2026-07-01T16:28:32-05:00 2025-08-31 410746749 CLIFTONLARSONALLEN 100 FRONT STREET 7TH FLOOR WORCESTER MA 01608 990 2024-09-01 770098671 MAKE-A-WISH FOUNDATION OF CENTRAL COAST AND SOUTHERN CENTRAL VALLEY MAKE 8056769474 4001 MISSION OAKS BLVD F CAMARILLO CA 93012 PATRICIA M MULLINS CEO 8056769474 2026-06-30 1 1 LINDSEY PIGG P01268923 5087136900 2026-06-30 2024 2025-03-06 01:10:19Z PATRICIA M MULLINS 4001 MISSION OAKS BLVD F CAMARILLO CA 93012 4168165 0 X WISH.ORG/CVS X 1985 CA TOGETHER, WE CREATE LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES. 18 18 13 100 0 0 2512472 2882572 198800 81325 46801 46329 -440 -11658 2757633 2998568 1033266 1246192 0 0 677234 846866 0 11062 200900 551911 604828 2262411 2708948 495222 289620 3776710 4019541 380459 424102 3396251 3595439 X THE MAKE-A-WISH FOUNDATION OF CENTRAL COAST AND SOUTHERN CENTRAL VALLEY CREATES LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES. 0 0 2026348 1246192 81325 SEE SCHEDULE O. 2026348 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 11 0 1 13 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X PATRICIA M MULLINS 8056769474 4001 MISSION OAKS BLVD F CAMARILLO CA 93012 KARI SMITH BOARD CHAIR 1.50 X X 0 0 0 CHRIS HAGEMANN TREASURER 1.50 X X 0 0 0 PATTY ERAZO SECRETARY 1.50 X X 0 0 0 JASON AMOROSO DIRECTOR 1.50 X 0 0 0 CHRIS AYE DIRECTOR (THRU 12/31/24) 1.50 X 0 0 0 TIM DADIK DIRECTOR 1.50 X 0 0 0 AMIR HESHMATPOUR DIRECTOR 1.50 X 0 0 0 AUBREY KELLY DIRECTOR 1.50 X 0 0 0 ANDREA LIGHT DIRECTOR 1.50 X 0 0 0 CHRIS MCMORRAN DIRECTOR 1.50 X 0 0 0 ROBERT MILES DIRECTOR 1.50 X 0 0 0 NELLY MOLINA DIRECTOR (THRU 12/31/24) 1.50 X 0 0 0 KACEY MOORE DIRECTOR 1.50 X 0 0 0 ROBERT PURCELL DIRECTOR 1.50 X 0 0 0 PEGAH RABBY DIRECTOR 1.50 X 0 0 0 KRISTA SHUE DIRECTOR 1.50 X 0 0 0 MEGAN SHUMWAY DIRECTOR (AS OF 1/1/25) 1.50 X 0 0 0 ALANA SOTIRI DIRECTOR (AS OF 1/1/25) 1.50 X 0 0 0 HEIDI WHITCOMB DIRECTOR 1.50 X 0 0 0 MELISSA WHITWORTH DIRECTOR 1.50 X 0 0 0 PATRICIA M MULLINS CEO 40.00 X 216559 0 20005 216559 0 20005 1 0 1 0 SLAY EVENT MANAGEMENT AND CONSULTING 13031 VILLOSA PLACE STE 410 LOS ANGELES CA 90094 MANAGEMENT & CONSULTING SERVICES 252360 1 403 715635 2166534 944688 2882572 WISH FULFILLMENT 900099 78000 78000 WISH ASSIST FEE 900099 3325 3325 81325 45684 45684 637686 637041 645 645 645 520884 715635 532556 -11672 -11672 OTHER INCOME 900099 14 14 14 2998568 81325 0 34671 1246192 1246192 198560 117150 65525 15885 531084 292426 164242 74416 60324 33247 18661 8416 56898 32071 17981 6846 4501 2664 1481 356 1538 910 506 122 42756 42756 11062 11062 37534 37534 65089 36166 23869 5054 2887 1004 557 1326 140753 82427 41380 16946 9232 9232 74556 42104 23615 8837 13190 6604 3980 2606 14363 4251 2544 7568 161 68 76 17 10093 6084 2737 1272 349 349 CHAPTER DUES 175265 122686 24537 28042 MERCHANT FEES 11341 5 11336 MEMBERSHIP DUES 1220 294 133 793 2708948 2026348 481700 200900 418967 178099 228023 553119 124551 108437 6796 7300 2476 10348 74628 271540 98738 91601 13368 7137 2474801 2666768 433100 216793 3776710 4019541 109927 155921 22620 89760 247912 178421 380459 424102 X 3271700 3487002 124551 108437 3396251 3595439 3776710 4019541 289620 -93184 2752 0 X 0 1 X 1 0 X 1189739 1432586 1558499 2512472 2882572 9575868 1189739 1432586 1558499 2512472 2882572 9575868 515020 9060848 33889 43322 59670 46801 45684 229366 97832 474414 622205 528691 520898 2244040 12049274 283725 0.75200 0.74660 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS FUNDRAISING REVENUE - 2020 AMOUNT: $ 93,482. 2021 AMOUNT: $ 466,648. 