Civic Intelligence

Oakwood School

EIN 95-1698608 • 501(c)3 • North Hollywood, CA

View Organization Page

Linked School Profile

Oakwood School

Private

537 students

Profile

NONE

11600 Magnolia BlvdNorth Hollywood, CA 91601

www.oakwoodschool.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

47th percentile

0.23x

Higher debt load relative to assets than 47% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.63x

Higher debt load relative to revenue than 62% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

69th percentile

$736,691

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

501(c)3 • $100M-$250M nonprofits • Source year 2024

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

19%

Faster revenue growth than 72% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$147,237,222

Up $14,414,347 (+11%) from 2023

Liabilities

Up

$34,430,741

Up $1,571,713 (+4.8%) from 2023

Net Assets

Up

$112,806,481

Up $12,842,634 (+13%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin69th percentile

Revenue

Up

$54,854,088

Up $8,806,951 (+19%) from 2023

Expenses

Up

$47,437,676

Up $1,968,522 (+4.3%) from 2023

Net Income

Up

$7,416,412

Up $6,838,429 (+1183%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150M$100M$50M$0Assets 2010: $51,811,660Liabilities 2010: $12,254,503Net Assets 2010: $39,557,1572010Assets 2011: $54,943,020Liabilities 2011: $10,722,057Net Assets 2011: $44,220,9632011Assets 2012: $56,038,938Liabilities 2012: $10,459,473Net Assets 2012: $45,579,4652012Assets 2013: $61,205,618Liabilities 2013: $11,352,603Net Assets 2013: $49,853,0152013Assets 2014: $71,474,122Liabilities 2014: $17,684,423Net Assets 2014: $53,789,6992014Assets 2015: $74,623,794Liabilities 2015: $17,898,794Net Assets 2015: $56,725,0002015Assets 2016: $79,187,206Liabilities 2016: $16,724,618Net Assets 2016: $62,462,5882016Assets 2017: $87,019,849Liabilities 2017: $18,994,739Net Assets 2017: $68,025,1102017Assets 2018: $88,901,503Liabilities 2018: $17,129,953Net Assets 2018: $71,771,5502018Assets 2019: $107,084,385Liabilities 2019: $30,183,400Net Assets 2019: $76,900,9852019Assets 2020: $108,162,934Liabilities 2020: $26,400,956Net Assets 2020: $81,761,9782020Assets 2021: $131,214,925Liabilities 2021: $35,024,967Net Assets 2021: $96,189,9582021Assets 2022: $129,285,725Liabilities 2022: $35,798,589Net Assets 2022: $93,487,1362022Assets 2023: $132,822,875Liabilities 2023: $32,859,028Net Assets 2023: $99,963,8472023Assets 2024: $147,237,222Liabilities 2024: $34,430,741Net Assets 2024: $112,806,4812024

Highlighted filing

2024

Assets$147,237,222
Liabilities$34,430,741
Net Assets$112,806,481
Open 2024 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0Expenses 2010: $25,028,0182010Expenses 2011: $26,745,3162011Expenses 2012: $25,980,5142012Expenses 2013: $27,284,9892013Revenue 2014: $29,859,336Expenses 2014: $29,313,743Net Income 2014: $545,5932014Revenue 2015: $33,048,402Expenses 2015: $30,558,612Net Income 2015: $2,489,7902015Revenue 2016: $37,955,852Expenses 2016: $31,633,331Net Income 2016: $6,322,5212016Revenue 2017: $35,712,547Expenses 2017: $32,441,111Net Income 2017: $3,271,4362017Revenue 2018: $36,886,334Expenses 2018: $35,078,672Net Income 2018: $1,807,6622018Revenue 2019: $38,864,630Expenses 2019: $36,110,752Net Income 2019: $2,753,8782019Revenue 2020: $40,023,059Expenses 2020: $35,995,358Net Income 2020: $4,027,7012020Revenue 2021: $40,512,387Expenses 2021: $36,889,144Net Income 2021: $3,623,2432021Revenue 2022: $43,719,219Expenses 2022: $41,469,017Net Income 2022: $2,250,2022022Revenue 2023: $46,047,137Expenses 2023: $45,469,154Net Income 2023: $577,9832023Revenue 2024: $54,854,088Expenses 2024: $47,437,676Net Income 2024: $7,416,4122024

