WESTRIDGE SCHOOL FOR GIRLS: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- WESTRIDGE SCHOOL FOR GIRLS (EIN 95-1644047)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-11
- IRS object ID
- 201131319349301758
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-11T11:34:21-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANISLAWSKI & HARRISON CPAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 N LAKE AVE SUITE 900 | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 91101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951644047 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTRIDGE SCHOOL FOR GIRLS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WEST | NameControl |
| Phone | 6267991153 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 MADELINE DRIVE | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 91105 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Tari Frahm Rokus | Name |
| Title | Asset Management Committee Chair | Title |
| Phone | 6267991153 | Phone |
| Date Signed | 2011-05-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Bared Dilacar | Name |
| Phone | 6267933600 | Phone |
| Date Prepared | 2011-05-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Tari Frahm Rokus | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 MADELINE DRIVE | AddressLine1 |
| City | PASADENA | City |
| State | CA | State |
| ZIP Code | 91105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 15690416 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | http://www.westridge.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1913 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | THE FUNDAMENTAL PURPOSE OF WESTRIDGE SCHOOL IS TO DEVELOP IN GIRLS THEIR INTELLECTUAL AND CREATIVE POWERS AND THEIR UNIQUE QUALITIES AS INDIVIDUALS. ESSENTIAL TO THE SCHOOL'S PURPOSE IS THE COMMITMENT TO BE A COMMUNITY THAT REFLECTS AND VALUES DIVERSITY, RESPECTS INDIVIDUAL DIFFERENCES, AND RESPONDS TO A CHANGING, DYNAMIC WORLD.AN INTELLECTUALLY ENGAGING AND CHALLENGING CURRICULUM PREPARES STUDENTS TO CONTINUE THEIR EDUCATION IN COLLEGE AND BEYOND AS DISCERNING, MOTIVATED LEARNERS WHO ARE COMMITTED TO EXCELLENCE AND GOODNESS IN EVERYTHING THEY DO. THE PROGRAM OFFERS BALANCE AMONG HUMANITIES, MATHEMATICS AND SCIENCES, FINE AND PERFORMING ARTS, TECHNOLOGY AND ATHLETICS. WESTRIDGE STRIVES TO DEVELOP YOUNG WOMEN WHOSE JOY IN LEARNING, PERSONAL IDEALS, COMMITMENT TO ETHICAL ACTION, SOCIAL AND ENVIRONMENTAL RESPONSIBILITY, COURAGE AND COMPASSION WILL LEAD THEM TO MEANINGFUL LIVES AS CONTRIBUTING CITIZENS OF THE LARGER WORLD. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 23 | NbrIndependentVotingMembers |
| Total Nbr Employees | 222 | TotalNbrEmployees |
| Total Nbr Volunteers | 243 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5225537 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1744684 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 12748710 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 13044725 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 512512 | InvestmentIncomePriorYear |
| Investment Income Current Year | 390780 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 495549 | OtherRevenuePriorYear |
| Other Revenue Current Year | 510227 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 18982308 | TotalRevenuePriorYear |
| Total Revenue Current Year | 15690416 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1874753 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2268660 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 10120077 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 10145812 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1240563 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4242417 | OtherExpensePriorYear |
| Other Expenses Current Year | 4198919 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 16237247 | TotalExpensesPriorYear |
| Total Expenses Current Year | 16613391 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2745061 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -922975 | RevenuesLessExpensesCY |
| Total Assets BOY | 45546947 | TotalAssetsBOY |
| Total Assets EOY | 47455041 | TotalAssetsEOY |
| Total Liabilities BOY | 3881254 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5493587 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 41665693 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 41961454 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE FUNDAMENTAL PURPOSE OF WESTRIDGE SCHOOL IS TO DEVELOP IN GIRLS THEIR INTELLECTUAL AND CREATIVE POWERS AND THEIR UNIQUE QUALITIES AS INDIVIDUALS. ESSENTIAL TO THE SCHOOL'S PURPOSE IS THE COMMITMENT TO BE A COMMUNITY THAT REFLECTS AND VALUES DIVERSITY, RESPECTS INDIVIDUAL DIFFERENCES, AND RESPONDS TO A CHANGING, DYNAMIC WORLD.AN INTELLECTUALLY ENGAGING AND CHALLENGING CURRICULUM PREPARES STUDENTS TO CONTINUE THEIR EDUCATION IN COLLEGE AND BEYOND AS DISCERNING, MOTIVATED LEARNERS WHO ARE COMMITTED TO EXCELLENCE AND GOODNESS IN EVERYTHING THEY DO. THE PROGRAM OFFERS BALANCE AMONG HUMANITIES, MATHEMATICS AND SCIENCES, FINE AND PERFORMING ARTS, TECHNOLOGY AND ATHLETICS. WESTRIDGE STRIVES TO DEVELOP YOUNG WOMEN WHOSE JOY IN LEARNING, PERSONAL IDEALS, COMMITMENT TO ETHICAL ACTION, SOCIAL AND ENVIRONMENTAL RESPONSIBILITY, COURAGE AND COMPASSION WILL LEAD THEM TO MEANINGFUL LIVES AS CONTRIBUTING CITIZENS OF THE LARGER WORLD. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 12865604 | Expense |
| Grants | 2268660 | Grants |
| Revenue | 13044725 | Revenue |
