2018-01-12T15:26:39-06:00 2017-08-31 391453055 VRAKAS SC 445 SOUTH MOORLAND RD SUITE 400 BROOKFIELD WI 53005 990 2016-09-01 391543541 MAKE-A-WISH FOUNDATION OF WISCONSININC MAKE 2627814445 11020 W PLANK COURT NO 200 WAUWATOSA WI 53226 PATTI GORSKY POLLACK PRESIDENT & CEO 2627814445 2018-01-12 1 MARY ELLEN MICHAELSON P00748764 2627970400 64.88.174.3 2018-01-12 11:45:57 CS P B9E59A3420EA9C38B4D4F5006140B7C51EBBE6E4 95586DB1F39C52DDA7460F3236D3783723C3D819 2016 2021-01-29 14:40:06Z PATTI GORSKY POLLACK 11020 W PLANK COURT NO 200 WAUWATOSA WI 53226 8364365 0 X WWW.WISCONSIN.WISH.ORG X 1984 WI GRANTING WISHES OF CHILDREN WITH LIFE-THREATENING MEDICAL CONDITIONS TO (CONTINUED ON SCHEDULE O) ENRICH THE HUMAN EXPERIENCE WITH HOPE, STRENGTH, AND JOY. 20 20 23 612 0 0 6461528 6892472 5100 5025 471423 517878 -420994 -487043 6517057 6928332 4156271 3680588 0 0 1677732 1758123 0 0 1255274 900381 1206610 6734384 6645321 -217327 283011 12468460 12927151 3779562 3394662 8688898 9532489 X THE MAKE-A-WISH FOUNDATION OF WISCONSIN GRANTS THE WISHES OF CHILDREN WITH LIFE-THREATENING MEDICAL CONDITIONS TO ENRICH THE HUMAN EXPERIENCE WITH HOPE, STRENGTH, AND JOY. 0 0 4994415 3680588 5025 WE GRANT THE WISHES OF CHILDREN WITH LIFE-THREATENING MEDICAL CONDITIONS TO ENRICH THE HUMAN EXPERIENCE WITH HOPE, STRENGTH AND JOY. ACCORDING TO A NATIONAL STUDY, A WISH COME TRUE HELPS CHILDREN FEEL STRONGER, MORE ENERGETIC, MORE WILLING AND ABLE TO BATTLE THEIR LIFE-THREATENING MEDICAL CONDITIONS. FOR MANY OF THEM IT MARKS A TURNING POINT IN THE FIGHT AGAINST THEIR ILLNESS. MAKE-A-WISH WISCONSIN GRANTED 400 WISCONSIN WISHES, UP 7% OVER FY2016. $1,113,706 OF DONATED SERVICES WERE PROVIDED TO SUPPORT THESE PROGRAMS.IN APRIL 2017, MAKE-A-WISH WISCONSIN GRANTED ITS 6,000TH WISH. (CONTINUED ON SCHEDULE O)CHARITY NAVIGATOR ONCE AGAIN GAVE MAKE-A-WISH FOUNDATION OF WISCONSIN, INC. (MAKE-A-WISH WISCONSIN) A 4-STAR RATING OUT OF 4.THE PERCENTAGE OF FUNDS RAISED GOING DIRECTLY TO MISSION IS 79%.SEVERAL INTERNAL FUNDRAISERS, INCLUDING WISH NIGHT, WALK FOR WISHES, MAKE-A-WISH WISCONSIN GOLF OUTING AND GOURMET WISHES ALL BROKE FUNDRAISING RECORDS.MAKE-A-WISH WISCONSIN HOSTED ITS SECOND AIR MILES TELETHON ON WITI-TV FOX6 AND RAISED MORE THAN 1.5 MILLION MILES.MAKE-A-WISH WISCONSIN WAS AWARDED A BEST PLACES TO WORK AWARD BY THE MILWAUKEE BUSINESS JOURNAL AND WAS A FINALIST FOR BIZTIMES NONPROFIT OF THE YEAR.MAKE-A-WISH WISCONSIN IS ACCREDITED BY THE WISCONSIN BETTER BUSINESS BUREAU AND WAS A PREVIOUS RECIPIENT OF THE TORCH AWARD FOR