THE WISDOM FOUNDATION (EIN 200571403) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

DOUGLAS PHILHOWER

Phone

5756218991

Tax Period

2023-01-01 to 2023-12-31

THE WISDOM FOUNDATION, founded in 2003, is a micro nonprofit in the Human Services sector that reported $419 in total revenue in fiscal year 2023. Revenue fell 36% from the prior year — a significant decline worth monitoring. Expenses of $10K exceeded revenue, resulting in a 2189% operating deficit.

Mission

TO PROMOTE AND FURTHER THE TEACHINGS OF THE WISDOM ESPECIALLY IN THE RIO RANCHO, NEW MEXICO AREA

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $399

Program Service Revenue $0

Investment Income $20

Other Revenue $0

TOTAL REVENUE $419

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,149

Other Expenses $9,593

TOTAL EXPENSES $9,593

Year-over-Year Comparison

	2023	2022	Change
Revenue	$419	$655	-0.4%
Expenses	$9,593	$14,288	-0.3%
Net Income	$-9,174	$-13,633	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUGLAS PHILHOWER	CHAIRMAN	N/A	Officer Director	$0	$0	$0
NAOMI PHILHOWER	VICE CHAIRWO	N/A	Officer Director	$0	$0	$0
JEFF SMITH	DIRECTOR	N/A	Director	$0	$0	$0
BRENDA WENZEL	TREASURER	N/A	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$419	$9,593	$174,553	$-9,174
2022	$655	$14,288	$183,727	$-13,633
2021	$1,028	$18,395	$197,360	$-17,367
2020	$119,327	$22,273	$214,727	$97,054
2019	$2,683	$11,692	$117,673	$-9,009
2018	$353	$11,056	$126,682	$-10,703

THE WISDOM FOUNDATION