2013-01-14T15:18:51-06:00 2012-08-31 391453055 VRAKASBLUM SC 445 SOUTH MOORLAND RD STE 400 BROOKFIELD WI 53005 990 2011-09-01 391543541 MAKE-A-WISH FOUNDATION OF WISCONSIN INC MAKE 2627814445 13195 WEST HAMPTON AVENUE BUTLER WI 53007 PATTI GORSKY POLLACK 2627814445 2013-01-08 1 MARY ELLEN MICHAELSON P00748764 2627970400 2011 2016-02-25 16:41:14Z PATTI GORSKY POLLACK 13195 WEST HAMPTON AVENUE BUTLER WI 53007 5436098 0 X WWW.WISCONSIN.WISH.ORG X 1984 WI GRANTING WISHES OF CHILDREN WITH LIFE-THREATENING MEDICAL CONDITIONS TO ENRICH THE HUMAN EXPERIENCE WITH HOPE, STRENGTH, AND JOY. 21 21 14 600 0 0 3601156 4087285 12170 3375 363333 189305 -103202 -64111 3873457 4215854 2588147 3037004 0 0 1020561 1060443 0 0 749662 650053 703473 4258761 4800920 -385304 -585066 7790050 8245685 1449409 1414567 6340641 6831118 X THE MAKE-A-WISH FOUNDATION OF WISCONSIN GRANTS THE WISHES OF CHILDREN WITH LIFE-THREATENING MEDICAL CONDITIONS TO ENRICH THE HUMAN EXPERIENCE WITH HOPE, STRENGTH AND JOY. 0 0 3805792 3375 WE GRANT THE WISHES OF CHILDREN WITH LIFE-THREATENING MEDICAL CONDITIONS TO ENRICH THE HUMAN EXPERIENCE WITH HOPE, STRENGTH AND JOY. ACCORDING TO A NATIONAL STUDY, A WISH COME TRUE HELPS CHILDREN FEEL STRONGER, MORE ENERGETIC, MORE WILLING AND ABLE TO BATTLE THEIR LIFE-THREATENING MEDICAL CONDITIONS. FOR MANY OF THEM IT MARKS A TURNING POINT IN THE FIGHT AGAINST THEIR ILLNESS. WE PARTICIPATED IN A NATIONAL WISH IMPACT STUDY, INTERVIEWING PAST WISH RECIPIENTS WHO ARE NOW GROWN UP, TO DETERMINE THE LONG-TERM IMPACT THEIR WISHES HAD ON THEM.ONCE AGAIN MAKE-A-WISH FOUNDATION OF WISCONSIN RECEIVED A 4 STAR RATING FROM CHARITY NAVIGATOR. SEVENTY-NINE PERCENT OF DOLLARS RAISED IS USED DIRECTLY FOR GRANTING WISHESWE GRANTED A RECORD-BREAKING 325 WISHES IN FISCAL YEAR 2012 AND CURRENTLY HAVE 245 PENDING.WE OPENED A NEW MADISON REGIONAL OFFICE AFTER MUCH DISCUSSION, MARKET ANALYSIS, BRAINSTORMING AND HARD WORK. THIS WILL ALLOW US TO RAISE MORE REVENUE AND GRANT MORE WISHES IN 7 COUNTIES IN THE SOUTH CENTRAL PART OF THE STATE.WE HOSTED 4 VOLUNTEER RECOGNITION EVENTS IN KEY MARKETS (MILWAUKEE, MADISON, APPLETON AND EAU CLAIRE) WITH APPROXIMATELY 300 VOLUNTEERS IN ATTENDANCE. WE HELD 12 NEW VOLUNTEER AND NEW WISH GRANTER TRAINING PROGRAMS ACROSS THE STATE WITH NEARLY 100 NEW VOLUNTEERS COMPLETING FULL TRAINING. 3805792 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 13 0 1 14 1 0 0 0 0 0 1 1 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 WI X KATHY LAPORTE 2627814445 13195 W HAMPTON AVENUE BUTLER WI 53007 ELLEN SEIFERT 5.00 X X 0 0 0 ELLEN STARK 5.00 X X 0 0 0 CHARLES PALMER 5.00 X X 0 0 0 TONY FUERST 5.00 X X 0 0 0 BRENDA BRANDT 5.00 X X 0 0 0 CLARENCE HARRIS JR 2.00 X 0 0 0 CHUCK STEINMETZ 2.00 X 0 0 0 KAREN KIRK 2.00 X 0 0 0 PATRICK HEVRDEJS 5.00 X X 0 0 0 HARRIS TURER 2.00 X 0 0 0 DONALD TUSCANY 2.00 X 0 0 0 CATHY DWORAK 2.00 X 0 0 0 RODNEY N RUSHING 2.00 X 0 0 0 SUSANNE GIDAN 2.00 X 0 0 0 DAVID SENGKHAMMEE 2.00 X 0 0 0 DAVID PETERSON 5.00 X X 0 0 0 PAMELA HENSON 2.00 X 0 0 0 GLENN KENNEDY 