MAKE-A-WISH FOUNDATION OF MASSACHUSETTS AND RHODE ISLAND INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MAKE-A-WISH FOUNDATION OF MASSACHUSETTS AND RHODE ISLAND INC (EIN 22-2867371)
- Tax period
- 2011-09-01 to 2012-08-31
- Filed
- 2013-06-21
- IRS object ID
- 201301729349300800
- Schema version
- 2011v1.5
- 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) |
|---|---|---|
| Timestamp | 2013-06-21T14:56:53-05:00 | Timestamp |
| Tax Period End Date | 2012-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861065772 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO JERICHO PLAZA | AddressLine1 |
| City | JERICHO | City |
| State | NY | State |
| ZIP Code | 11753 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222867371 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAKE-A-WISH FOUNDATION OF MASSACHUSETTS | BusinessNameLine1 |
| Business Name Line2 | AND RHODE ISLAND INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MAKE | NameControl |
| Phone | 6173679474 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BULFINCH PLACE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02114 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLOTTE A BEATTIE | Name |
| Title | CHIEF EXECUTIVE OFFICER | Title |
| Phone | 6173679474 | Phone |
| Date Signed | 2013-06-21 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTINE KAWECKI | Name |
| PTIN | P00743140 | PTIN |
| Phone | 5169187000 | Phone |
| Date Prepared | 2013-06-21 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CHARLOTTE A BEATTIE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BULFINCH PLACE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8074090 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.MASSRI.WISH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1983 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 16 | NbrIndependentVotingMembers |
| Total Nbr Employees | 23 | TotalNbrEmployees |
| Total Nbr Volunteers | 634 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5365977 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6122449 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8850 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 381965 | InvestmentIncomePriorYear |
| Investment Income Current Year | 304326 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 11689 | OtherRevenuePriorYear |
| Other Revenue Current Year | 5565 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5759631 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6441190 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3416754 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3250719 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1394666 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1544073 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 517754 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 815667 | OtherExpensePriorYear |
| Other Expenses Current Year | 772730 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5627087 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5567522 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 132544 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 873668 | RevenuesLessExpensesCY |
| Total Assets BOY | 8042655 | TotalAssetsBOY |
| Total Assets EOY | 9163344 | TotalAssetsEOY |
| Total Liabilities BOY | 1510927 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1635283 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6531728 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7528061 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4449219 | Expense |
| Grants | 3250719 | Grants |
| Revenue | 14415 | Revenue |
| Description | THE FOUNDATION GRANTED 354 WISHES TO CHILDREN WITH LIFE-THREATENING MEDICAL CONDITIONS THROUGHOUT MASSACHUSETTS AND RHODE ISLAND. THE WISHES FOR THE CURRENT YEAR WERE AS FOLLOWS. 153 WISHES - DISNEY WORLD/DISNEY LAND, 95 WISHES - TRAVEL /CRUISES (DOMESTIC AND INTERNATIONAL) 27 WISHES - SHOPPING SPREES (LOCAL AND NATIONAL) 24 WISHES - CELEBRITY MEETINGS (LOCAL AND NATIONAL) 10 WISHES- COMPUTERS/HOME ENTERTAINMENT CENTERS, 9 WISHES- ROOM MAKEOVERS, 7 WISHES- PLAYHOUSE/ BACKYARD POOLS 29 WISHES- OTHER EDUCATION RELATED, MUSICAL INSTRUMENTS, PARTIES, PETS. 354 WISHES- TOTAL THE GOAL OF OUR PROGRAM IS TO BRING HOPE, STRENGTH AND JOY INTO THE LIVES OF THESE CHILDREN AND THEIR FAMILIES THROUGH THE WISH PROCESS. | Description |
| Total Program Service Expense | 4449219 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 33 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 1 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 23 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 16 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLOTTE A BEATTIE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6173679474 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BULFICH PLACE 2ND FL | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02114 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| STEVE BARNES | |||||||
| DIRECTOR/ CHAIRPERSON | 2.00 | X | X | 0 | 0 | 0 | |
| GREG GAILIUS | |||||||
| DIRECTOR/VICE CHAIRPERSN | 2.00 | X | X | 0 | 0 | 0 | |
| JENNIFER FLYNN | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| MARK A HERMAN | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| PHILIP T GLYNN MD | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| SHARLYN HESLAM | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| HAL HESS | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| JEFFREY F JEZNACH | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| DANIEL A KRAFT | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| KENNETH V MCGRAIME | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| LORI NELSON | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| LAURIE SMITH PECK | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| GREGG RIBATT | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| REZA X TALEGHANI | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| KEVIN J SULLIVAN | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| JEAN NOTIS -MCCONARTY | |||||||
