2026-05-11T12:51:42-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 1925 CENTURY PARK E 16TH FLOOR LOS ANGELES CA 90067 990 2024-07-01 951644047 WESTRIDGE SCHOOL FOR GIRLS INC WEST 6267991153 324 MADELINE DRIVE PASADENA CA 91105 LINDA ROSS CFOO 6267991153 2026-05-11 1 1 KAREN LO P02141262 3102732501 2026-05-11 2024 2025-03-06 01:10:19Z LINDA ROSS 324 MADELINE DRIVE PASADENA CA 91105 32440944 0 1 X WWW.WESTRIDGE.ORG X 1913 CA WESTRIDGE IS AN INDEPENDENT, FORWARD-THINKING GIRLS' SCHOOL COMMITTED TO DEVELOPING INTELLECTUALLY ADVENTUROUS THINKERS, AND COURAGEOUS, COMPASSIONATE LEADERS. 22 22 233 60 0 0 3603887 3372372 24030800 25751020 1507409 2339527 16440 42031 29158536 31504950 2970790 3504279 0 0 17945293 18648645 0 0 1247056 7942493 8574694 28858576 30727618 299960 777332 78687637 83682165 7133557 7541351 71554080 76140814 X WESTRIDGE IS A FORWARD-THINKING GIRLS' SCHOOL COMMITTED TO DEVELOPING INTELLECTUALLY ADVENTUROUS THINKERS AND COURAGEOUS, COMPASSIONATE LEADERS. 0 0 23923273 3504279 25035679 WESTRIDGE IS AN INDEPENDENT FORWARD-THINKING GIRLS' SCHOOL IN PASADENA, CA COMMITTED TO DEVELOPING INTELLECTUALLY ADVENTUROUS THINKERS AND COURAGEOUS, COMPASSIONATE LEADERS. FOUNDED BY MARY LOWTHER RANNEY IN 1913 -- IN THE BACKDROP OF THE SUFFRAGIST MOVEMENT TO GIVE GIRLS ACCESS TO THE RIGORS OF EDUCATION THEIR BROTHERS WERE GETTING, WESTRIDGE'S MOTTO IS SURGERE TENTAMUS (WE STRIVE TO RISE); THIS FORWARD-THINKING MISSION CONTINUES TO DRIVE OUR WORK TODAY AS A SCHOOL OF 550 STUDENTS FROM GRADES 4-12. WESTRIDGE IS A SPACE WHERE GIRLS ARE THE MOST POWERFUL VOICES IN EVERY ROOM, THEY ARE EVERY MEMBER OF THE ADVANCED PHYSICS CLASS OR ROCKETRY CLUB, THE MOST CELEBRATED ATHLETES, THE MOST COURAGEOUS AND COMPASSIONATE LEADERS; IT'S A SCHOOL COMMUNITY WHERE GIRLS ARE ENCOURAGED TO TAKE CHANCES, MAKE MISTAKES, THINK DEEPLY, AND GET INVOLVED. WESTRIDGE HAS EMPOWERED GENERATIONS OF GIRLS TO CHALLENGE THE STATUS QUO, IMPROVE THEIR SCHOOL AND THE WORLD AROUND THEM, AND LOOK FOR WAYS TO LEAD AND SERVE THEIR COMMUNITY.WESTRIDGE OFFERS AN INTELLECTUALLY ENGAGING AND CHALLENGING CURRICULUM, A BALANCE OF THE HUMANITIES, MATHEMATICS, SCIENCE, TECHNOLOGY, VISUAL AND PERFORMING ARTS, AND ATHLETICS. ELECTIVES AND ADVANCED COURSES OF STUDY ALLOW EACH GIRL TO DISCOVER AND THRIVE WITHIN HER AREAS OF INTEREST AND STRENGTH, CULTIVATE CONCEPTUAL AND CRITICAL THINKING, AND INSPIRE DEEP LEARNING AND KNOWLEDGE. THE 74 MEMBERS OF THE CLASS OF 2025 EARNED 686 ACCEPTANCES TO 179 COLLEGES AND UNIVERSITIES. OUR FACULTY MEMBERS ARE SUBJECT MATTER EXPERTS WHO SPEND A GREAT DEAL OF TIME ON THEIR TEACHING AND LEARNING SO THAT STUDENTS CAN DEEPLY AND AUTHENTICALLY ENGAGE WITH THE CURRICULUM. FACULTY ALSO SERVE AS ADVISORS, GUIDING AND SUPPORTING THE STUDENTS IN THEIR EDUCATIONAL JOURNEY OUTSIDE OF THE CLASSROOM. AT WESTRIDGE, WE KNOW THAT THE HIGHEST QUALITY ACADEMIC PROGRAM IS ONLY VALUABLE IF STUDENTS ARE EMOTIONALLY PREPARED TO TAKE ADVANTAGE OF ALL THAT OFFERS, AND WE HELP PREPARE STUDENTS FOR LEARNING BY CENTERING THEIR SOCIAL-EMOTIONAL LEARNING ALONG