ETHICS & INTEGRITY.MAKE-A-WISH WISCONSIN HAS TWO REGIONAL OFFICES TO MAKE SURE EVERY ELIGIBLE CHILD IN THE STATE OF WISCONSIN RECEIVES A WISH. NORTHEAST WI REGIONAL OFFICE100 W. COLLEGE AVE. STE. 50EAPPLETON, WI 54911920-993-9994NORTHEASTWISCONSIN@WISCONSIN.WISH.ORGMADISON REGIONAL OFFICE1 S. PICKNEY ST. STE. 40MADISON, WI 53703608-252-4321MADISON@WISCONSIN.WISH.ORGSEVENTEEN-YEAR-OLD ISABELLE IS FIGHTING A BATTLE EVERY DAY. SHE IS LIVING WITH A RARE GASTROINTESTINAL DISORDER THAT HAS RESULTED IN CONSTANT HOSPITAL STAYS, SURGERIES, TREATMENTS, PAIN, UNCERTAINTY AND A LIMIT TO HER MOBILITY. ISABELLE WISHED TO SEE THE MOUNTAINS, SO MAKE-A-WISH WISCONSIN SENT HER TO BEAVER CREEK, COLORADO. SHE WAS TREATED LIKE ROYALTY, AND THANKS TO GENEROUS DONORS, ISABELLE RECEIVED A WISH EXPERIENCE THAT SIGNIFICANTLY IMPACTED HER LIFE.ISABELLE WROTE ABOUT HER WISH, "THIS MAKE-A-WISH TRIP HAS PROVIDED ME RELAXATION. IT'S BEEN THE FIRST TIME IN MONTHS I HAVE HAD DAYS WHERE I AM NOT CONCERNED BY MY HEALTH. MY MIND IS ABLE TO BE IN A REALM OF PEACE AND LIVING IN THE 'NOW.' THE DAYS BEFORE WE ENTERED THIS VOYAGE I GOT THE MESSAGE THAT NOT ONLY ARE MY RESPIRATORY MUSCLE STRENGTHS WEAKENED, BUT MY LUNG VOLUME IS ALSO NOW STARTING TO DECREASE. HEARING MY LUNGS THAT I HAVE BEEN WORKING SO HARD TO HEAL, ARE WORSENING CAUSED A RIPPLE OF EMOTIONS. I CRIED. I TALKED. I SOBBED. I GOT ANGRY. I GOT SAD. I WAS CONFUSED, SO VERY CONFUSED. I FELT TRAPPED BECAUSE I WANTED NOTHING OTHER THAN IMPROVEMENTS INSTEAD OF MY LUNGS WORSENING. LITTLE DID I KNOW THAT LESS THAN 12 HOURS LATER I WOULD BE IN A STATE OF SOMETHING MAGICAL. I WOULD HAVE DAYS WHERE I WOULD BE SURROUNDED BY THE MOST DELIGHTFUL INDIVIDUALS TO CHAT WITH. MY FAMILY AND I WOULD CREATE MORE MEMORIES THAN I CAN TELL. SEEING THE MOUNTAINS AND EXPERIENCING THESE THINGS HAS HEIGHTENED MY ZEST FOR LIFE. I NOW SAVOR EACH MOMENT EVEN MORE. I HAVE ALWAYS LOVED LIFE, EVEN WHEN SICK. I LOVE TO FIND THE PEACE WITHIN THE FIGHT. AND TO GRASP ONTO THAT PEACE WITHIN THE FIGHT. AND THIS TRIP DEFINED THAT EVEN MORE. I LOOK TO THE MOUNTAINS AND BACK TO MY FAMILY AND IT CONFIRMS MY CONSTANT BELIEF, LIFE IS ALWAYS SO BEAUTIFUL. LIFE IS BEAUTIFUL."AFTER RETURNING FROM HER WISH, THE MEMORIES HAVE CONTINUED TO STRENGTHEN ISABELLE AND GIVE HER HOPE. SHE SAYS, "MEMORIES HEAL AND NURTURE, CAPTURING THE MOMENTS OF LIFE. TODAY I WAS IN THE MOUNTAINS, LOOKING AT THE BEAUTY AND BUNDLED UP IN MY COAT AND SCARF. I WAS ENJOYING HOT COCOA AS I LOOKED AT THE CRISP SNOWFLAKES FALLING. TRUTH