MAKE-A-WISH FOUNDATION OF ALASKA & WASHINGTON: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MAKE-A-WISH FOUNDATION OF ALASKA & WASHINGTON (EIN 91-1329433)
- Tax period
- 2014-09-01 to 2015-08-31
- Filed
- 2016-07-11
- IRS object ID
- 201641939349300929
- Schema version
- 2014v6.0
- 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
- 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 | 2016-07-11T17:40:01-05:00 | ReturnTs |
| Tax Period End | 2015-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 SW BROADWAY STE 1200 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911329433 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAKE-A-WISH FOUNDATION OF ALASKA & WASHINGTON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAKE | BusinessNameControlTxt |
| Phone | 2066235300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 811 FIRST AVE NO 520 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARRY MCCONNELL | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2066235300 | PhoneNum |
| Signature | 2016-06-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY CAMPOS CPA | PreparerPersonNm |
| PTIN | P00448102 | PTIN |
| Phone | 5032421447 | PhoneNum |
| Preparation | 2016-06-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BARRY MCCONNELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 811 FIRST AVE NO 520 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,088,964 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://AKWA.WISH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | THE MAKE-A-WISH FOUNDATION OF ALASKA & WASHINGTON GRANTS THE WISHES OF CHILDREN WITH LIFE-THREATENING MEDICAL CONDITIONS TO ENRICH THE HUMAN EXPERIENCE WITH HOPE, STRENGTH AND JOY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 37 | TotalEmployeeCnt |
| Total Volunteers | 693 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,607,005 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,729,135 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $280,714 | PYInvestmentIncomeAmt |
| CY Investment Income | $237,210 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$109,270 | PYOtherRevenueAmt |
| CY Other Revenue | -$120,877 | CYOtherRevenueAmt |
| PY Total Revenue | $7,778,449 | PYTotalRevenueAmt |
| CY Total Revenue | $7,845,468 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,330,121 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,116,786 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,300,715 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,449,957 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $9,095 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,135,115 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,133,098 | PYOtherExpensesAmt |
| CY Other Expenses | $1,285,959 | CYOtherExpensesAmt |
| PY Total Expenses | $7,773,029 | PYTotalExpensesAmt |
| CY Total Expenses | $8,852,702 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,420 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,007,234 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,694,120 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,050,612 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,403,340 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,130,726 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,290,780 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,919,886 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MAKE-A-WISH FOUNDATION OF ALASKA AND WASHINGTON GRANTS THE WISHES OF CHILDREN WITH LIFE-THREATENING MEDICAL CONDITIONS TO ENRICH THE HUMAN EXPERIENCE WITH HOPE, STRENGTH AND JOY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,804,360 | ExpenseAmt |
| Grant | $5,116,786 | GrantAmt |
| Revenue | $21,904 | RevenueAmt |
| Desc | WISH PROGRAM - THE MAKE-A-WISH FOUNDATION OF ALASKA AND WASHINGTON GRANTS THE WISHES OF CHILDREN BETWEEN THE AGES OF 2-1/2 AND 18 YEARS OLD WITH LIFE-THREATENING MEDICAL CONDITIONS TO ENRICH THE HUMAN EXPERIENCE WITH HOPE, STRENGTH, AND JOY. THE POWER OF A WISH IS TRULY TRANSFORMATIVE AND LONG-LASTING. IT OFFERS THE CHILD SOMETHING TO YEARN FOR THAT'S NOT STEEPED IN THE LANGUAGE OF HOSPITALS, TRAUMA, OR PAIN. IN A WORLD THAT HAS BECOME CHAOTIC AND UNCONTROLLABLE FOR THEM, MAKE-A-WISH ALASKA AND WASHINGTON PROVIDES WISH CHILDREN AND THEIR FAMILIES WITH A UNIQUE OPPORTUNITY TO EXERCISE SOME CONTROL WHEN THEY ALONE DETERMINE THEIR HEARTFELT WISH. IT PROVIDES THE FAMILY THE OPPORTUNITY TO CELEBRATE SOMETHING JOYFUL TOGETHER, WITHOUT ANY WORRY OR HASSLE. THIS GIFT IS UNPARALLELED AND UNIQUE TO MAKE-A-WISH. IT IS SOMETHING THAT NO MEDICINE, NO DOCTORS AND NO NURSES CAN PROVIDE. WISH KID BITA'S MOM SAYS IT BEST: "THE IMPACT OF BITA'S WISH WAS SO PROFOUND. WE WERE OVERWHELMED WITH SO MUCH LOVE AND COMPASSION COMING FROM PEOPLE WE HAD NEVER MET. SHE FELT SO SPECIAL AND HAPPY. THE EXPERIENCE INFLAMED US WITH HOPE AND STRENGTH TO GO ON."EIGHTY-NINE PERCENT