OAKWOOD SCHOOL: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- OAKWOOD SCHOOL (EIN 95-1698608)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-11
- IRS object ID
- 201711319349303291
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-11T13:48:36-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954610626 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KALLMANTHOMPSONLOGAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 S BARRINGTON PLACE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951698608 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAKWOOD SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OAKW | BusinessNameControlTxt |
| Phone | 8187323000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11600 MAGNOLIA BLVD | AddressLine1Txt |
| City | NORTH HOLLYWOOD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER B THOMAS | PersonNm |
| Person Title | CHIEF OPERATING OFFICER | PersonTitleTxt |
| Phone | 8187323070 | PhoneNum |
| Signature | 2017-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STANLEY F SHIMOHARA CPA | PreparerPersonNm |
| PTIN | P00198926 | PTIN |
| Phone | 3109091900 | PhoneNum |
| Preparation | 2017-05-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES A ASTMAN PHD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11600 MAGNOLIA | AddressLine1Txt |
| City | NORTH HOLLYWOOD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $39,326,091 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OAKWOODSCHOOL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1951 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 371 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,826,418 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,033,375 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $27,990,865 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $29,707,904 | CYProgramServiceRevenueAmt |
| PY Investment Income | $900,301 | PYInvestmentIncomeAmt |
| CY Investment Income | $896,400 | CYInvestmentIncomeAmt |
| PY Other Revenue | $330,818 | PYOtherRevenueAmt |
| CY Other Revenue | $318,173 | CYOtherRevenueAmt |
| PY Total Revenue | $33,048,402 | PYTotalRevenueAmt |
| CY Total Revenue | $37,955,852 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,745,192 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,065,713 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $18,048,049 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $18,606,633 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $8,796 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,765,371 | PYOtherExpensesAmt |
| CY Other Expenses | $9,960,985 | CYOtherExpensesAmt |
| PY Total Expenses | $30,558,612 | PYTotalExpensesAmt |
| CY Total Expenses | $31,633,331 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,489,790 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,322,521 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $74,623,794 | TotalAssetsBOYAmt |
| Total Assets EOY | $79,187,206 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $17,898,794 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,724,618 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $56,725,000 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $62,462,588 | NetAssetsOrFundBalancesEOYAmt |
| Mission | IN LIEU OF A MISSION STATEMENT, OAKWOOD SCHOOL HAS ADOPTED A STATEMENT OF PHILOSOPHY. SEE SCHEDULE O FOR DETAILS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $21,203,417 | ExpenseAmt |
| Grant | $3,065,713 | GrantAmt |
| Revenue | $29,707,904 | RevenueAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $21,203,417 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 98 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 371 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MR CHRISTOPHER THOMAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8187323052 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11600 MAGNOLIA BLVD | AddressLine1Txt |
| City | NORTH HOLLYWOOD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MARTA F KAUFFMAN | |||||||
| TRUSTEE, CHAIR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL MARSHALL | |||||||
| TRUSTEE, VICE CHAIR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ADAM N FOGELSON | |||||||
| TRUSTEE, TREASURER | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| NANCY CARELL | |||||||
| SECRETARY | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| BRIDGET L BAKER | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MITCHELL BUTLER' 89 | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MERYL K CHAE | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN DIAMOND | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KEN FRITZ | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KOUROSH GHASSEMIEH | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ADAM GOODMAN | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PHYLLIS GOTTLIEB | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH HIRSH NAFTALI ES' 76 | |||||||
