ALLIED WISDOM FOUNDATION THE ALLIED WISDOM FOUNDATION

EIN: 473828447 501(c)(3) Employment

MOCKSVILLE, NC

Total Revenue
$469,550
Total Expenses
$156,639
Total Assets
$16,540,168
Net Assets
$16,383,529
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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
2015
Legal Domicile
NC
Principal Officer
LEE W KOSUB
Phone
3369983971
Tax Period
2023-01-01 to 2023-12-31

ALLIED WISDOM FOUNDATION THE ALLIED WISDOM FOUNDATION, founded in 2015, is a small nonprofit in the Employment sector that reported $470K in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $313K, a strong 67% operating margin.

Mission

SUPPORT PROJECTS AND SERVICES OF HUMAN SERVICE ALLIANCE A 501C3 CHARITABLE ORGANIZATION

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $469,550
Other Revenue $0
TOTAL REVENUE $469,550

Expense Breakdown

Grants Paid $156,639
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $156,639
Other Expenses $0
TOTAL EXPENSES $156,639

Year-over-Year Comparison

2023 2022 Change
Revenue $469,550 $417,422 +0.1%
Expenses $156,639 $105,814 +0.5%
Net Income $312,911 $311,608 +0.0%
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

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Governance

Voting Members
14
Independent Members
14
Employees
N/A
Volunteers
14

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
3
$0
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JULIE W LAUWERS BOARD MEMBER 5.000
Director
$0 $0 $0
ROBERT LAUWERS BOARD MEMBER 5.000
Director
$0 $0 $0
JULIA BURAZER BOARD MEMBER 5.000
Director
$0 $0 $0
LEE KOSUB BOARD MEMBERTREASURER 5.000
Officer Director
$0 $0 $0
JANICE C CAVELLO BOARD MEMBER 5.000
Director
$0 $0 $0
SUSAN B BAGGETT BOARD MEMBERPRESIDENT 5.000
Officer Director
$0 $0 $0
KRISTA THORNBURG BOARD MEMBER 5.000
Director
$0 $0 $0
ALMA PENDERGAST BOARD MEMBER 5.000
Director
$0 $0 $0
LOUISE EMINGTON BOARD MEMBER 5.000
Director
$0 $0 $0
BEVERLEY DANZIGER BOARD MEMBER 5.000
Director
$0 $0 $0
GREGORY BURAZER BOARD MEMBER 5.000
Director
$0 $0 $0
JESSE T THORNBURG BOARD MEMBER 5.000
Director
$0 $0 $0
STEPHEN LEIGHTON BOARD MEMBER 5.000
Director
$0 $0 $0
DANIEL LOBB BOARD MEMBERVICE PRES 5.000
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
2024 No data No data No data No data
2023 $469,550 $156,639 $16,540,168 $312,911
2022 $417,422 $105,814 $16,176,432 $311,608
2022 $321,616 $105,814 $16,080,626 $215,802
2021 $607,996 $110,700 $15,869,710 $497,296
2020 $2,785,977 $142,876 $15,274,590 $2,643,101
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