2021-10-14T13:52:06-05:00 2021-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2020-07-01 951644019 HARVARD-WESTLAKE SCHOOL HARV 8189806692 3700 COLDWATER CANYON STUDIO CITY CA 91604 DAVID S WEIL CHIEF FINANCIAL OFFICER 8189806692 2021-10-11 1 DAVID WEIL 999009999 KATY BROWN P00650274 9257902600 2021-10-11 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z RICHARD B COMMONS 3700 COLDWATER CANYON STUDIO CITY CA 91604 126734689 0 X WWW.HW.COM X 1911 CA TO PROVIDE COLLEGE PREPARATORY CURRICULUM AND PROGRAMS FOR STUDENTS IN GRADES 7-12. 37 37 652 250 2506012 0 23306578 49226472 68127939 68104115 4582581 5629735 1801306 2811080 97818404 125771402 11067126 11813201 0 0 45912697 48644926 0 0 3461029 31662256 26015382 88642079 86473509 9176325 39297893 413730628 520783153 15052421 16422734 398678207 504360419 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 64891953 11813201 68104115 HARVARD-WESTLAKE SCHOOL PROVIDES JUNIOR HIGH AND HIGH SCHOOL EDUCATION FOR 1,624 STUDENTS. 64891953 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 1 194 0 1 652 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 37 37 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 M 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 X 0 0 0 ROBERT D BEYER TRUSTEE 1.00 X 0 0 0 PETER S BING TRUSTEE 1.00 X 0 0 0 JAE MIN CHANG TRUSTEE 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 W EDGERTON TRUSTEE 1.00 X 0 0 0 JANE B EISNER TRUSTEE 1.00 X 0 0 0 DAVID I FISHER TRUSTEE 1.00 X 0 0 0 ERIC R GAREN TRUSTEE 1.00 X 0 0 0 JONI IVY HAMILTON TRUSTEE 1.00 X 0 0 0 JEFFREY HARLESTON TRUSTEE 1.00 X 0 0 0 CHRISTINE U HAZY TRUSTEE (LEFT 06/30/21) 1.00 X 0 0 0 PHILIP HOLTHOUSE TRUSTEE 1.00 X 0 0 0 JANIS FELDMAN HORN TRUSTEE 1.00 X 0 0 0 JEAN KAPLAN TRUSTEE 1.00 X 0 0 0 STEPHEN M KECK TRUSTEE 1.00 X 0 0 0 ROBERT KOTICK TRUSTEE 1.00 X 0 0 0 ALAN D LEVY TRUSTEE 1.00 X 0 0 0 ROBERT K MALONEY MD TRUSTEE 1.00 X 0 0 0 CHARLES T MUNGER TRUSTEE 1.00 X 0 0 0 SARAH MURDOCH TRUSTEE (LEFT 06/30/21) 1.00 X 0 0 0 ALFRED E OSBORNE JR 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 MARIO RODRIGUEZ TRUSTEE (LEFT 06/30/21) 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 B THORNTON JR TRUSTEE 1.00 X 0 0 0 SHIRLEY WANG TRUSTEE 1.00 X 0 0 0 RICHARD B COMMONS PRESIDENT 40.00 X 642162 0 151229 DAVID SIMON WEIL III CHIEF FINANCIAL OFFICER 40.00 X 287510 0 46103 LAURA DAVIDSON ROSS ASSOCIATE HEAD OF SCHOOL 40.00 X 206276 0 49418 EDWARD W HU CHIEF ADVANCEMENT OFFICER 40.00 X 264945 0 47262 JAMES DE MATTE CHIEF OF CAMPUS OPERATIONS 40.00 X 226652 0 61614 DAVID J RUBEN DIRECTOR OF COMPUTER SERVI 40.00 X 202579 0 48567 JONATHAN WIMBISH HEAD OF MIDDLE SCHOOL 40.00 X 195739 0 44353 BRIAN BOUCHEY CONTROLLER 40.00 X 188103 0 35874 2213966 0 484420 90 0 1 0 PACIFIC PLATINUM SERVICES INC 2624 BLOOM STREET SIMI VALLEY CA 93063 SECURITY AND JANITORIAL 3183127 MORTON CONSTRUCTION 2963 ALVARADO ST OXNARD CA 93036 CONSTRUCTION 2446130 ANDERSON DATA & ELECTRIC 7645 EISENHOWER STREET VENTURA CA 93003 CONSTRUCTION 1772866 HEALTHY CHOICE CATERING CORPORATION PO BOX 55574 SHERMAN OAKS CA 914130574 CATERING SERVICES 1195931 MISSION SCHOOL TRANSPORTATION 201 WEST SOTELLO STREET LOS ANGELES CA 90012 STUDENT TRANSPORTATION 1082211 21 49226472 4311921 49226472 TUITION AND FEES 611710 66464566 66464566 AUXILIARY SERVICES 611710 1639549 1639549 68104115 2378382 2378382 4725 0 4725 4725 4725 3251353 0 3251353 3251353 3251353 1263630 963287 300343 300343 SPORTS FACILITY 713910 2506012 2506012 2506012 125771402 68104115 2506012 5934803 11813201 11813201 1768123 301495 1018417 448211 35345619 26945894 6804284 1595441 3363685 2517945 845653 87 5362024 3648127 1457076 256821 2805475 2012195 634857 158423 116836 116836 100000 100000 4243700 3537797 672213 33690 219870 53947 165923 999136 242945 543785 212406 957370 574177 354657 28536 5727236 2718746 2981636 26854 14446 7048 6626 772 50676 33563 16363 750 8941714 8494628 357669 89417 1365560 185446 1169424 10690 INSTRUCTIONAL - DEPT 1429158 1429158 