WESTLAWN SCHOOL INC (EIN 845015733) - 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

2020

Legal Domicile

Principal Officer

KARA B HOLDEN

Phone

3369376088

Tax Period

2024-07-01 to 2025-06-30

WESTLAWN SCHOOL INC, founded in 2020, is a small nonprofit in the Education sector that reported $724K in total revenue in fiscal year 2024. Expenses of $617K left a modest 15% surplus.

Mission

TO OPERATE A SCHOOL FOR EXCEPTIONAL CHILDREN

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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 $107,612

Program Service Revenue $608,297

Investment Income $7,858

Other Revenue $0

TOTAL REVENUE $723,767

Expense Breakdown

Grants Paid $0

Salaries & Benefits $441,393

Fundraising Expenses $17,590

Program Expenses $481,336

Other Expenses $175,329

TOTAL EXPENSES $616,722

Year-over-Year Comparison

	2024	2023	Change
Revenue	$723,767	$681,486	+0.1%
Expenses	$616,722	$490,122	+0.3%
Net Income	$107,045	$191,364	-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

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

$76,062

Total Directors

$76,062

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KARA HOLDEN	CEO	40.00	Officer Director	$71,108	$4,954	$76,062
AIMEE ROWELL	SECRETARY	2.00	Officer Director	$0	$0	$0
MEGAN BERLINGER	PRESIDENT	1.00	Director	$0	$0	$0
MARK BRADEN	DIRECTOR	1.00	Director	$0	$0	$0
FULLER PARHAM	FINANCE CHAIR	1.00	Director	$0	$0	$0
SCOTT HORN	DIRECTOR	1.00	Director	$0	$0	$0
MIKE ROBB	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL HAYES	DIRECTOR	1.00	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
2025	$723,767	$616,722	$560,456	$107,045
2024	$681,486	$490,122	$516,217	$191,364
2023	$481,907	$443,057	$295,867	$38,850
2022	$421,495	$287,971	$224,673	$133,524
2021	$236,781	$201,120	$54,946	$35,661

WESTLAWN SCHOOL INC