Civic Intelligence

The Joanna Foundation

EIN 57-0314444 • Sullivans Island, SC

PO Box 308Sullivans Island, SC 29482-0308
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

41st percentile

0.01x

Higher debt load relative to revenue than 41% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

45th percentile

2.5%

Higher net margin than 45% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

61st percentile

$52,181

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 17.5% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

40th percentile

0.1%

Faster asset growth than 40% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

17th percentile

-18%

Faster revenue growth than 17% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$3,525,321

Up $4,969 (+0.1%) from 2023

Liabilities

Down

$2,194

Down $2,492 (-53%) from 2023

Net Assets

Up

$3,523,127

Up $7,461 (+0.2%) from 2023

Operations
Liabilities / Revenue41st percentileNet Margin45th percentile

Revenue

Down

$298,954

Down $66,002 (-18%) from 2023

Expenses

Up

$291,493

Up $34,631 (+13%) from 2023

Net Income

Down

$7,461

Down $100,633 (-93%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,284,618Liabilities 2010: $67Net Assets 2010: $3,284,5512010Assets 2011: $3,404,067Liabilities 2011: $1,372Net Assets 2011: $3,402,6952011Assets 2012: $3,306,902Liabilities 2012: $3,6552012Assets 2013: $3,334,651Liabilities 2013: $386Net Assets 2013: $3,334,2652013Assets 2014: $3,448,905Liabilities 2014: $3,174Net Assets 2014: $3,445,7312014Assets 2015: $3,466,127Liabilities 2015: $5,972Net Assets 2015: $3,460,1552015Assets 2016: $3,360,254Liabilities 2016: $4,847Net Assets 2016: $3,355,4072016Assets 2017: $3,490,628Liabilities 2017: $0Net Assets 2017: $3,490,6282017Assets 2018: $3,551,699Liabilities 2018: $1,505Net Assets 2018: $3,550,1942018Assets 2019: $3,486,753Liabilities 2019: $0Net Assets 2019: $3,486,7532019Assets 2020: $3,322,229Liabilities 2020: $0Net Assets 2020: $3,322,2292020Assets 2021: $3,560,014Liabilities 2021: $10,252Net Assets 2021: $3,549,7622021Assets 2022: $3,408,967Liabilities 2022: $1,395Net Assets 2022: $3,407,5722022Assets 2023: $3,520,352Liabilities 2023: $4,686Net Assets 2023: $3,515,6662023Assets 2024: $3,525,321Liabilities 2024: $2,194Net Assets 2024: $3,523,1272024

Highlighted filing

2024

Assets$3,525,321
Liabilities$2,194
Net Assets$3,523,127
Open 2024 Filing

Operations Trend

Revenue Growth17th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $205,6992010Expenses 2011: $212,0162011Revenue 2012: $117,193Expenses 2012: $216,641Net Income 2012: -$99,4482012Revenue 2013: $267,428Expenses 2013: $236,410Net Income 2013: $31,0182013Revenue 2014: $358,717Expenses 2014: $247,251Net Income 2014: $111,4662014Revenue 2015: $236,411Expenses 2015: $221,987Net Income 2015: $14,4242015Revenue 2016: $123,378Expenses 2016: $228,126Net Income 2016: -$104,7482016Revenue 2017: $362,009Expenses 2017: $226,788Net Income 2017: $135,2212017Revenue 2018: $347,842Expenses 2018: $288,276Net Income 2018: $59,5662018Revenue 2019: $171,932Expenses 2019: $235,373Net Income 2019: -$63,4412019Revenue 2020: $76,410Expenses 2020: $240,934Net Income 2020: -$164,5242020Revenue 2021: $545,273Expenses 2021: $317,740Net Income 2021: $227,5332021Revenue 2022: $139,420Expenses 2022: $281,610Net Income 2022: -$142,1902022Revenue 2023: $364,956Expenses 2023: $256,862Net Income 2023: $108,0942023Revenue 2024: $298,954Expenses 2024: $291,493Net Income 2024: $7,4612024

