WESTLAKE HILLS ELEMENTARY SCHOOL PARENT FACULTY ASSOCIATION (EIN 237418354) - Form 990 Financial Analysis & Trantor Score

🔒

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

1974

Legal Domicile

Phone

8054979339

Tax Period

2024-07-01 to 2025-06-30

WESTLAKE HILLS ELEMENTARY SCHOOL PARENT FACULTY ASSOCIATION, founded in 1974, is a small nonprofit that reported $109K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Net assets of $243K represent 27 months of operating reserves.

Mission

TO ENCOURAGE COOPERATION BETWEEN PARENTS & FACULTY AND TO PROMOTE THE QUALITY OF WESTLAKE HILLS EDUCATIONAL PROGRAMS THROUGH FUNDRAISING, ENRICHMENT, COMMUNICATION AND COMMUNITY BUILDING.

🔒

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 $42,622

Program Service Revenue $0

Investment Income $0

Other Revenue $66,787

TOTAL REVENUE $109,409

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $106,830

TOTAL EXPENSES $106,830

Year-over-Year Comparison

	2024	2023	Change
Revenue	$109,409	$117,860	-0.1%
Expenses	$106,830	$109,890	0.0%
Net Income	$2,579	$7,970	-0.7%

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
HEATHER KELSON	PARLIAMENTARIAN	3.00	Director	$0	$0	$0
VICTORIA GRETHER	TREASURER-DEPOS	3.00	Director	$0	$0	$0
STACIA WATSON	CO-VP FUNDRAISI	3.00	Director	$0	$0	$0
LAUREN BLUM	VP COMMUNICATIO	3.00	Director	$0	$0	$0
SARAH SPANGLER	TREASURER-RECON	3.00	Director	$0	$0	$0
LINDSEY GROTH	President	3.00	Director	$0	$0	$0
VANESSA GORIN	CO-VP FUNDRAISI	3.00	Director	$0	$0	$0
LYNDSEY ROSOWICK	CO-VP ENRICHMEN	3.00	Director	$0	$0	$0
LAUREN HALL	CO-VP ENRICHMEN	3.00	Director	$0	$0	$0
SHANNON DEXTER	CORRESP SECRET	3.00	Director	$0	$0	$0
ALICA CRUZ	CO-RECORD SECRE	3.00	Director	$0	$0	$0
CHIANI MICK	VP COMMUNICATIO	3.00	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	$109,409	$106,830	$243,168	$2,579
2024	$117,860	$109,890	$240,589	$7,970
2023	$119,460	$135,815	$232,618	$-16,355
2022	$131,065	$69,396	$248,973	$61,669
2021	$95,202	$58,728	$187,304	$36,474
2020	$133,532	$146,540	$150,613	$-13,008
2019	$162,980	$257,160	$151,903	$-94,180
2018	$173,703	$162,402	$252,692	$11,301

WESTLAKE HILLS ELEMENTARY SCHOOL PARENT FACULTY ASSOCIATION