2020-05-15T11:50:53-05:00 2019-09-30 010724563 ACM LLP 303 EAST 17TH AVENUE SUITE 600 DENVER CO 80203 990 2018-10-01 262123649 WISH OF A LIFETIME FOUNDATION WISH 3039549144 110 16TH STREET SUITE 406 DENVER CO 80203 TOM WAGENLANDER EXECUTIVE DIRECTOR 3039549144 2020-05-11 1 WENDY DEWITT P01358310 3038301120 38.140.185.74 2020-05-11 16:24:55 MD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2018 2021-01-29 14:40:06Z TOM WAGENLANDER 110 16TH STREET SUITE 406 DENVER CO 80203 985644 0 X WWW.WISHOFALIFETIME.ORG X 2008 CO SHIFT HOW SOCIETY VALUES SENIORS BY GRANTING AND SHARING THEIR LIFELONG WISHES 15 15 16 2000 0 0 464993 781184 430791 142722 3052 5763 -33314 -56788 865522 872881 0 0 0 0 484084 578336 0 0 179714 367942 452395 852026 1030731 13496 -157850 617731 369963 113732 37634 503999 332329 X WISH OF A LIFETIME'S (WOL) MISSION IS TO SHIFT THE WAY SOCIETY VIEWS AND VALUES OUR OLDEST GENERATIONS BY FULFILLING SENIORS' DREAMS AND SHARING THEIR STORIES TO INSPIRE THOSE OF ALL AGES. 0 0 785378 142722 WE ENVISION A WORLD IN WHICH SOCIETY EMBRACES AGING AND THE INHERENT WISDOM THAT ACCOMPANIES IT, WHERE SENIORS ARE CELEBRATED FOR THEIR ACCOMPLISHMENTS AND SACRIFICES, AND WHERE INTERGENERATIONAL CONNECTIONS ARE PART OF OUR DAILY LIVES. WISHES CONNECT SENIORS TO PEOPLE, PURPOSE, AND PASSIONS TO ELIMINATE FEELINGS OF ISOLATION AND HELP THEM LIVE VIBRANT, PURPOSEFUL LIVES. A TRUE WISH OF A LIFETIME ACHIEVED MAKES OTHER GOALS SEEM POSSIBLE AND ENCOURAGES OUR WISH RECIPIENTS TO KEEP DREAMING AND PURSUING THEIR PASSIONS. FOR THE 2018 FISCAL YEAR, WISH OF A LIFETIME GRANTED 132 WISHES TO DESERVING SENIORS. DONATED SERVICES: FOR THE 2018 FISCAL YEAR, WOL RECEIVED $19,153 OF DONATED SERVICES. SERVICES INCLUDED ACCOUNTING AND OTHER PROFESSIONAL SERVICES. THE MONEY SAVED FROM THESE DONATED SERVICES ALLOWED WOL TO GRANT MORE WISHES FOR SENIORS IN 2018. 785378 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 16 1 0 0 0 0 0 1 1 0 0 0 0 X 15 15 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X X MICHELLE WELCH 3038301120 303 EAST 17TH AVE SUITE 600 DENVER CO 80203 CHAR BLOOM DIRECTOR 1.00 X 0 0 0 JEREMY BLOOM FOUNDER, DIRECTOR 2.00 X 0 0 0 JOE DAVIS DIRECTOR 1.00 X 0 0 0 ERIC HIRSCHBERG DIRECTOR 1.00 X 0 0 0 AMY JOHNSON DIRECTOR 1.00 X 0 0 0 LAURA LARSON SECRETARY 1.00 X X 0 0 0 BARBARA KREISMAN BOARD CHAIR 2.00 X X 0 0 0 KENT MCGLINCY DIRECTOR 1.00 X 0 0 0 RIVA-MELISSA TEZ DIRECTOR 1.00 X 0 0 0 MICHAEL R WASSERMAN TREASURER 1.00 X X 0 0 0 JACK YORK DIRECTOR 1.00 X 0 0 0 DIANNE MCALLISTER DIRECTOR 1.00 X 0 0 0 SARA TERRY DIRECTOR 1.00 X 0 0 0 PENNY COOK DIRECTOR 1.00 X 0 0 0 ERIC CHESS DIRECTOR 1.00 X 0 0 0 TOM WAGENLANDER EXECUTIVE DIRECTOR 40.00 