Civic Intelligence

Fox Valley Memory Project Inc.

990 • Fiscal year 2023 • EIN 82-3556549

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 14, 2024

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

69th percentile

0.22x

Higher debt load relative to assets than 69% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

58th percentile

0.14x

Higher debt load relative to revenue than 58% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

59th percentile

8.4%

Higher net margin than 59% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$71,111

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

76th percentile

20%

Faster asset growth than 76% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

63rd percentile

16%

Faster revenue growth than 63% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$628,179

Up $103,128 (+20%) from 2022

Net Assets

Up

$491,532

Up $91,143 (+23%) from 2022

Liabilities

Up

$136,647

Up $11,985 (+9.6%) from 2022

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin59th percentile

Revenue

Up

$989,890

Up $135,340 (+16%) from 2022

Expenses

Up

$906,628

Up $98,438 (+12%) from 2022

Net Income

Up

$83,262

Up $36,902 (+80%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2023

Assets$628,179
Liabilities$136,647
Net Assets$491,532
Open 2023 Filing

Operations Trend

Revenue Growth63rd 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

2023

Revenue$989,890
Expenses$906,628
Net Income$83,262
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 14, 2024
Return Version
2023v5.1
Gross Receipts
$1,042,344
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$310,754$384,696▲ $73,942
Accounts Receivable$76,251$106,209▲ $29,958
Inventories for Sale or Use$3,264$7,020▲ $3,756
Prepaid Expenses and Deferred Charges$1,778$1,904▲ $126
Total Assets$525,051$628,179▲ $103,128
Other Assets Total$133,004$128,350▼ $4,654
Liabilities
Accounts Payable and Accrued Expenses$89,450$108,425▲ $18,975
Deferred Revenue$13,000$20,000▲ $7,000
Other Liabilities$22,212$8,222▼ $13,990
Total Liabilities$124,662$136,647▲ $11,985
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$329,660$406,533▲ $76,873
Net Assets With Donor Restrictions$70,729$84,999▲ $14,270
Total Net Assets Fund Balance$400,389$491,532▲ $91,143
Total Liabilities and Net Assets / Fund Balance$525,051$628,179▲ $103,128

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$7,308--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$22,193$10,103▲ $2,303-$34,599
2022$25,162-▼ $2,969-$22,193
2021$22,656-▲ $2,506-$25,162
2020$21,010-▲ $1,646-$22,656
2019$19,946$90▲ $974-$21,010
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Michael RohrkasteExecutive DirectorFT$71,111$71,111

Board Members and Trustees

NameTitle
David MortonPast President
Dr John BarkmeierPresident
Jim ReidVice President
Becky ReicheltDirector
Dr Lisa KokontisDirector
Eric BrotenDirector
Jonathan KrauseDirector
Keith KosteckeDirector
Tara CrawfordDirector
Tara HeindlDirector
Lori OhlandSecretary
Mike HablewitzTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$944,669
Program Service Revenue
$39,903
Investment Income
$4,813
Other Revenue
$505
All Other Contributions
$453,319
Change in Net Assets
$83,262

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$10,103Fair Market Value (FMV)
Other Non Cash Contri Table16$9,122Fair Market Value (FMV)
Clothing and Household Goods-$8,879Fair Market Value (FMV)
Other Non Cash Contri Table13$3,290Cost
Other Non Cash Contri Table13$2,255Fair Market Value (FMV)
Works of Art5$2,125Fair Market Value (FMV)
Total Noncash Contributions48$35,774-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,015,673
Revenue Not Reported on Financial Statements
$-25,783
Revenue Not Reported on Form 990
$15,768
Other Revenue Adjustments
$-25,783
Total Revenue per Audited Statements
$1,031,441
Total Revenue per Form 990
$989,890
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$536,521
Other Expenses$370,107
Total Fundraising Expense$43,123
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$387,080$807$5,620$393,507
Current Officers, Directors, Trustees, and Key Employees$38,941$14,392$17,778$71,111
Fees for Services Other$61,053--$61,053
Fees for Services Accounting-$42,660-$42,660
Payroll Taxes$38,993$1,319$2,072$42,384
Office Expenses$22,914$11,008$7,309$41,231
All Other Expenses$6,776$23,840-$30,616
Other Expenses$19,214$7,002$3,469$19,214
Occupancy$11,286$6,811$134$18,231
Travel$18,086-$127$18,213
Other Employee Benefits$16,287$177$762$17,226
Advertising$14,618--$14,618
Pension Plan Contributions$12,293--$12,293
Insurance$1,986$67$106$2,159
Total Functional Expenses$747,813$115,692$43,123$906,628

