Memory Matters

Hilton Head Island, SC | www.mymemorymatters.org

GuideStar Charity Check

Memory Matters

EIN: 58-2291775

Contributions tax deductible
as of November 2023

IRS BMF 509(a)(1)
as of November 13, 2023

View summary

Charity Check report

Mission

Memory Matters mission is to provide compassionate services for those experiencing cognitive decline, offer caregiver respite, support families, and educate those who want to maintain or improve their brain health. Since its founding in 1997, Memory Matters has provided high-quality comprehensive dementia care services that help adults diagnosed with Alzheimer's and related dementias stay in their in homes and communities longer through it's adult day program services and caregiver support. Memory Matters balances Brain Health Education with professional Memory Care Services. It is unique in the Lowcountry, and its expertise in brain health and memory care is unsurpassed.

Ruling year info

1998

Executive Director

Jill C Horner

Main address

P.O. Box 22330 117 William Hilton Hwy.

Hilton Head Island, SC 29925 USA

Show more contact info

Formerly known as

AR&R

ALZHEIMER RESPITE & RESOURCE

EIN

58-2291775

Subject area info

Alzheimer's Disease and other forms of dementia

Public affairs

Adult day care

Special population support

Population served info

Adults

Seniors

Caregivers

Low-income people

People with disabilities

Show more populations served

NTEE code info

Services to Promote the Independence of Specific Populations (P80)

Alzheimer's (G83)

Alliance/Advocacy Organizations (W01)

IRS subsection

501(c)(3) Public Charity

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Tax forms

Show Forms 990

Communication

Programs and results

What we aim to solve

SOURCE: Self-reported by organization

The brain is our last medical frontier. It has long been a mystery, and it is masked in myths. We long believed – erroneously – the brain was set from birth and could not be healed when injured by trauma or a dementia. Now we know differently. A brain can repair itself through neurogenesis. This is attributed to neuroplasticity, the ability of the brain to generate and reorganize “synaptic connections,” especially when learning or following injury at any age. While we are far from a pharmaceutical solution for dementias, there are easy measures healthy adults can take. Leading physicians and researchers believe adopting tenets of the Mediterranean lifestyle can measurably improve brain function. For those who already have mild-to-moderate level memory impairment we offer a cadre of memory care programs. Families rely on our seasoned, compassionate care to sustain them through their journey. Our programming generates a positive environment to give each participant a “best brain day."

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Dementia-specific adult daycare

A "failure-free" zone for those with Alzheimer's or any type of dementia in which their abilities, not their disabilities, are emphasized. This program offers music and art therapy, stimulating games, pet therapy, socialization, and hot meals--all delivered with dignity and compassion.

Population(s) Served

Seniors

Caregiver Support

We offer several support groups that offer family caregivers a safe and confidential venue to share concerns and get powerful tools for their caregiver toolkits. We offer a mixed gender group, a male caregiver group, a women's group, and a transitional bereavement group. We proudly offer the only Savvy Caregiver training course in our state to help family caregivers learn how to better care for their loved one and themselves as they navigate this journey together. An additional program offered monthly is our Friday's for Caregivers featuring various topics related to caregiver concerns. We also provide family care partner coaching and licensed counseling. These services are all available virtually and in-person.

Brain Boosters

Optimize your brain with a 10-week class that focuses on maintaining brain health. With over 500 million synaptic connections, the brain is the most powerful machine in the world. This class teaches techniques to improve brain function and memory and how to focus on life style changes to keep healthy.

Population(s) Served

Seniors

Adults

Connections

A cutting edge program for those recently diagnosed with memory problems who are living independently and who wish to take a proactive approach to managing their disease. This program is for people who do not wish to be defined by their disease, and who want socialization, stimulation and good tools for their toolkits.

