2024-11-15T10:03:38-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 1660 OSHKOSH AVE SUITE 200 OSHKOSH WI 54902 990 2023-01-01 823556549 FOX VALLEY MEMORY PROJECT INC FOXV 9202251711 1800 APPLETON RD MENASHA WI 54952 MICHAEL ROHRKASTE EXECUTIVE DIRECTOR 9202251711 2024-11-14 1 1 CHRISTA WILLIS P01252468 9202315890 2024-11-12 2023 2024-10-15 13:58:12Z MICHAEL ROHRKASTE 1800 APPLETON RD MENASHA WI 54952 1042344 0 X FOXVALLEYMEMORYPROJECT.ORG X 2017 WI WE PROVIDE SUPPORT AND RESOURCES TO PEOPLE LIVING WITH DEMENTIA AND THEIR FAMILIES TO LIVE WELL. 13 12 0 150 0 0 830668 944669 26871 39903 731 4813 -3720 505 854550 989890 50 0 0 0 444852 536521 0 0 43123 363288 370107 808190 906628 46360 83262 525051 628179 124662 136647 400389 491532 X 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. 0 0 311535 CARE 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. 288897 36303 MINDWORKS- 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. 41637 3600 MEMORY CAFE- 15 DIFFERENT CAFES MONTHLY MEET FOR SOCIALIZATION FOR DEMENTIA PERSONS & CAREGIVERS. THERE ARE OVER 2000 ANNUAL ATTENDEES. 105744 ON A POSITIVE NOTE CHOIR, SPECIAL EVENTS, AND EDUCATION HAD OVER 1000 ATTENDEES IN 2023 105744 747813 1 1 0 0 0 0 0 0 0 0 0 0 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 1 0 0 0 0 1 0 0 0 1 6 2 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 1 1 0 WI X MICHAEL ROHRKASTE 9202849507 C/O FOX VALLEY MEMORY PROJECT 1800 MENASHA WI 54952 BECKY REICHELT DIRECTOR 1.00 X 0 0 0 DAVID MORTON PAST PRESIDENT 1.00 X X 0 0 0 LORI OHLAND SECRETARY 1.00 X X 0 0 0 DR JOHN BARKMEIER PRESIDENT 1.00 X X 0 0 0 DR LISA KOKONTIS DIRECTOR 1.00 X 0 0 0 JONATHAN KRAUSE DIRECTOR 1.00 X 0 0 0 TARA HEINDL DIRECTOR 1.00 X 0 0 0 KEITH KOSTECKE DIRECTOR 1.00 X 0 0 0 JIM REID VICE PRESIDENT 1.00 X X 0 0 0 ERIC BROTEN DIRECTOR 1.00 X 0 0 0 MIKE HABLEWITZ TREASURER 1.00 X X 0 0 0 TARA CRAWFORD DIRECTOR 1.00 X 0 0 0 MICHAEL ROHRKASTE EXECUTIVE DIRECTOR 40.00 X 0 67725 3386 0 67725 3386 0 0 0 0 0 80178 53846 357326 453319 36774 944669 PROGRAM SERVICE FEES 900099 39903 39903 39903 4813 4813 41409 53846 47804 -6395 -6395 11550 4650 6900 6900 989890 39903 0 5318 71111 38941 14392 17778 393507 387080 807 5620 12293 12293 17226 16287 177 762 42384 38993 1319 2072 42660 42660 61053 61053 14618 14618 41231 22914 11008 7309 18231 11286 6811 134 18213 18086 127 2159 1986 67 106 MISC MEALS 49421 41801 7609 11 CONTRACTED SERVICES 42527 36792 5735 PRINTING & PUBLICATION 30164 19693 7002 3469 PUBLIC RELATIONS & OUTR 19214 19214 30616 6776 23840 906628 747813 115692 43123 310754 384696 76251 106209 3264 7020 1778 1904 133004 128350 525051 628179 89450 108425 13000 20000 22212 8222 124662 136647 X 329660 406533 70729 84999 400389 491532 525051 628179 X 83262 7881 X X 0 1 X 1 0 X 244354 292714 489602 830669 944669 2802008 244354 292714 489602 830669 944669 2802008 13441 2788567 132 272 731 4813 5948 2955 1686 4641 2812597 236729 0.99150 0.98670 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 2,955. 2021 AMOUNT: $ 1,686. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22193 10103 2303 34599 25162 -2969 22193 22656 2506 25162 21010 1646 22656 19946 90 974 21010 1.00000 1 0 0 BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION 121042 RIGHT OF USE ASSET 7308 128350 LEASE LIABILITY 8222 8222 X 1031441 7887 7881 15768 1015673 -25783 -25783 989890 940298 7887 7887 932411 -25783 -25783 906628 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. LIVING LIFE 95255 53846 41409 31105 2000 7291 7408 95255 53846 41409 31105 2000 7291 7408 47804 -6395 X 5 2125 FMV X 8879 FMV X 1 10103 FMV X PREPAID EVENTS 16 9122 FMV X GIFT CARDS 13 3290 COST X GIFT BASKETS 13 2255 FMV 0 0 0 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. 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. ST PAUL ELDER SERVICES INC 312 E 14TH STREET KAUKAUNA WI 54130 391029149 CHARITABLE WI 501(C)(3) LINE 11 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0