2026-07-01T10:29:04-05:00 2025-08-31 410746749 CLIFTONLARSONALLEN 100 FRONT STREET 7TH FLOOR WORCESTER MA 01608 990 2024-09-01 133344306 MAKE-A-WISH FOUNDATION OF THE HUDSON VALLEY MAKE 9144788474 832 SOUTH BROADWAY TARRYTOWN NY 105919998 KRISTINE BURTON PRESIDENT & CEO 9144788474 2026-07-01 1 1 LINDSEY PIGG P01268923 5087136900 2026-07-01 2024 2025-03-06 01:10:19Z KRISTINE BURTON 832 SOUTH BROADWAY TARRYTOWN NY 105919998 3258497 0 X WISH.ORG/HUDSON X 1986 NY TOGETHER, WE CREATE LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES. 20 20 11 265 0 0 3118402 2810467 3450 4125 38359 47806 -33032 -39805 3127179 2822593 1339337 1397422 0 0 988092 1043724 8000 50 462582 637017 643703 2972446 3084899 154733 -262306 3096871 2968076 736326 705559 2360545 2262517 X TOGETHER, WE CREATE LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES. 0 0 2144129 1397422 4125 SEE SCHEDULE O. 2144129 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 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 4 0 1 11 1 0 0 0 0 0 1 1 0 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 NY X X KRISTINE BURTON 9144788474 832 SOUTH BROADWAY TARRYTOWN NY 105919998 ANDREW QUINN BOARD CHAIR 1.00 X X 0 0 0 JESSICA ROSH VICE CHAIR 1.00 X X 0 0 0 JEAN CHRISTOPHE LIONTI SECRETARY 1.00 X X 0 0 0 ELIZABETH BARZELATTO TREASURER 1.00 X X 0 0 0 PAIGE CASEY DIRECTOR 1.00 X 0 0 0 JOSEPH DICARLO DIRECTOR 1.00 X 0 0 0 BRIAN DOYLE DIRECTOR 1.00 X 0 0 0 ELIZABETH ELSER DIRECTOR 1.00 X 0 0 0 CHRISTOPHER FELDMAN DIRECTOR 1.00 X 0 0 0 HOWARD FIELDS DIRECTOR 1.00 X 0 0 0 DEBBIE FLYNN DIRECTOR 1.00 X 0 0 0 DANA GREEN DIRECTOR 1.00 X 0 0 0 JASON KAPLAN DIRECTOR 1.00 X 0 0 0 SHANNON KING DIRECTOR 1.00 X 0 0 0 GERRY RYAN DIRECTOR 1.00 X 0 0 0 AMIT SHARMA DIRECTOR 1.00 X 0 0 0 CATHY SIFRE DIRECTOR 1.00 X 0 0 0 KARL THIMM DIRECTOR 1.00 X 0 0 0 GERARD VILLUCCI DIRECTOR 1.00 X 0 0 0 GEORGE WHITEHEAD DIRECTOR 1.00 X 0 0 0 KRISTINE BURTON PRESIDENT & CEO 40.00 X 190793 0 14169 DENISE D'AMICO CHIEF MISSION OFFICER 40.00 X 128396 0 12200 319189 0 26369 2 0 1 0 0 725360 2085107 434442 2810467 WISH ASSIST FEES 900099 4125 4125 4125 47806 47806 76601 76601 0 315985 725360 359303 -43318 -43318 MERCHANDISE SALES 900099 1951 1951 LEASE TERMINATION 900099 1562 1562 3513 2822593 4125 0 8001 1397422 1397422 203710 93707 50927 59076 670305 308341 167576 194388 19198 8098 6056 5044 66887 30768 16722 19397 83624 38467 20906 24251 51073 51073 50 50 6530 6530 55174 131 55043 497 497 73978 16843 12681 44454 14368 1590 9299 3479 127396 58602 31849 36945 8390 936 4449 3005 31105 5689 4883 20533 914 427 225 262 7848 3610 1962 2276 499 499 CHAPTER DUES 255713 178999 35800 40914 MERCHANT FEES 7016 7016 MEMBERSHIP DUES 3202 2207 995 3084899 2144129 478188 462582 428601 389022 521422 569217 194446 100233 1096 45 9427 6600 83077 47541 100846 90805 6101 10041 1262342 1352685 590359 492692 3096871 2968076 179038 188758 75083 112589 482205 404212 736326 705559 X 2245796 2058806 114749 203711 2360545 2262517 3096871 2968076 -262306 49505 114773 0 X 0 1 X 1 0 X 2109412 2589696 3026940 3118402 2810467 13654917 2109412 2589696 3026940 3118402 2810467 13654917 814913 12840004 31233 35592 39828 43003 47806 197462 8791 136072 217868 291523 319498 973752 14826131 11947 0.86600 0.87650 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS FUNDRAISING EVENT REVENUE - 2020 AMOUNT: $ 6,870. 2021 AMOUNT: $ 136,072. 2022 AMOUNT: $ 217,180. 