2026-04-02T14:00:33-05:00 2025-08-31 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2024-09-01 222488495 MAKE-A-WISH FOUNDATION OF NEW JERSEY INC MAKE 6093719474 1384 PERRINEVILLE ROAD MONROE TOWNSHIP NJ 088319006 THOMAS P WEATHERALL PRESIDENT & CEO 6093719474 2026-03-30 1 1 LINDSEY PIGG P01268923 7819821001 2026-03-30 2024 2025-03-06 01:10:19Z THOMAS P WEATHERALL 1384 PERRINEVILLE ROAD MONROE TOWNSHIP NJ 088319006 11988975 0 X WISH.ORG/NJ X 1983 NJ TOGETHER, WE CREATE LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESS. 13 13 31 243 0 0 8427834 8920611 8950 74725 672771 796335 -56926 -76386 9052629 9715285 5166795 4523247 0 0 3183404 3101713 0 0 1570422 1795663 2058553 10145862 9683513 -1093233 31772 20953891 21132439 1258383 1132055 19695508 20000384 X TOGETHER, WE CREATE LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES. 0 0 7248615 4523247 74725 SEE SCHEDULE O. 7248615 1 1 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 28 0 1 31 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NJ X X THOMAS P WEATHERALL 6093719474 1384 PERRINEVILLE ROAD MONROE TOWNSHIP NJ 088319006 DAVID INDURSKY CHAIRMAN 1.00 X X 0 0 0 CHRISTOPHER AVALLONE TREASURER 1.00 X X 0 0 0 CHRISTOPHER J PERRY SECRETARY 1.00 X X 0 0 0 FRANCIS X BOLTE DIRECTOR 1.00 X 0 0 0 DON DEGOYLER DIRECTOR (THRU 3/10/25) 1.00 X 0 0 0 PATRICK DUNNE DIRECTOR 1.00 X 0 0 0 STACEY-ANN EASY DIRECTOR 1.00 X 0 0 0 ERNEST FEIST DIRECTOR 1.00 X 0 0 0 MAX LEVENTHAL DIRECTOR 1.00 X 0 0 0 DAN LYNCH DIRECTOR (AS OF 1/29/25) 1.00 X 0 0 0 BRIAN MULVANEY DIRECTOR 1.00 X 0 0 0 MICHAEL OAKES DIRECTOR 1.00 X 0 0 0 JOHN REGAN DIRECTOR (AS OF 1/29/25) 1.00 X 0 0 0 ALLISON STANGEBY DIRECTOR 1.00 X 0 0 0 THOMAS P WEATHERALL PRESIDENT & CEO 40.00 X 283635 0 27410 MARIA INCIARDI CHIEF FINANCIAL OFFICER 40.00 X 145498 0 30843 CHRISTOPHER BOGUSZ CHIEF OF STAFF AND COO 40.00 X 149412 0 40996 ROSEMARIE FARR VP OF DEVELOPMENT 40.00 X 174300 0 18173 NICOLE RIVERA VP OF MISSION DELIVERY 40.00 X 115130 0 33553 SHANNON MARCOTTE MAJOR GIFT OFFICER 40.00 X 107726 0 19310 MATTHEW MCGOVERN DIRECTOR OF PLANNED GIVING 40.00 X 112753 0 26787 1088454 0 197072 7 0 1 0 0 21599 766605 8132407 1164931 8920611 WISH RELIEF FUND 900099 60000 60000 WISH ASSIST FEES 900099 14725 14725 74725 434675 434675 2219132 1857472 361660 361660 361660 336752 766605 416218 -79466 -79466 OTHER REVENUE 900099 3080 3080 3080 9715285 74725 0 719949 200000 200000 4323247 4323247 710578 376606 113693 220279 1815788 934851 327562 553375 42294 21827 7559 12908 270026 139815 47644 82567 263027 136495 46000 80532 4995 4995 96308 96308 25569 6169 2508 16892 367288 122986 33780 210522 39215 7927 26546 4742 227149 155619 17490 54040 42446 19699 2342 20405 151675 24743 2277 124655 18918 8058 3218 7642 404412 282885 30487 91040 6639 4392 1264 983 NATIONAL DUES 664659 478554 99699 86406 REPAIRS AND MAINTENANCE 5233 2923 765 1545 MISCELLANEOUS EXPENSES 2882 1819 314 749 MEMBERSHIP DUES 1165 25 1140 9683513 7248615 864476 1570422 123775 738999 408745 27781 1409842 473079 218211 166814 72048 58286 54115 34208 10574209 4024400 6598380 6549809 11048911 11866901 1019864 1216562 20953891 21132439 1001572 741306 256811 390749 1258383 1132055 X 15387645 15423699 4307863 4576685 19695508 20000384 20953891 21132439 X 31772 150227 69829 53048 X 0 1 X 1 0 X 6888118 8446155 8054750 8427834 8920611 40737468 6888118 8446155 8054750 8427834 8920611 40737468 1534088 39203380 216895 290245 336934 357068 434675 1635817 1168 7857 88188 318589 339832 755634 43128919 91525 0.90900 0.94520 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS FUNDRAISING REVENUE - 2022 AMOUNT: $ 43,125. 