2025-05-12T15:37:17-05:00 2024-06-30 941254756 HOOD & STRONG LLP 2580 N 1ST ST STE 460 SAN JOSE CA 95131 990 2023-07-01 942753220 WOODLAND SCHOOL WOOD 6508549065 360 LA CUESTA DRIVE PORTOLA VALLEY CA 94028 JENNIFER WARREN HEAD OF SCHOOL 6508549065 2025-05-12 1 1 MAGA E KISRIEV P01008919 4089988400 2023 2025-03-06 01:10:19Z JENNIFER WARREN 360 LA CUESTA DRIVE PORTOLA VALLEY CA 94028 15113247 0 X WWW.WOODLAND-SCHOOL.ORG X 1981 CA EDUCATIONAL INSTITUTE FOR PRESCHOOL THROUGH 8TH GRADE. 18 18 80 250 0 0 1959821 1990567 11992041 12604568 177673 450962 5048 0 14134583 15046097 946114 1232919 0 0 7002167 7851199 0 0 54167 4015757 4148604 11964038 13232722 2170545 1813375 32783363 33665240 26517953 25586455 6265410 8078785 X WOODLAND SCHOOL IS COMMITTED TO BRINGING OUT THE BEST IN EACH CHILD THROUGH A NURTURING OF BOTH INTELLECT AND CHARACTER. RIGOROUS ACADEMICS, INDIVIDUALIZED ATTENTION AND THE CORE VALUES OF CARING, RESPECT AND COMMUNITY COMBINE TO DEVELOP A LIFELONG LOVE OF LEARNING, INNOVATION AND LEADERSHIP. 0 0 9284857 1232919 12604568 WOODLAND IS AN INDEPENDENT DAY SCHOOL THAT OFFERS A JOYFUL APPROACH TO LEARNING IN A DIVERSE, RESPECTFUL, AND INCLUSIVE ENVIRONMENT FOR APPROXIMATELY 300 STUDENTS IN EARLY CHILDHOOD THROUGH EIGHTH-GRADE. WOODLAND SCHOOL SPECIALIZES IN EDUCATION THAT INSPIRES STUDENTS BY NURTURING EACH INDIVIDUAL'S VOICE, INTELLECT, AND CHARACTER. WITH RICH CONTENT AND AN EMPHASIS ON INQUIRY-BASED AND STUDENT-DRIVEN PROJECTS, STUDENTS ARE EMPOWERED AND ENCOURAGED TO BE ACTIVE AND ENGAGED LEARNERS. 9284857 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 22 0 1 80 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X JENNIFER WARREN 6508549065 360 LA CUESTA DRIVE PORTOLA VALLEY CA 94028 X FEDERICO ACABBI BOARD DIRECTOR 5.00 X 0 0 0 SHARON BINGER CHAIR OF GOVERNANCE COMMITTEE 5.00 X 0 0 0 JAMES BRUNDAGE BOARD TREASURER (THRU 05/15/24) 5.00 X X 0 0 0 SHARON CHANG BOARD CHAIR 5.00 X X 0 0 0 ALISON CHEUNG CHAIR OF AUDIT COMMITTEE 5.00 X 0 0 0 COLLEEN FALLS BOARD DIRECTOR 5.00 X 0 0 0 MICHELLE GABRIEL BORAD DIRECTOR (THRU 05/15/24) 5.00 X 0 0 0 JULIE GALLES BOARD DIRECTOR 5.00 X 0 0 0 MAC HARMAN BOARD DIRECTOR 5.00 X 0 0 0 ANNE HOECKER BOARD DIRECTOR 5.00 X 0 0 0 ABBY KIRIGIN ADVANCEMENT COMMITTEE CO-CHAIR 5.00 X 0 0 0 MICHAEL MASTRANDREA FACILITIES COMMITTEE CHAIR 5.00 X 0 0 0 STACY BROWN-PHILPOT BOARD DIRECTOR 5.00 X 0 0 0 SILVINA PUGLIESE BOARD DIRECTOR 5.00 X 0 0 0 RAMZI RAMSEY FINANCE COMMITTEE CHAIR 5.00 X 0 0 0 AIDA SOTO ADVANCEMENT COMMITTEE CO-CHAIR 5.00 X 0 0 0 GABE SWANK BOARD DIRECTOR 5.00 X 0 0 0 ANGIE WANG BOARD DIRECTOR 5.00 X 0 0 0 MICHAEL WALTERS BOARD DIRECTOR 5.00 X 0 0 0 LISA WIDUP BOARD SECRETARY 5.00 X X 0 0 0 JENNIFER WARREN HEAD OF SCHOOL 40.00 X 377050 0 50499 ERIN STEVENSON DIR OF DEVELOP & ALUMNI RELATIONS 40.00 X 160390 0 30027 VIVIAN CAI DIRECTOR OF FINANCE 40.00 X 159817 0 17641 CHAREA BUSTAMANTE MIDDLE SCHOOL DIVISION DIRECTOR 40.00 X 145815 0 17968 LAWRENCE EBLE FACILITIES DIRECTOR 40.00 X 127624 0 32023 KATIE