2026-06-15T09:12:18-05:00 2025-08-31 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2024-09-01 541429614 MAKE-A-WISH FOUNDATION OF GREATER VIRGINIA MAKE 8042179474 2810 N PARHAM ROAD 302 RICHMOND VA 23294 RACHAEL SCHRINEL PRESIDENT & CEO 8042179474 2026-06-05 1 1 LINDSEY PIGG P01268923 7819821001 2026-06-05 2024 2025-03-06 01:10:19Z RACHAEL SCHRINEL 2810 N PARHAM ROAD 302 RICHMOND VA 23294 3327163 0 X WISH.ORG/VA X 1987 VA TOGETHER, WE CREATE LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES. 20 20 19 209 0 0 3703747 3094603 0 1200 90141 45299 8208 5262 3802096 3146364 1767034 1473316 0 0 1249168 1196094 1088 0 688136 524878 607077 3542168 3276487 259928 -130123 2310958 2144403 528210 436127 1782748 1708276 X TOGETHER, WE CREATE LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES. 0 0 2160810 1473316 1200 SEE SCHEDULE O. 2160810 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 10 0 1 19 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 VA X X RACHAEL SCHRINEL 8042179474 2810 N PARHAM ROAD 302 RICHMOND VA 23294 SCOTT MERITHEW VICE CHAIR 2.00 X X 0 0 0 MICHAEL GALLAGHER CHAIR 2.00 X X 0 0 0 BILL HOWARD TREASURER 2.00 X X 0 0 0 SEAN HICKS SECRETARY 2.00 X X 0 0 0 MATTHEW T BROWN DIRECTOR (AS OF 5/13/25) 1.00 X 0 0 0 KERRI CARTER MD DIRECTOR 1.00 X 0 0 0 WILL CROPPER DIRECTOR 1.00 X 0 0 0 DOMENICA ESTES DIRECTOR 1.00 X 0 0 0 LINDSEY GELFAND DIRECTOR 1.00 X 0 0 0 ROBERT GIBBS DIRECTOR 1.00 X 0 0 0 MELISSA GRIFFITH DIRECTOR 1.00 X 0 0 0 DR MICHAEL HAINSTOCK DIRECTOR 1.00 X 0 0 0 MARK HUTCHINSON DIRECTOR 1.00 X 0 0 0 CATHY KEIGER DIRECTOR 1.00 X 0 0 0 DR DANIEL TREY LEE DIRECTOR 1.00 X 0 0 0 JEFF MARKLIN DIRECTOR 1.00 X 0 0 0 JEREMY OBERHOLTZER DIRECTOR 1.00 X 0 0 0 MIKE PRESSENDO DIRECTOR 1.00 X 0 0 0 JOSEPH SCARPA DIRECTOR 1.00 X 0 0 0 SHANNON SHOWALTER DIRECTOR 1.00 X 0 0 0 MEREDITH THROWER DIRECTOR (THRU 1/18/25) 1.00 X 0 0 0 MATTHEW WEBER DIRECTOR (THRU 12/27/25) 1.00 X 0 0 0 SHERI LAMBERT PRESIDENT AND CEO THRU 5/23/25 40.00 X 213494 0 41136 KATIE MCGEE INTERIM PRESIDENT AND CEO 40.00 X 95095 0 8128 308589 0 49264 1 0 1 0 0 8320 461042 2625241 650126 3094603 WISH ASSIST FEE 900099 1200 1200 1200 45054 45054 2504 11812 1828 12243 676 -431 245 245 148890 461042 166728 -17838 -17838 23100 0 23100 23100 3146364 1200 0 50561 180000 180000 1293316 1293316 323193 91162 135519 96512 714783 288491 88994 337298 38807 15244 5373 18190 38481 17751 4320 16410 80830 29907 16974 33949 50495 50495 952 952 59479 1070 57831 578 6134 6134 76594 20737 8207 47650 18104 5850 3684 8570 71337 26395 14980 29962 6288 1926 71 4291 6308 709 1074 4525 521 193 109 219 8492 3142 1783 3567 499 499 CHAPTER DUES 262317 183622 36724 41971 BAD DEBT 36520 36520 MEMBERSHIP DUES 2150 796 451 903 MERCHANT FEES 