FELLO INC (EIN 526047882) - 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

1961

Legal Domicile

Principal Officer

JONATHON RONDEAU

Phone

4102688085

Tax Period

2024-07-01 to 2025-06-30

FELLO INC, founded in 1961, is a major nonprofit in the Mental Health sector that reported $445.7M in total revenue in fiscal year 2024. Revenue surged 41% from the prior year, signaling strong growth momentum.

Mission

TO SUPPORT PEOPLE WITH DISABILITIES TO LIVE THE LIVES THEY CHOOSE BY CREATING OPPORTUNITIES, PROMOTING RESPECT AND EQUITY, AND FOSTERING INCLUSION IN THEIR COMMUNITIES.

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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 $1,251,233

Program Service Revenue $444,798,578

Investment Income $320,317

Other Revenue $-680,363

TOTAL REVENUE $445,689,765

Expense Breakdown

Grants Paid $375,271,086

Salaries & Benefits $42,708,442

Fundraising Expenses $348,881

Program Expenses $427,410,873

Other Expenses $16,452,385

TOTAL EXPENSES $434,431,913

Year-over-Year Comparison

	2024	2023	Change
Revenue	$445,689,765	$315,592,140	+0.4%
Expenses	$434,431,913	$308,242,042	+0.4%
Net Income	$11,257,852	$7,350,098	+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

890

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

$874,322

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THARP MICHELE	BOARD CHAIR	0.40	Officer Director	$0	$0	$0
SMOLTON STEVE	VICE CHAIR	0.20	Officer Director	$0	$0	$0
BROWN MARTHA	TREASURER UNTIL APRIL 2025	0.30	Officer Director	$0	$0	$0
DONOHO RICH	SECRETARY UNTIL APRIL 2025	0.40	Officer Director	$0	$0	$0
AUSTIN LAURA	PAST CHAIR	0.30	Officer Director	$0	$0	$0
BOSTON CHAD	DIRECTOR AT LARGE	0.10	Director	$0	$0	$0
EVANS ELLEN	DIRECTOR AT LARGE	0.20	Director	$0	$0	$0
FARMER ARNOLD	DIRECTOR AT LARGE	0.10	Director	$0	$0	$0
HEJEEBU ANANTA	DIRECTOR AT LARGE	0.10	Director	$0	$0	$0
LACAZE STEPHANIE	DIRECTOR AT LARGE	0.00	Director	$0	$0	$0
MINARIK BRET	DIRECTOR AT LARGE	0.20	Director	$0	$0	$0
PLAPINGER JANE	DIRECTOR AT LARGE	0.20	Director	$0	$0	$0
SANDERS NICO	DIRECTOR AT LARGE	0.10	Director	$0	$0	$0
SU JESSIE	DIRECTOR AT LARGE	0.10	Director	$0	$0	$0
SZYDLOWSKI AL	DIRECTOR AT LARGE	0.20	Director	$0	$0	$0
TEFFEAU MATTHEW	DIRECTOR AT LARGE	0.10	Director	$0	$0	$0
RONDEAU JONATHON	PRESIDENT & CHIEF EXECUTIVE OFFICER	40.00	Officer	$294,998	$26,463	$321,461
MORGAN MATTHEW	CHIEF PROGRAM OFFICER	40.00	Officer	$178,750	$40,786	$219,536
OCHOA GARZON JOSE ARMANDO	VP FINANCE&TREASURER FROM MAY 2025	40.00	Officer	$118,527	$23,501	$142,028
LYLE MEGAN JEANNE	SVP ADMIN&GEN.COUNSEL & SECY FROM MAY	40.00	Officer	$173,627	$17,670	$191,297
ARASAH ABDULGANIYU D	SENIOR TEAM LEADER	100.20	Highest	$168,772	$12,118	$180,890
WEINSTEIN MARC JEFFERY	SR DIRECTOR-SELF-DIRECTED SERVICES	40.00	Highest	$113,910	$28,172	$142,082
WILLIAMS PATRESE D	HEALTH ACCESS ASSISTANT	88.20	Highest	$124,186	$13,252	$137,438
STEPHENS BRANDY NICHOLE	VP OF PEOPLE & CULTURE	40.00	Highest	$137,047	$3,802	$140,849
PETER REBECCA	ADVISOR	40.00	Highest	$168,600	$0	$168,600

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	$445,689,765	$434,431,913	$92,836,261	$11,257,852
2023	$219,863,863	$218,055,329	$68,516,047	$1,808,534
2022	$141,108,245	$140,409,251	$32,360,126	$698,994
2021	$83,477,067	$81,938,539	$24,326,223	$1,538,528
2020	$67,461,665	$66,120,145	$19,836,412	$1,341,520
2019	$54,841,714	$54,804,850	$21,838,314	$36,864
2018	$46,651,499	$45,545,147	$22,375,485	$1,106,352

FELLO INC