Civic Intelligence

Michael H Wise II Memorial Fund

EIN 20-3956337 • 501(c)3 • Reading, PA

Profile

CHARITY EVENTS

PO Box 8161Reading, PA 19603-8161

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

59th percentile

2.9%

Faster asset growth than 59% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

52%

Faster revenue growth than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$45,015

Up $1,264 (+2.9%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$45,015

Up $1,264 (+2.9%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin64th percentile

Revenue

Up

$12,598

Up $4,319 (+52%) from 2023

Expenses

Down

$11,334

Down $114 (-1.0%) from 2023

Net Income

Up

$1,264

Up $4,433 (+140%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$60K$40K$20K$0Assets 2011: $49,437Liabilities 2011: $02011Assets 2012: $47,606Net Assets 2012: $47,6062012Assets 2013: $37,971Net Assets 2013: $37,9712013Assets 2014: $40,698Net Assets 2014: $40,6982014Assets 2015: $31,316Net Assets 2015: $31,3162015Assets 2016: $31,324Net Assets 2016: $31,3242016Assets 2017: $37,935Net Assets 2017: $37,9352017Assets 2018: $50,521Net Assets 2018: $50,5212018Assets 2019: $50,979Net Assets 2019: $50,9792019Assets 2020: $48,450Net Assets 2020: $48,4502020Assets 2021: $51,912Net Assets 2021: $51,9122021Assets 2022: $46,920Net Assets 2022: $46,9202022Assets 2023: $43,751Net Assets 2023: $43,7512023Assets 2024: $45,015Net Assets 2024: $45,0152024

Highlighted filing

2024

Assets$45,015
Liabilities-
Net Assets$45,015
Open 2024 Filing

Operations Trend

Revenue Growth85th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $15,900Expenses 2011: $16,304Net Income 2011: -$4042011Revenue 2012: $15,635Expenses 2012: $17,466Net Income 2012: -$1,8312012Revenue 2013: $17,145Expenses 2013: $26,780Net Income 2013: -$9,6352013Revenue 2014: $20,628Expenses 2014: $17,901Net Income 2014: $2,7272014Revenue 2015: $15,488Expenses 2015: $24,870Net Income 2015: -$9,3822015Revenue 2016: $19,885Expenses 2016: $19,877Net Income 2016: $82016Revenue 2017: $22,986Expenses 2017: $16,375Net Income 2017: $6,6112017Revenue 2018: $24,897Expenses 2018: $12,311Net Income 2018: $12,5862018Revenue 2019: $12,098Expenses 2019: $11,640Net Income 2019: $4582019Revenue 2020: $5,783Expenses 2020: $8,312Net Income 2020: -$2,5292020Revenue 2021: $13,974Expenses 2021: $10,512Net Income 2021: $3,4622021Revenue 2022: $13,006Expenses 2022: $17,998Net Income 2022: -$4,9922022Revenue 2023: $8,279Expenses 2023: $11,448Net Income 2023: -$3,1692023Revenue 2024: $12,598Expenses 2024: $11,334Net Income 2024: $1,2642024

Highlighted filing

2024

Revenue$12,598
Expenses$11,334
Net Income$1,264
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$45,015
Liabilities
-
Net assets
$45,015
Revenue
$12,598
Expenses
$11,334
Net income
$1,264
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$45.0$45.0$12.6$11.3$1.26
2023Detailed filing. Detailed filing data is available for this year.$43.8$43.8$8.28$11.4$3.17
2022Detailed filing. Detailed filing data is available for this year.$46.9$46.9$13.0$18.0$4.99
2021Detailed filing. Detailed filing data is available for this year.$51.9$51.9$14.0$10.5$3.46
2020Detailed filing. Detailed filing data is available for this year.$48.5$48.5$5.78$8.31$2.53
2019Detailed filing. Detailed filing data is available for this year.$51.0$51.0$12.1$11.6$0.46
2018Detailed filing. Detailed filing data is available for this year.$50.5$50.5$24.9$12.3$12.6
2017Detailed filing. Detailed filing data is available for this year.$37.9$37.9$23.0$16.4$6.61
2016Detailed filing. Detailed filing data is available for this year.$31.3$31.3$19.9$19.9$0.01
2015Detailed filing. Detailed filing data is available for this year.$31.3$31.3$15.5$24.9$9.38
2014Detailed filing. Detailed filing data is available for this year.$40.7$40.7$20.6$17.9$2.73
2013Detailed filing. Detailed filing data is available for this year.$38.0$38.0$17.1$26.8$9.64
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.6$47.6$15.6$17.5$1.83
2011Summary only. Only limited summary data is available for this year.$49.4$0.00$15.9$16.3$0.40
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.2
Gross Receipts
$26,111
Mission and Program Overview

Mission

CHARITY EVENTS

Program Services

DescriptionGrantsExpenses
TO PROVIDE SERVICES AND BENEFITS FOR INJURED OR FALLENFIREFIGHTERS AND POLICE OFFICERS$0$11,334
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karen WisePresidentPT$0--
Bruce T MonteiroTreasurerPT$0--
Chris HarterSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf$14,520$14,520$1,432$13,088
Ride/run$10,704$10,704-$10,704
Total Events$25,224$25,224$13,513$11,711
Filing and Contact Details

Filer

Filer Name
Michael H Wise Ii Memorial Fund
EIN
20-3956337
Phone
4842565254
Address
PO BOX 8161, READING, PA 19603-8161

Signing Officer

Name
Bruce Monteiro
Title
Treasurer
Phone
4842565254
Signed
2025-05-12

Preparer

Firm
Alfred J Simmons CPA
Address
PO Box 68, BIRDSBORO, PA 19508
Preparer
Alfred J Simmons CPA
Phone
6106391869
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“CHARITY 2500.”

Form 990EZ, Part I, Line 16

“SCHOLARSHIPS 6000.”

Form 990EZ, Part I, Line 16

“GIFTS 1720.”

Form 990EZ, Part I, Line 16

“SUPPLIES 622.”

Form 990EZ, Part I, Line 16

“BOARD MEETING 310.”

Raw XML Appendix187 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/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Karen Wise
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Bruce T Monteiro
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Chris Harter
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011152
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITY EVENTS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SERVICES AND BENEFITS FOR INJURED OR FALLENFIREFIGHTERS AND POLICE OFFICERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt011334
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt013513
IRS990EZ/SpecialEventsNetIncomeLossAmt011711
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011334
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IRS990EZ/TotalRevenueAmt012598
IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0131
IRS990ScheduleA/InvestmentIncomeCYPct00.00150
IRS990ScheduleA/InvestmentIncomePYPct00.00080
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99850
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IRS990ScheduleA/PublicSupportTotal509Amt085371
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHARITY 2500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOLARSHIPS 6000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GIFTS 1720.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUPPLIES 622.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD MEETING 310.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE MONTEIRO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04842565254
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MICHAEL H WISE II MEMORIAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0MICH
ReturnHeader/Filer/EIN0203956337
ReturnHeader/Filer/PhoneNum04842565254
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ReturnHeader/Filer/USAddress/CityNm0READING
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ReturnHeader/Filer/USAddress/ZIPCd0196038161
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271794427
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ReturnHeader/PreparerPersonGrp/PhoneNum06106391869
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-29
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ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-10-29T14:49:13-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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