HARVARD-WESTLAKE SCHOOL: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- HARVARD-WESTLAKE SCHOOL (EIN 95-1644019)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-24
- IRS object ID
- 201141449349300424
- Schema version
- 2009v1.7
- 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) |
|---|---|---|
| Timestamp | 2011-05-24T18:20:52-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Armanino McKenna LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12667 Alcosta Boulevard Suite 500 | AddressLine1 |
| City | San Ramon | City |
| State | CA | State |
| ZIP Code | 945834427 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951644019 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harvard-Westlake School | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HARV | NameControl |
| Phone | 8189806692 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 Coldwater Canyon | AddressLine1 |
| City | North Hollywood | City |
| State | CA | State |
| ZIP Code | 91604 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | William M Barnum | Name |
| Title | Finance Chair | Title |
| Phone | 8189806692 | Phone |
| Date Signed | 2011-05-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Bruce Coblentz | Name |
| Phone | 9257902600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Thomas Hudnut | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 Coldwater Canyon | AddressLine1 |
| City | North Hollywood | City |
| State | CA | State |
| ZIP Code | 91604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 79615072 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.hw.com | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1911 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | See 990 Part III, Line 1. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 37 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 37 | NbrIndependentVotingMembers |
| Total Nbr Employees | 641 | TotalNbrEmployees |
| Total Nbr Volunteers | 2000 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 14752384 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 17281469 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 45172431 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 48146611 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -11089526 | InvestmentIncomePriorYear |
| Investment Income Current Year | 825535 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 552776 | OtherRevenuePriorYear |
| Other Revenue Current Year | 642008 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 49388065 | TotalRevenuePriorYear |
| Total Revenue Current Year | 66895623 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 5936096 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 6625444 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 30931800 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 31071248 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2068949 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 21578120 | OtherExpensePriorYear |
| Other Expenses Current Year | 23395253 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 58446016 | TotalExpensesPriorYear |
| Total Expenses Current Year | 61091945 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -9057951 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5803678 | RevenuesLessExpensesCY |
| Total Assets BOY | 208336315 | TotalAssetsBOY |
| Total Assets EOY | 220537556 | TotalAssetsEOY |
| Total Liabilities BOY | 12737443 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 14026437 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 195598872 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 206511119 | NetAssetsOrFundBalancesEOY |
| Mission Description | Harvard-Westlake School's curricula and programs create an educational environment designed for students who possess both the motivation and the ability to pursue a rigorous college preparatory course of study. The school strives to provide an education that enables and enpowers its diverse students to develop their intellectual, spiritual, emotional, and physical gifts; to understand and respect the similarities and differences among themselves and others in their local and world communities; and to learn the habits of mind and self-discipline necessary to live with integrity and purpose as contributing members of society. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 42468219 | Expense |
| Grants | 6625444 | Grants |
| Revenue | 48146611 | Revenue |
| Description | Harvard-Westlake School provides Junior High and High School education for approximately 1,594 students. | Description |
| Total Program Service Expense | 42468219 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 120 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 641 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 1 | NonDeductibleContributions |
| Non Deductible Disclosure | 1 | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 37 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 37 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dennis Geselowitz CAO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8184876609 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 Coldwater Canyon | AddressLine1 |
| City | North Hollywood | City |
| State | CA | State |
| ZIP Code | 91604 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (47 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| 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 | ||
| 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 | |||
| cynthia baise | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| marisa arango berry | ||||||||
| 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 | |||
| william lloyd davis | ||||||||
| 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 fisher | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| eric r garen | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| russell goldsmith | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| jana waring greer | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| joni ivy hamilton | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| ronald s hartwick | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| phil holthouse | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| alan horn | ||||||||
