MAKE-A-WISH FOUNDATION OF CENTRAL COAST AND SOUTHERN CENTRAL VALLEY (EIN 770098671) - 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

PATRICIA M MULLINS

Phone

8056769474

Tax Period

2023-09-01 to 2024-08-31

MAKE-A-WISH FOUNDATION OF CENTRAL COAST AND SOUTHERN CENTRAL VALLEY, founded in 1985, is a community nonprofit in the Health Care sector that reported $2.8M in total revenue in fiscal year 2023. Revenue surged 70% from the prior year, signaling strong growth momentum. The organization ran a surplus of $495K, a strong 18% 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 (2023)

Revenue Breakdown

Contributions & Grants $2,512,472

Program Service Revenue $198,800

Investment Income $46,801

Other Revenue $-440

TOTAL REVENUE $2,757,633

Expense Breakdown

Grants Paid $1,033,266

Salaries & Benefits $677,234

Fundraising Expenses $189,312

Program Expenses $1,681,073

Other Expenses $551,911

TOTAL EXPENSES $2,262,411

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,757,633	$1,626,922	+0.7%
Expenses	$2,262,411	$1,859,921	+0.2%
Net Income	$495,222	$-232,999	-3.1%

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

100

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

$207,732

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT PURCELL	BOARD CHAIR	1.50	Officer Director	$0	$0	$0
CHRIS HAGEMANN	VICE CHAIR	1.50	Officer Director	$0	$0	$0
KARI SMITH	TREASURER	1.50	Officer Director	$0	$0	$0
JASON AMOROSO	SECRETARY	1.50	Officer Director	$0	$0	$0
FRANCISCO BRACHO MD	CHAPTER MEDICAL ADVISOR	0.50	Director	$0	$0	$0
TIM DADIK	CHAIR EMERITUS	1.50	Director	$0	$0	$0
CHRIS AYE	DIRECTOR	1.50	Director	$0	$0	$0
JULIE HAYES	DIRECTOR	1.50	Director	$0	$0	$0
AUBREY KELLY	DIRECTOR	1.50	Director	$0	$0	$0
ANDREA LIGHT	DIRECTOR	1.50	Director	$0	$0	$0
KACEY MOORE	DIRECTOR	1.50	Director	$0	$0	$0
SUZANNE PAWLAK	DIRECTOR (THRU 1/1/2024)	1.50	Director	$0	$0	$0
KRISTA SHUE	DIRECTOR	1.50	Director	$0	$0	$0
PEGAH RABBY	DIRECTOR	1.50	Director	$0	$0	$0
AMIR HESHMATPOUR	DIRECTOR	1.50	Director	$0	$0	$0
NELLY MOLINA	DIRECTOR	1.50	Director	$0	$0	$0
HEIDI WHITCOMB	DIRECTOR	1.50	Director	$0	$0	$0
MELISSA WHITWORTH	DIRECTOR	1.50	Director	$0	$0	$0
JEFF GOULD	DIRECTOR	1.50	Director	$0	$0	$0
PATRICIA M MULLINS	CEO	40.00	Officer	$187,727	$20,005	$207,732

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	$2,757,633	$2,262,411	$3,776,710	$495,222
2023	$1,626,922	$1,859,921	$3,133,772	$-232,999
2022	$1,681,798	$1,582,223	$3,146,218	$99,575
2021	$1,209,965	$1,132,546	$3,443,210	$77,419
2020	$1,461,289	$1,324,783	$3,065,194	$136,506
2019	$1,487,675	$1,367,794	$2,831,220	$119,881
2018	$1,220,849	$1,457,071	$2,666,954	$-236,222

MAKE-A-WISH FOUNDATION OF CENTRAL COAST AND SOUTHERN CENTRAL VALLEY