Civic Intelligence

Fellowship Hall Foundation

EIN 47-2962465 • 501(c)3 • Greensboro, NC

Profile

To maintain the financial security of fellowship hall, inc. Through effective financial decision making, enabling fellowship hall inc. To continue to help people who suffer from substance use disorder, provide compassionate, cost effective care and maintain a commitment to a twelve step philosophy.

PO Box 13890Greensboro, NC 27415

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

5th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

6th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

97th percentile

88%

Higher net margin than 97% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

75th percentile

16%

Faster asset growth than 75% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

113%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$11,514,192

Up $1,560,444 (+16%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$11,514,192

Up $1,560,444 (+16%) from 2023

Revenue

Up

$453,100

Up $240,028 (+113%) from 2023

Expenses

Up

$52,694

Up $14,104 (+37%) from 2023

Net Income

Up

$400,406

Up $225,924 (+129%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2015: $1Liabilities 2015: $02015Assets 2016: $0Liabilities 2016: $02016Assets 2017: $1Liabilities 2017: $02017Assets 2018: $1Liabilities 2018: $02018Assets 2019: $1Liabilities 2019: $02019Assets 2020: $10,217,810Liabilities 2020: $0Net Assets 2020: $10,217,8102020Assets 2021: $12,132,515Liabilities 2021: $0Net Assets 2021: $12,132,5152021Assets 2022: $9,407,497Liabilities 2022: $0Net Assets 2022: $9,407,4972022Assets 2023: $9,953,748Liabilities 2023: $0Net Assets 2023: $9,953,7482023Assets 2024: $11,514,192Liabilities 2024: $0Net Assets 2024: $11,514,1922024

Highlighted filing

2024

Assets$11,514,192
Liabilities$0
Net Assets$11,514,192

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $250,277Expenses 2020: $31,382Net Income 2020: $218,8952020Revenue 2021: $696,442Expenses 2021: $56,797Net Income 2021: $639,6452021Revenue 2022: $1,196,257Expenses 2022: $60,016Net Income 2022: $1,136,2412022Revenue 2023: $213,072Expenses 2023: $38,590Net Income 2023: $174,4822023Revenue 2024: $453,100Expenses 2024: $52,694Net Income 2024: $400,4062024

Highlighted filing

2024

Revenue$453,100
Expenses$52,694
Net Income$400,406

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Sep 8, 2025
Return Version
2023v6.0
Gross Receipts
$3,576,533
Mission and Program Overview

Mission

To maintain the financial security of fellowship hall, inc. Through effective financial decision making, enabling fellowship hall inc. To continue to help people who suffer from substance use disorder, provide compassionate, cost effective care and maintain a commitment to a twelve step philosophy.

To maintain the financial security of fellowship hall, inc. Through effective financial decision making, enabling fellowship hall inc. To help people who suffer from substance use disorder.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,914,548$11,489,044▲ $1,574,496
Savings and Temporary Cash Investments$39,200$25,148▼ $14,052
Total Assets$9,953,748$11,514,192▲ $1,560,444
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,953,748$11,514,192▲ $1,560,444
Total Net Assets Fund Balance$9,953,748$11,514,192▲ $1,560,444
Total Liabilities and Net Assets / Fund Balance$9,953,748$11,514,192▲ $1,560,444
Compensation and Service Providers

Board Members and Trustees

NameTitle
John TeshChairman
JACKIE O'CONNELLDirector
Jake WestDirector
Stuart GordonDirector
Lee HealySecretary
Tina HarrisTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$453,100
Other Revenue
$0
Change in Net Assets
$400,406
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$52,694
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$52,694-$52,694
Total Functional Expenses$0$52,694$0$52,694
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The form 990 is distributed via email to the entire board of directors. The board will approve the 990 prior to filing .

Form 990, Part VI, Section B, Line 12C

Board members are required to disclose any conflicts of interest at least annually verbally as per the bylaws.

Form 990, Part VI, Section C, Line 19

The chairman of the board reviews each request to review governing documents and policies, and if approved they will determine when and how access will be made available.

Filing and Contact Details

Filer

Filer Name
Fellowship Hall Foundation
EIN
47-2962465
Phone
3366213381
Address
PO BOX 13890, GREENSBORO, NC 27415

Signing Officer

Name
Tina Harris
Title
Treasurer
Phone
3366213381
Signed
2025-09-08
Discuss with paid preparer
No

Organization Details

Principal Officer
Tina Harris
Formed
2014
Legal Domicile
Nc
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Dmjps Pllc
Address
703 GREEN VALLEY ROAD SUITE 201, GREENSBORO, NC 27408
Preparer
Laura Hartley
Phone
3362759886
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Transfer to fellowship hall, inc -700,000.

