MAKE-A-WISH FOUNDATION OF MASSACHUSETTS AND RHODE ISLAND INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MAKE-A-WISH FOUNDATION OF MASSACHUSETTS AND RHODE ISLAND INC (EIN 22-2867371)
- Tax period
- 2019-09-01 to 2020-08-31
- Filed
- 2021-07-13
- IRS object ID
- 202131949349302158
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-13T20:38:02-05:00 | ReturnTs |
| Tax Period End | 2020-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO JERICHO PLAZA | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222867371 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAKE-A-WISH FOUNDATION OF MASSACHUSETTS | BusinessNameLine1Txt |
| Business Name Line2 | AND RHODE ISLAND INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAKE | BusinessNameControlTxt |
| Phone | 6173679474 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 133 FEDERAL STREET 2ND FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021101703 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHARLOTTE A BEATTIE | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 6173679474 | PhoneNum |
| Signature | 2021-07-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINE KAWECKI | PreparerPersonNm |
| PTIN | P00743140 | PTIN |
| Phone | 5169187000 | PhoneNum |
| Preparation | 2021-07-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SEAN HOLLERAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 133 FEDERAL STREET 2ND FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021101703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,357,238 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MASSRI.WISH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1983 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 33 | TotalEmployeeCnt |
| Total Volunteers | 490 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,107,540 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,757,870 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,800 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,550 | CYProgramServiceRevenueAmt |
| PY Investment Income | $700,475 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,154,258 | CYInvestmentIncomeAmt |
| PY Other Revenue | $13,917 | PYOtherRevenueAmt |
| CY Other Revenue | $4,703 | CYOtherRevenueAmt |
| PY Total Revenue | $8,835,732 | PYTotalRevenueAmt |
| CY Total Revenue | $7,921,381 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,656,318 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,174,558 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,534,420 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,696,527 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,273,159 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,388,318 | PYOtherExpensesAmt |
| CY Other Expenses | $1,559,685 | CYOtherExpensesAmt |
| PY Total Expenses | $7,579,056 | PYTotalExpensesAmt |
| CY Total Expenses | $6,430,770 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,256,676 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,490,611 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,772,341 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,059,588 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $510,040 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,001,314 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,262,301 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,058,274 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,731,818 | ExpenseAmt |
| Grant | $2,174,558 | GrantAmt |
| Revenue | $9,253 | RevenueAmt |
| Desc | SEE SCHEDULE O. | Desc |
| Total Program Service Expenses | $3,731,818 | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 19 | IRPDocumentCnt |
| IRP Document W2 G | 1 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 33 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEAN HOLLERAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6173679474 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 133 FEDERAL STREET 2ND FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| KIM MCCASLIN | ||||||||
| DIRECTOR/CHAIRPERSON | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BRUCE PLATZMAN | ||||||||
| DIRECTOR/VICE-CHAIRPERSON | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALFRED ROSE | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| AMY WARYAS | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREW REES | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDY PHELAN | ||||||||
| DIRECTOR THROUGH 2/27/20 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CHERYL WILKINSON | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID SHEPHERD | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ELAINE KEENE | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES MATTIE | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN WALSH | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH PERRONI | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LEN HO | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LIZ BRUNNER | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MEGAN PACE | ||||||||
