MAKE-A-WISH FOUNDATION OF OH KY & IN (EIN 341471131) - 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

JULI MILLER

Phone

6149230555

Tax Period

2024-09-01 to 2025-08-31

MAKE-A-WISH FOUNDATION OF OH KY & IN, founded in 1983, is a mid-sized nonprofit in the Health Care sector that reported $18.5M in total revenue in fiscal year 2024. Revenue decreased 18% compared to the prior year. Expenses of $21.3M exceeded revenue, resulting in a 15% operating deficit.

Mission

CREATES 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 (2024)

Revenue Breakdown

Contributions & Grants $17,889,941

Program Service Revenue $22,775

Investment Income $390,376

Other Revenue $169,408

TOTAL REVENUE $18,472,500

Expense Breakdown

Grants Paid $11,328,832

Salaries & Benefits $6,745,885

Fundraising Expenses $3,198,603

Program Expenses $14,818,346

Other Expenses $3,248,766

TOTAL EXPENSES $21,323,483

Year-over-Year Comparison

	2024	2023	Change
Revenue	$18,472,500	$22,580,467	-0.2%
Expenses	$21,323,483	$20,338,112	+0.0%
Net Income	$-2,850,983	$2,242,355	-2.3%

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

391

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

$873,145

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KARA TROTT	CHAIR	2.00	Officer Director	$0	$0	$0
BRENT BAHNUB	VICE CHAIR	2.00	Officer Director	$0	$0	$0
BARBARA HESS	SECRETARY	2.00	Officer Director	$0	$0	$0
JEFF MCFARLAND	TREASURER	2.00	Officer Director	$0	$0	$0
JOHN BEAR	DIRECTOR	2.00	Director	$0	$0	$0
JAYNEL CHRISTENSEN	DIRECTOR	2.00	Director	$0	$0	$0
ALESSANDRO CIAFFONCINI	DIRECTOR	2.00	Director	$0	$0	$0
JASON FISHER	DIRECTOR	2.00	Director	$0	$0	$0
FRANK GALLUCCI	DIRECTOR	2.00	Director	$0	$0	$0
ANITA HARRIS-BROWN	DIRECTOR	2.00	Director	$0	$0	$0
JACKIE HAUSFIELD	DIRECTOR	2.00	Director	$0	$0	$0
PAUL HAUT	DIRECTOR	2.00	Director	$0	$0	$0
COURTNEY HESSENAUER	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN HODGES	DIRECTOR	2.00	Director	$0	$0	$0
DAVE HOOPER	DIRECTOR	2.00	Director	$0	$0	$0
ERIKA JURRENS	DIRECTOR	2.00	Director	$0	$0	$0
SHYAM KARUNAKARAN	DIRECTOR	2.00	Director	$0	$0	$0
KELLY KEEFE	DIRECTOR	2.00	Director	$0	$0	$0
PAUL LOUB	DIRECTOR (AS OF 4/25)	2.00	Director	$0	$0	$0
DR ELAINE MARDIS	DIRECTOR	2.00	Director	$0	$0	$0
JESSICA NICKLOY	DIRECTOR	2.00	Director	$0	$0	$0
KIRSTEN PARK	DIRECTOR	2.00	Director	$0	$0	$0
DAVID PAYNE	DIRECTOR	2.00	Director	$0	$0	$0
JEFF WILKINSON	DIRECTOR	2.00	Director	$0	$0	$0
THOMAS WILLIAMS	DIRECTOR	2.00	Director	$0	$0	$0
BRETT WOOD	DIRECTOR (THRU 3/25/25)	2.00	Director	$0	$0	$0
STEPHANIE MCCORMICK	PRESIDENT & CEO	40.00	Officer	$322,382	$8,358	$330,740
JULI MILLER	CHIEF MISSION OFFICER	40.00	Officer	$195,847	$6,388	$202,235
RUSSELL BETTS	CHIEF OPERATING OFFICER	40.00	Officer	$184,630	$2,860	$187,490
KERI HAIBACH	CHIEF ADVANCEMENT OFFICER	40.00	Officer	$134,799	$17,881	$152,680
WENDY MARRONI	VICE PRESIDENT HUMAN RESOURCES	40.00	Highest	$125,294	$10,561	$135,855
AMY NELSON	VICE PRESIDENT MARKET ADVANCEMENT	40.00	Highest	$119,017	$16,699	$135,716
SOPHIA MORTON	SENIOR DIRECTOR OF MISSION	40.00	Highest	$122,452	$2,006	$124,458
KATIE FERRELL	VP, MARKETING AND COMM. ENGAGMENT	40.00	Highest	$103,107	$28,327	$131,434
CHRISTINA TAYLOR	SENIOR DIRECTOR OF FINANCE	40.00	Highest	$113,770	$4,006	$117,776

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
2025	$18,472,500	$21,323,483	$15,556,654	$-2,850,983
2024	$22,580,467	$20,338,112	$18,229,926	$2,242,355
2023	$19,346,875	$20,692,282	$15,713,308	$-1,345,407
2022	$17,495,936	$16,631,118	$15,633,328	$864,818
2021	$13,599,516	$12,164,307	$15,872,839	$1,435,209
2020	$15,445,331	$12,957,671	$13,244,363	$2,487,660
2019	$14,530,633	$15,409,247	$9,695,072	$-878,614
2018	$15,272,795	$15,430,924	$10,898,664	$-158,129

MAKE-A-WISH FOUNDATION OF OH KY & IN