2021-05-14T10:56:48-05:00 2020-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2019-07-01 951698608 OAKWOOD SCHOOL OAKW 8187323000 11600 MAGNOLIA BLVD NORTH HOLLYWOOD CA 91601 CHRISTOPHER B THOMAS CHIEF OPERATING OFFICER 8187323000 2021-04-28 1 KATY BROWN P00650274 9257902600 2021-05-14 2019 2022-09-23 18:48:47Z JAIME DOMINGUEZ 11600 MAGNOLIA BLVD NORTH HOLLYWOOD CA 91601 63336891 0 X WWW.OAKWOODSCHOOL.ORG X 1951 CA SEE SCHEDULE O. OAKWOOD SCHOOL IS A NON-PROFIT EDUCATIONAL INSTITUTION LOCATED IN NORTH HOLLYWOOD, CALIFORNIA. THE SCHOOL'S OPERATIONS CONSIST PRINCIPALLY OF PROVIDING ELEMENTARY AND SECONDARY EDUCATIONAL SERVICES TO ITS STUDENTS. 28 28 360 100 0 0 3603284 3271226 33805404 35576576 703474 583331 752468 591926 38864630 40023059 3633633 3948016 0 0 21350400 21998266 0 0 1591005 11126719 10049076 36110752 35995358 2753878 4027701 107084385 108162934 30183400 26400956 76900985 81761978 X IN 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 COMMUNITY 0 0 29330656 3948016 35576576 OAKWOOD 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. 29330656 1 1 0 0 0 0 0 0 1 1 1 1 0 0 1 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 1 94 0 1 360 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X CHRISTOPHER B THOMAS 8187323000 11600 MAGNOLIA BLVD NORTH HOLLYWOOD CA 91601 CHAE MERYL CHAIR 4.00 X X 0 0 0 KAUFFMAN MARTA PAST CHAIR 2.00 X X 0 0 0 SIMON DAVID VICE CHAIR 2.00 X X 0 0 0 MARKOWITZ JEFF TREASURER 2.00 X X 0 0 0 CARELL NANCY SECRETARY 2.00 X X 0 0 0 BAKAL JAMIE TRUSTEE 2.00 X 0 0 0 DIAMOND BRIAN TRUSTEE 2.00 X 0 0 0 FRITZ KEN TRUSTEE 2.00 X 0 0 0 GOTTLIEB PHYLLIS TRUSTEE 2.00 X 0 0 0 GREUEL WENDY TRUSTEE 2.00 X 0 0 0 KRAMER KAYE TRUSTEE 2.00 X 0 0 0 KURSTIN GREG TRUSTEE 2.00 X 0 0 0 LICHTMAN JEN TRUSTEE 2.00 X 0 0 0 LIPSEY DAVID TRUSTEE 2.00 X 0 0 0 MARSHALL BARBARA TRUSTEE 2.00 X 0 0 0 MARSHALL MICHAEL TRUSTEE 2.00 X 0 0 0 MAZUR LINDA TRUSTEE 2.00 X 0 0 0 NAFTALI LIZ TRUSTEE 2.00 X 0 0 0 PIANKO IRA TRUSTEE 2.00 X 0 0 0 RODRIGUEZ REY TRUSTEE 2.00 X 0 0 0 ROYBAL MARK TRUSTEE 2.00 X 0 0 0 SHERAK WILLIAM TRUSTEE 2.00 X 0 0 0 SILVERMAN GREG TRUSTEE 2.00 X 0 0 0 SIMS MONIFA TRUSTEE 2.00 X 0 0 0 SUGERMAN ANDREW TRUSTEE 2.00 X 0 0 0 SUSMAN ALEX TRUSTEE 2.00 X 0 0 0 VITTI BONNIE TRUSTEE 2.00 X 0 0 0 WASSER LAURA TRUSTEE 2.00 X 0 0 0 JAMES A ASTMAN PHD HEADMASTER (UNTIL 6/30/19) 80.00 X 440648 0 43827 JAIME A DOMINGUEZ HEAD OF SCHOOL (FROM 7/1/19) 80.00 X 279044 0 16036 CHRISTOPHER B THOMAS CHIEF OPERATING OFFICER 80.00 X 279240 0 25520 KAREN M BOWLAND DIR OF FINANCE 80.00 X 192687 0 26083 DENISE ROSS PRINCIPAL, ELEM. SCHOOL 80.00 X 152641 0 27823 WENDY WEICKER DIRECTOR OF SUPPORT SERVICES 80.00 X 163359 0 23922 ERIC LEE DIRECTOR OF INFORMATION SYSTEMS 80.00 X 159154 0 14714 DAVID HAMMETT MATHEMATICS DEPT CHAIR 80.00 X 156160 0 21445 NANCY GOLDBERG DIRECTOR OF ADMISSION K-6 80.00 X 153898 0 36890 GAYANE PETTIBONE DIR OF EDUCATIONAL SUPPORT 