Norris is a multi-service treatment center for youth and family services that provides residential, shelter, and clinical services for youth ages 8-17 as well as facilitating treatment foster care placement for youth of any age or gender.

501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
Run by 5 volunteers and 122 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

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FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 5
filings with a surplus
Average deficit $1.7M a year · 28% of revenue · last 5 filings
Concern: a surplus in 0 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$847K
to officers and key staff · 10% of spending
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
Pt VII · Sec A
1 mo
of spending, in cash
Plus $25.8M in investments, Pt X · Ln 11–13
Fine: 1.2 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $20K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$666K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$7.3M
+6% vs prior year
Spent
$8.8M
To programs
88%
Net assets
$31.5M
By yearFY2020–FY2024
Revenue
$7.3M
FY2024▲ +6%
Tap a bar for its year
Revenue by fiscal year
FY2020$4.9M
FY2021$6.1M
FY2022$4.7M
FY2023$6.9M
FY2024$7.3M
Expenses
$8.8M
FY2024▲ +9%
Tap a bar for its year
Expenses by fiscal year
FY2020$7.4M
FY2021$6.9M
FY2022$7.3M
FY2023$8.0M
FY2024$8.8M
Net assets
$31.5M
FY2024▼ -1%
Tap a bar for its year
Net assets by fiscal year
FY2020$35.1M
FY2021$37.6M
FY2022$30.1M
FY2023$31.9M
FY2024$31.5M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Sep 1936.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $7.7M Management & general 12% · $1.1M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

13 people listed on the 990; $847K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$174,604Pt VII · Sec A
Chief Plant & Grounds Officer
$140,729Pt VII · Sec A
Chief Program Officer - Community
$139,319Pt VII · Sec A
Chief Talent and Social Capital Officer
$135,870Pt VII · Sec A
Chief Financial Officer
$135,832Pt VII · Sec A
Chief Program Officer - Group Care
$104,602Pt VII · Sec A
Board Director and President
$6,650Pt VII · Sec A
Board Director and Treasurer
$2,800Pt VII · Sec A

Mark Mertens’s $175K as Executive Director is at the 78th percentile of top reported officer pay among 1683 $1–10M mental health nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Mark Mertens$174,604$162,033$158,227$3,139—
Denise Pilz———$164,197$165,541
Dan Lockren$140,729$134,135———
Teresa Cocker$139,319$132,967$126,650$121,635$120,921
Sonja Kania$135,870$129,933———
David Tuttle$135,832$129,289$125,027$120,788$117,612
Sonja Kania Chief Social——$114,470$118,782$118,150
Nicole Grice———$105,941$104,367

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides residential, shelter, and clinical services for youth, plus treatment foster care placements.

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3 programs · $6.2M · in their own filed words · FY2024
01

The norris residential program is a multi-service treatment program that provides specialty out-of-home treatment to adolescent males and their families in the areas of behavioral management, sexuality, aoda, and mental health issues.

$4.9Mprogram expense
02

The norris RBP residential and shelter care program is a multi-service treatment program that provides specialty out-of-home treatment to any gender youth addressing treatment needs in behavioral management, sexuality, aoda and mental health issues as well as family services and shelter care as needed for referred youth.

$1.0Mprogram expense
03

The norris beyond fostering program operates as a child placing agency to identify qualified foster parents and facilitate the placement of children in need of foster care. It serves youth of all ages, race, or gender as needed.

$293Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2021
Total grants receivedfrom 1 funder$20K
Grants paid · 1 grant · $56K · 2020–2020
Unitemized GrantFY2020$55,940

