2012-04-04T11:47:03-05:00 2011-08-31 KPMG LLP 355 S Grand Ave Suite 2000 Los Angeles CA 90071 990 2010-09-01 593235806 Make-A-Wish Foundation of Central & Northern Florida MAKE 4076224673 1020 North Orlando Avenue Suite 10 Maitland FL 32751 Kathlyn Vroman 2012-03-28 2139724000 2010 2016-02-24 21:20:13Z Kathryn Vroman 1020 N Orlando Ave Ste 100 Maitland FL 32751 4024177 false X www.wishcentral.org X 1994 FL We grant the wishes of children with life-threatening medical conditions to enrich the human experience with hope, strength, and joy. 23 23 28 1074 0 0 2925032 2584036 92690 108950 32572 8251 146469 205976 3196763 2907213 1297460 1917425 0 0 1088348 1113650 0 0 565063 579070 590489 2964878 3621564 231885 -714351 2594806 2012411 920665 885840 1674141 1126571 X 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. false false 2527928 1917425 108950 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. 2527928 true true false false false false false false false true false false true true true true true false false false false false false true false false false true false false false false false false false false false true false false false false true false false false false true 4 0 true 28 true false false false false false true true false false false false X 23 23 false false false false false false false true true false false true true true true true true true false false X LEESA AVILA 4076224673 1020 NORTH ORLANDO AVENUE SUITE 10 Maitland FL 32751 Robert Szafranski 5.0 X X 0 0 0 Andrew Fisher 1.0 X X 0 0 0 Chris Quarles 1.0 X X 0 0 0 Paul Jones 1.0 X X 0 0 0 Betsy Pokorny 1.0 X X 0 0 0 Theresa Williams 1.0 X X 0 0 0 Mike Martone 1.0 X X 0 0 0 Brian Carroll 1.0 X 0 0 0 Kelly Flaherty Clark 1.0 X 0 0 0 Jeremy Cloutier 1.0 X 0 0 0 Craig Descalzi 1.0 X 0 0 0 Sonya Dixon 1.0 X 0 0 0 Robyn Goukas 1.0 X 0 0 0 Susan Jones 1.0 X 0 0 0 Mark Kessler 1.0 X 0 0 0 Jason Klein 1.0 X 0 0 0 Kathy Lamm 1.0 X 0 0 0 Alejandro Levy 1.0 X 0 0 0 Eric Marshall 1.0 X 0 0 0 W Doug Martin 1.0 X 0 0 0 David Peckham 1.0 X 0 0 0 Mark Pulley 1.0 X 0 0 0 Sam Jacobs 1.0 X 0 0 0 Kathyrn Vroman 40.0 X 138120 0 8345 Leesa Avila 40.0 X 83769 0 7720 221889 0 16065 1 false false false 0 751480 1832556 378630 2584036 WISH ASSIST FEES 900099 105150 105150 VOLUNTEER TRAINING FEES 900099 3800 3800 108950 6060 6060 0 0 847513 845322 2191 2191 2191 477165 751480 271466 205699 205699 0 444 176 268 268 OTHER INCOME 900099 9 9 9 2907213 108950 0 214227 0 1917425 1917425 0 0 221742 38631 161923 21188 0 730665 287759 165370 277536 19073 8347 7440 3286 69261 22918 21591 24752 72909 26661 24312 21936 0 156 156 4200 4200 0 0 3820 3820 66041 41318 11009 13714 6125 500 5625 150004 32513 47843 69648 0 0 169341 65095 48354 55892 32142 7866 10005 14271 0 20564 3750 4093 12721 963 373 273 317 76171 57128 5332 13711 28194 10919 7993 9282 3882 1503 1101 1278 GIFTS & AWARDS 5804 1970 1005 2829 REPAIRS AND MAINTENANCE 8431 3039 2177 3215 GIFT CARDS 13139 641 68 12430 MISCELLANEOUS 1512 72 8 1432 3621564 2527928 528573 565063 66286 145756 1163719 310934 27586 48853 44393 66295 185121 157669 44922 27452 511146 534124 736754 878997 2594806 2012411 139116 95948 6460 18477 775089 771415 920665 885840 X 980768 308154 121726 192916 571647 625501 1674141 1126571 2594806 2012411 X -714351 166781 X false true true X false X 2216705 2867896 2549071 2925032 2584036 13142740 2216705 2867896 2549071 2925032 2584036 13142740 13142740 63988 33635 39494 24106 6060 167283 1041237 936465 276594 393728 477618 3125642 16435665 453228 0.79965 0.76700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4805 1944 2861 180316 155725 24591 27452 BENEFICIAL INT IN PERP TRUST 625501 DUE FROM RELATED ENTITIES 226274 GIFT CARDS 329 DEPOSITS 13771 INVENTORY 13122 878997 0 ACCRUED PENDING WISH COSTS 756325 DUE TO RELATED ENITITES 5008 CAPITAL LEASE OBLIGATIONS 10082 771415 2907213 3621564 -714351 24092 80560 62129 166781 -547570 3286860 24092 297246 62129 383467 2903393 3820 3820 2907213 3834430 216686 216686 3617744 3820 3820 3621564 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 Ball - Orlando 317999 106055 211944 61028 2000 73835 Ball - Tampa 82696 36420 46276 19312 2500 26893 18 827950 609005 218945 10175 20959 3190 51574 1228645 751480 477165 10175 101299 7690 152302 271466 205699 N/A true Wishes Granted 298 1573115 344310 FMV Travel, M&E, Supplie Part I, Line 2 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. X Electronics,shopping,travel 372 335659 Retail Value X Event Decor and Supplies 40 42971 Retail Value 0 false true false Part 1 Column B The number of contributions was determined based on the number of contributions received. 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 Regions Trust as Trustee of the JM TUW 1511 N West Shore Blvd Suite 850 Tampa FL 33607 597269187 CRUT FL NA TRUST 4936 0 1.00000 false false false false false false false false false false false false false false false false false false