WITH THEIR SENSE OF INCLUSION AND BELONGING. MYRIAD STUDENT LIFE CLUBS, COMPETITIVE TEAM SPORTS, AND ACTIVITIES GIVE STUDENTS A BALANCE BETWEEN THEIR ACADEMIC AND NONACADEMIC INTERESTS AND LEADERSHIP. IN OUR CLASSROOMS, EXTRACURRICULAR PROGRAMS, AND STUDENT-LIFE ACTIVITIES, WE LET STUDENT VOICES LEAD WHENEVER POSSIBLE SO THAT STUDENTS DEVELOP THE AGENCY AND SENSE OF SELF TO PURSUE THEIR PASSIONS AND SUPPORT THE GREATER GOOD. WE ARE NOT JUST READYING GIRLS FOR THE FUTURE WE ARE GIVING THEM THE PRACTICE, CONFIDENCE, AND SELF-CONCEPT THAT WILL SHAPE THE TRAJECTORY OF THEIR LIVES AND ULTIMATELY SHAPE THE FUTURE. 23923273 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 1 0 0 0 1 56 0 1 233 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X LINDA ROSS 6267991053 324 MADELINE DRIVE PASADENA CA 91105 NICOLE RABAUDI CHAIR OF ALUMNAE BOARD 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 DANIEL PRINCE TRUSTEE 2.00 X 0 0 0 VICKI VON HOLZHAUSEN TRUSTEE 2.00 X 0 0 0 KHALID RASHID TRUSTEE 2.00 X 0 0 0 LEA YIP SHEN TRUSTEE 2.00 X 0 0 0 JIM LYGOPOULOS TRUSTEE 2.00 X 0 0 0 JESSSICA YANG TRUSTEE 2.00 X 0 0 0 CHRISTINE M MCCARTHY TRUSTEE 2.00 X 0 0 0 TINA LI KLEINDORFER TRUSTEE 2.00 X 0 0 0 SHAHBANO NAWAZ TRUSTEE 2.00 X 0 0 0 WENDY WU IWATA TRUSTEE 2.00 X 0 0 0 MIKE BURKE VICE CHAIR/TREASURER 2.00 X X 0 0 0 DONALD L MORGAN VICE CHAIR 2.00 X X 0 0 0 EMILY CHUNG-YEE WANG VICE CHAIR 2.00 X X 0 0 0 KIRSTEN L HANSEN VICE CHAIR 2.00 X X 0 0 0 CATHY COLLOFF 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 JOSEPH J YBARRA VICE CHAIR 2.00 X X 0 0 0 VALERIE RUBIO LEMMON BOARD CHAIR 2.00 X X 0 0 0 ANDREA KASSAR HEAD OF SCHOOL 40.00 X 378481 0 149500 LINDA ROSS CHIEF FINANCE & OPERATIONS OFFICER 40.00 X 230162 0 63339 SARAH JALLO ASSIST HEAD OF SCHOOL FOR STRATEGIC PRIORITIES 40.00 X 182048 0 44721 ZANITA KELLY DIRECTOR OF LOWER & MIDDLE SCHOOL 40.00 X 176518 0 24873 IAN TATUM DIRECTOR OF EQUITY 40.00 X 171358 0 25208 JESSICA PEREZ DEL TORO UPPER SCHOOL SPANISH & DIR FOR PARTNERSHIP FOR SUC 40.00 X 155272 0 41588 SALLY MILLER DIRECTOR OF TECHNOLOGY 40.00 X 153096 0 37482 KIMBERLY KERSCHER DIRECTOR OF MARKETING & COMMUNICATIONS 40.00 X 151713 0 35713 1598648 0 422424 49 0 1 0 ALLIED UNIVERSAL PO BOX 828854 PHILADELPHIA PA 19182 SECURITY GUARD SERVICE 247943 JOSEPH ESPINOZA 19425 B SOLEDAD CANYON ROAD STE 356 SANTA CLARITA CA 91351 CONSTRUCTION 222645 2 3372372 690502 3372372 TUITION AND FEES 611600 24759941 24759941 FOOD SERVICE REVENUE 722514 715341 715341 OTHER PROGRAM 611600 275738 275738 25751020 953254 953254 15380 0 15380 15380 15380 2322267 935994 1386273 1386273 1386273 MISCELLANEOUS REVENUE 900099 26651 26651 26651 31504950 25035679 0 3096899 3504279 3504279 927552 392736 447264 87552 14105596 11767870 1747738 589988 1098935 914260 138391 46284 1414185 1092484 253979 67722 1102377 894505 158614 49258 428100 428100 66697 66697 129559 129559 196198 106238 62366 27594 105318 105318 193180 140313 31311 21556 466508 390942 10666 64900 2136302 649593 1477245 9464 94923 52355 42568 1538124 1476599 30763 30762 273512 136756 