WISH OF A LIFETIME: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
WISH OF A LIFETIME (EIN 26-2123649)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-06-04
IRS object ID
202521559349300622
Schema version
2024v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-06-04T10:05:48-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN262123649EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Wish of a LifetimeBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWISHBusinessNameControlTxt
Phone3039549144PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1303 East 17th Ave Ste 850AddressLine1Txt
CityDenverCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80203ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonThomas WagenlanderPersonNm
Person TitleExecutive DirectorPersonTitleTxt
Phone3039549144PhoneNum
Signature2025-06-03SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerThomas WagenlanderPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1303 East 17th Ave Ste 850AddressLine1Txt
CityDenverCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80203ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,129,021GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.wishofalifetime.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2008FormationYr
Legal Domicile StateCOLegalDomicileStateCd
Activity Or MissionSpark hope and joy in the hearts of older adults by fulfilling their dreams through personalized wish experiences.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee30TotalEmployeeCnt
Total Volunteers5014TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,317,583PYContributionsGrantsAmt
CY Contributions Grants$4,083,666CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$71,202PYInvestmentIncomeAmt
CY Investment Income$45,355CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$4,388,785PYTotalRevenueAmt
CY Total Revenue$4,129,021CYTotalRevenueAmt
PY Grants And Similar Paid$1,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,152,264PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,153,727CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$348,999CYTotalFundraisingExpenseAmt
PY Other Expenses$1,689,447PYOtherExpensesAmt
CY Other Expenses$1,845,644CYOtherExpensesAmt
PY Total Expenses$4,842,711PYTotalExpensesAmt
CY Total Expenses$4,999,371CYTotalExpensesAmt
PY Revenues Less Expenses-$453,926PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$870,350CYRevenuesLessExpensesAmt
Total Assets BOY$2,194,296TotalAssetsBOYAmt
Total Assets EOY$1,365,509TotalAssetsEOYAmt
Total Liabilities BOY$549,979TotalLiabilitiesBOYAmt
Total Liabilities EOY$591,542TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,644,317NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$773,967NetAssetsOrFundBalancesEOYAmt
MissionWish of A Lifetime's (WOL) mission is to spark hope and joy in the hearts of older adults by fulfilling their dreams through personalized experiences that promote healthy and purposeful aging. We share these stories to inspire those of all ages.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$4,140,367ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescWe envision a world where everyone ages with hope and joy, older adults are celebrated for their wisdom, accomplishments, and sacrifices, and intergenerational connections enrich our daily lives. Wishes connect older adults to people, purpose, and passions to eliminate feelings of isolation and help them live vibrant, purposeful lives. Wishes are a catalyst to share our recipients incredible and inspiring stories that we believe break down generational boundaries and empower our recipients to once again discover their purpose and passion in life.Desc
Total Program Service Expenses$4,140,367TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee30EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
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Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AARPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2024346755PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 E Street NWAddressLine1Txt
CityWashingtonCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20049ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
Jeremy Bloom
Board Chair1.000.00Yes (X)Yes (X)$0$112,500$0
Eric Chess
Vice Chair1.000.00Yes (X)$0$0$0
Michelle Armstrong
Director1.000.00Yes (X)$0$0$0
Scott M Frisch
Director & AARP EVP - COO1.0040.00Yes (X)$0$1,024,073$75,492
Eliot Hamlisch
Director1.000.00Yes (X)$0$0$0
Eric Hirschberg
Director1.000.00Yes (X)$0$0$0
Laurie Schadegg Thomas
Director1.000.00Yes (X)$0$0$0
Karen Mercer
Treasurer & AARP SVP1.0040.00Yes (X)$0$466,489$65,794
Sarah Shaw
Secretary & AARP SVP1.0040.00Yes (X)$0$400,044$64,426
Thomas Wagenlander
Executive Director40.000.00Yes (X)$255,476$0$44,499
Beau Ballinger
Director, Business Planning & Ops40.000.00$141,888$0$50,852Yes (X)
Steven Glaser
Director, Wish Program40.000.00$141,672$0$30,477Yes (X)
