A SPECIAL WISH FOUNDATION INC (EIN 311055537) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Principal Officer

CHARLES GROEZINGER

Phone

6142583186

Tax Period

2024-01-01 to 2024-12-31

A SPECIAL WISH FOUNDATION INC is a micro nonprofit that reported $34K in total revenue in fiscal year 2024. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $114K exceeded revenue, resulting in a 238% operating deficit.

Mission

GRANT SPECIAL WISHES TO CHILDREN WITH A LIFE-THREATENING MEDICAL PROBLEM

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $16,181

Program Service Revenue $0

Investment Income $17,547

Other Revenue $0

TOTAL REVENUE $33,728

Expense Breakdown

Grants Paid $0

Salaries & Benefits $81,059

Fundraising Expenses $991

Program Expenses $91,369

Other Expenses $32,827

TOTAL EXPENSES $113,886

Year-over-Year Comparison

	2024	2023	Change
Revenue	$33,728	$57,616	-0.4%
Expenses	$113,886	$90,018	+0.3%
Net Income	$-80,158	$-32,402	+1.5%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

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
ALICIA FENN	DIRECTOR	0.25	Director	$0	$0	$0
JASON BEUDERT	TREASURER	0.25	Director	$0	$0	$0
KELLY CALLAND	DIRECTOR	0.25	Director	$0	$0	$0
ALICIA JORDAN	DIRECTOR	0.25	Director	$0	$0	$0
CHARLES GROEZINGER	PRESIDENT	0.25	Officer	$0	$0	$0
ROB LECH	VICE PRESIDE	0.25	Officer	$0	$0	$0
JOHN LITTLE	SECRETARY	0.25	Officer	$0	$0	$0
DAVE SEYER	DIRECTOR	0.25	Director	$0	$0	$0
LISA HARDEN	EXECUTIVE DI	10.00		$16,750	$0	$67,000

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	$33,728	$113,886	$742,656	$-80,158
2023	$57,616	$90,018	$790,016	$-32,402
2022	$264,770	$215,858	$512,852	$48,912
2022	$264,770	$215,858	$754,849	$48,912
2021	$279,342	$179,653	$985,218	$99,689
2020	$177,172	$149,909	$814,525	$27,263
2019	$207,813	$198,426	$766,512	$9,387
2018	$469,717	$244,058	$757,125	$225,659

A SPECIAL WISH FOUNDATION INC