Skip to content
Nonprofiteer
← PACIFIC OAKS EDUCATION CORPORATION

Form 990 for tax year 2024

Filed by PACIFIC OAKS EDUCATION CORPORATION.

Totals

Total revenue
$28,364,886
Total expenses
$24,858,507
Contributions and grants received
$2,629,476
Grants paid
$876,536
Program services expenses (Part IX)
$16,234,179
Management and general expenses
$8,603,715
Fundraising expenses
$20,613
Program service expenses (Part III)
$16,234,179

Program services were 65.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Michael Horowitz

    Corporate President/Trustee

    Total calculated
    $1,747,997
    From this org
    $0
    From related orgs
    $1,566,900
    Other
    $181,097
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $936,900 related
    Bonus
    $0 + $630,000 related
    Other
    $0
    Deferred
    $0 + $162,292 related
    Nontaxable benefits
    $0 + $18,805 related
    Filer's total
    $0 + $1,747,997 related

  • Breeda McGreath

    President (as of 7/24)

    Total calculated
    $261,925
    From this org
    $125,941
    From related orgs
    $103,522
    Other
    $32,462
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $125,941 + $95,614 related
    Bonus
    $0 + $7,908 related
    Other
    $0
    Deferred
    $9,046 + $7,502 related
    Nontaxable benefits
    $7,079 + $8,835 related
    Filer's total
    $142,066 + $119,859 related

  • Leanne Wruck

    Interim Pres./Trustee (until 6/24)

    Total calculated
    $369,699
    From this org
    $54,171
    From related orgs
    $288,436
    Other
    $27,092
    Hours/week
    28 + 12 related

    Schedule J breakdown matched by us

    Base
    $54,171 + $225,936 related
    Bonus
    $0 + $62,500 related
    Other
    $0
    Deferred
    $3,792 + $15,719 related
    Nontaxable benefits
    $0 + $7,581 related
    Filer's total
    $57,963 + $311,736 related

  • Valerie Coachman-Moore

    Board Chair

    Total calculated
    $0
    Hours/week
    2

  • Teresa Nuno

    Vice Chair

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Kathy Dossett

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Ryan C Eisenberg

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Dawn Kurtz

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Terrence Layng

    Trustee

    Total calculated
    $0
    Hours/week
    2 + 12 related

  • Stacey Lydon

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Fred Marcus

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Sharon Shelton

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Janet Twyman

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Sydney Williams Hull

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Jennifer Gantz

    Corporate Treasurer

    Total calculated
    $400,478
    From this org
    $0
    From related orgs
    $375,738
    Other
    $24,740
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $304,863 related
    Bonus
    $0 + $70,875 related
    Other
    $0
    Deferred
    $0 + $24,150 related
    Nontaxable benefits
    $0 + $590 related
    Filer's total
    $0 + $400,478 related

  • Greg Beno

    Asst Corp. Treasurer

    Total calculated
    $276,060
    From this org
    $0
    From related orgs
    $257,592
    Other
    $18,468
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $225,050 related
    Bonus
    $0 + $32,542 related
    Other
    $0
    Deferred
    $0 + $18,001 related
    Nontaxable benefits
    $0 + $467 related
    Filer's total
    $0 + $276,060 related

  • Shari Mikos

    Corporate Secretary

    Total calculated
    $368,593
    From this org
    $0
    From related orgs
    $339,858
    Other
    $28,735
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $277,358 related
    Bonus
    $0 + $62,500 related
    Other
    $0
    Deferred
    $0 + $24,002 related
    Nontaxable benefits
    $0 + $4,733 related
    Filer's total
    $0 + $368,593 related

  • Elisa Davis

    Assistant Secretary

    Total calculated
    $53,079
    From this org
    $0
    From related orgs
    $49,184
    Other
    $3,895
    Hours/week
    2 + 38 related

  • Sara Sotelo

    Asst Corp. Secretary

    Total calculated
    $113,178
    From this org
    $0
    From related orgs
    $93,494
    Other
    $19,684
    Hours/week
    2 + 38 related

  • Jerrell Hill

    Dean of HDE (until 3/28/25)

    Total calculated
    $204,042
    From this org
    $180,033
    From related orgs
    $0
    Other
    $24,009
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,625
    Bonus
    $5,408
    Other
    $0
    Deferred
    $12,805
    Nontaxable benefits
    $11,204
    Filer's total
    $204,042

  • Michael Patton

    Dean

    Total calculated
    $202,433
    From this org
    $181,112
    From related orgs
    $0
    Other
    $21,321
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $159,440
    Bonus
    $21,672
    Other
    $0
    Deferred
    $11,794
    Nontaxable benefits
    $9,527
    Filer's total
    $202,433

  • Jane Sawyer

    VP Human Resources

    Total calculated
    $198,464
    From this org
    $172,466
    From related orgs
    $0
    Other
    $25,998
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,808
    Bonus
    $22,658
    Other
    $0
    Deferred
    $12,385
    Nontaxable benefits
    $13,613
    Filer's total
    $198,464

  • Nubian London

    Associate VP of Admissions

    Total calculated
    $193,333
    From this org
    $143,125
    From related orgs
    $0
    Other
    $50,208
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $122,561
    Bonus
    $20,564
    Other
    $0
    Deferred
    $11,210
    Nontaxable benefits
    $38,998
    Filer's total
    $193,333

  • Terry Webster

    Administrative Faculty

    Total calculated
    $159,107
    From this org
    $138,507
    From related orgs
    $0
    Other
    $20,600
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,030
    Bonus
    $5,477
    Other
    $0
    Deferred
    $9,891
    Nontaxable benefits
    $10,709
    Filer's total
    $159,107

  • Jack Paduntin

    Former Trustee/College President

    Total calculated
    $185,434
    From this org
    $161,754
    From related orgs
    $0
    Other
    $23,680
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,754
    Bonus
    $0
    Other
    $0
    Deferred
    $11,661
    Nontaxable benefits
    $12,019
    Filer's total
    $185,434

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 3
Pacific Oaks College and Children's School, with support from a related organization, TCS Education System, used one or more of the methods described below to establish the top management official's compensation: - Executive Committee - Independent Compensation Consultant - Compensation Survey or Study - Form 990 of other organizations - Approval by the Board of Executive Committee
Part I, Line 4b
Part I, Line 4b: TCS Education System provides a supplemental deferred compensation plan for certain executives. The following individuals participate in the plan: - Michael Horowitz
Part I, Line 7
The target opportunity for the discretionary award is established through market compensation and internal policy so as to relate pay, performance and rewards. Upon reviewing annual performance, the Executive Committee of the Board of Trustees determines results and the granting of discretionary awards, if any.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
8 April 2026
IRS schema version
2024v5.5
Source object
202631009349300628

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.