HARVEYS FELLOWSHIP (EIN 591355426) - 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

1964

Legal Domicile

Principal Officer

ROBERT TENNANT

Phone

8138841081

Tax Period

2024-06-01 to 2025-05-31

HARVEYS FELLOWSHIP, founded in 1964, is a small nonprofit in the Housing & Shelter sector that reported $459K in total revenue in fiscal year 2024. Expenses of $433K left a modest 5% surplus.

Mission

PROVIDE HOUSING TO LOW, VERY LOW AND MODERATE INCOME HOUSING RESIDENTS

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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 $0

Program Service Revenue $458,523

Investment Income $0

Other Revenue $0

TOTAL REVENUE $458,523

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $433,408

Other Expenses $433,408

TOTAL EXPENSES $433,408

Year-over-Year Comparison

	2024	2023	Change
Revenue	$458,523	$443,640	+0.0%
Expenses	$433,408	$447,250	0.0%
Net Income	$25,115	$-3,610	-8.0%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALFRED SMITH J	PRESIDENT	2.00	Officer Director	$0	$0	$0
ERNESTINE PORT	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SALLY FRANKLIN	SECRETARY	1.00	Officer Director	$0	$0	$0
ROBERT TENNANT	N/A	0.00	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
2025	$458,523	$433,408	$989,648	$25,115
2024	$443,640	$447,250	$982,793	$-3,610
2023	$416,242	$364,372	$978,697	$51,870
2022	$430,370	$368,959	$937,740	$61,411
2021	$396,397	$378,677	$896,629	$17,720
2020	$380,855	$382,019	$888,302	$-1,164
2019	$377,961	$374,545	$879,059	$3,416

HARVEYS FELLOWSHIP