FIELDS PARK TRUST (EIN 843801960) - 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

2019

Legal Domicile

Principal Officer

KRISTEN M LEWIS

Phone

4042520100

Tax Period

2024-01-01 to 2024-12-31

FIELDS PARK TRUST, founded in 2019, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $323K in total revenue in fiscal year 2024. Revenue fell 35% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $227K, a strong 70% operating margin.

Mission

TO SUPPORT CHARITABLE ACTIVITIES THAT PROMOTE POSITIVE SOCIAL IMPACT.

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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 $242,767

Program Service Revenue $9,795

Investment Income $68,350

Other Revenue $1,908

TOTAL REVENUE $322,820

Expense Breakdown

Grants Paid $33,673

Salaries & Benefits $0

Fundraising Expenses $1,745

Program Expenses $79,777

Other Expenses $61,881

TOTAL EXPENSES $95,554

Year-over-Year Comparison

	2024	2023	Change
Revenue	$322,820	$496,414	-0.3%
Expenses	$95,554	$81,427	+0.2%
Net Income	$227,266	$414,987	-0.5%

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

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

$217,679

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JUSTIN MOFFETT	TRUSTEE	1.00	Director	$0	$0	$0
DOUG WILSON	TRUSTEE	1.00	Director	$0	$0	$0
GREG JAMES	TRUSTEE	1.00	Director	$0	$0	$0
KYLE DEFUR	TRUSTEE	1.00	Director	$0	$0	$0
KRISTEN M LEWIS	TRUSTEE	1.00	Director	$0	$21,408	$217,679
JEANNE MCMAINS	FORMER TRUSTEE	0.00		$0	$37,634	$337,314
DANA E RING	FORMER TRUSTEE	0.00		$0	$29,331	$266,693

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	$322,820	$95,554	$1,767,871	$227,266
2023	$496,414	$81,427	$1,539,229	$414,987
2022	$152,559	$42,920	$1,119,635	$109,639
2021	$534,798	$32,108	$1,002,690	$502,690
2020	$23,434	$23,392	$500,000	$42

FIELDS PARK TRUST