2023 AMOUNT: $ 290,912. 2024 AMOUNT: $ 315,985. OTHER INCOME - 2020 AMOUNT: $ 1,921. 2022 AMOUNT: $ 688. 2023 AMOUNT: $ 611. 2024 AMOUNT: $ 3,513. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4303 4303 4303 4303 4303 4303 4303 4303 4303 4303 0.00000 1.00000 0.00000 0 0 31045 31045 0 69801 59760 10041 10041 DUE FROM NATIONAL 87641 DUE FROM OTHER CHAPTERS 34674 SECURITY DEPOSITS 8416 RIGHT-OF-USE ASSETS - FINANCE 27067 RIGHT-OF-USE ASSETS - OPERATING 334894 492692 DUE TO NATIONAL 10046 DUE TO OTHER CHAPTERS 20638 LEASE LIABILITY - OPERATING 346153 LEASE LIABILITY - FINANCING 27375 404212 X 3247750 49505 338864 388369 2859381 6530 -43318 -36788 2822593 3345778 224091 43318 267409 3078369 6530 6530 3084899 PART V, LINE 4: THE INCOME FROM THE ENDOWMENT FUND WILL BE USED IN THE FOUNDATION'S WISH GRANTING ACTIVITIES. PART X, LINE 2: THE FOUNDATION IS A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME AND NEW YORK STATE INCOME TAXES UNDER THE PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE NEW YORK STATE TAX 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 EVENT EXPENSES MOVED FROM THE FUNCTIONAL EXPENSE STATEMENT TO THE STATEMENT OF REVENUE -43,318. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES MOVED FROM THE FUNCTIONAL EXPENSE STATEMENT TO THE STATEMENT OF REVENUE 43,318. GALA 595228 392089 203139 16985 54895 78920 31333 48098 WALK FOR WISHES 146361 128112 18249 6034 4368 1683 1800 14031 3 299756 205159 94597 14855 57815 2310 26176 1041345 725360 315985 23019 74118 138418 35443 88305 359303 -43318 1 WISHES GRANTED 145 212904 1184518 FMV 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 0 0 0 0 0 0 0 1 0 KRISTINE BURTON PRESIDENT & CEO 185293 0 5500 0 0 0 5610 0 8559 0 204962 0 0 0 PART I, LINE 7 THE AMOUNT WAS A DISCRETIONARY BONUS SET BY THE BOARD IN CONNECTION WITH THE CHAPTER'S PERFORMANCE. X 1 40855 FMV X WISH-RELATED 172 383196 FMV X SPECIAL EVENT 7 8351 FMV X OTHER 1 2040 FMV 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 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 HUDSON VALLEY GRANTED 145 LIFE CHANGING WISHES IN THE FISCAL YEAR ENDING AUGUST 31, 2025. THE TOTAL COST OF WISHES GRANTED FOR THE FISCAL YEAR WAS $2,358,490. OF THIS AMOUNT, $214,361 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 B, LINE 11B 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 TREASURER. THE RETURN WAS THEN PRESENTED TO THE AUDIT COMMITTEE 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 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, MANAGEMENT IF THE STATEMENTS ARE FROM STAFF, AND THE PRESIDENT/CEO IF THE STATEMENTS ARE FROM THE BOARD MEMBERS. REVIEW OF THE STATEMENTS IS MONITORED BY THE DIRECTOR OF PROGRAM SERVICES AND OPERATIONS. THE PROCEDURES FOR ADDRESSING ANY CONFLICTS OF INTEREST OF WHICH THE PRESIDENT/CEO 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 15A THE BOARD CHAIR ALONG WITH THE EXECUTIVE COMMITTEE REVIEWED COMPENSATION STUDIES. THE STUDY BROKE DOWN CEO COMPENSATION FOR COMPARABLE CHAPTERS. IN ADDITION, THE BOARD WAS ASKED TO COMPLETE PERFORMANCE EVALUATIONS FOR THE CEO AND THOSE RESULTS WERE SUMMARIZED BY THE BOARD CHAIR AND COMMUNICATED WITH THE CHAPTER CEO. AFTER DISCUSSION WITH THE BOARD, THE CEO'S COMPENSATION WAS APPROVED, DOCUMENTED, AND DIRECTED THE CHAPTER TO MAKE THE ADJUSTMENT. THIS PROCESS WAS LAST COMPLETED IN FISCAL 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.