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OAKWOOD SCHOOL: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
OAKWOOD SCHOOL (EIN 95-1698608)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-01
IRS object ID
202531219349302663
Schema version
2023v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-01T18:55:42-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN946214841PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ARMANINO ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12700 CAMINO RAMON STE 350AddressLine1Txt
CitySAN RAMONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP945835004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN951698608EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OAKWOOD SCHOOLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOAKWBusinessNameControlTxt
Phone8187323000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111600 MAGNOLIA BLVDAddressLine1Txt
CityNORTH HOLLYWOODCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91601ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRISTOPHER B THOMASPersonNm
Person TitleCHIEF OPERATING OFFICERPersonTitleTxt
Phone8187323000PhoneNum
Signature2025-04-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATY BROWNPreparerPersonNm
PTINP00650274PTIN
Phone9257902600PhoneNum
Preparation2025-04-09PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJAIME DOMINGUEZPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line111600 MAGNOLIA BLVDAddressLine1Txt
CityNORTH HOLLYWOODCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91601ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$86,209,074GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.OAKWOODSCHOOL.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1951FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionOAKWOOD SCHOOL IS A NON-PROFIT EDUCATIONAL INSTITUTION IN NORTH HOLLYWOOD, CA. (SEE SCHEDULE O)THE SCHOOL'S OPERATIONS CONSIST PRINCIPALLY OF PROVIDING ELEMENTARY AND SECONDARY EDUCATIONAL SERVICES TO ITS STUDENTS.ActivityOrMissionDesc
Voting Members Governing Body34VotingMembersGoverningBodyCnt
Voting Members Independent34VotingMembersIndependentCnt
Total Employee377TotalEmployeeCnt
Total Volunteers150TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,172,612PYContributionsGrantsAmt
CY Contributions Grants$8,438,030CYContributionsGrantsAmt
PY Program Service Revenue$41,459,150PYProgramServiceRevenueAmt
CY Program Service Revenue$43,996,310CYProgramServiceRevenueAmt
PY Investment Income$647,438PYInvestmentIncomeAmt
CY Investment Income$1,806,225CYInvestmentIncomeAmt
PY Other Revenue$767,937PYOtherRevenueAmt
CY Other Revenue$613,523CYOtherRevenueAmt
PY Total Revenue$46,047,137PYTotalRevenueAmt
CY Total Revenue$54,854,088CYTotalRevenueAmt
PY Grants And Similar Paid$5,090,660PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$5,390,021CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$27,157,965PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$28,373,531CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,128,180CYTotalFundraisingExpenseAmt
PY Other Expenses$13,220,529PYOtherExpensesAmt
CY Other Expenses$13,674,124CYOtherExpensesAmt
PY Total Expenses$45,469,154PYTotalExpensesAmt
CY Total Expenses$47,437,676CYTotalExpensesAmt
PY Revenues Less Expenses$577,983PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$7,416,412CYRevenuesLessExpensesAmt
Total Assets BOY$132,822,875TotalAssetsBOYAmt
Total Assets EOY$147,237,222TotalAssetsEOYAmt
Total Liabilities BOY$32,859,028TotalLiabilitiesBOYAmt
Total Liabilities EOY$34,430,741TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$99,963,847NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$112,806,481NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionIN LIEU OF A MISSION STATEMENT, OAKWOOD SCHOOL HAS ADOPTED A STATEMENT OF PHILOSOPHY. SEE SCHEDULE O FOR DETAILS.IN SUMMARY, OAKWOOD SCHOOL'S STATEMENT OF PHILOSOPHY STATES THAT IT INTENDS AN OAKWOOD EDUCATION:1. TO GUIDE STUDENTS TOWARD MASTERY IN THEIR ACADEMIC, ARTISTIC, AND ATHLETIC ENDEAVORS2. TO SPARK PASSION3. TO CULTIVATE DEPTH OF CHARACTER4. TO HELP STUDENTS GAIN SELF-KNOWLEDGE5. TO FOSTER A SENSE OF COMMUNITYMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$38,537,545ExpenseAmt
Grant$5,390,021GrantAmt
Revenue$43,996,310RevenueAmt
DescOAKWOOD SCHOOL PROVIDES ELEMENTARY AND SECONDARY EDUCATIONAL SERVICES THAT ARE RICH IN THE ARTS, SCIENCES AND HUMANITIES, AND CHALLENGING TO ITS STUDENTS' CREATIVE AND INTELLECTUAL CAPACITIES. THE SCHOOL PROMOTES THE ENHANCEMENT OF ITS STUDENTS' THOUGHT AND IMAGINATION, COMPETENCE AND CHARACTER AS INDIVIDUALS AND AS MEMBERS OF A SCHOOL COMMUNITY.Desc
