2024-05-10T16:17:39-05:00 2023-06-30 946214841 ARMANINO LLP 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2022-07-01 954381008 MILKEN COMMUNITY SCHOOL MILK 3104403500 15800 ZELDINS WAY LOS ANGELES CA 90049 TARRYN BRESKAL CFOO 3104403500 2024-05-10 1 TARRYN BRESKAL 999009999 1 MATTHEW PETROSKI P00853132 9257902600 2024-05-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MILKEN COMMUNITY HIGH SCHOOL TARRYN BRESKAL 15800 ZELDINS WAY LOS ANGELES CA 90049 52146113 0 X WWW.MILKENSCHOOL.ORG X 1991 CA TO OPERATE A SCHOOL TEACHING RELIGIOUS COURSES OF THE JEWISH FAITH AND STANDARD SUBJECTS. 25 25 274 80 0 0 14273574 6076083 37706671 41773428 209548 476375 -709079 30347 51480714 48356233 6607382 6962481 0 0 22161886 26092015 0 0 1774905 13226128 14186167 41995396 47240663 9485318 1115570 87305877 93896708 37195350 41667334 50110527 52229374 TO OPERATE A SCHOOL TEACHING RELIGIOUS COURSES OF THE JEWISH FAITH AND STANDARD SUBJECTS. 0 0 38073361 6962481 41773428 AS A GRADE 6-12 INDEPENDENT COLLEGE-PREPARATORY INSTITUTION SERVICING 770 STUDENTS, MILKEN COMMUNITY SCHOOL IS A PLACE OF RIGOROUS ACADEMIC PREPARATION AND INTELLECTUAL INQUIRY AND A PLACE OF PROFOUND AND TRANSFORMATIVE EXPERIENCES WITH LEARNING, SPIRITUAL PRACTICE, AND ETHICAL PRACTICE AT THE FOUNDATION OF THOSE EXPERIENCES. MILKEN'S CORE PROGRAMS DRIVE A DEMANDING AND FULFILLING ACADEMIC CURRICULUM. OUR SPECIALIZED INSTITUTES AND CENTERS, RANGING FROM ARCHITECTURE AND DESIGN TO SCIENCE AND TECHNOLOGY AND ADVANCED JEWISH STUDIES, IN CONCERT WITH ADVANCED PLACEMENT COURSES AND A FULL ARRAY OF PERFORMING ARTS, VISUAL ARTS, AND LANGUAGE ELECTIVES, PROVIDE OUR STUDENTS WITH THE FINEST PRIVATE, INDEPENDENT SCHOOL EXPERIENCES INFUSED WITH THE BEST OF JEWISH EDUCATION. 38073361 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 72 0 1 274 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 25 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X TARRYN BRESKAL CFOO 3104403500 15800 ZELDINS WAY LOS ANGELES CA 90049 RICHARD SANDLER CHAIR 1.00 X X 0 0 0 ANTON SCHIFF VICE CHAIR 1.00 X X 0 0 0 RENEE WOLF SECRETARY 1.00 X X 0 0 0 LEON JANKS TREASURER 1.00 X X 0 0 0 LISE APPLEBAUM TRUSTEE 1.00 X 0 0 0 SIMON BARLAVA TRUSTEE 1.00 X 0 0 0 SUSAN BLOCH KAY TRUSTEE 1.00 X 0 0 0 SHAHIN DARDASHTY TRUSTEE 1.00 X 0 0 0 JAKE DAVIDSON TRUSTEE 1.00 X 0 0 0 RABBI TOVA LEIBOVIC DOUGLAS TRUSTEE 1.00 X 0 0 0 RABBI ED FEINSTEIN TRUSTEE 1.00 X 0 0 0 SHERRI FOGELMAN TRUSTEE 1.00 X 0 0 0 DANA GUERIN TRUSTEE (LEFT 09/22) 1.00 X 0 0 0 LAURYN HARRIS TRUSTEE 1.00 X 0 0 0 ANDREA IANCU TRUSTEE 1.00 X 0 0 0 NAHUM LAINER TRUSTEE 1.00 X 0 0 0 JANINE WINKLEY LOWY TRUSTEE 1.00 X 0 0 0 MARCIA MANKOFF TRUSTEE 1.00 X 0 0 0 LOWELL MILKEN TRUSTEE 1.00 X 0 0 0 SEAN RAD TRUSTEE 1.00 X 0 0 0 NURIT ROBIN TRUSTEE 1.00 X 0 0 0 KEN RUBY TRUSTEE 1.00 X 0 0 0 SAUL SMITH TRUSTEE 1.00 X 0 0 0 KEITH WASSERMAN TRUSTEE 1.00 X 