JV FELLOWSHIP FUND (EIN 232587972) - 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

1990

Legal Domicile

Principal Officer

BEVERLY EBNER

Phone

5703514328

Tax Period

2025-01-01 to 2025-12-31

JV FELLOWSHIP FUND, founded in 1990, is a micro nonprofit in the Housing & Shelter sector that reported $42K in total revenue in fiscal year 2025. Revenue fell 53% from the prior year — a significant decline worth monitoring. Expenses of $66K exceeded revenue, resulting in a 58% operating deficit.

Mission

TO PROVIDE FINANCIAL ASSISTANCE TO RESIDENTS OF JUNIPER VILLAGE WHO HAVE EXPERIENCED HARDSHIPS IN SUPPORTING THEMSELVES.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $41,903

Other Revenue $0

TOTAL REVENUE $41,903

Expense Breakdown

Grants Paid $60,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $60,000

Other Expenses $6,327

TOTAL EXPENSES $66,327

Year-over-Year Comparison

	2025	2024	Change
Revenue	$41,903	$89,827	-0.5%
Expenses	$66,327	$86,227	-0.2%
Net Income	$-24,424	$3,600	-7.8%

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
BEVERLY EBNER	PRESIDENT	2	Officer Director	$0	$0	$0
GEORGE EBERT	TREASURER	2	Officer Director	$0	$0	$0
SUE EBERT	DIRECTOR	1	Director	$0	$0	$0
RICHARD MOORE	DIRECTOR	1	Director	$0	$0	$0
MARIE VANVOSSEN	DIRECTOR	1	Director	$0	$0	$0
RUTH BREHM	DIRECTOR	1	Director	$0	$0	$0
WALTER PHELPS	DIRECTOR	1	Director	$0	$0	$0
RITA PADAROFF	DIRECTOR	1	Director	$0	$0	$0
ELAINE BECKER	DIRECTOR	1	Director	$0	$0	$0
DORIS HORRELL	DIRECTOR	1	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
2025	$41,903	$66,327	$768,206	$-24,424
2024	$89,827	$86,227	$792,630	$3,600
2023	$32,337	$172,456	$789,030	$-140,119
2022	$48,497	$91,332	$929,149	$-42,835
2021	$66,572	$82,227	$971,984	$-15,655
2020	$35,129	$89,414	$987,639	$-54,285

JV FELLOWSHIP FUND