Nonprofit · EIN 02-0725734
WESTWOOD SCHOOL CORP
Tax-exempt · ADDISON, TX 75001
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $5,742,430 | $5,624,835 | $117,595 | $7,324,988 | $3,925,872 | $3,399,116 |
| May 31, 2024 | 990 | $7,269,178 | $5,266,139 | $2,003,039 | $7,240,427 | $3,939,691 | $3,300,736 |
| May 31, 2023 | 990 | $6,304,377 | $5,441,085 | $863,292 | $5,701,268 | $4,366,736 | $1,334,532 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $67,454
- Program service revenue
- $5,481,708
- Investment income
- $213,976
- Net income from fundraising events
- -$20,708
- Other revenue
- -$20,708
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $143,102
- Other salaries and wages
- $2,329,599
- Salaries, compensation and benefits (total)
- $3,457,253
- Professional fundraising fees
- $0
- Occupancy
- $978,307
- Depreciation
- $77,628
- Program services (functional)
- $4,344,409
- Management and general (functional)
- $1,204,694
- Fundraising (functional)
- $75,732
Balance sheet and other
- Total assets, start of year
- $7,240,427
- Total assets, end of year
- $7,324,988
- Total liabilities, end of year
- $3,925,872
- Net assets, end of year
- $3,399,116
- Land, buildings and equipment
- $1,655,512
- Net assets without donor restrictions
- $3,399,116
- Gross receipts
- $5,763,459
- Employees
- 75
- Volunteers
- 20
- Year formed
- 2004
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HEATHER LOURCEY | head of school Officer | 40 | $120,600 | $8,752 |
| PAM BUTLER | FOUND./DIRECTOR Trustee or director | 40 | $51,179 | $0 |
| TRISHA MISTRY | Director Trustee or director | 4 | $0 | $0 |
| SUSAN DUESLER | Director Trustee or director | 4 | $0 | $0 |
| SAMI SMITH | Director Trustee or director | 4 | $0 | $0 |
| LESA ADAIR | President Trustee or director, Officer | 4 | $0 | $0 |
| MARY ANN LUCAS | Director Trustee or director | 4 | $0 | $0 |
| AMBER BONLIE | Director Trustee or director | 4 | $0 | $0 |
990 for the year ended May 31, 2024: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HEATHER LOURCEY | head of school Officer | 40 | $115,305 | $5,349 |
| PAM BUTLER | FOUND./DIRECTOR Trustee or director | 40 | $90,105 | $105 |
| ALEX ADIGUIZEL | Director Trustee or director | 4 | $0 | $0 |
| SUSAN DUESLER | Director Trustee or director | 4 | $0 | $0 |
| TONYA COOPER | Director Trustee or director | 4 | $0 | $0 |
| SAMI SMITH | Director Trustee or director | 4 | $0 | $0 |
| LESA ADAIR | President Trustee or director, Officer | 4 | $0 | $0 |
| DARLENE BURNETT | Director Trustee or director | 4 | $0 | $0 |
| DALE LAMPERTZ | Director Trustee or director | 4 | $0 | $0 |
| MARY ANN LUCAS | Director Trustee or director | 4 | $0 | $0 |
| NORMA MORRIS | Director Trustee or director | 4 | $0 | $0 |
| JOHN PIERMARINI | Director Trustee or director | 4 | $0 | $0 |
| AMBER BONLIE | Director Trustee or director | 4 | $0 | $0 |
990 for the year ended May 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HEATHER LOURCEY | head of school Officer | 40 | $108,195 |
| PAM BUTLER | FOUND./DIRECTOR Trustee or director | 40 | $101,036 |
| ALEX ADIGUIZEL | Director Trustee or director | 4 | $0 |
| SUSAN DUESLER | Director Trustee or director | 4 | $0 |
| TONYA COOPER | Director Trustee or director | 4 | $0 |
| SAMI SMITH | Director Trustee or director | 4 | $0 |
| LESA ADAIR | President Trustee or director, Officer | 4 | $0 |
| DARLENE BURNETT | Director Trustee or director | 4 | $0 |
| DALE LAMPERTZ | Director Trustee or director | 4 | $0 |
| MARY ANN LUCAS | Director Trustee or director | 4 | $0 |
| NORMA MORRIS | Director Trustee or director | 4 | $0 |
| JOHN PIERMARINI | Director Trustee or director | 4 | $0 |
| AMBER BONLIE | Director Trustee or director | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 14295 MIDWAY RD, ADDISON, TX 75001-3636
- In care of
- % JANET CARDONA
- Principal officer (990 for 2024)
- HEATHER LOURCEY, 14340 PROTON RD, DALLAS, TX 75244
- Signed the 990
- HEATHER LOURCEY, head of school
- Phone
- (972) 239-8598
- Website
- http://westwoodschool.org/
- Return prepared by
- Sutton Frost Cary LLP
Mission
TO PROVIDE AN EXCEPTIONAL EDUCATION TO ITS STUDENTS.
