NAMI of Southern Arizona (EIN 860450977) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Principal Officer

Rebecca King

Tax Period

2023-10-01 to 2024-09-30

NAMI of Southern Arizona, founded in 1983, is a small nonprofit in the Health Care sector that reported $545K in total revenue in fiscal year 2023.

Mission

NAMI Southern Arizona improves the quality of life for all those affected by mental illness.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $552,892

Program Service Revenue $0

Investment Income $165

Other Revenue $-7,759

TOTAL REVENUE $545,298

Expense Breakdown

Grants Paid $0

Salaries & Benefits $328,117

Fundraising Expenses $32,876

Program Expenses $344,175

Other Expenses $245,820

TOTAL EXPENSES $573,937

Year-over-Year Comparison

	2023	2022	Change
Revenue	$545,298	$538,598	+0.0%
Expenses	$573,937	$577,776	0.0%
Net Income	$-28,639	$-39,178	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

150

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

$94,513

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Christina Bickelmann	Executive Director	40.00	Key Emp	$70,472	$0	$70,472
Briana Felix	Executive Director	40.00	Key Emp	$24,041	$0	$24,041
Faith T Smith	Board Member	1.00	Director	$0	$0	$0
David Zynda	Board Member	1.00	Director	$0	$0	$0
Elizabeth Stamm	Board Member	1.00	Director	$0	$0	$0
Natalia Molina	Board Member	1.00	Director	$0	$0	$0
Julia Jameson	Board Member	1.00	Director	$0	$0	$0
Allana Lloyd-Hills	Board Member	1.00	Director	$0	$0	$0
Angel Rivers	Board Member	1.00	Director	$0	$0	$0
Heather McGovern	Treasurer	1.00	Officer Director	$0	$0	$0
Rebecca King	President	1.00	Officer Director	$0	$0	$0
Jennifer Janzen	Vice President	1.00	Officer Director	$0	$0	$0
Karl Wagner	Secretary	1.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$545,298	$573,937	$901,168	$-28,639
2023	$538,598	$577,776	$869,651	$-39,178
2022	$381,037	$490,757	$771,208	$-109,720
2021	$839,559	$519,586	$909,730	$319,973
2020	$679,056	$705,634	$625,150	$-26,578
2019	$783,603	$745,388	$662,964	$38,215
2018	$682,649	$487,043	$647,942	$195,606

NAMI of Southern Arizona