MEDFIELD FOUNDATION INC (EIN 043559057) - 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

2001

Legal Domicile

Principal Officer

ABBY MARBLE

Phone

5083595370

Tax Period

2024-03-01 to 2025-02-28

MEDFIELD FOUNDATION INC, founded in 2001, is a small nonprofit in the Community Improvement sector that reported $319K in total revenue in fiscal year 2024. Revenue surged 27% from the prior year, signaling strong growth momentum. The organization ran a surplus of $120K, a strong 38% operating margin.

Mission

THE MISSION OF THE ORGANIZATION IS TO ENRICH THE LIVES OF MEDFIELD RESIDENTS, BUILD STRONGER COMMUNITY, AND FACILITATE THE RAISING AND ALLOCATON OF PRIVATE FUNDS FOR PUBLIC NEEDS IN THE TOWN OF MEDFIELD.

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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 (2024)

Revenue Breakdown

Contributions & Grants $269,098

Program Service Revenue $0

Investment Income $35,755

Other Revenue $13,867

TOTAL REVENUE $318,720

Expense Breakdown

Grants Paid $22,500

Salaries & Benefits $0

Fundraising Expenses $1,350

Program Expenses $191,570

Other Expenses $176,528

TOTAL EXPENSES $199,028

Year-over-Year Comparison

	2024	2023	Change
Revenue	$318,720	$251,823	+0.3%
Expenses	$199,028	$316,047	-0.4%
Net Income	$119,692	$-64,224	-2.9%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAMELA BATES	DIRECTOR	2.00	Director	$0	$0	$0
PETER J FELLMAN	DIRECTOR	2.00	Director	$0	$0	$0
MEGHAN FOLEY	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL KASS	DIRECTOR	2.00	Director	$0	$0	$0
LEANNE LABELLE	CLERK	2.00	Officer Director	$0	$0	$0
KENNETH MANNING	DIRECTOR	2.00	Director	$0	$0	$0
ABBY MARBLE	TREASURER	5.00	Officer Director	$0	$0	$0
ELIZABETH MARBLE	DIRECTOR	2.00	Director	$0	$0	$0
MATTHEW PARILLO	DIRECTOR	2.00	Director	$0	$0	$0
OSLER PETE PETERSON	DIRECTOR	2.00	Director	$0	$0	$0
KIRSTEN POLER	PRESIDENT	3.00	Officer Director	$0	$0	$0
NEWTON H THOMPSON	DIRECTOR	2.00	Director	$0	$0	$0
TODD TREHUBENKO	DIRECTOR	2.00	Director	$0	$0	$0
BONNIE WREN-BURGESS	DIRECTOR	2.00	Director	$0	$0	$0

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
2025	$318,720	$199,028	$1,272,965	$119,692
2024	$251,823	$316,047	$1,111,713	$-64,224
2023	$436,436	$142,199	$1,130,802	$294,237
2022	$434,190	$128,915	$847,499	$305,275

MEDFIELD FOUNDATION INC