Population(s) Served

Seniors

Free Baseline Memory Screening (MoCA)

Using the Montreal Cognitive Assessment offers a non-medical evaluation that includes consultation for
next-step recommendations and program options. More than 500 studies have shown that MoCA is superior to existing cognitive screening tools to detect Alzheimer's Disease and related dementia. In 1996 the MoCA was recognized as the worldwide cognitive screening test for Alzheimer's and other disorders,
adopted by many of the greatest healthcare institutions including Harvard, the Cleveland Clinic, Mayo
Clinic, and National Institute of Health. The MoCA can detect Alzheimer's disease up to two years earlier than other instruments, such as the MMSE. The screening only takes about 15 minutes and is administered by a Memory Matters certified and trained professional. To register for a free baseline memory screen, please email [email protected] or call 843-842-6688.

Population(s) Served

Caregivers

Adults

Economically disadvantaged people

People with disabilities

Veterans

Caregivers

Adults

Economically disadvantaged people

People with disabilities

Veterans

Where we work

Awards

Affiliations & memberships

AFP (Association of Fundraising Professionals) 2015

Chamber of Commerce 2004

External reviews

Our Sustainable Development Goals

SOURCE: Self-reported by organization

Learn more about Sustainable Development Goals.

Goals & Strategy

SOURCE: Self-reported by organization

Learn about the organization's key goals, strategies, capabilities, and progress.

Charting impact

Four powerful questions that require reflection about what really matters - results.

What is the organization aiming to accomplish?

Our goals are to increase advocacy and awareness about the growing numbers of senior citizens in our community and, consequently, the impact of Alzheimer's disease as Baby Boomers age.

We want to strategically increase our programming to those with early signs of dementia, and to emphasize brain health and fitness to the community.

What are the organization's key strategies for making this happen?

Provide free Memory Screens to all residents of Beaufort County.\
Provide classes for those with mild memory impairment.
Provide a Brain Boosters class for those who are interested in proactively supporting their brain health.
Provide respite and caregiver support services.
Provide a social day program which provides those with moderate-level memory loss a best brain day of engaging activities.

What are the organization's capabilities for doing this?

We are financially sound and have the monetary capabilities of increasing advocacy and marketing.
We have a fulltime Community Education Director and a Development Director
We have a dedicated Brain Health Specialist.

What have they accomplished so far and what's next?

We have completed a strategic plan 2019-2021 adopted by the Board and are currently on task.

Financials

Memory Matters

Fiscal year: Jan 01 - Dec 31

Financial documents

Yes, financials were audited by an independent accountant.

Revenue vs. expenses: breakdown

SOURCE: IRS Form 990

NET GAIN/LOSS: in

Note: When component data are not available, the graph displays the total Revenue and/or Expense values.

Liquidity in 2022

SOURCE: IRS Form 990

0.00

Average of 1543.28 over 10 years

Months of cash in 2022

SOURCE: IRS Form 990

4.3

Average of 6.1 over 10 years

Fringe rate in 2022

SOURCE: IRS Form 990

9%

Average of 7% over 10 years

Funding sources

Source: IRS Form 990

Assets & liabilities

Source: IRS Form 990

Financial data

SOURCE: IRS Form 990

Digitizing IRS form 990 data

Memory Matters

Revenue & expenses

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

Fiscal year ending: Download Data

Revenue
Contributions	$475,480
Government Grants	$0
Program Services	$84,265
Investments	$14,034
Special Events	$107,146
Sales	$0
Other	$0
Total Revenue	$680,925

Expenses
Program Services	$183,399
Administration	$54,164
Fundraising	$112,061
Total Expenses	$349,624
Net Gain/Loss	$331,301

Functional expenses
Accounting Fees	$0
Advertising & Promotion	$2,630
Information Technology Expenses	$1,777
Insurance Expenses	$0
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$108,852

Revenue
Contributions	$1,013,636
Government Grants	$2,265
Program Services	$74,290
Investments	$4,444
Special Events	($1,515)
Sales	$0
Other	$931
Total Revenue	$1,094,051

