MAKE-A-WISH FOUNDATION OF GREATER BAY AREA

EIN: 942958481 501(c)(3) Human Services

OAKLAND, CA

Total Revenue
$9,144,994
Total Expenses
$8,838,662
Total Assets
$10,249,534
Net Assets
$9,186,519
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Financial Trends

Organization Details

Formation Year
1984
Legal Domicile
CA
Principal Officer
CHARLOTTE BIERN
Phone
4159829474
Tax Period
2024-09-01 to 2025-08-31

MAKE-A-WISH FOUNDATION OF GREATER BAY AREA, founded in 1984, is a community nonprofit in the Human Services sector that reported $9.1M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $8.8M left a modest 3% surplus.

Mission

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

Program Service Accomplishments

Program 1
Expenses: $5,456,519 Revenue: $14,863

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...

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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 GREATER BAY AREA GRANTED 350 LIFE CHANGING WISHES IN THE FISCAL YEAR ENDING AUGUST 31, 2025. THE TOTAL COST OF WISHES GRANTED FOR THE FISCAL YEAR WAS $7,657,920 OF THIS AMOUNT $2,201,401 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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $8,902,647
Program Service Revenue $31,363
Investment Income $283,103
Other Revenue $-72,119
TOTAL REVENUE $9,144,994

Expense Breakdown

Grants Paid $3,476,167
Salaries & Benefits $3,252,275
Fundraising Expenses $1,730,466
Program Expenses $5,456,519
Other Expenses $1,924,469
TOTAL EXPENSES $8,838,662

Year-over-Year Comparison

2024 2023 Change
Revenue $9,144,994 $7,791,613 +0.2%
Expenses $8,838,662 $7,891,562 +0.1%
Net Income $306,332 $-99,949 -4.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
28
Independent Members
28
Employees
42
Volunteers
900

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
7
$658,592
Total Directors
29
$0
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHARLOTTE BIERN CHIEF EXECUTIVE OFFICER 40.00
Officer
$276,934 $31,856 $308,790
LYNNE DURIE FORMER COO (THRU 1/31/24) 40.00
$51,900 $3,018 $54,918
KATHLEEN BACKUS CHIEF DEV. OFFICER (THRU 2/7/25) 40.00
Officer
$206,842 $18,427 $225,269
SEAN BARTON VP OF OP & FINANCE 40.00
Officer
$119,261 $5,272 $124,533
LINDA ANDERBERG SR. VP MARKETING & STRATEGY 40.00
Highest
$148,915 $13,172 $162,087
SUSANNA FALK VP OF MISSION DELIVERY 40.00
Highest
$146,625 $19,648 $166,273
DENNIS SCHRAG SENIOR MAJOR GIFTS OFFICER 40.00
Highest
$126,957 $5,777 $132,734
YOSHINORI GARRETT LEW DIR. OF DATA & ANALYTICS (THRU 4/25/25) 40.00
Highest
$103,660 $12,415 $116,075
ALLIE REYNOLDS VP CORP DEV. (THRU 7/12/24) 40.00
Highest
$112,456 $8,592 $121,048
TIFFANY ROWE BOARD CHAIR 5.00
Officer Director
$0 $0 $0
MARTI POZZI PAST CHAIR 5.00
Officer Director
$0 $0 $0
ASH BARAGHOUSH VICE CHAIR/SECRETARY 5.00
Officer Director
$0 $0 $0
JOHN SUN TREASURER 5.00
Officer Director
$0 $0 $0
CATHERINE AKER 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
ISHA CLARK DIRECTOR 5.00
Director
$0 $0 $0
DANA GREEN DIRECTOR 5.00
Director
$0 $0 $0
SHANNON GHIA 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 (THRU 8/21/25) 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
GEORGE MADRIGAL 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
RAGHU RAGHURAM 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
SHAILY SANGHVI DIRECTOR 5.00
Director
$0 $0 $0
ANAHITA TAFVIZI DIRECTOR 5.00
Director
$0 $0 $0
CARLA WICKS DIRECTOR 5.00
Director
$0 $0 $0
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 $9,144,994 $8,838,662 $10,249,534 $306,332
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
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