DE TOLEDO HIGH SCHOOL: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DE TOLEDO HIGH SCHOOL (EIN 95-4805188)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-03-03
- IRS object ID
- 202130629349301238
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-03-03T18:20:15-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12657 ALCOSTA BLVD STE 500 | AddressLine1Txt |
| City | SAN RAMON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945834600 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954805188 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DE TOLEDO HIGH SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DETO | BusinessNameControlTxt |
| Phone | 8183480048 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22622 VANOWEN STREET | AddressLine1Txt |
| City | WEST HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91307 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH SHAPIRO | PersonNm |
| Person Title | CHIEF OPERATING OFFICER | PersonTitleTxt |
| Phone | 8183480048 | PhoneNum |
| Signature | 2021-03-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW PETROSKI | PreparerPersonNm |
| PTIN | P00853132 | PTIN |
| Phone | 9257902600 | PhoneNum |
| Preparation | 2021-01-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DEBORAH SHAPIRO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22622 VANOWEN STREET | AddressLine1Txt |
| City | WEST HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91307 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,657,498 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.DTHS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO RAISE UP A NEW GENERATION OF JEWISH LEADERS WHOSE LIVES ARE SHAPED BY JEWISH VALUES & TRADITIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 162 | TotalEmployeeCnt |
| Total Volunteers | 163 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,622,379 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,282,747 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $18,148,949 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $18,006,655 | CYProgramServiceRevenueAmt |
| PY Investment Income | $334,454 | PYInvestmentIncomeAmt |
| CY Investment Income | $368,096 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$150,465 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $20,955,317 | PYTotalRevenueAmt |
| CY Total Revenue | $20,657,498 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,154,581 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,043,618 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,152,233 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,958,319 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $11,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $15,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $913,646 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,725,846 | PYOtherExpensesAmt |
| CY Other Expenses | $5,858,096 | CYOtherExpensesAmt |
| PY Total Expenses | $19,043,660 | PYTotalExpensesAmt |
| CY Total Expenses | $19,875,033 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,911,657 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $782,465 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $44,190,746 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,957,223 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,324,790 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,240,128 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $34,865,956 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $35,717,095 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF DE TOLEDO HIGH SCHOOL IS TO RAISE UP A NEW GENERATION OF JEWISH LEADERS FOR WHOM JEWISH VALUES AND TRADITION SHAPE AND GUIDE THEIR VISION, AND FOR WHOM KNOWLEDGE CREATES POSSIBILITIES FOR MORAL ACTION, GOOD CHARACTER AND SHALOM. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $15,638,174 | ExpenseAmt |
| Grant | $3,043,618 | GrantAmt |
| Revenue | $18,006,655 | RevenueAmt |
| Desc | THE LARGEST PROGRAM ACCOMPLISHMENT IS PROVIDING A HIGH LEVEL, COLLEGE PREPATORY, ACADEMIC COURSE OF STUDIES FOR OVER 400 STUDENTS ENSURING THAT ALMOST EVERY STUDENT ATTENDS AN APPROPRIATE COLLEGE, UNIVERSITY, OR POST-HIGH SCHOOL SERVICE ENTERPRISE INCLUDING, BUT NOT EXCLUSIVE TO, THE U.S. MILITARY. THE ACADEMIC PROGRAM SERVICES CHILDREN OF AVERAGE TO EXCEPTIONAL ABILITIES THEREBY ALLOWING IT TO EMBRACE A WIDE RANGE OF STUDENTS IN THE JEWISH COMMUNITY AND THEREBY FULFILLING OUR MISSION OF BEING A TRUE COMMUNITY-MINDED INSTITUTION. | Desc |
| Total Program Service Expenses | $15,638,174 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 79 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 162 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEBORAH SHAPIRO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8183480048 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22622 VANOWEN STREET | AddressLine1Txt |
