MAKE-A-WISH FOUNDATION OF NORTH TEXAS: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MAKE-A-WISH FOUNDATION OF NORTH TEXAS (EIN 75-1889666)
- Tax period
- 2022-09-01 to 2023-08-31
- Filed
- 2024-05-20
- IRS object ID
- 202411419349301611
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-20T15:55:29-05:00 | ReturnTs |
| Tax Period End | 2023-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 EAST THOMAS ROAD SUITE 2300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 751889666 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAKE-A-WISH FOUNDATION OF NORTH TEXAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAKE | BusinessNameControlTxt |
| Phone | 2144969474 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16803 DALLAS PARKWAY 100 | AddressLine1Txt |
| City | ADDISON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BELINDA MARSHALL | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2144969474 | PhoneNum |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BELINDA | PersonFirstNm |
| Person Last | MARSHALL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA HANGSLEBEN | PreparerPersonNm |
| PTIN | P02087031 | PTIN |
| Phone | 6022662248 | PhoneNum |
| Preparation | 2024-05-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KIMBERLY ELENEZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16803 DALLAS PARKWAY 100 | AddressLine1Txt |
| City | ADDISON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,650,290 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | NTX.WISH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TOGETHER, WE CREATE LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 49 | TotalEmployeeCnt |
| Total Volunteers | 1000 | TotalVolunteersCnt |
| Total Gross UBI | -$371 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,471,810 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,654,849 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,100 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,000 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$1,641,165 | PYInvestmentIncomeAmt |
| CY Investment Income | $314,694 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$142,673 | PYOtherRevenueAmt |
| CY Other Revenue | $11,524 | CYOtherRevenueAmt |
| PY Total Revenue | $10,696,072 | PYTotalRevenueAmt |
| CY Total Revenue | $9,993,067 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,884,740 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,804,800 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,133,562 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,498,112 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,969,884 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,760,234 | PYOtherExpensesAmt |
| CY Other Expenses | $2,335,526 | CYOtherExpensesAmt |
| PY Total Expenses | $10,778,536 | PYTotalExpensesAmt |
| CY Total Expenses | $11,638,438 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$82,464 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,645,371 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,038,862 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,983,141 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,843,664 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,298,217 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,195,198 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,684,924 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MAKE-A-WISH FOUNDATION OF NORTH TEXAS CREATES LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,301,493 | ExpenseAmt |
| Grant | $5,804,800 | GrantAmt |
| Revenue | $12,000 | RevenueAmt |
| Desc | SEE SCHEDULE O. | Desc |
| Total Program Service Expenses | $8,301,493 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 35 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 49 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELINDA MARSHALL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2144969474 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16803 DALLAS PARKWAY 100 | AddressLine1Txt |
| City | ADDISON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75001 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| VIKRANT BHATIA | |||||||
| CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ENRIQUE DUARTE MELO | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BARRY FROMBERG | |||||||
