MAKE-A-WISH FOUNDATION OF UTAH INC (EIN 742392822) - 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

1985

Legal Domicile

Principal Officer

DANIEL DUDLEY

Phone

8012629474

Tax Period

2024-09-01 to 2025-08-31

MAKE-A-WISH FOUNDATION OF UTAH INC, founded in 1985, is a community nonprofit that reported $6.2M in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.5M, a strong 24% operating margin.

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 $5,851,194

Program Service Revenue $16,431

Investment Income $308,228

Other Revenue $255

TOTAL REVENUE $6,176,108

Expense Breakdown

Grants Paid $2,412,410

Salaries & Benefits $1,443,469

Fundraising Expenses $524,774

Program Expenses $3,361,157

Other Expenses $801,006

TOTAL EXPENSES $4,663,552

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,176,108	$5,056,260	+0.2%
Expenses	$4,663,552	$4,693,193	0.0%
Net Income	$1,512,556	$363,067	+3.2%

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

282

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

$647,382

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUDY COPIER	CHAIR THRU 12/31/24	6.00	Officer Director	$0	$0	$0
TODD HEINER	PAST CHAIR THRU 12/31/24	6.00	Officer Director	$0	$0	$0
JEFF SMITH	VICE CHAIR THRU 12/31/24	6.00	Officer Director	$0	$0	$0
ROB SHELTON	CHAIR FROM 1/1/25	2.00	Officer Director	$0	$0	$0
MEGAN BONHAM	VICE CHAIR FROM 1/1/25	2.00	Officer Director	$0	$0	$0
NICOLAS PESCI	SECRETARY FROM 1/1/25	2.00	Officer Director	$0	$0	$0
ZANDRA ANDERSON	TREASURER FROM 1/1/25	2.00	Officer Director	$0	$0	$0
ANGIE WHITE	DIRECTOR	1.00	Director	$0	$0	$0
BRENT OLSEN	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL HATCH	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER KAHLERT	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLY FROST	DIRECTOR	1.00	Director	$0	$0	$0
LINDSEY FLORES	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW KELLY	DIRECTOR	1.00	Director	$0	$0	$0
MIKE SKALLA	DIRECTOR	1.00	Director	$0	$0	$0
PAUL WALKER	DIRECTOR	1.00	Director	$0	$0	$0
SHEA WORKMAN	DIRECTOR	1.00	Director	$0	$0	$0
TAMMY CRAYK-SMITH	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM FLURRY	DIRECTOR	1.00	Director	$0	$0	$0
YASHODA CLARK	DIRECTOR	1.00	Director	$0	$0	$0
YUDI LEWIS	DIRECTOR	1.00	Director	$0	$0	$0
SPENCE HOOLE	DIRECTOR	1.00	Director	$0	$0	$0
TARA THUE	DIRECTOR	1.00	Director	$0	$0	$0
KYLE HUNTER	DIRECTOR UNTIL 12/31/24	1.00	Director	$0	$0	$0
KAMERON LEONCINI	DIRECTOR UNTIL 11/1/24	1.00	Director	$0	$0	$0
DANIEL DUDLEY	PRESIDENT/CEO	40.00	Officer	$193,239	$25,051	$218,290
CAITLIN TURSIC	CHIEF FINANCE & OPERATIONS	40.00	Officer	$139,153	$16,520	$155,673
SUMMER EHRMANN	CHIEF DEVELOPMENT OFFICER	40.00	Officer	$99,724	$56,922	$156,646
HILARIE WOOLLEY	CHIEF PROGRAM OFFICER	40.00	Officer	$101,875	$14,898	$116,773

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	$6,176,108	$4,663,552	$13,741,888	$1,512,556
2024	$5,056,260	$4,693,193	$11,852,439	$363,067
2023	$6,689,319	$4,677,312	$10,913,325	$2,012,007
2022	$3,872,708	$3,795,113	$8,516,334	$77,595
2021	$5,918,882	$2,867,193	$9,215,712	$3,051,689
2020	$3,062,349	$3,128,487	$5,956,566	$-66,138
2019	$5,703,805	$3,260,893	$5,924,121	$2,442,912
2018	$3,097,787	$3,135,856	$3,368,066	$-38,069

MAKE-A-WISH FOUNDATION OF UTAH INC