Civic Intelligence

Nami Wisconsin Inc.

990 • Fiscal year 2018 • EIN 39-1397227

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

4233 W Beltline HwyMadison, WI 53711-3814

(608) 268-6000

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$360,201

Flat from 2018

Net Assets

Flat

$342,492

Flat from 2018

Liabilities

Flat

$17,709

Flat from 2018

Revenue And Expenses

Revenue

Flat

$536,114

Flat from 2018

Expenses

Flat

$574,438

Flat from 2018

Net Income

Flat

-$38,324

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $320,071Liabilities 2010: $158,549Net Assets 2010: $161,5222010Assets 2011: $264,220Liabilities 2011: $152,734Net Assets 2011: $111,4862011Assets 2012: $273,244Liabilities 2012: $127,897Net Assets 2012: $145,3472012Assets 2013: $331,604Liabilities 2013: $33,786Net Assets 2013: $297,8182013Assets 2014: $305,382Liabilities 2014: $28,334Net Assets 2014: $277,0482014Assets 2015: $410,463Liabilities 2015: $60,602Net Assets 2015: $349,8612015Assets 2016: $372,234Liabilities 2016: $42,137Net Assets 2016: $330,0972016Assets 2017: $390,675Liabilities 2017: $9,859Net Assets 2017: $380,8162017Assets 2018: $360,201Liabilities 2018: $17,709Net Assets 2018: $342,4922018Assets 2018: $360,201Liabilities 2018: $17,709Net Assets 2018: $342,4922018Assets 2019: $373,034Liabilities 2019: $31,446Net Assets 2019: $341,5882019Assets 2020: $1,419,147Liabilities 2020: $27,776Net Assets 2020: $1,391,3712020Assets 2021: $1,560,016Liabilities 2021: $35,086Net Assets 2021: $1,524,9302021Assets 2022: $1,969,720Liabilities 2022: $338,423Net Assets 2022: $1,631,2972022Assets 2023: $1,935,386Liabilities 2023: $47,006Net Assets 2023: $1,888,3802023Assets 2024: $1,813,024Liabilities 2024: $62,445Net Assets 2024: $1,750,5792024

Highlighted filing

2018

Assets$360,201
Liabilities$17,709
Net Assets$342,492

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $434,5202010Expenses 2011: $422,8292011Expenses 2012: $373,8832012Revenue 2013: $589,466Expenses 2013: $436,996Net Income 2013: $152,4702013Revenue 2014: $399,319Expenses 2014: $420,089Net Income 2014: -$20,7702014Revenue 2015: $752,384Expenses 2015: $679,570Net Income 2015: $72,8142015Revenue 2016: $632,277Expenses 2016: $652,041Net Income 2016: -$19,7642016Revenue 2017: $523,732Expenses 2017: $473,013Net Income 2017: $50,7192017Revenue 2018: $536,114Expenses 2018: $574,438Net Income 2018: -$38,3242018Revenue 2018: $536,114Expenses 2018: $574,438Net Income 2018: -$38,3242018Revenue 2019: $546,411Expenses 2019: $564,415Net Income 2019: -$18,0042019Revenue 2020: $1,748,253Expenses 2020: $698,470Net Income 2020: $1,049,7832020Revenue 2021: $814,864Expenses 2021: $709,591Net Income 2021: $105,2732021Revenue 2022: $1,296,399Expenses 2022: $1,028,489Net Income 2022: $267,9102022Revenue 2023: $1,503,464Expenses 2023: $1,381,097Net Income 2023: $122,3672023Revenue 2024: $1,224,039Expenses 2024: $1,458,449Net Income 2024: -$234,4102024

Highlighted filing

2018

Revenue$536,114
Expenses$574,438
Net Income-$38,324
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Gross Receipts
$536,114
Mission and Program Overview

Mission

The mission of NAMI Wisconsin is to improve

The mission of NAMI Wisconsin is to improve the quality of life of people affected by mental illness and to promote recovery.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$170,383$172,778▲ $2,395
Cash and Non-Interest-Bearing Accounts$170,273$157,394▼ $12,879
Pledges and Grants Receivable$42,849$28,597▼ $14,252
Accounts Receivable$5,000--
Prepaid Expenses and Deferred Charges$2,170$1,432▼ $738
Total Assets$390,675$360,201▼ $30,474
Liabilities
Accounts Payable and Accrued Expenses$9,859$17,709▲ $7,850
Deferred Revenue$0--
Total Liabilities$9,859$17,709▲ $7,850
Net Assets / Fund Balance
Unrestricted Net Assets$364,079$326,716▼ $37,363
Temporarily Rstr Net Assets$16,737$15,776▼ $961
Total Net Assets Fund Balance$380,816$342,492▼ $38,324
Total Liabilities and Net Assets / Fund Balance$390,675$360,201▼ $30,474

