THE WINSTON SALEM FELLOWS (EIN 812638369) - 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

2016

Legal Domicile

Principal Officer

RICHARD SHORE

Phone

3364134918

Tax Period

2020-04-01 to 2021-03-31

THE WINSTON SALEM FELLOWS, founded in 2016, is a small nonprofit in the Religion sector that reported $219K in total revenue in fiscal year 2020. Revenue surged 85% from the prior year, signaling strong growth momentum. The organization ran a surplus of $77K, a strong 35% operating margin.

Mission

EQUIP MEN AND WOMEN TO TRANSITION FROM COLLEGE TO CAREER.

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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 (2020)

Revenue Breakdown

Contributions & Grants $165,586

Program Service Revenue $40,695

Investment Income $0

Other Revenue $13,171

TOTAL REVENUE $219,452

Expense Breakdown

Grants Paid $0

Salaries & Benefits $83,100

Fundraising Expenses $0

Program Expenses $114,318

Other Expenses $59,110

TOTAL EXPENSES $142,210

Year-over-Year Comparison

	2020	2019	Change
Revenue	$219,452	$118,842	+0.8%
Expenses	$142,210	$133,014	+0.1%
Net Income	$77,242	$-14,172	-6.5%

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

$83,100

Total Directors

$63,600

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NED ERICKSON	EXECUTIVE DIRECTOR	40.00	Officer Director	$63,600	$0	$63,600
JESSIE COSTEN	BOARD MEMBER	2.00	Director	$0	$0	$0
TIM GARDNER	BOARD MEMBER	2.00	Director	$0	$0	$0
TIM GUPTON	BOARD MEMBER	2.00	Director	$0	$0	$0
BETH HILLIARD	BOARD MEMBER	2.00	Director	$0	$0	$0
KIM ICKES	BOARD MEMBER	2.00	Director	$0	$0	$0
BEN JONES	BOARD MEMBER	2.00	Director	$0	$0	$0
JOANNA LYALL	BOARD MEMBER	2.00	Director	$0	$0	$0
VIRGINIA PERRY	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
SHANNON RAINEY	EXEC COMMITTEE MEMBER	2.00	Officer Director	$0	$0	$0
LOGAN SELF	BOARD MEMBER	2.00	Director	$0	$0	$0
RICHARD SHORE	TREASURER	3.00	Officer Director	$0	$0	$0
MARY SPANGLER	BOARD MEMBER	2.00	Director	$0	$0	$0
JOHN TURNER	BOARD VICE CHAIR	2.00	Officer Director	$0	$0	$0
HEATHER TURNER	SECRETARY	20.00	Officer	$19,500	$0	$19,500

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
2021	$219,452	$142,210	$145,834	$77,242

THE WINSTON SALEM FELLOWS