MAKE-A-WISH FOUNDATION OF THE TEXAS GULF COAST AND LOUISIANA INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MAKE-A-WISH FOUNDATION OF THE TEXAS GULF COAST AND LOUISIANA INC (EIN 76-0116615)
- Tax period
- 2023-09-01 to 2024-08-31
- Filed
- 2025-06-16
- IRS object ID
- 202531679349301183
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-16T12:49:08-05:00 | ReturnTs |
| Tax Period End | 2024-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S 6TH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760116615 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAKE-A-WISH FOUNDATION OF THE TEXAS GULF | BusinessNameLine1Txt |
| Business Name Line2 | COAST & LOUISIANA INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAKE | BusinessNameControlTxt |
| Phone | 2814919474 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12625 SOUTHWEST FREEWAY | AddressLine1Txt |
| City | STAFFORD | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77477 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELISSA HENDERSON | PersonNm |
| Person Title | VP OF FINANCE & OPERATIONS | PersonTitleTxt |
| Phone | 2814919474 | PhoneNum |
| Signature | 2025-06-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEIDI TATRO | PreparerPersonNm |
| PTIN | P01591796 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Preparation | 2025-06-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHELLY MILLWEE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12625 SOUTHWEST FREEWAY | AddressLine1Txt |
| City | STAFFORD | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77477 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,660,696 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WISH.ORG/TEXGULF | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | TOGETHER, WE CREATE LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 28 | TotalEmployeeCnt |
| Total Volunteers | 617 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,326,205 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,969,896 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,650 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,350 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$529,206 | PYInvestmentIncomeAmt |
| CY Investment Income | $679,572 | CYInvestmentIncomeAmt |
| PY Other Revenue | $42,422 | PYOtherRevenueAmt |
| CY Other Revenue | -$137,527 | CYOtherRevenueAmt |
| PY Total Revenue | $5,849,071 | PYTotalRevenueAmt |
| CY Total Revenue | $6,519,291 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,067,876 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,434,274 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,476,978 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,589,296 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,202,132 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,089,646 | PYOtherExpensesAmt |
| CY Other Expenses | $967,491 | CYOtherExpensesAmt |
| PY Total Expenses | $8,634,500 | PYTotalExpensesAmt |
| CY Total Expenses | $6,991,061 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,785,429 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$471,770 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,512,495 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,206,476 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $768,760 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $863,703 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,743,735 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,342,773 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TOGETHER, WE CREATE LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,816,008 | ExpenseAmt |
| Grant | $3,434,274 | GrantAmt |
| Revenue | $7,350 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $4,816,008 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 28 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELISSA HENDERSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2814919474 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12625 SOUTHWEST FREEWAY | AddressLine1Txt |
| City | STAFFORD | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77477 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| THOMAS HATFIELD | ||||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KRISTIN PALMER | ||||||||
| IMMEDIATE PAST CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JASON JENNARO | ||||||||
| CHAIR ELECT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ED RAZIM | ||||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BONNIE HOUSTON | ||||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SCOTT BALLARD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN HANTAK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HEATHER HRAP | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JULIE LUECHT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KIRSTY MCCORMACK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LESLIE MONSON | ||||||||
