Civic Intelligence

Wise Family Foundation

EIN 65-6374303 • Naples, FL

4309 Crayton RoadNaples, FL 34103
Siviq Scores

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

Liabilities / Assets

52nd percentile

0.03x

Higher debt load relative to assets than 52% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

83rd percentile

0.49x

Higher debt load relative to revenue than 83% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

11th percentile

-47%

Higher net margin than 11% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

26th percentile

-3.3%

Faster asset growth than 26% of similar nonprofits.

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

Revenue Growth

15th percentile

-21%

Faster revenue growth than 15% of similar nonprofits.

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

Assets

Down

$4,305,511

Down $147,846 (-3.3%) from 2023

Liabilities

Down

$124,987

Down $27,217 (-18%) from 2023

Net Assets

Down

$4,180,524

Down $120,629 (-2.8%) from 2023

Revenue

Down

$255,730

Down $66,506 (-21%) from 2023

Expenses

Up

$377,112

Up $72,535 (+24%) from 2023

Net Income

Down

-$121,382

Down $139,041 (-787%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,757,426Liabilities 2011: $350,5612011Assets 2012: $1,728,485Liabilities 2012: $302,5182012Assets 2013: $1,907,345Liabilities 2013: $255,7372013Assets 2014: $2,117,904Liabilities 2014: $207,5282014Assets 2015: $2,182,571Liabilities 2015: $157,8462015Assets 2018: $5,327,126Liabilities 2018: $1,725,000Net Assets 2018: $3,602,1262018Assets 2019: $5,037,002Liabilities 2019: $1,320,653Net Assets 2019: $3,716,3492019Assets 2020: $4,825,824Liabilities 2020: $1,010,398Net Assets 2020: $3,815,4262020Assets 2021: $4,934,848Liabilities 2021: $595,688Net Assets 2021: $4,339,1602021Assets 2022: $4,560,827Liabilities 2022: $277,323Net Assets 2022: $4,283,5042022Assets 2023: $4,453,357Liabilities 2023: $152,204Net Assets 2023: $4,301,1532023Assets 2024: $4,305,511Liabilities 2024: $124,987Net Assets 2024: $4,180,5242024

Highlighted filing

2024

Assets$4,305,511
Liabilities$124,987
Net Assets$4,180,524

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $202,077Expenses 2011: $114,882Net Income 2011: $87,1952011Revenue 2012: $161,517Expenses 2012: $144,030Net Income 2012: $17,4872012Revenue 2013: $313,436Expenses 2013: $114,279Net Income 2013: $199,1572013Revenue 2014: $361,187Expenses 2014: $124,301Net Income 2014: $236,8862014Revenue 2015: $280,952Expenses 2015: $161,202Net Income 2015: $119,7502015Revenue 2018: $957,413Expenses 2018: $243,132Net Income 2018: $714,2812018Revenue 2019: $439,245Expenses 2019: $389,181Net Income 2019: $50,0642019Revenue 2020: $370,674Expenses 2020: $271,597Net Income 2020: $99,0772020Revenue 2021: $778,143Expenses 2021: $272,993Net Income 2021: $505,1502021Revenue 2022: $294,928Expenses 2022: $358,470Net Income 2022: -$63,5422022Revenue 2023: $322,236Expenses 2023: $304,577Net Income 2023: $17,6592023Revenue 2024: $255,730Expenses 2024: $377,112Net Income 2024: -$121,3822024

Highlighted filing

2024

Revenue$255,730
Expenses$377,112
Net Income-$121,382

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Murray R WisePres & Chairman-$0--
Valerie G WiseVP & Director-$0--
Melissa SteedDirector-$0--
John B KirkpatrickDirector-$0--
Jason WiseDirector-$0--
Alex AndersonDirector-$0--
William CarlsonDirector-$0--
Julie BarreDirector-$0--
Jamie KnightSec/Treasurer-$0--
Jeff WrightDirector-$0--
Kevin HartDirector-$0--
Jason KlingamanDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wise Family Foundation
EIN
65-6374303
Phone
2394306240
Address
4309 Crayton Road, Naples, FL 34103

Signing Officer

Name
Murray R Wise
Title
Pres & Chairman
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Professional Advisory Group
Address
13240 EVENING CREEK DR S STE 312, SAN DIEGO, CA 92128
Preparer
Jerry C Dressel
Phone
8583357555
Raw XML AppendixShowing 400 of 575 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/PersonNm1Valerie G Wise
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Melissa Steed
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3John B Kirkpatrick
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Jason Wise
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Alex Anderson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6William Carlson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Julie Barre
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Jamie Knight
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9Jeff Wright
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10Kevin Hart
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm11Jason Klingaman
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO Box 537
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4915 NE Patchin Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5368 Hawser Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6702 Cherry Tree Lane
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt73 Margory Court
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt8490 Nottingham Dr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt9305 NE Third Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1016726 Pine Ridge Pass
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11828 Lydia Drive
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04309 Crayton Road
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Naples
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd034103
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Murray Wise
IRS990PF/StatementsRegardingActyGrp/PhoneNum02394306240
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Murray R Wise
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt17250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0To fund scholarships for students selected by University,campus renovations, football team support, Building Fund, etc.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Fund scholarships for students selected by University.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Contribution for their general ministry
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3To fund scholarships for college students
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Charities general Mission
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10Capital Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12General Giving
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13General Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14General Giving
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15General Giving
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16Supporting healthcare for their daughter who has very special needs.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17To fund for music program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Educ Inst
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1Educ Inst
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt16Educ inst
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Iowa State University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Robert Locke Scholarship No IA Comm
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Fellowship of Christian Athletes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Parkland College Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Habitant For Humanity-Collier Count
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Shriners Hospitals for Children
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6St Jude Childrens Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Samatritans Purse
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8The Salvation Army
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9United Way
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10YSS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11Drug Free Collier
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm12Heartland Museum Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm13Moffitt Cancer Center Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm14Naples Retreat
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm15Steve Jones
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm16Ramiro Rubio
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm17Oxford Adoption Foundation
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11None

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