MAKE-A-WISH FOUNDATION OF MASSACHUSETTS AND RHODE ISLAND INC: Form 990, tax year 2022
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- Organization
- MAKE-A-WISH FOUNDATION OF MASSACHUSETTS AND RHODE ISLAND INC (EIN 22-2867371)
- Tax period
- 2022-09-01 to 2023-08-31
- Filed
- 2024-07-10
- IRS object ID
- 202431929349300543
- 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 | 2024-07-10T13:04:13-05:00 | 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 | 222867371 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAKE-A-WISH FOUNDATION OF MASSACHUSETTS | BusinessNameLine1Txt |
| Business Name Line2 | AND RHODE ISLAND INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAKE | BusinessNameControlTxt |
| Phone | 6173679474 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 133 FEDERAL STREET 2ND FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021101703 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEAN HOLLERAN | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 6173679474 | PhoneNum |
| Signature | 2024-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SEAN | PersonFirstNm |
| Person Last | HOLLERAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA HANGSLEBEN | PreparerPersonNm |
| PTIN | P02087031 | PTIN |
| Phone | 6022662248 | PhoneNum |
| Preparation | 2024-07-07 | 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 | SEAN HOLLERAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 133 FEDERAL STREET 2ND FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021101703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,514,753 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | MASSRI.WISH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | CREATES LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 37 | TotalEmployeeCnt |
| Total Volunteers | 558 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,916,883 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,615,428 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,300 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,650 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,080 | CYInvestmentIncomeAmt |
| PY Other Revenue | $19,554 | PYOtherRevenueAmt |
| CY Other Revenue | $41,556 | CYOtherRevenueAmt |
| PY Total Revenue | $7,939,737 | PYTotalRevenueAmt |
| CY Total Revenue | $6,670,714 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,818,569 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,620,167 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,132,006 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,414,826 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,070,152 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,573,246 | PYOtherExpensesAmt |
| CY Other Expenses | $1,899,536 | CYOtherExpensesAmt |
| PY Total Expenses | $7,523,821 | PYTotalExpensesAmt |
| CY Total Expenses | $9,934,529 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $415,916 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,263,815 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,858,542 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,068,572 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $822,019 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,270,171 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,036,523 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,798,401 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TOGETHER, WE CREATE LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,044,634 | ExpenseAmt |
| Grant | $4,620,167 | GrantAmt |
| Revenue | $4,650 | RevenueAmt |
| Desc | SEE SCHEDULE O. | Desc |
| Total Program Service Expenses | $7,044,634 | 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 | Yes (1) | 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 | Yes (1) | 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 | 39 | IRPDocumentCnt |
| IRP Document W2 G | 1 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 37 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 | Yes (1) | 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 | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | 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 | SEAN HOLLERAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6173679474 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 133 FEDERAL STREET 2ND FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021101703 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| SEAN HOLLERAN | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | $278,600 | $0 | $22,563 | ||
| GEORGE DEVENEY | |||||||
| CHIEF ADVANCEMENT OFFICER | 40.00 | $207,498 | $0 | $20,795 | Yes (X) | ||
| KARA WALKER | |||||||
| VP OF MARKETING AND COMMUNICATIONS | 40.00 | $159,399 | $0 | $16,172 | Yes (X) | ||
| AMY CARROLL | |||||||
| VP OF MISSION DELIVERY | 40.00 | $136,588 | $0 | $16,257 | Yes (X) | ||
| NICOLE MURPHY | |||||||
| EASTERN MA REGIONAL DIRECTOR | 40.00 | $121,829 | $0 | $7,967 | Yes (X) | ||
| JULIE ABEL | |||||||
| DIRECTOR OF OUTREACH PROGRAM | 40.00 | $113,093 | $0 | $15,303 | Yes (X) | ||
