Nonprofit · EIN 47-3828447
ALLIED WISDOM FOUNDATION
Tax-exempt · MOCKSVILLE, NC 27028
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $498,021 | $732,030 | -$234,009 | $16,596,788 | $732,030 | $15,864,758 |
| December 31, 2024 | 990 | $489,048 | $101,810 | $387,238 | $16,872,577 | $101,810 | $16,770,767 |
| December 31, 2023 | 990 | $469,550 | $156,639 | $312,911 | $16,540,168 | $156,639 | $16,383,529 |
| December 31, 2022 | 990 (amended) | $417,422 | $105,814 | $311,608 | $16,176,432 | $105,814 | $16,070,618 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $498,021
- Net gain from sales of assets
- $50,774
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $732,030
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $732,030
Balance sheet and other
- Total assets, start of year
- $16,872,577
- Total assets, end of year
- $16,596,788
- Total liabilities, end of year
- $732,030
- Net assets, end of year
- $15,864,758
- Land, buildings and equipment
- $356,000
- Publicly traded securities
- $16,233,775
- Gross receipts
- $549,253
- Employees
- 0
- Volunteers
- 9
- Year formed
- 2015
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Susan Baggett | Board Member Trustee or director | 1 | $0 |
| Gregory Burazer | Board Member Trustee or director | 0.25 | $0 |
| Julia Burazer | Board Member/V President Trustee or director, Officer | 0.25 | $0 |
| Janice Cavello | Board Member/Treasurer Trustee or director, Officer | 1 | $0 |
| Beverley Danziger | Board Member Trustee or director | 0.25 | $0 |
| Louise Emington | Board Member Trustee or director | 0.25 | $0 |
| Stephen Leighton | Board Member Trustee or director | 0.25 | $0 |
| Jesse Thornburg | Board Member/President Trustee or director, Officer | 0.5 | $0 |
| Alma Pendergast | Board Member/Secretary Trustee or director, Officer | 0.25 | $0 |
990 for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Susan Baggett | Board Member/President Trustee or director, Officer | 5 | $0 |
| Gregory Burazer | Board Member Trustee or director | 1 | $0 |
| Julia Burazer | Board Member Trustee or director | 1 | $0 |
| Janice Cavello | Board Member/V President Trustee or director, Officer | 5 | $0 |
| Beverley Danziger | Board Member Trustee or director | 1 | $0 |
| Louise Emington | Board Member Trustee or director | 1 | $0 |
| Julie Lauwers | Board Member Trustee or director | 1 | $0 |
| Robert Lauwers | Board Member Trustee or director | 1 | $0 |
| Stephen Leighton | Board Member Trustee or director | 1 | $0 |
| Lee Kosub | Board Member/Treasurer Trustee or director, Officer | 5 | $0 |
| Jesse Thornburg | Board Member Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE W LAUWERS | BOARD MEMBER Trustee or director | 5 | $0 |
| ROBERT LAUWERS | BOARD MEMBER Trustee or director | 5 | $0 |
| JULIA BURAZER | BOARD MEMBER Trustee or director | 5 | $0 |
| LEE KOSUB | BOARD MEMBERTREASURER Trustee or director, Officer | 5 | $0 |
| JANICE C CAVELLO | BOARD MEMBER Trustee or director | 5 | $0 |
| SUSAN B BAGGETT | BOARD MEMBERPRESIDENT Trustee or director, Officer | 5 | $0 |
| KRISTA THORNBURG | BOARD MEMBER Trustee or director | 5 | $0 |
| ALMA PENDERGAST | BOARD MEMBER Trustee or director | 5 | $0 |
| LOUISE EMINGTON | BOARD MEMBER Trustee or director | 5 | $0 |
| BEVERLEY DANZIGER | BOARD MEMBER Trustee or director | 5 | $0 |
| GREGORY BURAZER | BOARD MEMBER Trustee or director | 5 | $0 |
| JESSE T THORNBURG | BOARD MEMBER Trustee or director | 5 | $0 |
| STEPHEN LEIGHTON | BOARD MEMBER Trustee or director | 5 | $0 |
| DANIEL LOBB | BOARD MEMBERVICE PRES Trustee or director, Officer | 5 | $0 |
990 for the year ended December 31, 2022: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN B BAGGETT | PRESIDENT Trustee or director, Officer | 6 | $0 |
| JULIA BURAZER | BOARD MEMBER Trustee or director | 0.5 | $0 |
| JANICE C CAVELLO | BOARD MEMBER Trustee or director, Officer | 3.5 | $0 |
| LEE W KOSUB | BOARD MEMBER Trustee or director | 0.5 | $0 |
| ROBERT LAUWERS | BOARD MEMBER Trustee or director | 0.5 | $0 |
| STEPHEN L LEIGHTON | BOARD MEMBER Trustee or director | 0.5 | $0 |
| DANIEL G LOBB | VICE PRESIDENT Trustee or director, Officer | 3.5 | $0 |
| JESSE T THORNBURG | BOARD MEMBER Trustee or director | 0.5 | $0 |
| KRISTA THORNBURG | BOARD MEMBER Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 249 GILBERT RD, MOCKSVILLE, NC 27028-7660
- In care of
- % LEE KOSUB
- Principal officer (990 for 2025)
- JANICE C CAVELLO, 249 GILBERT RD, MOCKSVILLE, NC 27028
- Signed the 990
- JANICE C CAVELLO, TREASURER
- Phone
- (336) 414-4471
- Return prepared by
- ALLYSON H SAWTELLE CPA PA
Mission
To support projects and services of Human Service Alliance, a 501(c)(3) charitable organization.
Program accomplishments
- A supporting grant was made to Human Service Alliance for support of Sugar Valley Airport, Creative Contributions Fund (a public foundation), the Davie Respect Initiative, Land Conservancies, Serving Our Neighbors and other service projects.Expenses $732,030 · grants $732,030
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 47-3828447
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2015
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Employment (J11)
- Assets (IRS master file)
- $16,596,788
- Income (IRS master file)
- $549,253
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $498,021 | $732,030 | $16,596,788 | XML |
| 990 | December 2024 | $489,048 | $101,810 | $16,872,577 | IRS |
| 990 | December 2023 | $469,550 | $156,639 | $16,540,168 | XML |
| 990 | December 2022 | $417,422 | $105,814 | $16,176,432 | XML |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-3828447).
Questions about ALLIED WISDOM FOUNDATION
- What is the EIN of ALLIED WISDOM FOUNDATION?
- The employer identification number (EIN) of ALLIED WISDOM FOUNDATION is 47-3828447.
- Is ALLIED WISDOM FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to ALLIED WISDOM FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does ALLIED WISDOM FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ALLIED WISDOM FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALLIED WISDOM FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ALLIED WISDOM FOUNDATION?
- The 990 for the year ended December 31, 2025 names JANICE C CAVELLO.
- Who are the officers and directors of ALLIED WISDOM FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does ALLIED WISDOM FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $498,021, expenses of $732,030 and total assets of $16,596,788 at year end.
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