2025-10-09T16:11:55-05:00 2025-06-30 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2024-07-01 951644019 HARVARD-WESTLAKE SCHOOL HARV 8189806692 3700 COLDWATER CANYON STUDIO CITY CA 91604 DAVID WEIL CHIEF FINANCIAL OFFICER 8189806692 2025-10-07 1 1 KATY BROWN P00650274 9257902600 2025-10-07 2024 2025-03-06 01:10:19Z RICHARD COMMONS 3700 COLDWATER CANYON STUDIO CITY CA 91604 129517489 0 X WWW.HW.COM X 1911 CA TO PROVIDE COLLEGE PREPARATORY CURRICULUM AND PROGRAMS FOR STUDENTS IN GRADES 7-12. 34 34 762 250 0 0 57982927 26400225 83237654 87468058 11247750 13755591 2091552 561442 154559883 128185316 13180431 13772114 0 0 58300876 60815976 0 0 5388138 36665836 38244367 108147143 112832457 46412740 15352859 673189747 831526557 16874232 124304441 656315515 707222116 HARVARD-WESTLAKE STRIVES TO BE A DIVERSE AND INCLUSIVE COMMUNITY UNITED BY THE JOYFUL PURSUIT OF EDUCATIONAL EXCELLENCE, LIVING AND LEARNING WITH INTEGRITY, AND PURPOSE BEYOND OURSELVES. 0 0 85521878 13772114 87468058 HARVARD-WESTLAKE SCHOOL PROVIDES JUNIOR HIGH AND HIGH SCHOOL EDUCATION FOR APPROXIMATELY 1,625 STUDENTS. 85521878 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 232 0 1 762 1 0 0 0 0 0 0 1 1 0 0 0 0 0 X 34 34 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X DAVID WEIL CFO 8184876609 3700 COLDWATER CANYON STUDIO CITY CA 91604 ALAN WILSON CHAIR 1.00 X X 0 0 0 WENDY WACHTELL VICE CHAIR 1.00 X X 0 0 0 WILLIAM BARNUM TREASURER 1.00 X X 0 0 0 SHIRLEY WANG SECRETARY 1.00 X X 0 0 0 MARK ATTANASIO TRUSTEE 1.00 X 0 0 0 ELENA BACA TRUSTEE 1.00 X 0 0 0 ROBERT BEYER TRUSTEE 1.00 X 0 0 0 PETER BING TRUSTEE 1.00 X 0 0 0 JEAN-MARC CHAPUS TRUSTEE 1.00 X 0 0 0 ALLISON CHECCHI TRUSTEE 1.00 X 0 0 0 ALICE CHEN TRUSTEE 1.00 X 0 0 0 DIANA CHEN TRUSTEE 1.00 X 0 0 0 BRADFORD EDGERTON TRUSTEE 1.00 X 0 0 0 JANE EISNER TRUSTEE 1.00 X 0 0 0 ERIC ESRAILIAN TRUSTEE 1.00 X 0 0 0 JAVIER FERREIRA TRUSTEE 1.00 X 0 0 0 DAVID FISHER TRUSTEE (THRU 03/25) 1.00 X 0 0 0 ERIC GAREN TRUSTEE 1.00 X 0 0 0 JONI HAMILTON TRUSTEE 1.00 X 0 0 0 JEFFREY HARLESTON TRUSTEE 1.00 X 0 0 0 PHILIP HOLTHOUSE TRUSTEE 1.00 X 0 0 0 JEAN KAPLAN TRUSTEE 1.00 X 0 0 0 STEPHEN KECK TRUSTEE 1.00 X 0 0 0 ROBERT KOTICK TRUSTEE 1.00 X 0 0 0 JAIME LEE TRUSTEE 1.00 X 0 0 0 ROBERT MALONEY TRUSTEE 1.00 X 0 0 0 JULIE PLATT TRUSTEE 1.00 X 0 0 0 ANTHONY PRITZKER TRUSTEE 1.00 X 0 0 0 SPENCER RASCOFF TRUSTEE 1.00 X 0 0 0 DEBORAH REED TRUSTEE 1.00 X 0 0 0 ALISON RESSLER TRUSTEE 1.00 X 0 0 0 MICHAEL SEGAL TRUSTEE 1.00 X 0 0 0 MELANIE STAGGS TRUSTEE 1.00 X 0 0 0 THE RT REV JOHN TAYLOR TRUSTEE 1.00 X 0 0 0 JOHN WEISSENBACH TRUSTEE 1.00 X 0 0 0 RICHARD COMMONS PRESIDENT 40.00 X 920496 0 230705 DAVID WEIL