Jared Bloomfield
Director, Field Program40.000.00$136,646$0$28,960Yes (X)
Kristen Prusky
Director, Marketing & Comm40.000.00$133,795$0$49,557Yes (X)
Elija Valdez
Manager, Wish Fulfillment40.000.00$105,993$0$27,964Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$915,470TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$2,003,106TotReportableCompRltdOrgAmt
Total Other Compensation$438,021TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K6IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Media Cause Inc
1436 U Street NW Ste 400WashingtonDC20009Marketing$140,000
Merge Studio LLC
1486 Greenbriar BlvdBoulderCO80305Website hosting & maintenance$125,423
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Federated Campaigns$19,889FederatedCampaignsAmt
Related Organizations$3,364,970RelatedOrganizationsAmt
All Other Contributions$698,807AllOtherContributionsAmt
Noncash Contributions$88,671NoncashContributionsAmt
Total Contributions$4,083,666TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$45,355TotalRevenueColumnAmt
Exclusion$45,355ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,129,021TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$45,355ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$275,787TotalAmt
Program Services$68,947ProgramServicesAmt
Management And General$68,947ManagementAndGeneralAmt
Fundraising$137,893FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,294,027TotalAmt
Program Services$1,937,577ProgramServicesAmt
Management And General$228,347ManagementAndGeneralAmt
Fundraising$128,103FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$77,068TotalAmt
Program Services$65,876ProgramServicesAmt
Management And General$7,473ManagementAndGeneralAmt
Fundraising$3,719FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$336,236TotalAmt
Program Services$271,514ProgramServicesAmt
Management And General$36,213ManagementAndGeneralAmt
Fundraising$28,509FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$170,609TotalAmt
Program Services$133,934ProgramServicesAmt
Management And General$19,555ManagementAndGeneralAmt
Fundraising$17,120FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$184,836TotalAmt
Program Services$148,100ProgramServicesAmt
Management And General$28,150ManagementAndGeneralAmt
Fundraising$8,586FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$245,830TotalAmt
Program Services$240,830ProgramServicesAmt
Fundraising$5,000FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$8,572TotalAmt
Program Services$1,718ProgramServicesAmt
Management And General$6,854ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$153,469TotalAmt
Program Services$136,272ProgramServicesAmt
Management And General$8,672ManagementAndGeneralAmt
Fundraising$8,525FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$881TotalAmt
Program Services$881ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$47,279TotalAmt
Program Services$30,877ProgramServicesAmt
Management And General$14,661ManagementAndGeneralAmt
Fundraising$1,741FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,754TotalAmt
Program Services$1,657ProgramServicesAmt
Management And General$1,097ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$77,828TotalAmt
Management And General$77,828ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Wishes & other program$969,136$969,136$0$0
Volunteer expenses$97,873$94,851$542$2,480
Printing & postage$23,113$19,789$3,066$258
Telecommunication expen$19,481$17,509$1,972$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$14,592TotalAmt
Program Services$899ProgramServicesAmt
Management And General$6,628ManagementAndGeneralAmt
Fundraising$7,065FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,999,371TotalAmt
Program Services$4,140,367ProgramServicesAmt
Management And General$510,005ManagementAndGeneralAmt
Fundraising$348,999FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$52,288BOYAmt
EOY$108,649EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,306,845BOYAmt
EOY$778,598EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$575,366BOYAmt
EOY$60,697EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$235,596EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$302,390LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$120,421LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$259,797BOYAmt
EOY$181,969EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,194,296BOYAmt
EOY$1,365,509EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$549,979BOYAmt
EOY$591,542EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$549,979BOYAmt
EOY$591,542EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,644,317BOYAmt
EOY$773,967EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,644,317BOYAmt
EOY$773,967EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,194,296BOYAmt
EOY$1,365,509EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$870,350ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,403,124CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,358,696CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,453,841CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,317,583CurrentTaxYearMinus1YearAmt