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$940,298
Expenses per Audited Statements$932,411
Total Expenses per Form 990$906,628
Expenses Not Reported on Form 990$7,887
Expenses Not Reported on Financial Statements$-25,783
Other Expense Adjustments$-25,783
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$47,804
Fundraising Gross Income$41,409
Gaming Gross Income$11,550
Gaming Direct Expenses$4,650
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Living Life$95,255$41,409$7,408$34,001
Total Events$95,255$41,409$47,804$-6,395
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$8,222
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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
Yes
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

“Board president, vice president, secretary, treasurer, and prior board president, works with executive director to approve material program and personnel changes.”

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

“Will send to board of directors”

Form 990, Part VI, Section B, Line 15

“Board conducts performance review of executive director and market data to determine compensation. The process described here was last completed in 2023.”

Form 990, Part VI, Section C, Line 19

“Form 990 are availble upon request. We do make the following available to the public: governing documents or financial statements to potential donors on request.”

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
2024-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Rohrkaste
Formed
2017
Legal Domicile
Wi
Voting Board Members
13
Independent Board Members
12
Employees
0
Volunteers
150

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 XI, LINE 9:

“Change in beneficial interest 7,881.”

Part XII, Line 2C

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“U.s. Gaap requires management to evaluate tax positions taken by the organization and recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by a taxing authority. Management has analyzed the tax positions taken by the organization and has concluded that as of december 31, 2023 and 2022, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The organization is subject to routine audits by taxing jurisdictions, however, there are currently no audits in progress for any tax period. The organization will recognize future accrued interest and penalties related to unrecognized tax benefits in income tax expense if incurred.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in beneficial interest 7,881.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Raffle/fundraising expenses -25,783.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Raffle/fundraising expenses -25,783.”

