Civic Intelligence

Nami Greater Milwaukee Inc

990 • Fiscal year 2017 • EIN 39-1329103

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 06, 2018

3200 S 3rd Street Unit 6Milwaukee, WI 53207

(414) 344-0447

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

91st percentile

0.67x

Higher debt load relative to assets than 91% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

81st percentile

0.08x

Higher debt load relative to revenue than 81% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

14th percentile

-23%

Higher net margin than 14% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

95th percentile

$64,879

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 22.3% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

7th percentile

-59%

Faster asset growth than 7% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

20th percentile

-25%

Faster revenue growth than 20% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$35,402

Down $51,436 (-59%) from 2016

Net Assets

Down

$11,671

Down $65,208 (-85%) from 2016

Liabilities

Up

$23,731

Up $13,772 (+138%) from 2016

Revenue

Down

$291,380

Down $95,118 (-25%) from 2016

Expenses

Down

$358,618

Down $38,587 (-9.7%) from 2016

Net Income

Down

-$67,238

Down $56,531 (-528%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2010: $159,243Liabilities 2010: $11,615Net Assets 2010: $147,6282010Assets 2012: $81,061Liabilities 2012: $28,460Net Assets 2012: $52,6012012Assets 2013: $119,883Liabilities 2013: $26,352Net Assets 2013: $93,5312013Assets 2014: $113,147Liabilities 2014: $803Net Assets 2014: $112,3442014Assets 2015: $120,760Liabilities 2015: $35,800Net Assets 2015: $84,9602015Assets 2016: $86,838Liabilities 2016: $9,959Net Assets 2016: $76,8792016Assets 2017: $35,402Liabilities 2017: $23,731Net Assets 2017: $11,6712017Assets 2018: $96,547Liabilities 2018: $14,874Net Assets 2018: $81,6732018Assets 2019: $202,861Liabilities 2019: $6,459Net Assets 2019: $196,4022019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2017

Assets$35,402
Liabilities$23,731
Net Assets$11,671

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2010: $334,489Expenses 2010: $278,339Net Income 2010: $56,1502010Expenses 2012: $354,3362012Revenue 2013: $366,488Expenses 2013: $325,558Net Income 2013: $40,9302013Revenue 2014: $363,582Expenses 2014: $358,101Net Income 2014: $5,4812014Revenue 2015: $434,887Expenses 2015: $447,933Net Income 2015: -$13,0462015Revenue 2016: $386,498Expenses 2016: $397,205Net Income 2016: -$10,7072016Revenue 2017: $291,380Expenses 2017: $358,618Net Income 2017: -$67,2382017Revenue 2018: $300,652Expenses 2018: $227,229Net Income 2018: $73,4232018Revenue 2019: $353,316Expenses 2019: $238,587Net Income 2019: $114,7292019Revenue 2020: $379,892Expenses 2020: $234,212Net Income 2020: $145,6802020

Highlighted filing

2017

Revenue$291,380
Expenses$358,618
Net Income-$67,238
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 6, 2018
Return Version
2017v2.3
Gross Receipts
$340,314
Mission and Program Overview

Mission

Improving the lives of those with mental illness

The national alliance on mental illness (nami) greater milwaukee is a non-profit community-based, self-help, support, education and advocacy organization dedicated to improving the lives of those with mental illness, their families, and those touched by mental illness.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$37,150$12,683▼ $24,467
Pledges and Grants Receivable$5,000$5,000→ $0
Land, Buildings, and Equipment, Net$2,100$3,972▲ $1,872
Cash and Non-Interest-Bearing Accounts$29,715$2,779▼ $26,936
Prepaid Expenses and Deferred Charges$5,109$2,368▼ $2,741
Accounts Receivable$1,128$1,963▲ $835
Total Assets$86,838$35,402▼ $51,436
Other Assets Total$6,636$6,637▲ $1
Liabilities
Accounts Payable and Accrued Expenses$9,959$22,231▲ $12,272
Deferred Revenue$0$1,500▲ $1,500
Total Liabilities$9,959$23,731▲ $13,772
Net Assets / Fund Balance
Unrestricted Net Assets$72,043$6,835▼ $65,208
Temporarily Rstr Net Assets$4,836$4,836→ $0
Total Net Assets Fund Balance$76,879$11,671▼ $65,208
Total Liabilities and Net Assets / Fund Balance$86,838$35,402▼ $51,436

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,972$44,081$48,053
Other Assets Org$4,837--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peter HoeffelExecutive DirectorFT$51,240$13,639$64,879

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$239,604
Program Service Revenue
$33,176
Investment Income
$365
Other Revenue
$18,235
All Other Contributions
$90,070
Change in Net Assets
$-67,238
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$257,985
Other Expenses$100,633
Total Fundraising Expense$18,169
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$99,797$41,267$8,021$149,085
Current Officers, Directors, Trustees, and Key Employees$43,430$17,959$3,490$64,879
Other Employee Benefits$18,950$7,836$1,523$28,309
Fees for Services Other$21,926$1,273$247$23,446
Occupancy$13,274$5,489$1,067$19,830
Office Expenses$12,038$4,978$967$17,983
Payroll Taxes$10,518$4,349$845$15,712
Fees for Services Accounting$9,183$3,797$738$13,718
Conferences and Meetings$5,427$2,244$436$8,107
Insurance$3,301$1,365$265$4,931
Advertising$1,904$787$153$2,844
Depreciation Depletion-$2,023-$2,023
Other Expenses$713$295$57$1,065
Total Functional Expenses$244,937$95,512$18,169$358,618
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$66,893
Fundraising Direct Expenses$48,934
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Nami Walks$162,226$45,500$38,590$6,910
Dinner & Auction$21,393$21,393$8,300$13,093
Total Events$183,619$66,893$48,934$17,959
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Board members review the 990 by email prior to a board meeting where it is then approved.

