2015-10-13T19:57:10-05:00 2015-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BOULEVARD SUITE 500 SAN RAMON CA 945834600 990 2014-07-01 951644019 HARVARD-WESTLAKE SCHOOL HARV 8189806692 3700 COLDWATER CANYON STUDIO CITY CA 91604 WILLIAM M BARNUM FINANCE CO-CHAIR 8189806692 2015-09-28 1 LYNN HENLEY P00356034 9257902600 2014 2016-03-07 17:11:31Z RICHARD B COMMONS 3700 COLDWATER CANYON STUDIO CITY CA 91604 82794176 0 X WWW.HW.COM X 1911 CA TO PROVIDE COLLEGE PREPARATORY CURRICULUM AND PROGRAMS FOR STUDENTS IN GRADES 7-12. 35 35 715 2000 0 0 18977732 15000523 55597095 57432985 5069785 8256091 722143 714896 80366755 81404495 8487433 8467634 0 0 38008220 38087956 0 0 3191486 28945503 26491799 75441156 73047389 4925599 8357106 305206651 320024552 14579272 14417483 290627379 305607069 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 55123868 8467634 57432985 HARVARD-WESTLAKE SCHOOL PROVIDES JUNIOR HIGH AND HIGH SCHOOL EDUCATION FOR 1,593 STUDENTS. 55123868 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 1 1 1 0 0 0 1 0 0 0 0 1 226 0 1 715 1 0 0 0 0 0 1 1 1 1 0 0 1 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 BUSINESS MANAGER 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 RUSSELL GOLDSMITH THRU 615 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 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 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 478070 0 97856 LEVIN ROBERT D CHIEF FINANCIAL OFFICER 40.00 X 242932 0 40638 HUYBRECHTS JEANNE HEAD OF SCHOOL 40.00 X 318839 0 101834 HU EDWARD W CHIEF ADVANCEMENT OFFICER 40.00 X 209060 0 30154 AMATO JOHN VICE PRESIDENT 40.00 X 244159 0 39318 DE MATTE JAMES CHIEF OF CAMPUS OPERATIONS 40.00 X 188760 0 34889 WEIL DAVID SIMON III BUSINESS MANAGER 40.00 X 177468 0 26904 SALAMANDRA HARRY L JR SENIOR ALUMNI OFFICER 40.00 X 170882 0 25530 PATTISON JAMES E SENIOR ADVANCEMENT OFFICER 40.00 X 170424 0 29786 2200594 0 426909 59 0 1 0 ANDERSON DATA & ELECTRIC 7645 EISENHOWER STREET VENTURA CA 93003 CONSTRUCTION 3899994 ALBA CONSTRUCTION CO 5953 ABERNATHY DRIVE LOS ANGELES CA 90045 CONSTRUCTION 3153952 HEALTHY CHOICE CATERING CORPORATION PO BOX 55574 SHERMAN OAKS CA 91413 CATERING SERVICES 2602703 CJL SECURITY & BODYGUARD SERVICES 2624 BLOOM STREET SIMI VALLEY CA 93063 SECURITY AND JANITORIAL 2400731 MISSION SCHOOL TRANSPORTATION 6414 HOLLISTER AVENUE GOLETA CA 93117 STUDENT TRANSPORTATION 1531841 22 15000523 835924 15000523 TUITION AND FEES 611710 54222757 54222757 AUXILIARY SERVICES 611710 3210228 3210228 57432985 1616984 1616984 114100 0 114100 114100 114100 6639107 0 6639107 6639107 6639107 436197 177738 258459 258459 1554280 1211943 342337 342337 81404495 57432985 0 8970987 8467634 8467634 1536180 474965 737366 323849 28227306 21170435 5757310 1299561 2639488 1910991 582111 146386 3446566 2152024 1126248 168294 2238416 1621623 492853 123940 226826 226826 70079 70079 1015535 1015535 3712020 3481335 187148 43537 251350 162903 88447 919124 291045 469290 158789 2822582 1309296 1470942 42344 2723687 2530408 168191 25088 257087 106613 88799 61675 69521 33442 36079 7762171 7374062 310487 77622 1118548 214450 895483 8615 INSTRUCTIONAL - DEPT 3584674 3584674 ADMINISTRATIVE 1418817 7456 788022 623339 TRANSPORTATION 330336 183973 146363 AUXILIARY SERVICES 209442 209442 73047389 55123868 14732035 3191486 33812 44211 5696353 3249467 10858273 