| DIRECTOR (THRU 9/23) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN NICKENS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL PENNY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DINANNE RALSTON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER RAYBURN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK REED | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS SELLERS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID STONE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CAYLIN WIEBE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHELLY MILLWEE | ||||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $227,924 | $0 | $34,608 | |||
| MELISSA HENDERSON | ||||||||
| VP OF FINANCE & OPERATIONS | 40.00 | Yes (X) | $152,750 | $0 | $9,326 | |||
| JESSICA ANSEL | ||||||||
| VP OF PHILANTHROPY | 40.00 | $174,593 | $0 | $10,637 | Yes (X) | |||
| BREEZE ACEVEDO | ||||||||
| VP OF MISSION DELIVERY | 40.00 | $122,821 | $0 | $19,580 | Yes (X) | |||
| NICOLE GABLER | ||||||||
| DIRECTOR OF FOUNDATION ENGAGEMENT | 40.00 | $108,049 | $0 | $10,004 | Yes (X) | |||
| YARA ELSAYED GUEST | ||||||||
| FORMER PRESIDENT & CEO(THRU 3/23) | 40.00 | $231,660 | $0 | $8,346 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,017,797 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $92,501 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN LEWIS & BOCKIUS LLP | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 MARKET STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | LEGAL CONSULTATION | ServicesDesc |
| Compensation | $147,515 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $1,689,487 | FundraisingAmt |
| Related Organizations | $8,600 | RelatedOrganizationsAmt |
| All Other Contributions | $4,271,809 | AllOtherContributionsAmt |
| Noncash Contributions | $2,246,494 | NoncashContributionsAmt |
| Total Contributions | $5,969,896 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WISH ASSIST FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $7,350 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,350 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,350 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $443,559 | TotalRevenueColumnAmt |
| Exclusion | $443,559 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,051,901 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,815,888 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $236,013 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $236,013 | TotalRevenueColumnAmt |
| Exclusion | $236,013 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $161,440 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,689,487 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $325,517 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$164,077 | TotalRevenueColumnAmt |
| Exclusion | -$164,077 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $26,550 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,550 | TotalRevenueColumnAmt |
| Exclusion | $26,550 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,519,291 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,350 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $542,045 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,434,274 | TotalAmt |
| Program Services | $3,434,274 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $444,386 | TotalAmt |
| Program Services | $51,006 | ProgramServicesAmt |
| Management And General | $64,758 | ManagementAndGeneralAmt |
| Fundraising | $328,622 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,676,126 | TotalAmt |
| Program Services | $715,302 | ProgramServicesAmt |
| Management And General | $536,757 | ManagementAndGeneralAmt |
| Fundraising | $424,067 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,991 | TotalAmt |
| Program Services | $28,691 | ProgramServicesAmt |
| Management And General | $21,358 | ManagementAndGeneralAmt |
| Fundraising | $12,942 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,388 | TotalAmt |
| Program Services | $92,579 | ProgramServicesAmt |
| Management And General | $70,679 | ManagementAndGeneralAmt |
| Fundraising | $81,130 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,405 | TotalAmt |
| Program Services | $59,006 | ProgramServicesAmt |
| Management And General | $46,107 | ManagementAndGeneralAmt |
| Fundraising | $56,292 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,759 | TotalAmt |
| Management And General | $4,759 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,375 | TotalAmt |
