2020-10-12T17:07:17-05:00 2020-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2019-07-01 951644019 HARVARD-WESTLAKE SCHOOL HARV 8189806692 3700 COLDWATER CANYON STUDIO CITY CA 91604 DAVID S WEIL CHIEF FINANCIAL OFFICER 8189806692 2020-10-08 1 KATY BROWN P00650274 9257902600 2020-10-06 34.104.2.3 2020-10-08 12:59:57 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 1BF88008A19D766D41DA0E3F00E89E8C5C027F9E 2019 2021-01-29 14:40:06Z RICHARD B COMMONS 3700 COLDWATER CANYON STUDIO CITY CA 91604 127999656 0 X WWW.HW.COM X 1911 CA TO PROVIDE COLLEGE PREPARATORY CURRICULUM AND PROGRAMS FOR STUDENTS IN GRADES 7-12. 37 37 708 250 1458583 -332766 35400702 23306578 66374041 68127939 12344113 4582581 2202579 1801306 116321435 97818404 10913204 11067126 0 0 43871473 45912697 0 0 3949861 34098658 31662256 88883335 88642079 27438100 9176325 419223639 413730628 25734305 15052421 393489334 398678207 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 67881524 11067126 68127939 HARVARD-WESTLAKE SCHOOL PROVIDES JUNIOR HIGH AND HIGH SCHOOL EDUCATION FOR 1,598 STUDENTS. 67881524 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 231 0 1 708 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 37 37 0 0 1 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 PHILIP HOLTHOUSE CHAIR 1.00 X X 0 0 0 WENDY WACHTELL VICE CHAIR 1.00 X X 0 0 0 ALAN WILSON VICE CHAIR 1.00 X X 0 0 0 WILLIAN 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 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 (STARTING 07/19) 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 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 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 ALISON RESSLER TRUSTEE 1.00 X 0 0 0 MARIO RODRIGUEZ TRUSTEE 1.00 X 0 0 0 MICHAEL SEGAL TRUSTEE 1.00 X 0 0 0 STACEY SNIDER 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 COMMONS RICHARD B PRESIDENT 40.00 X 616704 0 141255 WEIL DAVID SIMON III CHIEF FINANCIAL OFFICER 40.00 X 261673 0 43477 HU EDWARD W CHIEF ADVANCEMENT OFFICER 40.00 X 244928 0 42371 LEVIN ROBERT D TEACHER 40.00 X 202569 0 46489 DEMATTE JAMES CHIEF OF CAMPUS OPERATIONS 40.00 X 215517 0 56828 RUBEN DAVID J DIRECTOR OF COMPUTER SERVI 40.00 X 194177 0 44760 HOMAN ALAN SOFTWARE DEVELOPMENT MANAGER 40.00 X 187006 0 44200 DAVIDSON ROSS LAURA HEAD OF UPPER SCHOOL 40.00 X 184802 0 59698 2107376 0 479078 104 0 1 0 HEALTHY CHOICE CATERING CORPORATION PO BOX 55574 SHERMAN OAKS CA 914130574 CATERING SERVICES 3388538 PACIFIC PLATINUM SERVICES INC 2624 BLOOM STREET SIMI VALLEY CA 93063 SECURITY AND JANITORIAL 3110405 ANDERSON DATA & ELECTRIC 7645 EISENHOWER STREET VENTURA CA 93003 CONSTRUCTION 2162949 MISSION SCHOOL TRANSPORTATION 201 WEST SOTELLO STREET LOS ANGELES CA 90012 STUDENT TRANSPORTATION 1737894 MORTON CONSTRUCTION 2963 ALVARADO ST OXNARD CA 93036 CONSTRUCTION 1479445 20 90000 23216578 594902 23306578 TUITION AND FEES 611710 64063193 64063193 AUXILIARY SERVICES 611710 4064746 4064746 68127939 3070248 3070248 38850 0 38850 38850 38850 30500000 28987667 1512333 1512333 1512333 0 90000 0 0 1497458 1193585 303873 303873 SPORTS FACILITY 713910 1458583 1458583 1458583 97818404 68127939 1458583 4925304 11067126 11067126 1334874 157688 772689 404497 34422166 25831710 6783583 1806873 3141375 2177681 742129 221565 4479450 2941600 1298269 239581 2534832 1791783 572213 170836 56594 56594 102564 102564 4566803 4307390 233795 25618 287912 287912 1024294 386803 482389 155102 1389794 806637 555238 27919 7732206 5581237 2094127 56842 317855 231826 70573 15456 60493 44995 11530 3968 9184919 8725673 367397 91849 1303874 245374 1046716 11784 INSTRUCTIONAL - DEPT 2818484 2818484 ADMINISTRATIVE 1965494 8645 1238878 717971 AUXILIARY SERVICES 539381 539381 TRANSPORTATION 311589 217491 94098 88642079 67881524 16810694 3949861 2517178 2576384 32368132 28447115 36644161 31589225 696358 413569 271727 266949 1203288 1164889 279116759 108974914 174594907 170141845 117521604 126121231 53340577 52972125 65707 37296 419223639 413730628 12923890 2023469 11561459 11852802 1248956 1176150 25734305 15052421 X 204373249 214932581 189116085 183745626 393489334 398678207 419223639 413730628 X 9176325 1716801 -5704253 X X 0 1 X 1 0 X 41687492 26695211 26707608 29696449 23306578 148093338 41687492 26695211 26707608 29696449 23306578 148093338 27644538 120448800 1675141 1449497 2331282 3167028 3109098 11732046 104440 104440 1881791 1824483 1543006 1589219 1497458 8335957 168265781 320738093 0.71580 0.71900 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM FUNDRAISING - 2015 AMOUNT: $ 216,632. 