MAKE-A-WISH FOUNDATION OF THE TEXAS GULF COAST & LOUISIANA INC (EIN 760116615) - 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

1984

Legal Domicile

Principal Officer

SHELLY MILLWEE

Phone

2814919474

Tax Period

2023-09-01 to 2024-08-31

MAKE-A-WISH FOUNDATION OF THE TEXAS GULF COAST & LOUISIANA INC, founded in 1984, is a community nonprofit in the Health Care sector that reported $6.5M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Net assets of $17.3M represent 32 months of operating reserves.

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 (2023)

Revenue Breakdown

Contributions & Grants $5,969,896

Program Service Revenue $7,350

Investment Income $679,572

Other Revenue $-137,527

TOTAL REVENUE $6,519,291

Expense Breakdown

Grants Paid $3,434,274

Salaries & Benefits $2,589,296

Fundraising Expenses $1,202,132

Program Expenses $4,816,008

Other Expenses $967,491

TOTAL EXPENSES $6,991,061

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,519,291	$5,849,071	+0.1%
Expenses	$6,991,061	$8,634,500	-0.2%
Net Income	$-471,770	$-2,785,429	-0.8%

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

617

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

$424,608

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS HATFIELD	CHAIR	2.00	Officer Director	$0	$0	$0
KRISTIN PALMER	IMMEDIATE PAST CHAIR	2.00	Officer Director	$0	$0	$0
JASON JENNARO	CHAIR ELECT	2.00	Officer Director	$0	$0	$0
ED RAZIM	TREASURER	2.00	Officer Director	$0	$0	$0
BONNIE HOUSTON	SECRETARY	2.00	Officer Director	$0	$0	$0
SCOTT BALLARD	DIRECTOR	1.00	Director	$0	$0	$0
JOHN HANTAK	DIRECTOR	1.00	Director	$0	$0	$0
HEATHER HRAP	DIRECTOR	1.00	Director	$0	$0	$0
JULIE LUECHT	DIRECTOR	1.00	Director	$0	$0	$0
KIRSTY MCCORMACK	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE MONSON	DIRECTOR (THRU 9/23)	1.00	Director	$0	$0	$0
JOHN NICKENS	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL PENNY	DIRECTOR	1.00	Director	$0	$0	$0
DINANNE RALSTON	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER RAYBURN	DIRECTOR	1.00	Director	$0	$0	$0
MARK REED	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS SELLERS	DIRECTOR	1.00	Director	$0	$0	$0
DAVID STONE	DIRECTOR	1.00	Director	$0	$0	$0
CAYLIN WIEBE	DIRECTOR	1.00	Director	$0	$0	$0
SHELLY MILLWEE	PRESIDENT & CEO	40.00	Officer	$227,924	$34,608	$262,532
MELISSA HENDERSON	VP OF FINANCE & OPERATIONS	40.00	Officer	$152,750	$9,326	$162,076
JESSICA ANSEL	VP OF PHILANTHROPY	40.00	Highest	$174,593	$10,637	$185,230
BREEZE ACEVEDO	VP OF MISSION DELIVERY	40.00	Highest	$122,821	$19,580	$142,401
NICOLE GABLER	DIRECTOR OF FOUNDATION ENGAGEMENT	40.00	Highest	$108,049	$10,004	$118,053
YARA ELSAYED GUEST	FORMER PRESIDENT & CEO(THRU 3/23)	40.00		$231,660	$8,346	$240,006

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	No data	No data	No data	No data
2024	$6,519,291	$6,991,061	$18,206,476	$-471,770
2023	$5,849,071	$8,634,500	$17,512,495	$-2,785,429
2022	$6,196,987	$6,831,068	$19,096,899	$-634,081
2021	$5,220,215	$4,132,327	$22,719,478	$1,087,888
2020	$5,176,282	$3,922,444	$19,661,463	$1,253,838
2019	$4,958,253	$5,339,949	$18,001,406	$-381,696
2018	$5,235,701	$5,332,135	$17,971,486	$-96,434

MAKE-A-WISH FOUNDATION OF THE TEXAS GULF COAST & LOUISIANA INC