2024-05-14T12:15:56-05:00 2023-06-30 941254756 HOOD & STRONG LLP 60 SO MARKET ST STE 200 SAN JOSE CA 95113 990 2022-07-01 942753220 WOODLAND SCHOOL WOOD 6508549065 360 LA CUESTA DRIVE PORTOLA VALLEY CA 94028 JENNIFER WARREN HEAD OF SCHOOL 6508549065 2024-05-13 1 JENNIFER WARREN 999009999 0 MAGA E KISRIEV P01008919 4089988400 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z JENNIFER WARREN 360 LA CUESTA DRIVE PORTOLA VALLEY CA 94028 14191394 0 X WWW.WOODLAND-SCHOOL.ORG X 1981 CA EDUCATIONAL INSTITUTE FOR PRESCHOOL THROUGH 8TH GRADE. 18 18 82 235 0 0 1763560 1959821 10126759 11992041 383 177673 0 5048 11890702 14134583 0 946114 0 0 6471093 7002167 0 0 83383 3765331 4015757 10236424 11964038 1654278 2170545 19460921 32783363 15368925 26517953 4091996 6265410 X WOODLAND SCHOOL IS COMMITTED TO BRINGING OUT THE BEST IN EACH CHILD THROUGH A NURTURING OF BOTH INTELLECT AND CHARACTER. RIGOROUS ACADEMICS, INDIVIDUALIZED ATTENTION AND THE CORE VALUES OF CARING, RESPECT AND COMMUNITY COMBINE TO DEVELOP A LIFELONG LOVE OF LEARNING, INNOVATION AND LEADERSHIP. 0 0 8677761 946114 11997089 WOODLAND IS AN INDEPENDENT DAY SCHOOL THAT OFFERS A JOYFUL APPROACH TO LEARNING IN A DIVERSE, RESPECTFUL, AND INCLUSIVE ENVIRONMENT FOR APPROXIMATELY 300 STUDENTS IN EARLY CHILDHOOD THROUGH EIGHTH-GRADE. WOODLAND SCHOOL SPECIALIZES IN EDUCATION THAT INSPIRES STUDENTS BY NURTURING EACH INDIVIDUAL'S VOICE, INTELLECT, AND CHARACTER. WITH RICH CONTENT AND AN EMPHASIS ON INQUIRY-BASED AND STUDENT-DRIVEN PROJECTS, STUDENTS ARE EMPOWERED AND ENCOURAGED TO BE ACTIVE AND ENGAGED LEARNERS. 8677761 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 17 0 1 82 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X JENNIFER WARREN 6508549065 360 LA CUESTA DRIVE PORTOLA VALLEY CA 94028 SHARON CHANG CHAIR 5.00 X X 0 0 0 SONIA ARRISON SENKUT ADVACEMENT COMMITTEE CO-CHAIR 5.00 X 0 0 0 AIDA SOTO ADVACEMENT COMMITTEE CO-CHAIR 5.00 X 0 0 0 ALISON CHEUNG AUDIT COMMITTEE CHAIR 5.00 X 0 0 0 MICHAEL MASTRANDREA FACILITIES COMMITTEE CHAIR 5.00 X 0 0 0 JAMES BRUNDAGE FINANCE COMMITTEE CHAIR/TREASURER 5.00 X X 0 0 0 SHARON BINGER GOVERNANCE COMMITTEE CHAIR 5.00 X 0 0 0 LISA WIDUP SECRETARY 5.00 X X 0 0 0 MICHELLE GABRIEL DIRECTOR 5.00 X 0 0 0 JULIE GALLES DIRECTOR 5.00 X 0 0 0 MAC HARMAN DIRECTOR 5.00 X 0 0 0 ANNE HOECKER DIRECTOR 5.00 X 0 0 0 ABBY KIRIGIN DIRECTOR 5.00 X 0 0 0 SILVINA PUGLIESE DIRECTOR 5.00 X 0 0 0 RAMZI RAMSEY DIRECTOR 5.00 X 0 0 0 PRATIMA SETHI DIRECTOR 5.00 X 0 0 0 GARY SCHOFIELD DIRECTOR 5.00 X 0 0 0 MICHAEL WALTERS DIRECTOR 5.00 X 0 0 0 JENNIFER WARREN HEAD OF SCHOOL 40.00 X 338375 0 64335 NATASHA COOK DIRECTOR OF FINANCE (THRU 10/14/22) 40.00 X 91654 0 0 ERIN