Wise Family Foundation

Escondido, CA
Tax-exempt since May 2001
EIN: 33-0885070

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Oct.
2023

Revenue

-$4,980

Expenses

$64,289

Net Income

-$69,269

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$44
Interest Revenue	$2
Dividends	$0
Sales of Assets	-$5,026
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,289	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$0
Total Liabilities	$0
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey L Wise (Ceo)	$0	$0
Susan K Wise (Secretary)	$0	$0
Mari Mahan (Director)	$0	$0
Michael Mahan (Director)	$0	$0
Lynette Cross (Director)	$0	$0
Cathi Adams (Director)	$0	$0
Richard Szabo (Director)	$0	$0
Susan Szabo (Director)	$0	$0

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990-PF

Filed on Nov. 6, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2022

Revenue

$3,056

Expenses

$4,915

Net Income

-$1,859

Net Assets

$69,269

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$329	10.8%
Interest Revenue	$0
Dividends	$2,727	89.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,915	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$69,269
Total Liabilities	$0
Net Assets	$69,269

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey L Wise (Cfo)	$0	$0
Susan K Wise (Ceo)	$0	$0
Mari Mahan (Director)	$0	$0
Michael Mahan (Director)	$0	$0
Lynette Cross (Director)	$0	$0
Cathi Adams (Director)	$0	$0
Richard Szabo (Director)	$0	$0
Susan Szabo (Director)	$0	$0

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990-PF

Filed on June 21, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2021

Revenue

$2,464

Expenses

$4,253

Net Income

-$1,789

Net Assets

$71,128

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$19	0.8%
Interest Revenue	$0
Dividends	$3,482	> 100%
Sales of Assets	-$1,037
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,253	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$71,128
Total Liabilities	$0
Net Assets	$71,128

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey L Wise (Cfo)	$0	$0
Susan K Wise (Ceo)	$0	$0
Mari Mahan (Director)	$0	$0
Michael Mahan (Director)	$0	$0
Lynette Cross (Director)	$0	$0
Cathi Adams (Director)	$0	$0
Richard Szabo (Director)	$0	$0
Susan Szabo (Director)	$0	$0
John Szabo (Director)	$0	$0
Irene Szabo (Director)	$0	$0

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990-PF

Filed on June 21, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2020

Revenue

$3,659

Expenses

$3,279

Net Income

$380

Net Assets

$72,917

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$16	0.4%
Interest Revenue	$0
Dividends	$3,643	99.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,279	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$72,917
Total Liabilities	$0
Net Assets	$72,917

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2019

Revenue

$3,675

Expenses

$2,430

Net Income

$1,245

Net Assets

$72,537

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20	0.5%
Interest Revenue	$0
Dividends	$3,655	99.5%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,430	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$72,537
Total Liabilities	$0
Net Assets	$72,537

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2015

Revenue

$4,116

Expenses

$4,826

Net Income

-$710

Net Assets

$71,747

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$225	5.5%
Interest Revenue	$0
Dividends	$3,037	73.8%
Sales of Assets	$854	20.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,541	73.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$71,747
Total Liabilities	$0
Net Assets	$71,747

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2014

Revenue

$3,498

Expenses

$3,824

Net Income

-$326

Net Assets

$72,457

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,515	71.9%
Sales of Assets	$983	28.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,525	66.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$72,457
Total Liabilities	$0
Net Assets	$72,457

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2013

Revenue

$2,950

Expenses

$5,809

Net Income

-$2,859

Net Assets

$72,783

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6	0.2%
Interest Revenue	$0
Dividends	$2,225	75.4%
Sales of Assets	$719	24.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,800	82.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$72,783
Total Liabilities	$0
Net Assets	$72,783

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2012

Revenue

$3,417

Expenses

$9,591

Net Income

-$6,174

Net Assets

$75,642

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,434	71.2%
Sales of Assets	$983	28.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,320	86.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$75,642
Total Liabilities	$0
Net Assets	$75,642

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2011

Revenue

$3,685

Expenses

$1,437

Net Income

$2,248

Net Assets

$78,816

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,958	80.3%
Sales of Assets	$727	19.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$450	31.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$81,816
Total Liabilities	$3,000
Net Assets	$78,816

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Oct.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Updated May 27, 2026

Wise Family Foundation

Organization summary

Organization summary might be incomplete or out of date

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Oct. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Oct. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Oct. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Oct. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2010

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Oct. 2009

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Oct. 2008

No Extracted Financial Data

Fiscal Year Ending Oct.
2023

Fiscal Year Ending Oct.
2022

Fiscal Year Ending Oct.
2021

Fiscal Year Ending Oct.
2020

Fiscal Year Ending Oct.
2019

Fiscal Year Ending Oct.
2018

Fiscal Year Ending Oct.
2017

Fiscal Year Ending Oct.
2016

Fiscal Year Ending Oct.
2015

Fiscal Year Ending Oct.
2014

Fiscal Year Ending Oct.
2013

Fiscal Year Ending Oct.
2012

Fiscal Year Ending Oct.
2011

Fiscal Year Ending Oct.
2010

Fiscal Year Ending Oct.
2009

Fiscal Year Ending Oct.
2008

Fiscal Year Ending Oct.
2007

Fiscal Year Ending Oct.
2006

Fiscal Year Ending Oct.
2005

Fiscal Year Ending Oct.
2004

Fiscal Year Ending Oct.
2003

Fiscal Year Ending Oct.
2002

Fiscal Year Ending Oct.
2001