FELLOWSHIP COMMONS WHALLEY INC (EIN 204445251) - 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

2006

Legal Domicile

Principal Officer

MARY GUERRERA

Phone

2034014227

Tax Period

2023-07-01 to 2024-06-30

FELLOWSHIP COMMONS WHALLEY INC, founded in 2006, is a small nonprofit in the Crime & Legal sector that reported $319K in total revenue in fiscal year 2023. Net assets of $3.1M represent 116 months of operating reserves.

Mission

PROVIDE HOUSING FOR ADULTS WHO HAVE A PSYCHIATRIC DISABILITY OR ARE HOMELESS OR AT RISK FOR HOMELESSNESS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $312,591

Investment Income $6,082

Other Revenue $0

TOTAL REVENUE $318,673

Expense Breakdown

Grants Paid $0

Salaries & Benefits $44,656

Fundraising Expenses $0

Program Expenses $335,025

Other Expenses $290,369

TOTAL EXPENSES $335,025

Year-over-Year Comparison

	2023	2022	Change
Revenue	$318,673	$304,824	+0.0%
Expenses	$335,025	$346,918	0.0%
Net Income	$-16,352	$-42,094	-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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAT LUDDY	DIRECTOR	0.50	Director	$0	$0	$0
DEAN YOUNG	PRESIDENT	0.50	Officer Director	$0	$0	$0
RONALD LARROW	TREASURER	0.50	Officer Director	$0	$0	$0
RON NETTER	DIRECTOR	0.50	Director	$0	$0	$0
BERNADETTE FORGET	DIRECTOR	0.50	Director	$0	$0	$0
MARY GUERRERA	EXECUTIVE DIRECTOR	4.00	Officer	$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
2025	No data	No data	No data	No data
2024	$318,673	$335,025	$3,112,835	$-16,352
2023	$304,824	$346,918	$3,135,814	$-42,094
2022	$226,936	$318,720	$3,171,848	$-91,784
2021	$221,516	$322,723	$3,269,192	$-101,207
2020	$225,267	$310,064	$3,366,424	$-84,797
2019	$224,828	$321,256	$3,449,305	$-96,428

FELLOWSHIP COMMONS WHALLEY INC