FIELD ELEMENTARY PTO

🔒

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

2019

Legal Domicile

Principal Officer

Courtney Wentzler

Phone

2817951860

Tax Period

2024-07-01 to 2025-06-30

FIELD ELEMENTARY PTO, founded in 2019, is a small nonprofit in the Education sector that reported $227K in total revenue in fiscal year 2024. Revenue surged 63% from the prior year, signaling strong growth momentum. The organization ran a surplus of $66K, a strong 29% operating margin.

Mission

The Field Parent Teacher Organization advocates for the children of Field Elementary and provides outstanding programs that empower our school and community.

Program Service Accomplishments

Program 1

Expenses: $59,538

Basketball court and soccer field refurbish

Program 2

Expenses: $40,333

Stage upgrade

Program 3

Expenses: $17,493

Cafeteria mural

🔒

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 $222,919

Program Service Revenue $0

Investment Income $0

Other Revenue $3,830

TOTAL REVENUE $226,749

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $137,844

Other Expenses $160,922

TOTAL EXPENSES $160,922

Year-over-Year Comparison

	2024	2023	Change
Revenue	$226,749	$138,789	+0.6%
Expenses	$160,922	$124,435	+0.3%
Net Income	$65,827	$14,354	+3.6%

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

N/A

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
Courtney Wentzler	Treasurer	3.00	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	$226,749	$160,922	No data	$65,827