CHIEF FINANCIAL OFFICER 40.00 X 403715 0 62881 LAURA DAVIDSON ROSS HEAD OF SCHOOL 40.00 X 363737 0 66425 EDWARD HU HEAD OF EXTERNAL RELATIONS 40.00 X 326316 0 56847 JAMES DE MATTE CHIEF OF CONSTRUCTION 40.00 X 270756 0 69327 DAVID RUBEN DIRECTOR OF INFORMATION TECHNOLOGY 40.00 X 254036 0 55554 BRIAN BOUCHEY CONTROLLER 40.00 X 250474 0 46349 2789530 0 588088 231 0 1 0 MATT CONSTRUCTION CORP 9814 NORWALK BLVD 100 SANTA FE SPRINGS CA 90670 CONSTRUCTION 28730054 HEALTHY CHOICE CATERING CORPORATION PO BOX 55574 SHERMAN OAKS CA 91413 CATERING SERVICES 3892745 PACIFIC PLATINUM SERVICES INC 2624 BLOOM STREET SIMI VALLEY CA 93063 SECURITY AND JANITORIAL 3808406 MISSION SCHOOL TRANSPORTATION 201 WEST SOTELLO STREET LOS ANGELES CA 90012 STUDENT TRANSPORTATION 1999382 ALBA CONSTRUCTION 8301 COLEGIO DRIVE LOS ANGELES CA 90045 CONSTRUCTION 1481382 36 26400225 1290961 26400225 TUITION AND FEES 611710 81599863 81599863 AUXILIARY SERVICES 611710 5868195 5868195 87468058 9667145 9667145 45630 0 45630 45630 45630 2438571 1649875 0 0 2438571 1649875 4088446 4088446 1847985 1332173 515812 515812 128185316 87468058 0 14317033 13772114 13772114 1631075 236106 1099836 295133 44267145 32501854 9296501 2468790 3757474 2696965 843679 216830 7752093 5517684 1894181 340228 3408189 2383835 807781 216573 183864 183864 145165 145165 6658301 6352906 263209 42186 448159 131559 316600 782111 303462 240163 238486 2914442 2467867 416860 29715 4639694 4204898 398406 36390 242296 208553 9361 24382 709970 675117 31123 3730 381242 362180 15250 3812 8255284 7842520 330211 82553 1857734 315982 1523753 17999 INSTRUCTIONAL - DEPT 4410279 4410279 ADMINISTRATIVE 3001416 42641 1904044 1054731 BAD DEBT 2274432 2274432 AUXILLARY SERVICES 805685 794404 11281 534293 432511 101782 112832457 85521878 21922441 5388138 3541721 2844669 129629032 156788392 83317399 73665021 833289 835893 376604 503125 1299817 1315460 406742691 141102694 186948995 265639997 212595623 294977801 53899019 34596919 748248 359280 673189747 831526557 1712210 9301953 14054588 13963304 0 99848989 1107434 1190195 16874232 124304441 X 247623491 256070245 408692024 451151871 656315515 707222116 673189747 831526557 15352859 35553742 0 X 0 1 X 1 0 X 49226472 48963632 61346214 57982927 26400225 243919470 49226472 48963632 61346214 57982927 26400225 243919470 49960504 193958966 2383107 2689062 5569396 8734444 9712775 29088784 262255 262255 1263630 1558841 1772208 1780522 1847985 8223186 281493695 392441420 0.68900 0.70120 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM SALES OF INVENTORY - 2020 AMOUNT: $ 1,263,630. 2021 AMOUNT: $ 1,558,841. 2022 AMOUNT: $ 1,772,208. 2023 AMOUNT: $ 1,780,522. 