TPhilanthropy, 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$1,363,36455%$3,457,5482%$42,563,6026%
2022$3,022,67921%$3,531,12411%$45,042,7861%
2021$3,806,76573%$3,950,86116%$45,691,2322%
2020$2,206,66294%$3,410,44410%$44,985,3303%
2019$1,135,15385%$3,091,699330%$46,139,112160%
2015$7,542,058817%$718,67910%$17,726,25462%
2014$822,62822%$795,3136%$10,965,7511%
2013$1,057,7509%$748,04712%$11,033,5045%
2012$973,2675%$669,52635%$10,483,9953%
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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Joan M Wismer Foundation — Sarasota, FL | GiveScope