OF MEDICAL PROFESSIONALS SAY THAT RECEIVING A WISH POSITIVELY INFLUENCES A CHILD'S HEALTH. SEATTLE CHILDREN'S HOSPITAL PEDIATRIC ONCOLOGIST DR. DOUG HAWKINS AGREES: "THE WISHES HAVE A CENTRAL ROLE IN PATIENT CARE. WE AS PHYSICIANS, DOCTORS, AND NURSES FOCUS ON THE MEDICAL PROBLEMS AND TREATING THE MEDICAL ISSUES THAT WE SEE. BUT THAT'S NOT WHAT'S REALLY IMPORTANT TO CHILDREN. IT'S THEIR LIVES OUTSIDE OF THE HOSPITAL, THE FUTURE. AND MAKE-A-WISH IS A WAY TO GET PAST THE MEDICAL ISSUES, CLINIC VISITS AND HOSPITAL STAYS, AND FOCUS ON BIG DREAMS AND BIG GOALS THAT MAY NOT SEEM POSSIBLE BECAUSE OF A LIFE-LIMITING ILLNESS, BUT BECOME POSSIBLE BECAUSE OF MAKE-A-WISH. AND I THINK IT ALLOWS PEOPLE TO GET PAST SOME OF THE ACUTE SIDE EFFECTS, THE FEELINGS THEY HAVE THAT GO ALONG WITH THEIR MEDICAL ILLNESS, AND BE A KID; NOT BE LIMITED BY THEIR ILLNESS."DR. LAURA BRUNNER, PEDIATRICIAN AT BANNER HEALTH, TANANA VALLEY CLINIC IN FAIRBANKS, AK ALSO UNDERSTANDS THE VITAL AND TRANSFORMATIONAL ROLE THAT WISHES PLAY. "I FEEL THAT THE MAKE-A-WISH PROGRAM ALLOWS KIDS TO FEEL CONTROL OVER ONE PART OF THEIR LIVES DURING A TIME THAT HAS TO FEEL POWERLESS TO A CHILD. IT ALLOWS THEM TO DREAM ABOUT THE MOST JOYFUL THING THEY CAN IMAGINE AND WATCH IT BROUGHT TO LIFE. WE SEE KIDS DREAM, TALK ABOUT AND THEN LIVE THEIR WISHES THROUGH THE COURSE OF TREATMENT, PAIN AND ILLNESS. THE SMILES ON THEIR FACES AS THEY DESCRIBE THEIR WISH ARE INFECTIOUS. THIS GIFT OF CONTROL, POWER AND UNRESTRICTED JOY CAN ONLY HELP A CHILD'S PHYSICAL HEALTH."SINCE 1986, OUR LOCAL CHAPTER HAS GRANTED TRANFORMATIONAL WISH EXPERIENCES TO MORE THAN 5,700 CHILDREN. DURING THE 2014-2015 FISCAL YEAR, 352 WISHES WERE GRANTED FOR CHILDREN LIVING WITHIN THE CHAPTER'S TERRITORY. BELOW ARE JUST A FEW EXAMPLES OF WISHES GRANTED:- A 6 YEAR OLD FROM GRAHAM, WA WISHED TO GO FISHING IN ALASKA.- AN 11 YEAR OLD FROM SEATAC, WA WISHED TO GO ON A SHOPPING SPREE AT THE MALL OF AMERICA.- A 14 YEAR OLD FROM HEALY, AK WISHED TO MEET HIS FAVORITE HOCKEY TEAM: THE WASHINGTON CAPITALS.NONE OF THESE WISHES WOULD BE POSSIBLE WITHOUT THE TREMENDOUS SUPPORT AND DEDICATION OF OUR VOLUNTEERS AND THE GENEROSITY OF OUR DONORS. VOLUNTEERS ARE THE FACE OF THE ORGANIZATION AS THEY MEET WITH OUR WISH FAMILIES AND HELP IN THE PLANNING AND IMPLEMENTATION OF OUR WISHES WHILE DONORS PROVIDE THE NECESSARY CASH AND IN-KIND DONATIONS TO CREATE WISH EXPERIENCES THAT CONSISTENTLY EXCEED THE EXPECTATIONS OF WISH CHILDREN AND THEIR FAMILIES. | Desc |
| Total Program Service Expenses | $6,804,360 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | 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 | Yes (1) | 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 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | 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 | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 37 | 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 | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RHONDA CHONG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2066235359 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 811 FIRST AVENUE SUITE 520 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 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 |
|---|---|---|---|---|---|---|---|
| MITCHELL HANSEN | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JULIE ANNE HALTER | |||||||
| CHAIR ELECT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRIAN KINGSBURY | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANDREW FARRELL | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRIAN MOCK | |||||||
| IMMEDIATE PAST CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JODI BLAKLEY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MEGAN COOK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RONALD CORBELL | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY DUNN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRENT ERICKSEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS FALEY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK FITZPATRICK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TAYLOR GRAHAM | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBI HAWKINS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SANGEETA HINGORANI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LESLIE LARSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT MAW | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANN MOE | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HEATHER MORELLI | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROSALIA PATTON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC PERSSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT PITASKY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN RAMSEYER | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JULIE REZEK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHANE TACKETT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER THOMPSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CARLA WIGEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NATALIE WRIGHT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BARRY MCCONNELL | |||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $175,586 | $0 | $34,053 | ||