| DIRECTOR THROUGH 12/1/19 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL GROSSMAN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RICH GOTHAM | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY GRADY | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLOTTE BEATTIE | ||||||||
| CHIEF EXECUTIVE OFFICER | 50.00 | Yes (X) | $250,537 | $0 | $19,648 | |||
| JOANNE SPILLANE | ||||||||
| VP CORP ALLIANCES & EVNTS | 50.00 | $122,441 | $0 | $14,798 | Yes (X) | |||
| LAUREN COTTER | ||||||||
| WISH PROGRAM DIRECTOR | 50.00 | $100,463 | $0 | $13,759 | Yes (X) | |||
| JULIE ABEL | ||||||||
| MEDICAL OUTREACH DIRECTOR | 50.00 | $100,001 | $0 | $13,671 | Yes (X) | |||
| DAVID HANSON | ||||||||
| FORMER COO THROUGH 7/19/19 | 50.00 | $112,845 | $0 | $11,163 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $686,287 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $73,039 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $977,095 | FundraisingAmt |
| All Other Contributions | $4,780,775 | AllOtherContributionsAmt |
| Noncash Contributions | $512,910 | NoncashContributionsAmt |
| Total Contributions | $5,757,870 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WISH ASSIST FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,550 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,550 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,550 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $240,218 | TotalRevenueColumnAmt |
| Exclusion | $240,218 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,222,124 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,308,084 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,914,040 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,914,040 | TotalRevenueColumnAmt |
| Exclusion | $1,914,040 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $127,773 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $977,095 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $127,773 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REBATES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,703 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,703 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,703 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,921,381 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,253 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,154,258 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,000 | TotalAmt |
| Program Services | $100,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,074,558 | TotalAmt |
| Program Services | $2,074,558 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $301,222 | TotalAmt |
| Program Services | $39,159 | ProgramServicesAmt |
| Management And General | $228,929 | ManagementAndGeneralAmt |
| Fundraising | $33,134 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,964,151 | TotalAmt |
| Program Services | $639,700 | ProgramServicesAmt |
| Management And General | $587,217 | ManagementAndGeneralAmt |
| Fundraising | $737,234 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,003 | TotalAmt |
| Program Services | $22,861 | ProgramServicesAmt |
| Management And General | $21,299 | ManagementAndGeneralAmt |
| Fundraising | $24,843 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,480 | TotalAmt |
| Program Services | $67,363 | ProgramServicesAmt |
| Management And General | $55,549 | ManagementAndGeneralAmt |
| Fundraising | $66,568 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,671 | TotalAmt |
| Program Services | $55,821 | ProgramServicesAmt |
| Management And General | $56,826 | ManagementAndGeneralAmt |
| Fundraising | $60,024 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,722 | TotalAmt |
| Management And General | $40,722 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,283 | TotalAmt |
| Program Services | $15,098 | ProgramServicesAmt |
| Management And General | $157,231 | ManagementAndGeneralAmt |
| Fundraising | $44,954 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,034 | TotalAmt |
| Program Services | $14,666 | ProgramServicesAmt |
| Management And General | $11,388 | ManagementAndGeneralAmt |
| Fundraising | $16,980 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $470,641 | TotalAmt |
| Program Services | $183,307 | ProgramServicesAmt |
| Management And General | $136,621 | ManagementAndGeneralAmt |
| Fundraising | $150,713 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,193 | TotalAmt |
| Program Services | $1,158 | ProgramServicesAmt |
| Management And General | $9,979 | ManagementAndGeneralAmt |
| Fundraising | $1,056 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,900 | TotalAmt |
| Program Services | $2,217 | ProgramServicesAmt |
| Management And General | $3,039 | ManagementAndGeneralAmt |
| Fundraising | $5,644 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,081 | TotalAmt |
| Program Services | $32,792 | ProgramServicesAmt |
| Management And General | $24,384 | ManagementAndGeneralAmt |
