Civic Intelligence

Connectwise Foundation Inc

EIN 46-0635867 • Tampa, FL

400 N Tampa Street Suite 130Tampa, FL 33602
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

97th percentile

96%

Higher net margin than 97% of similar nonprofits.

<$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.

<$500k nonprofits • Source year 2024

Asset Growth

92nd percentile

83%

Faster asset growth than 92% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

1391%

Faster revenue growth than 99% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$239,906

Up $108,902 (+83%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$239,906

Up $108,902 (+83%) from 2023

Revenue

Up

$113,052

Up $105,472 (+1391%) from 2023

Expenses

Down

$4,150

Down $9,889 (-70%) from 2023

Net Income

Up

$108,902

Up $115,361 (+1786%) from 2023

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013Assets 2014: $0Liabilities 2014: $0Net Assets 2014: $02014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2017: $200Liabilities 2017: $0Net Assets 2017: $2002017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $183,591Liabilities 2020: $0Net Assets 2020: $183,5912020Assets 2021: $175,483Liabilities 2021: $0Net Assets 2021: $175,4832021Assets 2022: $137,463Liabilities 2022: $0Net Assets 2022: $137,4632022Assets 2023: $131,004Liabilities 2023: $0Net Assets 2023: $131,0042023Assets 2024: $239,906Liabilities 2024: $0Net Assets 2024: $239,9062024

Highlighted filing

2024

Assets$239,906
Liabilities$0
Net Assets$239,906

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2013: $50,000Expenses 2013: $50,000Net Income 2013: $02013Revenue 2014: $50,000Expenses 2014: $50,000Net Income 2014: $02014Revenue 2015: $52,500Expenses 2015: $52,500Net Income 2015: $02015Revenue 2017: $200Expenses 2017: $0Net Income 2017: $2002017Revenue 2018: $0Expenses 2018: $200Net Income 2018: -$2002018Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $215,390Expenses 2020: $31,799Net Income 2020: $183,5912020Revenue 2021: $500Expenses 2021: $8,608Net Income 2021: -$8,1082021Revenue 2022: $9,053Expenses 2022: $47,073Net Income 2022: -$38,0202022Revenue 2023: $7,580Expenses 2023: $14,039Net Income 2023: -$6,4592023Revenue 2024: $113,052Expenses 2024: $4,150Net Income 2024: $108,9022024

Highlighted filing

2024

Revenue$113,052
Expenses$4,150
Net Income$108,902

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 7, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JASON MAGEEPresident, Director-$0--
GEOFFREY WILLISONTreasurer-$0--
JOSHUA POECLO/Director-$0--
KATHY SMITHDirector-$0--
ARLIN SORENSENDirector-$0--
BRADLEY SURMINSKYCFO (Thru 6/1/2024)-$0--
Filing and Contact Details

Filer

Filer Name
Connectwise Foundation Inc
EIN
46-0635867
Phone
8662237394
Address
400 N TAMPA STREET SUITE 130, TAMPA, FL 33602

Signing Officer

Name
Joshua Poe
Title
Director
Phone
8662237394
Signed
2025-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Grant Thornton Advisors LLC
Address
1415 VANTAGE PARK DRIVE SUITE 500, CHARLOTTE, NC 28203
Preparer
Michele Melchior
Phone
7046323500
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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/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07979
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt05929
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06172
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt037944
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt021782
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt05929
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt059969
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06172
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt037944
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt015853
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02050
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt059969
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt065898
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0JON G LABRUM
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02536 RIMROCK AVE SUITE 400-387
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0GRAND JUNCTION
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd081505
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0TAX PREPARATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3TRANSFER FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01545
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1505
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01545
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1505
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt03090
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt235
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt315
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0JON G LABRUM
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0400 N TAMPA STREET SUITE 130
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0TAMPA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd033602
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSHUA POE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08662237394
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONNECTWISE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CONN
ReturnHeader/Filer/EIN0460635867
ReturnHeader/Filer/PhoneNum08662237394
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 N TAMPA STREET SUITE 130
ReturnHeader/Filer/USAddress/CityNm0TAMPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033602
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0991856619
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRANT THORNTON ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01415 VANTAGE PARK DRIVE SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028203
ReturnHeader/PreparerPersonGrp/PhoneNum07046323500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELE MELCHIOR
ReturnHeader/ReturnTs02025-11-07T13:41:16-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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