MAKE-A-WISH FOUNDATION OF THE MID- SOUTH INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MAKE-A-WISH FOUNDATION OF THE MID- SOUTH INC (EIN 62-1253153)
- Tax period
- 2023-09-01 to 2024-08-31
- Filed
- 2025-07-14
- IRS object ID
- 202521959349300917
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-14T08:44:19-05:00 | ReturnTs |
| Tax Period End | 2024-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2021 SPRING ROAD SUITE 200 | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 621253153 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAKE-A-WISH FOUNDATION OF THE MID-SOUTH | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAKE | BusinessNameControlTxt |
| Phone | 9016809474 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 POPLAR AVE 300 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38137 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CASEY K TANSEY | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 9016809474 | PhoneNum |
| Signature | 2025-07-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA STRUCK | PreparerPersonNm |
| PTIN | P01310867 | PTIN |
| Phone | 6305738600 | PhoneNum |
| Preparation | 2025-07-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | CASEY K TANSEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 POPLAR AVE 300 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38137 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,902,331 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WISH.ORG/MIDSOUTH | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | TN | LegalDomicileStateCd |
| Activity Or Mission | TOGETHER WE CREATE LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 29 | TotalEmployeeCnt |
| Total Volunteers | 275 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,629,825 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,954,844 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,175 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,350 | CYProgramServiceRevenueAmt |
| PY Investment Income | $268,978 | PYInvestmentIncomeAmt |
| CY Investment Income | $249,997 | CYInvestmentIncomeAmt |
| PY Other Revenue | $109,469 | PYOtherRevenueAmt |
| CY Other Revenue | $182,985 | CYOtherRevenueAmt |
| PY Total Revenue | $5,010,447 | PYTotalRevenueAmt |
| CY Total Revenue | $5,389,176 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,402,740 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,732,333 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,624,657 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,755,811 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $666,669 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $742,232 | PYOtherExpensesAmt |
| CY Other Expenses | $862,737 | CYOtherExpensesAmt |
| PY Total Expenses | $4,769,629 | PYTotalExpensesAmt |
| CY Total Expenses | $5,350,881 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $240,818 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $38,295 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,811,868 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,767,805 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $304,033 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,418,488 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,507,835 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,349,317 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MAKE-A-WISH FOUNDATION OF THE MID-SOUTH CREATES LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,962,993 | ExpenseAmt |
| Grant | $2,732,333 | GrantAmt |
| Revenue | $1,350 | RevenueAmt |
| Desc | SEE SCHEDULE O. | Desc |
| Total Program Service Expenses | $3,962,993 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 29 | 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 |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 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 | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CASEY K TANSEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9016809474 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 POPLAR AVE 300 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38137 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JULIE FARRELL | ||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SHA TOOHIG | ||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NICK CASSELLA | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JIM SLIKER | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MIKE ALLBRITTON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HUGH BOONE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MASON BUBBA EZZELL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHARON HARRIS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHARI JEFFERIES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KARIN JONES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBBY KILPATRICK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JESSICA LAIS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE LYONS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LEE MCCALLUM | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JT NOVARESE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRANK STALLWORTH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KENT THOMPSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CASEY TANSEY | ||||||