Total Program Service Expenses$38,537,545TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control Ent0TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document115IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee377EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members34GoverningBodyVotingMembersCnt
Independent Voting Member34IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHRISTOPHER B THOMASBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8187323000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111600 MAGNOLIA BLVDAddressLine1Txt
CityNORTH HOLLYWOODCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91601ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
JOHN D JONES
CHAIR2.00Yes (X)Yes (X)$0$0$0
ALEX SUSMAN
PAST CHAIR2.00Yes (X)Yes (X)$0$0$0
MARCUS WILEY
VICE CHAIR2.00Yes (X)Yes (X)$0$0$0
BRIAN DIAMOND
TREASURER2.00Yes (X)Yes (X)$0$0$0
DAVID WEBER
SECRETARY2.00Yes (X)Yes (X)$0$0$0
LORI HALL ARMSTRONG
TRUSTEE2.00Yes (X)$0$0$0
GABY ARVIZU
TRUSTEE2.00Yes (X)$0$0$0
MITCHELL BUTLER
TRUSTEE2.00Yes (X)$0$0$0
KEN FRITZ
TRUSTEE2.00Yes (X)$0$0$0
LES FROST
TRUSTEE2.00Yes (X)$0$0$0
DONALD GRANT
TRUSTEE2.00Yes (X)$0$0$0
MARTA KAUFFMAN
TRUSTEE2.00Yes (X)$0$0$0
COURTNEY KEMP
TRUSTEE2.00Yes (X)$0$0$0
ROBERT KONDRK
TRUSTEE2.00Yes (X)$0$0$0
DAVID LIPSEY
TRUSTEE2.00Yes (X)$0$0$0
BARBARA MARSHALL
TRUSTEE2.00Yes (X)$0$0$0
CARLOS MORAN
TRUSTEE2.00Yes (X)$0$0$0
LIZ NAFTALI
TRUSTEE2.00Yes (X)$0$0$0
MAYA OMAR
TRUSTEE2.00Yes (X)$0$0$0
IRA PIANKO
TRUSTEE2.00Yes (X)$0$0$0
LEE ROSENBAUM
TRUSTEE2.00Yes (X)$0$0$0
KARA SAX
TRUSTEE2.00Yes (X)$0$0$0
ZACH SUCHIN
TRUSTEE2.00Yes (X)$0$0$0
GARY SUMERS
TRUSTEE2.00Yes (X)$0$0$0
TREANI SWAIN
TRUSTEE2.00Yes (X)$0$0$0
HEIDI TAYLOR
TRUSTEE2.00Yes (X)$0$0$0
SYLVIA TORRES-GUILLEN
TRUSTEE2.00Yes (X)$0$0$0
ALONZO WICKERS
TRUSTEE2.00Yes (X)$0$0$0
GIDEON YU
TRUSTEE2.00Yes (X)$0$0$0
DANA SETTLE THRU 0624
TRUSTEE2.00Yes (X)$0$0$0
MERYL CHAE THRU 06204
TRUSTEE2.00Yes (X)$0$0$0
JAMIE BAKAL
TRUSTEE (THRU 06/24)2.00Yes (X)$0$0$0
MARK ROYBAL
TRUSTEE (THRU 06/24)2.00Yes (X)$0$0$0
MONIFA SIMS
TRUSTEE (THRU 06/24)2.00Yes (X)$0$0$0
JAIME A DOMINGUEZ
HEAD OF SCHOOL40.00Yes (X)$707,232$0$29,459
CHRISTOPHER B THOMAS
CHIEF OPERATING OFFICER40.00Yes (X)$340,465$0$33,056
KAREN M BOWLAND
DIRECTOR OF FINANCE40.00$226,825$0$32,207Yes (X)
CRAIG D ARTEAGA-JOHNSON
SENIOR ADVANCEMENT STRATEGIST40.00$200,166$0$21,986Yes (X)
WENDY J WEICKER
DIRECTOR OF SUPPORT SERVICES40.00$193,897$0$29,010Yes (X)
DENISE F ROSS
PRINCIPAL, ELEMENTARY SCHOOL40.00$187,888$0$25,316Yes (X)
ANGELIQUE M HARDY
ASSISTANT DIRECTOR OF ATHLETICS & PE40.00$178,521$0$23,240Yes (X)
NANCY J GOLDBERG
DIRECTOR OF ADMISSIONS K-640.00$178,508$0$18,943Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,213,502TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$213,217TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K79IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
LEE'S MAINTENANCE SERVICE INC
14740 KESWICK STVAN NUYSCA91405JANITORIAL SERVICES$598,645
PROFESSIONAL SECURITY CONSULTANTS
11454 SAN VICENTE BLVDLOS ANGELESCA90049CAMPUS SAFETY PERSONNEL$542,278
NAVASARD MEJLUMYANCRYSTAL TOURS
6166 COLBATH AVEVAN NUYSCA91401TRANSPORTATION$449,812
STUDENT TRANSPORTATION OF AMERICA
6414 HOLLISTER AVEGOLETACA93117TRANSPORTATION$340,110
WOLF
301 SCIENCE DRIVE SUITE 142MOORPARKCA93021OUTDOOR EDUCATION PROVIDER$311,618
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K12CntrctRcvdGreaterThan100KCnt
Fundraising$21,810FundraisingAmt
All Other Contributions$8,416,220AllOtherContributionsAmt
Noncash Contributions$905,876NoncashContributionsAmt
Total Contributions$8,438,030TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES611710$42,388,623$42,388,623
AUXILIARY PROGRAMS611710$1,553,149$1,553,149
OTHER REVENUE611710$54,538$54,538
FieldValueIRS element (for citing)
Total Program Service Revenue$43,996,310TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,810,633TotalRevenueColumnAmt
Exclusion$1,810,633ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$343,919RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$343,919RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$343,919TotalRevenueColumnAmt
Exclusion$343,919ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$31,038,208SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$31,042,616SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$4,408SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$4,408TotalRevenueColumnAmt
Exclusion-$4,408ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$581,974FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$21,810ContriRptFundraisingEventAmt
