Civic Intelligence

The Joan M Wismer Foundation

EIN 23-3089181 • Sarasota, FL

co FS 6270 Rivo Lakes BlvdSarasota, FL 34241
Siviq Scores

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

Liabilities / Assets

33rd percentile

0.03x

Higher debt load relative to assets than 33% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.28x

Higher debt load relative to revenue than 57% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Net Margin

60th percentile

11%

Higher net margin than 60% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

66th percentile

$304,429

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 7.5% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

43rd percentile

2.9%

Faster asset growth than 43% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

197%

Faster revenue growth than 94% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$43,785,739

Up $1,222,137 (+2.9%) from 2023

Liabilities

Up

$1,145,000

Up $770,000 (+205%) from 2023

Net Assets

Up

$42,640,739

Up $452,137 (+1.1%) from 2023

Operations
Liabilities / Revenue57th percentileNet Margin60th percentile

Revenue

Up

$4,042,400

Up $2,679,036 (+197%) from 2023

Expenses

Up

$3,590,263

Up $132,715 (+3.8%) from 2023

Net Income

Up

$452,137

Up $2,546,321 (+122%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth43rd percentile

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

$60M$40M$20M$0Assets 2011: $10,178,759Liabilities 2011: $02011Assets 2012: $10,483,995Liabilities 2012: $02012Assets 2013: $11,033,504Liabilities 2013: $150,0002013Assets 2014: $10,965,751Liabilities 2014: $55,0002014Assets 2015: $17,726,254Liabilities 2015: $8,0002015Assets 2019: $46,139,112Liabilities 2019: $02019Assets 2020: $44,985,330Liabilities 2020: $50,000Net Assets 2020: $44,935,3302020Assets 2021: $45,691,232Liabilities 2021: $900,000Net Assets 2021: $44,791,2322021Assets 2022: $45,042,786Liabilities 2022: $760,000Net Assets 2022: $44,282,7862022Assets 2023: $42,563,602Liabilities 2023: $375,000Net Assets 2023: $42,188,6022023Assets 2024: $43,785,739Liabilities 2024: $1,145,000Net Assets 2024: $42,640,7392024

Highlighted filing

2024

Assets$43,785,739
Liabilities$1,145,000
Net Assets$42,640,739
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $1,027,527Expenses 2011: $497,697Net Income 2011: $529,8302011Revenue 2012: $973,267Expenses 2012: $669,526Net Income 2012: $303,7412012Revenue 2013: $1,057,750Expenses 2013: $748,047Net Income 2013: $309,7032013Revenue 2014: $822,628Expenses 2014: $795,313Net Income 2014: $27,3152014Revenue 2015: $7,542,058Expenses 2015: $718,679Net Income 2015: $6,823,3792015Revenue 2019: $1,135,153Expenses 2019: $3,091,699Net Income 2019: -$1,956,5462019Revenue 2020: $2,206,662Expenses 2020: $3,410,444Net Income 2020: -$1,203,7822020Revenue 2021: $3,806,765Expenses 2021: $3,950,861Net Income 2021: -$144,0962021Revenue 2022: $3,022,679Expenses 2022: $3,531,124Net Income 2022: -$508,4452022Revenue 2023: $1,363,364Expenses 2023: $3,457,548Net Income 2023: -$2,094,1842023Revenue 2024: $4,042,400Expenses 2024: $3,590,263Net Income 2024: $452,1372024

Highlighted filing

2024

Revenue$4,042,400
Expenses$3,590,263
Net Income$452,137
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$43,785,739
Liabilities
$1,145,000
Net assets
$42,640,739
Revenue
$4,042,400
Expenses
$3,590,263
Net income
$452,137
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$43.8$1.15$42.6$4.04$3.59$0.45
2023Detailed filing. Detailed filing data is available for this year.$42.6$0.38$42.2$1.36$3.46$2.09
2022Detailed filing. Detailed filing data is available for this year.$45.0$0.76$44.3$3.02$3.53$0.51
2021Detailed filing. Detailed filing data is available for this year.$45.7$0.90$44.8$3.81$3.95$0.14
2020Detailed filing. Detailed filing data is available for this year.$45.0$0.05$44.9$2.21$3.41$1.20
2019Summary only. Only limited summary data is available for this year.$46.1$0.00$1.14$3.09$1.96
2015Summary only. Only limited summary data is available for this year.$17.7$0.01$7.54$0.72$6.82
2014Summary only. Only limited summary data is available for this year.$11.0$0.06$0.82$0.80$0.03
2013Summary only. Only limited summary data is available for this year.$11.0$0.15$1.06$0.75$0.31
2012Summary only. Only limited summary data is available for this year.$10.5$0.00$0.97$0.67$0.30
2011Summary only. Only limited summary data is available for this year.$10.2$0.00$1.03$0.50$0.53
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 15, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John D Iskrant EsqTrusteePT$304,429-$304,429
Susan P DildayTrusteePT$175,630-$175,630
Filing and Contact Details

Filer

Filer Name
The Joan M Wismer Foundation
EIN
23-3089181
In Care Of
% John D Iskrant
Phone
2035548483
Address
co FS 6270 Rivo Lakes Blvd, Sarasota, FL 34241

Signing Officer

Name
John D Iskrant Esq
Title
Trustee
Phone
2035548483
Signed
2025-04-15
Discuss with paid preparer
Yes

Preparer

Firm
Foundation Services
Address
6270 Rivo Lakes Blvd, Sarasota, FL 34241
Preparer
Geoffrey Parkinson
Phone
7037264973
Raw XML AppendixShowing 400 of 577 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Catalina Island Museum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Las Floristas Inc
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1712400 Wilshire Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt18442 South San Pedro St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1911700 Preston Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt201700 Spring Garden Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21340 Nieto Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2214333 S Figueroa St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23106 South New Middletown Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt242204 W McFadden Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt255070 Parkside Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt261514 17th St Unit 201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Philadelphia

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