Civic Intelligence

Fox Valley Memory Project Inc.

990 • Fiscal year 2019 • EIN 82-3556549

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

Organization ProfileFOXVALLEYMEMORYPROJECT.ORG

View Organization Page

1800 Appleton RdMenasha, WI 54952

(920) 225-1711

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

79th percentile

0.13x

Higher debt load relative to assets than 79% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

81st percentile

0.09x

Higher debt load relative to revenue than 81% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2019

Asset Growth

81st percentile

38%

Faster asset growth than 81% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

91st percentile

79%

Faster revenue growth than 91% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$175,080

Up $48,040 (+38%) from 2018

Net Assets

Up

$153,146

Up $53,939 (+54%) from 2018

Liabilities

Down

$21,934

Down $5,899 (-21%) from 2018

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin75th percentile

Revenue

Up

$254,259

Up $111,835 (+79%) from 2018

Expenses

Up

$207,217

Up $164,000 (+379%) from 2018

Net Income

Down

$47,042

Down $52,165 (-53%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2018: $127,040Liabilities 2018: $27,833Net Assets 2018: $99,2072018Assets 2019: $175,080Liabilities 2019: $21,934Net Assets 2019: $153,1462019Assets 2020: $231,446Liabilities 2020: $25,564Net Assets 2020: $205,8822020Assets 2021: $402,030Liabilities 2021: $36,474Net Assets 2021: $365,5562021Assets 2022: $525,051Liabilities 2022: $124,662Net Assets 2022: $400,3892022Assets 2023: $628,179Liabilities 2023: $136,647Net Assets 2023: $491,5322023Assets 2024: $828,821Liabilities 2024: $153,951Net Assets 2024: $674,8702024

Highlighted filing

2019

Assets$175,080
Liabilities$21,934
Net Assets$153,146
Open 2019 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0Revenue 2018: $142,424Expenses 2018: $43,217Net Income 2018: $99,2072018Revenue 2019: $254,259Expenses 2019: $207,217Net Income 2019: $47,0422019Revenue 2020: $271,183Expenses 2020: $221,319Net Income 2020: $49,8642020Revenue 2021: $490,789Expenses 2021: $333,756Net Income 2021: $157,0332021Revenue 2022: $854,550Expenses 2022: $808,190Net Income 2022: $46,3602022Revenue 2023: $989,890Expenses 2023: $906,628Net Income 2023: $83,2622023Revenue 2024: $1,115,737Expenses 2024: $940,835Net Income 2024: $174,9022024

Highlighted filing

2019

Revenue$254,259
Expenses$207,217
Net Income$47,042
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$256,721
Mission and Program Overview

Mission

Fvmp wants to create dementia-friendly communities where the fear and isolation often associated with dementia are eased by connecting people with one another and with resources to live well with dementia.

We provide support and resources to people living with dementia and their families to live well.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$30,464$70,406▲ $39,942
Accounts Receivable$14,397$0▼ $14,397
Prepaid Expenses and Deferred Charges$1,425$2,526▲ $1,101
Total Assets$127,040$175,080▲ $48,040
Other Assets Total$80,754$102,148▲ $21,394
Liabilities
Accounts Payable and Accrued Expenses$27,833$21,934▼ $5,899
Total Liabilities$27,833$21,934▼ $5,899
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$90,207$133,957▲ $43,750
Net Assets With Donor Restrictions$9,000$19,189▲ $10,189
Total Net Assets Fund Balance$99,207$153,146▲ $53,939
Total Liabilities and Net Assets / Fund Balance$127,040$175,080▲ $48,040

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$102,148--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$19,946$90▲ $974-$21,010
2018$0$19,946--$19,946
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Michael RohrkasteExecutive DirectorFT$30,000$30,000

Board Members and Trustees

NameTitle
Becky ReicheltPresident
Dave MortonVice President
Susan McfaddenDirector
Penny Bernard SchaberSecretary
Lori OhlandTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$244,354
Program Service Revenue
$12,235
Investment Income
$132
Other Revenue
$-2,462
All Other Contributions
$205,529
Change in Net Assets
$47,042
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$125,248
Other Expenses$81,969
Total Fundraising Expense$2,900
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$36,608$38,384-$74,992
Current Officers, Directors, Trustees, and Key Employees$12,911$17,089-$30,000
Fees for Services Accounting$15$17,891-$17,906
Other Employee Benefits$9,272$2,828-$12,100
Payroll Taxes$3,572$4,584-$8,156
Advertising-$7,069-$7,069
Occupancy$218$6,725-$6,943
All Other Expenses$1,954$1,932$2,900$6,786
Other Expenses$2,748$1,633-$4,381
Travel$3,078$293-$3,371
Insurance-$1,717-$1,717
Total Functional Expenses$88,682$115,635$2,900$207,217
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$2,462
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Living Life$38,825---
Total Events$38,825-$2,462$-2,462
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1