80.00 X 150413 0 36055 MARGO LONG FORMER KEY EMPLOYEE 80.00 X 158202 0 0 2285446 0 272315 48 1 1 0 PSC PROFESSIONAL SECURITY CONSULTANTS I 11454 SAN VICENTE BLVD LOS ANGELES CA 90049 CAMPUS SAFETY PERSONNEL 815467 LEE'S MAINTENANCE SERVICE INC 14740 KESWICK ST VAN NUYS CA 91405 JANITORIAL SERVICES 470498 STUDENT TRANSPORTATION OF AMERICA 6500 HOLLISTER AVE STE 100 GOLETA CA 93117 BUS TRANSPORTATION 210525 COLORNET PRESS INC 6855 HAYVENHURST AVE VAN NUYS CA 91406 PRINTING 163467 SIRIUS MECHANICAL INC PO BOX 5316 RIVERSIDE CA 92517 HVAC INSTALLATION/REPAIRS 149555 9 16500 3254726 122208 3271226 TUITION AND FEES 611710 34922284 34922284 AUXILIARY PROGRAMS 611710 654292 654292 35576576 583553 583553 198103 0 198103 198103 198103 23017308 23017530 -222 -222 -222 658707 16500 296302 362405 362405 OTHER REVENUE 900099 31418 31418 31418 40023059 35576576 0 1175257 3948016 3948016 1310344 181942 1128402 16017139 13137328 1934104 945707 836965 704852 92238 39875 2609147 2045536 426974 136637 1224671 972486 184090 68095 33984 33984 92646 92646 106198 106198 328388 312953 9130 6305 261488 54733 206755 104380 2754 97423 4203 867444 825171 24044 18229 4724 4724 314462 299681 8743 6038 2149915 2048870 59767 41278 359216 347224 10103 1889 EDUCATIONAL CLASSES 696892 696892 SECURITY 690133 657697 19185 13251 TRIPS AND EXCURSIONS 666629 666629 AUXILIARY SERVICES 172360 172360 3200217 2310265 787209 102743 35995358 29330656 5073697 1591005 475 475 4051928 10633578 328286 94394 43090 238724 184507 164763 56749079 18538349 38829577 38210730 22899325 14695046 39214180 42250197 1533017 1875027 107084385 108162934 2280215 2496033 16749051 15505987 7073768 6742243 15515 3994851 1561311 70000 95382 30183400 26400956 X 66208890 71431085 10692095 10330893 76900985 81761978 107084385 108162934 4027701 833292 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 28950411 1295141 629769 994386 29880935 25983731 1591535 2261110 885965 28950411 23639260 1124116 2013549 720501 72693 25983731 20323292 1326814 2722493 667991 65348 23639260 21198626 688598 -4704 596124 903384 59720 20323292 0.69420 0.21950 0.08630 0 0 16878363 16878363 32655172 17062213 15592959 2307211 1202019 1105192 4908333 274117 4634216 38210730 MULTI-STRATEGY EQUITY FUND 27058878 F MULTI-STRATEGY BOND FUND 12682998 F CORPORATE BONDS 2508321 F 42250197 RESERVE FOR SELF-INSURANCE 75382 SECURITY DEPOSITS 20000 95382 X 36802137 833292 -3948016 -3114724 39916861 106198 106198 40023059 31941144 0 31941144 106198 3948016 4054214 35995358 PART IV, LINE 2B: THIS IS A FUND HELD BY THE SCHOOL FOR THE CSSAD ADMISSIONS CONSORTIUM. DISBURSEMENTS FOR THE CONSORTIUM ARE TO BE MADE FROM THIS FUND, AND ANY REMAINDER LEFT AT THE END OF THE CUSTODIAL TERM WILL BE TURNED OVER TO THE NEXT CUSTODIAN. 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, 2020, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XI, LINE 2D - OTHER ADJUSTMENTS: TUITION FINANCIAL AID -3,948,016. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION FINANCIAL AID 3,948,016. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE NONDISCRIMINATORY POLICY IS PUBLICIZED ON THE OAKWOOD SCHOOL'S HOMEPAGE OF THEIR WEBSITE. GALA FUNDRAISER 675207 16500 658707 37149 166633 56974 35546 675207 16500 658707 37149 166633 56974 35546 296302 362405 1 TUITION FINANCIAL AID 138 3948016 FMV DIRECT CREDIT TO STUDENT ACCOUNT PART I, LINE 2: FINANCIAL 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. X 1 1 X X X X X 1 0 0 0 0 0 0 0 0 JAMES A ASTMAN PHD HEADMASTER (UNTIL 6/30/19) 350732 0 0 0 89916 0 25000 0 18827 0 484475 0 0 0 JAIME A DOMINGUEZ HEAD OF SCHOOL (FROM 7/1/19) 278264 0 0 0 780 0 10688 0 5348 0 295080 0 0 0 CHRISTOPHER B THOMAS CHIEF OPERATING OFFICER 278223 0 0 0 1017 0 14550 0 10970 0 304760 0 0 0 KAREN M BOWLAND DIR OF FINANCE 188600 0 0 0 4087 0 13202 0 12881 0 218770 0 0 0 DENISE ROSS PRINCIPAL, ELEM. SCHOOL 146468 0 0 0 6173 0 9180 0 18643 0 180464 0 0 0 WENDY WEICKER DIRECTOR OF SUPPORT SERVICES 156932 0 0 0 6427 0 11640 0 12282 0 187281 0 0 0 ERIC LEE DIRECTOR OF INFORMATION SYSTEMS 158000 0 0 0 1154 0 14040 0 674 0 173868 0 0 0 DAVID HAMMETT MATHEMATICS DEPT CHAIR 154767 0 0 0 1393 0 13929 0 7516 0 177605 0 0 0 NANCY GOLDBERG DIRECTOR OF ADMISSION K-6 147865 0 0 0 6033 0 15213 0 21677 0 190788 0 0 0 GAYANE PETTIBONE DIR OF EDUCATIONAL SUPPORT 148310 0 0 0 2103 0 15250 0 20805 0 186468 0 0 0 MARGO LONG FORMER KEY EMPLOYEE 0 0 0 0 158202 0 0 0 0 0 158202 0 0 0 PART I, LINE 1A JAMES A ASTMAN, PHD, HEADMASTER (UNTIL 6/30/19) WAS PAID FOR THE USE OF HIS PERSONAL RESIDENCE FOR SCHOOL EVENTS AND MEETINGS. JAIME A DOMINQUEZ, HEAD OF SCHOOL (FROM 7/1/19) DOES NOT HAVE A SIMILAR ARRANGEMENT. PART I, LINE 4A MARGO LONG, FORMER KEY EMPLOYEE, RECEIVED SEVERANCE PAY IN THE AMOUNT OF $158,202 DURING THE 2019 CALENDAR YEAR. A CALIFORNIA MUNICIPAL FINANCE AUTHORITY 201569466 NONEAVAIL 2016-05-06 8040915 PROVIDE FUNDS TO REFUND A PRIOR ISSUE 0 0 0 A 1298672 8040915 8040915 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 1 0 0 0 0 0 A 1 X 7 122208 FMV 0 0 1 0 PART I, COLUMN (B): THIS NUMBER REFLECTS THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD'S AUDIT COMMITTEE MET AND REVIEWED THE FORM 990 ON APRIL 8TH, 2021. THE FORM 990 HAS BEEN MADE AVAILABLE TO ALL TRUSTEES PRIOR TO APRIL 22ND, 2021, AFTER WHICH THE TAX RETURN WILL BE FILED. FORM 990, PART VI, SECTION B, LINE 12C ON 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 15 THE 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 2019-2020 FISCAL YEAR. THE HEAD OF SCHOOL'S CONTRACT HAS BEEN REVIEWED AND APPROVED THROUGH JUNE 30, 2020. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. HARTSOOK HOLDINGS LLC 11600 MAGNOLIA BLVD NORTH HOLLYWOOD CA 91601 REAL ESTATE PROPERTIES HELD FOR FUTURE SCHOOL EXPANSION - TEMPORARILY RENTED CA 169706 2485721 OAKWOOD SCHOOL