2020-05-12T22:07:04-05:00 2019-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2018-07-01 951698608 OAKWOOD SCHOOL OAKW 8187323000 11600 MAGNOLIA BLVD NORTH HOLLYWOOD CA 91601 CHRISTOPHER B THOMAS CHIEF OPERATING OFFICER 8187323000 2020-05-11 1 KATY BROWN P00650274 9257902600 2020-05-11 208.127.87.36 2020-05-11 12:38:54 PD P 32CDE991C152F389A30DE5702E9B7F379660D813 1BF88008A19D766D41DA0E3F00E89E8C5C027F9E 2018 2021-01-29 14:40:06Z JAMES A ASTMAN PHD 11600 MAGNOLIA BLVD NORTH HOLLYWOOD CA 91601 45102447 0 X WWW.OAKWOODSCHOOL.ORG X 1951 CA SEE SCHEDULE O. OAKWOOD SCHOOL IS A NON-PROFIT EDUCATIONAL INSTITUTION LOCATED IN NORTH HOLLYWOOD, CALIFORNIA. THE SCHOOL'S OPERATIONS CONSIST PRINCIPALLY OF PROVIDING ELEMENTARY AND SECONDARY EDUCATIONAL SERVICES TO ITS STUDENTS. 28 28 389 183 0 0 3790741 3603284 31592021 33805404 1118366 703474 385206 752468 36886334 38864630 3471692 3633633 0 0 21151280 21350400 0 0 1689921 10455700 11126719 35078672 36110752 1807662 2753878 88901503 107084385 17129953 30183400 71771550 76900985 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 29644256 3633633 33805404 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. 29644256 1 1 0 0 0 0 0 0 1 1 1 1 0 0 1 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 1 138 0 1 389 1 0 0 0 0 0 1 1 1 1 0 0 0 0 0 X 28 28 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 SIMON DAVID VICE CHAIR 2.00 X X 0 0 0 MARKOWITZ JEFF TREASURER 2.00 X X 0 0 0 CARELL NANCY SECRETARY 2.00 X X 0 0 0 BAKAL JAMIE TRUSTEE 2.00 X 0 0 0 BAKER BRIDGET TRUSTEE 2.00 X 0 0 0 BUTLER MITCHELL TRUSTEE 2.00 X 0 0 0 DIAMOND BRIAN TRUSTEE 2.00 X 0 0 0 FRITZ KEN TRUSTEE 2.00 X 0 0 0 GHASSEMIEH KOUROSH TRUSTEE 2.00 X 0 0 0 GOODMAN ADAM TRUSTEE 2.00 X 0 0 0 GOTTLIEB PHYLLIS 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 LICHTMAN JEN TRUSTEE 2.00 X 0 0 0 MARSHALL BARBARA 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 SUGERMAN ANDREW TRUSTEE 2.00 X 0 0 0 VITTI BONNIE TRUSTEE 2.00 X 0 0 0 WASSER LAURA TRUSTEE 2.00 X 0 0 0 JAMES A ASTMAN PHD HEADMASTER 40.00 X 645974 0 37106 CHRISTOPHER B THOMAS CHIEF OPERATING OFFICER 40.00 X 273234 0 24347 KAREN BOWLAND DIR OF FINANCE 40.00 X 183600 0 26052 MARGO LONG PRINCIPAL, ELEM. SCHOOL 40.00 X 582432 0 19325 WENDY WEICKER DIRECTOR OF SUPPORT SERVICES 40.00 X 157081 0 25037 ERIC LEE DIRECTOR OF INFORMATION SYSTEMS 40.00 X 153357 0 13374 NANCY GOLDBERG DIRECTOR OF ADMISSION K-6 40.00 X 149155 0 38247 DAVID HAMMETT MATHEMATICS DEPT CHAIR 40.00 X 151786 0 20903 GAYANE PETTIBONE DIR OF EDUCATIONAL SUPPORT 40.00 X 144170 0 38193 2440789 0 242584 43 0 1 0 PSC PROFESSIONAL SECURITY CONSULTANTS I 11454 SAN VICENTE BLVD LOS ANGELES CA 90049 CAMPUS SAFETY PERSONNEL 924451 LEE'S MAINTENANCE SERVICE INC 14740 KESWICK ST VAN NUYS CA 91405 JANITORIAL SERVICES 465086 NAVASARD