| ALFRED ROSE | |||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| TIMOTHY GRADY | |||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BILL MURPHY | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| SIOBHAN MEE | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| SALVATORE VISCOMI MD | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| ROBERT LEWIS JR | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| PHILIP T GLYNN MD | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| LINDA DORCENA FORRY | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| LEN HO | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| TY HOWTON | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| WILLIAM LOEHNING | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| JOSEPH PERRONI | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| JOHN WALSH | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| ELAINE KEENE | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| CHERYL WILKINSON | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| AMANDA EISEL | |||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,017,007 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $99,057 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | 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 |
| Fundraising | $1,614,600 | FundraisingAmt |
| All Other Contributions | $5,000,828 | AllOtherContributionsAmt |
| Noncash Contributions | $1,574,608 | NoncashContributionsAmt |
| Total Contributions | $6,615,428 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WISH ASSIST FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,650 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,650 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,650 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,080 | TotalRevenueColumnAmt |
| Exclusion | $9,080 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $844,039 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,614,600 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $841,412 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,627 | TotalRevenueColumnAmt |
| Exclusion | $2,627 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $26,029 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $2,627 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,402 | TotalRevenueColumnAmt |
| Exclusion | $23,402 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $15,527 | TotalRevenueColumnAmt |
| Exclusion | $15,527 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $15,527 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,670,714 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,650 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $50,636 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,620,167 | TotalAmt |
| Program Services | $4,620,167 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,591 | TotalAmt |
| Program Services | $69,430 | ProgramServicesAmt |
| Management And General | $217,758 | ManagementAndGeneralAmt |
| Fundraising | $28,403 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,579,064 | TotalAmt |
| Program Services | $1,225,020 | ProgramServicesAmt |
| Management And General | $885,703 | ManagementAndGeneralAmt |
| Fundraising | $468,341 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,321 | TotalAmt |
| Program Services | $42,933 | ProgramServicesAmt |
| Management And General | $36,638 | ManagementAndGeneralAmt |
| Fundraising | $18,750 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,296 | TotalAmt |
| Program Services | $95,067 | ProgramServicesAmt |
| Management And General | $72,227 | ManagementAndGeneralAmt |
| Fundraising | $31,002 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,554 | TotalAmt |
| Program Services | $102,025 | ProgramServicesAmt |
| Management And General | $81,155 | ManagementAndGeneralAmt |
| Fundraising | $40,374 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,530 | TotalAmt |
| Management And General | $5,530 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,415 | TotalAmt |
| Program Services | $12,547 | ProgramServicesAmt |
| Management And General | $48,057 | ManagementAndGeneralAmt |
| Fundraising | $12,811 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,854 | TotalAmt |
| Program Services | $2,302 | ProgramServicesAmt |
| Management And General | $1,434 | ManagementAndGeneralAmt |
| Fundraising | $12,118 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,439 | TotalAmt |
| Program Services | $40,063 | ProgramServicesAmt |
| Management And General | $69,885 | ManagementAndGeneralAmt |
| Fundraising | $44,491 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,801 | TotalAmt |
| Program Services | $10,429 | ProgramServicesAmt |
| Management And General | $12,273 | ManagementAndGeneralAmt |
| Fundraising | $5,099 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $493,555 | TotalAmt |
| Program Services | $222,100 | ProgramServicesAmt |
| Management And General | $162,873 | ManagementAndGeneralAmt |
| Fundraising | $108,582 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,392 | TotalAmt |
| Program Services | $1,159 | ProgramServicesAmt |
| Management And General | $18,220 | ManagementAndGeneralAmt |
