2017-09-28T18:22:48-05:00 2017-06-30 946214841 Armanino LLP 12657 Alcosta Blvd Ste 500 San Ramon CA 945834600 990 2016-07-01 951644019 Harvard-Westlake School HARV 8189806692 3700 Coldwater Canyon Studio City CA 91604 William M Barnum Finance Chair 8189806692 2017-09-27 1 Katy Brown P00650274 9257902600 66.234.208.144 2017-09-27 14:05:47 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 B8A03A9FCF3A62C48EECDADA24CD44032D6EB9C3 2016 2021-01-29 14:40:06Z RICHARD B COMMONS 3700 Coldwater Canyon Studio City CA 91604 107827688 0 X www.hw.com X 1911 CA TO PROVIDE COLLEGE PREPARATORY CURRICULUM AND PROGRAMS FOR STUDENTS in grades 7-12. 35 35 780 2000 0 0 41687492 26695211 59602459 62496464 8867988 16691880 520148 384648 110678087 106268203 9735864 10429386 0 0 41593628 42396792 0 0 3951098 27571570 28268708 78901062 81094886 31777025 25173317 323475357 355911098 14252708 13618817 309222649 342292281 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 62211914 10429386 62496464 Harvard-Westlake School provides Junior High and High School education for 1,595 students. 62211914 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 1 202 0 1 780 1 0 0 0 0 0 1 1 0 0 0 0 X 35 35 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 JAVIER ARANGO Trustee 1.00 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 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 SHIRLEY WANG Trustee 1.00 X 0 0 0 CHARLES B THORNTON JR Trustee 1.00 X 0 0 0 JOHN WEISSENBACH Trustee 1.00 X 0 0 0 Richard B Commons President 40.00 X 470864 0 115532 David Simon III Weil Chief Financial Officer 40.00 X 206197 0 35358 Jeanne Huybrechts Head of School 40.00 X 329516 0 119817 Edward W Hu Chief Advancement Officer 40.00 X 226953 0 59603 Robert D Levin Teacher 40.00 X 232495 0 45074 James De Matte CHIEF OF CAMPUS OPS & CONST 40.00 X 191361 0 43109 James E Pattison SENIOR ADVANCEMENT OFFICER 40.00 X 181526 0 37375 David J Ruben Dir of Information Technology 40.00 X 173053 0 40989 Harry L J Salamandra SENIOR ALUMNI OFFICER 40.00 X 172203 0 30702 2184168 0 527559 9 0 1 0 Healthy Choice Catering Corporation PO Box 55574 Sherman Oaks CA 914130574 Catering Services 3041425 CJL Security & Bodyguard Services 2624 Bloom Street Simi Valley CA 93063 Security and Janitorial 2638322 Anderson Data & Electric 7645 Eisenhower Street Ventura CA 93003 Construction 1918048 Mission School Transportation 201 West Sotello Street Los Angeles CA 90012 Student Transportation 1836273 Alba Construction Co 5953 Abernathy Drive Los Angeles CA 90045 Construction 1096961 20 332507 26362704 871727 26695211 Tuition and fees 611710 58409330 58409330 Auxiliary services 611710 4087134 4087134 62496464 1329847 1329847 119650 0 119650 119650 119650 15362033 0 15362033 15362033 15362033 109214 332507 234535 -125321 -125321 1715269 1324950 390319 390319 106268203 62496464 0 17076528 10429386 10429386 1409926 251509 802182 356235 31130312 23741992 5697504 1690816 2749633 1919392 629389 200852 4781147 3071468 1456192 253487 2325774 1655131 508401 162242 49649 49649 70665 70665 857710 857710 4053782 3855855 175401 22526 571921 452506 119415 976246 329911 490972 155363 2593601 1485198 1062829 45574 3685355 3446695 204400 34260 277902 169199 74990 33713 75546 44837 29259 1450 8379808 7960818 335192 83798 1097780 189692 899806 8282 Instructional - Dept 2937664 2937664 Administrative 1827126 11692 1032349 783085 Auxiliary Services 438684 438684 Transportation 375269 272791 102478 81094886 62211914 14931874 3951098 37283 1644851 2190320 237084 32854637 32599861 501354 300343 318039 292585 910273 1240004 230854562 85910204 146703698 144944358 139939906 174599911 19847 52101 323475357 355911098 2009507 1359846 10731272 10736372 1511929 1522599 14252708 13618817 X 172451391 176119628 89244437 112897296 47526821 53275357 309222649 342292281 323475357 355911098 25173317 7896315 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 77997591 5702936 16911209 3123801 97487935 95343102 2951431 -17084087 3212855 77997591 82622381 3994118 11342747 2616144 95343102 64061725 8155750 13547911 3143005 82622381 48878256 3649658 13129593 1595782 64061725 0.54640 0.45360 0 0 16213056 16213056 174967664 63459358 111508306 2533770 1288568 1245202 21432674 16305395 5127279 15707398 4856883 10850515 144944358 liability under retirement agreements 524246 accrued reserve for medical claims 650000 Student Program Accounts 348353 1522599 X 104184377 7896315 1324950 9221265 94963112 875705 10429386 11305091 106268203 71114745 1324950 1324950 69789795 875705 10429386 11305091 81094886 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, 2017, 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 1,324,950. Part XI, Line 4b - Other Adjustments: Tuition Assistance 10,429,386. Part XII, Line 2d - Other Adjustments: Inventory Cost of Goods Sold 1,324,950. Part XII, Line 4b - Other Adjustments: Tuition Assistance 10,429,386. 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. 25 Year Anniversary Gala 291878 182664 109214 67692 72437 39988 54418 Annual Partybook Sales 149843 149843 441721 332507 109214 67692 72437 39988 54418 234535 -125321 1 Financial Aid 321 10429386 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 X 0 1 X X X X X 0 1 0 0 0 0 0 0 0 Richard B Commons President 422059 0 0 0 48805 0 93452 0 22080 0 586396 0 0 0 David Simon III Weil Chief Financial Officer 205417 0 0 0 780 0 23442 0 11916 0 241555 0 0 0 Jeanne Huybrechts Head of School 311298 0 0 0 18218 0 102027 0 17790 0 449333 0 0 0 Edward W Hu Chief Advancement Officer 225021 0 0 0 1932 0 47609 0 11994 0 286556 0 0 0 Robert D Levin Teacher 228883 0 0 0 3612 0 27788 0 17286 0 277569 0 0 0 James De Matte CHIEF OF CAMPUS OPS & CONST 182673 0 0 0 8688 0 21077 0 22032 0 234470 0 0 0 James E Pattison SENIOR ADVANCEMENT OFFICER 173082 0 0 0 8444 0 19585 0 17790 0 218901 0 0 0 David J Ruben Dir of Information Technology 170223 0 0 0 2830 0 18789 0 22200 0 214042 0 0 0 Harry L J Salamandra SENIOR ALUMNI OFFICER 167923 0 0 0 4280 0 18450 0 12252 0 202905 0 0 0 Part I, Line 1a The school provides travel expenses for spouses and 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 1b While the school enforces its travel policy regarding spouses, it is not written. Part I, Line 4b A benefit of $50,000 accrued in each of the Sec. 457(f), non-qualifed deferred compensation plans, established for the President and Head of School. X 79 871727 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 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 12100 Wilshire Blvd Suite 1090 Los Angeles CA 90025 800876606 Real estate holdings CA 4199746 Harvard-Westlake School Charitable Remainder Trusts (14) Investment CA N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0