| PRESIDENT & CEO | 50.00 | Yes (X) | $126,036 | $0 | $12,307 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $126,036 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $12,307 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIVE KIDS THE WORLD | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 S BASS ROAD | AddressLine1Txt |
| City | KISSIMMEE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34746 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | LODGING AND MEALS SERVICE | ServicesDesc |
| Compensation | $139,861 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $643,495 | FundraisingAmt |
| All Other Contributions | $4,311,349 | AllOtherContributionsAmt |
| Noncash Contributions | $939,541 | NoncashContributionsAmt |
| Total Contributions | $4,954,844 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WISH ASSIST FEE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,350 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,350 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,350 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $256,406 | TotalRevenueColumnAmt |
| Exclusion | $256,406 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $425,042 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $431,451 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$6,409 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$6,409 | TotalRevenueColumnAmt |
| Exclusion | -$6,409 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $264,688 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $643,495 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $81,704 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $182,984 | TotalRevenueColumnAmt |
| Exclusion | $182,984 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1 | TotalRevenueColumnAmt |
| Exclusion | $1 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,389,176 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,350 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $432,982 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,732,333 | TotalAmt |
| Program Services | $2,732,333 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,697 | TotalAmt |
| Program Services | $36,407 | ProgramServicesAmt |
| Management And General | $40,958 | ManagementAndGeneralAmt |
| Fundraising | $74,332 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,288,216 | TotalAmt |
| Program Services | $588,465 | ProgramServicesAmt |
| Management And General | $391,622 | ManagementAndGeneralAmt |
| Fundraising | $308,129 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,162 | TotalAmt |
| Program Services | $12,619 | ProgramServicesAmt |
| Management And General | $8,290 | ManagementAndGeneralAmt |
| Fundraising | $6,253 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,161 | TotalAmt |
| Program Services | $80,792 | ProgramServicesAmt |
| Management And General | $54,765 | ManagementAndGeneralAmt |
| Fundraising | $45,604 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,575 | TotalAmt |
| Program Services | $46,880 | ProgramServicesAmt |
| Management And General | $32,349 | ManagementAndGeneralAmt |
| Fundraising | $28,346 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,733 | TotalAmt |
| Management And General | $4,733 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,794 | TotalAmt |
| Management And General | $49,794 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,088 | TotalAmt |
| Program Services | $6,490 | ProgramServicesAmt |
| Management And General | $2,388 | ManagementAndGeneralAmt |
| Fundraising | $2,210 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,236 | TotalAmt |
| Program Services | $2,548 | ProgramServicesAmt |
| Management And General | $27 | ManagementAndGeneralAmt |
| Fundraising | $1,661 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,604 | TotalAmt |
| Program Services | $68,905 | ProgramServicesAmt |
| Management And General | $17,030 | ManagementAndGeneralAmt |
| Fundraising | $34,669 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,892 | TotalAmt |
| Program Services | $68,108 | ProgramServicesAmt |
| Management And General | $38,311 | ManagementAndGeneralAmt |
| Fundraising | $35,473 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,601 | TotalAmt |
| Program Services | $3,264 | ProgramServicesAmt |
| Management And General | $1,242 | ManagementAndGeneralAmt |
| Fundraising | $12,095 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,684 | TotalAmt |
| Program Services | $3,787 | ProgramServicesAmt |
| Management And General | $1,265 | ManagementAndGeneralAmt |
| Fundraising | $16,632 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,502 | TotalAmt |
| Program Services | $8,755 | ProgramServicesAmt |
| Management And General | $5,187 | ManagementAndGeneralAmt |
| Fundraising | $4,560 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| NATIONAL DUES | $389,099 | $272,369 | $54,474 | $62,256 |
| MISCELLANEOUS | $61,507 | $22,702 | $13,647 | $25,158 |
| MERCHANT FEES | $22,997 | $8,569 | $5,137 | $9,291 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,350,881 | TotalAmt |
| Program Services | $3,962,993 | ProgramServicesAmt |
| Management And General | $721,219 | ManagementAndGeneralAmt |
| Fundraising | $666,669 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,380 | BOYAmt |
| EOY | $287,423 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $577,232 | BOYAmt |
| EOY | $300,160 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260,523 | BOYAmt |
| EOY | $305,594 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,720 | BOYAmt |
| EOY | $50 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,065 | BOYAmt |