| TREASURER (THRU 3/23/23) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JOAN HOLMAN | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JACQUELYN WOLF | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROB CALDERIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHANIE CHUNG | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE JORDAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHARI KRUEGER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HUBIE PAYNE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE PROVOST | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTINA RICCIO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARISSA SOLIS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHERRY VIDAL-BROWN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDSAY WILSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMIL ALIBHAI | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN GROSSMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LESLIE KEATING | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRADLEY WEPRIN | |||||||
| DIRECTOR (THRU 3/23/23) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL SMITH | |||||||
| CHIEF OPERATING OFFICER | 50.00 | Yes (X) | $206,473 | $0 | $7,562 | ||
| BELINDA MARSHALL | |||||||
| CHIEF FINANCIAL OFFICER | 50.00 | Yes (X) | $172,036 | $0 | $30,262 | ||
| CHARLOTTE BEATTIE | |||||||
| CHIEF EXECUTIVE OFFICER (THRU 7/22) | 50.00 | Yes (X) | $134,713 | $0 | $4,680 | ||
| KIMBERLY ELENEZ | |||||||
| CHIEF EXECUTIVE OFFICER (BEGAN 7/22) | 50.00 | Yes (X) | $131,737 | $0 | $9,588 | ||
| MURPHEY SEARS | |||||||
| CHIEF DEV OFFICER (BEGAN 10/22) | 50.00 | Yes (X) | $24,898 | $0 | $4,546 | ||
| CAROLINE ROBBINS | |||||||
| HUMAN RESOURCES DIRECTOR | 50.00 | $104,857 | $0 | $4,601 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $774,714 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $61,239 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $44,048 | FederatedCampaignsAmt |
| Fundraising | $1,871,476 | FundraisingAmt |
| Government Grants | $1,167,530 | GovernmentGrantsAmt |
| All Other Contributions | $6,571,795 | AllOtherContributionsAmt |
| Noncash Contributions | $2,091,815 | NoncashContributionsAmt |
| Total Contributions | $9,654,849 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WISH ASSIST FEE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $12,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,000 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $252,248 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$371 | UnrelatedBusinessRevenueAmt |
| Exclusion | $252,619 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $764,261 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $701,815 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $62,446 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $62,446 | TotalRevenueColumnAmt |
| Exclusion | $62,446 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $955,358 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,871,476 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $955,408 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$50 | TotalRevenueColumnAmt |
| Exclusion | -$50 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $11,574 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,574 | TotalRevenueColumnAmt |
| Exclusion | $11,574 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,993,067 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$371 | UnrelatedBusinessRevenueAmt |
| Exclusion | $326,589 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,804,800 | TotalAmt |
| Program Services | $5,804,800 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $874,944 | TotalAmt |
| Program Services | $374,941 | ProgramServicesAmt |
| Management And General | $211,439 | ManagementAndGeneralAmt |
| Fundraising | $288,564 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,140,393 | TotalAmt |
| Program Services | $904,702 | ProgramServicesAmt |
| Management And General | $530,433 | ManagementAndGeneralAmt |
| Fundraising | $705,258 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,567 | TotalAmt |
| Program Services | $31,880 | ProgramServicesAmt |
| Management And General | $20,885 | ManagementAndGeneralAmt |
| Fundraising | $18,802 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,375 | TotalAmt |
| Program Services | $92,076 | ProgramServicesAmt |
| Management And General | $31,006 | ManagementAndGeneralAmt |
| Fundraising | $63,293 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $224,833 | TotalAmt |
| Program Services | $95,453 | ProgramServicesAmt |
| Management And General | $51,591 | ManagementAndGeneralAmt |
| Fundraising | $77,789 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385 | TotalAmt |
| Management And General | $385 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,821 | TotalAmt |
| Management And General | $111,821 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,619 | TotalAmt |
| Management And General | $18,619 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,644 | TotalAmt |
| Program Services | $24,522 | ProgramServicesAmt |
| Management And General | $39,228 | ManagementAndGeneralAmt |
