MAKE-A-WISH FOUNDATION OF NORTH TEXAS (EIN 751889666) - 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

1983

Legal Domicile

Principal Officer

KIMBERLY ELENEZ

Phone

2144969474

Tax Period

2022-09-01 to 2023-08-31

MAKE-A-WISH FOUNDATION OF NORTH TEXAS, founded in 1983, is a community nonprofit that reported $10.0M in total revenue in fiscal year 2022. Revenue decreased 7% compared to the prior year. Expenses of $11.6M exceeded revenue, resulting in a 16% operating deficit.

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 (2022)

Revenue Breakdown

Contributions & Grants $9,654,849

Program Service Revenue $12,000

Investment Income $314,694

Other Revenue $11,524

TOTAL REVENUE $9,993,067

Expense Breakdown

Grants Paid $5,804,800

Salaries & Benefits $3,498,112

Fundraising Expenses $1,969,884

Program Expenses $8,301,493

Other Expenses $2,335,526

TOTAL EXPENSES $11,638,438

Year-over-Year Comparison

	2022	2021	Change
Revenue	$9,993,067	$10,696,072	-0.1%
Expenses	$11,638,438	$10,778,536	+0.1%
Net Income	$-1,645,371	$-82,464	+19.0%

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

1000

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

$726,495

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VIKRANT BHATIA	CHAIR	3.00	Officer Director	$0	$0	$0
ENRIQUE DUARTE MELO	TREASURER	1.00	Officer Director	$0	$0	$0
BARRY FROMBERG	TREASURER (THRU 3/23/23)	1.00	Officer Director	$0	$0	$0
JOAN HOLMAN	SECRETARY	1.00	Director	$0	$0	$0
JACQUELYN WOLF	DIRECTOR	1.00	Director	$0	$0	$0
ROB CALDERIN	DIRECTOR	1.00	Director	$0	$0	$0
STEPHANIE CHUNG	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE JORDAN	DIRECTOR	1.00	Director	$0	$0	$0
SHARI KRUEGER	DIRECTOR	1.00	Director	$0	$0	$0
HUBIE PAYNE	DIRECTOR	1.00	Director	$0	$0	$0
STEVE PROVOST	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINA RICCIO	DIRECTOR	1.00	Director	$0	$0	$0
MARISSA SOLIS	DIRECTOR	1.00	Director	$0	$0	$0
SHERRY VIDAL-BROWN	DIRECTOR	1.00	Director	$0	$0	$0
LINDSAY WILSON	DIRECTOR	1.00	Director	$0	$0	$0
JAMIL ALIBHAI	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN GROSSMAN	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE KEATING	DIRECTOR	1.00	Director	$0	$0	$0
BRADLEY WEPRIN	DIRECTOR (THRU 3/23/23)	1.00	Director	$0	$0	$0
MICHAEL SMITH	CHIEF OPERATING OFFICER	50.00	Officer	$206,473	$7,562	$214,035
BELINDA MARSHALL	CHIEF FINANCIAL OFFICER	50.00	Officer	$172,036	$30,262	$202,298
CHARLOTTE BEATTIE	CHIEF EXECUTIVE OFFICER (THRU 7/22)	50.00	Officer	$134,713	$4,680	$139,393
KIMBERLY ELENEZ	CHIEF EXECUTIVE OFFICER (BEGAN 7/22)	50.00	Officer	$131,737	$9,588	$141,325
MURPHEY SEARS	CHIEF DEV OFFICER (BEGAN 10/22)	50.00	Officer	$24,898	$4,546	$29,444
CAROLINE ROBBINS	HUMAN RESOURCES DIRECTOR	50.00	Highest	$104,857	$4,601	$109,458

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	$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