Form 990 for tax year 2023
Filed by MAKE-A-WISH FOUNDATION OF ORANGE COUNTY.
Totals
- Total revenue
- $4,691,984
- Total expenses
- $4,166,493
- Contributions and grants received
- $4,504,507
- Grants paid
- $1,694,945
- Program service revenue
- $107,450
- Investment income
- $73,679
- Other revenue
- $6,348
- Total assets, end of year
- $4,187,711
- Total liabilities, end of year
- $1,373,238
- Net assets or fund balances, end of year
- $2,814,473
- Program services expenses (Part IX)
- $2,709,138
- Management and general expenses
- $700,719
- Fundraising expenses
- $756,636
- Program service expenses (Part III)
- $2,709,138
Program services were 65.0% 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
$775
-
1c · Fundraising events
$949,744
-
1e · Government grants (contributions)
$103,916
-
1f · All other contributions, gifts and grants
$3,450,072
-
1g · Noncash contributions included above
$634,872
-
2a · Program service revenue: WISH ASSIST FEES
total $107,450 · related or exempt $107,450
-
3 · Investment income
total $51,777 · excluded $51,777
-
7a · Gross sales of assets other than inventory
securities $366,869
-
7b · Less cost or other basis and sales expenses
securities $344,967
-
7c · Gain or loss
securities $21,902
-
7d · Net gain or loss
total $21,902 · excluded $21,902
-
8a · Fundraising events: gross income
$457,485
-
8a · Fundraising events: contributions included on line 1c
$949,744
-
8b · Fundraising events: direct expenses
$457,485
-
8c · Net income from fundraising events
total $0
-
9a · Gaming: gross income
$39,329
-
9b · Gaming: direct expenses
$32,981
-
9c · Net income from gaming
total $6,348 · excluded $6,348
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $1,694,945 · program services $1,694,945
-
5 · Compensation of officers, directors and key employees
total $158,336 · program services $69,510 · management and general $27,867 · fundraising $60,959
-
7 · Other salaries and wages
total $815,505 · program services $358,006 · management and general $143,529 · fundraising $313,970
-
8 · Pension plan contributions
total $15,991 · program services $7,020 · management and general $2,814 · fundraising $6,157
-
9 · Other employee benefits
total $68,346 · program services $30,004 · management and general $12,029 · fundraising $26,313
-
10 · Payroll taxes
total $84,699 · program services $37,183 · management and general $14,907 · fundraising $32,609
-
11a · Fees: management
total $53,000 · management and general $53,000
-
11c · Fees: accounting
total $181,635 · management and general $181,635
-
11f · Fees: investment management
total $18,580 · management and general $18,580
-
11g · Fees: other
total $119,971 · program services $13,259 · management and general $90,513 · fundraising $16,199
-
12 · Advertising and promotion
total $17,015 · program services $4,169 · fundraising $12,846
-
13 · Office expenses
total $92,272 · program services $48,735 · management and general $13,881 · fundraising $29,656
-
14 · Information technology
total $13,632 · program services $3,835 · management and general $7,882 · fundraising $1,915
-
16 · Occupancy
total $375,640 · program services $164,897 · management and general $66,137 · fundraising $144,606
-
17 · Travel
total $4,757 · program services $1,074 · management and general $1,484 · fundraising $2,199
-
19 · Conferences, conventions and meetings
total $20,257 · program services $4,262 · management and general $4,942 · fundraising $11,053
-
20 · Interest
total $1,655 · program services $727 · management and general $291 · fundraising $637
-
22 · Depreciation, depletion and amortization
total $28,590 · program services $12,551 · management and general $5,032 · fundraising $11,007
-
23 · Insurance
total $1,238 · fundraising $1,238
-
24a · Other expenses: CHAPTER DUES
total $368,257 · program services $257,780 · management and general $51,556 · fundraising $58,921
-
24b · Other expenses: MERCHANT FEES
total $25,315 · fundraising $25,315
-
24c · Other expenses: MEMBERSHIP DUES
total $6,857 · program services $1,181 · management and general $4,640 · fundraising $1,036
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $281,977 · end of year $470,992
-