| Fundraising | $135,894 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,929 | TotalAmt |
| Fundraising | $15,929 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,725 | TotalAmt |
| Program Services | $86,754 | ProgramServicesAmt |
| Management And General | $36,255 | ManagementAndGeneralAmt |
| Fundraising | $71,716 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,629 | TotalAmt |
| Program Services | $23,037 | ProgramServicesAmt |
| Management And General | $16,285 | ManagementAndGeneralAmt |
| Fundraising | $73,307 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $450,578 | TotalAmt |
| Program Services | $211,420 | ProgramServicesAmt |
| Management And General | $71,956 | ManagementAndGeneralAmt |
| Fundraising | $167,202 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,432 | TotalAmt |
| Program Services | $6,515 | ProgramServicesAmt |
| Management And General | $44,028 | ManagementAndGeneralAmt |
| Fundraising | $65,889 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,272 | TotalAmt |
| Program Services | $2,852 | ProgramServicesAmt |
| Management And General | $47,283 | ManagementAndGeneralAmt |
| Fundraising | $19,137 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,121 | TotalAmt |
| Program Services | $1,467 | ProgramServicesAmt |
| Management And General | $499 | ManagementAndGeneralAmt |
| Fundraising | $1,155 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,697 | TotalAmt |
| Program Services | $50,617 | ProgramServicesAmt |
| Management And General | $17,232 | ManagementAndGeneralAmt |
| Fundraising | $39,848 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232 | TotalAmt |
| Program Services | $109 | ProgramServicesAmt |
| Management And General | $37 | ManagementAndGeneralAmt |
| Fundraising | $86 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CHAPTER DUES | $843,262 | $590,283 | $118,057 | $134,922 |
| MERCHANT FEES | $62,781 | $62,781 | ||
| BAD DEBT EXPENSE | $23,633 | $23,633 | ||
| MEMBERSHIP DUES | $4,766 | $65 | $22 | $4,679 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,638,438 | TotalAmt |
| Program Services | $8,301,493 | ProgramServicesAmt |
| Management And General | $1,367,061 | ManagementAndGeneralAmt |
| Fundraising | $1,969,884 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,048,565 | BOYAmt |
| EOY | $6,262,505 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,942,680 | BOYAmt |
| EOY | $79,445 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,651,338 | BOYAmt |
| EOY | $902,057 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,083 | BOYAmt |
| EOY | $712,590 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,911 | BOYAmt |
| EOY | $37,184 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $362,056 | BOYAmt |
| EOY | $391,858 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $732,765 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $541,831 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,543 | BOYAmt |
| EOY | $190,934 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,542,654 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,450 | BOYAmt |
| EOY | $11,450 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $512,236 | BOYAmt |
| EOY | $1,852,464 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,038,862 | BOYAmt |
| EOY | $12,983,141 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $997,302 | BOYAmt |
| EOY | $754,444 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $98,000 | BOYAmt |
| EOY | $18,648 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $621,155 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,207 | BOYAmt |
| EOY | $1,525,125 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,843,664 | BOYAmt |
| EOY | $2,298,217 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,028,796 | BOYAmt |
| EOY | $7,205,266 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,166,402 | BOYAmt |
| EOY | $3,479,658 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,195,198 | BOYAmt |
| EOY | $10,684,924 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,038,862 | BOYAmt |
| EOY | $12,983,141 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,645,371 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $177,487 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | -$53,509 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $11,119 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,707,255 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,339,616 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,679,938 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,471,810 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,654,849 | CurrentTaxYearAmt |