2.00 X 0 0 0 SHIRLEY SCHMIDT 2.00 X 0 0 0 PATRICK WALSH 2.00 X 0 0 0 MARTI SCHREIER-WRONSKI 2.00 X 0 0 0 KATHY LAPORTE 2.00 X X 91950 0 18492 PATTI GORSKY POLLACK 55.00 X 153527 0 31373 245477 0 49865 1 0 1 0 0 1179635 2907650 700727 4087285 WISH ASSIST REVENUE 900099 3375 3375 3375 214079 214079 778255 803029 -24774 -24774 -24774 324048 1179635 392723 -68675 -68675 28769 24492 4277 4277 OTHER INCOME 900099 287 287 287 4215854 3375 0 125194 3037004 3037004 231854 101592 39529 90733 583212 255547 99432 228233 114263 52455 18670 43138 67859 31152 11088 25619 63255 28634 9622 24999 2673 2673 55459 29699 3340 22420 22469 10419 3618 8432 44042 22186 5297 16559 24180 6581 2789 14810 79399 22435 9270 47694 160387 123498 16039 20850 4461 2211 524 1726 PRINTING AND PUBLICATIO 131755 417 422 130916 POSTAGE 51545 18406 7433 25706 BANK FEES 38282 20528 2433 15321 INVESTMENT FEES 35618 16710 6435 12473 53203 26318 6852 20033 4800920 3805792 245466 749662 480232 323816 257021 522455 43841 40386 82067 74383 19452 23722 295995 271248 8775 24747 4237139 4397450 2661523 2838726 7790050 8245685 202624 188850 1246785 1225717 1449409 1414567 X 6018026 6308663 322615 522455 6340641 6831118 7790050 8245685 X -585066 1075543 X 0 1 1 X 0 X 2831407 2066418 3406696 3601156 4087285 15992962 2831407 2066418 3406696 3601156 4087285 15992962 320346 15672616 262790 248162 211585 218652 214079 1155268 7281 12170 3375 22826 17171056 5128437 0.91270 0.89010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 81023 80090 933 136990 113176 23814 77982 77982 0 24747 BAIRD BONDS 2838726 F 2838726 4215854 4800920 -585066 498827 576716 1075543 490477 5291397 498827 798809 1297636 3993761 222093 222093 4215854 4800920 0 4800920 0 4800920 PART XII, LINE 4B - OTHER ADJUSTMENTS: IN KIND SERVICES - SPECIAL EVENTS 222,093. PART X, LINE 2; MANAGEMENT ASSERTS THAT NO SUCH UNCERTAIN TAX POSITION EXISTS FOR THE FOUNDATION AT AUGUST 31, 2012. HOST NIGHT 411677 346152 65525 72357 RADIOATHON 251131 251131 32000 8 840875 582352 258523 320365 1503683 1179635 324048 424722 424722 -100674 28770 1630 12363 10500 0 28770 1630 12363 10500 24493 4277 WI 1 0 0 0 1.00000 KATHY LAPORTE 13195 WEST HAMPTON AVE BUTLER WI 53007 0 KATHY LAPORTE 1000 RECORDKEEPING AND REPORTING TO WISCONSIN. MONEY COUNTING AND COORDINATE VOLUNTEERS ON NIGHT OF RAFFLE. X 0 1 WISHES FOR CHILDREN WITH LIFE-THREATENING MEDICAL CONDITIONS. THE WISHES ARE CATEGORIZED INTO THE FOLLOWING: TRIPS, ELECTRONICS, EDUCATION, BEDROOM DECORATING AND THE LIKE, BACKYARD ACTIVITIES AND RENOVATIONS, SHOPPING SPREES, SWIMMING POOLS, CAR RESTORATION, PETS AND CELEBRITY MEETINGS. 