MAKE-A-WISH FOUNDATION OF WISCONSIN INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MAKE-A-WISH FOUNDATION OF WISCONSIN INC (EIN 39-1543541)
- Tax period
- 2020-09-01 to 2021-08-31
- Filed
- 2022-06-24
- IRS object ID
- 202221759349300637
- Schema version
- 2020v4.2
- 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 | 2022-06-24T14:47:54-05:00 | ReturnTs |
| Tax Period End | 2021-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO JERICHO PLAZA | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391543541 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAKE-A-WISH FOUNDATION OF WISCONSIN | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAKE | BusinessNameControlTxt |
| Phone | 2627814445 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11020 W PLANK COURT STE 200 | AddressLine1Txt |
| City | WAUWATOSA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53226 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATTI GORSKY POLLACK | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2627814445 | PhoneNum |
| Signature | 2022-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PATTI | PersonFirstNm |
| Person Last | GORSKY POLLACK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINE KAWECKI | PreparerPersonNm |
| PTIN | P00743140 | PTIN |
| Phone | 5169187000 | PhoneNum |
| Preparation | 2022-06-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PATTI GORSKY POLLACK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11020 W PLANK COURT STE 200 | AddressLine1Txt |
| City | WAUWATOSA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,761,917 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WISCONSIN.WISH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TOGETHER, WE CREATE LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 27 | TotalEmployeeCnt |
| Total Volunteers | 550 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,871,982 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,659,447 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,450 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $800 | CYProgramServiceRevenueAmt |
| PY Investment Income | $331,275 | PYInvestmentIncomeAmt |
| CY Investment Income | $683,927 | CYInvestmentIncomeAmt |
| PY Other Revenue | $66,095 | PYOtherRevenueAmt |
| CY Other Revenue | -$21,229 | CYOtherRevenueAmt |
| PY Total Revenue | $6,275,802 | PYTotalRevenueAmt |
| CY Total Revenue | $8,322,945 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,854,878 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,554,351 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,925,644 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,156,051 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $779 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,215,682 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,119,738 | PYOtherExpensesAmt |
| CY Other Expenses | $1,148,384 | CYOtherExpensesAmt |
| PY Total Expenses | $5,900,260 | PYTotalExpensesAmt |
| CY Total Expenses | $5,859,565 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $375,542 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,463,380 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,824,378 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,875,834 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,100,842 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,229,873 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,723,536 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,645,961 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TOGETHER, WE CREATE LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,722,838 | ExpenseAmt |
| Grant | $2,554,351 | GrantAmt |
| Revenue | $800 | RevenueAmt |
| Desc | THE MAKE-A-WISH FOUNDATION OF WISCONSIN CREATES LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES. THE FOUNDATION GRANTED A TOTAL OF 244 TO CHILDREN DURING THE FISCAL YEAR ENDING 8/31/21. THE TOTAL COST OF WISHES GRANTED FOR THE FISCAL YEAR WAS $2,164,560. OF THIS AMOUNT, $110,209 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 THAT THE $110,209 OF CONTRIBUTED SERVICES AND USE OF FACILITIES BE EXCLUDED FROM BOTH REVENUE AND EXPENSE. | Desc |
| Total Program Service Expenses | $3,722,838 | 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 | 0 | 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 | Yes (1) | 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 | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 27 | 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 | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WI | 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 | PATTI GORSKY POLLACK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2627814445 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11020 W PLANK CT SUITE 200 | AddressLine1Txt |
| City | WAUWATOSA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53226 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| ANTHONY SIKORSKI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BLAISE BEAULIER | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BRIAN DRANZIK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CATHY DWORAK | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CHRIS MCINTOSH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| COLLEEN VALKOUN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CRAIG FAUST | ||||||