| Fundraising | $26,905 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| NATIONAL DUES | $548,985 | $406,249 | $76,858 | $65,878 |
| WISH PERKS | $49,883 | $49,883 | ||
| REPAIRS & MAINTENANCE | $27,361 | $10,361 | $7,704 | $9,296 |
| PRINTING & SUBSCRIPTION | $25,953 | $4,484 | $432 | $21,037 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,649 | TotalAmt |
| Program Services | $12,141 | ProgramServicesAmt |
| Management And General | $7,615 | ManagementAndGeneralAmt |
| Fundraising | $8,893 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,430,770 | TotalAmt |
| Program Services | $3,731,818 | ProgramServicesAmt |
| Management And General | $1,425,793 | ManagementAndGeneralAmt |
| Fundraising | $1,273,159 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,018 | TotalAmt |
| Program Services | $6,009 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $6,009 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,835,303 | BOYAmt |
| EOY | $2,669,927 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,493 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $999,997 | BOYAmt |
| EOY | $902,979 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,513 | BOYAmt |
| EOY | $318,847 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $872,948 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $245,984 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $711,045 | BOYAmt |
| EOY | $626,964 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,916,679 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $12,483,236 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,311 | BOYAmt |
| EOY | $57,635 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,772,341 | BOYAmt |
| EOY | $17,059,588 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $376,942 | BOYAmt |
| EOY | $303,671 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $438,900 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,098 | BOYAmt |
| EOY | $258,743 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $510,040 | BOYAmt |
| EOY | $1,001,314 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,937,120 | BOYAmt |
| EOY | $14,750,328 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,325,181 | BOYAmt |
| EOY | $1,307,946 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,262,301 | BOYAmt |
| EOY | $16,058,274 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,772,341 | BOYAmt |
| EOY | $17,059,588 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,490,611 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$694,638 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,883,268 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,895,207 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,348,742 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,107,540 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,757,870 | CurrentTaxYearAmt |
| Total | $34,992,627 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,883,268 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,895,207 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,348,742 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,107,540 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,757,870 | CurrentTaxYearAmt |
| Total | $34,992,627 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $185,704 | SubstantialContributorsTotAmt |
| Public Support Total170 | $34,806,923 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $209,818 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $277,659 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $362,258 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $385,248 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $240,218 | CurrentTaxYearAmt |
| Total | $1,475,201 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $472,917 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $460,098 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $512,309 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $576,083 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $132,476 | CurrentTaxYearAmt |
| Total | $2,153,883 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $38,621,711 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $70,350 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.90120 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89550 | 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 - 2015 AMOUNT: $ 460,815. 2016 AMOUNT: $ 443,048. 2017 AMOUNT: $ 507,123. 2018 AMOUNT: $ 562,166. 2019 AMOUNT: $ 127,773. OTHER REVENUE - 2015 AMOUNT: $ 7,382. 2016 AMOUNT: $ 13,070. 2017 AMOUNT: $ 5,186. 2018 AMOUNT: $ 13,917. 2019 AMOUNT: $ 4,703. GROSS GAMING REVENUE - 2015 AMOUNT: $ 4,720. 2016 AMOUNT: $ 3,980. 2017 AMOUNT: $ 0. 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 0. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,308,651 | BeginningYearBalanceAmt |
| Contributions | $615,451 | ContributionsAmt |
| Investment Earnings Or Losses | $1,459,620 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,087,516 | OtherExpendituresAmt |