| Management And General | $54,375 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,478 | TotalAmt |
| Program Services | $54,155 | ProgramServicesAmt |
| Management And General | $34,854 | ManagementAndGeneralAmt |
| Fundraising | $69,469 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,820 | TotalAmt |
| Program Services | $2,000 | ProgramServicesAmt |
| Management And General | $1,000 | ManagementAndGeneralAmt |
| Fundraising | $11,820 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,132 | TotalAmt |
| Program Services | $44,071 | ProgramServicesAmt |
| Management And General | $13,559 | ManagementAndGeneralAmt |
| Fundraising | $43,502 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,467 | TotalAmt |
| Program Services | $4,678 | ProgramServicesAmt |
| Management And General | $12,736 | ManagementAndGeneralAmt |
| Fundraising | $17,053 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,760 | TotalAmt |
| Program Services | $33,672 | ProgramServicesAmt |
| Management And General | $16,309 | ManagementAndGeneralAmt |
| Fundraising | $21,779 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,217 | TotalAmt |
| Program Services | $4,336 | ProgramServicesAmt |
| Management And General | $4,878 | ManagementAndGeneralAmt |
| Fundraising | $21,003 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,700 | TotalAmt |
| Program Services | $3,585 | ProgramServicesAmt |
| Management And General | $1,502 | ManagementAndGeneralAmt |
| Fundraising | $3,613 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,383 | TotalAmt |
| Program Services | $58,671 | ProgramServicesAmt |
| Management And General | $28,490 | ManagementAndGeneralAmt |
| Fundraising | $38,222 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| NATIONAL DUES | $320,164 | $224,115 | $44,823 | $51,226 |
| MERCHANT FEE | $28,566 | $3,877 | $10,556 | $14,133 |
| OTHER EXPENSES | $14,670 | $1,990 | $5,421 | $7,259 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,991,061 | TotalAmt |
| Program Services | $4,816,008 | ProgramServicesAmt |
| Management And General | $972,921 | ManagementAndGeneralAmt |
| Fundraising | $1,202,132 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,642 | BOYAmt |
| EOY | $308,581 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,619,749 | BOYAmt |
| EOY | $1,594,408 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,085,546 | BOYAmt |
| EOY | $1,278,655 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,076 | BOYAmt |
| EOY | $83,896 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $306,025 | BOYAmt |
| EOY | $318,955 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,302,100 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,180,753 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,244,708 | BOYAmt |
| EOY | $2,121,347 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,456,779 | BOYAmt |
| EOY | $11,985,313 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500,970 | BOYAmt |
| EOY | $515,321 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,512,495 | BOYAmt |
| EOY | $18,206,476 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $574,911 | BOYAmt |
| EOY | $660,881 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,750 | BOYAmt |
| EOY | $11,500 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,099 | BOYAmt |
| EOY | $191,322 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $768,760 | BOYAmt |
| EOY | $863,703 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,824,731 | BOYAmt |
| EOY | $7,065,900 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,919,004 | BOYAmt |
| EOY | $10,276,873 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,743,735 | BOYAmt |
| EOY | $17,342,773 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,512,495 | BOYAmt |
| EOY | $18,206,476 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$471,770 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,014,683 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $28,613 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $27,512 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,604,155 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,818,308 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,961,810 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,326,205 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,969,896 | CurrentTaxYearAmt |
| Total | $25,680,374 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,604,155 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,818,308 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,961,810 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,326,205 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,969,896 | CurrentTaxYearAmt |
