MAKE-A-WISH FOUNDATION OF NORTH TE… - Form 990 Financial Data

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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

1983

Legal Domicile

Principal Officer

KIMBERLY ELENEZ

Phone

2144969474

Tax Period

2024-09-01 to 2025-08-31

MAKE-A-WISH FOUNDATION OF NORTH TEXAS, founded in 1983, is a mid-sized nonprofit that reported $10.0M in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $11.5M exceeded revenue, resulting in a 15% operating deficit.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $7,632,156 Revenue: $16,750

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...

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 NORTH TEXAS GRANTED 521 LIFE CHANGING WISHES IN THE FISCAL YEAR ENDING AUGUST 31, 2025. THE TOTAL COST OF WISHES GRANTED FOR THE FISCAL YEAR WAS $8,624,446. OF THIS AMOUNT, $992,290 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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $9,879,672

Program Service Revenue $16,750

Investment Income $348,310

Other Revenue $-235,730

TOTAL REVENUE $10,009,002

Expense Breakdown

Grants Paid $4,947,956

Salaries & Benefits $4,139,277

Fundraising Expenses $2,506,817

Program Expenses $7,632,156

Other Expenses $2,370,242

TOTAL EXPENSES $11,528,884

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,009,002	$11,222,489	-0.1%
Expenses	$11,528,884	$12,825,750	-0.1%
Net Income	$-1,519,882	$-1,603,261	-0.1%

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

595

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

$868,816

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOAN HOLMAN	CHAIR	4.00	Officer Director	$0	$0	$0
ANDY DUNNING	VICE CHAIR	2.00	Officer Director	$0	$0	$0
ENRIQUE DUARTE MELO	TREASURER	3.00	Officer Director	$0	$0	$0
MICHELLE JORDAN	SECRETARY (THRU 1/1/25)	3.00	Officer Director	$0	$0	$0
DOMINIQUE BERTOLONE	DIRECTOR	2.00	Director	$0	$0	$0
VIKRANT BHATIA	DIRECTOR	2.00	Director	$0	$0	$0
MARTY BRIMMAGE	DIRECTOR	2.00	Director	$0	$0	$0
MICHELLE CARROLL	DIRECTOR	2.00	Director	$0	$0	$0
RYAN CHISMARK	DIRECTOR	2.00	Director	$0	$0	$0
STEPHANIE CHUNG	DIRECTOR (THRU 7/2/25)	2.00	Director	$0	$0	$0
ELIZABETH DALTON	DIRECTOR	2.00	Director	$0	$0	$0
CHARLES DE WETTER	DIRECTOR	2.00	Director	$0	$0	$0
ALEX DRUTA	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN GROSSMAN	DIRECTOR (THRU 1/1/25)	2.00	Director	$0	$0	$0
LAWRENCE KING	DIRECTOR	2.00	Director	$0	$0	$0
SHARI KRUEGER	DIRECTOR	2.00	Director	$0	$0	$0
TINA MAHAL	DIRECTOR	2.00	Director	$0	$0	$0
GRACE MULLINGS	DIRECTOR	2.00	Director	$0	$0	$0
HUBIE PAYNE	DIRECTOR (THRU 11/30/24)	2.00	Director	$0	$0	$0
MARISSA SOLIS	DIRECTOR	2.00	Director	$0	$0	$0
LESLIE STARR	DIRECTOR (THRU 9/26/24)	2.00	Director	$0	$0	$0
RYAN SUCHALA	DIRECTOR	2.00	Director	$0	$0	$0
ANDREA TAWNEY	DIRECTOR	2.00	Director	$0	$0	$0
RUSS WEBB	DIRECTOR	2.00	Director	$0	$0	$0
KIMBERLY ELENEZ	PRESIDENT & CEO	50.00	Officer	$322,705	$17,646	$340,351
MURPHEY SEARS	CHIEF DEVELOPMENT OFFICER	50.00	Officer	$178,056	$14,565	$192,621
MICHAEL SMITH	CHIEF OPERATING OFFICER	50.00	Officer	$175,217	$7,275	$182,492
BELINDA MARSHALL	CHIEF FINANCIAL OFFICER	50.00	Officer	$146,244	$7,108	$153,352
AMY RODGERS	DIRECTOR, MARKETING & COMMUNICATIONS	40.00	Highest	$112,521	$6,497	$119,018
CAROLINE ROBBINS	HR DIRECTOR	40.00	Highest	$106,908	$4,799	$111,707
LEILA BERGQUIST	REGIONAL DEVELOPMENT DIRECTOR	40.00	Highest	$100,109	$6,878	$106,987

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	$10,009,002	$11,528,884	$10,780,923	$-1,519,882
2024	No data	No data	No data	No data
2023	$9,993,067	$11,638,438	$12,983,141	$-1,645,371
2022	$10,696,072	$10,778,536	$14,038,862	$-82,464
2021	$8,755,280	$6,289,812	$21,159,028	$2,465,468
2020	$6,298,589	$7,364,103	$18,799,351	$-1,065,514
2019	$11,883,461	$10,507,608	$19,919,742	$1,375,853
2018	$11,044,991	$10,979,221	$19,011,174	$65,770

MAKE-A-WISH FOUNDATION OF NORTH TEXAS