2022-10-07T20:43:04-05:00 2022-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2021-07-01 951644019 HARVARD-WESTLAKE SCHOOL HARV 8189806692 3700 COLDWATER CANYON STUDIO CITY CA 91604 DAVID WEIL CHIEF FINANCIAL OFFICER 8189806692 2022-10-04 1 DAVID WEIL 999009999 KATY BROWN P00650274 9257902600 2022-09-30 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z RICHARD COMMONS 3700 COLDWATER CANYON STUDIO CITY CA 91604 136131874 0 X WWW.HW.COM X 1911 CA TO PROVIDE COLLEGE PREPARATORY CURRICULUM AND PROGRAMS FOR STUDENTS IN GRADES 7-12. 35 35 713 250 2448709 0 49226472 48963632 68104115 74449749 5629735 8679393 2811080 2890235 125771402 134983009 11813201 12859353 0 0 48644926 50892540 0 0 4680901 26015382 33310727 86473509 97062620 39297893 37920389 520783153 519427126 16422734 16986477 504360419 502440649 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 73286368 12859353 74449749 HARVARD-WESTLAKE SCHOOL PROVIDES JUNIOR HIGH AND HIGH SCHOOL EDUCATION FOR APPROXIMATELY 1,600 STUDENTS. 73286368 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 1 224 0 1 713 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 35 35 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 RICHARD COMMONS PRESIDENT 40.00 X 673334 0 157406 DAVID WEIL CHIEF FINANCIAL OFFICER 40.00 X 315760 0 46561 EDWARD HU CHIEF ADVANCEMENT OFFICER 40.00 X 283216 0 49737 JAMES DE MATTE CHIEF OF CAMPUS OPERATIONS 40.00 X 240046 0 62759 LAURA DAVIDSON ROSS ASSOCIATE HEAD OF SCHOOL 40.00 X 234807 0 49299 DAVID RUBEN DIRECTOR OF INFORMATION TECHNOLOGY 40.00 X 211865 0 49598 JONATHAN WIMBISH HEAD OF MIDDLE SCHOOL 40.00 X 208129 0 46091 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 JAE MIN CHANG TRUSTEE (LEFT 06/30/22) 1.00 X 0 0 0 JEAN-MARC CHAPUS 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 JANIS FELDMAN HORN TRUSTEE (LEFT 06/30/22) 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 ALAN LEVY TRUSTEE (LEFT 09/15/21) 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 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 CHARLES THORNTON TRUSTEE 1.00 X 0 0 0 SHIRLEY WANG TRUSTEE 1.00 X 0 0 0 2167157 0 461451 130 0 1 0 PACIFIC PLATINUM SERVICES INC 2624 BLOOM STREET SIMI VALLEY CA 93063 SECURITY AND JANITORIAL 2938152 HEALTHY CHOICE CATERING CORPORATION PO BOX 55574 SHERMAN OAKS CA 914130574 CATERING SERVICES 2142215 GENSLER 500 S FIGUEROA STREET LOS ANGELES CA 90071 ARCHITECTURAL 1969573 MISSION SCHOOL TRANSPORTATION 201 WEST SOTELLO STREET LOS ANGELES CA 90012 STUDENT TRANSPORTATION 1130437 MORTON CONSTRUCTION 2963 ALVARADO STREET OXNARD CA 93036 CONSTRUCTION 821252 26 48963632 1166839 48963632 TUITION AND FEES 611710 69574498 69574498 AUXILIARY SERVICES 611710 4875251 4875251 74449749 2657512 2657512 31550 0 31550 31550 31550 6021881 0 6021881 6021881 6021881 1558841 1148865 409976 409976 SPORTS FACILITY 713910 2448709 2448709 2448709 134983009 74449749 2448709 9120919 12859353 12859353 1235255 911465 252801 70989 37717888 27831132 7719152 2167604 3365277 2303617 888690 172970 5757396 4094678 1390108 272610 2816724 2031303 610969 174452 184817 184817 100000 100000 6012364 5290397 688845 33122 306716 66610 240106 1221737 267790 745052 208895 1121150 699259 391313 30578 6877469 3939605 2901494 36370 151759 135445 7275 9039 210910 187643 23159 108 8698871 8263927 347955 86989 1477819 265539 1199253 13027 INSTRUCTIONAL - DEPT 3234847 3234847 ADMINISTRATIVE 2695793 120125 1411626 1164042 AUXILIARY SERVICES 571675 570955 720 TRANSPORTATION 444800 279288 165512 97062620 73286368 19095351 4680901 1834903 3322351 33463600 53059509 48850082 