FELLOWSHIP HEALTH RESOURCES INC (EIN 050373414) - 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

1975

Legal Domicile

Phone

6108912000

Tax Period

2024-07-01 to 2025-06-30

FELLOWSHIP HEALTH RESOURCES INC, founded in 1975, is a mid-sized nonprofit in the Human Services sector that reported $43.3M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $39.9M left a modest 8% surplus.

Mission

ELWYN MAKES LIFE BETTER FOR PEOPLE WITH DEVELOPMENTAL AND BEHAVIORAL HEALTH CHALLENGES. (SEE SCHEDULE O)

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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 $0

Program Service Revenue $43,348,099

Investment Income $-24,953

Other Revenue $21,108

TOTAL REVENUE $43,344,254

Expense Breakdown

Grants Paid $5,125

Salaries & Benefits $24,918,196

Fundraising Expenses $0

Program Expenses $37,878,615

Other Expenses $14,965,133

TOTAL EXPENSES $39,888,454

Year-over-Year Comparison

	2024	2023	Change
Revenue	$43,344,254	$38,930,727	+0.1%
Expenses	$39,888,454	$36,806,849	+0.1%
Net Income	$3,455,800	$2,123,878	+0.6%

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

524

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

$2,323,574

Total Directors

$1,415,170

Key Employees

$480,334

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES S MCLISTER	DIR., PRESIDENT/CEO OF ELWYN	5.0	Officer Director	$0	$72,496	$803,680
LEONARD J KIRBY	DIR., SVP/COO OF ELWYN	5.0	Officer Director	$0	$49,024	$464,803
MICHAEL OWEN	VICE CHAIR	1.0	Officer Director	$0	$0	$0
NEAL B BROWN	ASSISTANT TREASURER	1.0	Officer Director	$0	$0	$0
RUSSELL J SYLVIA	SECRETARY	1.0	Officer Director	$0	$0	$0
STEPHEN M DUGGAN	DIRECTOR OF FINANCE/TREASURER (THRU 07/2024)	28.0	Officer Director	$136,148	$10,539	$146,687
WILLIAM EMMET	CHAIR	1.0	Officer Director	$0	$0	$0
JAMES SEBRA	DIRECTOR	1.0	Director	$0	$0	$0
JOHN SCIRETTA	DIRECTOR (AS OF 02/2025)	1.0	Director	$0	$0	$0
RICHARD SHEOLA	DIRECTOR	1.0	Director	$0	$0	$0
MICHAEL CROMIE	FINANCE BUSINESS PARTNER/TREASURER (09/2024 - 05/2025)	20.0	Officer	$0	$17,778	$138,095
NIKOLE CABREY	SVP/CFO OF ELWYN/TREASURER (AS OF 05/2025)	5.0	Officer	$0	$43,282	$405,912
REGINA MACKENZIE	SVP/GENERAL COUNSEL OF ELWYN/SECRETARY (AS OF 05/2025)	5.0	Officer	$0	$62,904	$364,397
DR KURT MICELI	SVP ADULT BEHAVIORAL HEALTH	0.0	Key Emp	$0	$71,200	$480,334
ANIS AHMED	MEDICAL DIRECTOR	40.0	Highest	$308,277	$26,606	$334,883
CHINWENDU CHUKWUDIKE	REGISTERED NURSE PRACTITIONER	39.0	Highest	$161,716	$19,580	$181,296
KRISTEN GUILFOYLE	EXECUTIVE DIRECTOR	40.0	Highest	$157,193	$35,453	$192,646
KYLE J SAWAIA	DATA ARCHITECT	40.0	Highest	$150,332	$28,825	$179,157
RICHARD W MILLER	PSYCHIATRIST	40.0	Highest	$354,694	$42,031	$396,725

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	$43,344,254	$39,888,454	$32,809,645	$3,455,800
2024	No data	No data	No data	No data
2023	$36,059,538	$34,324,311	$30,194,353	$1,735,227
2022	$38,715,622	$32,411,671	$29,375,072	$6,303,951
2021	$33,850,439	$32,812,483	$28,318,227	$1,037,956
2020	$30,939,994	$30,098,995	$18,051,582	$840,999
2019	$31,547,149	$31,304,015	$12,445,016	$243,134
2018	$38,733,192	$38,748,145	$9,368,166	$-14,953

FELLOWSHIP HEALTH RESOURCES INC