2024-10-08T16:15:55-05:00 2023-12-31 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 550 MILWAUKEE WI 53202 990 2023-01-01 391485627 NAMI SOUTHEAST WISCONSIN INC NAMI 2625248886 2717 N GRANDVIEW BLVD SUITE 205 WAUKESHA WI 53188 ANDY GUTIERREZ TREASURER 2625248886 2024-10-08 1 1 DIANA G LUTTMANN P01075770 4142711451 2024-10-02 2023 2024-10-15 13:58:12Z ANDY GUTIERREZ 217 WISCONSIN AVE WAUKESHA WI 53186 1907756 0 X NAMISOUTHEASTWI.ORG X 1982 WI NAMI OF SOUTHEAST WISCONSIN SHARES HOPE WITH INDIVIDUALS AND FAMILIES AFFECTED BY MENTAL ILLNESS THROUGH SUPPORT, EDUCATION, AND ADVOCACY. 16 16 35 17 0 0 1460103 1714549 23450 145027 572 2575 -1600 15016 1482525 1877167 0 0 0 0 1128444 1469532 0 0 169937 420191 660056 1548635 2129588 -66110 -252421 1364974 1492153 305531 673879 1059443 818274 NAMI OF SOUTHEAST WISCONSIN SHARES HOPE WITH INDIVIDUALS AND FAMILIES AFFECTED BY MENTAL ILLNESS THROUGH SUPPORT, EDUCATION, AND ADVOCACY. 0 0 1660980 145695 PROVIDING SUPPORT AND HELP FOR THE MENTALLY ILL OF SOUTHEAST WISCONSIN. 1660980 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 36 0 1 35 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X LEO RIES 2625248886 2717 N GRANDVIEW BLVD SUITE 205 WAUKESHA WI 53188 LISA VILDBERG PRESIDENT 5.00 X X 0 0 0 CLARENCE JOHNSON VICE PRESIDENT 5.00 X X 0 0 0 ANDY GUTIERREZ TREASURER 5.00 X X 0 0 0 MARGAUX BAUMGARTEN SECRETARY 5.00 X X 0 0 0 REBECCA BABCOCK MEMBER 1.00 X 0 0 0 GARAN CHIVINSKI MEMBER 1.00 X 0 0 0 DAVID CRAWFORD MEMBER 1.00 X 0 0 0 CHRISTINE L HANSEN MEMBER 1.00 X 0 0 0 CAROL HEIDEMAN MEMBER 1.00 X 0 0 0 EDITH HUDSON MEMBER 1.00 X 0 0 0 BRIDGETT GONZALEZ MEMBER 1.00 X 0 0 0 BETHANY LOPRESTI MEMBER 1.00 X 0 0 0 AMAN MAHAJAN MEMBER 1.00 X 0 0 0 KEVIN PANZARELLA MEMBER 1.00 X 0 0 0 DANIESHA PERRY MEMBER 1.00 X 0 0 0 LEO RIES MEMBER 1.00 X 0 0 0 MARY MADDEN EXECUTIVE DIRECTOR 40.00 X 116751 0 12965 116751 0 12965 1 0 0 0 0 233372 4568 249004 653500 574105 1714549 COMMUNITY EDUCATION IN 611600 145027 145027 145027 693 693 1882 0 1882 1882 1882 44937 249004 30589 14348 14348 MISCELLANEOUS 900099 668 668 668 1877167 145695 0 16923 133597 105212 16579 11806 1147241 898939 156010 92292 10465 7386 2045 1034 78414 64643 1061 12710 99815 77338 14366 8111 62696 37241 18684 6771 742 742 112003 86383 25435 185 23231 20197 3034 64586 43065 16394 5127 26566 19842 6671 53 145154 128262 12057 4835 27297 11845 8141 7311 57206 38664 3610 14932 1923 1923 14695 12312 1707 676 CLIENT ASSISTANCE 69152 67452 1200 500 STIPENDS 32092 31198 643 251 MEMBERSHIP & AFFILIATE 8516 984 7223 309 PROFESSIONAL DEVELOPMEN 8234 7506 728 5963 2511 3452 2129588 1660980 298671 169937 671377 404128 1851 773 345852 362848 17791 13010 7753 6666 1524 1087 116946 130910 209633 579397 1364974 1492153 97676 94644 207855 579235 305531 673879 X 781579 650424 277864 167850 1059443 818274 1364974 1492153 -252421 11252 0 X 0 1 X 1 0 X 576041 793146 1326661 1460103 1714549 5870500 576041 793146 1326661 1460103 1714549 5870500 5870500 7422 8956 368 572 2575 19893 1584 4562 6146 2665 6940 688 10293 5906832 78884 0.99380 0.99320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 116946 1200 13506 742 130910 135912 1500 -19630 836 116946 60885 61200 14500 673 135912 53263 26000 -18378 60885 1.00000 1 0 7753 6666 1087 1087 FOUNDATION INVESTMENTS 130910 F 130910 SECURITY DEPOSITS 5184 RIGHT-OF-USE ASSET - FINANCE 6190 RIGHT-OF-USE-ASSET - OPERATING 568023 579397 LEASE LIABILITY - LONG-TERM FINANCE LEASE 5063 LEASE LIABILITY - LONG-TERM OPERATING LEASE 479929 LEASE LIABILITY - SHORT-TERM FINANCE LEASE 1367 LEASE LIABILITY - SHORT-TERM OPERATING LEASE 92876 579235 X 1921541 11252 3275 30589 45116 1876425 742 742 1877167 2162710 3275 30589 33864 2128846 742 742 2129588 PART V, LINE 4: THE ENDOWMENT APPROPRIATIONS ARE INTENDED TO BE USED TO SUPPORT THE OPERATIONS OF NAMI SOUTHEAST WISCONSIN, INC. OVER THE YEARS. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. MANAGEMENT HAS REVIEWED ALL TAX POSITIONS RECOGNIZED IN PREVIOUSLY FILED TAX RETURNS AND THOSE EXPECTED TO BE TAKEN IN FUTURE TAX RETURNS. AS OF DECEMBER 31, 2023, THE ORGANIZATION HAD NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO ACCRUED INTEREST AND PENALTIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 30,589. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 30,589. NAMI WALK 160282 156217 4065 5438 BLUE JEAN BINGO 100300 92787 7513 25151 1 33359 33359 293941 249004 44937 30589 30589 14348 FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER PROVIDES AND REVIEW THE FULL 990 WITH THE BOARD OF DIRECTORS BEFORE IT IS FILED AT A REGUARLY SCHEDULED BOARD MEETING OR A SPECIAL MEETING OF THE FULL BOARD OR THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD REVIEWS THE POLICY AND SIGNS THAT THERE ARE NO CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD REVIEWS AND APPROVES ANY PAY INCREASES FOR THE EXECUTIVE DIRECTOR AND PERCENTAGE INCREASE FOR OTHER EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S OFFICE