OAKWOOD SCHOOL: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- OAKWOOD SCHOOL (EIN 95-1698608)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-02
- IRS object ID
- 202441239349301879
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-02T12:01:51-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 CAMINO RAMON STE 350 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945835004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951698608 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAKWOOD SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OAKW | BusinessNameControlTxt |
| Phone | 8187323000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11600 MAGNOLIA BLVD | AddressLine1Txt |
| City | NORTH HOLLYWOOD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER B THOMAS | PersonNm |
| Person Title | CHIEF OPERATING OFFICER | PersonTitleTxt |
| Phone | 8187323000 | PhoneNum |
| Signature | 2024-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTOPHER | PersonFirstNm |
| Person Last | THOMAS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATY BROWN | PreparerPersonNm |
| PTIN | P00650274 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2024-05-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAIME DOMINGUEZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11600 MAGNOLIA BLVD | AddressLine1Txt |
| City | NORTH HOLLYWOOD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $51,841,115 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OAKWOODSCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1951 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | OAKWOOD SCHOOL IS A NON-PROFIT EDUCATIONAL INSTITUTION IN NORTH HOLLYWOOD, CA. (SEE SCHEDULE O)THE SCHOOL'S OPERATIONS CONSIST PRINCIPALLY OF PROVIDING ELEMENTARY AND SECONDARY EDUCATIONAL SERVICES TO ITS STUDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 27 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 27 | VotingMembersIndependentCnt |
| Total Employee | 369 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,071,500 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,172,612 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $39,252,144 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $41,459,150 | CYProgramServiceRevenueAmt |
| PY Investment Income | $148,494 | PYInvestmentIncomeAmt |
| CY Investment Income | $647,438 | CYInvestmentIncomeAmt |
| PY Other Revenue | $247,081 | PYOtherRevenueAmt |
| CY Other Revenue | $767,937 | CYOtherRevenueAmt |
| PY Total Revenue | $43,719,219 | PYTotalRevenueAmt |
| CY Total Revenue | $46,047,137 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,812,018 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,090,660 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $25,121,683 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $27,157,965 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $9,500 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,987,561 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,525,816 | PYOtherExpensesAmt |
| CY Other Expenses | $13,220,529 | CYOtherExpensesAmt |
| PY Total Expenses | $41,469,017 | PYTotalExpensesAmt |
| CY Total Expenses | $45,469,154 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,250,202 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $577,983 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $129,285,725 | TotalAssetsBOYAmt |
| Total Assets EOY | $132,822,875 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $35,798,589 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $32,859,028 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $93,487,136 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $99,963,847 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | IN LIEU OF A MISSION STATEMENT, OAKWOOD SCHOOL HAS ADOPTED A STATEMENT OF PHILOSOPHY. SEE SCHEDULE O FOR DETAILS.IN SUMMARY, OAKWOOD SCHOOL'S STATEMENT OF PHILOSOPHY STATES THAT IT INTENDS AN OAKWOOD EDUCATION:1. TO GUIDE STUDENTS TOWARD MASTERY IN THEIR ACADEMIC, ARTISTIC, AND ATHLETIC ENDEAVORS2. TO SPARK PASSION3. TO CULTIVATE DEPTH OF CHARACTER4. TO HELP STUDENTS GAIN SELF-KNOWLEDGE5. TO FOSTER A SENSE OF COMMUNITY | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $37,019,491 | ExpenseAmt |
| Grant | $5,090,660 | GrantAmt |
| Revenue | $41,459,150 | RevenueAmt |
| Desc | OAKWOOD SCHOOL PROVIDES ELEMENTARY AND SECONDARY EDUCATIONAL SERVICES THAT ARE RICH IN THE ARTS, SCIENCES AND HUMANITIES, AND CHALLENGING TO ITS STUDENTS' CREATIVE AND INTELLECTUAL CAPACITIES. THE SCHOOL PROMOTES THE ENHANCEMENT OF ITS STUDENTS' THOUGHT AND IMAGINATION, COMPETENCE AND CHARACTER AS INDIVIDUALS AND AS MEMBERS OF A SCHOOL COMMUNITY. | Desc |
| Total Program Service Expenses | $37,019,491 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 114 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 369 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 27 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 27 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTOPHER B THOMAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8187323000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11600 MAGNOLIA BLVD | AddressLine1Txt |
| City | NORTH HOLLYWOOD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ALEX SUSMAN | ||||||||
| CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MERYL CHAE | ||||||||
| PAST CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARTA KAUFFMAN | ||||||||
| PAST CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN D JONES | ||||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JEFF MARKOWITZ | ||||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARK ROYBAL | ||||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LORI HALL ARMSTRONG | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMIE BAKAL | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MITCHELL BUTLER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KEN FRITZ | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LES FROST | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT KONDRK | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GREG KURSTIN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID LIPSEY | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA MARSHALL | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LIZ NAFTALI | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MAYA OMAR | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| IRA PIANKO | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DANA SETTLE | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MONIFA SIMS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ZACH SUCHIN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TREANI SWAIN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SYLVIA TORRES-GUILLEN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID WEBER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ALONZO WICKERS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARCUS WILEY | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GIDEON YU | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JAIME A DOMINGUEZ | ||||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $621,461 | $0 | $27,673 | |||
| CHRISTOPHER B THOMAS | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | Yes (X) | $320,476 | $0 | $30,997 | |||
| KAREN M BOWLAND | ||||||||
| DIR OF FINANCE | 40.00 | $216,975 | $0 | $30,891 | Yes (X) | |||
| DENISE F ROSS | ||||||||
| PRINCIPAL, ELEMENTARY SCHOOL | 40.00 | $179,615 | $0 | $24,427 | Yes (X) | |||
| WILLIAM L TIFT JR | ||||||||
| PRINCIPAL, HIGH SCHOOL | 40.00 | $168,342 | $0 | $30,882 | Yes (X) | |||
| CRAIG D ARTEAGA-JOHNSON | ||||||||
| SENIOR ADVANCEMENT STRATEGIST | 40.00 | $191,603 | $0 | $24,648 | Yes (X) | |||
| WENDY J WEICKER | ||||||||
| DIRECTOR OF SUPPORT SERVICES | 40.00 | $183,406 | $0 | $26,626 | Yes (X) | |||
| DAVID E HAMMETT | ||||||||
| MATHEMATICS DEPT CHAIR | 40.00 | $168,389 | $0 | $23,586 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,050,267 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $219,730 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 68 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PROFESSIONAL SECURITY CONSULTANTS | |||||
| 11454 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | CAMPUS SAFETY PERSONNEL | $588,579 |
| LEE'S MAINTENANCE SERVICE INC | |||||
| 14740 KESWICK ST | VAN NUYS | CA | 91405 | JANITORIAL SERVICES | $540,076 |
| NAVASARD MEJLUMYANCRYSTAL TOURS | |||||
| 6166 COLBATH AVE | VAN NUYS | CA | 91401 | TRANSPORTATION | $371,091 |
| STUDENT TRANSPORTATION OF AMERICA | |||||
| 6414 HOLLISTER AVE | GOLETA | CA | 93117 | TRANSPORTATION | $279,821 |
| KNOWING TECHNOLOGIES LLC | |||||
| 660 PRICE AVE UNIT C | REDWOOD CITY | CA | 94063 | INFORMATION TECHNOLOGY | $198,870 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $60,345 | FundraisingAmt |
| All Other Contributions | $3,112,267 | AllOtherContributionsAmt |
| Noncash Contributions | $188,321 | NoncashContributionsAmt |
| Total Contributions | $3,172,612 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611710 | $39,974,555 | $39,974,555 |
| AUXILIARY PROGRAMS | 611710 | $1,431,438 | $1,431,438 |
| OTHER REVENUE | 611710 | $53,157 | $53,157 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $41,459,150 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $667,113 | TotalRevenueColumnAmt |
| Exclusion | $667,113 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $239,615 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $239,615 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $239,615 | TotalRevenueColumnAmt |
| Exclusion | $239,615 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,380,530 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,382,155 | SecuritiesAmt |
| Other | $18,050 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,625 | SecuritiesAmt |
| Other | -$18,050 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$19,675 | TotalRevenueColumnAmt |
| Exclusion | -$19,675 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $922,095 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $60,345 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $393,773 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $528,322 | TotalRevenueColumnAmt |
| Exclusion | $528,322 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,047,137 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $41,459,150 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,415,375 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,090,660 | TotalAmt |
