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← MAKE-A-WISH FOUNDATION OF OHIO KENTUCKY AND INDIANA INC

Form 990 for tax year 2022

Filed by MAKE-A-WISH FOUNDATION OF OHIO KENTUCKY AND INDIANA INC.

Totals

Total revenue
$19,346,875
Total expenses
$20,692,282
Contributions and grants received
$18,816,250
Grants paid
$11,715,961
Program service revenue
$7,500
Investment income
$241,610
Other revenue
$281,515
Total assets, end of year
$15,713,308
Total liabilities, end of year
$2,625,102
Net assets or fund balances, end of year
$13,088,206
Program services expenses (Part IX)
$15,212,775
Management and general expenses
$3,009,809
Fundraising expenses
$2,469,698
Program service expenses (Part III)
$15,212,775

Program services were 73.5% 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

    $40,362

  • 1c · Fundraising events

    $2,633,863

  • 1e · Government grants (contributions)

    $451,559

  • 1f · All other contributions, gifts and grants

    $15,690,466

  • 1g · Noncash contributions included above

    $4,161,557

  • 2a · Program service revenue: WISH ASSIST FEES

    total $7,500 · related or exempt $7,500

  • 3 · Investment income

    total $168,072 · excluded $168,072

  • 7a · Gross sales of assets other than inventory

    securities $1,842,493

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

    securities $1,768,832 · other assets $123

  • 7c · Gain or loss

    securities $73,661 · other assets -$123

  • 7d · Net gain or loss

    total $73,538 · excluded $73,538

  • 8a · Fundraising events: gross income

    $984,954

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

    $2,633,863

  • 8b · Fundraising events: direct expenses

    $933,316

  • 8c · Net income from fundraising events

    total $51,638 · excluded $51,638

  • 9a · Gaming: gross income

    $235,330

  • 9b · Gaming: direct expenses

    $5,453

  • 9c · Net income from gaming

    total $229,877 · excluded $229,877

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $60,000 · program services $60,000

  • 2 · Grants to domestic individuals

    total $11,655,961 · program services $11,655,961

  • 5 · Compensation of officers, directors and key employees

    total $871,913 · program services $279,012 · management and general $496,991 · fundraising $95,910

  • 7 · Other salaries and wages

    total $4,302,775 · program services $1,624,313 · management and general $1,598,202 · fundraising $1,080,260

  • 8 · Pension plan contributions

    total $57,458 · program services $20,861 · management and general $22,712 · fundraising $13,885

  • 9 · Other employee benefits

    total $515,241 · program services $208,363 · management and general $163,589 · fundraising $143,289

  • 10 · Payroll taxes

    total $391,961 · program services $145,396 · management and general $153,681 · fundraising $92,884

  • 11a · Fees: management

    total $15,368 · management and general $15,368

  • 11b · Fees: legal

    total $11,730 · management and general $11,730

  • 11c · Fees: accounting

    total $9,384 · management and general $9,384

  • 11g · Fees: other

    total $131,174 · program services $62,370 · management and general $13,524 · fundraising $55,280

  • 12 · Advertising and promotion

    total $2,516 · program services $564 · management and general $529 · fundraising $1,423

  • 13 · Office expenses

    total $495,874 · program services $129,977 · management and general $146,044 · fundraising $219,853

  • 16 · Occupancy

    total $458,911 · program services $171,663 · management and general $163,421 · fundraising $123,827

  • 17 · Travel

    total $132,135 · program services $41,308 · management and general $12,998 · fundraising $77,829

  • 19 · Conferences, conventions and meetings

    total $159,555 · program services $16,370 · management and general $15,377 · fundraising $127,808

  • 22 · Depreciation, depletion and amortization

    total $54,499 · program services $20,568 · management and general $19,656 · fundraising $14,275

  • 24a · Other expenses: CHAPTER DUES

    total $1,074,460 · program services $752,122 · management and general $150,424 · fundraising $171,914

  • 24b · Other expenses: MISCELLANEOUS EXPENSES

    total $237,552 · program services $23,927 · management and general $16,179 · fundraising $197,446

  • 24c · Other expenses: BAD DEBT EXPENSE

    total $53,815 · fundraising $53,815

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,153,582 · end of year $2,041,813

  • 3 · Pledges and grants receivable

    beginning of year $3,778,309 · end of year $3,989,404

  • 4 · Accounts receivable

    beginning of year $131,251 · end of year $146,614

  • 8 · Inventories for sale or use

    beginning of year $15,835 · end of year $6,793

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,023,385 · end of year $611,981

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

    $693,531

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

    $567,986

  • 10c · Land, buildings and equipment, net

    beginning of year $116,512 · end of year $125,545

  • 11 · Investments: publicly traded securities

    beginning of year $7,507,688 · end of year $6,167,672

  • 15 · Other assets

    beginning of year $906,766 · end of year $2,623,486

  • 17 · Accounts payable and accrued expenses

    beginning of year $922,163 · end of year $677,397

  • 19 · Deferred revenue

    beginning of year $194,583 · end of year $64,942

  • 25 · Other liabilities

    beginning of year $243,102 · end of year $1,882,763

  • 27 · Net assets without donor restrictions

    beginning of year $10,372,909 · end of year $7,555,324

  • 28 · Net assets with donor restrictions

    beginning of year $3,900,571 · end of year $5,532,882

Mission and programs · 2022

Mission

THE MAKE-A-WISH FOUNDATION OF OHIO, KENTUCKY, & INDIANA CREATES LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES.

