Civic Intelligence

Joans Wish Foundation Inc.

990EZ • Fiscal year 2024 • EIN 47-2703833

Jul 01, 2023 to Jun 30, 2024 • Filed on Aug 16, 2024

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

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

35th percentile

-3.6%

Higher net margin than 35% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

28th percentile

-15%

Faster asset growth than 28% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

63rd percentile

14%

Faster revenue growth than 63% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$9,239

Down $1,656 (-15%) from 2023

Net Assets

Down

$9,239

Down $1,656 (-15%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin35th percentile

Revenue

Up

$45,832

Up $5,663 (+14%) from 2023

Expenses

Up

$47,488

Up $11,287 (+31%) from 2023

Net Income

Down

-$1,656

Down $5,624 (-142%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2024

Assets$9,239
Liabilities$0
Net Assets$9,239
Open 2024 Filing

Operations Trend

Revenue Growth63rd 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

2024

Revenue$45,832
Expenses$47,488
Net Income-$1,656
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 16, 2024
Return Version
2023v5.0
Gross Receipts
$45,832
Mission and Program Overview

Mission

To provide final wishes to terminally ill adults.

Program Services

DescriptionGrantsExpenses
Provided grants to terminally ill adults.$28,222$19,266
Grants to terminally ill adults$0$0
Compensation and Service Providers
Top Officer Pay79th 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
2024-08-16
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Advertising $4116 , travel $891, Insurance $1261”

Raw XML Appendix170 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/BOYAmt010895
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09239
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt045832
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-1656
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt010895
IRS990EZ/Form990TotalAssetsGrp/EOYAmt09239
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt028222
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt045832
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt010895
IRS990EZ/NetAssetsOrFundBalancesEOYAmt09239
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt010895
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt09239
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/OtherExpensesTotalAmt06268
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To provide final wishes to terminally ill adults.
IRS990EZ/PrintingPublicationsPostageAmt012998
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grants to terminally ill adults
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Provided grants to terminally ill adults.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt128222
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt119266
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/TotalExpensesAmt047488
IRS990EZ/TotalProgramServiceExpensesAmt019266
IRS990EZ/TotalRevenueAmt045832
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt045832
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt040169
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt034932
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt045697
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt035231
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0201861
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01
IRS990ScheduleA/PublicSupportPY170Pct01
IRS990ScheduleA/PublicSupportTotal170Amt0201861
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt045832
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt040169
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt034932
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt045697
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt035231
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0201861
IRS990ScheduleA/TotalSupportAmt0201861
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising $4116 , travel $891, Insurance $1261
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Alfred Werdann
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03864926819
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-16
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/ReturnTs02024-08-16T16:25:59-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$9,239
Liabilities
$0
Net assets
$9,239
Revenue
$45,832
Expenses
$47,488
Net income
-$1,656
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. 2024 filings • 501(c)3 • <$500k nonprofits