NORTHFIELD SHARES (EIN 273080430) - 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

2010

Legal Domicile

Principal Officer

CARRIE R CARROLL

Phone

5074039755

Tax Period

2024-01-01 to 2024-12-31

NORTHFIELD SHARES, founded in 2010, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.1M in total revenue in fiscal year 2024. Revenue surged 215% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.8M, a strong 68% operating margin.

Mission

NORTHFIELD SHARES SEEKS TO SUSTAIN AND TRANSFORM THE NORTHFIELD COMMUNITY BY ADVANCING PHILANTHROPY, INSPIRING VOLUNTEERISM AND PROMOTING COLLABORATIVE LEADERSHIP.

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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 $3,570,312

Program Service Revenue $8,860

Investment Income $529,809

Other Revenue $0

TOTAL REVENUE $4,108,981

Expense Breakdown

Grants Paid $1,049,325

Salaries & Benefits $173,729

Fundraising Expenses $98,430

Program Expenses $1,136,492

Other Expenses $104,144

TOTAL EXPENSES $1,327,198

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,108,981	$1,305,426	+2.1%
Expenses	$1,327,198	$567,329	+1.3%
Net Income	$2,781,783	$738,097	+2.8%

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

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

$114,250

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BETH AYOTTE	BOARD MEMBER	1.00	Director	$0	$0	$0
JANE BARTHO	BOARD MEMBER	1.00	Director	$0	$0	$0
PAULT THIBOUTOT	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIKA CAMPBELL	CHAIR	2.00	Officer Director	$0	$0	$0
MAR VALDECANTOS	BOARD MEMBER	1.00	Director	$0	$0	$0
PERRY LARSON	BOARD MEMBER	1.00	Director	$0	$0	$0
ARLEN MALECHA	SECRETARY	1.00	Officer Director	$0	$0	$0
JOHN ROBISON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
KELLY STREET	BOARD MEMBER	1.00	Director	$0	$0	$0
MERRI KMOCH	BOARD MEMBER	1.00	Director	$0	$0	$0
STAN MORK	TREASURER	2.00	Officer Director	$0	$0	$0
KELLY WEBSTER	BOARD MEMBER	1.00	Director	$0	$0	$0
CARRIE CARROLL	EXECUTIVE DIRECTORS	40.00	Director	$114,250	$0	$114,250
JOE HARGIS	BOARD MEMBER	1.00	Director	$0	$0	$0
LARRY ENFIELD	BOARD MEMBER	1.00	Director	$0	$0	$0
CORRIE DEMAS	BOARD MEMBER	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
2024	$4,108,981	$1,327,198	$10,261,389	$2,781,783
2023	$1,305,426	$567,329	$7,261,094	$738,097
2022	$477,542	$519,406	$5,894,936	$-41,864
2021	$4,121,313	$2,523,757	$6,683,672	$1,597,556
2020	$626,680	$468,866	$5,309,836	$157,814
2019	$595,333	$362,084	$4,782,800	$233,249
2018	$3,448,829	$1,499,186	$4,481,239	$1,949,643

NORTHFIELD SHARES