WISDOM INC

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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

2000

Legal Domicile

Principal Officer

DAVID LINERS

Phone

4148412762

Tax Period

2023-01-01 to 2023-12-31

WISDOM INC, founded in 2000, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.5M in total revenue in fiscal year 2023. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $3.0M exceeded revenue, resulting in a 20% operating deficit.

Mission

WISDOM WORKS WITH CONGREGATION-BASED COMMUNITY ORGANIZATIONS TO CREATE UNDERSTANDING AND BUILD RELATIONSHIPS ACROSS BOUNDARIES, TO TRAIN LEADERS, AND TO ORGANIZE PEOPLE TO ADVOCATE FOR SOCIAL CHANGE THAT IS IN ACCORD WITH THEIR VALUES.

Program Service Accomplishments

Program 1

Expenses: $1,899,196 Revenue: $1,397,965

WISDOM AND ITS AFFILIATE ORGANIZATIONS RETOOLED QUICKLY IN RESPONSE TO THE COVID 19 PANDEMIC. INTENTIONAL VOTER ENGAGEMENT CAMPAIGN PROJECTS AROUND THE STATE CHANGED THE GET OUT THE VOTE OUTREACH TO VIRTUAL FORMATS AND PHONEBANK PROJECTS. LEADERSHIP TRAINING WORKSHOPS ALSO WENT VIRTUAL, INCLUDING THE SIGNATURE FIVEWEEK LEADERSHIP INSTITUTE OF WHICH THERE WERE FIVE SEPARATE SESSIONS. THIS ALLOWED FOR VERY DIVERSE PARTICIPATION AS SESSIONS WERE OPEN TO PEOPLE AROUND THE STATE. WE INITIATED THE WISDOM SCHOOL OF DEMOCRACY, A SERIES OF TUESDAY NIGHT SESSIONS FOR VOTER EDUCATION, AS WELL AS A SERIES OF SATURDAY MORNING WORKSHOPS FOCUSING ON VARIOUS WISDOM ISSUE CAMPAIGNS. WE CONTINUED TO HOLD BOARD, CORE TEAM AND TASK FORCE MEETINGS, BY ZOOM. WISDOM LEADERS CONTINUED TO LEAD PUBLIC ACTIONS MASKED AND DISTANCED FOR EXAMPLE AGAINST RACISM IN PUBLIC SCHOOLS IN BURLINGTON, AROUND THE STATE FOR RACIAL EQUITY, AND AT THE GOVERNOR'S MANSION AND 9 WISCONSIN PRISONS CALLING FOR PROTECTION FOR THOSE IN PRISON AGAINST COVID.

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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 $1,103,970

Program Service Revenue $1,396,717

Investment Income $0

Other Revenue $6,076

TOTAL REVENUE $2,506,763

Expense Breakdown

Grants Paid $176,575

Salaries & Benefits $2,027,411

Fundraising Expenses $233,273

Program Expenses $1,899,196

Other Expenses $814,268

TOTAL EXPENSES $3,018,254

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,506,763	$3,159,614	-0.2%
Expenses	$3,018,254	$2,871,939	+0.1%
Net Income	$-511,491	$287,675	-2.8%

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

Volunteers

400

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

$108,322

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REV MARIAN BOYLE	PRESIDENT	1.00	Officer Director	$0	$0	$0
SUE SPICER	SECRETARY	1.00	Officer Director	$0	$0	$0
RON ALEXANDER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
TALIB AKBAR	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
REV WILLIE BRISCO	PAST-PRESIDENT	1.00	Officer Director	$0	$0	$0
REV DR RICHARD SHAW	MEMBER	1.00	Director	$0	$0	$0
RABBI DENA FEINGOLD	MEMBER	1.00	Director	$0	$0	$0
TAMMY HAYWARD	MEMBER	1.00	Director	$0	$0	$0
BERNIE GONZALEZ	MEMBER	1.00	Director	$0	$0	$0
BETTY GROENEWOLD	TREASURER	1.00	Officer Director	$0	$0	$0
JOHN WAGNER	FINANCIAL SECRETARY	1.00	Officer Director	$0	$0	$0
CONNIE KANITZ	MEMBER	1.00	Director	$0	$0	$0
STEVE WARNER	MEMBER	1.00	Director	$0	$0	$0
SAUNDRA BROWN	MEMBER	1.00	Director	$0	$0	$0
CATOYA ROBERTS	MEMBER	1.00	Director	$0	$0	$0
DAVID LINERS	EXECUTIVE DIRECTOR	40.00	Officer	$77,665	$30,657	$108,322

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	$2,506,763	$3,018,254	$1,014,043	$-511,491
2022	$3,159,614	$2,871,939	$1,370,314	$287,675
2021	$1,733,515	$2,194,921	$1,123,641	$-461,406
2020	$3,552,452	$2,411,033	$1,578,446	$1,141,419
2019	$1,527,682	$1,460,592	$337,088	$67,090
2018	$1,500,209	$1,391,367	$271,750	$108,842