Fellowship Society

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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

2004

Legal Domicile

Principal Officer

Gary Catterton

Phone

8437637644

Tax Period

2024-03-01 to 2025-02-28

Fellowship Society, founded in 2004, is a micro nonprofit that reported $69K in total revenue in fiscal year 2024. The organization ran a surplus of $38K, a strong 55% operating margin.

Mission

The Fellowship Society is organized for the benefit of its members. Additionally, the Society actively supports charitable causes such as Camp Happy Days.

Program Service Accomplishments

Program 1

Expenses: $1,380 Revenue: $5,676

To Fund charitable causes. Camp Happy Days

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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 $12,018

Program Service Revenue $0

Investment Income $21,252

Other Revenue $36,000

TOTAL REVENUE $69,270

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,380

Other Expenses $31,163

TOTAL EXPENSES $31,163

Year-over-Year Comparison

	2024	2023	Change
Revenue	$69,270	$64,925	+0.1%
Expenses	$31,163	$29,950	+0.0%
Net Income	$38,107	$34,975	+0.1%

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

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
John M Catterton	President	4.00	Officer Director	$0	$0	$0
Colin Frazier	Senior Warden	4.00	Officer Director	$0	$0	$0
Westley Ducote	Junior Warden	4.00	Officer Director	$0	$0	$0
David Jaffee	Solicitor	4.00	Officer Director	$0	$0	$0
Jack Becknell	Secretary	4.00	Officer Director	$0	$0	$0
Gary Catterton	Treasurer	4.00	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
2025	$69,270	$31,163	$742,105	$38,107
2024	$64,925	$29,950	$695,462	$34,975
2023	$67,485	$31,364	$610,012	$36,121
2022	$100,404	$43,579	$712,487	$56,825
2021	$62,470	$38,814	$655,662	$23,656