NAMI LANE COUNTY

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

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.

Program Service Accomplishments

Program 1

Expenses: $123,538 Revenue: $114,818

A.SIE - THE SUPPORT-INFORMATION EDUCATION PROGRAM PROVIDES INDIVIDUALS AND FAMILIES WITH MUTUAL SUPPORT SKILLS, INFORMATION ON COMMUNITY RESOURCES, AND MENTAL HEALTH EDUCATION. IN 2024, WE PROVIDED CLASSES AND SUPPORT GROUP MEETINGS ATTENDED 843 TIMES BY PEOPLE SEEKING FORMAL EDUCATION OR PERSONAL SUPPORT. WE ALSO RESPONDED TO 515 VISITS FROM PEOPLE REQUESTING SPECIFIC INFORMATION. B.SOCIALIZATION PROGRAM - PROVIDES ACTIVITIES FOR INDIVIDUALS LIVING WITH A MENTAL HEALTH CONDITION AND/OR THEIR FAMILIES TO REDUCE ISOLATION AND ENHANCE DISCUSSION WITH PEERS AND WITHIN AND BETWEEN FAMILIES WITH ILL MEMBERS. IN 2024, THERE WERE APPROXIMATELY 1358 CONTACTS IN THESE ACTIVITIES. C.CLIENT ASSISTANCE PROGRAM - PROVIDES BASIC NEEDS ASSISTANCE TO INDIVIDUALS THAT HAVE A MENTAL HEALTH CONDITION BY PROVIDING FREE CLOTHING, PERSONAL HYGIENE ITEMS, AND FOOD. 700 INDIVIDUALS.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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