2022-06-24T14:47:54-05:00 2021-08-31 861065772 DELOITTE TAX LLP TWO JERICHO PLAZA JERICHO NY 11753 990 2020-09-01 391543541 MAKE-A-WISH FOUNDATION OF WISCONSIN INC MAKE 2627814445 11020 W PLANK COURT STE 200 WAUWATOSA WI 53226 PATTI GORSKY POLLACK PRESIDENT & CEO 2627814445 2022-06-10 1 PATTI GORSKY POLLACK 999009999 CHRISTINE KAWECKI P00743140 5169187000 2022-06-07 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z PATTI GORSKY POLLACK 11020 W PLANK COURT STE 200 WAUWATOSA WI 53226 9761917 0 X WWW.WISCONSIN.WISH.ORG X 1984 WI TOGETHER, WE CREATE LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES. 21 21 27 550 0 0 5871982 7659447 6450 800 331275 683927 66095 -21229 6275802 8322945 2854878 2554351 0 0 1925644 2156051 0 779 1215682 1119738 1148384 5900260 5859565 375542 2463380 15824378 20875834 1100842 1229873 14723536 19645961 TOGETHER, WE CREATE LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES. 0 0 3722838 2554351 800 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. 3722838 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 11 0 1 27 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 WI X X PATTI GORSKY POLLACK 2627814445 11020 W PLANK CT SUITE 200 WAUWATOSA WI 53226 ANTHONY SIKORSKI DIRECTOR 1.00 X 0 0 0 BLAISE BEAULIER SECRETARY 1.00 X X 0 0 0 BRIAN DRANZIK DIRECTOR 1.00 X 0 0 0 CATHY DWORAK VICE CHAIR 1.00 X X 0 0 0 CHRIS MCINTOSH DIRECTOR 1.00 X 0 0 0 COLLEEN VALKOUN DIRECTOR 1.00 X 0 0 0 CRAIG FAUST FUNDRAISING CHAIR 1.00 X X 0 0 0 DAVE DEAN DIRECTOR 1.00 X 0 0 0 JOHN HERBERS LEGAL CHAIR 1.00 X X 0 0 0 JONA MANCUSO DIRECTOR 1.00 X 0 0 0 JOSEPH IMHOFF TREASURER 1.00 X X 0 0 0 KATINA SHAW DIRECTOR 1.00 X 0 0 0 LUIS ARROYO BOARD CHAIR 1.00 X X 0 0 0 LYNDA PATTERSON DIRECTOR 1.00 X 0 0 0 MARY STRAKA DIRECTOR 1.00 X 0 0 0 MICHAEL DONOHUE DIRECTOR 1.00 X 0 0 0 PETER DUBACK DIRECTOR 1.00 X 0 0 0 RICHARD THOMPSON DIRECTOR 1.00 X 0 0 0 SHANNON KOBYLARCZYK DIRECTOR 1.00 X 0 0 0 SHERRI MOWERY PERRIGO DIRECTOR 1.00 X 0 0 0 STEVEN STARK WISH GRANTING CHAIR 1.00 X X 0 0 0 PATTI GORSKY POLLACK PRESIDENT & CEO 40.00 X 194771 0 23479 194771 0 23479 1 0 1 0 0 1697229 365537 5596681 630553 7659447 WISH ASSIST FEES 900099 800 800 800 306377 306377 1301847 924297 377550 377550 377550 450326 1697229 506242 -55916 -55916 43120 8433 34687 34687 8322945 800 0 662698 500000 500000 2054351 2054351 256004 79149 71937 104918 1393549 437018 392470 564061 187981 58119 52822 77040 198445 55323 51740 91382 120072 36982 36878 46212 15121 6167 3038 5916 52855 52855 779 779 65208 65208 21449 6532 11920 2997 560 560 233570 50319 41241 142010 5364 2640 2724 143609 53871 35731 54007 2654 93 339 2222 8850 1365 1068 6417 1518 592 926 118617 44737 29201 44679 NATIONAL DUES 468232 337127 70235 60870 MEMBERSHIP DUES 6561 1685 1124 3752 MERCHANT FEES 4215 6 4209 BAD DEBT EXPENSE 1 1 5859565 3722838 921045 1215682 919200 16759 1537695 197308 899257 276 47918 186923 193646 277348 1219333 797701 516031 421632 9212162 17256627 4519189 218924 279317 15824378 20875834 183678 385570 290075 269797 917164 284431 1100842 1229873 X 13567953 17819091 1155583 1826870 14723536 19645961 15824378 20875834 2463380 2473953 -14908 0 X 0 1 X 1 0 X 6892472 8039767 8038195 5871982 7659447 36501863 6892472 8039767 8038195 5871982 7659447 36501863 925235 35576628 246632 260428 285495 286331 306337 1385223 140760 147760 302111 356520 493446 1440597 39327683 25700 0.90460 0.72040 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 181899 26091 207990 0 150000 31899 181899 1.00000 0 0 773216 390033 383183 446117 407668 38449 421632 DUE TO NATIONAL ORGANIZATION 4621 DUE TO OTHER CHAPTERS 5625 DEFERRED RENT 274185 284431 X 11015280 2473953 227672 2701625 8313655 65208 -55918 9290 8322945 6092855 242580 55918 298498 5794357 65208 65208 5859565 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. WISH NIGHT 734976 593518 141458 14118 17651 129393 SARGENTO GOLF OUTING 435646 321116 114530 400 9889 44020 26746 41688 6 976933 782595 194338 5184 91468 4122 9881 1105 110577 2147555 1697229 450326 5584 101357 48142 50745 18756 281658 506242 -55916 43120 8433 1 0.10000 43120 8433 8433 34687 WI 1 0 0 0 ANDREA HUG 11020 W PLANK COURT STE 200 WAUWATOSA WI 53226 0 ANDREA HUG 3836 PROVIDES OVERSIGHT FOR RECORD KEEPING AND COMPLIANCE X 0 1 MAKE-A-WISH FOUNDATION OF AMERICA 1702 E HIGHLAND AVE SUITE 400 PHOENIX AZ 850164630 860481941 501(C)(3) 500000 WISH FULFILLMENT FUND 1 0 WISHES GRANTED 244 64232 1990119 FMV TRAVEL, M&E, SUPPLIES. PART I, LINE 2: 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. X X X 0 0 0 0 0 0 0 1 0 PATTI GORSKY POLLACK PRESIDENT & CEO 179771 0 15000 0 0 0 13987 0 9492 0 218250 0 0 0 PART I, LINE 7 THE PRESIDENT AND CEO WAS AWARDED A ONE-TIME BONUS IN 2020 THAT WAS APPROVED BY THE BOARD. X 5 18011 COST OR SELLING PRICE X SPECIAL EVENTS 1050 246075 COST OR SELLING PRIC X WISH-RELATED 241 235110 COST OR SELLING PRIC X OTHER 21 131357 COST OR SELLING PRIC 0 0 1 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN (B) REFERS TO THE NUMBER OF CONTRIBUTIONS RECEIVED. 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.