NAMI Fox Valley INC

Tax-deductible

Appleton, WI501(c)(3)EIN 39-1545497

To support and empower everyone touched by mental illness and to eliminate stigma and nurture recovery through education, support, advocacy, and outreach.

501(c)(3) charity; gifts are tax-deductible.
75¢ of each $1 spent went to programs.
Run by 50 volunteers and 35 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
5 of 5
filings with a surplus
Average surplus $80K a year · 8% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
75%
of spending
Fine: 75% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$92K
to officers and key staff · 9% of spending
Looks good: pay to officers and key staff is 9% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
12 mo
of spending, in cash
Looks good: 12.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
8
named funders · $373K
Looks good: 8 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$185K
8% of total assets
Looks good: liabilities are 8% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.1M
+5% vs prior year
Spent
$1.0M
To programs
75%
Net assets
$2.0M
By yearFY2020–FY2024
Revenue
$1.1M
FY2024▲ +5%
Revenue by fiscal year
FY2020$1.0M
FY2021$976K
FY2022$995K
FY2023$1.1M
FY2024$1.1M
Expenses
$1.0M
FY2024▲ +3%
Expenses by fiscal year
FY2020$862K
FY2021$899K
FY2022$965K
FY2023$999K
FY2024$1.0M
Net assets
$2.0M
FY2024▲ +7%
Net assets by fiscal year
FY2020$1.7M
FY2021$1.8M
FY2022$1.8M
FY2023$1.9M
FY2024$2.0M

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

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 1991.

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

Where the money goes

75 cents of each dollar spent went to programs.

Program services 75% · $770K Management & general 20% · $207K Fundraising 5% · $53K

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

Who runs it and what they're paid

9 people listed on the 990; $92K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Di
$92,457Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
At-Large Mem
$0Pt VII · Sec A
$0Pt VII · Sec A
At Large Mem
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
At-Large Mem
$0Pt VII · Sec A

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

NameFY2024FY2023FY2022FY2021FY2020
Maren Peterson$92,457$88,768$85,481$83,780$82,752

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

Empowers those affected by mental illness, educates, advocates, and fosters recovery.

Provided by the organization

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3 program services account for $770K of program spending, described in the organization's own filed words · FY2024.
01

Iris Place Peer Run Respite Program

Nami fox valley's peer run respite center, iris place, offers a short-term stay (1-7 nights) in a 5-BEDROOM, home-like environment for individuals who are seeking peer support for mental health challenges. Peer support is an evidence-based practice that fosters recovery and improves quality of life.

$405Kprogram expense
02

Education & Outreach Program

Nami fox valley's education and outreach program offers a wide variety of classes and presentations that increase mental health literacy, break down the stigma surrounding mental illness, and increase participants' ability to understand and address their own mental health needs AND/OR the mental health needs of others.

$183Kprogram expense
03

Support Program

Nami fox valley's support program offers numerous peer support groups and access to one-on-one peer support for individuals living with mental illness and their family members. Nami fox valley offers approximately 30 support group meetings each month, each of which is facilitated by two trained staff members or volunteers.

