Form 990 for tax year 2023
Filed by MAKE-A WISH FOUNDATION OF SAN DIEGO INC.
Totals
- Total revenue
- $7,148,834
- Total expenses
- $5,565,217
- Contributions and grants received
- $6,826,505
- Grants paid
- $2,002,788
- Program service revenue
- $109,050
- Investment income
- $207,444
- Other revenue
- $5,835
- Total assets, end of year
- $12,056,395
- Total liabilities, end of year
- $1,445,050
- Net assets or fund balances, end of year
- $10,611,345
- Program services expenses (Part IX)
- $3,955,354
- Management and general expenses
- $706,458
- Fundraising expenses
- $903,405
- Program service expenses (Part III)
- $3,955,354
Program services were 71.1% 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.
-
1a · Federated campaigns
$14,506
-
1c · Fundraising events
$1,672,335
-
1f · All other contributions, gifts and grants
$5,139,664
-
1g · Noncash contributions included above
$389,567
-
2a · Program service revenue: WISH ASSIST FEES
total $109,050 · related or exempt $109,050
-
3 · Investment income
total $201,027 · excluded $201,027
-
7a · Gross sales of assets other than inventory
securities $178,848
-
7b · Less cost or other basis and sales expenses
securities $172,431
-
7c · Gain or loss
securities $6,417
-
7d · Net gain or loss
total $6,417 · excluded $6,417
-
8a · Fundraising events: gross income
$504,612
-
8a · Fundraising events: contributions included on line 1c
$1,672,335
-
8b · Fundraising events: direct expenses
$512,577
-
8c · Net income from fundraising events
total -$7,965 · excluded -$7,965
-
9a · Gaming: gross income
$8,400
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $8,400 · excluded $8,400
-
11a · Other revenue: OTHER INCOME
total $5,400 · excluded $5,400
-
11e · Other revenue, total
$5,400
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $2,002,788 · program services $2,002,788
-
5 · Compensation of officers, directors and key employees
total $819,572 · program services $466,164 · management and general $148,382 · fundraising $205,026
-
7 · Other salaries and wages
total $1,231,214 · program services $703,313 · management and general $220,570 · fundraising $307,331
-
8 · Pension plan contributions
total $39,401 · program services $22,497 · management and general $7,059 · fundraising $9,845
-
9 · Other employee benefits
total $76,936 · program services $40,447 · management and general $16,528 · fundraising $19,961
-
10 · Payroll taxes
total $149,909 · program services $85,482 · management and general $26,956 · fundraising $37,471
-
11c · Fees: accounting
total $77,646 · management and general $77,646
-
11f · Fees: investment management
total $30,000 · management and general $30,000
-
11g · Fees: other
total $53,573 · program services $28,011 · management and general $14,932 · fundraising $10,630
-
12 · Advertising and promotion
total $14,277 · fundraising $14,277
-
13 · Office expenses
total $215,816 · program services $122,010 · management and general $40,308 · fundraising $53,498
-
14 · Information technology
total $75,173 · program services $20,713 · management and general $10,725 · fundraising $43,735
-
16 · Occupancy
total $219,917 · program services $125,353 · management and general $39,585 · fundraising $54,979
-
17 · Travel
total $24,729 · program services $13,011 · management and general $5,600 · fundraising $6,118
-
19 · Conferences, conventions and meetings
total $29,527 · program services $12,782 · management and general $2,730 · fundraising $14,015
-
22 · Depreciation, depletion and amortization
total $48,634 · program services $28,001 · management and general $8,352 · fundraising $12,281
-
23 · Insurance
total $100 · fundraising $100
-
24a · Other expenses: CHAPTER DUES
total $405,244 · program services $283,671 · management and general $56,734 · fundraising $64,839
-
24b · Other expenses: MERCHANT FEES
total $48,812 · fundraising $48,812
-
24c · Other expenses: MEMBERSHIP DUES
total $1,949 · program services $1,111 · management and general $351 · fundraising $487
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $800,346
-
2 · Savings and temporary cash investments
end of year $979,037
-
3 · Pledges and grants receivable
beginning of year $272,334 · end of year $190,618
-
4 · Accounts receivable
beginning of year $193 · end of year $3,675
-
8 · Inventories for sale or use
beginning of year $88,042 · end of year $19,329
-
9 · Prepaid expenses and deferred charges
beginning of year $309,541 · end of year $356,387
-
10a · Land, buildings and equipment: cost or other basis
$285,201
-
10b · Land, buildings and equipment: accumulated depreciation
$165,083
-
10c · Land, buildings and equipment, net
beginning of year $131,946 · end of year $120,118
-
11 · Investments: publicly traded securities
beginning of year $6,396,250 · end of year $9,007,500
-
15 · Other assets
beginning of year $1,550,822 · end of year $1,379,731
-
17 · Accounts payable and accrued expenses
beginning of year $331,439 · end of year $453,903
-
19 · Deferred revenue
beginning of year $67,805 · end of year $31,747
-
25 · Other liabilities
beginning of year $1,208,657 · end of year $959,400
-
27 · Net assets without donor restrictions
beginning of year $6,303,858 · end of year $8,954,702
-
28 · Net assets with donor restrictions
beginning of year $1,637,715 · end of year $1,656,643
Mission and programs · 2023
Mission
TOGETHER, WE CREATE LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES.
