Nonprofit · EIN 39-1545497
NAMI FOX VALLEY INC
Tax-exempt · APPLETON, WI 54911
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,107,460 | $1,030,391 | $77,069 | $2,181,208 | $185,096 | $1,996,112 |
| December 31, 2023 | 990 | $1,051,661 | $999,342 | $52,319 | $2,069,383 | $206,612 | $1,862,771 |
| December 31, 2021 | 990 | $976,305 | $898,742 | $77,563 | $1,822,444 | $19,982 | $1,802,462 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,047,683
- of which government grants
- $430,227
- Membership dues
- $1,452
- Program service revenue
- $32,453
- Investment income
- $25,721
- Net income from fundraising events
- -$3,679
- Net income from sales of inventory
- $1,613
- Other revenue
- $1,603
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $92,457
- Other salaries and wages
- $631,537
- Salaries, compensation and benefits (total)
- $783,851
- Professional fundraising fees
- $0
- Accounting fees
- $23,478
- Occupancy
- $72,130
- Travel
- $10,666
- Depreciation
- $24,973
- Program services (functional)
- $769,665
- Management and general (functional)
- $207,295
- Fundraising (functional)
- $53,431
Balance sheet and other
- Total assets, start of year
- $2,069,383
- Total assets, end of year
- $2,181,208
- Total liabilities, end of year
- $185,096
- Net assets, end of year
- $1,996,112
- Land, buildings and equipment
- $382,773
- Net assets without donor restrictions
- $1,721,676
- Net assets with donor restrictions
- $274,436
- Gross receipts
- $1,116,831
- Employees
- 40
- Volunteers
- 40
- Year formed
- 1981
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MAREN PETERSON | EXECUTIVE DI Officer | 40 | $92,457 |
| JEFF HACKER | TREASURER Trustee or director, Officer | 5 | $0 |
| NICHOLAS HEENAN | AT-LARGE MEM Trustee or director | 2 | $0 |
| SANDRA LANGENBERG-PANZER | BOARD CHAIR Trustee or director, Officer | 5 | $0 |
| DOTTIE LECLAIR | AT LARGE MEM Trustee or director | 2 | $0 |
| IAN MEVIS | VICE CHAIR Trustee or director, Officer | 5 | $0 |
| ANGELA SAVIDES | SECRETARY Trustee or director, Officer | 5 | $0 |
| LISA SCHMID | AT-LARGE MEM Trustee or director | 2 | $0 |
| ANNA WILCOX | AT-LARGE MEM Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MAREN PETERSON | EXECUTIVE DI Officer | 40 | $88,768 |
| JEFF HACKER | TREASURER Trustee or director, Officer | 5 | $0 |
| NICHOLAS HEENAN | AT-LARGE MEM Trustee or director | 2 | $0 |
| SANDRA LANGENBERG-PANZER | BOARD CHAIR Trustee or director, Officer | 5 | $0 |
| DOTTIE LECLAIR | VICE CHAIR Trustee or director, Officer | 5 | $0 |
| IAN MEVIS | AT-LARGE MEM Trustee or director | 2 | $0 |
| ANGELA SAVIDES | SECRETARY Trustee or director, Officer | 5 | $0 |
| LISA SCHMIT | AT-LARGE MEM Trustee or director | 2 | $0 |
| ANNA WILCOX | AT-LARGE MEM Trustee or director | 2 | $0 |
990 for the year ended December 31, 2021: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MAREN PETERSON | EXECUTIVE DI Officer | 40 | $83,780 |
| SARAH ANDERLA | AT-LARGE MEM Trustee or director | 2 | $0 |
| AMY VAN STRATEN CPA | BOARD CHAIR Trustee or director, Officer | 5 | $0 |
| NICHOLAS HEENAN | AT-LARGE MEM Trustee or director | 2 | $0 |
| SANDY LANGENBERG-PANZER | VICE CHAIR Trustee or director, Officer | 5 | $0 |
| DOTTIE LECLAIR | AT-LARGE MEM Trustee or director | 2 | $0 |
| TINA LECHNIR | SECRETARY Trustee or director, Officer | 5 | $0 |
| ROXANNE MEHLBERG | TREASURER Trustee or director, Officer | 5 | $0 |
| RICHARD RHODE | AT-LARGE MEM Trustee or director | 2 | $0 |
| ANNA WILCOX | AT-LARGE MEM Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 211 E FRANKLIN ST, APPLETON, WI 54911-5475
- Principal officer (990 for 2024)
- MAREN PETERSON, 211 E FRANKLIN STREET, APPLETON, WI 54911
- Signed the 990
- MAREN PETERSON, EXECUTIVE DIRECTOR
- Phone
- (920) 954-1550
- Website
- WWW.NAMIFOXVALLEY.ORG
- Return prepared by
- KERBERROSE SC
Mission
TO SUPPORT AND EMPOWER EVERYONE TOUCHED BY MENTAL ILLNESS AND TO ELIMINATE STIGMA AND NURTURE RECOVERY THROUGH EDUCATION, SUPPORT, ADVOCACY, AND OUTREACH.