887 887 3276487 2160810 427541 688136 248598 674061 1181474 476692 558 7496 61031 123098 77606 79681 40845 25281 10398 15564 324154 355722 407139 412089 2310958 2144403 159167 80848 30900 54974 338143 300305 528210 436127 X 927150 1036753 855598 671523 1782748 1708276 2310958 2144403 -130123 19813 35838 0 X 0 1 X 1 0 X 2118846 2357272 3385757 3703747 3094603 14660225 2118846 2357272 3385757 3703747 3094603 14660225 345414 14314811 13158 14222 16651 15084 45054 104169 13063 29168 28787 145696 171990 388704 15153098 2100 0.94470 0.95180 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS FUNDRAISING REVENUE - 2020 AMOUNT: $ 12,107. 2021 AMOUNT: $ 28,672. 2022 AMOUNT: $ 28,787. 2023 AMOUNT: $ 137,488. 2024 AMOUNT: $ 148,890. OTHER REVENUE - 2020 AMOUNT: $ 956. 2021 AMOUNT: $ 496. GROSS GAMING REVENUE - 2023 AMOUNT: $ 8,208. 2024 AMOUNT: $ 23,100. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 130726 15225 145951 111288 19438 130726 108353 8986 6051 111288 100667 35000 -18469 8845 108353 83867 16800 100667 0.00000 0.58195 0.41805 0 0 4688 4688 0 36157 20593 15564 15564 DUE FROM NATIONAL 156266 DUE FROM OTHER CHAPTERS 1847 SECURITY DEPOSIT 5425 RIGHT-OF-USE ASSETS- OPERATING 242782 RIGHT-OF-USE ASSETS- FINANCING 5769 412089 DUE TO NATIONAL 8333 DUE TO OTHER CHAPTERS 37641 LEASE LIABILITY- OPERATING 247964 LEASE LIABILITY- FINANCING 6367 300305 X 3514419 19813 331356 351169 3163250 952 -17838 -16886 3146364 3588891 295518 295518 3293373 952 -17838 -16886 3276487 PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUND IS TO PROVIDE RESOURCES TO GRANT THE WISHES OF CHILDREN WITH CRITICAL ILLNESS. PART X, LINE 2: THE FOUNDATION IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME AND VIRGINIA TAXES UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3) AND SECTION 58.1 OF THE VIRGINIA CODE. 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 EVENTS MOVED TO STATEMENT OF REVENUE -17,838. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS MOVED TO STATEMENT OF REVENUE -17,838. WISH BALL 387120 271138 115982 8598 42391 4465 20284 52614 TRAILBLAZE 152384 125211 27173 443 16353 8628 0 5310 3 70428 64693 5735 1778 3073 2791 609932 461042 148890 9041 60522 16166 20284 60715 166728 -17838 23100 0 23100 23100 VA 1 0 0 0 0.00000 1.00000 BETSEY ODELL 2810 N PARHAM ROAD SUITE 302 RICHMOND VA 23294 0 23100 0 BETSEY O'DELL 110000 SET UP ONECAUSE TO LIST PARTICIPANT NAME, LIST ITEMS AND PROCESS PROCEEDS ON THE DAY OF THE EVENT. X 0 0 1 MAKE-A-WISH FOUNDATION OF AMERICA 1702 E HIGHLAND AVENUE 400 PHOENIX AZ 85016 860481941 501(C)(3) 180000 0 WISH FULFILLMENT FUND 1 0 WISHES GRANTED 178 271777 1021539 FMV TRAVEL, M&E, SUPPLIES PART I, LINE 2: CHAPTERS WITH CAPACITY CAN GRANT WISHES FOR PEER CHAPTERS WHO ARE FACING LIMITATIONS TO MEET THEIR LOCAL WISH GRANTING DEMAND. THESE CHAPTERS PROVIDING THE WISH RELIEF, ARE PAID AN AMOUNT EQUIVALENT TO THE AVERAGE COST OF A WISH. UNDER THIS PROGRAM, THE FOUNDATION PAID TO FACILITATE THE GRANTING OF WISHES ON THE FOUNDATION'S BEHALF. 