Nonprofit · EIN 03-0323013
MAKE A WISH FOUNDATION OF VERMONT & NORTHEAST NEW YORK INC
Tax-exempt · SHELBURNE, VT 05482
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $2,678,152 | $3,004,374 | -$326,222 | $8,733,970 | $788,437 | $7,945,533 |
| August 31, 2024 | 990 | $1,502,197 | $1,426,990 | $75,207 | $3,542,413 | $142,665 | $3,399,748 |
| August 31, 2023 | 990 | $1,509,748 | $1,396,278 | $113,470 | $3,394,278 | $121,139 | $3,273,139 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $2,314,574
- Program service revenue
- $1,875
- Investment income
- $318,603
- Net gain from sales of assets
- $187,213
- Net income from fundraising events
- -$34,131
- Net income from sales of inventory
- $2,231
- Other revenue
- $43,100
Expenses
- Grants and similar amounts paid
- $1,203,871
- Compensation of officers, directors and key employees
- $432,719
- Other salaries and wages
- $371,522
- Salaries, compensation and benefits (total)
- $952,448
- Professional fundraising fees
- $13,333
- Legal fees
- $30,342
- Accounting fees
- $62,568
- Occupancy
- $93,389
- Travel
- $36,474
- Depreciation
- $76,008
- Program services (functional)
- $1,989,755
- Management and general (functional)
- $590,195
- Fundraising (functional)
- $424,424
Balance sheet and other
- Total assets, start of year
- $3,542,413
- Total assets, end of year
- $8,733,970
- Total liabilities, end of year
- $788,437
- Net assets, end of year
- $7,945,533
- Land, buildings and equipment
- $425,785
- Publicly traded securities
- $7,154,738
- Net assets without donor restrictions
- $6,321,735
- Net assets with donor restrictions
- $1,623,798
- Gross receipts
- $4,848,673
- Employees
- 7
- Volunteers
- 20
- Year formed
- 1989
- State of legal domicile
- VT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMES HATHAWAY | PRESIDENT & CEO Officer | 20 | $168,000 | $22,961 |
| EMILY MALLEY | DIRECTOR OF DEVELOPMENT Officer | 40 | $94,846 | $56,530 |
| SHAWNA WAKEHAM SMITH | VICE PRESIDENT Officer | 40 | $119,821 | $22,024 |
| BRIAN LEFFLER | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JESSE TOMCZACK | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| RJ LONG | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MARIETTA FORMENAK | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| AMER AL-NIMIR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NICOLE CAMUTI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JON DEFOREST | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOE CHARBONNEAU | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JIM GIORDANO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BARB HARRIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HEATHER HUDSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATIE LANGROCK | DIRECTOR Trustee or director | 1 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN MULLET | DIRECTOR Trustee or director | 1 | $0 |
| DAVID RICHARDS | DIRECTOR Trustee or director | 1 | $0 |
| AHMED YEARWOOD | DIRECTOR UNTIL 9/30/24 Trustee or director | 1 | $0 |
990 for the year ended August 31, 2024: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMES HATHAWAY | PRESIDENT & CEO Officer | 20 | $133,781 | $10,234 |
| BRIAN LEFFLER | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| KATIE CLARK | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| JOE CHARBONNEAU | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| MARIETTA FORMENAK | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| KATIE LANGROCK | DIRECTOR Trustee or director | 2 | $0 | $0 |
| AMER AL-NIMIR | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BARB HARRIS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JOHN MULLET | DIRECTOR Trustee or director | 2 | $0 | $0 |
| AHMED YEARWOOD | DIRECTOR Trustee or director | 2 | $0 | $0 |
