The Woodlands Methodist School PEO (EIN 821875556) - 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

2017

Legal Domicile

Principal Officer

Rebecca Schneider

Phone

9362309668

Tax Period

2020-06-01 to 2021-05-31

The Woodlands Methodist School PEO, founded in 2017, is a micro nonprofit in the Education sector that reported $3K in total revenue in fiscal year 2020. Revenue fell 97% from the prior year — a significant decline worth monitoring. Expenses of $12K exceeded revenue, resulting in a 318% operating deficit.

Mission

The goals of the PEO are to enrich the learning experiences of our students by coordinating special events with school staff and to provide opportunities for parents to expand their knowledge through informational programs and fellowship

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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 (2020)

Revenue Breakdown

Contributions & Grants $2,951

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $2,951

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,891

Other Expenses $12,326

TOTAL EXPENSES $12,326

Year-over-Year Comparison

	2020	2019	Change
Revenue	$2,951	$96,557	-1.0%
Expenses	$12,326	$51,728	-0.8%
Net Income	$-9,375	$44,829	-1.2%

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

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
Salley Chung	President	5.00	Officer	$0	$0	$0
Kristi Ukena	Parliamentarian	5.00	Officer	$0	$0	$0
Rebecca Schneider	Treasurer	5.00	Officer	$0	$0	$0
Sarah Preybyla	Secretary	5.00	Officer	$0	$0	$0
Tina Stackhouse	Fundraising Coordinator	5.00	Key Emp	$0	$0	$0
Melinda Breiger	Social Chairperson -Planner	5.00	Key Emp	$0	$0	$0
Courtney Clark	Hospitality/Teacher Appreciation	5.00	Key Emp	$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
2021	$2,951	$12,326	$88,773	$-9,375
2020	$96,557	$51,728	$102,748	$44,829

The Woodlands Methodist School PEO