2022-05-02T18:47:45-05:00 2021-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2020-07-01 951698608 OAKWOOD SCHOOL OAKW 8187323000 11600 MAGNOLIA BLVD NORTH HOLLYWOOD CA 91601 CHRISTOPHER B THOMAS CHIEF OPERATING OFFICER 8187323000 2022-05-02 1 CHRISTOPHER THOMAS 999009999 KATY BROWN P00650274 9257902600 2022-04-19 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JAIME DOMINGUEZ 11600 MAGNOLIA BLVD NORTH HOLLYWOOD CA 91601 54888588 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. 26 26 344 100 0 0 3271226 3362276 35576576 36295490 583331 145712 591926 708909 40023059 40512387 3948016 4619503 0 0 21998266 23266870 0 0 1667249 10049076 9002771 35995358 36889144 4027701 3623243 108162934 131214925 26400956 35024967 81761978 96189958 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 30106537 4619503 36295490 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. 30106537 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 72 0 1 344 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 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 CHAE MERYL CHAIR 4.00 X X 0 0 0 KAUFFMAN MARTA PAST CHAIR 2.00 X X 0 0 0 SUSMAN ALEX VICE CHAIR 2.00 X X 0 0 0 MARKOWITZ JEFF TREASURER 2.00 X X 0 0 0 BAKAL JAMIE TRUSTEE 2.00 X 0 0 0 DIAMOND BRIAN SECRETARY 2.00 X X 0 0 0 FRITZ KEN TRUSTEE 2.00 X 0 0 0 JONES JOHN D TRUSTEE 2.00 X 0 0 0 GREUEL WENDY 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 MARSHALL MICHAEL TRUSTEE 2.00 X 0 0 0 MAZUR LINDA 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 RODRIGUEZ REY TRUSTEE 2.00 X 0 0 0 ROYBAL MARK TRUSTEE 2.00 X 0 0 0 SHERAK WILLIAM 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 SETTLE DANA TRUSTEE 2.00 X 0 0 0 WEBER DAVID TRUSTEE 2.00 X 0 0 0 WASSER LAURA TRUSTEE 2.00 X 0 0 0 ARMSTRONG LORI HALL TRUSTEE 2.00 X 0 0 0 JAIME A DOMINGUEZ HEAD OF SCHOOL 40.00 X 549567 0 25097 CHRISTOPHER B THOMAS CHIEF OPERATING OFFICER 40.00 X 290411 0 27987 KAREN M BOWLAND DIR OF FINANCE 40.00 X 199953 0 26075 DENISE ROSS PRINCIPAL, ELEM. SCHOOL 40.00 X 164682 0 21992 WILLIAM PERKINS-TIFT PRINCIPAL, SECONDARY SCHOOL 40.00 X 154131 0 27989 JAMES A ASTMAN PHD HEADMASTER EMERITUS 40.00 X 232433 0 33733 WENDY WEICKER DIRECTOR OF SUPPORT SERVIC 40.00 X 171556 0 23258 ERIC LEE DIRECTOR OF INFORMATION SY 40.00 X 164799 0 15196 NANCY GOLDBERG DIRECTOR OF ADMISSION K-6 40.00 X 162927 0 16618 GAYANE PETTIBONE DIR OF EDUCATIONAL SUPPORT 40.00 X 161565 0 28184 2252024 0 246129 57 0 1 0 A TEAM SECURITY INC 11454 SAN VICENTE BLVD LOS ANGELES CA 90049 CAMPUS SAFETY PERSONNEL 446619 LEVIN & ASSOCIATES 700 SOUTH FLOWERS ST LOS ANGELES CA 90017 ARCHITECT 343719 LEE'S MAINTENANCE SERVICE INC 14740 KESWICK ST VAN NUYS CA 91405 JANITORIAL SERVICES 255611 HERK EDWARDS INC 23822 HAWTHORNE BLVD TORRANCE CA 90505 CONSTRUCTION 208695 WORLDSTRIDES 218 WEST WATER STREET CHARLOTTESVILLE VA 22902 OUTDOOR EDUCATION PROVIDER 128228 8 53357 3308919 176908 3362276 TUITION AND FEES 611710 36205948 36205948 AUXILIARY PROGRAMS 611710 77381 77381 OTHER REVENUE 611710 12161 12161 36295490 146413 146413 218079 0 218079 218079 218079 14279155 14279856 -701 -701 -701 587175 53357 96345 490830 490830 40512387 36295490 0 854621 4619503 4619503 1554086 397199 1156887 17015767 13908323 1937436 1170008 889230 732776 104729 51725 2496907 1972681 377675 146551 1310880 1048344 180186 82350 25863 25863 43279 43279 111997 111997 399051 380296 11093 7662 82709 29318 53391 248721 190065 58656 1070680 1019625 29743 21312 913412 704434 194882 14096 4901 4901 235920 224832 6558 4530 2295297 2187418 63809 