| Total | $25,680,374 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $500,446 | SubstantialContributorsTotAmt |
| Public Support Total170 | $25,179,928 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $364,760 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $356,484 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $470,108 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $409,807 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $443,559 | CurrentTaxYearAmt |
| Total | $2,044,718 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,954 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,239 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,005 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,422 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $187,990 | CurrentTaxYearAmt |
| Total | $302,610 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $28,027,702 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $21,350 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.89840 | PublicSupportCY170Pct |
| Public Support PY170 | 0.90100 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER REVENUE - 2019 AMOUNT: $ 20,954. 2020 AMOUNT: $ 14,239. 2021 AMOUNT: $ 37,005. 2022 AMOUNT: $ 42,422. FUNDRAISING REVENUE - 2023 AMOUNT: $ 187,990. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,812,188 | BeginningYearBalanceAmt |
| Contributions | $195,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,207,993 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $489,449 | OtherExpendituresAmt |
| End Year Balance | $8,725,732 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,085,020 | BeginningYearBalanceAmt |
| Contributions | $140,000 | ContributionsAmt |
| Investment Earnings Or Losses | $587,168 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $7,812,188 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,027,598 | BeginningYearBalanceAmt |
| Contributions | $96,417 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,038,995 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $7,085,020 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,019,545 | BeginningYearBalanceAmt |
| Contributions | $30,050 | ContributionsAmt |
| Investment Earnings Or Losses | $1,335,047 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,357,044 | OtherExpendituresAmt |
| End Year Balance | $8,027,598 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,742,806 | BeginningYearBalanceAmt |
| Contributions | $637,523 | ContributionsAmt |
| Investment Earnings Or Losses | $639,216 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $9,019,545 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.62060 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.37940 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $630,000 | OtherCostOrOtherBasisAmt |
| Book Value | $630,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,432,817 | OtherCostOrOtherBasisAmt |
| Depreciation | $981,409 | DepreciationAmt |
| Book Value | $1,451,408 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $174,361 | OtherCostOrOtherBasisAmt |
| Depreciation | $154,376 | DepreciationAmt |
| Book Value | $19,985 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $64,922 | OtherCostOrOtherBasisAmt |
| Depreciation | $44,968 | DepreciationAmt |
| Book Value | $19,954 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,121,347 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO NATIONAL | $12,236 |
| DUE TO OTHER CHAPTERS | $108,443 |
| LEASE LIABILITY - OPERATING | $70,643 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $191,322 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,648,654 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,014,683 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $3,141,543 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $27,512 | OtherRevenueAmt |
| Revenue Not Reported | $4,183,738 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,464,916 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $54,375 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $54,375 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,519,291 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,049,616 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $3,112,930 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $3,112,930 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,936,686 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $54,375 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $54,375 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,991,061 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION HELD ENDOWMENT FUNDS TO BE USED FOR WISH GRANTING PURPOSES OR BUILDING-RELATED EXPENSES. |