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$124,487$98,990-
Land$40,000--
Equipment$0$36,799-
Leasehold Improvements$8,291$217,271-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Nathan SchorrExecutive DirectorFT$41,264$41,264
Jessica GruneichExecutive DirectorFT$35,447$35,447

Board Members and Trustees

NameTitle
Rob GolubPresident
Ricky MuhammadVice President
Angela FingardBoard Member
Chris SchmalingBoard Member
Christopher KeenanBoard Member
Jennifer KleinertBoard Member
Jessie UttkeBoard Member
John BattagliaBoard Member
Katherine RybakBoard Member
Kay JewellBoard Member
Kellie KruseBoard Member
Lindsay StevensBoard Member
Scott AndersonBoard Member
Lauren KeepersSecretary
Tenisha GrimmerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$493,228
Program Service Revenue
$42,886
Investment Income
$0
Other Revenue
$0
All Other Contributions
$99,082
Change in Net Assets
$-38,324

Audited Revenue Reconciliation

Revenue per Audited Statements
$536,114
Total Revenue per Audited Statements
$536,114
Total Revenue per Form 990
$536,114
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$296,134
Other Expenses$278,304
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$195,400$8,063$0$203,463
All Other Expenses$38,642$32,028$0$70,670
Current Officers, Directors, Trustees, and Key Employees$0$65,260$0$65,260
Payroll Taxes$17,268$6,488$0$23,756
Travel$12,188$3,165$0$15,353
Fees for Services Accounting$5,073$7,715$0$12,788
Depreciation Depletion$0$6,488$0$6,488
Insurance$2,047$4,396$0$6,443
Occupancy$3,533$1,104$0$4,637
Office Expenses$2,989$1,116$0$4,105
Other Expenses$2,791$1,015$0$3,806
Other Employee Benefits$2,877$778$0$3,655
Advertising$165$0$0$165
Total Functional Expenses$429,164$145,274$0$574,438

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$574,438
Total Expenses per Audited Statements$574,438
Total Expenses per Form 990$574,438
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Audit committee
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
NAMI Wisconsin Inc
EIN
39-1397227
Phone
6082686000
Address
4233 W Beltline Hwy, Madison, WI 53711-3814

Signing Officer

Name
Mary Kay Battaglia
Title
Executive Director
Phone
6082686000
Signed
2019-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Kay Battaglia
Formed
1980
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
11
Employees
9
Volunteers
15

Preparer

Firm
Brendon Kane CPA PLLC
Address
2817 Fish Hatchery Rd, Fitchburg, WI 53713
Preparer
Brendon Kane CPA
Phone
6082715585
Supplemental Narrative

Additional Explanations

Pt VI, Line 12C

Board committee

Pt VI, Line 11B

Emailed to Board Members, reviewed 9.21.19 BOD meeting

Pt VI, Line 15A

Board committee

Pt VI, Line 7A

Board Members

Pt VI, Line 7B

The members must approve changes to the bylaws

Pt VI, Line 10B

NAMI is a 3-tiered member-based affiliate organization - NAMI (national), NAMI WI (state affiliate), local affiliates. The bylaws and procedures are recommended by the national NAMI which has final approval of said documents; NAMI WI is responsible for assisting the affiliates & ensuring compliance.

Form 990, Part IX, Line 24E

Outreach 9550. 9098. 452. 0.

Form 990, Part IX, Line 24E

Printing & Copying 19874. 18385. 1489. 0.

Form 990, Part IX, Line 24E

Small equipment 1150. 559. 591. 0.

Form 990, Part IX, Line 24E

Telephone 3771. 2527. 1244. 0.

Form 990, Part IX, Line 24E

Educational Supplies 7304. 3616. 3688. 0.

Form 990, Part IX, Line 24E

Postage 1993. 1693. 300. 0.

Form 990, Part IX, Line 24E

Repairs & Maintenance 22134. 1228. 20906. 0.

Form 990, Part IX, Line 24E

Affiliates 4894. 1536. 3358. 0.

