2024-05-02T12:01:51-05:00 2023-06-30 946214841 ARMANINO LLP 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2022-07-01 951698608 OAKWOOD SCHOOL OAKW 8187323000 11600 MAGNOLIA BLVD NORTH HOLLYWOOD CA 91601 CHRISTOPHER B THOMAS CHIEF OPERATING OFFICER 8187323000 2024-05-01 1 CHRISTOPHER THOMAS 999009999 0 KATY BROWN P00650274 9257902600 2024-05-01 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAIME DOMINGUEZ 11600 MAGNOLIA BLVD NORTH HOLLYWOOD CA 91601 51841115 0 X WWW.OAKWOODSCHOOL.ORG X 1951 CA OAKWOOD 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. 27 27 369 100 0 0 4071500 3172612 39252144 41459150 148494 647438 247081 767937 43719219 46047137 4812018 5090660 0 0 25121683 27157965 9500 0 1987561 11525816 13220529 41469017 45469154 2250202 577983 129285725 132822875 35798589 32859028 93487136 99963847 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 37019491 5090660 41459150 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. 37019491 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 0 1 0 0 0 1 114 0 1 369 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 27 27 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 ALEX SUSMAN CHAIR 4.00 X X 0 0 0 MERYL CHAE PAST CHAIR 2.00 X X 0 0 0 MARTA KAUFFMAN PAST CHAIR 2.00 X X 0 0 0 JOHN D JONES VICE CHAIR 2.00 X X 0 0 0 JEFF MARKOWITZ TREASURER 2.00 X X 0 0 0 MARK ROYBAL SECRETARY 2.00 X X 0 0 0 LORI HALL ARMSTRONG TRUSTEE 2.00 X 0 0 0 JAMIE BAKAL TRUSTEE 2.00 X 0 0 0 MITCHELL BUTLER TRUSTEE 2.00 X 0 0 0 KEN FRITZ TRUSTEE 2.00 X 0 0 0 LES FROST TRUSTEE 2.00 X 0 0 0 ROBERT KONDRK TRUSTEE 2.00 X 0 0 0 GREG KURSTIN TRUSTEE 2.00 X 0 0 0 DAVID LIPSEY TRUSTEE 2.00 X 0 0 0 BARBARA MARSHALL TRUSTEE 2.00 X 0 0 0 LIZ NAFTALI TRUSTEE 2.00 X 0 0 0 MAYA OMAR TRUSTEE 2.00 X 0 0 0 IRA PIANKO TRUSTEE 2.00 X 0 0 0 DANA SETTLE TRUSTEE 2.00 X 0 0 0 MONIFA SIMS TRUSTEE 2.00 X 0 0 0 ZACH SUCHIN TRUSTEE 2.00 X 0 0 0 TREANI SWAIN TRUSTEE 2.00 X 0 0 0 SYLVIA TORRES-GUILLEN TRUSTEE 2.00 X 0 0 0 DAVID WEBER TRUSTEE 2.00 X 0 0 0 ALONZO WICKERS TRUSTEE 2.00 X 0 0 0 MARCUS WILEY TRUSTEE 2.00 X 0 0 0 GIDEON YU TRUSTEE 2.00 X 0 0 0 JAIME A DOMINGUEZ HEAD OF SCHOOL 40.00 X 621461 0 27673 CHRISTOPHER B THOMAS CHIEF OPERATING OFFICER 40.00 X 320476 0 30997 KAREN M BOWLAND DIR OF FINANCE 40.00 X 216975 0 30891 DENISE F ROSS PRINCIPAL, ELEMENTARY SCHOOL 40.00 X 179615 0 24427 WILLIAM L TIFT JR PRINCIPAL, HIGH SCHOOL 40.00 X 168342 0 30882 CRAIG D ARTEAGA-JOHNSON SENIOR ADVANCEMENT STRATEGIST 40.00 X 191603 0 24648 WENDY J WEICKER DIRECTOR OF SUPPORT SERVICES 40.00 X 183406 0 26626 DAVID E HAMMETT MATHEMATICS DEPT CHAIR 40.00 X 168389 0 23586 2050267 0 219730 68 0 1 0 PROFESSIONAL SECURITY CONSULTANTS 11454 SAN VICENTE BLVD LOS ANGELES CA 90049 CAMPUS SAFETY PERSONNEL 588579 LEE'S MAINTENANCE SERVICE INC 14740 KESWICK ST VAN NUYS CA 91405 JANITORIAL SERVICES 540076 NAVASARD MEJLUMYANCRYSTAL TOURS 6166 COLBATH AVE VAN NUYS CA 91401 TRANSPORTATION 371091 STUDENT TRANSPORTATION OF AMERICA 6414 HOLLISTER AVE GOLETA CA 93117 TRANSPORTATION 279821 KNOWING TECHNOLOGIES LLC 660 PRICE AVE UNIT C REDWOOD CITY CA 94063 INFORMATION TECHNOLOGY 198870 10 60345 3112267 188321 3172612 TUITION AND FEES 611710 39974555 39974555 AUXILIARY PROGRAMS 611710 1431438 1431438 OTHER REVENUE 611710 53157 53157 41459150 667113 667113 239615 0 239615 239615 239615 5380530 5382155 18050 -1625 -18050 -19675 -19675 922095 60345 393773 528322 528322 46047137 41459150 0 1415375 5090660 5090660 1959422 628315 1190356 140751 19201919 15570486 2509704 1121729 978939 798307 120607 60025 3536014 2903770 478532 153712 1481671 1173822 225953 81896 36776 36776 86064 86064 216734 216734 637023 607082 17710 12231 283268 77850 205418 385938 