PETER WENTZ FARMSTEAD SOCIETY

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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

1969

Legal Domicile

Principal Officer

KATHY YOST

Phone

6105845104

Tax Period

2023-01-01 to 2023-12-31

PETER WENTZ FARMSTEAD SOCIETY, founded in 1969, is a micro nonprofit that reported $24K in total revenue in fiscal year 2023. Revenue surged 96% from the prior year, signaling strong growth momentum. Expenses of $39K exceeded revenue, resulting in a 65% operating deficit.

Mission

ITS PURPOSE IS FOR THE PRESERVATION AND STUDY OF THE 18TH CENTURY WAY OF LIFE ON THE PETER WENTZ FARMSTEAD.

Program Service Accomplishments

Program 1

Expenses: $34,933 Revenue: $23,916

ALL REVENUES AND EXPENSES WERE USED FOR THE NON-PROFIT MAIN PURPOSE

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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 (2023)

Revenue Breakdown

Contributions & Grants $7,976

Program Service Revenue $0

Investment Income $17,344

Other Revenue $-1,404

TOTAL REVENUE $23,916

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $34,933

Other Expenses $39,416

TOTAL EXPENSES $39,416

Year-over-Year Comparison

	2023	2022	Change
Revenue	$23,916	$12,215	+1.0%
Expenses	$39,416	$26,078	+0.5%
Net Income	$-15,500	$-13,863	+0.1%

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

100

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
CAROL ALLEN	PRESIDENT	10.00	Officer	$0	$0	$0
KATHY YOST	TREASURER	10.00	Officer	$0	$0	$0
DINI VIGLIANO	SECRETARY	8.00	Officer	$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
2024	No data	No data	No data	No data
2023	$23,916	$39,416	$826,182	$-15,500
2022	$12,215	$26,078	$841,682	$-13,863
2021	$17,638	$9,604	$855,545	$8,034
2020	$19,758	$18,225	$847,511	$1,533
2019	$30,108	$27,992	$846,974	$2,116
2018	$17,945	$22,928	$844,858	$-4,983