NAMI ORANGE COUNTY (EIN 953726369) - 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

1980

Legal Domicile

Principal Officer

AMY DURHAM

Phone

7145448488

Tax Period

2024-07-01 to 2025-06-30

NAMI ORANGE COUNTY, founded in 1980, is a mid-sized nonprofit that reported $12.3M in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. Expenses of $11.7M left a modest 5% surplus.

Mission

THE MISSION OF NAMI ORANGE COUNTY IS TO PROVIDE EMOTIONAL SUPPORT, EDUCATION AND RESOURCES FOR FAMILIES, AND THOSE AFFECTED BY MENTAL ILLNESS.

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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 $650,731

Program Service Revenue $11,702,506

Investment Income $57,018

Other Revenue $-68,061

TOTAL REVENUE $12,342,194

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,593,394

Fundraising Expenses $442,979

Program Expenses $10,459,916

Other Expenses $3,098,180

TOTAL EXPENSES $11,707,096

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,342,194	$10,631,616	+0.2%
Expenses	$11,707,096	$10,522,109	+0.1%
Net Income	$635,098	$109,507	+4.8%

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

206

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

$363,563

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEVE PITMAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
SCOTT PALMER	VICE PRES/CO-TREASURER	1.00	Officer Director	$0	$0	$0
DANIEL GIBBS	SECRETARY	1.00	Officer Director	$0	$0	$0
KAREN LETTERMAN	CO-TREASURER	1.00	Officer Director	$0	$0	$0
GUS ALTUZARRA	MEMBER	1.00	Director	$0	$0	$0
CAROLYN MARTIN	MEMBER	1.00	Director	$0	$0	$0
AMY DURHAM	CHIEF EXECUTIVE OFFICER	40.00	Officer	$182,218	$9,328	$191,546
STEPHANIE ROCHA	CHIEF FINANCIAL OFFICER	40.00	Officer	$162,120	$9,897	$172,017
DEBORAH DIAZ DE LEON	PEER SERVICES DIRECTOR	40.00	Highest	$138,685	$15,731	$154,416
ARNA VODENOS	WARMLINE DIRECTOR	40.00	Highest	$143,051	$19,124	$162,175

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	$12,342,194	$11,707,096	$3,816,812	$635,098
2024	$10,631,616	$10,522,109	$3,141,267	$109,507
2023	$3,308,578	$3,131,248	$2,422,895	$177,330
2022	$3,716,713	$3,168,649	$2,360,551	$548,064
2021	$3,242,851	$3,033,339	$2,315,112	$209,512
2020	$1,903,123	$1,888,254	$1,988,660	$14,869
2019	$2,231,406	$1,787,940	$1,671,939	$443,466
2018	$1,529,736	$1,320,016	$1,092,793	$209,720

NAMI ORANGE COUNTY