| Fundraising | $3,013 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,643 | TotalAmt |
| Program Services | $1,308 | ProgramServicesAmt |
| Management And General | $40,700 | ManagementAndGeneralAmt |
| Fundraising | $143,635 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $643,693 | TotalAmt |
| Program Services | $450,585 | ProgramServicesAmt |
| Management And General | $90,117 | ManagementAndGeneralAmt |
| Fundraising | $102,991 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,132 | TotalAmt |
| Program Services | $55,828 | ProgramServicesAmt |
| Management And General | $40,974 | ManagementAndGeneralAmt |
| Fundraising | $27,330 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $85,988 | $67,923 | $9,586 | $8,479 |
| MERCHANT FEES | $38,968 | $17,536 | $12,859 | $8,573 |
| REPAIRS AND MAINTENANCE | $18,903 | $7,754 | $5,213 | $5,936 |
| RELOCATION | $9,223 | $458 | $8,541 | $224 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,934,529 | TotalAmt |
| Program Services | $7,044,634 | ProgramServicesAmt |
| Management And General | $1,819,743 | ManagementAndGeneralAmt |
| Fundraising | $1,070,152 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,833,386 | BOYAmt |
| EOY | $1,267,512 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $626,490 | BOYAmt |
| EOY | $562,193 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,562 | BOYAmt |
| EOY | $3,354 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,255 | BOYAmt |
| EOY | $31,627 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,040 | BOYAmt |
| EOY | $210,161 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,146,067 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $527,018 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $625,189 | BOYAmt |
| EOY | $619,049 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,527,939 | BOYAmt |
| EOY | $12,953,920 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,681 | BOYAmt |
| EOY | $2,420,756 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,858,542 | BOYAmt |
| EOY | $18,068,572 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $471,046 | BOYAmt |
| EOY | $516,256 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $203,545 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350,973 | BOYAmt |
| EOY | $2,550,370 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $822,019 | BOYAmt |
| EOY | $3,270,171 | 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 | $16,075,726 | BOYAmt |
| EOY | $13,849,996 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $960,797 | BOYAmt |
| EOY | $948,405 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,036,523 | BOYAmt |
| EOY | $14,798,401 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,858,542 | BOYAmt |
| EOY | $18,068,572 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,263,815 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,007,070 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $18,623 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | 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 | $8,107,540 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,757,870 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,841,915 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,916,883 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,615,428 | CurrentTaxYearAmt |
| Total | $34,239,636 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,107,540 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,757,870 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,841,915 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,916,883 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,615,428 | CurrentTaxYearAmt |
| Total | $34,239,636 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $172,306 | SubstantialContributorsTotAmt |
| Public Support Total170 | $34,067,330 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $385,248 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $240,218 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year | $9,080 | CurrentTaxYearAmt |
| Total | $634,546 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $576,083 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $132,476 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $333,579 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $635,653 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $885,595 | CurrentTaxYearAmt |
| Total | $2,563,386 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $37,437,568 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $27,275 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.91000 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91160 | 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: $ 562,166. 2019 AMOUNT: $ 127,773. 2020 AMOUNT: $ 323,887. 2021 AMOUNT: $ 616,100. 2022 AMOUNT: $ 844,039. OTHER REVENUE - 2018 AMOUNT: $ 13,917. 2019 AMOUNT: $ 4,703. 2020 AMOUNT: $ 9,692. 2021 AMOUNT: $ 19,553. 2022 AMOUNT: $ 15,527. GROSS GAMING REVENUE - 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 26,029. | 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 | $8,941,287 | BeginningYearBalanceAmt |
| Contributions | $528,772 | ContributionsAmt |