Highlighted filing

2024

Revenue$54,854,088
Expenses$47,437,676
Net Income$7,416,412
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$147,237,222
Liabilities
$34,430,741
Net assets
$112,806,481
Revenue
$54,854,088
Expenses
$47,437,676
Net income
$7,416,412
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$147$34.4$113$54.9$47.4$7.42
2023Summary only. Only limited summary data is available for this year.$133$32.9$100.0$46.0$45.5$0.58
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$129$35.8$93.5$43.7$41.5$2.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$131$35.0$96.2$40.5$36.9$3.62
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$108$26.4$81.8$40.0$36.0$4.03
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$107$30.2$76.9$38.9$36.1$2.75
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$88.9$17.1$71.8$36.9$35.1$1.81
2017Summary only. Only limited summary data is available for this year.$87.0$19.0$68.0$35.7$32.4$3.27
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$79.2$16.7$62.5$38.0$31.6$6.32
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$74.6$17.9$56.7$33.0$30.6$2.49
2014Detailed filing. Detailed filing data is available for this year.$71.5$17.7$53.8$29.9$29.3$0.55
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.2$11.4$49.9$27.3
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.0$10.5$45.6$26.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$54.9$10.7$44.2$26.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.8$12.3$39.6$25.0
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 30, 2025
Return Version
2023v6.0
Gross Receipts
$86,209,074
Mission and Program Overview

Mission

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

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$42,917,281$45,122,410▲ $2,205,129
Investments in Publicly Traded Securities$57,953,036$44,209,101▼ $13,743,935
Savings and Temporary Cash Investments$11,046,490$33,157,105▲ $22,110,615
Investments Other Securities$13,552,360$11,416,617▼ $2,135,743
Pledges and Grants Receivable$250,925$4,953,246▲ $4,702,321
Prepaid Expenses and Deferred Charges$966,559$792,123▼ $174,436
Accounts Receivable$70,536$154,054▲ $83,518
Cash and Non-Interest-Bearing Accounts$58$631▲ $573
Total Assets$132,822,875$147,237,222▲ $14,414,347
Other Assets Total$6,065,630$7,431,935▲ $1,366,305
Liabilities
Deferred Revenue$18,545,155$19,715,559▲ $1,170,404
Other Liabilities$5,102,240$5,920,874▲ $818,634
Tax Exempt Bond Liabilities$4,667,630$4,267,964▼ $399,666
Accounts Payable and Accrued Expenses$3,040,144$3,194,399▲ $154,255
Mortgage Notes Payable Secured by Investment Property$1,503,859$1,331,945▼ $171,914
Total Liabilities$32,859,028$34,430,741▲ $1,571,713
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$85,056,259$90,657,504▲ $5,601,245
Net Assets With Donor Restrictions$14,907,588$22,148,977▲ $7,241,389
Total Net Assets Fund Balance$99,963,847$112,806,481▲ $12,842,634
Total Liabilities and Net Assets / Fund Balance$132,822,875$147,237,222▲ $14,414,347

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$25,621,688$19,219,111$44,840,799
Land$18,886,325-$18,886,325
Equipment$614,397$750,111$1,364,508
Other Assets Org$5,790,881--
Other Securities$11,416,617--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$41,365,718$699,078▲ $4,949,081$1,513,270$45,500,607
2022$37,349,359$1,143,247▲ $4,312,589$1,439,477$41,365,718
2021$39,385,093$1,381,903▼ $3,391,843$25,794$37,349,359
2020$29,880,935$2,550,902▲ $8,106,720$1,153,464$39,385,093
2019$28,950,411$1,295,141▲ $629,769$994,386$29,880,935
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jaime a DominguezHead of SchoolFT$516,817$219,874$736,691
Christopher B ThomasChief Operating OfficerFT$329,322$44,199$373,521
Karen M BowlandDirector of FinanceFT$222,350$36,682$259,032
Wendy J WeickerDirector of Support ServicesFT$183,336$39,571$222,907
Craig D Arteaga-johnsonSenior Advancement StrategistFT$199,149$23,003$222,152
Denise F RossPrincipal, Elementary SchoolFT$180,409$32,795$213,204
Angelique M HardyAssistant Director of Athletics & PeFT$175,238$26,523$201,761
Nancy J GoldbergDirector of Admissions K-6FT$173,007$24,444$197,451

Board Members and Trustees

NameTitle
John D JonesChair
Alex SusmanPast Chair
Marcus WileyVice Chair
Alonzo WickersTrustee
Barbara MarshallTrustee
Carlos MoranTrustee
Courtney KempTrustee
Dana Settle Thru 0624Trustee
David LipseyTrustee
Donald GrantTrustee
Gaby ArvizuTrustee
Gary SumersTrustee
Gideon YuTrustee
Heidi TaylorTrustee
Ira PiankoTrustee
Kara SaxTrustee
Ken FritzTrustee
Lee RosenbaumTrustee
Les FrostTrustee
Liz NaftaliTrustee
Lori Hall ArmstrongTrustee
Marta KauffmanTrustee
Maya OmarTrustee
Meryl Chae Thru 06204Trustee
Mitchell ButlerTrustee
Robert KondrkTrustee
Sylvia Torres-guillenTrustee
Treani SwainTrustee
Zach SuchinTrustee
Jamie BakalTrustee (thru 06/24)
Mark RoybalTrustee (thru 06/24)
Monifa SimsTrustee (thru 06/24)
David WeberSecretary
Brian DiamondTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Lee's Maintenance Service INCJanitorial Services14740 KESWICK ST, Van Nuys, CA 91405$598,645
Professional Security ConsultantsCampus Safety Personnel11454 SAN VICENTE BLVD, Los Angeles, CA 90049$542,278
Navasard Mejlumyancrystal ToursTransportation6166 COLBATH AVE, Van Nuys, CA 91401$449,812
Student Transportation Of AmericaTransportation6414 HOLLISTER AVE, Goleta, CA 93117$340,110
WolfOutdoor Education Provider301 SCIENCE DRIVE SUITE 142, Moorpark, CA 93021$311,618
Revenue and Support