| DIRECTOR/ TREASURER | 2.00 | X | X | 0 | 0 | 0 | |
| CHARLOTTE BEATTIE | |||||||
| CHIEF EXECUTIVE OFFICER | 50.00 | X | 164789 | 0 | 11300 | ||
| JO-ANNE SPILLANE | |||||||
| DIRECTOR OF DEVELOPMENT | 50.00 | 101123 | 0 | 9500 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 265912 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 20800 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 1143150 | FundraisingEvents |
| All Other Contributions | 4979299 | AllOtherContributions |
| Noncash Contributions | 995254 | NoncashContributions |
| Total Contributions | 6122449 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | WISH ASSIST FEE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 8850 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8850 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8850 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 156728 | TotalRevenueColumn |
| Exclusion | $156,728 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1473843 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1326245 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 147598 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 147598 | TotalRevenueColumn |
| Exclusion | $147,598 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 303922 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 1143150 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 303922 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 2733 | GrossIncomeGaming |
| Gaming Direct Expenses | 2733 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 5565 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5565 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 5565 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6441190 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14415 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $304,326 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150000 | Total |
| Program Services | 150000 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3100719 | Total |
| Program Services | 3100719 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 170000 | Total |
| Program Services | 86700 | ProgramServices |
| Management And General | 47600 | ManagementAndGeneral |
| Fundraising | 35700 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1133722 | Total |
| Program Services | 578198 | ProgramServices |
| Management And General | 317442 | ManagementAndGeneral |
| Fundraising | 238082 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30038 | Total |
| Program Services | 15319 | ProgramServices |
| Management And General | 8411 | ManagementAndGeneral |
| Fundraising | 6308 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102494 | Total |
| Program Services | 52170 | ProgramServices |
| Management And General | 28842 | ManagementAndGeneral |
| Fundraising | 21482 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107819 | Total |
| Program Services | 54988 | ProgramServices |
| Management And General | 30190 | ManagementAndGeneral |
| Fundraising | 22641 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16439 | Total |
| Management And General | 16439 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135970 | Total |
| Program Services | 55504 | ProgramServices |
| Management And General | 28260 | ManagementAndGeneral |
| Fundraising | 52206 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62053 | Total |
| Program Services | 23994 | ProgramServices |
| Management And General | 12009 | ManagementAndGeneral |
| Fundraising | 26050 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 213270 | Total |
| Program Services | 108089 | ProgramServices |
| Management And General | 60104 | ManagementAndGeneral |
| Fundraising | 45077 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16600 | Total |
| Program Services | 4238 | ProgramServices |
| Management And General | 10587 | ManagementAndGeneral |
| Fundraising | 1775 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12211 | Total |
| Program Services | 4283 | ProgramServices |
| Management And General | 3787 | ManagementAndGeneral |
| Fundraising | 4141 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8530 | Total |
| Program Services | 4351 | ProgramServices |
| Management And General | 2388 | ManagementAndGeneral |
| Fundraising | 1791 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| NAT'L PARTNESRHIP DUES | 169400 | 130438 | 16940 | 22022 |
| WISH PERKS | 48223 | 48223 | ||
| PRINTING , SUBS AND PUB | 39732 | 7567 | 2158 | 30007 |
| REPAIRS AND MAINTENANCE | 27479 | 14082 | 7652 | 5745 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22823 | Total |
| Program Services | 10356 | ProgramServices |
| Management And General | 7740 | ManagementAndGeneral |
| Fundraising | 4727 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5567522 | Total |
| Program Services | 4449219 | ProgramServices |
| Management And General | 600549 | ManagementAndGeneral |
| Fundraising | 517754 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1065258 | BOY |
| EOY | 1098355 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 315932 | BOY |
| EOY | 516587 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 247504 | BOY |
| EOY | 818676 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 206335 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22905 | BOY |
| EOY | 32915 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 171920 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 158276 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14674 | BOY |
| EOY | 13644 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6170047 | BOY |
| EOY | 6579987 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 103180 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8042655 | BOY |
| EOY | 9163344 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1510927 | BOY |
| EOY | 219620 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 1415663 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1510927 | BOY |
| EOY | 1635283 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6146459 | BOY |