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 0 0 0 0 0 1 1 0 0 SHERI LAMBERT PRESIDENT AND CEO THRU 5/23/25 189021 0 23599 0 874 0 11114 0 30022 0 254630 0 0 0 PART I, LINE 7 PRESIDENT AND CEO SHERI LAMBERT RECEIVED $23,599.23 AS BONUS AND INCENTIVE IN DECEMBER 2024. THIS AMOUNT IS DETERMINED BASED ON THE QUALIFYING CRITERIAS FOR BONUS APPROVED BY THE BOARD OF DIRECTORS FOR THE CEO. X 1 1657 FMV X WISH-RELATED 242 581612 FMV X SPECIAL EVENTS 28 49136 FMV X OTHER 17 17721 FMV 0 0 1 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN (B) REFERS TO THE NUMBER OF CONTRIBUTIONS RECEIVED. 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 GIVE THEM THE COURAGE TO 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 A PRINCESS PARTY, SWIM WITH THE DOLPHINS, OR THE COUNTLESS OTHER POSSIBILITIES DREAMED UP BY THE MAGICAL MIND OF A CHILD. THE MAKE-A-WISH FOUNDATION OF GREATER VIRGINIA GRANTED 178 LIFE CHANGING WISHES IN THE FISCAL YEAR ENDING AUGUST 31, 2025. THE TOTAL COST OF WISHES GRANTED FOR THE FISCAL YEAR WAS $2,443,705. OF THIS AMOUNT, $282,894 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 BE EXCLUDED FROM BOTH REVENUE AND EXPENSE. FORM 990, PART VI, SECTION A, LINE 1A ACTIVE COMMITTEES INCLUDE THE BELOW: EXECUTIVE COMMITTEE- THE PURPOSE OF THE EXECUTIVE COMMITTEE IS TO LEAD THE BOARD OF DIRECTORS OF MAKE-A-WISH GREATER VIRGINIA IN THE ORDERLY AND FAIR GOVERNANCE OF MAKE-A-WISH GREATER VIRGINIA BY, AMONG OTHER THINGS, ACTING ON BEHALF OF THE BOARD WITHIN THE SCOPE OF THE COMMITTEE'S AUTHORITY AND OVERSEEING THE FUNCTIONS, OPERATIONS, AND ACTIVITIES OF THE BOARD AND ITS COMMITTEES. MEMBERS INCLUDE SCOTT MERITHEW, MIKE GALLAGHER,SEAN HICKS, BILL HOWARD, JOE SCARPA, MIKE PRESSENDO, AND WILL CROPPER. BOARD DEVELOPMENT COMMITTEE- THE BOARD DEVELOPMENT COMMITTEE IDENTIFIES, RECRUITS, NOMINATES, AND MONITORS PERFORMANCE OF ALL CANDIDATES TO THE BOARD WITH AN EYE TO THE FUTURE OF THE ORGANIZATION. THIS COMMITTEE ALSO RECOMMENDS QUALIFIED CANDIDATES FOR BOARD OFFICER POSITIONS. MEMBERS INCLUDE JOE SCARPA, RASHONDA ADKINS, MATTHEW BROWN, LINDSEY GELFAND, BILL HOWARD, AND SHANNON SHOWALTER. THE FUND DEVELOPMENT COMMITTEE- THE FUND DEVELOPMENT COMMITTEE IS RESPONSIBLE FOR INITIATING, IMPLEMENTING AND LEADING DIVERSIFIED FUND RAISING AND FRIEND RAISING PROGRAMS FOR THE ORGANIZATION. THE COMMITTEE REPORTS TO THE MAKE-A-WISH GREATER VIRGINIA BOARD OF DIRECTORS AND IS LED BY A CHAIR APPOINTED BY THE BOARD. CHAPTER DEVELOPMENT