Friends Fellowship Community Inc

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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

1958

Legal Domicile

Phone

7659626546

Tax Period

2023-10-01 to 2024-09-30

Friends Fellowship Community Inc, founded in 1958, is a mid-sized nonprofit in the Human Services sector that reported $13.3M in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion.

Mission

Friends Fellowship Community is a not-for-profit continuing care retirement community founded and serving in the Quaker tradition. We are committed to delivering a continuum of quality residential and health care services through the promotion of dignity, security and independence within a gracious environment. (see schedule O)

Program Service Accomplishments

Program 1

Expenses: $12,447,099 Revenue: $11,440,212

FRIENDS FELLOWSHIP COMMUNITY, INC. PROVIDES A CONTINUUM OF CARE WITH SIX AREAS OF ACCOMMODATIONS FOR 236 INDIVIDUALS OVER THE AGE OF 60. RESIDENTS MAY MOVE THROUGH THE CONTINUUM AS THEIR NEEDS EVOLVE OVER TIME. THE CONTINUUM INCLUDES DUPLEX COTTAGES IN INDEPENDENT HOUSING, CONGREGATE LIVING IN INDEPENDENT LIVING, RESIDENTIAL AND ASSISTED RESIDENTIAL APARTMENTS, COMPREHENSIVE NURSING SERVICES IN THE HEALTH CARE CENTER, AND COMPASSIONATE CARE FOR INDIVIDUALS IN THE COURTYARDS, A SPECIAL CARE UNIT FOR INDIVIDUALS WITH ALZHEIMER'S DISEASE OR OTHER FORMS OF DEMENTIA. NEARLY 95% OF THE RESIDENTS HAVE ENTERED INTO A LIFE LEASE CONTRACT WHICH ASSURES LIFETIME CARE AND GUARANTEED ACCESS TO COMPREHENSIVE NURSING SERVICES IN THE HEALTH CARE CENTER. THE ASSURANCE OF LIFE TIME CARE IS PROVIDED IN THE FORM OF FINANCIAL ASSISTANCE FUNDED SOLELY BY THE ORGANIZATION'S RESOURCES TO THOSE RESIDENTS WHO HAVE OUTLIVED THEIR PERSONAL RESOURCES. (SEE SCHEDULE O)

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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 $1,149,228

Program Service Revenue $11,145,917

Investment Income $722,545

Other Revenue $291,858

TOTAL REVENUE $13,309,548

Expense Breakdown

Grants Paid $798,674

Salaries & Benefits $8,465,617

Fundraising Expenses $0

Program Expenses $12,447,099

Other Expenses $4,784,096

TOTAL EXPENSES $14,048,387

Year-over-Year Comparison

	2023	2022	Change
Revenue	$13,309,548	$11,206,616	+0.2%
Expenses	$14,048,387	$12,803,969	+0.1%
Net Income	$-738,839	$-1,597,353	-0.5%

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

311

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

$198,609

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Brenda Reish	Secretary	1.0	Officer Director	$0	$0	$0
Eldon Harzman	Vice Chairman	1.0	Officer Director	$0	$0	$0
Jay Marshall	Treasurer	1.0	Officer Director	$0	$0	$0
Pam Ferguson	Chair	1.0	Officer Director	$0	$0	$0
Al Groth	Trustee	1.0	Director	$0	$0	$0
Beth Lydick	Trustee (Through 4/29/24)	1.0	Director	$0	$0	$0
Chris Sitler	Trustee (Through 12/31/23)	1.0	Director	$0	$0	$0
David Edinger	Trustee	1.0	Director	$0	$0	$0
Duane Hodgin	Trustee	1.0	Director	$0	$0	$0
Duke Hamm	Trustee (Beginning 1/1/2024)	1.0	Director	$0	$0	$0
Evan McGrew	Trustee (Through 12/31/23)	1.0	Director	$0	$0	$0
Kim Tanner	Trustee (Beginning 1/1/2024)	1.0	Director	$0	$0	$0
Mary Louise Reynolds	Trustee	1.0	Director	$0	$0	$0
Nathan Ulerick	Trustee	1.0	Director	$0	$0	$0
Robin Henry	Trustee	1.0	Director	$0	$0	$0
John C Robinson	President / V.P. Finance & Development	40.0	Officer	$180,950	$17,659	$198,609
Dana Shore	Director of Sales	40.0	Highest	$110,181	$6,323	$116,504
Melissa Harrison	Director of Nursing	40.0	Highest	$107,770	$13,739	$121,509

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	$13,309,548	$14,048,387	$29,737,940	$-738,839
2023	$11,206,616	$12,803,969	$29,138,001	$-1,597,353
2022	$10,197,926	$11,531,491	$28,843,678	$-1,333,565
2021	$12,250,251	$11,779,621	$30,541,711	$470,630
2020	$11,657,512	$12,151,674	$31,540,392	$-494,162
2019	$11,414,278	$11,530,026	$31,811,386	$-115,748
2018	$11,230,174	$11,335,028	$30,221,102	$-104,854