Civic Intelligence

New Mental Health Connection Inc

EIN 45-2657700 • 501(c)3 • Appleton, WI

Profile

To lead the collaboration of community stakeholders to create and continuously improve an exceptional mental health system of care.

PO Box 374Appleton, WI 54912

www.newmentalhealthconnection.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

88th percentile

0.57x

Higher debt load relative to assets than 88% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

88th percentile

0.59x

Higher debt load relative to revenue than 88% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

88th percentile

$107,510

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 16.9% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

98th percentile

360%

Faster asset growth than 98% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

150%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$666,764

Up $521,706 (+360%) from 2023

Liabilities

Up

$377,441

Up $377,441 from 2023

Net Assets

Up

$289,323

Up $144,265 (+99%) from 2023

Revenue

Up

$635,570

Up $381,460 (+150%) from 2023

Expenses

Up

$491,305

Up $104,179 (+27%) from 2023

Net Income

Up

$144,265

Up $277,281 (+208%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2012: $105,755Liabilities 2012: $0Net Assets 2012: $105,7552012Assets 2013: $324,816Liabilities 2013: $7,958Net Assets 2013: $316,8582013Assets 2014: $345,433Liabilities 2014: $13,733Net Assets 2014: $331,7002014Assets 2015: $244,205Liabilities 2015: $7,205Net Assets 2015: $237,0002015Assets 2016: $230,773Liabilities 2016: $5,728Net Assets 2016: $225,0452016Assets 2017: $202,606Liabilities 2017: $5,728Net Assets 2017: $196,8782017Assets 2018: $237,619Liabilities 2018: $11,666Net Assets 2018: $225,9532018Assets 2019: $181,522Liabilities 2019: $7,813Net Assets 2019: $173,7092019Assets 2020: $207,753Liabilities 2020: $0Net Assets 2020: $207,7532020Assets 2021: $439,720Liabilities 2021: $2,500Net Assets 2021: $437,2202021Assets 2022: $278,074Liabilities 2022: $0Net Assets 2022: $278,0742022Assets 2023: $145,058Liabilities 2023: $0Net Assets 2023: $145,0582023Assets 2024: $666,764Liabilities 2024: $377,441Net Assets 2024: $289,3232024

Highlighted filing

2024

Assets$666,764
Liabilities$377,441
Net Assets$289,323

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2012: $106,259Expenses 2012: $909Net Income 2012: $105,3502012Revenue 2013: $352,278Expenses 2013: $96,704Net Income 2013: $255,5742013Revenue 2014: $145,750Expenses 2014: $130,908Net Income 2014: $14,8422014Revenue 2015: $67,603Expenses 2015: $162,303Net Income 2015: -$94,7002015Revenue 2016: $101,630Expenses 2016: $113,820Net Income 2016: -$12,1902016Revenue 2017: $98,306Expenses 2017: $126,473Net Income 2017: -$28,1672017Revenue 2018: $179,614Expenses 2018: $150,539Net Income 2018: $29,0752018Revenue 2019: $94,922Expenses 2019: $147,166Net Income 2019: -$52,2442019Revenue 2020: $222,032Expenses 2020: $187,988Net Income 2020: $34,0442020Revenue 2021: $378,712Expenses 2021: $149,246Net Income 2021: $229,4662021Revenue 2022: $289,409Expenses 2022: $448,555Net Income 2022: -$159,1462022Revenue 2023: $254,110Expenses 2023: $387,126Net Income 2023: -$133,0162023Revenue 2024: $635,570Expenses 2024: $491,305Net Income 2024: $144,2652024

Highlighted filing

2024

Revenue$635,570
Expenses$491,305
Net Income$144,265

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.0
Gross Receipts
$635,570
Mission and Program Overview

Mission

To connect community stakeholders and resources to improve the mental health of our community.

To lead the collaboration of community stakeholders to create and continuously improve an exceptional mental health system of care.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$143,808$657,612▲ $513,804
Prepaid Expenses and Deferred Charges-$9,152-
Total Assets$145,058$666,764▲ $521,706
Other Assets Total$1,250--
Liabilities
Deferred Revenue-$371,000-
Accounts Payable and Accrued Expenses-$6,441-
Total Liabilities$0$377,441▲ $377,441
Net Assets / Fund Balance
Net Assets With Donor Restrictions$182,857$195,304▲ $12,447
Net Assets Without Donor Restrictions$-37,799$94,019▲ $131,818
Total Net Assets Fund Balance$145,058$289,323▲ $144,265
Total Liabilities and Net Assets / Fund Balance$145,058$666,764▲ $521,706
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Beth ClayExecutive DiFT$107,510$107,510

