FELLOWSHIP PLACE INC

EIN: 060947027 501(c)(3)

NEW HAVEN, CT

Total Revenue
$3,567,819
Total Expenses
$3,431,412
Total Assets
$4,960,703
Net Assets
$4,619,744
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Financial Trends

Organization Details

Formation Year
1976
Legal Domicile
CT
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

FELLOWSHIP PLACE'S MISSION IS TO SERVE ADULTS WITH MENTAL ILLNESS BY OFFERING A FULL RANGE OF THERAPEUTIC SUPPORT AND REHABILITATION SERVICES THAT PROMOTE INDEPENDENCE, WELLNESS, AND A MEANINGFUL LIFE. (SEE SCHEDULE O FOR CONTINUATIONS) SERVICES ARE PROVIDED ON A MULTI-PURPOSE CAMPUS WHERE CLIENTS MAY ACCESS A VARIETY OF SERVICES IN ONE LOCATION, OPEN 365 DAYS A YEAR. ALL SERVICES COMPLEMENT TRADITIONAL PSYCHIATRIC CARE BY PROVIDING CLIENTS OPPORTUNITIES FOR DAILY STRUCTURE AND A CHANCE TO LEARN AND PRACTICE LIFE SKILLS, AND FORM POSITIVE CONNECTIONS WITH PEERS AND THE COMMUNITY. PROGRAMS INCLUDE DAILY MEALS, DROP-IN SERVICES, SUPPORTIVE EDUCATION, SUPPORTIVE EMPLOYMENT, PERMANENT AND DEEPLY AFFORDABLE SUPPORTIVE HOUSING, CLINICAL GROUPS, PHYSICAL RECREATION, EXPRESSIVE ARTS, CASE MANAGEMENT, AND SUPPORTIVE COUNSELING.

Program Service Accomplishments

Program 1
Expenses: $2,830,226 Revenue: $286,956

DURING FY24-25 FELLOWSHIP PLACE CONTINUED TO SEE SIGNIFICANT INCREASES IN THE NUMBER OF HOMELESS INDIVIDUALS SEEKING SERVICES FROM THE FELLOWSHIP INN, THE AGENCY'S DAYTIME DROP-IN PROGRAM. THE INN...