325 425556 2611448 COST NON-CASH ASSISTANCE IS IN-KIND DONATIONS RECEIVED FOR PURPOSES OF FULFILLING WISHES. PART I, QUESTION 2; MAKE A WISH FOUNDATION OF WISCONSIN DOES NOT PROVIDE CASH GRANTS TO INDIVIDUALS, BUT RATHER GRANTS WISHES TO ELIGIBLE BENEFICIARIES THAT MEET THE SPECIFIC CRITERIA FOR THE WISH GRANTING PROGRAM. THE ORGANIZATION GENERALLY ALLOCATES FUNDS DIRECTLY TO THE VENDORS FOR THE WISH EXPENSES, WITH THE EXCEPTION OF TRAVEL STIPENDS (I.E. MEALS, TIPS, GAS, ETC) FROM A STANDARDIZED WISH BUDGET. ALL WISH EXPENSES ARE DEVELOPED BY THE DIRECTOR OF PROGRAM SERVICES AND WISH COORDINATORS AND REVIEWED BY THE PRESIDENT & CEO, THEN APPROVED BY THE BOARD OF DIRECTORS. THE SUPPORTING WISH EXPENSE DOCUMENTATION (I.E. INVOICES AND STATEMENTS) IS RETAINED BY THE ORGANIZATION. X X X X 0 0 0 0 0 0 0 0 0 PATTI GORSKY POLLACK 153527 0 0 0 0 0 0 0 31373 0 184900 0 0 0 X ITEMS RECIEVED FOR GRANTING WISHES AND EVENTS 984 700727 FAIR MARKET VALUE 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: PART I, COLUMN (B): PART I, TYPES OF PROPERTY; ITEMS RECEIVED ARE USED FOR GRANTING WISHES, HOLDING INTERNAL EVENTS AND FOR ADMINISTRATIVE USES. THE AMOUNT OF CONTRIBUTORS WAS 984 DURING THE FISCAL YEAR. FORM 990, PART VI, SECTION B, LINE 11 THE EXECUTIVE COMMITTEE WILL RECEIVE AN ELECTRONIC COPY FOR REVIEW. A SUBSEQUENT CONFERENCE CALL WILL BE HELD TO DISCUSS AND APPROVE THE RETURN. THE FULL BOARD WILL THEN RECEIVE A COPY OF THE COMPLETED RETURN AND QUESTIONS PRIOR TO FILING. THE PRESIDENT & CEO, PATTI GORSKY POLLACK WILL SIGN THE RETURN ONCE APPROVED. FORM 990, PART VI, SECTION B, LINE 12C AN ANNUAL CONFLICT OF INTEREST FORM, AIMED AT DETERMINING ANY FAMILY AND BUSINESS RELATIONSHIPS AND TRANSACTIONS OR OTHER TRANSACTIONS THAT MAY POSE A POTENTIAL CONFLICT, IS DISTRIBUTED TO ALL COVERED PERSONS (I.E. BOARD MEMBERS, OFFICERS AND EXECUTIVE LEADERSHIP, VOLUNTEERS AND ALL EMPLOYEES). COVERED PERSONS ARE REQUIRED TO DISCLOSE REAL OR POTENTIAL CONFLICTS AT THE TIME WHEN SUCH CONFLICTS ARISE. WHEN SOMEONE BECOMES A COVERED PERSON AND ANNUALLY THEREAFTER, EACH COVERED PERSON IS REQUIRED TO SIGN A STATEMENT AFFIRMING THAT THEY HAVE RECEIVED, READ AND UNDERSTAND THE POLICY AND AGREE TO COMPLY WITH ALL REQUIREMENTS OF THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT & CEO'S COMPENSATION IS REVIEWED BY THE FULL EXECUTIVE COMMITTEE. KEY EMPLOYEES COMPENSATION IS REVIEWED BY THE PRESIDENT & CEO. IN DETERMINING COMPENSATION, AMONG OTHER FACTORS THE ORGANIZATION REVIEWS PERFORMANCE, DOES A COMPARISON TO OTHER CHAPTERS OF SIMILAR SIZE AND A MARKET ANALYSIS/COMPENSATION SURVEY OF NON-PROFIT EXECUTIVES. FORM 990, PART VI, SECTION C, LINE 19 WHILE FEDERAL TAX LAWS DO NOT MANDATE THAT THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION, THE ORGANIZATION MAKES THESE AVAILABLE TO THE PUBLIC UPON REQUEST. IT IS AVAILABLE AT 13195 WEST HAMPTON AVENUE BUTLER, WI 53007 OR BY CALLING 262-781-4445. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 498,827. DONATED SERVICES AND USE OF FACILITIES: 576,716. TOTAL TO FORM 990, PART XI, LINE 5: 1,075,543. GOVERNING BODY AND MANAGEMENT FORM 990, PART VI, SECTION A, LINE 10B MAKE-A-WISH FOUNDATION OF WISCONSIN, INC. PAYS AN ANNUAL ASSESSMENT FEE TO AN AFFILIATE, MAKE-A-WISH FOUNDATION OF AMERICA, INC. THIS FEE IS FOR BRANDING, CORPORATE PARTNERSHIPS, SUPPORT, AND TRAINING RECEIVED THROUGHOUT THE YEAR. THE AMOUNT OF THE ASSESSMENT IN THE CURRENT YEAR WAS $160,387.