2026-05-15T10:28:04-05:00 2025-06-30 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2024-07-01 954741072 THE WESLEY SCHOOL WESL 8185084542 4832 TUJUNGA AVE NORTH HOLLYWOOD CA 916014520 DAVID MONAHAN BOARD CHAIRMAN 8185084542 2026-05-14 1 0 KATY BROWN P00650274 9257902600 2026-05-11 2024 2025-03-06 01:10:19Z DAVID MONAHAN 4832 TUJUNGA AVE NORTH HOLLYWOOD CA 916014520 13417509 0 X WWW.WESLEYSCHOOL.ORG X 1999 CA TO PROMOTE ACADEMIC EXCELLENCE AND CHARACTER DEVELOPMENT IN A SUPPORTIVE, NURTURING ENVIRONMENT. 21 21 114 180 0 0 1632076 766037 11360045 11951729 44385 328232 -99276 -15435 12937230 13030563 1621186 1879318 0 0 8094303 8034897 0 0 358124 3855504 3318609 13570993 13232824 -633763 -202261 28819954 29065369 25438647 25789841 3381307 3275528 X THE WESLEY SCHOOL BUILDS CONFIDENCE AND ENCOURAGES INDEPENDENCE THROUGH A CHALLENGING ACADEMIC PROGRAM THAT STRETCHES EACH STUDENT TO REACH THE HIGHEST LEVEL OF INDIVIDUAL ACHIEVEMENT WITHIN A SUPPORTIVE, NURTURING ENVIRONMENT. WESLEY CULTIVATES IN (CONTINUED ON SCHEDULE O) STUDENTS STRONG CREATIVE, PHYSICAL, AND SPIRITUAL FOUNDATIONS TO PREPARE THEM TO BE PRODUCTIVE AND RESPECTFUL CONTRIBUTORS TO A GLOBAL SOCIETY. 0 0 10742119 1879318 11951729 THE WESLEY SCHOOL SEEKS TO INSTILL IN ITS STUDENTS A STRONG INDIVIDUAL GROWTH AND CREATIVITY, AS WELL AS A SENSE OF SOCIAL RESPONSIBILITY. THE WESLEY SCHOOL CELEBRATES COMMUNITY SPIRIT AND RELIES ON PARENT SUPPORT AND INVOLVEMENT TO SUCCESSFULLY ACHIEVE ITS MISSION.DURING THE FISCAL YEAR ENDED JUNE 30, 2025, 295 STUDENTS WERE ENROLLED IN GRADES KINDERGARTEN THROUGH EIGHTH GRADE AND 78 STUDENTS RECEIVED FINANCIAL AID. 10742119 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 43 0 1 114 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X GEORGIANN HUFF 8185084542 4832 TUJUNGA AVE NORTH HOLLYWOOD CA 916014520 DAVID MONAHAN CHAIR 5.00 X X 0 0 0 JENNY HOLLIER VICE CHAIR 3.00 X X 0 0 0 MARISSA SEEMAN SECRETARY 3.00 X X 0 0 0 ALAN WALDMAN TREASURER 3.00 X X 0 0 0 MICHELLE ALBERT TRUSTEE 1.00 X 0 0 0 HEEMANSHU BHAGAT TRUSTEE 1.00 X 0 0 0 TOI BRIDGES CODI CHAIR 3.00 X 0 0 0 AMY DIBIANCA TRUSTEE 1.00 X 0 0 0 MELANIE ELLIOTT TRUSTEE 1.00 X 0 0 0 JASON FRIEDMAN TRUSTEE 3.00 X 0 0 0 SAMANTHA HAMPAR TRUSTEE 1.00 X 0 0 0 THORDIS HOWARD TRUSTEE 1.00 X 0 0 0 LISA LANGE TRUSTEE 1.00 X 0 0 0 KATHLEEN LAWTON-TRASK TRUSTEE 1.00 X 0 0 0 JANETT HERMOSILLO MEYER TRUSTEE 1.00 X 0 0 0 MIKE NATIVIDAD TRUSTEE 1.00 X 0 0 0 EDDIE O'FLAHERTY TRUSTEE 1.00 X 0 0 0 DALE PINNOCK TRUSTEE 1.00 X 0 0 0 CONRAD SISON TRUSTEE 3.00 X 0 0 0 CHERYL TING TRUSTEE 1.00 X 0 0 0 HILLARY TURNER TRUSTEE 1.00 X 0 0 0 GREGORY ARMBRISTER HEAD OF SCHOOL 40.00 X 236862 0 31332 GEORGIANN HUFF DIRECTOR OF FINANCE 40.00 X 188774 0 37453 LINDSEY DRASIN DIRECTOR OF ADMISSIONS 40.00 X 140221 0 19679 VERENA DENOVE HIGH SCHOOL PLACEMENT COORDINATOR 40.00 X 137814 0 10900 LELONI SHAW DIR. CURRICULUM & INSTRUCTIONAL TECH. 40.00 X 119313 0 10490 TAMMYLYNN RODRIGUEZ DIRECTOR OF DEVELOPMENT 40.00 X 147726 0 27728 ANNETTE MARLA SIMON 5TH/6TH GRADE