2026-05-11T15:49:33-05:00 2025-06-30 941254756 HOOD & STRONG LLP 2580 N 1ST ST STE 460 SAN JOSE CA 95131 990 2024-07-01 942753220 WOODLAND SCHOOL WOOD 6508549065 360 LA CUESTA DRIVE PORTOLA VALLEY CA 94028 ANDREW URUSHIMA CFO 6508549065 2026-05-11 1 1 MAGA E KISRIEV P01008919 4089988400 2024 2025-03-06 01:10:19Z JENNIFER WARREN 360 LA CUESTA DRIVE PORTOLA VALLEY CA 94028 16699656 0 X WWW.WOODLAND-SCHOOL.ORG X 1981 CA EDUCATIONAL INSTITUTE FOR PRESCHOOL THROUGH 8TH GRADE. 18 18 82 250 0 0 1990567 2975039 12604568 13173158 450962 472551 0 0 15046097 16620748 1232919 1109903 0 0 7851199 8885383 0 0 367130 4148604 3949734 13232722 13945020 1813375 2675728 33665240 37306267 25586455 26551754 8078785 10754513 X WOODLAND SCHOOL IS COMMITTED TO BRINGING OUT THE BEST IN EACH CHILD THROUGH A NURTURING OF BOTH INTELLECT AND CHARACTER. RIGOROUS ACADEMICS, INDIVIDUALIZED ATTENTION AND THE CORE VALUES OF CARING, RESPECT AND COMMUNITY COMBINE TO DEVELOP A LIFELONG LOVE OF LEARNING, INNOVATION AND LEADERSHIP. 0 0 10029985 1109903 13173158 WOODLAND IS AN INDEPENDENT DAY SCHOOL THAT OFFERS A JOYFUL APPROACH TO LEARNING IN A DIVERSE AND RESPECTFUL ENVIRONMENT FOR APPROXIMATELY 300 STUDENTS IN EARLY CHILDHOOD THROUGH EIGHTH-GRADE. WOODLAND SCHOOL SPECIALIZES IN EDUCATION THAT INSPIRES STUDENTS BY NURTURING EACH INDIVIDUAL'S VOICE, INTELLECT, AND CHARACTER. WITH RICH CONTENT AND AN EMPHASIS ON INQUIRY-BASED AND STUDENT-DRIVEN PROJECTS, STUDENTS ARE EMPOWERED AND ENCOURAGED TO BE ACTIVE AND ENGAGED LEARNERS. 10029985 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 29 0 1 82 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 CA X ANDREW URUSHIMA 6508549065 360 LA CUESTA DRIVE PORTOLA VALLEY CA 94028 X SHARON CHANG BOARD CHAIR 5.00 X X 0 0 0 RAMZI RAMSEY BOARD TREASURER 5.00 X X 0 0 0 LISA WIDUP BOARD SECRETARY 5.00 X X 0 0 0 FEDERICO ACABBI FINANCE COMMITTEE MEMBER 5.00 X 0 0 0 SHARON BINGER CHAIR OF GOVERNANCE COMMITTEE 5.00 X 0 0 0 COLLEEN FALLS ADVANCEMENT COMMITTEE MEMBER 5.00 X 0 0 0 JULIE GALLES BOARD MEMBER 5.00 X 0 0 0 THOMAS HARMAN AUDIT/GOVERNANCE COMMITTEE MEMBER 5.00 X 0 0 0 ANNE HOECKER BOARD MEMBER 5.00 X 0 0 0 ABBY KIRIGIN CO-CHAIR OF ADVANCEMENT COMMITTEE 5.00 X 0 0 0 MICHAEL MASTRANDREA CHAIR OF FACILITIES COMMITTEE 5.00 X 0 0 0 STACY BROWN-PHILPOT BOARD MEMBER 5.00 X 0 0 0 SILVINA PUGLIESE ADVANCEMENT COMMITTEE MEMBER 5.00 X 0 0 0 AIDA SOTO CO-CHAIR OF ADVANCEMENT COMMITTEE 5.00 X 0 0 0 GABE SWANK ADVANCEMENT COMMITTEE MEMBER 5.00 X 0 0 0 ANGIE WANG ADVANCEMENT/FINANCE COMMITTEE MEMBER 5.00 X 0 0 0 MICHAEL WALTERS BOARD MEMBER 5.00 X 0 0 0 ALISON CHEUNG CHAIR OF AUDIT COMMITTEE 5.00 X 0 0 0 JENNIFER WARREN HEAD OF SCHOOL 40.00 X 455915 0 56831 ERIN STEVENSON DIR OF DEVELOP & ALUMNI RELATIONS 40.00 X 169205 0 32592 VIVIAN CAI DIR OF FINANCE (THRU 5/1/25) 40.00 X 168344 0 25307 CHAREA BUSTAMANTE MIDDLE SCHOOL DIVISION DIRECTOR 40.00 X 157010 0 19933 KATIE KOENIG LOWER SCHOOL DIVISION DIRECTOR 40.00 X 164145 0 13305 DAN CRISTIANI DIR OF TEACHING/LEARNING 