2022-09-14T17:51:24-04:00 2021-12-31 391658423 KERBERROSE SC 4211 N LIGHTNING DR APPLETON WI 54913 990 2021-01-01 391545497 NAMI FOX VALLEY INC NAMI 9209541550 211 E FRANKLIN STREET APPLETON WI 54911 MAREN PETERSON EXECUTIVE DIRECTOR 9209541550 2022-09-06 true MAREN PETERSON 999009999 JAMIE ROSIN P01573923 9209930105 2022-09-14 2021 2023-04-26 12:10:37Z MAREN PETERSON 211 E FRANKLIN STREET APPLETON WI 54913 984521 false X WWW.NAMIFOXVALLEY.ORG X 1981 WI TO SUPPORT AND EMPOWER EVERYONE TOUCHED BY MENTAL ILLNESS AND TO ELIMINATE STIGMA AND NURTURE RECOVERY THROUGH EDUCATION, SUPPORT, ADVOCACY, AND OUTREACH. 9 9 39 65 0 558341 518660 449523 422134 3595 1724 12105 33787 1023564 976305 0 0 693294 705735 0 28452 168570 193007 861864 898742 161700 77563 1692980 1822444 14104 19982 1678876 1802462 X TO SUPPORT AND EMPOWER EVERYONE TOUCHED BY MENTAL ILLNESS AND TO ELIMINATE STIGMA AND NURTURE RECOVERY THROUGH EDUCATION, SUPPORT, ADVOCACY, AND OUTREACH. false false 389450 422134 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 THE FIST HALF OF 2021 DUE TO THE COVID-19 PANDEMIC, BUT WELCOMED 70 GUESTS IN THE SECOND HALF OF THE YEAR. THE WARM LINE OPERATED THROUGHOUT THE YEAR, PROVIDING SUPPORT ON 4,599 CALLS. 151467 EDUCATION & OUTREACH PROGRAM: NAMI FOX VALLEY'S EDUCATION AND OUTREACH PROGRAM OFFERS A WIDE VARIETY OF CLASSES AND PRESENTATIONS THAT 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 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 2021, NAMI FOX VALLEY DELIVERED OVER 150 MENTAL HEALTH AND SUICIDE PREVENTION TRAININGS IN LOCAL CLASSROOMS TO 3,745 STUDENTS, PRESENTED 76 NON-CLASSROOM-BASED COMMUNITY MENTAL HEALTH LEARNING OPPORTUNITIES TO APPROXIMATELY 1,866 ATTENDEES, AND GRADUATED 119 INDIVIDUALS WITH MENTAL ILLNESS OR THEIR FAMILY MEMBERS FROM 10 MULTI-WEEK MENTAL HEALTH EDUCATION COURSES. 149960 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. NAMI FOX VALLEY OFFERS APPROXIMATELY 30 SUPPORT GROUP MEETINGS EACH MONTH, EACH OF WHICH IS FACILITATED BY TWO TRAINED STAFF MEMBERS OR VOLUNTEERS. EACH SUPPORT GROUP MEETING 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 2021, 2,239 PARTICIPANTS ATTENDED NAMI FOX VALLEY'S SUPPORT GROUPS. 690877 true true false false false false false false false true true false false true false true true false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false true 3 0 true 39 true false false false false false false false false false false false false X 9 9 false false false false true true false true true false false false true true true true true true false false WI X MAREN PETERSON 9209541550 211 E FRANKLIN STREET APPLETON WI 54913 MAREN PETERSON EXECUTIVE DI 40.00 X 83780 0 0 SARAH ANDERLA AT-LARGE MEM 2.00 X 0 0 0 AMY VAN STRATEN CPA BOARD CHAIR 5.00 X X 0 0 0 NICHOLAS HEENAN AT-LARGE MEM 2.00 X 0 0 0 SANDY LANGENBERG-PANZER VICE CHAIR 5.00 X X 0 0 0 DOTTIE LECLAIR AT-LARGE MEM 2.00 X 0 0 0 TINA LECHNIR SECRETARY 5.00 X X 0 0 0 ROXANNE MEHLBERG TREASURER 5.00 X X 0 0 0 RICHARD RHODE AT-LARGE MEM 2.00 X 0 0 0 ANNA WILCOX AT-LARGE MEM 2.00 X 0 0 0 83780 false false false 125124 1796 109343 282397 518660 PEER RUN RESPITE 422134 422134 422134 1724 1724 109343 5842 -5842 8669 2374 6295 6295 TRAINING FEES/CONTRACTED