NAMI FOX VALLEY INC (EIN 391545497) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1981

Legal Domicile

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.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$92,457

Total Directors

Key Employees

Highest Compensated

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

NAMI FOX VALLEY INC