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Nonprofiteer
← WESTRIDGE SCHOOL FOR GIRLS

Form 990 for tax year 2022

Filed by WESTRIDGE SCHOOL FOR GIRLS.

Totals

Total revenue
$25,899,254
Total expenses
$28,384,131
Contributions and grants received
$2,603,617
Grants paid
$3,185,102
Program service revenue
$22,043,188
Investment income
$1,213,264
Other revenue
$39,185
Total assets, end of year
$74,773,353
Total liabilities, end of year
$6,910,775
Net assets or fund balances, end of year
$67,862,578
Program services expenses (Part IX)
$22,382,433
Management and general expenses
$4,715,231
Fundraising expenses
$1,286,467
Program service expenses (Part III)
$22,382,433

Program services were 78.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • VALERIE RUBIO LEMMON

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2

  • MIKE BURKE

    TREASURER/VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • LAUREEN B CHANG

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • RICHARD FUNG

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • AKILA GIBBS

    SECRETARY/VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • KIRSTEN L HANSEN

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • RICHARD LORD

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • DONALD L MORGAN

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • DANIEL PRINCE

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • ELIZABETH RUSSEL

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • EMILY KO WANG

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • JOSEPH J YBARRA

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • SIGRID BURTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • MARC HARRIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • SUZANNE D ICAZA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • TINA LI KLEINDORFER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JIM LYGOPOULOS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JOHN SCOTT MULCHAEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ISMAEL OBREGON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • TERI WILDE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JESSICA YANG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ELIZABETH MCGREGOR

    HEAD OF SCHOOL (END 6/22)

    Total calculated
    $314,975
    From this org
    $256,600
    From related orgs
    $0
    Other
    $58,375
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $256,600
    Bonus
    $0
    Other
    $0
    Deferred
    $12,775
    Nontaxable benefits
    $45,600
    Filer's total
    $314,975

  • ANDREA KASSAR

    HEAD OF SCHOOL (BEGIN 07/22)

    Total calculated
    $246,531
    From this org
    $185,300
    From related orgs
    $0
    Other
    $61,231
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $185,300
    Bonus
    $0
    Other
    $0
    Deferred
    $8,517
    Nontaxable benefits
    $52,714
    Filer's total
    $246,531

  • KENDIS HEFFLEY

    CHIEF FINANCE & OPERATIONS (END 6/22)

    Total calculated
    $146,997
    From this org
    $136,096
    From related orgs
    $0
    Other
    $10,901
    Hours/week
    40

  • LINDA ROSS

    CHIEF FINANCE & OPERATIONS (BEGIN 7/22)

    Total calculated
    $125,539
    From this org
    $113,889
    From related orgs
    $0
    Other
    $11,650
    Hours/week
    40

  • DIANA O'LEARY

    DIRECTOR OF ADVANCEMENT

    Total calculated
    $281,088
    From this org
    $256,026
    From related orgs
    $0
    Other
    $25,062
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $256,026
    Bonus
    $0
    Other
    $0
    Deferred
    $17,862
    Nontaxable benefits
    $7,200
    Filer's total
    $281,088

  • GARY BALDWIN

    DIRECTOR OF UPPER SCHOOL

    Total calculated
    $209,040
    From this org
    $167,725
    From related orgs
    $0
    Other
    $41,315
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,725
    Bonus
    $0
    Other
    $0
    Deferred
    $12,687
    Nontaxable benefits
    $28,628
    Filer's total
    $209,040

  • SARAH JALLO

    DIRECTOR OF ADMISSIONS

    Total calculated
    $183,858
    From this org
    $165,314
    From related orgs
    $0
    Other
    $18,544
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,314
    Bonus
    $0
    Other
    $0
    Deferred
    $11,344
    Nontaxable benefits
    $7,200
    Filer's total
    $183,858

  • ZANITA KELLY

    DIRECTOR OF LOWER & MIDDLE

    Total calculated
    $182,459
    From this org
    $164,007
    From related orgs
    $0
    Other
    $18,452
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $164,007
    Bonus
    $0
    Other
    $0
    Deferred
    $11,252
    Nontaxable benefits
    $7,200
    Filer's total
    $182,459

  • IAN TATUM

    DIRECTOR OF EQUITY

    Total calculated
    $182,027
    From this org
    $163,546
    From related orgs
    $0
    Other
    $18,481
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,546
    Bonus
    $0
    Other
    $0
    Deferred
    $11,281
    Nontaxable benefits
    $7,200
    Filer's total
    $182,027

  • JESSICA PEREZ DEL TORO

    UPPER SCHOOL SPANISH

    Total calculated
    $144,145
    From this org
    $132,580
    From related orgs
    $0
    Other
    $11,565
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Housing allowance or residence for personal use
  • 1a · Personal services (maid, chauffeur, chef)
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • 310 ARLINGTON LLC

    PROPERTY HOLDING · CA · income $0 · assets $2,841,437

    Directly controlled by WESTRIDGE SCHOOL FOR GIRLS INC

Provenance

Return type
form_990
Tax year
2022
Filed
6 May 2024
IRS schema version
2022v5.0
Source object
202411299349302876

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