2024-05-08T13:34:56-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 1925 CENTURY PARK E 16TH FLOOR LOS ANGELES CA 90067 990 2022-07-01 951644047 WESTRIDGE SCHOOL FOR GIRLS INC WEST 6267991153 324 MADELINE DRIVE PASADENA CA 91105 LINDA ROSS CFOO 6267991153 2024-05-06 1 LINDA ROSS 999009999 0 KAREN LO P02141262 3102732501 2024-05-06 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z LINDA ROSS 324 MADELINE DRIVE PASADENA CA 91105 31498086 0 X WWW.WESTRIDGE.ORG X 1913 CA 110-YEAR-OLD INDEPENDENT DAY SCHOOL FOR COLLEGE-BOUND GIRLS, GRADES 4-12, LOCATED IN PASADENA. 21 21 241 60 0 0 7640054 2603617 21529326 22043188 1116478 1213264 9504 39185 30295362 25899254 2954142 3185102 0 0 16501885 17653182 0 0 1286467 9292697 7545847 28748724 28384131 1546638 -2484877 76969468 74773353 9207939 6910775 67761529 67862578 X WESTRIDGE IS A FORWARD-THINKING GIRLS' SCHOOL COMMITTED TO DEVELOPING INTELLECTUALLY ADVENTUROUS THINKERS AND COURAGEOUS, COMPASSIONATE LEADERS. 0 0 22382433 3185102 21815685 FOUNDED IN 1913, WESTRIDGE SCHOOL IS AN INDEPENDENT DAY SCHOOL FOR 540 COLLEGE-BOUND GIRLS, GRADES 4 THROUGH 12, LOCATED IN PASADENA, CALIFORNIA. OFFERING AN INTELLECTUALLY ENGAGING AND CHALLENGING CURRICULUM, THE PROGRAM OFFERS BALANCE AMONG HUMANITIES, MATHEMATICS, SCIENCE, TECHNOLOGY, VISUAL AND PERFORMING ARTS, AND ATHLETICS. THE 78 MEMBERS OF THE CLASS OF 2023 EARNED 581 ACCEPTANCES TO 176 COLLEGES AND UNIVERSITIES. THEY MATRICULATED TO 48 COLLEGES AND UNIVERSITIES IN 18 STATES, THE DISTRICT OF COLUMBIA, FRANCE AND THE CZECH REPUBLIC. AT WESTRIDGE, THE FOCUS OF LEARNING IS FOR EACH STUDENT TO MAKE AN INDIVIDUAL CONNECTION TO, AND BE FULLY ENGAGED WITH, THE MATERIAL. RATHER THAN SIMPLY RECEIVE AND REPEAT INFORMATION, WESTRIDGE STUDENTS ARE ENCOURAGED TO THINK INDEPENDENTLY AND CRITICALLY. THEY ARE ENCOURAGED TO SEE THEMSELVES AS CONTRIBUTORS TO HUMAN KNOWLEDGE, NOT MERELY AS BENEFICIARIES. ELECTIVES AND ADVANCED COURSES OF STUDY ARE AVAILABLE AND ALLOW EACH GIRL TO DISCOVER AND THRIVE WITHIN HER AREA OF INTEREST AND STRENGTH. CROSS-CURRICULAR COLLABORATION ENCOURAGES STUDENTS TO BROADEN THEIR UNDERSTANDING, COMPREHENSION, AND APPLICATION OF WHAT THEY LEARN BY MAKING CONNECTIONS WITHIN INTERSECTING DISCIPLINES. LIKEWISE, THE SCHOOL PROMOTES BALANCE BETWEEN THE ACADEMIC PROGRAM AND STUDENT LIFE EXPERIENCES THAT SUPPORT INTELLECTUAL, SOCIAL, ARTISTIC, PHYSICAL, ETHICAL, AND EMOTIONAL GROWTH. STUDENTS PARTICIPATE IN DISCOVERY WEEK, WHICH FEATURES EXPERIENTIAL PROGRAMS THAT FOSTER CREATIVITY, CURIOSITY, CONNECTION, REFLECTION, AND