Civic Intelligence

Special Wishes Inc

EIN 22-2776048 • 501(c)3 • Oakville, CT

Profile

Wishes for terminally ill children

P O Box 391Oakville, CT 06779

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

95th percentile

75%

Higher net margin than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

85th percentile

41%

Faster asset growth than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

80th percentile

34%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$106,436

Up $30,853 (+41%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$106,436

Up $30,853 (+41%) from 2024

Operations
Liabilities / Revenue61st percentileNet Margin95th percentile

Revenue

Up

$37,424

Up $9,591 (+34%) from 2024

Expenses

Down

$9,440

Down $10,022 (-51%) from 2024

Net Income

Up

$27,984

Up $19,613 (+234%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth85th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2012: $59,089Liabilities 2012: $02012Assets 2013: $61,755Liabilities 2013: $02013Assets 2014: $62,269Liabilities 2014: $02014Assets 2015: $59,392Net Assets 2015: $59,3922015Assets 2016: $57,857Net Assets 2016: $57,8572016Assets 2017: $95,563Liabilities 2017: $0Net Assets 2017: $95,5632017Assets 2018: $63,887Liabilities 2018: $0Net Assets 2018: $63,8872018Assets 2019: $54,042Liabilities 2019: $0Net Assets 2019: $54,0422019Assets 2020: $57,580Liabilities 2020: $0Net Assets 2020: $57,5802020Assets 2021: $77,184Liabilities 2021: $0Net Assets 2021: $77,1842021Assets 2022: $88,462Liabilities 2022: $0Net Assets 2022: $88,4622022Assets 2023: $69,922Liabilities 2023: $0Net Assets 2023: $69,9222023Assets 2024: $75,583Liabilities 2024: $0Net Assets 2024: $75,5832024Assets 2025: $106,436Liabilities 2025: $0Net Assets 2025: $106,4362025

Highlighted filing

2025

Assets$106,436
Liabilities$0
Net Assets$106,436
Open 2025 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20K-$40KRevenue 2012: $18,942Expenses 2012: $28,654Net Income 2012: -$9,7122012Revenue 2013: $16,909Expenses 2013: $21,037Net Income 2013: -$4,1282013Revenue 2014: $15,713Expenses 2014: $17,864Net Income 2014: -$2,1512014Revenue 2015: $23,575Expenses 2015: $25,925Net Income 2015: -$2,3502015Revenue 2016: $20,247Expenses 2016: $22,914Net Income 2016: -$2,6672016Revenue 2017: $32,320Expenses 2017: $35,622Net Income 2017: -$3,3022017Revenue 2018: $22,737Expenses 2018: $49,728Net Income 2018: -$26,9912018Revenue 2019: $26,385Expenses 2019: $44,342Net Income 2019: -$17,9572019Revenue 2020: $29,580Expenses 2020: $14,916Net Income 2020: $14,6642020Revenue 2021: $18,185Expenses 2021: $13,226Net Income 2021: $4,9592021Revenue 2022: $25,506Expenses 2022: $9,305Net Income 2022: $16,2012022Revenue 2023: $26,004Expenses 2023: $38,366Net Income 2023: -$12,3622023Revenue 2024: $27,833Expenses 2024: $19,462Net Income 2024: $8,3712024Revenue 2025: $37,424Expenses 2025: $9,440Net Income 2025: $27,9842025

Highlighted filing

2025

Revenue$37,424
Expenses$9,440
Net Income$27,984
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$106,436
Liabilities
$0
Net assets
$106,436
Revenue
$37,424
Expenses
$9,440
Net income
$27,984
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.37$0.09$0.28
2024Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.28$0.19$0.08
2023Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.26$0.38$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.26$0.09$0.16
2021Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.18$0.13$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.30$0.15$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.26$0.44$0.18
2018Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.23$0.50$0.27
2017Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.32$0.36$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.58$0.58$0.20$0.23$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.59$0.24$0.26$0.02
2014Summary only. Only limited summary data is available for this year.$0.62$0.00$0.16$0.18$0.02
2013Summary only. Only limited summary data is available for this year.$0.62$0.00$0.17$0.21$0.04
2012Summary only. Only limited summary data is available for this year.$0.59$0.00$0.19$0.29$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Sep 24, 2025
Return Version
2024v5.2
Gross Receipts
$37,424
Mission and Program Overview

Mission

Wishes for terminally ill children

Program Services

DescriptionGrantsExpenses
Providing special wishes to terminally ill children-$6,654
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan PontonPresidentPT$0--
Joann SullivanDirectorPT$0--
Diane MaxellonTreasurerPT$0--
Ellen KaneDirectorPT$0--
Bart SayetDirectorPT$0--
Irene HerreraVice PresidentPT$0--
Nenean CofrancescoDirectorPT$0--
Kayla PuenteDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Special Wishes Inc
EIN
22-2776048
In Care Of
% Diane Maxellon
Address
P O Box 391, Oakville, CT 06779

Signing Officer

Name
Diane Maxellon
Title
Treasurer
Signed
2025-09-24
Discuss with paid preparer
Yes

Preparer

Firm
Bardaglio Hart & Shuman LLC
Address
594 North Street PO Box 546, Windsor Locks, CT 06096-0546
Preparer
Timothy M Keene CPA
Phone
8606279001
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity Wishes Grantee Various Amount 6,654”

Description of other expenses Part I line 16

“Description AmountInsurance 918Website 248Bank Charges 42Administrative Expenses 628Licenses & Fees 50Membership Fees 100”

Other changes in net assets or fund balances Part I line 20

“Description AmountUnrealized investment gain 2,869”

Raw XML Appendix186 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum08602745224
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Oakville
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd006779
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt075583
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0106436
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IRS990EZ/ExcessOrDeficitForYearAmt027984
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Bart Sayet
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Kayla Puente
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06654
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalRevenueAmt037424
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt017160
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0129119
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0378
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IRS990ScheduleA/InvestmentIncomeCYPct00.03000
IRS990ScheduleA/InvestmentIncomePYPct00.04000
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0133754
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Wishes Grantee Various Amount 6,654
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountInsurance 918Website 248Bank Charges 42Administrative Expenses 628Licenses & Fees 50Membership Fees 100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description AmountUnrealized investment gain 2,869
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE MAXELLON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Special Wishes Inc
ReturnHeader/Filer/BusinessNameControlTxt0SPEC
ReturnHeader/Filer/EIN0222776048
ReturnHeader/Filer/InCareOfNm0% Diane Maxellon
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 391
ReturnHeader/Filer/USAddress/CityNm0Oakville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006779
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060910121
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bardaglio Hart & Shuman LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0594 North Street PO Box 546
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Windsor Locks
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0060960546
ReturnHeader/PreparerPersonGrp/PhoneNum08606279001
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIMOTHY M KEENE CPA
ReturnHeader/ReturnTs02025-09-25T11:35:33-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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