THE FELLOWS INITIATIVE (EIN 141976029) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Principal Officer

JOHN W KYLE

Phone

7033447310

Tax Period

2024-07-01 to 2025-06-30

THE FELLOWS INITIATIVE, founded in 2006, is a small nonprofit in the Religion sector that reported $242K in total revenue in fiscal year 2021. Revenue surged 102% from the prior year, signaling strong growth momentum. Expenses of $211K left a modest 13% surplus.

Mission

THE FELLOWS INITIATIVE IS A NETWORK OF CHRISTIAN DISCIPLESHIP AND LEADERSHIP DEVELOPMENT PROGRAMS FOR RECENT COLLEGE GRADUATES. WE SEEK TO INSPIRE AND EQUIP THE EMERGING GENERATION OF LEADERS FOR THE MARKETPLACE, CHURCH AND SOCIETY.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $139,471

Program Service Revenue $77,893

Investment Income $1

Other Revenue $0

TOTAL REVENUE $217,365

Expense Breakdown

Grants Paid $0

Salaries & Benefits $121,456

Fundraising Expenses $28,874

Program Expenses $149,754

Other Expenses $94,963

TOTAL EXPENSES $216,419

Year-over-Year Comparison

	2024	2023	Change
Revenue	$217,365	$201,229	+0.1%
Expenses	$216,419	$224,051	0.0%
Net Income	$946	$-22,822	-1.0%

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

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

$78,750

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENNETH FRIDAY	CHAIR	1.00	Director	$0	$0	$0
KAREN PARKS	VICE-CHAIR	1.00	Director	$0	$0	$0
RICK KUHLMAN	TREASURER	1.00	Director	$0	$0	$0
VICKI SIMMONS	SECRETARY	1.00	Director	$0	$0	$0
ALLEN CRAIG	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
NOAH DESPINASSE	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
GEORGE QUILLIN	MEMBER-AT LARGE	1.00	Director	$0	$0	$0
NEAL SALZMAN	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
BETSY SIGMAN	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
MARC WHEAT	MEMBER-AT-LARGE	1.00	Director	$0	$0	$0
JOHN KYLE	EXECUTIVE DIRECTOR	25.00	Officer	$78,750	$0	$78,750

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	$217,365	$216,419	$42,824	$946
2024	$201,229	$224,051	$40,688	$-22,822
2023	$214,989	$219,440	$63,177	$-4,451
2023	$214,989	$219,440	$63,177	$-4,451
2022	$241,569	$210,914	$66,934	$30,655

THE FELLOWS INITIATIVE