2026-05-12T17:17:31-05:00 2025-08-31 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2024-09-01 521306075 MAKE-A-WISH FOUNDATION OF THE MID-ATLANTIC INC MAKE 3019629474 6555 ROCK SPRING DRIVE 280 BETHESDA MD 20817 LESLI CREEDON PRESIDENT & CEO 3019629474 2026-05-11 1 1 LINDSEY PIGG P01268923 7819821001 2026-04-20 2024 2025-03-06 01:10:19Z LESLI CREEDON 6555 ROCK SPRING DRIVE 280 BETHESDA MD 20817 9243891 0 X WISH.ORG/MIDATLANTIC X 1983 MD TOGETHER, WE CREATE LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES. 24 24 25 286 13759 12759 6575848 6689386 9300 12150 183159 239077 -55529 1315 6712778 6941928 3536704 2787474 0 0 2775067 2717884 0 0 1738229 1486878 1484357 7798649 6989715 -1085871 -47787 7344339 7012109 2497904 2105868 4846435 4906241 THE MAKE-A-WISH FOUNDATION OF THE MID-ATLANTIC CREATES LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES. 0 0 4198643 2787474 12150 SEE SCHEDULE O. 4198643 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 10 0 1 25 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 DC MD VA X SHERRY HEWITT 3019629474 6555 ROCK SPRING DRIVE 280 BETHESDA MD 20817 LESLI CREEDON PRESIDENT & CEO 40.00 X 320361 0 17698 MELISSA PRATHER CHIEF REVENUE OFFICER 40.00 X 185633 0 35864 SHERRY HEWITT COO & CFO 40.00 X 193264 0 25233 KATHERINE YOUNG CHIEF PROGRAM OFFICER 40.00 X 131931 0 5045 JARRETT THOMPSON SR DIRECTOR, FINANCE & OPERATIONS 40.00 X 103313 0 14292 DARLA BROWN DIRECTOR, DATA & INFO. SERVICES 40.00 X 100655 0 16605 JASON PAPPAS BOARD CHAIR 2.00 X X 0 0 0 LAURA FUENTES VICE CHAIR 2.00 X X 0 0 0 ORENZO PERRY HOLLOWELL TREASURER 2.00 X X 0 0 0 DAVID GOLDBERG SECRETARY 2.00 X X 0 0 0 EDWARD BARRY DIRECTOR 2.00 X 0 0 0 KATHERINE BERMAN DIRECTOR 2.00 X 0 0 0 MARK CABREY DIRECTOR 2.00 X 0 0 0 AUGUST AUGIE CHIASERA DIRECTOR 2.00 X 0 0 0 ELLEN CONNORS DIRECTOR 2.00 X 0 0 0 LAIRD CREIGHTON DIRECTOR 2.00 X 0 0 0 ADAM DUMEY DIRECTOR 2.00 X 0 0 0 SUSAN FIORELLA DIRECTOR 2.00 X 0 0 0 DAVID HESS DIRECTOR 2.00 X 0 0 0 PRITPAL RAHMAN KALSI DIRECTOR 2.00 X 0 0 0 SOPHIE LAMONTAGNE DIRECTOR 2.00 X 0 0 0 VICTORIA LION MONROE DIRECTOR 2.00 X 0 0 0 MACK MCGEE DIRECTOR 2.00 X 0 0 0 JOEL NIAMIEN DIRECTOR 2.00 X 0 0 0 JYOTHI RAGHAVEN DIRECTOR 2.00 X 0 0 0 PAMELA ROTHKA DIRECTOR 2.00 X 0 0 0 KRISTEN SALMON DIRECTOR 2.00 X 0 0 0 STACY SCHWARTZ DIRECTOR 2.00 X 0 0 0 JONATHAN SPAETH DIRECTOR 2.00 X 0 0 0 BEN WU DIRECTOR 2.00 X 0 0 0 1035157 0 114737 6 0 1 0 WALDORF ASTORIA WASHINGTON DC 1100 PENNSYLVANIA AVENUE NW WASHINGTON DC 20004 CATERING SERVICES 361312 1 1494086 250000 4945300 976617 6689386 WISH ASSIST FEES 900099 12150 12150 12150 153913 13759 140154 1652458 1567294 85164 85164 85164 734669 1494086 734669 0 OTHER INCOME 900099 1315 1315 1315 6941928 12150 13759 226633 2787474 2787474 566390 65055 309307 192028 1780844 653559 248479 878806 91792 34090 12032 45670 117539 39964 20773 56802 161319 50017 37266 74036 