MAKE-A-WISH FOUNDATION OF THE HUDSON VALLEY (EIN 133344306) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

KRISTINE BURTON

Phone

9144789474

Tax Period

2023-09-01 to 2024-08-31

MAKE-A-WISH FOUNDATION OF THE HUDSON VALLEY, founded in 1986, is a community nonprofit that reported $3.1M in total revenue in fiscal year 2023. Expenses of $3.0M left a modest 5% surplus.

Mission

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

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Trantor Score

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

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $3,118,402

Program Service Revenue $3,450

Investment Income $38,359

Other Revenue $-33,032

TOTAL REVENUE $3,127,179

Expense Breakdown

Grants Paid $1,339,337

Salaries & Benefits $988,092

Fundraising Expenses $408,879

Program Expenses $2,144,240

Other Expenses $637,017

TOTAL EXPENSES $2,972,446

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,127,179	$3,027,311	+0.0%
Expenses	$2,972,446	$2,816,377	+0.1%
Net Income	$154,733	$210,934	-0.3%

Key Indicators

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

Volunteers

267

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

$190,726

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDREW QUINN	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
JASON KAPLAN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ELIZABETH ELSER	TREASURER	1.00	Officer Director	$0	$0	$0
JESSICA ROSH	SECRETARY	1.00	Officer Director	$0	$0	$0
ELIZABETH BARZELATTO	DIRECTOR	1.00	Director	$0	$0	$0
PAIGE CASEY	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN DOYLE	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER FELDMAN	DIRECTOR	1.00	Director	$0	$0	$0
DEBBIE FLYNN	DIRECTOR	1.00	Director	$0	$0	$0
HOWARD FIELDS	DIRECTOR	1.00	Director	$0	$0	$0
SHANNON KING	DIRECTOR	1.00	Director	$0	$0	$0
JEAN CHRISTOPHE LIONTI	DIRECTOR	1.00	Director	$0	$0	$0
DR AVINASH MOHAN	DIRECTOR	1.00	Director	$0	$0	$0
GERRY RYAN	DIRECTOR	1.00	Director	$0	$0	$0
CATHY SIFRE	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE WHITEHEAD	DIRECTOR	1.00	Director	$0	$0	$0
KRISTINE BURTON	PRESIDENT & CEO	40.00	Officer	$176,405	$14,321	$190,726
DENISE D'AMICO	CHIEF MISSION OFFICER	40.00	Highest	$115,528	$12,354	$127,882

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	$3,127,179	$2,972,446	$3,096,871	$154,733
2023	$3,027,311	$2,816,377	$2,867,046	$210,934
2022	$2,662,563	$2,440,134	$1,928,809	$222,429
2021	$2,155,155	$1,936,441	$2,078,653	$218,714
2020	$1,795,911	$2,166,970	$1,863,320	$-371,059
2019	$2,282,661	$2,449,620	$1,966,969	$-166,959
2018	$2,920,853	$2,625,489	$2,190,517	$295,364

MAKE-A-WISH FOUNDATION OF THE HUDSON VALLEY