BELLAIRE HIGH SCHOOL PARENT TEACHER ORGANIZATION (EIN 311764582) - 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

2002

Legal Domicile

Principal Officer

JULIE GOLDBERGER

Phone

7138652922

Tax Period

2023-07-01 to 2024-06-30

BELLAIRE HIGH SCHOOL PARENT TEACHER ORGANIZATION, founded in 2002, is a small nonprofit in the Education sector that reported $196K in total revenue in fiscal year 2023. Expenses of $168K left a modest 14% surplus.

Mission

SUPPORT OF EDUCATION AT BELLAIRE HIGH SCHOOL, BELLAIRE, TX

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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 (2023)

Revenue Breakdown

Contributions & Grants $97,692

Program Service Revenue $50,862

Investment Income $168

Other Revenue $47,549

TOTAL REVENUE $196,271

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $165,427

Other Expenses $167,869

TOTAL EXPENSES $167,869

Year-over-Year Comparison

	2023	2022	Change
Revenue	$196,271	$182,991	+0.1%
Expenses	$167,869	$158,313	+0.1%
Net Income	$28,402	$24,678	+0.2%

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

120

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
Julie Goldberger	President	10.00	Officer	$0	$0	$0
Jeff Kaufman	Treasurer	5.00	Officer	$0	$0	$0
Myra Phillips	VP Communications	2.00	Officer	$0	$0	$0
Ludy Lopez Andrade	VP Membership/ Fundraising	2.00	Officer	$0	$0	$0
Shannon Hoffer	VP School Relations	2.00	Officer	$0	$0	$0
Niketa Parikh	Secretary	2.00	Officer	$0	$0	$0
Michael Niggli	Principal	1.00	Officer	$0	$0	$0
Amy Allen	Past President	1.00	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
2025	No data	No data	No data	No data
2024	$196,271	$167,869	$106,349	$28,402
2023	$182,991	$158,313	$77,947	$24,678
2022	$69,999	$91,869	$53,269	$-21,870
2021	$33,344	$54,937	$75,139	$-21,593
2020	$152,779	$111,030	$96,732	$41,749
2019	$183,061	$174,902	$57,314	$8,159

BELLAIRE HIGH SCHOOL PARENT TEACHER ORGANIZATION