Current Tax Year$4,083,666CurrentTaxYearAmt
Total$16,616,910TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,403,124CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,358,696CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,453,841CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,317,583CurrentTaxYearMinus1YearAmt
Current Tax Year$4,083,666CurrentTaxYearAmt
Total$16,616,910TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$11,910,004SubstantialContributorsTotAmt
Public Support Total170$4,706,906PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$374CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus2 Years$22,374CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$71,202CurrentTaxYearMinus1YearAmt
Current Tax Year$45,355CurrentTaxYearAmt
Total$139,305TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$26,673CurrentTaxYearMinus4YearsAmt
Total$26,673TotalAmt
FieldValueIRS element (for citing)
Total Support$16,782,888TotalSupportAmt
Public Support CY1700.28050PublicSupportCY170Pct
Public Support PY1700.31160PublicSupportPY170Pct
Ten Pct Facts Crcmstncs Test CYYes (X)TenPctFactsCrcmstncsTestCYInd
Facts And Circumstances TestTo help Wish of a Lifetime (WOL) expand its reach nationally, AARP currently provides a substantial amount of support. WOL also receives contributions from diverse sources, including foundations, corporations, and individual donors. In addition, the WOL governing body is broadly representative of the community.FactsAndCircumstancesTestTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$216,046OtherCostOrOtherBasisAmt
Depreciation$88,763DepreciationAmt
Book Value$127,283BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$86,344OtherCostOrOtherBasisAmt
Depreciation$31,658DepreciationAmt
Book Value$54,686BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$181,969TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart X, Line 2:FormAndLineReferenceDesc
ExplanationWish of a Lifetime does not believe that there are any unrecognized tax benefits/liabilities that should be recorded.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgYes (1)CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsYes (1)CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Scott M Frisch
Director & AARP EVP - COO$0$613,994$0$407,757$0$2,322$0$47,024$0$28,468$0$1,099,565$0$0
Karen Mercer
Treasurer & AARP SVP$0$356,413$0$106,249$0$3,827$0$47,024$0$18,770$0$532,283$0$0
Sarah Shaw
Secretary & AARP SVP$0$311,331$0$87,063$0$1,650$0$47,024$0$17,402$0$464,470$0$0
Thomas Wagenlander
Executive Director$198,102$0$53,067$0$4,307$0$10,047$24,188$10,264$0$275,787$24,188$0$0
Beau Ballinger
Director, Business Planning & Ops$116,778$0$24,470$0$640$0$5,650$13,602$31,600$0$179,138$13,602$0$0
Kristen Prusky
Director, Marketing & Comm$112,031$0$19,936$0$1,828$0$5,279$12,708$31,570$0$170,644$12,708$0$0
Steven Glaser
Director, Wish Program$116,417$0$24,815$0$440$0$5,649$13,601$11,227$0$158,548$13,601$0$0
Jared Bloomfield
Director, Field Program$112,375$0$23,841$0$430$0$5,449$13,118$10,393$0$152,488$13,118$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 5FormAndLineReferenceDesc
ExplanationWish of a Lifetime participates in AARP's enterprise-wide compensation plan. Under that compensation plan, numerous organizational factors are considered in employee compensation, one of which is gross revenue of AARP and its affiliates.ExplanationTxt

Schedule M IRS990ScheduleM

Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Wyndham hotel points4290000$71,597FMV on day of use
Yes (X)tickets/fees for various experiences11$10,043purchase price
Yes (X)hotel rooms3$4,186purchase price
Yes (X)KinCapsule lifetime memberships11$2,500purchase price
Yes (X)guitar & accessories1$346purchase price
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 7aThe AARP Chief Executive Officer (or his or her designee) appoints up to 17 voting members of the WISH board of directors. All prospective members of the WISH board will be subject to the screening protocols for board members of AARP Affiliates.
Form 990, Part VI, Section A, line 7bThe AARP Chief Executive Officer (or his or her designee) appoints up to 17 voting members of the WISH board of directors. All prospective members of the WISH board will be subject to the screening protocols for board members of AARP Affiliates. Any director other than the Founder Director may be removed at any time, with or without cause, by written direction of AARP. The Founder Director may be removed only for reasonable cause by written direction of AARP. The WISH bylaws provide that the power to alter, amend or repeal the corporation's articles of incorporation or bylaws shall be vested in the board of directors, but the exercise of this power shall be subject to the prior written approval of AARP.