DEAN, TEACHER 40.00 X 122901 0 23722 JULIE GALLES FORMER HEAD OF SCHOOL 40.00 X 347312 0 26071 1440923 0 187375 15 1 1 0 PACIFIC PLATINUM SERVICES 4316 CRABAPPLE COURT MOORPARK CA 93021 SECURITY, CLEANING, BUS SERVICES 414605 AMERICAN COUNCIL FOR INTERNATIONAL STUDI 330 CONGRESS ST SUITE 5 BOSTON MA 02210 OVERSEAS FIELD TRIP 170612 KNOWING TECHNOLOGIES LLC PO BOX 104516 PASADENA CA 91189 TECHNOLOGY/CLOUD/SOFTWARE IT SUPPORT 161694 CLIFTONLARSONALLEN LLP PO BOX 31001-2443 PASADENA CA 91110 ACCOUNTING SERVICES 151735 4 191177 574860 13754 766037 TUITION AND FEES 611600 11475131 11475131 AUXILIARY PROGRAMS 611600 441693 441693 INSTRUCTIONAL PROGRAMS 611600 34905 34905 11951729 247291 247291 346344 265403 80941 80941 80941 99520 191177 121543 -22023 -22023 OTHER REVENUE 900099 6588 6588 6588 13030563 11951729 0 312797 1879318 1879318 557379 211145 342912 3322 5938480 4762791 944896 230793 215223 182587 25584 7052 826177 677028 123473 25676 497638 391570 87952 18116 21983 21983 48611 48611 4180 4180 108701 62114 45602 985 86877 86877 203424 153907 46063 3454 134850 111278 21830 1742 826241 681813 133750 10678 144521 104481 31104 8936 368070 303730 59584 4756 282635 222394 49952 10289 INSTRUCTIONAL EXPENSES 776181 776181 SECURITY 266982 220313 43219 3450 PARENT ASSOCIATION EXP 28807 28807 16546 1469 15009 68 13232824 10742119 2132581 358124 2408203 3364396 657507 230602 828859 593121 6885718 7028177 238912 100500 9931996 3752874 6119142 6179122 1619450 1789045 10062163 9780406 28819954 29065369 802604 378204 11299188 12153088 13336855 13258549 25438647 25789841 X 3122402 2914141 258905 361387 3381307 3275528 28819954 29065369 -202261 96482 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19000 X X SCHOLARLY USE 0 1619909 173243 1793152 1403387 216522 1619909 1279289 1500 122598 1403387 1433410 1000 -155121 1279289 1144384 1000 288026 1433410 0.86330 0.07250 0.06420 0 0 830426 830426 4016380 696780 3319600 3897565 2073268 1824297 901325 729921 171404 286300 252905 33395 6179122 ARTWORK 19000 FINANCING RIGHT-OF-USE ASSETS 58982 OPERATING RIGHT-OF-USE ASSET 9702424 9780406 FINANCE LEASE LIABILITY 62399 OPERATING LEASE LIABILITY 13196150 13258549 X 11365090 96482 121543 218025 11147065 4180 1879318 1883498 13030563 11470869 121543 121543 11349326 4180 1879318 1883498 13232824 PART III, LINE 4: THE SCHOOL HAS A PAINTING DISPLAYED IN ITS LOBBY, AND IT IS AVAILABLE FOR SCHOLARLY USE. PART V, LINE 4: APPROPRIATION OF ENDOWMENT ASSETS FOR EXPENDITURE WILL BE USED FOR OPERATIONS, INFRASTRUCTURE REDEVELOPMENT, AND OTHER CAPITAL PROJECTS FOR THE BENEFIT OF THE SCHOOL AND THE PROGRAMS THE SCHOOL SUPPORTS. PART X, LINE 2: THE ORGANIZATION IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME AND CALIFORNIA FRANCHISE TAXES UNDER THE PROVISIONS OF SECTIONS 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. THE ORGANIZATION HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2025, THE ORGANIZATION DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED WITH SPECIAL FUNDRAISING EVENT REVENUE 121,543. