Forget Me Not Fund Inc

Nonprofit profile at a glance

EIN
813947411
IRS 990-EZ coverage
2023–2025
Forms available
Form 990-EZ 2025, Form 990-N 2022
Location
Green Bay, WI, USA
Phone
9206179142
Rating
55
Verdict
MIXED
Rating confidence
Moderate
Sector
Fund Raising and Fund Distribution

Reported finances

Revenue
$44,063
Expenses
$32,969
Assets
$53,626
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • CARA PETERSON (PRESIDENT)
  • LAURA LUTZKE (VICE PRESIDENT)

People named in this filing

  • CARA PETERSON (PRESIDENT)
  • LAURA LUTZKE (VICE PRESIDENT)
  • MARLA MICOLEY (TREASURER)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

A non-profit devoted to educating and supporting those who suffer with alzheimer's disease and their caregivers.

What it reported doing in 2025

The fund also provides funding for caregiver bags. Each bag contains a fidget blanket, resourses, books, and snacks. These are avaialable for free to anyone who requests one and they are available at local emt and police stations. The fund donates money to other organizations that are dementia and alzheimer's friends such as the brain center of green and the alzheimer's association of green bay.

Operating model

Revenue model
Other-operating. 78% of the money available for current operations came from other operating revenue.
Distribution model
Hybrid. The nonprofit split its reported program spending across 43% for direct work, and 57% for grants.

The verdict

MIXED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 38
  • Transparency & Controls: 82
  • Sustainability: 68
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 34.2%; rating input score 34
  • Program expense ratio: 45.8%; rating input score 46

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 25.2%; rating input score 76; 76th percentile among comparable filings
  • Total-asset coverage ratio: 1.63; rating input score 60; 60th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 66; 66th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings

Growth

  • Program expense growth: -70.2% per year; rating input score 0; 6th percentile among comparable filings
  • Revenue growth: -26.5% per year; rating input score 0; 12th percentile among comparable filings
  • Asset growth: -22.2% per year; rating input score 0; 10th percentile among comparable filings

Details

  • Where the money goes: 34.2% of revenue deployed · 45.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 4 filed program accomplishments · $15K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 3 filing years from 2023 to 2025
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 34/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 46/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Sustainability: Officer compensation ratio scored 56/100.