FELLOWSHIP VILLAGE INC (EIN 223146725) - 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

1992

Legal Domicile

Principal Officer

BRIAN G LAWRENCE

Phone

9085803805

Tax Period

2023-01-01 to 2023-12-31

FELLOWSHIP VILLAGE INC, founded in 1992, is a mid-sized nonprofit in the Human Services sector that reported $59.4M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

TO SERVE SENIORS OF VARIED BACKGROUNDS THROUGH OUR CHRIST-CENTERED COMMUNITY.

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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 $3,000,000

Program Service Revenue $52,214,820

Investment Income $2,045,867

Other Revenue $2,109,529

TOTAL REVENUE $59,370,216

Expense Breakdown

Grants Paid $3,129,837

Salaries & Benefits $26,023,591

Fundraising Expenses $0

Program Expenses $44,109,416

Other Expenses $33,441,599

TOTAL EXPENSES $62,595,027

Year-over-Year Comparison

	2023	2022	Change
Revenue	$59,370,216	$51,337,376	+0.2%
Expenses	$62,595,027	$56,022,838	+0.1%
Net Income	$-3,224,811	$-4,685,462	-0.3%

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

487

Volunteers

240

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

$1,170,724

Total Directors

$860,841

Key Employees

$822,309

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN G LAWRENCE	PRESIDENT & CEO	1.00	Officer Director	$0	$82,167	$860,841
STANLEY MORIN CPA	CHAIRMAN	2.00	Officer Director	$0	$0	$0
JEFFREY ZENNA	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
RULENE DIFRANCESCO	SECRETARY	1.00	Officer Director	$0	$0	$0
WILLIAM DOBSON	TREASURER	1.00	Officer Director	$0	$0	$0
RALPH ACQUAVIVA	DIRECTOR	1.00	Director	$0	$0	$0
DAVE L JONES	DIRECTOR	1.00	Director	$0	$0	$0
JUDY PASNICK	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL TOSCANO	DIRECTOR	1.00	Director	$0	$0	$0
SUZANNE SHUGG	DIRECTOR	1.00	Director	$0	$0	$0
RONALD WHALIN	DIRECTOR	1.00	Director	$0	$0	$0
WALTER PARDO	DIRECTOR (TO 5/23)	1.00	Director	$0	$0	$0
RICK MORLEY	DIRECTOR (TO 5/23)	1.00	Director	$0	$0	$0
MARK F MAZZELLA	CHIEF FINANCIAL OFFICER	1.00	Officer	$0	$22,943	$309,883
JACK ELLIAS	VP HEALTH SERVICES	40.00	Key Emp	$229,902	$33,816	$263,718
MARK AGUILAR	EXECUTIVE DIRECTOR	39.00	Key Emp	$0	$24,041	$248,943
DR ARTHUR SHEPPELL	MEDICAL DIRECTOR	40.00	Key Emp	$263,116	$46,532	$309,648
MELISSA MERCADO	PHYSICIAN ASSISTANT	40.00	Highest	$162,573	$23,974	$186,547
ANDREW VAN ORDEN	VP OF HCBS	40.00	Highest	$157,958	$23,638	$181,596
MARCY BURACH	DIRECTOR OF MARKETING & SALES	40.00	Highest	$156,328	$23,590	$179,918
VERA ADDY	REGISTERED NURSE	40.00	Highest	$156,275	$5,470	$161,745
NARINDER SINGH	LPN	40.00	Highest	$151,021	$7,942	$158,963

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	No data	No data	No data	No data
2023	$59,370,216	$62,595,027	$194,520,566	$-3,224,811
2022	$51,337,376	$56,022,838	$197,530,335	$-4,685,462
2021	$51,742,372	$46,635,162	$199,925,318	$5,107,210
2020	$47,338,549	$47,236,589	$187,391,253	$101,960
2019	$44,746,641	$45,065,207	$178,365,675	$-318,566
2018	$44,627,032	$41,174,018	$140,929,282	$3,453,014

FELLOWSHIP VILLAGE INC