OWLS NEST FUND FOR HISTORIC DESIGNATED FACILITIES (EIN 454445805) - Form 990 Financial Analysis & Trantor Score

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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

2011

Legal Domicile

Principal Officer

JAMES R DAVIS

Phone

3026523255

Tax Period

2025-01-01 to 2025-12-31

OWLS NEST FUND FOR HISTORIC DESIGNATED FACILITIES, founded in 2011, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $31K in total revenue in fiscal year 2025. Revenue fell 86% from the prior year — a significant decline worth monitoring. Expenses of $240K exceeded revenue, resulting in a 671% operating deficit.

Mission

THE OWLS NEST FUND FOR HISTORIC DESIGNATED FACILITIES IS A 501C3 ORGANIZATION THAT COLLECTS DONATIONS TO BE USED FOR MAINTAINING THE HISTORICAL BUILDINGS AND GROUNDS OF GREENVILLE COUNTRY CLUB IN WILMINGTON, DELAWARE.

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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 $28,820

Program Service Revenue $0

Investment Income $2,318

Other Revenue $0

TOTAL REVENUE $31,138

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $240,174

Other Expenses $240,174

TOTAL EXPENSES $240,174

Year-over-Year Comparison

	2025	2024	Change
Revenue	$31,138	$229,909	-0.9%
Expenses	$240,174	$23,673	+9.1%
Net Income	$-209,036	$206,236	-2.0%

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

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
ANDREA ROESSER	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOE GIORDANO	TREASURER	1.00	Officer Director	$0	$0	$0
JAMES R DAVIS	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN WOLAK	CHAIRMAN	1.00	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
2025	$31,138	$240,174	$70,951	$-209,036
2024	$229,909	$23,673	$279,987	$206,236

OWLS NEST FUND FOR HISTORIC DESIGNATED FACILITIES