NAMI Fox Valley INC

Appleton, WI · Public charity (501(c)(3))

✓ Tax-deductible
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 · see the original

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 CNAMI Fox Valley INC
EINHdr · item D39-1545497
Exempt statusHdr · item I501(c)(3) · active
Ruling yearIRS BMFMar 1991
Latest filingForm 990FY2024 · Form 990
Principal addressHdr · item CAppleton, WI
NTEE classificationIRS BMFNonprofit
WebsiteHdr · item Jwww.namifoxvalley.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 $0.75 Management & general $0.20 Fundraising $0.05
Program services75%$770K
Management & general20%$207K
Fundraising5%$53K
Total functional expensesLn 25$1.0M

Financial health

Is it on solid ground?

Program efficiency
75%
of spending reaches programs▲ +0.7% vs prior filing year
Operating runway
12.3mo
months of highly liquid reserves at operating expense rate▲ +29% vs prior filing year
Surplus margin
+7%
revenue over expenses, this year▲ +40% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Total assets
$2.2M
FY2024▲ +5%
Total assets by fiscal year
FY2020$1.7M
FY2021$1.8M
FY2022$1.9M
FY2023$2.1M
FY2024$2.2M
Total liabilities
$185K
FY2024▼ -10%
Total liabilities by fiscal year
FY2020$14K
FY2021$20K
FY2022$148K
FY2023$207K
FY2024$185K
Revenue less expensesPt I · Ln 19$77K
Total assetsPt X · Ln 16$2.2M
Program-expense ratioPt IX · col B75%
Voting members of governing bodyPt I · Ln 38
Independent voting membersPt I · Ln 48

Balance Sheet

Part X · end of year
CashLn 1$1.1M
Total assetsLn 16$2.2M
Total liabilitiesLn 26$185K
Total net assetsLn 32$2.0M
Months of cash on handcomputed12.2

Statement of Revenue

Part VIII
Contributions & grants$1.0M · 95%
Program service revenue$32K · 3%
Investment income$26K · 2%
Contributions & grants95%$1.0M
Program service revenue3%$32K
Investment income2%$26K
Other revenue$2K
— government grantsLn 1e$430K
Total revenueLn 12$1.1M

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $1.1M · Operating expenses (Pt IX) $1.0M · Less non-cash grants $6K · Cash operating expenses/yr $1.0M
12.3 months
Where the money goes
Program services
Program services $770K · Total expenses $1.0M
75%
Management & General
Management & general $207K · Total expenses $1.0M
20%
Fundraising
Fundraising $53K · Total expenses $1.0M
5%
Cost to raise $1
Fundraising expense (3-yr avg) $42K · Solicited contributions (3-yr avg) $574K
$0.07 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $1.0M · Total revenue $1.1M
95%
Government reliance
Government grants $430K · Total revenue $1.1M
39%
Earned-income share
Program service revenue $32K · Total revenue $1.1M
3%
Investment reliance
Investment income $26K · Total revenue $1.1M
+2%
Program self-sufficiency
Program service revenue $32K · Total expenses $1.0M
3%
Growth & trend
Revenue growth (YoY)
This year $1.1M · Prior year $1.1M
+5%
Revenue CAGR
FY2020 $1.0M · FY2024 $1.1M
+2%
Net-asset trend (YoY)
End of year $2.0M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $1.1M · Expenses $1.0M
+7%
Liabilities-to-Assets
Total liabilities — · Total assets $2.2M
—
Net-asset ratio
Net assets $2.0M · Total assets $2.2M
92%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $2.2M
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Maren Peterson · Reported title EXECUTIVE DI · Highest reported compensation $92K · Total expenses $1.0M
9%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $784K · Total expenses $1.0M
76%
Peer comparison

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

MetricThis orgPeer medianPercentile
Program ratio 75%——
Overhead ratio 20%——
Fundraising cost ratio 5%——
Revenue growth 5%——
Investment management fee ratio 0.2%——
Accounting fee ratio 2%——

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 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.

See NAMI Fox Valley INC executive salaries →

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Governance & Policies

Part VI
  • 8Voting board membersPt VI · Ln 1a
  • 8Independent 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.

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

Provided by the organization

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Mission & Programs · Part III

Where the work happens

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 →

Filing history

Every return on file.

YearRevenueExpensesChangeFiling
FY2024 Latest Viewing $1.1M$1.0M+5% 990 PDF
FY2023 $1.1M$999K+6% 990 PDF
FY2022 $995K$965K+2% 990 PDF
FY2021 $976K$899K-5% 990 PDF
FY2020 $1.0M$862K 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) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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