Civic Intelligence

Fox Valley Memory Project Inc.

990 • Fiscal year 2021 • EIN 82-3556549

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization ProfileFOXVALLEYMEMORYPROJECT.ORG

View Organization Page

1800 Appleton RdMenasha, WI 54952

(920) 225-1711

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$402,030

Up $170,584 (+74%) from 2020

Net Assets

Up

$365,556

Up $159,674 (+78%) from 2020

Liabilities

Up

$36,474

Up $10,910 (+43%) from 2020

Revenue And Expenses

Revenue

Up

$490,789

Up $219,606 (+81%) from 2020

Expenses

Up

$333,756

Up $112,437 (+51%) from 2020

Net Income

Up

$157,033

Up $107,169 (+215%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$402,030
Liabilities$36,474
Net Assets$365,556
Open 2021 Filing

Operations Trend

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

2021

Revenue$490,789
Expenses$333,756
Net Income$157,033
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$530,340
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$119,835$229,465▲ $109,630
Accounts Receivable$0$45,055▲ $45,055
Prepaid Expenses and Deferred Charges$1,578$1,700▲ $122
Total Assets$231,446$402,030▲ $170,584
Other Assets Total$110,033$125,810▲ $15,777
Liabilities
Accounts Payable and Accrued Expenses$13,064$36,474▲ $23,410
Other Liabilities$12,500$0▼ $12,500
Total Liabilities$25,564$36,474▲ $10,910
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$162,908$233,347▲ $70,439
Net Assets With Donor Restrictions$42,974$132,209▲ $89,235
Total Net Assets Fund Balance$205,882$365,556▲ $159,674
Total Liabilities and Net Assets / Fund Balance$231,446$402,030▲ $170,584

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$125,810--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$22,656-▲ $2,506-$25,162
2020$21,010-▲ $1,646-$22,656
2019$19,946$90▲ $974-$21,010
2018-$19,946--$19,946
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Michael RohrkasteExecutive DirectorFT$63,000$63,000

Board Members and Trustees

NameTitle
Dave MortonPresident
Becky ReicheltExecutive Vice President
Dr John BarkmeierDirector
Dr Lisa KokontisDirector
Jonathan KrauseDirector
Judy WilsonDirector
Keith KosteckeDirector
Tara PichelmeyerDirector
Walter C ZerrennerDirector
Jim ReidSecretary
Lori OhlandTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$489,602
Program Service Revenue
$1,585
Investment Income
$0
Other Revenue
$-398
All Other Contributions
$263,941
Change in Net Assets
$157,033
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$190,171
Other Expenses$143,510
Total Fundraising Expense$22,625
Grants and Similar Amounts Paid$75
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$66,654$23,619$16,573$106,846
Current Officers, Directors, Trustees, and Key Employees$27,090$35,910-$63,000
Conferences and Meetings$23,000--$23,000
Fees for Services Accounting-$19,967-$19,967
Advertising$14,247-$3,408$17,655
Payroll Taxes$5,515$8,572$1,200$15,287
Other Expenses$3,836$7,787-$11,623
Occupancy$6,181$4,066$1,060$11,307
All Other Expenses$6,485$3,686$199$10,370
Other Employee Benefits$4,423$615-$5,038
Office Expenses$4,735--$4,735
Insurance$1,081$712$185$1,978
Grants to Domestic Orgs$75--$75
Travel-$2-$2
Total Functional Expenses$193,128$118,003$22,625$333,756
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$35,920
Fundraising Gross Income$25,677
Gaming Gross Income$11,790
Gaming Direct Expenses$3,631
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Living Life$137,978$25,677$7,338$18,339
Total Events$137,978$25,677$35,920$-10,243
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
Yes
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 1A

“President, vice president, treasurer, and secretary assist exec director with operations, and develop board agendas.”

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

“Full board and finance committee will receive 990 before reviewed, and then have more in depth review after filed.”

Form 990, Part VI, Section B, Line 15B

“Board conducts performance review of executive director and market data to determine compensation.”

