WESTGATE COMMUNITY SCHOOL (EIN 263020391) - 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

2009

Legal Domicile

Principal Officer

CARRIE HORN

Phone

3034520967

Tax Period

2024-07-01 to 2025-06-30

WESTGATE COMMUNITY SCHOOL, founded in 2009, is a community nonprofit in the Education sector that reported $9.8M in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.0M, a strong 20% operating margin.

Mission

AT WESTGATE COMMUNITY SCHOOL, GIFTED EDUCATION IS PROVIDED TO ALL STUDENTS IN A COMMUNITY THAT NUTURES THE WHOLE CHILD, EMPOWERS STUDENTS TO BE AUTHENTIC,SUPPORTS INDIVDUALS IN REACHING THEIR OWN ACADEMIC GOALS, DEVELOPS STEWARDSHIP FOR THE ENVIRONMENT, AND INSPIRES PASSION FOR SERVING THE GLOBAL COMMUNITY. WESTGATE COMMUNITY SCHOOL IS A COMMUNITY-CENTERED, GIFTED K-12 SCHOOL THAT EMBRACES WHOLE-CHILD LEARNING AND SERVES ALL STUDENTS BY ENCOURAGING CREATIVITY, AUTHENTICITY, INCLUSIVITY, COLLABORATION, AND ACADEMIC EXCELLENCE.

🔒

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 $2,593,569

Program Service Revenue $7,010,177

Investment Income $220,485

Other Revenue $17,649

TOTAL REVENUE $9,841,880

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,686,051

Fundraising Expenses $0

Program Expenses $4,532,600

Other Expenses $2,149,076

TOTAL EXPENSES $7,835,127

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,841,880	$7,570,573	+0.3%
Expenses	$7,835,127	$7,772,881	+0.0%
Net Income	$2,006,753	$-202,308	-10.9%

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

Employees

Volunteers

210

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
SHARON COLLINS	EXECUTIVE DI	40.00	Highest	$174,374	$0	$174,374
CHARLOTTE SEYBOLD	K-12 PRINCIP	40.00	Highest	$120,141	$0	$120,141
TERI MCCAFFERTY	DIR OF BUSIN	40.00	Highest	$115,629	$0	$115,629
MARIO ACKLIN	SECRETARY	2.00	Officer Director	$0	$0	$0
DERRICK FRITZ	BOARD MEMBER	2.00	Director	$0	$0	$0
SAVITA GINDE	BOARD MEMBER	2.00	Director	$0	$0	$0
CARRIE HORN	BOARD PRESID	2.00	Officer Director	$0	$0	$0
ROBIN LARUE	TREASURER	2.00	Officer Director	$0	$0	$0
RACHEL MARSH	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
TREY MATHIS	BOARD MEMBER	2.00	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	$9,841,880	$7,835,127	$19,373,714	$2,006,753
2024	$7,570,573	$7,772,881	$18,099,912	$-202,308
2023	$7,492,150	$7,517,674	$17,307,440	$-25,524
2022	$6,861,243	$5,377,387	$16,695,332	$1,483,856
2021	$6,410,502	$4,510,428	$17,303,868	$1,900,074
2020	$5,609,536	$5,026,917	$14,630,624	$582,619

WESTGATE COMMUNITY SCHOOL