THE OWENS FOUNDATION (EIN 541639287) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1992

Legal Domicile

Principal Officer

PATRISIA B OWENS

Phone

7039601662

Tax Period

2025-01-01 to 2025-12-31

THE OWENS FOUNDATION, founded in 1992, is a small nonprofit that reported $139K in total revenue in fiscal year 2018. Expenses of $201K exceeded revenue, resulting in a 44% operating deficit.

Mission

SUPPORT FOR THE COLLEGE OF WILLIAM & MARY AND THE ENDOWMENT ASSOCIATION OF THE COLLEGE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $127,259

Other Revenue $0

TOTAL REVENUE $127,259

Expense Breakdown

Grants Paid $15,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $15,000

Other Expenses $3,550

TOTAL EXPENSES $18,550

Year-over-Year Comparison

	2025	2024	Change
Revenue	$127,259	$240,699	-0.5%
Expenses	$18,550	$368,382	-0.9%
Net Income	$108,709	$-127,683	-1.9%

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

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	Role	Reportable Comp	Other Comp	Total
PATRISIA B OWENS	PRESIDENT	2.00	Officer Director	$0	$0	$0
DONALD G OWENS	DIR/V.P.	0.10	Director	$0	$0	$0
CARROLL W OWENS III	DIR/SEC/TREASURER	0.10	Officer Director	$0	$0	$0
CATHERINE O GARLAND	DIR/V.P.	0.10	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	$127,259	$18,550	$3,162,298	$108,709
2024	No data	No data	No data	No data
2023	$97,747	$734,672	$3,142,946	$-636,925
2022	$68,171	$222,562	$3,564,597	$-154,391
2021	$171,482	$271,099	$4,125,162	$-99,617
2020	$193,131	$208,746	$4,046,302	$-15,615
2019	$179,014	$235,499	$3,996,945	$-56,485
2018	$139,144	$200,947	$3,839,015	$-61,803

THE OWENS FOUNDATION