2011-05-24T18:20:52-05:00 2010-06-30 Armanino McKenna LLP 12667 Alcosta Boulevard Suite 500 San Ramon CA 945834427 990 2009-07-01 951644019 Harvard-Westlake School HARV 8189806692 3700 Coldwater Canyon North Hollywood CA 91604 William M Barnum 8189806692 2011-05-16 1 Bruce Coblentz 9257902600 2009 2016-02-24 21:20:13Z Thomas Hudnut 3700 Coldwater Canyon North Hollywood CA 91604 79615072 0 X www.hw.com X 1911 CA See 990 Part III, Line 1. 37 37 641 2000 0 0 14752384 17281469 45172431 48146611 -11089526 825535 552776 642008 49388065 66895623 5936096 6625444 0 0 30931800 31071248 0 0 2068949 21578120 23395253 58446016 61091945 -9057951 5803678 208336315 220537556 12737443 14026437 195598872 206511119 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. 0 0 42468219 6625444 48146611 Harvard-Westlake School provides Junior High and High School education for approximately 1,594 students. 42468219 1 1 0 0 0 0 0 1 1 1 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 1 120 0 1 641 1 0 0 0 0 1 1 1 1 0 0 0 37 37 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X Dennis Geselowitz CAO 8184876609 3700 Coldwater Canyon North Hollywood CA 91604 christine u hazy 1.00 X X 0 0 0 alison ressler 1.00 X X 0 0 0 michael segal 1.00 X X 0 0 0 william m barnum 1.00 X X 0 0 0 victoria seaver dean 1.00 X X 0 0 0 mark attanasio 1.00 X 0 0 0 cynthia baise 1.00 X 0 0 0 marisa arango berry 1.00 X 0 0 0 robert d beyer 1.00 X 0 0 0 peter s bing 1.00 X 0 0 0 the rt rev j jon bruno 1.00 X 0 0 0 jae min chang 1.00 X 0 0 0 william lloyd davis 1.00 X 0 0 0 bradford w edgerton 1.00 X 0 0 0 jane b eisner 1.00 X 0 0 0 david fisher 1.00 X 0 0 0 eric r garen 1.00 X 0 0 0 russell goldsmith 1.00 X 0 0 0 jana waring greer 1.00 X 0 0 0 joni ivy hamilton 1.00 X 0 0 0 ronald s hartwick 1.00 X 0 0 0 phil holthouse 1.00 X 0 0 0 alan horn 1.00 X 0 0 0 janis feldman horn 1.00 X 0 0 0 jean kaplan 1.00 X 0 0 0 alan d levy 1.00 X 0 0 0 charles t munger 1.00 X 0 0 0 alfred e osborne jr 1.00 X 0 0 0 ki suh park 1.00 X 0 0 0 thomas l pfister 1.00 X 0 0 0 srila singh 1.00 X 0 0 0 norman f sprague iii 1.00 X 0 0 0 charles b thornton jr 1.00 X 0 0 0 wendy wachtell 1.00 X 0 0 0 shirley wang 1.00 X 0 0 0 sally weil 1.00 X 0 0 0 alan wilson 1.00 X 0 0 0 Thomas C Hudnut 40.00 X 472928 0 306752 Robert D Levin 40.00 X 195540 0 35259 John Amato 40.00 X 205530 0 37840 Edward W Hu 40.00 X 162560 0 27158 Jeanne Huybrechts 40.00 X 213363 0 38091 James De Matte 40.00 X 161253 0 31141 Harry Salamandra Jr 40.00 X 142128 0 26318 David J Ruben 40.00 X 144028 0 29073 james E pattison 40.00 X 141548 0 26121 alan homan 40.00 X 131816 0 22142 1970694 0 579895 5 0 1 0 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 6 50377 23360 17207732 2649741 17281469 tuition and fees 611710 45133260 45133260 auxillary services 611710 3013351 3013351 48146611 424211 424211 170258 9495 160763 160763 160763 11923738 11522414 401324 401324 401324 341320 50377 146853 194467 194467 1327465 1040687 286778 286778 66895623 48146611 0 1467543 6625444 6625444 1216820 205378 774789 236653 23150062 15277776 6837753 1034533 2313573 1503823 717208 92542 2561644 1665069 794110 102465 1829149 1188947 567036 73166 282473 282473 49500 49500 253143 253143 3039738 1150129 1888790 819 105589 373 33145 72071 726356 33465 612350 80541 1253756 1253756 3400161 3239173 146375 14613 111092 78817 32275 -8783 -12280 3497 8756384 8318565 400292 37527 1081368 337098 744270 instructional - dept 2629734 2414269 215465 0 administrative 1174653 0 850634 324019 transportation 326290 228374 97916 0 auxillary services 213799 213799 0 0 61091945 42468219 16554777 2068949 9264504 9719844 12987149 16558367 292746 182358 403486 376235 479339 815140 185925346 35544327 155984133 150381019 25885240 41966859 2297953 741765 537734 208336315 220537556 3405737 3666140 8018607 8902820 261626 353627 1051473 1103850 12737443 14026437 X 154766827 160562991 17327321 20545552 23504724 25402576 195598872 206511119 208336315 220537556 X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 33056021 1897853 4974974 1030455 38898393 46369584 1411377 -12693224 2031716 33056021 0.00000 0.65310 0.34690 0 0 16217560 16217560 153247684 26678606 126569078 4687585 2840231 1847354 11772517 6025490 5747027 150381019 liability under retirement agreements 653850 accrued reserve for medical claims 450000 1103850 66895623 61091945 5803678 5108569 5108569 10912247 66175787 5108569 1050182 6158751 60017036 6878587 6878587 66895623 55263540 1050182 1050182 54213358 6878587 6878587 61091945 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: Description of Intended Use of Endowment Funds: The School's endowment funds and earnings are intended to fund scholarships, and to support faculty and the general operations of the school. Part X: Description of Uncertain Tax Positions Under FIN 48: 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. 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. 1 1 1 (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. 1 1 1 1 0 0 0 0 0 0 0 0 1 0 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. 1 parent org. event 391697 50377 341320 0 0 0 0 0 146853 391697 50377 341320 146853 146853 194467 1 financial aid 270 6625444 fmv financial aid to 270 students Procedure for Monitoring Grants in the U.S.: Part I, Line 2: 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. X X X 0 1 X X X X X 0 1 0 0 0 0 0 0 0 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 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. russell goldsmith trustee 62345 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 X 55 2649741 fmv 0 1 1 Third Party Use: Part I, Line 32b: The school uses brokerage companies to sell stock contributions. 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. HWS Real Estate Corporation 3700 Coldwater Canyon North Hollywood CA 91604 954502526 Real Estate Investments CA 501(c)(25) n/a N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0