0 0 0 LORI WOLF TRUSTEE 1.00 X 0 0 0 RABBI DAVID WOZNICA TRUSTEE 1.00 X 0 0 0 SARAH SHULKIND HEAD OF SCHOOL 40.00 X 564845 0 200425 DANIEL SPIEGEL ASSOC. HOS FOR EXTERNAL RELATIONS 40.00 X 218157 0 43844 TARRYN BRESKAL CHIEF FINANCIAL & OPERATIONS OFFICER 40.00 X 204445 0 118106 LIMOR DANKNER ASSOC. HOS FOR ACADEMIC AFFAIRS 40.00 X 233045 0 44643 KIMBERLY SCHWARTZ CHIEF CURR. & PROGRAM OFFICER 40.00 X 217497 0 138045 LEIGH FAUBER DIVISION 6/7/8 HEAD 40.00 X 178898 0 47561 ROSS MANKUTA DIRECTOR OF ALUMNI RELATIONS & ADVANCEMENT 40.00 X 165377 0 17094 CHRISTOPHER SCARLATA DIVISION 9/10 HEAD 40.00 X 163250 0 27179 BEAU E LINDSAY DIVISION 11/12 HEAD 40.00 X 159851 0 54452 LINDY KADOURI DIRECTOR OF ADMISSIONS & ENROLLMENT MGMT. 40.00 X 153667 0 134417 2259032 0 825766 44 0 1 0 TUMBLEWEED TRANSPORTATION PO BOX 49291 LOS ANGELES CA 90050 TRANSPORTATION 1246425 ALEXANDER MUSS INSTITUTE FOR ISRAEL EDUC 78 RANDALL AVE ROCKVILLE CTR NY 11570 TIFERET PROGRAMS 1080384 PROFESSIONAL SECURITY CONSULTANTS 11454 SAN VICENTE BL LOS ANGELES CA 90049 SECURITY PROVIDER 761002 JDM CONTRACTORS 865 S FIGUEROA ST STE3300 LOS ANGELES CA 90017 CONTRACTOR 556876 HARLEY ELLIS DEVEREAUX CORP 550 S HOPE ST 2500 LOS ANGELES CA 90071 ARCHITECTURAL SERVICES 318682 12 99292 5976791 2994826 6076083 TUITION AND FEES 611600 39196636 39196636 AUXILIARY PROGRAM REVE 611710 2099461 2099461 OTHER PROGRAM REVENUE 611710 477331 477331 41773428 508856 508856 3237344 3269825 -32481 -32481 -32481 550402 520055 30347 30347 48356233 41773428 0 506722 6962481 6962481 1761669 267112 835560 658997 18520266 16098100 2034128 388038 638457 519326 108951 10180 3691362 2422855 1149336 119171 1480261 1136932 270065 73264 60000 60000 38964 38964 580967 177503 345518 57946 124041 13862 110179 979289 770910 184500 23879 345625 280708 56028 8889 1366084 1202154 136608 27322 1354357 3673 1350605 79 298310 265565 19401 13344 185759 185759 2786788 2342695 390850 53243 549556 507374 35152 7030 STUDENT SPECIAL PROGRAM 1522293 1211777 2330 308186 TIFERET 1315788 1315788 TIYULIM 929134 929134 STUDENT ACTIVITIES 616031 616031 1133181 1029381 78463 25337 47240663 38073361 7392397 1774905 11633210 118855 541906 3968769 2157400 1571786 11710 32373 170000 85000 54559 169722 85717758 40652165 45977171 45065593 2894011 16040348 5339774 5618592 18526136 21225670 87305877 93896708 2124867 1947585 11481929 12328400 5000000 4901945 18588554 22489404 37195350 41667334 X 46265872 43167666 3844655 9061708 50110527 52229374 87305877 93896708 1115570 1003277 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9702346 3546851 1051646 407592 13893251 9580463 1784705 -1232054 430768 9702346 8274414 19851 1794060 507862 9580463 7862892 324400 87122 8274414 7567994 36000 258898 7862892 0.49177 0.50823 0 0 2805660 2805660 76855024 35226541 41628483 4671747 4131406 540341 1385327 1294218 91109 45065593 COMMON