Totals
- Total revenue
- $3,313,900
- Total expenses
- $3,222,883
- Contributions and grants received
- $2,970,029
- Grants paid
- $0
- Program service revenue
- $239,352
- Investment income
- $54,586
- Other revenue
- $49,933
- Total assets, end of year
- $4,808,249
- Total liabilities, end of year
- $374,863
- Net assets or fund balances, end of year
- $4,433,386
- Program services expenses (Part IX)
- $2,715,087
- Management and general expenses
- $427,159
- Fundraising expenses
- $80,637
- Program service expenses (Part III)
- $2,715,087
Program services were 84.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$22,878
-
1e · Government grants (contributions)
$2,562,548
-
1f · All other contributions, gifts and grants
$384,603
-
1g · Noncash contributions included above
$41,254
-
2a · Program service revenue: HOUSING FOR CLIENTS
total $239,352 · related or exempt $239,352
-
3 · Investment income
total $54,586 · excluded $54,586
-
8a · Fundraising events: gross income
$50,481
-
8a · Fundraising events: contributions included on line 1c
$22,878
-
8b · Fundraising events: direct expenses
$11,248
-
8c · Net income from fundraising events
total $39,233 · excluded $39,233
-
11a · Other revenue: INSURANCE PROCEEDS FRO
total $10,700 · excluded $10,700
-
11e · Other revenue, total
$10,700
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $170,695 · program services $146,490 · management and general $24,205
-
7 · Other salaries and wages
total $1,566,440 · program services $1,288,513 · management and general $226,531 · fundraising $51,396
-
8 · Pension plan contributions
total $36,462 · program services $24,356 · management and general $10,863 · fundraising $1,243
-
9 · Other employee benefits
total $257,908 · program services $212,894 · management and general $37,392 · fundraising $7,622
-
10 · Payroll taxes
total $139,167 · program services $115,342 · management and general $19,694 · fundraising $4,131
-
11g · Fees: other
total $53,193 · program services $19,408 · management and general $33,785
-
13 · Office expenses
total $28,774 · program services $12,803 · management and general $10,207 · fundraising $5,764
-
16 · Occupancy
total $270,783 · program services $239,831 · management and general $28,812 · fundraising $2,140
-
20 · Interest
total $3,611 · program services $3,611
-
22 · Depreciation, depletion and amortization
total $243,869 · program services $238,625 · management and general $4,878 · fundraising $366
-
23 · Insurance
total $73,006 · program services $68,684 · management and general $3,631 · fundraising $691
-
24a · Other expenses: CLIENT MEALS AND KITCHE
total $138,839 · program services $138,839
-
24b · Other expenses: COMMUNICATIONS
total $88,055 · program services $62,093 · management and general $22,124 · fundraising $3,838
-
24c · Other expenses: CLIENT SUPPORT
total $69,894 · program services $69,894
-
24d · Other expenses: DONATED FOOD
total $41,254 · program services $41,254
-
24e · All other expenses
total $40,933 · program services $32,450 · management and general $5,037 · fundraising $3,446
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $153,403 · end of year $363,478
-
2 · Savings and temporary cash investments
beginning of year $980,771 · end of year $1,003,692
-
3 · Pledges and grants receivable
beginning of year $107,041 · end of year $115,898