| 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 | |||
| 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 | |||
| ki suh park | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| thomas l pfister | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| srila singh | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| norman f sprague iii | ||||||||
| 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 | |||
| sally weil | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| alan wilson | ||||||||
| trustee | 1.00 | X | 0 | 0 | 0 | |||
| Thomas C Hudnut | ||||||||
| President | 40.00 | X | 472928 | 0 | 306752 | |||
| Robert D Levin | ||||||||
| CFO | 40.00 | X | 195540 | 0 | 35259 | |||
| John Amato | ||||||||
| Vice President | 40.00 | X | 205530 | 0 | 37840 | |||
| Edward W Hu | ||||||||
| Chief Adv. Officer | 40.00 | 162560 | 0 | 27158 | X | |||
| Jeanne Huybrechts | ||||||||
| Head of HW School | 40.00 | 213363 | 0 | 38091 | X | |||
| James De Matte | ||||||||
| Dir-Campus Operations | 40.00 | 161253 | 0 | 31141 | X | |||
| Harry Salamandra Jr | ||||||||
| Head of Upper School | 40.00 | 142128 | 0 | 26318 | X | |||
| David J Ruben | ||||||||
| Dir-Computer Services | 40.00 | 144028 | 0 | 29073 | X | |||
| james E pattison | ||||||||
| senior adv. officer | 40.00 | 141548 | 0 | 26121 | X | |||
| alan homan | ||||||||
| senior software engineer | 40.00 | 131816 | 0 | 22142 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1970694 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 579895 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| healthy choice catering | |||||
| po box 55574 | sherman oaks | CA | 914130574 | catering services | 2193855 |
| CJL Security & Bodyguard Services | |||||
| 2624 Bloom Street | Simi Valley | CA | 93063 | Security | 1847408 |
| anderson data & electric | |||||
| 7645 eisenhower street | ventura | CA | 93003 | electrical contractor | 1836531 |
| oseguera landscaping | |||||
| 2475 Walgrove Avenue | los angeles | CA | 90066 | landscape gardening | 240589 |
| Pacific Platinum Services Inc | |||||
| 2624 Bloom Street | Simi Valley | CA | 93063 | Janitorial | 233800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| Fundraising Events | 50377 | FundraisingEvents |
| Government Grants | 23360 | GovernmentGrants |
| All Other Contributions | 17207732 | AllOtherContributions |
| Noncash Contributions | 2649741 | NoncashContributions |
| Total Contributions | 17281469 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| tuition and fees | 611710 | 45133260 | 45133260 |
| auxillary services | 611710 | 3013351 | 3013351 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 48146611 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 424211 | TotalRevenueColumn |
| Exclusion | $424,211 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 170258 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 9495 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 160763 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 160763 | TotalRevenueColumn |
| Exclusion | $160,763 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11923738 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11522414 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 401324 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 401324 | TotalRevenueColumn |
| Exclusion | $401,324 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 341320 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 50377 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 146853 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 194467 | TotalRevenueColumn |
| Exclusion | $194,467 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 1327465 | GrossSalesOfInventory |
| Cost Of Goods Sold | 1040687 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 286778 | TotalRevenueColumn |
| Exclusion | $286,778 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 66895623 | TotalRevenueColumn |
| Related Or Exempt Function Income | 48146611 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,467,543 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6625444 | Total |
| Program Services | 6625444 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1216820 | Total |
| Program Services | 205378 | ProgramServices |
| Management And General | 774789 | ManagementAndGeneral |
| Fundraising | 236653 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23150062 | Total |
| Program Services | 15277776 | ProgramServices |
| Management And General | 6837753 | ManagementAndGeneral |
| Fundraising | 1034533 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2313573 | Total |
| Program Services | 1503823 | ProgramServices |
| Management And General | 717208 | ManagementAndGeneral |
| Fundraising | 92542 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2561644 | Total |
| Program Services | 1665069 | ProgramServices |
| Management And General | 794110 | ManagementAndGeneral |
| Fundraising | 102465 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1829149 | Total |
| Program Services | 1188947 | ProgramServices |
| Management And General | 567036 | ManagementAndGeneral |
| Fundraising | 73166 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 282473 | Total |
| Management And General | 282473 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49500 | Total |
| Management And General | 49500 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 253143 | Total |
| Management And General | 253143 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3039738 | Total |
| Program Services | 1150129 | ProgramServices |
| Management And General | 1888790 | ManagementAndGeneral |
| Fundraising | 819 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105589 | Total |
| Program Services | 373 | ProgramServices |
| Management And General | 33145 | ManagementAndGeneral |
| Fundraising | 72071 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 726356 | Total |
| Program Services | 33465 | ProgramServices |
| Management And General | 612350 | ManagementAndGeneral |
| Fundraising | 80541 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1253756 | Total |
| Management And General | 1253756 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3400161 | Total |