INVESTMENT POOL 5618592 F 5618592 CONTRACTUAL TUITION AND FEES RECEIVABLE 20302690 RIGHT OF USE ASSETS 922980 21225670 CONTRACTUAL UNEARNED TUITION 20302690 CAPITAL LEASE OBLIGATION 2186714 22489404 X 42878120 1003277 -6962481 -5959204 48837324 38964 -520055 -481091 48356233 40759273 520055 520055 40239218 38964 6962481 7001445 47240663 PART V, LINE 4: ENDOWMENT FUNDS ARE INTENDED TO FUND SCHOLARSHIPS AND VARIOUS EDUCATIONAL PROGRAMS. PART X, LINE 2: THE SCHOOL IS A QUALIFIED NOT-FOR-PROFIT 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, 2023, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIPS AND FINANCIAL AID -6,962,481. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -520,055. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 520,055. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND FINANCIAL AID 6,962,481. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 MILKEN COMMUNITY SCHOOL PROVIDES A NOTICE OF NONDISCRIMINATORY POLICY AS TO STUDENTS AT THE BOTTOM OF ITS WEBSITE LANDING PAGE AT ALL TIMES. 1 SCHOLARSHIPS AND FINANCIAL AID 271 6962481 FMV DIRECT CREDIT TO STUDENT ACCOUNT PART I, LINE 2: MILKEN PROVIDES FINANCIAL AID BASED ON EACH FAMILY'S DEMONSTRATED NEED, WITHOUT REGARD TO RACE, COLOR, NATIONAL AND ETHNIC ORIGIN, OR GENDER. MILKEN USES THE NATIONAL ASSOCIATION OF INDEPENDENT SCHOOLS (NAIS) STUDENT AND SCHOOL SERVICES' ONLINE FINANCIAL AID SYSTEM TO EVALUATE FAMILY APPLICATIONS FOR NEED-BASED SCHOLARSHIP AWARDS FOR STUDENTS, BASED ON SELF-REPORTED INCOME AND EXPENSES CORROBORATED BY TAX RETURNS AND OTHER AVAILABLE DOCUMENTS. MILKEN ADHERES TO NAIS'S PRINCIPLES OF GOOD PRACTICE FOR FINANCIAL AID ADMINISTRATION. ALL FAMILY-PROVIDED DOCUMENTS AND DATA ARE COLLECTED AND STORED BY NAIS. MILKEN PROVIDES TUITION GRANTS IN RARE CIRCUMSTANCES TO CERTAIN PROFESSIONAL GROUPS INCLUDING ISRAELI EMBASSY EMPLOYEES AND LEGACY PROFESSIONALS. THIS IS AT THE DISCRETION OF THE HEAD OF SCHOOL. MILKEN PROVIDES A 50% GRANT TO MEMBERS OF CLERGY FROM JEWISH RELIGIOUS ORGANIZATIONS. X 1 0 X X X X 0 0 0 0 0 0 0 1 0 SARAH SHULKIND HEAD OF SCHOOL 419995 0 63750 0 81100 0 25125 0 175300 0 765270 0 0 0 KIMBERLY SCHWARTZ CHIEF CURR. & PROGRAM OFFICER 216497 0 0 0 1000 0 11339 0 126706 0 355542 0 0 0 TARRYN BRESKAL CHIEF FINANCIAL & OPERATIONS OFFICER 204445 0 0 0 0 0 10544 0 107562 0 322551 0 0 0 LINDY KADOURI DIRECTOR OF ADMISSIONS & ENROLLMENT 153667 0 0 0 0 0 7857 0 126560 0 288084 0 0 0 LIMOR DANKNER ASSOC. HOS FOR ACADEMIC AFFAIRS 233045 0 0 0 0 0 11931 0 32712 0 277688 0 0 0 DANIEL SPIEGEL ASSOC. HOS FOR EXTERNAL RELATIONS 218157 0 0 0 0 0 11220 0 32624 0 262001 0 0 0 LEIGH FAUBER DIVISION 6/7/8 HEAD 178898 0 0 0 0 0 8163 0 39398 0 226459 0 0 0 BEAU E LINDSAY DIVISION 11/12 HEAD 159851 0 0 0 0 0 8163 0 46289 0 214303 0 0 0 CHRISTOPHER SCARLATA DIVISION 9/10 HEAD 163250 0 0 0 0 0 7688 0 19491 0 190429 0 0 0 ROSS MANKUTA