| FUNDRAISING CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAVE DEAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN HERBERS | ||||||
| LEGAL CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JONA MANCUSO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH IMHOFF | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KATINA SHAW | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LUIS ARROYO | ||||||
| BOARD CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LYNDA PATTERSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY STRAKA | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL DONOHUE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PETER DUBACK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD THOMPSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHANNON KOBYLARCZYK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHERRI MOWERY PERRIGO | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN STARK | ||||||
| WISH GRANTING CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PATTI GORSKY POLLACK | ||||||
| PRESIDENT & CEO | 40.00 | $194,771 | $0 | $23,479 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $194,771 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $23,479 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | 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 | $1,697,229 | FundraisingAmt |
| Government Grants | $365,537 | GovernmentGrantsAmt |
| All Other Contributions | $5,596,681 | AllOtherContributionsAmt |
| Noncash Contributions | $630,553 | NoncashContributionsAmt |
| Total Contributions | $7,659,447 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WISH ASSIST FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $800 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $800 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $800 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $306,377 | TotalRevenueColumnAmt |
| Exclusion | $306,377 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,301,847 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $924,297 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $377,550 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $377,550 | TotalRevenueColumnAmt |
| Exclusion | $377,550 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $450,326 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,697,229 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $506,242 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$55,916 | TotalRevenueColumnAmt |
| Exclusion | -$55,916 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $43,120 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $8,433 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,687 | TotalRevenueColumnAmt |
| Exclusion | $34,687 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,322,945 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $800 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $662,698 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $500,000 | TotalAmt |
| Program Services | $500,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,054,351 | TotalAmt |
| Program Services | $2,054,351 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,004 | TotalAmt |
| Program Services | $79,149 | ProgramServicesAmt |
| Management And General | $71,937 | ManagementAndGeneralAmt |
| Fundraising | $104,918 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,393,549 | TotalAmt |
| Program Services | $437,018 | ProgramServicesAmt |
| Management And General | $392,470 | ManagementAndGeneralAmt |
| Fundraising | $564,061 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,981 | TotalAmt |
| Program Services | $58,119 | ProgramServicesAmt |
| Management And General | $52,822 | ManagementAndGeneralAmt |
| Fundraising | $77,040 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,445 | TotalAmt |
| Program Services | $55,323 | ProgramServicesAmt |
| Management And General | $51,740 | ManagementAndGeneralAmt |
| Fundraising | $91,382 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,072 | TotalAmt |
| Program Services | $36,982 | ProgramServicesAmt |
| Management And General | $36,878 | ManagementAndGeneralAmt |
| Fundraising | $46,212 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,121 | TotalAmt |
| Program Services | $6,167 | ProgramServicesAmt |
| Management And General | $3,038 | ManagementAndGeneralAmt |
| Fundraising | $5,916 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,855 | TotalAmt |
| Management And General | $52,855 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $779 | TotalAmt |
| Fundraising | $779 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,208 | TotalAmt |
| Management And General | $65,208 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,449 | TotalAmt |
| Program Services | $6,532 | ProgramServicesAmt |
| Management And General | $11,920 | ManagementAndGeneralAmt |
| Fundraising | $2,997 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $560 | TotalAmt |
| Fundraising | $560 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,570 | TotalAmt |
| Program Services | $50,319 | ProgramServicesAmt |
| Management And General | $41,241 | ManagementAndGeneralAmt |
| Fundraising | $142,010 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,364 | TotalAmt |
| Management And General | $2,640 | ManagementAndGeneralAmt |
