NAMI LANE COUNTY (EIN 930821866) - 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

1979

Legal Domicile

Principal Officer

HAYLEY MORSE

Phone

5413437688

Tax Period

2024-01-01 to 2024-12-31

NAMI LANE COUNTY, founded in 1979, is a small nonprofit that reported $315K in total revenue in fiscal year 2024. Expenses of $276K left a modest 12% surplus.

Mission

TO IMPROVE THE QUALITY OF LIFE FOR INDIVIDUALS LIVING WITH MENTAL HEALTH CONDITIONS AND THEIR FAMILIES, FRIENDS AND LOVED ONES RESIDING IN LANE COUNTY, OREGON THROUGH 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 $172,246

Program Service Revenue $114,818

Investment Income $30,270

Other Revenue $-2,405

TOTAL REVENUE $314,929

Expense Breakdown

Grants Paid $0

Salaries & Benefits $196,900

Fundraising Expenses $48,156

Program Expenses $123,538

Other Expenses $78,786

TOTAL EXPENSES $275,686

Year-over-Year Comparison

	2024	2023	Change
Revenue	$314,929	$315,905	0.0%
Expenses	$275,686	$332,145	-0.2%
Net Income	$39,243	$-16,240	-3.4%

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

100

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

$103,650

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER MACLEAN	EXECUTIVE DI	40.00	Officer	$103,650	$0	$103,650
MATT GRESS	BOARD MEMBER	0.50	Director	$0	$0	$0
DAN ISAACSON	PRESIDENT	1.00	Officer Director	$0	$0	$0
SHAWN LOCKERY	BOARD MEMBER	0.50	Director	$0	$0	$0
CHAINE MABRAY	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
HAYLEY MORSE	TREASURER	1.00	Officer Director	$0	$0	$0
SHAWN MURPHY	FORMER TREAS	1.00	Officer Director	$0	$0	$0
BRYAN O'CONNELL	SECRETARY	1.00	Officer Director	$0	$0	$0
JOCELYN WENSEL	BOARD MEMBER	0.50	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	$314,929	$275,686	$1,017,143	$39,243
2023	$315,905	$332,145	$1,038,935	$-16,240
2022	$312,075	$298,521	$1,079,085	$13,554
2021	$585,570	$272,845	$1,240,731	$312,725
2020	$352,123	$219,177	$1,162,261	$132,946
2019	$281,436	$235,726	$626,833	$45,710
2018	$265,471	$217,648	$487,401	$47,823

NAMI LANE COUNTY