-
9 · Prepaid expenses and deferred charges
beginning of year $50,384 · end of year $35,521
-
10a · Land, buildings and equipment: cost or other basis
$6,021,065
-
10b · Land, buildings and equipment: accumulated depreciation
$3,334,752
-
10c · Land, buildings and equipment, net
beginning of year $2,833,484 · end of year $2,686,313
-
11 · Investments: publicly traded securities
beginning of year $236,626 · end of year $264,993
-
12 · Investments: other securities
beginning of year $255,621 · end of year $260,217
-
15 · Other assets
beginning of year $98,868 · end of year $78,137
-
17 · Accounts payable and accrued expenses
beginning of year $195,031 · end of year $196,615
-
23 · Secured mortgages and notes payable
beginning of year $114,313 · end of year $101,775
-
25 · Other liabilities
beginning of year $102,122 · end of year $76,473
-
27 · Net assets without donor restrictions
beginning of year $4,145,555 · end of year $4,278,240
-
28 · Net assets with donor restrictions
beginning of year $159,177 · end of year $155,146
Mission and programs · 2023
Mission
FELLOWSHIP PLACE'S MISSION IS TO SERVE ADULTS WITH MENTAL ILLNESS BY OFFERING A FULL RANGE OF THERAPEUTIC SUPPORT AND REHABILITATION SERVICES THAT PROMOTE INDEPENDENCE, WELLNESS, AND A MEANINGFUL LIFE. (SEE SCHEDULE O FOR CONTINUATIONS) SERVICES ARE PROVIDED ON A MULTI-PURPOSE CAMPUS WHERE CLIENTS MAY ACCESS A VARIETY OF SERVICES IN ONE LOCATION, OPEN 365 DAYS A YEAR. ALL SERVICES COMPLEMENT TRADITIONAL PSYCHIATRIC CARE BY PROVIDING CLIENTS OPPORTUNITIES FOR DAILY STRUCTURE AND A CHANCE TO LEARN AND PRACTICE LIFE SKILLS, AND FORM POSITIVE CONNECTIONS WITH PEERS AND THE COMMUNITY. PROGRAMS INCLUDE DAILY MEALS, DROP-IN SERVICES, SUPPORTIVE EDUCATION, SUPPORTIVE EMPLOYMENT, SUPPORTIVE HOUSING, CLINICAL GROUPS, PHYSICAL RECREATION, EXPRESSIVE ARTS, CASE MANAGEMENT, AND SUPPORTIVE COUNSELING.
Activities or mission (Part I)
FELLOWSHIP PLACE'S MISSION IS TO SERVE ADULTS WITH MENTAL ILLNESS (SEE SCHEDULE O FOR CONTINUATION) BY OFFERING A FULL RANGE OF THERAPEUTIC SUPPORT AND REHABILITATION SERVICES THAT PROMOTE INDEPENDENCE, WELLNESS, AND A MEANINGFUL LIFE. PROGRAMS INCLUDE DAILY ACTIVITIES, JOB TRAINING & PLACEMENT SERVICES, SUPPORTIVE HOUSING, AND CASE MANAGEMENT.
-
IN FY23-24 FELLOWSHIP PLACE TOUCHED THE LIVES OF MORE THAN 1500 UNDUPLICATED INDIVIDUALS LIVING WITH A MENTAL ILLNESS OR CO-OCCURRING MENTAL ILLNESS AND SUBSTANCE USE DISORDER. INDIVIDUALS SERVED INCREASED BY NEARLY 100%, PRIMARILY DUE TO GREATER UTILIZATION OF THE FELLOWSHIP INN, THE AGENCY'S DAYTIME DROP-IN PROGRAM FOR THE HOMELESS. THE FELLOWSHIP INN PROVIDED CASE MANAGEMENT SERVICES FOR 272 INDIVIDUALS AND BASIC NEEDS SUCH AS MEALS, LAUNDRY, SHOWERS, AND LOCKERS FOR 891 INDIVIDUALS. OTHER CORE PROGRAMS INCLUDE SOCIAL REHABILITATION, WHICH SERVED 379 PEOPLE; PERMANENT SUPPORTED HOUSING, WHICH SERVED 52 INDIVIDUALS, AND CAREER SERVICES, WHICH SERVED 203 INDIVIDUALS. THE AGENCY SERVES A DIVERSE RACIAL AND ETHNIC CLIENTELE WITH 46% IDENTIFYING AS WHITE/CAUCASIAN AND 40% IDENTIFYING AS BLACK/AFRICAN AMERICAN AND ABOUT 10% IDENTIFYING AS HISPANIC. MORE THAN 90% OF THE PEOPLE SERVED HAVE A VERY LOW FIXED INCOME, RANGING FROM $0 TO $1,000 PER MONTH, MOSTLY DERIVED FROM GOVERNMENT ENTITLEMENT PROGRAMS SUCH AS SSDI OR SSI. MAJOR ACCOMPLISHMENTS THIS YEAR INCLUDED THE DEVELOPMENT OF SPECIALTY GROUPS:1. THE EVIDENCE-BASED PROGRAM HOPES, WHICH IS A SKILL BUILDING GROUP FOR ADULTS AGED 60 AND UP WHO ARE LIVING WITH A MENTAL ILLNESS, WAS LAUNCHED IN DECEMBER 2023. AS OF JUNE 30, 23 INDIVIDUALS WERE ENROLLED IN THE PROGRAM. HOPE TEACHES PARTICIPANTS HOW TO MANAGE THEIR MENTAL ILLNESS WHILE ALSO COPING WITH THE NORMAL CHALLENGES ASSOCIATED WITH AGING. THE PROGRAM AIMS TO HELP OLDER ADULTS AGE IN PLACE AND DEVELOP A PEER SUPPORT NETWORK. 