Civic Intelligence

Joans Wish Foundation Inc

EIN 47-2703833 • 501(c)3 • Sarasota, FL

Profile

To provide final wishes to terminally ill adults.

1858 Woodhaven CirSarasota, FL 34232
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

73rd percentile

18%

Higher net margin than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

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.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

97th percentile

301%

Faster asset growth than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

89th percentile

80%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$37,022

Up $27,783 (+301%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$37,022

Up $27,783 (+301%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin73rd percentile

Revenue

Up

$82,717

Up $36,885 (+80%) from 2024

Expenses

Up

$67,724

Up $20,236 (+43%) from 2024

Net Income

Up

$14,993

Up $16,649 (+1005%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth97th percentile

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

$40K$30K$20K$10K$0Assets 2015: $6,995Liabilities 2015: $02015Assets 2016: $4,506Liabilities 2016: $02016Assets 2017: $7,396Liabilities 2017: $02017Assets 2018: $6,157Liabilities 2018: $02018Assets 2019: $10,167Liabilities 2019: $02019Assets 2020: $7,199Liabilities 2020: $02020Assets 2021: $7,555Liabilities 2021: $02021Assets 2022: $6,927Liabilities 2022: $0Net Assets 2022: $6,9272022Assets 2023: $10,895Liabilities 2023: $0Net Assets 2023: $10,8952023Assets 2024: $9,239Liabilities 2024: $0Net Assets 2024: $9,2392024Assets 2025: $37,022Liabilities 2025: $0Net Assets 2025: $37,0222025

Highlighted filing

2025

Assets$37,022
Liabilities$0
Net Assets$37,022
Open 2025 Filing

Operations Trend

Revenue Growth89th percentile

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

$100K$50K$0-$50KRevenue 2015: $8,120Expenses 2015: $1,125Net Income 2015: $6,9952015Revenue 2016: $6,054Expenses 2016: $8,543Net Income 2016: -$2,4892016Revenue 2017: $14,010Expenses 2017: $11,120Net Income 2017: $2,8902017Revenue 2018: $18,539Expenses 2018: $19,778Net Income 2018: -$1,2392018Revenue 2019: $24,281Expenses 2019: $20,271Net Income 2019: $4,0102019Revenue 2020: $35,231Expenses 2020: $39,303Net Income 2020: -$4,0722020Revenue 2021: $45,697Expenses 2021: $45,341Net Income 2021: $3562021Revenue 2022: $34,932Expenses 2022: $35,560Net Income 2022: -$6282022Revenue 2023: $40,169Expenses 2023: $36,201Net Income 2023: $3,9682023Revenue 2024: $45,832Expenses 2024: $47,488Net Income 2024: -$1,6562024Revenue 2025: $82,717Expenses 2025: $67,724Net Income 2025: $14,9932025

Highlighted filing

2025

Revenue$82,717
Expenses$67,724
Net Income$14,993
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,022
Liabilities
$0
Net assets
$37,022
Revenue
$82,717
Expenses
$67,724
Net income
$14,993
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$37.0$0.00$37.0$82.7$67.7$15.0
2024Detailed filing. Detailed filing data is available for this year.$9.24$0.00$9.24$45.8$47.5$1.66
2023Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$40.2$36.2$3.97
2022Detailed filing. Detailed filing data is available for this year.$6.93$0.00$6.93$34.9$35.6$0.63
2021Summary only. Only limited summary data is available for this year.$7.56$0.00$45.7$45.3$0.36
2020Summary only. Only limited summary data is available for this year.$7.20$0.00$35.2$39.3$4.07
2019Summary only. Only limited summary data is available for this year.$10.2$0.00$24.3$20.3$4.01
2018Summary only. Only limited summary data is available for this year.$6.16$0.00$18.5$19.8$1.24
2017Summary only. Only limited summary data is available for this year.$7.40$0.00$14.0$11.1$2.89
2016Summary only. Only limited summary data is available for this year.$4.51$0.00$6.05$8.54$2.49
2015Summary only. Only limited summary data is available for this year.$7.00$0.00$8.12$1.13$7.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 10, 2025
Return Version
2024v5.0
Gross Receipts
$82,717
Mission and Program Overview

Mission

To provide final wishes to terminally ill adults.

Provide wishes fir adult cancer patients.

Program Services

DescriptionGrantsExpenses
Provided wishes for adult terminally ill patients.$82,717$67,724
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa FrickdExecutive Director And SecretaryPT$0--
Donna WerdannPresident-$0--
Alfred J Werdann JrTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Joans Wish Foundation Inc
EIN
47-2703833
Phone
9418097697
Address
1858 Woodhaven Cir, Sarasota, FL 34232

Signing Officer

Name
Alfred Werdann
Title
Treasurer
Phone
3864926819
Signed
2025-10-10
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Description;Amount^Travel;5312|Insurance;1410^Total;6722^”

Raw XML Appendix165 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Lisa Frick
IRS990EZ/BooksInCareOfDetail/PhoneNum09418097697
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01858 Woodhaven Cir
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Sarasota
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034232
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022029
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037022
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt082717
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt014993
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022029
IRS990EZ/Form990TotalAssetsGrp/EOYAmt037022
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt037593
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt082717
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022029
IRS990EZ/NetAssetsOrFundBalancesEOYAmt037022
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022029
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt037022
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Lisa Frickd
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Donna Werdann
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Alfred J Werdann Jr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Director and Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt06722
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Provide wishes fir adult cancer patients.
IRS990EZ/PrintingPublicationsPostageAmt023409
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided wishes for adult terminally ill patients.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt082717
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt067724
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt067724
IRS990EZ/TotalProgramServiceExpensesAmt067724
IRS990EZ/TotalRevenueAmt082717
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt082717
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt045832
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt043169
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt034932
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt045697
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0252347
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0An organization that receives all of their support from the general public.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part I, Line 7
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt082717
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt045832
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt043169
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt034932
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt045697
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0252347
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY509Pct01
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt082717
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt045832
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt043169
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt034932
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt045697
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0252347
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt082717
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt045832
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt043169
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt034932
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt045697
IRS990ScheduleA/Total509Grp/TotalAmt0252347
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt082717
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt045832
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt043169
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt034932
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt045697
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0252347
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description;Amount^Travel;5312|Insurance;1410^Total;6722^
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Alfred Werdann
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03864926819
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOANS WISH FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0JOAN
ReturnHeader/Filer/EIN0472703833
ReturnHeader/Filer/PhoneNum09418097697
ReturnHeader/Filer/USAddress/AddressLine1Txt01858 Woodhaven Cir
ReturnHeader/Filer/USAddress/CityNm0Sarasota
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034232
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02025-10-10T13:26:54-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.