Fellowship Square Foundation (EIN 526067043) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1960

Legal Domicile

Principal Officer

Kristin Norris

Phone

7038602536

Tax Period

2024-07-01 to 2025-06-30

FELLOWSHIP SQUARE FOUNDATION INC, founded in 1960, is a community nonprofit in the Housing & Shelter sector that reported $3.7M in total revenue in fiscal year 2017. Revenue surged 71% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 30% operating margin.

Mission

Affordable housing and services for low income seniors and those who are physically disabled.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $229,803

Program Service Revenue $1,123,208

Investment Income $1,080,906

Other Revenue $39,476

TOTAL REVENUE $2,473,393

Expense Breakdown

Grants Paid $130,390

Salaries & Benefits $1,224,426

Fundraising Expenses $320,423

Program Expenses $875,156

Other Expenses $515,358

TOTAL EXPENSES $1,870,174

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,473,393	$15,384,763	-0.8%
Expenses	$1,870,174	$1,598,017	+0.2%
Net Income	$603,219	$13,786,746	-1.0%

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

230

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

$220,209

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kristin Norris	President	5.00	Officer Director	$0	$0	$0
Mark Fleming	Vice President	4.00	Officer Director	$0	$0	$0
John Kelly	Secretary	2.00	Officer Director	$0	$0	$0
John S Gray	Treasurer	10.00	Officer Director	$0	$0	$0
Edward S Byrne	Director	2.00	Director	$0	$0	$0
Dan Flavin	Director	2.00	Director	$0	$0	$0
Kathleen Harding	Director	2.00	Director	$0	$0	$0
Carl Jenkins	Director	5.00	Director	$0	$0	$0
Shontay Kincaid	Director	2.00	Director	$0	$0	$0
Lynn Thomas	Director	2.00	Director	$0	$0	$0
Thomas J Van Lierde	Director	2.00	Director	$0	$0	$0
Christina Zeitz	CEO	37.50	Officer	$209,000	$11,209	$220,209

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	$2,473,393	$1,870,174	$36,018,340	$603,219
2024	$15,384,763	$1,598,017	$33,136,891	$13,786,746
2023	$3,555,262	$6,551,523	$22,701,355	$-2,996,261
2022	$6,851,605	$4,932,650	$21,996,759	$1,918,955
2021	$5,882,654	$4,388,822	$17,080,253	$1,493,832
2020	$6,636,180	$3,580,983	$12,918,184	$3,055,197
2019	$3,718,845	$3,025,773	$9,157,591	$693,072
2018	$3,739,938	$2,622,499	$8,504,557	$1,117,439

Fellowship Square Foundation