WISH OF A LIFETIME: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WISH OF A LIFETIME (EIN 26-2123649)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-12
- IRS object ID
- 201823169349302137
- Schema version
- 2017v2.3
- 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 J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-12T09:17:20-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010724563 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTON COLLINS MITCHELL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 EAST 17TH AVENUE SUITE 600 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262123649 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISH OF A LIFETIME | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WISH | BusinessNameControlTxt |
| Phone | 3039549144 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 16TH STREET SUITE 406 NO 200 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TOM WAGENLANDER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3039549144 | PhoneNum |
| Signature | 2018-10-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY DEWITT | PreparerPersonNm |
| PTIN | P01358310 | PTIN |
| Phone | 3038301120 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.241.164.20 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-16 | IPDt |
| IP Tm | 09:27:30 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4D706316D5138EEA3FD9899843C3E2B5D2E92940 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TOM WAGENLANDER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 16TH STREET SUITE 406 NO 200 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,605,553 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WISHOFALIFETIME.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2008 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | SHIFT HOW SOCIETY VALUES SENIORS BY GRANTING AND SHARING THEIR LIFELONG WISHES | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 17 | TotalEmployeeCnt |
| Total Volunteers | 2000 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $559,609 | PYContributionsGrantsAmt |
| CY Contributions Grants | $637,582 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $778,229 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $839,694 | CYProgramServiceRevenueAmt |
| PY Investment Income | $223 | PYInvestmentIncomeAmt |
| CY Investment Income | $467 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$30,930 | PYOtherRevenueAmt |
| CY Other Revenue | -$33,907 | CYOtherRevenueAmt |
| PY Total Revenue | $1,307,131 | PYTotalRevenueAmt |
| CY Total Revenue | $1,443,836 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $533,363 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $735,215 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $248,564 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $642,015 | PYOtherExpensesAmt |
| CY Other Expenses | $630,775 | CYOtherExpensesAmt |
| PY Total Expenses | $1,175,378 | PYTotalExpensesAmt |
| CY Total Expenses | $1,365,990 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $131,753 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $77,846 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $451,151 | TotalAssetsBOYAmt |
| Total Assets EOY | $514,576 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $48,860 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,439 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $402,291 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $480,137 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,050,599 | ExpenseAmt |
| Revenue | $839,694 | RevenueAmt |
| Desc | 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 2017 FISCAL YEAR, WISH OF A LIFETIME GRANTED 247 WISHES TO DESERVING SENIORS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONATED SERVICES: FOR THE 2017 FISCAL YEAR, WOL RECEIVED $3,600 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 2017. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,050,599 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 | 0 | 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 | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| 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 | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 17 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHELLE WELCH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3038301120 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 EAST 17TH AVE SUITE 600 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80203 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 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 |
|---|---|---|---|---|---|---|---|
| CHAR BLOOM | |||||||
| BOARD CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JEREMY BLOOM | |||||||
| FOUNDER, DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JODI CHAMBERS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOE DAVIS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC HIRSCHBERG | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA LARSON | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BARBARA KREISMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SARA TERRY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RIVA-MELISSA TEZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL R WASSERMAN | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JACK YORK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM WAGENLANDER | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $85,000 | $0 | $0 | ||
| BILL TAYLOR | |||||||
| FORMER DEVELOPMENT DIRECTOR | 40.00 | $114,930 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $199,930 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $160,309 | FundraisingAmt |
| All Other Contributions | $477,273 | AllOtherContributionsAmt |
| Noncash Contributions | $95,425 | NoncashContributionsAmt |
| Total Contributions | $637,582 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| BSL SPONSORSHIP | 900099 | $750,000 | $750,000 |
| CANADA MANAGEMENT FEE | 900099 | $83,681 | $83,681 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,013 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,013 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $839,694 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $467 | TotalRevenueColumnAmt |
| Exclusion | $467 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $127,810 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $160,309 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $161,717 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$33,907 | TotalRevenueColumnAmt |
| Exclusion | -$33,907 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,443,836 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $839,694 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$33,440 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,000 | TotalAmt |
| Program Services | $61,200 | ProgramServicesAmt |
| Management And General | $5,100 | ManagementAndGeneralAmt |
| Fundraising | $18,700 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $552,913 | TotalAmt |
| Program Services | $386,232 | ProgramServicesAmt |
| Management And General | $32,269 | ManagementAndGeneralAmt |
| Fundraising | $134,412 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,043 | TotalAmt |
| Program Services | $31,740 | ProgramServicesAmt |
| Management And General | $2,569 | ManagementAndGeneralAmt |
| Fundraising | $11,734 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,259 | TotalAmt |
| Program Services | $36,511 | ProgramServicesAmt |
| Management And General | $3,130 | ManagementAndGeneralAmt |
| Fundraising | $11,618 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,720 | TotalAmt |
| Program Services | $32,581 | ProgramServicesAmt |
| Management And General | $3,038 | ManagementAndGeneralAmt |
| Fundraising | $12,101 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $750 | TotalAmt |
| Program Services | $22 | ProgramServicesAmt |
| Management And General | $13 | ManagementAndGeneralAmt |