21841 550 21291 6465 6465 13815 13815 46037 7753 26143 12141 61517 61517 112465 25328 23848 63289 46875 10072 9087 27716 313186 104578 95087 113521 54332 11515 8522 34295 7282 895 4789 1598 117296 117296 4601 1566 1482 1553 UBIT EXPENSE 1306 281 253 772 NATIONAL DUES 569894 387528 91183 91183 MERCHANT FEES 52635 11309 10204 31122 OTHER EXPENSES 31364 6738 6081 18545 23446 371 10731 12344 6989715 4198643 1052843 1738229 185496 198907 1223033 545139 708801 640107 350000 105277 111124 197905 214491 1221051 948197 383273 272854 2993294 3386378 68669 21750 1478591 1271359 7344339 7012109 568176 493352 93000 100286 1836728 1512230 2497904 2105868 X 2614683 2666849 2231752 2239392 4846435 4906241 7344339 7012109 -47787 115135 -7542 0 X 0 1 X 1 0 X 5206654 8520552 7228038 6575848 6689386 34220478 5206654 8520552 7228038 6575848 6689386 34220478 2787763 31432715 52331 57284 139250 172691 140154 561710 1116 10486 9447 6805 13759 41613 73262 356109 473037 545583 736014 2184005 37007806 37000 0.84940 0.85430 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS FUNDRAISING REVENUE - 2020 AMOUNT: $ 71,357. 2021 AMOUNT: $ 352,460. 2022 AMOUNT: $ 468,356. 2023 AMOUNT: $ 542,868. 2024 AMOUNT: $ 734,699. OTHER INCOME - 2020 AMOUNT: $ 1,905. 2021 AMOUNT: $ 3,649. 2022 AMOUNT: $ 4,681. 2023 AMOUNT: $ 2,715. 2024 AMOUNT: $ 1,315. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 771643 155228 50846 977717 458092 293279 20272 771643 448775 9317 458092 0.08226 0.91774 0 0 1014770 756744 258026 160855 159988 867 45426 31465 13961 272854 DUE FROM NATIONAL 206907 SECURITY DEPOSITS 53616 DUE FROM OTHER CHAPTERS 2508 RIGHT-OF-USE ASSETS - OPERATING 1008328 1271359 DUE TO NATIONAL 11041 DUE TO OTHER CHAPTERS 32771 LEASE LIABILITY - OPERATING 1468418 1512230 X 7747091 115135 703843 818978 6928113 13815 13815 6941928 7687285 711385 711385 6975900 13815 13815 6989715 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF ONE INDIVIDUAL FUND ESTABLISHED FOR A PURPOSE OF SUPPORTING WISH GRANTING ACTIVITIES. PART X, LINE 2: THE FOUNDATION IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME AND MARYLAND INCOME TAXES UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3) AND SECTION 81 OF THE STATE OF MARYLAND TAX CODE. HOWEVER, THE FOUNDATION REMAINS SUBJECT TO INCOME TAXES ON ANY NET INCOME THAT IS DERIVED FROM A TRADE OR BUSINESS, REGULARLY CARRIED ON AND NOT IN FURTHERANCE OF THE PURPOSE FOR WHICH IT WAS GRANTED EXEMPTION. NO INCOME TAX PROVISION HAS BEEN RECORDED AS THE NET INCOME, IF ANY, FROM ANY UNRELATED TRADE OR BUSINESS, IN THE OPINION OF MANAGEMENT, IS NOT MATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. MANAGEMENT BELIEVES THAT NO UNCERTAIN TAX POSITIONS EXIST FOR THE FOUNDATION AT AUGUST 31, 2025 AND 2024. THE FOUNDATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION, AND APPLICABLE STATE JURISDICTIONS. WISH BALL 1651089 1161759 489330 