SERV 32947 32947 MISCELLANEOUS 387 387 33334 976305 461763 1724 83780 41890 37701 4189 569728 461502 88681 19545 52227 40405 9974 1848 22876 22876 3792 3792 6356 6356 34016 27540 3606 2870 66242 64481 1761 2985 2686 299 4464 4018 446 24496 22989 1507 18488 16639 1849 MISCELLANEOUS EXPENSE 7100 6535 565 PROGRAM EXPENSE 2192 2192 898742 690877 179413 28452 680125 610295 189295 198895 5304 4620 8508 8501 647959 207919 427266 440040 382482 560093 1692980 1822444 14104 19982 14104 19982 X 1433840 1589917 245036 212545 1678876 1802462 1692980 1822444 X 77563 46023 X false true X true false X 450484 502211 524506 558341 518660 2554202 51380 63139 27401 3705 8669 154294 501864 565350 551907 562046 527329 2708496 2708496 625 1737 5242 3595 1724 12923 625 1737 5242 3595 1724 12923 13305 30422 18849 19630 33334 115540 515794 597509 575998 585271 562387 2836959 0.95470 0.94310 0.00000 0.00000 X PART III, LINE 12 TRAINING FEES 115,540 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 382482 700 46023 15950 3792 409463 370784 1350 29813 16178 3287 382482 331809 400 57642 15418 3649 370784 375844 150 -23650 15151 5384 331809 338670 1451 57804 16720 5361 375844 1.00000 true false 58800 58800 507005 148869 358136 82154 59050 23104 440040 BENEFICIAL INTEREST IN ASSETS 409463 CERTIFICATE OF DEPOSIT 150630 560093 X 1026832 46023 80 8216 54319 972513 3792 3792 976305 903246 80 8216 8296 894950 3792 3792 898742 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. SCHEDULE D, PAGE 3, PART X THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. GIFTS, GRANTS, AND BEQUESTS ARE DEDUCTIBLE BY DONORS WITHIN LIMITATIONS OF THE INTERNAL REVENUE CODE. THE ORGANIZATION EVALUATES ITS TAX POSITIONS BASED ON WETHER OR NOT THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THIS EVALUATION INCLUDES MONITORING CHANGES IN TAX LAWS AND NEW AUTHORITATIVE RULINGS FOR POTENTIAL IMPLICATIONS TO ITS TAX STATUS AND POSITIONS. THE ORGANIZATION'S FEDERAL INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION GENERALLY FOR THREE YEARS AFTER THEY ARE FILED AND ITS TATE INCOME TAX RETURNS GENERALLY FOR FOUR YEARS AFTER THEY ARE FILED. SCHEDULE D, PAGE 4, PART XI, LINE 2D FUNDRAISING EXPENSES 5,842 COST OF GOODS SOLD 2,374 SCHEDULE D, PAGE 4, PART XII, LINE 2D FUNDRAISING EXPENSES 5,842 COST OF GOODS SOLD 2,374 NAMIWALKS FOX V 109343 109343 55 883 1661 3243 109343 109343 55 883 1661 3243 5842 -5842 FORM 990, PAGE 2, PART III, LINE 4B EDUCATION & OUTREACH PROGRAM: NAMI FOX VALLEY'S EDUCATION AND OUTREACH PROGRAM OFFERS A WIDE VARIETY OF CLASSES AND PRESENTATIONS THAT 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 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 2021, NAMI FOX VALLEY DELIVERED OVER 150 MENTAL HEALTH AND SUICIDE PREVENTION TRAININGS IN LOCAL CLASSROOMS TO 3,745 STUDENTS, PRESENTED 76 NON-CLASSROOM-BASED COMMUNITY MENTAL HEALTH LEARNING OPPORTUNITIES TO APPROXIMATELY 1,866 ATTENDEES, AND GRADUATED 119 INDIVIDUALS WITH MENTAL ILLNESS OR THEIR FAMILY MEMBERS FROM 10 MULTI-WEEK MENTAL HEALTH EDUCATION COURSES. 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. FORM 990, PART XI, LINE 9 FUNDRAISING EXPENSES 5,842 COST OF GOODS SOLD 2,374 FUNDRAISING EXPENSES -5,842 COST OF GOODS SOLD -2,374