| Description | Founded in 1913, Westridge School is an independent day school for 500 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. 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 the body of 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 Interim and Discovery Week, non-academic experiential programs that foster creativity, curiosity, connection, reflection, and responsibility. This non-academic program strives to deepen students' awareness of their own intellectual and emotional growth as they develop, explore, and pursue new interests and passions. Furthermore, drama productions allow students to participate on stage or behind the scenes; athletic teams include basketball, cross country, 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. | Description |
| Total Program Service Expense | 12865604 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 65 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 222 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 23 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRETCHEN REED | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6267991153 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 MADELINE DR | AddressLine1 |
| City | pasadena | City |
| State | CA | State |
| ZIP Code | 91105 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (31 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|
| John Alejo | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Rev Canon Thomas Clarke | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Katie Rosedale Enney '98 | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Judith K Gain | ||||||||
| Vice Chair | 1.00 | X | 0 | 0 | 0 | X | ||
| Brooke Larsen Garlock '7 | ||||||||
| Secretary | 1.00 | X | 0 | 0 | 0 | X | ||
| Peter Lucey | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Jennifer T Lum | ||||||||
| Vice Chair | 1.00 | X | 0 | 0 | 0 | X | ||
| Ava Marie Megna | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| David G Mgrublian | ||||||||
| Chair | 1.00 | X | 0 | 0 | 0 | |||
| Sarah Young Miller | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Christopher Orndorff | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Richard H Patterson Jr | ||||||||
| Vice Chair/Treasurer | 1.00 | X | 0 | 0 | 0 | X | ||
| Tari Frahm Rokus | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| John H Seiter | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| W Torrey Sun | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| David T Swarts | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Alison Taylor '80 | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Alan R Tekerlek | ||||||||
| Vice Chair | 1.00 | X | 0 | 0 | 0 | X | ||
| Shaw B Wagener | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Jilleen R Westbrook | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Jane Mursener Wetzel | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Joni Moisant Weyl '72 | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Sabra Clark White '76 | ||||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |||
| Elizabeth McGregor | ||||||||
| Head of School | 40.00 | X | 128137 | 0 | 11207 | X | ||
| Rosemary Evans | ||||||||
| Asst Head/ Interim Head | 40.00 | 198650 | 0 | 20657 | X | |||
| Gretchen Reed | ||||||||
| Asst Head - Finance & Op | 40.00 | 155000 | 0 | 14007 | X | |||
| Stephanie Weber | ||||||||
| Director of Upper School | 40.00 | 115196 | 0 | 11221 | X | |||
| Mary Tuck | ||||||||
| Director of Lower School | 40.00 | 106191 | 0 | 7433 | X | |||
| Helen Hopper | ||||||||
| Director of Admissions | 40.00 | 104400 | 0 | 10440 | X | |||
| Melanie Horn | ||||||||
| Director of Athletics | 40.00 | 101120 | 0 | 10235 | X | |||
| Fran N Scoble | ||||||||
| Former Head of School | 0.00 | 202405 | 0 | 13958 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1111099 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 99158 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Novus Construction | |||||
| 9205 Alabama Avenue Suite F | Chatsworth | CA | 91311 | Upper School Science Building constructi | 1268331 |
| HealthNet | |||||
| File 52617 | Los Angeles | CA | 90074 | Insurance Contractor | 545578 |
| City of Pasadena | |||||
| 150 S Los Robles | Pasadena | CA | 91101 | Utilities and Permits | 249563 |
| Pica and Sullivan | |||||
| 625 S Fairfax | Los Angeles | CA | 90036 | UPper School Science Building Architects | 248071 |
| Whaley Le Vay | |||||
| 6 Rincon Point Lane | Carpinteria | CA | 93013 | Consultants | 200418 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 10 | NumberOfContractorsGT100K |
| All Other Contributions | 1744684 | AllOtherContributions |
| Noncash Contributions | 4395 | NoncashContributions |
| Total Contributions | 1744684 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611600 | 12962790 | 12962790 |
| SUMMER SCHOOL | 611710 | 44435 | 44435 |
| Spanish Immersion Trip | 611710 | 37500 | 37500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 13044725 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 390780 | TotalRevenueColumn |
| Exclusion | $390,780 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| food service | 900099 | 426663 | $426,663 |
| Other Income | 900099 | 65289 | $65,289 |
| drama ticket sales | 900099 | 18275 | $18,275 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 510227 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15690416 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13044725 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $901,007 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2268660 | Total |
| Program Services | 2268660 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 267451 | Total |
| Management And General | 187216 | ManagementAndGeneral |
