2025-07-28T09:12:25-05:00 2024-12-31 390919055 RITZ HOLMAN LLP 330 E KILBOURN AVE SUITE 222 MILWAUKEE WI 53202 990 2024-01-01 391485627 NAMI SOUTHEAST WISCONSIN INC NAMI 2625248886 2717 N GRANDVIEW BLVD SUITE 205 WAUKESHA WI 53188 ANDY GUTIERREZ TREASURER 2625248886 2025-07-28 1 1 DIANA G LUTTMANN P01075770 4142711451 2025-07-25 2024 2025-03-06 01:10:19Z ANDY GUTIERREZ 217 WISCONSIN AVE WAUKESHA WI 53186 2273935 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. 15 15 36 16 0 0 1714549 2121850 145027 82648 2575 4557 15016 4201 1877167 2213256 0 0 0 0 1469532 1601869 0 0 156057 660056 662519 2129588 2264388 -252421 -51132 1492153 1471133 673879 691776 818274 779357 NAMI OF SOUTHEAST WISCONSIN SHARES HOPE WITH INDIVIDUALS AND FAMILIES AFFECTED BY MENTAL ILLNESS THROUGH SUPPORT, EDUCATION, AND ADVOCACY. 0 0 1784510 83825 PROVIDING SUPPORT AND HELP FOR THE MENTALLY ILL OF SOUTHEAST WISCONSIN. 1784510 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 33 0 1 36 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 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 MARY MADDEN EXECUTIVE DIRECTOR 40.00 X 119157 0 20523 CLARENCE JOHNSON PRESIDENT 5.00 X X 0 0 0 BETHANY LOPRESTI 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 LISA VILDBERG MEMBER 1.00 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 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 AMAN MAHAJAN MEMBER 1.00 X 0 0 0 KEVIN PANZARELLA MEMBER 1.00 X 0 0 0 LEO RIES MEMBER 1.00 X 0 0 0 TIFFANIE MCCLAIN MEMBER 1.00 X 0 0 0 119157 0 20523 1 0 0 0 0 40257 4679 230183 1000600 846131 2121850 COMMUNITY EDUCATION IN 611600 82648 82648 82648 836 836 3721 0 3721 3721 3721 63703 230183 60679 3024 3024 MISCELLANEOUS 900099 1177 1177 1177 2213256 83825 0 7581 152608 127249 12530 12829 1224704 1023612 97972 103120 28815 21815 4740 2260 82184 68617 6647 6920 113558 94626 9891 9041 101655 101655 815 815 124757 112165 12174 418 50148 49744 370 34 57609 43347 8323 5939 20505 17157 2305 1043 152767 112073 32422 8272 7453 4206 1353 1894 12893 11921 441 531 433 167 256 10 1726 1434 292 9686 8684 518 484 CLIENT ASSISTANCE 52831 52331 500 INTERNS, VOLUNTEER, AND 30766 30766 BAD DEBT EXPENSE 26880 26880 PROFESSIONAL DEVELOPMEN 5057 4141 916 6538 1889 2179 2470 2264388 1784510 323821 156057 404128 342733 773 362848 395438 13010 9629 7753 6907 1087 846 130910 147421 579397 575066 1492153 1471133 94644 113357 579235 578419 673879 691776 X 650424 564968 167850 214389 818274 779357 1492153 1471133 -51132 12215 0 X 0 1 X 1 0 X 793146 1326661 1460103 1714549 2121850 7416309 793146 1326661 1460103 1714549 2121850 7416309 7416309 8956 368 572 2575 4557 17028 4562 4562 2665 6940 688 1177 11470 7449369 78884 0.99560 0.99380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 130910 1200 16125 814 147421 116946 1200 13506 742 130910 135912 1500 -19630 836 116946 60885 61200 14500 673 135912 53263 26000 -18378 60885 1.00000 1 0 7753 6907 846 846 FOUNDATION INVESTMENTS 147421 F 147421 SECURITY DEPOSITS 6649 RIGHT-OF-USE ASSET - FINANCE 4705 RIGHT-OF-USE-ASSET - OPERATING 563712 575066 LEASE LIABILITY - LONG-TERM FINANCE LEASE 3591 LEASE LIABILITY - LONG-TERM OPERATING LEASE 472469 LEASE LIABILITY - SHORT-TERM FINANCE LEASE 1472 LEASE LIABILITY - SHORT-TERM OPERATING LEASE 100887 578419 X 2285335 12215 60679 72894 2212441 815 815 2213256 2324252 60679 60679 2263573 815 815 2264388 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, 2024, 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 60,679. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 60,679. NAMI WALK 135891 135891 19005 BLUE JEAN BINGO 97623 94292 3331 41674 1 60372 60372 293886 230183 63703 60679 60679 3024 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.