| Administrative Expenses | $40,722 | AdministrativeExpensesAmt |
| End Year Balance | $9,255,484 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,428,508 | BeginningYearBalanceAmt |
| Contributions | $714,126 | ContributionsAmt |
| Investment Earnings Or Losses | $167,852 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $958,084 | OtherExpendituresAmt |
| Administrative Expenses | $43,751 | AdministrativeExpensesAmt |
| End Year Balance | $8,308,651 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,742,134 | BeginningYearBalanceAmt |
| Contributions | $701,161 | ContributionsAmt |
| Investment Earnings Or Losses | $964,622 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $963,127 | OtherExpendituresAmt |
| Administrative Expenses | $16,282 | AdministrativeExpensesAmt |
| End Year Balance | $8,428,508 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,113,660 | BeginningYearBalanceAmt |
| Contributions | $580,020 | ContributionsAmt |
| Investment Earnings Or Losses | $1,037,847 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $960,631 | OtherExpendituresAmt |
| Administrative Expenses | $28,762 | AdministrativeExpensesAmt |
| End Year Balance | $7,742,134 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,141,417 | BeginningYearBalanceAmt |
| Contributions | $513,748 | ContributionsAmt |
| Investment Earnings Or Losses | $540,471 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,056,347 | OtherExpendituresAmt |
| Administrative Expenses | $25,629 | AdministrativeExpensesAmt |
| End Year Balance | $7,113,660 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.82000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.01000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.17000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,350 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,723 | DepreciationAmt |
| Book Value | $8,627 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,371 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,547 | DepreciationAmt |
| Book Value | $6,824 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $839,227 | OtherCostOrOtherBasisAmt |
| Depreciation | $227,714 | DepreciationAmt |
| Book Value | $611,513 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $626,964 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES | Desc |
| Book Value | $12,483,236 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $12,483,236 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $133,543 |
| DEFERRED REVENUE | $125,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $258,743 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,589,220 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$694,638 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $433,262 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$261,376 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,850,596 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $40,722 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,030,063 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,070,785 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,921,381 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,823,310 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $433,262 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $433,262 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,390,048 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $40,722 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $40,722 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,430,770 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION'S ENDOWMENT CONSISTS OF SEVERAL INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE FOUNDATION HAS INTERPRETED THE MASSACHUSETTS UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UPMIFA) AS REQUIRING THE PRESERVATION OF THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE OF THE DONOR-RESTRICTED ENDOWMENT FUNDS ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. AS A RESULT OF THIS INTERPRETATION THE FOUNDATION CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS (A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO PERMANENT ENDOWMENT, (C) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. THE REMAINING PORTION OF THE DONOR-RESTRICTED ENDOWMENT FUNDS THAT IS NOT CLASSIFIED IN PERMANENTLY RESTRICTED NET ASSETS IS CLASSIFIED AS TEMPORARILY RESTRICTED NET ASSETS UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY THE FOUNDATION IN A MANNER CONSISTENT WITH THE STANDARD OF PRUDENCE PRESCRIBED BY UPMIFA. |
| PART X, LINE 2: | MANAGEMENT BELIEVES THAT NO UNCERTAIN TAX POSITIONS EXIST FOR THE FOUNDATION AT AUGUST 31, 2020 AND 2019. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | CHANGE IN NET ASSETS FROM NON-OPERATING ACTIVITIES 1,030,063. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $562,041 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $557,553 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $4,488 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $0 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $4,410 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $78 | OtherDirectExpensesEvent1Amt |