Form 990, Part VI, Section C, Line 19

“Form 990 are availble upon request. We do not make the following available to the public: governing documents, conflict of interest 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
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Rohrkaste
Formed
2019
Legal Domicile
Wi
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
83

Preparer

Firm
Cliftonlarsonallen Llp
Address
1660 OSHKOSH AVE SUITE 200, OSHKOSH, WI 54902
Preparer
Christa Willis
Phone
9202315890
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“We were awarded an administration for community living grant in july 2021 to bring new programs into our service area in 2022: memory link, mindworks, expansion, and aging individuals with physical or developmental disability. These new or expanded program services did not start until 2022.”

Form 990, Part III, Line 3

“More than doubled the number of mindworks classes being offered weekly.”

FORM 990, PART XI, LINE 9:

“Change in beneficial interest 2,641.”

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IRS990/ProgSrvcAccomActy2Grp/Desc0MINDWORKS- FACILITATED TWICE WEEKLY CLASS FOR PEOPLE WITH EARLY TO MID STAGE DEMENTIA, DESIGNED TO PROMOTE BRAIN AND OVERALL HEALTH, AND PROVIDES RESPITE TO CAREGIVER. THIS PROGRAM SUPPORTS 10 FAMILIES AT DIFFERENT TIMES, WITH A TOTAL OF 20 PEOPLE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt046279
IRS990/ProgSrvcAccomActy3Grp/Desc0ON A POSITVE NOTE CHOIR- PERFORMING CHOIR FOR DEMENTIA PERSONS AND THEIR CAREGIVERS. THIS PROGRAM HAS 24 PARTICIPANTS THAT MEET MONTHLY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt018449
IRS990/ProgSrvcAccomActyOtherGrp/Desc0CARE SUPPORT PROGRAMS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt040465
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0292714
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0272
IRS990/PYOtherExpensesAmt073850
IRS990/PYOtherRevenueAmt0-21926
IRS990/PYProgramServiceRevenueAmt0123
IRS990/PYRevenuesLessExpensesAmt049864
IRS990/PYSalariesCompEmpBnftPaidAmt0147469
IRS990/PYTotalExpensesAmt0221319
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0271183
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0157033
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03271
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0119835
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0229465
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0489602
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0292714
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0244354
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0141489
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01168159
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0272
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0132
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0414
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt067335
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01686
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt02955
IRS990ScheduleA/OtherIncome170Grp/TotalAmt04641
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt01138304
IRS990ScheduleA/SubstantialContributorsTotAmt029855
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0489602
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0292714
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0244354
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0141489
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01168159
IRS990ScheduleA/TotalSupportAmt01173214
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt022656
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt025162
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02506
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt021010
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt022656
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01646
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt019946
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt090
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt021010
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0974
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt019946
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt019946
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0125810
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0125810
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0112301
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0112301
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt035920
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0LIVING LIFE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0137978
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0137978
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025677
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt025677
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-10243
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt028582
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt028582
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt07338
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt07338
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WE WERE AWARDED AN ADMINISTRATION FOR COMMUNITY LIVING GRANT IN JULY 2021 TO BRING NEW PROGRAMS INTO OUR SERVICE AREA IN 2022: MEMORY LINK, MINDWORKS, EXPANSION, AND AGING INDIVIDUALS WITH PHYSICAL OR DEVELOPMENTAL DISABILITY. THESE NEW OR EXPANDED PROGRAM SERVICES DID NOT START UNTIL 2022.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MORE THAN DOUBLED THE NUMBER OF MINDWORKS CLASSES BEING OFFERED WEEKLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRESIDENT, VICE PRESIDENT, TREASURER, AND SECRETARY ASSIST EXEC DIRECTOR WITH OPERATIONS, AND DEVELOP BOARD AGENDAS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FULL BOARD AND FINANCE COMMITTEE WILL RECEIVE 990 BEFORE REVIEWED, AND THEN HAVE MORE IN DEPTH REVIEW AFTER FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD CONDUCTS PERFORMANCE REVIEW OF EXECUTIVE DIRECTOR AND MARKET DATA TO DETERMINE COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 990 ARE AVAILBLE UPON REQUEST. WE DO NOT MAKE THE FOLLOWING AVAILABLE TO THE PUBLIC: GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CHANGE IN BENEFICIAL INTEREST 2,641.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART III, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$402,030
Liabilities
$36,474
Net assets
$365,556
Revenue
$490,789
Expenses
$333,756
Net income
$157,033
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