2023 AMOUNT: $ 317,835. 2024 AMOUNT: $ 336,752. OTHER REVENUE - 2020 AMOUNT: $ 1,168. 2021 AMOUNT: $ 7,857. 2022 AMOUNT: $ 45,063. 2023 AMOUNT: $ 754. 2024 AMOUNT: $ 3,080. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 0 4895030 307416 384300 228864 5357882 4519476 147279 432970 204695 4895030 4209934 50000 330416 70874 4519476 4979347 50000 -623436 195977 4209934 4248258 540065 791186 600162 4979347 0.41556 0.45130 0.13314 0 0 966961 966961 8727455 3388179 5339276 668978 458375 210603 210815 177846 32969 6549809 DUE FROM NATIONAL 262606 DUE FROM OTHER CHAPTERS 52101 SPLIT INTEREST AGREEMENTS 892515 RIGHT-OF-USE ASSETS - OPERATING 9340 1216562 DUE TO NATIONAL 215462 DUE TO OTHER CHAPTERS 165947 LEASE LIABILITY - OPERATING 9340 390749 X 11049895 150227 1143543 53048 1346818 9703077 96308 -84100 12208 9715285 10745019 1073714 84100 1157814 9587205 96308 96308 9683513 PART II, LINE 9: A CONSERVATION EASEMENT EXISTS WITH THE STATE OF NEW JERSEY TO PRESERVE WETLANDS ON A PORTION OF THE LAND AT THE MAKE-A-WISH NEW JERSEY FACILITY IN MONROE TOWNSHIP, NJ. THIS CONSERVATION EASEMENT HAS EXISTED SINCE THE LAND WAS DONATED IN 2010. THE LAND VALUATION IS INCLUDED IN PROPERTY AND EQUIPMENT IN THE STATEMENT OF FINANCIAL POSITION. PART V, LINE 4: THE UNRESTRICTED BOARD-DESIGNATED ENDOWMENT IS AVAILABLE FOR FACILITY OPERATIONS. NET ASSETS WITH DONOR RESTRICTIONS ARE AVAILABLE FOR THE FOLLOWING PURPOSES: TIME RESTRICTIONS, APPRECIATION ON ENDOWMENTS NOT YET APPROPRIATED AND INVESTMENTS HELD IN PERPETUITY WHEREBY THE INCOME IS EXPENDABLE TO SUPPORT PROGRAM ACTIVITIES AND FACILITY OPERATIONS OF THE FOUNDATION, AS SPECIFIED BY THE DONORS. PART X, LINE 2: THE FOUNDATION IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME AND NEW JERSEY 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 2D - OTHER ADJUSTMENTS: CHANGE IN SPLIT-INTEREST AGREEMENTS 53,048. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES MOVED FROM THE FUNCTIONAL EXPENSE STATEMENT TO THE -84,100. STATEMENT OF REVENUE PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES MOVED FROM THE FUNCTIONAL EXPENSE STATEMENT TO THE 84,100. STATEMENT OF REVENUE WALK AND ROLL FOR WISHES 183165 171949 11216 286 1560 27358 CHARITY GOLF OUTING 920192 594656 325536 4635 2944 134787 136500 108148 1103357 766605 336752 4635 2944 135073 138060 135506 416218 -79466 1 MAKE-A-WISH FOUNDATION OF AMERICA 1702 E HIGHLAND AVE STE 400 PHOENIX AZ 850164630 860481941 501C3 200000 0 N/A N/A WISH FULFILLMENT FUND 1 WISHES GRANTED 409 3090335 1232912 FMV SHOPPING SPREES, SPORTS/CAMPING EQUIPMENT, POOL/SPA/HOT TUB, ROOM MAKEOVER, PETS, PLAYHOUSES, COMPUTERS, ELECTRONICS, ENHANCEMENT GIFTS, MUSICAL EQUIPMENT, PARTIES, MEALS/GIFTS/ENTERTAINMENT /LODGING/PARK PASSES, TRANSPORTATION, AND LODGING. 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 AND/OR VOLUNTEERS 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 0 0 0 0 0 0 0 0 0 1 0 THOMAS P WEATHERALL PRESIDENT & CEO 277635 0 0 0 6000 0 0 0 27410 0 311045 0 0 0 ROSEMARIE FARR VP OF DEVELOPMENT 153775 0 250 0 20275 0 6025 0 12148 0 192473 0 0 0 CHRISTOPHER BOGUSZ CHIEF OF STAFF AND COO 149162 0 250 0 0 0 6724 0 34272 0 190408 0 0 0 MARIA INCIARDI CHIEF FINANCIAL OFFICER 116237 0 250 0 29011 0 4681 0 26162 0 176341 0 0 0 PART I, LINE 1A THE FOUNDATION PAID FOR