2024-06-21T08:36:04-05:00 2023-12-31 990 2023-01-01 262123649 Wish of a Lifetime WISH 3039549144 303 East 17th Ave Ste 850 Denver CO 80203 Thomas Wagenlander Executive Director 3039549144 2024-06-21 Thomas Wagenlander 999009999 0 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z Thomas Wagenlander 303 East 17th Ave Ste 850 Denver CO 80203 4388785 0 X www.wishofalifetime.org X 2008 CO Shift how society values older adults by granting and sharing their lifelong wishes. 7 5 31 4400 0 0 3453841 4317583 0 0 22374 71202 0 0 3476215 4388785 500 1000 0 0 1810590 3152264 0 0 407034 1193782 1689447 3004872 4842711 471343 -453926 2634392 2194296 536149 549979 2098243 1644317 Wish of a Lifetime's (WOL) mission is to shift the way society views and values our oldest generations by fulfilling older adults' dreams and sharing their stories to inspire those of all ages. 0 0 3883297 1000 We envision a world in which society embraces aging and the inherent wisdom that accompanies it, where older adults are celebrated for their accomplishments and sacrifices, and where intergenerational connections are part of our daily lives. Wishes connect older adults to people, purpose, and passions to eliminate feelings of isolation and help them live vibrant, purposeful lives. Wishes are a catalyst to share our recipients incredible and inspiring stories that we believe break down generational boundaries and empower our recipients to once again discover their purpose and passion in life. 3883297 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 8 0 1 31 1 0 0 0 0 0 0 0 0 0 0 X 7 5 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AK AR CA CO CT FL GA HI IL KS KY LA MA MD ME MI MN MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN UT VI WA WI WV X X AARP 2024346755 601 E Street NW Washington DC 20049 Jeremy Bloom Board Chair 2.00 X X 0 137500 0 Laurie Schadegg Thomas Director 1.00 X 0 0 0 Eric Chess Vice Chair 1.00 X 0 0 0 Kent McGlincy Director (until 10/19/2023) 1.00 X 0 0 0 Scott M Frisch Director & AARP EVP - COO 1.00 40.00 X 0 807731 67221 Eric Hirschberg Director 1.00 X 0 0 0 Eliot Hamlisch Director 1.00 X 0 0 0 Michelle Armstrong Director 1.00 X 0 0 0 Karen Mercer Treasurer & AARP SVP 1.00 40.00 X 0 430306 68286 Sarah Shaw Secretary & AARP SVP 1.00 40.00 X 0 374364 56869 Thomas Wagenlander Executive Director 40.00 X 237082 0 46428 Elija Valdez Manager, Wish Fulfillment 40.00 X 106054 0 21688 Steven Glaser Director, Wish Program 40.00 X 131362 0 25858 Jared Bloomfield Director, Field Program 40.00 X 129323 0 25644 Beau Ballinger Director, Business Planning & Ops 40.00 X 140008 0 51197 Kristen Prusky Director, Marketing & Comms 40.00 X 130648 0 45631 874477 1749901 408822 6 0 1 0 Concord Litho Group Inc 92 Old Turnpike Road Concord NH 03301 Marketing 171277 Merge Studio LLC 1486 Greenbriar Blvd Boulder CO 80305 Website hosting & maintenance 126967 2 27004 3621736 668843 214700 4317583 71202 71202 4388785 0 0 71202 1000 1000 263877 65969 65969 131939 2254305 1846452 236689 171164 70865 59085 7175 4605 400542 313354 47338 39850 162675 124434 19325 18916 231193 150059 76274 4860 143387 139926 3290 171 18346 2652 15694 175502 154564 6867 14071 4608 4608 96786 67776 26917 2093 16400 5755 10645 23695 23695 Wishes & other program 849436 849436 Volunteer expenses 65185 60805 3555 825 Printing & postage 28807 21995 4710 2102 Telecommunication expen 22997 20778 2219 13105 5012 2300 5793 4842711 3883297 552380 407034 83255 52288 2148011 1306845 314514 575366 302390 42593 88612 259797 2634392 2194296 536149 549979 536149 549979 X 2098243 1644317 2098243 1644317 2634392 2194296 -453926 0 X 0 1 X 1 0 X 203186 2403124 2358696 3453841 4317583 12736430 203186 2403124 2358696 3453841 4317583 12736430 8730561 4005869 398 374 22374 71202 94348 26673 26673 12857451 0.31160 0.33550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 216046 19569 196477 86344 23024 63320 259797 X Part X, Line 2: Wish of a Lifetime does not believe that there are any unrecognized tax benefits/liabilities that should be recorded. X 0 0 0 1 1 0 0 0 0 Scott M Frisch Director & AARP EVP - COO 0 594505 0 210904 0 2322 0 40557 0 26664 0 874952 0 0 Karen Mercer Treasurer & AARP SVP 0 345099 0 81617 0 3590 0 40557 0 27729 0 498592 0 0 Sarah Shaw Secretary & AARP SVP 0 301211 0 71238 0 1915 0 40557 0 16312 0 431233 0 0 Thomas Wagenlander Executive Director 191728 0 45098 0 256 0 9473 19633 17322 0 263877 19633 0 0 Beau Ballinger Director, Business Planning & Ops 111074 0 21107 0 7827 0 5287 10958 34952 0 180247 10958 0 0 Kristen Prusky Director, Marketing & Comms 109240 0 20743 0 665 0 5199 10776 29656 0 165503 10776 0 0 Steven Glaser Director, Wish Program 111997 0 18774 0 591 0 5231 10841 9786 0 146379 10841 0 0 Jared Bloomfield Director, Field Program 108392 0 20774 0 157 0 5167 10708 9769 0 144259 10708 0 0 Part I, Line 5 Wish of a Lifetime participates in AARP's enterprise-wide compensation plan. Under that compensation plan, numerous organizational factors are considered in employee compensation, one of which is gross revenue of AARP and its affiliates. X Database software 1 194880 Fair market value X Airline tickets 21 13820 Fair market value X CanvaPro online 50 6000 Fair market value 0 1 0 Form 990, Part VI, Section A, line 7a The AARP Chief Executive Officer (or his or her designee) appoints up to 17 voting members of the WISH board of directors. All prospective members