| Fundraising | 80235 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8165743 | Total |
| Program Services | 6158560 | ProgramServices |
| Management And General | 1275876 | ManagementAndGeneral |
| Fundraising | 731307 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 513074 | Total |
| Program Services | 388234 | ProgramServices |
| Management And General | 79246 | ManagementAndGeneral |
| Fundraising | 45594 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 595581 | Total |
| Program Services | 431536 | ProgramServices |
| Management And General | 116876 | ManagementAndGeneral |
| Fundraising | 47169 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 603963 | Total |
| Program Services | 442335 | ProgramServices |
| Management And General | 103863 | ManagementAndGeneral |
| Fundraising | 57765 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8147 | Total |
| Management And General | 8147 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24500 | Total |
| Management And General | 24500 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124633 | Total |
| Program Services | 113268 | ProgramServices |
| Management And General | 11365 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69243 | Total |
| Program Services | 17081 | ProgramServices |
| Management And General | 445 | ManagementAndGeneral |
| Fundraising | 51717 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 215672 | Total |
| Program Services | 59053 | ProgramServices |
| Management And General | 112214 | ManagementAndGeneral |
| Fundraising | 44405 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 126757 | Total |
| Program Services | 102918 | ProgramServices |
| Management And General | 6794 | ManagementAndGeneral |
| Fundraising | 17045 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 858847 | Total |
| Program Services | 582129 | ProgramServices |
| Management And General | 268729 | ManagementAndGeneral |
| Fundraising | 7989 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70961 | Total |
| Program Services | 43043 | ProgramServices |
| Management And General | 27396 | ManagementAndGeneral |
| Fundraising | 522 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1089913 | Total |
| Program Services | 1010480 | ProgramServices |
| Management And General | 52269 | ManagementAndGeneral |
| Fundraising | 27164 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 143786 | Total |
| Program Services | 71893 | ProgramServices |
| Management And General | 71893 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|
| Student Activities/Athl | 641139 | 641139 | |
| Instructional Expense | 241238 | 241238 | |
| FOOD SERVICE | 221483 | 221483 | |
| Fundraising Activities | 124079 | 124079 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 238521 | Total |
| Program Services | 72554 | ProgramServices |
| Management And General | 160395 | ManagementAndGeneral |
| Fundraising | 5572 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16613391 | Total |
| Program Services | 12865604 | ProgramServices |
| Management And General | 2507224 | ManagementAndGeneral |
| Fundraising | 1240563 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1344020 | BOY |
| EOY | 674980 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2010983 | BOY |
| EOY | 113652 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4544664 | BOY |
| EOY | 2009582 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65645 | BOY |
| EOY | 91098 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17955 | BOY |
| EOY | 16477 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98739 | BOY |
| EOY | 88263 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 43933526 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 14629518 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23353375 | BOY |
| EOY | 29304008 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13445966 | BOY |
| EOY | 15042415 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 665600 | BOY |
| EOY | 114566 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45546947 | BOY |
| EOY | 47455041 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1910756 | BOY |
| EOY | 2489085 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1823911 | BOY |
| EOY | 1841444 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 142378 | BOY |
| EOY | 159007 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 1000000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4209 | BOY |
| EOY | 4051 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3881254 | BOY |
| EOY | 5493587 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18872517 | BOY |
| EOY | 18123543 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10635075 | BOY |
| EOY | 11658248 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12158101 | BOY |
| EOY | 12179663 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41665693 | BOY |
| EOY | 41961454 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45546947 | BOY |
| EOY | 47455041 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 12555515 | BeginningOfYearBalance |
| Contributions | 21562 | Contributions |
| Investment Earnings Or Losses | 1597771 | InvestmentEarningsOrLosses |
| Other Expenditures | 773429 | OtherExpenditures |
| End Of Year Balance | 13401419 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16820474 | BeginningOfYearBalance |
| Contributions | 148399 | Contributions |
| Investment Earnings Or Losses | -3610398 | InvestmentEarningsOrLosses |
| Other Expenditures | 802960 | OtherExpenditures |
