Fellowshiplife INC

Tax-deductible

Bernards, NJ501(c)(3)Since 2021Human ServicesEIN 61-2015757Revenue $11.0M in FY2024

On file with the IRSfellowshipseniorliving.org8000 Fellowship Road, 07920-3915 · Bernards, NJTax-exempt since May 2023Publicly supported charity — 170(b)(1)(A)(vi)

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We create innovative opportunities to enrich the lives of older adults.

501(c)(3) charity; gifts are tax-deductible.
90¢ of each $1 spent went to programs.
Run by 9 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 3
filings with a surplus
Average surplus $5.8M a year · 62% of revenue · last 3 filings
Looks good: a surplus in 3 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
90%
of spending
Looks good: 90% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$2.6M
to officers and key staff · 45% of spending
Top officer’s pay higher than 99% of similar orgs
Concern: pay to officers and key staff is 45% of spending; over 30%.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: 0.3 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $4.1M
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.9M
10% of total assets
Looks good: liabilities are 10% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 9 voting members
Looks good: 8 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$11.0M
+0.4% vs prior year
Spent
$5.7M
To programs
90%
Net assets
$17.3M
By yearFY2022–FY2024
Revenue
$11.0M
FY2024+0.4%
Tap a bar for its year
Revenue by fiscal year
FY2022$5.9M
FY2023$11.0M
FY2024$11.0M
Expenses
$5.7M
FY2024▲ +34%
Tap a bar for its year
Expenses by fiscal year
FY2022$597K
FY2023$4.3M
FY2024$5.7M
Net assets
$17.3M
FY2024▲ +44%
Tap a bar for its year
Net assets by fiscal year
FY2022$5.2M
FY2023$12.0M
FY2024$17.3M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 2023.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

90 cents of each dollar spent went to programs.

Program services 90% · $5.2M Management & general 10% · $566K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

18 people listed on the 990; $2.6M paid to officers and key staff.

Part VII, Section A · reportable compensation
President & CEO
$773,681Pt VII · Sec A
Chief Financial Officer
$317,552Pt VII · Sec A
Chief Marketing & Innovati
$302,101Pt VII · Sec A
Executive Director
$269,766Pt VII · Sec A
Executive Director (until 03/25)
$243,079Pt VII · Sec A
Executive Director
$224,897Pt VII · Sec A
VP of Clinical Ops
$218,637Pt VII · Sec A
Executive Director
$210,339Pt VII · Sec A

Brian G Lawrence’s $774K as President & CEO is at the 99th percentile of top reported officer pay among 3122 $10–100M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023
Brian G Lawrence$773,681$778,674
Mark F Mazzella$317,552$286,940
Elizabeth B Fandel$302,101$267,445
Susan Elaine Lanza$243,079$284,763
Mark Aguilar$269,766$246,893
Kelli Mills$224,897$207,391
Laura Sharp$218,637$195,264
Brenden D Garozzo$210,339—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Enriches older adults' lives through innovative opportunities.

Questions for Fellowshiplife INC

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Provided by the organization

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1 program · $5.2M · in their own filed words · FY2024
01

Expenses incurred in providing administrative, financial and support services to all affiliates.