ADMINISTRATIVE 1335948 17505 885435 433008 AUXILIARY SERVICES 412083 412083 TRANSPORTATION 101649 101649 86473509 64891953 18120527 3461029 2576384 1834903 28447115 33463600 31589225 48850082 413569 850880 266949 284338 1164889 1221370 298013725 116180452 170141845 181833273 126121231 177541323 52972125 74834179 37296 69205 413730628 520783153 2023469 2379387 11852802 12785753 1176150 1257594 15052421 16422734 X 214932581 242900791 183745626 261459628 398678207 504360419 413730628 520783153 X 39297893 67668899 -1284580 X X 0 1 X 1 0 X 26695211 26707608 29696449 23306578 49226472 155632318 26695211 26707608 29696449 23306578 49226472 155632318 32362161 123270157 1449497 2331282 3167028 3109098 2378382 12435287 104440 262255 366695 1824483 1543006 1589219 1497458 1263630 7717796 176152096 329239749 0.69980 0.71580 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM FUNDRAISING - 2016 AMOUNT: $ 109,214. GROSS INCOME FROM SALES OF INVENTORY - 2016 AMOUNT: $ 1,715,269. 2017 AMOUNT: $ 1,543,006. 2018 AMOUNT: $ 1,589,219. 2019 AMOUNT: $ 1,497,458. 2020 AMOUNT: $ 1,263,630. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 148007391 4377984 56278497 6844285 201819587 146824570 1933665 4490475 5241319 148007391 129008927 8618105 13854572 4657034 146824570 97487935 20766070 14720731 3965809 129008927 77997591 5702936 16911209 3123801 97487935 0.00000 0.40560 0.59440 0 0 71677554 71677554 186827106 88527656 98299450 3378821 1866522 1512299 28724500 22254909 6469591 7405744 3531365 3874379 181833273 ALTERNATIVE INVESTMENTS 74834179 F 74834179 LIABILITY UNDER RETIREMENT AGREEMENTS 184310 ACCRUED RESERVE FOR MEDICAL CLAIMS 650000 STUDENT PROGRAM ACCOUNTS 423284 1257594 X 180872157 67668899 -13531431 54137468 126734689 -963287 -963287 125771402 75189945 963287 963287 74226658 12246851 12246851 86473509 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, 2021, 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 -12,246,851. LOSS ON UNCOLLECTIBLE PLEDGES -1,284,580. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVENTORY COST OF GOODS SOLD -963,287. PART XII, LINE 2D - OTHER ADJUSTMENTS: INVENTORY COST OF GOODS SOLD 963,287. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 12,246,851. 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 343 11813201 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 B COMMONS PRESIDENT 572043 0 0 0 70119 0 116237 0 34992 0 793391 0 0 0 DAVID SIMON WEIL III CHIEF FINANCIAL OFFICER 286250 0 0 0 1260 0 32021 0 14082 0 333613 0 0 0 EDWARD W HU CHIEF ADVANCEMENT OFFICER 261333 0 0 0 3612 0 33180 0 14082 0 312207 0 0 0 JAMES DE MATTE CHIEF OF CAMPUS OPERATIONS 224720 0 0 0 1932 0 26622 0 34992 0 288266 0 0 0 LAURA DAVIDSON ROSS ASSOCIATE HEAD OF SCHOOL 205075 0 0 0 1201 0 24583 0 24835 0 255694 0 0 0 DAVID J RUBEN DIRECTOR OF COMPUTER SERVI 197399 0 0 0 5180 0 23783 0 24784 0 251146 0 0 0 JONATHAN WIMBISH HEAD OF MIDDLE SCHOOL 194585 0 0 0 1154 0 23058 0 21295 0 240092 0 0 0 BRIAN BOUCHEY CONTROLLER 187446 0 0 0 657 0 21792 0 14082 0 223977 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 $80,289 ACCRUED IN THE SEC. 457(F), NON-QUALIFED DEFERRED COMPENSATION PLAN, ESTABLISHED FOR THE PRESIDENT. X 130 4311921 FMV 0 0 1 0 PART I, COLUMN (B): THIS NUMBER REFLECTS 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. 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 AND KEY EMPLOYEES 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. FORM 990, PART XI, LINE 9: LOSS ON UNCOLLECTIBLE PLEDGES -1,284,580. 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 4130745 HARVARD-WESTLAKE SCHOOL 4141 WHITSETT LLC 3700 COLDWATER AVE STUDIO CITY CA 91604 824987244 REAL ESTATE HOLDINGS CA 2505637 43936569 HARVARD-WESTLAKE SCHOOL DOMUS 4297 LLC 4311 WILSHIRE BLVD SUITE 600 LOS ANGELES CA 90010 853035996 REAL ESTATE HOLDINGS CA 0 7700000 HARVARD-WESTLAKE SCHOOL DOMUS 4100 LLC 4311 WILSHIRE BLVD SUITE 600 LOS ANGELES CA 90010 853589186 REAL ESTATE HOLDINGS CA 0 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