Civic Intelligence

Connect Wise Foundation Inc.

990PF • Fiscal year 2021 • EIN 46-0635867

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 07, 2022

Organization Profile
99 High Street Suite 3100Boston, MA 02110

(866) 223-7394

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

62nd percentile

0.00x

Higher debt load relative to revenue than 62% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

2nd percentile

-1622%

Higher net margin than 2% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

32nd percentile

-4.4%

Faster asset growth than 32% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$175,483

Down $8,108 (-4.4%) from 2020

Net Assets

Down

$175,483

Down $8,108 (-4.4%) from 2020

Liabilities

Up

$1

Up $1 from 2020

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin2nd percentile

Revenue

Down

$500

Down $214,890 (-100%) from 2020

Expenses

Down

$8,608

Down $23,191 (-73%) from 2020

Net Income

Down

-$8,108

Down $191,699 (-104%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$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: $1Net 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

2021

Assets$175,483
Liabilities$1
Net Assets$175,483
Open 2021 Filing

Operations Trend

Revenue Growth3rd percentile

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

2021

Revenue$500
Expenses$8,608
Net Income-$8,108
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 7, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

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

Filer

Filer Name
Connectwise Foundation Inc
EIN
46-0635867
Phone
8662237394
Address
99 HIGH STREET SUITE 3100, BOSTON, MA 02110

Signing Officer

Name
Brad Surminsky
Title
CFO
Phone
8662237394
Signed
2022-11-07
Discuss with paid preparer
Yes

Preparer

Firm
Grant Thornton Llp
Address
1415 VANTAGE PARK DRIVE SUITE 500, CHARLOTTE, NC 28203
Preparer
Michele Melchior
Phone
7046323500
Raw XML Appendix329 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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ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt1INTELICE SOLUTIONS LLC
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ANDY MEIER
IRS990PF/StatementsRegardingActyGrp/PhoneNum08662237394
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.CONNECTWISE.COM/PHILANTHROPY
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01038
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1DISASTER ASSISTANCE HURRICANE IDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2COVID HARDSHIP ASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0BENECOM TECHNOLOGIES INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1INTELICE SOLUTIONS LLC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ASSISTANCE TO INDIVIDUALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NO RELATIONSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NO RELATIONSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NO RELATIONSHIP
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt250 CITIZENS WAY STE 410
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW ORLEANS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2FREDERICK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd170129
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd221701
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08538
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt08538
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08942
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0404
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt021782
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0200
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt050000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0404
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt049596
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt021982
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt021782
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0200
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08538
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt071982
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt070
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRAD SURMINSKY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum08662237394
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONNECTWISE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CONN
ReturnHeader/Filer/EIN0460635867
ReturnHeader/Filer/PhoneNum08662237394
ReturnHeader/Filer/USAddress/AddressLine1Txt099 HIGH STREET SUITE 3100
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002110
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0366055558
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRANT THORNTON LLP
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/ReturnTs02022-11-07T10:05:18-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRAD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SURMINSKY
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$175,483
Liabilities
$1
Net assets
$175,483
Revenue
$500
Expenses
$8,608
Net income
-$8,108
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$1.13$0.04$1.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$0.08$0.14$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.09$0.47$0.38
2021Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.01$0.09$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$2.15$0.32$1.84
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.53$0.53$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.50$0.50$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.50$0.50$0.00