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Nonprofiteer
← WISH OF A LIFETIME

Form 990 for tax year 2024

Filed by WISH OF A LIFETIME.

Totals

Total revenue
$4,129,021
Total expenses
$4,999,371
Contributions and grants received
$4,083,666
Grants paid
$0
Program service revenue
$0
Investment income
$45,355
Other revenue
$0
Total assets, end of year
$1,365,509
Total liabilities, end of year
$591,542
Net assets or fund balances, end of year
$773,967
Program services expenses (Part IX)
$4,140,367
Management and general expenses
$510,005
Fundraising expenses
$348,999
Program service expenses (Part III)
$4,140,367

Program services were 82.8% 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

    $19,889

  • 1d · Related organizations

    $3,364,970

  • 1f · All other contributions, gifts and grants

    $698,807

  • 1g · Noncash contributions included above

    $88,671

  • 3 · Investment income

    total $45,355 · excluded $45,355

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $275,787 · program services $68,947 · management and general $68,947 · fundraising $137,893

  • 7 · Other salaries and wages

    total $2,294,027 · program services $1,937,577 · management and general $228,347 · fundraising $128,103

  • 8 · Pension plan contributions

    total $77,068 · program services $65,876 · management and general $7,473 · fundraising $3,719

  • 9 · Other employee benefits

    total $336,236 · program services $271,514 · management and general $36,213 · fundraising $28,509

  • 10 · Payroll taxes

    total $170,609 · program services $133,934 · management and general $19,555 · fundraising $17,120

  • 11g · Fees: other

    total $184,836 · program services $148,100 · management and general $28,150 · fundraising $8,586

  • 12 · Advertising and promotion

    total $245,830 · program services $240,830 · fundraising $5,000

  • 13 · Office expenses

    total $8,572 · program services $1,718 · management and general $6,854

  • 14 · Information technology

    total $153,469 · program services $136,272 · management and general $8,672 · fundraising $8,525

  • 16 · Occupancy

    total $881 · program services $881

  • 17 · Travel

    total $47,279 · program services $30,877 · management and general $14,661 · fundraising $1,741

  • 19 · Conferences, conventions and meetings

    total $2,754 · program services $1,657 · management and general $1,097

  • 22 · Depreciation, depletion and amortization

    total $77,828 · management and general $77,828

  • 24a · Other expenses: Wishes & other program

    total $969,136 · program services $969,136 · management and general $0 · fundraising $0

  • 24b · Other expenses: Volunteer expenses

    total $97,873 · program services $94,851 · management and general $542 · fundraising $2,480

  • 24c · Other expenses: Printing & postage

    total $23,113 · program services $19,789 · management and general $3,066 · fundraising $258

  • 24d · Other expenses: Telecommunication expen

    total $19,481 · program services $17,509 · management and general $1,972 · fundraising $0

  • 24e · All other expenses

    total $14,592 · program services $899 · management and general $6,628 · fundraising $7,065

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $52,288 · end of year $108,649

  • 2 · Savings and temporary cash investments

    beginning of year $1,306,845 · end of year $778,598

  • 3 · Pledges and grants receivable

    beginning of year $575,366 · end of year $60,697

  • 4 · Accounts receivable

    end of year $235,596

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

    $302,390

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

    $120,421

  • 10c · Land, buildings and equipment, net

    beginning of year $259,797 · end of year $181,969

  • 17 · Accounts payable and accrued expenses

    beginning of year $549,979 · end of year $591,542

  • 27 · Net assets without donor restrictions

    beginning of year $1,644,317 · end of year $773,967

Mission and programs · 2024

Mission

Wish of A Lifetime's (WOL) mission is to spark hope and joy in the hearts of older adults by fulfilling their dreams through personalized experiences that promote healthy and purposeful aging. We share these stories to inspire those of all ages.

Activities or mission (Part I)

Spark hope and joy in the hearts of older adults by fulfilling their dreams through personalized wish experiences.

  • We envision a world where everyone ages with hope and joy, older adults are celebrated for their wisdom, accomplishments, and sacrifices, and intergenerational connections enrich our daily lives. Wishes connect older adults to people, purpose, and passions to eliminate feelings of isolation and help them live vibrant, purposeful lives. Wishes are a catalyst to share our recipients incredible and inspiring stories that we believe break down generational boundaries and empower our recipients to once again discover their purpose and passion in life.

    Expenses $4,140,367

As filed on the 2024 return.

