THE ALBERT SCHWEITZER FELLOWSHIP (EIN 131982786) - 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

1956

Legal Domicile

Phone

6179757574

Tax Period

2024-01-01 to 2024-12-31

THE ALBERT SCHWEITZER FELLOWSHIP, founded in 1956, is a micro nonprofit in the International Affairs sector that reported $96K in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion. The organization ran a surplus of $18K, a strong 19% operating margin.

Mission

THE ALBERT SCHWEITZER FELLOWSHIP (ASF) IS PREPARING THE NEXT GENERATION OF PROFESSIONALS TO SERVE AND EMPOWER VULNERABLE PEOPLE TO LIVE HEALTHIER LIVES AND CREATE HEALTHIER COMMUNITIES, AND TO BECOME, THEREBY, A GLOBAL CORPS OF CHANGE-AGENT LEADERS.

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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 $20,700

Program Service Revenue $35,329

Investment Income $39,960

Other Revenue $0

TOTAL REVENUE $95,989

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $18,961

Other Expenses $77,600

TOTAL EXPENSES $77,600

Year-over-Year Comparison

	2024	2023	Change
Revenue	$95,989	$80,124	+0.2%
Expenses	$77,600	$80,056	0.0%
Net Income	$18,389	$68	+269.4%

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

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
TIM LAHEY	SECRETARY	2.00	Officer Director	$0	$0	$0
LACHLAN FORROW	BOARD CHAIR EMERTIUS	2.00	Officer Director	$0	$0	$0
ERICA PAN	DIRECTOR	1.00	Director	$0	$0	$0
STEFAN KERTESZ	DIRECTOR	1.00	Director	$0	$0	$0
JOE ODONNELL	DIRECTOR	1.00	Director	$0	$0	$0
ALICE THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL REICHLIN	DIRECTOR	1.00	Director	$0	$0	$0
SAMUEL BRADLEY	CHAIR AND PRESIDENT	20.00	Officer 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	$95,989	$77,600	$1,476,099	$18,389
2023	$68,893	$25,981	$1,447,477	$42,912
2023	$80,124	$80,056	$1,401,298	$68
2022	$99,969	$55,242	$1,295,904	$44,727
2021	$230,217	$106,021	$1,565,734	$124,196
2020	$116,213	$43,605	$1,421,545	$72,608
2019	$131,767	$134,490	$1,292,753	$-2,723
2018	$247,006	$433,435	$1,340,559	$-186,429

THE ALBERT SCHWEITZER FELLOWSHIP