Civic Intelligence

Nami Fox Valley Inc.

990 • Fiscal year 2013 • EIN 39-1545497

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 31, 2014

Organization ProfileWWW.NAMIFOXVALLEY.ORG
211 E Franklin StAppleton, WI 54911

(920) 954-1550

Siviq Scores

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

Liabilities / Assets

50th percentile

0.12x

Higher debt load relative to assets than 50% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

62nd percentile

0.21x

Higher debt load relative to revenue than 62% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

54th percentile

$58,143

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 9.0% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

58th percentile

4.6%

Faster asset growth than 58% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$1,138,764

Up $50,593 (+4.6%) from 2012

Net Assets

Up

$1,002,741

Up $261,120 (+35%) from 2012

Liabilities

Down

$136,023

Down $210,527 (-61%) from 2012

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin86th percentile

Revenue

$647,974

No earlier filing loaded for comparison.

Expenses

Up

$424,588

Up $567 (+0.1%) from 2012

Net Income

$223,386

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $627,720Liabilities 2010: $7,443Net Assets 2010: $620,2772010Assets 2011: $653,356Liabilities 2011: $8,674Net Assets 2011: $644,6822011Assets 2012: $1,088,171Liabilities 2012: $346,550Net Assets 2012: $741,6212012Assets 2013: $1,138,764Liabilities 2013: $136,023Net Assets 2013: $1,002,7412013Assets 2014: $1,084,173Liabilities 2014: $115,417Net Assets 2014: $968,7562014Assets 2015: $1,151,666Liabilities 2015: $30,968Net Assets 2015: $1,120,6982015Assets 2016: $1,250,395Liabilities 2016: $69,428Net Assets 2016: $1,180,9672016Assets 2017: $1,446,816Liabilities 2017: $32,713Net Assets 2017: $1,414,1032017Assets 2018: $1,433,140Liabilities 2018: $42,497Net Assets 2018: $1,390,6432018Assets 2019: $1,526,643Liabilities 2019: $39,290Net Assets 2019: $1,487,3532019Assets 2020: $1,692,980Liabilities 2020: $14,114Net Assets 2020: $1,678,8662020Assets 2021: $1,822,444Liabilities 2021: $19,982Net Assets 2021: $1,802,4622021Assets 2022: $1,920,971Liabilities 2022: $147,911Net Assets 2022: $1,773,0602022Assets 2023: $2,069,383Liabilities 2023: $206,612Net Assets 2023: $1,862,7712023Assets 2024: $2,181,208Liabilities 2024: $185,096Net Assets 2024: $1,996,1122024

Highlighted filing

2013

Assets$1,138,764
Liabilities$136,023
Net Assets$1,002,741
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $314,5482010Expenses 2011: $385,5732011Expenses 2012: $424,0212012Revenue 2013: $647,974Expenses 2013: $424,588Net Income 2013: $223,3862013Revenue 2014: $510,762Expenses 2014: $553,295Net Income 2014: -$42,5332014Revenue 2015: $1,109,558Expenses 2015: $957,616Net Income 2015: $151,9422015Revenue 2016: $902,741Expenses 2016: $840,245Net Income 2016: $62,4962016Revenue 2017: $941,741Expenses 2017: $882,068Net Income 2017: $59,6732017Revenue 2018: $973,452Expenses 2018: $967,877Net Income 2018: $5,5752018Revenue 2019: $984,917Expenses 2019: $945,849Net Income 2019: $39,0682019Revenue 2020: $1,023,564Expenses 2020: $861,864Net Income 2020: $161,7002020Revenue 2021: $976,305Expenses 2021: $898,742Net Income 2021: $77,5632021Revenue 2022: $994,768Expenses 2022: $964,840Net Income 2022: $29,9282022Revenue 2023: $1,051,661Expenses 2023: $999,342Net Income 2023: $52,3192023Revenue 2024: $1,107,460Expenses 2024: $1,030,391Net Income 2024: $77,0692024

Highlighted filing

2013

Revenue$647,974
Expenses$424,588
Net Income$223,386
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 31, 2014
Return Version
2013v3.1
Gross Receipts
$663,869
Mission and Program Overview