| ERICA ASH | |||||||
| CFO | 30.00 | Yes (X) | $4,640 | $0 | $0 | ||
| JANET JACOBS | |||||||
| VP MISSION ADVANCEMENT | 40.00 | $125,503 | $0 | $14,618 | Yes (X) | ||
| DONNA VERRETTO | |||||||
| CHIEF OPERATING OFFICER | 40.00 | $123,139 | $0 | $7,594 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $428,868 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $56,265 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,722,803 | FundraisingAmt |
| All Other Contributions | $6,006,332 | AllOtherContributionsAmt |
| Noncash Contributions | $3,073,733 | NoncashContributionsAmt |
| Total Contributions | $7,729,135 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $160,030 | TotalRevenueColumnAmt |
| Exclusion | $160,030 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $679,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $601,820 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $77,180 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $77,180 | TotalRevenueColumnAmt |
| Exclusion | $77,180 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $498,895 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,722,803 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $641,676 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$142,781 | TotalRevenueColumnAmt |
| Exclusion | -$142,781 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $21,904 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,904 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $21,904 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,845,468 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,904 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $94,429 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,116,786 | TotalAmt |
| Program Services | $5,116,786 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,803 | TotalAmt |
| Program Services | $61,330 | ProgramServicesAmt |
| Management And General | $82,927 | ManagementAndGeneralAmt |
| Fundraising | $74,546 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,822,951 | TotalAmt |
| Program Services | $775,216 | ProgramServicesAmt |
| Management And General | $501,669 | ManagementAndGeneralAmt |
| Fundraising | $546,066 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,105 | TotalAmt |
| Program Services | $26,959 | ProgramServicesAmt |
| Management And General | $16,824 | ManagementAndGeneralAmt |
| Fundraising | $17,322 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,066 | TotalAmt |
| Program Services | $71,367 | ProgramServicesAmt |
| Management And General | $60,180 | ManagementAndGeneralAmt |
| Fundraising | $67,519 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,032 | TotalAmt |
| Program Services | $62,660 | ProgramServicesAmt |
| Management And General | $41,356 | ManagementAndGeneralAmt |
| Fundraising | $44,016 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,283 | TotalAmt |
| Program Services | $117,486 | ProgramServicesAmt |
| Management And General | $46,603 | ManagementAndGeneralAmt |
| Fundraising | $52,194 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,967 | TotalAmt |
| Program Services | $38,967 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,686 | TotalAmt |
| Program Services | $26,984 | ProgramServicesAmt |
| Management And General | $8,289 | ManagementAndGeneralAmt |
| Fundraising | $18,413 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,410 | TotalAmt |
| Program Services | $134,612 | ProgramServicesAmt |
| Management And General | $71,603 | ManagementAndGeneralAmt |
| Fundraising | $80,195 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,154 | TotalAmt |
| Program Services | $33,597 | ProgramServicesAmt |
| Management And General | $2,568 | ManagementAndGeneralAmt |
| Fundraising | $3,989 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,606 | TotalAmt |
| Program Services | $30,965 | ProgramServicesAmt |
| Management And General | $8,712 | ManagementAndGeneralAmt |
| Fundraising | $51,929 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $188,989 | TotalAmt |
| Program Services | $149,301 | ProgramServicesAmt |
| Management And General | $18,899 | ManagementAndGeneralAmt |
| Fundraising | $20,789 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,600 | TotalAmt |
| Program Services | $33,182 | ProgramServicesAmt |
| Management And General | $17,650 | ManagementAndGeneralAmt |
| Fundraising | $19,768 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PRINTING/PUBLICATIONS | $143,801 | $52,104 | $8,801 | $82,896 |
| MISCELLANEOUS | $38,419 | $17,053 | $5,274 | $16,092 |