Revenue Composition

Contributions and Grants
$8,438,030
Program Service Revenue
$43,996,310
Investment Income
$1,806,225
Other Revenue
$613,523
All Other Contributions
$8,416,220
Change in Net Assets
$7,416,412

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded15$905,876Publicly Traded Exchange
Total Noncash Contributions15$905,876-

Audited Revenue Reconciliation

Revenue per Audited Statements
$49,281,755
Revenue Not Reported on Financial Statements
$5,572,333
Revenue Not Reported on Form 990
$5,426,222
Other Revenue Adjustments
$5,390,021
Total Revenue per Audited Statements
$54,707,977
Total Revenue per Form 990
$54,854,088
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$28,373,531
Other Expenses$13,674,124
Grants and Similar Amounts Paid$5,390,021
Total Fundraising Expense$2,128,180
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$16,978,735$2,581,914$1,217,027$20,777,676
Grants to Domestic Individuals$5,390,021--$5,390,021
Other Employee Benefits$2,887,528$546,598$164,509$3,598,635
Depreciation Depletion$2,460,003$71,761$49,561$2,581,325
All Other Expenses$888,895$1,048,534$21,961$1,959,390
Payroll Taxes$1,241,042$224,694$86,833$1,552,569
Current Officers, Directors, Trustees, and Key Employees-$1,237,693$146,071$1,383,764
Occupancy$1,280,204$37,311$24,588$1,342,103
Pension Plan Contributions$869,315$125,634$65,938$1,060,887
Information Technology$864,881$27,920$7,836$900,637
Other Expenses$650,925$18,988$13,114$683,027
Fees for Services Other$567,179$16,546$11,427$595,152
Advertising-$166,230$271,815$438,045
Office Expenses$2,130$322,569$27,510$352,209
Insurance$334,504$9,758$6,739$351,001
Fees for Service Investment Mgmnt Fees-$182,312-$182,312
Interest$169,203$4,936$3,409$177,548
Fees for Services Accounting-$91,760-$91,760
Fees for Services Legal-$16,057-$16,057
Travel-$5,666-$5,666
Total Functional Expenses$38,537,545$6,771,951$2,128,180$47,437,676

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$47,437,676
Expenses per Audited Statements$41,865,343
Total Expenses per Audited Statements$41,865,343
Expenses Not Reported on Financial Statements$5,572,333
Other Expense Adjustments$5,390,021
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$581,974
Fundraising Direct Expenses$312,370
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$603,784$581,974$79,596$502,378
Total Events$603,784$581,974$312,370$269,604
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Karen ThomasSpouse of COOEmploymentNo$62,513
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Contractual Deferred Tuition$5,790,881
Reserve for Self-insurance$65,400
Unused Hot Lunch$32,943
Security Deposits$31,650

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACalifornia Municipal Finance Authority2016-05-06$8,040,915Provide funds to refund a prior issue

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$8,040,915$8,040,915$3,772,951-

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The 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 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, 2027.”

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.”

Filing and Contact Details

Filer

Filer Name
Oakwood School
EIN
95-1698608
Phone
8187323000
Address
11600 MAGNOLIA BLVD, NORTH HOLLYWOOD, CA 91601

Signing Officer

Name
Christopher B Thomas
Title
Chief Operating Officer
Phone
8187323000
Signed
2025-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jaime Dominguez
Formed
1951
Legal Domicile
CA
Voting Board Members
34
Independent Board Members
34
Employees
377
Volunteers
150

Preparer

Firm
Armanino Advisory LLC
Address
2700 CAMINO RAMON STE 350, SAN RAMON, CA 94583-5004
Preparer
Katy Brown
Phone
9257902600
Supplemental Narrative

Financial Statement Notes

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.”

Raw XML AppendixShowing 400 of 1,060 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AccountsReceivableGrp/EOYAmt0154054
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0OAKWOOD 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.
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IRS990/BooksInCareOfDetail/PhoneNum08187323000
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IRS990/BooksInCareOfDetail/USAddress/CityNm0NORTH HOLLYWOOD
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