Listed in Part VII

  • Jeremy Bloom

    Board Chair

    Total calculated
    $112,500
    From this org
    $0
    From related orgs
    $112,500
    Other
    $0
    Hours/week
    1

  • Eric Chess

    Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • Michelle Armstrong

    Director

    Total calculated
    $0
    Hours/week
    1

  • Scott M Frisch

    Director & AARP EVP - COO

    Total calculated
    $1,099,565
    From this org
    $0
    From related orgs
    $1,024,073
    Other
    $75,492
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $613,994 related
    Bonus
    $0 + $407,757 related
    Other
    $0 + $2,322 related
    Deferred
    $0 + $47,024 related
    Nontaxable benefits
    $0 + $28,468 related
    Filer's total
    $0 + $1,099,565 related

  • Eliot Hamlisch

    Director

    Total calculated
    $0
    Hours/week
    1

  • Eric Hirschberg

    Director

    Total calculated
    $0
    Hours/week
    1

  • Laurie Schadegg Thomas

    Director

    Total calculated
    $0
    Hours/week
    1

  • Karen Mercer

    Treasurer & AARP SVP

    Total calculated
    $532,283
    From this org
    $0
    From related orgs
    $466,489
    Other
    $65,794
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $356,413 related
    Bonus
    $0 + $106,249 related
    Other
    $0 + $3,827 related
    Deferred
    $0 + $47,024 related
    Nontaxable benefits
    $0 + $18,770 related
    Filer's total
    $0 + $532,283 related

  • Sarah Shaw

    Secretary & AARP SVP

    Total calculated
    $464,470
    From this org
    $0
    From related orgs
    $400,044
    Other
    $64,426
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $311,331 related
    Bonus
    $0 + $87,063 related
    Other
    $0 + $1,650 related
    Deferred
    $0 + $47,024 related
    Nontaxable benefits
    $0 + $17,402 related
    Filer's total
    $0 + $464,470 related

  • Thomas Wagenlander

    Executive Director

    Total calculated
    $299,975
    From this org
    $255,476
    From related orgs
    $0
    Other
    $44,499
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $198,102
    Bonus
    $53,067
    Other
    $4,307
    Deferred
    $10,047 + $24,188 related
    Nontaxable benefits
    $10,264
    Filer's total
    $275,787 + $24,188 related

  • Beau Ballinger

    Director, Business Planning & Ops

    Total calculated
    $192,740
    From this org
    $141,888
    From related orgs
    $0
    Other
    $50,852
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $116,778
    Bonus
    $24,470
    Other
    $640
    Deferred
    $5,650 + $13,602 related
    Nontaxable benefits
    $31,600
    Filer's total
    $179,138 + $13,602 related

  • Steven Glaser

    Director, Wish Program

    Total calculated
    $172,149
    From this org
    $141,672
    From related orgs
    $0
    Other
    $30,477
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $116,417
    Bonus
    $24,815
    Other
    $440
    Deferred
    $5,649 + $13,601 related
    Nontaxable benefits
    $11,227
    Filer's total
    $158,548 + $13,601 related

  • Jared Bloomfield

    Director, Field Program

    Total calculated
    $165,606
    From this org
    $136,646
    From related orgs
    $0
    Other
    $28,960
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $112,375
    Bonus
    $23,841
    Other
    $430
    Deferred
    $5,449 + $13,118 related
    Nontaxable benefits
    $10,393
    Filer's total
    $152,488 + $13,118 related

  • Kristen Prusky

    Director, Marketing & Comm

    Total calculated
    $183,352
    From this org
    $133,795
    From related orgs
    $0
    Other
    $49,557
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $112,031
    Bonus
    $19,936
    Other
    $1,828
    Deferred
    $5,279 + $12,708 related
    Nontaxable benefits
    $31,570
    Filer's total
    $170,644 + $12,708 related

  • Elija Valdez

    Manager, Wish Fulfillment

    Total calculated
    $133,957
    From this org
    $105,993
    From related orgs
    $0
    Other
    $27,964
    Hours/week
    40

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 · Approval by the board or compensation committee
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 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

The filer's explanations (Part III)

Part I, Line 5
Wish of a Lifetime participates in AARP's enterprise-wide compensation plan. Under that compensation plan, numerous organizational factors are considered in employee compensation, one of which is gross revenue of AARP and its affiliates.

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • AARP (consolidated)

    501(c)(4) · Social welfare organization dedicated to persons over age 50 · DC

  • AARP Foundation

    501(c)(3) · Foundation dedicated to persons over 50 at social and economic risk · DC

    Directly controlled by AARP

  • Legal Counsel for the Elderly

    501(c)(3) · Provides free or low cost legal assistance and education to DC elderly · DC

    Directly controlled by AARP

  • AARP Insurance Plan

    501(c)(4) · Grantor trust holding certain AARP group health insurance policies · DC

    Directly controlled by AARP

  • Older Adults Technology Services

    501(c)(3) · Dedicated to harness the power of technology to change to way we age · NY

    Directly controlled by AARP

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2024
Filed
3 June 2025
IRS schema version
2024v5.1
Source object
202521559349300622

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