2018-10-02T11:59:58-05:00 2018-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2017-07-01 951644019 HARVARD-WESTLAKE SCHOOL HARV 8189806692 3700 COLDWATER CANYON STUDIO CITY CA 91604 WILLIAM M BARNUM FINANCE CHAIR 8189806692 2018-09-13 1 KATY BROWN P00650274 9257902600 2018-09-13 2017 2022-09-23 18:48:47Z RICHARD B COMMONS 3700 COLDWATER CANYON STUDIO CITY CA 91604 182654167 0 X WWW.HW.COM X 1911 CA TO PROVIDE COLLEGE PREPARATORY CURRICULUM AND PROGRAMS FOR STUDENTS IN GRADES 7-12. 36 36 744 2000 947871 -405661 26695211 29082450 62496464 64137190 16691880 14922591 384648 1322458 106268203 109464689 10429386 10573894 0 0 42396792 42440979 0 0 3955145 28268708 37267566 81094886 90282439 25173317 19182250 355911098 400120395 13618817 36633044 342292281 363487351 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 68776772 10573894 64137190 HARVARD-WESTLAKE SCHOOL PROVIDES JUNIOR HIGH AND HIGH SCHOOL EDUCATION FOR 1,604 STUDENTS. 68776772 1 1 0 0 0 0 0 0 0 1 1 0 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 1 210 0 1 744 1 1 1 0 0 0 0 1 1 0 0 0 0 X 36 36 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 THE RT REV J JON BRUNO 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 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 ALFRED E OSBORNE JR TRUSTEE 1.00 X 0 0 0 ANTHONY PRITZKER TRUSTEE 1.00 X 0 0 0 SPECER 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 H 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 RICHARD B COMMONS PRESIDENT 40.00 X 499475 0 126215 DAVID SIMON WEIL III CHIEF FINANCIAL OFFICER 40.00 X 221673 0 36948 JEANNE HUYBRECHTS HEAD OF SCHOOL 40.00 X 501484 0 36335 EDWARD W HU CHIEF ADVANCEMENT OFFICER 40.00 X 227007 0 37572 ELIZABETH A RESNICK ASSOCIATE HEAD OF SCHOOL 40.00 X 175479 0 32055 ROBERT D LEVIN TEACHER 40.00 X 222456 0 46138 JAMES DE MATTE CHIEF OF CAMPUS OPS & CONS 40.00 X 199139 0 49657 JAMES E PATTISON SENIOR ADVANCEMENT OFFICER 40.00 X 190857 0 40666 DAVID J RUBEN DIR OF INFORMATION TECHNOL 40.00 X 178401 0 47294 HARRY L J SALAMANDRA SENIOR ALUMNI OFFICER 40.00 X 174682 0 30034 2590653 0 482914 77 0 1 0 PACIFIC PLATINUM SERVICES INC 2624 BLOOM STREET SIMI VALLEY CA 93063 SECURITY AND JANITORIAL 3358959 HEALTHY CHOICE CATERING CORPORATION PO BOX 55574 SHERMAN OAKS CA 914130574 CATERING SERVICES 3221295 ANDERSON DATA & ELECTRIC 7645 EISENHOWER STREET VENTURA CA 93003 CONSTRUCTION 2092094 MISSION SCHOOL TRANSPORTATION 201 WEST SOTELLO STREET LOS ANGELES CA 90012 STUDENT TRANSPORTATION 1714108 MORTON CONSTRUCTION 2963 ALVARADO ST OXNARD CA 93036 CONSTRUCTION 1434689 24 220715 28861735 4899792 29082450 TUITION AND FEES 611710 60258531 60258531 AUXILIARY SERVICES 611710 3878659 3878659 64137190 2261457 2261457 67225 0 67225 67225 67225 84612368 71951234 12661134 12661134 12661134 0 220715 0 0 1543006 1238244 304762 304762 SPORTS FACILITY 713910 950471 947871 2600 950471 109464689 64137190 947871 15297178 10573894 10573894 1445357 260503 822382 362472 31151636 23631924 5908650 1611062 2658802 1856172 618894 183736 4842958 3110293 1475973 256692 2342226 1667152 520538 154536 203732 203732 103011 103011 570145 570145 4106940 3884407 182590 39943 324935 284671 40264 1048931 367603 497938 183390 4403566 2265860 2058626 79080 3401714 1877310 1506495 17909 222444 108976 91924 21544 64861 37178 26483 1200 14741782 14004693 589671 147418 1180929 248902 921973 10054 INSTRUCTIONAL - DEPT 3429566 3429566 ADMINISTRATIVE 2019918 7247 1166826 845845 TRANSPORTATION 818578 818578 AUXILIARY SERVICES 626514 