| Event2 | EVENING OF WISHES | Event2Nm |
| Gross Receipts Event2 | $239,575 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $146,434 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $93,141 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $47,514 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $41,425 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $4,202 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $303,252 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $273,108 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $30,144 | GrossRevenueOtherEventsAmt |
| Food And Beverage Other Events | $24,508 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $2,437 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $3,199 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,104,868 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $977,095 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $127,773 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $72,022 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $48,272 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $7,479 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $127,773 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAKE-A-WISH FOUNDATION OF AMERICA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1702 E HIGHLAND AVENUE SUITE 400 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 860481941 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $100,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Purpose Of Grant | WISH GRANTING | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | WISHES GRANTED | GrantTypeTxt |
| Recipient | 239 | RecipientCnt |
| Cash Grant | $214,449 | CashGrantAmt |
| Non Cash Assistance | $1,860,109 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | TRAVEL, M&E, SUPPLIES | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MAKE-A-WISH FOUNDATION OF MASSACHUSETTS AND RHODE ISLAND, INC. GRANTS WISHES TO SELECTED BENEFICIARIES THAT MEET THE SPECIFIC CRITERIA FOR THE WISH GRANTING PROGRAM. THE ORGANIZATION GENERALLY REMITS FUNDS DIRECTLY TO THE VENDORS FOR THE WISH EXPENSES, WITH THE EXCEPTION OF TRAVEL STIPENDS (I.E., MEALS, TIPS, GAS, ETC.) FROM A STANDARDIZED BUDGET. ALL WISH EXPENSES ARE REVIEWED BY THE WISH DIRECTOR AND ARE APPROVED BY THE PRESIDENT/CEO. THE SUPPORTING WISH EXPENSE DOCUMENTATION (I.E., INVOICES AND STATEMENTS) IS RETAINED BY THE ORGANIZATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLOTTE BEATTIE | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $225,537 | $0 | $25,000 | $0 | $0 | $0 | $10,600 | $0 | $9,048 | $0 | $270,185 | $0 | $0 | $0 |
| DAVID HANSON | ||||||||||||||
| FORMER COO THROUGH 7/19/19 | $95,135 | $0 | $0 | $0 | $17,710 | $0 | $6,000 | $0 | $5,163 | $0 | $124,008 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4A | DAVID HANSON RECEIVED SEVERANCE IN THE AMOUNT OF $16,667, PURSUANT TO A SEPARATION AGREEMENT. |
| PART I, LINE 7 | THE ORGANIZATION PROVIDED A NON-FIXED BONUS TO THE CEO & V.P. OF CORPORATE ALLIANCE AND EVENTS. BONUSES GIVEN ARE BASED ON COMPENSATION DATA AND RESEARCH, AS WELL AS ON INDIVIDUAL PERFORMANCE; CEO BONUSES ARE AT THE DISCRETION OF THE BOARD; ALL OTHER BONUSES ARE GIVEN WITH AUTHORITY FROM THE BOARD. |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | GIFT/ENT/PARK | 112 | $278,660 | COST/SELLING PRICE |
| Yes (X) | OTHER | 279 | $113,241 | COST/SELLING PRICE |
| Yes (X) | SPORTING EVENTS | 15 | $49,656 | COST/SELLING PRICE |
| Yes (X) | PLAYSET/POOL | 19 | $44,068 | COST/SELLING PRICE |
| Yes (X) | THEME PARK | 66 | $27,285 | COST/SELLING PRICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE AMOUNT IN COLUMN (B) REFERS TO THE NUMBER OF CONTRIBUTIONS RECEIVED. |
| PART I, LINE 32B: | THE ORGANIZATION HIRED AN OUTSIDE AUCTIONEER TO AUCTION OFF THE ITEMS AT EVENING OF WISHES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1: | THE MAKE-A-WISH FOUNDATION OF MASSACHUSETTS AND RHODE ISLAND, INC. CREATES LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES. |
| FORM 990, PART III, LINE 1: | THE MAKE-A-WISH FOUNDATION OF MASSACHUSETTS AND RHODE ISLAND, INC. CREATES LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES. OUR ORGANIZATION STRIVES TO REACH EACH ELIGIBLE CHILD IN MASSACHUSETTS AND RHODE ISLAND TO DELIVER HIGH QUALITY WISH EXPERIENCES EXCLUSIVELY TO THE DELIGHT OF THE CHILDREN AND THEIR FAMILIES. WE GRANT THESE WISHES THROUGH AN ORGANIZATION THAT CONSISTENTLY FUNCTIONS AT THE HIGHEST LEVEL AND DOES SO WITH UNQUESTIONED INTEGRITY AND ETHICS. WE DEVELOP THE NECESSARY FINANCIAL RESOURCES AND USE THOSE RESOURCES EFFICIENTLY, AND ENSURE BROAD AWARENESS OF OUR WORK IN OUR COMMUNITY. |