40.00 X 152929 0 19033 1267548 0 167001 27 0 1 0 SHEPPARD MULLIN RICHTER HAMPTON LLP 333 SOUTH HOPE STREET 43RD FLOOR LOS ANGELES CA 90071 LEGAL SERVICES 287341 PROFESSIONAL CLEANING SERVICES INC 740 CAMDEN AVE CAMPBELL CA 95008 JANITORIAL SERVICES 150242 2 253935 1070207 1650897 166010 2975039 TUITION & FEES 611600 12330683 12330683 AUXILIARY PROGRAM REV. 611600 842475 842475 13173158 472551 472551 78908 253935 78908 0 16620748 13173158 0 472551 1109903 1109903 512746 512746 6704051 5011976 1479438 212637 142104 128808 13296 1011732 718659 240530 52543 514750 360325 112925 41500 114439 114439 64413 64413 150809 6559 114440 29810 57866 57866 365870 185239 165386 15245 131984 131984 1587855 1190891 396964 80369 64974 15395 117433 88209 29224 680612 510459 170153 141877 106408 35469 SCHOOL EVENTS & PROGRAM 380971 380971 ADMISSION EVENTS 40616 40616 SUPPLIES/OTHER 34620 34620 13945020 10029985 3547905 367130 234296 1169841 11918673 14805091 3009356 3238426 474 1003 301303 250848 11571417 4824782 6481448 6746635 52503 111387 11667187 10983036 33665240 37306267 573336 687867 11243768 12713340 13769351 13150547 25586455 26551754 X 7074472 8979839 1004313 1774674 8078785 10754513 33665240 37306267 2675728 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 624238 682994 14112 5000 1316344 622598 6640 5000 624238 0.00000 1.00000 0.00000 0 0 762955 345670 417285 8826449 3604658 5221791 1712642 874454 838188 269371 269371 6746635 DEPOSITS 71750 RIGHT-OF-USE LEASED ASSET 10911286 10983036 OPERATING LEASE OBLIGATIONS 13150547 13150547 X 15510845 -1109903 -1109903 16620748 0 16620748 12835117 0 12835117 1109903 1109903 13945020 PART V, LINE 4: THE SCHOOL HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT WILL ULTIMATELY PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. PART X, LINE 2: THE SCHOOL IS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND THE CALIFORNIA REVENUE AND TAXATION CODE. MANAGEMENT EVALUATED THE SCHOOL'S TAX POSITIONS AND CONCLUDED THAT THE SCHOOL HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRED ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID RECLASSIFIED TO EXPENSES -1,109,903. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID RECLASSIFIED TO EXPENSES 1,109,903. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLICIZED ITS RACIALLY NONDISCRIMINATORY POLICY IN THE LOCAL NEWSPAPER, ON THE SCHOOL WEBSITE, AND IN ITS APPLICATION AND ADMISSION FORMS. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVED $1,070,207 FROM THE EMPLOYEE RETENTION CREDIT (ERC) FUNDING PROGRAM THROUGH THE DEPARTMENT OF TREASURY FOR THE YEAR ENDED JUNE 30, 2025. GALA AUCTION 332843 253935 78908 1140 7959 42492 7069 20248 332843 253935 78908 1140 7959 42492 7069 20248 78908 0 1 FINANCIAL AID 39 1109903 PART I, LINE 2: CURRENT AND APPLICANT FAMILIES COMPLETE AN APPLICATION TO BE CONSIDERED FOR FINANCIAL AID AT WOODLAND. THE SCHOOL USES CLARITY IN COLLABORATION WITH THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS. THE PROPRIETARY SOFTWARE USES DATA PROVIDED BY FAMILIES TO DETERMINE THEIR ELIGIBILITY FOR FINANCIAL AID AWARDS. WOODLAND'S HEAD OF SCHOOL, DIRECTOR OF FINANCE, AND DIRECTOR OF ADMISSION AND TUITION ASSISTANCE ARE THE COMMITTEE THEN REVIEWS EACH FILE FOR ACCURACY AND COMPLETENESS BEFORE ALLOCATING THE FUNDING IN THE BUDGET TO FAMILIES. FAMILIES ARE PROVIDED AWARD LETTERS AND ACCEPT OR DECLINE THE FUNDING PROVIDED. