Nonprofit · EIN 39-1485627
NAMI SOUTHEAST WISCONSIN INC
Tax-exempt · WAUKESHA, WI 53188
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 (amended) | $2,741,857 | $2,391,582 | $350,275 | $1,693,514 | $568,693 | $1,124,821 |
| December 31, 2024 | 990 | $2,213,256 | $2,264,388 | -$51,132 | $1,471,133 | $691,776 | $779,357 |
| December 31, 2023 | 990 | $1,877,167 | $2,129,588 | -$252,421 | $1,492,153 | $673,879 | $818,274 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $2,493,941
- of which government grants
- $1,283,927
- Membership dues
- $3,044
- Program service revenue
- $139,519
- Investment income
- $26,205
- Net gain from sales of assets
- $21,342
- Net income from fundraising events
- $72,052
- Other revenue
- $82,192
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $143,769
- Other salaries and wages
- $1,278,454
- Salaries, compensation and benefits (total)
- $1,664,107
- Professional fundraising fees
- $0
- Accounting fees
- $124,340
- Occupancy
- $129,602
- Travel
- $9,806
- Depreciation
- $6,698
- Program services (functional)
- $1,906,436
- Management and general (functional)
- $314,112
- Fundraising (functional)
- $171,034
Balance sheet and other
- Total assets, start of year
- $1,471,133
- Total assets, end of year
- $1,693,514
- Total liabilities, end of year
- $568,693
- Net assets, end of year
- $1,124,821
- Land, buildings and equipment
- $604
- Net assets without donor restrictions
- $827,344
- Net assets with donor restrictions
- $297,477
- Gross receipts
- $2,780,073
- Employees
- 34
- Volunteers
- 16
- Year formed
- 1982
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARY MADDEN | EXECUTIVE DIRECTOR Officer | 40 | $125,865 | $22,057 |
| ANDY GUTIERREZ | PAST TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| KIMBERLY JONES CPA | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| BETHANY LOPRESTI PHD | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| CLARENCE JOHNSON | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| MARGAUX BAUMGARTEN | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| EDITH HUDSON | PAST MEMBER Trustee or director | 1 | $0 | $0 |
| LISA VILDBERG | MEMBER Trustee or director | 1 | $0 | $0 |
| LEO RIES | MEMBER Trustee or director | 1 | $0 | $0 |
| KEVIN PANZARELLA | PAST MEMBER Trustee or director | 1 | $0 | $0 |
| JACK FITZGERALD JD | MEMBER Trustee or director | 1 | $0 | $0 |
| REBECCA BABCOCK | MEMBER Trustee or director | 1 | $0 | $0 |
| BRIDGETT GONZALEZ | MEMBER Trustee or director | 1 | $0 | $0 |
| GARAN CHIVINSKI | MEMBER Trustee or director | 1 | $0 | $0 |
| CAROL HEIDEMAN | MEMBER Trustee or director | 1 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ASHLEY BROWN CDP CDFA | MEMBER Trustee or director | 1 | $0 |
| DAVID CRAWFORD | MEMBER Trustee or director | 1 | $0 |
| TIFFANIE MCCLAIN | MEMBER Trustee or director | 1 | $0 |
| AMAN MAHAJAN MD | MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARY MADDEN | EXECUTIVE DIRECTOR Officer | 40 | $119,157 | $20,523 |
| CLARENCE JOHNSON | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| BETHANY LOPRESTI | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| ANDY GUTIERREZ | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| MARGAUX BAUMGARTEN | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| LISA VILDBERG | MEMBER Trustee or director | 1 | $0 | $0 |
| REBECCA BABCOCK | MEMBER Trustee or director | 1 | $0 | $0 |
| GARAN CHIVINSKI | MEMBER Trustee or director | 1 | $0 | $0 |
| DAVID CRAWFORD | MEMBER Trustee or director | 1 | $0 | $0 |
| CAROL HEIDEMAN | MEMBER Trustee or director | 1 | $0 | $0 |
| EDITH HUDSON | MEMBER Trustee or director | 1 | $0 | $0 |
| BRIDGETT GONZALEZ | MEMBER Trustee or director | 1 | $0 | $0 |
