The Joanna Foundation

EIN 36-3666551 • Wilmington, NC

7423 Fisherman CreekWilmington, NC 28405

Siviq Scores

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

0.00x

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

$500k-$1M nonprofits • Source year 2024

0.00x

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

$500k-$1M nonprofits • Source year 2024

-177%

Higher net margin than 4% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2024

-4.4%

Faster asset growth than 27% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

-5.1%

Faster revenue growth than 30% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet

Liabilities / Assets43rd percentile

Assets

Down

$776,317

Down $35,594 (-4.4%) from 2023

Liabilities

Flat

Flat from 2023

Net Assets

Down

$776,317

Down $35,594 (-4.4%) from 2023

Operations

Liabilities / Revenue44th percentile Net Margin4th percentile

Revenue

Down

$20,165

Down $1,083 (-5.1%) from 2023

Expenses

$55,759

Up $4,422 (+8.6%) from 2023

Net Income

Down

-$35,594

Down $5,505 (-18%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth27th percentile

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

Highlighted filing

2024

Assets$776,317

Liabilities$0

Net Assets$776,317

Open 2024 Filing

Operations Trend

Revenue Growth30th percentile

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

Highlighted filing

2024

Revenue$20,165

Expenses$55,759

Net Income-$35,594

Open 2024 Filing

Filings

Most recent year

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

Open filing

Assets: $776,317
Liabilities: $0
Net assets: $776,317
Revenue: $20,165
Expenses: $55,759
Net income: -$35,594

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$7.76	$0.00	$7.76	$0.20	$0.56	$0.36
2023Detailed filing. Detailed filing data is available for this year.	$8.12	$0.00	$8.12	$0.21	$0.51	$0.30
2022Detailed filing. Detailed filing data is available for this year.	$8.42	$0.00	$8.42	$1.25	$0.45	$0.80
2021Detailed filing. Detailed filing data is available for this year.	$7.62	$0.00	$7.62	$0.16	$0.38	$0.22
2020Detailed filing. Detailed filing data is available for this year.	$7.84	$0.00	$7.84	$0.34	$0.40	$0.06

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jan 1, 2024 to Dec 31, 2024
Signed: May 6, 2025
Return Version: 2024v5.0

Compensation and Service Providers

Top Officer Pay58th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
LYNN REGNERY	President	-	$0	-	-
JOHN REGNERY	Vice Preside	-	$0	-	-
REBECCA DELRAE REGNERY	Treasurer	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Joanna Foundation
EIN: 36-3666551
Phone: 9102644444
Address: 7423 FISHERMAN CREEK, WILMINGTON, NC 28405

Signing Officer

Name: Lynn Regnery
Title: President
Phone: 9102644444
Signed: 2025-05-06

Preparer

Firm: Jason C Keller CPA Pllc
Address: PO BOX 3986, WILMINGTON, NC 28406-0986
Preparer: Jason C Keller
Phone: 9103955445

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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/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	43341
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	43341
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	769
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	3817
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	3048
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	769
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	46389
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	3048
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	3817
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	769
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	OPERATING EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	FOREIGN TAXES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	346
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	346
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	271
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	692
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	271
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	8309
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	8309
TaxesSchedule/TaxesDetail/Amt	0	211
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	105
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	106
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	LYNN REGNERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9102644444
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE JOANNA FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	C/O LYNN REGNERY
ReturnHeader/Filer/BusinessNameControlTxt	0	JOAN
ReturnHeader/Filer/EIN	0	363666551
ReturnHeader/Filer/PhoneNum	0	9102644444
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	7423 FISHERMAN CREEK
ReturnHeader/Filer/USAddress/CityNm	0	WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NC
ReturnHeader/Filer/USAddress/ZIPCd	0	28405
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	205855064
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	JASON C KELLER CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	PO BOX 3986
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	WILMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	284060986
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9103955445
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JASON C KELLER
ReturnHeader/ReturnTs	0	2025-05-12T16:39:51-04:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-01-01
ReturnHeader/TaxPeriodEndDt	0	2024-12-31
ReturnHeader/TaxYr	0	2024

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