MAKE-A-WISH FOUNDATION OF CENTRAL AND WESTERN NORTH CAROLINA INC (EIN 561492432) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

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

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

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

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

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$306,772

Total Directors

Key Employees

Highest Compensated

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
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

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