STAFF SUPPORT AND ADVISE THE COMMITTEE ON FUNDRAISING INITIATIVES. MEMBERS INCLUDE SCOTT MERITHEW , GINGER BOWER, ROBERT GIBBS, MELISSA GRIFFITH, MICHAEL HAINSTOCK, CATHY KEIGER , DANIEL LEE, JEREMY PBERHOLTZER, AND NEAL PIPER. MARKETING COMMITTEE- THE MARKETING COMMITTEE ASSISTS MAKE-A-WISH GREATER VIRGINIA BY DEVELOPING STRATEGIES DESIGNED TO HELP THE FOUNDATION ACHIEVE ITS SHORT-TERM AND LONG-TERM MARKETING, COMMUNICATIONS, AND PUBLIC RELATIONS GOALS ACROSS THE CHAPTER, INCLUDING BUILDING STRATEGIC RELATIONSHIPS WITH STAKEHOLDERS, PROVIDING PROFESSIONAL SUPPORT AS APPROPRIATE, AND MONITORING PRINT AND DIGITAL ACTIVITIES. THE GREATEST OPPORTUNITIES FOR THIS COMMITTEE ARE BRAND-FOCUSED STRATEGIC CONTENT; COMMUNITY ENGAGEMENT AND EXPAND AWARENESS; AND SUPPORT DEVELOPMENT. MEMBERS INCLUDE SABRINA SMITH, KERRI CARTER,CRAIG WILKINSON, MIKE PRESSENDO, AND MATTHEW WEBER. FINANCE COMMITTEE- TO ENSURE THE ORGANIZATION'S FINANCIAL STABILITY AND INTEGRITY BY PROVIDING OVERSIGHT OF ITS FINANCIAL RESULTS AND POSITION, ITS INVESTMENTS AND INTERNAL CONTROLS, AND BY DEVELOPING FINANCIAL POLICY FOR RECOMMENDATION TO THE FULL BOARD. THE COMMITTEE IS ALSO CHARGED WITH MANAGING THE AUDIT PROCESS, REVIEWING AUDIT REPORTS, REVIEWING THE INVESTMENTS OF THE ORGANIZATION, AND OVERSEEING THE BUDGET PROCESS. MEMBERS INCLUDE BILL HOWARD, DOMENICA ESTES, DONNA HILDEBRAND, MARK HUTCHINSON, JEFF MARKLIN , AND ANDREA STONE FORM 990, PART VI, SECTION B, LINE 11B THE OFFICERS AND MANAGEMENT REVIEW ALONG WITH THE FULL BOARD PRIOR TO FILING. THE FOUNDATION WORKED CLOSELY WITH AN INDEPENDENT PUBLIC ACCOUNTING FIRM ENGAGED TO PREPARE THE FORM 990. THE DRAFT FORM 990 PREPARED BY THE ACCOUNTING FIRM WAS REVIEWED AND APPROVED BY THE FOUNDATION'S PRESIDENT & CEO. THE RETURN WAS THEN PRESENTED TO THE EXECUTIVE COMMITTEE/OFFICERS OF THE BOARD, COMPOSED OF FINANCIAL PROFESSIONALS, FOR THEIR REVIEW. SUBSEQUENT TO THE COMMITTEE'S APPROVAL, A COMPLETE COPY OF THE FORM 990 WAS PROVIDED TO ALL VOTING MEMBERS 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 PRESIDENT/CEO'S COMPENSATION WAS DETERMINED BY THE EXECUTIVE COMMITTEE, 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 AND BY NATIONAL BENCHMARKING ORGANIZATIONS. THE DISCUSSIONS AND DECISIONS WERE CONTEMPORANEOUSLY DOCUMENTED. DOCUMENTATION INCLUDES THE TERMS OF THE TRANSACTION AND THE DATE IT WAS APPROVED, THE MEMBERS PRESENT DURING DELIBERATIONS AND THOSE WHO VOTED ON IT, AND THE COMPARABILITY DATA RELIED UPON AND HOW IT WAS OBTAINED. FORM 990, PART VI, SECTION B, LINE 15B THE FOUNDATION DOES NOT HAVE OTHER OFFICERS WHO ARE COMPENSATED AND HAS NO EMPLOYEES WHO MEET THE DEFINITION OF KEY EMPLOYEES BESIDES THE PRESIDENT & CEO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.