Fundraising Direct Expenses$312,370FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$269,604TotalRevenueColumnAmt
Exclusion$269,604ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$54,854,088TotalRevenueColumnAmt
Related Or Exempt Func Income$43,996,310RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,419,748ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$5,390,021TotalAmt
Program Services$5,390,021ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,383,764TotalAmt
Management And General$1,237,693ManagementAndGeneralAmt
Fundraising$146,071FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$20,777,676TotalAmt
Program Services$16,978,735ProgramServicesAmt
Management And General$2,581,914ManagementAndGeneralAmt
Fundraising$1,217,027FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,060,887TotalAmt
Program Services$869,315ProgramServicesAmt
Management And General$125,634ManagementAndGeneralAmt
Fundraising$65,938FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$3,598,635TotalAmt
Program Services$2,887,528ProgramServicesAmt
Management And General$546,598ManagementAndGeneralAmt
Fundraising$164,509FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,552,569TotalAmt
Program Services$1,241,042ProgramServicesAmt
Management And General$224,694ManagementAndGeneralAmt
Fundraising$86,833FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$16,057TotalAmt
Management And General$16,057ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$91,760TotalAmt
Management And General$91,760ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$182,312TotalAmt
Management And General$182,312ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$595,152TotalAmt
Program Services$567,179ProgramServicesAmt
Management And General$16,546ManagementAndGeneralAmt
Fundraising$11,427FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$438,045TotalAmt
Management And General$166,230ManagementAndGeneralAmt
Fundraising$271,815FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$352,209TotalAmt
Program Services$2,130ProgramServicesAmt
Management And General$322,569ManagementAndGeneralAmt
Fundraising$27,510FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$900,637TotalAmt
Program Services$864,881ProgramServicesAmt
Management And General$27,920ManagementAndGeneralAmt
Fundraising$7,836FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,342,103TotalAmt
Program Services$1,280,204ProgramServicesAmt
Management And General$37,311ManagementAndGeneralAmt
Fundraising$24,588FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$5,666TotalAmt
Management And General$5,666ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$177,548TotalAmt
Program Services$169,203ProgramServicesAmt
Management And General$4,936ManagementAndGeneralAmt
Fundraising$3,409FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,581,325TotalAmt
Program Services$2,460,003ProgramServicesAmt
Management And General$71,761ManagementAndGeneralAmt
Fundraising$49,561FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$351,001TotalAmt
Program Services$334,504ProgramServicesAmt
Management And General$9,758ManagementAndGeneralAmt
Fundraising$6,739FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
STUDENT ACTIVITIES$1,589,446$1,589,446
EDUCATIONAL CLASSES$1,277,146$1,277,146
FOOD SERVICES$1,131,300$1,086,388$35,070$9,842
SECURITY$683,027$650,925$18,988$13,114

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,959,390TotalAmt
Program Services$888,895ProgramServicesAmt
Management And General$1,048,534ManagementAndGeneralAmt
Fundraising$21,961FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$47,437,676TotalAmt
Program Services$38,537,545ProgramServicesAmt
Management And General$6,771,951ManagementAndGeneralAmt
Fundraising$2,128,180FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$58BOYAmt
EOY$631EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$11,046,490BOYAmt
EOY$33,157,105EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$250,925BOYAmt
EOY$4,953,246EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$70,536BOYAmt
EOY$154,054EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$966,559BOYAmt
EOY$792,123EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$65,091,632LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$19,969,222LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$42,917,281BOYAmt
EOY$45,122,410EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$57,953,036BOYAmt
EOY$44,209,101EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$13,552,360BOYAmt
EOY$11,416,617EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$6,065,630BOYAmt
EOY$7,431,935EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$132,822,875BOYAmt
