Civic Intelligence

Nami Fox Valley Inc.

990 • Fiscal year 2017 • EIN 39-1545497

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 05, 2018

211 E Franklin StreetAppleton, WI 54911

(920) 954-1550

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.02x

Higher debt load relative to assets than 33% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

32nd percentile

0.03x

Higher debt load relative to revenue than 32% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

59th percentile

6.3%

Higher net margin than 59% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

56th percentile

$74,764

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 7.9% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

76th percentile

16%

Faster asset growth than 76% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

50th percentile

4.3%

Faster revenue growth than 50% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,446,816

Up $196,421 (+16%) from 2016

Net Assets

Up

$1,414,103

Up $233,136 (+20%) from 2016

Liabilities

Down

$32,713

Down $36,715 (-53%) from 2016

Revenue

Up

$941,741

Up $39,000 (+4.3%) from 2016

Expenses

Up

$882,068

Up $41,823 (+5.0%) from 2016

Net Income

Down

$59,673

Down $2,823 (-4.5%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$1,446,816
Liabilities$32,713
Net Assets$1,414,103

Operations Trend

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

2017

Revenue$941,741
Expenses$882,068
Net Income$59,673
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 5, 2018
Return Version
2017v2.3
Gross Receipts
$982,587
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.

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$507,387$480,055▼ $27,332
Savings and Temporary Cash Investments$262,479$390,679▲ $128,200
Accounts Receivable$80,250$159,385▲ $79,135
Pledges and Grants Receivable$43,157$21,107▼ $22,050
Prepaid Expenses and Deferred Charges$18,452$11,600▼ $6,852
Inventories for Sale or Use-$8,146-
Total Assets$1,250,395$1,446,816▲ $196,421
Other Assets Total$338,670$375,844▲ $37,174
Liabilities
Accounts Payable and Accrued Expenses$46,809$32,713▼ $14,096
Deferred Revenue$22,619--
Total Liabilities$69,428$32,713▼ $36,715
Net Assets / Fund Balance
Unrestricted Net Assets$1,180,967$1,123,647▼ $57,320
Temporarily Rstr Net Assets-$290,456-
Total Net Assets Fund Balance$1,180,967$1,414,103▲ $233,136
Total Liabilities and Net Assets / Fund Balance$1,250,395$1,446,816▲ $196,421

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$407,148$86,556$493,704
Land$58,800-$58,800
Equipment$14,107$33,376$47,483
Other Assets Org$375,844--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$338,670$1,451▲ $57,804-$375,844
2016$349,777$23,012▲ $19,347$53,466$338,670
2015$376,666$1,550▼ $16,144$12,295$349,777
2014$377,570$800▲ $14,204$15,908$376,666
2013$339,836-▲ $43,029$5,295$377,570
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Maren PetersonExecutive DiFT$74,764$74,764

Board Members and Trustees

NameTitle
Mary DownsBoard Chair
Amy Van Straten CPAVice Chair
Daniel BeganAt-large Mem
Fran HenryAt-large Mem
George ButzAt-large Mem
Greg Gill JrAt-large Mem
Peter MutschlerAt-large Mem
Sara AnderlaAt-large Mem
Tina LechnirAt-large Mem
Steve SchwandtTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$450,484
Program Service Revenue
$421,291
Investment Income
$625
Other Revenue
$69,341
All Other Contributions
$301,437
Change in Net Assets
$59,673

Audited Revenue Reconciliation

Revenue per Audited Statements
$941,741
Revenue Not Reported on Form 990
$58,032
Total Revenue per Audited Statements
$999,773
Total Revenue per Form 990
$941,741
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$690,833
Other Expenses$191,235
Total Fundraising Expense$69,083
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$418,353$83,670$55,781$557,804
Current Officers, Directors, Trustees, and Key Employees$56,073$11,215$7,476$74,764
Payroll Taxes$43,699$8,740$5,826$58,265
Occupancy$50,765$5,641-$56,406
Depreciation Depletion$28,554$3,173-$31,727
Office Expenses$24,848$2,761-$27,609
Insurance$14,032$1,559-$15,591
Fees for Services Accounting-$11,940-$11,940
Fees for Services Other-$11,682-$11,682
Conferences and Meetings$6,116$1,529-$7,645
Travel$6,630$737-$7,367
Other Expenses$1,458$162-$1,620
Total Functional Expenses$670,176$142,809$69,083$882,068

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$887,658
Expenses per Audited Statements$882,068
Total Expenses per Form 990$882,068
Expenses Not Reported on Form 990$5,590
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$45,502
Fundraising Direct Expenses$10,127
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bowl-a-thon$67,752$45,502$10,127$35,375
Total Events$67,752$45,502$10,127$35,375
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
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
No
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, Page 6, Part VI, Line 6

Nami fox valley is a membership organization, with over 200 current members.

Form 990, Page 6, Part VI, Line 7A

Members elect new representatives to the board of directors at the annual meeting in january.

Form 990, Page 6, Part VI, Line 11B

The finance committee will review the form 990 prior to filing and approve it. The full board will receive the form after the return has been filed.

Form 990, Page 6, Part VI, Line 12C

Nami fox valley's conflict of interest policy requires board members to disclose actual, potential, or perceived conflicts. Members must promptly inform the board chair if any such conflict arises.

Form 990, Page 6, Part VI, Line 15A

For raises or bonuses for the executive director, the raises are approved by the finances committee and the full board as part of the budget and the board chair signs a letter addressed to the executive director stating the amount of the raise or bonus. The board does not research comparability data, though they have experience to understand reasonable compensation.