$5.2Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$4.1M

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$11.0M
Ln 12
Fees for servicesLn 2g$6.7M
Gifts and grantsLn 1h$4.1M
Other incomeLn 4–11$191K
Money outPt IX
$5.7M
Ln 25
Programscol B$5.2M
Managementcol C$566K
Owns and owesPt X
$17.3M
net assets · Ln 32
Cash and savingsLn 1–2$149K
Total assetsLn 16$19.2M
LiabilitiesLn 26$1.9M
PeoplePt VI, VII
18
listed · VII A
PaidVII A8
Voting boardVI 1a9
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$4.1M
Fees for servicesLn 2g$6.7M
Investment incomeLn 3$96K
Other incomeLn 4–11$191K
Total revenueLn 12$11.0M
Assets in detailPt X, end of year
CashLn 1$149K
Cash and savings togetherLn 1–2$149K
InvestmentsLn 11–13$50K
Other assetsLn 15$18.8M
Total assetsLn 16$19.2M
LiabilitiesLn 26$1.9M
Net assetsLn 32$17.3M
OperationsPt I, VI
EmployeesI 50
VolunteersI 69
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$179K$149K
InvestmentsLn 11–13$4.7M$50K
Total assetsLn 16$12.7M$19.2M
LiabilitiesLn 26$665K$1.9M
Net assetsLn 32$12.0M$17.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$4.4M$4.4M
Other employee benefitsLn 9$217K$217K
Payroll taxesLn 10$269K$269K
Legal feesLn 11b$115K$115K
Other fees for servicesLn 11g$449K$449K
Advertising and promotionLn 12$146K$146K
Office expensesLn 13$17K$17K
Information technologyLn 14$7K$7K
TravelLn 17$46K$46K
InsuranceLn 23$337$337
Other expenses (24a–d)Ln 24$88K$88K
All other expensesLn 24e$2K$2K
Total functional expensesLn 25$5.7M$5.2M$566K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $11.0M$5.7M$5.3M$17.3M 990 PDF
FY2023 $11.0M$4.3M$6.7M$12.0M 990 PDF
FY2022 $5.9M$597K$5.3M$5.2M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $11,033,756 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $6,172,886$4,069,886
I-9 Program service revenuePrior year $4,839,579$6,676,758
I-10 Investment incomePrior year −$20,576$96,332
I-11 Other revenuePrior year $0$190,780
I-12 Total revenuePrior year $10,991,889$11,033,756
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $4,027,871$4,850,575
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $246,489$871,047
I-18 Total expensesPrior year $4,274,360$5,721,622
I-19 Revenue less expensesPrior year $6,717,529$5,312,134
Part VI · Governance 8 of 9 board members independent, no flags
VI-1a Voting members of the governing body9
VI-1b Independent voting members8
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $11,033,756 across 6 lines filed
Lines not itemized here account for $8,619 of total revenue; see the IRS return.
VIII-1d Related organizations$4,069,886
VIII-1h Total contributions, gifts and grants$4,069,886
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $6,676,758$6,676,758
VIII-3 Investment incomeExcluded from tax $96,332$96,332
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $182,161$182,161
VIII-12 Total revenueRelated to mission $6,676,758 · Unrelated business $0 · Excluded from tax $287,112$11,033,756
Part IX · Statement of functional expenses $5,721,622 across 12 lines filed
IX-7 Other salaries and wagesPrograms $4,364,852$4,364,852
IX-9 Other employee benefitsPrograms $216,537$216,537
IX-10 Payroll taxesPrograms $269,186$269,186
IX-11b Legal feesManagement $114,931$114,931
IX-11g Other fees for servicesManagement $448,723$448,723
IX-12 Advertising and promotionPrograms $146,228$146,228
IX-13 Office expensesPrograms $17,262$17,262
IX-14 Information technologyPrograms $6,714$6,714
IX-17 TravelPrograms $45,992$45,992
IX-23 InsurancePrograms $337$337
IX-24 Other expenses (24a–d)Programs $88,475$88,475
IX-24e All other expensesManagement $2,385$2,385
IX-25 Total functional expensesPrograms $5,155,583 · Management $566,039 · Fundraising $0$5,721,622
Part X · Balance sheet $19,209,677 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $178,528$148,732
X-4 Accounts receivableStart of year $166,837$141,825
X-9 Prepaid expenses and deferred chargesStart of year $28,905$95,426
X-11 Publicly traded securitiesStart of year $4,717,443$50,414
X-15 Other assetsStart of year $7,586,633$18,773,280
X-16 Total assetsStart of year $12,678,346$19,209,677
X-17 Accounts payable and accrued expensesStart of year $665,387$1,884,584
X-26 Total liabilitiesStart of year $665,387$1,884,584
X-27 Net assets without donor restrictionsStart of year $12,012,959$17,325,093
X-32 Total net assets or fund balancesStart of year $12,012,959$17,325,093
X-33 Total liabilities and net assetsStart of year $12,678,346$19,209,677
Part XI · Reconciliation of net assets $17,325,093 net assets at year end
XI-1 Total revenue$11,033,756
XI-2 Total expenses$5,721,622
XI-3 Revenue less expenses$5,312,134
XI-4 Net assets at start of year$12,012,959
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$17,325,093

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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