Civic Intelligence

Peter a Wish and Lesliebeth Berger Wish Foundation Inc.

990PF • Fiscal year 2023 • EIN 65-0845132

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 11, 2025

Organization Profile
1444 Harbor DriveSarasota, FL 34239

(941) 928-1186

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

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

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

9th percentile

-91%

Higher net margin than 9% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

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.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

63rd percentile

6.4%

Faster asset growth than 63% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

89th percentile

99%

Faster revenue growth than 89% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$113,795

Up $6,796 (+6.4%) from 2022

Net Assets

Up

$113,795

Up $6,796 (+6.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin9th percentile

Revenue

Up

$6,935

Up $3,443 (+99%) from 2022

Expenses

Up

$13,227

Up $2,881 (+28%) from 2022

Net Income

Up

-$6,292

Up $562 (+8.2%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$400K$300K$200K$100K$0Assets 2011: $87,942Liabilities 2011: $02011Assets 2012: $208,352Liabilities 2012: $02012Assets 2013: $368,711Liabilities 2013: $02013Assets 2014: $118,737Liabilities 2014: $02014Assets 2015: $98,164Liabilities 2015: $02015Assets 2017: $83,222Liabilities 2017: $0Net Assets 2017: $83,2222017Assets 2018: $82,777Liabilities 2018: $0Net Assets 2018: $82,7772018Assets 2019: $111,388Liabilities 2019: $0Net Assets 2019: $111,3882019Assets 2020: $111,149Liabilities 2020: $0Net Assets 2020: $111,1492020Assets 2021: $110,301Liabilities 2021: $0Net Assets 2021: $110,3012021Assets 2022: $106,999Liabilities 2022: $0Net Assets 2022: $106,9992022Assets 2023: $113,795Liabilities 2023: $0Net Assets 2023: $113,7952023Assets 2024: $140,415Liabilities 2024: $0Net Assets 2024: $140,4152024

Highlighted filing

2023

Assets$113,795
Liabilities$0
Net Assets$113,795
Open 2023 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40K$20K$0-$20KRevenue 2011: $113Expenses 2011: $113Net Income 2011: $02011Revenue 2012: $310Expenses 2012: $8,621Net Income 2012: -$8,3112012Revenue 2013: $792Expenses 2013: $16,226Net Income 2013: -$15,4342013Revenue 2014: $2,224Expenses 2014: $9,273Net Income 2014: -$7,0492014Revenue 2015: $4,299Expenses 2015: $5,462Net Income 2015: -$1,1632015Revenue 2017: $608Expenses 2017: $8,169Net Income 2017: -$7,5612017Revenue 2018: $2,410Expenses 2018: $3,325Net Income 2018: -$9152018Revenue 2019: $29,016Expenses 2019: $6,285Net Income 2019: $22,7312019Revenue 2020: $4,669Expenses 2020: $4,908Net Income 2020: -$2392020Revenue 2021: $5,536Expenses 2021: $10,945Net Income 2021: -$5,4092021Revenue 2022: $3,492Expenses 2022: $10,346Net Income 2022: -$6,8542022Revenue 2023: $6,935Expenses 2023: $13,227Net Income 2023: -$6,2922023Revenue 2024: $25,000Expenses 2024: $7,550Net Income 2024: $17,4502024

Highlighted filing

2023

Revenue$6,935
Expenses$13,227
Net Income-$6,292
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 11, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr Peter WishPresidentPT$0--
Filing and Contact Details

Filer

Filer Name
Peter a Wish and Lesliebeth Berger Wish
EIN
65-0845132
Phone
9419281186
Address
1444 Harbor Drive, Sarasota, FL 34239

Signing Officer

Name
Peter Wish
Title
Trustee
Signed
2025-02-11
Discuss with paid preparer
Yes

Preparer

Firm
Robinson Gruters and Roberts
Address
133 Harbor Dr S, Venice, FL 34285
Preparer
Joseph Gruters
Phone
9414887794
Raw XML Appendix316 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/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Dr Peter Wish
IRS990PF/StatementsRegardingActyGrp/PhoneNum09413630303
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Shriners Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2National Multiple Sclerosis Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Wounded Warrior Project
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm13Memphis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm14Tampa
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd610306
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd734230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd849242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd920706
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1032308
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1134236
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1233124
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1338105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1434240
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06227
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05646
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05300
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04300
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05535
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03325
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03325
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt027008
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06227
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05646
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05300
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04300
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05535
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06227
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06227
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt030333
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt024106
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05400
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Other Misc Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05400
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Peter Wish
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PETER A WISH AND LESLIEBETH BERGER WISH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0PETE
ReturnHeader/Filer/EIN0650845132
ReturnHeader/Filer/PhoneNum09419281186
ReturnHeader/Filer/USAddress/AddressLine1Txt01444 Harbor Drive
ReturnHeader/Filer/USAddress/CityNm0Sarasota
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034239
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832835632
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Robinson Gruters and Roberts
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0133 Harbor Dr S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Venice
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034285
ReturnHeader/PreparerPersonGrp/PhoneNum09414887794
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSEPH GRUTERS
ReturnHeader/ReturnTs02025-02-11T07:18:06-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$113,795
Liabilities
$0
Net assets
$113,795
Revenue
$6,935
Expenses
$13,227
Net income
-$6,292
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.25$0.08$0.17
2023Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.07$0.13$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.03$0.10$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.06$0.11$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.05$0.05$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.29$0.06$0.23
2018Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.02$0.03$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.01$0.08$0.08
2015Summary only. Only limited summary data is available for this year.$0.98$0.00$0.04$0.05$0.01
2014Summary only. Only limited summary data is available for this year.$1.19$0.00$0.02$0.09$0.07
2013Summary only. Only limited summary data is available for this year.$3.69$0.00$0.01$0.16$0.15
2012Summary only. Only limited summary data is available for this year.$2.08$0.00$0.00$0.09$0.08
2011Summary only. Only limited summary data is available for this year.$0.88$0.00$0.00$0.00$0.00