NAMI - MT SAN JACINTO INCORPORATED (EIN 953709350) - 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

1981

Legal Domicile

Principal Officer

EXECUTIVE DIRECTOR

Phone

9517651850

Tax Period

2024-01-01 to 2024-12-31

NAMI - MT SAN JACINTO INCORPORATED, founded in 1981, is a small nonprofit in the Mental Health sector that reported $131K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. Expenses of $118K left a modest 10% surplus.

Mission

NAMI - Mt. San Jacinto, Incorporated provides advocacy, education, support and public awareness so that all individuals and families affected by mental illness can build better lives.

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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 $164,206

Program Service Revenue $0

Investment Income $848

Other Revenue $-33,823

TOTAL REVENUE $131,231

Expense Breakdown

Grants Paid $0

Salaries & Benefits $85,514

Fundraising Expenses $42,757

Program Expenses $35,589

Other Expenses $32,832

TOTAL EXPENSES $118,346

Year-over-Year Comparison

	2024	2023	Change
Revenue	$131,231	$154,562	-0.2%
Expenses	$118,346	$102,944	+0.1%
Net Income	$12,885	$51,618	-0.8%

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

$43,860

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRENDA SCOTT	EXECUTIVE DIREC	50.00	Officer	$43,860	$0	$43,860
CLAUDIA KING	Director	5.00	Officer Director	$0	$0	$0
PAT OETZEL	Director	5.00	Director	$0	$0	$0
ELIJAH DREW	Secretary	5.00	Officer Director	$0	$0	$0
DR LJEOMA O LJEAKU	Director	1.00	Director	$0	$0	$0
JASMIN RUBIO	Vice President	1.00	Director	$0	$0	$0
APRIL SMITH	Director	1.00	Director	$0	$0	$0
ESPERANZA Q VILLA	President	1.00	Officer Director	$0	$0	$0
MARK FABER	Treasurer	1.00	Officer 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	$131,231	$118,346	$160,365	$12,885
2023	$154,562	$102,944	$147,480	$51,618
2022	$69,321	$74,169	$95,862	$-4,848
2021	$80,851	$70,775	$99,822	$10,076
2020	$67,952	$76,514	$101,321	$-8,562
2019	$72,120	$84,980	$98,308	$-12,860
2018	$110,733	$108,832	$126,168	$1,901

NAMI - MT SAN JACINTO INCORPORATED