Expenses
Program Services	$307,260
Administration	$43,644
Fundraising	$94,984
Total Expenses	$445,888
Net Gain/Loss	$648,163

Functional expenses
Accounting Fees	$0
Advertising & Promotion	$19,234
Information Technology Expenses	$0
Insurance Expenses	$25,900
Interest Expenses	$36,000
Investment Management Fees	$292
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$87,806

Revenue
Contributions	$535,973
Government Grants	$13,928
Program Services	$145,028
Investments	$2,481
Special Events	($16,985)
Sales	$0
Other	$319
Total Revenue	$680,744

Expenses
Program Services	$385,552
Administration	$63,472
Fundraising	$7,246
Total Expenses	$456,270
Net Gain/Loss	$224,474

Functional expenses
Accounting Fees	$7,524
Advertising & Promotion	$0
Information Technology Expenses	$2,194
Insurance Expenses	$39,684
Interest Expenses	$28,800
Investment Management Fees	$986
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$899,723
Government Grants	$10,000
Program Services	$210,729
Investments	$5,724
Special Events	($42,645)
Sales	$0
Other	$495
Total Revenue	$1,084,026

Expenses
Program Services	$408,797
Administration	$82,565
Fundraising	$9,099
Total Expenses	$500,461
Net Gain/Loss	$583,565

Functional expenses
Accounting Fees	$8,313
Advertising & Promotion	$0
Information Technology Expenses	$9,600
Insurance Expenses	$41,188
Interest Expenses	$7,200
Investment Management Fees	$2,047
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$463,227
Government Grants	$10,000
Program Services	$213,872
Investments	$29,986
Special Events	($39,471)
Sales	$0
Other	$765
Total Revenue	$678,379

Expenses
Program Services	$454,300
Administration	$84,544
Fundraising	$22,478
Total Expenses	$561,322
Net Gain/Loss	$117,057

Functional expenses
Accounting Fees	$8,566
Advertising & Promotion	$7,355
Information Technology Expenses	$11,772
Insurance Expenses	$47,996
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$14,488

Revenue
Contributions	$519,915
Government Grants	$12,500
Program Services	$179,650
Investments	$58,200
Special Events	($45,683)
Sales	$0
Other	$1,014
Total Revenue	$725,596

Expenses
Program Services	$485,580
Administration	$96,804
Fundraising	$23,970
Total Expenses	$606,354
Net Gain/Loss	$119,242

Functional expenses
Accounting Fees	$9,340
Advertising & Promotion	$5,209
Information Technology Expenses	$11,347
Insurance Expenses	$49,372
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$15,488

Revenue
Contributions	$615,167
Government Grants	$18,250
Program Services	$216,808
Investments	$35,172
Special Events	($27,643)
Sales	$0
Other	$811
Total Revenue	$858,565

Expenses
Program Services	$565,877
Administration	$100,409
Fundraising	$27,180
Total Expenses	$693,466
Net Gain/Loss	$165,099

Functional expenses
Accounting Fees	$4,418
Advertising & Promotion	$20,755
Information Technology Expenses	$17,277
Insurance Expenses	$54,861
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$14,400

Revenue
Contributions	$589,282
Government Grants	$30,000
Program Services	$277,398
Investments	$24,156
Special Events	($46,065)
Sales	$0
Other	$1,074
Total Revenue	$875,845

Expenses
Program Services	$665,003
Administration	$120,257
Fundraising	$78,781
Total Expenses	$864,041
Net Gain/Loss	$11,804

Functional expenses
Accounting Fees	$15,688
Advertising & Promotion	$5,607
Information Technology Expenses	$21,238
Insurance Expenses	$54,666
Interest Expenses	$0
Investment Management Fees	$8,520
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$15,600

Revenue
Contributions	$734,282
Government Grants	$28,750
Program Services	$246,655
Investments	$21,343
Special Events	($20,389)
Sales	$0
Other	$427
Total Revenue	$1,011,068

