NAMI OREGON (EIN 930875209) - 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

1985

Legal Domicile

Principal Officer

CHRIS BOUNEFF

Phone

5032308009

Tax Period

2024-01-01 to 2024-12-31

NAMI OREGON, founded in 1985, is a community nonprofit in the Mental Health sector that reported $1.2M in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $454K, a strong 38% operating margin.

Mission

THROUGH THE EDUCATION, SUPPORT, ADVOCACY AND OUTREACH PROGRAMS, NAMI OREGON IS DEDICATED TO IMPROVING THE QUALITY OF LIFE OF INDIVIDUALS LIVING WITH MENTAL ILLNESS, AS WELL AS THEIR FAMILIES AND LOVED ONES.

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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 $1,222,855

Program Service Revenue $7,487

Investment Income $29,526

Other Revenue $-66,362

TOTAL REVENUE $1,193,506

Expense Breakdown

Grants Paid $14,962

Salaries & Benefits $412,695

Fundraising Expenses $104,381

Program Expenses $507,633

Other Expenses $311,867

TOTAL EXPENSES $739,524

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,193,506	$1,037,535	+0.2%
Expenses	$739,524	$623,131	+0.2%
Net Income	$453,982	$414,404	+0.1%

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

$99,892

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JILL ARCHER	PRESIDENT	2.00	Officer Director	$0	$0	$0
ROBIN HENDERSON PSYD	VICE PRESIDE	2.00	Director	$0	$0	$0
MARY ANN MIKI HERMAN	SECRETARY	2.00	Director	$0	$0	$0
BRAD BUCHHOLZ	TREASURER	2.00	Director	$0	$0	$0
ANDREW GROVER	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
HARRIS MATARAZZO	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
YUSUF GODIL	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
AMY BAKER	BOARD MEMBER	2.00	Director	$0	$0	$0
DEBBIE BROWN	BOARD MEMBER	2.00	Director	$0	$0	$0
JONATHAN P BETLINSKI	BOARD MEMBER	2.00	Director	$0	$0	$0
JEAN MCGOWAN	BOARD MEMBER	2.00	Director	$0	$0	$0
CHRIS BOUNEFF	EXECUTIVE DI	40.00	Officer	$96,050	$3,842	$99,892

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	$1,193,506	$739,524	$3,855,493	$453,982
2023	$1,037,535	$623,131	$3,417,238	$414,404
2022	$1,237,922	$570,105	$2,995,880	$667,817
2021	$888,127	$688,977	$1,484,645	$199,150
2020	$758,079	$560,693	$1,306,837	$197,386
2019	$797,672	$554,860	$1,046,991	$242,812
2018	$705,046	$545,603	$782,371	$159,443

NAMI OREGON