A SPECIAL WISH FOUNDATION INC OF SOUTHWEST OHIO (EIN 311234314) - 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

Formation Year

1982

Legal Domicile

Principal Officer

DAVID SEYER

Phone

9376414267

Tax Period

2024-01-01 to 2024-12-31

A SPECIAL WISH FOUNDATION INC OF SOUTHWEST OHIO, founded in 1982, is a small nonprofit that reported $818K in total revenue in fiscal year 2024. Expenses of $750K left a modest 8% surplus.

Mission

THE MISSION OF A SPECIAL WISH FOUNDATION (ASW) IS TO GRANT THE WISH OF A CHILD OR ADOLESCENT, BIRTH THROUGH AGE 20, WHO HAS BEEN DIAGNOSED WITH A LIFE-THREATENING DISORDER. SINCE 1983, THE DAYTON CHAPTER HAS BEEN GRANTING WISHES TO CHILDREN AND ADOLESCENTS IN MONTGOMERY, MIAMI,DARKE, GREENE, MERCER, SHELBY, AND SURROUNDING COUNTIES.

🔒

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 $600,834

Program Service Revenue $0

Investment Income $83,073

Other Revenue $134,052

TOTAL REVENUE $817,959

Expense Breakdown

Grants Paid $0

Salaries & Benefits $199,926

Fundraising Expenses $31,627

Program Expenses $631,420

Other Expenses $549,597

TOTAL EXPENSES $749,523

Year-over-Year Comparison

	2024	2023	Change
Revenue	$817,959	$795,389	+0.0%
Expenses	$749,523	$804,545	-0.1%
Net Income	$68,436	$-9,156	-8.5%

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

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

$85,826

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID SEYER	EXECUTIVE DI	40.00	Officer	$85,826	$0	$85,826
JANEL MILLS BARNETT	DIRECTOR	5.00	Director	$0	$0	$0
CHRIS BESECKER	DIRECTOR	5.00	Director	$0	$0	$0
MICHELLE CRABTREE	PAST PRESIDE	5.00	Officer Director	$0	$0	$0
ELIZABETH DOWNER	TREASURER	5.00	Officer Director	$0	$0	$0
JAYNE LACEY GMEINER	SECRETARY	5.00	Officer Director	$0	$0	$0
BECKY GULDEN	DIRECTOR	5.00	Director	$0	$0	$0
JIM HIEKES	DIRECTOR	5.00	Director	$0	$0	$0
ANNE KEETON	DIRECTOR	5.00	Director	$0	$0	$0
QUIN KLINE	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
DAVID ROER MD	DIRECTOR	5.00	Director	$0	$0	$0
MUKUND G DOLE MD	DIRECTOR	5.00	Director	$0	$0	$0
BRIAN MCNEICE	DIRECTOR	5.00	Director	$0	$0	$0
CAROL MURRAY	DIRECTOR	5.00	Director	$0	$0	$0
ZACHARY PIERCE	DIRECTOR	5.00	Director	$0	$0	$0
DYLAN ROMANS	DIRECTOR	5.00	Director	$0	$0	$0
APRIL WOMACK	PRESIDENT	5.00	Officer 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	$817,959	$749,523	$2,360,060	$68,436
2023	$795,389	$804,545	$2,163,655	$-9,156
2022	$716,285	$726,814	$1,995,015	$-10,529
2021	$655,076	$638,908	$2,502,609	$16,168
2020	$560,964	$433,960	$2,331,275	$127,004
2019	$592,241	$652,907	$1,927,793	$-60,666
2018	$598,737	$619,789	$1,748,799	$-21,052

A SPECIAL WISH FOUNDATION INC OF SOUTHWEST OHIO