“President, vice president, treasurer, and secretary, no other members, assist exec director with operations, and develop board agendas.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is presented to the board of directors to be reviewed and approved before filing”

Form 990, Part VI, Section C, Line 19

“Form 990 are avalible upon request. We do not make the followign available to the public: governing documents, conflict of interst policy or financial statements.”

Filing and Contact Details

Filer

Filer Name
Fox Valley Memory Project Inc
EIN
82-3556549
Phone
9202251711
Address
1800 APPLETON RD, MENASHA, WI 54952

Signing Officer

Name
Michael Rohrkaste
Title
Executive Director
Phone
9202251711
Signed
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Rohrkaste
Formed
2019
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
5
Employees
1
Volunteers
65

Preparer

Firm
Cliftonlarsonallen Llp
Address
100 CITY CENTER PO BOX 2886, OSHKOSH, WI 54903
Preparer
Christa Willis
Phone
9202315890
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in beneficial interest 6,897.”

Raw XML AppendixShowing 400 of 442 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0974
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt019946
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt019946
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0102148
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0102148
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt038825
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt038825
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt02462
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LIVING LIFE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02462
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02462
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt038825
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt038825
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-2462
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRESIDENT, VICE PRESIDENT, TREASURER, AND SECRETARY, NO OTHER MEMBERS, ASSIST EXEC DIRECTOR WITH OPERATIONS, AND DEVELOP BOARD AGENDAS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS TO BE REVIEWED AND APPROVED BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 ARE AVALIBLE UPON REQUEST. WE DO NOT MAKE THE FOLLOWIGN AVAILABLE TO THE PUBLIC: GOVERNING DOCUMENTS, CONFLICT OF INTERST POLICY OR FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHANGE IN BENEFICIAL INTEREST 6,897.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ST PAUL ELDER SERVICES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0391029149
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHARITABLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 11
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0312 E 14TH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0KAUKAUNA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd054130
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt092426
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt185604
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0BOOK EXPENSE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH PAID
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ST PAUL ELDER SERVICES INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1ST PAUL ELDER SERVICES INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0O
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0127040
IRS990/TotalAssetsEOYAmt0175080
IRS990/TotalAssetsGrp/BOYAmt0127040
IRS990/TotalAssetsGrp/EOYAmt0175080
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0244354
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02900
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0115635
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt088682
IRS990/TotalFunctionalExpensesGrp/TotalAmt0207217
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt027833
IRS990/TotalLiabilitiesEOYAmt021934
IRS990/TotalLiabilitiesGrp/BOYAmt027833
IRS990/TotalLiabilitiesGrp/EOYAmt021934
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt099207
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0153146
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt05192
IRS990/TotalOtherProgSrvcRevenueAmt01840
IRS990/TotalProgramServiceExpensesAmt088682
IRS990/TotalProgramServiceRevenueAmt012235
IRS990/TotalReportableCompFromOrgAmt030000
IRS990/TotalRevenueGrp/ExclusionAmt0-2330
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt012235
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0254259
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt065
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0127040
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0175080
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0293
IRS990/TravelGrp/ProgramServicesAmt03078
IRS990/TravelGrp/TotalAmt03371
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01800 APPLETON RD

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$175,080
Liabilities
$21,934
Net assets
$153,146
Revenue
$254,259
Expenses
$207,217
Net income
$47,042
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.15$0.67$1.12$0.94$0.17
2023Detailed filing. Detailed filing data is available for this year.$0.63$0.14$0.49$0.99$0.91$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.53$0.12$0.40$0.85$0.81$0.05
2021Detailed filing. Detailed filing data is available for this year.$0.40$0.04$0.37$0.49$0.33$0.16
2020Detailed filing. Detailed filing data is available for this year.$0.23$0.03$0.21$0.27$0.22$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.18$0.02$0.15$0.25$0.21$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.13$0.03$0.10$0.14$0.04$0.10