A SPECIAL WISH FOUNDATION CLEVELAND CHAPTER (EIN 464497124) - 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

2013

Legal Domicile

Principal Officer

EILEEN LANE BEUDERT

Phone

2165133023

Tax Period

2024-01-01 to 2024-12-31

A SPECIAL WISH FOUNDATION CLEVELAND CHAPTER, founded in 2013, is a community nonprofit in the Health Care sector that reported $1.5M in total revenue in fiscal year 2024.

Mission

NON PROFIT ORGANIZATION DEDICATED TO GRANTING THE WISHES OF CHILDREN UNDER 21 WHO HAVE BEEN DIAGNOSED WITH A LIFE THREATENING DISORDER.

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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 $1,342,176

Program Service Revenue $559

Investment Income $10,783

Other Revenue $170,141

TOTAL REVENUE $1,523,659

Expense Breakdown

Grants Paid $713,904

Salaries & Benefits $431,208

Fundraising Expenses $62,105

Program Expenses $1,542,760

Other Expenses $476,505

TOTAL EXPENSES $1,621,617

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,523,659	$1,549,526	0.0%
Expenses	$1,621,617	$1,592,131	+0.0%
Net Income	$-97,958	$-42,605	+1.3%

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

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

$137,262

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH RITZLER	CHAIRMAN OF THE BOARD	1.00	Officer Director	$0	$0	$0
BRIAN SEITZ	TREASURER	1.00	Officer Director	$0	$0	$0
JASON BEUDERT	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHELLE LEONARD	TRUSTEE	1.00	Officer Director	$0	$0	$0
ANNIE MCCOOL	SECRETARY	1.00	Director	$0	$0	$0
LESLIE SACHS-MUNSELL	CO-FOUNDER	1.00	Director	$0	$0	$0
JOHN LANE	TRUSTEE	1.00	Director	$0	$0	$0
JEFFREY LEONARD	TRUSTEE	1.00	Director	$0	$0	$0
MOLLIE LANE	TRUSTEE	1.00	Director	$0	$0	$0
EILEEN LANE BEUDERT	EXECUTIVE DIRECTOR	40.00	Officer	$0	$43,277	$137,262

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	$1,523,659	$1,621,617	$598,135	$-97,958
2023	$1,549,526	$1,592,131	$702,256	$-42,605
2022	$1,287,013	$1,203,809	$736,736	$83,204
2021	$1,209,518	$915,888	$641,976	$293,630
2020	$693,892	$539,631	$342,063	$154,261
2019	$918,745	$908,000	$182,159	$10,745
2018	$617,294	$557,712	$165,505	$59,582

A SPECIAL WISH FOUNDATION CLEVELAND CHAPTER