WISHES & MORE (EIN 201766318) - 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

2004

Legal Domicile

Principal Officer

KARLA BLOMBERG

Phone

7635021500

Tax Period

2023-01-01 to 2023-12-31

WISHES & MORE, founded in 2004, is a community nonprofit in the Human Services sector that reported $1.9M in total revenue in fiscal year 2023. Expenses of $1.9M left a modest 4% surplus.

Mission

WISHES & MORE GRANTS WISHES FOR KIDS FROM BIRTH TO THEIR 19TH BIRTHDAY WITH A TERMINAL OR LIFE-THREATENING CONDITION. EACH WISH CHILD IS AWARDED A SCHOLARSHIP OF HOPE CERTIFICATE AS A REDEEMABLE GRANT, APPLICABLE TO ANY HIGHER EDUCATION INSTITUTE OF LEARNING. THROUGH OUR UNIQUE MEMORIAL PROGRAM, WISHES & MORE PROVIDES A MONETARY GIFT TO FAMILIES WHO LOSE A CHILD BEFORE THEY COULD EXPERIENCE A WISH.

🔒

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 $1,699,311

Program Service Revenue $0

Investment Income $81,113

Other Revenue $166,257

TOTAL REVENUE $1,946,681

Expense Breakdown

Grants Paid $1,088,483

Salaries & Benefits $536,394

Fundraising Expenses $80,767

Program Expenses $1,620,430

Other Expenses $197,481

TOTAL EXPENSES $1,868,946

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,946,681	$1,837,073	+0.1%
Expenses	$1,868,946	$1,533,214	+0.2%
Net Income	$77,735	$303,859	-0.7%

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

258

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

$102,090

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KARLA BLOMBERG	PRESIDENT	30.00	Officer Director	$0	$0	$0
ANN MUETING	CHAIR	1.00	Officer Director	$0	$0	$0
MIKE ZITELMAN	VICE CHAIR	3.00	Officer Director	$0	$0	$0
CYNTHIA SONTAG	TREASURER	25.00	Officer Director	$0	$0	$0
JIM ROEHL	SECRETARY	2.00	Officer Director	$0	$0	$0
MIKE DEASEY	BOARD MEMBER	2.00	Director	$0	$0	$0
BEN BINA	BOARD MEMBER	2.00	Director	$0	$0	$0
RANDY EHLERINGER	BOARD MEMBER	2.00	Director	$0	$0	$0
NANCY LAMBERT	BOARD MEMBER	2.00	Director	$0	$0	$0
MARK ROBBINS	BOARD MEMBER	2.00	Director	$0	$0	$0
CHIRS AMES	BOARD MEMBER	2.00	Director	$0	$0	$0
RUSS BRIDGES	BOARD MEMBER	2.00	Director	$0	$0	$0
CHRIS HARRISTHAL	BOARD MEMBER	2.00	Director	$0	$0	$0
AMY GUNTER-BOARD MEMBER	THRU OCTOBER 2023	2.00	Director	$0	$0	$0
NATHAN MUETING	EXECUTIVE DIRECTOR	40.00	Officer	$95,000	$7,090	$102,090

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	No data	No data	No data	No data
2023	$1,946,681	$1,868,946	$2,470,548	$77,735
2022	$1,837,073	$1,533,214	$2,321,533	$303,859
2021	$1,601,926	$1,240,152	$2,091,230	$361,774
2020	$1,287,042	$963,612	$1,640,638	$323,430
2019	$1,188,641	$1,328,278	$1,277,073	$-139,637
2018	$1,058,962	$820,356	$1,348,777	$238,606

WISHES & MORE