2024-10-17T18:15:58-05:00 2024-06-30 946214841 ARMANINO LLP 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2023-07-01 951644019 HARVARD-WESTLAKE SCHOOL HARV 8189806692 3700 COLDWATER CANYON STUDIO CITY CA 91604 DAVID WEIL CHIEF FINANCIAL OFFICER 8189806692 2024-10-09 1 1 KATY BROWN P00650274 9257902600 2024-10-09 2023 2024-10-15 13:58:12Z RICHARD COMMONS 3700 COLDWATER CANYON STUDIO CITY CA 91604 155849336 0 X WWW.HW.COM X 1911 CA TO PROVIDE COLLEGE PREPARATORY CURRICULUM AND PROGRAMS FOR STUDENTS IN GRADES 7-12. 34 34 760 250 1560433 0 61346214 57982927 79181844 83237654 12248730 11247750 2666599 2091552 155443387 154559883 13210869 13180431 0 0 53240503 58300876 0 0 5157343 36640874 36665836 103092246 108147143 52351141 46412740 582888639 673189747 17404768 16874232 565483871 656315515 HARVARD-WESTLAKE STRIVES TO BE A DIVERSE AND INCLUSIVE COMMUNITY UNITED BY THE JOYFUL PURSUIT OF EDUCATIONAL EXCELLENCE, LIVING AND LEARNING WITH INTEGRITY, AND PURPOSE BEYOND OURSELVES. 0 0 82942591 13180431 83237654 HARVARD-WESTLAKE SCHOOL PROVIDES JUNIOR HIGH AND HIGH SCHOOL EDUCATION FOR APPROXIMATELY 1,625 STUDENTS. 82942591 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 228 0 1 760 1 1 1 0 0 0 0 1 1 1 2 0 0 0 1 0 X 34 34 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X DAVID WEIL CFO 8184876609 3700 COLDWATER CANYON STUDIO CITY CA 91604 ALAN WILSON CHAIR 1.00 X X 0 0 0 WENDY WACHTELL VICE CHAIR 1.00 X X 0 0 0 WILLIAM BARNUM TREASURER 1.00 X X 0 0 0 SHIRLEY WANG SECRETARY 1.00 X X 0 0 0 MARK ATTANASIO TRUSTEE 1.00 X 0 0 0 ROBERT BEYER TRUSTEE 1.00 X 0 0 0 PETER BING TRUSTEE 1.00 X 0 0 0 JEAN-MARC CHAPUS TRUSTEE 1.00 X 0 0 0 ALLISON CHECCHI TRUSTEE 1.00 X 0 0 0 ALICE CHEN TRUSTEE 1.00 X 0 0 0 DIANA CHEN TRUSTEE 1.00 X 0 0 0 BRADFORD EDGERTON TRUSTEE 1.00 X 0 0 0 JANE EISNER TRUSTEE 1.00 X 0 0 0 ERIC ESRAILIAN TRUSTEE 1.00 X 0 0 0 JAVIER FERREIRA TRUSTEE 1.00 X 0 0 0 DAVID FISHER TRUSTEE 1.00 X 0 0 0 ERIC GAREN TRUSTEE 1.00 X 0 0 0 JONI HAMILTON TRUSTEE 1.00 X 0 0 0 JEFFREY HARLESTON TRUSTEE 1.00 X 0 0 0 PHILIP HOLTHOUSE TRUSTEE 1.00 X 0 0 0 JEAN KAPLAN TRUSTEE 1.00 X 0 0 0 STEPHEN KECK TRUSTEE 1.00 X 0 0 0 ROBERT KOTICK TRUSTEE 1.00 X 0 0 0 JAIME LEE TRUSTEE 1.00 X 0 0 0 ROBERT MALONEY TRUSTEE 1.00 X 0 0 0 CHARLES MUNGER TRUSTEE (THRU 11/23) 1.00 X 0 0 0 JULIE PLATT TRUSTEE 1.00 X 0 0 0 ANTHONY PRITZKER TRUSTEE 1.00 X 0 0 0 SPENCER RASCOFF TRUSTEE 1.00 X 0 0 0 DEBORAH REED TRUSTEE 1.00 X 0 0 0 ALISON RESSLER TRUSTEE 1.00 X 0 0 0 MICHAEL SEGAL TRUSTEE 1.00 X 0 0 0 MELANIE STAGGS TRUSTEE 1.00 X 0 0 0 THE RT REV JOHN TAYLOR TRUSTEE 1.00 X 0 0 0 JOHN WEISSENBACH TRUSTEE 1.00 X 0 0 0 RICHARD COMMONS PRESIDENT 40.00 X 1597742 0 220878 DAVID WEIL CHIEF FINANCIAL OFFICER 40.00 X 369805 0 59765 EDWARD HU HEAD OF EXTERNAL RELATIONS 40.00 X 310295 0 53922 LAURA DAVIDSON ROSS HEAD OF SCHOOL 40.00 X 