| PART X, LINE 2: | THE FOUNDATION IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3). HOWEVER, THE FOUNDATION REMAINS SUBJECT TO INCOME TAXES ON ANY NET INCOME THAT IS DERIVED FROM A TRADE OR BUSINESS, REGULARLY CARRIED ON AND NOT IN FURTHERANCE OF THE PURPOSE FOR WHICH IT WAS GRANTED EXEMPTION. NO INCOME TAX PROVISION HAS BEEN RECORDED AS THE NET INCOME, IF ANY, FROM ANY UNRELATED TRADE OR BUSINESS, IN THE OPINION OF MANAGEMENT, IS NOT MATERIAL TO THE FINANCIAL STATEMENTS TAKEN AS A WHOLE. MANAGEMENT BELIEVES THAT NO UNCERTAIN TAX POSITIONS EXIST FOR THE FOUNDATION AT AUGUST 31, 2024 AND 2023. THE FOUNDATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND APPLICABLE STATE JURISDICTIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN SPLIT INTEREST AGREEMENTS 27,512. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | EVENT | Event1Nm |
| Gross Receipts Event1 | $1,850,927 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,689,487 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $161,440 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $35,490 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $231,035 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $12,509 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $46,483 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,850,927 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,689,487 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $161,440 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $35,490 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $231,035 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $12,509 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $46,483 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $325,517 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$164,077 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $26,550 | GrossRevenueOtherGamingAmt |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $26,550 | GrossRevenueTotalGamingAmt |
| Net Gaming Income Summary | $26,550 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Licensed | 0 | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | 0 | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | WISHES GRANTED | GrantTypeTxt |
| Recipient | 602 | RecipientCnt |
| Cash Grant | $1,083,775 | CashGrantAmt |
| Non Cash Assistance | $2,350,499 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | TRAVEL, M & E, SUPPLIES | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MAKE-A-WISH FOUNDATION OF THE TEXAS GULF COAST AND LOUISIANA, INC. DOES NOT PROVIDE CASH GRANTS TO INDIVIDUALS, BUT RATHER GRANTS WISHES TO CHILDREN WITH CRITICAL ILLNESSES. THE ORGANIZATION ALLOCATES FUNDS DIRECTLY TO THE VENDOR FOR THE WISH EXPENSES, WITH THE EXCEPTION OF TRAVEL STIPENDS (I.E. MEALS, TIPS, GAS, ETC.). ALL WISH EXPENSES ARE SUPPORTED BY APPROPRIATE DOCUMENTATION WHICH IS RETAINED BY THE ORGANIZATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHELLY MILLWEE | ||||||||||||||
| PRESIDENT & CEO | $185,093 | $0 | $42,831 | $0 | $0 | $0 | $11,554 | $0 | $23,054 | $0 | $262,532 | $0 | $0 | $0 |
| YARA ELSAYED GUEST | ||||||||||||||
| FORMER PRESIDENT & CEO(THRU 3/23) | $57,046 | $0 | $12,360 | $0 | $162,254 | $0 | $5,209 | $0 | $3,137 | $0 | $240,006 | $0 | $0 | $0 |
| JESSICA ANSEL | ||||||||||||||
| VP OF PHILANTHROPY | $144,428 | $0 | $30,165 | $0 | $0 | $0 | $10,476 | $0 | $161 | $0 | $185,230 | $0 | $0 | $0 |
| MELISSA HENDERSON | ||||||||||||||
| VP OF FINANCE & OPERATIONS | $131,000 | $0 | $21,750 | $0 | $0 | $0 | $9,165 | $0 | $161 | $0 | $162,076 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4A | YARA ELSAYED WAS PAID A $145,000 SEVERANCE ON APRIL 14, 2023. |
| PART I, LINE 7 | THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS MAKES RECOMMENDATIONS FOR BONUSES AND SALARY INCREASES BASED ON THE CURRENT ECONOMIC CLIMATE AND STAFF EFFORTS. |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | WISH-RELATED | 875 | $2,122,924 | FMV |
| Yes (X) | INVENTORY | 8 | $79,381 | FMV |
| Yes (X) | OTHER | 27 | $44,189 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT IN COLUMN (B) REFERS TO THE NUMBER OF CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A | 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 TEXAS GULF COAST AND LOUISIANA GRANTED 602 LIFE CHANGING WISHES IN THE FISCAL YEAR ENDING AUGUST 31, 2024. THE TOTAL DIRECT COST OF WISHES GRANTED FOR THE FISCAL YEAR WAS $6,359,051. OF THIS AMOUNT, $2,924,777 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. |
