2011-05-11T11:34:21-05:00 2010-06-30 STANISLAWSKI & HARRISON CPAS 301 N LAKE AVE SUITE 900 PASADENA CA 91101 990 2009-07-01 951644047 WESTRIDGE SCHOOL FOR GIRLS INC WEST 6267991153 324 MADELINE DRIVE PASADENA CA 91105 Tari Frahm Rokus 6267991153 2011-05-10 1 Bared Dilacar 6267933600 2011-05-10 2009 2016-02-24 21:20:13Z Tari Frahm Rokus 324 MADELINE DRIVE PASADENA CA 91105 15690416 0 X http://www.westridge.org X 1913 CA 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. 24 23 222 243 0 0 5225537 1744684 12748710 13044725 512512 390780 495549 510227 18982308 15690416 1874753 2268660 0 10120077 10145812 0 1240563 4242417 4198919 16237247 16613391 2745061 -922975 45546947 47455041 3881254 5493587 41665693 41961454 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. 0 0 12865604 2268660 13044725 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. 12865604 1 1 0 0 0 0 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 65 0 1 222 1 0 0 0 0 0 0 0 0 0 24 23 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X X GRETCHEN REED 6267991153 324 MADELINE DR pasadena CA 91105 John Alejo 1.00 X 0 0 0 Rev Canon Thomas Clarke 1.00 X 0 0 0 Katie Rosedale Enney '98 1.00 X 0 0 0 Judith K Gain 1.00 X X 0 0 0 Brooke Larsen Garlock '7 1.00 X X 0 0 0 Peter Lucey 1.00 X 0 0 0 Jennifer T Lum 1.00 X X 0 0 0 Ava Marie Megna 1.00 X 0 0 0 David G Mgrublian 1.00 X 0 0 0 Sarah Young Miller 1.00 X 0 0 0 Christopher Orndorff 1.00 X 0 0 0 Richard H Patterson Jr 1.00 X X 0 0 0 Tari Frahm Rokus 1.00 X 0 0 0 John H Seiter 1.00 X 0 0 0 W Torrey Sun 1.00 X 0 0 0 David T Swarts 1.00 X 0 0 0 Alison Taylor '80 1.00 X 0 0 0 Alan R Tekerlek 1.00 X X 0 0 0 Shaw B Wagener 1.00 X 0 0 0 Jilleen R Westbrook 1.00 X 0 0 0 Jane Mursener Wetzel 1.00 X 0 0 0 Joni Moisant Weyl '72 1.00 X 0 0 0 Sabra Clark White '76 1.00 X 0 0 0 Elizabeth McGregor 40.00 X X 128137 0 11207 Rosemary Evans 40.00 X 198650 0 20657 Gretchen Reed 40.00 X 155000 0 14007 Stephanie Weber 40.00 X 115196 0 11221 Mary Tuck 40.00 X 106191 0 7433 Helen Hopper 40.00 X 104400 0 10440 Melanie Horn 40.00 X 101120 0 10235 Fran N Scoble 0.00 X 202405 0 13958 1111099 0 99158 8 1 1 0 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 10 1744684 4395 1744684 TUITION AND FEES 611600 12962790 12962790 SUMMER SCHOOL 611710 44435 44435 Spanish Immersion Trip 611710 37500 37500 13044725 390780 390780 food service 900099 426663 426663 Other Income 900099 65289 65289 drama ticket sales 900099 18275 18275 510227 15690416 13044725 0 901007 2268660 2268660 267451 187216 80235 8165743 6158560 1275876 731307 513074 388234 79246 45594 595581 431536 116876 47169 603963 442335 103863 57765 8147 8147 24500 24500 124633 113268 11365 69243 17081 445 51717 215672 59053 112214 44405 126757 102918 6794 17045 858847 582129 268729 7989 70961 43043 27396 522 1089913 1010480 52269 27164 143786 71893 71893 Student Activities/Athl 641139 641139 Instructional Expense 241238 241238 FOOD SERVICE 221483 221483 Fundraising Activities 124079 124079 238521 72554 160395 5572 16613391 12865604 2507224 1240563 1344020 674980 2010983 113652 4544664 2009582 65645 91098 17955 16477 98739 88263 43933526 14629518 23353375 29304008 13445966 15042415 665600 114566 45546947 47455041 1910756 2489085 1823911 1841444 142378 159007 1000000 4209 4051 3881254 5493587 X 18872517 18123543 10635075 11658248 12158101 12179663 41665693 41961454 45546947 47455041 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 12555515 21562 1597771 773429 13401419 16820474 148399 -3610398 802960 12555515 0.83150 0.16850 0 0 4546316 4546316 25922812 10438141 15484671 4918635 4191377 727258 8545763 8545763 29304008 ANNUITY PAYABLE 4051 4051 15690416 16613391 -922975 1208876 9860 1218736 295761 14630632 1208876 -2268660 -1059784 15690416 0 15690416 14344731 0 14344731 2268660 2268660 16613391 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: Description of Intended Use of Endowment Funds: The school has several endowment funds for various purposes, including funding of scholarships, faculty development and enrichment, science curriculum, technology, and general operations. Part XI, Line 8: Present Value Adjustment for Annuities Part XII, Line 2D and Part XIII, Line 4B: Financial Aid 1 1 0 THE SCHOOL PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY IN all school advertising, brochures, registration materials and other print media. 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 Financial Aid 154 2268660 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: 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. X X X X 1 1 X X 0 0 0 0 0 0 0 0 0 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 Part I, Line 1a 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. Shaw B Wagener Board Trustee 44299 Investment fees paid to capital group. Shaw B. Wagener is a principal with the firm that manages the School's investments. 0 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.