Program accomplishments
- 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 SEEKING PEER SUPPORT FOR MENTAL HEALTH CHALLENGES. PEER SUPPORT IS AN EVIDENCE-BASED PRACTICE THAT FOSTERS RECOVERY AND IMPROVES QUALITY OF LIFE. THE RESPITE IS STAFFED BY PEER COMPANIONS WHO ARE LIVING WELL IN RECOVERY FROM THEIR OWN MENTAL HEALTH CHALLENGES AND HAVE RECEIVED EXTENSIVE TRAINING IN PROVIDING PEER SUPPORT TO OTHERS. THE PEER COMPANIONS PROVIDE SUPPORT TO GUESTS STAYING AT THE RESPITE AS WELL AS TO CALLERS TO A TELEPHONE WARM LINE. IN 2024, IRIS PLACE WELCOMED 140 GUESTS AND PROVIDED SUPPORT ON 2,661 WARM LINE CALLS.Expenses $405,460
- 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. IN 2024, NAMI FOX VALLEY DELIVERED 300 MENTAL HEALTH AND SUICIDE PREVENTION TRAININGS IN LOCAL CLASSROOMS TO 6,622 STUDENTS, PRESENTED 77 MENTAL HEALTH TRAININGS FOR ADULTS TO APPROXIMATELY 1,624 ATTENDEES, HOSTED RESOURCE TABLES AT 34 EVENTS, AND GRADUATED 121 INDIVIDUALS WITH MENTAL ILLNESS OR THEIR FAMILY MEMBERS FROM 12 MULTI-WEEK MENTAL HEALTH EDUCATION COURSES.Expenses $183,013 · revenue $2,471
- 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. NAMI FOX VALLEY OFFERS APPROXIMATELY 30 SUPPORT GROUP MEETINGS EACH MONTH, EACH OF WHICH IS FACILITATED BY TWO TRAINED STAFF MEMBERS OR VOLUNTEERS. THE GROUPS ARE DESIGNED TO HELP INDIVIDUALS LIVING WITH MENTAL ILLNESS AND THEIR FAMILY MEMBERS TO FEEL UNDERSTOOD, RESPECTED, SUPPORTED, AND HEARD, AND TO INCREASE COPING SKILLS, SELF-ADVOCACY, AND HOPE. IN 2024, A TOTAL OF 2,494 PARTICIPANTS ATTENDED 340 SUPPORT GROUP MEETINGS. NAMI FOX VALLEY ALSO PROVIDED ONE-ON-ONE SUPPORT IN A VARIETY OF CONTEXTS TO INDIVIDUALS AND FAMILIES NAVIGATING THE JOURNEY OF MENTAL ILLNESS.Expenses $181,192 · revenue $29,982
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-1545497
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1991
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,181,208
- Income (IRS master file)
- $1,116,831
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,107,460 | $1,030,391 | $2,181,208 | XML |
| 990 | December 2023 | $1,051,661 | $999,342 | $2,069,383 | XML |
| 990 | December 2022 | $994,768 | $964,840 | $1,920,971 | IRS |
| 990 | December 2021 | $976,305 | $898,742 | $1,822,444 | XML |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-1545497).
Questions about NAMI FOX VALLEY INC
- What is the EIN of NAMI FOX VALLEY INC?
- The employer identification number (EIN) of NAMI FOX VALLEY INC is 39-1545497.
- Is NAMI FOX VALLEY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to NAMI FOX VALLEY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NAMI FOX VALLEY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NAMI FOX VALLEY INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NAMI FOX VALLEY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of NAMI FOX VALLEY INC?
- The 990 for the year ended December 31, 2024 names MAREN PETERSON.
- Who are the officers and directors of NAMI FOX VALLEY INC?
- The 990 for the year ended December 31, 2024 lists 9 people; 1 received compensation from the organization, the highest $92,457 (MAREN PETERSON, EXECUTIVE DI).
- How much revenue does NAMI FOX VALLEY INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,107,460, expenses of $1,030,391 and total assets of $2,181,208 at year end.
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