| REPAIRS AND MAINTENANCE | $33,589 | $15,786 | $8,398 | $9,405 |
| TELEPHONE AND INTERNET | $32,146 | $15,109 | $8,036 | $9,001 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,309 | TotalAmt |
| Program Services | $24,896 | ProgramServicesAmt |
| Management And General | $5,438 | ManagementAndGeneralAmt |
| Fundraising | $20,975 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,852,702 | TotalAmt |
| Program Services | $6,804,360 | ProgramServicesAmt |
| Management And General | $913,227 | ManagementAndGeneralAmt |
| Fundraising | $1,135,115 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,586 | BOYAmt |
| EOY | $317,143 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $450,125 | BOYAmt |
| EOY | $249,585 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,517,002 | BOYAmt |
| EOY | $1,476,725 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,404 | BOYAmt |
| EOY | $44,683 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $543,902 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $372,801 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,887 | BOYAmt |
| EOY | $171,101 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,064,154 | BOYAmt |
| EOY | $2,679,962 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $262,962 | BOYAmt |
| EOY | $111,413 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,694,120 | BOYAmt |
| EOY | $5,050,612 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,113 | BOYAmt |
| EOY | $275,329 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $117,201 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,133,227 | BOYAmt |
| EOY | $2,738,196 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,403,340 | BOYAmt |
| EOY | $3,130,726 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,731,682 | BOYAmt |
| EOY | $250,186 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,520,950 | BOYAmt |
| EOY | $1,631,552 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,148 | BOYAmt |
| EOY | $38,148 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,290,780 | BOYAmt |
| EOY | $1,919,886 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,694,120 | BOYAmt |
| EOY | $5,050,612 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,007,234 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$363,660 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $5,043,074 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,139,938 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,741,517 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,607,005 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,729,135 | CurrentTaxYearAmt |
| Total | $33,260,669 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,043,074 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,139,938 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,741,517 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,607,005 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,729,135 | CurrentTaxYearAmt |
| Total | $33,260,669 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,430,003 | SubstantialContributorsTotAmt |
| Public Support Total170 | $28,830,666 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $61,479 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $92,648 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $84,956 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $169,700 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $160,030 | CurrentTaxYearAmt |
| Total | $568,813 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,745 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $21,611 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,904 | CurrentTaxYearAmt |
| Total | $61,260 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $33,890,742 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,453,442 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.85070 | PublicSupportCY170Pct |
| Public Support PY170 | 0.84230 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | $1,769,830 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$128,433 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,353,063 | OtherExpendituresAmt |
| End Year Balance | $288,334 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,861,038 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $425,595 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$516,803 | OtherExpendituresAmt |
| End Year Balance | $1,769,830 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,067,635 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $288,580 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$495,177 | OtherExpendituresAmt |
| End Year Balance | $1,861,038 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,109,043 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $225,132 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$266,540 | OtherExpendituresAmt |
