MAKE-A-WISH FOUNDATION OF GREATER BAY AREA (EIN 942958481) - 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

CHARLOTTE BIERN

Phone

4159829474

Tax Period

2023-09-01 to 2024-08-31

MAKE-A-WISH FOUNDATION OF GREATER BAY AREA, founded in 1984, is a community nonprofit in the Human Services sector that reported $7.8M in total revenue in fiscal year 2023. Revenue grew 20% year-over-year, indicating healthy expansion.

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 $7,383,042

Program Service Revenue $24,500

Investment Income $365,415

Other Revenue $18,656

TOTAL REVENUE $7,791,613

Expense Breakdown

Grants Paid $2,634,430

Salaries & Benefits $3,329,738

Fundraising Expenses $1,478,989

Program Expenses $4,192,048

Other Expenses $1,913,345

TOTAL EXPENSES $7,891,562

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,791,613	$6,497,944	+0.2%
Expenses	$7,891,562	$8,159,900	0.0%
Net Income	$-99,949	$-1,661,956	-0.9%

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

800

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

$670,860

Total Directors

Key Employees

$188,279

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARTI POZZI	CHAIR	5.00	Officer Director	$0	$0	$0
KATE SHROUT	PAST CHAIR	5.00	Officer Director	$0	$0	$0
TIFFANY ROWE	VICE CHAIR/SECRETARY	5.00	Officer Director	$0	$0	$0
GEORGE MADRIGAL	TREASURER	5.00	Officer Director	$0	$0	$0
CATHERINE AKER	DIRECTOR	5.00	Director	$0	$0	$0
ASH BARAGHOUSH	DIRECTOR	5.00	Director	$0	$0	$0
KARA BAYSINGER	DIRECTOR	5.00	Director	$0	$0	$0
RAE CORR	DIRECTOR	5.00	Director	$0	$0	$0
DANA GREEN	DIRECTOR	5.00	Director	$0	$0	$0
CHARLES HALLADAY	DIRECTOR	5.00	Director	$0	$0	$0
AMANDA HIGGINS	DIRECTOR	5.00	Director	$0	$0	$0
PETER HILLIARD	DIRECTOR	5.00	Director	$0	$0	$0
ALLEGRA JONES	DIRECTOR	5.00	Director	$0	$0	$0
JEN KELLY	DIRECTOR	5.00	Director	$0	$0	$0
BEN KOCHALSKI	DIRECTOR	5.00	Director	$0	$0	$0
ASH KULKARNI	DIRECTOR	5.00	Director	$0	$0	$0
SCOTT MANDELL	DIRECTOR	5.00	Director	$0	$0	$0
LARRY NIBBI	DIRECTOR	5.00	Director	$0	$0	$0
SHANNON O'SHEA	DIRECTOR	5.00	Director	$0	$0	$0
KRISTIN PACE	DIRECTOR	5.00	Director	$0	$0	$0
BERYL POTTER	DIRECTOR	5.00	Director	$0	$0	$0
RAGHURAM RANGARAJAN	DIRECTOR	5.00	Director	$0	$0	$0
MANTRA ROBINSON	DIRECTOR	5.00	Director	$0	$0	$0
GEORGE SAMMUT	DIRECTOR	5.00	Director	$0	$0	$0
JENNIFER SHAPPLEY	DIRECTOR	5.00	Director	$0	$0	$0
JOHN SUN	DIRECTOR	5.00	Director	$0	$0	$0
GENE WADE	DIRECTOR	5.00	Director	$0	$0	$0
CHARLOTTE BIERN	CHIEF EXECUTIVE OFFICER	40.00	Officer	$282,177	$24,050	$306,227
LYNNE DURIE	COO (THRU 1/31/24)	40.00	Officer	$172,859	$17,294	$190,153
KATHLEEN BACKUS	CHIEF DEVELOPMENT OFFICER	40.00	Officer	$161,031	$13,449	$174,480
SEAN BARTON	VP OF OP & FINANCE (BEGAN 3/5/24)	40.00	Officer	$0	$0	$0
ALLIE REYNOLDS	VP CORP DEVELOPMENT (THRU 7/12/2024)	40.00	Key Emp	$172,174	$16,105	$188,279
DENNIS SCHRAG	SENIOR MAJOR GIFTS OFFICER	40.00	Highest	$135,387	$6,322	$141,709
LINDA ANDERBERG	VP MARKETING & COMMUNICATIONS	40.00	Highest	$146,966	$20,587	$167,553
SUSANNA FALK	VP OF PROGRAMS	40.00	Highest	$146,030	$16,068	$162,098

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	$7,791,613	$7,891,562	$10,281,588	$-99,949
2023	$6,497,944	$8,159,900	$10,291,237	$-1,661,956
2022	$7,891,593	$6,927,707	$10,197,381	$963,886
2021	$8,805,959	$5,086,247	$10,570,043	$3,719,712
2020	$6,611,143	$5,761,283	$7,030,025	$849,860
2019	$7,491,851	$7,239,198	$5,602,177	$252,653
2018	$7,462,366	$7,981,646	$5,407,020	$-519,280

MAKE-A-WISH FOUNDATION OF GREATER BAY AREA