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Nonprofiteer
← MAKE-A-WISH FOUNDATION OF UTAH INC

Form 990 for tax year 2022

Filed by MAKE-A-WISH FOUNDATION OF UTAH INC.

Totals

Total revenue
$6,689,319
Total expenses
$4,677,312
Contributions and grants received
$6,752,862
Grants paid
$2,679,684
Program service revenue
$5,850
Investment income
-$69,393
Other revenue
$0
Total assets, end of year
$10,913,325
Total liabilities, end of year
$320,124
Net assets or fund balances, end of year
$10,593,201
Program services expenses (Part IX)
$3,604,875
Management and general expenses
$646,667
Fundraising expenses
$425,770
Program service expenses (Part III)
$3,604,875

Program services were 77.1% 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.

  • 1f · All other contributions, gifts and grants

    $6,752,862

  • 1g · Noncash contributions included above

    $973,381

  • 2a · Program service revenue: WISH ASSIST FEES

    total $5,850 · related or exempt $5,850

  • 3 · Investment income

    total $102,102 · excluded $102,102

  • 7a · Gross sales of assets other than inventory

    securities $142,838

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

    securities $314,302 · other assets $31

  • 7c · Gain or loss

    securities -$171,464 · other assets -$31

  • 7d · Net gain or loss

    total -$171,495 · excluded -$171,495

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $2,679,684 · program services $2,679,684

  • 5 · Compensation of officers, directors and key employees

    total $653,008 · program services $293,853 · management and general $222,023 · fundraising $137,132

  • 7 · Other salaries and wages

    total $535,282 · program services $236,349 · management and general $183,955 · fundraising $114,978

  • 8 · Pension plan contributions

    total $11,098 · program services $4,939 · management and general $3,889 · fundraising $2,270

  • 9 · Other employee benefits

    total $93,748 · program services $41,852 · management and general $32,574 · fundraising $19,322

  • 10 · Payroll taxes

    total $82,943 · program services $37,142 · management and general $28,582 · fundraising $17,219

  • 11c · Fees: accounting

    total $4,480 · management and general $4,480

  • 11f · Fees: investment management

    total $30,007 · management and general $30,007

  • 11g · Fees: other

    total $10,804 · program services $4,870 · management and general $476 · fundraising $5,458

  • 12 · Advertising and promotion

    total $13,912 · program services $5,801 · management and general $3,436 · fundraising $4,675

  • 13 · Office expenses

    total $29,369 · program services $15,459 · management and general $3,202 · fundraising $10,708

  • 14 · Information technology

    total $23,328 · program services $3,273 · management and general $16,450 · fundraising $3,605

  • 16 · Occupancy

    total $40,427 · program services $29,081 · management and general $7,464 · fundraising $3,882

  • 17 · Travel

    total $28,870 · program services $833 · management and general $19,837 · fundraising $8,200

  • 19 · Conferences, conventions and meetings

    total $67,502 · program services $18,220 · management and general $16,762 · fundraising $32,520

  • 22 · Depreciation, depletion and amortization

    total $72,941 · program services $37,067 · management and general $20,809 · fundraising $15,065

  • 24a · Other expenses: NATIONAL DUES

    total $261,295 · program services $188,620 · management and general $38,619 · fundraising $34,056

  • 24b · Other expenses: MISCELLANEOUS

    total $32,794 · program services $7,774 · management and general $13,519 · fundraising $11,501

  • 24c · Other expenses: MERCHANT FEES

    total $3,272 · program services $53 · management and general $30 · fundraising $3,189

  • 24d · Other expenses: MEMBERSHIP DUES

    total $2,548 · program services $5 · management and general $553 · fundraising $1,990

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $601,384 · end of year $1,670,997

