WHARTON K-8 DUAL LANGUAGE ACADEMY PTO

EIN: 800637464 501(c)(3) Education

Houston, TX

Total Revenue
$269,745
Total Expenses
$205,388
Total Assets
$236,063
Net Assets
$235,729
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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
2010
Legal Domicile
TX
Phone
7135353771
Tax Period
2024-07-01 to 2025-06-30

WHARTON K-8 DUAL LANGUAGE ACADEMY PTO, founded in 2010, is a small nonprofit in the Education sector that reported $270K in total revenue in fiscal year 2024. The organization ran a surplus of $64K, a strong 24% operating margin.

Mission

EDUCATIONAL/CHARITABLE

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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 $268,017
Program Service Revenue $0
Investment Income $483
Other Revenue $1,245
TOTAL REVENUE $269,745

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $60,782
Other Expenses $205,388
TOTAL EXPENSES $205,388

Year-over-Year Comparison

2024 2023 Change
Revenue $269,745 $270,129 0.0%
Expenses $205,388 $275,253 -0.3%
Net Income $64,357 $-5,124 -13.6%
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

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Governance

Voting Members
18
Independent Members
18
Employees
N/A
Volunteers
220

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
0
$0
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Trang Hickman President 16
Director
$0 $0 $0
Malsi Zambrano-Welch President-Elect 16
Director
$0 $0 $0
Kindra LeFevre Past President 8
Director
$0 $0 $0
Adriana Yzquierdo Treasurer 8
Director
$0 $0 $0
Lucas Masllorens Treasurer-Elect 8
Director
$0 $0 $0
Lillian Yip Secretary 8
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 $269,745 $205,388 $236,063 $64,357
2024 $270,129 $275,253 $177,356 $-5,124
2023 $295,449 $267,727 $299,074 $27,722
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