| Program Services | $5,090,660 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,959,422 | TotalAmt |
| Program Services | $628,315 | ProgramServicesAmt |
| Management And General | $1,190,356 | ManagementAndGeneralAmt |
| Fundraising | $140,751 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,201,919 | TotalAmt |
| Program Services | $15,570,486 | ProgramServicesAmt |
| Management And General | $2,509,704 | ManagementAndGeneralAmt |
| Fundraising | $1,121,729 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $978,939 | TotalAmt |
| Program Services | $798,307 | ProgramServicesAmt |
| Management And General | $120,607 | ManagementAndGeneralAmt |
| Fundraising | $60,025 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,536,014 | TotalAmt |
| Program Services | $2,903,770 | ProgramServicesAmt |
| Management And General | $478,532 | ManagementAndGeneralAmt |
| Fundraising | $153,712 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,481,671 | TotalAmt |
| Program Services | $1,173,822 | ProgramServicesAmt |
| Management And General | $225,953 | ManagementAndGeneralAmt |
| Fundraising | $81,896 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,776 | TotalAmt |
| Management And General | $36,776 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,064 | TotalAmt |
| Management And General | $86,064 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,734 | TotalAmt |
| Management And General | $216,734 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $637,023 | TotalAmt |
| Program Services | $607,082 | ProgramServicesAmt |
| Management And General | $17,710 | ManagementAndGeneralAmt |
| Fundraising | $12,231 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $283,268 | TotalAmt |
| Management And General | $77,850 | ManagementAndGeneralAmt |
| Fundraising | $205,418 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385,938 | TotalAmt |
| Program Services | $5,646 | ProgramServicesAmt |
| Management And General | $314,878 | ManagementAndGeneralAmt |
| Fundraising | $65,414 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $898,986 | TotalAmt |
| Program Services | $864,106 | ProgramServicesAmt |
| Management And General | $27,059 | ManagementAndGeneralAmt |
| Fundraising | $7,821 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,287,417 | TotalAmt |
| Program Services | $1,226,818 | ProgramServicesAmt |
| Management And General | $35,752 | ManagementAndGeneralAmt |
| Fundraising | $24,847 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,607 | TotalAmt |
| Management And General | $5,607 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,172 | TotalAmt |
| Program Services | $202,200 | ProgramServicesAmt |
| Management And General | $5,898 | ManagementAndGeneralAmt |
| Fundraising | $4,074 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,583,442 | TotalAmt |
| Program Services | $2,462,020 | ProgramServicesAmt |
| Management And General | $71,820 | ManagementAndGeneralAmt |
| Fundraising | $49,602 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,595 | TotalAmt |
| Program Services | $284,561 | ProgramServicesAmt |
| Management And General | $8,301 | ManagementAndGeneralAmt |
| Fundraising | $5,733 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STUDENT ACTIVITIES | $1,336,111 | $1,336,111 | ||
| EDUCATIONAL CLASSES | $1,296,861 | $1,296,861 | ||
| FOOD SERVICES | $1,189,647 | $1,143,489 | $35,808 | $10,350 |
| SECURITY | $563,914 | $537,410 | $15,677 | $10,827 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,901,974 | TotalAmt |
| Program Services | $887,827 | ProgramServicesAmt |
| Management And General | $981,016 | ManagementAndGeneralAmt |
| Fundraising | $33,131 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,469,154 | TotalAmt |
| Program Services | $37,019,491 | ProgramServicesAmt |
| Management And General | $6,462,102 | ManagementAndGeneralAmt |
| Fundraising | $1,987,561 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $536 | BOYAmt |
| EOY | $58 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,990,314 | BOYAmt |
| EOY | $11,046,490 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,259 | BOYAmt |
| EOY | $250,925 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,224 | BOYAmt |
| EOY | $70,536 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $562,198 | BOYAmt |
| EOY | $966,559 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $66,163,505 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,246,224 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,894,626 | BOYAmt |
| EOY | $42,917,281 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,582,885 | BOYAmt |
| EOY | $57,953,036 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,904,753 | BOYAmt |
| EOY | $13,552,360 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,205,930 | BOYAmt |
| EOY | $6,065,630 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,285,725 | BOYAmt |
| EOY | $132,822,875 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,924,593 | BOYAmt |
| EOY | $3,040,144 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,446,613 | BOYAmt |
| EOY | $18,545,155 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,546,787 | BOYAmt |