| City | WEST HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91307 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| PHILIP DE TOLEDO | ||||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BRUCE GERSH | ||||||||
| IMMEDIATE PAST PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LINDA LANDAU | ||||||||
| EXECUTIVE VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LANCE GORDON | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| BRYAN PALBAUM | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SHARON GERSH | ||||||||
| VP OF ADVANCEMENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KELLIE SINGER | ||||||||
| VP COMMUNITY AFFAIRS | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LAURA KIEFFER | ||||||||
| PARENT ORG CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SUSAN HIRSCH WOHL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JODI PERLMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY LEVINE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALYCE DE TOLEDO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RODNEY FREEMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF LAINER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARCIA MANKOFF | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL KAPLAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSH HOLO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK LAINER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF SKLAR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WENDY TURNER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RHEA TURTLETAUB | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL NEINSTEIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEX FARD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNETTE LICHTENSTEIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK SHPALL | ||||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $326,733 | $0 | $26,615 | |||
| DEBORAH SHAPIRO | ||||||||
| CHIEF OPERATIONS OFFICER | 40.00 | Yes (X) | $185,454 | $0 | $17,122 | |||
| ELLEN HOWARD | ||||||||
| PRINCIPAL | 40.00 | $187,623 | $0 | $9,885 | Yes (X) | |||
| SUZY BOOKBINDER | ||||||||
| CHIEF ADVANCEMENT OFFICER | 40.00 | $157,477 | $0 | $21,291 | Yes (X) | |||
| TAMMY SHPALL | ||||||||
| DEAN OF STUDENTS | 40.00 | $133,073 | $0 | $16,954 | Yes (X) | |||
| GREGORY KEER | ||||||||
| DEAN OF STUDENTS | 40.00 | $131,765 | $0 | $6,787 | Yes (X) | |||
| YOAV BEN-HORIN | ||||||||
| DIRECTOR GLOBAL JEWISH EDUCATION | 40.00 | $127,262 | $0 | $7,672 | Yes (X) | |||
| SUSAN DERUYTER | ||||||||
| DIRECTOR COLLEGE COUNSELING | 40.00 | $116,170 | $0 | $6,698 | Yes (X) | |||
| DAVID MARCUS | ||||||||
| DIRECTOR OF FACILITIES | 40.00 | $112,880 | $0 | $18,542 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,478,437 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $131,566 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 17 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PROFESSIONAL SECURITY CONSULTANTS | |||||
| 11454 SAN VICENTE BLVD | LOS ANGELES | CA | 90049 | SECURITY SERVICES | $486,531 |
| ABM JANITORIAL SERVICES INC | |||||
| PO BOX 52609 | LOS ANGELES | CA | 90074 | JANITORIAL SERVICES | $445,406 |
| BROOKS TRANSPORTATION | |||||
| PO BOX 2111 | WINNETKA | CA | 91396 | TRANSPORTATION | $204,627 |
| ETGAR INC | |||||
| PO BOX 2212 | DECATUR | GA | 30031 | STUDENTS SERVICE | $138,758 |
| KTREKS INC | |||||
| 3554 NE 85TH AVE SUITE A | SEATTLE | WA | 98115 | STUDENTS SERVICE | $122,920 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $398,729 | FundraisingAmt |
| All Other Contributions | $1,884,018 | AllOtherContributionsAmt |
| Total Contributions | $2,282,747 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611600 | $17,353,128 | $17,353,128 |
| AUXILIARY SERVICES | 611600 | $653,527 | $653,527 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $18,006,655 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $368,096 | TotalRevenueColumnAmt |
| Exclusion | $368,096 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,657,498 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,006,655 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $368,096 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,043,618 | TotalAmt |
| Program Services | $3,043,618 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $919,184 | TotalAmt |
| Program Services | $382,438 | ProgramServicesAmt |
| Management And General | $536,746 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,232,073 | TotalAmt |
| Program Services | $6,677,036 | ProgramServicesAmt |
| Management And General | $1,080,546 | ManagementAndGeneralAmt |
| Fundraising | $474,491 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363,752 | TotalAmt |
| Program Services | $288,033 | ProgramServicesAmt |
| Management And General | $57,675 | ManagementAndGeneralAmt |
| Fundraising | $18,044 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $783,766 | TotalAmt |
| Program Services | $584,707 | ProgramServicesAmt |