| Total | $49,853,468 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,707,255 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,339,616 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,679,938 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,471,810 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,654,849 | CurrentTaxYearAmt |
| Total | $49,853,468 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,255,047 | SubstantialContributorsTotAmt |
| Public Support Total170 | $48,598,421 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,289 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,563 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,274 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,651 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $252,619 | CurrentTaxYearAmt |
| Total | $382,396 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $48,510 | CurrentTaxYearMinus2YearsAmt |
| Total | $48,510 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $737,912 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $227,590 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $252,641 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $582,193 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $966,932 | CurrentTaxYearAmt |
| Total | $2,767,268 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $53,051,642 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $41,250 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.91610 | PublicSupportCY170Pct |
| Public Support PY170 | 0.92270 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | GROSS FUNDRAISING REVENUE - 2018 AMOUNT: $ 724,273. 2019 AMOUNT: $ 225,515. 2020 AMOUNT: $ 252,284. 2021 AMOUNT: $ 528,217. 2022 AMOUNT: $ 955,358. GROSS GAMING REVENUE - 2018 AMOUNT: $ 12,400. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 6,292. 2022 AMOUNT: $ 11,574. GROSS INVENTORY SALES - 2018 AMOUNT: $ 75. 2019 AMOUNT: $ 2,007. 2020 AMOUNT: $ 302. 2021 AMOUNT: $ 190. 2022 AMOUNT: $ 0. OTHER REVENUE - 2018 AMOUNT: $ 1,164. 2019 AMOUNT: $ 68. 2020 AMOUNT: $ 55. 2021 AMOUNT: $ 47,494. 2022 AMOUNT: $ 0. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,316,080 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $306,019 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,622,099 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $2,316,080 | ContributionsAmt |
| End Year Balance | $2,316,080 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.87610 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12390 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,016 | OtherCostOrOtherBasisAmt |
| Book Value | $11,016 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $87,198 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,296 | DepreciationAmt |
| Book Value | $85,902 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $634,551 | OtherCostOrOtherBasisAmt |
| Depreciation | $540,535 | DepreciationAmt |
| Book Value | $94,016 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $190,934 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM NATIONAL | $332,175 |
| DUE FROM OTHERS | $12,690 |
| SECURITY DEPOSITS | $2,050 |
| BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS | $169,620 |
| RIGHT-OF-USE ASSETS- OPERATING | $1,328,504 |
| RIGHT-OF-USE ASSETS - FINANCING | $7,425 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,852,464 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO OTHER CHAPTERS | $167,579 |
| DUE TO NATIONAL | $6,446 |
| LEASE LIABILITIES - OPERATING | $1,343,318 |
| LEASE LIABILITIES - FINANCING | $7,782 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,525,125 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,173,488 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $177,487 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,010,384 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $11,119 | OtherRevenueAmt |
| Revenue Not Reported | $1,198,990 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,974,498 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $18,619 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$50 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $18,569 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,993,067 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,683,762 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,063,893 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $50 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,063,943 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,619,819 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $18,619 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $18,619 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,638,438 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE INTENDED USE OF THE ENDOWMENT FUND IS TO PROVIDE RESOURCES TO GRANT THE WISHES OF CHILDREN WITH CRITICAL ILLNESS. THE PRIOR YEAR COLUMNS (COLUMN (B) AND (C)) WERE UPDATED TO REFLECT THE ENDOWMENTS HELD BY THE CHAPTER AS AMOUNTS WERE INADVERTENTLY INCLUDED AS ENDOWMENTS. |
