The mission of NAMI Wisconsin is to improve the quality of life of people affected by mental illness and to promote recovery.

501(c)(3) charity; gifts are tax-deductible.
67¢ of each $1 spent went to programs.
Run by 25 volunteers and 10 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

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
4 of 5
filings with a surplus
Average surplus $262K a year · 20% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
67%
of spending
Fine: 67% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$74K
to officers and key staff · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
1 mo
of spending, in cash
Fine: 1.2 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $17K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$62K
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
Pt X · Ln 26
Independent board members
18
of 18 voting members
Looks good: 18 of 18 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.2M
-19% vs prior year
Spent
$1.5M
To programs
67%
Net assets
$1.8M
By yearFY2020–FY2024
Revenue
$1.2M
FY2024▼ -19%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.7M
FY2021$815K
FY2022$1.3M
FY2023$1.5M
FY2024$1.2M
Expenses
$1.5M
FY2024▲ +6%
Tap a bar for its year
Expenses by fiscal year
FY2020$698K
FY2021$710K
FY2022$1.0M
FY2023$1.4M
FY2024$1.5M
Net assets
$1.8M
FY2024▼ -7%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.4M
FY2021$1.5M
FY2022$1.6M
FY2023$1.9M
FY2024$1.8M

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 Jan 1983.

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

Where the money goes

67 cents of each dollar spent went to programs.

Program services 67% · $976K Management & general 29% · $430K Fundraising 4% · $53K

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

18 people listed on the 990; $74K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Di
$74,181Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Vice Preside
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Mary Kay Battaglia$74,181$75,232$70,385$67,746$63,000

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 Wisconsin 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

Improves lives and promotes recovery for those affected by mental illness.

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Provided by the organization

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2 programs · $976K · in their own filed words · FY2024
01

Nami wisconsin provides program trainings for family and peer to support recovery, education and advocacy. Support given also provided by referal support calls and emails. We host an annual conference, awareness events including mental illness awareness month, mental illness awareness week, minority awarenes month and suicide awareness…

$678Kprogram expense
02

Nami wisconsin took a led in developing a statewide advocacy coalition called, mental health action partnership (mhap). This coalition has taken over 75% capacity of two staff from the office and 25% of another.

$298Kprogram 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 · FY2025
Total grants receivedfrom 2 funders$17K

