Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | 1,762,636 | 2,314,214 | 1,930,560 | 2,173,929 | 2,329,252 | 10,510,591 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 1,762,636 | 2,314,214 | 1,930,560 | 2,173,929 | 2,329,252 | 10,510,591 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 200,318 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 10,310,273 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 1,762,636 | 2,314,214 | 1,930,560 | 2,173,929 | 2,329,252 | 10,510,591 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 4,625 | 8,530 | 3,734 | 13,968 | 7,273 | 38,130 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 172,076 | 133,582 | 211,523 | 118,028 | 125,223 | 760,432 |
| 11 | Total support Add lines 7 through 10. | 11,309,153 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513.. | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| PART II, LINE 10 - OTHER INCOME | DESCRIPTION 2010 2011 2012 2013 2014 GROSS FUNDRAISING REVENUE $150,165 $133,582 $208,148 $116,181 $125,223 INCOME FROM INVENTORY SALE $21,911 $- $3,375 $1,847 $- TOTAL $172,076 $138,582 $211,523 $118,028 $125,223 |
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Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PART I, LINE 1 | THE MAKE-A-WISH FOUNDATION OF UTAH GRANTS THE WISHES OF CHILDREN WITH LIFE-THREATENING MEDICAL CONDITIONS TO ENRICH THE HUMAN EXPERIENCE WITH HOPE, STRENGTH AND JOY. |
| FORM 990, PART III, LINE 1 | THE MAKE-A-WISH FOUNDATION OF UTAH GRANTS THE WISHES OF UTAH CHILDREN WITH LIFE-THREATENING MEDICAL CONDITIONS TO ENRICH THE HUMAN EXPERIENCE WITH HOPE, STRENGTH AND JOY. IT IS OUR VISION THAT EVERYONE EVERYWHERE WILL HAVE AN OPPORTUNITY TO "SHARE THE POWER OF A WISH". PARTICIPATION IN A WISH EXPERIENCE ENRICHES FAR MORE THAN THE CHILD AND FAMILY. IT ALSO GIVES HOPE, STRENGTH AND JOY TO THE COMMUNITIES THAT GATHER TO SUPPORT, WITNESS, FULFILL, AND CELEBRATE IT. WE SERVE THE STATE UTAH CHILDREN BETWEEN 2 1/2 AND 18 WHOSE PHYSICIANS HAVE DIAGNOSED A DEGENERATIVE, PROGRESSIVE, OR MALIGNANT ILLNESS THAT PUTS THEIR LIVES IN JEOPARDY. A CHILD'S PHYSICIAN IS ALWAYS PART OF OUR TEAM, AND WE TRY TO SERVE EACH CHILD AT THE POINT IN THE ILLNESS WHEN A WISH CAN MAKE THE MOST DIFFERENCE. MANY OF THOSE CHILDREN WILL BE SURVIVORS. ALL OF THEM WILL BE HEALED, LIFTED, AND RENEWED BY THE EXPERIENCE. "IT IS THE SPIRITUAL AND EMOTIONAL THINGS THAT SHE RESPONDS TO, SOMETIMES EVEN MORE THAN THE MEDICINE." |
| FORM 990, PART III, LINE 4A | WISH GRANTING: WE GRANT ONE PERSONAL, HEARTFELT WISH TO EVERY MEDICALLY-ELIGIBLE UTAH CHILD BETWEEN THE AGES OF 2.5 AND 18 WHO HAS A LIFE-THREATENING MEDICAL CONDITION AS DETERMINED BY THE CHILD'S OWN PHYSICIAN. IN FY 2015, WE GRANTED 171 WISHES WITH AN ADDITIONAL 116 WISHES APPROVED AND PENDING, IN SOME STAGE OF DELIVERY, AS THE YEAR ENDED. WE SERVED 840 IMMEDIATE FAMILY MEMBERS WHO DIRECTLY PARTICIPATED IN THESE WISHES. ADDITIONALLY, WE PROVIDE LOCAL PLANNING, LOGISTICS, AND SUPPORT FOR CHILDREN WHO ARE VISITING UTAH FROM ANOTHER STATE IN FULFILLMENT OF A WISH TAKING PLACE HERE IN UTAH. MAKE-A-WISH UTAH MANAGES AN EXTENSIVE VOLUNTEER PROGRAM THAT PROVIDES TRAINING AND DEVELOPMENT TO OUR VOLUNTEERS WHO