NAMI LEHIGH VALLEY (EIN 911846073) - 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

1996

Legal Domicile

Phone

6108822102

Tax Period

2024-07-01 to 2025-06-30

NAMI LEHIGH VALLEY, founded in 1996, is a small nonprofit in the Recreation & Sports sector that reported $458K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

Organizations mission is to improve the lives of individuals and families affected by mental illness and for their family members and friends through recovery-focused support, education and advocacy.

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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 (2024)

Revenue Breakdown

Contributions & Grants $454,766

Program Service Revenue $0

Investment Income $3,314

Other Revenue $0

TOTAL REVENUE $458,080

Expense Breakdown

Grants Paid $0

Salaries & Benefits $262,197

Fundraising Expenses $61,204

Program Expenses $240,545

Other Expenses $183,868

TOTAL EXPENSES $446,065

Year-over-Year Comparison

	2024	2023	Change
Revenue	$458,080	$412,950	+0.1%
Expenses	$446,065	$454,102	0.0%
Net Income	$12,015	$-41,152	-1.3%

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

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

$1,000

Total Directors

$1,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Maggie Murphy	Executive Director	40.00	Highest	$69,265	$0	$69,265
Donna Thorman	Vice Chair	2.00	Officer Director	$1,000	$0	$1,000
Leo Rooney	Chair	6.00	Officer Director	$0	$0	$0
Allison Fritchman	Member	2.00	Director	$0	$0	$0
Dennis Geiger	Member	3.00	Director	$0	$0	$0
THOMAS PHEIFFER	MEMBER	2.00	Director	$0	$0	$0
JOAN MUTH	MEMBER	2.00	Director	$0	$0	$0
ANDREW KANTNER	MEMBER	2.00	Director	$0	$0	$0
Kelly Correnty	Secretary	2.00	Officer Director	$0	$0	$0
Corey Dunbar	Vice chair	2.00	Officer Director	$0	$0	$0
Anthony Califano	Member	2.00	Director	$0	$0	$0
JoAnna Richardson	Member	2.00	Director	$0	$0	$0
Megan Messa	Member	2.00	Director	$0	$0	$0
Paula Gonzalez	Member	2.00	Director	$0	$0	$0
Anthony Piergiovanni Jr	Treasurer	2.00	Officer Director	$0	$0	$0
Courtney Uhl	Member	2.00	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
2025	$458,080	$446,065	$343,251	$12,015
2024	No data	No data	No data	No data
2023	$301,193	$279,203	$358,076	$21,990
2023	$295,595	$273,604	$358,076	$21,991
2022	$235,018	$249,453	$384,905	$-14,435
2021	$219,350	$214,475	$353,733	$4,875
2020	$216,599	$217,399	$344,636	$-800
2019	$197,526	$194,105	$337,708	$3,421

NAMI LEHIGH VALLEY