WESTLAKE ELEMENTARY SCHOOL PFA (EIN 134300298) - 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

1992

Legal Domicile

Principal Officer

CAROLYN CHERRIE

Phone

8057778939

Tax Period

2024-07-01 to 2025-06-30

WESTLAKE ELEMENTARY SCHOOL PFA, founded in 1992, is a small nonprofit in the Education sector that reported $269K in total revenue in fiscal year 2024. Expenses of $301K exceeded revenue, resulting in a 12% operating deficit.

Mission

FOSTER A CLOSER RELATIONSHIP BETWEEN THE HOME AND THE SCHOOL TO ENABLE PARENTS AND EDUCATORS TO COOPERATE IN THE GROWTH OF THE CHILD AND TO ESTABLISH UNIFIED EFFORTS OF PARENTS AND EDUCATORS.

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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 $170,892

Program Service Revenue $0

Investment Income $75

Other Revenue $98,224

TOTAL REVENUE $269,191

Expense Breakdown

Grants Paid $0

Salaries & Benefits $72,443

Fundraising Expenses $0

Program Expenses $288,578

Other Expenses $228,781

TOTAL EXPENSES $301,224

Year-over-Year Comparison

	2024	2023	Change
Revenue	$269,191	$252,069	+0.1%
Expenses	$301,224	$272,734	+0.1%
Net Income	$-32,033	$-20,665	+0.6%

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

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
DANNII DENNISON	CO-PRESIDENT	3.00	Officer Director	$0	$0	$0
CAROLYN CHERRIE	CO-PRESIDENT	3.00	Officer Director	$0	$0	$0
CHARLENE LEE	TREASURER	3.00	Officer Director	$0	$0	$0
JAIME DAVISON	TREASURER	3.00	Officer 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	$269,191	$301,224	$212,885	$-32,033
2024	$252,069	$272,734	$244,918	$-20,665
2023	$171,928	$168,902	$265,583	$3,026
2022	$216,286	$93,883	$262,557	$122,403
2021	$101,628	$115,456	$140,154	$-13,828
2020	$138,279	$163,032	$153,982	$-24,753
2019	$186,548	$161,078	$178,735	$25,470

WESTLAKE ELEMENTARY SCHOOL PFA