| EOY | $295 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,769 | BOYAmt |
| EOY | $166,471 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $228,772 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $31,943 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,142 | BOYAmt |
| EOY | $196,829 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,666,792 | BOYAmt |
| EOY | $7,356,405 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,245 | BOYAmt |
| EOY | $1,154,578 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,811,868 | BOYAmt |
| EOY | $9,767,805 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $227,741 | BOYAmt |
| EOY | $243,847 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,292 | BOYAmt |
| EOY | $1,174,641 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $304,033 | BOYAmt |
| EOY | $1,418,488 | 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 | $6,813,978 | BOYAmt |
| EOY | $7,544,073 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $693,857 | BOYAmt |
| EOY | $805,244 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,507,835 | BOYAmt |
| EOY | $8,349,317 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,811,868 | BOYAmt |
| EOY | $9,767,805 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $38,295 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $751,389 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $51,798 | 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 | $3,685,428 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,718,365 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,532,601 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,629,825 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,954,844 | CurrentTaxYearAmt |
| Total | $21,521,063 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,685,428 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,718,365 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,532,601 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,629,825 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,954,844 | CurrentTaxYearAmt |
| Total | $21,521,063 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $21,521,063 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $76,423 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $61,923 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $141,077 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $268,521 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $256,406 | CurrentTaxYearAmt |
| Total | $804,350 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,682 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,108 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,103 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $198,291 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $264,689 | CurrentTaxYearAmt |
| Total | $610,873 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $22,936,286 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,975 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.93830 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94840 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | GROSS FUNDRAISING REVENUE - 2019 AMOUNT: $ 55,773. 2020 AMOUNT: $ 33,736. 2021 AMOUNT: $ 55,103. 2022 AMOUNT: $ 192,591. 2023 AMOUNT: $ 264,688. OTHER REVENUE - 2019 AMOUNT: $ 909. 2020 AMOUNT: $ 2,372. 2022 AMOUNT: $ 5,700. 2023 AMOUNT: $ 1. | 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 | $411,736 | BeginningYearBalanceAmt |
| Contributions | $4,121 | ContributionsAmt |
| Investment Earnings Or Losses | $71,278 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $24,175 | AdministrativeExpensesAmt |
| End Year Balance | $462,960 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $357,310 | BeginningYearBalanceAmt |
| Contributions | $25,000 | ContributionsAmt |
| Investment Earnings Or Losses | $32,278 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $2,852 | AdministrativeExpensesAmt |
| End Year Balance | $411,736 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $390,197 | BeginningYearBalanceAmt |
| Contributions | $25,864 | ContributionsAmt |
| Investment Earnings Or Losses | -$56,738 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $2,013 | AdministrativeExpensesAmt |
| End Year Balance | $357,310 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $328,213 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $68,783 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,891 | OtherExpendituresAmt |
| Administrative Expenses | $2,908 | AdministrativeExpensesAmt |
| End Year Balance | $390,197 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $288,920 | BeginningYearBalanceAmt |
| Contributions | $9,885 | ContributionsAmt |
| Investment Earnings Or Losses | $32,060 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $2,652 | AdministrativeExpensesAmt |
| End Year Balance | $328,213 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00715 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.53119 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.46165 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $108,365 | OtherCostOrOtherBasisAmt |
| Depreciation | $443 | DepreciationAmt |
| Book Value | $107,922 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $66,984 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,752 | DepreciationAmt |
| Book Value | $64,232 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $53,423 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,748 | DepreciationAmt |
