NAMI San Mateo County (EIN 942650681) - 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

1974

Legal Domicile

Principal Officer

Robert Taylor

Phone

6506380800

Tax Period

2023-01-01 to 2023-12-31

NAMI San Mateo County, founded in 1974, is a small nonprofit that reported $901K in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum.

Mission

Dedicated to improving the quality of life for people with mental illness and their families 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 (2023)

Revenue Breakdown

Contributions & Grants $900,315

Program Service Revenue $0

Investment Income $447

Other Revenue $638

TOTAL REVENUE $901,400

Expense Breakdown

Grants Paid $0

Salaries & Benefits $597,849

Fundraising Expenses $99,874

Program Expenses $752,159

Other Expenses $348,252

TOTAL EXPENSES $946,101

Year-over-Year Comparison

	2023	2022	Change
Revenue	$901,400	$660,891	+0.4%
Expenses	$946,101	$494,390	+0.9%
Net Income	$-44,701	$166,501	-1.3%

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

N/A

Volunteers

N/A

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

$159,727

Total Directors

$18,855

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kim Gariepy	Treasurer	4.00	Officer Director	$0	$0	$0
Kate Phillips	Director	4.00	Officer Director	$0	$0	$0
John Butler	Secretary	4.00	Officer Director	$4,855	$0	$4,855
Chris Rasmussen	President	4.00	Director	$0	$0	$0
Dr Jennifer Harrison	Director	2.00	Director	$14,000	$0	$14,000
Yoko Ng	Director	2.00	Director	$0	$0	$0
Bianca Coleman	Vice President	4.00	Officer Director	$0	$0	$0
Leslie Davis	Interim Exec. Dir.	50.00	Officer	$50,622	$0	$50,622
Robert Taylor	Executive Director	50.00	Officer	$93,626	$10,624	$104,250

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	No data	No data	No data	No data
2023	$901,400	$946,101	$567,861	$-44,701
2023	$901,400	$946,101	$567,861	$-44,701
2022	$660,891	$494,390	$665,002	$166,501
2021	$298,507	$288,091	$460,298	$10,416
2020	$539,531	$459,775	$433,595	$79,756
2019	$355,480	$324,145	$346,372	$31,335
2018	$279,819	$259,452	$311,842	$20,367

NAMI San Mateo County