THE REAL WISHES FOUNDATION

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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

ROGER NELSON

Phone

4804775882

Tax Period

2024-01-01 to 2024-12-31

THE REAL WISHES FOUNDATION, founded in 2008, is a small nonprofit in the Human Services sector that reported $227K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year.

Mission

TO PAY IT FORWARD TO OUR COMMUNITY WHICH PROVIDES OUR LIVELIHOOD. THE FOUNDATION WILL SEEK INDIVIDUALS OR ORGANIZATIONS IN NEED AND WILL WORK DILIGENTLY TO HELP FULFILL THOSE NEEDS.

Program Service Accomplishments

Program 1

Expenses: $239,714

THE COCHISE CHAPTER PROVIDED A HAND UP, NOT A HANDOUT, TO33 FAMILIES AND INDIVIDUALS THISYEAR, TOTALING OVER 70,000. WORKING WITH THE COCHISE COUNTY SCHOOL DISTRICTS AND SHELTERS, WE PROVIDED OVER966 CHILDREN IN LOWER INCOME BRACKETS WITH WARM COATS FOR THIS WINTER. WE PROVIDED RIDING SCHOOL SCHOLARSHIPS TO 7 UNDERPRIVILEGED CHILDREN AND SPONSORED 3 GIRLS AND 2 COUNSELORS FOR A GIRLS CONFIDENCE CAMP. WE ALSO SUPPORTED MANY BOYS AND GIRLS THROUGH THE BOYS AND GIRLS CLUBS OF COCHISE COUNTY WHO WOULD NOT HAVE OTHERWISE HAD THE OPPORTUNITY TO ATTEND THESE PERSONAL GROWTH EVENTS.

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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 $247,053

Program Service Revenue $0

Investment Income $10,394

Other Revenue $-30,844

TOTAL REVENUE $226,603

Expense Breakdown

Grants Paid $237,066

Salaries & Benefits $0

Fundraising Expenses $1,636

Program Expenses $239,714

Other Expenses $10,099

TOTAL EXPENSES $247,165

Year-over-Year Comparison

	2024	2023	Change
Revenue	$226,603	$244,425	-0.1%
Expenses	$247,165	$218,866	+0.1%
Net Income	$-20,562	$25,559	-1.8%

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

N/A

Volunteers

135

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHARI WARD	PRESIDENT	003.00	Officer Director	$0	$0	$0
KELLY SORIANO	VICE-PRESIDENT	003.00	Officer Director	$0	$0	$0
JOANNE GLAUDINI	TREASURER	003.00	Officer Director	$0	$0	$0
ARACELY STOUT	DIRECTOR	001.00	Director	$0	$0	$0
CHELSEA MCDONNELL	DIRECTOR	001.00	Director	$0	$0	$0
CHRISTOPHER STINNET	DIRECTOR	001.00	Director	$0	$0	$0
DORA DEXTER	DIRECTOR	001.00	Director	$0	$0	$0
ERIC SNIDER	DIRECTOR	001.00	Director	$0	$0	$0
MELISSA YOST-FUENTES	DIRECTOR	001.00	Director	$0	$0	$0
RAE GOEPFERT	DIRECTOR	001.00	Director	$0	$0	$0
TERESA MEEK	DIRECTOR	001.00	Director	$0	$0	$0
WILLIAM GADDIS	DIRECTOR	001.00	Director	$0	$0	$0
ROGER NELSON	CEO	001.00	Officer	$0	$0	$0
PAMELA FRESTEDT	COO	001.00	Officer	$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	$226,603	$247,165	$455,535	$-20,562
2023	$244,425	$218,866	$484,624	$25,559
2022	$466,045	$115,909	$447,839	$350,136