| Book Value | $24,675 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $196,829 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MULTIPLE STRATEGIES - MUTUAL FUNDS | $2,064,330 | C |
| COMMON COLLECTIVE TRUST - EQUITY SECURITIES | $3,593,424 | C |
| COMMON COLLECTIVE TRUST - SHORT DURATION FIXED INCOME FUNDS | $1,698,651 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $7,356,405 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM NATIONAL | $66,457 |
| DUE FROM OTHER CHAPTERS | $5,125 |
| RIGHT-OF-USE ASSETS - FINANCE | $22,992 |
| RIGHT-OF-USE ASSETS - OPERATING | $1,060,004 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,154,578 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO NATIONAL | $12,284 |
| DUE TO OTHER CHAPTERS | $73,581 |
| LEASE LIABILITY - OPERATING | $1,065,517 |
| LEASE LIABILITY - FINANCING | $23,259 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,174,641 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,614,718 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $751,389 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $523,947 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $1,275,336 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,339,382 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $49,794 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $49,794 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,389,176 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,773,236 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $472,149 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $472,149 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,301,087 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $49,794 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $49,794 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,350,881 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE INCOME FROM THE ENDOWMENT FUND WILL BE USED IN THE FOUNDATION'S WISH GRANTING ACTIVITIES. |
| PART X, LINE 2: | THE FOUNDATION IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME AND TENNESSEE TAXES UNDER THE PROVISIONS OF INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3). HOWEVER, THE FOUNDATION REMAINS SUBJECT TO INCOME TAXES ON ANY NET INCOME THAT IS DERIVED FROM A TRADE OR BUSINESS, REGULARLY CARRIED ON AND NOT IN FURTHERANCE OF THE PURPOSE FOR WHICH IT WAS GRANTED EXEMPTION. NO INCOME TAX PROVISION HAS BEEN RECORDED AS THE NET INCOME, IF ANY, FROM ANY UNRELATED TRADE OR BUSINESS, IN THE OPINION OF MANAGEMENT, IS NOT MATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. MANAGEMENT BELIEVES THAT NO UNCERTAIN TAX POSITIONS EXIST FOR THE FOUNDATION AT AUGUST 31, 2024 AND 2023. THE FOUNDATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION, AND APPLICABLE STATE JURISDICTIONS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WALK FOR WISHES | Event1Nm |
| Gross Receipts Event1 | $266,257 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $266,257 | CharitableContriEvent1Amt |
| Rent Facility Costs Event1 | $1,280 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $1,171 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $911 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $10,855 | OtherDirectExpensesEvent1Amt |
| Event2 | DISHES FOR WISHES | Event2Nm |
| Gross Receipts Event2 | $216,586 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $208,748 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $7,838 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $439 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $7,000 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $1,388 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $500 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $11,301 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $425,340 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $168,490 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $256,850 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $800 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $8,246 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $9,037 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $1,500 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $27,276 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $908,183 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $643,495 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $264,688 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $1,239 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $16,526 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $11,596 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,911 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $49,432 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $81,704 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $182,984 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | WISHES GRANTED | GrantTypeTxt |
| Recipient | 284 | RecipientCnt |
| Cash Grant | $1,887,430 | CashGrantAmt |
