NAMI California

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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

1979

Legal Domicile

Principal Officer

Jessica Cruz

Phone

9165670163

Tax Period

2023-07-01 to 2024-06-30

NAMI California, founded in 1979, is a mid-sized nonprofit that reported $11.5M in total revenue in fiscal year 2023. Revenue surged 66% from the prior year, signaling strong growth momentum. Expenses of $10.4M left a modest 9% surplus.

Mission

NAMI California is a Grass Roots Organization of Families and Individuals whose lives have been affected by serious mental illness. We advocate for lives of quality and respect, without discrimination and stigma, for all constituents. We provide leadership in advocacy, legislation, policy development, education and support throughout California.

Program Service Accomplishments

Program 1

Expenses: $8,357,468

We manage various programs that support the values of the California Mental Health Services Act. The program goals and objectives include community collaboration, cultural competence...

We manage various programs that support the values of the California Mental Health Services Act. The program goals and objectives include community collaboration, cultural competence, client/family-driven mental health system for children, transition age youth, adults, older adults, family-driven system of care for children and youth, wellness focus, including recovery and resilience, and integrated mental health system service experiences and interactions.

Program 2

Expenses: $348,370

NAMI California is an active legislative advocate for California families and ensures consumer voices are heard and focused on mental health policy legislation.

Program 3

Expenses: $192,349

NAMI California Criminal Justice Programs include Crisis Intervention Training (CIT) to increase positive outcomes between city police and the homeless community, persons with mental health needs and high-risk youth populations; inmate rehabilitation and re-entry program that provides services to link offenders to a range of community-based, rehabilitation services that include mental health care; and inmate health and mental health program.

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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 $11,178,007

Program Service Revenue $139,306

Investment Income $158,728

Other Revenue $0

TOTAL REVENUE $11,476,041

Expense Breakdown

Grants Paid $7,242,684

Salaries & Benefits $2,079,639

Fundraising Expenses $890,190

Program Expenses $9,032,207

Other Expenses $1,085,221

TOTAL EXPENSES $10,407,544

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,476,041	$6,928,885	+0.7%
Expenses	$10,407,544	$4,688,818	+1.2%
Net Income	$1,068,497	$2,240,067	-0.5%

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

$242,109

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jessica Cruz MPAHS	CEO	40.00	Officer	$235,469	$6,640	$242,109
Steven Kite	COO	40.00		$170,757	$10,713	$181,470
Joe Farrow	President	4.00	Officer Director	$0	$0	$0
Lupe Alonzo-Diaz	1st VP	4.00	Officer Director	$0	$0	$0
Christina Roup	2nd VP	4.00	Officer Director	$0	$0	$0
Robert McCarron	Secretary	4.00	Officer Director	$0	$0	$0
Stuart Buttlaire	Treasurer	4.00	Officer Director	$0	$0	$0
Erik Nasarenko	Director	4.00	Director	$0	$0	$0
Thomas Okamoto	Director	4.00	Director	$0	$0	$0
Andrew Bertagnolli	Director	4.00	Director	$0	$0	$0
Gary Tsai	Director	4.00	Director	$0	$0	$0
Veronica Kelly	Director	4.00	Director	$0	$0	$0
Anita Fisher	Director	4.00	Director	$0	$0	$0
Lara Gregorio	Director	4.00	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
2025	No data	No data	No data	No data
2024	$11,476,041	$10,407,544	$8,848,037	$1,068,497
2023	$6,928,885	$4,688,818	$7,528,723	$2,240,067
2022	$6,153,087	$5,743,213	$4,082,312	$409,874
2021	$3,183,389	$2,749,028	$3,648,314	$434,361
2020	$2,237,740	$1,841,564	$2,522,905	$396,176
2019	$2,147,605	$2,128,449	$2,128,742	$19,156
2018	$2,015,123	$1,868,713	$2,022,551	$146,410