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Nonprofiteer
← MAKE A WISH FOUNDATION OF GREATER BAY AREA

Form 990 for tax year 2024

Filed by MAKE A WISH FOUNDATION OF GREATER BAY AREA.

Totals

Total revenue
$9,144,994
Total expenses
$8,838,662
Contributions and grants received
$8,902,647
Grants paid
$3,476,167
Program service revenue
$31,363
Investment income
$283,103
Other revenue
-$72,119
Total assets, end of year
$10,249,534
Total liabilities, end of year
$1,063,015
Net assets or fund balances, end of year
$9,186,519
Program services expenses (Part IX)
$5,456,519
Management and general expenses
$1,651,677
Fundraising expenses
$1,730,466
Program service expenses (Part III)
$5,456,519

Program services were 61.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $4,590

  • 1c · Fundraising events

    $979,721

  • 1f · All other contributions, gifts and grants

    $7,918,336

  • 1g · Noncash contributions included above

    $384,456

  • 2a · Program service revenue: WISH ASSIST FEES

    total $31,363 · related or exempt $31,363

  • 3 · Investment income

    total $189,217 · excluded $189,217

  • 7a · Gross sales of assets other than inventory

    securities $2,359,360

  • 7b · Less cost or other basis and sales expenses

    securities $2,263,629 · other assets $1,845

  • 7c · Gain or loss

    securities $95,731 · other assets -$1,845

  • 7d · Net gain or loss

    total $93,886 · excluded $93,886

  • 8a · Fundraising events: gross income

    $580,630

  • 8a · Fundraising events: contributions included on line 1c

    $979,721

  • 8b · Fundraising events: direct expenses

    $659,212

  • 8c · Net income from fundraising events

    total -$78,582 · excluded -$78,582

  • 9a · Gaming: gross income

    $35,580

  • 9b · Gaming: direct expenses

    $12,617

  • 9c · Net income from gaming

    total $22,963 · excluded $22,963

  • 10a · Gross sales of inventory

    $6,000

  • 10b · Cost of goods sold

    $22,500

  • 10c · Net income from sales of inventory

    total -$16,500 · related or exempt -$16,500

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $3,476,167 · program services $3,476,167

  • 5 · Compensation of officers, directors and key employees

    total $575,590 · program services $155,409 · management and general $259,016 · fundraising $161,165

  • 7 · Other salaries and wages

    total $2,221,786 · program services $893,030 · management and general $648,580 · fundraising $680,176

  • 8 · Pension plan contributions

    total $69,655 · program services $27,610 · management and general $20,798 · fundraising $21,247

  • 9 · Other employee benefits

    total $148,260 · program services $58,046 · management and general $45,131 · fundraising $45,083

  • 10 · Payroll taxes

    total $236,984 · program services $89,106 · management and general $76,546 · fundraising $71,332

  • 11a · Fees: management

    total $19,516 · program services $492 · management and general $16,984 · fundraising $2,040

  • 11c · Fees: accounting

    total $101,556 · management and general $93,556 · fundraising $8,000

  • 11e · Fees: professional fundraising services

    total $185,751 · fundraising $185,751

  • 11f · Fees: investment management

    total $40,136 · management and general $40,136

  • 11g · Fees: other

    total $200,867 · program services $8,642 · management and general $84,946 · fundraising $107,279

  • 12 · Advertising and promotion

    total $2,121 · fundraising $2,121

  • 13 · Office expenses

    total $142,092 · program services $75,106 · management and general $20,710 · fundraising $46,276

  • 14 · Information technology

    total $67,689 · program services $19,990 · management and general $20,022 · fundraising $27,677

  • 16 · Occupancy

    total $608,369 · program services $228,747 · management and general $196,503 · fundraising $183,119

  • 17 · Travel

    total $14,705 · program services $3,007 · management and general $3,028 · fundraising $8,670

  • 19 · Conferences, conventions and meetings

    total $76,318 · program services $3,107 · management and general $24,316 · fundraising $48,895

  • 20 · Interest

    total $257 · program services $97 · management and general $83 · fundraising $77

  • 22 · Depreciation, depletion and amortization

    total $24,058 · program services $9,046 · management and general $7,771 · fundraising $7,241

  • 23 · Insurance

    total $749 · program services $749

  • 24a · Other expenses: CHAPTER DUES

    total $583,098 · program services $408,168 · management and general $81,634 · fundraising $93,296

  • 24b · Other expenses: MERCHANT FEES

    total $30,003 · fundraising $30,003

  • 24c · Other expenses: BAD DEBT

    total $11,917 · management and general $11,917

  • 24d · Other expenses: MEMBERSHIP DUES

    total $1,018 · fundraising $1,018

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $346,134 · end of year $714,991

