NAMI FOX VALLEY INC

EIN: 391545497 501(c)(3)

APPLETON, WI

Total Revenue
$1,107,460
Total Expenses
$1,030,391
Total Assets
$2,181,208
Net Assets
$1,996,112
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1981
Legal Domicile
WI
Principal Officer
MAREN PETERSON
Phone
9209541550
Tax Period
2024-01-01 to 2024-12-31

NAMI FOX VALLEY INC, founded in 1981, is a community nonprofit that reported $1.1M in total revenue in fiscal year 2024. Expenses of $1.0M left a modest 7% surplus.

Mission

TO SUPPORT AND EMPOWER EVERYONE TOUCHED BY MENTAL ILLNESS AND TO ELIMINATE STIGMA AND NURTURE RECOVERY THROUGH EDUCATION, SUPPORT, ADVOCACY, AND OUTREACH.

Program Service Accomplishments

Program 1
Expenses: $405,460

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...

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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. THE RESPITE IS STAFFED BY PEER COMPANIONS WHO ARE LIVING WELL IN RECOVERY FROM THEIR OWN MENTAL HEALTH CHALLENGES AND HAVE RECEIVED EXTENSIVE TRAINING IN PROVIDING PEER SUPPORT TO OTHERS. THE PEER COMPANIONS PROVIDE SUPPORT TO GUESTS STAYING AT THE RESPITE AS WELL AS TO CALLERS TO A TELEPHONE WARM LINE. IN 2024, IRIS PLACE WELCOMED 140 GUESTS AND PROVIDED SUPPORT ON 2,661 WARM LINE CALLS.

Program 2
Expenses: $183,013 Revenue: $2,471

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...

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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. IN 2024, NAMI FOX VALLEY DELIVERED 300 MENTAL HEALTH AND SUICIDE PREVENTION TRAININGS IN LOCAL CLASSROOMS TO 6,622 STUDENTS, PRESENTED 77 MENTAL HEALTH TRAININGS FOR ADULTS TO APPROXIMATELY 1,624 ATTENDEES, HOSTED RESOURCE TABLES AT 34 EVENTS, AND GRADUATED 121 INDIVIDUALS WITH MENTAL ILLNESS OR THEIR FAMILY MEMBERS FROM 12 MULTI-WEEK MENTAL HEALTH EDUCATION COURSES.

Program 3
Expenses: $181,192 Revenue: $29,982

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...

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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. THE GROUPS ARE DESIGNED TO HELP INDIVIDUALS LIVING WITH MENTAL ILLNESS AND THEIR FAMILY MEMBERS TO FEEL UNDERSTOOD, RESPECTED, SUPPORTED, AND HEARD, AND TO INCREASE COPING SKILLS, SELF-ADVOCACY, AND HOPE. IN 2024, A TOTAL OF 2,494 PARTICIPANTS ATTENDED 340 SUPPORT GROUP MEETINGS. NAMI FOX VALLEY ALSO PROVIDED ONE-ON-ONE SUPPORT IN A VARIETY OF CONTEXTS TO INDIVIDUALS AND FAMILIES NAVIGATING THE JOURNEY OF MENTAL ILLNESS.

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Trantor Score

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,047,683
Program Service Revenue $32,453
Investment Income $25,721
Other Revenue $1,603
TOTAL REVENUE $1,107,460

Expense Breakdown

Grants Paid $0
Salaries & Benefits $783,851
Fundraising Expenses $53,431
Program Expenses $769,665
Other Expenses $246,540
TOTAL EXPENSES $1,030,391

Year-over-Year Comparison

2024 2023 Change
Revenue $1,107,460 $1,051,661 +0.1%
Expenses $1,030,391 $999,342 +0.0%
Net Income $77,069 $52,319 +0.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
8
Independent Members
8
Employees
40
Volunteers
40

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
5
$92,457
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MAREN PETERSON EXECUTIVE DI 40.00
Officer
$92,457 $0 $92,457
JEFF HACKER TREASURER 5.00
Officer Director
$0 $0 $0
NICHOLAS HEENAN AT-LARGE MEM 2.00
Director
$0 $0 $0
SANDRA LANGENBERG-PANZER BOARD CHAIR 5.00
Officer Director
$0 $0 $0
DOTTIE LECLAIR AT LARGE MEM 2.00
Director
$0 $0 $0
IAN MEVIS VICE CHAIR 5.00
Officer Director
$0 $0 $0
ANGELA SAVIDES SECRETARY 5.00
Officer Director
$0 $0 $0
LISA SCHMID AT-LARGE MEM 2.00
Director
$0 $0 $0
ANNA WILCOX AT-LARGE MEM 2.00
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 $1,107,460 $1,030,391 $2,181,208 $77,069
2023 $1,051,661 $999,342 $2,069,383 $52,319
2022 $994,768 $964,840 $1,920,971 $29,928
2021 $976,305 $898,742 $1,822,444 $77,563
2020 $1,023,564 $861,864 $1,692,980 $161,700
2019 $984,917 $945,849 $1,526,643 $39,068
2018 $973,452 $967,877 $1,433,140 $5,575
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