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$1.2M
Ln 12
Gifts and grantsLn 1h$1.1M
Fees for servicesLn 2g$87K
Other incomeLn 4–11$37K
Money outPt IX
$1.5M
Ln 25
Programscol B$976K
Managementcol C$430K
Fundraisingcol D$53K
Owns and owesPt X
$1.8M
net assets · Ln 32
Cash and savingsLn 1–2$150K
Total assetsLn 16$1.8M
LiabilitiesLn 26$62K
PeoplePt VI, VII
18
listed · VII A
PaidVII A1
Voting boardVI 1a18
IndependentVI 1b18
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.1M
Government grantsLn 1e$923K
Fees for servicesLn 2g$87K
Investment incomeLn 3$5K
Other incomeLn 4–11$37K
Total revenueLn 12$1.2M
Assets in detailPt X, end of year
CashLn 1$38K
SavingsLn 2$112K
Cash and savings togetherLn 1–2$150K
InvestmentsLn 11–13$959K
Land, buildings, equipmentLn 10c$585K
Total assetsLn 16$1.8M
LiabilitiesLn 26$62K
Net assetsLn 32$1.8M
OperationsPt I, VI
EmployeesI 510
VolunteersI 625
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$149K$150K
InvestmentsLn 11–13$1.1M$959K
Land, buildings, equipmentLn 10c$604K$585K
Total assetsLn 16$1.9M$1.8M
LiabilitiesLn 26$47K$62K
Net assetsLn 32$1.9M$1.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$590K$340K$210K$40K
Other employee benefitsLn 9$44K$24K$19K$1K
Payroll taxesLn 10$50K$28K$18K$3K
Management feesLn 11a$52K$38K$14K
Accounting feesLn 11c$18K$18K
Lobbying feesLn 11d$48K$48K
Investment management feesLn 11f$5K$5K
Advertising and promotionLn 12$20K$20K$202
Office expensesLn 13$66K$46K$19K$28
Information technologyLn 14$21K$21K
OccupancyLn 16$11K$9K$2K
TravelLn 17$33K$24K$8K$919
Conferences, conventions and meetingsLn 19$39K$35K$3K
Depreciation, depletion and amortizationLn 22$19K$19K
InsuranceLn 23$6K$6K
Other expenses (24a–d)Ln 24$406K$380K$20K$6K
All other expensesLn 24e$31K$10K$20K$1K
Total functional expensesLn 25$1.5M$976K$430K$53K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $1.2M$1.5M−$234K$1.8M 990 PDF
FY2023 $1.5M$1.4M$122K$1.9M 990 PDF
FY2022 $1.3M$1.0M$268K$1.6M 990 PDF
FY2021 $815K$710K$105K$1.5M 990 PDF
FY2020 $1.7M$698K$1.0M$1.4M 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
See the full FY2024 990 (6 parts)
Part I · Summary $1,224,039 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,123,945$1,095,131
I-9 Program service revenuePrior year $99,562$87,280
I-10 Investment incomePrior year $246,884$4,978
I-11 Other revenuePrior year $33,073$36,650
I-12 Total revenuePrior year $1,503,464$1,224,039
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $626,453$684,209
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $754,644$774,240
I-18 Total expensesPrior year $1,381,097$1,458,449
I-19 Revenue less expensesPrior year $122,367−$234,410
Part VI · Governance 18 of 18 board members independent, no flags
VI-1a Voting members of the governing body18
VI-1b Independent voting members18
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 $1,224,039 across 8 lines filed
VIII-1b Membership dues$20,116
VIII-1e Government grants$922,874
VIII-1f All other contributions, gifts and grants$152,141
VIII-1h Total contributions, gifts and grants$1,095,131
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $87,280$87,280
VIII-3 Investment incomeExcluded from tax $4,978$4,978
VIII-8 Net income from fundraising events$36,650
VIII-12 Total revenueRelated to mission $87,280 · Excluded from tax $4,978$1,224,039
Part IX · Statement of functional expenses $1,458,449 across 17 lines filed
IX-7 Other salaries and wagesPrograms $340,170 · Management $210,404 · Fundraising $39,680$590,254
IX-9 Other employee benefitsPrograms $23,943 · Management $18,650 · Fundraising $1,468$44,061
IX-10 Payroll taxesPrograms $28,064 · Management $18,414 · Fundraising $3,416$49,894
IX-11a Management feesPrograms $38,072 · Management $14,260$52,332
IX-11c Accounting feesManagement $17,937$17,937
IX-11d Lobbying feesManagement $48,000$48,000
IX-11f Investment management feesManagement $4,975$4,975
IX-12 Advertising and promotionPrograms $19,947 · Fundraising $202$20,149
IX-13 Office expensesPrograms $46,235 · Management $19,309 · Fundraising $28$65,572
IX-14 Information technologyPrograms $21,279$21,279
IX-16 OccupancyPrograms $9,006 · Management $1,538$10,544
IX-17 TravelPrograms $24,129 · Management $8,007 · Fundraising $919$33,055
IX-19 Conferences, conventions and meetingsPrograms $35,145 · Management $3,484$38,629
IX-22 Depreciation, depletion and amortizationManagement $18,602$18,602
IX-23 InsuranceManagement $5,907$5,907
IX-24 Other expenses (24a–d)Programs $380,014 · Management $19,941 · Fundraising $5,988$405,943
IX-24e All other expensesPrograms $9,895 · Management $20,401 · Fundraising $1,020$31,316
IX-25 Total functional expensesPrograms $975,899 · Management $429,829 · Fundraising $52,721$1,458,449
Part X · Balance sheet $1,813,024 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $149,256$37,885
X-2 Savings and temporary cash investments$112,383
X-3 Pledges and grants receivableStart of year $90,953$103,624
X-4 Accounts receivableStart of year $409$790
X-9 Prepaid expenses and deferred chargesStart of year $3,434$14,459
X-10c Land, buildings and equipment, netStart of year $603,837$585,236
X-11 Publicly traded securitiesStart of year $1,087,497$958,647
X-16 Total assetsStart of year $1,935,386$1,813,024
X-17 Accounts payable and accrued expensesStart of year $41,751$38,495
X-19 Deferred revenueStart of year $5,255$23,950
X-26 Total liabilitiesStart of year $47,006$62,445
X-27 Net assets without donor restrictionsStart of year $1,844,783$1,722,390
X-28 Net assets with donor restrictionsStart of year $43,597$28,189
X-32 Total net assets or fund balancesStart of year $1,888,380$1,750,579
X-33 Total liabilities and net assetsStart of year $1,935,386$1,813,024
Part XI · Reconciliation of net assets $1,750,579 net assets at year end
XI-1 Total revenue$1,224,039
XI-2 Total expenses$1,458,449
XI-3 Revenue less expenses−$234,410
XI-4 Net assets at start of year$1,888,380
XI-5 Net unrealized gains (losses) on investments$96,609
XI-10 Net assets at end of year$1,750,579

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

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