of the WISH board will be subject to the screening protocols for board members of AARP Affiliates. Form 990, Part VI, Section A, line 7b The AARP Chief Executive Officer (or his or her designee) appoints up to 17 voting members of the WISH board of directors. All prospective members of the WISH board will be subject to the screening protocols for board members of AARP Affiliates. Any director other than the Founder Director may be removed at any time, with or without cause, by written direction of AARP. The Founder Director may be removed only for reasonable cause by written direction of AARP. The WISH bylaws provide that the power to alter, amend or repeal the corporation's articles of incorporation or bylaws shall be vested in the board of directors, but the exercise of this power shall be subject to the prior written approval of AARP. Form 990, Part VI, Section B, line 11b The Form 990 is prepared and reviewed in AARP's internal tax department. The return is then put through a secondary review which includes the Wish of a Lifetime Executive Director, Group Controller, and other accounting management. After this thorough review process, the Form 990 is distributed to the Board of Directors for their review. After all issues are addressed the return is electronically filed with the Internal Revenue Service. Form 990, Part VI, Section B, line 12c Annually, all board members and employees (including officers) are required to review the Code of Conduct, formally acknowledge their understanding of the Code, and disclose any real or potential conflicts of interest. Disclosures are reviewed by appropriate management (or in the case of a board member, the Board Chair, and if necessary, the Board of Directors) and the Ethics & Compliance Office. The appropriate resolution plan is implemented (for example, recusal from participating in any deliberations and decisions relevant to the disclosure). The Ethics & Compliance Office monitors compliance with these requirements and ensures proper follow-up as needed. Form 990, Part VI, Section B, line 15a Through its shared services agreement with AARP, WISH participates in AARP's enterprise-wide compensation reviews. AARP has a competitive position in the marketplace that considers relevant for-profit and not-for-profit data since this is the landscape in which AARP and its affiliates compete for talent. Establishing the appropriate compensation for positions and jobs considers external market pricing (where possible) from an independent, third-party compensation firm, internal criteria, and an individual's actual performance and contribution. Internal criteria are based on a standard approach that measures the internal value of positions, including: complexity and scope of responsibility, skill set and competencies, education and experience, and the reporting relationship of the position. An individual's actual performance and contribution is measured through AARP's performance management approach and then rewarded through AARP's annual base pay merit and incentive award programs. This process applies to all employees of WISH including the Executive Director. Based on the process described above, the Executive Director's compensation package is approved by the WISH Board of Directors. Form 990, Part VI, Section C, line 18 The organization provides copies of IRS Form 990 and IRS Form 1023 upon request by contacting the organization at (303) 954-9144 or email to info@wishofalifetime.org. The Form 990 is also made available on its website. Form 990, Part VI, Section C, line 19 The organization provides its by-laws, conflict of interest policy, and periodic financial statements upon request by contacting the organization at (303) 954-9144 or email to info@wishofalifetime.org. AARP (consolidated) 601 E Street NW Washington DC 20049 951985500 Social welfare organization dedicated to persons over age 50 DC 501(c)(4) n/a N/A 0 AARP Foundation 601 E Street NW Washington DC 20049 520794300 Foundation dedicated to persons over 50 at social and economic risk DC 501(c)(3) 509(a)(1) AARP 0 Legal Counsel for the Elderly 601 E Street NW Washington DC 20049 521194741 Provides free or low cost legal assistance and education to DC elderly DC 501(c)(3) 509(a)(1) AARP 0 AARP Insurance Plan 601 E Street NW Washington DC 20049 526069387 Grantor trust holding certain AARP group health insurance policies DC 501(c)(4) n/a AARP 0 Older Adults Technology Services 236 West 30th Street 8th Fl New York NY 10001 550882599 Dedicated to harness the power of technology to change to way we age NY 501(c)(3) 509(a)(1) AARP 0 AARP Financial Services Corporation 601 E Street NW Washington DC 20049 521367607 Real estate holding company DE AARP C 0 AARP Services Inc (consolidated) 601 E Street NW Washington DC 20049 522141065 Quality control and research DE AARP C 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 0 AARP - cash contributions C 2424606 cash paid AARP - in-kind shared services M 1601057 allocable cost AARP - in-kind rent N 181739 costs incurred AARP - in-kind computer software C 194880 fair market value AARP - in-kind technology services M 101820 costs incurred AARP Foundation - grant award C 1000000 grant agreements AARP Foundation - shared employees P 199385 actual salaries for time reported Andrus Insurance Fund LLC - insurance R 15573 premiums paid AARP Services Inc - cash contributions C 2250 cash paid