WISE FOUNDATION (EIN 273337511) - 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

2009

Legal Domicile

Principal Officer

CARMEN SCHULZE

Tax Period

2023-07-01 to 2024-06-30

WISE FOUNDATION, founded in 2009, is a small nonprofit in the Education sector that reported $277K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $108K, a strong 39% operating margin.

Mission

TO PROVIDE SUPPORT FOR THE WARREN COUNTY RIII SCHOOL DISTRICT OF WARRENTON, ITS FACULTY, ALUMNUS AND STUDENTS, AND TO PROMOTE, SPONSOR AND CARRY OUT EDUCATIONAL, SCIENTIFIC AND RELATED ACTIVITIES AND OBJECTIVES WITHIN THE WARREN COUNTY RIII SCHOOL DISTRICT.

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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 $211,569

Program Service Revenue $0

Investment Income $11,585

Other Revenue $53,799

TOTAL REVENUE $276,953

Expense Breakdown

Grants Paid $161,858

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $168,864

Other Expenses $7,006

TOTAL EXPENSES $168,864

Year-over-Year Comparison

	2023	2022	Change
Revenue	$276,953	$239,961	+0.2%
Expenses	$168,864	$115,717	+0.5%
Net Income	$108,089	$124,244	-0.1%

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
CARRIE BOLM	VICE-PRESIDE	N/A	Officer Director	$0	$0	$0
TERESA LEE	SECRETARY	N/A	Officer Director	$0	$0	$0
JOHN MEIER	TREASURER	N/A	Director	$0	$0	$0
CARMEN SCHULZE	PRESIDENT	N/A	Officer 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
2025	No data	No data	No data	No data
2024	$276,953	$168,864	$2,689,547	$108,089
2023	$239,961	$115,717	$2,581,458	$124,244
2022	$2,099,400	$103,071	$2,457,214	$1,996,329
2021	$339,705	$109,165	$460,885	$230,540

WISE FOUNDATION