2016 AMOUNT: $ 109,214. GROSS INCOME FROM SALES OF INVENTORY - 2015 AMOUNT: $ 1,665,159. 2016 AMOUNT: $ 1,715,269. 2017 AMOUNT: $ 1,543,006. 2018 AMOUNT: $ 1,589,219. 2019 AMOUNT: $ 1,497,458. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 146824570 1933665 4490475 5241319 148007391 129008927 8618105 13854572 4657034 146824570 97487935 20766070 14720731 3965809 129008927 77997591 5702936 16911209 3123801 97487935 95343102 2951431 -17084087 3212855 77997591 0.52940 0.47060 0 0 64617555 64617555 177713986 82732324 94981662 3282362 1665686 1616676 27582944 21045540 6537404 5919912 3531364 2388548 170141845 ALTERNATIVE INVESTMENTS 52972125 F 52972125 LIABILITY UNDER RETIREMENT AGREEMENTS 191406 ACCRUED RESERVE FOR MEDICAL CLAIMS 650000 STUDENT PROGRAM ACCOUNTS 334744 1176150 X 83957411 1716801 -16771379 -15054578 99011989 -1193585 -1193585 97818404 78768538 1193585 1193585 77574953 11067126 11067126 88642079 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, 2020, 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 -11,067,126. LOSS ON UNCOLLECTIBLE PLEDGES -5,704,253. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVENTORY COST OF GOODS SOLD -1,193,585. PART XII, LINE 2D - OTHER ADJUSTMENTS: INVENTORY COST OF GOODS SOLD 1,193,585. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 11,067,126. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 (1) BYLAWS HAVE A STATEMENT TO THE EFFECT THAT THE SCHOOL WILL HAVE A NONDISCRIMINATORY POLICY. THIS HAS BEEN REAFFIRMED AT MEETINGS OF THE BOARD OF TRUSTEES. (2) THE SCHOOL'S NONDISCRIMINATORY POLICY IS AVAILABLE ON THIER WEBSITE. ANNUAL PARTYBOOK SALES 90000 90000 90000 90000 1 FINANCIAL AID 315 11067126 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 COMMONS RICHARD B PRESIDENT 546897 0 0 0 69807 0 108621 0 32634 0 757959 0 0 0 WEIL DAVID SIMON III CHIEF FINANCIAL OFFICER 260833 0 0 0 840 0 30181 0 13296 0 305150 0 0 0 HU EDWARD W CHIEF ADVANCEMENT OFFICER 242996 0 0 0 1932 0 29075 0 13296 0 287299 0 0 0 LEVIN ROBERT D TEACHER 199117 0 0 0 3452 0 23309 0 23180 0 249058 0 0 0 DEMATTE JAMES CHIEF OF CAMPUS OPERATIONS 203318 0 0 0 12199 0 24194 0 32634 0 272345 0 0 0 RUBEN DAVID J DIRECTOR OF COMPUTER SERVI 189224 0 0 0 4953 0 21580 0 23180 0 238937 0 0 0 HOMAN ALAN SOFTWARE DEVELOPMENT MANAGER 185450 0 0 0 1556 0 21020 0 23180 0 231206 0 0 0 DAVIDSON ROSS LAURA HEAD OF UPPER SCHOOL 183753 0 0 0 1049 0 19744 0 39954 0 244500 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 $75,037 ACCRUED IN THE SEC. 457(F), NON-QUALIFED DEFERRED COMPENSATION PLAN, ESTABLISHED FOR THE PRESIDENT. X 38 594902 FMV 0 1 0 PART I, COLUMN (B): THIS NUMBER REFLECTS THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION A, LINE 4 IN ORDER TO BE COMPLIANT WITH CURRENT CALIFORNIA SECRETARY OF STATE REGULATIONS, THE ARTICLES OF INCORPORATION WERE AMENDED TO EXPLICITLY STATE THAT THE PROPERTY OWNED BY HARVARD-WESTLAKE IS IRREVOCABLY DEDICATED TO EDUCATIONAL PURPOSES. 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. EVENTS WHICH MAY POSE A CONFLICT ARE BROUGHT TO THE ATTENTION OF THE BOARD. 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. 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. 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 -5,704,253. 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 1462783 43936569 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