RESPONSIBILITY. THIS PROGRAM STRIVES TO DEEPEN STUDENTS' AWARENESS OF THEIR OWN INTELLECTUAL AND EMOTIONAL GROWTH AS THEY DEVELOP, EXPLORE, AND PURSUE NEW INTERESTS AND PASSIONS. FURTHERMORE, THEATER PRODUCTIONS ALLOW STUDENTS TO PARTICIPATE ON STAGE OR BEHIND THE SCENES; ATHLETIC TEAMS INCLUDE BASKETBALL, CROSS COUNTRY, EQUESTRIAN, ESPORTS, FLAG FOOTBALL, GOLF, LACROSSE, SOCCER, SOFTBALL, SWIMMING AND DIVING, TENNIS, TRACK AND FIELD, VOLLEYBALL, AND WATER POLO. WHETHER IN A CLASSROOM, ON STAGE, OR ON THE FIELD, WESTRIDGE GIRLS LEARN TO THINK FOR THEMSELVES, BUILD THEIR CONFIDENCE, AND TRUST THEIR TEAMMATES; THEY LEARN WHO THEY ARE, WHAT THEY VALUE, WHAT THEY HAVE TO OFFER, AND THE SELVES THEY WISH TO BECOME. 22382433 1 1 0 0 0 0 1 0 1 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 40 0 241 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X LINDA ROSS 6267991153 324 MADELINE DR PASADENA CA 91105 VALERIE RUBIO LEMMON BOARD CHAIR 2.00 X X 0 0 0 MIKE BURKE TREASURER/VICE CHAIR 2.00 X X 0 0 0 LAUREEN B CHANG VICE CHAIR 2.00 X X 0 0 0 RICHARD FUNG VICE CHAIR 2.00 X X 0 0 0 AKILA GIBBS SECRETARY/VICE CHAIR 2.00 X X 0 0 0 KIRSTEN L HANSEN VICE CHAIR 2.00 X X 0 0 0 RICHARD LORD VICE CHAIR 2.00 X X 0 0 0 DONALD L MORGAN VICE CHAIR 2.00 X X 0 0 0 DANIEL PRINCE VICE CHAIR 2.00 X X 0 0 0 ELIZABETH RUSSEL VICE CHAIR 2.00 X X 0 0 0 EMILY KO WANG VICE CHAIR 2.00 X X 0 0 0 JOSEPH J YBARRA VICE CHAIR 2.00 X X 0 0 0 SIGRID BURTON TRUSTEE 2.00 X 0 0 0 MARC HARRIS TRUSTEE 2.00 X 0 0 0 SUZANNE D ICAZA TRUSTEE 2.00 X 0 0 0 TINA LI KLEINDORFER TRUSTEE 2.00 X 0 0 0 JIM LYGOPOULOS TRUSTEE 2.00 X 0 0 0 JOHN SCOTT MULCHAEY TRUSTEE 2.00 X 0 0 0 ISMAEL OBREGON TRUSTEE 2.00 X 0 0 0 TERI WILDE TRUSTEE 2.00 X 0 0 0 JESSICA YANG TRUSTEE 2.00 X 0 0 0 ELIZABETH MCGREGOR HEAD OF SCHOOL (END 6/22) 40.00 X 256600 0 58375 ANDREA KASSAR HEAD OF SCHOOL (BEGIN 07/22) 40.00 X 185300 0 61231 KENDIS HEFFLEY CHIEF FINANCE & OPERATIONS (END 6/22) 40.00 X 136096 0 10901 LINDA ROSS CHIEF FINANCE & OPERATIONS (BEGIN 7/22) 40.00 X 113889 0 11650 DIANA O'LEARY DIRECTOR OF ADVANCEMENT 40.00 X 256026 0 25062 GARY BALDWIN DIRECTOR OF UPPER SCHOOL 40.00 X 167725 0 41315 SARAH JALLO DIRECTOR OF ADMISSIONS 40.00 X 165314 0 18544 ZANITA KELLY DIRECTOR OF LOWER & MIDDLE 40.00 X 164007 0 18452 IAN TATUM DIRECTOR OF EQUITY 40.00 X 163546 0 18481 JESSICA PEREZ DEL TORO UPPER SCHOOL SPANISH 40.00 X 132580 0 11565 1741083 0 275576 49 0 1 0 0 2603617 55830 2603617 TUITION AND FEES 611600 21247617 21247617 FOOD SERVICE REVENUE 722514 572118 572118 OTHER PROGRAM 611600 223453 223453 