Highlighted filing

2024

Revenue$298,954
Expenses$291,493
Net Income$7,461
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$3,525,321
Liabilities
$2,194
Net assets
$3,523,127
Revenue
$298,954
Expenses
$291,493
Net income
$7,461
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.52$0.30$0.29$0.01
2023Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.36$0.26$0.11
2022Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.14$0.28$0.14
2021Detailed filing. Detailed filing data is available for this year.$3.56$0.01$3.55$0.55$0.32$0.23
2020Detailed filing. Detailed filing data is available for this year.$3.32$0.00$3.32$0.08$0.24$0.16
2019Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.17$0.24$0.06
2018Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.35$0.29$0.06
2017Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.36$0.23$0.14
2016Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.12$0.23$0.10
2015Detailed filing. Detailed filing data is available for this year.$3.47$0.01$3.46$0.24$0.22$0.01
2014Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.36$0.25$0.11
2013Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.27$0.24$0.03
2012Summary only. Only limited summary data is available for this year.$3.31$0.00$0.12$0.22$0.10
2011Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.21
2010Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Margaret P SchachteExec. Vice PresidentPT$52,181-$52,181
Yonge Regnery JonesPresident-$0--
Christopher C SchachteTreasurer-$0--
Mildred D KitchellSecretary-$0--
Eugenie J ParkerTrustee-$0--
William D MennonnaTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Joanna Foundation
EIN
57-0314444
Phone
8432244620
Address
PO BOX 308, SULLIVANS ISLAND, SC 29482-0308

Signing Officer

Name
Margarete P Schachte
Title
Executive Vice President
Phone
8438839199
Signed
2025-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Glaser and Company LLC
Address
1859 Summerville Ave Suite 800, Charleston, SC 29405
Preparer
Erik Glaser CPA
Phone
8438490179
Raw XML AppendixShowing 400 of 676 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Yonge Regnery Jones
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Christopher C Schachte
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Mildred D Kitchell
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Eugenie J Parker
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4William D Mennonna
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Margaret P Schachte
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Proposal submitted electronically on designated application form provided on The Joanna Foundation web site or available by request.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MARGARET P SCHACHTE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08432244620
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 308
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0The funding area focuses on South Carolina. The foundation generally does not review requests from organizations that do not have a significant impact within at least one of five designated counties: Berkeley, Charleston Dorchester, Laurens and Newberry.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0The Foundation has three funding cycles per year. Upcoming deadlines are posted on its website.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Support
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General Support
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt18General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt19General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt20General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt22General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt23General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt24General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt25General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt27General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt31General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt32General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt33General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt34General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt35General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt36General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt37General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt38General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt39General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt40General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0American College of the Building Arts
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Amphibian and Reptile Conservancy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Apparent Winds
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Barrier Islands Free Medical Clinic
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Big Brothers Big Sisters of the Lowcountry
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Bridges of Hope (formerly Bridges for End of Life)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Charleston Habitat for Humanity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Charleston Hope
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8Charleston Parks Conservancy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9Charleston Port & Seafarers Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10Charleston Pro Bono Legal Services Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11Charleston Stage
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12Children's Museum of the Lowcountry
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt13Colour of Music Festival
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt14East Cooper Faith Network
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15Edisto Indian Free Medical Clinic
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16Vision to Learn
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17Friends of Coastal South Carolina
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18Heal with HeARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19Holy City Wellbeing
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20Jewish Family Services of Greater Charleston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21Laurens County First Steps to School Readiness Partnership
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22Let's Walk
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23Lowcountry Marine Mammal Network
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24Lowcounty and Midlands Orphan Relief
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25Media Reform of SC LLC for Ohm Radio
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26My Sister's House
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt27Neighbors Together
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt28Palmetto Conservation Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt29Remnant House Outreach Ministry
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt30Respite Care Charleston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt31SC Environmental Law Project
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt32Sea Island Habitat for Humanity
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt33Seabrook Island Village Neighbors
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt34Spectrum Sailing
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt35The Joanna Project
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt36MUSC Cares for the Unhoused
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt37The Orton-Gillingham Center of Charleston
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt38The Village Museum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt39Turn90
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt40We Are Family
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