| TRUSTEE, PAST CHAIR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAMELA SKAIST LEVY | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEN LICHTMAN | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROGER LOVE | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY MARKOWITZ' 82 | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA MARSHALL | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA MAZUR | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWARD PERRON | |||||||
| TRUSTEE, PAST CHAIR | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| IRA PIANKO | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| REY RODRIGUEZ | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID SIMON | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW B SUGERMAN | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BONNIE VITTI | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL WEISS | |||||||
| TRUSTEE | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES A ASTMAN PHD | |||||||
| HEADMASTER | 40.00 | $2,954,008 | $0 | $39,263 | Yes (X) | ||
| CHRISTOPHER B THOMAS | |||||||
| C.O.O. | 40.00 | $154,092 | $0 | $10,808 | Yes (X) | ||
| ELLIOT H SPOKANE | |||||||
| CONTROLLER | 40.00 | $234,062 | $0 | $38,798 | Yes (X) | ||
| DAVID FRANKENBERG | |||||||
| PRINCIPAL (HIGH.) | 40.00 | $151,231 | $0 | $20,126 | Yes (X) | ||
| MARGO LONG | |||||||
| PRINCIPAL (ELEM.) | 40.00 | $188,336 | $0 | $32,718 | Yes (X) | ||
| WENDY WEICKER | |||||||
| DIRECTOR OF SUPPORT SERVICES | 40.00 | $137,628 | $0 | $24,567 | Yes (X) | ||
| ERIC LEE | |||||||
| DIRECTOR OF INFORMATION SYSTEMS | 40.00 | $137,639 | $0 | $11,467 | Yes (X) | ||
| NANCY GOLDBERG | |||||||
| DIRECTOR OF ADMISSION K-6 | 40.00 | $135,267 | $0 | $40,440 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,092,263 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $218,187 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 35 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $650,150 | FundraisingAmt |
| All Other Contributions | $6,383,225 | AllOtherContributionsAmt |
| Noncash Contributions | $1,155,638 | NoncashContributionsAmt |
| Total Contributions | $7,033,375 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION & FEES | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $29,707,904 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,707,904 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $29,707,904 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $895,911 | TotalRevenueColumnAmt |
| Exclusion | $895,911 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,156,127 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,155,638 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $489 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $489 | TotalRevenueColumnAmt |
| Exclusion | $489 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $50,400 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $650,150 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $214,601 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$164,201 | TotalRevenueColumnAmt |
| Exclusion | -$164,201 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| AFTER SCHOOL PROGRAMS & PARENT DU | 900099 | $285,356 | $285,356 |
| INCIDENTAL NET RENTAL INCOME FROM | 532000 | $174,500 | $174,500 |
| OTHER REVENUE | 900099 | $22,518 | $22,518 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $482,374 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,955,852 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,707,904 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,214,573 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,065,713 | TotalAmt |
| Program Services | $3,065,713 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $847,660 | TotalAmt |
| Management And General | $847,660 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,627,977 | TotalAmt |
| Program Services | $11,870,074 | ProgramServicesAmt |
| Management And General | $1,757,903 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $759,421 | TotalAmt |
| Program Services | $643,138 | ProgramServicesAmt |
| Management And General | $116,283 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,340,924 | TotalAmt |
| Program Services | $1,962,902 | ProgramServicesAmt |
| Management And General | $378,022 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,030,651 | TotalAmt |
| Program Services | $874,604 | ProgramServicesAmt |
| Management And General | $156,047 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,153 | TotalAmt |
| Management And General | $28,153 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,000 | TotalAmt |
| Management And General | $40,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,387 | TotalAmt |
| Management And General | $84,387 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,111 | TotalAmt |
| Management And General | $241,111 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $171,531 | TotalAmt |
| Management And General | $171,531 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,390 | TotalAmt |
| Program Services | $7,829 | ProgramServicesAmt |
| Management And General | $59,561 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,875 | TotalAmt |