| Investment Earnings Or Losses | $1,007,070 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,042,229 | OtherExpendituresAmt |
| End Year Balance | $9,434,900 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,217,298 | BeginningYearBalanceAmt |
| Contributions | $572,648 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,707,472 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,100,363 | OtherExpendituresAmt |
| Administrative Expenses | $40,824 | AdministrativeExpensesAmt |
| End Year Balance | $8,941,287 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,255,484 | BeginningYearBalanceAmt |
| Contributions | $258,175 | ContributionsAmt |
| Investment Earnings Or Losses | $2,608,724 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $864,271 | OtherExpendituresAmt |
| Administrative Expenses | $40,814 | AdministrativeExpensesAmt |
| End Year Balance | $11,217,298 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,308,651 | BeginningYearBalanceAmt |
| Contributions | $615,451 | ContributionsAmt |
| Investment Earnings Or Losses | $1,459,620 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,087,516 | OtherExpendituresAmt |
| Administrative Expenses | $40,722 | AdministrativeExpensesAmt |
| End Year Balance | $9,255,484 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,428,508 | BeginningYearBalanceAmt |
| Contributions | $714,126 | ContributionsAmt |
| Investment Earnings Or Losses | $167,852 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $958,084 | OtherExpendituresAmt |
| Administrative Expenses | $43,751 | AdministrativeExpensesAmt |
| End Year Balance | $8,308,651 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.85000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.01000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.14000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,350 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,828 | DepreciationAmt |
| Book Value | $5,522 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,038,460 | OtherCostOrOtherBasisAmt |
| Depreciation | $451,002 | DepreciationAmt |
| Book Value | $587,458 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $97,257 | OtherCostOrOtherBasisAmt |
| Depreciation | $71,188 | DepreciationAmt |
| Book Value | $26,069 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $619,049 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FIDELITY LEGACY LP | Desc |
| Book Value | $12,953,920 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $12,953,920 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM NATIONAL | $147,601 |
| DUE FROM OTHER CHAPTERS | $28,899 |
| RIGHT-OF-USE ASSETS - OPERATING | $2,225,345 |
| SECURITY DEPOSITS | $18,911 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,420,756 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO OTHER CHAPTERS | $161,318 |
| DUE TO NATIONAL | $6,148 |
| LEASE LIABILITY - OPERATING | $2,382,904 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,550,370 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,733,855 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,007,070 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,056,071 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $2,063,141 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,670,714 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,670,714 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,971,977 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,037,448 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $1,037,448 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,934,529 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,934,529 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION'S ENDOWMENT CONSISTS OF SEVERAL INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE FOUNDATION HAS INTERPRETED THE MASSACHUSETTS UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UPMIFA) AS REQUIRING THE PRESERVATION OF THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE OF THE DONOR-RESTRICTED ENDOWMENT FUNDS ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. AS A RESULT OF THIS INTERPRETATION THE FOUNDATION CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS (A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO PERMANENT ENDOWMENT, (C) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. THE REMAINING PORTION OF THE DONOR-RESTRICTED ENDOWMENT FUNDS THAT IS NOT CLASSIFIED IN PERMANENTLY RESTRICTED NET ASSETS IS CLASSIFIED AS TEMPORARILY RESTRICTED NET ASSETS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY THE FOUNDATION IN A MANNER CONSISTENT WITH THE STANDARD OF PRUDENCE PRESCRIBED BY UPMIFA. |
| PART X, LINE 2: | THE FOUNDATION IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND STATE INCOME TAXES OF THE MASSACHUSETTS DEPARTMENT OF REVENUE TAXATION CODE AND STATE OF RHODE ISLAND DIVISION OF TAXATION. 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. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $1,359,023 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $870,200 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $488,823 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $2,697 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $37,750 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $187,976 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $15,286 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $245,114 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF TOURNAMENTS | Event2Nm |