MEJLUMYANCRYSTAL TOURS 6166 COLBATH AVE VAN NUYS CA 91401 BUS TRANSPORTATION 176235 EVOLVE TOURS USA INC 2950 BUSKIRK AVENUE STE 300 WALNUT CREEK CA 94597 OUTDOOR EDUCATION PROVIDER 167153 MATHEW NATHAN MAY4 POINTS EXPEDITIONS 142 PACOS STREET VENTURA CA 93001 OUTDOOR EDUCATION PROVIDER 145250 8 20250 3583034 1223818 3603284 TUITION AND FEES 611710 33426530 33426530 AUXILIARY PROGRAMS 611710 378874 378874 33805404 1108571 1108571 196220 0 196220 196220 196220 5304289 5304669 404717 -380 -404717 -405097 -405097 1050249 20250 528431 521818 521818 OTHER REVENUE 900099 34430 34430 34430 38864630 33805404 0 1455942 3633633 3633633 1212723 1212723 15519171 13091283 1472167 955721 830922 716191 77879 36852 2618351 2141898 330387 146066 1169233 953494 148114 67625 85324 85324 92700 92700 99740 99740 443348 422511 12325 8512 304392 32985 271407 124949 8799 109956 6194 518236 493879 14407 9950 1055932 925561 113617 16754 15981 15981 348525 332144 9689 6692 2015543 1920812 56033 38698 314594 304188 8850 1556 TRIPS AND EXCURSIONS 1188028 1188028 SECURITY 965118 919758 26830 18530 EDUCATIONAL CLASSES 831364 831364 AUXILIARY SERVICES 200840 200840 2522105 1559873 856868 105364 36110752 29644256 4776575 1689921 475 475 1310714 4051928 707185 328286 23902 43090 80000 175955 184507 55766944 16937367 39755234 38829577 11432404 22899325 33902921 39214180 1512713 1533017 88901503 107084385 2277995 2280215 2864046 16749051 7073768 14488 15515 11923424 3994851 50000 70000 17129953 30183400 X 62422868 66208890 5024568 5128323 4324114 5563772 71771550 76900985 88901503 107084385 2753878 2375557 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 25983731 1591535 2261110 885965 28950411 23639260 1124116 2013549 720501 72693 25983731 20323292 1326814 2722493 667991 65348 23639260 21198626 688598 -4704 596124 903384 59720 20323292 20568132 1179014 745957 510884 724109 59484 21198626 0.71780 0.19220 0.09000 0 0 16878363 16878363 31776458 15569186 16207272 2203790 1132139 1071651 4908333 236042 4672291 38829577 MULTI-STRATEGY EQUITY FUND 25502299 F MULTI-STRATEGY BOND FUND 12085228 F CORPORATE BONDS 1626653 F 39214180 RESERVE FOR SELF-INSURANCE 50000 SECURITY DEPOSITS 20000 70000 X 37506814 2375557 -3633633 -1258076 38764890 99740 99740 38864630 32377379 0 32377379 99740 3633633 3733373 36110752 PART IV, LINE 2B: THIS IS A FUND HELD BY THE SCHOOL FOR THE CSSAD ADMISSIONS CONSORTIUM. DISBURSEMENTS FOR THE CONSORTIUM ARE TO BE MADE FROM THIS FUND, AND ANY REMAINDER LEFT AT THE END OF THE CUSTODIAL TERM WILL BE TURNED OVER TO THE NEXT CUSTODIAN. 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 PROVISION OF SECTION 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, 2019, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XI, LINE 2D - OTHER ADJUSTMENTS: TUITION FINANCIAL AID -3,633,633. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION FINANCIAL AID 3,633,633. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 PUBLIC ADVERTISEMENTS ARE PLACE IN CITYWIDE NEWSPAPER MEDIA ON AN ANNUAL BASIS. THE MOST RECENT NONDISCRIMINATORY POLICY WAS PUBLICIZED IN THE L.A. TIMES ON MAY 29, 2019. GALA FUNDRAISER 1070499 20250 1050249 97086 121925 188739 120681 1070499 20250 1050249 97086 121925 188739 120681 528431 521818 1 TUITION FINANCIAL AID 133 3558530 FMV DIRECT CREDIT TO STUDENT ACCOUNT NON-TUITION FINANCIAL AID 133 75103 FMV BOOKS, CALCULATOR, LAPTOPS, LUNCH, ETC. 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 1 X X X X X 1 1 0 0 0 0 0 0 0 JAMES A ASTMAN PHD HEADMASTER 557178 0 0 0 88796 0 24500 0 12606 0 683080 0 0 0 CHRISTOPHER B THOMAS CHIEF OPERATING OFFICER 246792 0 0 0 26442 0 13605 0 10742 0 297581 0 0 0 KAREN BOWLAND DIR OF FINANCE 181051 0 0 0 2549 0 12614 0 13438 0 209652 0 0 0 MARGO LONG PRINCIPAL, ELEM. SCHOOL 109077 0 0 0 473355 0 13292 0 6033 0 601757 0 0 0 WENDY WEICKER DIRECTOR OF SUPPORT SERVICES 150852 0 0 0 6229 0 11574 0 13463 0 182118 0 0 0 ERIC LEE DIRECTOR OF INFORMATION SYSTEMS 152250 0 0 0 1107 0 12658 0 716 0 166731 0 0 0 NANCY GOLDBERG DIRECTOR OF ADMISSION K-6 141830 0 0 0 7325 0 14700 0 23547 0 187402 0 0 0 DAVID HAMMETT MATHEMATICS DEPT CHAIR 150250 0 0 0 1536 0 13522 0 7381 0 172689 0 0 0 GAYANE PETTIBONE DIR OF EDUCATIONAL SUPPORT 142145 0 0 0 2025 0 14750 0 23443 0 182363 0 0 0 PART I, LINE 1A HEADMASTER IS PAID FOR THE USE OF HIS PERSONAL RESIDENCE FOR SCHOOL EVENTS AND MEETINGS. PART I, LINES 4A-B MARGO LONG, PRINCIPAL, ELEM. SCHOOL, RECEIVED SEVERANCE PAY IN THE AMOUNT OF $433,798 DURING THE CALENDAR YEAR ENDING WITHIN THE 2018 TAX YEAR. JAMES ASTMAN, HEADMASTER, PARTICIPATES IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN UNDER IRC SECTION 457(B). DURING THE CALENDAR YEAR ENDING WITH THE 2018 TAX YEAR, $18,500 ACCRUED IN THE SECTION 457(B) PLAN. A CALIFORNIA MUNICIPAL FINANCE AUTHORITY 201569466 NONEAVAIL 2016-05-06 8040915 PROVIDE FUNDS TO REFUND A PRIOR ISSUE 0 0 0 A 967147 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 X 14 268918 FMV X 1 954900 FMV 1 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 B, LINE 11B THE BOARD'S AUDIT COMMITTEE MET AND REVIEWED THE FORM 990 ON APRIL 20TH, 2020. THE FORM 990 HAS BEEN MADE AVAILABLE TO ALL TRUSTEES PRIOR TO APRIL 22ND, 2020, 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 HEADMASTER 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 HEADMASTER'S COMPENSATION, AND BY THE HEADMASTER, 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 2018-2019 FISCAL YEAR. THE HEADMASTER'S CONTRACT HAS BEEN REVIEWED AND APPROVED THROUGH JUNE 30, 2019. 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 170620 2531056 OAKWOOD SCHOOL