-
SEE SCHEDULE O.
Expenses $3,955,354 · Grants $2,002,788 · Revenue $109,050
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Suzanne HusbySUZANNE HUSBY
PRESIDENT & CEO
- Total calculated
- $226,220
- From this org
- $211,155
- From related orgs
- $0
- Other
- $15,065
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $211,155
- Bonus
- $0
- Other
- $0
- Deferred
- $8,478
- Nontaxable benefits
- $6,587
- Filer's total
- $226,220
-
Danielle LopezDANIELLE LOPEZ
CHIEF FINANCIAL & OPERATING OFFICER
- Total calculated
- $201,153
- From this org
- $191,465
- From related orgs
- $0
- Other
- $9,688
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $190,965
- Bonus
- $500
- Other
- $0
- Deferred
- $7,609
- Nontaxable benefits
- $2,079
- Filer's total
- $201,153
-
Dana VandersipDANA VANDERSIP
CHIEF DEVELOPMENT OFF (THRU 6/27/24)
- Total calculated
- $199,218
- From this org
- $180,991
- From related orgs
- $0
- Other
- $18,227
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $180,491
- Bonus
- $500
- Other
- $0
- Deferred
- $7,286
- Nontaxable benefits
- $10,941
- Filer's total
- $199,218
-
Stefanie MunozSTEFANIE MUNOZ
CHIEF DEVELOPMENT OFFICER
- Total calculated
- $125,346
- From this org
- $114,701
- From related orgs
- $0
- Other
- $10,645
- Hours/week
- 45
-
Christine ReedCHRISTINE REED
DIRECTOR OF COMMUNICATIONS
- Total calculated
- $116,116
- From this org
- $109,783
- From related orgs
- $0
- Other
- $6,333
- Hours/week
- 40
-
Lisa Paul-HillLISA PAUL-HILL
CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
David BialisDAVID BIALIS
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Tiffany ScarboroughTIFFANY SCARBOROUGH
VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
Caroline PerryCAROLINE PERRY
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Timothy BroadheadTIMOTHY BROADHEAD
TREASURER (THRU 9/5/23)
- Total calculated
- $0
- Hours/week
- 2
-
Warren RuisWARREN RUIS
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Trevor OutmanTREVOR OUTMAN
MEMBER AT LARGE (THRU 1/29/24)
- Total calculated
- $0
- Hours/week
- 1
-
Caroline ArayaCAROLINE ARAYA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tom BrownTOM BROWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dan FitzgeraldDAN FITZGERALD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kim HegardtKIM HEGARDT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Richard KelleyRICHARD KELLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ted LavinTED LAVIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dai LoganDAI LOGAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Seema ShahDR SEEMA SHAH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Justin TomlinJUSTIN TOMLIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Vivianne Villanueva DhupaVIVIANNE VILLANUEVA DHUPA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jessica WakefieldJESSICA WAKEFIELD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Angie RobertANGIE ROBERT
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 · Compensation survey or study
- 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
- BONUSES WERE BASED ON METRICS MET AND APPROVED BY THE BOARD.
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
- 20 February 2025
- IRS schema version
- 2023v6.0
- Source object
- 202540559349301809
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