| Gross Receipts Event2 | $553,180 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $372,655 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $180,525 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $5,547 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $70,505 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $51,224 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $2,500 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $50,749 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $546,436 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $371,745 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $174,691 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $252 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $14,775 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $64,155 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $42,100 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $50,782 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,458,639 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,614,600 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $844,039 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $8,496 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $123,030 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $303,355 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $59,886 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $346,645 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $841,412 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $2,627 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $26,029 | GrossRevenueOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $2,627 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (1) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 0.50000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $26,029 | GrossRevenueTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $2,627 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $2,627 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $23,402 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | MA | StatesWhereGamingConductedCd |
| States Where Gaming Conducted | RI | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | 0 | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Own Facility | 0.00000 | GamingOwnFacilityPct |
| Gaming Other Facility | 1.00000 | GamingOtherFacilityPct |
| Individual With Books | TRAVIS O'DELL | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 133 FEDERAL ST 2ND FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | GEORGE DEVENEY | GamingManagerPersonNm |
| Gaming Manager Compensation | $0 | GamingManagerCompensationAmt |
| Gaming Manager Services Prov | MANAGE EVENT | GamingManagerServicesProvTxt |
| Gaming Manager Is Employee | Yes (X) | GamingManagerIsEmployeeInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
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 | 403 | RecipientCnt |
| Cash Grant | $635,514 | CashGrantAmt |
| Non Cash Assistance | $3,984,653 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | TRAVEL, M&E, SUPPLIES | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MAKE-A-WISH FOUNDATION OF MASSACHUSETTS AND RHODE ISLAND, INC. GRANTS WISHES TO SELECTED BENEFICIARIES THAT MEET THE SPECIFIC CRITERIA FOR THE WISH GRANTING PROGRAM. THE ORGANIZATION GENERALLY REMITS FUNDS DIRECTLY TO THE VENDORS FOR THE WISH EXPENSES, WITH THE EXCEPTION OF TRAVEL STIPENDS (I.E. MEALS, TIPS, GAS, ETC.) FROM A STANDARDIZED BUDGET. ALL WISH EXPENSES ARE REVIEWED AND APPROVED BY THE VP OF MISSION DELIVERY OR CEO. THE SUPPORTING WISH EXPENSE DOCUMENTATION (I.E. INVOICES AND STATEMENTS) IS RETAINED BY THE ORGANIZATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SEAN HOLLERAN | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $248,600 | $0 | $30,000 | $0 | $0 | $0 | $12,500 | $0 | $10,063 | $0 | $301,163 | $0 | $0 | $0 |
| GEORGE DEVENEY | ||||||||||||||
| CHIEF ADVANCEMENT OFFICER | $197,498 | $0 | $10,000 | $0 | $0 | $0 | $9,947 | $0 | $10,848 | $0 | $228,293 | $0 | $0 | $0 |
| KARA WALKER | ||||||||||||||
| VP OF MARKETING AND COMMUNICATIONS | $149,399 | $0 | $10,000 | $0 | $0 | $0 | $5,128 | $0 | $11,044 | $0 | $175,571 | $0 | $0 | $0 |
| AMY CARROLL | ||||||||||||||
| VP OF MISSION DELIVERY | $126,588 | $0 | $10,000 | $0 | $0 | $0 | $6,333 | $0 | $9,924 | $0 | $152,845 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | BONUSES GIVEN ARE BASED ON COMPENSATION DATA AND RESEARCH, AS WELL AS ON INDIVIDUAL PERFORMANCE; CEO BONUSES ARE AT THE DISCRETION OF THE BOARD; ALL OTHER BONUSES ARE GIVEN WITH AUTHORITY FROM THE BOARD. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | GIFTS/ENTERTAINMENT/PARK | 253 | $1,205,917 | FMV |
| Yes (X) | OFFICE FURNITURE | 1 | $116,850 | FMV |
| Yes (X) | THEME PARK/EVENT TICKETS | 79 | $105,876 | FMV |
