MAKE-A-WISH FOUNDATION OF ORANGE COUNTY AND THE INLAND EMPIRE INC (EIN 330036556) - 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

1983

Legal Domicile

Principal Officer

ANNE GREY

Phone

7145739474

Tax Period

2023-09-01 to 2024-08-31

MAKE-A-WISH FOUNDATION OF ORANGE COUNTY AND THE INLAND EMPIRE INC, founded in 1983, is a community nonprofit in the Health Care sector that reported $4.7M in total revenue in fiscal year 2023. Expenses of $4.2M left a modest 11% surplus.

Mission

TOGETHER, WE CREATE LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $4,504,507

Program Service Revenue $107,450

Investment Income $73,679

Other Revenue $6,348

TOTAL REVENUE $4,691,984

Expense Breakdown

Grants Paid $1,694,945

Salaries & Benefits $1,142,877

Fundraising Expenses $756,636

Program Expenses $2,709,138

Other Expenses $1,328,671

TOTAL EXPENSES $4,166,493

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,691,984	$4,442,186	+0.1%
Expenses	$4,166,493	$5,089,152	-0.2%
Net Income	$525,491	$-646,966	-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

Volunteers

353

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

$232,613

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GLORIA JETTER CROCKET	PRESIDENT & CEO (THRU 03/2024)	40.00	Officer	$223,018	$9,595	$232,613
MELISSA GALLAGHER	VP OF MISSION DELIVERY	40.00	Highest	$108,569	$10,425	$118,994
JACQUELINE RAMIREZ	DIRECTOR OF FINANCE AND OPERATIONS	40.00	Highest	$103,329	$5,821	$109,150
ANNE GREY	PRESIDENT & CEO (BEGAN 08/2024)	40.00	Officer	$0	$0	$0
KOMRON TARKESHIAN	CHAIR	5.00	Officer Director	$0	$0	$0
JEFF LEWIS	VICE CHAIR	3.00	Officer Director	$0	$0	$0
MIKE ZEMETRA	TREASURER	2.00	Officer Director	$0	$0	$0
MARK CARLOS	SECRETARY	3.00	Officer Director	$0	$0	$0
ANDY NICKERSON	DIRECTOR	1.00	Director	$0	$0	$0
CARIE JERNQUIST-FERRY	DIRECTOR	3.00	Director	$0	$0	$0
COREY DONALDSON	DIRECTOR	1.00	Director	$0	$0	$0
DOLORES SALMAN	DIRECTOR	1.00	Director	$0	$0	$0
HARRIET LEHMAN	DIRECTOR	1.00	Director	$0	$0	$0
JASON LANGTEN	DIRECTOR	1.00	Director	$0	$0	$0
JESSE CHANG	DIRECTOR	1.00	Director	$0	$0	$0
JOEL SPRAGUE	DIRECTOR	1.00	Director	$0	$0	$0
JOFFRE OLAYA	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN HALLSTEAD	DIRECTOR	1.00	Director	$0	$0	$0
JOONE KIM-LOPEZ	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLY WORSNOP	DIRECTOR	1.00	Director	$0	$0	$0
KRIS THEILER	DIRECTOR	2.00	Director	$0	$0	$0
MIKE COLONNA	DIRECTOR	1.00	Director	$0	$0	$0
SHARI SIMMONS	DIRECTOR	2.00	Director	$0	$0	$0
WHIT BATCHELOR	DIRECTOR	1.00	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	$4,691,984	$4,166,493	$4,187,711	$525,491
2023	$4,442,186	$5,089,152	$4,012,194	$-646,966
2022	$4,575,621	$4,202,817	$3,297,346	$372,804
2021	$3,420,841	$3,047,942	$3,574,107	$372,899
2020	$3,899,395	$3,969,368	$2,775,036	$-69,973
2019	$4,518,362	$5,078,099	$2,904,150	$-559,737
2018	$4,689,655	$5,254,759	$3,388,235	$-565,104

MAKE-A-WISH FOUNDATION OF ORANGE COUNTY AND THE INLAND EMPIRE INC