MAKE-A-WISH FOUNDATION OF CENTRAL AND NORTHERN FLORIDA INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MAKE-A-WISH FOUNDATION OF CENTRAL AND NORTHERN FLORIDA INC (EIN 59-3235806)
- Tax period
- 2010-09-01 to 2011-08-31
- Filed
- 2012-04-04
- IRS object ID
- 201200959349300320
- Schema version
- 2010v3.7
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-04T11:47:03-05:00 | Timestamp |
| Tax Period End Date | 2011-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 S Grand Ave Suite 2000 | AddressLine1 |
| City | Los Angeles | City |
| State | CA | State |
| ZIP Code | 90071 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 593235806 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Make-A-Wish Foundation of Central & | BusinessNameLine1 |
| Business Name Line2 | Northern Florida | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MAKE | NameControl |
| Phone | 4076224673 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 North Orlando Avenue Suite 10 | AddressLine1 |
| City | Maitland | City |
| State | FL | State |
| ZIP Code | 32751 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kathlyn Vroman | Name |
| Title | President and CEO | Title |
| Date Signed | 2012-03-28 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2139724000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Kathryn Vroman | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 N Orlando Ave Ste 100 | AddressLine1 |
| City | Maitland | City |
| State | FL | State |
| ZIP Code | 32751 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4024177 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.wishcentral.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1994 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | We grant the wishes of children with life-threatening medical conditions to enrich the human experience with hope, strength, and joy. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 23 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 28 | TotalNbrEmployees |
| Total Nbr Volunteers | 1074 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2925032 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2584036 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 92690 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 108950 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 32572 | InvestmentIncomePriorYear |
| Investment Income Current Year | 8251 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 146469 | OtherRevenuePriorYear |
| Other Revenue Current Year | 205976 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3196763 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2907213 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1297460 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1917425 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1088348 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1113650 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 565063 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 579070 | OtherExpensePriorYear |
| Other Expenses Current Year | 590489 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2964878 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3621564 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 231885 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -714351 | RevenuesLessExpensesCY |
| Total Assets BOY | 2594806 | TotalAssetsBOY |
| Total Assets EOY | 2012411 | TotalAssetsEOY |
| Total Liabilities BOY | 920665 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 885840 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1674141 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1126571 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MAKE-A-WISH FOUNDATION OF CENTRAL & NORTHERN FLORIDA GRANTS THE WISHES OF CHILDREN WITH LIFE-THREATENING MEDICAL CONDITIONS TO ENRICH THE HUMAN EXPERIENCE WITH HOPE, STRENGTH, AND JOY. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 2527928 | Expense |
| Grants | 1917425 | Grants |
| Revenue | 108950 | Revenue |
| Description | IN FY2011 OUR CHAPTER GRANTED 298 WISHES IN THE 54 COUNTIES THAT OUR CHAPTER SERVES. THIS WAS THE MOST WISHES THAT OUR CHAPTER HAS GRANTED IN 1 YEAR SINCE OPENING ITS DOORS TO THE COMMUNITY in 1994. THROUGH THE DEDICATION OF OVER 1000 VOLUNTEERS AND STRONG TIES WITH INDIVIDUAL AND CORPORATE DONORS OUR CHAPTER IS ABLE TO GRANT THE MOST HEARTFELT WISHES OF OUR CHILDREN. TOTAL COST OF WISHES GRANTED FOR THE FISCAL YEAR WERE $2,123,046. part of this amount WAS CONTRIBUTED BY VARIOUS VENDORS WHO PROVIDED IN-KIND CONTRIBUTIONS SUCH AS TRAVEL AND TRAVEL SERVICES, TRANSPORTATION, LODGING, AND OTHER SERVICES AND USE OF FACILITIES TO COMPLETE A CHILD'S WISH. FOR FINANCIAL STATEMENT PURPOSES, THESE AMOUNTS ARE INCLUDED AS CONTRIBUTION REVENUE AND GRANTED WISH EXPENSE. FOR FORM 990, HOWEVER, THE IRS REQUIRES THEse CONTRIBUTED SERVICES AND USE OF FACILITIES TO BE EXCLUDED FROM BOTH REVENUE AND EXPENSES. | Description |
| Total Program Service Expense | 2527928 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 4 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 28 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 23 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LEESA AVILA | NamePerson |