Form 990, Part XII Line 2C

The organization has not changed either its oversight process or selection process during the tax year of september 30, 2024

Financial Statement Notes

PART X, LINE 2:

The organization is exempt from income taxes under section 501(c)(3) of the internal revenue code. Although exempt from income taxes, should the organization participate in activities resulting in unrelated business taxable income, the organization would account for uncertain income tax positions by prescribing a minimum probability threshold a tax position must meet before a financial statement income tax benefit is recognized. The minimum threshold is defined as a tax position, based solely on its technical merits, which would, more likely than not, be sustained upon examination by the relevant tax authority with knowledge of the same facts. The tax benefit to be recognized is measured as the largest amount of benefit that is greater than 50% likely of being realized upon ultimate resolution. Based on all known facts, circumstances, and current tax law, the organization believes the total amount of uncertain income tax position liabilities and related accrued interest are not material to its financial position. As of september 30, 2024, and including the previous three (3) years considering extensions, the organization's income tax returns are open and subject to examination by tax authorities with relevant jurisdiction. Should such an examination take place, management does not anticipate any significant issues related to the open years.

Raw XML Appendix337 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ALTHOUGH EXEMPT FROM INCOME TAXES, SHOULD THE ORGANIZATION PARTICIPATE IN ACTIVITIES RESULTING IN UNRELATED BUSINESS TAXABLE INCOME, THE ORGANIZATION WOULD ACCOUNT FOR UNCERTAIN INCOME TAX POSITIONS BY PRESCRIBING A MINIMUM PROBABILITY THRESHOLD A TAX POSITION MUST MEET BEFORE A FINANCIAL STATEMENT INCOME TAX BENEFIT IS RECOGNIZED. THE MINIMUM THRESHOLD IS DEFINED AS A TAX POSITION, BASED SOLELY ON ITS TECHNICAL MERITS, WHICH WOULD, MORE LIKELY THAN NOT, BE SUSTAINED UPON EXAMINATION BY THE RELEVANT TAX AUTHORITY WITH KNOWLEDGE OF THE SAME FACTS. THE TAX BENEFIT TO BE RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON ULTIMATE RESOLUTION. BASED ON ALL KNOWN FACTS, CIRCUMSTANCES, AND CURRENT TAX LAW, THE ORGANIZATION BELIEVES THE TOTAL AMOUNT OF UNCERTAIN INCOME TAX POSITION LIABILITIES AND RELATED ACCRUED INTEREST ARE NOT MATERIAL TO ITS FINANCIAL POSITION. AS OF SEPTEMBER 30, 2024, AND INCLUDING THE PREVIOUS THREE (3) YEARS CONSIDERING EXTENSIONS, THE ORGANIZATION'S INCOME TAX RETURNS ARE OPEN AND SUBJECT TO EXAMINATION BY TAX AUTHORITIES WITH RELEVANT JURISDICTION. SHOULD SUCH AN EXAMINATION TAKE PLACE, MANAGEMENT DOES NOT ANTICIPATE ANY SIGNIFICANT ISSUES RELATED TO THE OPEN YEARS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS DISTRIBUTED VIA EMAIL TO THE ENTIRE BOARD OF DIRECTORS. THE BOARD WILL APPROVE THE 990 PRIOR TO FILING .
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST AT LEAST ANNUALLY VERBALLY AS PER THE BYLAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CHAIRMAN OF THE BOARD REVIEWS EACH REQUEST TO REVIEW GOVERNING DOCUMENTS AND POLICIES, AND IF APPROVED THEY WILL DETERMINE WHEN AND HOW ACCESS WILL BE MADE AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRANSFER TO FELLOWSHIP HALL, INC -700,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR OF SEPTEMBER 30, 2024
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII LINE 2C
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IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt09953748
IRS990/TotalAssetsEOYAmt011514192
IRS990/TotalAssetsGrp/BOYAmt09953748
IRS990/TotalAssetsGrp/EOYAmt011514192
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt052694
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt052694
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt09953748
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt011514192
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0453100
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0453100
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09953748
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011514192
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05140 DUNSTAN ROAD
IRS990/USAddress/CityNm0GREENSBORO
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd027405
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd00
ReturnHeader/BusinessOfficerGrp/PersonNm0TINA HARRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03366213381
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FELLOWSHIP HALL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FELL
ReturnHeader/Filer/EIN0472962465
ReturnHeader/Filer/PhoneNum03366213381
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 13890
ReturnHeader/Filer/USAddress/CityNm0GREENSBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027415
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0560570567
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DMJPS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0703 GREEN VALLEY ROAD SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027408
ReturnHeader/PreparerPersonGrp/PhoneNum03362759886
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA HARTLEY
ReturnHeader/ReturnTs02025-09-18T13:36:34-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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