2019-09-26T10:01:57-05:00 2019-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2018-07-01 951644019 HARVARD-WESTLAKE SCHOOL HARV 8189806692 3700 COLDWATER CANYON STUDIO CITY CA 91604 WILLIAM M BARNUM FINANCE CHAIR 8189806692 2019-09-19 1 KATY BROWN P00650274 9257902600 2019-09-19 38.111.205.16 2019-09-19 13:43:04 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 1BF88008A19D766D41DA0E3F00E89E8C5C027F9E 2018 2019-02-21 02:37:17Z RICHARD B COMMONS 3700 COLDWATER CANYON STUDIO CITY CA 91604 172409279 0 X WWW.HW.COM X 1911 CA TO PROVIDE COLLEGE PREPARATORY CURRICULUM AND PROGRAMS FOR STUDENTS IN GRADES 7-12. 38 38 736 2000 1757469 0 29082450 35400702 64137190 66374041 14922591 12344113 1322458 2202579 109464689 116321435 10573894 10913204 0 0 42440979 43871473 0 0 4001066 37267566 34098658 90282439 88883335 19182250 27438100 400120395 419223639 36633044 25734305 363487351 393489334 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 68133530 10913204 66374041 HARVARD-WESTLAKE SCHOOL PROVIDES JUNIOR HIGH AND HIGH SCHOOL EDUCATION FOR 1,609 STUDENTS. 68133530 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 1 225 0 1 736 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 38 38 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 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 WILLIAM M BARNUM TREASURER 1.00 X X 0 0 0 VICTORIA SEAVER DEAN 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 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 SARAH MURDOCH TRUSTEE 1.00 X 0 0 0 CHARLES T MUNGER 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 DEBORAH REED 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 JOHN WEISSENBACH TRUSTEE 1.00 X 0 0 0 COMMONS RICHARD B PRESIDENT 40.00 X 558477 0 134392 WEIL DAVID SIMON III CHIEF FINANCIAL OFFICER 40.00 X 241673 0 40726 HU EDWARD W CHIEF ADVANCEMENT OFFICER 40.00 X 234961 0 39578 RESNICK ELIZABETH A ASSOCIATE HEAD OF SCHOOL 40.00 X 228485 0 39115 LEVIN ROBERT D TEACHER 40.00 X 212383 0 46580 DEMATTE JAMES CHIEF OF CAMPUS OPERATIONS AND CONSTRUCTION 40.00 X 206736 0 53530 PATTISON JAMES E SENIOR ADVANCEMENT OFFICER 40.00 X 197795 0 43556 RUBEN DAVID J DIRECTOR OF COMPUTER SERVICES 40.00 X 186526 0 42224 ROSS LAURA HEAD OF UPPER SCHOOL 40.00 X 177883 0 56031 2244919 0 495732 85 0 1 0 HEALTHY CHOICE CATERING CORPORATION PO BOX 55574 SHERMAN OAKS CA 914130574 CATERING SERVICES 3337778 PACIFIC PLATINUM SERVICES INC 2624 BLOOM STREET SIMI VALLEY CA 93063 SECURITY AND JANITORIAL 2915576 ANDERSON DATA & ELECTRIC 7645 EISENHOWER STREET VENTURA CA 93003 CONSTRUCTION 2348282 MISSION SCHOOL TRANSPORTATION 201 WEST SOTELLO STREET LOS ANGELES CA 90012 STUDENT TRANSPORTATION 1831240 MORTON CONSTRUCTION 2963 ALVARADO ST OXNARD CA 93036 CONSTRUCTION 1499522 24 276000 35124702 886162 35400702 TUITION AND FEES 611710 62498252 62498252 AUXILIARY SERVICES 611710 3875789 3875789 66374041 2855842 2855842 49000 0 49000 49000 49000 64383006 54894735 9488271 9488271 9488271 0 276000 0 0 1589219 1193109 396110 396110 SPORTS FACILITY 713910 1757469 1757469 1757469 116321435 66374041 1757469 12789223 10913204 10913204 1563641 282963 887144 393534 32730752 24598096 6378671 1753985 2303487 1699802 479252 124433 4836182 3227579 1393361 215242 2437411 1922085 448303 67023 169845 169845 129353 129353 280370 280370 4557194 4302486 225858 28850 348297 348297 1067026 428721 479471 158834 1745059 982153 732154 30752 7697463 5679434 1960064 57965 298568 190631 85989 21948 111748 69941 36936 4871 10125323 9619057 405013 101253 1158164 217163 933388 7613 INSTRUCTIONAL - DEPT 3233214 3233214 ADMINISTRATIVE 2340265 5301 1300201 1034763 AUXILIARY SERVICES 553913 553913 TRANSPORTATION 282856 207787 75069 88883335 68133530 16748739 4001066 2018829 2517178 37173 32368132 25127371 36644161 503436 696358 256349 271727 1488022 1203288 274940351 100345444 181036639 174594907 189626864 117521604 53340577 25712 65707 400120395 419223639 23950133 12923890 11101163 11561459 1581748 1248956 36633044 25734305 X 193052516 204373249 102626830 112689975 67808005 76426110 363487351 393489334 400120395 419223639 X 27438100 4938725 -2374842 X X 0 1 X 1 0 X 15000523 41687492 26695211 26707608 35400702 145491536 15000523 41687492 26695211 26707608 35400702 145491536 27015460 118476076 1731084 1675141 1449497 2331282 3167028 10354032 104440 104440 1990477 1881791 1824483 1543006 1589219 8828976 164778984 310043139 0.71900 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM FUNDRAISING - 2014 AMOUNT: $ 436,197. 