WAS I WAS LAYING ON THE IR TABLE FOR OVER TWO HOURS. TODAY I GOT A NEW PICC LINE AND A NEW GJ TUBE AS BOTH OF THOSE DEVICES BROKE YESTERDAY. IT TOOK OVER THREE TUBE PLACEMENTS AND THE WHOLE TIME WITHOUT PAIN RELIEF... HOWEVER, THE MEMORIES MAKE-A-WISH WISCONSIN CREATED FOR ME ALLOWED MY MIND TO PROTECT ITSELF AND GO BACK TO THE PLACE I WILL FOREVER LOVE, COLORADO."LEARN HOW YOU CAN MAKE AN IMPACT ON WISH KIDS LIKE ISABELLE BY VISITING WISCONSIN.WISH.ORG. 4994415 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 9 0 1 23 1 0 0 0 0 0 1 1 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 WI X X KATHY LAPORTE 2627814445 11020 W PLANK CT SUITE 200 WAUWATOSA WI 53226 THOR GILBERTSON VICE CHAIRMAN 5.00 X X 0 0 0 BRENDA BRANDT TREASURER 5.00 X X 0 0 0 ANDREW ARMSTRONG DIRECTOR 2.00 X 0 0 0 PAMELA HENSON DIRECTOR 2.00 X 0 0 0 GLENN KENNEDY SECRETARY 5.00 X X 0 0 0 PATRICK WALSH CHAIRMAN OF THE BOARD 5.00 X X 0 0 0 JOHN GEBHARDT DIRECTOR 2.00 X 0 0 0 AMY GIUFFRE VP FUNDRAISING 5.00 X X 0 0 0 KARA KAISER DIRECTOR 2.00 X 0 0 0 JIM SARTORI DIRECTOR 2.00 X 0 0 0 KATHY BUBECK DIRECTOR 2.00 X 0 0 0 BARBARA GURICAN VP LEGAL 5.00 X X 0 0 0 SCOTT BLAKE DIRECTOR 2.00 X 0 0 0 SHEILA DODDS VP WISHGRANTING 5.00 X X 0 0 0 STEVEN STARK DIRECTOR 2.00 X 0 0 0 ERIC STAHRE DIRECTOR 2.00 X 0 0 0 LUIS ARROYO DIRECTOR 2.00 X 0 0 0 DAVID DEAN DIRECTOR 2.00 X 0 0 0 PETER DUBACK DIRECTOR 2.00 X 0 0 0 JOSEPH IMHOFF DIRECTOR 2.00 X 0 0 0 PATTI GORSKY POLLACK PRESIDENT & CEO 65.00 X 186315 0 37433 KATHY LAPORTE CFO 55.00 X 124323 0 30836 310638 0 68269 2 0 1 0 0 1809826 5082646 1377500 6892472 WISH ASSIST REVENUE 900099 5025 5025 5025 246632 246632 1080001 808755 271246 271246 271246 125100 1809826 624089 -498989 -498989 15660 3189 12471 12471 OTHER INCOME 900099 -525 -525 -525 6928332 5025 0 30835 3680588 3680588 333091 166679 36040 130372 998975 411150 180529 407296 181788 79497 28924 73367 146660 56002 24896 65762 97609 43439 15340 38830 5568 5568 70883 40018 5091 25774 26794 11559 3594 11641 186201 93201 20097 72903 29620 5961 229 23430 125284 42209 4004 79071 218071 172276 19626 26169 148777 72744 20238 55795 PRINTING AND PUBLICATIO 119530 3960 53 115517 POSTAGE 73353 19322 5398 48633 INVESTMENT FEES 66929 30404 11433 25092 BANK FEES 55478 27761 6003 21714 80122 37645 8569 33908 6645321 4994415 395632 1255274 276418 140916 840898 580092 63412 76416 82591 48343 45479 50879 1071710 293627 919442 778083 6773888 7881220 3466332 3371202 12468460 12927151 393210 432119 2929553 2529171 456799 433372 3779562 3394662 