| FORM 990, PART III, LINE 4A: | THE FOUNDATION GRANTED 239 WISHES TO CHILDREN WITH CRITICAL ILLNESSES THROUGHOUT MASSACHUSETTS AND RHODE ISLAND. THE WISHES FOR THE CURRENT YEAR WERE AS FOLLOWS: 87 WISHES -DISNEY WORLD, 36 WISHES - SHOPPING SPREE (TRAVEL AND LOCAL), 32 WISHES - TRAVEL/CRUISE (DOMESTIC AND INTERNATIONAL),19 WISHES - COMPUTER/ELECTRONICS, 14 WISHES - CELEBRITY MEETINGS (TRAVEL AND LOCAL),11 WISHES - TRAILER/CAMPER, 9 WISHES - PLAY SET/PLAYHOUSE, 31 WISHES - OTHER, ROOM REDECORATION, CONSTRUCTION, ANIMAL, MOTORIZED VEHICLE, SWIMMING POOL, MEDICAL EQUIPMENT, SPORTS EQUIPMENT, HOT TUB, MUSICAL INSTRUMENT. THE TOTAL GOAL OF OUR PROGRAM IS TO BRING HOPE, STRENGTH AND JOY INTO THE LIVES OF THESE CHILDREN AND THEIR FAMILIES THROUGH THE WISH PROCESS. TOTAL WISH GRANTING EXPENSE FOR THE FISCAL YEAR WAS $2,441,250. OF THIS AMOUNT, $366,692 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 $366,692 OF CONTRIBUTED SERVICES AND USE OF FACILITIES BE EXCLUDED FROM BOTH REVENUE AND EXPENSE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF DIRECTORS HAS DELEGATED THE REVIEW OF THE FORM 990 TO THE AUDIT COMMITTEE. THE ORGANIZATION'S FINANCE STAFF WORKS CLOSELY WITH THE OUTSIDE ACCOUNTING FIRM IT ENGAGES TO REVIEW THE RETURN AND THE FINAL DRAFT OF THE FORM 990 IS REVIEWED BY THE CEO BEFORE SUBMITTING TO THE AUDIT COMMITTEE. IN ADDITION TO CONSULTING WITH THE FINANCE STAFF, THE AUDIT COMMITTEE ALSO REVIEWS AND DISCUSSES THE FINAL RETURN WITH THE CEO, FINANCE STAFF, AND OUTSIDE ACCOUNTING FIRM AS PART OF ITS REVIEW OF THE DRAFT RETURN. THE ENTIRE BOARD RECEIVES A COPY OF THE RETURN PRIOR TO FILING. THE CEO ADVISES THE BOARD OF DIRECTORS THAT THE RETURN HAS BEEN REVIEWED AND IS READY TO BE FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE EXECUTIVE COMMITTEE OF THE BOARD, OFFICERS OF THE BOARD, AND THE CEO ARE CHARGED WITH MONITORING AND ENSURING THAT NO POTENTIAL CONFLICT OF INTEREST EXISTS. EVERY BOARD AND STAFF MEMBER IS REQUIRED TO REVIEW AND SIGN A CONFLICT OF INTEREST AND ETHICS FORM AT THE START OF THEIR SERVICE WITH THE ORGANIZATION. THE CONFLICT OF INTEREST AND ETHICS FORMS ARE SUBSEQUENTLY REVIEWED AND SIGNED ANNUALLY. THIS PROCESS AND THE FORM SERVES AS A REMINDER TO EACH BOARD MEMBER AND STAFF MEMBERS THAT ANY POTENTIAL CONFLICT OF INTEREST MUST BE SHARED WITH THE CEO AND EXECUTIVE COMMITTEE. AT THE TIME THE CONFLICT ARISES THE PROCEDURE FOR ADDRESSING ANY CONFLICT OF INTEREST INCLUDES BUT IS NOT LIMITED TO THE FOLLOWING (1) THE CONFLICTING INTEREST IS FULLY DISCLOSED TO THE EXECUTIVE COMMITTEE, (2) THE INTERESTED PERSON RESPONDS TO FACTUAL QUESTIONS RELATED TO THE SUBSTANCE OF THE TRANSACTION OR ARRANGEMENT BEING CONSIDERED, (3) THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION, (4) THE TRANSACTION MUST BE APPROVED BY A MAJORITY OF THE EXECUTIVE COMMITTEE AND/OR DISINTERESTED PERSONS. |
| FORM 990, PART VI, SECTION B, LINE 15A | PROCESS FOR DETERMINING COMPENSATION OF THE CEO: THE BOARD EXECUTIVE COMMITTEE CONDUCTS AN EVALUATION OF THE CEO'S PERFORMANCE. IN ADDITION, THE EXECUTIVE COMMITTEE CONDUCTS A SURVEY OF THE COMPENSATION OF EXECUTIVES AT COMPARABLY SIZED NON-PROFITS IN THE AREA AS WELL AS IN THE MAKE-A-WISH NETWORK .THE EXECUTIVE COMMITTEE REVIEWS THE CEO'S PERFORMANCE AND DISCUSSES THE RESULTS OF THE COMPENSATION SURVEYS. THEY SHARE THE PERFORMANCE REVIEW WITH THE BOARD OF DIRECTORS AND PRESENT A RECOMMENDATION TO THE BOARD OF DIRECTORS OF ANY COMPENSATION CHANGES. THE BOARD OF DIRECTORS DISCUSSES THE PERFORMANCE EVALUATION AND VOTES TO APPROVE THE EVALUATION AND COMPENSATION OF THE CHIEF EXECUTIVE OFFICER. THE COMMITTEES WRITTEN RECORDS INCLUDE THE (1) TERMS OF THE SALARY INCREASE WITH THE PERSON (INCLUDING THE DATE THE ARRANGEMENT WAS APPROVED), (2) A LIST OF MEMBERS PRESENT DURING THE DISCUSSION ON THE TRANSACTION (AND HOW THE MEMBERS VOTED WHEN IT WAS APPROVED), AND (3) A DESCRIPTION OF THE COMPARABLE DATA RELIED ON BY THE COMMITTEE. KEY DELIBERATIONS OF THE COMMITTEE ARE ALSO DOCUMENTED IN MINUTES WHICH WERE APPROVED. FORM 990, PART VI, SECTION B, LINE 15B: PROCESS FOR DETERMINING COMPENSATION FOR OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION: THE CEO RECOMMENDS THE COMPENSATION POOL AND THE BOARD APPROVES IT DURING THE BUDGET PROCESS BEFORE THE START OF THE FISCAL YEAR. THE CEO USES THIS INFORMATION AS WELL AS INFORMATION ASCERTAINED FROM A SURVEY OF THE COMPENSATION OF KEY EMPLOYEES AT COMPARABLY SIZED NON-PROFIT ORGANIZATIONS TO DETERMINE THE APPROPRIATE RANGE FOR EACH KEY POSITION. DETERMINATION OF ANY COMPENSATION INCREASE IS BASED ON INFORMATION GAINED FROM THE SURVEY, THE PRE-DETERMINED BUDGET AS WELL AS PERFORMANCE OF THE EMPLOYEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | WHILE FEDERAL TAX LAWS DO NOT MANDATE THAT THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION, THE ORGANIZATION MAKES ITS AUDITED FINANCIAL STATEMENTS AND FORM 990 AVAILABLE UPON REQUEST AND ON ITS WEBSITE. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE ALSO AVAILABLE UPON REQUEST WITH INSPECTION AT AN OFFICE OF THE ORGANIZATION. IN ADDITION, THE ENTITY'S FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE MASSACHUSETTS ATTORNEY GENERAL'S OFFICE. |
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