| Fundraising | $2,724 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,609 | TotalAmt |
| Program Services | $53,871 | ProgramServicesAmt |
| Management And General | $35,731 | ManagementAndGeneralAmt |
| Fundraising | $54,007 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,654 | TotalAmt |
| Program Services | $93 | ProgramServicesAmt |
| Management And General | $339 | ManagementAndGeneralAmt |
| Fundraising | $2,222 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,850 | TotalAmt |
| Program Services | $1,365 | ProgramServicesAmt |
| Management And General | $1,068 | ManagementAndGeneralAmt |
| Fundraising | $6,417 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,518 | TotalAmt |
| Management And General | $592 | ManagementAndGeneralAmt |
| Fundraising | $926 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,617 | TotalAmt |
| Program Services | $44,737 | ProgramServicesAmt |
| Management And General | $29,201 | ManagementAndGeneralAmt |
| Fundraising | $44,679 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| NATIONAL DUES | $468,232 | $337,127 | $70,235 | $60,870 |
| MEMBERSHIP DUES | $6,561 | $1,685 | $1,124 | $3,752 |
| MERCHANT FEES | $4,215 | $6 | $4,209 | |
| BAD DEBT EXPENSE | $1 | $1 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,859,565 | TotalAmt |
| Program Services | $3,722,838 | ProgramServicesAmt |
| Management And General | $921,045 | ManagementAndGeneralAmt |
| Fundraising | $1,215,682 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $919,200 | BOYAmt |
| EOY | $16,759 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,537,695 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,308 | BOYAmt |
| EOY | $899,257 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $276 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,918 | BOYAmt |
| EOY | $186,923 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,646 | BOYAmt |
| EOY | $277,348 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,219,333 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $797,701 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $516,031 | BOYAmt |
| EOY | $421,632 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,212,162 | BOYAmt |
| EOY | $17,256,627 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,519,189 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,924 | BOYAmt |
| EOY | $279,317 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,824,378 | BOYAmt |
| EOY | $20,875,834 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,678 | BOYAmt |
| EOY | $385,570 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $290,075 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $269,797 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $917,164 | BOYAmt |
| EOY | $284,431 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,100,842 | BOYAmt |
| EOY | $1,229,873 | 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 | $13,567,953 | BOYAmt |
| EOY | $17,819,091 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,155,583 | BOYAmt |
| EOY | $1,826,870 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,723,536 | BOYAmt |
| EOY | $19,645,961 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,824,378 | BOYAmt |
| EOY | $20,875,834 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,463,380 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,473,953 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | -$14,908 | 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 | $6,892,472 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,039,767 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,038,195 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,871,982 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,659,447 | CurrentTaxYearAmt |
| Total | $36,501,863 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,892,472 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,039,767 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,038,195 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,871,982 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,659,447 | CurrentTaxYearAmt |
| Total | $36,501,863 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $925,235 | SubstantialContributorsTotAmt |
| Public Support Total170 | $35,576,628 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $246,632 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $260,428 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $285,495 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $286,331 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $306,337 | CurrentTaxYearAmt |
| Total | $1,385,223 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $140,760 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $147,760 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $302,111 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $356,520 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $493,446 | CurrentTaxYearAmt |