Expenses
Program Services	$711,920
Administration	$93,419
Fundraising	$121,107
Total Expenses	$926,446
Net Gain/Loss	$84,622

Functional expenses
Accounting Fees	$6,961
Advertising & Promotion	$7,679
Information Technology Expenses	$19,646
Insurance Expenses	$59,500
Interest Expenses	$0
Investment Management Fees	$8,430
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$13,200

Revenue
Contributions	$883,046
Government Grants	$12,710
Program Services	$357,788
Investments	$16,335
Special Events	($36,895)
Sales	$0
Other	$0
Total Revenue	$1,232,984

Expenses
Program Services	$1,057,826
Administration	$133,581
Fundraising	$77,271
Total Expenses	$1,268,678
Net Gain/Loss	($35,694)

Functional expenses
Accounting Fees	$20,470
Advertising & Promotion	$14,325
Information Technology Expenses	$14,058
Insurance Expenses	$90,617
Interest Expenses	$0
Investment Management Fees	$10,012
Legal Fees	$753
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$939,436
Government Grants	$15,832
Program Services	$365,911
Investments	$34,997
Special Events	($40,673)
Sales	$0
Other	$0
Total Revenue	$1,315,503

Expenses
Program Services	$1,032,574
Administration	$123,618
Fundraising	$68,778
Total Expenses	$1,224,970
Net Gain/Loss	$90,533

Functional expenses
Accounting Fees	$12,153
Advertising & Promotion	$5,714
Information Technology Expenses	$12,881
Insurance Expenses	$81,438
Interest Expenses	$0
Investment Management Fees	$7,109
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$898,224
Government Grants	$160,966
Program Services	$136,337
Investments	$35,853
Special Events	$1,781
Sales	$0
Other	$0
Total Revenue	$1,233,161

Expenses
Program Services	$915,648
Administration	$102,631
Fundraising	$83,406
Total Expenses	$1,101,685
Net Gain/Loss	$131,476

Functional expenses
Accounting Fees	$9,570
Advertising & Promotion	$5,500
Information Technology Expenses	$11,078
Insurance Expenses	$83,560
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$801,701
Government Grants	$175,461
Program Services	$177,326
Investments	$20,774
Special Events	$55,108
Sales	$0
Other	$0
Total Revenue	$1,230,370

Expenses
Program Services	$980,393
Administration	$109,311
Fundraising	$88,994
Total Expenses	$1,178,698
Net Gain/Loss	$51,672

Functional expenses
Accounting Fees	$19,947
Advertising & Promotion	$16,009
Information Technology Expenses	$9,313
Insurance Expenses	$50,564
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Revenue
Contributions	$833,560
Government Grants	$0
Program Services	$257,194
Investments	$25,150
Special Events	$106,978
Sales	$0
Other	$0
Total Revenue	$1,222,882

Expenses
Program Services	$1,013,012
Administration	$112,766
Fundraising	$112,163
Total Expenses	$1,237,941
Net Gain/Loss	($15,059)

Functional expenses
Accounting Fees	$8,069
Advertising & Promotion	$7,283
Information Technology Expenses	$9,282
Insurance Expenses	$56,436
Interest Expenses	$0
Investment Management Fees	$0
Legal Fees	$0
Pension Plan Contributions	$0
Professional Fundraising Expenses	$0

Memory Matters

Balance sheet

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

The balance sheet gives a snapshot of the financial health of an organization at a particular point in time. An organization's total assets should generally exceed its total liabilities, or it cannot survive long, but the types of assets and liabilities must also be considered. For instance, an organization's current assets (cash, receivables, securities, etc.) should be sufficient to cover its current liabilities (payables, deferred revenue, current year loan, and note payments). Otherwise, the organization may face solvency problems. On the other hand, an organization whose cash and equivalents greatly exceed its current liabilities might not be putting its money to best use.

