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Nonprofiteer
← MAKE A WISH FOUNDATION OF GREATER BAY AREA

Form 990 for tax year 2023

Filed by MAKE A WISH FOUNDATION OF GREATER BAY AREA.

Totals

Total revenue
$7,791,613
Total expenses
$7,891,562
Contributions and grants received
$7,383,042
Grants paid
$2,634,430
Program service revenue
$24,500
Investment income
$365,415
Other revenue
$18,656
Total assets, end of year
$10,281,588
Total liabilities, end of year
$1,570,287
Net assets or fund balances, end of year
$8,711,301
Program services expenses (Part IX)
$4,192,048
Management and general expenses
$2,220,525
Fundraising expenses
$1,478,989
Program service expenses (Part III)
$4,192,048

Program services were 53.1% 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

    $9,917

  • 1c · Fundraising events

    $902,567

  • 1f · All other contributions, gifts and grants

    $6,470,558

  • 1g · Noncash contributions included above

    $1,052,413

  • 2a · Program service revenue: WISH ASSIST FEES

    total $24,500 · related or exempt $24,500

  • 3 · Investment income

    total $212,721 · excluded $212,721

  • 7a · Gross sales of assets other than inventory

    securities $2,089,401

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

    securities $1,936,707

  • 7c · Gain or loss

    securities $152,694

  • 7d · Net gain or loss

    total $152,694 · excluded $152,694

  • 8a · Fundraising events: gross income

    $503,942

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

    $902,567

  • 8b · Fundraising events: direct expenses

    $503,942

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $29,746

  • 9b · Gaming: direct expenses

    $11,499

  • 9c · Net income from gaming

    total $18,247 · excluded $18,247

  • 11a · Other revenue: OTHER INCOME

    total $409 · excluded $409

  • 11e · Other revenue, total

    $409

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $2,634,430 · program services $2,634,430

  • 5 · Compensation of officers, directors and key employees

    total $647,547 · program services $174,838 · management and general $291,396 · fundraising $181,313

  • 7 · Other salaries and wages

    total $2,210,273 · program services $596,773 · management and general $994,623 · fundraising $618,877

  • 8 · Pension plan contributions

    total $86,045 · program services $23,232 · management and general $38,720 · fundraising $24,093

  • 9 · Other employee benefits

    total $148,997 · program services $40,229 · management and general $67,049 · fundraising $41,719

  • 10 · Payroll taxes

    total $236,876 · program services $63,957 · management and general $106,594 · fundraising $66,325

  • 11a · Fees: management

    total $143,697 · program services $12,314 · management and general $109,968 · fundraising $21,415

  • 11c · Fees: accounting

    total $98,646 · management and general $98,646

  • 11e · Fees: professional fundraising services

    total $14,049 · fundraising $14,049

  • 11f · Fees: investment management

    total $40,438 · management and general $40,438

  • 11g · Fees: other

    total $1,171 · program services $356 · management and general $815

  • 12 · Advertising and promotion

    total $1,922 · fundraising $1,922

  • 13 · Office expenses

    total $172,931 · program services $43,053 · management and general $29,603 · fundraising $100,275

  • 14 · Information technology

    total $66,446 · program services $4,967 · management and general $34,674 · fundraising $26,805

  • 16 · Occupancy

    total $617,133 · program services $166,626 · management and general $277,710 · fundraising $172,797

  • 17 · Travel

    total $16,260 · program services $659 · management and general $3,160 · fundraising $12,441

  • 19 · Conferences, conventions and meetings

    total $66,232 · program services $2,713 · management and general $16,462 · fundraising $47,057

  • 20 · Interest

    total $558 · program services $113 · management and general $328 · fundraising $117

  • 22 · Depreciation, depletion and amortization

    total $28,542 · program services $7,706 · management and general $12,844 · fundraising $7,992

  • 23 · Insurance

    total $790 · program services $590 · fundraising $200

  • 24a · Other expenses: CHAPTER DUES

    total $598,717 · program services $419,102 · management and general $83,820 · fundraising $95,795

  • 24b · Other expenses: MERCHANT FEES

    total $44,440 · fundraising $44,440

  • 24c · Other expenses: BAD DEBT

    total $12,025 · management and general $12,025

  • 24d · Other expenses: MEMBERSHIP DUES

    total $3,397 · program services $390 · management and general $1,650 · fundraising $1,357

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $966,380 · end of year $346,134