| Management And General | $75,875 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,902 | TotalAmt |
| Management And General | $17,902 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $488,393 | TotalAmt |
| Management And General | $488,393 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,751,507 | TotalAmt |
| Management And General | $1,751,507 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,575 | TotalAmt |
| Management And General | $305,575 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| FACILITY EXPENSES | $1,491,524 | $1,491,524 | |
| TRIPS & EXCURSIONS | $856,838 | $856,838 | |
| EDUCATIONAL CLASSES | $615,159 | $615,159 | |
| SECURITY | $613,476 | $613,476 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,112,164 | TotalAmt |
| Program Services | $1,307,160 | ProgramServicesAmt |
| Management And General | $1,796,208 | ManagementAndGeneralAmt |
| Fundraising | $8,796 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,633,331 | TotalAmt |
| Program Services | $21,203,417 | ProgramServicesAmt |
| Management And General | $10,421,118 | ManagementAndGeneralAmt |
| Fundraising | $8,796 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $475 | BOYAmt |
| EOY | $475 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,563,166 | BOYAmt |
| EOY | $2,839,050 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $727,040 | BOYAmt |
| EOY | $1,293,641 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,203 | BOYAmt |
| EOY | $3,327 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,000 | BOYAmt |
| EOY | $110,000 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $480 | BOYAmt |
| EOY | $240 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,004 | BOYAmt |
| EOY | $96,642 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $50,222,870 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,536,790 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,724,500 | BOYAmt |
| EOY | $36,686,080 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $17,628,435 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,923,925 | BOYAmt |
| EOY | $18,251,534 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,466,001 | BOYAmt |
| EOY | $2,277,782 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,623,794 | BOYAmt |
| EOY | $79,187,206 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,310,991 | BOYAmt |
| EOY | $1,392,810 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,056,368 | BOYAmt |
| EOY | $3,025,520 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $17,414 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,481,435 | BOYAmt |
| EOY | $12,238,874 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,000 | BOYAmt |
| EOY | $50,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,898,794 | BOYAmt |
| EOY | $16,724,618 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,949,790 | BOYAmt |
| EOY | $51,638,323 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,317,418 | BOYAmt |
| EOY | $7,927,823 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,457,792 | BOYAmt |
| EOY | $2,896,442 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,725,000 | BOYAmt |
| EOY | $62,462,588 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,623,794 | BOYAmt |
| EOY | $79,187,206 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,322,521 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$584,933 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,198,626 | BeginningYearBalanceAmt |
| Contributions | $688,598 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,704 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $596,124 | GrantsOrScholarshipsAmt |
| Other Expenditures | $903,384 | OtherExpendituresAmt |
| Administrative Expenses | $59,720 | AdministrativeExpensesAmt |
| End Year Balance | $20,323,292 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,568,132 | BeginningYearBalanceAmt |
| Contributions | $1,179,014 | ContributionsAmt |
| Investment Earnings Or Losses | $745,957 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $510,884 | GrantsOrScholarshipsAmt |
| Other Expenditures | $724,109 | OtherExpendituresAmt |
| Administrative Expenses | $59,484 | AdministrativeExpensesAmt |
| End Year Balance | $21,198,626 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,184,995 | BeginningYearBalanceAmt |
| Contributions | $1,097,341 | ContributionsAmt |
| Investment Earnings Or Losses | $2,791,685 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $451,766 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $54,123 | AdministrativeExpensesAmt |
| End Year Balance | $20,568,132 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,294,704 | BeginningYearBalanceAmt |
| Contributions | $2,094,276 | ContributionsAmt |
| Investment Earnings Or Losses | $1,891,464 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $420,430 | GrantsOrScholarshipsAmt |
| Other Expenditures | $585,000 | OtherExpendituresAmt |
| Administrative Expenses | $90,019 | AdministrativeExpensesAmt |
