MAKE-A-WISH FOUNDATION OF VERMONT (EIN 030323013) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1989

Legal Domicile

Principal Officer

JAMES HATHAWAY

Phone

8028649393

Tax Period

2023-09-01 to 2024-08-31

MAKE-A-WISH FOUNDATION OF VERMONT, founded in 1989, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.5M in total revenue in fiscal year 2023. Expenses of $1.4M left a modest 5% surplus.

Mission

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

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,048,958

Program Service Revenue $12,300

Investment Income $385,330

Other Revenue $55,609

TOTAL REVENUE $1,502,197

Expense Breakdown

Grants Paid $400,341

Salaries & Benefits $642,670

Fundraising Expenses $214,035

Program Expenses $845,954

Other Expenses $383,979

TOTAL EXPENSES $1,426,990

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,502,197	$1,509,748	0.0%
Expenses	$1,426,990	$1,396,278	+0.0%
Net Income	$75,207	$113,470	-0.3%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$144,015

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN LEFFLER	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
KATIE CLARK	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JOE CHARBONNEAU	SECRETARY	2.00	Officer Director	$0	$0	$0
MARIETTA FORMENAK	TREASURER	2.00	Officer Director	$0	$0	$0
KATIE LANGROCK	DIRECTOR	2.00	Director	$0	$0	$0
AMER AL-NIMIR	DIRECTOR	2.00	Director	$0	$0	$0
BARB HARRIS	DIRECTOR	2.00	Director	$0	$0	$0
JOHN MULLET	DIRECTOR	2.00	Director	$0	$0	$0
AHMED YEARWOOD	DIRECTOR	2.00	Director	$0	$0	$0
PATTI KOMLINE	DIRECTOR	2.00	Director	$0	$0	$0
BRETT SMITH	DIRECTOR	2.00	Director	$0	$0	$0
DAVID RICHARDS	DIRECTOR	2.00	Director	$0	$0	$0
JAMES HATHAWAY	PRESIDENT & CEO	20.00	Officer	$133,781	$10,234	$144,015

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$1,502,197	$1,426,990	$3,542,413	$75,207
2023	$1,509,748	$1,396,278	$3,394,278	$113,470
2022	$1,684,566	$830,409	$3,167,225	$854,157
2021	$815,007	$841,614	$2,648,533	$-26,607
2020	$634,770	$790,926	$2,353,996	$-156,156
2019	$1,166,378	$958,403	$2,330,440	$207,975
2018	$1,169,916	$976,314	$2,336,584	$193,602

MAKE-A-WISH FOUNDATION OF VERMONT