WESTERLY SCHOOL OF LONG BEACH (EIN 330467625) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1991

Legal Domicile

Principal Officer

ALEX JACKSON

Phone

5629813151

Tax Period

2023-07-01 to 2024-06-30

WESTERLY SCHOOL OF LONG BEACH, founded in 1991, is a community nonprofit in the Education sector that reported $4.4M in total revenue in fiscal year 2023. Revenue decreased 20% compared to the prior year.

Mission

WESTERLY SCHOOL DEVELOPS THE WHOLE CHILD THROUGH A CHALLENGING AND STIMULATING PROGRAM IN AN INCLUSIVE AND DIVERSE COMMUNITY. WE IGNITE WITHIN EACH CHILD A LIFELONG LOVE OF LEARNING BY ENCOURAGING THEM TO DISCOVER THEIR FULL AND UNIQUE POTENTIAL EVERY SINGLE DAY. OUR STUDENTS DEVELOP A TRUE SENSE OF SELF THROUGH MEANINGFUL OPPORTUNITIES FOR SELF-EXPRESSION, SERVICE, AND CHARACTER DEVELOPMENT. WESTERLY GRADUATES ARE LEADERS, HELPERS, AND CREATORS TODAY AND IN THE FUTURE

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $283,990

Program Service Revenue $4,018,744

Investment Income $55,655

Other Revenue $0

TOTAL REVENUE $4,358,389

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,861,040

Fundraising Expenses $157,532

Program Expenses $3,551,949

Other Expenses $1,529,572

TOTAL EXPENSES $4,390,612

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,358,389	$5,418,660	-0.2%
Expenses	$4,390,612	$4,144,451	+0.1%
Net Income	$-32,223	$1,274,209	-1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

100

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$347,138

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REBECCA GEARY	HEAD OF SCHOOL	40.00	Officer	$229,000	$0	$229,000
TONI DINAPOLI	ASSISTANT HOS	40.00		$130,000	$0	$130,000
DAVID PERRAM	DIR OF FIN	40.00		$130,000	$0	$130,000
LAUREN PLANT	HEAD OF SCHOOL	40.00	Officer	$118,138	$0	$118,138
SHALU GUPTA	Trustee	1.00	Officer Director	$0	$0	$0
ROOSEVELT WASHINGTON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ALEX JACKSON	Chairman	1.00	Officer Director	$0	$0	$0
KAREN ROSOLOWSKI	Treasurer	1.00	Officer Director	$0	$0	$0
BECKI AMES	Trustee	1.00	Director	$0	$0	$0
DR SHANELLE WATSON	Trustee	1.00	Director	$0	$0	$0
DR CINDY CHUN	Trustee	1.00	Director	$0	$0	$0
DR JAGMOHAN BATRA	Trustee	1.00	Director	$0	$0	$0
ROSE OXFORD	Trustee	1.00	Director	$0	$0	$0
BRYONNA FISCO	Secretary	1.00	Director	$0	$0	$0
ROSELINE AGBOKE	Trustee	0.00	Director	$0	$0	$0
JOSEPH PORTER IV	Trustee	1.00	Director	$0	$0	$0
MICHAEL HAGEN	Trustee	1.00	Director	$0	$0	$0
JACKLE CAPLAN WIGGINS	Trustee	0.00	Director	$0	$0	$0
ALICIA MCKLE	Trustee	0.00	Director	$0	$0	$0
CHRISTINE SCOTT	Trustee	0.00	Director	$0	$0	$0
CHRISTINA YEE-WON	Trustee	0.00	Director	$0	$0	$0
DAVID WRIGHT	Trustee	1.00	Director	$0	$0	$0
ANGANA PATHAK	Trustee	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$4,358,389	$4,390,612	$14,150,908	$-32,223
2023	$5,418,660	$4,144,451	$14,617,481	$1,274,209
2022	$4,140,255	$3,720,953	$13,584,536	$419,302
2021	$3,781,854	$3,508,848	$12,934,035	$273,006
2020	$3,664,595	$3,314,240	$12,610,334	$350,355
2019	$3,557,596	$3,482,813	$12,790,137	$74,783
2018	$3,626,730	$3,693,053	$12,818,130	$-66,323

WESTERLY SCHOOL OF LONG BEACH