2024 AMOUNT: $ 1,847,985. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 242905867 3536169 37822539 8638358 275626217 197619365 9246325 43753548 7713371 242905867 180702907 6915847 16952514 6951903 197619365 201819587 9688123 -24013847 6790956 180702907 148007391 4377984 56278497 6844285 201819587 0.00000 0.40470 0.59530 0 0 71677554 71677554 188919322 111045957 77873365 3469541 2596340 873201 28375499 23929033 4446466 114300775 3531364 110769411 265639997 ACCRUED RESERVE FOR MEDICAL CLAIMS 650000 STUDENT PROGRAM ACCOUNTS 540195 1190195 X 148132328 35553742 -16938903 18614839 129517489 -1332173 -1332173 128185316 97225727 1332173 1332173 95893554 16938903 16938903 112832457 PART V, LINE 4: THE DRAW FROM THE ENDOWMENT FUNDS IS USED TO SUPPLEMENT THE SCHOOL'S OPERATING BUDGET FOR EXPENSES SUCH AS FINANCIAL AID, EMPLOYEE PROFESSIONAL DEVELOPMENT, AND FACULTY SALARIES. PART X, LINE 2: THE SCHOOL IS A QUALIFIED SCHOOL 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, 2025, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -14,766,114. UNCOLLECTIBLE PLEDGES -2,172,789. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVENTORY COST OF GOODS SOLD -1,332,173. PART XII, LINE 2D - OTHER ADJUSTMENTS: INVENTORY COST OF GOODS SOLD 1,332,173. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 14,766,114. UNCOLLECTIBLE PLEDGES 2,172,789. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 PER REV. PROC. 2019-22 A PRIVATE SCHOOL MAY SATISFY THIS REQUIREMENT BY USING ITS INTERNET WEBSITE. HARVARD-WESTLAKE SCHOOL PROVIDES A NOTICE OF NONDISCRIMINATORY POLICY AS TO STUDENTS AT THE BOTTOM OF ITS WEBSITE LANDING PAGE AT ALL TIMES. 1 FINANCIAL AID 326 13772114 FMV DIRECT CREDIT TO STUDENT ACCOUNT PART I, LINE 2: ALL ADMITTED STUDENTS ARE ELIGIBLE 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, RELIGION, ETHNICITY, OR NATIONAL ORIGIN IN THE ADMINISTRATION OF ITS EDUCATIONAL POLICIES OR SCHOLARSHIPS. X X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 RICHARD COMMONS PRESIDENT 859908 0 0 0 60588 0 193277 0 37428 0 1151201 0 0 0 DAVID WEIL CHIEF FINANCIAL OFFICER 402455 0 0 0 1260 0 39501 0 23380 0 466596 0 0 0 LAURA DAVIDSON ROSS HEAD OF SCHOOL 361805 0 0 0 1932 0 43045 0 23380 0 430162 0 0 0 EDWARD HU HEAD OF EXTERNAL RELATIONS 322704 0 0 0 3612 0 41054 0 15793 0 383163 0 0 0 JAMES DE MATTE CHIEF OF CONSTRUCTION 254985 0 0 0 15771 0 31899 0 37428 0 340083 0 0 0 DAVID RUBEN DIRECTOR OF INFORMATION TECHNOLOGY 243368 0 0 0 10668 0 28492 0 27062 0 309590 0 0 0 BRIAN BOUCHEY CONTROLLER 249634 0 0 0 840 0 30556 0 15793 0 296823 0 0 0 PART I, LINE 1A THE SCHOOL PROVIDES DISCRETIONARY SPENDING ACCOUNTS ONLY WHEN