2. THE YOUTH SERVICES PREVENTION INITIATIVE PROVIDED SUPPORTIVE COUNSELING AND PSYCHOSOCIAL ACTIVITIES FOR YOUNG ADULTS AGED 18 TO 26 WHO HAVE RECENTLY BEEN DIAGNOSED WITH A BEHAVIORAL HEALTH DISORDER. SERVICES CONSIST OF INDIVIDUAL AND GROUP ACTIVITIES TO IMPROVE SOCIAL SKILLS, USE OF LEISURE TIME, COMMUNICATION SKILLS, AND ORGANIZATIONAL SKILLS. GROUP PARTICIPANTS HAVE A HISTORY OF SOCIAL ISOLATION AND NEED ASSISTANCE WITH MAKING SOCIAL CONNECTIONS AND BUILDING HEALTHY RELATIONSHIPS. IN FY23-24 THE PROGRAM SERVED 30 UNDUPLICATED INDIVIDUALS.IN ADDITION, THE AGENCY CONTINUED TO ADDRESS FOOD INSECURITY BY OFFERING THREE FREE MEALS MONDAY-FRIDAY AND LUNCH ON WEEKENDS AND HOLIDAYS. APPROXIMATELY 60,000 MEALS WERE SERVED.SIGNIFICANT FOCUS WAS ALSO PLACED ON GIVING BACK TO THE COMMUNITY: STAFF FACILITATED NEIGHBORHOOD CLEAN-UPS WITH CLIENTS, COMMUNITY ART SHOWS, AND ORGANIZED CLIENTS FROM THE EXPRESSIVE ARTS PROGRAM TO DESIGN AND PAINT A MURAL FOR A LOCAL PARK.
Expenses $2,715,087 · Revenue $239,352
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Nicholas ZaunerNICHOLAS ZAUNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr William ShermanDR WILLIAM SHERMAN
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Debbie SchafferDEBBIE SCHAFFER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kevin M LuddyKEVIN M LUDDY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Susan Vaughn LewisSUSAN VAUGHN LEWIS
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
George JonesGEORGE JONES
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Rebecca IannantuoniREBECCA IANNANTUONI
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Debbie CookDEBBIE COOK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Renee Perroncel DelaurentisRENEE PERRONCEL DELAURENTIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mary PepeMARY PEPE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Monte RadlerMONTE RADLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gary TinneyGARY TINNEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Debbie GianiniDEBBIE GIANINI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jeff RossiJEFF ROSSI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mary A GuerreraMARY A GUERRERA
EXECUTIVE DIRECTOR
- Total calculated
- $175,916
- From this org
- $148,645
- From related orgs
- $0
- Other
- $27,271
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $148,645
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $27,271
- Filer's total
- $175,916
-
Luann BuonoLUANN BUONO
BUSINESS DIRECTOR
- Total calculated
- $129,296
- From this org
- $107,541
- From related orgs
- $0
- Other
- $21,755
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 18 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202432999349301603
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