Nonprofit · EIN 33-0467625
WESTERLY SCHOOL OF LONG BEACH
Tax-exempt · LONG BEACH, CA 90806
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,423,096 | $4,753,263 | -$330,167 | $13,306,846 | $6,450,800 | $6,856,046 |
| June 30, 2024 | 990 | $4,358,389 | $4,390,612 | -$32,223 | $14,150,908 | $6,964,695 | $7,186,213 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $201,012
- Program service revenue
- $3,927,531
- Investment income
- $249,079
- Net income from fundraising events
- $45,253
- Other revenue
- $45,474
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $204,809
- Other salaries and wages
- $2,470,283
- Salaries, compensation and benefits (total)
- $3,170,509
- Professional fundraising fees
- $0
- Accounting fees
- $20,370
- Depreciation
- $361,518
- Program services (functional)
- $3,847,693
- Management and general (functional)
- $727,832
- Fundraising (functional)
- $177,738
Balance sheet and other
- Total assets, start of year
- $14,150,908
- Total assets, end of year
- $13,306,846
- Total liabilities, end of year
- $6,450,800
- Net assets, end of year
- $6,856,046
- Land, buildings and equipment
- $9,259,163
- Net assets without donor restrictions
- $6,657,773
- Net assets with donor restrictions
- $198,273
- Gross receipts
- $4,483,920
- Employees
- 62
- Volunteers
- 100
- Year formed
- 1991
- State of legal domicile
- CA
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REBECCA GEARY | HEAD OF SCHOOL | 40 | $204,809 |
| ALEX JACKSON | Chairman Trustee or director, Officer | 5 | $0 |
| KAREN ROSOLOWSKI | Treasurer Trustee or director, Officer | 8 | $0 |
| NOLA-RAE CRONAN | Trustee Trustee or director | 1 | $0 |
| DR SHANELLE WATSON | Trustee Trustee or director | 1 | $0 |
| TONYA PORTER | Trustee Trustee or director | 1 | $0 |
| ROOSEVELT WASHINGTON | Trustee Trustee or director | 0 | $0 |
| BRYONNA FISCO | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| ROSELINE AGBOKE | Trustee Trustee or director | 1 | $0 |
| JOSEPH PORTER IV | Trustee Trustee or director | 1 | $0 |
| MICHAEL HAGEN | Trustee Trustee or director | 1 | $0 |
| JACKLE CAPLAN WIGGINS | Secretary Trustee or director, Officer | 1 | $0 |
| ALICIA MCKIE | Trustee Trustee or director | 1 | $0 |
| CHRISTINE SCOTT | Trustee Trustee or director | 1 | $0 |
| CHRISTINA YEE-WON | Trustee Trustee or director | 1 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID WRIGHT | Trustee Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 23 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REBECCA GEARY | HEAD OF SCHOOL Officer | 40 | $229,000 |
| TONI DINAPOLI | ASSISTANT HOS | 40 | $130,000 |
| DAVID PERRAM | DIR OF FIN | 40 | $130,000 |
| LAUREN PLANT | HEAD OF SCHOOL Officer | 40 | $118,138 |
| SHALU GUPTA | Trustee Trustee or director, Officer | 1 | $0 |
| ROOSEVELT WASHINGTON | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| ALEX JACKSON | Chairman Trustee or director, Officer | 1 | $0 |
| KAREN ROSOLOWSKI | Treasurer Trustee or director, Officer | 1 | $0 |
| BECKI AMES | Trustee Trustee or director | 1 | $0 |
| DR SHANELLE WATSON | Trustee Trustee or director | 1 | $0 |
| DR CINDY CHUN | Trustee Trustee or director | 1 | $0 |
| DR JAGMOHAN BATRA | Trustee Trustee or director | 1 | $0 |
| ROSE OXFORD | Trustee Trustee or director | 1 | $0 |
| BRYONNA FISCO | Secretary Trustee or director | 1 | $0 |
| ROSELINE AGBOKE | Trustee Trustee or director | 0 | $0 |
| JOSEPH PORTER IV | Trustee Trustee or director | 1 | $0 |
| MICHAEL HAGEN | Trustee Trustee or director | 1 | $0 |