Mission

To support and empower everyone touched by mental illness and to eliminate stigma and nurture recovery through education, support, advocacy and outreach.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$413,267$465,456▲ $52,189
Investments Other Securities$339,836$377,570▲ $37,734
Pledges and Grants Receivable$77,677$157,114▲ $79,437
Savings and Temporary Cash Investments$136,505$132,591▼ $3,914
Cash and Non-Interest-Bearing Accounts$72,719$0▼ $72,719
Prepaid Expenses and Deferred Charges$2,946$4,218▲ $1,272
Accounts Receivable$32,711$1,815▼ $30,896
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,088,171$1,138,764▲ $50,593
Other Assets Total$12,510$0▼ $12,510
Liabilities
Mortgage Notes Payable Secured by Investment Property$334,500$125,000▼ $209,500
Other Liabilities$5,330$6,424▲ $1,094
Accounts Payable and Accrued Expenses$6,720$4,599▼ $2,121
Total Liabilities$346,550$136,023▼ $210,527
Net Assets / Fund Balance
Unrestricted Net Assets$741,621$1,002,741▲ $261,120
Total Net Assets Fund Balance$741,621$1,002,741▲ $261,120
Total Liabilities and Net Assets / Fund Balance$1,088,171$1,138,764▲ $50,593

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$364,115$34,406$398,521
Land$72,611-$72,611
Leasehold Improvements$18,375$31,072$49,447
Equipment$10,355$25,164$35,519

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$339,836-▲ $43,029$5,295$377,570
2012$302,333$5,097▲ $37,869$5,463$339,836
2011$319,013$14,397▼ $18,726$12,351$302,333
2010$210,840$91,255▲ $27,552$10,634$319,013
2009$168,052$15,775▲ $38,341$11,328$210,840
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Beth ClayExecutive DirecFT$58,143$58,143

Board Members and Trustees

NameTitle
Joan HelbingPresident
Joe TroyVice President
Ann JadinDirector
Brandt SwardenskiDirector
Catlin ClanceDirector
Christine CornellDirector
Greg Gill JrDirector
Mary Ellen VickstaDirector
Rachel FitzgeraldDirector
Tamra RetlickDirector
Thomas TatlockDirector
Kara PattersonSecretary
Craig HerrelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$545,197
Program Service Revenue
$15,400
Investment Income
$1,270
Other Revenue
$86,107
All Other Contributions
$481,065
Change in Net Assets
$223,386

Audited Revenue Reconciliation

Revenue per Audited Statements
$647,974
Revenue Not Reported on Form 990
$53,629
Total Revenue per Audited Statements
$701,603
Total Revenue per Form 990
$647,974
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$263,243
Other Expenses$161,345
Total Fundraising Expense$34,847
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$136,887$27,377$18,252$182,516
Current Officers, Directors, Trustees, and Key Employees$43,607$8,722$5,814$58,143
Payroll Taxes$16,938$3,388$2,258$22,584
Occupancy$18,642$2,072-$20,714
All Other Expenses$14,194$1,399$658$16,251
Depreciation Depletion$11,064$1,229-$12,293
Insurance$6,164$685-$6,849
Office Expenses$6,111$679-$6,790
Interest$5,748$639-$6,387
Fees for Services Accounting-$5,600-$5,600
Other Expenses$3,929$437$2,350$4,366
Travel$2,660$296-$2,956
Fees for Services Other-$1,756-$1,756
Advertising$529--$529
Total Functional Expenses$333,450$56,291$34,847$424,588

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$440,483
Expenses per Audited Statements$424,588
Total Expenses per Form 990$424,588
Expenses Not Reported on Form 990$15,895
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$91,872
Fundraising Direct Expenses$5,746
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$87,190$87,190$5,746$81,444
Total Events$87,190$87,190$5,746$81,444
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued payroll liabilities$6,424
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“A copy of the 990 was reviewed by the Executive Director and by members of the Board.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The documents would be available upon request.”