DIRECTOR OF ALUMNI RELATIONS & ADVAN 165377 0 0 0 0 0 8327 0 8767 0 182471 0 0 0 PART I, LINE 1A SARAH SHULKIND, HEAD OF SCHOOL, RECEIVED A TAXABLE HOUSING ALLOWANCE OF $77,500 IN 2022 CALENDAR YEAR. THE AMOUNT WAS INCLUDED ON HER 2022 FORM W-2 AND REPORTED ON SCH J, PART II, COLUMN B(III). PART I, LINE 7 THE HOS IS ELIGIBLE TO RECEIVE A DISCRETIONARY BONUS AFTER THE END OF EACH CONTRACT YEAR IN AN AMOUNT UP TO 15% OF ANNUAL BASE SALARY FOR THE YEAR, AT THE SOLE AND ABSOLUTE DISCRETION OF THE BOARD. THE AMOUNT HAS BEEN INCLUDED ON THE FORM W-2 AND REPORTED ON SCHEDULE J, PART II, COLUMN B(II). SARAH SHULKIND HEAD OF SCHOOL HOUSING LOAN X 360000 85000 0 1 1 85000 X 7 2994825 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS, NOT NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARATION AND REVIEW PROCESS FOR THE FORM 990 FOR THE YEAR ENDED JUNE 30, 2023 INCLUDED A NUMBER OF DISCUSSIONS BETWEEN THE SCHOOL'S INTERNAL FINANCE STAFF AND THE PUBLIC ACCOUNTING FIRM ENGAGED TO PREPARE THE FORM 990 TO REVIEW THE SCHOOL'S ACTIVITIES AND OPERATIONS. IN CONJUNCTION WITH THE INFORMATION OBTAINED THROUGH THE FINANCIAL AUDIT PROCESS AND ADDITIONAL WRITTEN INQUIRIES SPECIFIC TO THE EXEMPT ORGANIZATION RETURNS, INFORMATION OBTAINED THROUGH THESE DISCUSSIONS WAS USED TO ENSURE THAT THE RETURNS PROVIDE AN ACCURATE AND TRANSPARENT SUMMARY OF THE SCHOOL'S ACTIVITIES FOR THE YEAR. ONCE THE PREPARATION PROCESS WAS COMPLETED, DRAFT RETURNS WERE PROVIDED TO THE CHIEF FINANCIAL AND OPERATING OFFICER, AND THE CONTROLLER. ALL CHANGES REQUIRED AS A RESULT OF THAT REVIEW WERE MADE AND FINAL RETURNS WERE PRODUCED. THE BOARD'S FINANCE COMMITTEE REVIEWED THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES. ALL POTENTIAL CONFLICTS ARE REQUIRED TO BE REPORTED TO THE HEAD OF THE SCHOOL OR THE BOARD CHAIR. BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES SIGN ANNUAL INDEPENDENCE STATEMENTS. THE EXECUTIVE COMMITTEE OF THE BOARD, EXCLUDING THE MEMBER WITH THE POTENTIAL CONFLICT, IS RESPONSIBLE FOR DETERMINING IF A CONFLICT EXISTS. IF A POTENTIAL CONFLICT EXISTS WITH A BOARD MEMBER REGARDING A SPECIFIC TRANSACTION, THE INTERESTED PERSON IS REQUIRED TO RETIRE FROM THE ROOM AND NOT PARTICIPATE IN THE DELIBERATION OR DECISION REGARDING THE MATTER. THE INTERESTED PERSON WILL NOT BE PERMITTED TO VOTE ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 AN INDEPENDENT COMMITTEE PERFORMS MARKET TESTS USING SURVEY DATA FROM NAIS AND CAL-ISBOA FOR SIMILAR POSITIONS BEFORE OFFERING A SALARY. THE COMMITTEE ALSO TAKES INTO ACCOUNT DATA FROM SIMILAR SIZED INSTITUTIONS IN MAJOR URBAN AREAS AND COMPARES THE DATA WITH CALIFORNIA AND LOCAL MARKETS. THE DELIBERATION PROCESS IS SUBSTANTIATED CONTEMPORANEOUSLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. THESE DOCUMENTS ARE NOT REQUIRED BY FEDERAL OR STATE LAW TO BE MADE AVAILABLE TO THE GENERAL PUBLIC.