  • 2 · Savings and temporary cash investments

    beginning of year $715,495 · end of year $356,404

  • 3 · Pledges and grants receivable

    beginning of year $1,589,981 · end of year $2,307,483

  • 8 · Inventories for sale or use

    beginning of year $57,905 · end of year $35,088

  • 9 · Prepaid expenses and deferred charges

    beginning of year $323,651 · end of year $323,715

  • 10a · Land, buildings and equipment: cost or other basis

    $233,076

  • 10b · Land, buildings and equipment: accumulated depreciation

    $205,448

  • 10c · Land, buildings and equipment, net

    beginning of year $45,832 · end of year $27,628

  • 11 · Investments: publicly traded securities

    beginning of year $5,959,072 · end of year $5,298,560

  • 15 · Other assets

    beginning of year $1,243,518 · end of year $1,185,665

  • 17 · Accounts payable and accrued expenses

    beginning of year $377,245 · end of year $404,487

  • 19 · Deferred revenue

    beginning of year $15,648 · end of year $20,380

  • 25 · Other liabilities

    beginning of year $1,177,394 · end of year $638,148

  • 27 · Net assets without donor restrictions

    beginning of year $4,918,039 · end of year $4,809,997

  • 28 · Net assets with donor restrictions

    beginning of year $3,793,262 · end of year $4,376,522

Mission and programs · 2024

Mission

TOGETHER, WE CREATE LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES.

  • SEE SCHEDULE O.

    Expenses $5,456,519 · Grants $3,476,167 · Revenue $14,863

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • CHARLOTTE BIERN

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $308,790
    From this org
    $276,934
    From related orgs
    $0
    Other
    $31,856
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $276,934
    Bonus
    $0
    Other
    $0
    Deferred
    $11,599
    Nontaxable benefits
    $20,257
    Filer's total
    $308,790

  • LYNNE DURIE

    FORMER COO (THRU 1/31/24)

    Total calculated
    $54,918
    From this org
    $51,900
    From related orgs
    $0
    Other
    $3,018
    Hours/week
    40

  • KATHLEEN BACKUS

    CHIEF DEV. OFFICER (THRU 2/7/25)

    Total calculated
    $225,269
    From this org
    $206,842
    From related orgs
    $0
    Other
    $18,427
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $206,842
    Bonus
    $0
    Other
    $0
    Deferred
    $6,700
    Nontaxable benefits
    $11,727
    Filer's total
    $225,269

  • SEAN BARTON

    VP OF OP & FINANCE

    Total calculated
    $124,533
    From this org
    $119,261
    From related orgs
    $0
    Other
    $5,272
    Hours/week
    40

  • LINDA ANDERBERG

    SR. VP MARKETING & STRATEGY

    Total calculated
    $162,087
    From this org
    $148,915
    From related orgs
    $0
    Other
    $13,172
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,666
    Bonus
    $0
    Other
    $249
    Deferred
    $5,957
    Nontaxable benefits
    $7,215
    Filer's total
    $162,087

  • SUSANNA FALK

    VP OF MISSION DELIVERY

    Total calculated
    $166,273
    From this org
    $146,625
    From related orgs
    $0
    Other
    $19,648
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,625
    Bonus
    $0
    Other
    $0
    Deferred
    $6,117
    Nontaxable benefits
    $13,531
    Filer's total
    $166,273

  • DENNIS SCHRAG

    SENIOR MAJOR GIFTS OFFICER

    Total calculated
    $132,734
    From this org
    $126,957
    From related orgs
    $0
    Other
    $5,777
    Hours/week
    40

  • YOSHINORI GARRETT LEW

    DIR. OF DATA & ANALYTICS (THRU 4/25/25)

    Total calculated
    $116,075
    From this org
    $103,660
    From related orgs
    $0
    Other
    $12,415
    Hours/week
    40

  • ALLIE REYNOLDS

    VP CORP DEV. (THRU 7/12/24)

    Total calculated
    $121,048
    From this org
    $112,456
    From related orgs
    $0
    Other
    $8,592
    Hours/week
    40

  • TIFFANY ROWE

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    5

  • MARTI POZZI

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    5

  • ASH BARAGHOUSH

    VICE CHAIR/SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • JOHN SUN

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • CATHERINE AKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • KARA BAYSINGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • RAE CORR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • ISHA CLARK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • DANA GREEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • SHANNON GHIA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • CHARLES HALLADAY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • AMANDA HIGGINS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • PETER HILLIARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • ALLEGRA JONES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • JEN KELLY

    DIRECTOR (THRU 8/21/25)

    Total calculated
    $0
    Hours/week
    5

  • BEN KOCHALSKI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • ASH KULKARNI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • SCOTT MANDELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • GEORGE MADRIGAL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • SHANNON O'SHEA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • KRISTIN PACE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • BERYL POTTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • RAGHU RAGHURAM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • MANTRA ROBINSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • GEORGE SAMMUT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • JENNIFER SHAPPLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • SHAILY SANGHVI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • ANAHITA TAFVIZI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • CARLA WICKS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
21 May 2026
IRS schema version
2024v5.5
Source object
202641429349301114

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