Filing and Contact Details

Filer

EIN
39-1545497
Phone
9209541550

Signing Officer

Name
Beth Clay
Title
Executive Director
Signed
2014-07-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Beth Clay
Formed
2000
Legal Domicile
Wi
Voting Board Members
13
Independent Board Members
13
Employees
12
Volunteers
269

Preparer

Preparer
Jami Johnson
Phone
9207334957
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Change in community foundation acct = $37734”

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“The Organization's intended use of its Endowment funds is to generate income to support the needs of the Organization.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Special events expense $5746 change in community foundation acct $37734 rental expenses $10149”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Special events expense $5746 rental expenses $10149”

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IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt11Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
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IRS990/InsuranceGrp/TotalAmt06849
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IRS990/InterestGrp/ManagementAndGeneralAmt0639
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IRS990/InterestGrp/TotalAmt06387
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt0465456
IRS990/LandBldgEquipCostOrOtherBssAmt0556098
IRS990/LegalDomicileStateCd0WI
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To support and empower everyone touched by mental illness and to eliminate stigma and nurture recovery through education, support, advocacy and outreach.
IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt086126
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt086126
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-19
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-19
IRS990/NetUnrelatedBusTxblIncmAmt0-19
IRS990/NoncashContributionsAmt04034
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt02072
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IRS990/OccupancyGrp/TotalAmt020714
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0679
IRS990/OfficeExpensesGrp/ProgramServicesAmt06111
IRS990/OfficeExpensesGrp/TotalAmt06790
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt012510
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt037734
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ACTIVITIES EXPENSE
IRS990/OtherExpensesGrp/Desc1Printing and Publications
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt05515
IRS990/OtherExpensesGrp/FundraisingAmt12350
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01333
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1679
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2437
IRS990/OtherExpensesGrp/ProgramServicesAmt048879
IRS990/OtherExpensesGrp/ProgramServicesAmt111993
IRS990/OtherExpensesGrp/ProgramServicesAmt26105
IRS990/OtherExpensesGrp/ProgramServicesAmt33929
IRS990/OtherExpensesGrp/TotalAmt054394
IRS990/OtherExpensesGrp/TotalAmt115676
IRS990/OtherExpensesGrp/TotalAmt26784
IRS990/OtherExpensesGrp/TotalAmt34366
IRS990/OtherLiabilitiesGrp/BOYAmt05330
IRS990/OtherLiabilitiesGrp/EOYAmt06424
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt018252
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt027377
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0136887
IRS990/OtherSalariesAndWagesGrp/TotalAmt0182516
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02258
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03388
IRS990/PayrollTaxesGrp/ProgramServicesAmt016938
IRS990/PayrollTaxesGrp/TotalAmt022584
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt077677
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0157114
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02946
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt04218
IRS990/PrincipalOfficerNm0BETH CLAY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt015400
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt015400
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0357279
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0296
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IRS990/PYOtherExpensesAmt0188416
IRS990/PYOtherRevenueAmt0107834
IRS990/PYProgramServiceRevenueAmt023145
IRS990/PYRevenuesLessExpensesAmt064533
IRS990/PYSalariesCompEmpBnftPaidAmt0235605
IRS990/PYTotalExpensesAmt0424021
IRS990/PYTotalRevenueAmt0488554
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IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0132591
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0519584
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0450799
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0286408
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0258408
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02167668
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01270
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0296
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt010906
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt012788
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt010673
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01270
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0296
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt010906

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,138,764
Liabilities
$136,023
Net assets
$1,002,741
Revenue
$647,974
Expenses
$424,588
Net income
$223,386
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.18$0.19$2.00$1.11$1.03$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.07$0.21$1.86$1.05$1.00$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.92$0.15$1.77$0.99$0.96$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.82$0.02$1.80$0.98$0.90$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.69$0.01$1.68$1.02$0.86$0.16
2019Detailed filing. Detailed filing data is available for this year.$1.53$0.04$1.49$0.98$0.95$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.43$0.04$1.39$0.97$0.97$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.45$0.03$1.41$0.94$0.88$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.25$0.07$1.18$0.90$0.84$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.15$0.03$1.12$1.11$0.96$0.15
2014Detailed filing. Detailed filing data is available for this year.$1.08$0.12$0.97$0.51$0.55$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.14$0.14$1.00$0.65$0.42$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$0.35$0.74$0.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.01$0.64$0.39
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.01$0.62$0.31