MAKE-A-WISH FOUNDATION OF ALABAMA (EIN 630943675) - 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

1986

Legal Domicile

Principal Officer

TRACY BENNETT SMITH

Phone

2052549474

Tax Period

2023-09-01 to 2024-08-31

MAKE-A-WISH FOUNDATION OF ALABAMA, founded in 1986, is a community nonprofit in the Health Care sector that reported $2.6M in total revenue in fiscal year 2017. Revenue surged 53% from the prior year, signaling strong growth momentum. The organization ran a surplus of $835K, a strong 32% 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 $4,837,927

Program Service Revenue $3,750

Investment Income $172,967

Other Revenue $-222,579

TOTAL REVENUE $4,792,065

Expense Breakdown

Grants Paid $2,616,141

Salaries & Benefits $1,445,933

Fundraising Expenses $776,233

Program Expenses $3,505,287

Other Expenses $977,533

TOTAL EXPENSES $5,039,607

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,792,065	$4,699,673	+0.0%
Expenses	$5,039,607	$4,431,259	+0.1%
Net Income	$-247,542	$268,414	-1.9%

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

130

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

$196,276

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HALL EADY	CHAIRMAN	1.00	Officer Director	$0	$0	$0
LAURA GIBSON	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVID LOTT	TREASURER	1.00	Officer Director	$0	$0	$0
MAT POPE	DIRECTOR	1.00	Director	$0	$0	$0
ALLEN CHRISTIAN	DIRECTOR (THRU 1/31/24)	1.00	Director	$0	$0	$0
DWAYNE MOOREHOUSE	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN GUTSHALL	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER FEATHERS	DIRECTOR	1.00	Director	$0	$0	$0
SEAN SHIRLEY	DIRECTOR	1.00	Director	$0	$0	$0
TREY CLECKLER	DIRECTOR (THRU 3/7/24)	1.00	Director	$0	$0	$0
JAMIE BLACK	DIRECTOR	1.00	Director	$0	$0	$0
JEFF CHOPIN	DIRECTOR	1.00	Director	$0	$0	$0
CHAD TRULL	DIRECTOR	1.00	Director	$0	$0	$0
DR ANA XAVIER	DIRECTOR	1.00	Director	$0	$0	$0
TRACY BENNETT SMITH	PRESIDENT & CEO	45.00	Officer	$179,001	$17,275	$196,276
VALERIE CUNNINGHAM	VP OF ADVANCEMENT	45.00	Highest	$127,064	$7,106	$134,170

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	$4,792,065	$5,039,607	$4,079,086	$-247,542
2023	$4,699,673	$4,431,259	$4,421,243	$268,414
2022	$5,086,119	$3,569,943	$4,007,405	$1,516,176
2021	$3,047,473	$2,358,238	$2,552,075	$689,235
2020	$2,901,635	$2,431,365	$1,553,724	$470,270
2019	$2,821,606	$2,584,356	$961,241	$237,250
2018	$2,644,119	$1,809,421	$728,277	$834,698

MAKE-A-WISH FOUNDATION OF ALABAMA