Fiscal year ending: Download Data

Assets	Jan 01, 2008	Dec 31, 2008	Change
Contributions	$475,480
Cash & Equivalents	$408,177	$316,913	($91,264)
Accounts Receivable	$0	$0	$0
Pledges & Grants Receivable	$0	$0	$0
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$0	$0	$0
Investment, Securities	$16,876	$0	($16,876)
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$5,000	$1,040,769	$1,035,769
Other	$0	$0	$0
Total Assets	$430,053	$1,357,682	$927,629

Liabilities	Jan 01, 2008	Dec 31, 2008	Change
Accounts Payable	$0	$0	$0
Grants Payable	$0	$0	$0
Deferred Revenue	$0	$0	$0
Loans and Notes	$0	$600,000	$600,000
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$0	$1,464	$1,464
Total Liabilities	$0	$601,464	$601,464

Fund balance	Jan 01, 2008	Dec 31, 2008	Change
Temporarily Restricted Net Assets	$3,041	$3,041	$0
Permanently Restricted Net Assets	$0	$0	$0
Total Restricted Net Assets	$3,041	$3,041	$0
Unrestricted Net Assets	$427,012	$753,177	$326,165
Net Assets	$430,053	$756,218	$326,165

Assets	Jan 01, 2009	Dec 31, 2009	Change
Contributions	$1,013,636
Cash & Equivalents	$316,913	$229,039	($87,874)
Accounts Receivable	$0	$0	$0
Pledges & Grants Receivable	$0	$0	$0
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$0	$0	$0
Investment, Securities	$0	$0	$0
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$1,040,769	$1,627,116	$586,347
Other	$0	$0	$0
Total Assets	$1,357,682	$1,856,155	$498,473

Liabilities	Jan 01, 2009	Dec 31, 2009	Change
Accounts Payable	$0	$0	$0
Grants Payable	$0	$0	$0
Deferred Revenue	$0	$0	$0
Loans and Notes	$600,000	$480,000	($120,000)
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$1,464	$0	($1,464)
Total Liabilities	$601,464	$480,000	($121,464)

Fund balance	Jan 01, 2009	Dec 31, 2009	Change
Temporarily Restricted Net Assets	$3,041	$103,505	$100,464
Permanently Restricted Net Assets	$0	$0	$0
Total Restricted Net Assets	$3,041	$103,505	$100,464
Unrestricted Net Assets	$753,177	$1,272,650	$519,473
Net Assets	$756,218	$1,376,155	$619,937

Assets	Jan 01, 2010	Dec 31, 2010	Change
Contributions	$535,973
Cash & Equivalents	$229,039	$258,318	$29,279
Accounts Receivable	$0	$0	$0
Pledges & Grants Receivable	$0	$0	$0
Receivable, Other	$0	$0	$0
Inventories for Sale or Use	$0	$0	$0
Investment, Securities	$0	$0	$0
Investment, Other	$0	$0	$0
Fixed Assets (LBE - Depreciation)	$1,627,116	$1,702,692	$75,576
Other	$0	$0	$0
Total Assets	$1,856,155	$1,961,010	$104,855

Liabilities	Jan 01, 2010	Dec 31, 2010	Change
Accounts Payable	$0	$381	$381
Grants Payable	$0	$0	$0
Deferred Revenue	$0	$0	$0
Loans and Notes	$480,000	$360,000	($120,000)
Tax-Exempt Bond Liabilities	$0	$0	$0
Other	$0	$0	$0
Total Liabilities	$480,000	$360,381	($119,619)

Memory Matters

Financial trends analysis Glossary & formula definitions

Fiscal Year: Jan 01 - Dec 31

SOURCE: IRS Form 990 info

This snapshot of Memory Matters’s financial trends applies Nonprofit Finance Fund® analysis to data hosted by GuideStar. While it highlights the data that matter most, remember that context is key – numbers only tell part of any story.