| Telephone Number | 4076224673 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 NORTH ORLANDO AVENUE SUITE 10 | AddressLine1 |
| City | Maitland | City |
| State | FL | State |
| ZIP Code | 32751 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Robert Szafranski | ||||||
| Board Chair | 5.0 | X | X | 0 | 0 | 0 |
| Andrew Fisher | ||||||
| Secretary | 1.0 | X | X | 0 | 0 | 0 |
| Chris Quarles | ||||||
| Treasurer | 1.0 | X | X | 0 | 0 | 0 |
| Paul Jones | ||||||
| Vice Chair of Wish Granting | 1.0 | X | X | 0 | 0 | 0 |
| Betsy Pokorny | ||||||
| Vice Chair of Fundraising | 1.0 | X | X | 0 | 0 | 0 |
| Theresa Williams | ||||||
| Vice Chair of Board Developmen | 1.0 | X | X | 0 | 0 | 0 |
| Mike Martone | ||||||
| Past Chair of Board | 1.0 | X | X | 0 | 0 | 0 |
| Brian Carroll | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Kelly Flaherty Clark | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Jeremy Cloutier | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Craig Descalzi | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Sonya Dixon | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Robyn Goukas | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Susan Jones | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Mark Kessler | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Jason Klein | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Kathy Lamm | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Alejandro Levy | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Eric Marshall | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| W Doug Martin | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| David Peckham | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Mark Pulley | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Sam Jacobs | ||||||
| Board Member | 1.0 | X | 0 | 0 | 0 | |
| Kathyrn Vroman | ||||||
| President and CEO | 40.0 | X | 138120 | 0 | 8345 | |
| Leesa Avila | ||||||
| Chief Financial Officer | 40.0 | X | 83769 | 0 | 7720 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 221889 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 16065 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 751480 | FundraisingEvents |
| All Other Contributions | 1832556 | AllOtherContributions |
| Noncash Contributions | 378630 | NoncashContributions |
| Total Contributions | 2584036 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| WISH ASSIST FEES | 900099 | 105150 | 105150 |
| VOLUNTEER TRAINING FEES | 900099 | 3800 | 3800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 108950 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6060 | TotalRevenueColumn |
| Exclusion | $6,060 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 847513 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 845322 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2191 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2191 | TotalRevenueColumn |
| Exclusion | $2,191 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 477165 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 751480 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 271466 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 205699 | TotalRevenueColumn |
| Exclusion | $205,699 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 444 | GrossSalesOfInventory |
| Cost Of Goods Sold | 176 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 268 | TotalRevenueColumn |
| Exclusion | $268 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 9 | TotalRevenueColumn |
| Exclusion | $9 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 9 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2907213 | TotalRevenueColumn |
| Related Or Exempt Function Income | 108950 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $214,227 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1917425 | Total |
| Program Services | 1917425 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 221742 | Total |
| Program Services | 38631 | ProgramServices |
| Management And General | 161923 | ManagementAndGeneral |
| Fundraising | 21188 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 730665 | Total |
| Program Services | 287759 | ProgramServices |
| Management And General | 165370 | ManagementAndGeneral |
| Fundraising | 277536 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19073 | Total |
| Program Services | 8347 | ProgramServices |
| Management And General | 7440 | ManagementAndGeneral |
| Fundraising | 3286 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69261 | Total |
| Program Services | 22918 | ProgramServices |
| Management And General | 21591 | ManagementAndGeneral |
| Fundraising | 24752 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72909 | Total |
| Program Services | 26661 | ProgramServices |
| Management And General | 24312 | ManagementAndGeneral |
| Fundraising | 21936 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 156 | Total |
| Management And General | 156 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4200 | Total |
| Management And General | 4200 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3820 | Total |
