Center of excellence which provides both Memory care and proactive brain wellness education in order to instill a hopeful future and enhance our community.

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
Run by 40 volunteers and 17 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $65K a year · 5% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$161K
to officers and key staff · 9% of spending
Looks good: pay to officers and key staff is 9% of spending; 15% or less.
Pt VII · Sec A
3 mo
of spending, in cash
Looks good: 3.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
11
named funders · $617K
Looks good: 11 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.8M
+22% vs prior year
Spent
$1.8M
To programs
85%
Net assets
$3.2M
By yearFY2020–FY2024
Revenue
$1.8M
FY2024▲ +22%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.2M
FY2021$1.2M
FY2022$1.2M
FY2023$1.5M
FY2024$1.8M
Expenses
$1.8M
FY2024▲ +26%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.1M
FY2021$1.2M
FY2022$1.2M
FY2023$1.4M
FY2024$1.8M
Net assets
$3.2M
FY2024▲ +5%
Tap a bar for its year
Net assets by fiscal year
FY2020$3.1M
FY2021$3.2M
FY2022$2.9M
FY2023$3.1M
FY2024$3.2M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 1998.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $1.5M Management & general 8% · $150K Fundraising 6% · $113K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

16 people listed on the 990; $161K paid to officers and key staff.

Part VII, Section A · reportable compensation
$161,163Pt VII · Sec A
Vice Preside
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Jill Barcikowski-Horner’s $161K as Executive Di is at the 78th percentile of top reported officer pay among 3869 $1–10M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023
Jill Barcikowski-Horner$161,163$152,500

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Memory Matters executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Offers memory care and brain wellness education for a hopeful future.

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Provided by the organization

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1 program · $1.5M · in their own filed words · FY2024
01

Memory matters delivers a continuum of dementia-specific services, including compass (a full-day therapeutic program), connections (weekly cognitive engagement classes), brain boosters (early intervention programs), and moca screenings (early detection and assessment).

$1.5Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 11 funders →
Grants paid · 5 grants · $228K · 2020–2024
Unitemized GrantFY2024$116,619
Unitemized GrantFY2023$75,489
Unitemized GrantFY2022$7,840
Unitemized GrantFY2021$10,334
Unitemized GrantFY2020$17,876