  • 2 · Savings and temporary cash investments

    beginning of year $1,065,267 · end of year $715,495

  • 3 · Pledges and grants receivable

    beginning of year $1,026,087 · end of year $1,589,981

  • 8 · Inventories for sale or use

    beginning of year $3,158 · end of year $57,905

  • 9 · Prepaid expenses and deferred charges

    beginning of year $284,304 · end of year $323,651

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

    $242,225

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

    $196,393

  • 10c · Land, buildings and equipment, net

    beginning of year $58,257 · end of year $45,832

  • 11 · Investments: publicly traded securities

    beginning of year $5,262,413 · end of year $5,959,072

  • 15 · Other assets

    beginning of year $1,625,371 · end of year $1,243,518

  • 17 · Accounts payable and accrued expenses

    beginning of year $408,934 · end of year $377,245

  • 19 · Deferred revenue

    beginning of year $15,110 · end of year $15,648

  • 25 · Other liabilities

    beginning of year $1,750,726 · end of year $1,177,394

  • 27 · Net assets without donor restrictions

    beginning of year $5,006,765 · end of year $4,918,039

  • 28 · Net assets with donor restrictions

    beginning of year $3,109,702 · end of year $3,793,262

Mission and programs · 2023

Mission

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

  • SEE SCHEDULE O.

    Expenses $4,192,048 · Grants $2,634,430 · Revenue $24,500

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • MARTI POZZI

    CHAIR

    Total calculated
    $0
    Hours/week
    5

  • KATE SHROUT

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    5

  • TIFFANY ROWE

    VICE CHAIR/SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • GEORGE MADRIGAL

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • CATHERINE AKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • ASH BARAGHOUSH

    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

  • DANA GREEN

    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

    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

  • LARRY NIBBI

    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

  • RAGHURAM RANGARAJAN

    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

  • JOHN SUN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • GENE WADE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • CHARLOTTE BIERN

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $306,227
    From this org
    $282,177
    From related orgs
    $0
    Other
    $24,050
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $282,177
    Bonus
    $0
    Other
    $0
    Deferred
    $12,183
    Nontaxable benefits
    $11,867
    Filer's total
    $306,227

  • LYNNE DURIE

    COO (THRU 1/31/24)

    Total calculated
    $190,153
    From this org
    $172,859
    From related orgs
    $0
    Other
    $17,294
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,859
    Bonus
    $0
    Other
    $0
    Deferred
    $6,966
    Nontaxable benefits
    $10,328
    Filer's total
    $190,153

  • KATHLEEN BACKUS

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $174,480
    From this org
    $161,031
    From related orgs
    $0
    Other
    $13,449
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,031
    Bonus
    $0
    Other
    $0
    Deferred
    $6,431
    Nontaxable benefits
    $7,018
    Filer's total
    $174,480

  • SEAN BARTON

    VP OF OP & FINANCE (BEGAN 3/5/24)

    Total calculated
    $0
    Hours/week
    40

  • ALLIE REYNOLDS

    VP CORP DEVELOPMENT (THRU 7/12/2024)

    Total calculated
    $188,279
    From this org
    $172,174
    From related orgs
    $0
    Other
    $16,105
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $172,174
    Bonus
    $0
    Other
    $0
    Deferred
    $8,617
    Nontaxable benefits
    $7,488
    Filer's total
    $188,279

  • DENNIS SCHRAG

    SENIOR MAJOR GIFTS OFFICER

    Total calculated
    $141,709
    From this org
    $135,387
    From related orgs
    $0
    Other
    $6,322
    Hours/week
    40

  • LINDA ANDERBERG

    VP MARKETING & COMMUNICATIONS

    Total calculated
    $167,553
    From this org
    $146,966
    From related orgs
    $0
    Other
    $20,587
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,966
    Bonus
    $0
    Other
    $0
    Deferred
    $11,912
    Nontaxable benefits
    $8,675
    Filer's total
    $167,553

  • SUSANNA FALK

    VP OF PROGRAMS

    Total calculated
    $162,098
    From this org
    $146,030
    From related orgs
    $0
    Other
    $16,068
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,030
    Bonus
    $0
    Other
    $0
    Deferred
    $6,081
    Nontaxable benefits
    $9,987
    Filer's total
    $162,098

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
2023
Filed
10 July 2025
IRS schema version
2023v6.0
Source object
202511929349301511

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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