Nami Fox Valley Inc
- Assets
- $1.7m
- Revenue
- $1.0m
- Investments
- $0.0
- Employees
- 35
- Location
- Appleton, WI
- Founding
- 03/1991
- Data as of
- 12/2020
- EIN
- 39-1545497
Organization Overview
Nami Fox Valley Inc is located in Appleton, WI. The organization was established in 1991. According to its NTEE Classification (F80) the organization is classified as: Mental Health Associations, under the broad grouping of Mental Health & Crisis Intervention and related organizations. As of 12/2020, Nami Fox Valley Inc employed 35 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Nami Fox Valley Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2020, Nami Fox Valley Inc generated $1.0m in total revenue. The organization has seen a slow decline revenue. Over the past 6 years, revenues have fallen by an average of (1.3%) each year. All expenses for the organization totaled $861.9k during the year ending 12/2020. As we would expect to see with falling revenues, expenses have declined by (1.7%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2020
Describe the Organization's Mission:
Part 3 - Line 1
TO SUPPORT AND EMPOWER EVERYONE TOUCHED BY MENTAL ILLNESS AND TO ELIMINATE STIGMA AND NURTURE RECOVERY THROUGH EDUCATION, SUPPORT, ADVOCACY, AND OUTREACH.
Describe the Organization's Program Activity:
Part 3 - Line 4a
IRIS PLACE PEER RUN RESPITE PROGRAM: NAMI FOX VALLEY'S PEER RUN RESPITE CENTER, IRIS PLACE, OFFERS A SHORT TERM STAY (1-7 NIGHTS) IN A 5-BEDROOM, HOME-LIKE ENVIRONMENT FOR INDIVIDUALS WHO ARE EXPERIENCING EMOTIONAL DISTRESS OR CRISIS. THE RESPITE IS STAFFED BY PEER SPECIALISTS WHO ARE LIVING WELL IN RECEOVERY FROM THEIR OWN MENTAL HEALTH CHALLENGES AND HAVE RECEIVED EXTENSIVE TRAINING TO PROVIDE PEER SUPPORT TO OTHERS. THE PEER SPECIALISTS PROVIDE SUPPORT TO THE GUESTS STAYING AT THE RESPITE, AS WELL AS TO CALLERS TO THE IRIS PLACE WARM LINE. IRIS PLACE DID NOT ACCEPT IN- PERSON GUESTS FOR MUCH OF 2020 DUE TO THE COVID-19 PANDEMIC, BUT THE WARM LINE OPERATED 24/7, PROVIDING SUPPORT ON OVER 6,500 CALLS OVER THE COURSE OF THE YEAR.
EDUCATION & OUTREACH PROGRAM: NAMI FOX VALLEY'S EDUCATION AND OUTREACH PROGRAM OFFERS A WIDE VARIETY OF CLASSES AND PRESENTATIONS TO PROVIDE COMMUNITY MEMBERS WITH INFORMATION THAT WILL INCREASE MENTAL HEALTH LITERACY, BRAKE DOWN THE STIGMA SURROUNDING MENTAL ILLNESS, AND INCREASE THEIR ABILITY TO UNDERSTAND AND ADDRESS THEIR OWN MENTAL HEALTH NEEDS AND/OR THE MENTAL HEALTH NEEDS OF OTHERS. THE PROGRAM OFFERS TRAININGS FOR THE COMMUNITY AT LARGE AS WELL AS TRAININGS TARGETED TO SPECIFIC GROUPS, INCLUDING, AMONG OTHER GROUPS: INDIVIDUALS WHO LIVE WITH MENTAL ILLNESS, FAMILY MEMBERS OF INDIVIDUALS WHO LIVE WITH MENTAL ILLNESS, LOCAL SCHOOL STUDENTS, AND SERVICE PROVIDERS. NAMI FOX VALLEY AIMS TO REACH AS MANY COMMUNITY MEMBERS AS POSSIBLE WITH THE MOST TARGETED, EFFECTIVE TRAININGS POSSIBLE. IN 2020 WE REACHED FEWER PARTICIPANTS THAN USUAL DUE TO THE COVID-19 PANDEMIC, BUT WERE STILL ABLE TO OFFER MANY PROGRAMS VIRTUALLY. NAMI FOX VALLEY DELIVERED OVER 95 MENTAL HEALTH AND SUICIDE PREVENTION TRAININGS TO LOCAL (MOSTLY VIRTUAL) CLASSROOMS TO 2,032 STUDENTS, PRESENTED 48 NON-CLASSROOM-BASED COMMUNITY MENTAL HEALTH LEARNING OPPORTUNITIES TO APPROXIMATELY 1,079 ATTENDEES, AND GRADUATED 26 INDIVIDUALS WITH MENTAL ILLNESS OR THEIR FAMILY MEMBERS FROM OUR MULTI-WEEK PEER-TO-PEER, RECOVERY EDUCATION & ADVOCACY, AND FAMILY -TO-FAMILY EDUCATIONAL COURSES.
