BURLESON HIGHER EDUCATION OPPORTUNI

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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

2008

Legal Domicile

Phone

8172362411

Tax Period

2024-01-01 to 2024-12-31

BURLESON HIGHER EDUCATION OPPORTUNI, founded in 2008, is a small nonprofit in the Education sector that reported $239K in total revenue in fiscal year 2024. Revenue fell 39% from the prior year — a significant decline worth monitoring. Expenses of $269K exceeded revenue, resulting in a 13% operating deficit.

Mission

CHANGE THE EXPECTATION OF STUDENTS TEACHERS AND PARENTS TO INCLUDE THE IDEA THAT ALL H.S. GRADUATES FROM BURLESON HAVE THE OPPORTUNITY TO ATTAIN HIGHER EDUCATION & CULTIVATE THE ECONOMIC DEVELOPMENT BENEFITS OF EXPANDING THE ATTAINMENT OF COLLEGE DEGREES AND CAREERS.

Program Service Accomplishments

Program 1

Expenses: $248,381

PROVIDE SCHOLARSHIPS TO BURLESON AREA HIGH SCHOOL SENIORS ENGAGE THE COMMUNITY IN SUPPORTING AND RECOGNIZING HIGH SCHOOL SENIORS WHO APPLIED FOR AND RECEIVED BOF SCHOLARSHIPS PROMOTE COMMUNITY PRIDE...

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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 $236,895

Program Service Revenue $0

Investment Income $10,338

Other Revenue $-8,074

TOTAL REVENUE $239,159

Expense Breakdown

Grants Paid $248,381

Salaries & Benefits $0

Fundraising Expenses $6,464

Program Expenses $248,381

Other Expenses $20,952

TOTAL EXPENSES $269,333

Year-over-Year Comparison

	2024	2023	Change
Revenue	$239,159	$390,873	-0.4%
Expenses	$269,333	$363,715	-0.3%
Net Income	$-30,174	$27,158	-2.1%

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

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
VICTORIA JOHNSON	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
DANIEL P PENTIKIS	PRESIDENT	2.00	Officer	$0	$0	$0
SAM ROSS	SECRETARY	2.00	Officer	$0	$0	$0
JONATHAN BARNES	TREASURER	2.00	Officer	$0	$0	$0
KAYLA HOFFMAN	TREASURER	2.00		$0	$0	$0
PATSY DUMAS	PRESIDENT	2.00		$0	$0	$0
JENNIFER HUFFMAN	SECRETARY	2.00		$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	No data	No data	No data	No data
2024	$239,159	$269,333	$165,557	$-30,174
2023	$390,873	$363,715	$272,945	$27,158
2022	$218,159	$580,405	$39,883	$-362,246
2021	$273,530	$497,023	$404,746	$-223,493
2020	$275,977	$19,886	$625,619	$256,091
2019	$315,088	$313,704	$369,529	$1,384
2018	$219,411	$330,133	$368,143	$-110,722