| Total | $1,440,597 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $39,327,683 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $25,700 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.90460 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72040 | 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 EVENT REVENUE - 2016 AMOUNT: $ 125,100. 2017 AMOUNT: $ 100,978. 2018 AMOUNT: $ 254,177. 2019 AMOUNT: $ 356,520. 2020 AMOUNT: $ 450,326. GROSS GAMING REVENUE - 2016 AMOUNT: $ 15,660. 2017 AMOUNT: $ 46,782. 2018 AMOUNT: $ 47,934. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 43,120. | 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 | $181,899 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $26,091 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $207,990 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $0 | BeginningYearBalanceAmt |
| Contributions | $150,000 | ContributionsAmt |
| Investment Earnings Or Losses | $31,899 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $181,899 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $773,216 | OtherCostOrOtherBasisAmt |
| Depreciation | $390,033 | DepreciationAmt |
| Book Value | $383,183 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $446,117 | OtherCostOrOtherBasisAmt |
| Depreciation | $407,668 | DepreciationAmt |
| Book Value | $38,449 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $421,632 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO NATIONAL ORGANIZATION | $4,621 |
| DUE TO OTHER CHAPTERS | $5,625 |
| DEFERRED RENT | $274,185 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $284,431 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,015,280 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,473,953 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $227,672 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $2,701,625 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,313,655 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $65,208 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$55,918 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $9,290 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,322,945 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,092,855 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $242,580 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $55,918 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $298,498 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,794,357 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $65,208 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $65,208 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,859,565 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | AS OF AUGUST 31, 2021, THE FOUNDATION HAD A BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS OF $207,990. THIS INTEREST CONSISTS OF A FUND CONTRIBUTED TO THE WISHES FOREVER ENDOWMENT FUND AT THE NATIONAL OFFICE. AN ENDOWMENT AGREEMENT HAS BEEN SIGNED BETWEEN THE CHAPTER AND NATIONAL OFFICE. DISTRIBUTIONS FROM THE NATIONAL OFFICER ARE MADE IN ACCORDANCE WITH THE SPENDING POLICIES ADOPTED BY THE NATIONAL OFFICE. THE NATIONAL OFFICE HAS VARIANCE POWER AS IT RELATES TO THESE ASSETS. THE BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS CONSISTS OF FUNDS CONTRIBUTED AND THE EARNINGS THEREON, NET OF DISTRIBUTIONS RECEIVED, AND IS CLASSIFIED AS NET ASSETS WITH DONOR RESTRICTIONS IN THE STATEMENTS OF FINANCIAL POSITION. |
| PART X, LINE 2: | MANAGEMENT BELIEVES THAT NO UNCERTAIN TAX POSITIONS EXIST FOR THE FOUNDATION AT AUGUST 31, 2021. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES -55,918. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES 55,918. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WISH NIGHT | Event1Nm |
| Gross Receipts Event1 | $734,976 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $593,518 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $141,458 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $14,118 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $17,651 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $129,393 | OtherDirectExpensesEvent1Amt |
| Event2 | SARGENTO GOLF OUTING | Event2Nm |
| Gross Receipts Event2 | $435,646 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $321,116 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $114,530 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $400 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $9,889 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $44,020 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $26,746 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $41,688 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 6 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $976,933 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $782,595 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $194,338 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $5,184 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $91,468 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $4,122 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $9,881 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $1,105 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $110,577 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,147,555 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,697,229 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $450,326 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $5,584 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $101,357 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $48,142 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $50,745 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $18,756 