| Non Cash Assistance | $844,903 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | SUPPLIES, TRAVEL, M&E | 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 THE MID-SOUTH, INC. DOES NOT PROVIDE CASH GRANTS TO INDIVIDUALS, BUT RATHER GRANTS WISHES TO CHILDREN WITH CRITICAL ILLNESS MEDICAL CONDITIONS. THE ORGANIZATION ALLOCATES FUNDS DIRECTLY TO THE VENDORS FOR THE WISH EXPENSE, WITH THE EXCEPTION OF TRAVEL STIPENDS (I.E. MEALS, TIPS, GAS, ETC.) FROM A STANDARDIZED WISH BUDGET. ALL WISH BUDGETS ARE DEVELOPED BY THE WISH COORDINATORS AND APPROVED BY THE VICE PRESIDENT OF PROGRAM SERVICES, DIRECTOR OF WISHES, PRESIDENT/CEO OR BOARD MEMBERS - DEPENDING ON THE TOTAL CASH BUDGET. ALL WISH EXPENSES ARE SUPPORTED BY APPROPRIATE DOCUMENTATION (I.E. INVOICES) WHICH IS RETAINED BY THE CHAPTER. | ExplanationTxt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,757 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $47,736 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 75 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,613 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (9 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EXCURSIONS | 136 | $767,460 | FMV |
| Yes (X) | CONSTRUCTION MATERIALS | 7 | $41,231 | FMV |
| Yes (X) | SOUVENIRS | 119 | $23,287 | FMV |
| Yes (X) | TRAVEL | 7 | $18,120 | FMV |
| Yes (X) | SUPPLIES | 20 | $13,710 | FMV |
| Yes (X) | POOL & SPA | 2 | $11,657 | FMV |
| Yes (X) | PLAYSET | 4 | $2,971 | FMV |
| Yes (X) | MEDICAL EQUIPMENT | 2 | $2,299 | FMV |
| Yes (X) | ELECTRONICS | 2 | $899 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A | WE GRANT ONE PERSONAL, HEARTFELT WISH FOR EVERY CHILD IN OUR TERRITORY BETWEEN THE AGES OF 2 1/2 AND 18 YEARS OLD WHO HAS A CRITICAL ILLNESS MEDICAL CONDITION, AS DETERMINED BY THE CHILD'S OWN PHYSICIAN. IN FY 2024, WE GRANTED 284 WISHES FOR CHILDREN WITHIN OUR TERRITORY - ARKANSAS, NORTH MISSISSIPPI, AND WEST TENNESSEE. THESE WISHES IMPACTED OVER 1,000 PEOPLE DIRECTLY IN OUR PRIMARY PROGRAM - THE WISH CHILD, THEIR FAMILY, THE WISH GRANTING VOLUNTEERS, AND THE WISH SPONSORS WHO PARTICIPATED IN THE UNVEILING OF THE WISH. TOTAL WISHES GRANTED FOR THE FISCAL YEAR WERE $3,193,939. OF THIS AMOUNT, $461,606 WAS CONTRIBUTED BY VARIOUS VENDORS WHO PROVIDED IN-KIND CONTRIBUTIONS. |
| FORM 990, PART VI, SECTION A, LINE 1A | THE BOARD OF DIRECTORS, BY RESOLUTION ADOPTED BY A MAJORITY OF THE DIRECTORS THEN SERVING, MAY DESIGNATE AND APPOINT ONE OR MORE COMMITTEES COMPRISED OF DIRECTORS, EACH OF WHICH SHALL CONSIST OF ONE OR MORE DIRECTORS. SUCH COMMITTEES, TO THE EXTENT PROVIDED IN SAID RESOLUTION, SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE CORPORATION, EXCEPT NO SUCH COMMITTEE MAY EXERCISE THE AUTHORITY OF THE BOARD OF DIRECTORS IN REFERENCE TO THE FOLLOWING MATTERS: (I) FILLING VACANCIES ON, OR INCREASING OR DECREASING THE MEMBERS OF, THE BOARD OF DIRECTORS OR ANY COMMITTEE OF THE BOARD OF DIRECTORS; (II) ADOPTION, AMENDMENT OR REPEAL OF THESE BYLAWS OR THE ARTICLES OF INCORPORATION; OR (III) ANY MATTERS PROHIBITED BY LAW. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FOUNDATION WORKED CLOSELY WITH AN INDEPENDENT ACCOUNTING FIRM TO PREPARE THE RETURN. THE DRAFT RETURN THAT WAS PREPARED BY THE ACCOUNTING FIRM WAS REVIEWED BY THE FOUNDATION'S PRESIDENT & CEO, VICE PRESIDENT OF FINANCE & OPERATIONS AND THE TREASURER. THE RETURN WAS THEN PRESENTED TO THE FINANCE COMMITTEE AND EXECUTIVE COMMITTEE OF THE BOARD, COMPOSED OF FINANICAL PROFESSIONALS, FOR REVIEW AND APPROVAL. A COMPLETE COPY OF THE FINAL RETURN WAS PROVIDED TO ALL VOTING BOARD MEMBERS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION MAINTAINS A CONFLICT OF INTEREST AND ETHICS STATEMENT AS PROVIDED BY THE MAKE-A-WISH FOUNDATION OF AMERICA FOR EACH OFFICER, EMPLOYEE, BOARD MEMBER, AND VOLUNTEER. SUCH STATEMENTS MUST BE SIGNED UPON DATE OF HIRE, ELECTION, OR COMMENCEMENT OF VOLUNTEER SERVICE, AND AT LEAST ANNUALLY THEREAFTER. THE SIGNED STATEMENTS ARE THEN SUBMITTED TO AND REVIEWED BY THE VOLUNTEER MANAGER IF THEY ARE FROM VOLUNTEERS, AND THE PRESIDENT/CEO IF FROM STAFF AND BOARD MEMBERS. REVIEW OF THE STATEMENTS IS MONITORED BY THE PRESIDENT/CEO. THE PROCEDURES FOR ADDRESSING ANY CONFLICT OF INTEREST OF WHICH THE PRESIDENT/CEO BECOMES AWARE INCLUDES, BUT ARE NOT LIMITED TO, THE FOLLOWING (1) DETERMINING THE NATURE OF THE CONFLICT VIA VERBAL OR WRITTEN COMMUNICATION WITH THE INTERESTED PERSON (2) FULLY DISCLOSING CONFLICTING INTERESTS TO THE BOARD (3) THE CONFLICTED PERSON RECUSES HIMSELF-HERSELF FROM DELIBERATIONS AND DECISIONS REGARDING THE TRANSACTION, AND (4) TAKING APPROPRIATE ACTIONS WARRANTED BY THE CONFLICT AS RECOMMENDED BY THE BOARD UP TO AND INCLUDING TERMINATION OF SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PRESIDENT/CEO'S COMPENSATION WAS DETERMINED BY THE BOARD OF DIRECTORS, CONSISTING OF INDEPENDENT PERSONS. IT WAS REVIEWED AGAINST NATIONAL BENCHMARKING SALARY STUDIES, SURVEYS COMPLETED BY THE MAKE-A-WISH FOUNDATION OF AMERICA, AND LOCAL SURVEYS CONDUCTED BY STATE ORGANIZATIONS AND BY NATIONAL BENCHMARKING ORGANIZATIONS. THE BOARD'S DISCUSSION AND DECISIONS WERE CONTEMPORANEOUSLY DOCUMENTED, INCLUDING THE TERMS OF THE TRANSACTION AND THE DATE APPROVED. THE MEMBERS PRESENT FOR THE DELIBERATIONS AND WHO VOTED, AND THE DESCRIPTION OF THE COMPARABILITY DATA OBTAINED AND HOW IT WAS OBTAINED. ON AN ANNUAL BASIS, THE HUMAN RESOURCES COMMITTEE CONTINUES TO MONITOR AND REVIEW COMPENSATION LEVELS FOR ALL EMPLOYEES, INCLUDING THE CEO. IN THE EVENT AN ADJUSTMENT - ABOVE A MERIT INCREASE - TO THE CEO COMPENSATION, SUCH WILL BE BROUGHT TO THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS FOR APPROVAL. THIS PROCESS WAS LAST COMPLETED DURING FISCAL 2024. FORM 990, PART VI, SECTION B, LINE 15B: THE FOUNDATION DOES NOT HAVE OTHER OFFICERS WHO ARE COMPENSATED AND HAS NO EMPLOYEES WHO MET THE DEFINITION OF KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. |
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