| Management And General | 3820 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66041 | Total |
| Program Services | 41318 | ProgramServices |
| Management And General | 11009 | ManagementAndGeneral |
| Fundraising | 13714 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6125 | Total |
| Management And General | 500 | ManagementAndGeneral |
| Fundraising | 5625 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150004 | Total |
| Program Services | 32513 | ProgramServices |
| Management And General | 47843 | ManagementAndGeneral |
| Fundraising | 69648 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 169341 | Total |
| Program Services | 65095 | ProgramServices |
| Management And General | 48354 | ManagementAndGeneral |
| Fundraising | 55892 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32142 | Total |
| Program Services | 7866 | ProgramServices |
| Management And General | 10005 | ManagementAndGeneral |
| Fundraising | 14271 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20564 | Total |
| Program Services | 3750 | ProgramServices |
| Management And General | 4093 | ManagementAndGeneral |
| Fundraising | 12721 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 963 | Total |
| Program Services | 373 | ProgramServices |
| Management And General | 273 | ManagementAndGeneral |
| Fundraising | 317 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 76171 | Total |
| Program Services | 57128 | ProgramServices |
| Management And General | 5332 | ManagementAndGeneral |
| Fundraising | 13711 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28194 | Total |
| Program Services | 10919 | ProgramServices |
| Management And General | 7993 | ManagementAndGeneral |
| Fundraising | 9282 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3882 | Total |
| Program Services | 1503 | ProgramServices |
| Management And General | 1101 | ManagementAndGeneral |
| Fundraising | 1278 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| GIFTS & AWARDS | 5804 | 1970 | 1005 | 2829 |
| REPAIRS AND MAINTENANCE | 8431 | 3039 | 2177 | 3215 |
| GIFT CARDS | 13139 | 641 | 68 | 12430 |
| MISCELLANEOUS | 1512 | 72 | 8 | 1432 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3621564 | Total |
| Program Services | 2527928 | ProgramServices |
| Management And General | 528573 | ManagementAndGeneral |
| Fundraising | 565063 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66286 | BOY |
| EOY | 145756 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1163719 | BOY |
| EOY | 310934 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27586 | BOY |
| EOY | 48853 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Accounts Receivable | AccountsReceivable |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44393 | BOY |
| EOY | 66295 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 185121 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 157669 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44922 | BOY |
| EOY | 27452 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 511146 | BOY |
| EOY | 534124 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 736754 | BOY |
| EOY | 878997 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2594806 | BOY |
| EOY | 2012411 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 139116 | BOY |
| EOY | 95948 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6460 | BOY |
| EOY | 18477 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 775089 | BOY |
| EOY | 771415 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 920665 | BOY |
| EOY | 885840 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 980768 | BOY |
| EOY | 308154 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121726 | BOY |
| EOY | 192916 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 571647 | BOY |
| EOY | 625501 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1674141 | BOY |
| EOY | 1126571 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2594806 | BOY |
| EOY | 2012411 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -714351 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 166781 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | false | 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 | 2216705 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2867896 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2549071 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2925032 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2584036 | CurrentTaxYear |
| Total | 13142740 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2216705 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2867896 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2549071 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2925032 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2584036 | CurrentTaxYear |
| Total | 13142740 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 13142740 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 63988 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33635 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 39494 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24106 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6060 | CurrentTaxYear |