22043188 868649 868649 5943447 5598832 344615 344615 344615 MISCELLANEOUS REVENUE 900099 39185 39185 39185 25899254 21815685 0 1479952 3185102 3185102 959846 125400 423466 410980 13329395 11315184 1666613 347598 951523 826622 89748 35153 1408384 1164193 153633 90558 1004034 820137 130951 52946 182375 182375 46725 46725 118053 118053 56827 10672 38151 8004 84996 84996 116676 98490 7740 10446 442185 395962 9402 36821 2168660 805934 1353160 9566 64787 21055 43732 1505878 1445644 30116 30118 201976 100988 100988 INSTRUCTIONAL & STUDENT 806443 806443 ATHLETIC PROGRAM 654905 654905 FOOD SERVICE 380298 380298 FUNDRAISING 213534 28418 28418 156698 501529 111990 291960 97579 28384131 22382433 4715231 1286467 1442834 1874459 7366949 2547569 4315273 3691496 21109 36700 411910 226274 58159535 31278885 25179224 26880650 38232169 39278509 0 237696 76969468 74773353 3880716 931428 4682212 5518399 485543 254872 159468 206076 9207939 6910775 X 25734315 23853046 42027214 44009532 67761529 67862578 76969468 74773353 -2484877 2585926 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 1 20000.00 10534 0 1 X 42696913 417436 3659363 3470955 43302757 44235752 6886881 -6922000 1503720 42696913 35627992 1463670 8505090 1361000 44235752 32520126 514302 3829356 1235792 35627992 31726566 571378 1444262 1222080 32520126 0.00000 0.73050 0.26950 0 0 7223616 7223616 43579212 26505472 17073740 7356707 4773413 2583294 26880650 CAPITAL LEASE OBLIGATION 206076 206076 X 25182025 2585926 2585926 22596099 118053 3185102 3303155 25899254 25080976 0 25080976 118053 3185102 3303155 28384131 PART II, LINE 5: THE EASEMENT IS BETWEEN THE OWNER OF THE PROPERTY AND PASADENA HERITAGE. THE EASEMENT GRANTS PASADENA HERITAGE THE RIGHT TO INSPECT THE PROPERTY ONCE A YEAR TO ENSURE THAT THE PROPERTY IS BEING MAINTAINED AND THAT IT HAS NOT BEEN MODIFIED OR TAMPERED WITH. THE DATE OF INSPECTION IS BY MUTUAL AGREEMENT. IN ADDITION, THE PROPERTY IS OPEN TO THE PUBLIC TWICE A YEAR (AGAIN, BASED UPON MUTUALLY AGREED UPON DATES). PART II, LINE 9: THE EASEMENT COVERS A GREENE & GREENE HOUSE THAT WAS ACQUIRED IN JULY, 2013 AS A RESIDENCE FOR THE HEAD OF SCHOOL. THERE IS A HISTORIC PRESERVATION EASEMENT WITH PASADENA HERITAGE. THE PURCHASE OF THE PROPERTY WAS RECORDED AS AN ADDITION TO PROPERTY. THE VALUE OF THE EASEMENT IS INCLUDED IN THE VALUE OF THE LAND. THE EASEMENT PROVIDES FOR ANNUAL INSPECTIONS BY PASADENA HERITAGE AS WELL AS PUBLIC ACCESS TWICE A YEAR FOR VIEWING. THERE IS NO REVENUE ASSOCIATED WITH THE EASEMENT. MAINTENANCE COSTS OF THE PROPERTY ARE RECORDED AS EXPENSE. PART