Board Members and Trustees

NameTitle
Julie MeyerCo-chair
Brian BezierDirector
Corynn StoltenbergDirector
Doug GierynDirector
Lara Vendola-messerDirector
Ryan PetersonDirector
Scott RadtkeDirector
Sheng YangDirector
Teri MetropulosDirector
Sarah Bassing-suttonExecutive Di
Wendy KruegerSecretary
David DrewekTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$618,700
Program Service Revenue
$15,350
Investment Income
$483
Other Revenue
$1,037
All Other Contributions
$602,600
Change in Net Assets
$144,265

Audited Revenue Reconciliation

Revenue per Audited Statements
$635,570
Revenue Not Reported on Form 990
$9,722
Total Revenue per Audited Statements
$645,292
Total Revenue per Form 990
$635,570
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$383,464
Salaries, Compensation, and Employee Benefits$107,841
Total Fundraising Expense$21,229
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$37,744$64,705$5,392$107,841
Fees for Services Other$74,039$4,084-$78,123
Information Technology$15,683-$15,683$31,366
Conferences and Meetings-$2,592-$2,592
Insurance-$2,006-$2,006
Travel$630$504$126$1,260
Occupancy$194$333$28$555
Office Expenses$407$57-$464
Other Expenses$831$435-$435
Total Functional Expenses$394,868$75,208$21,229$491,305

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$501,027
Expenses per Audited Statements$491,305
Total Expenses per Form 990$491,305
Expenses Not Reported on Form 990$9,722
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
No
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

Membership shall be open to all individuals and organizations interested in working collaboratively to improve the mental health services system in north east wisconsin including but not limited to: public and private providers and caregivers, county, state and federal agencies, consumers of mental health services, law enforcement, educational institutions, city and county government representatives, faith-based organizations, private business leaders, concerned residents and any other stakeholders in mental health services located or residing in northeast wisconsin.

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

Members vote on new/proposed board members at the annual meeting.

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

Members shall be entitled to one vote on each matter submitted by the board of directors to a vote of the members. Each agency member shall designate in writing to the board of directors, the name of one individual to serve as the voting member at the membership meetings. Issues submitted by the board of directors to the membership shall include fundamental issues relating to the structure and form of the organization, such as changes in the articles of incorporation and the election of the board of directors.

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

The executive director distributed a copy of form 990 for review prior to it being filed.

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

Board members are asked to disclose conflicts annually through the use of a conflict of interest form. Possible conflicts of interest are determined and voted upon by the remaining board and/or committee members without the person in conflict. If there is a conflict of interest, the governing board will take appropriate disciplinary and corrective action.

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

Hiring committee was a sub-set of the board of directors, and worked with hr representatives from member agencies to determine compensation for executive director.

Form 990, Page 6, Part VI, Line 19

AVAILABLE UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
New Mental Health Connection Inc
EIN
45-2657700
Phone
9204547731
Address
PO BOX 374, APPLETON, WI 54912

Signing Officer

Name
Sarah Bassing-sutton
Title
Executive Director
Phone
9202020117
Signed
2025-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sarah Bassing-sutton
Formed
2011
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
11
Employees
1
Volunteers
11

Preparer

Firm
Kerberrose Sc
Address
4211 N LIGHTNING DR, APPLETON, WI 54913
Preparer
Laura Stinski CPA
Phone
9209930105
Supplemental Narrative

Additional Explanations

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

The n.e.w. Mental health connection is the backbone for collective impact initiatives addressing mental health in the fox valley by connecting community stakeholders and resources together to improve mental health. Our vision is to be a community that is mentally well and stigma free. In order to make this a reality we have to work together to create a service delivery that is accessible and easy to navigate. In addition, we have to build personal and community resiliency and continuously build mental health literacy while breaking stigma associated impact model is to anchor the work of the community by guiding the vision and strategy, supporting aligned activities, establishing shared measurements and practices, building the public will, advancing policy, and mobilizing for funding for the collaborative work.