LOCAL TRANSPORTATION FOR THE CEO'S SPOUSE TO ATTEND A DONOR DINNER. PART I, LINE 7 BONUSES ARE MADE AT THE DISCRETION OF THE PRESIDENT/CEO AND BOARD OF DIRECTORS. X WISH RELATED 1445 1124854 FAIR MARKET VALUE X MISC/OTHER 4 39374 FAIR MARKET VALUE X INVENTORY 15 703 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART III, LINE 4A THROUGH THE GENEROSITY OF OUR DONORS, THE DEDICATION OF OUR VOLUNTEERS, THE SUPPORT OF THE COMMUNITY, AND THE COMMITMENT OF OUR STAFF, MAKE-A-WISH FOUNDATION OF NEW JERSEY, INC. GRANTED 409 WISHES DURING THE YEAR ENDED AUGUST 31, 2025. AS OF AUGUST 31, 2025, 675 CHILDREN WERE IN THE WISH PIPELINE AND ELIGIBLE FOR A WISH. THE ORGANIZATION CONTINUED TO MAINTAIN A STRONG PROGRAM EXPENSE RATIO, WITH 75% OF TOTAL EXPENSES DIRECTED TO PROGRAM SERVICES DURING THE YEAR. WISH FULFILLMENT IS MADE POSSIBLE IN PART THROUGH SIGNIFICANT INKIND SUPPORT FROM CORPORATE AND COMMUNITY PARTNERS, INCLUDING TRAVEL, LODGING, TRANSPORTATION, EXPERIENCES, AND OTHER SERVICES ESSENTIAL TO GRANTING WISHES. INFORMATION REGARDING PROGRAM EXPENSES AND NONCASH CONTRIBUTIONS IS REPORTED IN PART IX, PART VIII, AND SCHEDULE M, AS APPLICABLE. AS OF AUGUST 31, 2025, THE ORGANIZATION WAS SUPPORTED BY APPROXIMATELY 250 ACTIVE VOLUNTEERS. SINCE INCEPTION, MAKE-A-WISH FOUNDATION OF NEW JERSEY, INC. HAS GRANTED OVER 12,600 WISHES. NATIONALLY, MAKE-A-WISH AMERICA HAS GRANTED MORE THAN 615,000 WISHES WORLDWIDE SINCE 1980. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY MAKE-A-WISH FOUNDATION OF NEW JERSEY'S TAX PREPARER, CLIFTONLARSONALLEN LLP, BASED ON INFORMATION SUPPLIED BY THE ORGANIZATION'S ACCOUNTING STAFF. DRAFTS OF THE FORM 990 ARE REVIEWED BY THE ORGANIZATION'S CHIEF FINANCIAL OFFICER ("CFO"). THE FINAL DRAFT IS REVIEWED BY THE ORGANIZATION'S TREASURER, BOARD CHAIRMAN, AND PRESIDENT/CEO AND IS DISTRIBUTED TO THE BOARD OF DIRECTORS ("THE BOARD"). A MEETING OF THE BOARD IS SCHEDULED PRIOR TO THE FILING OF THE DOCUMENT WITH THE IRS. THE CFO AND TREASURER PRESENT THE FORM 990 AT THIS MEETING AND ADDRESS ANY OPEN QUESTIONS/ISSUES RAISED BY THE BOARD. AT THE END OF THIS MEETING A MOTION TO APPROVE THE FORM 990 IS MADE AND VOTED ON BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER AND EMPLOYEE OF MAKE-A-WISH FOUNDATION OF NEW JERSEY (ORGANIZATION") IS RESPONSIBLE FOR SIGNING A CONFLICT OF INTEREST AND ETHICS ASSURANCE STATEMENT ANNUALLY. THE STATEMENT IS ACCOMPANIED BY THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. BY SIGNING THE DOCUMENT, THE BOARD MEMBER OR EMPLOYEE ATTESTS THAT THEY HAVE REVIEWED THE POLICY, UNDERSTAND IT AND AGREES TO BE BOUND BY IT. ALL ORGANIZATION REPRESENTATIVES ARE REQUIRED TO DISCLOSE PROMPTLY AND FULLY, ANY CONFLICT-OF-INTEREST SITUATIONS IN WHICH THEY ARE INVOLVED. IF A CONFLICT IS FOUND, THAT INDIVIDUAL MAY NOT ATTEMPT TO INFLUENCE THE ORGANIZATION'S DECISIONS AND BOARD MEMBERS MAY NOT VOTE ON WHETHER TO APPROVE OR DISAPPROVE A PARTICULAR TRANSACTION. THE BOARD MEMBER'S DISCLOSURE AND ABSTENTION FROM VOTING SHALL BE REFLECTED IN THE MINUTES OF THE MEETING AT WHICH THE DECISION IS MADE. MAKE-A-WISH FOUNDATION OF AMERICA SENDS ITS COMPLIANCE TEAM TO ALL CHAPTERS (INCLUDING THE ORGANIZATION) ON A ROTATING BASIS TO ENSURE COMPLIANCE WITH THESE PROCEDURES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. THE ORGANIZATION ALSO MAKES ITS FINANCIAL STATEMENTS AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XI, LINE 9: CHANGE IN SPLIT-INTEREST AGREEMENTS 53,048.