WESTWOOD-BALES PTO

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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

1968

Legal Domicile

Principal Officer

MICAH MORRIS

Phone

2819920555

Tax Period

2024-07-01 to 2025-06-30

WESTWOOD-BALES PTO, founded in 1968, is a small nonprofit in the Education sector that reported $142K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

TO SUPPORT WESTWOOD-BALES ELEMENTARY SCHOOL, A FRIENDSWOOD ISD PUBLIC SCHOOL

Program Service Accomplishments

Program 1

Expenses: $114,290

DONATIONS TO WESTWOOD-BALES ELEMENTARY SCHOOL, A FRIENDSWOOD ISD PUBLIC SCHOOL AND FISD EDUCATION FOUNDATION, A FOUNDATION TO SUPPORT FISD AND ENHANCE STUDENT AND TEACHER EXPERIENCES BY PROVIDING...

DONATIONS TO WESTWOOD-BALES ELEMENTARY SCHOOL, A FRIENDSWOOD ISD PUBLIC SCHOOL AND FISD EDUCATION FOUNDATION, A FOUNDATION TO SUPPORT FISD AND ENHANCE STUDENT AND TEACHER EXPERIENCES BY PROVIDING INNOVATIVE AND ENGAGING LEARNING OPPORTUNITIES.

Program 2

Expenses: $7,933

SUPPLIES PURCHASED FOR TEACHERS, TEACHER APPRECIATION EVENTS AND VARIOUS TOKENS OF APPRECIATION

Program 3

Expenses: $6,994

STUDENT ENRICHMENT EVENTS: BACK-TO-SCHOOL, BOOK FAIR, FIELD DAY, STEAM DAY, AND 5TH-GRADE PROMOTION; SUPPLIES AND EVENT COSTS.

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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 $7,858

Program Service Revenue $0

Investment Income $0

Other Revenue $134,517

TOTAL REVENUE $142,375

Expense Breakdown

Grants Paid $114,290

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $129,217

Other Expenses $24,300

TOTAL EXPENSES $138,590

Year-over-Year Comparison

	2024	2023	Change
Revenue	$142,375	$127,287	+0.1%
Expenses	$138,590	$120,446	+0.2%
Net Income	$3,785	$6,841	-0.4%

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
MICAH MORRIS	CHAIR	7.00	Officer	$0	$0	$0
KENNYE MILLER	CO-CHAIR	7.00	Officer	$0	$0	$0
IRENE MATA	VICE PRESIDENT	7.00	Officer	$0	$0	$0
KASSADII HOLDORFF	VICE PRESIDENT	7.00	Officer	$0	$0	$0
CARI CASTILLO	TREASURER	7.00	Officer	$0	$0	$0
JULIANNE DENNIS	TREASURER	7.00	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	$142,375	$138,590	$33,675	$3,785
2024	$127,287	$120,446	$29,890	$6,841
2023	$115,508	$119,724	$23,049	$-4,216
2022	$185,010	$191,750	$27,265	$-6,740
2021	$51,122	$49,895	$34,007	$1,227
2020	$104,858	$87,235	$32,780	$17,623
2019	$231,029	$224,485	$15,157	$6,544