X 88415 0 0 88415 0 0 0 0 0 0 0 132928 648256 42915 781184 CANADA MANAGEMENT FEE 900099 142722 142722 142722 5763 5763 55975 132928 112763 -56788 -56788 872881 142722 0 -51025 88416 61891 5305 21220 412146 287120 41573 83453 38117 26682 2287 9148 39657 27760 2379 9518 10 7 1 2 44820 31374 2689 10757 520 364 31 125 15030 10521 902 3607 27718 19403 1663 6652 14039 9828 842 3369 79462 55623 4768 19071 9850 6895 591 2364 277 194 17 66 1951 1366 117 468 5004 3503 300 1201 WISHES & OTHER PROGRAM 217492 217492 AUTO & PARKING 13679 9575 821 3283 VOLUNTEER APPRECIATION 12050 8435 723 2892 TELECOMMUNICATIONS 10493 7345 630 2518 1030731 785378 65639 179714 63903 89508 493289 215782 29035 26453 13168 18584 6606 13318 31167 25396 11730 5771 0 547 617731 369963 13427 37314 100305 320 113732 37634 X 318999 147329 185000 185000 503999 332329 617731 369963 -157850 -19153 5333 0 X 0 0 0 X 569139 564111 559609 637582 1246177 3576618 569139 564111 559609 637582 1246177 3576618 796498 2780120 220 174 223 467 5763 6847 3583465 0.77580 0.74470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 31167 25396 5771 5771 GALA 188903 132928 55975 31737 44397 36629 188903 132928 55975 31737 44397 36629 112763 -56788 X 0 0 0 0 0 0 0 0 0 X WISHES 36 42915 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS JEREMY BLOOM AND CHAR BLOOM HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY AN OUTSIDE ACCOUNTING FIRM, REVIEWED BY MANAGEMENT, AND PRESENTED TO THE BOARD TREASURER FOR REVIEW AND DISCUSSION. THE FORM 990 WAS THEN PRESENTED TO THE ENTIRE BOARD FOR REVIEW, DISCUSSION AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO ANNUALLY REVIEW THE CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. ALL ARE REQUIRED TO SIGN AN ANNUAL STATEMENT CERTIFYING SUCH ACTION HAS TAKEN PLACE AND DISCLOSING ANY POTENTIAL CONFLICTS. ALL BOARD MEMBERS HAVE A DUTY TO DISCLOSE POTENTIAL CONFLICTS AS THEY ARISE. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS ESTABLISHES COMPENSATION FOR ITS KEY EMPLOYEES BASED ON A DISCUSSION OF THE COMPENSATION PAID BY SIMILAR ORGANIZATIONS FOR SIMILAR POSITIONS. THE PROCESS WAS LAST CONDUCTED NOVEMBER, 2018. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION PROVIDES COPIES OF IRS FORM 990 AND IRS FORM 1023 UPON REQUEST. THE 990 IS ALSO POSTED ON ITS WEBSITE AND LISTED ON THE FOUNDATION CENTER 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. FORM 990 SCHEDULE M LINE 31 THE ORGANIZATION REQUIRES A REVIEW PROCESS WHEN DECIDING WHETHER TO ACCEPT NON-STANDARD GIFTS. THIS WAS WRITTEN INTO THE POLICIES AND PROCEDURES MANUAL FOR 2012 AND REVIEWED BY MANAGEMENT, BUT THE OFFICIAL EFFECTIVE DATE OF THE MANUAL WAS JANUARY 1, 2013.