| End Year Balance | $2,067,635 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,784,620 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $234,981 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$89,442 | OtherExpendituresAmt |
| End Year Balance | $2,109,043 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.98700 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.01300 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $77,826 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,260 | DepreciationAmt |
| Book Value | $46,566 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $74,904 | OtherCostOrOtherBasisAmt |
| Depreciation | $38,665 | DepreciationAmt |
| Book Value | $36,239 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $391,172 | OtherCostOrOtherBasisAmt |
| Depreciation | $302,876 | DepreciationAmt |
| Book Value | $88,296 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $171,101 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED PENDING WISH COSTS | $2,640,003 |
| DUE TO RELATED ENTITIES | $41,041 |
| CAPITAL LEASE OBLIGATIONS | $35,215 |
| OTHER LIABILITIES | $21,937 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,738,196 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,729,291 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$363,660 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $247,483 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$116,177 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,845,468 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,845,468 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $9,100,185 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $247,483 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $247,483 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,852,702 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,852,702 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | INCOME PRODUCED FROM THE BOARD DESIGNATED RESERVE WILL HELP FUND OPERATIONS IN PERPETUITY. |
| PART X, LINE 2: | THE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME 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, 2015. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERSONA DIRECT MAIL INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1106 39TH AVE SE STE 100 | AddressLine1Txt |
| City | PUYALLUP | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98374 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DIRECT MAIL | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $119,784 | GrossReceiptsAmt |
| Retained By Contractor | $66,751 | RetainedByContractorAmt |
| Net To Organization | $53,033 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $119,784 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $66,751 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $53,033 | TotalNetToOrganizationAmt |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WISH NIGHT GALA | Event1Nm |
| Gross Receipts Event1 | $1,898,370 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,409,151 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $489,219 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $192,697 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $404,091 | OtherDirectExpensesEvent1Amt |
| Event2 | WALK FOR WISHES | Event2Nm |
| Gross Receipts Event2 | $230,503 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $230,503 | CharitableContriEvent2Amt |
| Rent Facility Costs Event2 | $5,091 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $28,539 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $92,825 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $83,149 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $9,676 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $11,258 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,221,698 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,722,803 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $498,895 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $197,788 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $443,888 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $641,676 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$142,781 | 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 | MAKE-A-WISH FOUNDATION GRANTED A WIDE VARIETY OF WISHES TO 352 CHILDREN WITH LIFE-THREATENING MEDICAL CONDITIONS. EACH GRANTED WISH IS INDIVIDUALIZED AND WISHES VARY IN VALUE. | GrantTypeTxt |
| Recipient | 352 | RecipientCnt |
| Cash Grant | $545,164 | CashGrantAmt |