| EOY | 6528645 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 330825 | BOY |
| EOY | 944972 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54444 | BOY |
| EOY | 54444 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6531728 | BOY |
| EOY | 7528061 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8042655 | BOY |
| EOY | 9163344 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 873668 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 122665 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5056788 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4428163 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5166803 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5365977 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6122449 | CurrentTaxYear |
| Total | 26140180 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5056788 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4428163 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5166803 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5365977 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6122449 | CurrentTaxYear |
| Total | 26140180 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 235072 | AmountsSubstContributorsTotal |
| Public Support Total170 | 25905108 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 424593 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 249501 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 131367 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 166090 | CurrentTaxYearMinus1Year |
| Current Tax Year | 156728 | CurrentTaxYear |
| Total | 1128279 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 11689 | CurrentTaxYearMinus1Year |
| Total | 11689 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 27280148 | TotalSupport |
| Gross Receipts From Admissions Etc | 14415 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.94960 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.94000 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: DESCRIPTION 2007 2008 2009 2010 2011 MISCELLANEOUS - - - $11,689 $ -0- TOTAL - - - $11,689 $ -0- | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5511812 | BeginningOfYearBalance |
| Contributions | 871551 | Contributions |
| Investment Earnings Or Losses | 423217 | InvestmentEarningsOrLosses |
| Other Expenditures | 533686 | OtherExpenditures |
| Administrative Expenses | 16439 | AdministrativeExpenses |
| End Of Year Balance | 6256455 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5133415 | BeginningOfYearBalance |
| Contributions | 316006 | Contributions |
| Investment Earnings Or Losses | 625297 | InvestmentEarningsOrLosses |
| Other Expenditures | 543492 | OtherExpenditures |
| Administrative Expenses | 19414 | AdministrativeExpenses |
| End Of Year Balance | 5511812 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5073290 | BeginningOfYearBalance |
| Contributions | 262973 | Contributions |
| Investment Earnings Or Losses | 352453 | InvestmentEarningsOrLosses |
| Other Expenditures | 531024 | OtherExpenditures |
| Administrative Expenses | 24277 | AdministrativeExpenses |
| End Of Year Balance | 5133415 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6058837 | BeginningOfYearBalance |
| Contributions | 312544 | Contributions |
| Investment Earnings Or Losses | -702496 | InvestmentEarningsOrLosses |
| Other Expenditures | 580541 | OtherExpenditures |
| Administrative Expenses | 15054 | AdministrativeExpenses |
| End Of Year Balance | 5073290 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.84000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.01000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.15000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 171920 | OtherCostOrOtherBasis |
| Depreciation | 158276 | Depreciation |
| Book Value | 13644 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 13644 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED WISH COSTS | $1,401,082 |
| DUE TO RELATED ENTITIES | $14,581 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1415663 | TotalOfAmounts |
| Total Revenue | 6441190 | TotalRevenue |
| Total Expenses | 5567522 | TotalExpenses |
| Excess Or Deficit For Year | 873668 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 122734 | NetUnrealizedGLOnInvestments |
| Other | -$69 | OtherAmount |
| Total Adjustments | 122665 | TotalAdjustments |
| Excess Or Deficit Per FS | 996333 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6636932 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 122734 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 89516 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | -69 | OtherRevenues |
| Revenue Not Rptd F990 | 212181 | RevenueNotRptdF990 |
| Revenue Subtotal | 6424751 | RevenueSubtotal |
| Investment Expenses Not Included | 16439 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 16439 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6441190 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5640599 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 89516 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 89516 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5551083 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 16439 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 16439 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5567522 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | 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 FUND 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. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE FOUNDATION IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM INCOME TAXES UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3)AND STATE INCOME TAXES OF THE MASSACHUSETTS DEPARTMENT OF REVENUE TAXATION CODE AND STATE OF RHODE ISLAND DIVISION OF TAXATION. 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. ASC TOPIC 740,INCOME TAXES, PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, AND PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, DISCLOSURE, AND TRANSITION MANAGEMENT BELIEVES THAT NO SUCH UNCERTAIN TAX POSITION EXISTS FOR THE FOUNDATION AT AUGUST 31,2012. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -69. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT -69. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GALA | NameOfEvent1 |