| Yes (X) | OTHER | 307 | $81,361 | FMV |
| Yes (X) | CONSTRUCTION | 49 | $64,604 | 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 | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE AMOUNT IN COLUMN (B) REFERS TO THE NUMBER OF CONTRIBUTIONS RECEIVED. |
| PART I, LINE 32B: | THE ORGANIZATION HIRED AN OUTSIDE AUCTIONEER TO AUCTION OFF ITEMS AT WINE AND WISHES, GALA AND GOLF TOURNAMENT. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A | THE FOUNDATION GRANTED 403 WISHES TO CHILDREN WITH CRITICAL ILLNESSES THROUGHOUT MASSACHUSETTS AND RHODE ISLAND. THE WISHES FOR THE CURRENT YEAR WERE AS FOLLOWS: - 205 WISHES - DISNEY DESTINATION, - 92 WISHES - TRAVEL (HAWAII, OTHER), - 20 WISHES - CELEBRITY/SPORTING EVENT, - 20 WISHES - SHOPPING SPREE, - 11 WISHES - ROOM REDECORATION, - 7 WISHES - ANIMAL, - 7 WISHES - COMPUTER, - 41 WISHES - OTHER, EDUCATION, ELECTRONICS, PHILANTHROPIC, I WISH TO BE, CONSTRUCTION, MUSICAL INSTRUMENT, PLAYHOUSE, SPA/HOT TUB, MOTORIZED VEHICLE, PARTY, SPORTING EQUIPMENT, SWIMMING POOL, TRAILER/CAMPER. THE TOTAL GOAL OF OUR PROGRAM IS TO BRING HOPE, STRENGTH, AND JOY INTO THE LIVES OF THESE CHILDREN AND THEIR FAMILIES THROUGH THE WISH PROCESS. TOTAL WISH GRANTING EXPENSE FOR THE FISCAL YEAR WAS $5,577,348. OF THIS AMOUNT, $957,181 WAS CONTRIBUTED BY VARIOUS VENDORS WHO PROVIDED IN-KIND CONTRIBUTIONS SUCH AS 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 THAT THE $957,181 OF CONTRIBUTED SERVICES AND USE OF FACILITIES BE EXCLUDED FROM BOTH REVENUE AND EXPENSE. |
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE SHALL EXIST WITH UP TO SEVEN (7) DIRECTORS, AT LEAST ONE OF WHOM SHALL NOT BE AN OFFICER, TO EXERCISE THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE CORPORATION, PROVIDED, HOWEVER, THAT THE EXECUTIVE COMMITTEE SHALL HAVE NO AUTHORITY TO DISPOSE OF CORPORATE PROPERTY, TO AMEND THESE BY-LAWS, TO ELECT OR REMOVE ANY DIRECTOR, OR TO ELECT OFFICERS, OR TO AUTHORIZE THE EXPENDITURE OF CORPORATE MONIES NOT CONTEMPLATED BY A BUDGET PREVIOUSLY APPROVED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF DIRECTORS HAS DELEGATED THE REVIEW OF THE FORM 990 TO THE AUDIT COMMITTEE. THE ORGANIZATION'S FINANCE STAFF WORKS CLOSELY WITH THE OUTSIDE ACCOUNTING FIRM IT ENGAGES TO REVIEW THE RETURN, AND THE FINAL DRAFT OF THE FORM 990 IS REVIEWED BY THE CEO BEFORE SUBMITTING TO THE AUDIT COMMITTEE. IN ADDITION TO CONSULTING WITH THE FINANCE STAFF, THE AUDIT COMMITTEE ALSO REVIEWS AND DISCUSSES THE FINAL RETURN WITH THE CEO, FINANCE STAFF, AND OUTSIDE ACCOUNTING FIRM AS PART OF ITS REVIEW OF THE DRAFT RETURN. THE ENTIRE BOARD RECEIVES A COPY OF THE RETURN PRIOR TO FILING. THE CEO ADVISES THE BOARD OF DIRECTORS THAT THE RETURN HAS BEEN REVIEWED AND IS READY TO BE FILED. |
| 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 VOLUNTEER MANAGER IF THEY ARE FROM VOLUNTEERS, AND THE PRESIDENT/CEO IF FROM STAFF AND BOARD MEMBERS. REVIEW OF THE STATEMENTS IS MONITORED BY THE PRESIDENT/CEO. THE PROCEDURES FOR ADDRESSING ANY CONFLICT OF INTEREST OF WHICH THE PRESIDENT/CEO BECOMES AWARE INCLUDES, 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 | THE BOARD EXECUTIVE COMMITTEE CONDUCTS AN EVALUTION OF THE CEO'S PERFORMANCE. IN ADDITION, THE EXECUTIVE COMMITTEE CONDUCTS A SURVEY OF THE COMPENSATION OF EXECUTIVES AT COMPARABLY SIZED NON-PROFITS IN THE AREA AS WELL AS IN THE MAKE-A-WISH NETWORK. THE EXECUTIVE COMMITTEE REVIEWS THE CEO'S PERFORMANCE AND DISCUSSES THE RESULTS OF THE COMPENSATION SURVEYS. THEY SHARE THE PERFORMANCE REVIEW WITH THE BOARD OF DIRECTORS AND PRESENT A RECOMMENDATION TO THE BOARD OF DIRECTORS OF ANY COMPENSATION CHANGES. THE BOARD OF DIRECTORS DISCUSSES THE PERFORMANCE EVALUTION AND VOTES TO APPROVE THE EVALUTION AND COMPENSATION OF THE CHIEF EXECUTIVE OFFICER. THE COMMITTEE'S WRITTEN RECORDS INCLUDE (1) THE TERMS OF THE SALARY INCREASE WITH THE PERSON (INCLUDING THE DATE THE ARRANGEMENT WAS APPROVED), (2) A LIST OF MEMBERS PRESENT DURING THE DISCUSSION ON THE TRANSACTION (AND HOW THE MEMBERS VOTED WHEN IT WAS APPROVED), AND (3) A DESCRIPTION OF THE COMPARABLE DATA RELIED ON BY THE COMMITTEE. KEY DELIBERATIONS OF THE COMMITTEE ARE ALSO DOCUMENTED IN MINUTES WHICH WERE APPROVED. FOR OTHER EMPLOYEES, THE CEO RECOMMENDS THE COMPENSATION POOL AND THE BOARD APPROVES IT DURING THE BUDGET PROCESS BEFORE THE START OF THE FISCAL YEAR. THE CEO USES THIS INFORMATION AS WELL AS INFORMATION ASCERTAINED FROM A SURVEY OF THE COMPENSATION OF KEY EMPLOYEES AT COMPARABLY SIZED NON-PROFIT ORGANIZATIONS TO DETERMINE THE APPROPRIATE RANGE FOR EACH KEY POSITION. DETERMINATION OF ANY COMPENSATION INCREASE IS BASED ON INFORMATION GAINED FROM THE SURVEY, THE PRE-DETERMINED BUDGET, AS WELL AS PERFORMANCE OF THE EMPLOYEE. THESE PROCESSES LAST TOOK PLACE IN 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST AND ON THE ORGANIZATION'S WEBSITE. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE ALSO AVAILABLE UPON REQUEST WITH INSPECTION AT AN OFFICE OF THE ORGANIZATION. IN ADDITION, THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE MASSACHUSETTS ATTORNEY GENERAL'S OFFICE. |
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