FELLOWSHIP HOUSE INC (EIN 630509822) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1965

Legal Domicile

Principal Officer

ELIZABETH NORMAN

Phone

2059332430

Tax Period

2023-10-01 to 2024-09-30

Fellowship House Inc, founded in 1965, is a community nonprofit that reported $4.6M in total revenue in fiscal year 2018. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $4.4M left a modest 4% surplus.

Mission

TO AID THE INDIVIDUAL IN THE PERSONAL, SOCIAL AND VOCATIONAL ADJUSTMENT NECESSARY FOR THE MAINTENANCE OF A SOBER AND PRODUCTIVE LIFE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $806,199

Program Service Revenue $3,630,376

Investment Income $81,021

Other Revenue $54,801

TOTAL REVENUE $4,572,397

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,835,368

Fundraising Expenses $0

Program Expenses $3,898,770

Other Expenses $1,536,212

TOTAL EXPENSES $4,371,580

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,572,397	$4,274,261	+0.1%
Expenses	$4,371,580	$4,442,254	0.0%
Net Income	$200,817	$-167,993	-2.2%

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

$219,779

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
S EASON BALCH III	DIRECTOR	2.00	Director	$0	$0	$0
CLIFFORD KENNON	DIRECTOR	2.00	Director	$0	$0	$0
JACK BRASHER	DIRECTOR	2.00	Director	$0	$0	$0
CAMILLE EDWARDS	DIRECTOR	2.00	Director	$0	$0	$0
KAY LAUMER	DIRECTOR	2.00	Director	$0	$0	$0
JESSICA DRUMMOND	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
JAMES WALSH	DIRECTOR	2.00	Director	$0	$0	$0
DENISE TOROSSIAN	DIRECTOR	2.00	Director	$0	$0	$0
MISTY WILLIAMS	VICE-PRESIDENT	4.00	Officer Director	$0	$0	$0
MONIQUE CAMPBELL	PRESIDENT	4.00	Officer Director	$0	$0	$0
DEBI JASPER LACHER	DIRECTOR	2.00	Director	$0	$0	$0
KURTIS EATON	MEMBER AT LARGE	2.00	Director	$0	$0	$0
JEANNINE BAILEY	MEMBER AT LARGE	2.00	Director	$0	$0	$0
JACK CARNEY	MEMBER AT LARGE	4.00	Director	$0	$0	$0
BETH BACHELOR	CEO (THRU 12/23)	40.00	Officer	$152,834	$0	$152,834
ELIZABETH NORMAN	CEO (STARTING 1/24)	40.00	Officer	$66,945	$0	$66,945

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	$4,572,397	$4,371,580	$4,851,899	$200,817
2023	$4,274,261	$4,442,254	$4,308,292	$-167,993
2022	$4,958,365	$4,479,260	$4,455,527	$479,105
2021	$5,080,210	$4,730,274	$4,049,817	$349,936
2020	$5,907,136	$5,128,568	$3,615,923	$778,568
2019	$4,614,288	$4,416,360	$2,838,714	$197,928

FELLOWSHIP HOUSE INC