WESTLAKE HIGH SCHOOL CHORAL BOOSTER

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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

2000

Legal Domicile

Principal Officer

BARTON JONES

Phone

8054976711

Tax Period

2023-07-01 to 2024-06-30

WESTLAKE HIGH SCHOOL CHORAL BOOSTER, founded in 2000, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $89K in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Expenses of $121K exceeded revenue, resulting in a 36% operating deficit.

Mission

THE ORGANIZATION EXISTS TO PROMOTE & ENCOURAGE PARENT & STUDENT PARTICIPATION IN THE EXTRA-CURRICULAR ACTIVITIES OF THE WESTLAKE HIGH SCHOOL CHORAL MUSIC DEPARTMENT AND TO PROVIDE FINANCIAL SUPPORT TO SCHOOL CHORAL MUSIC DEPARTMENT AND TO PROVIDE FINANCIAL SUPPORT TO PURCHASE EQUIPMENT, MATERIALS, SUPPLIES AND TRAVEL COSTS DUE TO BUDGETARY CUTBACKS FOR THE PROGRAM FROM THE SCHOOL DISTRICT.

Program Service Accomplishments

Program 1

Expenses: $76,411 Revenue: $56,767

THE ORGANIZATION PROVIDES FUNDING IN SUPPORT OF THE STUDENTS IN THE CHORAL MUSIC PROGRAM AT WESTLAKE HIGH SCHOOL. THE ORGANIZATION ASSISTS WITH THE PAYMENTS FOR COSTUME PURCHASES, TRAVEL COSTS TO...

THE ORGANIZATION PROVIDES FUNDING IN SUPPORT OF THE STUDENTS IN THE CHORAL MUSIC PROGRAM AT WESTLAKE HIGH SCHOOL. THE ORGANIZATION ASSISTS WITH THE PAYMENTS FOR COSTUME PURCHASES, TRAVEL COSTS TO FESTIVALS, PERFORMANCE COSTS, LESSONS, MUSIC CAMP, EQUIPMENT, AND SUPPLIES AND MATERIALS RELATED TO THE ACTIVITIES OF THE CHORAL PROGRAM WHEN FUNDING FROM THE SCHOOL IS NOT AVAILABLE. DIRECT GRANTS TO THE WESTLAKE HIGH SCHOOL MUSIC DEPARTMENT TO SUPPLEMENT SALARY FUNDING OVER AND ABOVE DISTRICT BUDGET AMOUNTS ARE USED TO PROVIDE SALARIES FOR ADDITIONAL TEACHERS AND ACCOMPANISTS NEEDED TO MAINTAIN THE HIGH LEVEL OF THE CHOIR PROGRAM.

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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 $30,118

Program Service Revenue $56,767

Investment Income $1,018

Other Revenue $770

TOTAL REVENUE $88,673

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $76,411

Other Expenses $120,945

TOTAL EXPENSES $120,945

Year-over-Year Comparison

	2023	2022	Change
Revenue	$88,673	$101,068	-0.1%
Expenses	$120,945	$96,128	+0.3%
Net Income	$-32,272	$4,940	-7.5%

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
ANDREA DANIELS	PRESIDENT (UNTIL 6/2024)	10.00	Officer Director	$0	$0	$0
AMI NIKOLIC - VP SHOW AND	SUPPORT (UNTIL 6/2024), PRESIDENT	10.00	Officer Director	$0	$0	$0
BRIDGET BATEMAN	VP, VP PATRON PROGRAM (UNTIL 6/2024)	2.00	Officer Director	$0	$0	$0
MEGAN DONOHUE	SECRETARY (UNTIL 6/2024)	4.00	Officer Director	$0	$0	$0
NICOLE KOLDE	SECRETARY (FROM 6/2024)	4.00	Officer Director	$0	$0	$0
OLIVIA HORWITZ	TREASURER (UNTIL 6/2024)	6.00	Officer Director	$0	$0	$0
BARTON JONES	TREASURER (FROM 6/2024)	6.00	Officer Director	$0	$0	$0
JEFF SHAFER	CO-VP FUNDRAISING (FROM 6/2024)	4.00	Director	$0	$0	$0
SUSAN SHAFER	CO-VP FUNDRAISING (FROM 6/2024)	4.00	Director	$0	$0	$0
JEN JULIAN	VP FUNDRAISING (UNTIL 6/2024)	4.00	Director	$0	$0	$0
KRISTI HRONEK	VP OF COMMUNICATIONS	4.00	Director	$0	$0	$0
KELLY MALOUF - VP OF	TRAVEL CHAPERONES (UNTIL 6/2024)	4.00	Director	$0	$0	$0
JODI GARDNER	TRAVEL CHAPERONES (FROM 6/2024)	4.00	Director	$0	$0	$0
KAREN HERNANDEZ	VP SHOW AND SUPPORT (FROM 6/2024)	4.00	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
2024	$88,673	$120,945	$115,584	$-32,272
2023	$101,068	$96,128	$148,449	$4,940
2022	$88,565	$142,197	$162,364	$-53,632
2021	$10,322	$57,039	$220,781	$-46,717
2020	$182,168	$113,674	$243,158	$68,494
2019	$159,447	$140,516	$174,664	$18,931