KOENIG LOWER SCHOOL DIVISION DIRECTOR 40.00 X 147640 0 15553 1118336 0 163711 17 0 1 0 SOLAR TECHNOLOGIES 14 BETA COURT SAN RAMON CA 94583 SOLAR PANEL INSTALLATION & SERVICES 163398 SHELTON ROOFING CO INC 1988 LEGHORN STREET STE C MOUNTAIN VIEW CA 94043 RE-ROOFING 150090 PROFESSIONAL CLEANING SERVICES INC 740 CAMDEN AVE CAMPBELL CA 95008 JANITORIAL SERVICES 147137 SHEPPARD MULLIN RICHTER HAMPTON LLP 333 SOUTH HOPE STREET 43F LOS ANGELES CA 90071 CUP LEGAL EXPENSES 120164 4 294205 300136 1396226 32553 1990567 TUITION & FEES 611600 11713515 11713515 AUXILIARY PROGRAM REV. 611600 871015 871015 OTHER PROGRAM REVENUE 611600 20038 20038 12604568 450962 450962 67150 294205 67150 0 15046097 12604568 0 450962 1232919 1232919 460063 460063 5972141 4396568 1575573 240052 181196 58856 724613 552913 171700 454330 318031 136299 423462 423462 70598 70598 153408 128882 24526 54218 54218 196895 13875 171868 11152 154643 154643 1530687 1148015 382672 12020 12020 635501 476626 158875 115783 86837 28946 SCHOOL EVENTS & PROGRAM 382095 382095 INSTRUCTIONAL SUPPLIES 254111 254111 PROFESSIONAL DEVELOP. 72485 57807 14678 ADMISSION EVENTS 43316 43316 49382 17201 13692 18489 13232722 9284857 3893698 54167 753610 234296 10113583 11918673 2646947 3009356 367 474 243217 301303 10636786 4155338 6670126 6481448 22666 52503 12332847 11667187 32783363 33665240 512395 573336 10666590 11243768 1000000 0 14338968 13769351 26517953 25586455 X 5582072 7074472 683338 1004313 6265410 8078785 32783363 33665240 1813375 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 300000 6640 5000 301640 0.00000 1.00000 0.00000 0 0 762955 294751 468204 8091672 3134608 4957064 1619251 699387 919864 162908 26592 136316 6481448 DEPOSITS 71750 RIGHT-OF-USE LEASED ASSET 11595437 11667187 OPERATING LEASE OBLIGATIONS 13769351 13769351 X 13813178 -1232919 -1232919 15046097 0 15046097 11999803 0 11999803 1232919 1232919 13232722 PART V, LINE 4: THE SCHOOL HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT WILL ULTIMATELY PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. PART X, LINE 2: THE SCHOOL IS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE CALIFORNIA REVENUE AND TAXATION CODE. MANAGEMENT EVALUATED THE SCHOOL'S TAX POSITIONS AND CONCLUDED THAT THE SCHOOL HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID RECLASSIFIED TO EXPENSES -1,232,919. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID RECLASSIFIED TO EXPENSES 1,232,919. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLICIZED ITS RACIALLY NONDISCRIMINATORY POLICY IN THE LOCAL NEWSPAPER, ON THE SCHOOL WEBSITE, AND IN ITS APPLICATION AND ADMISSION FORMS. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVED $300,136 FROM THE EMPLOYEE RETENTION CREDIT (ERC) FUNDING PROGRAM THROUGH THE DEPARTMENT OF TREASURY FOR THE YEAR ENDED JUNE 30, 2024. GALA AUCTION 361355 294205 67150 30467 36683 361355 294205 67150 30467 36683 67150 0 1 FINANCIAL AID 45 1232919 PART I, LINE 2: CURRENT AND APPLICANT FAMILIES COMPLETE AN APPLICATION TO BE CONSIDERED FOR FINANCIAL AID AT WOODLAND. THE SCHOOL USES CLARITY IN COLLABORATION WITH THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS. THE PROPRIETARY SOFTWARE USES DATA PROVIDED BY FAMILIES TO DETERMINE THEIR ELIGIBILITY FOR FINANCIAL AID AWARDS. WOODLAND'S HEAD OF SCHOOL, DIRECTOR OF FINANCE, AND DIRECTOR OF ADMISSION AND TUITION ASSISTANCE ARE THE COMMITTEE THEN REVIEWS EACH FILE FOR ACCURACY AND COMPLETENESS BEFORE ALLOCATING THE FUNDING IN THE BUDGET TO FAMILIES. FAMILIES ARE PROVIDED AWARD LETTERS AND ACCEPT OR DECLINE THE FUNDING PROVIDED. X X X X X 0 0 0 0 0 0 0 0 0 JENNIFER WARREN HEAD OF SCHOOL 327050 0 50000 0 0 0 35929 0 14570 0 427549 0 0 0 ERIN STEVENSON DIR OF DEVELOP & ALUMNI RELATIONS 160390 0 0 0 0 0 6448 0 23579 0 190417 0 0 0 VIVIAN CAI DIRECTOR OF FINANCE 159817 0 0 0 0 0 3272 0 14369 0 177458 0 0 0 CHAREA BUSTAMANTE MIDDLE SCHOOL DIVISION DIRECTOR 145815 0 0 0 0 0 5893 0 12075 0 163783 0 0 0 KATIE KOENIG LOWER SCHOOL DIVISION DIRECTOR 147640 0 0 0 0 0 3774 0 11779 0 163193 0 0 0 LAWRENCE EBLE FACILITIES DIRECTOR 127624 0 0 0 0 0 5169 0 26854 0 159647 0 0 0 40085 TUITION REMISSION TUITION REMISSION X 5 32553 FMV 0 0 0 0 SCHEDULE M, PART I, COLUMN (B): THE COLUMN REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO AND REVIEWED BY THE WOODLAND SCHOOL'S AUDIT COMMITTEE, ALONG WITH THE PAID PREPARER, PRIOR TO FILING. A COPY OF THE FORM 990, EXCLUDING SCHEDULE B, IS ALSO DISTRIBUTED TO ALL MEMBERS OF THE GOVERNING BODY (BOARD OF TRUSTEES). FORM 990, PART VI, SECTION B, LINE 12C AT THE BEGINNING OF EACH SCHOOL YEAR, THE BOARD OF TRUSTEES AND DIRECTORS OF THE SCHOOL REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN PAPERWORK NOTING ANY CONFLICTS THAT EXIST. THE GOVERNANCE COMMITTEE REVIEWS THE INFORMATION TO DETERMINE HOW TO MONITOR COMPLIANCE SHOULD A CONFLICT EXIST. TO DATE, THE SCHOOL HAS NOT BEEN IN A SITUATION THAT HAS REQUIRED A SPECIFIC ACCOMMODATION. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD CHAIR AND A MEMBER OF THE GOVERNANCE COMMITTEE MAKE UP THE EVALUATION AND COMPENSATION COMMITTEE FOR THE HEAD OF SCHOOL. ANNUALLY, THEY REVIEW PEER DATA COMPILED BY THE EXECUTIVE DIRECTOR OF THE CALIFORNIA ASSOCIATION FOR INDEPENDENT SCHOOLS. EVALUATION DATA FROM SURVEYS COMPLETED BY THE BOARD OF TRUSTEES AND DIRECT REPORTS ARE SHARED WITH THE BOARD AND COMPENSATION DECISIONS ARE MADE IN EXECUTIVE SESSION. FORM 990, PART VI, SECTION C, LINE 19 WOODLAND SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE PROVIDED UPON WRITTEN REQUEST TO HEAD OF SCHOOL FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D) AND ON THE GUIDESTAR WEBSITE. FORM 990, PART VII, SECTION A, COLUMN (B): THE HOURS OF INVOLVEMENT IN PART VII REFLECT A BEST ESTIMATE OF A TRUSTEE'S WEEKLY AVERAGE OF HOURS SPENT OVER TIME AND FOR A TYPICAL BOARD MEMBER. HOWEVER, THERE MAY BE TIME PERIODS WHEN THE WEEKLY HOURS MAY VARY FROM THE FIGURES REFLECTED (PERHAPS MEANINGFULLY) AND/OR INDIVIDUALS FOR WHOM THERE IS MORE OR LESS VARIABILITY.