| Program Services | 3239173 | ProgramServices |
| Management And General | 146375 | ManagementAndGeneral |
| Fundraising | 14613 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111092 | Total |
| Program Services | 78817 | ProgramServices |
| Management And General | 32275 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -8783 | Total |
| Program Services | -12280 | ProgramServices |
| Management And General | 3497 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8756384 | Total |
| Program Services | 8318565 | ProgramServices |
| Management And General | 400292 | ManagementAndGeneral |
| Fundraising | 37527 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1081368 | Total |
| Program Services | 337098 | ProgramServices |
| Management And General | 744270 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| instructional - dept | 2629734 | 2414269 | 215465 | 0 |
| administrative | 1174653 | 0 | 850634 | 324019 |
| transportation | 326290 | 228374 | 97916 | 0 |
| auxillary services | 213799 | 213799 | 0 | 0 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61091945 | Total |
| Program Services | 42468219 | ProgramServices |
| Management And General | 16554777 | ManagementAndGeneral |
| Fundraising | 2068949 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9264504 | BOY |
| EOY | 9719844 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12987149 | BOY |
| EOY | 16558367 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 292746 | BOY |
| EOY | 182358 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 403486 | BOY |
| EOY | 376235 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 479339 | BOY |
| EOY | 815140 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 185925346 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 35544327 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 155984133 | BOY |
| EOY | 150381019 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25885240 | BOY |
| EOY | 41966859 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2297953 | BOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 741765 | BOY |
| EOY | 537734 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 208336315 | BOY |
| EOY | 220537556 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3405737 | BOY |
| EOY | 3666140 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8018607 | BOY |
| EOY | 8902820 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 261626 | BOY |
| EOY | 353627 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1051473 | BOY |
| EOY | 1103850 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12737443 | BOY |
| EOY | 14026437 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 154766827 | BOY |
| EOY | 160562991 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17327321 | BOY |
| EOY | 20545552 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23504724 | BOY |
| EOY | 25402576 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 195598872 | BOY |
| EOY | 206511119 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 208336315 | BOY |
| EOY | 220537556 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 33056021 | BeginningOfYearBalance |
| Contributions | 1897853 | Contributions |
| Investment Earnings Or Losses | 4974974 | InvestmentEarningsOrLosses |
| Other Expenditures | 1030455 | OtherExpenditures |
| End Of Year Balance | 38898393 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 46369584 | BeginningOfYearBalance |
| Contributions | 1411377 | Contributions |
| Investment Earnings Or Losses | -12693224 | InvestmentEarningsOrLosses |
| Other Expenditures | 2031716 | OtherExpenditures |
| End Of Year Balance | 33056021 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.65310 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.34690 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 16217560 | OtherCostOrOtherBasis |
| Book Value | 16217560 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 153247684 | OtherCostOrOtherBasis |
| Depreciation | 26678606 | Depreciation |
| Book Value | 126569078 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4687585 | OtherCostOrOtherBasis |
| Depreciation | 2840231 | Depreciation |
| Book Value | 1847354 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 11772517 | OtherCostOrOtherBasis |
| Depreciation | 6025490 | Depreciation |
| Book Value | 5747027 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 150381019 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| liability under retirement agreements | $653,850 |
| accrued reserve for medical claims | $450,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1103850 | TotalOfAmounts |
| Total Revenue | 66895623 | TotalRevenue |
| Total Expenses | 61091945 | TotalExpenses |
| Excess Or Deficit For Year | 5803678 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 5108569 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 5108569 | TotalAdjustments |
| Excess Or Deficit Per FS | 10912247 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 66175787 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 5108569 | NetUnrealizedGainsInvestments |
| Other Revenues | 1050182 | OtherRevenues |
| Revenue Not Rptd F990 | 6158751 | RevenueNotRptdF990 |
| Revenue Subtotal | 60017036 | RevenueSubtotal |
| Other Revenues Not Included | 6878587 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 6878587 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 66895623 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 55263540 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1050182 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1050182 | ExpensesNotRptdF990 |
| Expenses Subtotal | 54213358 | ExpensesSubtotal |
| Other Expenses Not Included | 6878587 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 6878587 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 61091945 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Part IV, Line 2b: | The School holds several student program accounts, which are primarily funds being held for student trips, summer programs, clubs (student ventures and parent organizations), and other student support activities. | |
| Part V, Line 4: | The School's endowment funds and earnings are intended to fund scholarships, and to support faculty and the general operations of the school. | Description of Intended Use of Endowment Funds: |
