2023-05-10T15:54:56-05:00 2022-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2021-07-01 951698608 OAKWOOD SCHOOL OAKW 8187323000 11600 MAGNOLIA BLVD NORTH HOLLYWOOD CA 91601 CHRISTOPHER B THOMAS CHIEF OPERATING OFFICER 8187323000 2023-05-10 1 CHRISTOPHER THOMAS 999009999 KATY BROWN P00650274 9257902600 2023-05-10 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z JAIME DOMINGUEZ 11600 MAGNOLIA BLVD NORTH HOLLYWOOD CA 91601 83842610 0 X WWW.OAKWOODSCHOOL.ORG X 1951 CA 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. 28 28 344 100 0 0 3362276 4071500 36295490 39252144 145712 148494 708909 247081 40512387 43719219 4619503 4812018 0 0 23266870 25121683 0 9500 1885652 9002771 11525816 36889144 41469017 3623243 2250202 131214925 129285725 35024967 35798589 96189958 93487136 X 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 0 0 34130006 4812018 39252144 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. 34130006 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 0 1 0 0 0 1 85 0 1 344 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X CHRISTOPHER B THOMAS 8187323000 11600 MAGNOLIA BLVD NORTH HOLLYWOOD CA 91601 SUSMAN ALEX CHAIR 4.00 X X 0 0 0 CHAE MERYL PAST CHAIR 2.00 X X 0 0 0 KAUFFMAN MARTA PAST CHAIR 2.00 X X 0 0 0 MARSHALL MICHAEL VICE CHAIR 2.00 X X 0 0 0 MARKOWITZ JEFF TREASURER 2.00 X X 0 0 0 SHERAK WILLIAM SECRETARY 2.00 X X 0 0 0 ARMSTRONG LORI HALL TRUSTEE 2.00 X 0 0 0 BAKAL JAMIE TRUSTEE 2.00 X 0 0 0 BUTLER MITCHELL TRUSTEE 2.00 X 0 0 0 FRITZ KEN TRUSTEE 2.00 X 0 0 0 FROST LES TRUSTEE 2.00 X 0 0 0 GREUEL WENDY TRUSTEE 2.00 X 0 0 0 JONES JOHN D TRUSTEE 2.00 X 0 0 0 KRAMER KAYE TRUSTEE 2.00 X 0 0 0 KURSTIN GREG TRUSTEE 2.00 X 0 0 0 LIPSEY DAVID TRUSTEE 2.00 X 0 0 0 MARSHALL BARBARA TRUSTEE 2.00 X 0 0 0 NAFTALI LIZ TRUSTEE 2.00 X 0 0 0 PIANKO IRA TRUSTEE 2.00 X 0 0 0 ROYBAL MARK TRUSTEE 2.00 X 0 0 0 SETTLE DANA TRUSTEE 2.00 X 0 0 0 SILVERMAN GREG TRUSTEE 2.00 X 0 0 0 SIMS MONIFA TRUSTEE 2.00 X 0 0 0 TORRES-GUILLEN SYLVIA TRUSTEE 2.00 X 0 0 0 WASSER LAURA TRUSTEE 2.00 X 0 0 0 WEBER DAVID TRUSTEE 2.00 X 0 0 0 WICKERS ALONZO TRUSTEE 2.00 X 0 0 0 YU GIDEON TRUSTEE 2.00 X 0 0 0 JAIME A DOMINGUEZ HEAD OF SCHOOL 40.00 X 566746 0 25610 CHRISTOPHER B THOMAS CHIEF OPERATING OFFICER 40.00 X 301531 0 28773 KAREN M BOWLAND DIRECTOR OF FINANCE 40.00 X 207404 0 28639 DENISE ROSS PRINCIPAL, ELEMENTARY SCHOOL 40.00 X 171885 0 22513 WILLIAM PERKINS-TIFT PRINCIPAL, SECONDARY SCHOOL 40.00 X 162748 0 28628 JAMES A ASTMAN PHD HEADMASTER EMERITUS 40.00 X 232254 0 33894 CRAIG ARTEAGA-JOHNSON SENIOR ADVANCEMENT STRATEGIST 40.00 X 186284 0 22706 WENDY WEICKER DIRECTOR OF SUPPORT SERVICES 40.00 X 177179 