FELLOWSHIPLIFE INC (EIN 612015757) - 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

2021

Legal Domicile

Principal Officer

BRIAN G LAWRENCE

Phone

9085803805

Tax Period

2023-01-01 to 2023-12-31

FELLOWSHIPLIFE INC, founded in 2021, is a mid-sized nonprofit in the Human Services sector that reported $11.0M in total revenue in fiscal year 2023. Revenue surged 86% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6.7M, a strong 61% operating margin.

Mission

WE CREATE INNOVATIVE OPPORTUNITIES TO ENRICH THE LIVES OF OLDER ADULTS.

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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 $6,172,886

Program Service Revenue $4,839,579

Investment Income $-20,576

Other Revenue $0

TOTAL REVENUE $10,991,889

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,027,871

Fundraising Expenses $0

Program Expenses $4,028,771

Other Expenses $246,489

TOTAL EXPENSES $4,274,360

Year-over-Year Comparison

	2023	2022	Change
Revenue	$10,991,889	$5,903,158	+0.9%
Expenses	$4,274,360	$597,239	+6.2%
Net Income	$6,717,529	$5,305,919	+0.3%

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

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

$309,883

Total Directors

$860,841

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STAN MORIN	CHARIMAN	2.00	Officer Director	$0	$0	$0
JEFF ZENNA	VICE CHAIR	1.00	Officer Director	$0	$0	$0
RALPH ACQUAVIVA	DIRECTOR	1.00	Director	$0	$0	$0
RULENE DIFRANCESCO	DIRECTOR	1.00	Director	$0	$0	$0
FR DAVID JONES	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL TOSCANA	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM DOBSON	DIRECTOR	1.00	Director	$0	$0	$0
RICK MORLEY	DIRECTOR (TO 5/23)	1.00	Director	$0	$0	$0
SUZANNE SHUGG	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN G LAWRENCE	PRESIDENT & CEO	1.00	Director	$778,674	$82,167	$860,841
WALTER PARDO	DIRECTOR (TO 5/23)	1.00	Director	$0	$0	$0
MARK F MAZZELLA	CHIEF FINANCIAL OFFICER	1.00	Officer	$286,940	$22,943	$309,883
MARK AGUILAR	EXECUTIVE DIRECTOR	1.00	Highest	$246,893	$24,041	$270,934
SUSAN ELAINE LANZA	EXECUTIVE DIRECTOR	1.00	Highest	$284,763	$22,591	$307,354
ELIZABETH B FANDEL	CHIEF MARKETING & INNOVATION OFFICER	40.00	Highest	$267,445	$18,373	$285,818
KELLI MILLS	EXECUTIVE DIRECTOR	1.00	Highest	$207,391	$18,624	$226,015
LAURA SHARP	VP OF CLINICAL OPS	40.00	Highest	$195,264	$16,985	$212,249

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	$10,991,889	$4,274,360	$12,678,346	$6,717,529
2022	$5,903,158	$597,239	$5,312,516	$5,305,919

FELLOWSHIPLIFE INC