| End Year Balance | $17,184,995 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,972,571 | BeginningYearBalanceAmt |
| Contributions | $1,065,669 | ContributionsAmt |
| Investment Earnings Or Losses | $107,749 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $371,747 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,410,417 | OtherExpendituresAmt |
| Administrative Expenses | $69,121 | AdministrativeExpensesAmt |
| End Year Balance | $14,294,704 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.78190 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.14250 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.07560 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,521,871 | OtherCostOrOtherBasisAmt |
| Book Value | $16,521,871 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,496,058 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,527,078 | DepreciationAmt |
| Book Value | $18,968,980 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,186,891 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,009,712 | DepreciationAmt |
| Book Value | $1,177,179 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,050 | OtherCostOrOtherBasisAmt |
| Book Value | $18,050 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $36,686,080 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN MULTI-STRATEGY EQUITY FUND AND FIXED INCOME | Desc |
| Book Value | $18,251,534 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $18,251,534 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESERVE FOR SELF INSURANCE | Desc |
| Amt | $50,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $50,000 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $37,370,919 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$584,933 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$584,933 | RevenueNotReportedAmt |
| Revenue Subtotal | $37,955,852 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $37,955,852 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $31,633,331 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $31,633,331 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $31,633,331 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, LINE 2B: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | PUBLIC ADVERTISEMENTS ARE PLACED IN CITY WIDE NEWSPAPER MEDIA ON AN ANNUAL BASIS | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | TRIBUTE BOOK, DONATIONS & DINNER | Event1Nm |
| Gross Receipts Event1 | $367,873 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $317,473 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $50,400 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $214,601 | OtherDirectExpensesEvent1Amt |
| Event2 | SILENT & LIVE, AUCTION & LIVE SOLIC | Event2Nm |
| Gross Receipts Event2 | $332,677 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $332,677 | CharitableContriEvent2Amt |
| Other Direct Expenses Event2 | $0 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $700,550 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $650,150 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $50,400 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $214,601 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $214,601 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$164,201 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID | GrantTypeTxt |
| Recipient | 122 | RecipientCnt |
| Cash Grant | $3,060,128 | CashGrantAmt |
| Non Cash Assistance | $5,585 | NonCashAssistanceAmt |
| Valuation Method Used | RETAIL PRICE | ValuationMethodUsedDesc |
| Non Cash Assistance | BOOKS AND CALCULATORS | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS RECEIVED BY THE SCHOOL ARE APPLIED TO THE BUDGET FOR SPECIFIED GRANT FUNDS AND CONTINUALLY MONITORED BY BUDGET TO ACTUAL REPORTING AND REQUIRED REPORTS BACK TO GRANTING FOUNDATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Payments For Use Of Residence | Yes (X) | PaymentsForUseOfResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES A ASTMAN PHD | ||||||||||||||
| HEADMASTER | $454,450 | $0 | $0 | $0 | $2,499,558 | $0 | $24,000 | $0 | $15,263 | $0 | $2,993,271 | $0 | $1,060,000 | $0 |
| CHRISTOPHER B THOMAS | ||||||||||||||
| C.O.O. | $154,092 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $10,808 | $0 | $164,900 | $0 | $0 | $0 |
| ELLIOT H SPOKANE | ||||||||||||||
| CONTROLLER | $234,062 | $0 | $0 | $0 | $0 | $0 | $21,865 | $0 | $16,933 | $0 | $272,860 | $0 | $0 | $0 |
| DAVID FRANKENBERG | ||||||||||||||
| PRINCIPAL (HIGH.) | $151,231 | $0 | $0 | $0 | $0 | $0 | $9,760 | $0 | $10,366 | $0 | $171,357 | $0 | $0 | $0 |
| MARGO LONG | ||||||||||||||
| PRINCIPAL (ELEM.) | $188,336 | $0 | $0 | $0 | $0 | $0 | $17,700 | $0 | $15,018 | $0 | $221,054 | $0 | $0 | $0 |
| WENDY WEICKER | ||||||||||||||
| DIRECTOR OF SUPPORT SERVICES | $137,628 | $0 | $0 | $0 | $0 | $0 | $9,642 | $0 | $14,925 | $0 | $162,195 | $0 | $0 | $0 |
| NANCY GOLDBERG | ||||||||||||||
| DIRECTOR OF ADMISSION K-6 | $135,267 | $0 | $0 | $0 | $0 | $0 | $13,350 | $0 | $27,090 | $0 | $175,707 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE HEADMASTER IS PAID FOR THE USE OF HIS PERSONAL RESIDENCE FOR SCHOOL EVENTS AND MEETINGS. |