IV, LINE 2B: THE SCHOOL HAS A NUMBER OF CUSTODIAL ACCOUNTS FOR VARIOUS PURPOSES, INCLUDING PARENT COUNCIL, THR FUND FOR PARTNER FOR SUCCESS, AND VARIOUS CLUBS. PART V, LINE 4: TTHE SCHOOL HAS SEVERAL ENDOWMENT FUNDS FOR VARIOUS PURPOSES, INCLUDING FUNDING OF SCHOLARSHIPS, FACULTY DEVELOPMENT AND ENRICHMENT, SCIENCE CURRICULUM, TECHNOLOGY, AND GENERAL OPERATIONS. PART X, LINE 2: THE SCHOOL HAS BEEN GRANTED EXEMPTION FROM INCOME TAX UNDER SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES ALL OF THE POSITIONS TAKEN BY THE SCHOOL ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 3,185,102. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 3,185,102. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY IN ALL SCHOOL ADVERTISING, BROCHURES, REGISTRATION MATERIALS AND OTHER PRINT MEDIA. THE SCHOOL ALSO ADVERTISES IN LOCAL NEWSPAPERS. 1 FINANCIAL AID AWARDED TO ELIGIBLE STUDENTS 117 3185102 N/A N/A PART I, LINE 2: WESTRIDGE SCHOOL AWARDS FINANCIAL AID TO FURTHER THE SCHOOL'S MISSION BY CREATING A STUDENT COMMUNITY THAT TRULY REFLECTS AND VALUES ECONOMIC AND ETHNIC DIVERSITY IN EVERY GRADE LEVEL. THE FINANCIAL AID PROCESS ATTEMPTS TO ENSURE THAT A WESTRIDGE EDUCATION IS AVAILABLE TO THE GREATEST NUMBER OF QUALIFIED STUDENTS. WESTRIDGE SCHOOL DOES NOT DISCRIMINATE IN THE ADMINISTRATION OF FINANCIAL AID BECAUSE OF RACE, COLOR, RELIGION, NATIONAL ORIGIN, OR AGE. WESTRIDGE DOES NOT MAKE 'MERIT AWARDS AND DOES NOT AWARD AID BEYOND A FAMILY'S DOCUMENTED NEED FOR AID AS INTERPRETED BY THE FINANCIAL AID COMMITTEE. X X 1 1 X X X 0 0 0 0 0 0 0 0 0 ELIZABETH MCGREGOR HEAD OF SCHOOL (END 6/22) 256600 0 0 0 0 0 12775 0 45600 0 314975 0 0 0 DIANA O'LEARY DIRECTOR OF ADVANCEMENT 256026 0 0 0 0 0 17862 0 7200 0 281088 0 0 0 ANDREA KASSAR HEAD OF SCHOOL (BEGIN 07/22) 185300 0 0 0 0 0 8517 0 52714 0 246531 0 0 0 GARY BALDWIN DIRECTOR OF UPPER SCHOOL 167725 0 0 0 0 0 12687 0 28628 0 209040 0 0 0 SARAH JALLO DIRECTOR OF ADMISSIONS 165314 0 0 0 0 0 11344 0 7200 0 183858 0 0 0 ZANITA KELLY DIRECTOR OF LOWER & MIDDLE 164007 0 0 0 0 0 11252 0 7200 0 182459 0 0 0 IAN TATUM DIRECTOR OF EQUITY 163546 0 0 0 0 0 11281 0 7200 0 182027 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL LIVES IN A RESIDENCE OWNED BY THE SCHOOL, WHICH IS A CONDITION OF EMPLOYMENT UNDER THE EMPLOYMENT CONTRACT. THE ESTIMATED VALUE BASED ON COMPARABLE RENTS IN THE AREA IS APPROXIMATELY $7,000 PER MONTH WHICH IS INCLUDED AS NON-TAXABLE BENEFITS TO THE HEAD OF SCHOOL. HOUSEKEEPING SERVICES WERE REIMBURSED TO THE HEAD OF SCHOOL FOR MAINTENANCE OF THE SCHOOL OWNED