X 8000601 9034260 688297 498229 8688898 9532489 12468460 12927151 283011 560580 0 X 0 1 X 1 0 X 5303428 5763154 6634163 6461528 6892472 31054745 5303428 5763154 6634163 6461528 6892472 31054745 5655426 25399319 230728 231082 237091 236291 246632 1181824 32236569 7927840 0.78790 0.82200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 687303 110362 576941 117922 86041 31881 266485 97224 169261 778083 BAIRD BONDS 3371202 F 3371202 DEFERRED RENT 433372 433372 X 8608160 560580 1315128 1875708 6732452 195880 195880 6928332 7764569 1119248 1119248 6645321 0 6645321 PART X, LINE 2: MANAGEMENT BELIEVES THAT NO UNCERTAIN TAX POSITIONS EXIST FOR THE FOUNDATION AT AUGUST 31, 2017. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONATED SERVICE EXPENSES INCLUDED IN SPECIAL EVENTS 195,880. WISH NIGHT 554735 479735 75000 271877 RADIOATHON 233664 233664 3799 8 1146527 1096427 50100 348413 1934926 1809826 125100 624089 624089 -498989 15660 500 2689 0 15660 500 2689 3189 12471 WI 1 0 0 0 1.00000 KATHY LAPORTE 11020 W PLANK COURT SUITE 200 WAUWATOSA WI 53226 0 KATHY LAPORTE 1000 RECORDKEEPING AND REPORTING TO WISCONSIN. CALCULATING REVENUE AND COORDINATING VOLUNTEERS AT EVENT. X 0 1 WISHES FOR CHILDREN WITH LIFE-THREATENING MEDICAL CONDITIONS. THE WISHES ARE CATEGORIZED INTO THE FOLLOWING: TRIPS, ELECTRONICS, EDUCATION, BEDROOM DECORATING AND THE LIKE, BACKYARD ACTIVITIES AND RENOVATIONS, SHOPPING SPREES, SWIMMING POOLS, CAR RESTORATION, PETS AND CELEBRITY MEETINGS. 400 620893 3059695 COST NON-CASH ASSISTANCE IS IN-KIND DONATED ITEMS RECEIVED FOR PURPOSES OF FULFILLING WISHES. FORM 990, SCHEDULE I, PART I, QUESTION 2 MAKE A WISH FOUNDATION OF WISCONSIN DOES NOT PROVIDE CASH GRANTS TO INDIVIDUALS, BUT RATHER GRANTS WISHES TO ELIGIBLE BENEFICIARIES THAT MEET THE SPECIFIC MEDICAL CRITERIA FOR THE WISH GRANTING PROGRAM. THE ORGANIZATION GENERALLY ALLOCATES FUNDS DIRECTLY TO THE VENDORS FOR THE WISH EXPENSES, WITH THE EXCEPTION OF TRAVEL STIPENDS (I.E. MEALS, TIPS, GAS, ETC) FROM A STANDARDIZED WISH BUDGET. ALL WISH EXPENSES ARE DEVELOPED BY THE DIRECTOR OF MISSION DELIVERY AND WISH COORDINATORS AND REVIEWED BY THE PRESIDENT & CEO, THEN APPROVED BY THE BOARD OF DIRECTORS. THE SUPPORTING WISH EXPENSE DOCUMENTATION (I.E. INVOICES AND STATEMENTS) IS RETAINED BY THE ORGANIZATION. X X X 0 0 0 0 0 0 0 0 0 PATTI GORSKY POLLACK PRESIDENT & CEO 186315 0 0 0 0 0 0 0 37433 0 223748 0 0 0 KATHY LAPORTE CFO 124323 0 0 0 0 0 0 0 30836 0 155159 0 0 0 X ITEMS RECEIVED FOR GRANTING WISHES AND EVENTS 4129 1377500 