The Post Oak School

EIN: 741486232 501(c)(3) Education

Bellaire, TX

Total Revenue
$16,741,721
Total Expenses
$16,562,486
Total Assets
$35,504,376
Net Assets
$23,317,000
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1964
Legal Domicile
TX
Principal Officer
Maura Joyce
Phone
7136616688
Tax Period
2024-07-01 to 2025-06-30

The Post Oak School, founded in 1964, is a mid-sized nonprofit in the Education sector that reported $16.7M in total revenue in fiscal year 2024.

Mission

The Post Oak School was founded to provide a superior Montessori environment and dynamic learning experiences which are designed according to the developmental characteristics and needs of children to guide and nurture each child intellectually, socially, and emotionally.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $845,028
Program Service Revenue $15,628,670
Investment Income $319,062
Other Revenue $-51,039
TOTAL REVENUE $16,741,721

Expense Breakdown

Grants Paid $1,354,821
Salaries & Benefits $10,438,226
Fundraising Expenses $518,520
Program Expenses $13,833,345
Other Expenses $4,769,439
TOTAL EXPENSES $16,562,486

Year-over-Year Comparison

2024 2023 Change
Revenue $16,741,721 $16,962,647 0.0%
Expenses $16,562,486 $16,219,613 +0.0%
Net Income $179,235 $743,034 -0.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
14
Independent Members
13
Employees
152
Volunteers
125

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
5
$754,484
Total Directors
14
$489,603
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Maura Joyce President, Head of School 60.00
Officer Director
$437,870 $51,733 $489,603
Whitney Walsh Chair 10.00
Officer Director
$0 $0 $0
Susanna Kartye Secretary 5.00
Officer Director
$0 $0 $0
Troy Thacker Treasurer 5.00
Officer Director
$0 $0 $0
Lara Leigh Bergoon Trustee 3.00
Director
$0 $0 $0
Rob Bruce Trustee 3.00
Director
$0 $0 $0
TJ Farnsworth Trustee 3.00
Director
$0 $0 $0
Judy Le Trustee 3.00
Director
$0 $0 $0
Gabriel Loperena Trustee 3.00
Director
$0 $0 $0
Jennifer Norten Trustee 3.00
Director
$0 $0 $0
Oscar Parada Trustee 3.00
Director
$0 $0 $0
Damon Putman Trustee 3.00
Director
$0 $0 $0
Sabina Walia Trustee 3.00
Director
$0 $0 $0
Jordan Zweig Trustee 3.00
Director
$0 $0 $0
Kelly Vaughn CFO 60.00
Officer
$220,546 $44,335 $264,881
James Quillin Adolescent Director 50.00
Highest
$164,899 $9,873 $174,772
Emily Milani Controller 50.00
Highest
$126,107 $15,743 $141,850
Mirna Andrade-Salgado IT Director 50.00
Highest
$117,910 $15,216 $133,126
Matthew Thompson Facilities Director 50.00
Highest
$112,031 $14,906 $126,937
Miriam Winton Early Childhood Director 50.00
Highest
$101,638 $15,029 $116,667
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 $16,741,721 $16,562,486 $35,504,376 $179,235
2024 $16,962,647 $16,219,613 $35,791,780 $743,034
2023 $15,815,791 $15,312,868 $34,654,794 $502,923
2022 $14,910,457 $13,930,511 $33,883,202 $979,946
2021 $15,447,844 $13,723,624 $33,296,853 $1,724,220
2020 $14,152,219 $14,159,507 $32,850,905 $-7,288
2019 $14,258,371 $13,577,838 $28,003,356 $680,533
2018 $13,160,749 $12,452,464 $25,751,615 $708,285
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