Form 990, Part IX, Line 11G

Other fees-progserv-990 74,039 4,084 0

Financial Statement Notes

Schedule D, Page 3, Part X

The organization is qualified as a tax exempt organization under section 501(c)(3) of the internal revenue code and is exempt from federal and state income taxes. Gifts, grants, and bequests are deductible by donors within limitations of the internal revenue code. The organization evaluates its tax positions based on whether or not the position is more likely than not to be sustained upon examination by taxing authorities. This evaluation includes monitoring changes in tax law and new authoritative rulings for potential implications to its tax status and positions. The organization is not aware of any income that it would consider to be unrelated business income.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS REVENUE 1,562
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS QUALIFIED AS A TAX EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES. GIFTS, GRANTS, AND BEQUESTS ARE DEDUCTIBLE BY DONORS WITHIN LIMITATIONS OF THE INTERNAL REVENUE CODE. THE ORGANIZATION EVALUATES ITS TAX POSITIONS BASED ON WHETHER OR NOT THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THIS EVALUATION INCLUDES MONITORING CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS FOR POTENTIAL IMPLICATIONS TO ITS TAX STATUS AND POSITIONS. THE ORGANIZATION IS NOT AWARE OF ANY INCOME THAT IT WOULD CONSIDER TO BE UNRELATED BUSINESS INCOME.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE N.E.W. MENTAL HEALTH CONNECTION IS THE BACKBONE FOR COLLECTIVE IMPACT INITIATIVES ADDRESSING MENTAL HEALTH IN THE FOX VALLEY BY CONNECTING COMMUNITY STAKEHOLDERS AND RESOURCES TOGETHER TO IMPROVE MENTAL HEALTH. OUR VISION IS TO BE A COMMUNITY THAT IS MENTALLY WELL AND STIGMA FREE. IN ORDER TO MAKE THIS A REALITY WE HAVE TO WORK TOGETHER TO CREATE A SERVICE DELIVERY THAT IS ACCESSIBLE AND EASY TO NAVIGATE. IN ADDITION, WE HAVE TO BUILD PERSONAL AND COMMUNITY RESILIENCY AND CONTINUOUSLY BUILD MENTAL HEALTH LITERACY WHILE BREAKING STIGMA ASSOCIATED IMPACT MODEL IS TO ANCHOR THE WORK OF THE COMMUNITY BY GUIDING THE VISION AND STRATEGY, SUPPORTING ALIGNED ACTIVITIES, ESTABLISHING SHARED MEASUREMENTS AND PRACTICES, BUILDING THE PUBLIC WILL, ADVANCING POLICY, AND MOBILIZING FOR FUNDING FOR THE COLLABORATIVE WORK.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERSHIP SHALL BE OPEN TO ALL INDIVIDUALS AND ORGANIZATIONS INTERESTED IN WORKING COLLABORATIVELY TO IMPROVE THE MENTAL HEALTH SERVICES SYSTEM IN NORTH EAST WISCONSIN INCLUDING BUT NOT LIMITED TO: PUBLIC AND PRIVATE PROVIDERS AND CAREGIVERS, COUNTY, STATE AND FEDERAL AGENCIES, CONSUMERS OF MENTAL HEALTH SERVICES, LAW ENFORCEMENT, EDUCATIONAL INSTITUTIONS, CITY AND COUNTY GOVERNMENT REPRESENTATIVES, FAITH-BASED ORGANIZATIONS, PRIVATE BUSINESS LEADERS, CONCERNED RESIDENTS AND ANY OTHER STAKEHOLDERS IN MENTAL HEALTH SERVICES LOCATED OR RESIDING IN NORTHEAST WISCONSIN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS VOTE ON NEW/PROPOSED BOARD MEMBERS AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERS SHALL BE ENTITLED TO ONE VOTE ON EACH MATTER SUBMITTED BY THE BOARD OF DIRECTORS TO A VOTE OF THE MEMBERS. EACH AGENCY MEMBER SHALL DESIGNATE IN WRITING TO THE BOARD OF DIRECTORS, THE NAME OF ONE INDIVIDUAL TO SERVE AS THE VOTING MEMBER AT THE MEMBERSHIP MEETINGS. ISSUES SUBMITTED BY THE BOARD OF DIRECTORS TO THE MEMBERSHIP SHALL INCLUDE FUNDAMENTAL ISSUES RELATING TO THE STRUCTURE AND FORM OF THE ORGANIZATION, SUCH AS CHANGES IN THE ARTICLES OF INCORPORATION AND THE ELECTION OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE EXECUTIVE DIRECTOR DISTRIBUTED A COPY OF FORM 990 FOR REVIEW PRIOR TO IT BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BOARD MEMBERS ARE ASKED TO DISCLOSE CONFLICTS ANNUALLY THROUGH THE USE OF A CONFLICT OF INTEREST FORM. POSSIBLE CONFLICTS OF INTEREST ARE DETERMINED AND VOTED UPON BY THE REMAINING BOARD AND/OR COMMITTEE MEMBERS WITHOUT THE PERSON IN CONFLICT. IF THERE IS A CONFLICT OF INTEREST, THE GOVERNING BOARD WILL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6HIRING COMMITTEE WAS A SUB-SET OF THE BOARD OF DIRECTORS, AND WORKED WITH HR REPRESENTATIVES FROM MEMBER AGENCIES TO DETERMINE COMPENSATION FOR EXECUTIVE DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8OTHER FEES-PROGSERV-990 74,039 4,084 0
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15A
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