MAKE-A-WISH FOUNDATION OF GREATER VIRGINIA (EIN 541429614) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

SHERI LAMBERT

Phone

8042179474

Tax Period

2023-09-01 to 2024-08-31

MAKE-A-WISH FOUNDATION OF GREATER VIRGINIA, founded in 1987, is a community nonprofit in the Health Care sector that reported $2.7M in total revenue in fiscal year 2017. The organization ran a surplus of $416K, a strong 15% operating margin.

Mission

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

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $3,703,747

Program Service Revenue $0

Investment Income $90,141

Other Revenue $8,208

TOTAL REVENUE $3,802,096

Expense Breakdown

Grants Paid $1,767,034

Salaries & Benefits $1,249,168

Fundraising Expenses $607,845

Program Expenses $2,545,722

Other Expenses $524,878

TOTAL EXPENSES $3,542,168

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,802,096	$3,399,675	+0.1%
Expenses	$3,542,168	$2,940,009	+0.2%
Net Income	$259,928	$459,666	-0.4%

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

150

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

$243,124

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHERI LAMBERT	PRESIDENT AND CEO	40.00	Officer	$215,814	$27,310	$243,124
SCOTT MERITHEW	CHAIR	2.00	Officer Director	$0	$0	$0
MICHAEL GALLAGHER	VICE CHAIR	2.00	Officer Director	$0	$0	$0
DONNA HILDERBRAND	TREASURER (THRU 8/20/24)	2.00	Officer Director	$0	$0	$0
SHANNON SHOWALTER	SECRETARY	2.00	Officer Director	$0	$0	$0
BARBARA MCCARTHY	DIRECTOR (THRU 6/14/24)	1.00	Director	$0	$0	$0
BILL HOWARD	DIRECTOR	1.00	Director	$0	$0	$0
BRENDA WISE	DIRECTOR	1.00	Director	$0	$0	$0
CATHY KEIGER	DIRECTOR	1.00	Director	$0	$0	$0
DOMENICA ESTES	DIRECTOR	1.00	Director	$0	$0	$0
DR DANIEL TREY LEE	DIRECTOR	1.00	Director	$0	$0	$0
DR MICHAEL HAINSTOCK	DIRECTOR	1.00	Director	$0	$0	$0
JEFF MARKLIN	DIRECTOR	1.00	Director	$0	$0	$0
JOSEPH SCARPA	DIRECTOR	1.00	Director	$0	$0	$0
KERRI CARTER MD	DIRECTOR	1.00	Director	$0	$0	$0
LINDSEY GELFAND	DIRECTOR	1.00	Director	$0	$0	$0
MARK HUTCHINSON	DIRECTOR	1.00	Director	$0	$0	$0
MEREDITH THROWER	DIRECTOR	1.00	Director	$0	$0	$0
MIKE PRESSENDO	DIRECTOR	1.00	Director	$0	$0	$0
SABRINA SMITH	DIRECTOR	1.00	Director	$0	$0	$0
SEAN HICKS	DIRECTOR	1.00	Director	$0	$0	$0
SHANTELLE L BROWN	DIRECTOR (THRU 10/26/23)	1.00	Director	$0	$0	$0
WILL CROPPER	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	$3,802,096	$3,542,168	$2,310,958	$259,928
2023	$3,399,675	$2,940,009	$1,801,002	$459,666
2022	$2,391,075	$2,448,763	$1,298,497	$-57,688
2021	$2,139,799	$1,887,167	$1,528,896	$252,632
2020	$2,195,871	$2,297,747	$1,275,475	$-101,876
2019	$2,471,487	$2,624,913	$1,239,450	$-153,426
2018	$2,729,459	$2,313,298	$1,372,662	$416,161

MAKE-A-WISH FOUNDATION OF GREATER VIRGINIA