| Non Cash Assistance | $4,571,622 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | NON-CASH ASSISTANCE INCLUDES AIRPLANE TICKETS, LODGING, TICKETS TO AMUSEMENT PARKS, GIFTS, AND FOOD. | 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 ALASKA & WASHINGTON DOES NOT PROVIDE CASH GRANTS TO INDIVIDUALS, BUT RATHER GRANTS WISHES TO SELECTED BENEFICIARIES THAT MEET THE SPECIFIC CRITERIA FOR THE WISH-GRANTING PROGRAM. THE ORGANIZATION ALLOCATES FUNDS DIRECTLY TO THE VENDORS FOR THE WISH EXPENSES, WITH THE EXCEPTION OF TRAVEL STIPENDS (MEALS, TIPS, GAS, ETC.) FROM A STANDARDIZED WISH BUDGET. ALL WISH EXPENSES ARE DEVELOPED BY THE WISH MANAGERS UNDER THE DIRECTION OF THE VP OF WISHES. THE SUPPORTING DOCUMENTATION (INVOICES AND STATEMENTS) IS RETAINED BY THE ORGANIZATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARRY MCCONNELL | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $175,586 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $7,017 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $27,036 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $209,639 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $19,960 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $45,448 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MEAN VALUE OF SHARES | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | WISH-RELATED | 925 | $2,552,345 | FAIR MARKET VALUE |
| Yes (X) | INTERNAL SPECIAL EVENTS | 376 | $327,620 | FAIR MARKET VALUE |
| Yes (X) | OTHER | 51 | $112,638 | FAIR MARKET VALUE |
| Yes (X) | PROPERTY & EQUIPMENT | 5 | $15,722 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | FOR OUR WISH NIGHT GALA AND AUCTION, THE ORGANIZATION HIRES AN AUCTIONEER TO 'SELL' DONATED AUCTION ITEMS ON BEHALF OF THE ORGANIZATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM. THE DRAFT RETURN PROVIDED BY THE ACCOUNTING FIRM IS REVIEWED BY THE CONTROLLER, CFO, AND PRESIDENT/CEO. THE RETURN IS THEN PRESENTED TO AND APPROVED BY THE EXECUTIVE AND FINANCE COMMITTEES OF THE BOARD OF TRUSTEES. A COPY OF THE 990 IS ALSO PROVIDED TO THE FULL BOARD PRIOR TO FILING WITH THE IRS. THE MINUTES OF ANY COMMITTEE AND/OR BOARD MEETING REFLECT THE REVIEW PROCESS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION MAINTAINS A CONFLICT OF INTEREST AND ETHICS STATEMENT AS PROVIDED BY THE NATIONAL OFFICE FOR EACH EMPLOYEE, BOARD MEMBER, AND VOLUNTEER WHO HAS DIRECT CONTACT WITH CHILDREN, ACCESS TO CONFIDENTIAL INFORMATION, OR ACCESS TO CHAPTER FUNDS. SUCH STATEMENTS MUST BE SIGNED UPON DATE OF HIRE, ELECTION, OR COMMENCEMENT OF VOLUNTEER SERVICE, AND AT LEAST ANNUALLY THEREAFTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD CHAIR AND CHAIR ELECT OF THE BOARD OF TRUSTEES ADMINISTER A PERFORMANCE MANAGEMENT REVIEW OF THE PRESIDENT & CEO. THE REVIEW IS DOCUMENTED, SIGNED AND PLACED IN THE PRESIDENT'S EMPLOYMENT FILE. DECISIONS REGARDING COMPENSATION ARE BASED ON A SALARY GRID THAT TAKES COMPARABILITY DATA INTO CONSIDERATION. THE PRESIDENT & CEO ADMINISTERS PERFORMANCE MANAGEMENT REVIEWS OF THE OTHER OFFICERS AND KEY EMPLOYEES, WHICH ARE DOCUMENTED, SIGNED AND PLACED IN THOSE EMPLOYEES' FILES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS ARE POSTED ON ITS WEBSITE UNDER THE TOPIC "MANAGING FUNDS". ADDITIONALLY, THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. |
| FORM 990, PART IX, LINE 2: | ANY CHILD BETWEEN THE AGES OF 2-1/2 AND 18 YEARS OLD WITH A LIFE-THREATENING MEDICAL CONDITION, AS ATTESTED BY THEIR PHYSICIAN, AND WHO HAS NOT PREVIOUSLY RECEIVED A WISH, QUALIFIES TO RECEIVE A WISH FROM THE FOUNDATION. |
| SCHEDULE A, PART II: | THE MAKE-A-WISH FOUNDATION OF ALASKA AND WASHINGTON HAS CHOSEN TO REPORT DONATED GOODS AND SERVICES AND USE OF FACILITIES THAT ARE WISH RELATED AS PART OF ITS NON CASH REVENUE AND PROGRAM EXPENSE. THE IRS STATES THAT IN-KIND DONATIONS SHOULD BE BACKED OUT OF REVENUE AND EXPENSE FOR THE FORM 990. EXCLUDING IN-KINDS WOULD NOT BE REPRESENTATIVE OF THE FOUNDATION'S OPERATIONS, AS IT WOULD GREATLY SKEW BOTH REVENUE AND PERCENTAGE OF TOTAL EXPENSES ALLOCATED TO PROGRAM WHEN COMPARED TO OTHER CHARITIES. THE VAST MAJORITY OF NON PROFIT ORGANIZATIONS DO NOT RELY ON IN-KINDS IN THE WAY THAT MAKE-A-WISH DOES. MAKE-A-WISH RELIES HEAVILY ON IN-KIND DONATIONS BECAUSE WISH GRANTING (OVER 50% OF THE COST OF A WISH IS DONATED IN-KIND) IS ITS MISSION. THE IN-KIND DONATIONS ARE INSTRUMENTAL TO MAKE-A-WISH'S PROGRAM AND IF IT DID NOT RECEIVE THEM, IT WOULD NEED TO PURCHASE WISH SPECIFIC GOODS AND SERVICES IN ORDER TO FULFILL ITS MISSION. IN-KINDS ARE NECESSARY, NOT A VALUE ADDED PROPOSITION. THESE ITEMS ARE TANGIBLE (AIRLINE TICKETS, HOTEL ROOMS, PARK TICKETS) AND MAKE-A-WISH HAS ALREADY BACKED OUT ADVERTISING AND OTHER REAL SERVICES NOT DIRECTLY ASSOCIATED WITH WISH GRANTING. ADDITIONALLY, IN-KINDS COME FROM CORPORATIONS WHO ARE NOT TAKING THE DONATION AS A TAX DEDUCTION BUT RATHER TREAT IT AS A BUSINESS EXPENSE. MOST IMPORTANTLY, MAKE-A-WISH STILL PASSES THE PUBLIC SUPPORT TEST WHEN THESE ITEMS ARE BACKED OUT. |
| ADDITIONAL INFORMATION | THE FISCAL YEAR 2015 BOARD APPROVED BUDGET WAS AN INVESTMENT IN THE ORGANIZATION TO BUILD INFRASTRUCTURE IN ORDER TO GROW WISHES, AND A FUNDRAISING TEAM, THAT COULD SUPPORT THE ADDITIONAL REVENUE REQUIRED TO PROVIDE A WISH TO EVERY ELIGIBLE CHILD. |
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