FAIR MARKET VALUE 0 0 0 PART I, COLUMN (B): PART I, TYPES OF PROPERTY; ITEMS RECEIVED ARE USED FOR GRANTING WISHES, HOLDING INTERNAL EVENTS AND FOR ADMINISTRATIVE USES. THE NUMBER OF CONTRIBUTED ITEMS WAS 4,129 DURING THE FISCAL YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE COMMITTEE WILL RECEIVE AN ELECTRONIC COPY FOR REVIEW. A SUBSEQUENT CONFERENCE CALL WILL BE HELD TO DISCUSS AND APPROVE THE RETURN. THE FULL BOARD WILL THEN RECEIVE A COPY OF THE COMPLETED RETURN PRIOR TO FILING. THE PRESIDENT & CEO, PATTI GORSKY POLLACK WILL SIGN THE RETURN ONCE APPROVED. FORM 990, PART VI, SECTION B, LINE 12C AN ANNUAL CONFLICT OF INTEREST FORM, AIMED AT DETERMINING ANY FAMILY AND BUSINESS RELATIONSHIPS AND TRANSACTIONS OR OTHER TRANSACTIONS THAT MAY POSE A POTENTIAL CONFLICT, IS DISTRIBUTED TO ALL COVERED PERSONS (I.E. BOARD MEMBERS, OFFICERS AND EXECUTIVE LEADERSHIP, VOLUNTEERS AND ALL EMPLOYEES). COVERED PERSONS ARE REQUIRED TO DISCLOSE REAL OR POTENTIAL CONFLICTS AT THE TIME WHEN SUCH CONFLICTS ARISE. WHEN SOMEONE BECOMES A COVERED PERSON AND ANNUALLY THEREAFTER, EACH COVERED PERSON IS REQUIRED TO SIGN A STATEMENT AFFIRMING THAT THEY HAVE RECEIVED, READ AND UNDERSTAND THE POLICY AND AGREE TO COMPLY WITH ALL REQUIREMENTS OF THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT & CEO'S COMPENSATION IS REVIEWED BY THE FULL EXECUTIVE COMMITTEE AND BOARD MEMBERS SHARE FEEDBACK ON CEO'S PERFORMANCE. ALL EMPLOYEES COMPENSATION IS REVIEWED BY THE PRESIDENT & CEO. IN DETERMINING COMPENSATION, AMONG OTHER FACTORS THE ORGANIZATION REVIEWS PERFORMANCE, DOES A COMPARISON TO OTHER CHAPTERS OF SIMILAR SIZE, CONSULTS WITH THE NATIONAL ORGANIZATION ON COMPENSATION AND A MARKET ANALYSIS/COMPENSATION SURVEY OF NON-PROFIT EXECUTIVES. FORM 990, PART VI, SECTION C, LINE 19 WHILE FEDERAL TAX LAWS DO NOT MANDATE THAT THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION, THE ORGANIZATION MAKES THESE AVAILABLE TO THE PUBLIC UPON REQUEST. THEY ARE AVAILABLE AT 11020 W. PLANK COURT SUITE 200 WAUWATOSA, WI 53226 OR BY CALLING 262-781-4445. FORM 990, PART VI, SECTION B, LINE 10B MAKE-A-WISH FOUNDATION OF WISCONSIN, INC. PAYS AN ANNUAL ASSESSMENT FEE TO MAKE-A-WISH FOUNDATION OF AMERICA, INC. THIS FEE IS FOR BRANDING, CORPORATE PARTNERSHIPS, SUPPORT, AUDIT, AND TRAINING RECEIVED THROUGHOUT THE YEAR. THE AMOUNT OF THE ASSESSMENT IN THE CURRENT YEAR WAS $218,071. AN ADDITIONAL $30,286 WAS REMITTED TO MAKE-A-WISH FOUNDATION OF AMERICA, INC FOR WISH COSTS THAT IT PAID ON BEHALF OF THE WISCONSIN CHAPTER.