OWL360

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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

2021

Legal Domicile

Principal Officer

DAVID SCHERERE

Phone

3603013551

Tax Period

2024-01-01 to 2024-12-31

OWL360, founded in 2021, is a small nonprofit in the Housing & Shelter sector that reported $576K in total revenue in fiscal year 2024. Revenue surged 70% from the prior year, signaling strong growth momentum. The organization ran a surplus of $276K, a strong 48% operating margin.

Mission

OWL360 OFFERS COMMUNITY CONNCECTIONS AND RESOURCES IN A SAFE AND ACCEPTING ENVIRONMENT FOR THE YOUNG PEOPLE OF JEFFERSON COUNTY. WE STRIVE TO SUPPORT ALL OFPPORTUNITIES FOR GROWTH, EXPLORATION, AND SUSTAINABLE INDEPENDENCE.

Program Service Accomplishments

Program 1

Expenses: $282,782

OWL360 PROVIDES YOUNG PEOPLE OF JEFFERSON COUNTY OPPORTUNITIES FOR SUSTAINABLE INDEPENDENCE THRGOUGH: AFFORDABLE HOUSING, COMMUNITY CONNECTIONS, SUPPORTIVE SERVICES, PROGRAMS & EVENTS.

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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 $554,104

Program Service Revenue $0

Investment Income $1,354

Other Revenue $20,144

TOTAL REVENUE $575,602

Expense Breakdown

Grants Paid $0

Salaries & Benefits $150,698

Fundraising Expenses $0

Program Expenses $282,782

Other Expenses $148,918

TOTAL EXPENSES $299,616

Year-over-Year Comparison

	2024	2023	Change
Revenue	$575,602	$339,394	+0.7%
Expenses	$299,616	$182,757	+0.6%
Net Income	$275,986	$156,637	+0.8%

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

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

$38,645

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELLI PARCHER	Executive Dir.	20.00	Director	$38,645	$0	$38,645
DAVID SCHERER	BOARD CHAIR	0.50	Officer Director	$0	$0	$0
LELA HILTON	Director	0.50	Director	$0	$0	$0
GABBIE CAUHILL	Secretary	0.60	Officer Director	$0	$0	$0
SAM SCHROEDER	Director	0.50	Director	$0	$0	$0
JENNIFER WELLS	Treasurer	2.20	Officer Director	$0	$0	$0
LYNDSAY FLUHARTY	Director	0.30	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
2024	$575,602	$299,616	$639,884	$275,986
2023	$339,394	$182,757	$354,789	$156,637
2022	$220,814	$72,162	$193,432	$148,652