MONTVALE PARENT-TEACHER ORGANIZATION co FIELDSTONE MIDDLE SCHOOL (EIN 237382975) - 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

1973

Legal Domicile

Principal Officer

KRISTI VERI

Phone

2013919000

Tax Period

2023-07-01 to 2024-06-30

MONTVALE PARENT-TEACHER ORGANIZATION co FIELDSTONE MIDDLE SCHOOL, founded in 1973, is a micro nonprofit that reported $87K in total revenue in fiscal year 2023. Revenue decreased 20% compared to the prior year. The organization ran a surplus of $32K, a strong 37% operating margin.

Mission

TO INITIATE AND FOSTER A PROGRAM OF ACTIVITIES IN PURSUIT OF BETTER EDUCATIONAL OPPORTUNITIES, TO CREATE A FIELD OF COMMUNICATION AND UNDERSTANDING BETWEEN HOME AND THE SCHOOL, TO ASSIST AND PARTICIPATE IN SCHOOL ACTIVITIES THROUGH COOPERATION WITH THE ADMINISTRATION AND/BOARD OF EDUCATION, TO HELP SECURE ADEQUATE LAWS FOR THE CARE AND PROTECTION OF THE CHILDREN AND TO PROMOTE AND ENCOURAGE SCHOLASTIC ACHIEVEMENT AND GOOD CITIZENSHIP IN THE CHILDREN OF MEMORIAL ELEMENTARY AND FIELDSTONE MIDDLE SCHOOLS, MONTVALE, NEW JERSEY. THE PTO IS SUPPORTED PRIMARILY THROUGH FUNDRAISERS.

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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 $20,142

Program Service Revenue $15,112

Investment Income $0

Other Revenue $51,669

TOTAL REVENUE $86,923

Expense Breakdown

Grants Paid $11,604

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $46,300

Other Expenses $43,500

TOTAL EXPENSES $55,104

Year-over-Year Comparison

	2023	2022	Change
Revenue	$86,923	$108,406	-0.2%
Expenses	$55,104	$108,015	-0.5%
Net Income	$31,819	$391	+80.4%

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

110

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
ANDREA BENDJOUYA	co-vice pres.	5.00	Officer	$0	$0	$0
KRISTI VERI	Co-President	5.00	Officer	$0	$0	$0
ARIELLE ROSA	CO-PRESIDENT	5.00	Officer	$0	$0	$0
LISA MALAJIAN	Rec. Secretary	5.00	Officer	$0	$0	$0
MICHELLE GILSON	Treasurer	5.00	Officer	$0	$0	$0
KRISTIN BUCKLEY	CO-VICE PRES	5.00	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
2025	No data	No data	No data	No data
2024	$86,923	$55,104	$142,607	$31,819
2023	$108,406	$108,015	$112,223	$391
2022	$104,719	$56,237	$105,921	$48,482
2019	$114,322	$124,324	$62,231	$-10,002

MONTVALE PARENT-TEACHER ORGANIZATION co FIELDSTONE MIDDLE SCHOOL