HELP US GRANT WISHES AND SUPPORT US IN A MYRIAD OF WAYS. A MEDICAL OUTREACH PROGRAM DEVELOPS REFERRALS OF MEDICALLY-ELIGIBLE CHILDREN FROM HEALTH CARE PROVIDERS AT HOSPITALS, AND CLINICS. THE DIRECT COST OF WISHES GRANTED FOR THE FISCAL YEAR WAS $2,177,697. OF THIS AMOUNT, $264,326 WAS CONTRIBUTED BY VARIOUS DONORS WHO PROVIDED IN-KIND CONTRIBUTIONS FOR WISH GRANTING (TRAVEL, LODGING, AND OTHER SERVICES OR USE OF FACILITIES TO COMPLETE A CHILD'S WISH). FOR FINANCIAL STATEMENT PURPOSES, THESE AMOUNTS ARE INCLUDED AS CONTRIBUTION REVENUE AND DIRECT WISH EXPENSES. FOR FORM 990, HOWEVER, THE IRS REQUIRES THE $264,326 OF CONTRIBUTED SERVICES AND USE OF FACILITIES BE EXCLUDED FROM BOTH REVENUE AND EXPENSES. |
| FORM 990, PART III, LINE 4B | WISH FAMILY SUPPORT: AN ADDED BENEFIT TO BEING A WISH CHILD IN UTAH IS OUR CHAPTER'S CONTINUING INVOLVEMENT WITH WISH FAMILIES THROUGH FAMILY EVENTS (EASTER EGG HUNT, TRICK-OR-TREAT, PRINCESS PARTY). WE ALSO FACILITATE THE DISTRIBUTION OF EVENT TICKETS TO WISH FAMILIES WHEN OFFERED TO US FROM VARIOUS SPORTS AND ENTERTAINMENT VENUES IN THE AREA. IN ADDITION TO ATTENDING THE DESIRED EVENTS, THESE FAMILY EVENTS PROVIDE OUR WISH FAMILES THE OPPORTUNITY TO REUNITE AND NETWORK WITH OTHER WISH FAMILIES FOR SUPPORT AND COMARADERIE. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FOUNDATION CFO/COO WORKED CLOSELY WITH AN INDEPENDENT PUBLIC ACCOUNTING FIRM ENGAGED TO PREPARE THE RETURN. THE DRAFT RETURN PREPARED BY THE ACCOUNTING FIRM WAS REVIEWED BY THE FOUNDATION'S CEO. THE RETURN WAS THEN PRESENTED TO THE EXECUTIVE COMMITTEE AND FINANCE COMMITTEE OF THE BOARD, COMPOSED OF FINANCIAL PROFESSIONALS, FOR REVIEW AND COMMENTS. SUBSEQUENT TO THE COMMITTEE'S APPROVAL, A FINAL VERSION WAS PROVIDED TO ALL VOTING BOARD MEMBERS 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 COORDINATOR IF THEY ARE FROM VOLUNTEERS, AND THE CEO IF FROM STAFF AND BOARD MEMBERS. REVIEW OF THE STATEMENTS IS MONITORED BY THE CHIEF EXECUTIVE OFFICER. THE PROCEDURES FOR ADDRESSING ANY CONFLICTS OF INTEREST OF WHICH THE CHIEF EXECUTIVE OFFICER BECOMES AWARE INCLUDES, BUT ARE NOT LIMITED TO, THE FOLLOWING: (1) DETERMINING 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 | LINE 15A FOR 2014 COMPENSATION, THE CEO'S COMPENSATION WAS DETERMINED BY THE BOARD OF DIRECTORS, CONSISTING OF INDEPENDENT PERSONS. IT WAS REVIEWED AGAINST NATIONAL BENCHMARKING SALARY STUDIES, SURVEYS DONE EVERY FEW YEARS BY MAKE-A-WISH FOUNDATION OF AMERICA, AND BY LOCAL SALARY SURVEYS CONDUCTED BY STATE ORGANIZATIONS LIKE THE UTAH NONPROFITS ASSOCIATION AND BY NATIONAL BENCHMARKING ORGANIZATIONS. THE BOARD'S DISCUSSIONS AND DECISIONS WERE CONTEMPORANEOUSLY DOCUMENTED. LINE 15B: THE SAME PROCESS LISTED ABOVE IS USED FOR OTHER STAFF, USING THE SAME INSTRUMENTS. SALARIES FOR STAFF OTHER THAN THE CEO ARE DECIDED BY THE 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 | WE HAVE A FULL SCOPE, EXTERNAL AUDIT EACH YEAR. OUR AUDITED FINANCIAL STATEMENTS FOR THE PAST TWO YEARS ARE POSTED, ALONG WITH OUR FORM 990, ON OUR WEBSITE. THE FOUNDATION'S BY-LAWS, ARTICLES, CONFLICT OF INTEREST POLICIES AND FORMS ARE ALSO AVAILABLE ON REQUEST. |
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