| PART X, LINE 2: | THE FOUNDATION IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME AND TEXAS TAXES UNDER THE PROVISIONS OF INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND SECTION 171.063 OF THE TEXAS TAX CODE. HOWEVER, THE FOUNDATION REMAINS SUBJECT TO INCOME TAXES ON ANY NET INCOME THAT IS DERIVED FROM A TRADE OR BUSINESS, REGULARLY CARRIED ON AND NOT IN FURTHERANCE OF THE PURPOSE FOR WHICH IT WAS GRANTED EXEMPTION. NO INCOME TAX PROVISION HAS BEEN RECORDED AS THE NET INCOME, IF ANY, FROM ANY UNRELATED TRADE OR BUSINESS, IN THE OPINION OF MANAGEMENT, IS NOT MATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. MANAGEMENT BELIEVES THAT NO UNCERTAIN TAX POSITIONS EXIST FOR THE FOUNDATION AT AUGUST 31, 2023 AND 2022. THE FOUNDATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION, AND APPLICABLE STATE JURISDICTIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 11,119. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES MOVED FROM THE FUNCTIONAL EXPENSE STATEMENT TO THE STATEMENT OF REVENUE -50. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES MOVED FROM THE FUNCTIONAL EXPENSE STATEMENT TO THE STATEMENT OF REVENUE 50. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WISH NIGHT DALLAS | Event1Nm |
| Gross Receipts Event1 | $1,624,187 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $998,311 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $625,876 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $1,202 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $272,756 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $1,831 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $95,363 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $254,724 | OtherDirectExpensesEvent1Amt |
| Event2 | WRANGLERS FOR WISHES | Event2Nm |
| Gross Receipts Event2 | $264,291 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $216,334 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $47,957 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $19,187 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $6,900 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $5,000 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $16,870 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 14 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $938,356 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $656,831 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $281,525 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $1,350 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $4,001 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $38,541 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $93,538 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $22,800 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $121,345 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,826,834 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,871,476 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $955,358 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $1,350 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $5,203 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $330,484 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $102,269 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $123,163 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $392,939 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $955,408 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$50 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | WISHES GRANTED | GrantTypeTxt |
| Recipient | 634 | RecipientCnt |
| Cash Grant | $735,118 | CashGrantAmt |
| Non Cash Assistance | $5,069,682 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | TRAVEL, M&E, AND SUPPLIES | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FOR EACH CHILD WHO MEETS ELIGIBILITY CRITERIA, A FILE IS ESTABLISHED IN ACCORDANCE WITH MAKE-A-WISH FOUNDATION PROCEDURES. THE CHILD IS INTERVIEWED BY THE WISH GRANTING STAFF TO UNDERSTAND THE CHILD'S WISH REQUEST. A WISH BUDGET IS CREATED BY WISH STAFF AND APPROVED BY WISH MANAGEMENT. WISH EXPENSES ARE GENERATED BY WISH FULFILLMENT STAFF AND REVIEWED AND APPROVED BY WISH MANAGEMENT TO ENSURE THAT COSTS ALIGN WITH THE WISH BUDGET. ONCE THE WISH HAS BEEN GRANTED AND ALL EXPENSES PAID, THE WISH FILE IS CLOSED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL SMITH | ||||||||||||||
| CHIEF OPERATING OFFICER | $154,463 | $0 | $52,010 | $0 | $0 | $0 | $7,562 | $0 | $0 | $0 | $214,035 | $0 | $0 | $0 |
