NAMI SANTA CLARA COUNTY (EIN 942430956) - 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

1991

Legal Domicile

Phone

4084530400

Tax Period

2024-01-01 to 2024-12-31

NAMI SANTA CLARA COUNTY, founded in 1991, is a community nonprofit in the Mental Health sector that reported $1.2M in total revenue in fiscal year 2024. Revenue fell 69% from the prior year — a significant decline worth monitoring. Expenses of $1.4M exceeded revenue, resulting in a 12% operating deficit.

Mission

EDUCATION SUPPORT FOR CLIENTS AND FAMILIES WITH MENTAL HEALTH CONDITIONS

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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 $881,138

Program Service Revenue $2,334

Investment Income $153,112

Other Revenue $209,379

TOTAL REVENUE $1,245,963

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,005,933

Fundraising Expenses $126,960

Program Expenses $1,140,370

Other Expenses $364,578

TOTAL EXPENSES $1,398,593

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,245,963	$4,065,265	-0.7%
Expenses	$1,398,593	$1,391,503	+0.0%
Net Income	$-152,630	$2,673,762	-1.1%

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

150

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

$139,426

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROVINA NIMBALKAR	Executive Dir.	40.00	Officer	$139,426	$0	$139,426
UDAY KAPOOR	President	5.00	Officer Director	$0	$0	$0
VIC OJAKIAN	Past President	5.00	Director	$0	$0	$0
BEVERLY LOZOFF	Vice President	5.00	Director	$0	$0	$0
HAROLD BROWN	Vice President	5.00	Director	$0	$0	$0
JUAN ANTONIO PEREZ	Vice President	5.00	Director	$0	$0	$0
FRANK ALIOTO	Vice President	5.00	Director	$0	$0	$0
PETER NEWMAN	Secretary	5.00	Officer Director	$0	$0	$0
STEVE WADE	Treasurer	5.00	Officer Director	$0	$0	$0
KAREN DELOUMI	Director	2.00	Director	$0	$0	$0
MORYT MILO	Director	2.00	Director	$0	$0	$0
JILLIAN YANG	Director	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
2024	$1,245,963	$1,398,593	$3,704,671	$-152,630
2023	$4,065,265	$1,391,503	$3,946,749	$2,673,762
2022	$1,465,063	$1,346,502	$1,218,252	$118,561
2021	$1,632,875	$1,283,753	$1,095,520	$349,122
2020	$1,258,280	$1,128,830	$858,700	$129,450
2019	$970,178	$1,020,491	$594,316	$-50,313
2018	$834,457	$939,594	$644,658	$-105,137

NAMI SANTA CLARA COUNTY