| AMAN MAHAJAN | MEMBER Trustee or director | 1 | $0 | $0 |
| KEVIN PANZARELLA | MEMBER Trustee or director | 1 | $0 | $0 |
| LEO RIES | MEMBER Trustee or director | 1 | $0 | $0 |
| TIFFANIE MCCLAIN | MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARY MADDEN | EXECUTIVE DIRECTOR Officer | 40 | $116,751 | $12,965 |
| LISA VILDBERG | PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| CLARENCE JOHNSON | VICE PRESIDENT Trustee or director, Officer | 5 | $0 | $0 |
| ANDY GUTIERREZ | TREASURER Trustee or director, Officer | 5 | $0 | $0 |
| MARGAUX BAUMGARTEN | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| REBECCA BABCOCK | MEMBER Trustee or director | 1 | $0 | $0 |
| GARAN CHIVINSKI | MEMBER Trustee or director | 1 | $0 | $0 |
| DAVID CRAWFORD | MEMBER Trustee or director | 1 | $0 | $0 |
| CHRISTINE L HANSEN | MEMBER Trustee or director | 1 | $0 | $0 |
| CAROL HEIDEMAN | MEMBER Trustee or director | 1 | $0 | $0 |
| EDITH HUDSON | MEMBER Trustee or director | 1 | $0 | $0 |
| BRIDGETT GONZALEZ | MEMBER Trustee or director | 1 | $0 | $0 |
| BETHANY LOPRESTI | MEMBER Trustee or director | 1 | $0 | $0 |
| AMAN MAHAJAN | MEMBER Trustee or director | 1 | $0 | $0 |
| KEVIN PANZARELLA | MEMBER Trustee or director | 1 | $0 | $0 |
| DANIESHA PERRY | MEMBER Trustee or director | 1 | $0 | $0 |
| LEO RIES | MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2717 N GRANDVIEW BLVD STE 205, WAUKESHA, WI 53188-1660
- Principal officer (990 for 2025)
- KIMBERLY JONES, 2717 N GRANDVIEW BLVD SUITE 205, WAUKESHA, WI 53188
- Signed the 990
- EMILY JONESBERG, EXECUTIVE DIRECTOR
- Phone
- (262) 524-8886
- Website
- NAMISOUTHEASTWI.ORG
- Return prepared by
- RITZ HOLMAN LLP
Mission
NAMI OF SOUTHEAST WISCONSIN SHARES HOPE WITH INDIVIDUALS AND FAMILIES AFFECTED BY MENTAL ILLNESS THROUGH SUPPORT, EDUCATION, AND ADVOCACY.
Program accomplishments
- PROVIDING SUPPORT AND HELP FOR THE MENTALLY ILL OF SOUTHEAST WISCONSIN.Expenses $1,906,436 · revenue $149,659
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 | 990 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
- 39-1485627
- 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
- 1985
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,693,514
- Income (IRS master file)
- $2,780,073
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $2,741,857 | $2,391,582 | $1,693,514 | XML |
| 990 | December 2024 | $2,213,256 | $2,264,388 | $1,471,133 | XML |
| 990 | December 2023 | $1,877,167 | $2,129,588 | $1,492,153 | XML |
| 990 | December 2022 | $1,482,525 | $1,548,635 | $1,364,974 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 39-1485627).
Questions about NAMI SOUTHEAST WISCONSIN INC
- What is the EIN of NAMI SOUTHEAST WISCONSIN INC?
- The employer identification number (EIN) of NAMI SOUTHEAST WISCONSIN INC is 39-1485627.
- Is NAMI SOUTHEAST WISCONSIN INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to NAMI SOUTHEAST WISCONSIN INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NAMI SOUTHEAST WISCONSIN 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 SOUTHEAST WISCONSIN INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NAMI SOUTHEAST WISCONSIN INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of NAMI SOUTHEAST WISCONSIN INC?
- The 990 for the year ended December 31, 2025 names KIMBERLY JONES.
- Who are the officers and directors of NAMI SOUTHEAST WISCONSIN INC?
- The 990 for the year ended December 31, 2025 lists 19 people; 1 received compensation from the organization, the highest $125,865 (MARY MADDEN, EXECUTIVE DIRECTOR).
- How much revenue does NAMI SOUTHEAST WISCONSIN INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $2,741,857, expenses of $2,391,582 and total assets of $1,693,514 at year end.
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