| BELINDA MARSHALL | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $122,167 | $0 | $49,869 | $0 | $0 | $0 | $8,842 | $0 | $21,420 | $0 | $202,298 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | INCENTIVE PROGRAM FOR ALL CHAPTER STAFF, INCLUDING THE LISTED INDIVIDUALS, BASED ON KEY CHAPTER PERFORMANCE METRICS SUCH AS WISHES GRANTED, PROGRAM RATIO, AND MONTHS' LIQUIDITY. NO INCENTIVE PAYMENTS ARE PAID UNLESS REVENUES ARE SUFFICIENT TO OFFSET THE INCREMENTAL COST OF THE INCENTIVE PAYMENTS. METRICS FOR THE CEO'S INCENTIVE PAYOUT ARE APPROVED BY THE BOARD, AND METRICS FOR ALL OTHER STAFF ARE APPROVED BY THE CEO. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | WISH RELATED | 875 | $2,048,127 | FMV |
| Yes (X) | SPECIAL EVENTS | 470 | $34,962 | FMV |
| Yes (X) | OTHER | 4 | $8,726 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT IN COLUMN (B) REFERS TO THE NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A | IT IS THE FOUNDING PRINCIPLE OF OUR VISION TO GRANT THE WISH OF EVERY ELIGIBLE CHILD, BETWEEN THE AGES OF 2 1/2 AND 18. FOR WISH KIDS, JUST THE ACT OF MAKING THEIR WISH COME TRUE CAN GIVE THEM THE COURAGE TO COMPLY WITH THEIR MEDICAL TREATMENTS. WITH OUR WISH MAKING PROCESS, WE STRIVE TO BRING A SENSE OF EXCITEMENT AND HOPE DURING EXTREMELY DIFFICULT TIMES AND DELIVER A JOYFUL LIFE CHANGING EXPERIENCE WHETHER THE WISH IS A PRINCESS PARTY, SWIM WITH THE DOLPHINS, OR THE COUNTLESS OTHER POSSIBILITIES DREAMED UP BY THE MAGICAL MIND OF A CHILD. THE MAKE-A-WISH FOUNDATION OF NORTH TEXAS GRANTED 634 LIFE CHANGING WISHES IN THE FISCAL YEAR ENDING AUGUST 31, 2023. THE TOTAL COST OF WISHES GRANTED FOR THE FISCAL YEAR WAS $9,325,863. OF THIS AMOUNT, $1,024,370 WAS CONTRIBUTED BY VARIOUS VENDORS WHO PROVIDED IN-KIND CONTRIBUTIONS SUCH AS TRAVEL AND TRAVEL SERVICES, TRANSPORTATION, LODGING, AND OTHER SERVICES AND USE OF FACILITIES TO COMPLETE A CHILD'S WISH. FOR FINANCIAL STATEMENT PURPOSES, THESE AMOUNTS ARE INCLUDED AS CONTRIBUTION REVENUE AND GRANTED WISH EXPENSE. FOR FORM 990, HOWEVER, THE IRS REQUIRES THIS AMOUNT BE EXCLUDED FROM BOTH REVENUE AND EXPENSE. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE FOUNDATION DOES NOT HAVE ANY COMMITTEES THAT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FOUNDATION WORKED CLOSELY WITH AN INDEPENDENT PUBLIC ACCOUNTING FIRM ENGAGED TO PREPARE THE FORM 990. THE DRAFT FORM 990 PREPARED BY THE ACCOUNTING FIRM WAS REVIEWED BY THE FOUNDATION'S CFO. THE RETURN WAS THEN PRESENTED TO THE FINANCE COMMITTEE FOR THEIR REVIEW. A COPY OF THE FORM 990 WAS PROVIDED TO ALL VOTING MEMBERS OF THE BOARD PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION MAINTAINS A CONFLICT OF INTEREST AND ETHICS STATEMENT AS PROVIDED BY THE MAKE-A-WISH FOUNDATION OF AMERICA FOR EACH OFFICER, EMPLOYEE, BOARD MEMBER, AND VOLUNTEER. SUCH STATEMENTS MUST BE SIGNED UPON DATE OF HIRE, ELECTION OR COMMENCEMENT OF VOLUNTEER SERVICE, AND AT LEAST ANNUALLY THEREAFTER. THE SIGNED STATEMENTS ARE THEN SUBMITTED TO AND REVIEWED BY THE DIRECTOR OF VOLUNTEER SERVICES IF THEY ARE FROM VOLUNTEERS, AND THE PRESIDENT & CEO IF THEY ARE FROM STAFF AND BOARD MEMBERS. REVIEW OF THE STATEMENTS IS MONITORED BY THE PRESIDENT & CEO. THE PROCEDURES FOR ADDRESSING ANY CONFLICTS OF INTEREST OF WHICH THE PRESIDENT & CEO BECOMES AWARE INCLUDE BUT ARE NOT LIMITED TO THE FOLLOWING (1) DETERMINING THE NATURE OF THE CONFLICT VIA VERBAL OR WRITTEN COMMUNICATION WITH THE INTERESTED PERSON, (2) FULLY DISCLOSING CONFLICTING INTERESTS TO THE BOARD, (3) THE CONFLICTED PERSON RECUSES HIMSELF/HERSELF FROM DELIBERATIONS AND DECISIONS REGARDING THE TRANSACTION, AND (4) TAKING APPROPRIATE ACTIONS WARRANTED BY THE CONFLICT AS RECOMMENDED BY THE BOARD UP TO AND INCLUDING TERMINATION OF SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 15 | FOR 2022, THE PRESIDENT/CEO'S TOTAL COMPENSATION WAS DETERMINED BY THE BOARD OF DIRECTORS, CONSISTING OF INDEPENDENT PERSONS. IT WAS REVIEWED AGAINST NATIONAL BENCHMARKING SALARY STUDIES, SURVEYS DONE EVERY FEW YEARS BY MAKE-A-WISH FOUNDATION OF AMERICA, AND LOCAL SALARY SURVEYS CONDUCTED BY INDEPENDENT ORGANIZATIONS. THE BOARD'S DISCUSSIONS WERE CONTEMPORANEOUSLY DOCUMENTED. DOCUMENTATION INCLUDED THE TERMS OF THE COMPENSATION ARRANGEMENT AND DATE IT WAS APPROVED, THE MEMBERS PRESENT DURING DELIBERATIONS AND THOSE WHO VOTED ON IT, AND THE COMPARABILITY DATA RELIED UPON AND HOW IT WAS OBTAINED. THE SAME PROCESS LISTED ABOVE IS USED FOR OTHER OFFICERS AND STAFF MEMBERS, USING THE SAME INSTRUMENTS. SALARIES FOR STAFF OTHER THAN THE PRESIDENT/CEO ARE DECIDED BY THE PRESIDENT/CEO IN CONSULTATION WITH THE APPROPRIATE SENIOR LEADERSHIP TEAM MEMBER, WITHIN LIMITS SET BY THE BOARD-APPROVED BUDGET. ALL SALARY INCREASES ARE BASED ON METRICS FROM PERFORMANCE REVIEWS AND APPROVED SALARY RANGES FOR EACH POSITION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 11,119. |
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