MAKE-A-WISH FOUNDATION OF THE MID-SOUTH INC (EIN 621253153) - 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

1986

Legal Domicile

Principal Officer

CASEY K TANSEY

Phone

9016809474

Tax Period

2024-09-01 to 2025-08-31

MAKE-A-WISH FOUNDATION OF THE MID-SOUTH INC, founded in 1986, is a community nonprofit in the Health Care sector that reported $5.4M in total revenue in fiscal year 2024.

Mission

TOGETHER WE CREATE 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 $5,197,854

Program Service Revenue $2,475

Investment Income $231,266

Other Revenue $-23,406

TOTAL REVENUE $5,408,189

Expense Breakdown

Grants Paid $2,741,445

Salaries & Benefits $1,865,240

Fundraising Expenses $675,119

Program Expenses $4,071,721

Other Expenses $913,848

TOTAL EXPENSES $5,520,533

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,408,189	$5,389,176	+0.0%
Expenses	$5,520,533	$5,350,881	+0.0%
Net Income	$-112,344	$38,295	-3.9%

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

220

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

$150,476

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE FARRELL	CHAIRMAN	1.00	Officer Director	$0	$0	$0
SHA TOOHIG	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
NICK CASSELLA	TREASURER	1.00	Officer Director	$0	$0	$0
JIM SLIKER	SECRETARY	1.00	Officer Director	$0	$0	$0
MIKE ALLBRITTON	DIRECTOR	1.00	Director	$0	$0	$0
HUGH BOONE	DIRECTOR	1.00	Director	$0	$0	$0
MASON BUBBA EZZELL	DIRECTOR	1.00	Director	$0	$0	$0
REGGIE GARNER	DIRECTOR (AS OF 9/10/24)	1.00	Director	$0	$0	$0
SHARON HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
SHARI JEFFERIES	DIRECTOR	1.00	Director	$0	$0	$0
KARIN JONES	DIRECTOR	1.00	Director	$0	$0	$0
ROBBY KILPATRICK	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA LAIS	DIRECTOR	1.00	Director	$0	$0	$0
MIKE LYONS	DIRECTOR	1.00	Director	$0	$0	$0
LEE MCCALLUM	DIRECTOR	1.00	Director	$0	$0	$0
JT NOVARESE	DIRECTOR	1.00	Director	$0	$0	$0
FRANK STALLWORTH	DIRECTOR	1.00	Director	$0	$0	$0
KENT THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
CASEY TANSEY	PRESIDENT & CEO	50.00	Officer	$128,490	$21,986	$150,476
CHRISTY KRUEGER	VP OF FINANCE AND OPERATIONS	50.00	Highest	$100,802	$14,842	$115,644

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	$5,408,189	$5,520,533	$10,078,219	$-112,344
2024	$5,389,176	$5,350,881	$9,767,805	$38,295
2023	$5,010,447	$4,769,629	$7,811,868	$240,818
2022	$4,506,221	$3,884,784	$7,336,419	$621,437
2021	$3,943,183	$2,911,526	$7,531,176	$1,031,657
2020	$3,724,076	$3,815,762	$5,863,365	$-91,686
2019	$4,499,223	$4,561,111	$5,521,831	$-61,888
2018	$4,384,520	$4,482,591	$5,714,273	$-98,071

MAKE-A-WISH FOUNDATION OF THE MID-SOUTH INC