Wish of a Lifetime

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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

2008

Legal Domicile

Principal Officer

Thomas Wagenlander

Phone

3039549144

Tax Period

2025-01-01 to 2025-12-31

Wish of a Lifetime, founded in 2008, is a community nonprofit in the Human Services sector that reported $4.7M in total revenue in fiscal year 2025. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

Wish of A Lifetime's (WOL) mission is to spark hope and joy in the hearts of older adults by fulfilling their dreams through personalized experiences that promote healthy and purposeful aging. We share these stories to inspire those of all ages.

Program Service Accomplishments

Program 1

Expenses: $4,004,356

We envision a world where everyone ages with hope and joy, older adults are celebrated for their wisdom, accomplishments, and sacrifices, and intergenerational connections enrich our daily lives...

We envision a world where everyone ages with hope and joy, older adults are celebrated for their wisdom, accomplishments, and sacrifices, and intergenerational connections enrich our daily lives. Wishes connect older adults to people, purpose, and passions to eliminate feelings of isolation and help them live vibrant, purposeful lives. Wishes are a catalyst to share our recipients incredible and inspiring stories that we believe break down generational boundaries and empower our recipients to once again discover their purpose and passion in life.

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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 (2025)

Revenue Breakdown

Contributions & Grants $4,660,252

Program Service Revenue $0

Investment Income $27,090

Other Revenue $0

TOTAL REVENUE $4,687,342

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,162,623

Fundraising Expenses $363,518

Program Expenses $4,004,356

Other Expenses $1,758,622

TOTAL EXPENSES $4,921,245

Year-over-Year Comparison

	2025	2024	Change
Revenue	$4,687,342	$4,129,021	+0.1%
Expenses	$4,921,245	$4,999,371	0.0%
Net Income	$-233,903	$-870,350	-0.7%

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

6310

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

$1,316,032

Total Directors

$946,583

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeremy Bloom	Board Chair	2.00	Officer Director	$0	$0	$0
Eric Chess	Vice Chair	1.00	Director	$0	$0	$0
Michelle Armstrong	Director	1.00	Director	$0	$0	$0
Scott M Frisch	Director & AARP EVP - COO	1.00	Director	$0	$77,757	$946,583
Eliot Hamlisch	Director	1.00	Director	$0	$0	$0
Eric Hirschberg	Director	1.00	Director	$0	$0	$0
Laurie Schadegg Thomas	Director	1.00	Director	$0	$0	$0
Karen Mercer	Treasurer & AARP SVP	1.00	Officer	$0	$67,386	$528,678
Sarah Shaw	Secretary & AARP SVP	1.00	Officer	$0	$66,039	$469,860
Thomas Wagenlander	Executive Director	40.00	Officer	$263,802	$53,692	$317,494
Beau Ballinger	Director, Business Planning & Ops	40.00	Highest	$155,247	$57,508	$212,755
Steven Glaser	Director, Wish Program	40.00	Highest	$141,487	$51,196	$192,683
Jared Bloomfield	Director, Field Program	40.00	Highest	$136,956	$29,517	$166,473
Kristen Prusky	Director, Marketing & Comms	40.00	Highest	$136,124	$50,734	$186,858
Elija Montepare	Manager, Wish Fulfillment	40.00	Highest	$107,244	$34,264	$141,508

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	$4,687,342	$4,921,245	$1,181,144	$-233,903
2024	$4,129,021	$4,999,371	$1,365,509	$-870,350
2023	$4,388,785	$4,842,711	$2,194,296	$-453,926
2022	$3,476,215	$3,004,872	$2,634,392	$471,343
2021	$2,358,696	$2,143,420	$2,009,030	$215,276
2021	$2,358,696	$2,143,420	$2,009,030	$215,276
2020	$2,430,288	$1,309,248	$1,539,814	$1,121,040
2019	$872,881	$1,030,731	$369,963	$-157,850