Form 990, Page 6, Part VI, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available upon request.

Filing and Contact Details

Filer

Filer Name
Nami Fox Valley Inc
EIN
39-1545497
Phone
9209541550
Address
211 E FRANKLIN STREET, APPLETON, WI 54911

Signing Officer

Name
Maren Peterson
Title
Executive Director
Phone
9209541550
Signed
2018-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Maren Peterson
Voting Board Members
10
Independent Board Members
10
Employees
32
Volunteers
220

Preparer

Firm
Kerberrose Sc
Address
4211 N LIGHTNING DR, APPLETON, WI 54913
Preparer
Jamie Rosin
Phone
9209930105
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 2

In the prior year all operations of the organization were lumped together. For the 2017 form 990, management has determined it more meaningful to the users of the form 990 to split the programs into two program service achievements as well as to expand the descriptions.

Form 990, Page 2, Part III, Line 4B

In 2017, nami fox valley delivered over 150 mental health and suicide prevention trainings in local classrooms to 4,537 students, presented over 130 non-classroom-based community mental health presentations and trainings to 7,465 attendees, and graduated nearly 100 individuals with mental illness or their family members from our multi-week peer-to-peer and family -to-family educational courses. The agency also offered approximately 33 support group meetings each month, each of which was facilitated by two trained volunteers and/or staff members. In 2017, 238 unique participants attended nami fox valley's support groups, most of whom attended sessions on an ongoing basis.

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The organization intends to use the board designated endowment funds to generate income to support the needs of the program services that it provides.

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IRS990/MissionDesc0TO SUPPORT AND EMPOWER EVERYONE TOUCHED BY MENTAL ILLNESS AND TO ELIMINATE STIGMA AND NURTURE RECOVERY THROUGH EDUCATION, SUPPORT, ADVOCACY, AND OUTREACH.
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IRS990/PrincipalOfficerNm0MAREN PETERSON
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IRS990/ProgSrvcAccomActy2Grp/Desc0NAMI FOX VALLEY OFFERS A WIDE VARIETY OF MENTAL-HEALTH EDUCATION OPPORTUNITIES FOR INDIVIDUALS WHO LIVE WITH MENTAL ILLNESS, THEIR FAMILY MEMBERS, AND THE COMMUNITY AT LARGE. THE CLASSES AND PRESENTATIONS AIM TO INCREASE MENTAL HEALTH LITERACY, BREAK DOWN THE STIGMA SURROUNDING MENTAL ILLNESS, AND INCREASE PARTICIPANTS' ABILITY TO UNDERSTAND AND ADDRESS THEIR OWN MENTAL HEALTH NEEDS AND/OR THE MENTAL HEALTH NEEDS OF OTHERS. THE AGENCY ALSO OFFERS NUMEROUS PEER SUPPORT GROUPS AND ACCESS TO ONE-ON-ONE PEER SUPPORT FOR INDIVIDUALS LIVING WITH MENTAL ILLNESS AND THEIR FAMILY MEMBERS. PEER SUPPORT IS AN EVIDENCE-BASED PRACTICE THAT FOSTERS RECOVERY AND IMPROVES QUALITY OF LIFE. IN 2017, NAMI FOX VALLEY DELIVERED OVER 150 MENTAL HEALTH AND SUICIDE PREVENTION TRAININGS IN LOCAL CLASSROOMS TO 4,537 STUDENTS, PRESENTED OVER 130 NON-CLASSROOM-BASED COMMUNITY MENTAL HEALTH PRESENTATIONS AND TRAININGS TO 7,465 ATTENDEES, AND GRADUATED NEARLY 100 INDIVIDUALS WITH MENTAL ILLNESS OR THEIR FAMILY MEMBERS FROM OUR MULTI-WEEK PEER-TO-PEER AND FAMILY -TO-FAMILY EDUCATIONAL COURSES. THE AGENCY ALSO OFFERED APPROXIMATELY 33 SUPPORT GROUP MEETINGS EACH MONTH, EACH OF WHICH WAS FACILITATED BY TWO TRAINED VOLUNTEERS AND/OR STAFF MEMBERS. IN 2017, 238 UNIQUE PARTICIPANTS ATTENDED NAMI FOX VALLEY'S SUPPORT GROUPS, MOST OF WHOM ATTENDED SESSIONS ON AN ONGOING BASIS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0221526
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IRS990/PYTotalRevenueAmt0902741
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt0364219
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.90320
IRS990ScheduleA/PublicSupportPY509Pct00.87960
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03797933
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IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt086556
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ASSETS HELD AT THE COMMUNITY FDTN
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IRS990ScheduleD/RevenueSubtotalAmt0941741
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION INTENDS TO USE THE BOARD DESIGNATED ENDOWMENT FUNDS TO GENERATE INCOME TO SUPPORT THE NEEDS OF THE PROGRAM SERVICES THAT IT PROVIDES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IN THE PRIOR YEAR ALL OPERATIONS OF THE ORGANIZATION WERE LUMPED TOGETHER. FOR THE 2017 FORM 990, MANAGEMENT HAS DETERMINED IT MORE MEANINGFUL TO THE USERS OF THE FORM 990 TO SPLIT THE PROGRAMS INTO TWO PROGRAM SERVICE ACHIEVEMENTS AS WELL AS TO EXPAND THE DESCRIPTIONS.

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Filings

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