WISHES & DREAMS INC (EIN 992125511) - 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

2024

Principal Officer

PAMELA DUARTE

Tax Period

2025-01-01 to 2025-12-31

WISHES & DREAMS INC, founded in 2024, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $295K in total revenue in fiscal year 2025. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $54K, a strong 18% operating margin.

Mission

TO MAKE WISHES COME TRUE FOR CRITICALLY ILL CHILDREN IN MERCED COUNTY AS WELL AS OTHER COMMUNITIES IN NORTHERN AND CENTRAL CALIFORNIA

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $0

Other Revenue $294,869

TOTAL REVENUE $294,869

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $241,015

Other Expenses $241,015

TOTAL EXPENSES $241,015

Year-over-Year Comparison

	2025	2024	Change
Revenue	$294,869	$256,409	+0.1%
Expenses	$241,015	$8,524	+27.3%
Net Income	$53,854	$247,885	-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

N/A

Employees

N/A

Volunteers

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAMELA DUARTE	President	2.00	Officer	$0	$0	$0
KATHLEEN SCOTO	Vice President	2.00	Officer	$0	$0	$0
KASSEY MOSHER	Secretary	2.00	Officer	$0	$0	$0
REBECCA WAHLBERG	Treasurer	2.00	Officer	$0	$0	$0
ROB BAPTIE	Director	2.00	Officer	$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	$294,869	$241,015	$308,449	$53,854
2024	$256,409	$8,524	$254,595	$247,885

WISHES & DREAMS INC