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$7.3M
Ln 12
Gifts and grantsLn 1h$4.7M
Investment incomeLn 3$2.5M
Other incomeLn 4–11$166K
Money outPt IX
$8.8M
Ln 25
Programscol B$7.7M
Managementcol C$1.1M
Owns and owesPt X
$31.5M
net assets · Ln 32
Cash and savingsLn 1–2$858K
Total assetsLn 16$32.2M
LiabilitiesLn 26$666K
PeoplePt VI, VII
13
listed · VII A
PaidVII A13
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$4.7M
Government grantsLn 1e$4.7M
Investment incomeLn 3$2.5M
Other incomeLn 4–11$166K
Gains on assetsLn 7$1.7M
Total revenueLn 12$7.3M
Assets in detailPt X, end of year
CashLn 1$792K
SavingsLn 2$65K
Cash and savings togetherLn 1–2$858K
InvestmentsLn 11–13$25.8M
Land, buildings, equipmentLn 10c$3.2M
Other assetsLn 15$1.8M
Total assetsLn 16$32.2M
LiabilitiesLn 26$666K
Net assetsLn 32$31.5M
OperationsPt I, VI
EmployeesI 5122
VolunteersI 65
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$948K$858K
InvestmentsLn 11–13$26.7M$25.8M
Land, buildings, equipmentLn 10c$3.1M$3.2M
Total assetsLn 16$32.5M$32.2M
LiabilitiesLn 26$542K$666K
Net assetsLn 32$31.9M$31.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$89K$89K
Pay of current officers, directors and key staffLn 5$1.0M$903K$114K
Other salaries and wagesLn 7$4.0M$3.5M$448K
Other employee benefitsLn 9$1.2M$1.1M$136K
Payroll taxesLn 10$375K$333K$42K
Management feesLn 11a$219K$197K$22K
Legal feesLn 11b$59K$59K
Investment management feesLn 11f$88K$88K
Other fees for servicesLn 11g$23K$23K
Office expensesLn 13$106K$95K$11K
OccupancyLn 16$785K$707K$79K
TravelLn 17$54K$48K$5K
Conferences, conventions and meetingsLn 19$30K$15K$15K
Depreciation, depletion and amortizationLn 22$347K$312K$35K
Other expenses (24a–d)Ln 24$395K$376K$20K
Total functional expensesLn 25$8.8M$7.7M$1.1M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $7.3M$8.8M−$1.4M$31.5M 990 PDF
FY2023 $6.9M$8.0M−$1.1M$31.9M 990 PDF
FY2022 $4.7M$7.3M−$2.6M$30.1M 990 PDF
FY2021 $6.1M$6.9M−$872K$37.6M 990 PDF
FY2020 $4.9M$7.4M−$2.4M$35.1M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $7,346,410 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $4,108,387$4,696,504
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $2,669,728$2,483,895
I-11 Other revenuePrior year $156,685$166,011
I-12 Total revenuePrior year $6,934,800$7,346,410
I-13 Grants and similar amounts paidPrior year $69,246$89,193
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $5,926,505$6,586,427
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,044,127$2,106,530
I-18 Total expensesPrior year $8,039,878$8,782,150
I-19 Revenue less expensesPrior year −$1,105,078−$1,435,740
Part VI · Governance 5 of 5 board members independent, no flags
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $7,346,410 across 7 lines filed
VIII-1e Government grants$4,696,504
VIII-1h Total contributions, gifts and grants$4,696,504
VIII-3 Investment incomeExcluded from tax $761,196$761,196
VIII-6 Net rental income or lossExcluded from tax $163,330$163,330
VIII-7 Net gain or loss on sales of assetsExcluded from tax $1,722,699$1,722,699
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $2,681$2,681
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $2,649,906$7,346,410
Part IX · Statement of functional expenses $8,782,150 across 15 lines filed
IX-2 Grants to domestic individualsPrograms $89,193$89,193
IX-5 Pay of current officers, directors and key staffPrograms $902,664 · Management $114,311$1,016,975
IX-7 Other salaries and wagesPrograms $3,535,824 · Management $447,766$3,983,590
IX-9 Other employee benefitsPrograms $1,074,324 · Management $136,049$1,210,373
IX-10 Payroll taxesPrograms $333,283 · Management $42,206$375,489
IX-11a Management feesPrograms $197,300 · Management $21,922$219,222
IX-11b Legal feesManagement $59,359$59,359
IX-11f Investment management feesManagement $88,075$88,075
IX-11g Other fees for servicesManagement $22,582$22,582
IX-13 Office expensesPrograms $95,357 · Management $10,595$105,952
IX-16 OccupancyPrograms $706,947 · Management $78,550$785,497
IX-17 TravelPrograms $48,341 · Management $5,371$53,712
IX-19 Conferences, conventions and meetingsPrograms $14,812 · Management $14,813$29,625
IX-22 Depreciation, depletion and amortizationPrograms $312,445 · Management $34,716$347,161
IX-24 Other expenses (24a–d)Programs $375,555 · Management $19,790$395,345
IX-25 Total functional expensesPrograms $7,686,045 · Management $1,096,105 · Fundraising $0$8,782,150
Part X · Balance sheet $32,181,533 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $827,813$792,355
X-2 Savings and temporary cash investmentsStart of year $119,751$65,392
X-4 Accounts receivableStart of year $492,000$478,247
X-9 Prepaid expenses and deferred chargesStart of year $102,442$90,115
X-10c Land, buildings and equipment, netStart of year $3,134,989$3,169,150
X-11 Publicly traded securitiesStart of year $26,687,299$25,772,037
X-15 Other assetsStart of year $1,107,188$1,814,237
X-16 Total assetsStart of year $32,471,482$32,181,533
X-17 Accounts payable and accrued expensesStart of year $541,918$666,162
X-26 Total liabilitiesStart of year $541,918$666,162
X-27 Net assets without donor restrictionsStart of year $31,743,635$31,385,452
X-28 Net assets with donor restrictionsStart of year $185,929$129,919
X-32 Total net assets or fund balancesStart of year $31,929,564$31,515,371
X-33 Total liabilities and net assetsStart of year $32,471,482$32,181,533
Part XI · Reconciliation of net assets $31,515,371 net assets at year end
XI-1 Total revenue$7,346,410
XI-2 Total expenses$8,782,150
XI-3 Revenue less expenses−$1,435,740
XI-4 Net assets at start of year$31,929,564
XI-5 Net unrealized gains (losses) on investments$314,498
XI-9 Other changes in net assets$707,049
XI-10 Net assets at end of year$31,515,371

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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