WILKES EDUCATION FOUNDATION 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

1985

Legal Domicile

Principal Officer

JACKIE MALLORY

Phone

3368383175

Tax Period

2025-01-01 to 2025-12-31

WILKES EDUCATION FOUNDATION INC, founded in 1985, is a small nonprofit that reported $181K in total revenue in fiscal year 2025. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $35K, a strong 19% operating margin.

Mission

TO ASSIST EDUCATIONAL FUNCTIONS

Program Service Accomplishments

Program 1

Expenses: $53,523

THE ORGANIZATION PROVIDED GRANTS TO SCHOOLS IN WILKES COUNTY, NC FOR VARIOUS PROGRAMS IN NEED OF SUPPLIES AND MATERIALS.

Program 2

Expenses: $86,000

THE ORGANIZATION PROVIDED SCHOLARSHIPS TO LOCAL STUDENTS TO FURTHER THEIR EDUCATION.

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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 (2025)

Revenue Breakdown

Contributions & Grants $68,702

Program Service Revenue $0

Investment Income $118,864

Other Revenue $-6,308

TOTAL REVENUE $181,258

Expense Breakdown

Grants Paid $126,266

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $139,523

Other Expenses $19,740

TOTAL EXPENSES $146,006

Year-over-Year Comparison

	2025	2024	Change
Revenue	$181,258	$146,753	+0.2%
Expenses	$146,006	$164,851	-0.1%
Net Income	$35,252	$-18,098	-2.9%

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

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
JAMES MOTSINGER	DIRECTOR	1.00	Director	$0	$0	$0
JACKIE MALLORY	PRESIDENT	1.00	Officer Director	$0	$0	$0
LORETTA SHUMATE	SECRETARY	1.00	Officer Director	$0	$0	$0
JODY HAMBY	TREASURER	2.00	Officer Director	$0	$0	$0
BILL MYERS	ASST. TREASU	1.00	Officer Director	$0	$0	$0
GORDON BURNS	DIRECTOR	1.00	Director	$0	$0	$0
MARCIA REYNOLDS	DIRECTOR	1.00	Director	$0	$0	$0
DANNY HOLMAN	DIRECTOR	1.00	Director	$0	$0	$0
MARSH LYALL	DIRECTOR	1.00	Director	$0	$0	$0
PEGGY MARTIN HALSCH	DIRECTOR	1.00	Director	$0	$0	$0
DAVID MCNEILL	DIRECTOR	1.00	Director	$0	$0	$0
LEE BENTLEY	DIRECTOR	1.00	Director	$0	$0	$0
ARNOLD LAKEY	DIRECTOR	1.00	Director	$0	$0	$0
CATHY HUIE	DIRECTOR	1.00	Director	$0	$0	$0
MARY LOUISE CANTER	DIRECTOR	1.00	Director	$0	$0	$0
JUNE HEGE	DIRECTOR	1.00	Director	$0	$0	$0
SANDIE CLINE	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES WOOTEN	DIRECTOR	1.00	Director	$0	$0	$0
BERT YOUNG	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
BROOK BIDDY	DIRECTOR	1.00	Director	$0	$0	$0
JAMIE PERRY	DIRECTOR	1.00	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	$181,258	$146,006	$2,143,865	$35,252
2024	No data	No data	No data	No data
2023	$118,900	$176,752	$1,798,030	$-57,852
2022	$111,873	$214,479	$1,700,492	$-102,606
2021	$645,067	$171,588	$2,146,594	$473,479
2020	$146,582	$120,673	$1,587,280	$25,909
2019	$101,430	$143,667	$1,511,184	$-42,237
2018	$344,064	$128,038	$1,365,838	$216,026