Civic Intelligence

Nami Greater Milwaukee Inc

990 • Fiscal year 2019 • EIN 39-1329103

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

1915 N Dr Martin Luther King Jr DrMilwaukee, WI 53212

(414) 344-0447

Siviq Scores

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

Liabilities / Assets

71st percentile

0.03x

Higher debt load relative to assets than 71% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

92nd percentile

110%

Faster asset growth than 92% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

70th percentile

18%

Faster revenue growth than 70% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$202,861

Up $106,314 (+110%) from 2018

Net Assets

Up

$196,402

Up $114,729 (+140%) from 2018

Liabilities

Down

$6,459

Down $8,415 (-57%) from 2018

Revenue

Up

$353,316

Up $52,664 (+18%) from 2018

Expenses

Up

$238,587

Up $11,358 (+5.0%) from 2018

Net Income

Up

$114,729

Up $41,306 (+56%) from 2018

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

2019

Assets$202,861
Liabilities$6,459
Net Assets$196,402

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

2019

Revenue$353,316
Expenses$238,587
Net Income$114,729
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.1
Gross Receipts
$381,025
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 based self help, support, educatioin and advocacy organization dedicated to improving all lives affected by mental illness

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$80,608$137,590▲ $56,982
Accounts Receivable$2,500$33,785▲ $31,285
Pledges and Grants Receivable$2,500$17,500▲ $15,000
Prepaid Expenses and Deferred Charges$3,661$4,095▲ $434
Land, Buildings, and Equipment, Net$425$3,237▲ $2,812
Savings and Temporary Cash Investments$201--
Total Assets$96,547$202,861▲ $106,314
Other Assets Total$6,652$6,654▲ $2
Liabilities
Accounts Payable and Accrued Expenses$14,124$6,459▼ $7,665
Deferred Revenue$750--
Total Liabilities$14,874$6,459▼ $8,415
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$64,655$186,902▲ $122,247
Net Assets With Donor Restrictions$17,018$9,500▼ $7,518
Total Net Assets Fund Balance$81,673$196,402▲ $114,729
Total Liabilities and Net Assets / Fund Balance$96,547$202,861▲ $106,314

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,237$37,939$41,176
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tom DoneganPresident
Katie RoseVice President
Clarence ChouDirector
Clarence JohnsonDirector
Garan ChivinskiDirector
Kelly ArmstrongDirector
Leo RiesDirector
Thomas ReedDirector
Mary MaddenExecutive Director
Ann DilibertiSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$175,465
Program Service Revenue
$22,875
Investment Income
$15
Other Revenue
$154,961
All Other Contributions
$98,484
Change in Net Assets
$114,729

Audited Revenue Reconciliation

Revenue per Audited Statements
$353,316
Revenue Not Reported on Form 990
$520
Total Revenue per Audited Statements
$353,836
Total Revenue per Form 990
$353,316
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$119,874
Salaries, Compensation, and Employee Benefits$118,713
Total Fundraising Expense$25,855
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$70,155$25,903$11,872$107,930
Other Expenses$26,312$9,715$4,453$40,480
Fees for Services Accounting$14,600$5,390$2,471$22,461
Occupancy$10,376$3,831$1,756$15,963
Office Expenses$8,404$3,103$1,423$12,930
Payroll Taxes$6,750$2,492$1,143$10,385
Insurance$3,245$1,198$550$4,993
All Other Expenses$3,417$384$177$3,978
Information Technology$2,431$898$411$3,740
Travel$2,120$783$358$3,261
Depreciation Depletion-$1,168-$1,168
Other Employee Benefits$259$96$43$398
Total Functional Expenses$155,154$57,578$25,855$238,587

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$239,107
Expenses per Audited Statements$238,587
Total Expenses per Form 990$238,587
Expenses Not Reported on Form 990$520
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$182,571
Fundraising Direct Expenses$27,709
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Nami Walk$182,571$182,571$27,709$154,862
Total Events$182,571$182,571$27,709$154,862
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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 persons 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 minues and put into the employees file. Each payroll check also includes a breakdown indicating the rate of pay.

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Nami Greater Milwaukee Inc
EIN
39-1329103
Phone
4143440447
Address
1915 N DR MARTIN LUTHER KING JR DR, Milwaukee, WI 53212

Signing Officer

Name
Mary Madden
Title
Exec Director
Signed
2020-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Donegan
Formed
1979
Legal Domicile
Wi
Voting Board Members
9
Independent Board Members
9
Employees
5
Volunteers
100

Preparer

Firm
Scrima Kabitzke & Co Sc
Address
328 W SUNSET DR, WAUKESHA, WI 53189
Preparer
Robert W Kabitzke
Phone
2625428401
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IRS990/OtherExpensesGrp/ProgramServicesAmt326312
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IRS990/PYOtherExpensesAmt0101700
IRS990/PYOtherRevenueAmt0130674
IRS990/PYProgramServiceRevenueAmt07500
IRS990/PYRevenuesLessExpensesAmt073423
IRS990/PYSalariesCompEmpBnftPaidAmt0125529
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IRS990/PYTotalRevenueAmt0300652
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0114729
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0239604
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0268151
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt082950
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt037939
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
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IRS990ScheduleD/RevenueSubtotalAmt0353316
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03237
IRS990ScheduleD/TotalExpensesPerForm990Amt0238587
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0182571
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IRS990/ScheduleORequiredInd0true
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 PERSONS 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 MINUES AND PUT INTO THE EMPLOYEES FILE. EACH PAYROLL CHECK ALSO INCLUDES A BREAKDOWN INDICATING THE RATE OF PAY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3IF THE PUBLIC MAKES A REQUEST, THE ORGANIZATION WILL PROVIDE THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15

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