322250 16658 17675 132746 BALTIMORE GOLF EVENT 234018 131049 102969 95412 7558 3 343648 201278 142370 32784 72817 36769 2228755 1494086 734669 450446 89475 17675 177073 734669 0 1 WISHES GRANTED 315 1778571 1008902 FMV TRAVEL, M&E, SUPPLIES PART I, LINE 2: FOR EACH CHILD WHO MEET ELIGIBILITY CRITERIA, A FILE IS ESTABLISHED IN ACCORDANCE WITH MAKE-A-WISH FOUNDATION OF AMERICA PROCEDURES. THE CHILD IS INTERVIEWED BY THE WISH TEAM STAFF MEMBERS AND/OR VOLUNTEERS TO UNDERSTAND THE CHILD'S WISH REQUEST. A WISH BUDGET IS CREATED BY WISH GRANTING STAFF AND APPROVED BY WISH OR FINANCE MANAGEMENT. WISH EXPENSES ARE GENERATED BY WISH GRANTING STAFF AND REVIEWED AND APPROVED BY WISH MANAGEMENT TO ENSURE THAT COSTS ALIGN WITH THE WISH BUDGET. ONCE THE WISH HAS BEEN GRANTED AND ALL EXPENSES PAID, THE WISH FILE IS CLOSED. X X X 1 0 0 0 0 0 0 1 0 LESLI CREEDON PRESIDENT & CEO 255361 0 65000 0 0 0 16250 0 1448 0 338059 0 0 0 MELISSA PRATHER CHIEF REVENUE OFFICER 173133 0 12500 0 0 0 9875 0 25989 0 221497 0 0 0 SHERRY HEWITT COO & CFO 173264 0 20000 0 0 0 11508 0 13725 0 218497 0 0 0 PART I, LINE 4A THE ORGANIZATION PAID KATHERINE YOUNG, CHIEF PROGRAM OFFICER, A SEVERANCE PAYMENT OF $73,569 IN CALENDAR YEAR 2024. PART I, LINE 7 THE PRESIDENT & CEO, COO & CFO, AND THE CHIEF REVENUE OFFICER, RECEIVED A BONUS BASED ON GOALS SET BY THE BOARD OF DIRECTORS CONSISTING OF INDEPENDENT PERSONS. AT THE END OF THE FISCAL YEAR, THE BOARD OF DIRECTORS REVIEWS THE PERFORMANCE OF THE ORGANIZATION AGAINST THE GOALS TO DETERMINE THE BONUS FOR THE FISCAL YEAR. X 3 20240 FMV X WISH RELATED 122 644678 FMV X AIRFARE 38 115529 FMV X THEME PARK, EXCURSIONS, ATTRACTIONS, EVENTS, ETC. 142 66645 FMV X ENHANCEMENTS/ICEBREAKERS 461 49314 FMV X CRUISE 2 23407 FMV X MISC/OTHER - WISH GRANTING 25 19636 FMV X WISH/OTHER/EVENTS INVENTORY 23 14022 FMV X TRAILER/CAMPER 3 6234 FMV X ELECTRONICS 3 5392 FMV X ANIMAL 2 5170 FMV X PLAYSET/PLAYGROUND 2 3808 FMV X GROUND TRANSPORTATION/MEALS 8 1690 FMV X TRAIN 8 852 FMV 0 0 1 0 PART I, COLUMN (B): COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 1A THERE SHALL BE AN EXECUTIVE COMMITTEE OF THE BOARD COMPOSED OF THE CHAIRMAN, VICE-CHAIRMAN, SECRETARY, TREASURER, AND CHAIR OF EACH COMMITTEE. THE EXECUTIVE COMMITTEE SHALL HAVE AND MAY EXERCISE, BETWEEN MEETINGS OF THE BOARD, ALL OF THE DELEGABLE POWERS OF THE BOARD TO THE EXTENT NOT EXPRESSLY PROHIBITED BY THE LAWS OF THE STATE OF MARYLAND OR BY RESOLUTION OF THE BOARD. THE BOARD MAY DESIGNATE ONE OR MORE DIRECTORS AS ALTERNATE MEMBERS OF THE EXECUTIVE COMMITTEE TO REPLACE ANY ABSENT OR DISQUALIFIED MEMBER AT ANY MEETING OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE, SHALL FIX ITS OWN RULES OF PROCEDURE AND IT SHALL KEEP A RECORD OF ITS PROCEEDINGS AND REPORT THEM TO THE BOARD AT THE NEXT REGULAR MEETING OF THE BOARD AFTER SUCH PROCEEDINGS HAVE BEEN TAKEN. ALL SUCH PROCEEDINGS SHALL BE SUBJECT TO REVISION OR AMENDMENT BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED DURING THE TAX YEAR TO INCREASE THE MAXIMUM NUMBER OF YEARS BOARD MEMBERS MAY SERVE. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION WORKED CLOSELY WITH AN INDEPENDENT PUBLIC ACCOUNTING FIRM ENGAGED TO PREPARE THE FORM 990. THE DRAFT FORM 990 PREPARED BY THE ACCOUNTING FIRM WAS REVIEWED BY THE FOUNDATION'S PRESIDENT/CEO AND THE COO & CFO. THE RETURN WAS THEN PRESENTED TO THE FINANCE COMMITTEE OF THE BOARD, COMPOSED OF FINANCIAL PROFESSIONALS, FOR REVIEW AND COMMENTS. SUBSEQUENT TO THE COMMITTEE'S APPROVAL, A COMPLETE COPY OF THE FORM 990 WAS PROVIDED TO ALL VOTING BOARD MEMBERS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION MAINTAINS A CONFLICT OF INTEREST AND ETHICS STATEMENT AS PROVIDED BY THE MAKE-A-WISH FOUNDATION OF AMERICA FOR EACH OFFICER, EMPLOYEE, BOARD MEMBER, AND VOLUNTEER. SUCH STATEMENTS MUST BE SIGNED UPON DATE OF HIRE, ELECTION, OR COMMENCEMENT OF VOLUNTEER SERVICE, AND AT LEAST ANNUALLY THEREAFTER. THE SIGNED STATEMENTS ARE THEN SUBMITTED TO AND REVIEWED BY THE VOLUNTEER MANAGER IF THEY ARE FROM VOLUNTEERS, AND THE PRESIDENT/CEO AND THE COO & CFO IF FROM STAFF AND BOARD MEMBERS. REVIEW OF THE STATEMENTS IS MONITORED BY THE PRESIDENT/CEO. THE PROCEDURES FOR ADDRESSING ANY CONFLICTS OF INTEREST OF WHICH THE PRESIDENT/CEO BECOMES AWARE INCLUDES, BUT ARE NOT LIMITED TO, THE FOLLOWING (1) DETERMINING THE NATURE OF THE CONFLICT VIA VERBAL OR WRITTEN COMMUNICATION WITH THE INTERESTED PERSON, (2) FULLY DISCLOSING CONFLICTING INTERESTS TO THE BOARD, (3) THE CONFLICTED PERSON RECUSES HIMSELF/HERSELF FROM DELIBERATIONS AND DECISIONS REGARDING THE TRANSACTION, AND (4) TAKING APPROPRIATE ACTIONS WARRANTED BY THE CONFLICT AS RECOMMENDED BY THE BOARD UP TO AND INCLUDING TERMINATION OF SERVICE. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT/CEO'S COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE. COMMITTEE REVIEWS AGAINST BENCH-MARKING SALARY SURVEYS WHEN SALARY SURVEYS ARE COMPLETED FOR THE CHAPTER. SURVEYS MAY INCLUDE: SURVEYS COMPLETED BY MAKE-A-WISH FOUNDATION OF AMERICA (TYPICALLY COMPLETED EVERY FEW YEARS), SURVEYS COMPLETED BY NATIONAL BENCHMARKING ORGANIZATIONS; SURVEYS COMPLETED BY STATE ORGANIZATIONS; AND SURVEYS COMPLETED BY A THIRD PARTY USING REGIONAL/STATE/LOCAL DATA. THE BOARD'S DISCUSSIONS AND DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED. DOCUMENTATION INCLUDES: COMPARABILITY DATA RELIED UPON; DETAILS OF THE COMPENSATION INCREASE, IF ANY; EFFECTIVE DATE; DATE APPROVED; AND MEMBERS PRESENT DURING THE DISCUSSION. IN SPRING 2024, OUR CHAPTER ENGAGED A THIRD PARTY TO COMPLETE A SALARY SURVEY FOR ALL STAFF POSITIONS. CEO AND CFO REVIEW DATA FOR ALL POSITIONS COMPARED TO MARKET. CEO DETERMINES COMPENSATION STRATEGY FOR ALL POSITIONS, WHICH IS CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.