| Total | 167283 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1041237 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 936465 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 276594 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 393728 | CurrentTaxYearMinus1Year |
| Current Tax Year | 477618 | CurrentTaxYear |
| Total | 3125642 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 16435665 | TotalSupport |
| Gross Receipts From Admissions Etc | 453228 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.79965 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.76700 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Land | Land | |
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4805 | OtherCostOrOtherBasis |
| Depreciation | 1944 | Depreciation |
| Book Value | 2861 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 180316 | OtherCostOrOtherBasis |
| Depreciation | 155725 | Depreciation |
| Book Value | 24591 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 27452 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BENEFICIAL INT IN PERP TRUST | 625501 |
| DUE FROM RELATED ENTITIES | 226274 |
| GIFT CARDS | 329 |
| DEPOSITS | 13771 |
| INVENTORY | 13122 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 878997 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED PENDING WISH COSTS | $756,325 |
| DUE TO RELATED ENITITES | $5,008 |
| CAPITAL LEASE OBLIGATIONS | $10,082 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 771415 | TotalOfAmounts |
| Total Revenue | 2907213 | TotalRevenue |
| Total Expenses | 3621564 | TotalExpenses |
| Excess Or Deficit For Year | -714351 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 24092 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 80560 | DonatedServicesAndFacilities |
| Other | $62,129 | OtherAmount |
| Total Adjustments | 166781 | TotalAdjustments |
| Excess Or Deficit Per FS | -547570 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 3286860 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 24092 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 297246 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 62129 | OtherRevenues |
| Revenue Not Rptd F990 | 383467 | RevenueNotRptdF990 |
| Revenue Subtotal | 2903393 | RevenueSubtotal |
| Investment Expenses Not Included | 3820 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 3820 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2907213 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3834430 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 216686 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 216686 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3617744 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 3820 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 3820 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3621564 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part X, Line 2 | ASC Topic 740, Income Taxes, prescribes a recognition threshold and measurement attribute for the financial statement recognition 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, 2011. |
| Part XI, Line 8 | Change in value of beneficial interest in trust $53,854 Change in value of Charitable gift annuity 8,275 -------- Total $62,129 |
| Part XII, Line 2D | Change in value of beneficial interest in trust $53,854 Change in value of Charitable gift annuity 8,275 -------- Total $62,129 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Ball - Orlando | NameOfEvent1 |
| Gross Receipts Event1 | 317999 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 106055 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 211944 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 61028 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 2000 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 73835 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Ball - Tampa | NameOfEvent2 |
| Gross Receipts Event2 | 82696 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 36420 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 46276 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 19312 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 2500 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 26893 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 18 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 827950 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 609005 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 218945 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 10175 | NonCashPrizesOtherEvents |
| Food And Beverage Other Events | 20959 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 3190 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 51574 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 1228645 | GrossReceiptsTotal |
| Charitable Contributions Total | 751480 | CharitableContributionsTotal |
| Gross Revenue Total Events | 477165 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 10175 | NonCashPrizesTotalEvents |
| Food And Beverage Total Events | 101299 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 7690 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 152302 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 271466 | DirectExpenseSummaryEvents |