Created in partnership with

Fiscal year: Jan 01 - Dec 31 View full report Download data

Business model indicators

Profitability	2018	2019	2020	2021	2022
Unrestricted surplus (deficit) before depreciation	$214,247	$207,313	$202,677	$161,033	-$244,230
As % of expenses	17.9%	17.9%	19.6%	14.5%	-21.0%
Unrestricted surplus (deficit) after depreciation	$143,441	$139,424	$133,506	$92,293	-$317,643
As % of expenses	11.3%	11.4%	12.1%	7.8%	-25.7%

Revenue composition
Total revenue (unrestricted & restricted)	$1,232,984	$1,315,503	$1,233,161	$1,230,370	$1,222,882
Total revenue, % change over prior year	0.0%	6.7%	-6.3%	-0.2%	-0.6%
Program services revenue	29.0%	27.8%	11.1%	14.4%	21.0%
Membership dues	0.0%	0.0%	0.0%	0.0%	0.0%
Investment income	2.1%	2.4%	2.9%	1.7%	2.1%
Government grants	1.0%	1.2%	13.1%	14.3%	0.0%
All other grants and contributions	68.6%	68.3%	73.0%	69.6%	76.9%
Other revenue	-0.8%	0.3%	0.0%	0.0%	0.0%

Expense composition
Total expenses before depreciation	$1,197,872	$1,157,081	$1,032,514	$1,109,958	$1,164,528
Total expenses, % change over prior year	0.0%	-3.4%	-10.8%	7.5%	4.9%
Personnel	62.0%	65.4%	69.4%	73.3%	71.3%
Professional fees	5.5%	4.6%	5.8%	2.6%	7.7%
Occupancy	6.4%	4.6%	4.1%	4.7%	3.8%
Interest	0.0%	0.0%	0.0%	0.0%	0.0%
Pass-through	5.0%	4.2%	1.7%	0.9%	0.7%
All other expenses	21.0%	21.3%	19.0%	18.5%	16.5%

Full cost components (estimated)	2018	2019	2020	2021	2022
Total expenses (after depreciation)	$1,268,678	$1,224,970	$1,101,685	$1,178,698	$1,237,941
One month of savings	$99,823	$96,423	$86,043	$92,497	$97,044
Debt principal payment	$0	$0	$0	$0	$0
Fixed asset additions	$0	$0	$0	$72,693	$0
Total full costs (estimated)	$1,368,501	$1,321,393	$1,187,728	$1,343,888	$1,334,985

Capital structure indicators

Liquidity	2018	2019	2020	2021	2022
Months of cash	6.9	7.3	10.1	3.8	4.3
Months of cash and investments	13.5	16.2	21.0	20.9	16.7
Months of estimated liquid unrestricted net assets	10.2	12.3	15.9	15.7	12.2

Balance sheet composition	2018	2019	2020	2021	2022
Cash	$691,083	$700,624	$866,977	$354,921	$420,943
Investments	$654,169	$862,124	$937,063	$1,573,768	$1,198,025
Receivables	$0	$0	$0	$0	$0
Gross land, buildings, equipment (LBE)	$1,881,514	$1,918,836	$1,936,506	$1,920,260	$1,946,646
Accumulated depreciation (as a % of LBE)	28.0%	31.0%	34.2%	33.4%	36.5%
Liabilities (as a % of assets)	0.3%	0.0%	0.0%	0.0%	0.0%
Unrestricted net assets	$2,368,946	$2,508,370	$2,641,876	$2,734,169	$2,416,526
Temporarily restricted net assets	$105,513	N/A	N/A	N/A	N/A
Permanently restricted net assets	$228,518	N/A	N/A	N/A	N/A
Total restricted net assets	$334,031	$386,810	$443,976	$478,779	$459,674
Total net assets	$2,702,977	$2,895,180	$3,085,852	$3,212,948	$2,876,200

Key data checks

Key data checks	2018	2019	2020	2021	2022
Material data errors	No	No	No	No	No

Operations

The people, governance practices, and partners that make the organization tick.

