UNITED STATES FELLOWSHIP INC C/O OAK HILL HOUSE (EIN 521765558) - 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

1990

Legal Domicile

Principal Officer

COURTNEY WIGGINS-LLOYD

Phone

3015824980

Tax Period

2024-07-01 to 2025-06-30

UNITED STATES FELLOWSHIP INC C/O OAK HILL HOUSE, founded in 1990, is a community nonprofit in the Human Services sector that reported $1.7M in total revenue in fiscal year 2024. Revenue surged 88% from the prior year, signaling strong growth momentum. The organization ran a surplus of $501K, a strong 29% operating margin.

Mission

THE ESTABLISHMENT OF RESIDENTIAL CHILD-CARE FACILITIES.

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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 $1,725,800

Program Service Revenue $0

Investment Income $-6,419

Other Revenue $0

TOTAL REVENUE $1,719,381

Expense Breakdown

Grants Paid $0

Salaries & Benefits $741,285

Fundraising Expenses $0

Program Expenses $866,437

Other Expenses $477,309

TOTAL EXPENSES $1,218,594

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,719,381	$914,199	+0.9%
Expenses	$1,218,594	$928,839	+0.3%
Net Income	$500,787	$-14,640	-35.2%

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

$157,487

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER HOERLE	PRESIDENT	1.00	Officer Director	$0	$0	$0
MONIQUE H JACKSON	SECRETARY	1.00	Officer Director	$0	$0	$0
ANDREA MATTERN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
GAIL HALL-BRANCH	TREASURER	1.00	Officer Director	$0	$0	$0
STEPHAN JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
DRDORAL R PULLEY	DIRECTOR	1.00	Director	$0	$0	$0
COURTNEY WIGGINS-LLOYD	CEO	40.00	Officer	$97,877	$10,792	$108,669
DEBORAH DOERING	CFO	40.00	Officer	$40,777	$8,041	$48,818

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	$1,719,381	$1,218,594	$902,255	$500,787
2024	No data	No data	No data	No data
2023	$683,960	$612,943	$536,731	$71,017
2022	$302,499	$641,984	$478,074	$-339,485
2021	$454,853	$610,264	$708,131	$-155,411
2020	$663,254	$647,547	$504,329	$15,707
2019	$604,007	$687,479	$504,198	$-83,472
2018	$787,571	$678,361	$608,485	$109,210

UNITED STATES FELLOWSHIP INC C/O OAK HILL HOUSE