44070 376311 363711 10583 2017 EDUCATIONAL CLASSES 635695 635695 TUITION REMISSION 614385 614385 SECURITY 452794 431513 12587 8694 MISCELLANEOUS 290568 288693 1875 1201188 865802 335074 312 36889144 30106537 5115358 1667249 475 678 10633578 14822603 94394 73605 238724 29248 164763 178118 57316032 20053563 38210730 37262469 14695046 15198562 42250197 53364303 1875027 10285339 108162934 131214925 2496033 2824064 15505987 18530512 6742243 6400828 1561311 1208230 95382 6061333 26400956 35024967 X 71431085 82497493 10330893 13692465 81761978 96189958 108162934 131214925 3623243 10804737 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29880935 2550902 8106720 1153464 39385093 28950411 1295141 629769 994386 29880935 25983731 1591535 2261110 885965 28950411 23639260 1124116 2013549 720501 72693 25983731 20323292 1326814 2722493 667991 65348 23639260 0.12000 0.18000 0.70000 0 0 16878363 16878363 38266710 18929589 19337121 2170959 1123974 1046985 37262469 MULTI-STRATEGY EQUITY FUND 33082547 F MULTI-STRATEGY BOND FUND 17674908 F CORPORATE BONDS 2606848 F 53364303 CONSTRUCTION IN PROGRESS 4350256 CONTRACTUAL TUITION RECEIVABLE 5935083 10285339 RESERVE FOR SELF-INSURANCE 100000 SECURITY DEPOSITS 26250 CONTRACTUAL DEFERRED TUITION 5935083 6061333 X 46681969 10804737 96345 10901082 35780887 111997 4619503 4731500 40512387 32253989 96345 96345 32157644 111997 4619503 4731500 36889144 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, 2021, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 96,345. PART XI, LINE 4B - OTHER ADJUSTMENTS: TUITION FINANCIAL AID 4,619,503. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 96,345. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION FINANCIAL AID 4,619,503. 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 (VIRTUAL) 640532 53357 587175 96345 640532 53357 587175 96345 96345 490830 1 TUITION FINANCIAL AID 161 4619503 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 X X X X 0 0 0 0 0 0 0 0 0 JAIME A DOMINGUEZ HEAD OF SCHOOL 548008 0 0 0 1559 0 14250 0 10847 0 574664 0 0 0 CHRISTOPHER B THOMAS CHIEF OPERATING OFFICER 289394 0 0 0 1017 0 16889 0 11098 0 318398 0 0 0 JAMES A ASTMAN PHD HEADMASTER EMERITUS 223861 0 0 0 8572 0 15823 0 17910 0 266166 0 0 0 KAREN M BOWLAND DIR OF FINANCE 195700 0 0 0 4253 0 13692 0 12383 0 226028 0 0 0 WENDY WEICKER DIRECTOR OF SUPPORT SERVIC 164854 0 0 0 6702 0 12539 0 10719 0 194814 0 0 0 GAYANE PETTIBONE DIR OF EDUCATIONAL SUPPORT 158223 0 0 0 3342 0 15732 0 12452 0 189749 0 0 0 DENISE ROSS PRINCIPAL, ELEM. SCHOOL 158209 0 0 0 6473 0 9600 0 12392 0 186674 0 0 0 WILLIAM PERKINS-TIFT PRINCIPAL, SECONDARY SCHOOL 153561 0 0 0 570 0 10500 0 17489 0 182120 0 0 0 ERIC LEE DIRECTOR OF INFORMATION SY 163600 0 0 0 1199 0 14535 0 661 0 179995 0 0 0 NANCY GOLDBERG DIRECTOR OF ADMISSION K-6 156653 0 0 0 6274 0 15708 0 910 0 179545 0 0 0 A CALIFORNIA MUNICIPAL FINANCE AUTHORITY 201569466 NONEAVAIL 2016-05-06 8040915 PROVIDE FUNDS TO REFUND A PRIOR ISSUE 0 0 0 A 1640087 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 37971 EMPLOYMENT 0 JARED ROSS SON OF KEY EMPLOYEE 14597 EMPLOYMENT 0 X 6 176908 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 19TH, 2022. THE FORM 990 HAS BEEN MADE AVAILABLE TO ALL TRUSTEES PRIOR TO APRIL 30TH, 2022, 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. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. HARTSOOK HOLDINGS LLC 11600 MAGNOLIA BLVD NORTH HOLLYWOOD CA 91601 REAL ESTATE PROPERTIES HELD FOR FUTURE SCHOOL EXPANSION - TEMPORARILY RENTED CA 189137 2452000 OAKWOOD SCHOOL