KANAWHA VALLEY FELLOWSHIP HOME INC (EIN 237090267) - 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

1965

Legal Domicile

Principal Officer

RICHARD DAUGHERTY

Phone

3043428051

Tax Period

2024-07-01 to 2025-06-30

KANAWHA VALLEY FELLOWSHIP HOME INC, founded in 1965, is a small nonprofit in the Mental Health sector that reported $733K in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum. The organization ran a surplus of $198K, a strong 27% operating margin.

Mission

TO PROVIDE A PROGRAM THAT IS BOTH COMPREHENSIVE AND OF THE UTMOST QUALITY WITH A GOAL FOR EACH RESIDENT TO PROGRESS THROUGH THE PROGRAM AND BECOME A CONTRIBUTING MEMBER OF SOCIETY

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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 $524,505

Program Service Revenue $124,160

Investment Income $84,429

Other Revenue $200

TOTAL REVENUE $733,294

Expense Breakdown

Grants Paid $0

Salaries & Benefits $156,598

Fundraising Expenses $50,487

Program Expenses $380,338

Other Expenses $378,258

TOTAL EXPENSES $534,856

Year-over-Year Comparison

	2024	2023	Change
Revenue	$733,294	$520,910	+0.4%
Expenses	$534,856	$434,783	+0.2%
Net Income	$198,438	$86,127	+1.3%

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

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

$64,264

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RF GOLDSMITH	CHAIRMAN	1.00	Officer Director	$0	$0	$0
CHIP URLING	VICE CHAIRMAN	1.00	Officer Director	$0	$0	$0
LAURA KIMBLE	SECRETARY	1.00	Officer Director	$0	$0	$0
JAMIE PAYNE	TREASURER	1.00	Officer Director	$0	$0	$0
PAUL ELLIS	DIRECTOR	1.00	Director	$0	$0	$0
MACK JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
JOHN ALDERMAN III	DIRECTOR	1.00	Director	$0	$0	$0
PHIL HARRIS	DIRECTOR	1.00	Director	$0	$0	$0
FRED CLARK	DIRECTOR	1.00	Director	$0	$0	$0
FREDDIE PERSINGER	DIRECTOR	1.00	Director	$0	$0	$0
TOM HALLORAN	DIRECTOR	1.00	Director	$0	$0	$0
BRETT HARPER	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD DAUGHERTY	EXECUTIVE DIRECTOR	40.00	Officer	$64,264	$0	$64,264

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	$733,294	$534,856	$2,199,407	$198,438
2024	No data	No data	No data	No data
2023	$480,927	$418,999	$1,913,912	$61,928
2022	$473,105	$342,876	$1,831,988	$130,229
2021	$416,785	$330,874	$1,756,684	$85,911
2020	$401,484	$312,069	$1,669,193	$89,415
2019	$405,635	$307,180	$1,651,298	$98,455
2018	$365,783	$272,059	$1,558,144	$93,724

KANAWHA VALLEY FELLOWSHIP HOME INC