NAMI WISCONSIN INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

MARY KAY BATTAGLIA

Phone

6082686000

Tax Period

2024-01-01 to 2024-12-31

NAMI WISCONSIN INC, founded in 1980, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue decreased 19% compared to the prior year. Expenses of $1.5M exceeded revenue, resulting in a 19% operating deficit.

Mission

THE MISSION OF NAMI WISCONSIN IS TO IMPROVE THE QUALITY OF LIFE OF PEOPLE AFFECTED BY MENTAL ILLNESS AND PROMOTE RECOVERY.

Program Service Accomplishments

Program 1

Expenses: $677,906 Revenue: $306,945

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...

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 MONTH. OUTREACH INCLUDES BIMONTHLY IRIS NEWSLETTER, WEBSITE AND SOCIAL MEDIA MAINTENANCE, PRESENTATIONS AND TABLING AT CONFERENCES AND EVENTS. SUPPORT TO LOCAL AFFILIATES THROUGH TRANINGS AND AFFILIATE TECHNICAL SUPPORT. YOUTH PROGRAMMING THROUGH RAISE YOUR VOICE CLUBS AND IN SCHOOL PRESENTATIONS. CRISIS INTERVENTION TRAINING WHICH PROVIDES EDUCATION TO LAW ENFORCEMENT AND CORRECTIONAL OFFICERS ON HOW TO RESPOND TO THOSE IN A MENTAL HEALTH CRISIS. NAMI WISCONSIN IS PROVIDING ADMINISTRATIVE COORDINATION TO BRING TOGETHER A COALITION OF MENTAL HEALTH ADVOCATES, PROVIDERS, PEERS, AND FAMILIES CALLED MENTAL HEALTH ACTION PARTNERSHIP (MHAP).

Program 2

Expenses: $297,993 Revenue: $496,054

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%...

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,095,131

Program Service Revenue $87,280

Investment Income $4,978

Other Revenue $36,650

TOTAL REVENUE $1,224,039

Expense Breakdown

Grants Paid $0

Salaries & Benefits $684,209

Fundraising Expenses $52,721

Program Expenses $975,899

Other Expenses $774,240

TOTAL EXPENSES $1,458,449

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,224,039	$1,503,464	-0.2%
Expenses	$1,458,449	$1,381,097	+0.1%
Net Income	$-234,410	$122,367	-2.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$74,181

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARY KAY BATTAGLIA	EXECUTIVE DI	40.00	Officer	$74,181	$0	$74,181
LUTHER OLSEN	PRESIDENT	1.00	Officer Director	$0	$0	$0
HEATHER KAMINSKI	TREASURER	1.00	Officer Director	$0	$0	$0
CRYSTAL COOK	SECRETARY	1.00	Officer Director	$0	$0	$0
KODY GREENE	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
MARIA HANSON	DIRECTOR	1.00	Director	$0	$0	$0
LEVI STEIN	DIRECTOR	1.00	Director	$0	$0	$0
CHRISSY BARNARD	DIRECTOR	1.00	Director	$0	$0	$0
JOSE CARMONA	DIRECTOR	1.00	Director	$0	$0	$0
JIM SVITAVSKY	DIRECTOR	1.00	Director	$0	$0	$0
TONY THRASHER	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL SMITH	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL WEBER	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA GILLETTE	DIRECTOR	1.00	Director	$0	$0	$0
SHELRIE WILSON	DIRECTOR	1.00	Director	$0	$0	$0
JEFFLYN BROWN	DIRECTOR	1.00	Director	$0	$0	$0
MINDY SCOTT	DIRECTOR	1.00	Director	$0	$0	$0
JESSA VICTOR	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$1,224,039	$1,458,449	$1,813,024	$-234,410
2023	$1,503,464	$1,381,097	$1,935,386	$122,367
2022	$1,296,399	$1,028,489	$1,969,720	$267,910
2021	$814,864	$709,591	$1,560,016	$105,273
2020	$1,748,253	$698,470	$1,419,147	$1,049,783
2020	$1,748,253	$698,470	$1,419,147	$1,049,783
2019	$546,411	$564,415	$373,034	$-18,004
2018	$536,114	$574,438	$360,201	$-38,324
2018	$536,114	$574,438	$360,201	$-38,324