Provide education, support, and advocacy for people affected by mental illness in Dane County.

501(c)(3) charity; gifts are tax-deductible.
66¢ of each $1 spent went to programs.
$99K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · 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
4 of 5
filings with a surplus
Average surplus $153K a year · 27% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
66%
of spending
Fine: 66% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$99K
to officers and key staff · 20% of spending
Fine: pay to officers and key staff is 20% of spending; 15% to 20%.
Pt VII · Sec A
24 mo
of spending, in cash
Looks good: 23.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
8
named funders · $74K
Looks good: 8 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$116K
10% of total assets
Looks good: liabilities are 10% of assets; 50% or less.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$437K
-25% vs prior year
Spent
$488K
To programs
66%
Net assets
$1.0M
By yearFY2020–FY2024
Revenue
$437K
FY2023▼ -25%
Tap a bar for its year
Revenue by fiscal year
FY2020$355K
FY2021$657K
FY2022$583K
FY2023$437K
FY2024$793K
Expenses
$488K
FY2023▲ +15%
Tap a bar for its year
Expenses by fiscal year
FY2020$266K
FY2021$310K
FY2022$424K
FY2023$488K
FY2024$570K
Net assets
$1.0M
FY2023▼ -4%
Tap a bar for its year
Net assets by fiscal year
FY2020$569K
FY2021$928K
FY2022$1.1M
FY2023$1.0M
FY2024$1.3M

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 1980.

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

Where the money goes

66 cents of each dollar spent went to programs.

Program services 66% · $322K Management & general 29% · $140K Fundraising 5% · $26K

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; $99K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$98,769Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Jeanne McLellan’s $100K as Executive Director is at the 84th percentile of top reported officer pay among 2094 $100K–1M 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 · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Jeanne McLellan$100,289$98,769$34,721——
Anna Moffit——$12,435$43,981$69,058

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.

See NAMI Dane County INC executive salaries →

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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

Educates, supports, and advocates for Dane County residents facing mental illness.

Questions for NAMI Dane County INC

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Provided by the organization

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1 program · $322K · in their own filed words · FY2023
01

Throughout the year, and particularly during mental health month in may, minority health month in july, and mental illness awareness week in october, nami dane county launched campaigns and hosted events to raise public awareness of mental illness and inspire action.

$322Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2024
See all 8 funders →