Raw XML AppendixShowing 400 of 599 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt089450
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0108425
IRS990/AccountsReceivableGrp/BOYAmt076251
IRS990/AccountsReceivableGrp/EOYAmt0106209
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0WE PROVIDE SUPPORT AND RESOURCES TO PEOPLE LIVING WITH DEMENTIA AND THEIR FAMILIES TO LIVE WELL.
IRS990/AdvertisingGrp/ProgramServicesAmt014618
IRS990/AdvertisingGrp/TotalAmt014618
IRS990/AllOtherContributionsAmt0453319
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt023840
IRS990/AllOtherExpensesGrp/ProgramServicesAmt06776
IRS990/AllOtherExpensesGrp/TotalAmt030616
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0MICHAEL ROHRKASTE
IRS990/BooksInCareOfDetail/PhoneNum09202849507
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0C/O FOX VALLEY MEMORY PROJECT 1800
IRS990/BooksInCareOfDetail/USAddress/CityNm0MENASHA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd054952
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt017778
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt014392
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt038941
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt071111
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt053846
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0944669
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt04813
IRS990/CYOtherExpensesAmt0370107
IRS990/CYOtherRevenueAmt0505
IRS990/CYProgramServiceRevenueAmt039903
IRS990/CYRevenuesLessExpensesAmt083262
IRS990/CYSalariesCompEmpBnftPaidAmt0536521
IRS990/CYTotalExpensesAmt0906628
IRS990/CYTotalFundraisingExpenseAmt043123
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0989890
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt013000
IRS990/DeferredRevenueGrp/EOYAmt020000
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0CARE SUPPORT WITH MEMORY LINK PROGRAM AND SUPPORT GROUPS - PROVIDE DEMENTIA CARE EDUCATION, CONNECTIONS TO OTHER COMMUNITY RESOURCES, AND TRAINING IN MANAGING BEHAVIORAL CHALLENGES. SERVED OVER 170 FAMILIES INCLUDING PERSONS WITH DEMENTIA AND CAREGIVERS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt070729
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt084999
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0311535
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FederatedCampaignsAmt080178
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt042660
IRS990/FeesForServicesAccountingGrp/TotalAmt042660
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt061053
IRS990/FeesForServicesOtherGrp/TotalAmt061053
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt123386
IRS990/Form990PartVIISectionAGrp/PersonNm0BECKY REICHELT
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID MORTON
IRS990/Form990PartVIISectionAGrp/PersonNm2LORI OHLAND
IRS990/Form990PartVIISectionAGrp/PersonNm3DR JOHN BARKMEIER
IRS990/Form990PartVIISectionAGrp/PersonNm4DR LISA KOKONTIS
IRS990/Form990PartVIISectionAGrp/PersonNm5JONATHAN KRAUSE
IRS990/Form990PartVIISectionAGrp/PersonNm6TARA HEINDL
IRS990/Form990PartVIISectionAGrp/PersonNm7KEITH KOSTECKE
IRS990/Form990PartVIISectionAGrp/PersonNm8JIM REID
IRS990/Form990PartVIISectionAGrp/PersonNm9ERIC BROTEN
IRS990/Form990PartVIISectionAGrp/PersonNm10MIKE HABLEWITZ
IRS990/Form990PartVIISectionAGrp/PersonNm11TARA CRAWFORD
IRS990/Form990PartVIISectionAGrp/PersonNm12MICHAEL ROHRKASTE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1267725
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02017
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt053846
IRS990/FundraisingDirectExpensesAmt047804
IRS990/FundraisingGrossIncomeAmt041409
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt04650
IRS990/GamingGrossIncomeAmt011550
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GovernmentGrantsAmt0357326
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01042344
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt0106
IRS990/InsuranceGrp/ManagementAndGeneralAmt067
IRS990/InsuranceGrp/ProgramServicesAmt01986
IRS990/InsuranceGrp/TotalAmt02159
IRS990/InventoriesForSaleOrUseGrp/BOYAmt03264
IRS990/InventoriesForSaleOrUseGrp/EOYAmt07020
IRS990/InvestmentIncomeGrp/ExclusionAmt04813
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04813
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt02
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0FVMP 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0400389
IRS990/NetAssetsOrFundBalancesEOYAmt0491532
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-6395
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-6395
IRS990/NetIncomeFromGamingGrp/ExclusionAmt06900
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt06900
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0329660
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0406533
IRS990/NoncashContributionsAmt036774
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0134
IRS990/OccupancyGrp/ManagementAndGeneralAmt06811
IRS990/OccupancyGrp/ProgramServicesAmt011286
IRS990/OccupancyGrp/TotalAmt018231
IRS990/OfficeExpensesGrp/FundraisingAmt07309
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011008
IRS990/OfficeExpensesGrp/ProgramServicesAmt022914
IRS990/OfficeExpensesGrp/TotalAmt041231
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0133004
IRS990/OtherAssetsTotalGrp/EOYAmt0128350
IRS990/OtherChangesInNetAssetsAmt07881
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0762
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0177
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt016287
IRS990/OtherEmployeeBenefitsGrp/TotalAmt017226
IRS990/OtherExpensesGrp/Desc0MISC MEALS
IRS990/OtherExpensesGrp/Desc1CONTRACTED SERVICES
IRS990/OtherExpensesGrp/Desc2PRINTING & PUBLICATION
IRS990/OtherExpensesGrp/Desc3PUBLIC RELATIONS & OUTR
IRS990/OtherExpensesGrp/FundraisingAmt011
IRS990/OtherExpensesGrp/FundraisingAmt15735
IRS990/OtherExpensesGrp/FundraisingAmt23469
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07609
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17002
