ORDER OF OWLS NEST 1091

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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

1915

Legal Domicile

Phone

4127210872

Tax Period

2024-01-01 to 2024-12-31

ORDER OF OWLS NEST 1091, founded in 1915, is a small nonprofit in the Mutual Benefit sector that reported $118K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $107K left a modest 9% surplus.

Mission

TO PROMOTE COMPANIONSHIP AND BROTHERHOOD, ALONG WITH DEDICATION TO INTELLECTUAL, PHYSICAL, AND SOCAL DEVELOPMENT OF ITS MEMBERSHIP

Program Service Accomplishments

Program 1

PROMOTION OF COMPANIONSHIP AND BROTHERHOOD THROUGH INTELLECTUAL AND SOCIAL INTERACTION OF ITS MEMBERS

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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 $21,127

Program Service Revenue $0

Investment Income $13

Other Revenue $97,354

TOTAL REVENUE $118,494

Expense Breakdown

Grants Paid $7,100

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $97,337

TOTAL EXPENSES $107,437

Year-over-Year Comparison

	2024	2023	Change
Revenue	$118,494	$93,709	+0.3%
Expenses	$107,437	$119,776	-0.1%
Net Income	$11,057	$-26,067	-1.4%

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

100

Independent Members

100

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Reportable Comp	Other Comp	Total
GREG SHURINA	PRESIDENT	N/A	$0	$0	$0
JAMES FEIL JR	VICE PRESIDENT	N/A	$0	$0	$0
MICHAEL MAXIN	TREASURER	N/A	$0	$0	$0
BRIAN JECKAVITCH	SECRETARY	N/A	$0	$0	$0
JIM CHRISTY	AUDIT	N/A	$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	$118,494	$107,437	$531,190	$11,057
2023	$93,709	$119,776	$520,133	$-26,067
2022	$154,042	$173,693	$543,200	$-19,651
2021	$126,450	$84,222	$562,851	$42,228
2020	$48,700	$57,512	$515,384	$-8,812