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 JENNIFER WARREN HEAD OF SCHOOL 343560 0 40000 0 72355 0 41908 0 14923 0 512746 0 0 0 ERIN STEVENSON DIR OF DEVELOP & ALUMNI RELATIONS 167205 0 2000 0 0 0 8466 0 24126 0 201797 0 0 0 VIVIAN CAI DIR OF FINANCE (THRU 5/1/25) 165642 0 2000 0 702 0 9543 0 15764 0 193651 0 0 0 KATIE KOENIG LOWER SCHOOL DIVISION DIRECTOR 161833 0 2000 0 312 0 1563 0 11742 0 177450 0 0 0 CHAREA BUSTAMANTE MIDDLE SCHOOL DIVISION DIRECTOR 155010 0 2000 0 0 0 7850 0 12083 0 176943 0 0 0 DAN CRISTIANI DIR OF TEACHING/LEARNING 149929 0 3000 0 0 0 7715 0 11318 0 171962 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL RECEIVED A HOUSING STIPEND, WHICH WAS TREATED AS TAXABLE COMPENSATION. 41792 TUITION REMISSION TUITION REMISSION X 13 166010 FMV 0 0 1 0 PART I, COLUMN (B): THIS COLUMN REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO AND REVIEWED BY THE WOODLAND SCHOOL'S AUDIT COMMITTEE, ALONG WITH THE PAID PREPARER, PRIOR TO FILING. A COPY OF THE FORM 990, EXCLUDING SCHEDULE B, IS ALSO DISTRIBUTED TO ALL MEMBERS OF THE GOVERNING BODY (BOARD OF TRUSTEES). FORM 990, PART VI, SECTION B, LINE 12C AT THE BEGINNING OF EACH SCHOOL YEAR, THE BOARD OF TRUSTEES AND DIRECTORS OF THE SCHOOL REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN PAPERWORK NOTING ANY CONFLICTS THAT EXIST. THE GOVERNANCE COMMITTEE REVIEWS THE INFORMATION TO DETERMINE HOW TO MONITOR COMPLIANCE SHOULD A CONFLICT EXIST. TO DATE, THE SCHOOL HAS NOT BEEN IN A SITUATION THAT HAS REQUIRED A SPECIFIC ACCOMMODATION. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD CHAIR AND A MEMBER OF THE GOVERNANCE COMMITTEE MAKE UP THE EVALUATION AND COMPENSATION COMMITTEE FOR THE HEAD OF SCHOOL. ANNUALLY, THEY REVIEW PEER DATA COMPILED BY THE EXECUTIVE DIRECTOR OF THE CALIFORNIA ASSOCIATION FOR INDEPENDENT SCHOOLS. EVALUATION DATA FROM SURVEYS COMPLETED BY THE BOARD OF TRUSTEES AND DIRECT REPORTS ARE SHARED WITH THE BOARD AND COMPENSATION DECISIONS ARE MADE IN EXECUTIVE SESSION. FORM 990, PART VI, SECTION C, LINE 19 WOODLAND SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE PROVIDED UPON WRITTEN REQUEST TO HEAD OF SCHOOL FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D) AND ON THE GUIDESTAR WEBSITE. FORM 990, PART VII, SECTION A, COLUMN (B): THE HOURS OF INVOLVEMENT IN PART VII REFLECT A BEST ESTIMATE OF A TRUSTEE'S WEEKLY AVERAGE OF HOURS SPENT OVER TIME AND FOR A TYPICAL BOARD MEMBER. HOWEVER, THERE MAY BE TIME PERIODS WHEN THE WEEKLY HOURS MAY VARY FROM THE FIGURES REFLECTED (PERHAPS MEANINGFULLY) AND/OR INDIVIDUALS FOR WHOM THERE IS MORE OR LESS VARIABILITY.