Civic Intelligence

Joans Wish Foundation Inc.

990EZ • Fiscal year 2022 • EIN 47-2703833

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 06, 2022

Organization Profile
1858 Woodhaven CirSarasota, FL 34232

(941) 809-7697

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

36th percentile

-1.8%

Higher net margin than 36% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

33rd percentile

-8.3%

Faster asset growth than 33% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

22nd percentile

-24%

Faster revenue growth than 22% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$6,927

Down $628 (-8.3%) from 2021

Net Assets

$6,927

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin36th percentile

Revenue

Down

$34,932

Down $10,765 (-24%) from 2021

Expenses

Down

$35,560

Down $9,781 (-22%) from 2021

Net Income

Down

-$628

Down $984 (-276%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$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

2022

Assets$6,927
Liabilities$0
Net Assets$6,927
Open 2022 Filing

Operations Trend

Revenue Growth22nd percentile

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

2022

Revenue$34,932
Expenses$35,560
Net Income-$628
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 6, 2022
Return Version
2021v4.0
Gross Receipts
$34,932
Mission and Program Overview

Mission

To provide final wishes to terminally ill adults.

Program Services

DescriptionGrantsExpenses
Grants to terminally ill adults$18,521$0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lisa FrickExecutive Director & SecretaryPT$0--
Donna WerdannPresident-$0--
Alfred J Werdann JrVP & Treasurer-$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
2022-09-06
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“Grants $18,521”

Form 990-EZ, Part I, Line 16

“Advertising $3211 Insurance $768”

Raw XML Appendix180 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/BOYAmt07555
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt06927
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt034932
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-628
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt07555
IRS990EZ/Form990TotalAssetsGrp/EOYAmt06927
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt018521
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt034932
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt07555
IRS990EZ/NetAssetsOrFundBalancesEOYAmt06927
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt07555
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt06927
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12
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 Frick
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Donna Werdann
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Alfred J Werdann Jr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Director & Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP & Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt03979
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To provide final wishes to terminally ill adults.
IRS990EZ/PrintingPublicationsPostageAmt013060
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grants to terminally ill adults
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt018521
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
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/TotalExpensesAmt035560
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt034932
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt034932
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt045697
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt035231
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt024281
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt018539
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0158680
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01
IRS990ScheduleA/PublicSupportPY170Pct01
IRS990ScheduleA/PublicSupportTotal170Amt0158680
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt034932
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt045697
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt035231
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt024281
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt018539
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0158680
IRS990ScheduleA/TotalSupportAmt0158680
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grants $18,521
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Advertising $3211 Insurance $768
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Alfred Werdann
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03864926819
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-06
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/ReturnTs02022-09-06T18:25:42-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,927
Liabilities
$0
Net assets
$6,927
Revenue
$34,932
Expenses
$35,560
Net income
-$628
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits