2023-10-09T01:59:06-05:00 2023-06-30 946214841 ARMANINO LLP 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2022-07-01 951644019 HARVARD-WESTLAKE SCHOOL HARV 8189806692 3700 COLDWATER CANYON STUDIO CITY CA 91604 DAVID WEIL CHIEF FINANCIAL OFFICER 8189806692 2023-10-04 1 DAVID WEIL 999009999 1 KATY BROWN P00650274 9257902600 2023-10-04 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RICHARD COMMONS 3700 COLDWATER CANYON STUDIO CITY CA 91604 156718807 0 X WWW.HW.COM X 1911 CA TO PROVIDE COLLEGE PREPARATORY CURRICULUM AND PROGRAMS FOR STUDENTS IN GRADES 7-12. 34 34 755 250 2130511 0 48963632 61346214 74449749 79181844 8679393 12248730 2890235 2666599 134983009 155443387 12859353 13210869 0 0 50892540 53240503 0 0 4907911 33310727 36640874 97062620 103092246 37920389 52351141 519427126 582888639 16986477 17404768 502440649 565483871 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 77470588 13210869 79181844 HARVARD-WESTLAKE SCHOOL PROVIDES JUNIOR HIGH AND HIGH SCHOOL EDUCATION FOR APPROXIMATELY 1,600 STUDENTS. 77470588 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 1 230 0 1 755 1 1 1 0 0 0 0 1 1 1 2 0 0 0 0 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 JOHN WEISSENBACH 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 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 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 1.00 X 0 0 0 ALFRED OSBORNE TRUSTEE (LEFT 6/30/23) 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 SHIRLEY WANG TRUSTEE 1.00 X 0 0 0 RICHARD COMMONS PRESIDENT 40.00 X 695453 0 201248 DAVID WEIL CHIEF FINANCIAL OFFICER 40.00 X 341205 0 53546 EDWARD HU HEAD OF EXTERNAL RELATIONS 40.00 X 294904 0 52498 JAMES DE MATTE CHIEF OF CAMPUS OPERATIONS 40.00 X 252074 0 67854 LAURA DAVIDSON ROSS ASSOCIATE HEAD OF SCHOOL 40.00 X 242272 0 86853 DAVID RUBEN DIRECTOR OF I.T. 40.00 X 220520 0 53524 DAVID MINTZ DIRECTOR OF OPERATIONS 40.00 X 218365 0 40177 2264793 0 555700 155 0 1 0 HEALTHY CHOICE CATERING CORPORATION PO BOX 55574 SHERMAN OAKS CA 914130574 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 61346214 48028151 61346214 TUITION AND FEES 611710 73856517 73856517 AUXILIARY SERVICES 611710 5325327 5325327 79181844 5530096 5530096 39300 0 39300 39300 39300 6718634 0 6718634 6718634 6718634 1772208 1275420 496788 496788 SPORTS FACILITY 713910 2130511 2130511 2130511 155443387 79181844 2130511 12784818 13210869 13210869 1301062 177823 900960 222279 39929955 29876178 7929761 2124016 3515684 2567519 750016 198149 5514331 3661099 1596486 256746 2979471 2134379 665664 179428 116305 116305 105000 105000 6002398 5616427 350607 35364 528814 159067 369747 929102 350333 345474 233295 1891412 989469 901943 5414610 4921680 448098 44832 263073 227030 8552 27491 617912 592103 23188 2621 8235983 7824184 329439 82360 1503551 222911 1270943 9697 INSTRUCTIONAL - DEPT 3994757 3994757 ADMINISTRATIVE 2798638 54029 1622723 1121886 AUXILLARY SERVICES 2449224 707698 1741526 BAD DEBT 1392856 1392856 397239 342100 55139 103092246 77470588 20713747 4907911 3322351 3732758 53059509 75275089 60664091 80653131 1052638 1017241 296778 435022 1066310 1195159 309324577 130673944 178794716 178650633 158636472 196680614 62481268 44798132 52993 450860 519427126 582888639 2774565 2366668 12879534 13749898 1332378 1288202 16986477 17404768 X 234315845 239844507 268124804 325639364 502440649 565483871 519427126 582888639 52351141 10692081 0 X 0 1 X 1 0 X 29696449 23306578 49226472 48963632 61346214 212539345 29696449 23306578 49226472 48963632 61346214 212539345 53984388 158554957 3167028 3109098 2383107 2689062 5569396 16917691 104440 262255 366695 1589219 1497458 1263630 1558841 1772208 7681356 237505087 356237688 0.66760 0.70240 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM SALES OF INVENTORY - 2018 AMOUNT: $ 1,589,219. 2019 AMOUNT: $ 1,497,458. 2020 AMOUNT: $ 1,263,630. 2021 AMOUNT: $ 1,558,841. 2022 AMOUNT: $ 1,772,208. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 180702907 6915847 16952514 6951903 197619365 201819587 9688123 -24013847 6790956 180702907 148007391 4377984 56278497 6844285 201819587 146824570 1933665 4490475 5241319 148007391 129008927 8618105 13854572 4657034 146824570 0.49928 0.50072 0 0 71677554 71677554 187254863 100245180 87009683 3434661 2250762 1183899 28651070 24646639 4004431 18306429 3531363 14775066 178650633 ALTERNATIVE INVESTMENTS 44798132 F 44798132 LIABILITY UNDER RETIREMENT AGREEMENTS 153704 ACCRUED RESERVE FOR MEDICAL CLAIMS 650000 STUDENT PROGRAM ACCOUNTS 484498 1288202 X 154200019 10692081 -13210869 -2518788 156718807 -1275420 -1275420 155443387 91156797 1275420 1275420 89881377 13210869 13210869 103092246 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, 2023, 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 -13,210,869. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVENTORY COST OF GOODS SOLD -1,275,420. PART XII, LINE 2D - OTHER ADJUSTMENTS: INVENTORY COST OF GOODS SOLD 1,275,420. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 13,210,869. 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 341 13210869 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 625178 0 0 0 70275 0 130176 0 71072 0 896701 0 0 0 DAVID WEIL CHIEF FINANCIAL OFFICER 339945 0 0 0 1260 0 34388 0 19158 0 394751 0 0 0 EDWARD HU HEAD OF EXTERNAL RELATIONS 291292 0 0 0 3612 0 37354 0 15144 0 347402 0 0 0 LAURA DAVIDSON ROSS ASSOCIATE HEAD OF SCHOOL 240340 0 0 0 1932 0 30781 0 56072 0 329125 0 0 0 JAMES DE MATTE CHIEF OF CAMPUS OPERATIONS 232575 0 0 0 19499 0 29682 0 38172 0 319928 0 0 0 DAVID RUBEN DIRECTOR OF I.T. 214976 0 0 0 5544 0 26560 0 26964 0 274044 0 0 0 DAVID MINTZ DIRECTOR OF OPERATIONS 209025 0 0 0 9340 0 25033 0 15144 0 258542 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 $91,923 ACCRUED IN THE SEC. 457(F), NON-QUALIFED DEFERRED COMPENSATION PLAN, ESTABLISHED FOR THE PRESIDENT. X 83 48020597 FMV X BITCOIN (BTC) CRYPTO CURRENCY 2 7554 SALES PRICE 2 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 0 0 HARVARD-WESTLAKE SCHOOL DOMUS PRIMUS LLC 12100 WILSHIRE BLVD SUITE 1090 LOS ANGELES CA 90025 800876606 REAL ESTATE HOLDINGS CA 0 4131745 HARVARD-WESTLAKE SCHOOL 4141 WHITSETT LLC 3700 COLDWATER AVE STUDIO CITY CA 91604 824987244 REAL ESTATE HOLDINGS CA 2130511 43953638 HARVARD-WESTLAKE SCHOOL DOMUS 4297 LLC 4311 WILSHIRE BLVD SUITE 600 LOS ANGELES CA 90010 853035996 REAL ESTATE HOLDINGS CA 317197 7700000 HARVARD-WESTLAKE SCHOOL DOMUS 4100 LLC 4311 WILSHIRE BLVD SUITE 600 LOS ANGELES CA 90010 853589186 REAL ESTATE HOLDINGS CA 233290 6320000 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