T — Philanthropy, Voluntarism & GrantmakingEIN: 233089181· Ruling Year: 2001

Joan M Wismer Foundation

Sarasota, Florida

B-Health Score
46B-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Average

How This Organization Compares

Compared to 20 peers in Philanthropy, Voluntarism & Grantmaking with <$100K revenue

Working Capital Ratio (net assets ÷ expenses)

This Org12.20×
Peer Median18.82×
💰
$1.4M
Total Revenue
📊
$3.5M
Total Expenses
🏦
$42.2M
Net Assets
📋
$375K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-54.9%
Year-over-year change (2022 → 2023)
Net Margin
-153.6%
Revenue minus expenses as % of revenue
Working Capital Ratio
12.20
Net assets divided by total expenses
Liabilities-to-Assets
0.9%
Total liabilities as % of total assets

Filing History

10 filings on record
YearRevenueExpensesAssets
2023$1,363,364↓55%$3,457,548↓2%$42,563,602↓6%
2022$3,022,679↓21%$3,531,124↓11%$45,042,786↓1%
2021$3,806,765↑73%$3,950,861↑16%$45,691,232↑2%
2020$2,206,662↑94%$3,410,444↑10%$44,985,330↓3%
2019$1,135,153↓85%$3,091,699↑330%$46,139,112↑160%
2015$7,542,058↑817%$718,679↓10%$17,726,254↑62%
2014$822,628↓22%$795,313↑6%$10,965,751↓1%
2013$1,057,750↑9%$748,047↑12%$11,033,504↑5%
2012$973,267↓5%$669,526↑35%$10,483,995↑3%
2011$1,027,527$497,697$10,178,759

Frequently Asked Questions

What does Joan M Wismer Foundation do?▼

Joan M Wismer Foundation is a philanthropy, voluntarism & grantmaking nonprofit organization based in Florida. It is classified under NTEE code T20 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Joan M Wismer Foundation financially healthy?▼

Based on our 9-metric Financial Health Score model, Joan M Wismer Foundation has a score of 46/100 (Grade: B-). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Joan M Wismer Foundation generate?▼

Revenue data for Joan M Wismer Foundation is sourced from IRS filings. Detailed financial breakdowns may be available on the organization's Form 990.

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