136756 INSTRUCTIONAL & STUDENT 919537 919537 ATHLETIC PROGRAM 848654 848654 FOOD SERVICE 403430 403430 OTHER EXPENSES 338198 14070 300971 23157 436454 113334 94301 228819 30727618 23923273 5557289 1247056 2590841 2481485 2432575 3735101 3450532 3144938 220544 251591 59369121 33951387 26228442 25417734 43467402 48395955 297301 255361 78687637 83682165 1304564 1732338 5399704 5463961 185322 145602 243967 199450 7133557 7541351 X 24351068 24093222 47203012 52047592 71554080 76140814 78687637 83682165 777332 3809402 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 1 1 1 20000.00 1329 0 1 X 46724512 449724 5939111 1899150 51214197 43302757 571271 4749271 1898787 46724512 42696913 417436 3659363 3470955 43302757 44235752 6886881 -6922000 1503720 42696913 35627992 1463670 8505090 1361000 44235752 0.00000 0.63758 0.36242 0 0 7223616 7223616 38967611 22697287 16270324 8146006 6609405 1536601 5031888 4644695 387193 25417734 LEASE LIABILITY - FINANCING 199450 199450 X 31680514 3809402 3809402 27871112 129559 3504279 3633838 31504950 27093780 0 27093780 129559 3504279 3633838 30727618 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. 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. 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: THE 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 3,504,279. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 3,504,279. 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 115 3504279 0 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 ANDREA KASSAR HEAD OF SCHOOL 378481 0 0 0 0 0 41400 0 108100 0 527981 0 0 0 LINDA ROSS CHIEF FINANCE & OPERATIONS OFFICER 230162 0 0 0 0 0 43508 0 19831 0 293501 0 0 0 SARAH JALLO ASSIST HEAD OF SCHOOL FOR STRATEGIC 182048 0 0 0 0 0 35772 0 8949 0 226769 0 0 0 ZANITA KELLY DIRECTOR OF LOWER & MIDDLE SCHOOL 176518 0 0 0 0 0 15924 0 8949 0 201391 0 0 0 JESSICA PEREZ DEL TORO UPPER SCHOOL SPANISH & DIR FOR PARTN 155272 0 0 0 0 0 29132 0 12456 0 196860 0 0 0 IAN TATUM DIRECTOR OF EQUITY 171358 0 0 0 0 0 15525 0 9683 0 196566 0 0 0 SALLY MILLER DIRECTOR OF TECHNOLOGY 153096 0 0 0 0 0 27006 0 10476 0 190578 0 0 0 KIMBERLY KERSCHER DIRECTOR OF MARKETING & COMMUNICATIO 151713 0 0 0 0 0 23853 0 11860 0 187426 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 8 690502 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE CONTRIBUTION COUNT IS THE NUMBER OF CONTRIBUTIONS RECEIVED. 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 CHAIR 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. THE CHIEF FINANCE AND OPERATIONS OFFICER WORKS WITH THE HEAD OF THE SCHOOL AND OTHER MEMBERS OF SENIOR MANAGEMENT TO DRAFT THE OPERATING BUDGET, WHICH INCLUDES SALARIES OF OTHER KEY EMPLOYEES. THE BUDGET IS PRESENTED TO THE ASSET MANAGEMENT COMMITTEE WHICH REVIEWS AND PRESENTS IT TO THE BOARD. THE HEAD OF THE SCHOOL HAS A WRITTEN EMPLOYMENT AGREEMENT. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. 310 ARLINGTON LLC 324 MADELINE DRIVE PASADENA CA 91105 PROPERTY HOLDING CA 60385 2770944 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