WAKEFIELD FOREST PTA (EIN 541153191) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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

Financial Trends

Organization Details

Principal Officer

Katherine Abbott

Phone

7035032300

Tax Period

2023-07-01 to 2024-06-30

WAKEFIELD FOREST PTA is a micro nonprofit that reported $53K in total revenue in fiscal year 2017. Revenue fell 46% from the prior year — a significant decline worth monitoring. Expenses of $51K left a modest 4% surplus.

Mission

To Support our Elementary School

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $35,275

Program Service Revenue $0

Investment Income $1

Other Revenue $58,662

TOTAL REVENUE $93,938

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $61,876

Other Expenses $65,038

TOTAL EXPENSES $65,038

Year-over-Year Comparison

	2023	2022	Change
Revenue	$93,938	$51,627	+0.8%
Expenses	$65,038	$35,467	+0.8%
Net Income	$28,900	$16,160	+0.8%

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

N/A

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
Jen Webster	Secretary	1.00	Officer	$0	$0	$0
Katherine Abbott	President	5.00	Officer	$0	$0	$0
David Brown	Treasurer	5.00	Officer	$0	$0	$0
Nudrat Salik	VP - Vol Engmnt	1.00	Officer	$0	$0	$0
Molly Mattessich	VP -Fundraising	1.00	Officer	$0	$0	$0
Erin Weber	Other	1.00	Officer	$0	$0	$0
Kathleen Miller	VP - Advocacy	1.00	Officer	$0	$0	$0
Lisa Verne	Past President	1.00	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	$93,938	$65,038	$70,283	$28,900
2023	$51,627	$35,467	$41,506	$16,160
2022	$17,888	$33,900	$25,346	$-16,012
2021	$13,476	$9,673	$41,358	$3,803
2020	$51,951	$40,363	$37,780	$11,588
2019	$70,381	$83,028	$25,058	$-12,647
2018	$52,948	$50,592	$38,186	$2,356

WAKEFIELD FOREST PTA