| JACKLE CAPLAN WIGGINS | Trustee Trustee or director | 0 | $0 |
| ALICIA MCKLE | Trustee Trustee or director | 0 | $0 |
| CHRISTINE SCOTT | Trustee Trustee or director | 0 | $0 |
| CHRISTINA YEE-WON | Trustee Trustee or director | 0 | $0 |
| DAVID WRIGHT | Trustee Trustee or director | 1 | $0 |
| ANGANA PATHAK | Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2950 E 29TH ST, LONG BEACH, CA 90806-2315
- In care of
- % LINDSEY FENIMORE FIELDS
- Principal officer (990 for 2024)
- ALEX JACKSON, 2950 EAST 29TH STREET, LONG BEACH, CA 90806
- Signed the 990
- ALEX JACKSON, Chairman
- Phone
- (562) 981-3151
- Website
- WWW.WESTERLYSCHOOL.ORG
- Return prepared by
- EXCEL TAX GROUP
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0467625 or by the name WESTERLY SCHOOL OF LONG BEACH.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
WESTERLY SCHOOL EMPOWERS STUDENTS TO BECOME LIFELONG LEARNERS WHO LEAD WITH CURIOSITY, CREATE WITH COURAGE, AND INSPIRE WITH HEART.
Program accomplishments
- FULLY FUNCTIONING SCHOOL GRADES K THROUGH 8TH GRADE, AND DAYCARE. THE SCHOOL 182 KIDS DURING THE YEAR.Expenses $3,847,693 · revenue $3,927,531
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 33-0467625
- 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
- 1992
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B240)
- Assets (IRS master file)
- $13,306,846
- Income (IRS master file)
- $4,483,920
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,423,096 | $4,753,263 | $13,306,846 | IRS |
| 990 | June 2024 | $4,358,389 | $4,390,612 | $14,150,908 | IRS |
| 990 | June 2023 | $5,418,660 | $4,144,451 | $14,617,481 | IRS |
| 990 | June 2022 | $4,140,255 | $3,720,953 | $13,584,536 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 33-0467625).
Questions about WESTERLY SCHOOL OF LONG BEACH
- What is the EIN of WESTERLY SCHOOL OF LONG BEACH?
- The employer identification number (EIN) of WESTERLY SCHOOL OF LONG BEACH is 33-0467625.
- Is WESTERLY SCHOOL OF LONG BEACH tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to WESTERLY SCHOOL OF LONG BEACH tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WESTERLY SCHOOL OF LONG BEACH 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 WESTERLY SCHOOL OF LONG BEACH due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WESTERLY SCHOOL OF LONG BEACH last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WESTERLY SCHOOL OF LONG BEACH?
- The 990 for the year ended June 30, 2025 names ALEX JACKSON.
- Who are the officers and directors of WESTERLY SCHOOL OF LONG BEACH?
- The 990 for the year ended June 30, 2025 lists 16 people; 1 received compensation from the organization, the highest $204,809 (REBECCA GEARY, HEAD OF SCHOOL).
- How much revenue does WESTERLY SCHOOL OF LONG BEACH have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,423,096, expenses of $4,753,263 and total assets of $13,306,846 at year end.
Other nonprofits in LONG BEACH
- CALIFORNIA STATE UNIVERSITY LONG BEACH RESEARCH FOUNDATION EIN 95-6106694 · last filed 990 for 2025
- LONG BEACH STATE FOUNDATION EIN 45-2163910 · last filed 990 for 2025
- FORTY-NINER SHOPS INC EIN 95-1782943 · last filed 990 for 2025
- ASSOCIATED STUDENTS CALIF STATE UNIVERSITY LONG BEACH EIN 95-1810426 · last filed 990 for 2025
- LIFELINE EDUCATION CHARTER SCHOOL I INC EIN 41-2064806 · last filed 990 for 2025
- LONG BEACH CITY COLLEGE FOUNDATION EIN 95-3297459 · last filed 990 for 2025
- INTELLECTUAL VIRTUES ACADEMY OF LONG BEACH EIN 46-1117774 · last filed 990 for 2025
- LONG BEACH DAY NURSERY EIN 95-1643333 · last filed 990 for 2025