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$1.8M
Ln 12
Gifts and grantsLn 1h$1.1M
Fees for servicesLn 2g$476K
Other incomeLn 4–11$218K
Money outPt IX
$1.8M
Ln 25
Programscol B$1.5M
Managementcol C$150K
Fundraisingcol D$113K
Owns and owesPt X
$3.2M
net assets · Ln 32
Cash and savingsLn 1–2$447K
Total assetsLn 16$3.2M
LiabilitiesLn 26$0
PeoplePt VI, VII
16
listed · VII A
PaidVII A1
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.1M
Fundraising eventsLn 1c$133K
Fees for servicesLn 2g$476K
Investment incomeLn 3$50K
Other incomeLn 4–11$218K
Gains on assetsLn 7$354
Total revenueLn 12$1.8M
Assets in detailPt X, end of year
CashLn 1$125K
SavingsLn 2$323K
Cash and savings togetherLn 1–2$447K
InvestmentsLn 11–13$1.7M
Land, buildings, equipmentLn 10c$1.1M
Total assetsLn 16$3.2M
LiabilitiesLn 26$0
Net assetsLn 32$3.2M
OperationsPt I, VI
EmployeesI 517
VolunteersI 640
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$637K$447K
InvestmentsLn 11–13$1.3M$1.7M
Land, buildings, equipmentLn 10c$1.2M$1.1M
Total assetsLn 16$3.1M$3.2M
LiabilitiesLn 26$0$0
Net assetsLn 32$3.1M$3.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$117K$117K
Pay of current officers, directors and key staffLn 5$161K$137K$13K$11K
Other salaries and wagesLn 7$704K$598K$56K$49K
Other employee benefitsLn 9$13K$11K$1K$921
Payroll taxesLn 10$63K$53K$5K$4K
Accounting feesLn 11c$9K$6K$1K$2K
Other fees for servicesLn 11g$58K$40K$8K$10K
Advertising and promotionLn 12$23K$23K
Office expensesLn 13$11K$8K$3K
Information technologyLn 14$7K$7K$730
OccupancyLn 16$141K$117K$14K$9K
Depreciation, depletion and amortizationLn 22$73K$60K$5K$7K
InsuranceLn 23$105K$87K$7K$10K
Other expenses (24a–d)Ln 24$283K$239K$36K$8K
Total functional expensesLn 25$1.8M$1.5M$150K$113K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $1.8M$1.8M$61K$3.2M 990 PDF
FY2023 $1.5M$1.4M$98K$3.1M 990 PDF
FY2022 $1.2M$1.2M−$15K$2.9M 990 PDF
FY2021 $1.2M$1.2M$52K$3.2M 990 PDF
FY2020 $1.2M$1.1M$131K$3.1M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $1,828,146 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $879,185$1,084,031
I-9 Program service revenuePrior year $407,425$476,068
I-10 Investment incomePrior year $89,655$50,048
I-11 Other revenuePrior year $120,822$217,999
I-12 Total revenuePrior year $1,497,087$1,828,146
I-13 Grants and similar amounts paidPrior year $75,489$116,619
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $878,431$941,203
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $445,420$709,326
I-18 Total expensesPrior year $1,399,340$1,767,148
I-19 Revenue less expensesPrior year $97,747$60,998
Part VI · Governance 15 of 15 board members independent, no flags
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,828,146 across 8 lines filed
VIII-1c Fundraising events$133,024
VIII-1f All other contributions, gifts and grants$951,007
VIII-1h Total contributions, gifts and grants$1,084,031
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $476,068$476,068
VIII-3 Investment incomeExcluded from tax $49,694$49,694
VIII-7 Net gain or loss on sales of assetsRelated to mission $354$354
VIII-8 Net income from fundraising events$217,999
VIII-12 Total revenueRelated to mission $476,422 · Excluded from tax $49,694$1,828,146
Part IX · Statement of functional expenses $1,767,148 across 14 lines filed
IX-2 Grants to domestic individualsPrograms $116,619$116,619
IX-5 Pay of current officers, directors and key staffPrograms $136,989 · Management $12,893 · Fundraising $11,281$161,163
IX-7 Other salaries and wagesPrograms $598,455 · Management $56,325 · Fundraising $49,285$704,065
IX-9 Other employee benefitsPrograms $11,178 · Management $1,052 · Fundraising $921$13,151
IX-10 Payroll taxesPrograms $53,400 · Management $5,026 · Fundraising $4,398$62,824
IX-11c Accounting feesPrograms $5,975 · Management $1,126 · Fundraising $1,559$8,660
IX-11g Other fees for servicesPrograms $39,962 · Management $7,529 · Fundraising $10,424$57,915
IX-12 Advertising and promotionPrograms $23,325$23,325
IX-13 Office expensesPrograms $8,364 · Management $2,788$11,152
IX-14 Information technologyPrograms $6,570 · Management $730$7,300
IX-16 OccupancyPrograms $117,277 · Management $14,134 · Fundraising $9,314$140,725
IX-22 Depreciation, depletion and amortizationPrograms $60,294 · Management $5,085 · Fundraising $7,264$72,643
IX-23 InsurancePrograms $86,759 · Management $7,316 · Fundraising $10,452$104,527
IX-24 Other expenses (24a–d)Programs $239,183 · Management $35,893 · Fundraising $8,003$283,079
IX-25 Total functional expensesPrograms $1,504,350 · Management $149,897 · Fundraising $112,901$1,767,148
Part X · Balance sheet $3,212,990 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $250,916$124,511
X-2 Savings and temporary cash investmentsStart of year $385,677$322,737
X-10c Land, buildings and equipment, netStart of year $1,165,787$1,098,024
X-11 Publicly traded securitiesStart of year $1,254,861$1,655,482
X-14 Intangible assetsStart of year $17,117$12,236
X-16 Total assetsStart of year $3,074,358$3,212,990
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $2,612,889$2,738,942
X-28 Net assets with donor restrictionsStart of year $461,469$474,048
X-32 Total net assets or fund balancesStart of year $3,074,358$3,212,990
X-33 Total liabilities and net assetsStart of year $3,074,358$3,212,990
Part XI · Reconciliation of net assets $3,212,990 net assets at year end
XI-1 Total revenue$1,828,146
XI-2 Total expenses$1,767,148
XI-3 Revenue less expenses$60,998
XI-4 Net assets at start of year$3,074,358
XI-5 Net unrealized gains (losses) on investments$77,634
XI-10 Net assets at end of year$3,212,990

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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