2022 AMOUNT: $ 606,725. 2023 AMOUNT: $ 516,327. 2024 AMOUNT: $ 520,884. OTHER REVENUE - 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 7,766. 2022 AMOUNT: $ 7,480. 2023 AMOUNT: $ 1,314. 2024 AMOUNT: $ 14. GROSS GAMING INCOME - 2020 AMOUNT: $ 4,350. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 8,000. 2023 AMOUNT: $ 11,050. 2024 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 368 368 0 98370 91233 7137 7137 DUE FROM NATIONAL 63122 DUE FROM OTHER CHAPTERS 5815 SECURITY DEPOSITS 3837 RIGHT-OF-USE ASSETS - OPERATING 140765 RIGHT-OF-USE ASSETS - FINANCE 3254 216793 DUE TO NATIONAL 2294 DUE TO OTHER CHAPTERS 29951 LEASE LIABILITY - OPERATING 142737 LEASE LIABILITY - FINANCING 3439 178421 X 3056014 -93184 176492 83308 2972706 37534 -11672 25862 2998568 2856826 173740 11672 185412 2671414 37534 37534 2708948 PART X, LINE 2: THE FOUNDATION IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME AND CALIFORNIA 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, 2025 AND 2024. THE FOUNDATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND APPLICABLE STATE JURISDICTIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES MOVED FROM THE FUNCTIONAL EXPENSE STATEMENT TO THE STATEMENT OF REVENUE -11,672. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES MOVED FROM THE FUNCTIONAL EXPENSE STATEMENT TO THE STATEMENT OF REVENUE 11,672. RAMS NIGHT FOR WISHES 808783 524859 283924 5661 40000 92241 47347 104100 GALA 427736 190776 236960 2335 325 55000 57674 0 127873 1236519 715635 520884 2335 5986 95000 149915 47347 231973 532556 -11672 1 WISHES GRANTED 160 214944 1031248 FAIR VALUE TRAVEL, M&E, SUPPLIES PART I, LINE 2: FOR EACH CHILD WHO MEET ELIGIBILITY CRITERIA, A FILE IS ESTABLISHED IN ACCORDANCE WITH MAKE-A-WISH FOUNDATION PROCEDURES. THE CHILD IS INTERVIEWED BY THE WISH GRANTING STAFF TO UNDERSTAND THE CHILD'S WISH REQUEST. A WISH BUDGET IS CREATED BY WISH STAFF AND APPROVED BY WISH MANAGEMENT. WISH EXPENSES ARE GENERATED BY WISH FULFILLMENT STAFF AND REVIEWED AND APPROVED BY WISH MANAGEMENT TO ENSURE THAT COSTS ALIGN WITH THE WISH BUDGET. ONCE THE WISH HAS BEEN GRANTED AND ALL EXPENSES PAID, THE WISH FILE IS CLOSED. X X X X 0 0 0 0 0 0 0 1 0 PATRICIA M MULLINS CEO 182257 0 18226 0 16076 0 5335 0 14670 0 236564 0 0 0 PART I, LINE 7 THE CEO WAS AWARDED A BONUS PAYMENT BASED ON PERFORMANCE THAT WAS APPROVED BY THE BOARD. X 2 449799 FMV X WISH RELATED 252 475573 FAIR VALUE X OTHER 1 10000 FAIR VALUE X SPECIAL EVENTS 18 9316 FAIR VALUE 0 0 1 0 PART I, COLUMN (B): COLUMN (B) REFERS TO THE NUMBER OF CONTRIBUTIONS RECEIVED. 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 POSITIVELY AFFECT A CHILD'S MENTAL, EMOTIONAL AND PHYSICAL HEALTH, GIVING THEM THE COURAGE TO ENDURE AND 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 AN ADAPTIVE STROLLER THAT WILL ALLOW THE CHILD TO SPEND TIME OUTDOORS WITH THEIR FAMILY, A GAMING SYSTEM TO STAY CONNECTED WITH FRIENDS, A FAMILY VACATION FOR THE VERY FIRST TIME, OR THE COUNTLESS OTHER POSSIBILITIES DREAMED UP BY THE MAGICAL MIND OF A CHILD. IN SEPTEMBER 2023, THE MAKE-A-WISH FOUNDATION OF CENTRAL COAST AND SOUTHERN CENTRAL VALLEY EXPANDED THE TERRITORY IT SERVES BY ADDING FOUR ADDITIONAL COUNTIES TO ITS FOOTPRINT, EFFECTIVELY DOUBLING THE POPULATION SERVED BY THE CHAPTER. THE NUMBER OF WISHES GRANTED HAS ALSO GROWN FROM 92 IN THE FISCAL YEAR ENDING AUGUST 31, 2023, TO 160 LIFE-CHANGING WISHES IN THE FISCAL YEAR ENDING AUGUST 31, 2025. WITH THE INCREASED NUMBER OF WISHES, THE HARD COST OF WISHES HAS INCREASED AND OVERALL WISH COSTS HAVE ALSO INCREASED, SO THE NEED FOR INCREASED FUNDING IS PARAMOUNT. THE TOTAL COST OF WISHES GRANTED FOR THE FISCAL YEAR WAS $2,195,925. OF THIS AMOUNT, $169,577 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 TO BE EXCLUDED FROM BOTH REVENUE AND EXPENSE. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS HAS DELEGATED THE PRIMARY REVIEW OF THE FORM 990 TO THE CHIEF EXECUTIVE OFFICER. THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER WORKED CLOSELY WITH AN OUTSIDE ACCOUNTING FIRM TO PREPARE AND ENSURE ACCURACY OF THE FORM 990. THE FORM 990 WAS REVIEWED BY THE CHIEF EXECUTIVE OFFICER, THE TREASURER AND BOARD CHAIR PRIOR TO BEING PROVIDED TO THE BOARD OF DIRECTORS. EACH MEMBER OF THE BOARD OF DIRECTORS WAS PROVIDED WITH A COMPLETE COPY OF THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ADOPTED A "STATEMENT OF VALUES, CODE OF ETHICS AND CONFLICT OF INTEREST POLICY" WITH WHICH ALL OFFICERS, DIRECTORS, EMPLOYEES AND VOLUNTEERS ARE REQUIRED TO COMPLY AND ACKNOWLEDGE BY SIGNING, UPON THEIR INITIAL INVOLVEMENT WITH THE ORGANIZATION AND ANNUALLY THEREAFTER, AN "ANNUAL CONFLICT OF INTEREST AND ETHICS ASSURANCE STATEMENT" (THE "COI STATEMENT"). THE COI STATEMENT REQUIRES OFFICERS, DIRECTORS AND KEY EMPLOYEES TO DISCLOSE THE EXISTENCE OF ANY FAMILY AND/OR BUSINESS RELATIONSHIPS THEY MAY HAVE WITH OTHER OFFICERS, DIRECTORS OR KEY EMPLOYEES OF THE ORGANIZATION. THE SECRETARY OF THE BOARD IS CHARGED WITH ENSURING THE COI STATEMENT AND ADDENDUM ARE SIGNED EACH YEAR BY DIRECTORS, WHILE THE ORGANIZATION'S HUMAN RESOURCES DEPARTMENT IS CHARGED WITH ENSURING THOSE DOCUMENTS ARE SIGNED BY OFFICERS AND KEY EMPLOYEES. IF ANY COVERED PERSON DISCLOSES A POTENTIAL OR ACTUAL CONFLICT, THE FOLLOWING PROCEDURE IS FOLLOWED: (1) THE CONFLICTING INTEREST IS FULLY DISCLOSED TO THE BOARD; (2) THE COVERED PERSON RESPONDS TO ANY FACTUAL QUESTIONS FROM THE BOARD RELATED TO THE DISCLOSED CONFLICT; AND (3) THE BOARD, WITHOUT THE COVERED PERSON, DISCUSSES THE CONFLICT AND APPROVES OR DISAPPROVES THE PROPOSED TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD, COMPRISED SOLELY OF INDEPENDENT DIRECTORS, NONE OF WHOM HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT, WAS ACCOUNTABLE FOR SETTING A REASONABLE COMPENSATION PACKAGE FOR THE CEO. THE EXECUTIVE COMMITTEE PRESENTED THIS PACKAGE TO THE BOARD OF DIRECTORS FOR APPROVAL. THE BOARD ALSO DEVELOPED, CONSISTENT WITH THE ORGANIZATION'S PHILOSOPHY AND PRINCIPLES, THE ANNUAL PERFORMANCE GOALS AND CRITERIA TO BE USED IN DETERMINING VARIABLE COMPENSATION CRITERIA FOR THE CEO. THE ORGANIZATION ALSO GATHERED BENCHMARKING DATA RELEVANT TO CEO'S FROM COMPARABLE SOUTHERN CALIFORNIA NONPROFIT ORGANIZATIONS AND OTHER MAKE-A-WISH CHAPTERS. THE ORGANIZATION'S CONTEMPORANEOUSLY WRITTEN RECORDS INCLUDED THE (1) TERMS OF THE COMPENSATION ARRANGEMENTS; (2) A DESCRIPTION OF THE COMPARABLE DATA RELIED UPON BY THE EXECUTIVE COMMITTEE; AND (3) DOCUMENTATION OF THE DECISION MADE BY THE BOARD OF DIRECTORS. THIS PROCESS WAS LAST PERFORMED DURING FISCAL 2025. THE FOUNDATION DOES NOT HAVE OTHER OFFICERS WHO ARE COMPENSATED AND DOES NOT HAVE OTHER EMPLOYEES WHO MEET THE DEFINITION OF KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 WHILE FEDERAL TAX LAWS DO NOT MANDATE THAT THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS BE MADE AVAILABLE FOR PUBLIC INSPECTION-THE ORGANIZATION MAKES THESE DOCUMENTS AVAILABLE UPON REQUEST. AUDITED FINANCIAL STATEMENTS AND THE IRS FORM 990 ARE ALSO MADE AVAILABLE ON THE FOUNDATION'S WEBSITE.