SUPPORT PROGRAM: NAMI FOX VALLEY'S SUPPORT PROGRAM 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. WE KNOW THAT THE COMMUNITY NEED FOR MENTAL HEALTH CARE FAR EXCEEDS ACCESS AND THAT CLINICAL TREATMENT MAY ALSO BE ENHANCED BY SUPPLEMENTAL OPTIONS. NAMI FOX VALLEY IS PROUD TO ADDRESS THOSE ISSUES THROUGH THE AGENCY'S EXTENSIVE SUPPORT PROGRAM. NAMI FOX VALLEY OFFERS APPROXIMATELY 30 SUPPORT GROUP MEETINGS EACH MONTH, EACH OF WHICH IS FACILITATED BY TWO TRAINED VOLUNTEERS AND/OR STAFF MEMBERS. THESE GROUPS MET VIRTUALLY FOR THE MAJORITY OF 2020, DUE TO THE COVID-19 PANDEMIC. EACH SUPPORT GROUP MEETINGS TYPICALLY IS 90 TO 120 MINUTES LONG. THE GROUPS ARE DESIGNED TO HELP INDIVIDUALS LIVING WITH MENTAL ILLNESS AND THEIR FAMILY MEMBERS FEEL UNDERSTOOD, RESPECTED, SUPPORTED, AND HEARD, AND TO INCREASE COPING SKILLS, SELF-ADVOCACY, AND HOPE. IN 2020, 1,975 PARTICIPANTS ATTENDED NAMI FOX VALLEY'S SUPPORT GROUPS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Maren Peterson Executive Di | Officer | 40 | $82,752 |
Sandy Langenberg-Panzer Vice Chair | OfficerTrustee | 5 | $0 |
Tina Lechnir Secretary | OfficerTrustee | 5 | $0 |
Amy Van Straten CPA Board Chair | OfficerTrustee | 5 | $0 |
Roxanne Mehlberg Treasurer | OfficerTrustee | 5 | $0 |
Sarah Anderla At-Large Mem | Trustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $111,496 |
| Membership dues | $2,153 |
| Fundraising events | $89,183 |
| Related organizations | $0 |
| Government grants | $68,600 |
| All other contributions, gifts, grants, and similar amounts not included above | $286,909 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $558,341 |
| Total Program Service Revenue | $449,523 |
| Investment income | $3,595 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | -$6,687 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | -$838 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,023,564 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $82,752 |
| Compensation of current officers, directors, key employees. | $37,238 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $558,530 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $52,012 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $15,091 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $3,287 |
| Fees for services: Other | $6,908 |
| Advertising and promotion | $0 |
| Office expenses | $28,780 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $65,112 |
| Travel | $841 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $2,050 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $21,885 |
| Insurance | $12,696 |
| All other expenses | $0 |
| Total functional expenses | $861,864 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $680,125 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $189,295 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $5,304 |
| Prepaid expenses and deferred charges | $8,508 |
| Net Land, buildings, and equipment | $427,266 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $382,482 |
| Total assets | $1,692,980 |
| Accounts payable and accrued expenses | $14,114 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $14,114 |
| Net assets without donor restrictions | $1,433,830 |
| Net assets with donor restrictions | $245,036 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $1,692,980 |
Grants Recieved
Over the last fiscal year, we have identified 9 grants that Nami Fox Valley Inc has recieved totaling $201,304.
| Awarding Organization | Amount |
|---|---|
United Way Fox Cities Inc Menasha, WI PURPOSE: PROGRAM OPERATING COST | $119,303 |
J J Keller Foundation Inc Neenah, WI PURPOSE: GENERAL CHARITABLE | $52,000 |
Community Foundation For The Fox Valley Region Inc Appleton, WI PURPOSE: F80: MENTAL HEALTH ASSOCIATIONS | $20,200 |
Schwab Charitable Fund San Francisco, CA PURPOSE: HEALTH | $5,350 |
Lincoln Financial Foundation Inc Radnor, PA PURPOSE: MATCHING GIFT | $1,500 |
Lyndon And Helen M Schmid Charitable Foundation Inc Louisville, KY PURPOSE: GENERAL PURPOSE | $1,000 |
Endowment Analysis
| Beg. Balance | $370,784 |
| Earnings | $29,813 |
| Admin Expense | $3,287 |
| Net Contributions | $1,350 |
| Grants | $16,178 |
| Ending Balance | $382,482 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Orchard Place Des Moines, IA | $16,458,232 | $22,024,052 |
Community Mental Health Association Of Michigan Lansing, MI | $4,760,202 | $8,069,153 |
Christian County Mental Health Association Taylorville, IL | $2,706,127 | $5,086,584 |
Transitions N F P Rock Island, IL | $2,302,430 | $3,769,274 |
Locust Street Resource Center Carlinville, IL | $2,915,180 | $3,635,209 |
Cass County Mental Health Association Beardstown, IL | $2,301,220 | $3,578,656 |
Tasks Unlimited Inc Minneapolis, MN | $545,846 | $2,036,406 |
Minnesota Association For Childrens Mental Health St Paul, MN | $1,358,967 | $1,915,988 |
Nami Metro Suburban Inc Oak Park, IL | $696,400 | $1,702,606 |
Mental Health America Of Wisconsin Inc Milwaukee, WI | $524,174 | $1,647,585 |
Mental Health Collective Minneapolis, MN | $601,876 | $1,668,663 |
Core-El Centro Inc Milwaukee, WI | $1,122,282 | $1,364,181 |