Form 990 for tax year 2023
Filed by PACIFIC OAKS EDUCATION CORPORATION.
Totals
- Total revenue
- $26,533,782
- Total expenses
- $23,625,635
- Contributions and grants received
- $1,823,651
- Grants paid
- $1,178,106
- Program services expenses (Part IX)
- $15,251,411
- Management and general expenses
- $8,351,902
- Fundraising expenses
- $22,322
- Program service expenses (Part III)
- $15,251,411
Program services were 64.6% 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
- $1,595,488
- From this org
- $0
- From related orgs
- $1,457,327
- Other
- $138,161
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $857,327 related
- Bonus
- $0 + $600,000 related
- Other
- $0
- Deferred
- $0 + $120,000 related
- Nontaxable benefits
- $0 + $18,161 related
- Filer's total
- $0 + $1,595,488 related
-
Jack Paduntin
Trustee/College Pres (until 01/24)
- Total calculated
- $354,855
- From this org
- $306,625
- From related orgs
- $0
- Other
- $48,230
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $272,250
- Bonus
- $34,375
- Other
- $0
- Deferred
- $22,182
- Nontaxable benefits
- $26,048
- Filer's total
- $354,855
-
Leanne Wruck
Interim Pres/Trustee (as of 01/24)
- Total calculated
- $324,687
- From this org
- $0
- From related orgs
- $291,327
- Other
- $33,360
- Hours/week
- 28 + 12 related
Schedule J breakdown matched by us
- Base
- $0 + $235,077 related
- Bonus
- $0 + $56,250 related
- Other
- $0
- Deferred
- $0 + $20,643 related
- Nontaxable benefits
- $0 + $12,717 related
- Filer's total
- $0 + $324,687 related
-
Valerie Coachman-Moore
Board Chair
- Total calculated
- $0
- Hours/week
- 2
-
Ryan C Eisenberg
Vice Chair
- Total calculated
- $0
- Hours/week
- 2
-
Kathy Dossett
Trustee (as of 10/23)
- 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
-
Teresa Nuno
Trustee
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Sharon Shelton
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Janet Twyman
Trustee (as of 10/23)
- Total calculated
- $0
- Hours/week
- 2
-
Sydney Williams Hull
Trustee (as of 10/23)
- Total calculated
- $0
- Hours/week
- 2
-
Shari Mikos
Corporate Secretary
- Total calculated
- $309,795
- From this org
- $0
- From related orgs
- $284,769
- Other
- $25,026
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $231,019 related
- Bonus
- $0 + $53,750 related
- Other
- $0
- Deferred
- $0 + $20,151 related
- Nontaxable benefits
- $0 + $4,875 related
- Filer's total
- $0 + $309,795 related
-
Greg Beno
Asst Corp. Treasurer
- Total calculated
- $268,306
- From this org
- $0
- From related orgs
- $250,348
- Other
- $17,958
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $213,433 related
- Bonus
- $0 + $36,915 related
- Other
- $0
- Deferred
- $0 + $17,505 related
- Nontaxable benefits
- $0 + $453 related
- Filer's total
- $0 + $268,306 related
-
Jennifer Gantz
Corporate Treasurer
- Total calculated
- $369,167
- From this org
- $0
- From related orgs
- $345,499
- Other
- $23,668
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $277,999 related
- Bonus
- $0 + $67,500 related
- Other
- $0
- Deferred
- $0 + $23,100 related
- Nontaxable benefits
- $0 + $568 related
- Filer's total
- $0 + $369,167 related
-
Donnell Bell
Asst Corp. Secretary (until 05/24)
- Total calculated
- $215,730
- From this org
- $0
- From related orgs
- $190,529
- Other
- $25,201
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $173,889 related
- Bonus
- $0 + $16,640 related
- Other
- $0
- Deferred
- $0 + $13,513 related
- Nontaxable benefits
- $0 + $11,688 related
- Filer's total
- $0 + $215,730 related
-
Sara Sotelo
Asst Corp. Secretary
- Total calculated
- $106,709
- From this org
- $0
- From related orgs
- $87,786
- Other
- $18,923
- Hours/week
- 2 + 38 related
-
Michael Patton
Dean
- Total calculated
- $191,487
- From this org
- $160,957
- From related orgs
- $0
- Other
- $30,530
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $158,457
- Bonus
- $2,500
- Other
- $0
- Deferred
- $10,133
- Nontaxable benefits
- $20,396
- Filer's total
- $191,486
-
Bree Cook
VP Academic Affairs
- Total calculated
- $164,878
- From this org
- $149,025
- From related orgs
- $0
- Other
- $15,853
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $148,525
- Bonus
- $500
- Other
- $0
- Deferred
- $10,679
- Nontaxable benefits
- $5,175
- Filer's total
- $164,879
-
Jane Sawyer
VP Human Resources
- Total calculated
- $166,176
- From this org
- $143,151
- From related orgs
- $0
- Other
- $23,025
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $140,651
- Bonus
- $2,500
- Other
- $0
- Deferred
- $10,341
- Nontaxable benefits
- $12,684
- Filer's total
- $166,176
-
Jerrell Hill
Dean of HDE
- Total calculated
- $148,794
- From this org
- $128,545
- From related orgs
- $0
- Other
- $20,249
- Hours/week
- 40
-
Judy Castro
Title V Project Director
- Total calculated
- $131,938
- From this org
- $122,834
- From related orgs
- $0
- Other
- $9,104
- Hours/week
- 40
-
Deborah Solmor
Former Corporate Secretary
- Total calculated
- $590,466
- From this org
- $0
- From related orgs
- $574,306
- Other
- $16,160
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $175,306 related
- Bonus
- $0 + $72,500 related
- Other
- $0 + $326,500 related
- Deferred
- $0 + $14,943 related
- Nontaxable benefits
- $0 + $1,217 related
- Filer's total
- $0 + $590,466 related
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
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
Answered no
- 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: - Compensation Committee - Independent Compensation Consultant - Compensation Survey or Study - Form 990 of other organizations - Approval by the Board of Compensation Committee
- Part I, Lines 4a-b
- Part I, Line 4a: The following individual received severance payments in 2023. These payments are reported as taxable compensation on Part II, Column b(iii): Deborah Solmor, Severance - $326,500 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.
-
501(c)(3) · Education · CA · controlled entity
Directly controlled by TCS Education System
-
The Chicago School - California Inc
501(c)(3) · Education · CA · controlled entity
Directly controlled by TCS Education System
-
The Chicago School of Professional Psychology
501(c)(3) · Education · IL · controlled entity
Directly controlled by The Chicago School - California Inc
-
501(c)(3) · Supporting Organization · IL
-
The Chicago School - Washington DC Inc
501(c)(3) · Education · DC · controlled entity
Directly controlled by The Chicago School - California Inc
-
501(c)(3) · Education · TX · controlled entity
Directly controlled by The Chicago School - California Inc
-
501(c)(3) · Education · CA · controlled entity
Directly controlled by TCS Education System
-
Kansas Health Science University Inc
501(c)(3) · Education · KS · controlled entity
Directly controlled by TCS Education System
-
501(c)(3) · Education · OR · controlled entity
Directly controlled by TCS Education System
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 8 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202531059349300233
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