| Gross Receipts Event1 | 1015982 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 813050 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 202932 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 6832 | NonCashPrizesEvent1 |
| Food And Beverage Event1 | 125312 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 6500 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 64288 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GOLF EVENTS | NameOfEvent2 |
| Gross Receipts Event2 | 300090 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 210797 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 89293 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 21650 | NonCashPrizesEvent2 |
| Food And Beverage Event2 | 58720 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 8923 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 4 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 131000 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 119303 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 11697 | GrossRevenueOtherEvents |
| Rent Facility Costs Other Events | 912 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 10785 | FoodAndBeverageOtherEvents |
| Gross Receipts Total | 1447072 | GrossReceiptsTotal |
| Charitable Contributions Total | 1143150 | CharitableContributionsTotal |
| Gross Revenue Total Events | 303922 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 28482 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 912 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 194817 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 6500 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 73211 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 303922 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAKE-A-WISH FOUNDATION OF AMERICA | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4742 N 24TH ST SUITE 400 | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85016 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 860481941 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 150000 | AmountOfCashGrant |
| Method Of Valuation | FMV | MethodOfValuation |
| Purpose Of Grant | TO HELP FUND WISHES AT ANOTHER MAKE-A-WISH CHAPTER | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | WISH GRANTS | TypeOfGrant |
| Number Of Recipients | 354 | NumberOfRecipients |
| Amount Of Cash Grant | 492441 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 2608278 | AmountOfNonCashAssistance |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | WISH GRANTS | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: 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 DIRECTOR OF PROGRAM SERVICES AND ARE APPROVED BY THE PRESIDENT/CEO THE SUPPORTING WISH EXPENSE DOCUMENTATION (I.E., INVOICES AND STATEMENTS) IS RETAINED BY THE ORGANIZATION. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CHARLOTTE BEATTIE | NamePerson |
| Base Compensation Filing Org | 164789 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 11300 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 176089 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable (8 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | GIFTS,ENT,PAR | 1 | 598269 | COST/SELLING PRICE |
| X | OTHER | 402 | 202127 | COST/SELLING PRICE |
| X | TRANSPORT | 441 | 121850 | COST/SELLING PRICE |
| X | THEME PARKS | 73 | 14665 | COST/SELLING PRICE |
| X | LODGING | 38 | 45360 | COST/SELLING PRICE |
| X | COMPUTER EQUIPMENT AND GAMES | 4 | 3566 | FMV |
| X | CRUISE | 3 | 3237 | FMV |
| X | OFFICE FURNITURE | 4 | 6180 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| THIRD PARTY USE: | PART I, LINE 32B: | THE ORGANIZATION HIRES AN OUTSIDE AUCTIONEER TO AUCTION OFF THE ITEMS AT THE GALA AND GOLF OUTINGS. |
| NON REPORTING OF REVENUE: | PART I, LINE 33: | THE ORGANIZATIONS RECEIVED SOME ITEMS DURING THE YEAR FOR WHICH NO VALUE WAS RECORDED. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION MISSION STATEMENT | FORM 990 PART I, LINE 1 | THE MAKE-A-WISH FOUNDATION OF MASSACHUSETTS AND RHODE ISLAND, INC GRANTS THE WISHES OF CHILDREN WITH LIFE-THREATENING MEDICAL CONDITIONS TO ENRICH THE HUMAN EXPERIENCE WITH HOPE, STRENGTH, AND JOY. |
| ORGANIZATION MISSION STATEMENT | FORM 990 PART III, LINE 1 | THE MAKE-A-WISH FOUNDATION OF MASSACHUSETTS AND RHODE ISLAND, INC GRANTS THE WISHES OF CHILDREN WITH LIFE THREATENING MEDICAL CONDITIONS TO ENRICH THE HUMAN EXPERIENCE WITH HOPE, STRENGTH AND JOY. OUR ORGANIZATION WILL STRIVE 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 WILL GRANT THESE WISHES THROUGH AN ORGANIZATION THAT CONSISTENTLY FUNCTIONS AT THE HIGHEST LEVEL AND DOES SO WITH UNQUESTIONED INTEGRITY AND ETHICS. WE WILL DEVELOP THE NECESSARY FINANCIAL RESOURCES AND USE THOSE RESOURCES EFFICIENTLY, AND WILL ENSURE BROAD AWARENESS OF OUR WORK IN OUR COMMUNITY. |
| FORM 990, PART VI, SECTION B, LINE 11 | 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 PREPARE 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 OF DIRECTORS RECEIVES A COPY OF THE RETURN PRIOR TO FILING THE AUDIT COMMITTEE 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 EXECUTIVE COMMITTEE. ANY POTENTIAL CONFLICT MUST BE SHARED WITH THE CEO AND THE 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 15 | 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. 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 | ALTHOUGH 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 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST AND THE FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. IN ADDITION, THE ENTITY'S FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE MASSACHUSETTS ATTORNEY GENERAL'S OFFICE. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 122,734. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -69. TOTAL TO FORM 990, PART XI, LINE 5: 122,665. |
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