THE FELLOWSHIP HOUSE

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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

1970

Legal Domicile

Principal Officer

JOHN MARKLEY

Phone

6188334456

Tax Period

2019-07-01 to 2020-06-30

THE FELLOWSHIP HOUSE, founded in 1970, is a community nonprofit that reported $2.2M in total revenue in fiscal year 2019. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

TO PROVIDE RESIDENTIAL AND NONRESIDENTIAL (OUTPATIENT) TREATMENT OF ALCOHOLISM AND SUBSTANCE ABUSE.

Program Service Accomplishments

Program 1

Expenses: $1,683,007 Revenue: $-2,508

RESIDENTIAL AND NONRESIDENTIAL (OUTPATIENT) TREATMENT AND PREVENTION OF ALCOHOLISM AND SUBSTANCE ABUSE. APPROXIMATELY 932 CLIENTS WERE SERVICED DURING THE FISCAL YEAR WITH APPROXIMATELY 9,515 UNITS...

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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 (2019)

Revenue Breakdown

Contributions & Grants $2,174,219

Program Service Revenue $-2,508

Investment Income $22,901

Other Revenue $39,700

TOTAL REVENUE $2,234,312

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,588,332

Fundraising Expenses $0

Program Expenses $1,793,499

Other Expenses $606,545

TOTAL EXPENSES $2,194,877

Year-over-Year Comparison

	2019	2018	Change
Revenue	$2,234,312	$1,980,772	+0.1%
Expenses	$2,194,877	$1,970,593	+0.1%
Net Income	$39,435	$10,179	+2.9%

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

$354,657

Total Directors

$219,622

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN MARKLEY	CEO	40.00	Director	$0	$11,389	$219,622
MICKEY FINCH	CEO	40.00		$141,934	$0	$141,934
STACEY OVERTURF	DIRECTOR OF	40.00	Officer	$0	$10,398	$125,204
MARCY MCFADDEN	CLINICAL SUP	40.00	Officer	$81,921	$0	$81,921
DEBORAH FRANKLAND	CASE MANAGER	40.00	Officer	$78,261	$0	$78,261
KRYSTEN GREEN	NURSING SUPE	40.00	Officer	$69,271	$0	$69,271
CATHY HALEY	TREASURER	N/A	Officer Director	$0	$0	$0
MARCI MALNAR	SECRETARY	N/A	Officer Director	$0	$0	$0
GINGER MEYER	PRESIDENT	N/A	Officer Director	$0	$0	$0
AMBER MORELAND	BOARD MEMBER	N/A	Officer Director	$0	$0	$0
JAMIE WATKINS	VICE PRESIDE	N/A	Officer 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
2020	$2,234,312	$2,194,877	No data	$39,435
2019	$1,980,772	$1,970,593	$3,252,755	$10,179