2025-05-01T18:55:42-05:00 2024-06-30 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2023-07-01 951698608 OAKWOOD SCHOOL OAKW 8187323000 11600 MAGNOLIA BLVD NORTH HOLLYWOOD CA 91601 CHRISTOPHER B THOMAS CHIEF OPERATING OFFICER 8187323000 2025-04-30 1 1 KATY BROWN P00650274 9257902600 2025-04-09 2023 2025-03-06 01:10:19Z JAIME DOMINGUEZ 11600 MAGNOLIA BLVD NORTH HOLLYWOOD CA 91601 86209074 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. 34 34 377 150 0 0 3172612 8438030 41459150 43996310 647438 1806225 767937 613523 46047137 54854088 5090660 5390021 0 0 27157965 28373531 0 0 2128180 13220529 13674124 45469154 47437676 577983 7416412 132822875 147237222 32859028 34430741 99963847 112806481 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 38537545 5390021 43996310 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. 38537545 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 0 1 0 1 0 0 0 1 0 1 0 0 0 1 115 0 1 377 1 0 0 0 0 0 1 1 0 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 CHRISTOPHER B THOMAS 8187323000 11600 MAGNOLIA BLVD NORTH HOLLYWOOD CA 91601 JOHN D JONES CHAIR 2.00 X X 0 0 0 ALEX SUSMAN PAST CHAIR 2.00 X X 0 0 0 MARCUS WILEY VICE CHAIR 2.00 X X 0 0 0 BRIAN DIAMOND TREASURER 2.00 X X 0 0 0 DAVID WEBER SECRETARY 2.00 X X 0 0 0 LORI HALL ARMSTRONG TRUSTEE 2.00 X 0 0 0 GABY ARVIZU TRUSTEE 2.00 X 0 0 0 MITCHELL BUTLER TRUSTEE 2.00 X 0 0 0 KEN FRITZ TRUSTEE 2.00 X 0 0 0 LES FROST TRUSTEE 2.00 X 0 0 0 DONALD GRANT TRUSTEE 2.00 X 0 0 0 MARTA KAUFFMAN TRUSTEE 2.00 X 0 0 0 COURTNEY KEMP TRUSTEE 2.00 X 0 0 0 ROBERT KONDRK TRUSTEE 2.00 X 0 0 0 DAVID LIPSEY TRUSTEE 2.00 X 0 0 0 BARBARA MARSHALL TRUSTEE 2.00 X 0 0 0 CARLOS MORAN TRUSTEE 2.00 X 0 0 0 LIZ NAFTALI TRUSTEE 2.00 X 0 0 0 MAYA OMAR TRUSTEE 2.00 X 0 0 0 IRA PIANKO TRUSTEE 2.00 X 0 0 0 LEE ROSENBAUM TRUSTEE 2.00 X 0 0 0 KARA SAX TRUSTEE 2.00 X 0 0 0 ZACH SUCHIN TRUSTEE 2.00 X 0 0 0 GARY SUMERS TRUSTEE 2.00 X 0 0 0 TREANI SWAIN TRUSTEE 2.00 X 0 0 0 HEIDI TAYLOR TRUSTEE 2.00 X 0 0 0 SYLVIA TORRES-GUILLEN TRUSTEE 2.00 X 0 0 0 ALONZO WICKERS TRUSTEE 2.00 X 0 0 0 GIDEON YU TRUSTEE 2.00 X 0 0 0 DANA SETTLE THRU 0624 TRUSTEE 2.00 X 0 0 0 MERYL CHAE THRU 06204 TRUSTEE 2.00 X 0 0 0 JAMIE BAKAL TRUSTEE (THRU 06/24) 2.00 X 0 0 0 MARK ROYBAL TRUSTEE (THRU 06/24) 2.00 X 0 0 0 MONIFA SIMS TRUSTEE (THRU 06/24) 2.00 X 0 0 0 JAIME A DOMINGUEZ HEAD OF SCHOOL 40.00 X 707232 0 29459 CHRISTOPHER B THOMAS CHIEF OPERATING OFFICER 40.00 X 340465 0 33056 KAREN M BOWLAND DIRECTOR OF FINANCE 40.00 X 226825 0 32207 CRAIG D ARTEAGA-JOHNSON SENIOR ADVANCEMENT STRATEGIST 40.00 X 200166 0 21986 WENDY J WEICKER DIRECTOR OF SUPPORT SERVICES 40.00 X 193897 0 29010 DENISE F ROSS PRINCIPAL, ELEMENTARY SCHOOL 40.00 X 187888 0 25316 ANGELIQUE M HARDY ASSISTANT DIRECTOR OF ATHLETICS & PE 40.00 X 178521 0 23240 NANCY J GOLDBERG DIRECTOR OF ADMISSIONS K-6 40.00 X 178508 0 18943 2213502 0 213217 79 0 1 0 LEE'S MAINTENANCE SERVICE INC 14740 KESWICK ST VAN NUYS CA 91405 JANITORIAL SERVICES 598645 PROFESSIONAL SECURITY CONSULTANTS 11454 SAN VICENTE BLVD LOS ANGELES CA 90049 CAMPUS SAFETY PERSONNEL 542278 NAVASARD MEJLUMYANCRYSTAL TOURS 6166 COLBATH AVE VAN NUYS CA 91401 TRANSPORTATION 449812 STUDENT TRANSPORTATION OF AMERICA 6414 HOLLISTER AVE GOLETA CA 93117 TRANSPORTATION 340110 WOLF 301 SCIENCE DRIVE SUITE 142 MOORPARK CA 93021 OUTDOOR EDUCATION PROVIDER 311618 12 21810 8416220 905876 8438030 TUITION AND FEES 611710 42388623 42388623 AUXILIARY PROGRAMS 611710 1553149 1553149 OTHER REVENUE 611710 54538 54538 43996310 1810633 1810633 343919 