0 24616 NANCY GOLDBERG DIRECTOR OF ADMISSION K-6 40.00 X 167860 0 17154 GAYANE PETTIBONE DIR OF EDUCATIONAL SUPPORT 40.00 X 164884 0 28627 2338775 0 261160 59 0 1 0 DEL AMO CONSTRUCTION 23840 MADISON ST TORRANCE CA 90505 CONSTRUCTION 1527612 LEVIN & ASSOCIATES 700 SOUTH FLOWER ST SUITE 700 LOS ANGELES CA 90017 ARCHITECT 654494 A TEAM SECURITY INC 11454 SAN VICENTE BLVD LOS ANGELES CA 90049 CAMPUS SAFETY PERSONNEL 502373 DURAY JF DUNCAN INDUSTRIES INC 7125 WEST JEFFERSON AVE STE 350 LAKEWOOD CO 80235 CONSTRUCTION 490410 LEE'S MAINTENANCE SERVICE INC 14740 KESWICK ST VAN NUYS CA 91405 JANITORIAL SERVICES 463191 9 513740 3557760 421946 4071500 TUITION AND FEES 611710 37961556 37961556 AUXILIARY PROGRAMS 611710 1255574 1255574 OTHER REVENUE 611710 35014 35014 39252144 149802 149802 247081 0 247081 247081 247081 40010137 40011445 -1308 -1308 -1308 111946 513740 111946 0 43719219 39252144 0 395575 4812018 4812018 1611968 412199 1199769 18102753 14975329 1920614 1206810 939157 779403 97129 62625 3081303 2577375 354996 148932 1386502 1119028 181659 85815 33930 33930 153148 153148 9500 9500 118550 118550 500270 485810 14172 288 245035 52952 192083 355669 2667 304738 48264 877965 836701 24407 16857 1489189 1420862 41409 26918 3669 3669 215919 205771 6002 4146 2324278 2215037 64615 44626 294426 280588 8185 5653 FOOD SERVICES 1086648 1035575 30209 20864 EDUCATIONAL CLASSES 908438 908438 STUDENT ACTIVITIES 728740 728740 SECURITY 588425 560769 16358 11298 1601517 773696 826848 973 41469017 34130006 5453359 1885652 678 536 14822603 22990314 73605 48259 29248 96224 178118 562198 64525937 21631311 37262469 42894626 15198562 37582885 53364303 15904753 10285339 9205930 131214925 129285725 2824064 2924593 18530512 18446613 6400828 5546787 1208230 1868954 6061333 7011642 35024967 35798589 X 82497493 80561947 13692465 12925189 96189958 93487136 131214925 129285725 2250202 -4953024 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 39385093 1381903 -3391843 25794 37349359 29880935 2550902 8106720 1153464 39385093 28950411 1295141 629769 994386 29880935 25983731 1591535 2261110 885965 28950411 23639260 1124116 2013549 720501 72693 25983731 0.10000 0.22000 0.68000 0 0 18358498 18358498 44480805 20631716 23849089 1686634 999595 687039 42894626 CORPORATE BONDS 3351648 F ALTERNATIVE INVESTMENTS 12239861 F NON-US BONDS 313244 F 15904753 CONSTRUCTION IN PROGRESS 2354886 CONTRACTUAL TUITION RECEIVABLE 6851044 9205930 RESERVE FOR SELF-INSURANCE 83497 SECURITY DEPOSITS 26750 CONTRACTUAL DEFERRED TUITION 6851044 UNUSED HOT LUNCH 50351 7011642 X 33835627 -4953024 -4953024 38788651 118550 4812018 4930568 43719219 36538449 0 36538449 118550 4812018 4930568 41469017 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, 2022, 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 4,812,018. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION FINANCIAL AID 4,812,018. 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 NONDISCRIMINATORY POLICY IS PUBLICIZED ON THE OAKWOOD SCHOOL'S HOMEPAGE OF THEIR WEBSITE. GALA 625686 513740 111946 23170 88776 625686 513740 111946 23170 88776 111946 0 1 TUITION FINANCIAL AID 142 0 4812018 FMV DIRECT CREDIT TO STUDENT ACCOUNT PART I, LINE 2: 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. X 1 0 X X X X X 0 0 0 0 0 0 0 0 0 JAIME A DOMINGUEZ HEAD OF SCHOOL 490187 0 0 0 76559 0 14500 0 11110 0 592356 0 0 0 CHRISTOPHER B THOMAS CHIEF OPERATING OFFICER 300514 0 0 0 1017 0 17400 0 11373 0 330304 0 0 0 JAMES A ASTMAN PHD HEADMASTER EMERITUS 223682 0 0 0 8572 0 15823 0 18071 0 266148 0 0 0 KAREN M BOWLAND DIRECTOR OF FINANCE 203000 0 0 0 4404 0 16157 0 12482 0 236043 0 0 0 CRAIG ARTEAGA-JOHNSON SENIOR ADVANCEMENT STRATEGIST 185286 0 0 0 998 0 10075 0 12631 0 208990 0 0 0 WENDY WEICKER DIRECTOR OF SUPPORT SERVICES 170203 0 0 0 6976 0 13783 0 10833 0 201795 0 0 0 DENISE ROSS PRINCIPAL, ELEMENTARY SCHOOL 165092 0 0 0 6793 0 10020 0 12493 0 194398 0 0 0 GAYANE PETTIBONE DIR OF EDUCATIONAL SUPPORT 161427 0 0 0 3457 0 16066 0 12561 0 193511 0 0 0 WILLIAM PERKINS-TIFT PRINCIPAL, SECONDARY SCHOOL 162147 0 0 0 601 0 11010 0 17618 0 191376 0 0 0 NANCY GOLDBERG DIRECTOR OF ADMISSION K-6 161353 0 0 0 6507 0 16190 0 964 0 185014 0 0 0 PART I, LINE 1A THE HOS RECEIVED A HOUSING ALLOWANCE AND AUTO ALLOWANCE, BOTH OF WHICH ARE INCLUDED IN TAXABLE WAGES. A CALIFORNIA MUNICIPAL FINANCE AUTHORITY 201569466 NONEAVAIL 2016-05-06 8040915 PROVIDE FUNDS TO REFUND A PRIOR ISSUE 0 0 0 A 2494128 8040915 8040915 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 1 0 0 0 0 0 A 1 KAREN THOMAS SPOUSE OF COO 49003 EMPLOYMENT 0 JARED ROSS SON OF KEY EMPLOYEE 38070 EMPLOYMENT 0 X 19 421946 FMV 0 0 1 0 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS AND NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD'S AUDIT COMMITTEE MET AND REVIEWED THE FORM 990 ON APRIL 13, 2023. THE FORM 990 HAS BEEN MADE AVAILABLE TO ALL TRUSTEES PRIOR TO APRIL 30TH, 2023, 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 2021-2022 FISCAL YEAR. THE HEAD OF SCHOOL'S CONTRACT HAS BEEN REVIEWED AND APPROVED THROUGH JUNE 30, 2022. 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. HARTSOOK HOLDINGS LLC 11600 MAGNOLIA BLVD NORTH HOLLYWOOD CA 91601 REAL ESTATE PROPERTIES HELD FOR FUTURE SCHOOL EXPANSION - TEMPORARILY RENTED CA 218344 6815731 OAKWOOD SCHOOL