SHENANDOAH FELLOWSHIP FOUNDATION (EIN 237195850) - 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

1972

Legal Domicile

Principal Officer

DAVID RAY

Phone

5406674667

Tax Period

2025-01-01 to 2025-12-31

SHENANDOAH FELLOWSHIP FOUNDATION, founded in 1972, is a small nonprofit in the Housing & Shelter sector that reported $572K in total revenue in fiscal year 2018. The organization ran a surplus of $175K, a strong 31% operating margin.

Mission

TO PROVIDE HOUSING AND RELATED FACILITIES AND SERVICES FOR ELDERLY FAMILIES AND INDIVIDUALS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $453,927

Program Service Revenue $274,961

Investment Income $345,652

Other Revenue $0

TOTAL REVENUE $1,074,540

Expense Breakdown

Grants Paid $0

Salaries & Benefits $257,909

Fundraising Expenses $0

Program Expenses $583,284

Other Expenses $513,330

TOTAL EXPENSES $771,239

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,074,540	$1,539,706	-0.3%
Expenses	$771,239	$707,948	+0.1%
Net Income	$303,301	$831,758	-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

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
DAVID RAY	PRESIDENT	20.00	Officer	$0	$0	$0
DR NELSON N ISENHOWER	1ST VICE PRE	4.00	Officer	$0	$0	$0
LARRY WEISS	2ND VICE PRE	4.00	Officer Director	$0	$0	$0
WAYNE SAUNDERS	TREASURER &	4.00	Officer Director	$0	$0	$0
PAM MCKINLEY	SECRETARY &	4.00	Officer Director	$0	$0	$0
RICK HART	TRUSTEE UNTI	1.00	Director	$0	$0	$0
LAUREN GWINN	TRUSTEE UNTI	1.00	Director	$0	$0	$0
DOUG NORELL	TRUSTEE UNTI	1.00	Director	$0	$0	$0
STEVE CANTU	TRUSTEE	1.00	Director	$0	$0	$0
VERNARD BENNETT	TRUSTEE, RES	1.00	Director	$0	$0	$0
PHILLIP HUNTER	TRUSTEE	1.00	Director	$0	$0	$0
TIM MAYFIELD	TRUSTEE	1.00	Director	$0	$0	$0
JIM CARTER	TRUSTEE	1.00	Director	$0	$0	$0
PAM WEBBER	TRUSTEE	1.00	Director	$0	$0	$0
JOHN BRENNSKAG	TRUSTEE	1.00	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	$1,074,540	$771,239	$7,956,885	$303,301
2024	$1,539,706	$707,948	$7,555,701	$831,758
2023	$1,064,280	$609,875	$6,927,796	$454,405
2022	$746,325	$495,428	$6,545,101	$250,897
2021	$720,265	$409,079	$6,654,473	$311,186
2020	$800,319	$471,520	$6,125,402	$328,799
2019	$786,670	$405,746	$5,700,998	$380,924
2018	$571,871	$397,319	$5,121,504	$174,552

SHENANDOAH FELLOWSHIP FOUNDATION