Civic Intelligence

Michael H Wise II Memorial Fund

990EZ • Fiscal year 2017 • EIN 20-3956337

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

PO Box 8161Reading, PA 19603-8161

(484) 256-5254

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

83rd percentile

29%

Higher net margin than 83% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

72nd percentile

21%

Faster asset growth than 72% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

68th percentile

16%

Faster revenue growth than 68% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$37,935

Up $6,611 (+21%) from 2016

Net Assets

Up

$37,935

Up $6,611 (+21%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$22,986

Up $3,101 (+16%) from 2016

Expenses

Down

$16,375

Down $3,502 (-18%) from 2016

Net Income

Up

$6,611

Up $6,603 (+82538%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$37,935
Liabilities-
Net Assets$37,935

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$22,986
Expenses$16,375
Net Income$6,611
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.2
Gross Receipts
$33,592
Mission and Program Overview

Mission

CHARITY EVENTS

Program Services

DescriptionGrantsExpenses
TO PROVIDE SERVICES AND BENEFITS FOR INJURED OR FALLEN FIREFIGHTERS AND POLICE OFFICERS-$16,375
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENISE WISEPresidentPT$0--
BRUCE T MONTEIROTreasurerPT$0--
CHRIS HARTERSecretaryPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ride/run$17,444$17,444$2,262$15,182
Golf$16,451$16,451-$16,451
Total Events$33,895$33,895$10,606$23,289
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
2018-05-10

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

Form 990EZ, Part I, Line 16

SCHOLARSHIPS 8100.

Form 990EZ, Part I, Line 16

GIFTS 7103.

Form 990EZ, Part I, Line 16

SUPPLIES 506.

Form 990EZ, Part I, Line 16

NIGHT OUT 250.

Form 990EZ, Part I, Line 16

BOARD MEETING

Form 990EZ, Part I, Line 16

BANK CHARGE

Form 990EZ, Part I, Line 16

INSURANCE 278.

Raw XML Appendix183 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.

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IRS990EZ/BooksInCareOfDetail/PersonNm0MANAGEMENT
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0439 S MENNONITE RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0COLLEGEVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd019426
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt031324
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IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DENISE WISE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRUCE T MONTEIRO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRIS HARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016237
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0CHARITY EVENTS
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SERVICES AND BENEFITS FOR INJURED OR FALLEN FIREFIGHTERS AND POLICE OFFICERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016375
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010606
IRS990EZ/SpecialEventsNetIncomeLossAmt022289
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016375
IRS990EZ/TotalProgramServiceExpensesAmt016375
IRS990EZ/TotalRevenueAmt022986
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0680
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt04923
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03470
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt05186
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0725
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt014984
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt014
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt018
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt019
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt068
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt080
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt080
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt032895
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt025808
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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt027824
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0129933
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt017
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt018
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt068
IRS990ScheduleA/InvestmentIncomeCYPct00.00050
IRS990ScheduleA/InvestmentIncomePYPct00.00080
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99950
IRS990ScheduleA/PublicSupportPY509Pct00.99920
IRS990ScheduleA/PublicSupportTotal170Amt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt033575
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt031774
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IRS990ScheduleA/Total509Grp/TotalAmt0144997
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0145065
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010606
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt016451
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt017444
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt033895
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt016451
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt017444
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt033895
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt023289
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02262
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt02262
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt08344
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt08344
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHARITY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCHOLARSHIPS 8100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GIFTS 7103.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUPPLIES 506.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NIGHT OUT 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BOARD MEETING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BANK CHARGE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7INSURANCE 278.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRUCE MONTEIRO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04842565254
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MICHAEL H WISE II MEMORIAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0MICH
ReturnHeader/Filer/EIN0203956337
ReturnHeader/Filer/PhoneNum04842565254
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 8161
ReturnHeader/Filer/USAddress/CityNm0READING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0196038161
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.152.255.3
ReturnHeader/FilingSecurityInformation/IPDt02018-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm007:42:35
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALFRED J SIMMONS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 68
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRDSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019508
ReturnHeader/PreparerPersonGrp/PhoneNum06106391869
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALFRED J SIMMONS CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-12T07:42:38-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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