2015 AMOUNT: $ 216,632. 2016 AMOUNT: $ 109,214. GROSS INCOME FROM SALES OF INVENTORY - 2014 AMOUNT: $ 1,554,280. 2015 AMOUNT: $ 1,665,159. 2016 AMOUNT: $ 1,715,269. 2017 AMOUNT: $ 1,543,006. 2018 AMOUNT: $ 1,589,219. 129008927 8618105 13854572 4657034 146824570 97487935 20766070 14720731 3965809 129008927 77997591 5702936 16911209 3123801 97487935 95343102 2951431 -17084087 3212855 77997591 82622381 3994118 11342747 2616144 95343102 0.00000 0.52050 0.47950 0 0 64617554 64617554 177600563 76763145 100837418 2814637 1505149 1309488 25218115 18545786 6672329 4689482 3531364 1158118 174594907 ALTERNATIVE INVESTMENTS 53340577 F 53340577 LIABILITY UNDER RETIREMENT AGREEMENTS 198293 ACCRUED RESERVE FOR MEDICAL CLAIMS 650000 STUDENT PROGRAM ACCOUNTS 400663 1248956 X 108884853 4938725 -13288046 -8349321 117234174 280370 -1193109 -912739 116321435 78882870 1193109 1193109 77689761 280370 10913204 11193574 88883335 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, 2019, 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 -10,913,204. LOSS ON UNCOLLECTIBLE PLEDGES -2,374,842. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVENTORY COST OF GOODS SOLD -1,193,109. PART XII, LINE 2D - OTHER ADJUSTMENTS: INVENTORY COST OF GOODS SOLD 1,193,109. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 10,913,204. 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) NEWSPAPER ADVERTISEMENTS AND INFORMATION BOOKLETS STATE THAT THE SCHOOL HAS A NONDISCRIMINATORY POLICY. THE SCHOOL PUBLISHES ITS POLICY IN THE LOS ANGELES TIMES, WHICH COVERS ALL OF SOUTHERN CALIFORNIA. ANNUAL PARTYBOOK SALES 276000 276000 276000 276000 1 FINANCIAL AID 309 10913204 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 492521 0 0 0 65956 0 103234 0 31158 0 692869 0 0 0 WEIL DAVID SIMON III CHIEF FINANCIAL OFFICER 240833 0 0 0 840 0 28084 0 12642 0 282399 0 0 0 HU EDWARD W CHIEF ADVANCEMENT OFFICER 233029 0 0 0 1932 0 26936 0 12642 0 274539 0 0 0 RESNICK ELIZABETH A ASSOCIATE HEAD OF SCHOOL 227225 0 0 0 1260 0 26473 0 12642 0 267600 0 0 0 LEVIN ROBERT D TEACHER 208771 0 0 0 3612 0 24284 0 22296 0 258963 0 0 0 DEMATTE JAMES CHIEF OF CAMPUS OPERATIONS AND CONST 195292 0 0 0 11444 0 22372 0 31158 0 260266 0 0 0 PATTISON JAMES E SENIOR ADVANCEMENT OFFICER 188204 0 0 0 9591 0 21260 0 22296 0 241351 0 0 0 RUBEN DAVID J DIRECTOR OF COMPUTER SERVICES 181792 0 0 0 4734 0 19928 0 22296 0 228750 0 0 0 ROSS LAURA HEAD OF UPPER SCHOOL 176881 0 0 0 1002 0 18213 0 37818 0 233914 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 $70,128 ACCRUED IN THE SEC. 457(F), NON-QUALIFED DEFERRED COMPENSATION PLAN, ESTABLISHED FOR THE PRESIDENT. X 1 80000 APPRAISAL X 73 806162 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 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 AND ASSOCIATE HEAD 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 -2,374,842. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. DOMUS PRIMUS LLC 12100 WILSHIRE BLVD SUITE 1090 LOS ANGELES CA 90025 800876606 REAL ESTATE HOLDINGS CA 0 4132817 HARVARD-WESTLAKE SCHOOL 4141 WHITSETT LLC 3700 COLDWATER AVE STUDIO CITY CA 91604 824987244 REAL ESTATE HOLDINGS CA 1766919 44014370 HARVARD-WESTLAKE SCHOOL 4141 WHITSETT MANAGEMENT LLC 3700 COLDWATER AVE STUDIO CITY CA 91604 832317044 REAL ESTATE HOLDINGS CA 0 0 HARVARD-WESTLAKE SCHOOL CHARITABLE REMAINDER TRUSTS (13) INVESTMENT CA N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0