MAKE-A-WISH FOUNDATION OF CENTRAL AND WESTERN NORTH CAROLINA INC

EIN: 561492432 501(c)(3) Health Care

CHARLOTTE, NC

Total Revenue
$7,280,804
Total Expenses
$7,308,363
Total Assets
$9,741,852
Net Assets
$7,620,127
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1985
Legal Domicile
NC
Principal Officer
KATHERINE JETTON
Phone
7043390334
Tax Period
2022-09-01 to 2023-08-31

MAKE-A-WISH FOUNDATION OF CENTRAL AND WESTERN NORTH CAROLINA INC, founded in 1985, is a community nonprofit in the Health Care sector that reported $7.3M in total revenue in fiscal year 2022. Revenue surged 21% from the prior year, signaling strong growth momentum.

Mission

THE MAKE-A-WISH FOUNDATION OF CENTRAL & WESTERN NORTH CAROLINA CREATES LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES.

Program Service Accomplishments

Program 1
Expenses: $5,751,536 Revenue: $1,500

IT IS THE FOUNDING PRINCIPLE OF OUR VISION TO GRANT THE WISH OF EVERY ELIGIBLE CHILD, BETWEEN THE AGES OF 2 1/2 AND 18. FOR WISH KIDS, JUST THE ACT OF MAKING THEIR WISH COME TRUE CAN GIVE THEM THE...

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IT IS THE FOUNDING PRINCIPLE OF OUR VISION TO GRANT THE WISH OF EVERY ELIGIBLE CHILD, BETWEEN THE AGES OF 2 1/2 AND 18. FOR WISH KIDS, JUST THE ACT OF MAKING THEIR WISH COME TRUE CAN GIVE THEM THE COURAGE TO COMPLY WITH THEIR MEDICAL TREATMENTS. WITH OUR WISH-MAKING PROCESS, WE STRIVE TO BRING A SENSE OF EXCITEMENT AND HOPE DURING EXTREMELY DIFFICULT TIMES AND DELIVER A JOYFUL LIFE-CHANGING EXPERIENCE WHETHER THE WISH IS A PRINCESS PARTY, SWIM WITH THE DOLPHINS, OR THE COUNTLESS OTHER POSSIBILITIES DREAMED UP BY THE MAGICAL MIND OF A CHILD. THE MAKE-A-WISH FOUNDATION OF CENTRAL AND WESTERN NORTH CAROLINA, INC. GRANTED 430 LIFE-CHANGING WISHES IN THE FISCAL YEAR ENDING AUGUST 31, 2023. THE TOTAL COST OF WISHES GRANTED FOR THE FISCAL YEAR WAS $6,459,506. OF THIS AMOUNT, $733,887 WAS CONTRIBUTED BY VARIOUS VENDORS WHO PROVIDED IN-KIND CONTRIBUTIONS SUCH AS TRAVEL AND TRAVEL SERVICES, TRANSPORTATION, LODGING, AND OTHER SERVICES AND USE OF FACILITIES TO COMPLETE A CHILD'S WISH. FOR FINANCIAL STATEMENT PURPOSES, THESE AMOUNTS ARE INCLUDED AS CONTRIBUTION REVENUE AND GRANTED WISH EXPENSE. FOR FORM 990, HOWEVER, THE IRS REQUIRES THIS AMOUNT BE EXCLUDED FROM BOTH REVENUE AND EXPENSE.

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $7,066,875
Program Service Revenue $1,500
Investment Income $347,744
Other Revenue $-135,315
TOTAL REVENUE $7,280,804

Expense Breakdown

Grants Paid $4,108,113
Salaries & Benefits $2,208,449
Fundraising Expenses $796,020
Program Expenses $5,751,536
Other Expenses $991,801
TOTAL EXPENSES $7,308,363

Year-over-Year Comparison

2022 2021 Change
Revenue $7,280,804 $5,997,637 +0.2%
Expenses $7,308,363 $4,653,885 +0.6%
Net Income $-27,559 $1,343,752 -1.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
20
Independent Members
20
Employees
32
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
7
$306,772
Total Directors
20
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KATHERINE JETTON PRESIDENT & CEO 40.00
Officer
$194,965 $15,085 $210,050
JACQUELINE HOWELLS SVP FINANCE AND OPERATIONS 40.00
Officer
$85,676 $11,046 $96,722
TERRI ZANDHUIS CHAIR 2.00
Officer Director
$0 $0 $0
PETER SMUL GOVERNANCE CHAIR 2.00
Officer Director
$0 $0 $0
STEVE BARUCH VICE CHAIR 2.00
Officer Director
$0 $0 $0
GLENN TYNAN TREASURER 2.00
Officer Director
$0 $0 $0
WENDY BARNES SECRETARY 2.00
Officer Director
$0 $0 $0
ABHISHEK RATANI DIRECTOR 1.00
Director
$0 $0 $0
ALISA STARBUCK DIRECTOR 1.00
Director
$0 $0 $0
AMANDA WILLIAMS DIRECTOR 1.00
Director
$0 $0 $0
CAROLYN ROACH DIRECTOR 1.00
Director
$0 $0 $0
CHRISTINE BOLEN DIRECTOR 1.00
Director
$0 $0 $0
GEORGE JURCH DIRECTOR 1.00
Director
$0 $0 $0
KARL DOERRE DIRECTOR 1.00
Director
$0 $0 $0
LEIGHA SMITH DIRECTOR 1.00
Director
$0 $0 $0
MATTHEW JOHNSON DIRECTOR 1.00
Director
$0 $0 $0
TED HARRINGTON DIRECTOR 1.00
Director
$0 $0 $0
TIMITRA HILDEBRAND-JONES DIRECTOR 1.00
Director
$0 $0 $0
THERESA MCCLUSKEY DIRECTOR 1.00
Director
$0 $0 $0
VANESSA HEISKELL DIRECTOR 1.00
Director
$0 $0 $0
WHIT ZEH DIRECTOR 1.00
Director
$0 $0 $0
WILL MANNING 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
2025 No data No data No data No data
2024 No data No data No data No data
2023 $7,280,804 $7,308,363 $9,741,852 $-27,559
2022 $5,997,637 $4,653,885 $8,789,526 $1,343,752
2021 $3,618,519 $3,183,892 $8,151,207 $434,627
2020 $3,744,222 $4,173,467 $7,200,149 $-429,245
2019 $5,860,922 $5,511,414 $7,358,174 $349,508
2018 $6,311,705 $5,620,802 $7,233,470 $690,903
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