| End Of Year Balance | 12555515 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.83150 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.16850 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4546316 | OtherCostOrOtherBasis |
| Book Value | 4546316 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 25922812 | OtherCostOrOtherBasis |
| Depreciation | 10438141 | Depreciation |
| Book Value | 15484671 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4918635 | OtherCostOrOtherBasis |
| Depreciation | 4191377 | Depreciation |
| Book Value | 727258 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8545763 | OtherCostOrOtherBasis |
| Book Value | 8545763 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 29304008 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUITY PAYABLE | Description |
| Amount | $4,051 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4051 | TotalOfAmounts |
| Total Revenue | 15690416 | TotalRevenue |
| Total Expenses | 16613391 | TotalExpenses |
| Excess Or Deficit For Year | -922975 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1208876 | NetUnrealizedGLOnInvestments |
| Other | $9,860 | OtherAmount |
| Total Adjustments | 1218736 | TotalAdjustments |
| Excess Or Deficit Per FS | 295761 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 14630632 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1208876 | NetUnrealizedGainsInvestments |
| Other Revenues | -2268660 | OtherRevenues |
| Revenue Not Rptd F990 | -1059784 | RevenueNotRptdF990 |
| Revenue Subtotal | 15690416 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 15690416 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 14344731 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 14344731 | ExpensesSubtotal |
| Other Expenses Not Included | 2268660 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 2268660 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 16613391 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Part IV, Line 2b: | The school has several custodial funds for various purposes, including Parent Council, Summer Enrichment Program, 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. | Description of Intended Use of Endowment Funds: |
| Part XI, Line 8: Present Value Adjustment for Annuities Part XII, Line 2D and Part XIII, Line 4B: Financial Aid |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 0 | PolicyPublViaBroadcastMedia |
| Pub Via Broadcast Media Expln | THE SCHOOL PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY IN all school advertising, brochures, registration materials and other print media. | PubViaBroadcastMediaExpln |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 0 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 0 | ComplianceWithRevProc7550 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Financial Aid | TypeOfGrant |
| Number Of Recipients | 154 | NumberOfRecipients |
| Amount Of Cash Grant | 2268660 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, 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' nor award aid beyond a family's documented need for aid as interpreted by the Financial Aid Committee. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Rosemary Evans | |||||||||||||
| 198650 | 0 | 0 | 0 | 0 | 0 | 17500 | 0 | 3157 | 0 | 219307 | 0 | 0 | 0 |
| Gretchen Reed | |||||||||||||
| 155000 | 0 | 0 | 0 | 0 | 0 | 10850 | 0 | 3157 | 0 | 169007 | 0 | 0 | 0 |
| Fran N Scoble | |||||||||||||
| 152176 | 0 | 0 | 0 | 50229 | 0 | 13958 | 0 | 0 | 0 | 216363 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 1a | ReturnReference |
| Explanation | Rosemary Evans, Associate Head, Fran Scoble, Former Head, and Elizabeth McGregor lived in residences owned or leased by the School. While Rosemary's and Liz's housing is considered a requirement of the job, the value of the housing benefit to Fran was grossed-up and included in her earnings. The School pays for a membership at the Athenaeum for Elizabeth McGregor. Housekeeping services were reimbursed to Elizabeth McGregor for maintenance of the school owned property. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Shaw B Wagener | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Board Trustee | Relationship |
| Amount Of Transaction | 44299 | AmountOfTransaction |
| Description Of Transaction | Investment fees paid to capital group. Shaw B. Wagener is a principal with the firm that manages the School's investments. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | The Chair of the Asset Management Committee is charged with the responsibility to review the Form 990 on behalf of the Board. Upon review, the 990 will be signed by the treasurer of Board of Trustees. |
| Form 990, Part VI, Section B, line 12c | Annually board members fill out and sign Conflict of Interest statements where they disclose possible conflicts, if any. |
| Form 990, Part VI, Section B, line 15 | Each spring, the Executive Committee of the Board of Trustees reviews data comparing compensation for key employees 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 Executive Committee develops a salary proposal for those employees, which is then reviewed by the full Board in executive session at its last Board meeting of the year, typically in May. |
| Form 990, Part VI, Section C, line 19 | The School's governing documents, conflict of interest policy, and financial statements are available upon request. |
| Part XI, Line 2C | Organization has a committee that assumes responsibility for overseeing the audit. Westridge's Board of Trustees are responsible for overseeing the audit of the financial statements. The board also selects the independent auditors that are hired to audit the financial statements. |
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