Fellowship Council (EIN 571180814) - 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

2003

Legal Domicile

Phone

3104370544

Tax Period

2023-01-01 to 2023-12-31

Fellowship Council, founded in 2003, is a small nonprofit in the Community Improvement sector that reported $525K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year. Expenses of $454K left a modest 13% surplus.

Mission

To promote excellence in minimally invasive surgery through the dissemination of information to surgeons desiring to specialize in the field of minimally invasive surgery, endoscopy and related surgical disciplines.

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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 $516,350

Investment Income $8,534

Other Revenue $0

TOTAL REVENUE $524,884

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $454,432

TOTAL EXPENSES $454,432

Year-over-Year Comparison

	2023	2022	Change
Revenue	$524,884	$570,926	-0.1%
Expenses	$454,432	$416,363	+0.1%
Net Income	$70,452	$154,563	-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

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
KATHLEEN CHRISTIANS MD	AHPBA REP	1.00	Director	$0	$0	$0
ANDREW WRIGHT MD	ACCREDITATION	0.50	Director	$0	$0	$0
ALI TAVAKKOLI MD	MEMBER AT LRG	0.50	Director	$0	$0	$0
MATTHEW HUNTER MD	ASMBS REP	0.50	Director	$0	$0	$0
L Michael Brunt MD	Past President	0.50	Director	$0	$0	$0
Aurora D Pryor MD	PAST PRESIDENT	0.50	Director	$0	$0	$0
KUNOOR JAIN-SPANGLER	MEMBER AT LG	0.50	Director	$0	$0	$0
Adnan Alseidi	Past president	0.50	Director	$0	$0	$0
ROBERT LIM MD	SSAT Rep	0.50	Director	$0	$0	$0
JACOB GREENBERG MD	AHS REP	0.50	Director	$0	$0	$0
JAYLEEN M GRAMS MD	MEMBER AT LG	0.50	Director	$0	$0	$0
JAMES BITTNER IV MD	SAGES REP	0.50	Director	$0	$0	$0
CORRIGAN MCBRIDE MD	ACCED CO CHAIR	0.50	Director	$0	$0	$0
LIANE FELDMANMD	EDUCATION CH	0.50	Director	$0	$0	$0
MICHAEL SCHWEITZER MD	Research Chair	0.50	Director	$0	$0	$0
JON WEE MD	thoracic ad hoc	0.50	Director	$0	$0	$0
OMAR AWAIS MD	MEMBER AT LARGE	0.50	Director	$0	$0	$0
CHRISTY DUNST MD	AFS REP	0.50	Director	$0	$0	$0
TIMOTHY FARRELL MD	BY LAWS	0.50	Director	$0	$0	$0
SARAH HENNESSY MD	MEMBER AT LARGE	0.50	Director	$0	$0	$0
ALISON FATHALIZADEH	DE&I COMMITTEE	0.50	Director	$0	$0	$0
MARK SOLIMAN	MEMBER AT LARGE	0.50	Director	$0	$0	$0
MARIA MAJELLA DOYLE MD	SEC-TREASURER	1.00	Officer	$0	$0	$0
BRENT MATTHEWS MD	1ST VICE PRES	1.00	Officer	$0	$0	$0
SHANU KOTHARI MD	PRESIDENT	1.00	Officer	$0	$0	$0
EDWARD LIN	2ND VICE PRES	0.50	Officer	$0	$0	$0
ANNE LIDOR MD	IDENT ELECT	0.50	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	No data	No data	No data	No data
2023	$524,884	$454,432	$997,928	$70,452
2022	$570,926	$416,363	$849,267	$154,563
2021	$566,810	$489,579	$923,764	$77,231
2020	$455,947	$424,419	$811,470	$31,528
2019	$513,480	$557,074	$710,521	$-43,594
2018	$422,511	$470,647	$724,059	$-48,136

Fellowship Council