The Fields Retreat and Learning Center (EIN 271709046) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2009

Legal Domicile

Principal Officer

Signe Harriday

Phone

3202741860

Tax Period

2024-07-01 to 2025-06-30

The Fields Retreat and Learning Center, founded in 2009, is a small nonprofit in the Religion sector that reported $316K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $276K left a modest 13% surplus.

Mission

The center provides land based programs and retreat spaces for healing, restoration and community and well-being. It exists as a sanctuary for contemplation, inspiration and the transformation of soul and world

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $271,818

Program Service Revenue $44,014

Investment Income $0

Other Revenue $0

TOTAL REVENUE $315,832

Expense Breakdown

Grants Paid $0

Salaries & Benefits $104,132

Fundraising Expenses $32,262

Program Expenses $243,934

Other Expenses $169,064

TOTAL EXPENSES $276,196

Year-over-Year Comparison

	2024	2023	Change
Revenue	$315,832	$337,353	-0.1%
Expenses	$276,196	$334,785	-0.2%
Net Income	$39,636	$2,568	+14.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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
Erin Sharkey	President	1.00	Officer Director	$0	$0	$0
Signe Harriday	Treasurer	1.00	Officer Director	$0	$0	$0
Nneka Onwuzurike	Secretary	1.00	Officer Director	$0	$0	$0
Michael Kleber-Diggs	Director	1.00	Director	$0	$0	$0
Andrea Reynolds	Director	1.00	Director	$0	$0	$0
Anais Deal-Marquez	Director	1.00	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	$315,832	$276,196	$1,468,643	$39,636
2024	No data	No data	No data	No data
2022	$1,294,874	$223,623	$1,454,188	$1,071,251
2021	$426,141	$49,769	$382,078	$376,372

The Fields Retreat and Learning Center