EOY$147,237,222EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$3,040,144BOYAmt
EOY$3,194,399EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$18,545,155BOYAmt
EOY$19,715,559EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,667,630BOYAmt
EOY$4,267,964EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$1,503,859BOYAmt
EOY$1,331,945EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,102,240BOYAmt
EOY$5,920,874EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$32,859,028BOYAmt
EOY$34,430,741EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$85,056,259BOYAmt
EOY$90,657,504EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$14,907,588BOYAmt
EOY$22,148,977EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$99,963,847BOYAmt
EOY$112,806,481EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$132,822,875BOYAmt
EOY$147,237,222EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$7,416,412ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$5,426,222NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$41,365,718BeginningYearBalanceAmt
Contributions$699,078ContributionsAmt
Investment Earnings Or Losses$4,949,081InvestmentEarningsOrLossesAmt
Other Expenditures$1,513,270OtherExpendituresAmt
End Year Balance$45,500,607EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$37,349,359BeginningYearBalanceAmt
Contributions$1,143,247ContributionsAmt
Investment Earnings Or Losses$4,312,589InvestmentEarningsOrLossesAmt
Other Expenditures$1,439,477OtherExpendituresAmt
End Year Balance$41,365,718EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$39,385,093BeginningYearBalanceAmt
Contributions$1,381,903ContributionsAmt
Investment Earnings Or Losses-$3,391,843InvestmentEarningsOrLossesAmt
Other Expenditures$25,794OtherExpendituresAmt
End Year Balance$37,349,359EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$29,880,935BeginningYearBalanceAmt
Contributions$2,550,902ContributionsAmt
Investment Earnings Or Losses$8,106,720InvestmentEarningsOrLossesAmt
Other Expenditures$1,153,464OtherExpendituresAmt
End Year Balance$39,385,093EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$28,950,411BeginningYearBalanceAmt
Contributions$1,295,141ContributionsAmt
Investment Earnings Or Losses$629,769InvestmentEarningsOrLossesAmt
Other Expenditures$994,386OtherExpendituresAmt
End Year Balance$29,880,935EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.12636BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.20271PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.67093TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$18,886,325OtherCostOrOtherBasisAmt
Book Value$18,886,325BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$44,840,799OtherCostOrOtherBasisAmt
Depreciation$19,219,111DepreciationAmt
Book Value$25,621,688BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,364,508OtherCostOrOtherBasisAmt
Depreciation$750,111DepreciationAmt
Book Value$614,397BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$45,122,410TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescALTERNATIVE INVESTMENTSDesc
Book Value$11,416,617BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$11,416,617TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
CONSTRUCTION IN PROGRESS$1,641,054
CONTRACTUAL TUITION RECEIVABLE$5,790,881
FieldValueIRS element (for citing)
Total Book Value Other Assets$7,431,935TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
RESERVE FOR SELF-INSURANCE$65,400
SECURITY DEPOSITS$31,650
CONTRACTUAL DEFERRED TUITION$5,790,881
UNUSED HOT LUNCH$32,943
FieldValueIRS element (for citing)
Total Liability$5,920,874TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$54,707,977TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$5,426,222NetUnrealizedGainsInvstAmt
Revenue Not Reported$5,426,222RevenueNotReportedAmt
Revenue Subtotal$49,281,755RevenueSubtotalAmt
Investment Expenses Not Incld$182,312InvestmentExpensesNotIncldAmt
Other Revenues Not Included$5,390,021OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$5,572,333RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$54,854,088TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$41,865,343TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$41,865,343ExpensesSubtotalAmt
Investment Expenses Not Incld2$182,312InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$5,390,021OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$5,572,333ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$47,437,676TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE SCHOOL'S ENDOWMENT CONSISTS OF SEVERAL INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENT.