10414747 176731 205645 398643 387789 862897 1186866 220875921 72388380 145931212 148487541 141101971 156013946 146759 34340 305206651 320024552 2965046 2304443 9914162 10428605 1700064 1684435 14579272 14417483 X 171158398 176867759 79138099 84153101 40330882 44586209 290627379 305607069 305206651 320024552 X 8357106 6621495 1089 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 82622381 3994118 11353557 2616144 95353912 64061725 8155750 13547911 3143005 82622381 48878256 3649658 13129593 1595782 64061725 47071304 1487849 1721629 1402526 48878256 38898393 2084417 7271683 1183189 47071304 0.53250 0.46750 0 0 20223569 20223569 167224497 54179301 113045196 19110336 14677715 4432621 14317519 3531364 10786155 148487541 LIABILITY UNDER RETIREMENT AGREEMENTS 567353 ACCRUED RESERVE FOR MEDICAL CLAIMS 800000 STUDENT PROGRAM ACCOUNTS 317082 1684435 X 79932501 6621495 1389680 8011175 71921326 9483169 9483169 81404495 64953900 1389680 1389680 63564220 1015535 8467634 9483169 73047389 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 HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2015, 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 1,211,943. SPECIAL EVENT EXPENSES 177,737. PART XI, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 8,467,634. INVESTMENT MANAGEMENT FEES 1,015,535. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 177,737. INVENTORY COST OF GOODS SOLD 1,211,943. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION ASSISTANCE 8,467,634. 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 328956 328956 69321 3797 15728 HOMECOMING 107241 107241 34109 46524 8259 436197 436197 103430 50321 23987 177738 258459 1 FINANCIAL AID 273 8467634 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 420801 0 0 0 57269 0 83576 0 14280 0 575926 0 0 0 LEVIN ROBERT D CHIEF FINANCIAL OFFICER 241000 0 0 0 1932 0 29628 0 11010 0 283570 0 0 0 HUYBRECHTS JEANNE HEAD OF SCHOOL 305121 0 0 0 13718 0 90686 0 11148 0 420673 0 0 0 HU EDWARD W CHIEF ADVANCEMENT OFFICER 207933 0 0 0 1127 0 22942 0 7212 0 239214 0 0 0 AMATO JOHN VICE PRESIDENT 227437 0 0 0 16722 0 27804 0 11514 0 283477 0 0 0 DE MATTE JAMES CHIEF OF CAMPUS OPERATIONS 179475 0 0 0 9285 0 20609 0 14280 0 223649 0 0 0 WEIL DAVID SIMON III BUSINESS MANAGER 176870 0 0 0 598 0 19776 0 7128 0 204372 0 0 0 SALAMANDRA HARRY L JR SENIOR ALUMNI OFFICER 168225 0 0 0 2657 0 18060 0 7470 0 196412 0 0 0 PATTISON JAMES E SENIOR ADVANCEMENT OFFICER 166241 0 0 0 4183 0 18638 0 11148 0 200210 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. CITY NATIONAL BANK TRUSTEE 234 ONE OF THE SCHOOL'S TRUSTEES IS AN OFFICER OF THE SCHOOL'S DEPOSITARY BANK. THE BANK HAD BEEN INDEPENDENTLY SELECTED BY THE SCHOOL'S BUSINESS OFFICE PRIOR TO THE BANK OFFICER BECOMING A SCHOOL TRUSTEE. AMOUNT DISCLOSED INCLUDES EARNINGS ON CASH IN THE BANK AND EXCLUDES EXTERNALLY MANAGED INVESTMENTS. 0 LIFEGUARD & SWIM LLC TRUSTEE 187710 ONE OF THE SCHOOL'S TRUSTEES IS THE PARENT OF THE FOUNDER OF THIS LLC. THE SCHOOL HIRED THE SERVICE PROVIDER FOR THEIR LIFEGUARD SERVICES. 0 X 2 55500 APPRAISAL X 103 835924 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: ADMINISTRATIVE ADJUSTMENT 1,089. FORM 990, PART XII, LINE 2C: FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. DOMUS PRIMUS 12100 WILSHIRE BLVD SUITE 1090 LOS ANGELES CA 90025 800876606 REAL ESTATE HOLDINGS CA 4011354