Program accomplishments
- WESTWOOD DEVELOPS CHARACTER, FOSTERS COMMUNITY, AND PROMOTES ACADEMIC EXCELLENCE IN A WELCOMING SUPPORTIVE ENVIRONMENT. OUR VISION, AS TEACHERS AND PARENTS, IS TO ENCOURAGE STUDENTS IN RESPONSIBLE CITIZENSHIP SO EACH CAN MAKE A POSITIVE, PERSONAL CONTRIBUTION AND ACTIVELY PARTICIPATE IN THE NATIONAL AND GLOBAL COMMUNITY.THE ORGANIZATION PROVIDES A SAFE LEARNING ENVIRONMENT WITH A STRONG ACADEMIC EMPHASIS FOR STUDENTS FROM PRESCHOOL THROUGH THE 12TH GRADE. THE CURRICULUM OF THE SCHOOL CONSISTS OF AGE-APPROPRIATE CORE INSTRUCTION IN MATHEMATICS, LANGUAGE ARTS, LITERATURE, SCIENCES, AND HUMANITIES. THE SCHOOL ALSO HAS SPECIALIZED INSTRUCTION IN SPANISH, MANDARIN, CHEMISTRY, PHYSICS, BIOLOGY, PHILOSOPHY, CIVICS/GOVERNMENT, DESIGN, TECHNOLOGY, COMPUTER SCIENCE, MUSIC, VISUAL ART, THEATER AND PHYSICAL EDUCATION/HEALTH.STUDENTS ALSO PARTICIPATE IN PRACTICAL LIFE SKILLS INCLUDING GARDENING, SEWING, COOKING, LEADERSHIP, TEAM BUILDING, SPEAKING, ENGINEERING, ANIMAL CARE ECONOMICS/ENTREPRENEURSHIP, EVENT PLANNING AND COMMUNITY SERIVCE.Expenses $4,344,409 · revenue $5,481,708
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 02-0725734
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2006
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20)
- Assets (IRS master file)
- $7,324,988
- Income (IRS master file)
- $5,763,459
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $5,742,430 | $5,624,835 | $7,324,988 | XML |
| 990 | May 2024 | $7,269,178 | $5,266,139 | $7,240,427 | XML |
| 990 | May 2023 | $6,304,377 | $5,441,085 | $5,701,268 | XML |
| 990 | May 2022 | $5,377,658 | $4,800,551 | $4,919,749 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 02-0725734).
Questions about WESTWOOD SCHOOL CORP
- What is the EIN of WESTWOOD SCHOOL CORP?
- The employer identification number (EIN) of WESTWOOD SCHOOL CORP is 02-0725734.
- Is WESTWOOD SCHOOL CORP tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to WESTWOOD SCHOOL CORP tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WESTWOOD SCHOOL CORP file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WESTWOOD SCHOOL CORP due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WESTWOOD SCHOOL CORP last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of WESTWOOD SCHOOL CORP?
- The 990 for the year ended May 31, 2025 names HEATHER LOURCEY.
- Who are the officers and directors of WESTWOOD SCHOOL CORP?
- The 990 for the year ended May 31, 2025 lists 8 people; 2 received compensation from the organization, the highest $120,600 (HEATHER LOURCEY, head of school).
- How much revenue does WESTWOOD SCHOOL CORP have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $5,742,430, expenses of $5,624,835 and total assets of $7,324,988 at year end.
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