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE CHAIRMAN, THE IMMEDIATE PAST CHAIRMAN, THE CHAIRMAN-ELECT, THE SECRETARY AND THE TREASURER. THE PRESIDENT AND CHIEF EXECUTIVE OFFICER SHALL SERVE AS A NON-VOTING EX OFFICIO MEMBER OF THE EXECUTIVE COMMITTEE AND SHALL BE INVITED TO ATTEND ALL MEETINGS EXCEPT WHEN HIS/HER POSITION OR SALARY IS UNDER DISCUSSION. THE CHAIRMAN OF THE BOARD SHALL SERVE AS THE CHAIRMAN OF THE EXECUTIVE COMMITTEE. WHEN THE BOARD IS NOT IN SESSION, THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE THE POWER AND AUTHORITY OF THE BOARD TO TRANSACT ALL REGULAR BUSINESS OF THE FOUNDATION, SUBJECT TO ANY PRIOR LIMITATION IMPOSED BY THE BOARD, THE ARTICLES, THESE BYLAWS OR BY STATUTE. THE EXECUTIVE COMMITTEE ALSO SHALL COORDINATE THE RECOMMENDATIONS AMONG THE OTHER BOARD COMMITTEES. THE EXECUTIVE COMMITTEE SHALL REVIEW AND ORGANIZE INFORMATION PERTINENT TO MATTERS TO BE PRESENTED AT FUTURE MEETINGS OF THE BOARD TO UTILIZE MORE EFFECTIVELY THE DISCUSSION TIME AT SUCH FUTURE MEETINGS. THE EXECUTIVE COMMITTEE SHALL HAVE THE AUTHORITY AND RESPONSIBILITY TO SET STANDARDS FOR REVIEW AND MAKE RECOMMENDATIONS TO THE BOARD REGARDING THE PERFORMANCE, COMPENSATION AND TERMS OF EMPLOYMENT OF THE PRESIDENT. THE EXECUTIVE COMMITTEE ALSO SHALL HAVE THE AUTHORITY AND RESPONSIBILITY TO IMPLEMENT THE FOUNDATION'S PERSONNEL, VOLUNTEER AND DUALITY OF INTEREST POLICIES IN ACCORDANCE WITH THE NATIONAL BYLAWS. THE EXECUTIVE COMMITTEE SHALL HAVE NO AUTHORITY TO TAKE ANY OF THE FOLLOWING ACTIONS: (I) AGREE TO ANY UNBUDGETED CAPITAL EXPENDITURE; (II) FILL VACANCIES ON THE BOARD; (III) AMEND OR REPEAL ANY RESOLUTION PASSED BY THE BOARD; (IV) AMEND OR REPEAL THE ARTICLES OR THESE BYLAWS; (V) TAKE ACTIONS ON ANY MATTERS THAT, UNDER APPLICABLE LAW OR UNDER THE ARTICLES, THESE BYLAWS OR PREVIOUS RESOLUTIONS OF THE BOARD, ARE THE RESPONSIBILITY OF THE ENTIRE BOARD OR ANOTHER COMMITTEE OF THE BOARD OR ARE CONTRARY TO ESTABLISHED POLICIES AND EXPRESSED DESIRES OF THE BOARD; (VI) TAKE SUCH OTHER ACTION AS THE BOARD MAY IN ADVANCE DETERMINE SHALL NOT BE WITHIN THE PREROGATIVE OF THE EXECUTIVE COMMITTEE WITHOUT FURTHER CONSULTATION AND APPROVAL OF THE BOARD; AND (VII) TAKE ANY ACTION THAT WOULD BE DEEMED AS NOT IN THE ORDINARY COURSE OF THE FOUNDATION'S BUSINESS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF DIRECTORS HAS DELEGATED THE PRIMARY REVIEW OF THE FORM 990 TO THE FINANCE & AUDIT COMMITTEE. THE ORGANIZATION'S VICE PRESIDENT OF FINANCE & OPERATIONS WORKS CLOSELY WITH AN OUTSIDE ACCOUNTING FIRM TO PREPARE AND ENSURE THE ACCURACY OF THE FORM 990. THE FORM 990 IS REVIEWED BY THE PRESIDENT & CEO PRIOR TO BEING PROVIDED TO THE FINANCE & AUDIT COMMITTEE. AFTER APPROVAL BY THE FINANCE & AUDIT COMMITTEE, THE FORM 990 IS PROVIDED TO THE FULL BOARD PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE FOUNDATION MAINTAINS A CONFLICT OF INTEREST AND ETHICS STATEMENT AS PROVIDED BY THE MAKE-A-WISH FOUNDATION OF AMERICA FOR EACH OFFICER, EMPLOYEE, BOARD MEMBER, AND VOLUNTEER. SUCH STATEMENTS MUST BE SIGNED UPON DATE OF HIRE, ELECTION, OR COMMENCEMENT OF VOLUNTEER SERVICE, AND AT LEAST ANNUALLY THEREAFTER. THE SIGNED STATEMENTS ARE THEN SUBMITTED TO AND REVIEWED BY THE VOLUNTEER MANAGER IF THEY ARE FROM VOLUNTEERS, AND THE VICE PRESIDENT OF FINANCE & OPERATIONS IF FROM EMPLOYEES AND BOARD MEMBERS. THE PRESIDENT & CEO HAS OVERSIGHT OF THE REVIEW PROCESS. THE PROCEDURES FOR ADDRESSING ANY CONFLICTS OF INTEREST OF WHICH THE PRESIDENT & CEO BECOMES AWARE INCLUDE, BUT ARE NOT LIMITED TO, THE FOLLOWING: (1) DETERMING THE NATURE OF THE CONFLICT VIA VERBAL OR WRITTEN COMMUNICATION WITH THE INTERESTED PERSON, (2) FULLY DISCLOSING CONFLICTING INTERESTS TO THE BOARD, (3) THE CONFLICTED PERSON RECUSES HIMSELF/HERSELF FROM DELIBERATIONS AND DECISIONS REGARDING THE TRANSACTION, AND (4) TAKING APPROPRIATE ACTIONS WARRANTED BY THE CONFLICT AS RECOMMENDED BY THE BOARD UP TO AND INCLUDING TERMINATION OF SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 15 | FOR 2023 COMPENSATION, THE PRESIDENT & CEO'S COMPENSATION WAS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AND APPROVED BY THE BOARD OF DIRECTORS, BOTH CONSISTING OF INDEPENDENT PERSONS. COMPENSATION IS REVIEWED AGAINST NATIONAL BENCHMARKING SALARY STUDIES AND SURVEYS ARE DONE EVERY FEW YEARS BY MAKE-A-WISH FOUNDATION OF AMERICA. THE COMMITTEE AND THE BOARD OF DIRECTORS MEETINGS WERE CONTEMPORANEOUSLY DOCUMENTED. DOCUMENTATION INCLUDED THE MEMBERS WHO WERE PRESENT DURING THE DISCUSSION AND THE DATE IT WAS APPROVED. THE SAME PROCESS LISTED ABOVE IS USED FOR OTHER OFFICERS AND KEY EMPLOYEES, USING THE SAME INSTRUMENTS. SALARIES FOR STAFF OTHER THAN THE PRESIDENT/CEO ARE DECIDED BY THE PRESIDENT/CEO IN CONSULTATION WITH THE EMPLOYEE'S IMMEDIATE SUPERVISOR WITHIN LIMITS SET BY THE BOARD-APPROVED BUDGET. ALL SALARY INCREASES ARE BASED ON METRICS FROM PERFORMANCE REVIEWS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN SPLIT INTEREST AGREEMENTS 27,512. |