Civic Intelligence

Westover School Inc.

990T • Fiscal year 2024 • EIN 06-0646961

Jul 01, 2023 to Jun 30, 2024 • Filed on May 12, 2025

Organization ProfileWWW.WESTOVERSCHOOL.ORG

View Organization Page

1237 Whittemore RoadMiddlebury, CT 06762

(203) 758-2423

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2024

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2024

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2010: $72,081,053Liabilities 2010: $15,095,005Net Assets 2010: $56,986,0482010Assets 2011: $79,226,444Liabilities 2011: $14,320,074Net Assets 2011: $64,906,3702011Assets 2012: $79,584,921Liabilities 2012: $12,953,035Net Assets 2012: $66,631,8862012Assets 2013: $84,373,102Liabilities 2013: $12,595,654Net Assets 2013: $71,777,4482013Assets 2014: $92,060,982Liabilities 2014: $11,579,719Net Assets 2014: $80,481,2632014Assets 2015: $90,889,926Liabilities 2015: $11,544,463Net Assets 2015: $79,345,4632015Assets 2016: $85,521,295Liabilities 2016: $13,014,581Net Assets 2016: $72,506,7142016Assets 2017: $106,831,434Liabilities 2017: $28,598,283Net Assets 2017: $78,233,1512017Assets 2018: $106,985,914Liabilities 2018: $25,681,569Net Assets 2018: $81,304,3452018Assets 2019: $105,054,800Liabilities 2019: $23,923,064Net Assets 2019: $81,131,7362019Assets 2020: $102,874,209Liabilities 2020: $23,305,005Net Assets 2020: $79,569,2042020Assets 2021: $114,183,779Liabilities 2021: $23,440,643Net Assets 2021: $90,743,1362021Assets 2022: $106,285,519Liabilities 2022: $23,324,020Net Assets 2022: $82,961,4992022Assets 2023: $104,957,732Liabilities 2023: $21,509,055Net Assets 2023: $83,448,6772023Assets 2024: $106,381,795Liabilities 2024: $25,074,507Net Assets 2024: $81,307,2882024

Latest loaded filing

2024

Assets$106,381,795
Liabilities$25,074,507
Net Assets$81,307,288
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $13,225,3582010Expenses 2011: $13,152,0852011Expenses 2012: $14,041,4312012Revenue 2013: $16,230,461Expenses 2013: $13,417,036Net Income 2013: $2,813,4252013Revenue 2014: $19,390,416Expenses 2014: $14,560,249Net Income 2014: $4,830,1672014Revenue 2015: $21,337,389Expenses 2015: $15,388,876Net Income 2015: $5,948,5132015Revenue 2016: $15,235,669Expenses 2016: $16,341,215Net Income 2016: -$1,105,5462016Revenue 2017: $14,053,024Expenses 2017: $16,481,671Net Income 2017: -$2,428,6472017Revenue 2018: $17,665,910Expenses 2018: $16,099,194Net Income 2018: $1,566,7162018Revenue 2019: $15,957,811Expenses 2019: $17,420,619Net Income 2019: -$1,462,8082019Revenue 2020: $15,454,122Expenses 2020: $16,801,721Net Income 2020: -$1,347,5992020Revenue 2021: $14,889,393Expenses 2021: $16,972,667Net Income 2021: -$2,083,2742021Revenue 2022: $18,716,237Expenses 2022: $20,448,596Net Income 2022: -$1,732,3592022Revenue 2023: $20,597,964Expenses 2023: $19,782,873Net Income 2023: $815,0912023Revenue 2024: $17,900,989Expenses 2024: $21,340,198Net Income 2024: -$3,439,2092024

Latest loaded filing

2024

Revenue$17,900,989
Expenses$21,340,198
Net Income-$3,439,209
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v8.0
Mission and Program Overview

Mission

The mission of westover school is to provide an environment that inspires the intellectual, artist, athlete, and philosopher in each student. Westover challenges young women to think independently, to embrace diversity, and to grow intellectually and spiritually.

Filing and Contact Details

Filer

Filer Name
Westover School Inc
EIN
06-0646961
Phone
2037582423
Address
1237 WHITTEMORE ROAD, MIDDLEBURY, CT 06762

Signing Officer

Name
Phil Salmon
Title
Cfoo
Phone
2037582423
Signed
2025-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen
Address
29 SOUTH MAIN STREET 4TH FLOOR, WEST HARTFORD, CT 06107
Preparer
John Toscano
Phone
8605614000
Raw XML Appendix101 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt0574
IRS1120ScheduleD/Form4797GainOrLossAmt0202
IRS1120ScheduleD/NetCapitalGainAmt0574
IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0585
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0-11
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0383
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-11
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0383
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0VARIOUS INVESTMENT PARTNERSHIPS
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0383
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-11
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0VARIOUS INVESTMENT PARTNERSHIPS
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-11
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BalanceDueAmt091591
IRS990T/BooksInCareOfDetail/PersonNm0THE ORGANIZATION
IRS990T/BooksInCareOfDetail/PhoneNum02035774505
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01237 WHITTEMORE RD
IRS990T/BooksInCareOfDetail/USAddress/CityNm0MIDDLEBURY
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd006762
IRS990T/BookValueAssetsEOYAmt0106381795
IRS990T/CharitableContributionsDedAmt030002
IRS990T/ESPenaltyAmt05332
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt0574
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt0151360
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt033304
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt0184664
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0625847
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0626421
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0626421
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt0441757
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0441757
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt086259
IRS990T/TaxLessCreditsAmt086259
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt086259
IRS990T/TotalTaxComputationAmt086259
IRS990T/TotalUBTIAmt0410755
IRS990T/TotalUBTIBeforeNOLSpecificAmt0411755
IRS990T/TotalUBTIBeforeSection199AAmt0411755
IRS990T/TotalUBTIComputedAmt0441757
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PHIL SALMON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFOO
ReturnHeader/BusinessOfficerGrp/PhoneNum02037582423
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTOVER SCHOOL INC
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0060646961
ReturnHeader/Filer/PhoneNum02037582423
ReturnHeader/Filer/USAddress/AddressLine1Txt01237 WHITTEMORE ROAD
ReturnHeader/Filer/USAddress/CityNm0MIDDLEBURY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006762
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt029 SOUTH MAIN STREET 4TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST HARTFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006107
ReturnHeader/PreparerPersonGrp/PhoneNum08605614000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN TOSCANO
ReturnHeader/ReturnTs02025-05-13T09:29:49-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$106$25.1$81.3$17.9$21.3$3.44
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Detailed filing. Detailed filing data is available for this year.$105$21.5$83.4$20.6$19.8$0.82
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$106$23.3$83.0$18.7$20.4$1.73
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$114$23.4$90.7$14.9$17.0$2.08
2020Detailed filing. Detailed filing data is available for this year.$103$23.3$79.6$15.5$16.8$1.35
2019Detailed filing. Detailed filing data is available for this year.$105$23.9$81.1$16.0$17.4$1.46
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$107$25.7$81.3$17.7$16.1$1.57
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$107$28.6$78.2$14.1$16.5$2.43
2016Detailed filing. Detailed filing data is available for this year.$85.5$13.0$72.5$15.2$16.3$1.11
2015Detailed filing. Detailed filing data is available for this year.$90.9$11.5$79.3$21.3$15.4$5.95
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$92.1$11.6$80.5$19.4$14.6$4.83
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$84.4$12.6$71.8$16.2$13.4$2.81
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$79.6$13.0$66.6$14.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$79.2$14.3$64.9$13.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$72.1$15.1$57.0$13.2