301510 0 91225 JAMES DE MATTE CHIEF OF CONSTRUCTION 40.00 X 257352 0 65548 DAVID RUBEN DIRECTOR OF INFORMATION TECHNOLOGY 40.00 X 236281 0 52583 DAVID MINTZ DIRECTOR OF OPERATIONS 40.00 X 229908 0 40405 3302893 0 584326 191 0 1 0 HEALTHY CHOICE CATERING CORPORATION PO BOX 55574 SHERMAN OAKS CA 91413 CATERING SERVICES 3561425 PACIFIC PLATINUM SERVICES INC 2624 BLOOM STREET SIMI VALLEY CA 93063 SECURITY AND JANITORIAL 3021114 GENSLER 500 S FIGUEROA STREET LOS ANGELES CA 90071 ARCHITECTURAL 2786758 MISSION SCHOOL TRANSPORTATION 201 WEST SOTELLO STREET LOS ANGELES CA 90012 STUDENT TRANSPORTATION 1950077 MORTON CONSTRUCTION 2963 ALVARADO STREET OXNARD CA 93036 CONSTRUCTION 750634 25 57982927 1352328 57982927 TUITION AND FEES 611710 77461393 77461393 AUXILIARY SERVICES 611710 5776261 5776261 83237654 8694394 8694394 40050 0 40050 40050 40050 2553356 0 2553356 2553356 2553356 1780522 1289453 491069 491069 SPORTS FACILITY 713910 1560433 1560433 1560433 154559883 83237654 1560433 11778869 13180431 13180431 1543115 217779 1053112 272224 43472741 32603976 8535682 2333083 3633575 2661753 764286 207536 6386421 4554637 1553976 277808 3265024 2343121 722768 199135 112920 112920 115205 115205 6107489 5813297 255974 38218 513366 177322 336044 803918 348339 242501 213078 1065929 680280 356932 28717 6156390 5702823 400701 52866 323292 296732 9709 16851 740441 715506 21916 3019 8362717 7944581 334509 83627 1764512 349830 1394437 20245 INSTRUCTIONAL - DEPT 4145292 4145292 ADMINISTRATIVE 3172687 83428 2014367 1074892 AUXILLARY SERVICES 2538407 832719 1705688 TRANSPORTATION 524329 468067 56262 218942 218942 108147143 82942591 20047209 5157343 3732758 3541721 75275089 129629032 80653131 83317399 1017241 833289 435022 376604 1195159 1299817 322192688 135243693 178650633 186948995 196680614 212595623 44798132 53899019 450860 748248 582888639 673189747 2366668 1712210 13749898 14054588 1288202 1107434 17404768 16874232 X 239844507 247623491 325639364 408692024 565483871 656315515 582888639 673189747 46412740 44418549 355 0 X 0 1 X 1 0 X 23306578 49226472 48963632 61346214 57982927 240825823 23306578 49226472 48963632 61346214 57982927 240825823 50489332 190336491 3109098 2383107 2689062 5569396 8734444 22485107 262255 262255 1497458 1263630 1558841 1772208 1780522 7872659 271445844 373101301 0.70120 0.66760 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM SALES OF INVENTORY - 2019 AMOUNT: $ 1,497,458. 2020 AMOUNT: $ 1,263,630. 2021 AMOUNT: $ 1,558,841. 2022 AMOUNT: $ 1,772,208. 2023 AMOUNT: $ 1,780,522. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 197619365 9246325 43753548 7713371 242905867 180702907 6915847 16952514 6951903 197619365 201819587 9688123 -24013847 6790956 180702907 148007391 4377984 56278497 6844285 201819587 146824570 1933665 4490475 5241319 148007391 0.00000 0.44450 0.55550 0 0 71677554 71677554 189249902 105998043 83251859 3469541 2430292 1039249 29373576 23283994 6089582 28422115 3531364 24890751 186948995 ALTERNATIVE INVESTMENTS 53899019 F 53899019 ACCRUED RESERVE FOR MEDICAL CLAIMS 650000 STUDENT PROGRAM ACCOUNTS 457434 1107434 X 186135404 44418549 -14132481 30286068 155849336 -1289453 -1289453 154559883 95304115 1289453 1289453 94014662 14132481 14132481 108147143 PART V, LINE 4: THE DRAW FROM THE ENDOWMENT FUNDS IS USED TO SUPPLEMENT THE SCHOOL'S OPERATING BUDGET FOR EXPENSES SUCH AS FINANCIAL AID, EMPLOYEE PROFESSIONAL DEVELOPMENT, AND FACULTY SALARIES. PART X, LINE 2: THE SCHOOL IS A QUALIFIED SCHOOL EXEMPT FROM FEDERAL INCOME AND CALIFORNIA FRANCHISE TAXES UNDER THE PROVISIONS OF 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. THE SCHOOL HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2024, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -14,094,981. UNCOLLECTIBLE PLEDGES -37,500. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVENTORY COST OF GOODS SOLD -1,289,453. PART XII, LINE 2D - OTHER ADJUSTMENTS: INVENTORY COST OF GOODS SOLD 1,289,453. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 14,094,981. UNCOLLECTIBLE PLEDGES 37,500. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 PER REV. PROC. 2019-22 A PRIVATE SCHOOL MAY SATISFY THIS REQUIREMENT BY USING ITS INTERNET WEBSITE. HARVARD-WESTLAKE SCHOOL PROVIDES A NOTICE OF NONDISCRIMINATORY POLICY AS TO STUDENTS AT THE BOTTOM OF ITS WEBSITE LANDING PAGE AT ALL TIMES. 1 FINANCIAL AID 338 13180431 FMV DIRECT CREDIT TO STUDENT ACCOUNT PART I, LINE 2: ALL ADMITTED STUDENTS ARE ELIGIBLE FOR FINANCIAL AID, AND GRANTS ARE AWARDED STRICTLY ON THE BASIS OF NEED. PROSPECTIVE AID RECIPIENTS ARE EVALUATED BASED ON CURRENT AND ANTICIPATED INCOME, EXPENSES, AND NET WORTH. THE SCHOOL DOES NOT DISCRIMINATE ON THE BASIS OF RACE, RELIGION, ETHNICITY, OR NATIONAL ORIGIN IN THE ADMINISTRATION OF ITS EDUCATIONAL POLICIES OR SCHOLARSHIPS. X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 RICHARD COMMONS PRESIDENT 745603 0 0 0 852139 0 139946 0 80932 0 1818620 0 690822 0 DAVID WEIL CHIEF FINANCIAL OFFICER 368545 0 0 0 1260 0 37169 0 22596 0 429570 0 0 0 LAURA DAVIDSON ROSS HEAD OF SCHOOL 299578 0 0 0 1932 0 35230 0 55995 0 392735 0 0 0 EDWARD HU HEAD OF EXTERNAL RELATIONS 306683 0 0 0 3612 0 39018 0 14904 0 364217 0 0 0 JAMES DE MATTE CHIEF OF CONSTRUCTION 241581 0 0 0 15771 0 30316 0 35232 0 322900 0 0 0 DAVID RUBEN DIRECTOR OF INFORMATION TECHNOLOGY 225613 0 0 0 10668 0 27083 0 25500 0 288864 0 0 0 DAVID MINTZ DIRECTOR OF OPERATIONS 219492 0 0 0 10416 0 25501 0 14904 0 270313 0 0 0 PART I, LINE 1A THE SCHOOL PROVIDES DISCRETIONARY SPENDING ACCOUNTS ONLY WHEN IT IS NECESSARY AND SERVES A BUSINESS PURPOSE. FOR THE CONVENIENCE OF THE SCHOOL AND IN FULFILLMENT OF HIS RESPONSIBILITIES, THE PRESIDENT IS REQUIRED