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$437K
Ln 12
Gifts and grantsLn 1h$497K
Fees for servicesLn 2g$3K
Investment incomeLn 3$2K
Money outPt IX
$488K
Ln 25
Programscol B$322K
Managementcol C$140K
Fundraisingcol D$26K
Owns and owesPt X
$1.0M
net assets · Ln 32
Cash and savingsLn 1–2$973K
Total assetsLn 16$1.2M
LiabilitiesLn 26$116K
PeoplePt VI, VII
13
listed · VII A
PaidVII A1
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$497K
Government grantsLn 1e$73K
Noncash giftsLn 1g$22K
Fundraising eventsLn 1c$265K
Fees for servicesLn 2g$3K
Investment incomeLn 3$2K
Total revenueLn 12$437K
Assets in detailPt X, end of year
CashLn 1$218K
SavingsLn 2$755K
Cash and savings togetherLn 1–2$973K
Other assetsLn 15$171K
Total assetsLn 16$1.2M
LiabilitiesLn 26$116K
Net assetsLn 32$1.0M
OperationsPt I, VI
EmployeesI 512
VolunteersI 6111
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 FY23End FY23
Cash and savingsLn 1–2$981K$973K
Total assetsLn 16$1.1M$1.2M
LiabilitiesLn 26$44K$116K
Net assetsLn 32$1.1M$1.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$100K$69K$25K$6K
Other salaries and wagesLn 7$175K$126K$38K$10K
Pension plan contributionsLn 8$7K$5K$2K$436
Other employee benefitsLn 9$9K$9K
Payroll taxesLn 10$25K$18K$6K$1K
Accounting feesLn 11c$20K$20K
Other fees for servicesLn 11g$21K$7K$13K$392
Advertising and promotionLn 12$2K$2K$146
Office expensesLn 13$12K$4K$7K$239
OccupancyLn 16$19K$14K$4K$1K
TravelLn 17$7K$5K$2K
Conferences, conventions and meetingsLn 19$47K$46K$598
Payments to affiliatesLn 21$12K$6K$6K
InsuranceLn 23$4K$4K
Other expenses (24a–d)Ln 24$29K$21K$8K$802
Total functional expensesLn 25$488K$322K$140K$26K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $793K$570K$222K$1.3M 990 PDF
FY2023 Viewing $437K$488K−$51K$1.0M 990 PDF
FY2022 $583K$424K$159K$1.1M 990 PDF
FY2021 $657K$310K$347K$928K 990 PDF
FY2020 $355K$266K$88K$569K 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 O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $436,878 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $638,336$496,862
I-9 Program service revenuePrior year $5,175$3,394
I-10 Investment incomePrior year $56$1,663
I-11 Other revenuePrior year −$60,304−$65,041
I-12 Total revenuePrior year $583,263$436,878
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $231,018$316,503
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $193,057$171,818
I-18 Total expensesPrior year $424,075$488,321
I-19 Revenue less expensesPrior year $159,188−$51,443
Part VI · Governance 12 of 12 board members independent, no flags
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
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 $436,878 across 11 lines filed
VIII-1a Federated campaigns$14,887
VIII-1c Fundraising events$264,697
VIII-1e Government grants$73,427
VIII-1f All other contributions, gifts and grants$143,851
VIII-1g Noncash contributions (included above)$21,815
VIII-1h Total contributions, gifts and grants$496,862
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $3,394$3,394
VIII-3 Investment incomeExcluded from tax $1,663$1,663
VIII-8 Net income from fundraising eventsExcluded from tax −$65,200−$65,200
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $159$159
VIII-12 Total revenueRelated to mission $3,553 · Unrelated business $0 · Excluded from tax −$63,537$436,878
Part IX · Statement of functional expenses $488,321 across 15 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $68,730 · Management $25,391 · Fundraising $5,636$99,757
IX-7 Other salaries and wagesPrograms $126,251 · Management $38,447 · Fundraising $10,354$175,052
IX-8 Pension plan contributionsPrograms $5,314 · Management $1,740 · Fundraising $436$7,490
IX-9 Other employee benefitsManagement $9,163$9,163
IX-10 Payroll taxesPrograms $17,767 · Management $5,817 · Fundraising $1,457$25,041
IX-11c Accounting feesManagement $19,670$19,670
IX-11g Other fees for servicesPrograms $7,325 · Management $13,375 · Fundraising $392$21,092
IX-12 Advertising and promotionPrograms $1,618 · Fundraising $146$1,764
IX-13 Office expensesPrograms $4,349 · Management $7,152 · Fundraising $239$11,740
IX-16 OccupancyPrograms $13,581 · Management $4,447 · Fundraising $1,114$19,142
IX-17 TravelPrograms $4,956 · Management $2,158$7,114
IX-19 Conferences, conventions and meetingsPrograms $46,110 · Management $598$46,708
IX-21 Payments to affiliatesPrograms $5,754 · Fundraising $5,754$11,508
IX-23 InsuranceManagement $3,792$3,792
IX-24 Other expenses (24a–d)Programs $20,725 · Management $7,761 · Fundraising $802$29,288
IX-25 Total functional expensesPrograms $322,480 · Management $139,511 · Fundraising $26,330$488,321
Part X · Balance sheet $1,150,614 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $53,312$217,981
X-2 Savings and temporary cash investmentsStart of year $927,942$755,291
X-4 Accounts receivableStart of year $1,696$2,727
X-9 Prepaid expenses and deferred chargesStart of year $9,261$3,767
X-15 Other assetsStart of year $81,329$170,848
X-16 Total assetsStart of year $1,123,540$1,150,614
X-17 Accounts payable and accrued expensesStart of year $44,060$33,753
X-25 Other liabilitiesStart of year $0$81,751
X-26 Total liabilitiesStart of year $44,060$115,504
X-27 Net assets without donor restrictionsStart of year $1,000,164$1,005,794
X-28 Net assets with donor restrictionsStart of year $79,316$29,316
X-32 Total net assets or fund balancesStart of year $1,079,480$1,035,110
X-33 Total liabilities and net assetsStart of year $1,123,540$1,150,614
Part XI · Reconciliation of net assets $1,035,110 net assets at year end
XI-1 Total revenue$436,878
XI-2 Total expenses$488,321
XI-3 Revenue less expenses−$51,443
XI-4 Net assets at start of year$1,079,480
XI-5 Net unrealized gains (losses) on investments$7,073
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,035,110

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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