$181Kprogram 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 · funders on record
Grants received · FY2024
See all 8 funders →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$1.1M
Ln 12
Gifts and grantsLn 1h$1.0M
Fees for servicesLn 2g$32K
Investment incomeLn 3$26K
Money outPt IX
$1.0M
Ln 25
Programscol B$770K
Managementcol C$207K
Fundraisingcol D$53K
Owns and owesPt X
$2.0M
net assets · Ln 32
Cash and savingsLn 1–2$1.1M
Total assetsLn 16$2.2M
LiabilitiesLn 26$185K
PeoplePt VI, VII
9
listed · VII A
PaidVII A1
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.0M
Government grantsLn 1e$430K
Noncash giftsLn 1g$6K
Fundraising eventsLn 1c$121K
Fees for servicesLn 2g$32K
Investment incomeLn 3$26K
Other incomeLn 4–11$2K
Total revenueLn 12$1.1M
Assets in detailPt X, end of year
CashLn 1$13K
SavingsLn 2$1.0M
Cash and savings togetherLn 1–2$1.1M
Land, buildings, equipmentLn 10c$383K
Other assetsLn 15$561K
Total assetsLn 16$2.2M
LiabilitiesLn 26$185K
Net assetsLn 32$2.0M
OperationsPt I, VI
EmployeesI 535
VolunteersI 650
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$781K$1.1M
Land, buildings, equipmentLn 10c$402K$383K
Total assetsLn 16$2.1M$2.2M
LiabilitiesLn 26$207K$185K
Net assetsLn 32$1.9M$2.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$92K$46K$42K$5K
Other salaries and wagesLn 7$632K$523K$78K$31K
Other employee benefitsLn 9$2K$1K$368$131
Payroll taxesLn 10$58K$46K$10K$3K
Accounting feesLn 11c$23K$23K
Investment management feesLn 11f$4K$4K
Other fees for servicesLn 11g$21K$21K
Office expensesLn 13$49K$28K$9K$12K
OccupancyLn 16$72K$69K$3K
TravelLn 17$11K$7K$4K
Conferences, conventions and meetingsLn 19$3K$3K$390
Depreciation, depletion and amortizationLn 22$25K$23K$2K
InsuranceLn 23$21K$19K$2K
Other expenses (24a–d)Ln 24$18K$4K$11K$3K
Total functional expensesLn 25$1.0M$770K$207K$53K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $1.1M$1.0M$77K$2.0M 990 PDF
FY2023 $1.1M$999K$52K$1.9M 990 PDF
FY2022 $995K$965K$30K$1.8M 990 PDF
FY2021 $976K$899K$78K$1.8M 990 PDF
FY2020 $1.0M$862K$162K$1.7M 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 (4 parts)
Part VIII · Statement of revenue $1,107,460 across 12 lines filed
Lines not itemized here account for $1,613 of total revenue; see the IRS return.
VIII-1a Federated campaigns$124,041
VIII-1b Membership dues$1,452
VIII-1c Fundraising events$120,682
VIII-1e Government grants$430,227
VIII-1f All other contributions, gifts and grants$371,281
VIII-1g Noncash contributions (included above)$6,104
VIII-1h Total contributions, gifts and grants$1,047,683
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $32,453$32,453
VIII-3 Investment incomeExcluded from tax $25,721$25,721
VIII-8 Net income from fundraising events−$3,679
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $3,669$3,669
VIII-12 Total revenueRelated to mission $37,735 · Excluded from tax $25,721$1,107,460
Part IX · Statement of functional expenses $1,030,391 across 14 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $46,229 · Management $41,605 · Fundraising $4,623$92,457
IX-7 Other salaries and wagesPrograms $522,509 · Management $78,141 · Fundraising $30,887$631,537
IX-9 Other employee benefitsPrograms $1,430 · Management $368 · Fundraising $131$1,929
IX-10 Payroll taxesPrograms $45,539 · Management $9,562 · Fundraising $2,827$57,928
IX-11c Accounting feesManagement $23,478$23,478
IX-11f Investment management feesManagement $3,667$3,667
IX-11g Other fees for servicesManagement $20,798$20,798
IX-13 Office expensesPrograms $27,686 · Management $8,822 · Fundraising $12,170$48,678
IX-16 OccupancyPrograms $69,463 · Management $2,667$72,130
IX-17 TravelPrograms $7,158 · Management $3,508$10,666
IX-19 Conferences, conventions and meetingsPrograms $2,797 · Management $390$3,187
IX-22 Depreciation, depletion and amortizationPrograms $23,335 · Management $1,638$24,973
IX-23 InsurancePrograms $19,127 · Management $2,126$21,253
IX-24 Other expenses (24a–d)Programs $4,392 · Management $10,525 · Fundraising $2,793$17,710
IX-25 Total functional expensesPrograms $769,665 · Management $207,295 · Fundraising $53,431$1,030,391
Part X · Balance sheet $2,181,208 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $20,006$12,850
X-2 Savings and temporary cash investmentsStart of year $761,412$1,038,147
X-4 Accounts receivableStart of year $176,526$173,025
X-8 Inventories for sale or useStart of year $4,435$3,084
X-9 Prepaid expenses and deferred chargesStart of year $12,128$10,275
X-10c Land, buildings and equipment, netStart of year $402,016$382,773
X-15 Other assetsStart of year $692,860$561,054
X-16 Total assetsStart of year $2,069,383$2,181,208
X-17 Accounts payable and accrued expensesStart of year $23,855$25,450
X-19 Deferred revenue$225
X-25 Other liabilitiesStart of year $182,757$159,421
X-26 Total liabilitiesStart of year $206,612$185,096
X-27 Net assets without donor restrictionsStart of year $1,635,767$1,721,676
X-28 Net assets with donor restrictionsStart of year $227,004$274,436
X-32 Total net assets or fund balancesStart of year $1,862,771$1,996,112
X-33 Total liabilities and net assetsStart of year $2,069,383$2,181,208
Part XI · Reconciliation of net assets $1,996,112 net assets at year end
XI-1 Total revenue$1,107,460
XI-2 Total expenses$1,030,391
XI-3 Revenue less expenses$77,069
XI-4 Net assets at start of year$1,862,771
XI-5 Net unrealized gains (losses) on investments$56,272
XI-10 Net assets at end of year$1,996,112

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

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