HENRY S WEST LAB PTO INC (EIN 261125302) - 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

2007

Legal Domicile

Principal Officer

ANA AZPURUA BAEZ

Phone

3059897316

Tax Period

2019-07-01 to 2020-06-30

HENRY S WEST LAB PTO INC, founded in 2007, is a small nonprofit that reported $237K in total revenue in fiscal year 2019. Revenue decreased 10% compared to the prior year.

Mission

PARENT TEACHER ORGANIZATION (PTO)SUPPORT HENRY S. WEST LABORATORY SCHOOL IN CORAL GABLES, FLORIDA IN THE PROVISION, ENHANCEMENT OF SERVICES TO THE STUDENTS OF THE SCHOOL(APPROXIMATELY 400 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 (2019)

Revenue Breakdown

Contributions & Grants $118,264

Program Service Revenue $119,004

Investment Income $172

Other Revenue $0

TOTAL REVENUE $237,440

Expense Breakdown

Grants Paid $67,067

Salaries & Benefits $0

Fundraising Expenses $35,191

Program Expenses $167,673

Other Expenses $186,374

TOTAL EXPENSES $253,441

Year-over-Year Comparison

	2019	2018	Change
Revenue	$237,440	$262,449	-0.1%
Expenses	$253,441	$237,432	+0.1%
Net Income	$-16,001	$25,017	-1.6%

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
ANA AZPURUA BAEZ	CO-PRESIDENT	8.00	Officer	$0	$0	$0
SUZANNE SANTOS	CO-PRESIDENT	5.00	Officer	$0	$0	$0
ERIC TATUM	CO- VICE PRE	2.00	Officer	$0	$0	$0
MARIA USAGA	CO-VICE PRES	5.00	Officer	$0	$0	$0
MARTA NOBO	CO-TREASURER	5.00	Officer	$0	$0	$0
YANNICK BROWN	CO-TREASURER	2.00	Officer	$0	$0	$0
VANESSA ASTURIAS	CO-SECRETARY	5.00	Officer	$0	$0	$0
JON LAWRENCE	CO-SECRETARY	2.00	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
2020	$237,440	$253,441	$218,396	$-16,001
2019	$262,449	$237,432	$233,630	$25,017

HENRY S WEST LAB PTO INC