NAMI MULTNOMAH (EIN 930862647) - 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

KERRI MELDA

Phone

5032285692

Tax Period

2024-07-01 to 2025-06-30

NAMI MULTNOMAH, founded in 1983, is a community nonprofit that reported $2.8M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $807K, a strong 29% operating margin.

Mission

NAMI MULTNOMAH IS THE MULTNOMAH COUNTY AFFILIATE FOR THE NATIONAL ALLIANCE ON MENTAL ILLNESS. OUR MISSION IS TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE WITH MENTAL ILLNESS AND THEIR FAMILIES THROUGH SUPPORT, EDUCATION, AND ADVOCACY. WE AIM TO PROVIDE A PLATFORM THAT ALLOWS PERSONS AFFECTED BY MENTAL ILLNESS TO HAVE A POWERFUL VOICE IN THE LOCAL MENTAL HEALTH COMMUNITY.NAMI MULTNOMAH PROVIDES FREE, PEER-LED EDUCATION PROGRAMS, SUPPORT GROUPS, AND ADVOCACY INITIATIVES THAT ACTIVELY SUPPORT COMMUNITY MENTAL HEALTH. WE PASSIONATELY PROMOTE IMPROVED ACCESS TO SERVICES, INCREASED OPPORTUNITIES FOR RECOVERY, REDUCED STIGMA AND DISCRIMINATION, AND INCREASED PUBLIC UNDERSTANDING OF MENTAL ILLNESS. WE STRONGLY BELIEVE IN OUR PEER-LED SERVICES. WE KNOW WHAT YOU ARE GOING THROUGH AND WE ARE HERE TO HELP.

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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 $2,755,606

Program Service Revenue $0

Investment Income $48,263

Other Revenue $0

TOTAL REVENUE $2,803,869

Expense Breakdown

Grants Paid $34,007

Salaries & Benefits $1,655,057

Fundraising Expenses $2,884

Program Expenses $1,821,381

Other Expenses $307,821

TOTAL EXPENSES $1,996,885

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,803,869	$2,477,579	+0.1%
Expenses	$1,996,885	$1,916,720	+0.0%
Net Income	$806,984	$560,859	+0.4%

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

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

$145,908

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BETH EPPS	BOARD PRESIDENT	2.00	Officer Director	$0	$0	$0
TONY LEINEWEBER	BOARD TREASURER	2.00	Officer Director	$0	$0	$0
SYLVIA ZINGESER	BOARD SECRETARY	2.00	Officer Director	$0	$0	$0
LIEUTENANT CHRIS BURLEY	BOARD MEMBER	2.00	Director	$0	$0	$0
FELESIA OTIS	BOARD MEMBER	2.00	Director	$0	$0	$0
LORENA MOSQUEDA	BOARD MEMBER	2.00	Director	$0	$0	$0
KERRI MELDA	EXECUTIVE DIRECTOR	40.00	Officer	$132,074	$13,834	$145,908

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	$2,803,869	$1,996,885	$2,425,308	$806,984
2024	$2,477,579	$1,916,720	$1,511,793	$560,859
2023	$1,583,687	$1,421,625	$949,024	$162,062
2022	$1,154,638	$1,003,636	$609,946	$151,002
2021	$934,181	$795,949	$538,019	$138,232
2020	$761,236	$683,847	$399,032	$77,389

NAMI MULTNOMAH