WESTRIDGE SCHOOL FOR GIRLS INC (EIN 951644047) - 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

1913

Legal Domicile

Principal Officer

LINDA ROSS

Phone

6267991153

Tax Period

2023-07-01 to 2024-06-30

WESTRIDGE SCHOOL FOR GIRLS INC, founded in 1913, is a mid-sized nonprofit that reported $29.2M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Net assets of $71.6M represent 29 months of operating reserves.

Mission

WESTRIDGE IS AN INDEPENDENT, FORWARD-THINKING GIRLS' SCHOOL COMMITTED TO DEVELOPING INTELLECTUALLY ADVENTUROUS THINKERS, AND COURAGEOUS, COMPASSIONATE LEADERS.

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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 $3,603,887

Program Service Revenue $24,030,800

Investment Income $1,507,409

Other Revenue $16,440

TOTAL REVENUE $29,158,536

Expense Breakdown

Grants Paid $2,970,790

Salaries & Benefits $17,945,293

Fundraising Expenses $1,450,450

Program Expenses $22,311,766

Other Expenses $7,942,493

TOTAL EXPENSES $28,858,576

Year-over-Year Comparison

	2023	2022	Change
Revenue	$29,158,536	$25,899,254	+0.1%
Expenses	$28,858,576	$28,384,131	+0.0%
Net Income	$299,960	$-2,484,877	-1.1%

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

239

Volunteers

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

$790,995

Total Directors

Key Employees

$291,279

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VALERIE RUBIO LEMMON	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
MIKE BURKE	TREASURER	2.00	Officer Director	$0	$0	$0
AKILA GIBBS	SECRETARY	2.00	Officer Director	$0	$0	$0
JOSEPH J YBARRA	VICE CHAIR	2.00	Officer Director	$0	$0	$0
DONALD L MORGAN	VICE CHAIR	2.00	Officer Director	$0	$0	$0
RICHARD LORD	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JIM LYGOPOULOS	VICE CHAIR	2.00	Officer Director	$0	$0	$0
EMILY KO WANG	VICE CHAIR	2.00	Officer Director	$0	$0	$0
CATHY COLLOFF	TRUSTEE	2.00	Director	$0	$0	$0
MARC HARRIS	TRUSTEE	2.00	Director	$0	$0	$0
SUZANNE D ICAZA	TRUSTEE	2.00	Director	$0	$0	$0
WENDY WU IWATA	TRUSTEE	2.00	Director	$0	$0	$0
JOHN SCOTT MULCHAEY	TRUSTEE	2.00	Director	$0	$0	$0
SHAHBANO NAWAZ	TRUSTEE	2.00	Director	$0	$0	$0
ISMAEL OBREGON	TRUSTEE	2.00	Director	$0	$0	$0
KHALID RASHID	TRUSTEE	2.00	Director	$0	$0	$0
VICKI VON HOLZHAUSEN	TRUSTEE	2.00	Director	$0	$0	$0
TERI WILDE	TRUSTEE	2.00	Director	$0	$0	$0
SIGRID BURTON	TRUSTEE	2.00	Officer Director	$0	$0	$0
KIRSTEN L HANSEN	TRUSTEE	2.00	Officer Director	$0	$0	$0
TINA LI KLEINDORFER	TRUSTEE	2.00	Officer Director	$0	$0	$0
DANIEL PRINCE	TRUSTEE	2.00	Officer Director	$0	$0	$0
ANDREA KASSAR	HEAD OF SCHOOL	40.00	Officer	$366,380	$147,749	$514,129
LINDA ROSS	CHIEF FINANCE & OPERATIONS OFFICER	40.00	Officer	$218,717	$58,149	$276,866
DIANA O'LEARY	DIRECTOR OF ADVANCEMENT	40.00	Key Emp	$256,372	$34,907	$291,279
JALLO SARAH	DIRECTOR OF ADMISSIONS	40.00	Highest	$164,045	$43,462	$207,507
GARY BALDWIN	DIRECTOR OF UPPER SCHOOL	40.00	Highest	$163,691	$65,576	$229,267
ZANITA KELLY	DIRECTOR OF LOWER & MIDDLE SCHOOL	40.00	Highest	$162,719	$24,131	$186,850
IAN TATUM	DIRECTOR OF EQUITY	40.00	Highest	$162,425	$24,883	$187,308
JESSICA PEREZ DEL TORO	UPPER SCHOOL SPANISH	40.00	Highest	$156,736	$41,297	$198,033

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	$29,158,536	$28,858,576	$78,687,637	$299,960
2023	$25,899,254	$28,384,131	$74,773,353	$-2,484,877
2022	$30,295,362	$28,748,724	$76,969,468	$1,546,638
2021	$32,532,029	$23,359,385	$82,353,920	$9,172,644
2020	$24,570,087	$23,429,124	$68,846,800	$1,140,963
2019	$27,786,218	$22,698,569	$65,991,614	$5,087,649
2018	$22,139,799	$21,673,876	$66,036,555	$465,923

WESTRIDGE SCHOOL FOR GIRLS INC