NAMI SAN FRANCISCO (EIN 942914709) - 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

ANNE FISCHER

Phone

6152086766

Tax Period

2024-07-01 to 2025-06-30

NAMI SAN FRANCISCO, founded in 1983, is a small nonprofit in the Mental Health sector that reported $981K in total revenue in fiscal year 2024. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $156K, a strong 16% operating margin.

Mission

TO ADVOCATE FOR A LIFE OF QUALITY AND DIGNITY BY PROVIDING EDUCATION, RESOURCES, AND EMOTIONAL SUPPORT TO FAMILIES & THOSE AFFECTED BY MENTAL ILLNESS (BRAIN DISORDERS) AND STRIVE TO END DISCRIMINATION & STIGMA THROUGH BROADER EDUCATION & COLLABORATION WITH THE WHOLE COMMUNITY.

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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 $992,210

Program Service Revenue $0

Investment Income $0

Other Revenue $-11,276

TOTAL REVENUE $980,934

Expense Breakdown

Grants Paid $0

Salaries & Benefits $659,722

Fundraising Expenses $41,401

Program Expenses $684,543

Other Expenses $165,660

TOTAL EXPENSES $825,382

Year-over-Year Comparison

	2024	2023	Change
Revenue	$980,934	$704,883	+0.4%
Expenses	$825,382	$399,046	+1.1%
Net Income	$155,552	$305,837	-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

124

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

$115,231

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CATHERINE BRADY	PRESIDENT	7.50	Officer Director	$0	$0	$0
CHARLES READER	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
JESSICA DIVENTO DZUBAN	SECRETARY	2.50	Officer Director	$0	$0	$0
SCOTT GAST	TREASURER	2.50	Officer Director	$0	$0	$0
ANDREA BERMAN	DIRECTOR	2.00	Director	$0	$0	$0
CECILY GARDNER	DIRECTOR, START 3/25	2.00	Director	$0	$0	$0
COURTNEY GILLESPIE	DIRECTOR	2.00	Director	$0	$0	$0
KELLY PRICHETT	DIRECTOR	2.00	Director	$0	$0	$0
LEO CHAN	DIRECTOR, START 3/25	2.00	Director	$0	$0	$0
LIANA HOLMBERG	DIRECTOR, START 3/25	2.00	Director	$0	$0	$0
MIKE LOCKE	DIRECTOR, START 3/25	2.00	Director	$0	$0	$0
NICOLE ROGER	DIRECTOR, START 3/25	2.00	Director	$0	$0	$0
STEPHANIE YEE	DIRECTOR	2.00	Director	$0	$0	$0
VANESSA JACKSON	DIRECTOR	2.00	Director	$0	$0	$0
VINCENT MAO	DIRECTOR, START 3/25	2.00	Director	$0	$0	$0
WINIFRED WERTHER	DIRECTOR	2.00	Director	$0	$0	$0
ANNE FISCHER	EXECUTIVE DIRECTOR	40.00	Officer	$110,500	$4,731	$115,231

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	$980,934	$825,382	$573,400	$155,552
2024	$704,883	$399,046	$418,864	$305,837
2023	$646,822	$653,283	$98,701	$-6,461
2022	$552,010	$449,877	$106,951	$102,133
2021	$199,538	$213,285	$7,683	$-13,747

NAMI SAN FRANCISCO