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DURING FY24-25 FELLOWSHIP PLACE CONTINUED TO SEE SIGNIFICANT INCREASES IN THE NUMBER OF HOMELESS INDIVIDUALS SEEKING SERVICES FROM THE FELLOWSHIP INN, THE AGENCY'S DAYTIME DROP-IN PROGRAM. THE INN PROVIDED BASIC NEEDS SUCH AS FOOD, SHOWERS, AND LAUNDRY SERVICES FOR 863 UNDUPLICATED INDIVIDUALS AND INTENSE CASE MANAGEMENT SERVICES FOR 99 UNDUPLICATED INDIVIDUALS. A MAJORITY OF THE HOMELESS SERVED ARE UNSHELTERED AND SLEEP OUTDOORS ON MOST NIGHTS. THE INN ASSISTS THE HOMELESS WITH SECURING PHOTO IDS AND OTHER DOCUMENTS NEEDED FOR EMPLOYMENT AND HOUSING APPLICATIONS, REFERRALS TO BEHAVIORAL AND PRIMARY HEALTH CARE, AND ASSISTANCE WITH COMPLETING APPLICATIONS FOR GOVERNMENT ENTITLEMENT PROGRAMS. UNTREATED MENTAL ILLNESS AND SUBSTANCE USE ARE MAJOR CHALLENGES FOR THIS CLIENT POPULATION. AVERAGE DAILY ATTENDANCE IS ABOUT 60 INDIVIDUALS.IN RESPONSE TO THE GROWING NUMBER OF UNSHELTERED INDIVIDUALS AND THE LACK OF DEEPLY AFFORDABLE HOUSING, FELLOWSHIP PLACE SOUGHT FUNDS TO DEVELOP A NEW PERMANENT SUPPORTIVE HOUSING PROJECT. THIS YEAR THE CITY OF NEW HAVEN SELECTED THE AGENCY TO RECEIVE A SITE ACQUISITION GRANT OF $350,000. A BUILDING HAS BEEN IDENTIFIED FOR THE PROJECT WITH A CLOSING DATE PLANNED FOR FALL 2025. AFTER MODERATE RENOVATIONS, THE BUILDING WILL PROVIDE THIRTEEN UNITS OF HOUSING. PRIORITY WILL BE GIVEN TO INDIVIDUALS AGED 60 AND UP. THE ELDERLY MAKE UP THE LARGEST GROUP OF INDIVIDUALS WHO ARE HOMELESS OR AT RISK OF HOMELESSNESS IN THE GREATER NEW HAVEN AREA. THE NEW HOUSING PROJECT WILL ADD THIRTEEN UNITS TO THE EXISTING 45 OFFERED BY THE AGENCY, BRINGING THE TOTAL UP TO 58 UNITS.OTHER CORE PROGRAMS INCLUDE SOCIAL REHABILITATION, WHICH SERVED 391 INDIVIDUALS AND CAREER SERVICES, WHICH HELPED 217 INDIVIDUALS RETURN TO SCHOOL OR FIND EMPLOYMENT IN THE COMPETITIVE MARKETPLACE. CLIENTS SERVED WERE PLACED IN JOBS AT EMPLOYERS SUCH AS YALE NEW HAVEN HOSPITAL, TOWN FAIR TIRE, AMAZON, AND LOCAL NON-PROFIT AGENCIES.SOME ADDITIONAL NOTEWORTHY ACCOMPLISHMENTS THIS YEAR INCLUDED:1. THE SOCIAL REHAB PROGRAM EXPANDED ITS EVENING HOURS AND IS NOW OPEN UNTIL 8PM MONDAY-THURSDAY. EVENING PROGRAMMING INCLUDES AA MEETINGS ON MONDAY, NA MEETINGS ON WEDNESDAY, DROP-IN SOCIAL HOURS FOR EXISTING CLIENTS ON TUESDAY AND THURSDAY, AND A CAREGIVERS SUPPORT GROUP ON THURSDAY.2. THE EXPRESSIVE ARTS PROGRAM HAD AN ART EXHIBIT AT NEW HAVEN CITY HALL IN MAY FOR MENTAL HEALTH AWARENESS MONTH. TWELVE ARTISTS FROM THE PROGRAM DISPLAYED THEIR WORK AND SPOKE AT THE MAYOR'S PRESS CONFERENCE ABOUT THE ROLE ART HAS PLAYED IN THEIR RECOVERY.3. THE MEAL PROGRAM ADDRESSED FOOD INSECURITY BY PROVIDING APPROXIMATELY 60,000 FREE AND WELL-BALANCED MEALS FOR INDIVIDUALS WHO ATTEND ACTIVITIES ON THE AGENCY'S CAMPUS.4. THROUGH AN AGENCY COLLABORATION WITH YALE UNIVERSITY STUDENT VOLUNTEERS TRAINED BY THE IRS, 37 INDIVIDUALS, INCLUDING MANY FIRST-TIME FILERS, HAD THEIR INCOME TAX FORMS PREPARED FOR FREE.5. THE AGENCY SERVED AS AN APPLICATION SITE FOR THE RENTERS REBATE PROGRAM, A STATE FUNDED PROGRAM WHICH PROVIDES A REBATE TO LOW-INCOME ELDERLY AND DISABLED RESIDENTS WHO PAID RENT IN CONNECTICUT DURING THE PREVIOUS YEAR. SEVENTY-SIX INDIVIDUALS TOOK ADVANTAGE OF THE PROGRAM AND RECEIVED REBATES RANGING FROM $10 TO $700 TO HELP STRETCH THEIR LIMITED BUDGETS.FELLOWSHIP PLACE SERVES A DIVERSE RACIAL AND ETHNIC CLIENTELE, REFLECTIVE OF THE BROADER NEW HAVEN COMMUNITY. FORTY-SEVEN % OF INDIVIDUALS SERVED IDENTIFY AS WHITE, AND 38% IDENTIFY AS BLACK OR AFRICAN AMERICAN; 20% IDENTIFY AS HISPANIC. MORE THAN 90% OF THE PEOPLE SERVED HAVE A LOW OR VERY LOW INCOME FROM GOVERNMENT ENTITLEMENT PROGRAMS SUCH AS SSI, SSDI, STATE ADMINISTERED GENERAL ASSISTANCE, AND/OR MINIMUM WAGE JOBS. IN FY24-25, AGENCY-WIDE MORE THAN 1500 INDIVIDUALS WERE SERVED.

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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%)

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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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Governance

Voting Members
16
Independent Members
16
Employees
52
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
5
$164,818
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
2
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
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