STEVENSON DIR OF DEVELOP & ALUMNI RELATIONS 40.00 X 152154 0 28110 CHAREA BUSTAMANTE MIDDLE SCHOOL DIVISION DIRECTOR 40.00 X 135450 0 14089 TANYA SPISHAK DIRECTOR OF COMMUNICATIONS 40.00 X 131699 0 19688 MELANIE ROTHENBERG DIR OF ADMISSION & TUITION ASSIST 40.00 X 131006 0 20030 DANIEL CRISTIANI DIR OF TEACHING/LEARNING/PROF GROWTH 40.00 X 136347 0 12485 1116685 0 158737 11 0 1 0 PRESTIGE LANDSCAPE INC 131 GLEN WAY SUITE 2 SAN CARLOS CA 94070 LANDSCAPING SERVICES 370485 SHELTON ROOFING CO INC 1988 LEGHORN STREET STE C MOUNTAIN VIEW CA 94043 RE-REOOFING 132434 PROFESSIONAL CLEANING SERVICES INC 740 CAMDEN AVE CAMPBELL CA 95008 JANITORIAL SERVICES 108954 3 627938 106630 1225253 45208 1959821 TUITION & FEES 611600 11057725 11057725 AUXILIARY PROGRAM REVENUE 611600 934316 934316 11992041 177673 177673 56811 627938 56811 0 MISCELLANEOUS REVENUE 900099 5048 5048 5048 14134583 11997089 0 177673 946114 946114 396380 396380 5312447 3978413 1334034 124337 94827 29510 757895 540501 217394 411108 287776 123332 60134 60134 43434 43434 147653 86391 61262 77388 67029 10359 223136 24411 194063 4662 117773 117773 1611354 1208515 402839 114658 114658 616644 462483 154161 103180 77385 25795 SCHOOL EVENTS & PROGRAM 309944 309944 INSTRUCTIONAL SUPPLIES 306945 306945 BAD DEBT 115842 111392 4450 PROFESSIONAL DEVELOPMEN 109373 96159 13214 58299 465 55184 2650 11964038 8677761 3202894 83383 9240648 1721775 112375 8926070 2740757 2646947 368 367 217715 243217 10201129 3531003 6911361 6670126 242014 177697 166529 60000 12166318 19460921 32783363 730431 512395 10168186 10666590 2450000 1000000 2020308 14338968 15368925 26517953 X 3911730 5582072 180266 683338 4091996 6265410 19460921 32783363 2170545 2869 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 762955 257602 505353 7816316 2715413 5100903 1531217 534546 996671 90641 23442 67199 6670126 DEPOSITS 71750 OPERATING RIGHT-OF-USE LEASED ASSET 12094568 12166318 OPERATING LEASE OBLIGATIONS 14338968 14338968 X 13191338 2869 -946114 -943245 14134583 0 14134583 11017924 0 11017924 946114 946114 11964038 PART X, LINE 2: THE SCHOOL IS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE CALIFORNIA REVENUE AND TAXATION CODE. MANAGEMENT EVALUATED THE SCHOOL'S TAX POSITIONS AND CONCLUDED THAT THE SCHOOL HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID RECLASSIFIED TO EXPENSES -946,114. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID RECLASSIFIED TO EXPENSES 946,114. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 LOCAL NEWSPAPER, SCHOOL WEBSITE, APPLICATION AND ADMISSION FORMS. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVED $106,630 FROM THE EMPLOYEE RETENTION CREDIT (ERC) FUNDING PROGRAM THROUGH THE DEPARTMENT OF TREASURY FOR THE YEAR ENDED JUNE 30, 2023. GALA 684749 627938 56811 28708 28103 684749 627938 56811 28708 28103 56811 0 1 FINANCIAL AID 45 946114 PART I, LINE 2: CURRENT AND APPLICANT FAMILIES COMPLETE AN APPLICATION TO BE CONSIDERED FOR FINANCIAL AID AT WOODLAND. THE SCHOOL USES THE SCHOOL AND STUDENT SERVICES PLATFORM (SSS) IN COLLABORATION WITH THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS. THE PROPRIETARY SOFTWARE USES DATA PROVIDED BY FAMILIES TO DETERMINE THEIR ELIGIBILITY FOR FINANCIAL AID AWARDS. WOODLAND'S HEAD OF SCHOOL, DIRECTOR OF FINANCE, AND DIRECTOR OF ADMISSION AND TUITION ASSISTANCE ARE THE COMMITTEE THEN REVIEWS EACH FILE FOR ACCURACY AND COMPLETENESS BEFORE ALLOCATING THE FUNDING IN THE BUDGET TO FAMILIES. FAMILIES ARE PROVIDED AWARD LETTERS AND ACCEPT OR DECLINE THE FUNDING PROVIDED. X X X X X 0 0 0 0 0 0 0 0 0 JENNIFER WARREN HEAD OF SCHOOL 338375 0 0 0 0 0 16141 0 48194 0 402710 0 0 0 ERIN STEVENSON DIR OF DEVELOP & ALUMNI RELATIONS 152154 0 0 0 0 0 4569 0 23541 0 180264 0 0 0 TANYA SPISHAK DIRECTOR OF COMMUNICATIONS 131699 0 0 0 0 0 3951 0 15737 0 151387 0 0 0 MELANIE ROTHENBERG DIR OF ADMISSION & TUITION ASSIST 131006 0 0 0 0 0 4268 0 15762 0 151036 0 0 0 34290 TUITION REMISSION TUITION REMISSION X 6 45208 FMV 0 0 0 0 PART I, COLUMN (B): THE COLUMN REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PROVIDED TO THE WOODLAND SCHOOL AUDIT COMMITTEE BEFORE THE RETURN IS FILED. THE 990 IS PROVIDED TO ALL MEMBERS ON THE GOVERNING BODY (BOARD OF TRUSTEES). FORM 990, PART VI, SECTION B, LINE 12C AT THE BEGINNING OF EACH SCHOOL YEAR, THE BOARD OF TRUSTEES AND DIRECTORS OF THE SCHOOL REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN PAPERWORK NOTING ANY CONFLICTS THAT EXIST. THE GOVERNANCE COMMITTEE REVIEWS THE INFORMATION TO DETERMINE HOW TO MONITOR COMPLIANCE SHOULD A CONFLICT EXIST. TO DATE, THE SCHOOL HAS NOT BEEN IN A SITUATION THAT HAS REQUIRED A SPECIFIC ACCOMMODATION. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD CHAIR AND A MEMBER OF THE GOVERNANCE COMMITTEE MAKE UP THE EVALUATION AND COMPENSATION COMMITTEE FOR THE HEAD OF SCHOOL. ANNUALLY, THEY REVIEW PEER DATA COMPILED BY THE EXECUTIVE DIRECTOR OF THE CALIFORNIA ASSOCIATION FOR INDEPENDENT SCHOOLS. EVALUATION DATA FROM SURVEYS COMPLETED BY THE BOARD OF TRUSTEES AND DIRECT REPORTS ARE SHARED WITH THE BOARD AND COMPENSATION DECISIONS ARE MADE IN EXECUTIVE SESSION. FORM 990, PART VI, SECTION C, LINE 19 WOODLAND SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE PROVIDED UPON WRITTEN REQUEST TO HEAD OF SCHOOL FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D) AND ON THE GUIDESTAR WEBSITE.