  • 2 · Savings and temporary cash investments

    beginning of year $95,526 · end of year $95,892

  • 3 · Pledges and grants receivable

    beginning of year $2,053,447 · end of year $2,823,147

  • 4 · Accounts receivable

    beginning of year $1,505 · end of year $2,430

  • 8 · Inventories for sale or use

    beginning of year $4,908 · end of year $1,568

  • 9 · Prepaid expenses and deferred charges

    beginning of year $226,507 · end of year $93,483

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

    $2,777,462

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

    $1,195,843

  • 10c · Land, buildings and equipment, net

    beginning of year $1,625,166 · end of year $1,581,619

  • 11 · Investments: publicly traded securities

    beginning of year $3,829,136 · end of year $4,569,768

  • 15 · Other assets

    beginning of year $78,755 · end of year $74,421

  • 17 · Accounts payable and accrued expenses

    beginning of year $241,405 · end of year $229,042

  • 25 · Other liabilities

    beginning of year $30,056 · end of year $91,082

  • 27 · Net assets without donor restrictions

    beginning of year $2,804,449 · end of year $3,254,311

  • 28 · Net assets with donor restrictions

    beginning of year $5,440,424 · end of year $7,338,890

Mission and programs · 2022

Mission

THE MAKE-A-WISH FOUNDATION OF UTAH CREATES LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES.

Activities or mission (Part I)

CREATES LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES.

  • SEE SCHEDULE O.

    Expenses $3,604,875 · Grants $2,679,684 · Revenue $5,850

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jared Perry

    PRESIDENT/CEO (THRU 5/12/2023)

    Total calculated
    $278,117
    From this org
    $245,903
    From related orgs
    $0
    Other
    $32,214
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $185,903
    Bonus
    $60,000
    Other
    $0
    Deferred
    $5,911
    Nontaxable benefits
    $26,303
    Filer's total
    $278,117

  • Daniel Dudley

    PRESIDENT/CEO (BEGAN 6/20/2023)

    Total calculated
    $161,754
    From this org
    $138,060
    From related orgs
    $0
    Other
    $23,694
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $113,060
    Bonus
    $25,000
    Other
    $0
    Deferred
    $3,547
    Nontaxable benefits
    $20,147
    Filer's total
    $161,754

  • Caitlin Tursic

    CHIEF FINANCE & OPERATIONS OFFICER

    Total calculated
    $123,979
    From this org
    $114,140
    From related orgs
    $0
    Other
    $9,839
    Hours/week
    40

  • Hilarie Woolley

    CHIEF PROGRAM OFFICER

    Total calculated
    $99,832
    From this org
    $90,943
    From related orgs
    $0
    Other
    $8,889
    Hours/week
    40

  • Todd Heiner

    CHAIR

    Total calculated
    $0
    Hours/week
    6

  • Jeff Smith

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    6

  • Judy Copier

    TREASURER

    Total calculated
    $0
    Hours/week
    6

  • Kevin Bruder

    TREASURER (THRU 1/01/2023)

    Total calculated
    $0
    Hours/week
    6

  • Rob Shelton

    SECRETARY

    Total calculated
    $0
    Hours/week
    6

  • Richard Reed

    SECRETARY (THRU 1/01/2023)

    Total calculated
    $0
    Hours/week
    6

  • Tara Thue

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Bill Flurry

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Dan Hatch

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Heather Kahlert

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Kameron Leon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Kyle Hunter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Lindsey Flores

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Mary Woodward

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Megan Bonham

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Mike Skalla

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Paul Walker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Skip Wilson

    DIRECTOR (THRU 1/01/2023)

    Total calculated
    $0
    Hours/week
    3

  • Spence Hoole

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Tammy Crayk-Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Yashoda Clark

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Zandra Anderson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

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 committee
  • 3 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
THE CEO AND STAFF RECEIVED A BONUS BASED ON GOALS SET YEARLY 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 PACKAGE FOR THE FISCAL YEAR.

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
2022
Filed
23 June 2024
IRS schema version
2022v5.0
Source object
202441769349301264

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