2018-11-12T09:17:20-06:00 2017-12-31 010724563 ANTON COLLINS MITCHELL LLP 303 EAST 17TH AVENUE SUITE 600 DENVER CO 80203 990 2017-01-01 262123649 WISH OF A LIFETIME WISH 3039549144 110 16TH STREET SUITE 406 NO 200 DENVER CO 80202 TOM WAGENLANDER EXECUTIVE DIRECTOR 3039549144 2018-10-16 1 WENDY DEWITT P01358310 3038301120 216.241.164.20 2018-10-16 09:27:30 MD P 4D706316D5138EEA3FD9899843C3E2B5D2E92940 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2017 2019-02-21 02:37:17Z TOM WAGENLANDER 110 16TH STREET SUITE 406 NO 200 DENVER CO 80202 1605553 0 X WWW.WISHOFALIFETIME.ORG X 2008 CO SHIFT HOW SOCIETY VALUES SENIORS BY GRANTING AND SHARING THEIR LIFELONG WISHES 11 11 17 2000 0 0 559609 637582 778229 839694 223 467 -30930 -33907 1307131 1443836 0 0 0 0 533363 735215 0 0 248564 642015 630775 1175378 1365990 131753 77846 451151 514576 48860 34439 402291 480137 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 1050599 839694 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. 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. 1050599 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 14 0 1 17 1 0 0 0 0 0 1 1 0 0 X 11 11 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 BOARD CHAIR 1.00 X X 0 0 0 JEREMY BLOOM FOUNDER, DIRECTOR 1.00 X 0 0 0 JODI CHAMBERS DIRECTOR 1.00 X 0 0 0 JOE DAVIS DIRECTOR 1.00 X 0 0 0 ERIC HIRSCHBERG DIRECTOR 1.00 X 0 0 0 LAURA LARSON SECRETARY 1.00 X X 0 0 0 BARBARA KREISMAN DIRECTOR 1.00 X 0 0 0 SARA TERRY 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 TOM WAGENLANDER EXECUTIVE DIRECTOR 40.00 X 85000 0 0 BILL TAYLOR FORMER DEVELOPMENT DIRECTOR 40.00 X 114930 0 0 199930 0 0 1 0 0 0 0 160309 477273 95425 637582 BSL SPONSORSHIP 900099 750000 750000 CANADA MANAGEMENT FEE 900099 83681 83681 6013 6013 839694 467 467 127810 160309 161717 -33907 -33907 1443836 839694 0 -33440 85000 61200 5100 18700 552913 386232 32269 134412 46043 31740 2569 11734 51259 36511 3130 11618 47720 32581 3038 12101 750 22 13 715 51794 31687 2681 17426 30345 19297 3692 7356 12602 8971 570 3061 83809 58627 5029 20153 22499 17729 855 3915 4599 3311 276 1012 2411 1029 1032 350 WISH RECIPIENT AWARDS 350258 346784 0 3474 VOLUNTEER APPRECIATION 9976 9881 19 76 STAFF DEVELOPMENT 4344 3475 348 521 BANK & CREDIT CARD FEES 3735 0 3343 392 5933 1522 2863 1548 1365990 1050599 66827 248564 34260 28590 248553 346644 133500 77552 9252 39061 10451 12193 30371 19835 15135 10536 451151 514576 33865 28939 14995 5500 48860 34439 X 267291 295137 135000 185000 402291 480137 451151 514576 77846 0 X 0 1 X 0 0 X 609891 569139 564111 559609 637582 2940332 609891 569139 564111 559609 637582 2940332 749573 2190759 452 220 174 223 467 1536 2941868 2278229 0.74470 0.77990 X 30371 19835 10536 10536 X 1447436 3600 3600 1443836 0 1443836 1369590 3600 3600 1365990 0 1365990 PART X, LINE 2: 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. GALA 288119 160309 127810 95425 8485 45897 11910 288119 160309 127810 95425 8485 45897 11910 161717 -33907 X 0 0 0 0 0 0 0 0 0 BROOKDALE SENIOR LIVING SEE BELOW 750000 SEE BELOW 0 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. X WISHES 88 44086 FAIR MARKET VALUE X TRAVEL 32 30216 FAIR MARKET VALUE X GOODS 42 20526 FAIR MARKET VALUE X MEALS 4 597 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 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.