| Net Income Summary | 205699 | NetIncomeSummary |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | N/A | Identifier |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Wishes Granted | TypeOfGrant |
| Number Of Recipients | 298 | NumberOfRecipients |
| Amount Of Cash Grant | 1573115 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 344310 | AmountOfNonCashAssistance |
| Method Of Valuation | FMV | MethodOfValuation |
| Description Of Non Cash Assistance | Travel, M&E, Supplie | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I, Line 2 | Identifier |
| Explanation | MAKE A WISH FOUNDATION OF CENTRAL & NORTHERN FLORIDA 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 (I.E. MEALS, TIPS, GAS, ETC) FROM A STANDARDIZED WISH BUDGET. ALL WISH EXPENSES ARE DEVELOPED 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 M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty | |
| Securities Publicly Traded | SecuritiesPubliclyTraded | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Electronics,shopping,travel | 372 | 335659 | Retail Value |
| X | Event Decor and Supplies | 40 | 42971 | Retail Value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part 1 Column B | Identifier |
| Explanation | The number of contributions was determined based on the number of contributions received. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part VI, Section B | Line 11 - Once the 990 was completed by our outside preparer, it was reviewed by our CFO, President & CEO, Board Chair and Finance Committee. Once approved by the Finance Committee, a complete copy of the final return was provided to the Board of Directors for review and approval. Line 12c - THE ORGANIZATION ADOPTED A "STATEMENT OF VALUES, CODE OF ETHICS AND CONFLICT OF INTEREST POLICY" WITH WHICH ALL OFFICERS, DIRECTORS, EMPLOYEES AND VOLUNTEERS ARE REQUIRED TO COMPLY AND ACKNOWLEDGE BY SIGNING, UPON THEIR INITIAL INVOLVEMENT WITH THE ORGANIZATION AND ANNUALLY THEREAFTER, AN "ANNUAL CONFLICT OF INTEREST AND ETHICS ASSURANCE STATEMENT" (THE "COI STATEMENT"). THE COI STATEMENT REQUIRES OFFICERS, DIRECTORS AND KEY EMPLOYEES TO DISCLOSE THE EXISTENCE OF ANY FAMILY AND/OR BUSINESS RELATIONSHIPS THEY MAY HAVE WITH OTHER OFFICERS, DIRECTORS OR KEY EMPLOYEES OF THE ORGANIZATION. THE SECRETARY OF THE BOARD IS CHARGED WITH ENSURING THE COI STATEMENT AND ADDENDUM ARE SIGNED EACH YEAR BY DIRECTORS, WHILE THE ORGANIZATION'S HUMAN RESOURCES DEPARTMENT IS CHARGED WITH ENSURING THOSE DOCUMENTS ARE SIGNED BY OFFICERS AND KEY EMPLOYEES. IF ANY COVERED PERSON DISCLOSES A POTENTIAL OR ACTUAL CONFLICT, THE FOLLOWING PROCEDURE IS FOLLOWED: (1) THE CONFLICTING INTEREST IS FULLY DISCLOSED TO THE BOARD; (2) THE COVERED PERSON RESPONDS TO ANY FACTUAL QUESTIONS FROM THE BOARD RELATED TO THE DISCLOSED CONFLICT; AND (3) THE BOARD, WITHOUT THE COVERED PERSON, DISCUSSES THE CONFLICT AND APPROVES OR DISAPPROVES THE PROPOSED TRANSACTION. Line 15A & B - FOR 2010 COMPENSATION, THE EXECUTIVE COMMITTEE OF THE BOARD, COMPRISED SOLELY OF INDEPENDENT DIRECTORS, NONE OF WHOM HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT, WAS ACCOUNTABLE FOR SETTING A REASONABLE COMPENSATION PACKAGE FOR THE CEO. THE COMMITTEE PERFORMS AN ANNUAL REVIEW OF THE CEO AND ESTABLISHES GOALS FOR THE NEXT FISCAL YEAR. THE COMMITTEE ALSO GATHERS BENCHMARKING DATA RELEVANT TO OFFICERS FROM COMPARABLE NATIONAL NONPROFIT ORGANIZATIONS AND ANALYZES THE SALARY SURVEY RESULTS PROVIDED BY MAKE-A-WISH FOUNDATION OF AMERICA. THE COMPENSATION PACKAGES FOR OTHER OFFICERS AND KEY EMPLOYEES ARE DETERMINED BY THE CEO. THE CEO PERFORMS AN ANNUAL REVIEW OF THE OFFICER OR EMPLOYEE AND ESTABLISHES GOALS FOR THE NEXT FISCAL YEAR. THE CEO ALSO EVALUATES BENCHMARKING DATA RELEVANT TO OFFICERS AND EMPLOYEES FROM COMPARABLE NATIONAL NONPROFIT ORGANIZATIONS AND ANALYZES THE SALARY SURVEY RESULTS PROVIDED BY MAKE-A-WISH FOUNDATION OF AMERICA. THE ORGANIZATION'S WRITTEN RECORDS INCLUDE THE (1) TERMS OF THE COMPENSATION ARRANGEMENTS; (2) A DESCRIPTION OF THE COMPARABLE DATA RELIED UPON BY THE EXECUTIVE COMMITTEE; AND (3) DOCUMENTATION OF THE DECISIONS MADE BY THE EXECUTIVE COMMITTEE. |
| Part VI, Section C | Line 19 - Financial statements are available to the public upon request. Governing documents and conflict of interest policies are also available upon request with inspection at an office of the organization. |
| Part XI, Line 5 | Unrealized Gain 24,092 Donated Services and Use of Facilities 80,560 Change in Value of Beneficial Interest in Trust 53,854 Change in Value of CHARITABLE GIFT ANNUITY 8,275 --------- Total Change 166,781 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Regions Trust as Trustee of the JM TUW | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1511 N West Shore Blvd Suite 850 | AddressLine1 |
| City | Tampa | City |
| State | FL | State |
| ZIP Code | 33607 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 597269187 | EIN |
| Primary Activity | CRUT | PrimaryActivity |
| Legal Domicile State | FL | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | TRUST | TypeOfEntity |
| Share Of Total Income | 4936 | ShareOfTotalIncome |
| Share Of EOY Assets | 0 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Comments