FELLOWSHIP PLACE INC (EIN 060947027) - 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

1976

Legal Domicile

Principal Officer

MARY A GUERRERA

Phone

2034014227

Tax Period

2024-07-01 to 2025-06-30

FELLOWSHIP PLACE INC, founded in 1976, is a community nonprofit that reported $3.6M in total revenue in fiscal year 2024. Expenses of $3.4M left a modest 4% surplus.

Mission

TO SERVE ADULTS WITH MENTAL ILLNESS.

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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 $3,184,927

Program Service Revenue $286,956

Investment Income $61,310

Other Revenue $34,626

TOTAL REVENUE $3,567,819

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,337,744

Fundraising Expenses $84,699

Program Expenses $2,830,226

Other Expenses $1,093,668

TOTAL EXPENSES $3,431,412

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,567,819	$3,313,900	+0.1%
Expenses	$3,431,412	$3,222,883	+0.1%
Net Income	$136,407	$91,017	+0.5%

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

$164,818

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICHOLAS ZAUNER	DIRECTOR	1.00	Director	$0	$0	$0
DEBBIE SCHAFFER	TREASURER	1.00	Officer Director	$0	$0	$0
KEVIN M LUDDY	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN VAUGHN LEWIS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
GEORGE JONES	PRESIDENT	2.00	Officer Director	$0	$0	$0
REBECCA IANNANTUONI	SECRETARY	1.00	Officer Director	$0	$0	$0
RENEE PERRONCEL DELAURENTIS	DIRECTOR	1.00	Director	$0	$0	$0
MARY PEPE	DIRECTOR	1.00	Director	$0	$0	$0
MONTE RADLER	DIRECTOR	1.00	Director	$0	$0	$0
GARY TINNEY	DIRECTOR	1.00	Director	$0	$0	$0
DEBBIE GIANINI	DIRECTOR	1.00	Director	$0	$0	$0
JEFF ROSSI	DIRECTOR	1.00	Director	$0	$0	$0
ALAN KLIGER	DIRECTOR	1.00	Director	$0	$0	$0
MARIA LANDERS	DIRECTOR	1.00	Director	$0	$0	$0
IFEOMA NWOKOYE	DIRECTOR	1.00	Director	$0	$0	$0
ISRAEL VELEZ	DIRECTOR	1.00	Director	$0	$0	$0
MARY A GUERRERA	EXECUTIVE DIRECTOR	45.00	Officer	$151,131	$13,687	$164,818
LUANN BUONO	BUSINESS DIRECTOR	40.00	Highest	$109,339	$12,887	$122,226
MELISSA HOLROYD	DEVELOPMENT DIRECTOR	40.00	Highest	$101,542	$19,158	$120,700

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	$3,567,819	$3,431,412	$4,960,703	$136,407
2024	$3,313,900	$3,222,883	$4,808,249	$91,017
2023	$2,772,118	$3,012,161	$4,716,198	$-240,043
2022	$2,564,616	$2,803,984	$4,826,279	$-239,368
2021	$2,628,547	$2,620,841	$5,197,605	$7,706
2020	$2,802,348	$2,782,957	$5,494,074	$19,391
2019	$2,737,346	$2,838,278	$5,120,716	$-100,932

FELLOWSHIP PLACE INC