PART X, LINE 2:THE SCHOOL IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME AND CALIFORNIA FRANCHISE TAXES UNDER THE PROVISIONS OF SECTIONS 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, 2024, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY.
PART XI, LINE 4B - OTHER ADJUSTMENTS:TUITION FINANCIAL AID 5,390,021.
PART XII, LINE 4B - OTHER ADJUSTMENTS:TUITION FINANCIAL AID 5,390,021.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd0GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE E, PART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE NONDISCRIMINATORY POLICY IS PUBLICIZED ON THE OAKWOOD SCHOOL'S HOMEPAGE OF THEIR WEBSITE.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GALAEvent1Nm
Gross Receipts Event1$603,784GrossReceiptsEvent1Amt
Charitable Contri Event1$21,810CharitableContriEvent1Amt
Gross Revenue Event1$581,974GrossRevenueEvent1Amt
Rent Facility Costs Event1$128,013RentFacilityCostsEvent1Amt
Food And Beverage Event1$80,102FoodAndBeverageEvent1Amt
Entertainment Event1$24,659EntertainmentEvent1Amt
Other Direct Expenses Event1$79,596OtherDirectExpensesEvent1Amt
Gross Receipts Total$603,784GrossReceiptsTotalAmt
Charitable Contributions Tot$21,810CharitableContributionsTotAmt
Gross Revenue Total Events$581,974GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$128,013RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$80,102FoodAndBeverageTotalEventsAmt
Entertainment Total Events$24,659EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$79,596OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$312,370DirectExpenseSummaryEventsAmt
Net Income Summary$269,604NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeTUITION FINANCIAL AIDGrantTypeTxt
Recipient149RecipientCnt
Non Cash Assistance$5,390,021NonCashAssistanceAmt
Valuation Method UsedFMVValuationMethodUsedDesc
Non Cash AssistanceDIRECT CREDIT TO STUDENT ACCOUNTNonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationFINANCIAL AID AWARDS REDUCE THE RECIPIENT'S TUITION AND MAY ALSO INCLUDE THE COST OF NON-TUITION EXPENSES SUCH AS BUS TRANSPORTATION, LUNCH, LAPTOP, BOOKS, AND OTHER QUALIFYING ITEMS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation Required0SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JAIME A DOMINGUEZ
HEAD OF SCHOOL$516,817$0$0$0$190,415$0$16,500$0$12,959$0$736,691$0$0$0
CHRISTOPHER B THOMAS
CHIEF OPERATING OFFICER$329,322$0$0$0$11,143$0$19,800$0$13,256$0$373,521$0$0$0
KAREN M BOWLAND
DIRECTOR OF FINANCE$222,350$0$0$0$4,475$0$17,788$0$14,419$0$259,032$0$0$0
WENDY J WEICKER
DIRECTOR OF SUPPORT SERVICES$183,336$0$0$0$10,561$0$16,360$0$12,650$0$222,907$0$0$0
CRAIG D ARTEAGA-JOHNSON
SENIOR ADVANCEMENT STRATEGIST$199,149$0$0$0$1,017$0$10,815$0$11,171$0$222,152$0$0$0
DENISE F ROSS
PRINCIPAL, ELEMENTARY SCHOOL$180,409$0$0$0$7,479$0$11,016$0$14,300$0$213,204$0$0$0
ANGELIQUE M HARDY
ASSISTANT DIRECTOR OF ATHLETICS & PE$175,238$0$0$0$3,283$0$14,019$0$9,221$0$201,761$0$0$0
NANCY J GOLDBERG
DIRECTOR OF ADMISSIONS K-6$173,007$0$0$0$5,501$0$17,360$0$1,583$0$197,451$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 1AFormAndLineReferenceDesc
ExplanationTHE HOS RECEIVED A HOUSING ALLOWANCE AND AUTO ALLOWANCE, BOTH OF WHICH ARE INCLUDED IN TAXABLE WAGES.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1CALIFORNIA MUNICIPAL FINANCE AUTHORITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN201569466BondIssuerEIN
CUSIPNONEAVAILCUSIPNum
Bond Issued2016-05-06BondIssuedDt
Issue Price$8,040,915IssuePriceAmt
PurposePROVIDE FUNDS TO REFUND A PRIOR ISSUEPurposeDesc
Defeased0DefeasedInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Pool Financing0PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$3,772,951RetiredAmt