2 · Savings and temporary cash investments
beginning of year $145,863 · end of year $152,668
-
3 · Pledges and grants receivable
beginning of year $283,710 · end of year $272,532
-
8 · Inventories for sale or use
beginning of year $71,161 · end of year $106,541
-
9 · Prepaid expenses and deferred charges
beginning of year $142,617 · end of year $216,387
-
10a · Land, buildings and equipment: cost or other basis
$376,653
-
10b · Land, buildings and equipment: accumulated depreciation
$356,522
-
10c · Land, buildings and equipment, net
beginning of year $30,481 · end of year $20,131
-
11 · Investments: publicly traded securities
beginning of year $1,379,585 · end of year $1,568,116
-
15 · Other assets
beginning of year $1,676,800 · end of year $1,380,344
-
17 · Accounts payable and accrued expenses
beginning of year $375,429 · end of year $286,238
-
19 · Deferred revenue
beginning of year $36,013 · end of year $12,428
-
25 · Other liabilities
beginning of year $1,473,012 · end of year $1,074,572
-
27 · Net assets without donor restrictions
beginning of year $1,752,067 · end of year $2,311,857
-
28 · Net assets with donor restrictions
beginning of year $375,673 · end of year $502,616
Mission and programs · 2023
Mission
TOGETHER, WE CREATE LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES.
-
SEE SCHEDULE O.
Expenses $2,709,138 · Grants $1,694,945 · Revenue $107,450
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Gloria Jetter CrocketGLORIA JETTER CROCKET
PRESIDENT & CEO (THRU 03/2024)
- Total calculated
- $232,613
- From this org
- $223,018
- From related orgs
- $0
- Other
- $9,595
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $223,018
- Bonus
- $0
- Other
- $0
- Deferred
- $9,040
- Nontaxable benefits
- $555
- Filer's total
- $232,613
-
Melissa GallagherMELISSA GALLAGHER
VP OF MISSION DELIVERY
- Total calculated
- $118,994
- From this org
- $108,569
- From related orgs
- $0
- Other
- $10,425
- Hours/week
- 40
-
Jacqueline RamirezJACQUELINE RAMIREZ
DIRECTOR OF FINANCE AND OPERATIONS
- Total calculated
- $109,150
- From this org
- $103,329
- From related orgs
- $0
- Other
- $5,821
- Hours/week
- 40
-
Anne GreyANNE GREY
PRESIDENT & CEO (BEGAN 08/2024)
- Total calculated
- $0
- Hours/week
- 40
-
Komron TarkeshianKOMRON TARKESHIAN
CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Jeff LewisJEFF LEWIS
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Mike ZemetraMIKE ZEMETRA
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Mark CarlosMARK CARLOS
SECRETARY
- Total calculated
- $0
- Hours/week
- 3
-
Andy NickersonANDY NICKERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Carie Jernquist-FerryCARIE JERNQUIST-FERRY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Corey DonaldsonCOREY DONALDSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dolores SalmanDOLORES SALMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Harriet LehmanHARRIET LEHMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jason LangtenJASON LANGTEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jesse ChangJESSE CHANG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joel SpragueJOEL SPRAGUE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joffre OlayaJOFFRE OLAYA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jonathan HallsteadJONATHAN HALLSTEAD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joone Kim-LopezJOONE KIM-LOPEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kimberly WorsnopKIMBERLY WORSNOP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kris TheilerKRIS THEILER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Mike ColonnaMIKE COLONNA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Shari SimmonsSHARI SIMMONS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Whit BatchelorWHIT BATCHELOR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
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 · Compensation survey or study
- 3 · Approval by the board or compensation committee
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
- 2023
- Filed
- 16 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202511399349301656
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