2016-10-17T00:00:00-05:00 2016-06-30 946214841 Armanino LLP 12657 Alcosta Blvd Ste 500 San Ramon CA 945834600 990 2015-07-01 951644019 Harvard-Westlake School HARV 8189806692 3700 Coldwater Canyon Studio City CA 91604 William M Barnum Finance Chair 8189806692 2016-10-18 1 John Panetta P00365375 9257902600 2015 2017-02-10 21:41:12Z RICHARD B COMMONS 3700 Coldwater Canyon Studio City CA 91604 112170630 0 X www.hw.com X 1911 CA TO PROVIDE COLLEGE PREPARATORY CURRICULUM AND PROGRAMS FOR STUDENTS in grades 7-12. 36 36 715 2000 0 0 15000523 41687492 57432985 59602459 8256091 8867988 714896 520148 81404495 110678087 8467634 9735864 0 0 38087956 41593628 0 0 3586501 26491799 27571570 73047389 78901062 8357106 31777025 320024552 323475357 14417483 14252708 305607069 309222649 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 60666618 9735864 59602459 Harvard-Westlake School provides Junior High and High School education for 1,595 students. 60666618 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 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 1 234 0 1 715 1 0 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 CHRISTINE U HAZY CHAIR 1.00 X X 0 0 0 ALISON RESSLER VICE CHAIR 1.00 X X 0 0 0 MICHAEL SEGAL VICE CHAIR 1.00 X X 0 0 0 PHILIP HOLTHOUSE 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 CYNTHIA H BAISE TRUSTEE 1.00 X 0 0 0 WILLIAM M BARNUM 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 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 Mario Rodriguez 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 CHARLES B THORNTON JR TRUSTEE 1.00 X 0 0 0 WENDY WACHTELL 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 ALAN WILSON TRUSTEE 1.00 X 0 0 0 COMMONS RICHARD B PRESIDENT 40.00 X 483731 0 107105 WEIL DAVID SIMON III Chief Financial Officer 40.00 X 191571 0 30141 HU EDWARD W CHIEF ADVANCEMENT OFFICER 40.00 X 216491 0 32761 HUYBRECHTS JEANNE HEAD OF SCHOOL 40.00 X 320540 0 112395 AMATO JOHN VICE PRESIDENT 40.00 X 245206 0 42290 LEVIN ROBERT D Teacher 40.00 X 238027 0 43015 DE MATTE JAMES CHIEF OF CAMPUS OPERATIONS 40.00 X 185918 0 39557 Salamandra Harry L Jr Senior Alumni Officer 40.00 X 169044 0 26893 Pattison James E Senior Advancement Officer 40.00 X 168641 0 32850 2219169 0 467007 73 0 1 0 Alba Construction Co 5953 Abernathy Drive Los Angeles CA 90045 Construction 2925591 Healthy Choice Catering Corporation PO Box 55574 Sherman Oaks CA 914130574 Catering Services 2729553 CJL Security & Bodyguard Services 2624 Bloom Street Simi Valley CA 93063 Security and Janitorial 2442338 Anderson Data & Electric 7645 Eisenhower Street Ventura CA 93003 Construction 2353035 Mission School Transportation 2624 Bloom Street Simi Valley CA 93063 Student Transportation 1544003 22 41687492 2815133 41687492 Tuition and fees 611710 56047334 56047334 Auxiliary services 611710 3555125 3555125 59602459 1544241 1544241 130900 0 130900 130900 130900 7323747 0 7323747 7323747 7323747 216632 179219 37413 37413 1665159 1313324 351835 351835 110678087 59602459 0 9388136 9735864 9735864 1555695 343412 856741 355542 30486769 23178318 5866193 1442258 2776545 1935290 660828 180427 4508965 2990943 1293170 224852 2265654 1611621 513760 140273 85995 85995 75641 75641 857710 857710 3892053 3636063 234956 21034 259712 170649 89063 941821 317373 489144 135304 2987308 1954400 981822 51086 3952582 3683931 230111 38540 268184 135758 102987 29439 78393 50077 27791 525 8105489 7700214 324220 81055 1102439 197618 896603 8218 Instructional - Dept 2620447 2620447 Administrative 1754513 8938 956690 788885 Auxiliary Services 395130 395130 0 0 Transportation 194153 171221 22932 78901062 60666618 14647943 3586501 44211 37283 3249467 2190320 10414747 32854637 205645 501354 387789 318039 1186866 910273 225376078 78672380 148487541 146703698 156013946 139939906 34340 19847 320024552 323475357 2304443 2009507 10428605 10731272 1684435 1511929 14417483 14252708 X 176867759 172451391 84153101 89244437 44586209 47526821 305607069 309222649 320024552 323475357 X 31777025 -28150445 -11000 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 95343102 2951431 -17084087 3212855 77997591 82622381 3994118 11342747 2616144 95343102 64061725 8155750 13547911 3143005 82622381 48878256 3649658 13129593 1595782 64061725 47071304 1487849 1721629 1402526 48878256 0.60240 0.39760 0 0 20223569 20223569 171793662 57662791 114130871 20203055 15081831 5121224 13155792 5927758 7228034 146703698 liability under retirement agreements 543334 accrued reserve for medical claims 650000 Student Program Accounts 318595 1511929 X 73399872 -28150445 1492543 -26657902 100057774 884449 9735864 10620313 110678087 69773292 1492543 1492543 68280749 884449 9735864 10620313 78901062 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, 2016, 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 1,313,324. Special Event Expenses 179,219. Part XI, Line 4b - Other Adjustments: Tuition Assistance 9,735,864. Part XII, Line 2d - Other Adjustments: Special Event Expenses 179,219. Inventory Cost of Goods Sold 1,313,324. Part XII, Line 4b - Other Adjustments: Tuition Assistance 9,735,864. 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. Parent Org. Event 117661 117661 63730 1674 18493 Homecoming 98971 98971 29539 31533 34250 216632 216632 93269 33207 52743 179219 37413 1 Financial Aid 302 9735864 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 COMMONS RICHARD B PRESIDENT 412057 0 0 0 71674 0 87768 0 19337 0 590836 0 0 0 WEIL DAVID SIMON III Chief Financial Officer 190833 0 0 0 738 0 21298 0 8843 0 221712 0 0 0 HU EDWARD W CHIEF ADVANCEMENT OFFICER 214625 0 0 0 1866 0 23840 0 8921 0 249252 0 0 0 HUYBRECHTS JEANNE HEAD OF SCHOOL 302155 0 0 0 18385 0 97460 0 14935 0 432935 0 0 0 AMATO JOHN VICE PRESIDENT 228965 0 0 0 16241 0 27355 0 14935 0 287496 0 0 0 LEVIN ROBERT D Teacher 234415 0 0 0 3612 0 28584 0 14431 0 281042 0 0 0 DE MATTE JAMES CHIEF OF CAMPUS OPERATIONS 177165 0 0 0 8753 0 20268 0 19289 0 225475 0 0 0 Salamandra Harry L Jr Senior Alumni Officer 164832 0 0 0 4212 0 17714 0 9179 0 195937 0 0 0 Pattison James E Senior Advancement Officer 164322 0 0 0 4319 0 18281 0 14569 0 201491 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 109 2815134 FMV 0 1 0 Form 990, Part VI, Section B, line 11 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 XI, line 9: Reclassification of Beginning Net Assets -11,000. 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 4139496 Harvard-Westlake School Charitable Remainder Trusts (12) Investment CA N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0