MAKE-A-WISH FOUNDATION OF CONNECTICUT INC (EIN 222710919) - 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

PAMELA KEOUGH

Phone

2032619044

Tax Period

2024-09-01 to 2025-08-31

MAKE-A-WISH FOUNDATION OF CONNECTICUT INC, founded in 1986, is a community nonprofit in the Health Care sector that reported $6.5M in total revenue in fiscal year 2024.

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 (2024)

Revenue Breakdown

Contributions & Grants $6,011,738

Program Service Revenue $1,800

Investment Income $516,557

Other Revenue $-69,899

TOTAL REVENUE $6,460,196

Expense Breakdown

Grants Paid $2,438,846

Salaries & Benefits $2,229,160

Fundraising Expenses $1,165,271

Program Expenses $4,356,129

Other Expenses $1,642,062

TOTAL EXPENSES $6,315,593

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,460,196	$6,668,928	0.0%
Expenses	$6,315,593	$6,788,306	-0.1%
Net Income	$144,603	$-119,378	-2.2%

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

300

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

$627,654

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIMBERLY LUMIA	CHAIR (AS OF 12/5/2024)	3.00	Officer Director	$0	$0	$0
TRACEY YURKO	CHAIR (THRU 12/4/2024)	3.00	Officer Director	$0	$0	$0
PAUL STEVELMAN	VICE CHAIR (THRU 12/4/24)	3.00	Officer Director	$0	$0	$0
NIALL BYRNE	VICE CHAIR (AS OF 12/4/24)	3.00	Officer Director	$0	$0	$0
ROBYN HUNTER	TREASURER	3.00	Officer Director	$0	$0	$0
ANNE TSENG	SECRETARY (AS OF 2/9/25)	3.00	Officer Director	$0	$0	$0
JEFFREY FUHRMAN	SECRETARY (THRU 2/8/25)	3.00	Officer Director	$0	$0	$0
KIM ANDERSON	DIRECTOR (THRU 10/8/24)	1.00	Director	$0	$0	$0
ROBERT ARENA	DIRECTOR (AS OF 8/2025)	1.00	Director	$0	$0	$0
JAMES BARNETT	DIRECTOR	1.00	Director	$0	$0	$0
CAROL BARRIOS	DIRECTOR (AS OF 3/18/25)	1.00	Director	$0	$0	$0
STEVE BROWN	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL DAGLIO	DIRECTOR	1.00	Director	$0	$0	$0
ALYSSA HARVEY DAWSON	DIRECTOR	1.00	Director	$0	$0	$0
KAREN FARRELL	DIRECTOR (UNTIL 7/29/25)	1.00	Director	$0	$0	$0
JODY HARRIS	DIRECTOR (AS OF 1/27/25)	1.00	Director	$0	$0	$0
ROBIN HAYES	DIRECTOR (THRU 2/6/25)	1.00	Director	$0	$0	$0
THOMAS JANKOVICH	DIRECTOR	1.00	Director	$0	$0	$0
DEAN KIMBER	DIRECTOR (THRU 6/2/25)	1.00	Director	$0	$0	$0
SARAH MOORE FASS	DIRECTOR (AS OF 8/25)	1.00	Director	$0	$0	$0
ANDREW PHILIPP	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE RETCHO	DIRECTOR (1/27/25-8/7/25)	1.00	Director	$0	$0	$0
MARK ROSA	DIRECTOR (AS OF 8/25)	1.00	Director	$0	$0	$0
REGINA RUSH-KITTLE	DIRECTOR (THRU 10/7/24)	1.00	Director	$0	$0	$0
MELISSA SKOTTEGAARD	DIRECTOR (THRU 6/2/25)	1.00	Director	$0	$0	$0
ROSE VELEZ-SMITH	DIRECTOR (AS OF 10/10/24)	1.00	Director	$0	$0	$0
CHRISTOPHER SULLIVAN	DIRECTOR (AS OF 8/25)	1.00	Director	$0	$0	$0
RHONDA VETERE	DIRECTOR (THRU 1/27/25)	1.00	Director	$0	$0	$0
ROBYN WHITTINGHAM	DIRECTOR	1.00	Director	$0	$0	$0
STEVE WOLOWITZ	DIRECTOR	1.00	Director	$0	$0	$0
PAMELA KEOUGH	PRESIDENT AND CEO	40.00	Officer	$245,367	$35,853	$281,220
CATHY LAPORTA	CHIEF OPERATING OFFICER	40.00	Officer	$143,053	$25,057	$168,110
TARA NAVARA	CHIEF DEVELOPMENT OFFICER	40.00	Officer	$172,641	$5,683	$178,324
KIMBERLY SMITH	DR OF CORP/COMMUNITY GIVIN	40.00	Highest	$118,319	$28,595	$146,914
SUSAN CARRON	DIRECTOR OF OUTREACH	40.00	Highest	$100,038	$4,273	$104,311

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
2025	$6,460,196	$6,315,593	$14,036,676	$144,603
2024	No data	No data	No data	No data
2023	$5,923,139	$6,112,081	$14,057,681	$-188,942
2022	$6,162,716	$4,982,324	$14,322,797	$1,180,392
2021	$5,558,740	$3,677,960	$14,751,586	$1,880,780
2020	$5,622,113	$3,923,419	$12,273,457	$1,698,694
2019	$5,093,220	$4,599,880	$7,558,608	$493,340
2018	$5,224,061	$4,772,940	$7,000,647	$451,121

MAKE-A-WISH FOUNDATION OF CONNECTICUT INC