ENO RIVER FELLOWSHIP FOUNDATION

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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

1989

Legal Domicile

Principal Officer

FRANCES L MCSHERRY

Phone

9194892575

Tax Period

2024-07-01 to 2025-06-30

ENO RIVER FELLOWSHIP FOUNDATION, founded in 1989, is a micro nonprofit that reported $44K in total revenue in fiscal year 2024. Revenue fell 39% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $12K, a strong 27% operating margin.

Mission

TO SUPPORT ENO RIVER UNITARIAN UNIVERSALIST FELLOWSHIP.

Program Service Accomplishments

Program 1

Expenses: $7,200

SUPPORT A HOUSE BAND TO ACCOMPANY CONGREGATIONAL SIGNING AND ENHANCE THE OVERALL WORSHIP EXPERIENCE BY ENHANCING EFFORTS TO BE MORE RADICALLY WELCOMING AND TO OFFER CULTURALLY INCLUSIVE MISICAL...

SUPPORT A HOUSE BAND TO ACCOMPANY CONGREGATIONAL SIGNING AND ENHANCE THE OVERALL WORSHIP EXPERIENCE BY ENHANCING EFFORTS TO BE MORE RADICALLY WELCOMING AND TO OFFER CULTURALLY INCLUSIVE MISICAL STYLES.

Program 2

Expenses: $6,000

SUPPORT PROJECT TO ASSESS AND ADDRESS CURRENT SAFETY AND ACCESSIBILITY NEEDS IN THE MEMORIAL GARDEN.

Program 3

Expenses: $5,000

SUPPORT CONSULTANT TO PROVIDE ASSESSMENT/AUDIT OF THE ERUUF WEBSITE AND RECOMMENDATIONS FOR EITHER A REVISION OR REBUILD OF THE SITE.

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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 $4,982

Program Service Revenue $0

Investment Income $39,457

Other Revenue $0

TOTAL REVENUE $44,439

Expense Breakdown

Grants Paid $31,848

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $31,848

Other Expenses $760

TOTAL EXPENSES $32,608

Year-over-Year Comparison

	2024	2023	Change
Revenue	$44,439	$73,443	-0.4%
Expenses	$32,608	$33,471	0.0%
Net Income	$11,831	$39,972	-0.7%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
KATHRYN SATERSON	PRESIDENT	Officer Director	$0	$0	$0
SUNNY LADD	SECRETARY	Officer Director	$0	$0	$0
FRANCES MCSHERRY	TREASURER	Officer Director	$0	$0	$0
MARK HENAULT	VICE-PRESIDENT	Officer Director	$0	$0	$0
JUDY TEAGUE	DIRECTOR	Director	$0	$0	$0
LENORA HARRIS-FIELD	DIRECTOR	Director	$0	$0	$0
VICTORIA ZULA	DIRECTOR	Director	$0	$0	$0
RAY BOYLAN	DIRECTOR	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	$44,439	$32,608	$1,363,206	$11,831
2024	$73,443	$33,471	$1,271,622	$39,972
2023	$20,115	$37,126	$1,155,377	$-17,011
2022	$175,734	$24,860	$1,072,161	$150,874
2021	$34,656	$28,730	$1,181,610	$5,926