IRS990/OtherExpensesGrp/ProgramServicesAmt041801
IRS990/OtherExpensesGrp/ProgramServicesAmt136792
IRS990/OtherExpensesGrp/ProgramServicesAmt219693
IRS990/OtherExpensesGrp/ProgramServicesAmt319214
IRS990/OtherExpensesGrp/TotalAmt049421
IRS990/OtherExpensesGrp/TotalAmt142527
IRS990/OtherExpensesGrp/TotalAmt230164
IRS990/OtherExpensesGrp/TotalAmt319214
IRS990/OtherLiabilitiesGrp/BOYAmt022212
IRS990/OtherLiabilitiesGrp/EOYAmt08222
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt05620
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0807
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0387080
IRS990/OtherSalariesAndWagesGrp/TotalAmt0393507
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02072
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01319
IRS990/PayrollTaxesGrp/ProgramServicesAmt038993
IRS990/PayrollTaxesGrp/TotalAmt042384
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt012293
IRS990/PensionPlanContributionsGrp/TotalAmt012293
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01778
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01904
IRS990/PrincipalOfficerNm0MICHAEL ROHRKASTE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt039903
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt039903
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. WE HELD 12 EACH WEEK IN 2023. THIS PROGRAM SUPPORTS OVER 100 FAMILIES AT DIFFERENT TIMES. MINDWORKS PROVIDES OVER 10,000 HOURS OF RECREATIONAL THERAPY FOR PEOPLE WITH DEMENTIA AND RESPITE TIME FOR CAREGIVERS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0288897
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt036303
IRS990/ProgSrvcAccomActy3Grp/Desc0MEMORY CAFE- 15 DIFFERENT CAFES MONTHLY MEET FOR SOCIALIZATION FOR DEMENTIA PERSONS & CAREGIVERS. THERE ARE OVER 2000 ANNUAL ATTENDEES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt041637
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt03600
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ON A POSITIVE NOTE CHOIR, SPECIAL EVENTS, AND EDUCATION HAD OVER 1000 ATTENDEES IN 2023
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0105744
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0830668
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt050
IRS990/PYInvestmentIncomeAmt0731
IRS990/PYOtherExpensesAmt0363288
IRS990/PYOtherRevenueAmt0-3720
IRS990/PYProgramServiceRevenueAmt026871
IRS990/PYRevenuesLessExpensesAmt046360
IRS990/PYSalariesCompEmpBnftPaidAmt0444852
IRS990/PYTotalExpensesAmt0808190
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0854550
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt083262
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0310754
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0384696
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME - 2020 AMOUNT: $ 2,955. 2021 AMOUNT: $ 1,686.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0944669
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0830669
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0489602
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0292714
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0244354
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02802008
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04813
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0731
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0272
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0132
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05948
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0236729
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt01686
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt02955
IRS990ScheduleA/OtherIncome170Grp/TotalAmt04641
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99150
IRS990ScheduleA/PublicSupportPY170Pct00.98670
IRS990ScheduleA/PublicSupportTotal170Amt02788567
IRS990ScheduleA/SubstantialContributorsTotAmt013441
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0944669
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0830669
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0489602
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0292714
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0244354
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02802008
IRS990ScheduleA/TotalSupportAmt02812597
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/BeginningYearBalanceAmt022193
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt010103
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt034599
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt02303
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt025162
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt022193
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2969
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt022656
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt025162
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02506
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt021010
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt022656
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01646
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt019946
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt090
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt021010
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0974
IRS990ScheduleD/DonatedServicesUseFcltsAmt07887
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt07887
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-25783
IRS990ScheduleD/ExpensesSubtotalAmt0932411
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt07887
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0121042
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt17308
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RIGHT OF USE ASSET

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$628,179
Liabilities
$136,647
Net assets
$491,532
Revenue
$989,890
Expenses
$906,628
Net income
$83,262
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