| EOY | $4,667,630 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,868,954 | BOYAmt |
| EOY | $1,503,859 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,011,642 | BOYAmt |
| EOY | $5,102,240 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,798,589 | BOYAmt |
| EOY | $32,859,028 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,561,947 | BOYAmt |
| EOY | $85,056,259 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,925,189 | BOYAmt |
| EOY | $14,907,588 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,487,136 | BOYAmt |
| EOY | $99,963,847 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,285,725 | BOYAmt |
| EOY | $132,822,875 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $577,983 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,898,728 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,349,359 | BeginningYearBalanceAmt |
| Contributions | $1,143,247 | ContributionsAmt |
| Investment Earnings Or Losses | $4,312,589 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,439,477 | OtherExpendituresAmt |
| End Year Balance | $41,365,718 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,385,093 | BeginningYearBalanceAmt |
| Contributions | $1,381,903 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,391,843 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $25,794 | OtherExpendituresAmt |
| End Year Balance | $37,349,359 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,880,935 | BeginningYearBalanceAmt |
| Contributions | $2,550,902 | ContributionsAmt |
| Investment Earnings Or Losses | $8,106,720 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,153,464 | OtherExpendituresAmt |
| End Year Balance | $39,385,093 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,950,411 | BeginningYearBalanceAmt |
| Contributions | $1,295,141 | ContributionsAmt |
| Investment Earnings Or Losses | $629,769 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $994,386 | OtherExpendituresAmt |
| End Year Balance | $29,880,935 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,983,731 | BeginningYearBalanceAmt |
| Contributions | $1,591,535 | ContributionsAmt |
| Investment Earnings Or Losses | $2,261,110 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $885,965 | OtherExpendituresAmt |
| End Year Balance | $28,950,411 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.11060 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.22085 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.66855 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,384,178 | OtherCostOrOtherBasisAmt |
| Book Value | $18,384,178 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,324,748 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,524,698 | DepreciationAmt |
| Book Value | $23,800,050 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,454,579 | OtherCostOrOtherBasisAmt |
| Depreciation | $721,526 | DepreciationAmt |
| Book Value | $733,053 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $42,917,281 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CORPORATE BONDS | $3,250,243 | F |
| ALTERNATIVE INVESTMENTS | $9,983,818 | F |
| NON-US BONDS | $318,299 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $13,552,360 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| RESERVE FOR SELF-INSURANCE | $80,000 |
| SECURITY DEPOSITS | $26,800 |
| CONTRACTUAL DEFERRED TUITION | $4,964,479 |
| UNUSED HOT LUNCH | $30,961 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,102,240 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $46,638,471 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,898,728 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $5,898,728 | RevenueNotReportedAmt |
| Revenue Subtotal | $40,739,743 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $216,734 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $5,090,660 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $5,307,394 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $46,047,137 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $40,161,760 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $40,161,760 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $216,734 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $5,090,660 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $5,307,394 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $45,469,154 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE SCHOOL'S ENDOWMENT CONSISTS OF SEVERAL INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENT. |