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,879,318. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED WITH SPECIAL FUNDRAISING EVENT REVENUE 121,543. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1,879,318. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE NONDISCRIMINATION POLICY WAS PUBLISHED IN THE CAL-ISBOA MEMBERSHIP PUBLICATION AND POSTED ON THE SCHOOL'S WEBSITE. BLOCK PARTY 156757 80781 75976 43478 8195 16599 TEACHER OUTINGS 40705 40705 8712 5 93235 69691 23544 44559 290697 191177 99520 43478 8195 69870 121543 -22023 1 FINANCIAL AID 78 1879318 FMV DIRECT CREDIT TO STUDENT ACCOUNT PART I, LINE 2: THE WESLEY SCHOOL HAS ALWAYS PLACED A VERY HIGH PRIORITY ON BEING A PLACE WHERE AN INDEPENDENT SCHOOL EDUCATION SHOULD BE AVAILABLE TO AS MANY YOUNG PEOPLE AS POSSIBLE, REGARDLESS OF FINANCIAL SITUATION. IN ORDER FOR US TO ALLOCATE OUR RESOURCES WISELY AND FAIRLY, WE HAVE ENLISTED THE HELP OF ISM, INDEPENDENT SCHOOL MANAGEMENT, AND THEIR FAST (FINANCIAL AID FOR SCHOOL TUITION) PROGRAM. ISM'S FAST DOES NOT DECIDE WHETHER FINANCIAL ASSISTANCE WILL BE GIVEN OR HOW MUCH TO GIVE; RATHER FAST PROVIDES A NEED-BASED FINANCIAL AID ANALYSIS SERVICE. FAST PROVIDES THE SCHOOL WITH A REPORT, WHICH INCLUDES A RECOMMENDATION OF WHAT A FAMILY SHOULD REASONABLY CONTRIBUTE TOWARD TUITION. IN REVIEWING EACH APPLICATION FOR AID, THE FINANCIAL AID COMMITTEE CONSIDERS BOTH THE FAST RECOMMENDATION AND ALL OTHER ADDITIONAL INFORMATION PROVIDED BY EACH FAMILY, INCLUDING A FAMILY'S ADDITIONAL DEPENDENTS, THEIR DEBTS, EXPENSES, AND PRIORITY OF SPENDING, AS WELL AS ALL SOURCES OF INCOME. X 0 1 X X X X 1 0 0 0 0 0 0 0 0 JULIE GALLES FORMER HEAD OF SCHOOL 0 0 0 0 347312 0 17366 0 8705 0 373383 0 0 0 GREGORY ARMBRISTER HEAD OF SCHOOL 236862 0 0 0 0 0 15000 0 16332 0 268194 0 0 0 GEORGIANN HUFF DIRECTOR OF FINANCE 188774 0 0 0 0 0 9847 0 27606 0 226227 0 0 0 TAMMYLYNN RODRIGUEZ DIRECTOR OF DEVELOPMENT 147726 0 0 0 0 0 7424 0 20304 0 175454 0 0 0 LINDSEY DRASIN DIRECTOR OF ADMISSIONS 140221 0 0 0 0 0 7000 0 12679 0 159900 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL DISCRETIONARY ACCOUNT IS AN APPROVED BUDGET LINE ITEM TO ALLOW THE HEAD OF SCHOOL TO DO SUCH THINGS AS MEALS WITH PEOPLE, GIFTS, ETC THAT ULTIMATELY BENEFIT THE SCHOOL AND HIS/HER PRESENCE BOTH INSIDE & OUTSIDE OF THE IMMEDIATE SCHOOL COMMUNITY. HIS/HER CREDIT CARD EXPENDITURES ARE REVIEWED AND SIGNED OFF BY THE FINANCE CHAIR OF THE BOARD ON A SEMI-MONTHLY BASIS. PART I, LINE 1B THE HEAD OF SCHOOL DISCRETIONARY ACCOUNT IS A SMALL, APPROVED BUDGET LINE ITEM. PART I, LINE 4A JULIE GALLES, HEAD OF SCHOOL THROUGH JUNE 30, 2024, RECEIVED A SEVERANCE PAYMENT OF $347,312 DURING FISCAL YEAR 2025. 