60664091 850880 1052638 284338 296778 1221370 1066310 302234539 123439823 181833273 178794716 177541323 158636472 74834179 62481268 69205 52993 520783153 519427126 2379387 2774565 12785753 12879534 1257594 1332378 16422734 16986477 X 242900791 234315845 261459628 268124804 504360419 502440649 520783153 519427126 37920389 -39841245 1086 0 X X 0 1 X 1 0 X 26707608 29696449 23306578 49226472 48963632 177900739 26707608 29696449 23306578 49226472 48963632 177900739 37845085 140055654 2331282 3167028 3109098 2383107 2689062 13679577 104440 262255 0 366695 1543006 1589219 1497458 1263630 1558841 7452154 199399165 341193034 0.70240 0.69980 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM SALES OF INVENTORY - 2017 AMOUNT: $ 1,543,006. 2018 AMOUNT: $ 1,589,219. 2019 AMOUNT: $ 1,497,458. 2020 AMOUNT: $ 1,263,630. 2021 AMOUNT: $ 1,558,841. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 201819587 9688123 -24013847 6790956 180702907 148007391 4377984 56278497 6844285 201819587 146824570 1933665 4490475 5241319 148007391 129008927 8618105 13854572 4657034 146824570 97487935 20766070 14720731 3965809 129008927 0.00000 0.50770 0.49230 0 0 71677554 71677554 187091607 94482436 92609171 3378821 2064905 1313916 28281165 23361119 4920046 11805392 3531363 8274029 178794716 ALTERNATIVE INVESTMENTS 62481268 F 62481268 LIABILITY UNDER RETIREMENT AGREEMENTS 179949 ACCRUED RESERVE FOR MEDICAL CLAIMS 650000 STUDENT PROGRAM ACCOUNTS 502429 1332378 X 82964026 -39841245 -13326603 -53167848 136131874 -1148865 -1148865 134983009 84884882 1148865 1148865 83736017 13326603 13326603 97062620 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, 2022, 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 -13,326,603. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVENTORY COST OF GOODS SOLD -1,148,865. PART XII, LINE 2D - OTHER ADJUSTMENTS: INVENTORY COST OF GOODS SOLD 1,148,865. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 13,326,603. 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 335 12859353 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 598722 0 0 0 74612 0 122354 0 35052 0 830740 0 0 0 DAVID WEIL CHIEF FINANCIAL OFFICER 314500 0 0 0 1260 0 32425 0 14136 0 362321 0 0 0 EDWARD HU CHIEF ADVANCEMENT OFFICER 279604 0 0 0 3612 0 35601 0 14136 0 332953 0 0 0 JAMES DE MATTE CHIEF OF CAMPUS OPERATIONS 222001 0 0 0 18045 0 27707 0 35052 0 302805 0 0 0 LAURA DAVIDSON ROSS ASSOCIATE HEAD OF SCHOOL 232875 0 0 0 1932 0 27951 0 21348 0 284106 0 0 0 DAVID RUBEN DIRECTOR OF INFORMATION TECHNOLOGY 206462 0 0 0 5403 0 24758 0 24840 0 261463 0 0 0 JONATHAN WIMBISH HEAD OF MIDDLE SCHOOL 206902 0 0 0 1227 0 24743 0 21348 0 254220 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 $85,909 ACCRUED IN THE SEC. 457(F), NON-QUALIFED DEFERRED COMPENSATION PLAN, ESTABLISHED FOR THE PRESIDENT. X 126 1166839 FMV 0 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 SCHOOL'S FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST WITHOUT CHARGE. THE FORM 990 IS AVAILABLE AT WWW.GUIDESTAR.ORG, AND UPON REQUEST. THE SCHOOL DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY PUBLICLY AVAILABLE. PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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 2448709 44228797 HARVARD-WESTLAKE SCHOOL DOMUS 4297 LLC 4311 WILSHIRE BLVD SUITE 600 LOS ANGELES CA 90010 853035996 REAL ESTATE HOLDINGS CA 377493 7700000 HARVARD-WESTLAKE SCHOOL DOMUS 4100 LLC 4311 WILSHIRE BLVD SUITE 600 LOS ANGELES CA 90010 853589186 REAL ESTATE HOLDINGS CA 240551 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