Total Proceeds$8,040,915TotalProceedsAmt
Other Spent Proceeds$8,040,915OtherSpentProceedsAmt
Substantial Completion2008SubstantialCompletionYr
Refunding Tax Exempt BondsYes (1)RefundingTaxExemptBondsInd
Refunding Taxable Bonds0RefundingTaxableBondsInd
Final Allocation MadeYes (1)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (1)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed Property0OwningBondFinancedPropertyInd
Any Lease Arrangements0AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop0MgmtContractBondFincdPropInd
Any Research Agreements0AnyResearchAgreementsInd
Bond Iss Meet Prvt Sec Pymt Test0BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop0ChangeInUseBondFinancedPropInd
Procs Nonqualified Bond Remdtd0ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T Filed0Form8038TFiledInd
Rebate Not Due Yet0RebateNotDueYetInd
Exception To Rebate0ExceptionToRebateInd
No Rebate DueYes (1)NoRebateDueInd
Variable Rate Issue0VariableRateIssueInd
Hedge Identified In Bks And Rec0HedgeIdentifiedInBksAndRecInd
Gross Proceeds Invested In GIC0GrossProceedsInvestedInGICInd
Gross Proceeds Invested0GrossProceedsInvestedInd
Written Proc To Monitor Reqs0WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (1)ProceduresCorrectiveActionInd

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonKAREN THOMASPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionSPOUSE OF COORelationshipDescriptionTxt
Transaction$62,513TransactionAmt
TransactionEMPLOYMENTTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution15ContributionCnt
Noncash Contributions Rpt F990$905,876NoncashContributionsRptF990Amt
Method Of Determining RevenuesPUBLICLY TRADED EXCHANGEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationTHIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS AND NOT THE NUMBER OF ITEMS CONTRIBUTED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD'S AUDIT COMMITTEE MET AND REVIEWED THE FORM 990 ON APRIL 18, 2025. THE FORM 990 HAS BEEN MADE AVAILABLE TO ALL TRUSTEES PRIOR TO APRIL 30TH, 2025, AFTER WHICH THE TAX RETURN WILL BE FILED.
FORM 990, PART VI, SECTION B, LINE 12CON AN ANNUAL BASIS, THE ORGANIZATION DISTRIBUTES ITS CONFLICT OF INTEREST POLICY TO THE TRUSTEES AND OFFICERS. THE TRUSTEES AND OFFICERS ARE REQUIRED TO SIGN A STATEMENT THAT THEY ARE IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY.
FORM 990, PART VI, SECTION B, LINE 15THE ORGANIZATION USES VARIOUS METHODS TO ESTABLISH COMPENSATION OF THE ORGANIZATION'S HEAD OF SCHOOL AND COO. THE METHODS INCLUDE, REVIEW BY AN INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, ETC. ADDITIONALLY, THE COMPENSATION IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS FOR THE HEAD OF SCHOOL'S COMPENSATION, AND BY THE HEAD OF SCHOOL, THE BOARD CHAIR, AND THE CHAIR OF THE FINANCE COMMITTEE FOR THE COMPENSATION OF THE COO. THIS PROCESS ORDINARILY OCCURS EVERY YEAR FOR THE COO, AND WAS LAST UNDERTAKEN FOR THE 2022-2023 FISCAL YEAR. THE HEAD OF SCHOOL'S CONTRACT HAS BEEN REVIEWED AND APPROVED THROUGH JUNE 30, 2027.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1HARTSOOK HOLDINGS LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line111600 MAGNOLIA BLVDAddressLine1Txt
CityNORTH HOLLYWOODCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91601ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesREAL ESTATE PROPERTIES HELD FOR FUTURE SCHOOL EXPANSION - TEMPORARILY RENTEDPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Total Income$312,286TotalIncomeAmt
End Of Year Assets$10,088,834EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1OAKWOOD SCHOOLBusinessNameLine1Txt