FELLOWSHIP HALL FOUNDATION (EIN 472962465) - 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

2014

Legal Domicile

Principal Officer

TINA HARRIS

Phone

3366213381

Tax Period

2023-10-01 to 2024-09-30

FELLOWSHIP HALL FOUNDATION, founded in 2014, is a small nonprofit in the Health Care sector that reported $453K in total revenue in fiscal year 2023. Revenue surged 113% from the prior year, signaling strong growth momentum. The organization ran a surplus of $400K, a strong 88% operating margin.

Mission

TO MAINTAIN THE FINANCIAL SECURITY OF FELLOWSHIP HALL, INC. THROUGH EFFECTIVE FINANCIAL DECISION MAKING, ENABLING FELLOWSHIP HALL INC. TO HELP PEOPLE WHO SUFFER FROM SUBSTANCE USE DISORDER.

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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 $0

Program Service Revenue $0

Investment Income $453,100

Other Revenue $0

TOTAL REVENUE $453,100

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $52,694

TOTAL EXPENSES $52,694

Year-over-Year Comparison

	2023	2022	Change
Revenue	$453,100	$213,072	+1.1%
Expenses	$52,694	$38,590	+0.4%
Net Income	$400,406	$174,482	+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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACKIE O'CONNELL	DIRECTOR	1.00	Director	$0	$0	$0
STUART GORDON	DIRECTOR	1.00	Director	$0	$0	$0
JAKE WEST	DIRECTOR	1.00	Director	$0	$0	$0
JOHN TESH	CHAIRMAN	1.00	Officer	$0	$0	$0
TINA HARRIS	TREASURER	1.00	Officer	$0	$0	$0
LEE HEALY	SECRETARY	1.00	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	$453,100	$52,694	$11,514,192	$400,406
2023	$213,072	$38,590	$9,953,748	$174,482
2022	$1,196,257	$60,016	$9,407,497	$1,136,241
2021	$696,442	$56,797	$12,132,515	$639,645
2020	$250,277	$31,382	$10,217,810	$218,895

FELLOWSHIP HALL FOUNDATION