Wish of a Lifetime (EIN 262123649) - 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

2008

Legal Domicile

Principal Officer

Thomas Wagenlander

Phone

3039549144

Tax Period

2024-01-01 to 2024-12-31

Wish of a Lifetime, founded in 2008, is a community nonprofit in the Human Services sector that reported $4.1M in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $5.0M exceeded revenue, resulting in a 21% operating deficit.

Mission

Spark hope and joy in the hearts of older adults by fulfilling their dreams through personalized wish experiences.

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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 $4,083,666

Program Service Revenue $0

Investment Income $45,355

Other Revenue $0

TOTAL REVENUE $4,129,021

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,153,727

Fundraising Expenses $348,999

Program Expenses $4,140,367

Other Expenses $1,845,644

TOTAL EXPENSES $4,999,371

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,129,021	$4,388,785	-0.1%
Expenses	$4,999,371	$4,842,711	+0.0%
Net Income	$-870,350	$-453,926	+0.9%

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

5014

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

$1,409,228

Total Directors

$1,212,065

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jeremy Bloom	Board Chair	1.00	Officer Director	$0	$0	$112,500
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	$75,492	$1,099,565
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	$65,794	$532,283
Sarah Shaw	Secretary & AARP SVP	1.00	Officer	$0	$64,426	$464,470
Thomas Wagenlander	Executive Director	40.00	Officer	$255,476	$44,499	$299,975
Beau Ballinger	Director, Business Planning & Ops	40.00	Highest	$141,888	$50,852	$192,740
Steven Glaser	Director, Wish Program	40.00	Highest	$141,672	$30,477	$172,149
Jared Bloomfield	Director, Field Program	40.00	Highest	$136,646	$28,960	$165,606
Kristen Prusky	Director, Marketing & Comm	40.00	Highest	$133,795	$49,557	$183,352
Elija Valdez	Manager, Wish Fulfillment	40.00	Highest	$105,993	$27,964	$133,957

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	$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

Wish of a Lifetime