PROPERTY. THE SCHOOL PAYS FOR A MEMBERSHIP AT THE ATHENAEUM FOR THE HEAD OF SCHOOL. X 10 55831 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): PART I, COLUMN (B) REPRESENTS THE NUMBER OF STOCK DONATION TRANSACTIONS. FORM 990, PART VI, SECTION A, LINE 8B THE SCHOOL DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, THE COMPLETE FORM 990 IS AVAILABLE ON-LINE TO THE MEMBERS OF THE BOARD FOR REVIEW. THE CFOO IS CHARGED WITH THE RESPONSIBILITY TO REVIEW AND ELECTRONICALLY SIGN THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C THE SCHOOL'S CONFLICT OF INTEREST POLICY COVERS TRUSTEES, OFFICERS, ADMINISTRATORS, FACULTY AND OTHER EMPLOYEES OF THE SCHOOL THAT HAVE AN OBLIGATION TO EXERCISE THEIR AUTHORITY AND TO CARRY OUT THE DUTIES OF THEIR RESPECTIVE POSITIONS FOR THE SOLE BENEFIT OF THE SCHOOL. COVERED PERSONS ARE REQUIRED TO DISCLOSE REGULARLY ON A CONFLICT OF INTEREST QUESTIONNAIRE. COVERED PERSONS SHALL MAKE FULL DISCLOSURE OF ALL MATERIAL FACTS REGARDING THE PROPOSED PURCHASE OF SUCH GOODS OR USE OF SUCH SERVICES AND THE FINANCIAL INTEREST OF THE INTERESTED PERSON HAS BEEN MADE TO THE PRESIDENT OF THE BOARD OF TRUSTEES WHO SHALL DISCUSS WITH THE BOARD. THE PURCHASE OF THE GOODS OR THE USE OF THE SERVICES HAS BEEN APPROVED OR RATIFIED BY THE VOTE OF A MAJORITY OF THE TRUSTEES THEN IN OFFICE ENTITLED TO VOTE WITHOUT COUNTING THE VOTE OF THE INTERESTED TRUSTEE. PROCEEDINGS RELATED TO CONFLICTS OF INTEREST ARE DOCUMENTED IN THE MEETING MINUTES OR AS OTHERWISE APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 15 EACH SPRING, THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS DATA COMPARING COMPENSATION FOR THE HEAD OF SCHOOL, OTHER OFFICERS AND KEY EMPLOYEES TO DATA GENERATED THROUGH THE NAIS STATS ONLINE SYSTEM. NATIONAL DATA IS REVIEWED, AS WELL AS DATA FOR 16 OTHER LOS ANGELES AREA INDEPENDENT SCHOOLS WITH A HIGH SCHOOL. TTHE CHIEF FINANCE AND OPERATIONS OFFICER WORKS WITH THE HEAD OF SCHOOL AND OTHER MEMBERS OF SENIOR MANAGEMENT TO PREPARE THE ANNUAL OPERATING BUDGET, WHICH INCLUDES SALARIES OF OTHER KEY EMPLOYEES. THE BUDGET IS PRESENTED TO THE ASSET MANAGEMENT COMMITTEE FOR REVIEW, AND THEN THE BUDGET IS PRESENTED TO THE BOARD OF TRUSTEES FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. 310 ARLINGTON LLC 324 MADELINE DRIVE PASADENA CA 91105 PROPERTY HOLDING CA 0 2841437 WESTRIDGE SCHOOL FOR GIRLS INC THE FUND FOR PARTNERSHIP FOR SUCCESS 1030 E CALIFORNIA BLVD PASADENA CA 91106 823396946 CHARITABLE FUNDRAISING CA 501(C)(3) LINE 12A, I N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0