Connect Wise Foundation Inc
Donations deductibleTotal assets
$240k
IRS master file
Directors and trustees
4
5.4y av
Left since last filing
0
no seats appear to have opened
Officers and senior staff
2
named in Part VII
Activity
T20
Philanthropy, voluntary services and grantmaking
Filings on record
6
latest 2024
Renewal outlook
Low current likelihood
score 0 of 100
Exempt since
2012
14 years ago
Connect Wise Foundation Inc's network
4 people2 organisationsi4 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (4). Violet dotted lines (2) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
4 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Arlin Sorensen | Director | 2022 | 4 yrs |
| Geoffrey Willison | Treasurer | 2018 | 8 yrs |
| Jason Magee | President, Director | 2022 | 4 yrs |
| Kathy Smith | Director | 2022 | 4 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
2 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Bradley Surminsky | CFO (Thru 6/1/2024) | since 2022 |
| Bradley Surminsky BEG 0420 | CFO | 2020 |
Colorado roster
7 listediOfficers, directors and trustees from the latest filing with the Colorado Secretary of State (document 20263001367). Titles are as filed; some entries are registered agents or custodians of records rather than board members. Source: data.colorado.gov, public domain.| Name | Title as filed |
|---|---|
| Jennifer Marczak | Director |
| Manny Rivelo | Director/President (CEO) |
| Joshua Poe | Director/Treasurer (Clo) |
| Ernie D'ambrose | Director |
| Manny Rivelo | President |
| Joshua Poe | |
| Arlin Sorensen | Director |
About
- Legal name
- Connect Wise Foundation Inc
- EIN
- 460635867
- Address
- 400 N Tampa St Ste 130, Tampa, FL, 33602-4717
- State
- Florida
- Activity (NTEE)
- T20 Philanthropy, voluntary services and grantmaking
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Philanthropy, Voluntarism & Grantmaking Foundations
- Size band
- 4 (IRS master file code)
- IRS ruling date
- 1 September 2012
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2024
- IRS Publication 78
- PF (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsGeoffrey Willison
≥4years on the filingsArlin Sorensen
≥4years on the filingsJason Magee
≥4years on the filingsKathy Smith
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $0 | $4k | Deficit $4k |
As filed on the IRS Form 990. US dollars.