NORTHEAST 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

Principal Officer

STEVEN HOAK

Phone

4104124379

Tax Period

2024-01-01 to 2024-12-31

NORTHEAST WISDOM INC is a small nonprofit in the Religion sector that reported $359K in total revenue in fiscal year 2024. Revenue surged 102% from the prior year, signaling strong growth momentum. The organization ran a surplus of $168K, a strong 47% operating margin.

Mission

CONTEMPLATIVE, SPIRITUAL, AND WISDOM PRACTICES, AND EDUCATION

Program Service Accomplishments

Program 1

Expenses: $89,321

WISDOM COMMUNITY SUPPORT; CONDUCTED PROJECTS TO FURTHER WISDOM STUDIES AND PRACTICES THROUGH IN-PERSON GATHERINGS AND PRACTICE CIRCLES AND ON-LINE PROGRAMS WHERE PARTICIPANTS HAVE REGULAR...

WISDOM COMMUNITY SUPPORT; CONDUCTED PROJECTS TO FURTHER WISDOM STUDIES AND PRACTICES THROUGH IN-PERSON GATHERINGS AND PRACTICE CIRCLES AND ON-LINE PROGRAMS WHERE PARTICIPANTS HAVE REGULAR OPPORTUNITIES TO DEEPEN THE FOUNDATIONAL PRACTICES OF WISDOM LIVING (CENTERING PRAYER AND OTHER FORMS OF MEDITATION, SACRED MOVEMENTS, LECTIO DIVINA, SACRED CHANTING, AND MINDFUL WORK), BOOK STUDY CIRCLES, AND WISDOM TOPIC DISCUSSION GROUPS, IN PERSON GATHERINGS AND ON-LINE VIRTUAL RETREATS, AND MAINTENANCE OF AN INTERACTIVE WEBSITE WITH DAILY MEDITATION SITS, COMMUNITY PRACTICE DAYS, INTERACTIONS WITH SENIOR WISDOM TEACHERS AND LEADERS, AS WELL AS AN EVENTS CALENDAR WITH REGISTRATION DETAILS; MORE THAN 1000 PARTICIPANTS REGISTERED FOR ONE OR MORE OF THESE SPECIFIC ACTIVITIES, WITH VISITORS TO THE WEBSITE NUMBERING BETWEEN THREE AND SIX THOUSAND ON A DAILY BASIS.

Program 2

Expenses: $75,172

WISDOM COMMUNITY AND INVIDUAL EDUCATION ACTIVITIES INCLUDING IN PERSON WISDOM SCHOOLS, ON-LINE AUDIO AND VIDEO COURSES; ACCESS TO AN EXTENSIIVE CURATED BODY OF WISDOM LITERATURE AND WRITINGS BY...

WISDOM COMMUNITY AND INVIDUAL EDUCATION ACTIVITIES INCLUDING IN PERSON WISDOM SCHOOLS, ON-LINE AUDIO AND VIDEO COURSES; ACCESS TO AN EXTENSIIVE CURATED BODY OF WISDOM LITERATURE AND WRITINGS BY CURRENT AND DECEASED WIDELY RECOGNIZED WISDOM SCHOLARS, TEACHERS AND PRACTIONERS, AS WELL AS OTHER RESOURCES WITH A FOCUS ON COMMUNITY NEWS, PROFILES AND INTERVIEWS WHICH EXPLORE HOW WISDOM IS BEING PLANTED AND EXPRESSED IN THE LIVES AND WORK/MINISTRIES OF THOSE WHO HAVE FOUND THEIR WAY ONTO THIS PATH; RESEARCH AND RESOURCE MATERIALS SUPPORTING EMERGING WISDOM TEACHERS AND MENTORS AND THOSE WISHING TO DEEPEN THEIR PERSONAL KNOWLEDGE AND PRACTICE. FIVE THOUSAND NEWSLETTER SUBSCRIBERS; MORE THAN 200,000 ANNUAL WEBSITE PAGE VIEWS; HUNDREDS OF PARTICIPANTS IN FORMAL COURSE OFFERINGS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $225,493

Program Service Revenue $117,644

Investment Income $15,594

Other Revenue $0

TOTAL REVENUE $358,731

Expense Breakdown

Grants Paid $1,500

Salaries & Benefits $33,900

Fundraising Expenses $0

Program Expenses $164,493

Other Expenses $155,387

TOTAL EXPENSES $190,787

Year-over-Year Comparison

	2024	2023	Change
Revenue	$358,731	$177,691	+1.0%
Expenses	$190,787	$142,521	+0.3%
Net Income	$167,944	$35,170	+3.8%

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

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

$1,300

Total Directors

$71,901

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CYNTHIA BOURGEAULT	BOARD MEMBER	20.00	Director	$54,951	$0	$54,951
ROBERT SABATH	BOARD MEMBER	20.00	Director	$16,000	$0	$16,000
MARCELLA KRAYBILL-GRGGO	BOARD MEMBER	5.00	Director	$950	$0	$950
HEATHER RUCE	VICE PRESIDE	15.00	Officer	$700	$0	$700
JEANINE SILER-JONES	PRESIDENT	20.00	Officer	$600	$0	$600
APRIL HOAK	BOARD MEMBER	1.00	Director	$0	$0	$0
MARY ELLEN JERNIGAN	BOARD MEMBER	1.00	Director	$0	$0	$0
HENRY SHOENFIELD	BOARD MEMBER	2.00	Director	$0	$0	$0
STEVEN HOAK	TREASURER	3.00	Officer	$0	$0	$0
KATHLEEN STEPHENS	SECRETARY	2.00	Officer	$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	$358,731	$190,787	$533,049	$167,944
2022	$214,033	$131,031	$329,935	$83,002