FIFTH EPOCHAL FELLOWSHIP CORPORATION (EIN 366065800) - 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

1955

Legal Domicile

Principal Officer

GEOFFREY THEISS

Phone

3034677858

Tax Period

2024-01-01 to 2024-12-31

FIFTH EPOCHAL FELLOWSHIP CORPORATION, founded in 1955, is a small nonprofit in the Arts, Culture & Humanities sector that reported $616K in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $202K, a strong 33% operating margin.

Mission

THE FELLOWSHIP IS COMMITTED TO THE IDEAL OF SPIRITUAL UNITY, WHICH EMBRACES RELIGIOUS FREEDOM AND DIVERSITY, AS EMBODIED IN THE TEACHINGS OF THE URANTIA BOOK. ITS FOCUS IS FELLOWSHIP AND THE DISSEMINATION AND STUDY OF TH

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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 $449,233

Program Service Revenue $108,273

Investment Income $64,277

Other Revenue $-5,682

TOTAL REVENUE $616,101

Expense Breakdown

Grants Paid $25,580

Salaries & Benefits $104,085

Fundraising Expenses $12,164

Program Expenses $370,850

Other Expenses $284,829

TOTAL EXPENSES $414,494

Year-over-Year Comparison

	2024	2023	Change
Revenue	$616,101	$497,726	+0.2%
Expenses	$414,494	$578,355	-0.3%
Net Income	$201,607	$-80,629	-3.5%

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

Volunteers

N/A

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

$73,750

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GEOFFREY THEISS	ASST SECRETARY/EXECUTIVE DIRECTOR	040.00	Officer	$73,750	$0	$73,750
SUE SECCOMBE	PRESIDENT	007.00	Officer Director	$0	$0	$0
DAVID SCHLUNDT	VICE PRESIDENT	007.00	Officer Director	$0	$0	$0
BRENT ST DENIS	TREASURER	007.00	Officer Director	$0	$0	$0
JILL STRUNK	SECRETARY	007.00	Officer Director	$0	$0	$0
TRUDI COOPER	ASST. SECRETARY/ TREAS	007.00	Officer Director	$0	$0	$0
LARA AMYX	DIRECTOR	007.00	Director	$0	$0	$0
LILA DOGIM	DIRECTOR	007.00	Director	$0	$0	$0
JENA LASSITER	DIRECTOR	007.00	Director	$0	$0	$0
GLORIANN HARRIS	ASST TREASURER	007.00	Officer	$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
2024	$616,101	$414,494	$2,921,322	$201,607
2023	$497,726	$578,355	$2,499,649	$-80,629
2022	$930,135	$1,080,243	$2,410,726	$-150,108
2021	$331,730	$377,946	$2,999,573	$-46,216
2020	$1,357,177	$324,252	$2,746,744	$1,032,925

FIFTH EPOCHAL FELLOWSHIP CORPORATION