| PATTI KOMLINE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BRETT SMITH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAVID RICHARDS | DIRECTOR Trustee or director | 2 | $0 | $0 |
990 for the year ended August 31, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES HATHAWAY | PRESIDENT & CEO Officer | 40 | $106,765 |
| CHRISTIAN KUZIA | CHAIR Trustee or director, Officer | 2 | $0 |
| BRETT SMITH | VICE CHAIR Trustee or director, Officer | 2 | $0 |
| BRIAN LEFFLER | TREASURER Trustee or director, Officer | 2 | $0 |
| JOSEPH CHARBONNEAU | SECRETARY Trustee or director, Officer | 2 | $0 |
| AHMED YEARWOOD | DIRECTOR Trustee or director | 1 | $0 |
| AMER AL-NIMIR | DIRECTOR Trustee or director | 1 | $0 |
| AMY LIVINGSTON | DIRECTOR Trustee or director | 1 | $0 |
| BARB HARRIS | DIRECTOR Trustee or director | 1 | $0 |
| JOHN MULLET | DIRECTOR Trustee or director | 1 | $0 |
| KATIE CLARK | DIRECTOR Trustee or director | 1 | $0 |
| KATIE LANGROCK | DIRECTOR Trustee or director | 1 | $0 |
| KEN THOMPSON | DIRECTOR Trustee or director | 1 | $0 |
| MARK WALLACE | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL VAN GULDEN | DIRECTOR Trustee or director | 1 | $0 |
| PATTI KOMLINE | DIRECTOR Trustee or director | 1 | $0 |
| JEAN GIARD | DIRECTOR (LEFT 1/2023) Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 6655 SHELBURNE RD STE 300, SHELBURNE, VT 05482-7276
- Principal officer (990 for 2024)
- JAMES HATHAWAY, 6655 SHELBURNE RD 300, SHELBURNE, VT 05482
- Signed the 990
- JAMES HATHAWAY, PRESIDENT & CEO
- Phone
- (802) 864-9393
- Website
- WISH.ORG/VERMONT
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
THE MAKE-A-WISH FOUNDATION OF VERMONT AND NORTHEAST NEW YORK CREATES LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES.
Program accomplishments
- SEE SCHEDULE O.Expenses $1,989,755 · grants $1,203,871 · revenue $1,875
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 03-0323013
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1990
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $8,733,970
- Income (IRS master file)
- $4,848,673
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $2,678,152 | $3,004,374 | $8,733,970 | XML |
| 990 | August 2024 | $1,502,197 | $1,426,990 | $3,542,413 | XML |
| 990 | August 2023 | $1,509,748 | $1,396,278 | $3,394,278 | XML |
| 990 | August 2022 | $1,684,566 | $830,409 | $3,167,225 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 03-0323013).
Questions about MAKE A WISH FOUNDATION OF VERMONT & NORTHEAST NEW YORK INC
- What is the EIN of MAKE A WISH FOUNDATION OF VERMONT & NORTHEAST NEW YORK INC?
- The employer identification number (EIN) of MAKE A WISH FOUNDATION OF VERMONT & NORTHEAST NEW YORK INC is 03-0323013.
- Is MAKE A WISH FOUNDATION OF VERMONT & NORTHEAST NEW YORK INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to MAKE A WISH FOUNDATION OF VERMONT & NORTHEAST NEW YORK INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MAKE A WISH FOUNDATION OF VERMONT & NORTHEAST NEW YORK INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MAKE A WISH FOUNDATION OF VERMONT & NORTHEAST NEW YORK INC due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MAKE A WISH FOUNDATION OF VERMONT & NORTHEAST NEW YORK INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of MAKE A WISH FOUNDATION OF VERMONT & NORTHEAST NEW YORK INC?
- The 990 for the year ended August 31, 2025 names JAMES HATHAWAY.
- Who are the officers and directors of MAKE A WISH FOUNDATION OF VERMONT & NORTHEAST NEW YORK INC?
- The 990 for the year ended August 31, 2025 lists 18 people; 3 received compensation from the organization, the highest $168,000 (JAMES HATHAWAY, PRESIDENT & CEO).
- How much revenue does MAKE A WISH FOUNDATION OF VERMONT & NORTHEAST NEW YORK INC have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $2,678,152, expenses of $3,004,374 and total assets of $8,733,970 at year end.
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