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $281,658 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $506,242 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$55,916 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $43,120 | GrossRevenueOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $8,433 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (1) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 0.10000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $43,120 | GrossRevenueTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $8,433 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $8,433 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $34,687 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | WI | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | 0 | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Individual With Books | ANDREA HUG | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11020 W PLANK COURT STE 200 | AddressLine1Txt |
| City | WAUWATOSA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | ANDREA HUG | GamingManagerPersonNm |
| Gaming Manager Compensation | $3,836 | GamingManagerCompensationAmt |
| Gaming Manager Services Prov | PROVIDES OVERSIGHT FOR RECORD KEEPING AND COMPLIANCE | 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 |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAKE-A-WISH FOUNDATION OF AMERICA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1702 E HIGHLAND AVE SUITE 400 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 850164630 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 860481941 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $500,000 | CashGrantAmt |
| Purpose Of Grant | WISH FULFILLMENT FUND | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | WISHES GRANTED | GrantTypeTxt |
| Recipient | 244 | RecipientCnt |
| Cash Grant | $64,232 | CashGrantAmt |
| Non Cash Assistance | $1,990,119 | 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 WISCONSIN DOES NOT PROVIDE CASH GRANTS TO INDIVIDUALS, BUT RATHER GRANTS WISHES TO ELIGIBLE BENEFICIARIES THAT MEET THE SPECIFIC MEDICAL CRITERIA FOR THE WISH GRANTING PROGRAM. THE ORGANIZATION GENERALLY ALLOCATES FUNDS DIRECTLY TO THE VENDORS FOR THE WISH EXPENSES, WITH THE EXCEPTION OF TRAVEL STIPENDS (I.E. MEALS, TIPS, GAS, ETC) FROM A STANDARDIZED WISH BUDGET. ALL WISH EXPENSES ARE DEVELOPED BY THE DIRECTOR OF MISSION DELIVERY AND WISH COORDINATORS AND REVIEWED BY THE PRESIDENT & CEO, THEN APPROVED BY THE BOARD OF DIRECTORS. 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATTI GORSKY POLLACK | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $179,771 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $15,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $13,987 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $9,492 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $218,250 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE PRESIDENT AND CEO WAS AWARDED A ONE-TIME BONUS IN 2020 THAT WAS APPROVED BY THE BOARD. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $18,011 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COST OR SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | SPECIAL EVENTS | 1050 | $246,075 | COST OR SELLING PRIC |
| Yes (X) | WISH-RELATED | 241 | $235,110 | COST OR SELLING PRIC |
| Yes (X) | OTHER | 21 | $131,357 | COST OR SELLING PRIC |
| 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 (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE EXECUTIVE COMMITTEE WILL RECEIVE AN ELECTRONIC COPY FOR REVIEW. A SUBSEQUENT CONFERENCE CALL WILL BE HELD TO DISCUSS AND APPROVE THE RETURN. THE FULL BOARD WILL THEN RECEIVE A COPY OF THE COMPLETED RETURN PRIOR TO FILING. THE PRESIDENT & CEO, PATTI GORSKY POLLACK WILL SIGN THE RETURN ONCE APPROVED. |
| FORM 990, PART VI, SECTION B, LINE 12C | AN ANNUAL CONFLICT OF INTEREST FORM, AIMED AT DETERMINING ANY FAMILY AND BUSINESS RELATIONSHIPS AND TRANSACTIONS OR OTHER TRANSACTIONS THAT MAY POSE A POTENTIAL CONFLICT, IS DISTRIBUTED TO ALL COVERED PERSONS (I.E. BOARD MEMBERS, OFFICERS AND EXECUTIVE LEADERSHIP, VOLUNTEERS AND ALL EMPLOYEES). COVERED PERSONS ARE REQUIRED TO DISCLOSE REAL OR POTENTIAL CONFLICTS AT THE TIME WHEN SUCH CONFLICTS ARISE. WHEN SOMEONE BECOMES A COVERED PERSON AND ANNUALLY THEREAFTER, EACH COVERED PERSON IS REQUIRED TO SIGN A STATEMENT AFFIRMING THAT THEY HAVE RECEIVED, READ AND UNDERSTAND THE POLICY AND AGREE TO COMPLY WITH ALL REQUIREMENTS OF THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PRESIDENT & CEO'S COMPENSATION IS REVIEWED BY THE FULL EXECUTIVE COMMITTEE AND BOARD MEMBERS SHARE FEEDBACK ON CEO'S PERFORMANCE. ALL EMPLOYEES COMPENSATION IS REVIEWED BY THE PRESIDENT & CEO. IN DETERMINING COMPENSATION, AMONG OTHER FACTORS THE ORGANIZATION REVIEWS PERFORMANCE, DOES A COMPARISON TO OTHER CHAPTERS OF SIMILAR SIZE, CONSULTS WITH THE NATIONAL ORGANIZATION ON COMPENSATION AND A MARKET ANALYSIS/COMPENSATION SURVEY OF NON-PROFIT EXECUTIVES. |
| FORM 990, PART VI, SECTION C, LINE 19 | WHILE FEDERAL TAX LAWS DO NOT MANDATE THAT THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION, THE ORGANIZATION MAKES THESE AVAILABLE TO THE PUBLIC UPON REQUEST. THEY ARE AVAILABLE AT 11020 W. PLANK COURT SUITE 200 WAUWATOSA, WI 53226 OR BY CALLING 262-781-4445. |
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