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IRS990/Desc0THE FAMILY-TO-FAMILY EDUCATION PROGRAM IS A TWELVE-WEEK COURSE FOR FAMILIES OF INDIVIDUALS WITH SEVERE MENTAL ILLNESS DESIGNED TO FOSTER LEARNING, HEALING, AND EMPOWERMENT WITHIN THOSE FAMILIES. TRAINED FAMILY MEMBERS TEACH THE COURSE.
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IRS990/OccupancyGrp/ProgramServicesAmt03533
IRS990/OccupancyGrp/TotalAmt04637
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01116
IRS990/OfficeExpensesGrp/ProgramServicesAmt02989
IRS990/OfficeExpensesGrp/TotalAmt04105
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0778
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02877
IRS990/OtherEmployeeBenefitsGrp/TotalAmt03655
IRS990/OtherExpensesGrp/Desc0Training
IRS990/OtherExpensesGrp/Desc1Dues and Subscriptions
IRS990/OtherExpensesGrp/Desc2Bank Charges
IRS990/OtherExpensesGrp/Desc3Board expense
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04245
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11262
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22151
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31015
IRS990/OtherExpensesGrp/ProgramServicesAmt0145129
IRS990/OtherExpensesGrp/ProgramServicesAmt11062
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt32791
IRS990/OtherExpensesGrp/TotalAmt0149374
IRS990/OtherExpensesGrp/TotalAmt12324
IRS990/OtherExpensesGrp/TotalAmt22151
IRS990/OtherExpensesGrp/TotalAmt33806
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt08063
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0195400
IRS990/OtherSalariesAndWagesGrp/TotalAmt0203463
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06488
IRS990/PayrollTaxesGrp/ProgramServicesAmt017268
IRS990/PayrollTaxesGrp/TotalAmt023756
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt042849
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt028597
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02170
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01432
IRS990/PrincipalOfficerNm0Mary Kay Battaglia
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0561920
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0Conferences
IRS990/ProgramServiceRevenueGrp/Desc1Other Program Revenue
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt033268
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt19618
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgSrvcAccomActy2Grp/Desc0Crisis intervention training for law enforcement
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0144594
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0108123
IRS990/ProgSrvcAccomActy3Grp/Desc0Miscellaneous training events
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt04224
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt020000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0474517
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0220573
IRS990/PYProgramServiceRevenueAmt049215
IRS990/PYRevenuesLessExpensesAmt050719
IRS990/PYSalariesCompEmpBnftPaidAmt0252440
IRS990/PYTotalExpensesAmt0473013
IRS990/PYTotalRevenueAmt0523732
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-38324
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0240875
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0526496
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0513991
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0615231
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0737514
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0399319
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02792551
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt02792551
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0526496
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0513991
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0615231
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0737514
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0399319
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02792551
IRS990ScheduleA/TotalSupportAmt02792551
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0124487
IRS990ScheduleD/BuildingsGrp/DepreciationAmt098990
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0223477
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt036799
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt036799
IRS990ScheduleD/ExpensesSubtotalAmt0574438
IRS990ScheduleD/LandGrp/BookValueAmt040000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt040000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt08291
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0217271
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt0225562
IRS990ScheduleD/RevenueSubtotalAmt0536114
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0172778
IRS990ScheduleD/TotalExpensesPerForm990Amt0574438
IRS990ScheduleD/TotalRevenuePerForm990Amt0536114
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0536114
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0574438
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Board committee
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Emailed to Board Members, reviewed 9.21.19 BOD meeting
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Board committee
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Board Members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The members must approve changes to the bylaws
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NAMI is a 3-tiered member-based affiliate organization - NAMI (national), NAMI WI (state affiliate), local affiliates. The bylaws and procedures are recommended by the national NAMI which has final approval of said documents; NAMI WI is responsible for assisting the affiliates & ensuring compliance.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Outreach 9550. 9098. 452. 0.

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$0.06$1.75$1.22$1.46$0.23
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$0.05$1.89$1.50$1.38$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.97$0.34$1.63$1.30$1.03$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.04$1.52$0.81$0.71$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.03$1.39$1.75$0.70$1.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.03$0.34$0.55$0.56$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.36$0.02$0.34$0.54$0.57$0.04
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.02$0.34$0.54$0.57$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.01$0.38$0.52$0.47$0.05
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.04$0.33$0.63$0.65$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.41$0.06$0.35$0.75$0.68$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.31$0.03$0.28$0.40$0.42$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.33$0.03$0.30$0.59$0.44$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.13$0.15$0.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.26$0.15$0.11$0.42
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.32$0.16$0.16$0.43