Form 990, Part VI, Section B, Line 12C

The policy requires officers, directors and employees to disclose any potential conflicts of interest whenever and as soon as they arise and are asked to report on any potential conflicts.

Form 990, Part VI, Section B, Line 15

Each person's wage is discussed as part of the annual budget process and is approved by the board. When an individual is hired or receives a raise it is recorded in the appropriate minutes and put into the employee's file. Each payroll check also includes a breakdown indicating the pay rate.

Form 990, Part VI, Section C, Line 19

If the public makes a request, the organization will provide form 990.

Filing and Contact Details

Filer

Filer Name
Nami Greater Milwaukee
EIN
39-1329103
Phone
4143440447
Address
3200 S 3RD STREET UNIT 6, MILWAUKEE, WI 53207

Signing Officer

Name
Catherine Mclane
Title
Treasurer
Phone
4143440447
Signed
2018-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrice Baker
Formed
1979
Legal Domicile
Wi
Voting Board Members
13
Independent Board Members
13
Employees
12
Volunteers
200

Preparer

Firm
Reilly Penner & Benton Llp
Address
1233 NORTH MAYFAIR RD SUITE 302, MILWAUKEE, WI 53226-3255
Preparer
Joel Joyce
Phone
4142717800
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
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IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt0203
IRS990/OtherExpensesGrp/FundraisingAmt1157
IRS990/OtherExpensesGrp/FundraisingAmt257
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01043
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1807
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2295
IRS990/OtherExpensesGrp/ProgramServicesAmt02523
IRS990/OtherExpensesGrp/ProgramServicesAmt11953
IRS990/OtherExpensesGrp/ProgramServicesAmt2713
IRS990/OtherExpensesGrp/TotalAmt03769
IRS990/OtherExpensesGrp/TotalAmt12917
IRS990/OtherExpensesGrp/TotalAmt21065
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0276
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0276
IRS990/OtherRevenueTotalAmt0276
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt08021
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt041267
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt099797
IRS990/OtherSalariesAndWagesGrp/TotalAmt0149085
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0845
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04349
IRS990/PayrollTaxesGrp/ProgramServicesAmt010518
IRS990/PayrollTaxesGrp/TotalAmt015712
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt05000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt05000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05109
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02368
IRS990/PrincipalOfficerNm0PATRICE BAKER
IRS990/PriorPeriodAdjustmentsAmt02030
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt033176
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt033176
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0268151
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt058
IRS990/PYOtherExpensesAmt093653
IRS990/PYOtherRevenueAmt055735
IRS990/PYProgramServiceRevenueAmt062554
IRS990/PYRevenuesLessExpensesAmt0-10707
IRS990/PYSalariesCompEmpBnftPaidAmt0303552
IRS990/PYTotalExpensesAmt0397205
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0386498
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-67238
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt033176
IRS990/SavingsAndTempCashInvstGrp/BOYAmt037150
IRS990/SavingsAndTempCashInvstGrp/EOYAmt012683
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0239604
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0268151
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt082950
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0110972
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0149477
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0851154
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0365
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt058
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt056
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt067
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0546
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0628518
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0276
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt03015
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0925
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt02680
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt01061
IRS990ScheduleA/OtherIncome170Grp/TotalAmt07957
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99010
IRS990ScheduleA/PublicSupportPY170Pct00.98790
IRS990ScheduleA/PublicSupportTotal170Amt0851154
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0239604
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0268151
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt082950
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0110972
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0149477
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0851154
IRS990ScheduleA/TotalSupportAmt0859657
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt03972
IRS990ScheduleD/EquipmentGrp/DepreciationAmt044081
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt048053
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01800
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt14837
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SECURITY DEPOSIT
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1UNEMPLOYMENT COMPENSATION RESERVE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03972
IRS990ScheduleD/TotalBookValueOtherAssetsAmt06637
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0116726
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0116726
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt048934
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0NAMI WALKS
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DINNER & AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0162226
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt021393
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0183619
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt045500
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt021393
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt066893
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt017959
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt046890
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt038590
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08300
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02044
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02044
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS REVIEW THE 990 BY EMAIL PRIOR TO A BOARD MEETING WHERE IT IS THEN APPROVED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE POLICY REQUIRES OFFICERS, DIRECTORS AND EMPLOYEES TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST WHENEVER AND AS SOON AS THEY ARISE AND ARE ASKED TO REPORT ON ANY POTENTIAL CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH PERSON'S WAGE IS DISCUSSED AS PART OF THE ANNUAL BUDGET PROCESS AND IS APPROVED BY THE BOARD. WHEN AN INDIVIDUAL IS HIRED OR RECEIVES A RAISE IT IS RECORDED IN THE APPROPRIATE MINUTES AND PUT INTO THE EMPLOYEE'S FILE. EACH PAYROLL CHECK ALSO INCLUDES A BREAKDOWN INDICATING THE PAY RATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3IF THE PUBLIC MAKES A REQUEST, THE ORGANIZATION WILL PROVIDE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B

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