WISE OWL PROPERTIES INC (EIN 455567819) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Principal Officer

LINDA LEVIN

Phone

9043916600

Tax Period

2023-01-01 to 2023-12-31

WISE OWL PROPERTIES INC, founded in 2013, is a small nonprofit that reported $135K in total revenue in fiscal year 2023. Expenses of $175K exceeded revenue, resulting in a 29% operating deficit.

Mission

WISE OWL PROPERTIES, INC. IS A CORPORATION OWNED TO HOLD TITLE TO PROPERTY ON BEHALF OF ELDERSOURCE INC.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $135,000

Investment Income $0

Other Revenue $0

TOTAL REVENUE $135,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $174,672

TOTAL EXPENSES $174,672

Year-over-Year Comparison

	2023	2022	Change
Revenue	$135,000	$135,004	0.0%
Expenses	$174,672	$183,063	0.0%
Net Income	$-39,672	$-48,059	-0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$166,705

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRAN PEPIS	PRESIDENT	1.00	Officer Director	$0	$0	$0
MELISSA GILREATH	SECRETARY	1.00	Officer Director	$0	$0	$0
BRENDA EZELL	TREASURER	1.00	Officer Director	$0	$0	$0
BILL TERNENT	BOARD MEMEBER	1.00	Director	$0	$0	$0
RAY PARKHURST	BOARD MEMEBER	1.00	Director	$0	$0	$0
LINDA LEVIN	EXECUTIVE DIRECTOR	1.00	Officer	$0	$0	$166,705

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	$135,000	$174,672	$1,039,445	$-39,672
2022	$135,004	$183,063	$1,131,437	$-48,059
2021	$155,023	$126,333	$1,220,594	$28,690
2020	$172,539	$247,595	$1,232,573	$-75,056
2019	$135,000	$239,233	$2,052,785	$-104,233
2018	$135,000	$205,510	$2,029,372	$-70,510

WISE OWL PROPERTIES INC