Form 990, Part VI, Section B, line 11bThe Form 990 is prepared and reviewed in AARP's internal tax department. The return is then put through a secondary review which includes the Wish of a Lifetime Executive Director, Group Controller, and other accounting management. After this thorough review process, the Form 990 is distributed to the Board of Directors for their review. After all issues are addressed the return is electronically filed with the Internal Revenue Service.
Form 990, Part VI, Section B, line 12cAnnually, all board members and employees (including officers) are required to review the Code of Conduct, formally acknowledge their understanding of the Code, and disclose any real or potential conflicts of interest. Disclosures are reviewed by appropriate management (or in the case of a board member, the Board Chair, and if necessary, the Board of Directors) and the Ethics & Compliance Office. The appropriate resolution plan is implemented (for example, recusal from participating in any deliberations and decisions relevant to the disclosure). The Ethics & Compliance Office monitors compliance with these requirements and ensures proper follow-up as needed.
Form 990, Part VI, Section B, line 15aThrough its shared services agreement with AARP, WISH participates in AARP's enterprise-wide compensation reviews. AARP has a competitive position in the marketplace that considers relevant for-profit and not-for-profit data since this is the landscape in which AARP and its affiliates compete for talent. Establishing the appropriate compensation for positions and jobs considers external market pricing (where possible) from an independent, third-party compensation firm, internal criteria, and an individual's actual performance and contribution. Internal criteria are based on a standard approach that measures the internal value of positions, including: complexity and scope of responsibility, skill set and competencies, education and experience, and the reporting relationship of the position. An individual's actual performance and contribution is measured through AARP's performance management approach and then rewarded through AARP's annual base pay merit and incentive award programs. This process applies to all employees of WISH including the Executive Director. Based on the process described above, the Executive Director's compensation package is approved by the WISH Board of Directors.
Form 990, Part VI, Section C, line 18The organization provides copies of IRS Form 990 and IRS Form 1023 upon request by contacting the organization at (303) 954-9144 or email to info@wishofalifetime.org. The Form 990 is also made available on its website.
Form 990, Part VI, Section C, line 19The organization provides its by-laws, conflict of interest policy, and periodic financial statements upon request by contacting the organization at (303) 954-9144 or email to info@wishofalifetime.org.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
AARP (consolidated)
601 E Street NWWashingtonDC20049951985500Social welfare organization dedicated to persons over age 50DC501(c)(4)n/aN/A0
AARP Foundation
601 E Street NWWashingtonDC20049520794300Foundation dedicated to persons over 50 at social and economic riskDC501(c)(3)509(a)(1)0AARP
Legal Counsel for the Elderly
601 E Street NWWashingtonDC20049521194741Provides free or low cost legal assistance and education to DC elderlyDC501(c)(3)509(a)(1)0AARP
AARP Insurance Plan
601 E Street NWWashingtonDC20049526069387Grantor trust holding certain AARP group health insurance policiesDC501(c)(4)n/a0AARP
Older Adults Technology Services
236 West 30th Street 8th FlNew YorkNY10001550882599Dedicated to harness the power of technology to change to way we ageNY501(c)(3)509(a)(1)0AARP

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
AARP Financial Services Corporation
601 E Street NWWashingtonDC20049521367607Real estate holding companyDEAARPC0
AARP Services Inc (consolidated)
601 E Street NWWashingtonDC20049522141065Quality control and researchDEAARPC0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (6 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
AARP - cash contributions
C$3,362,720cash paid
AARP - in-kind shared services
M$1,794,954allocable cost
AARP - in-kind rent
N$181,739costs incurred
AARP Foundation - services provided by AARP FDN employees
P$159,449Salary/benefits - time reported
Andrus Insurance Fund LLC - insurance
R$19,697premiums paid
AARP Services Inc - cash contributions
C$2,250cash paid

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