| Fundraising | $715 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,794 | TotalAmt |
| Program Services | $31,687 | ProgramServicesAmt |
| Management And General | $2,681 | ManagementAndGeneralAmt |
| Fundraising | $17,426 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,345 | TotalAmt |
| Program Services | $19,297 | ProgramServicesAmt |
| Management And General | $3,692 | ManagementAndGeneralAmt |
| Fundraising | $7,356 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,602 | TotalAmt |
| Program Services | $8,971 | ProgramServicesAmt |
| Management And General | $570 | ManagementAndGeneralAmt |
| Fundraising | $3,061 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,809 | TotalAmt |
| Program Services | $58,627 | ProgramServicesAmt |
| Management And General | $5,029 | ManagementAndGeneralAmt |
| Fundraising | $20,153 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,499 | TotalAmt |
| Program Services | $17,729 | ProgramServicesAmt |
| Management And General | $855 | ManagementAndGeneralAmt |
| Fundraising | $3,915 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,599 | TotalAmt |
| Program Services | $3,311 | ProgramServicesAmt |
| Management And General | $276 | ManagementAndGeneralAmt |
| Fundraising | $1,012 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,411 | TotalAmt |
| Program Services | $1,029 | ProgramServicesAmt |
| Management And General | $1,032 | ManagementAndGeneralAmt |
| Fundraising | $350 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| WISH RECIPIENT AWARDS | $350,258 | $346,784 | $0 | $3,474 |
| VOLUNTEER APPRECIATION | $9,976 | $9,881 | $19 | $76 |
| STAFF DEVELOPMENT | $4,344 | $3,475 | $348 | $521 |
| BANK & CREDIT CARD FEES | $3,735 | $0 | $3,343 | $392 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,933 | TotalAmt |
| Program Services | $1,522 | ProgramServicesAmt |
| Management And General | $2,863 | ManagementAndGeneralAmt |
| Fundraising | $1,548 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,365,990 | TotalAmt |
| Program Services | $1,050,599 | ProgramServicesAmt |
| Management And General | $66,827 | ManagementAndGeneralAmt |
| Fundraising | $248,564 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,260 | BOYAmt |
| EOY | $28,590 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $248,553 | BOYAmt |
| EOY | $346,644 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,500 | BOYAmt |
| EOY | $77,552 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,252 | BOYAmt |
| EOY | $39,061 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,451 | BOYAmt |
| EOY | $12,193 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $30,371 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,835 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,135 | BOYAmt |
| EOY | $10,536 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $451,151 | BOYAmt |
| EOY | $514,576 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,865 | BOYAmt |
| EOY | $28,939 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,995 | BOYAmt |
| EOY | $5,500 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,860 | BOYAmt |
| EOY | $34,439 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $267,291 | BOYAmt |
| EOY | $295,137 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,000 | BOYAmt |
| EOY | $185,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $402,291 | BOYAmt |
| EOY | $480,137 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $451,151 | BOYAmt |
| EOY | $514,576 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $77,846 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | 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 | 0 | 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 | $609,891 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $569,139 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $564,111 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $559,609 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $637,582 | CurrentTaxYearAmt |
| Total | $2,940,332 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $609,891 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $569,139 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $564,111 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $559,609 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $637,582 | CurrentTaxYearAmt |
| Total | $2,940,332 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $749,573 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,190,759 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $452 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $220 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $174 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $223 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $467 | CurrentTaxYearAmt |
| Total | $1,536 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,941,868 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,278,229 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74470 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77990 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,371 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,835 | DepreciationAmt |
| Book Value | $10,536 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,536 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,447,436 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $3,600 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $3,600 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,443,836 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,443,836 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,369,590 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $3,600 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $3,600 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,365,990 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,365,990 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION HAS RECEIVED AN INTERNAL REVENUE SERVICE EXEMPTION FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3). ACCORDINGLY, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN PROVIDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $288,119 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $160,309 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $127,810 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $95,425 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $8,485 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $45,897 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $11,910 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $288,119 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $160,309 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $127,810 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $95,425 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,485 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $45,897 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $11,910 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $161,717 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$33,907 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROOKDALE SENIOR LIVING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SEE BELOW | RelationshipDescriptionTxt |
| Transaction | $750,000 | TransactionAmt |
| Transaction | SEE BELOW | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE L, PART IV, COLUMN (B) | BROOKDALE SENIOR LIVING ENGAGED IN SPONSORSHIP TRANSACTIONS WITH THE ORGANIZATION. ONE OF THE ORGANIZATION'S BOARD MEMBERS IS ALSO AN EXECUTIVE OF BROOKDALE SENIOR LIVING. |
| SCHEDULE L, PART IV, COLUMN (D) | TRANSACTIONS BETWEEN BROOKDALE SENIOR LIVING AND THE ORGANIZATION ENABLED WISHES TO BE GRANTED TO SENIORS. |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | WISHES | 88 | $44,086 | FAIR MARKET VALUE |
| Yes (X) | TRAVEL | 32 | $30,216 | FAIR MARKET VALUE |
| Yes (X) | GOODS | 42 | $20,526 | FAIR MARKET VALUE |
| Yes (X) | MEALS | 4 | $597 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 DECEMBER 2017. |
| 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. |