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Nonprofiteer
← MAKE A WISH FOUNDATION OF ALABAMA INC

Form 990 for tax year 2023

Filed by MAKE A WISH FOUNDATION OF ALABAMA INC.

Totals

Total revenue
$4,792,065
Total expenses
$5,039,607
Contributions and grants received
$4,837,927
Grants paid
$2,616,141
Program service revenue
$3,750
Investment income
$172,967
Other revenue
-$222,579
Total assets, end of year
$4,079,086
Total liabilities, end of year
$548,437
Net assets or fund balances, end of year
$3,530,649
Program services expenses (Part IX)
$3,505,287
Management and general expenses
$758,087
Fundraising expenses
$776,233
Program service expenses (Part III)
$3,505,287

Program services were 69.6% 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

    $249

  • 1c · Fundraising events

    $1,304,408

  • 1f · All other contributions, gifts and grants

    $3,533,270

  • 1g · Noncash contributions included above

    $1,839,508

  • 2a · Program service revenue: WISH ASSIST FEE

    total $3,750 · related or exempt $3,750

  • 3 · Investment income

    total $172,967 · excluded $172,967

  • 8a · Fundraising events: gross income

    $459,243

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

    $1,304,408

  • 8b · Fundraising events: direct expenses

    $681,822

  • 8c · Net income from fundraising events

    total -$222,579 · excluded -$222,579

  • 10a · Gross sales of inventory

    $1,017,155

  • 10b · Cost of goods sold

    $1,017,155

  • 10c · Net income from sales of inventory

    total $0

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $2,616,141 · program services $2,616,141

  • 5 · Compensation of officers, directors and key employees

    total $211,531 · program services $16,923 · management and general $122,688 · fundraising $71,920

  • 7 · Other salaries and wages

    total $1,030,276 · program services $388,684 · management and general $254,547 · fundraising $387,045

  • 8 · Pension plan contributions

    total $20,543 · program services $8,923 · management and general $3,844 · fundraising $7,776

  • 9 · Other employee benefits

    total $90,543 · program services $31,842 · management and general $24,964 · fundraising $33,737

  • 10 · Payroll taxes

    total $93,040 · program services $30,703 · management and general $27,912 · fundraising $34,425

  • 11c · Fees: accounting

    total $47,933 · management and general $47,933

  • 11g · Fees: other

    total $57,267 · program services $4,237 · management and general $44,839 · fundraising $8,191

  • 12 · Advertising and promotion

    total $336 · fundraising $336

  • 13 · Office expenses

    total $194,094 · program services $74,518 · management and general $79,171 · fundraising $40,405

  • 14 · Information technology

    total $68,413 · program services $5,084 · management and general $8,513 · fundraising $54,816

  • 16 · Occupancy

    total $103,944 · program services $33,918 · management and general $31,837 · fundraising $38,189

  • 17 · Travel

    total $34,013 · program services $4,653 · management and general $25,483 · fundraising $3,877

  • 19 · Conferences, conventions and meetings

    total $40,655 · program services $8,130 · management and general $23,104 · fundraising $9,421

  • 20 · Interest

    total $82 · management and general $82

  • 22 · Depreciation, depletion and amortization

    total $22,928 · program services $7,566 · management and general $6,879 · fundraising $8,483

  • 24a · Other expenses: CHAPTER DUES

    total $391,379 · program services $273,965 · management and general $54,793 · fundraising $62,621

  • 24b · Other expenses: BAD DEBT EXPENSE

    total $13,000 · fundraising $13,000

  • 24c · Other expenses: MEMBERSHIP DUES

    total $2,073 · management and general $1,498 · fundraising $575

  • 24d · Other expenses: MERCHANT FEES

    total $1,416 · fundraising $1,416

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $265,198 · end of year $274,829

  • 2 · Savings and temporary cash investments

    beginning of year $3,204,391 · end of year $2,848,752

  • 3 · Pledges and grants receivable

    beginning of year $347,745 · end of year $312,591

  • 4 · Accounts receivable

    beginning of year $80,262 · end of year $83,024

  • 8 · Inventories for sale or use

    beginning of year $1,857 · end of year $19,073

  • 9 · Prepaid expenses and deferred charges

    beginning of year $151,725 · end of year $243,396

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

    $151,901

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

    $95,092

  • 10c · Land, buildings and equipment, net

    beginning of year $59,794 · end of year $56,809

  • 15 · Other assets

    beginning of year $310,271 · end of year $240,612

  • 17 · Accounts payable and accrued expenses

    beginning of year $295,836 · end of year $230,153

  • 19 · Deferred revenue

    beginning of year $23,208 · end of year $39,313

  • 24 · Unsecured notes and loans payable

    beginning of year $11,011

  • 25 · Other liabilities

    beginning of year $327,020 · end of year $278,971

  • 27 · Net assets without donor restrictions

    beginning of year $3,531,837 · end of year $3,230,581

  • 28 · Net assets with donor restrictions

    beginning of year $232,331 · end of year $300,068

Mission and programs · 2023

Mission

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

Activities or mission (Part I)

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

  • SEE SCHEDULE O.

    Expenses $3,505,287 · Grants $2,616,141 · Revenue $3,750

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

Listed in Part VII

  • Hall Eady

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Laura Gibson

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • David Lott

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Mat Pope

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Allen Christian

    DIRECTOR (THRU 1/31/24)

    Total calculated
    $0
    Hours/week
    1

  • Dwayne Moorehouse

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Stephen Gutshall

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Heather Feathers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sean Shirley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Trey Cleckler

    DIRECTOR (THRU 3/7/24)

    Total calculated
    $0
    Hours/week
    1

  • Jamie Black

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeff Chopin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Chad Trull

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Ana Xavier

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tracy Bennett Smith

    PRESIDENT & CEO

    Total calculated
    $196,276
    From this org
    $179,001
    From related orgs
    $0
    Other
    $17,275
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $160,910
    Bonus
    $16,091
    Other
    $2,000
    Deferred
    $8,120
    Nontaxable benefits
    $9,155
    Filer's total
    $196,276

  • Valerie Cunningham

    VP OF ADVANCEMENT

    Total calculated
    $134,170
    From this org
    $127,064
    From related orgs
    $0
    Other
    $7,106
    Hours/week
    45

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

Answered no

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

The filer's explanations (Part III)

PART I, LINE 5
INCENTIVE PAYOUT IS BASED ON HITTING 94.8% OF THE REVENUE TARGET, WHICH OPENS UP 2%, ONCE 97.4% OF THE REVENUE TARGET IS REACHED AN ADDITIONAL 2%, ACHIEVING 100% OF THE REVENUE TARGET IS AN ADDITIONAL 2%. THEN IF THE WISH GOAL IS MET, 2%, AND IF THE WISH IN-KIND GOAL IS MET, ANOTHER 2%. A TOTAL OF 10% OF BASE SALARY DURING THE PREVIOUS FISCAL YEAR. THIS IS THE SAME STRUCTURE FOR THE WHOLE STAFF AND IS CONTINGENT ON BEING ABLE TO BUDGET FOR THE PAYOUT IN THE NEXT 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
2023
Filed
27 June 2025
IRS schema version
2023v6.0
Source object
202541819349301359

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