THE WESTWOOD SCHOOL CORP (EIN 020725734) - 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

2004

Legal Domicile

Principal Officer

HEATHER LOURCEY

Phone

9722398598

Tax Period

2024-06-01 to 2025-05-31

THE WESTWOOD SCHOOL CORP, founded in 2004, is a community nonprofit in the Education sector that reported $5.7M in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring.

Mission

TO PROVIDE AN EXCEPTIONAL EDUCATION TO ITS STUDENTS.

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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 $67,454

Program Service Revenue $5,481,708

Investment Income $213,976

Other Revenue $-20,708

TOTAL REVENUE $5,742,430

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,457,253

Fundraising Expenses $75,732

Program Expenses $4,344,409

Other Expenses $2,167,582

TOTAL EXPENSES $5,624,835

Year-over-Year Comparison

	2024	2023	Change
Revenue	$5,742,430	$7,269,178	-0.2%
Expenses	$5,624,835	$5,266,139	+0.1%
Net Income	$117,595	$2,003,039	-0.9%

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

$129,352

Total Directors

$51,179

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HEATHER LOURCEY	head of school	40.00	Officer	$120,600	$8,752	$129,352
PAM BUTLER	FOUND./DIRECTOR	40.00	Director	$51,179	$0	$51,179
TRISHA MISTRY	Director	4.00	Director	$0	$0	$0
SUSAN DUESLER	Director	4.00	Director	$0	$0	$0
SAMI SMITH	Director	4.00	Director	$0	$0	$0
LESA ADAIR	President	4.00	Officer Director	$0	$0	$0
MARY ANN LUCAS	Director	4.00	Director	$0	$0	$0
AMBER BONLIE	Director	4.00	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	$5,742,430	$5,624,835	$7,324,988	$117,595
2024	$7,269,178	$5,266,139	$7,240,427	$2,003,039
2023	$6,304,377	$5,441,085	$5,701,268	$863,292
2022	$5,377,658	$4,800,551	$4,919,749	$577,107
2021	$5,084,096	$4,361,392	$3,598,240	$722,704
2020	$4,485,155	$4,626,673	$2,677,561	$-141,518
2019	$4,407,753	$3,899,645	$2,784,060	$508,108
2018	$4,057,471	$4,546,700	$2,687,491	$-489,229

THE WESTWOOD SCHOOL CORP