TO OCCUPY SCHOOL-OWNED HOUSING WHERE HE REGULARLY CONDUCTS SCHOOL-RELATED FUNCTIONS AND EVENTS. PART I, LINE 4B A BENEFIT OF $98,358 ACCRUED IN THE SEC. 457(F), NON-QUALIFED DEFERRED COMPENSATION PLAN, ESTABLISHED FOR THE PRESIDENT. X 70 883201 FMV X BITCOIN (BTC) CRYPTO CURRENCY 2 469127 SALES PRICE 1 0 1 0 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED, NOT THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS PROVIDED TO EACH MEMBER OF THE BOARD PRIOR TO FILING. THE PROCESS COMPRISES A REQUEST BY THE SCHOOL THAT EACH BOARD MEMBER REVIEW THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES ARE ANNUALLY REQUIRED TO ACKNOWLEDGE AND CONFIRM COMPLIANCE WITH THE SCHOOL'S CONFLICT OF INTEREST POLICY. A CONFLICT OF INTEREST POLICY IS PROVIDED ANNUALLY TO EACH TRUSTEE WHO SIGNS THAT THEY HAVE READ AND UNDERSTAND THE CONFLICT OF INTEREST POLICY AND AGREE TO COMPLY WITH IT. TRUSTEES ALSO AGREE TO PROVIDE ANY SUPPLEMENTAL INFORMATION IF CONFLICTS REPORTED IN THE STATEMENT MATERIALLY CHANGE. WHEN A CONFLICT OF INTEREST OCCURS, THE BOARD CHAIR ENSURES THE CONFLICTED PARTY BE EXCUSED FROM DISCUSSION OR VOTING ON THE MATTER FOUND TO BE A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES DETERMINES THE COMPENSATION OF THE PRESIDENT USING SEVERAL CRITERIA, INCLUDING CONSIDERATION OF THE COMPENSATION PRACTICES OF SIMILAR NATIONALLY-RANKED INDEPENDENT SCHOOLS. COMPENSATION OF OTHER OFFICERS IS DETERMINED BY THE PRESIDENT, AND COMPENSATION OF THE CHIEF FINANCIAL OFFICER IS APPROVED BY THE BOARD, WHICH CONSIDERS BOTH ACCOMPLISHMENTS AND COMPENSATION PRACTICES OF SIMILAR INDEPENDENT SCHOOLS. THE BOARD CONTEMPORANEOUSLY SUBSTANTIATES THE DELIBERATION AND DECISIONS. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 IS AVAILABLE AT WWW.GUIDESTAR.ORG, AND UPON REQUEST. THE SCHOOL DOES NOT MAKE ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, OR CONFLICT OF INTEREST POLICY PUBLICLY AVAILABLE. 4141 WHITSETT MANAGEMENT LLC 3700 COLDWATER AVE STUDIO CITY CA 91604 832317044 REAL ESTATE HOLDINGS CA -800 HARVARD-WESTLAKE SCHOOL DOMUS PRIMUS LLC 12100 WILSHIRE BLVD SUITE 1090 LOS ANGELES CA 90025 800876606 REAL ESTATE HOLDINGS CA 0 3536950 HARVARD-WESTLAKE SCHOOL 4141 WHITSETT LLC 3700 COLDWATER AVE STUDIO CITY CA 91604 824987244 REAL ESTATE HOLDINGS CA 1560433 43797664 HARVARD-WESTLAKE SCHOOL DOMUS 4297 LLC 4311 WILSHIRE BLVD SUITE 600 LOS ANGELES CA 90010 853035996 REAL ESTATE HOLDINGS CA 265766 7521667 HARVARD-WESTLAKE SCHOOL DOMUS 4100 LLC 4311 WILSHIRE BLVD SUITE 600 LOS ANGELES CA 90010 853589186 REAL ESTATE HOLDINGS CA 239086 6068515 HARVARD-WESTLAKE SCHOOL DOMUS MEMBER LLC 4311 WILSHIRE BLVD SUITE 600 LOS ANGELES CA 90010 852872740 REAL ESTATE HOLDINGS CA 0 0 HARVARD-WESTLAKE SCHOOL CHARITABLE REMAINDER TRUSTS (17) INVESTMENT CA N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0