MAKE-A-WISH FOUNDATION OF PHILADELPHIA DELAWARE AND SUSQUEHANNA VALLEY (EIN 222755963) - 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

JENNIFER DAVIS

Phone

2156549355

Tax Period

2023-09-01 to 2024-08-31

MAKE-A-WISH FOUNDATION OF PHILADELPHIA DELAWARE AND SUSQUEHANNA VALLEY, founded in 1986, is a community nonprofit in the Health Care sector that reported $7.2M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $6.8M left a modest 6% 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 $7,033,100

Program Service Revenue $11,250

Investment Income $201,474

Other Revenue $-21,383

TOTAL REVENUE $7,224,441

Expense Breakdown

Grants Paid $3,373,873

Salaries & Benefits $2,431,254

Fundraising Expenses $1,083,996

Program Expenses $4,944,832

Other Expenses $1,001,499

TOTAL EXPENSES $6,806,626

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,224,441	$6,404,711	+0.1%
Expenses	$6,806,626	$6,428,977	+0.1%
Net Income	$417,815	$-24,266	-18.2%

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

150

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

$315,880

Total Directors

Key Employees

$181,479

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER DAVIS	PRESIDENT/CEO	37.50	Officer	$303,731	$12,149	$315,880
BRUCE FELL	DIRECTOR	1.00	Director	$0	$0	$0
CINDY REISS-CLARK	DIRECTOR	1.00	Director	$0	$0	$0
CARA FELDMAN	VP DEVELOPMENT	37.50	Key Emp	$167,736	$13,743	$181,479
KAREN TRATEN	SR. DIRECTOR OF DEVELOPMENT	37.50	Highest	$139,732	$21,002	$160,734
JOSEPH LYNCH	DIRECTOR OF MAJOR GIFTS	37.50	Highest	$121,378	$7,860	$129,238
SUSAN ARTHUR	CHAIRMAN	2.00	Officer Director	$0	$0	$0
LINDA BELFUS	VICE CHAIR	2.00	Officer Director	$0	$0	$0
VIRGINIA CALEGA	SECRETARY	2.00	Officer Director	$0	$0	$0
PAUL ROVNER	TREASURER	2.00	Officer Director	$0	$0	$0
KARA TUCKER	DIRECTOR	1.00	Director	$0	$0	$0
CINDY BO	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN BRODY	DIRECTOR	1.00	Director	$0	$0	$0
DAVID BROUSSEAU	DIRECTOR	1.00	Director	$0	$0	$0
GARY CAMP	DIRECTOR	1.00	Director	$0	$0	$0
ROB CRONER	DIRECTOR	1.00	Director	$0	$0	$0
ED DEANGELIS	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE FELGOISE	DIRECTOR	1.00	Director	$0	$0	$0
MARK HACKETT	DIRECTOR	1.00	Director	$0	$0	$0
ALEXA HOGARTY	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS HUTTON	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER KELLY	DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH SESOK-PIZZINI	DIRECTOR	1.00	Director	$0	$0	$0

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	$7,224,441	$6,806,626	$6,097,056	$417,815
2023	$6,404,711	$6,428,977	$5,397,776	$-24,266
2022	$5,976,518	$4,637,160	$5,206,932	$1,339,358
2021	$4,070,559	$3,445,095	$3,956,221	$625,464
2020	$4,302,342	$4,287,799	$3,206,542	$14,543
2019	$5,581,793	$5,762,605	$3,104,884	$-180,812
2018	$6,109,473	$7,052,843	$3,027,958	$-943,370

MAKE-A-WISH FOUNDATION OF PHILADELPHIA DELAWARE AND SUSQUEHANNA VALLEY