SCHOOL PROFILE · FREE PREVIEW
SCHOOL PROFILE · FREE PREVIEW
Westerly School
Long Beach, CA · Independent schoolNAIS MEMBER
THE READ · FREE SUMMARY
Westerly School looks stable. The school holds 1.6 years of operating cushion, a healthy buffer. Revenue is highly concentrated at 92% tuition-dependent (peer median 87%): a soft admissions year would flow straight to the bottom line. Staff compensation runs 65% of expenses, about par for the peer cohort. Expenses are outpacing revenue 7.8% vs 4.8% per year over three years, signaling margin compression worth flagging. NACUBO Composite Financial Index: 3.3 / 10, adequate — monitor.
Westerly School operates at 92% tuition dependency — among the most tuition-reliant 13% of peers in its cohort. A soft admissions year would flow straight to operations.
Westerly School reported $4.4M in revenue against $4.4M in expenses in fiscal year 2023, the most recent filing on record. Net assets stood at $7.2M — about 1.64x annual operating expense.
Operating margin landed at -0.7%, with 92.2% of revenue coming from tuition. Among same-size peers, that puts Westerly School at the p30 on operating margin.
$4.4M
REVENUE FY2023
-0.7%
OP MARGIN
20
PEERS RESOLVED
IRS FORM 990 · DATA THROUGH FY2023
THE FULL REPORT
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Ten panels on Westerly School: financial health, peer comparison, community demographics, paying & giving capacity, competitive position, enrollment demand, leadership compensation, governance — and the questions to ask. One subscription opens every school.
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WHERE THIS SCHOOL SITS · REVENUE SCALE VS PEERS
Among 20 similar peer schools, Westerly School ranks 18th by latest 990 revenue.
Revenue scale
WHAT’S IN THE REPORT
- Financials — IRS Form 990, up to nine years on file.
- Enrollment & demand — IRS 990 tuition revenue + U.S. Census county births.
- Competition — NCES private (PSS) + public (CCD) school inventory.
- Demographics — U.S. Census Bureau, ACS 5-year estimates.
- Local economy — U.S. Bureau of Labor Statistics, QCEW and CES.
- Peer set — 1,620 independent schools with verified financials.
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