0 343919 343919 343919 31038208 31042616 -4408 -4408 -4408 581974 21810 312370 269604 269604 54854088 43996310 0 2419748 5390021 5390021 1383764 1237693 146071 20777676 16978735 2581914 1217027 1060887 869315 125634 65938 3598635 2887528 546598 164509 1552569 1241042 224694 86833 16057 16057 91760 91760 182312 182312 595152 567179 16546 11427 438045 166230 271815 352209 2130 322569 27510 900637 864881 27920 7836 1342103 1280204 37311 24588 5666 5666 177548 169203 4936 3409 2581325 2460003 71761 49561 351001 334504 9758 6739 STUDENT ACTIVITIES 1589446 1589446 EDUCATIONAL CLASSES 1277146 1277146 FOOD SERVICES 1131300 1086388 35070 9842 SECURITY 683027 650925 18988 13114 1959390 888895 1048534 21961 47437676 38537545 6771951 2128180 58 631 11046490 33157105 250925 4953246 70536 154054 966559 792123 65091632 19969222 42917281 45122410 57953036 44209101 13552360 11416617 6065630 7431935 132822875 147237222 3040144 3194399 18545155 19715559 4667630 4267964 1503859 1331945 5102240 5920874 32859028 34430741 X 85056259 90657504 14907588 22148977 99963847 112806481 132822875 147237222 7416412 5426222 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 41365718 699078 4949081 1513270 45500607 37349359 1143247 4312589 1439477 41365718 39385093 1381903 -3391843 25794 37349359 29880935 2550902 8106720 1153464 39385093 28950411 1295141 629769 994386 29880935 0.12636 0.20271 0.67093 0 0 18886325 18886325 44840799 19219111 25621688 1364508 750111 614397 45122410 ALTERNATIVE INVESTMENTS 11416617 F 11416617 CONSTRUCTION IN PROGRESS 1641054 CONTRACTUAL TUITION RECEIVABLE 5790881 7431935 RESERVE FOR SELF-INSURANCE 65400 SECURITY DEPOSITS 31650 CONTRACTUAL DEFERRED TUITION 5790881 UNUSED HOT LUNCH 32943 5920874 X 54707977 5426222 5426222 49281755 182312 5390021 5572333 54854088 41865343 0 41865343 182312 5390021 5572333 47437676 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, 2024, 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 5,390,021. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION FINANCIAL AID 5,390,021. 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 603784 21810 581974 128013 80102 24659 79596 603784 21810 581974 128013 80102 24659 79596 312370 269604 1 TUITION FINANCIAL AID 149 5390021 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 X 0 0 0 0 0 0 0 0 0 JAIME A DOMINGUEZ HEAD OF SCHOOL 516817 0 0 0 190415 0 16500 0 12959 0 736691 0 0 0 CHRISTOPHER B THOMAS CHIEF OPERATING OFFICER 329322 0 0 0 11143 0 19800 0 13256 0 373521 0 0 0 KAREN M BOWLAND DIRECTOR OF FINANCE 222350 0 0 0 4475 0 17788 0 14419 0 259032 0 0 0 WENDY J WEICKER DIRECTOR OF SUPPORT SERVICES 183336 0 0 0 10561 0 16360 0 12650 0 222907 0 0 0 CRAIG D ARTEAGA-JOHNSON SENIOR ADVANCEMENT STRATEGIST 199149 0 0 0 1017 0 10815 0 11171 0 222152 0 0 0 DENISE F ROSS PRINCIPAL, ELEMENTARY SCHOOL 180409 0 0 0 7479 0 11016 0 14300 0 213204 0 0 0 ANGELIQUE M HARDY ASSISTANT DIRECTOR OF ATHLETICS & PE 175238 0 0 0 3283 0 14019 0 9221 0 201761 0 0 0 NANCY J GOLDBERG DIRECTOR OF ADMISSIONS K-6 173007 0 0 0 5501 0 17360 0 1583 0 197451 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 3772951 8040915 8040915 2008 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 62513 EMPLOYMENT 0 X 15 905876 PUBLICLY TRADED EXCHANGE 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 18, 2025. THE FORM 990 HAS BEEN MADE AVAILABLE TO ALL TRUSTEES PRIOR TO APRIL 30TH, 2025, 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, 2027. 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 312286 10088834 OAKWOOD SCHOOL