IT IS NECESSARY AND SERVES A BUSINESS PURPOSE. FOR THE CONVENIENCE OF THE SCHOOL AND IN FULFILLMENT OF HIS RESPONSIBILITIES, THE PRESIDENT IS REQUIRED TO OCCUPY SCHOOL-OWNED HOUSING WHERE HE REGULARLY CONDUCTS SCHOOL-RELATED FUNCTIONS AND EVENTS. PART I, LINE 4B A BENEFIT OF $150,000 ACCRUED IN THE SEC. 457(F), NON-QUALIFED DEFERRED COMPENSATION PLAN, ESTABLISHED FOR THE PRESIDENT. A CALIFORNIA INFRASTRUCTURE AND ECONOMIC DEVELOPMENT BANK 630304653 13034A5X4 2024-11-13 100752465 CAPITAL PROJECTS 0 0 0 A 100752465 737000 58159841 0 0 0 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 X 83 880448 PUBLICLY TRADED EXCHANGE X BITCOIN (BTC) CRYPTO CURRENCY 1 410513 SALES PRICE 1 0 1 0 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED, NOT THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B 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. A CONFLICT OF INTEREST POLICY IS PROVIDED ANNUALLY TO EACH TRUSTEE WHO SIGNS THAT THEY HAVE READ AND UNDERSTAND THE CONFLICT OF INTEREST POLICY AND AGREE TO COMPLY WITH IT. TRUSTEES ALSO AGREE TO PROVIDE ANY SUPPLEMENTAL INFORMATION IF CONFLICTS REPORTED IN THE STATEMENT MATERIALLY CHANGE. WHEN A CONFLICT OF INTEREST OCCURS, THE BOARD CHAIR ENSURES THE CONFLICTED PARTY BE EXCUSED FROM DISCUSSION OR VOTING ON THE MATTER FOUND TO BE A CONFLICT. 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 IS DETERMINED BY THE PRESIDENT, AND COMPENSATION OF THE CHIEF FINANCIAL OFFICER IS APPROVED BY THE BOARD, WHICH CONSIDERS BOTH ACCOMPLISHMENTS AND COMPENSATION PRACTICES OF SIMILAR INDEPENDENT SCHOOLS. THE BOARD CONTEMPORANEOUSLY SUBSTANTIATES THE DELIBERATION AND DECISIONS. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 IS AVAILABLE AT WWW.GUIDESTAR.ORG, AND UPON REQUEST. THE SCHOOL DOES NOT MAKE ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, OR CONFLICT OF INTEREST POLICY PUBLICLY AVAILABLE. 4141 WHITSETT MANAGEMENT LLC 3700 COLDWATER AVE STUDIO CITY CA 91604 832317044 REAL ESTATE HOLDINGS CA -800 0 HARVARD-WESTLAKE SCHOOL DOMUS PRIMUS LLC 12100 WILSHIRE BLVD SUITE 1090 LOS ANGELES CA 90025 800876606 REAL ESTATE HOLDINGS CA 0 3099059 HARVARD-WESTLAKE SCHOOL DOMUS 4297 LLC 4311 WILSHIRE BLVD SUITE 600 LOS ANGELES CA 90010 853035996 REAL ESTATE HOLDINGS CA 251568 7385000 HARVARD-WESTLAKE SCHOOL DOMUS 4100 LLC 4311 WILSHIRE BLVD SUITE 600 LOS ANGELES CA 90010 853589186 REAL ESTATE HOLDINGS CA 225693 5846000 HARVARD-WESTLAKE SCHOOL DOMUS MEMBER LLC 4311 WILSHIRE BLVD SUITE 600 LOS ANGELES CA 90010 852872740 REAL ESTATE HOLDINGS CA 0 0 HARVARD-WESTLAKE SCHOOL CHARITABLE REMAINDER TRUSTS (17) INVESTMENT CA N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0