Norris INC FY2022 filing

Mukwonago, WI · Public charity (501(c)(3)) · Since 1917 · Mental Health

✓ Tax-deductible
Revenue
$4.7M
-22% vs prior year
Spent
$7.3M
To programs
87%
Net assets
$30.1M
By yearFY2020–FY2024
Revenue
$4.7M
FY2022▼ -22%
Revenue by fiscal year
FY2020$4.9M
FY2021$6.1M
FY2022$4.7M
FY2023$6.9M
FY2024$7.3M
Expenses
$7.3M
FY2022▲ +6%
Expenses by fiscal year
FY2020$7.4M
FY2021$6.9M
FY2022$7.3M
FY2023$8.0M
FY2024$8.8M
Net assets
$30.1M
FY2022▼ -20%
Net assets by fiscal year
FY2020$35.1M
FY2021$37.6M
FY2022$30.1M
FY2023$31.9M
FY2024$31.5M

From the FY2022 Form 990 · figures checked against the IRS filing · see the original

You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →

Status and standing

Is it real, and can you give to it?

Tax-deductible?
Yes
Per the IRS master file.
Can I give now?
No revocation on IRS record
Not on the IRS revocation list.
Filing up to date?
Filed FY2024 (typical filing lag)
Legal name (IRS)Hdr · item CNorris INC
EINHdr · item D39-0833609
Exempt statusHdr · item I501(c)(3) · active
Ruling yearIRS BMFSep 1936
Year of formationHdr · item L1917
Latest filingForm 990FY2024 · Form 990
Principal addressHdr · item CMukwonago, WI
NTEE classificationIRS BMFMental Health (F330)
WebsiteHdr · item Jwww.norriscenter.org

Where the money goes

What each dollar paid for.

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.87 Management & general $0.13
Program services87%$6.4M
Management & general13%$952K
Total functional expensesLn 25$7.3M

Financial health

Is it on solid ground?

Program efficiency
87%
of spending reaches programs
Operating runway
42.3mo
months of highly liquid reserves at operating expense rate
Surplus margin
-55%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2022 · Form 990
Total assets
$30.5M
FY2022▼ -20%
Total assets by fiscal year
FY2020$37.4M
FY2021$38.4M
FY2022$30.5M
FY2023$32.5M
FY2024$32.2M
Total liabilities
$439K
FY2022▼ -44%
Total liabilities by fiscal year
FY2020$2.2M
FY2021$785K
FY2022$439K
FY2023$542K
FY2024$666K
Revenue less expensesPt I · Ln 19−$2.6M
Total assetsPt X · Ln 16$30.5M
Program-expense ratioPt IX · col B87%
Voting members of governing bodyPt I · Ln 35
Independent voting membersPt I · Ln 45

Balance Sheet

Part X · end of year
CashLn 1$649K
Total assetsLn 16$30.5M
Total liabilitiesLn 26$439K
Total net assetsLn 32$30.1M
Months of cash on handcomputed1.1

Statement of Revenue

Part VIII
Contributions & grants$3.4M · 72%
Investment income$1.2M · 25%
Other revenue$146K · 3%
Contributions & grants72%$3.4M
Investment income25%$1.2M
Other revenue3%$146K
— government grantsLn 1e$3.4M
Total revenueLn 12$4.7M

Financial Metrics

Form 990 · FY2022 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $25.8M · Operating expenses/yr $7.3M
42.3 months
Where the money goes
Program services
Program services $6.4M · Total expenses $7.3M
87%
Management & General
Management & general $952K · Total expenses $7.3M
13%
Fundraising
Fundraising $0 · Total expenses $7.3M
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $0
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $3.4M · Total revenue $4.7M
72%
Government reliance
Government grants $3.4M · Total revenue $4.7M
72%
Earned-income share
Program service revenue $0 · Total revenue $4.7M
0%
Investment reliance
Investment income $1.2M · Total revenue $4.7M
+25%
Program self-sufficiency
Program service revenue $0 · Total expenses $7.3M
0%
Growth & trend
Revenue growth (YoY)
This year $4.7M · Prior year $6.1M
-22%
Net-asset trend (YoY)
End of year $30.1M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $4.7M · Expenses $7.3M
-55%
Liabilities-to-Assets
Total liabilities — · Total assets $30.5M
—
Net-asset ratio
Net assets $30.1M · Total assets $30.5M
99%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $25.1M · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $30.5M
82%
People & payroll
Highest Reported Total Compensation
Individual Mark Mertens · Reported title EXECUTIVE DIRECTOR · Highest reported compensation $158K · Total expenses $7.3M
2%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $5.5M · Total expenses $7.3M
75%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 87%——
Overhead ratio 13%——
Fundraising cost ratio 0%——
Revenue growth -22%——
Investment management fee ratio 0.3%——
Legal fee ratio 0.10%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Leadership and pay

Who runs it, and what are they paid?

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Executive Director
$158,227Pt VII · Sec A
Chief Program Officer
$126,650Pt VII · Sec A
Chief Financial Officer
$125,027Pt VII · Sec A
Capital and Talent Officer
$114,470Pt VII · Sec A
Chief Program Officer
$94,847Pt VII · Sec A
Chief Plant & Grounds Officer
$82,986Pt VII · Sec A
Operating Officer
$52,084Pt VII · Sec A
President
$0Pt 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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Governance & Policies

Part VI
  • 5Voting board membersPt VI · Ln 1a
  • 5Independent board membersPt VI · Ln 1b
  • Conflict-of-interest policyPt VI · Ln 12aYes
  • Whistleblower policyPt VI · Ln 13Yes
  • Document retention policyPt VI · Ln 14Yes
  • Top official’s pay independently reviewedPt VI · Ln 15aYes
  • Family or business ties among leadersPt VI · Ln 2No

Mission and programs

What it does.

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

Provided by the organization

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Mission & Programs · Part III

Where the work happens

3 program services account for $6.2M of program spending, described in the organization's own filed words · FY2022.
01

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

$5.1Mprogram 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.

$870Kprogram 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.

$252Kprogram expense

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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

Filing history

Every return on file.

YearRevenueExpensesChangeFiling
FY2024 Latest $7.3M$8.8M+6% 990 PDF
FY2023 $6.9M$8.0M+47% 990 PDF
FY2022 Viewing $4.7M$7.3M-22% 990 PDF
FY2021 $6.1M$6.9M+23% 990 PDF
FY2020 $4.9M$7.4M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2022IRS
Classification, formation year, addressIRS Business Master File
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