| PART I, LINE 4B | PERSON PARTICIPATES IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN UNDER IRC SEC. 457(B): JAMES ASTMAN AMOUNT OF DEFERRAL: 18,000. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| JAMES A ASTMAN PHD | |||||||
| HEADMASTER | HOME IMPROVEMENT | Yes (X) | $240,000 | $60,000 | 0 | Yes (1) | Yes (1) |
| CHRIS B THOMAS | |||||||
| C.O.O. | HOME IMPROVEMENT | Yes (X) | $75,000 | $50,000 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $110,000 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARLENE ASTMAN | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SPOUSE OF OFFICER OF OAKWOOD SCHOOL, JAMES A. ASTMAN | RelationshipDescriptionTxt |
| Transaction | $101,541 | TransactionAmt |
| Transaction | COMPENSATION FOR WORK PERFORMED AS NURSE AND INSTRUCTOR | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE L, PART II | ON 09/16/2014, A $240,000 LOAN WAS MADE TO JAMES A. ASTMAN. ON JUNE 30, 2016, $60,000 OF PRINCIPAL, AND $2,172 OF INTEREST WERE FORGIVEN. THE $62,172 WHICH WAS FORGIVEN WAS INCLUDED ON JAMES A. ASTMAN'S 2016 FORM W-2 AS OTHER INCOME AND INCLUDED IN SALARIES/WAGES. THIS ARRANGEMENT WAS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IN ACCORDANCE WITH ORGANIZATION'S BYLAWS. |
| SCHEDULE L, PART II | ON 06/10/2015, A $75,000 LOAN WAS MADE TO CHRISTOPHER B. THOMAS. ON JUNE 30, 2016, $25,000 OF PRINCIPAL, AND $1,488 OF INTEREST WERE FORGIVEN. THE $26,488 WHICH WAS FORGIVEN WAS INCLUDED ON CHRISTOPHER B. THOMAS'S 2016 FORM W-2 AS OTHER INCOME AND INCLUDED IN SALARIES/WAGES. THIS ARRANGEMENT WAS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IN ACCORDANCE WITH ORGANIZATION'S BYLAWS. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,155,638 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV OF DONATED STOCKS | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD'S AUDIT COMMITTEE MET AND REVIEWED THE FORM 990 PRIOR TO THE NEXT BOARD MEETING. THE FORM 990 HAS BEEN MADE AVAILABLE TO ALL TRUSTEES PRIOR TO THE BOARD OF TRUSTEES' MEETING, 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 C.O.O. 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 C.O.O. THIS PROCESS ORDINARILY OCCURS EVERY YEAR FOR THE C.O.O., AND WAS LAST UNDERTAKEN FOR THE 2016-2017 FISCAL YEAR. THE HEADMASTER'S CONTRACT HAS BEEN RENEWED THROUGH JUNE 30, 2017. |
| 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 ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |
| FORM 990, PART III, LINE 1: | IN SUMMARY, OAKWOOD SCHOOL'S STATEMENT OF PHILOSOPHY STATES THAT IT INTENDS AN OAKWOOD EDUCATION: 1. TO GUIDE STUDENTS TOWARD MASTERY IN A WIDE VARIETY OF SCHOLASTIC, ARTISTIC, AND ATHLETIC ENDEAVORS. 2. TO SPARK PASSION. 3. TO CULTIVATE DEPTH OF CHARACTER. 4. TO HELP STUDENTS GAIN SELF-KNOWLEDGE. 5. TO FOSTER A SENSE OF COMMUNITY. |
| PART IV QUESTION 28(C) - BUSINESS TRANSACTIONS WITH A TRUSTEE/OFFICER: | OAKWOOD SCHOOL HAD BUSINESS TRANSACTIONS WITH A TRUSTEE/OFFICER WHICH WERE UNDER THE THRESHOLD FOR REPORTING ON SCHEDULE L, PART IV. THEREFORE, PART IV QUESTION 28(C) IS BEING ANSWERED NO, AND THESE TRANSACTIONS ARE NOT BEING INCLUDED IN SCHEDULE L, PART IV. |
| SCHEDULE J, PART II: | OTHER REPORTABLE COMPENSATION SHOWN ON SCHEDULE J, PART II, COLUMN (B)(III), LINE 1 INCLUDES DEFERRED COMPENSATION PAYMENT OF $2,415,017, LOAN AND INTEREST FORGIVENESS OF $62,444, AND GROUP TERM LIFE INSURANCE OF $22,098. IN 1993, THE SCHOOL ESTABLISHED A DEFERRED COMPENSATION PLAN FOR MR. ASTMAN. A PORTION OF MR. ASTMAN'S COMPENSATION WAS DEFERRED FROM 1993 THROUGH THE PLAN'S TERMINATION IN 2013. THE PLAN REQUIRED THAT BENEFITS BE DISTRIBUTED IN A LUMP SUM BETWEEN 12 TO 24 MONTHS OF THE PLAN TERMINATION. THE DEFERRED COMPENSATION PAYMENT REPRESENTS THE TOTAL AMOUNT OF A DEFERRED COMPENSATION ACCOUNT THAT WAS LIQUIDATED AND PAID TO JAMES ASTMAN IN 2015. THE TOTAL DEFERRED COMPENSATION PAYMENT IS COMPRISED OF AMOUNTS CONTRIBUTED FROM 1993 THROUGH 2013 TOTALING $1,060,000 PLUS INVESTMENT EARNINGS OF $1,205,017, AND AN ADJUSTMENT FOR LOST EARNINGS OF $150,000. COMPENSATION AMOUNTS AND BENEFITS REPORTED IN SCHEDULE J, PART II, INCLUDE A LOAN IN THE AMOUNT OF $60,000 AND RELATED INTEREST OF $2,444 WHICH WAS OWED BY JAMES ASTMAN TO OAKWOOD SCHOOL AND WAS FORGIVEN ON JUNE 30, 2015. THIS $60,000 IS SHOWN ON JAMES ASTMAN'S 2015 FORM W-2 AS MISCELLANEOUS TAXABLE COMPENSATION AND IS INCLUDED IN WAGES. THIS ARRANGEMENT IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IN ACCORDANCE WITH THE SCHOOL'S BYLAWS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARTSOOK HOLDINGS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11600 MAGNOLIA BLVD | AddressLine1Txt |
| City | NORTH HOLLYWOOD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | REAL ESTATE PROPERTIES HELD FOR FUTURE SCHOOL EXPANSION-TEMP. RENTED | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Total Income | $148,902 | TotalIncomeAmt |
| End Of Year Assets | $2,607,339 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAKWOOD SCHOOL | BusinessNameLine1Txt |
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