5646 314878 65414 898986 864106 27059 7821 1287417 1226818 35752 24847 5607 5607 212172 202200 5898 4074 2583442 2462020 71820 49602 298595 284561 8301 5733 STUDENT ACTIVITIES 1336111 1336111 EDUCATIONAL CLASSES 1296861 1296861 FOOD SERVICES 1189647 1143489 35808 10350 SECURITY 563914 537410 15677 10827 1901974 887827 981016 33131 45469154 37019491 6462102 1987561 536 58 22990314 11046490 48259 250925 96224 70536 562198 966559 66163505 23246224 42894626 42917281 37582885 57953036 15904753 13552360 9205930 6065630 129285725 132822875 2924593 3040144 18446613 18545155 5546787 4667630 1868954 1503859 7011642 5102240 35798589 32859028 X 80561947 85056259 12925189 14907588 93487136 99963847 129285725 132822875 577983 5898728 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37349359 1143247 4312589 1439477 41365718 39385093 1381903 -3391843 25794 37349359 29880935 2550902 8106720 1153464 39385093 28950411 1295141 629769 994386 29880935 25983731 1591535 2261110 885965 28950411 0.11060 0.22085 0.66855 0 0 18384178 18384178 46324748 22524698 23800050 1454579 721526 733053 42917281 CORPORATE BONDS 3250243 F ALTERNATIVE INVESTMENTS 9983818 F NON-US BONDS 318299 F 13552360 RESERVE FOR SELF-INSURANCE 80000 SECURITY DEPOSITS 26800 CONTRACTUAL DEFERRED TUITION 4964479 UNUSED HOT LUNCH 30961 5102240 X 46638471 5898728 5898728 40739743 216734 5090660 5307394 46047137 40161760 0 40161760 216734 5090660 5307394 45469154 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, 2023, 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 5,090,660. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION FINANCIAL AID 5,090,660. 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 982440 60345 922095 139256 100375 25057 129085 982440 60345 922095 139256 100375 25057 129085 393773 528322 1 TUITION FINANCIAL AID 151 5090660 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 0 X X X X X 0 0 0 0 0 0 0 0 0 JAIME A DOMINGUEZ HEAD OF SCHOOL 517402 0 0 0 104059 0 15250 0 12423 0 649134 0 0 0 CHRISTOPHER B THOMAS CHIEF OPERATING OFFICER 314459 0 0 0 6017 0 18300 0 12697 0 351473 0 0 0 KAREN M BOWLAND DIR OF FINANCE 212500 0 0 0 4475 0 16829 0 14062 0 247866 0 0 0 CRAIG D ARTEAGA-JOHNSON SENIOR ADVANCEMENT STRATEGIST 190586 0 0 0 1017 0 10440 0 14208 0 216251 0 0 0 WENDY J WEICKER DIRECTOR OF SUPPORT SERVICES 176148 0 0 0 7258 0 14339 0 12287 0 210032 0 0 0 DENISE F ROSS PRINCIPAL, ELEMENTARY SCHOOL 172456 0 0 0 7159 0 10500 0 13927 0 204042 0 0 0 WILLIAM L TIFT JR PRINCIPAL, HIGH SCHOOL 167714 0 0 0 628 0 11460 0 19422 0 199224 0 0 0 DAVID E HAMMETT MATHEMATICS DEPT CHAIR 166874 0 0 0 1515 0 15019 0 8567 0 191975 0 0 0 PART I, LINE 1A THE HOS AND COO RECEIVED A HOUSING ALLOWANCE AND AUTO ALLOWANCE, BOTH OF WHICH ARE INCLUDED IN TAXABLE WAGES. A CALIFORNIA MUNICIPAL FINANCE AUTHORITY 201569466 NONEAVAIL 2016-05-06 8040915 PROVIDE FUNDS TO REFUND A PRIOR ISSUE 0 0 0 A 3373285 8040915 8040915 2008 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 1 0 0 0 0 0 A 1 KAREN THOMAS SPOUSE OF COO 53000 EMPLOYMENT 0 JARED ROSS SON OF KEY EMPLOYEE 44603 EMPLOYMENT 0 X 13 188321 FMV 0 0 1 0 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS AND 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 16, 2024. THE FORM 990 HAS BEEN MADE AVAILABLE TO ALL TRUSTEES PRIOR TO APRIL 30TH, 2024, 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 2022-2023 FISCAL YEAR. THE HEAD OF SCHOOL'S CONTRACT HAS BEEN REVIEWED AND APPROVED THROUGH JUNE 30, 2023. 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. HARTSOOK HOLDINGS LLC 11600 MAGNOLIA BLVD NORTH HOLLYWOOD CA 91601 REAL ESTATE PROPERTIES HELD FOR FUTURE SCHOOL EXPANSION - TEMPORARILY RENTED CA 249536 6651540 OAKWOOD SCHOOL