626514 90282439 68776772 17550522 3955145 1644851 2018829 237084 37173 32599861 25127371 300343 503436 292585 256349 1240004 1488022 272601970 91565331 144944358 181036639 174599911 189626864 52101 25712 355911098 400120395 1359846 23950133 10736372 11101163 1522599 1581748 13618817 36633044 X 176119628 193052516 112897296 102626830 53275357 67808005 342292281 363487351 355911098 400120395 19182250 2012820 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 97487935 20766070 12626537 3965809 126914733 77997591 5702936 16911209 3123801 97487935 95343102 2951431 -17084087 3212855 77997591 82622381 3994118 11342747 2616144 95343102 64061725 8155750 13547911 3143005 82622381 0.00000 0.53430 0.46570 0 0 64736739 64736739 177225698 70703061 106522637 2678523 1387744 1290779 23647012 15943162 7703850 4313998 3531364 782634 181036639 LIABILITY UNDER RETIREMENT AGREEMENTS 503421 ACCRUED RESERVE FOR MEDICAL CLAIMS 650000 STUDENT PROGRAM ACCOUNTS 428327 1581748 X 101571714 2012820 1238244 3251064 98320650 570145 10573894 11144039 109464689 80376644 1238244 1238244 79138400 570145 10573894 11144039 90282439 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, 2018, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVENTORY COST OF GOODS SOLD 1,238,244. PART XI, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 10,573,894. PART XII, LINE 2D - OTHER ADJUSTMENTS: INVENTORY COST OF GOODS SOLD 1,238,244. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 10,573,894. 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 220715 220715 220715 220715 1 FINANCIAL AID 317 10573894 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, COLOR, RELIGION, ETHNICITY, OR NATIONAL ORIGIN IN THE ADMINISTRATION OF ITS EDUCATIONAL POLICIES, SCHOLARSHIPS, OR LOAN PROGRAMS. X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 RICHARD B COMMONS PRESIDENT 434936 0 0 0 64539 0 97979 0 28236 0 625690 0 0 0 DAVID SIMON WEIL III CHIEF FINANCIAL OFFICER 220833 0 0 0 840 0 25212 0 11736 0 258621 0 0 0 JEANNE HUYBRECHTS HEAD OF SCHOOL 144632 0 0 0 356852 0 14249 0 22086 0 537819 0 353077 0 EDWARD W HU CHIEF ADVANCEMENT OFFICER 225075 0 0 0 1932 0 25836 0 11736 0 264579 0 0 0 ELIZABETH A RESNICK ASSOCIATE HEAD OF SCHOOL 171867 0 0 0 3612 0 20319 0 11736 0 207534 0 0 0 ROBERT D LEVIN TEACHER 218844 0 0 0 3612 0 25822 0 20316 0 268594 0 0 0 JAMES DE MATTE CHIEF OF CAMPUS OPS & CONS 188382 0 0 0 10757 0 21421 0 28236 0 248796 0 0 0 JAMES E PATTISON SENIOR ADVANCEMENT OFFICER 181616 0 0 0 9241 0 20350 0 20316 0 231523 0 0 0 DAVID J RUBEN DIR OF INFORMATION TECHNOL 175431 0 0 0 2970 0 19058 0 28236 0 225695 0 0 0 HARRY L J SALAMANDRA SENIOR ALUMNI OFFICER 170260 0 0 0 4422 0 18298 0 11736 0 204716 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 $65,540 ACCRUED IN THE SEC. 457(F), NON-QUALIFED DEFERRED COMPENSATION PLAN, ESTABLISHED FOR THE PRESIDENT. SCHEDULE J, PAGE 2, PART II, LINE (3) JEANNE HUYBRECHTS DEPARTED THE ORGANIZATION ON 6/30/17 AND RECEIVED $353,077 WHICH WAS HER ENTITLED ACCRUED BENEFIT IN THE SEC. 457(F) NON-QUALIFIED DEFERRED COMPENSATION PLAN, WHICH INCLUDED ACCRUED BENEFITS FROM PAST YEARS. X 87 4899792 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 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 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 4133302 HARVARD-WESTLAKE SCHOOL 4141 WHITSETT LLC 3700 COLDWATER AVE STUDIO CITY CA 91604 824987244 REAL ESTATE HOLDINGS CA 950471 44058374 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