| Part X: | The School adopted FIN 48 effective July 1, 2009. The School believes that it does not have any uncertain tax positions that impact the School's financial position or statement of activities. | Description of Uncertain Tax Positions Under FIN 48: |
| Part XII, Line 2d - Other Adjustments: | rental expenses included with expenses: 9495. inventory COGS included with expenses: 1040687. | |
| Part XII, Line 4b - Other Adjustments: | tuition assistance: 6625444. investment management fees included with expenses: 253143. | |
| Part XIII, Line 2d - Other Adjustments: | rental expenses included with expenses: 9495. inventory COGS included with expenses: 1040687. | |
| Part XIII, Line 4b - Other Adjustments: | tuition assistance: 6625444. investment management fees included with expenses: 253143. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Pub Via Broadcast Media Expln | (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. | PubViaBroadcastMediaExpln |
| Maint Racial Composition Records | 1 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Govt Financial Aid Explanation | THE SCHOOL RECEIVED FEDERAL FUNDING AS A GEOSCIENCE GRANT SPONSOR, FOR ONE OF OUR TEACHERS TO CREATE AND TEACH A COLLEGE-LEVEL GEOSCIENCE COURSE. THE SCHOOL ITSELF RECEIVED APPROXIMATELY $23,360. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | parent org. event | NameOfEvent1 |
| Gross Receipts Event1 | 391697 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 50377 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 341320 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 0 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 0 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 146853 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 391697 | GrossReceiptsTotal |
| Charitable Contributions Total | 50377 | CharitableContributionsTotal |
| Gross Revenue Total Events | 341320 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 146853 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 146853 | DirectExpenseSummaryEvents |
| Net Income Summary | 194467 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | financial aid | TypeOfGrant |
| Number Of Recipients | 270 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 6625444 | AmountOfNonCashAssistance |
| Method Of Valuation | fmv | MethodOfValuation |
| Description Of Non Cash Assistance | financial aid to 270 students | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: All admitted students are elgible 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Thomas C Hudnut | |||||||||||||
| 362700 | 0 | 0 | 0 | 110228 | 0 | 233246 | 0 | 73506 | 0 | 779680 | 0 | 0 | 0 |
| Robert D Levin | |||||||||||||
| 195000 | 0 | 0 | 0 | 540 | 0 | 0 | 0 | 35259 | 0 | 230799 | 0 | 0 | 0 |
| John Amato | |||||||||||||
| 196900 | 0 | 0 | 0 | 8630 | 0 | 0 | 0 | 37840 | 0 | 243370 | 0 | 0 | 0 |
| Edward W Hu | |||||||||||||
| 162200 | 0 | 0 | 0 | 360 | 0 | 0 | 0 | 27158 | 0 | 189718 | 0 | 0 | 0 |
| Jeanne Huybrechts | |||||||||||||
| 210000 | 0 | 0 | 0 | 3363 | 0 | 0 | 0 | 38091 | 0 | 251454 | 0 | 0 | 0 |
| James De Matte | |||||||||||||
| 156000 | 0 | 0 | 0 | 5253 | 0 | 0 | 0 | 31141 | 0 | 192394 | 0 | 0 | 0 |
| Harry Salamandra Jr | |||||||||||||
| 141300 | 0 | 0 | 0 | 828 | 0 | 0 | 0 | 26318 | 0 | 168446 | 0 | 0 | 0 |
| David J Ruben | |||||||||||||
| 143200 | 0 | 0 | 0 | 828 | 0 | 0 | 0 | 29073 | 0 | 173101 | 0 | 0 | 0 |
| james E pattison | |||||||||||||
| 140000 | 0 | 0 | 0 | 1548 | 0 | 0 | 0 | 26121 | 0 | 167669 | 0 | 0 | 0 |
| alan homan | |||||||||||||
| 131600 | 0 | 0 | 0 | 216 | 0 | 0 | 0 | 22142 | 0 | 153958 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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. In certain circumstances, after careful consideration, when the school deems housing allowances are warranted in order to maintain valuable employees, the school has authorized those. |
| Part I, Line 1b | While the school enforces its travel policy regarding spouses, it is not written. |
| Part I, Line 4a | The school has a deferred compensation agreement with one of its executive employees. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | russell goldsmith | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | trustee | Relationship |
| Amount Of Transaction | 62345 | AmountOfTransaction |
| Description Of Transaction | 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. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 55 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2649741 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | fmv | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Third Party Use: | Identifier |
| Return Reference | Part I, Line 32b: | ReturnReference |
| Explanation | The school uses brokerage companies to sell stock contributions. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI | The School has not yet completed its annual trustee member survey, which is in process. The school is not aware of any relationships at this time. If it is later discovered that any relationship has not been disclosed, consideration will be given to disclosure on an amended return. |
| 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 2c: | The finance committee oversees the annual audit of the financial statements. |
| Form 990, Part VI, Section A, Line 2: | The School has not yet completed their annual trustee member survey but are in the process of completing. The school is not aware of any relationships at this time. If it is later discovered that any relationship has not been disclosed, consideration will be given to disclosure on an amended return. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HWS Real Estate Corporation | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3700 Coldwater Canyon | AddressLine1 |
| City | North Hollywood | City |
| State | CA | State |
| ZIP Code | 91604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954502526 | EIN |
| Primary Activities | Real Estate Investments | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(c)(25) | ExemptCodeSection |
| Public Charity Status | n/a | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Comments