| PART X, LINE 2: | THE SCHOOL 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 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, 2023, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | TUITION FINANCIAL AID 5,090,660. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TUITION FINANCIAL AID 5,090,660. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE NONDISCRIMINATORY POLICY IS PUBLICIZED ON THE OAKWOOD SCHOOL'S HOMEPAGE OF THEIR WEBSITE. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $982,440 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $60,345 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $922,095 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $139,256 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $100,375 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $25,057 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $129,085 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $982,440 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $60,345 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $922,095 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $139,256 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $100,375 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $25,057 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $129,085 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $393,773 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $528,322 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | TUITION FINANCIAL AID | GrantTypeTxt |
| Recipient | 151 | RecipientCnt |
| Non Cash Assistance | $5,090,660 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | DIRECT CREDIT TO STUDENT ACCOUNT | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FINANCIAL AID AWARDS REDUCE THE RECIPIENT'S TUITION AND MAY ALSO INCLUDE THE COST OF NON-TUITION EXPENSES SUCH AS BUS TRANSPORTATION, LUNCH, LAPTOP, BOOKS, AND OTHER QUALIFYING ITEMS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAIME A DOMINGUEZ | ||||||||||||||
| HEAD OF SCHOOL | $517,402 | $0 | $0 | $0 | $104,059 | $0 | $15,250 | $0 | $12,423 | $0 | $649,134 | $0 | $0 | $0 |
| CHRISTOPHER B THOMAS | ||||||||||||||
| CHIEF OPERATING OFFICER | $314,459 | $0 | $0 | $0 | $6,017 | $0 | $18,300 | $0 | $12,697 | $0 | $351,473 | $0 | $0 | $0 |
| KAREN M BOWLAND | ||||||||||||||
| DIR OF FINANCE | $212,500 | $0 | $0 | $0 | $4,475 | $0 | $16,829 | $0 | $14,062 | $0 | $247,866 | $0 | $0 | $0 |
| CRAIG D ARTEAGA-JOHNSON | ||||||||||||||
| SENIOR ADVANCEMENT STRATEGIST | $190,586 | $0 | $0 | $0 | $1,017 | $0 | $10,440 | $0 | $14,208 | $0 | $216,251 | $0 | $0 | $0 |
| WENDY J WEICKER | ||||||||||||||
| DIRECTOR OF SUPPORT SERVICES | $176,148 | $0 | $0 | $0 | $7,258 | $0 | $14,339 | $0 | $12,287 | $0 | $210,032 | $0 | $0 | $0 |
| DENISE F ROSS | ||||||||||||||
| PRINCIPAL, ELEMENTARY SCHOOL | $172,456 | $0 | $0 | $0 | $7,159 | $0 | $10,500 | $0 | $13,927 | $0 | $204,042 | $0 | $0 | $0 |
| WILLIAM L TIFT JR | ||||||||||||||
| PRINCIPAL, HIGH SCHOOL | $167,714 | $0 | $0 | $0 | $628 | $0 | $11,460 | $0 | $19,422 | $0 | $199,224 | $0 | $0 | $0 |
| DAVID E HAMMETT | ||||||||||||||
| MATHEMATICS DEPT CHAIR | $166,874 | $0 | $0 | $0 | $1,515 | $0 | $15,019 | $0 | $8,567 | $0 | $191,975 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE HOS AND COO RECEIVED A HOUSING ALLOWANCE AND AUTO ALLOWANCE, BOTH OF WHICH ARE INCLUDED IN TAXABLE WAGES. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA MUNICIPAL FINANCE AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 201569466 | BondIssuerEIN |
| CUSIP | NONEAVAIL | CUSIPNum |
| Bond Issued | 2016-05-06 | BondIssuedDt |
| Issue Price | $8,040,915 | IssuePriceAmt |
| Purpose | PROVIDE FUNDS TO REFUND A PRIOR ISSUE | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $3,373,285 | RetiredAmt |
| Total Proceeds | $8,040,915 | TotalProceedsAmt |
| Other Spent Proceeds | $8,040,915 | OtherSpentProceedsAmt |
| Substantial Completion | 2008 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| KAREN THOMAS | |||
| SPOUSE OF COO | $53,000 | EMPLOYMENT | 0 |
| JARED ROSS | |||
| SON OF KEY EMPLOYEE | $44,603 | EMPLOYMENT | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $188,321 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS AND NOT THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD'S AUDIT COMMITTEE MET AND REVIEWED THE FORM 990 ON APRIL 16, 2024. THE FORM 990 HAS BEEN MADE AVAILABLE TO ALL TRUSTEES PRIOR TO APRIL 30TH, 2024, AFTER WHICH THE TAX RETURN WILL BE FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ANNUAL BASIS, THE ORGANIZATION DISTRIBUTES ITS CONFLICT OF INTEREST POLICY TO THE TRUSTEES AND OFFICERS. THE TRUSTEES AND OFFICERS ARE REQUIRED TO SIGN A STATEMENT THAT THEY ARE IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION USES VARIOUS METHODS TO ESTABLISH COMPENSATION OF THE ORGANIZATION'S HEAD OF SCHOOL AND COO. THE METHODS INCLUDE, REVIEW BY AN INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, ETC. ADDITIONALLY, THE COMPENSATION IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS FOR THE HEAD OF SCHOOL'S COMPENSATION, AND BY THE HEAD OF SCHOOL, THE BOARD CHAIR, AND THE CHAIR OF THE FINANCE COMMITTEE FOR THE COMPENSATION OF THE COO. THIS PROCESS ORDINARILY OCCURS EVERY YEAR FOR THE COO, AND WAS LAST UNDERTAKEN FOR THE 2022-2023 FISCAL YEAR. THE HEAD OF SCHOOL'S CONTRACT HAS BEEN REVIEWED AND APPROVED THROUGH JUNE 30, 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARTSOOK HOLDINGS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11600 MAGNOLIA BLVD | AddressLine1Txt |
| City | NORTH HOLLYWOOD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | REAL ESTATE PROPERTIES HELD FOR FUTURE SCHOOL EXPANSION - TEMPORARILY RENTED | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Total Income | $249,536 | TotalIncomeAmt |
| End Of Year Assets | $6,651,540 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAKWOOD SCHOOL | BusinessNameLine1Txt |
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