17210 FINANCIAL AID FINANCIAL ASSISTANCE 60000 FINANCIAL AID FINANCIAL ASSISTANCE 24210 FINANCIAL AID FINANCIAL ASSISTANCE 21210 FINANCIAL AID FINANCIAL ASSISTANCE 36000 FINANCIAL AID FINANCIAL ASSISTANCE FORM 990, PART VI, SECTION A, LINE 1A MEMBERS OF THE COMMITTEE ON TRUSTEES AND THE EXECUTIVE COMMITTEE SHALL BE CHOSEN FROM AMONG THE TRUSTEES AND THEIR MEMBERSHIP ON ANY OF SAID COMMITTEES SHALL TERMINATE IF THEY CEASE TO BE A TRUSTEE. THE CHAIR OF THE BOARD AND THE HEAD OF SCHOOL SHALL EACH BE AN EX-OFFICIO MEMBER OF ALL COMMITTEES, WITHOUT VOTE, EXCEPT THAT THE CHAIR OF THE BOARD SHALL BE ENTITLED TO VOTE AS A MEMBER OF THE EXECUTIVE COMMITTEE AND THE COMMITTEE ON TRUSTEES. ALL STANDING COMMITTEES SHALL FROM TIME TO TIME REPORT THEIR ACTIVITIES TO THE BOARD ON MATTERS REFERRED TO THEM OR FALLING WITHIN THEIR RESPECTIVE FIELDS OF INTEREST AS SET FORTH HEREIN. THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIR, VICE CHAIR, TREASURER AND SECRETARY OF THE BOARD AND SHALL EXERCISE SUCH POWERS AND AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE CORPORATION, EXCEPT THE POWER TO ADOPT, AMEND OR REPEAL THE BYLAWS OR TAKING ANY OTHER ACTION WHICH HAS BEEN SPECIFICALLY RESERVED TO THE BOARD OF TRUSTEES, AS MAY BE DELEGATED TO IT BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE AND THEN SENT TO THE BOARD OF TRUSTEES FOR ANY COMMENTS OR QUESTIONS PRIOR TO FINALIZATION OF THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C SELF-DEALING BY TRUSTEES HAVING A MATERIAL FINANCIAL INTEREST IN AN ITEM BEFORE THE BOARD IS STRICTLY PROHIBITED. EVERY TRUSTEE OF THE BOARD SHALL DISCLOSE TO THE BOARD ANY RELATIONSHIP WHICH HE OR SHE MAY HAVE WITH ANY PERSON, CORPORATION OR OTHER ENTITY WITH WHOM THIS CORPORATION PROPOSES TO ENTER INTO ANY CONTRACT OR OTHER TRANSACTION AND WHICH WILL OR MAY RESULT IN FINANCIAL GAIN OR ADVANTAGE TO SUCH TRUSTEE BY REASON OF SUCH RELATIONSHIP. IF A TRUSTEE SHALL FAIL TO MAKE SUCH DISCLOSURE BEFORE THE CORPORATION ENTERS INTO SUCH CONTRACT OR TRANSACTION, THE BOARD MAY REQUEST HIS OR HER RESIGNATION AND SAID TRUSTEE SHALL BE LIABLE TO THE CORPORATION FOR SUCH FINANCIAL GAIN AND OTHER DAMAGES. THE BOARD MAY AUTHORIZE THE CORPORATION TO ENTER INTO A TRANSACTION BETWEEN THE CORPORATION AND A TRUSTEE OR AN ENTITY IN WHICH THE TRUSTEE HAS A MATERIAL FINANCIAL INTEREST PROVIDED (I) THE TRUSTEE WITH THE INTEREST REVEALS HIS OR HER INTEREST TO THE BOARD AND DOES NOT VOTE ON THE TRANSACTION, (II) THE TRANSACTION IS FAIR AND REASONABLE TO THE CORPORATION, (III) THE BOARD DETERMINES IN GOOD FAITH AFTER REASONABLE INVESTIGATION THAT THE CORPORATION COULD NOT REASONABLY HAVE OBTAINED TERMS AND CONDITIONS FOR SUCH TRANSACTION WHICH ARE MATERIALLY BETTER FROM DISINTERESTED PARTIES OR SOURCES, AND (IV) THE CORPORATION ENTERED INTO THE TRANSACTION FOR ITS OWN. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD, WITH ADVISEMENT OF A LAWYER, REVIEWS ALL DOCUMENTS, INCLUDING COMPARABLE SALARIES OF SCHOOLS WITHIN THE LOS ANGELES AREA. BASED ON THIS INFORMATION, A FAIR COMPENSATION IS DETERMINED FOR THE HEAD OF SCHOOL. THIS COMMITTEE PERFORMS THESE DUTIES FOR THE ORGANIZATION'S HEAD OF SCHOOL. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. BLUE LION HOLDINGS LLC 4832 TUJUNGA AVENUE NORTH HOLLYWOOD CA 91601 923420230 REAL ESTATE HOLDINGS CA 0 1114255 THE WESLEY SCHOOL