Documents

Letter of Determination

Form 1023/1024 is not available for this organization

Executive Director

Jill C Horner

Jill began working for Memory Matters in August 2022. Prior to moving to Bluffton, she was the Executive Director of the Alzheimer’s Association of Western New York for five and half years. While in this position Jill directed the WNY chapter of the Alzheimer’s Association across 8 counties with $3.7M in annual donations, $2M in grant funding, and managed 24 employees, and 100 volunteers. Before working at the Alzheimer’s Association, Jill spent 17 years working for a national political advertising agency where she led campaigns, ballot initiatives, and public affairs for candidates running for office.

Number of employees

Source: IRS Form 990

Memory Matters

Officers, directors, trustees, and key employees

SOURCE: IRS Form 990

Compensation

Other

Show data for fiscal year

Compensation data

Download up to 5 most recent years of officer and director compensation data for this organization

There are no highest paid employees recorded for this organization.

Memory Matters

Board of directors
as of 10/02/2023

SOURCE: Self-reported by organization

Board of directors data

Download the most recent year of board of directors data for this organization

Board chair

Bryce Edwards

Retired Financial Advisor

Term: 2024 - 2021

Kim Baretta

Retired Chef

Kelley Jewett

Business Executive

Ted Orban

Financial Consultant

Chelsou Shin

Retired Neurologist

George Bafundo

Retired Business Strategist

Malcolm Binks

Retired Financial Advisor

Pete DeHebreard

Retired Business Owner and GM of US Sales & Service for Cummins Inc.

Tom Lennox

USCB Center for Strategic Planning and dformer Town of HHI Councilman

Jason Luckasevic

Attorney with Goldberg, Persky & White

John McCann

Retired Town of HHI Mayor and Councilman

Elizabeth Mintz

Retired Finance

Patricia O'Neil

Retired Deputy Asst. Secretary for Policy Department of Veterans Affairs

John Weymouth

Retired Engineering Executive

Lisa Mazzeo

Neurology Office Executive

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

Board orientation and education
Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
CEO oversight
Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
Ethics and transparency
Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
Board composition
Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
Board performance
Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 4/19/2023

Candid has made improvements to the race and ethnicity options.

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity

White/Caucasian/European

Gender identity

Female

Race & ethnicity

No data

Gender identity

No data

Sexual orientation

No data

Disability

No data

Contractors

Fiscal year ending

Professional fundraisers

Fiscal year ending

SOURCE: IRS Form 990 Schedule G

Solicitation activities

Gross receipts from fundraising

Retained by organization

Paid to fundraiser

Memory Matters

Mission

Is this your nonprofit?

Programs and results

What we aim to solve

Our programs

Dementia-specific adult daycare

Caregiver Support

Brain Boosters

Connections

Free Baseline Memory Screening (MoCA)

Where we work

Awards

Affiliations & memberships

Our Sustainable Development Goals

Goals & Strategy

Charting impact

What is the organization aiming to accomplish?

What are the organization's key strategies for making this happen?

What are the organization's capabilities for doing this?

What have they accomplished so far and what's next?

Financials

Financial documents

Revenue vs. expenses: breakdown

Liquidity in 2022 info

0.00

Months of cash in 2022 info

4.3

Fringe rate in 2022 info

9%

Funding sources info

Assets & liabilities info

Financial data

Digitizing IRS form 990 data

Memory Matters

Memory Matters

Memory Matters

Business model indicators

Capital structure indicators

Key data checks

Operations

Documents

Executive Director

Jill C Horner

Number of employees

Memory Matters

Compensation data

Memory Matters

Board of directors data

Bryce Edwards

Board leadership practices

Board orientation and education

CEO oversight

Ethics and transparency

Board composition

Board performance

Organizational demographics

Leadership

Race & ethnicity

Gender identity

Sexual orientation

Disability

Contractors

Professional fundraisers

Solicitation activities

Liquidity in 2022

Months of cash in 2022

Fringe rate in 2022

Funding sources

Assets & liabilities