Activities or mission (Part I)

CREATES LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES.

  • IN FISCAL YEAR 2023, 1,205 HEARTFELT WISHES WERE GRANTED TO CHILDREN IN OHIO, KENTUCKY & INDIANA AND SINCE INCEPTION IN 1983, A TOTAL OF 20,371 WISHES HAVE BEEN GRANTED. TOTAL WISHES GRANTED FOR THE FISCAL YEAR WERE $13,771,119. OF THIS AMOUNT, $2,115,158 WAS CONTRIBUTED BY VARIOUS VENDORS AND PROVIDED IN-KIND CONTRIBUTIONS SUCH AS TRAVEL AND TRAVEL SERVICES, TRANSPORTATION, LODGING, AND OTHER SERVICES AND USE OF FACILITIES TO COMPLETE A CHILD'S WISH. FOR FINANCIAL STATEMENT PURPOSES, THESE AMOUNTS ARE INCLUDED AS CONTRIBUTIONS REVENUE AND GRANTED WISH EXPENSE. FOR FORM 990, HOWEVER, THE IRS REQUIRES THAT THE $2,115,158 OF CONTRIBUTED SERVICES AND USE OF FACILITIES BE EXCLUDED FROM BOTH REVENUE AND EXPENSE.

    Expenses $15,212,775 · Grants $11,715,961 · Revenue $7,500

As filed on the 2022 return.

Listed in Part VII

  • Stephanie McCormick

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $319,193
    From this org
    $305,454
    From related orgs
    $0
    Other
    $13,739
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $242,753
    Bonus
    $45,667
    Other
    $17,034
    Deferred
    $8,190
    Nontaxable benefits
    $5,549
    Filer's total
    $319,193

  • Russell Betts

    CHIEF OPERATING OFFICER

    Total calculated
    $194,003
    From this org
    $180,999
    From related orgs
    $0
    Other
    $13,004
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $164,019
    Bonus
    $16,300
    Other
    $680
    Deferred
    $1,745
    Nontaxable benefits
    $11,259
    Filer's total
    $194,003

  • Julianne Miller

    CHIEF MISSION OFFICER

    Total calculated
    $186,929
    From this org
    $181,142
    From related orgs
    $0
    Other
    $5,787
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $164,362
    Bonus
    $16,300
    Other
    $480
    Deferred
    $5,787
    Nontaxable benefits
    $0
    Filer's total
    $186,929

  • Keri Haibach

    CHIEF ADVANCEMENT OFFICER

    Total calculated
    $146,207
    From this org
    $131,311
    From related orgs
    $0
    Other
    $14,896
    Hours/week
    40

  • Sophia Morton

    SENIOR DIRECTOR OF MISSION DISCOVERY

    Total calculated
    $123,272
    From this org
    $117,588
    From related orgs
    $0
    Other
    $5,684
    Hours/week
    40

  • Wendy Marroni

    VICE PRESIDENT HUMAN RESOURCES

    Total calculated
    $127,992
    From this org
    $116,683
    From related orgs
    $0
    Other
    $11,309
    Hours/week
    40

  • Amy Nelson

    VICE PRESIDENT MARKET ADVANCEMENT

    Total calculated
    $124,345
    From this org
    $108,849
    From related orgs
    $0
    Other
    $15,496
    Hours/week
    40

  • Christina Taylor

    SENIOR DIRECTOR OF FINANCE

    Total calculated
    $106,908
    From this org
    $103,085
    From related orgs
    $0
    Other
    $3,823
    Hours/week
    40

  • David Payne

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Kara Trott

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Barbara Hess

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Jeff McFarland

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Thomas Williams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Lee Heffner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jeff Wilkinson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Brian Hodges

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Paul Haut

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Phil Eckenrode

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jessica Nickloy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Alessandro Ciaffoncini

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Frank Gallucci

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Erika Jurrens

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Ducjess Adjei

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • David Bastos

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Dave Hooper

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Brent Wood

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Brent Bahnub

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Grant Mitchell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

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

  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 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 1A
STEPHANIE MCCORMICK, CEO, RECEIVES A HOUSING ALLOWANCE.
PART I, LINE 7
THE GOVERNING BOARD APPROVED AN INCENTIVE PLAN FOR ALL EMPLOYEES OF THE ORGANIZATION. IT IS BASED ON ACHIEVING PREDETERMINED GOALS IN THREE AREAS (WISHES GRANTED, CASH EXPENSES, AND ADVANCEMENT REVENUES). AN INCENTIVE WAS PAID OUT TO THE PRESIDENT/CEO AS A RESULT OF THE CHAPTER ACHIEVING THE PREDEFINED GOALS.

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

Provenance

Return type
form_990
Tax year
2022
Filed
8 May 2024
IRS schema version
2022v5.0
Source object
202421309349301822

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