| Management And General | $144,645 | ManagementAndGeneralAmt |
| Fundraising | $54,414 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $659,544 | TotalAmt |
| Program Services | $483,483 | ProgramServicesAmt |
| Management And General | $151,424 | ManagementAndGeneralAmt |
| Fundraising | $24,637 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,570 | TotalAmt |
| Management And General | $4,570 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,775 | TotalAmt |
| Management And General | $43,775 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,000 | TotalAmt |
| Fundraising | $15,000 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,607 | TotalAmt |
| Management And General | $108,607 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,268 | TotalAmt |
| Program Services | $22,008 | ProgramServicesAmt |
| Management And General | $36,260 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $782,136 | TotalAmt |
| Program Services | $540,064 | ProgramServicesAmt |
| Management And General | $195,582 | ManagementAndGeneralAmt |
| Fundraising | $46,490 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,090,942 | TotalAmt |
| Program Services | $1,605,528 | ProgramServicesAmt |
| Management And General | $380,722 | ManagementAndGeneralAmt |
| Fundraising | $104,692 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,061 | TotalAmt |
| Program Services | $145,919 | ProgramServicesAmt |
| Management And General | $3,269 | ManagementAndGeneralAmt |
| Fundraising | $1,873 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,250 | TotalAmt |
| Program Services | $9,745 | ProgramServicesAmt |
| Management And General | $9,065 | ManagementAndGeneralAmt |
| Fundraising | $21,440 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $967,792 | TotalAmt |
| Program Services | $725,844 | ProgramServicesAmt |
| Management And General | $193,558 | ManagementAndGeneralAmt |
| Fundraising | $48,390 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,985 | TotalAmt |
| Program Services | $200,239 | ProgramServicesAmt |
| Management And General | $53,397 | ManagementAndGeneralAmt |
| Fundraising | $13,349 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER EXPENSES | $504,834 | $285,883 | $184,473 | $34,478 |
| DUES, PERMITS, AND SUBS | $287,877 | $203,492 | $42,727 | $41,658 |
| SMALL EQUIPMENT | $245,948 | $149,776 | $96,172 | |
| TRANSPORTATION | $200,329 | $200,329 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,722 | TotalAmt |
| Program Services | $90,032 | ProgramServicesAmt |
| Fundraising | $14,690 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,875,033 | TotalAmt |
| Program Services | $15,638,174 | ProgramServicesAmt |
| Management And General | $3,323,213 | ManagementAndGeneralAmt |
| Fundraising | $913,646 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,226,953 | BOYAmt |
| EOY | $12,149,041 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,954,436 | BOYAmt |
| EOY | $4,889,140 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,215,361 | BOYAmt |
| EOY | $1,007,413 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,505 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $335,470 | BOYAmt |
| EOY | $75,681 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $25,074,408 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,701,699 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,033,586 | BOYAmt |
| EOY | $19,372,709 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,365,063 | BOYAmt |
| EOY | $8,405,808 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,372 | BOYAmt |
| EOY | $57,431 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,190,746 | BOYAmt |
| EOY | $45,957,223 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,754,004 | BOYAmt |
| EOY | $1,544,372 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,549,761 | BOYAmt |
| EOY | $6,714,286 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,025 | BOYAmt |
| EOY | $22,130 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,959,340 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,324,790 | BOYAmt |
| EOY | $10,240,128 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,506,156 | BOYAmt |
| EOY | $25,100,544 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,359,800 | BOYAmt |
| EOY | $10,616,551 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,865,956 | BOYAmt |
| EOY | $35,717,095 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,190,746 | BOYAmt |
| EOY | $45,957,223 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $782,465 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $68,674 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,180,423 | BeginningYearBalanceAmt |
| Contributions | $581,415 | ContributionsAmt |
| Investment Earnings Or Losses | $177,371 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $271,319 | OtherExpendituresAmt |
| End Year Balance | $8,667,890 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,420,681 | BeginningYearBalanceAmt |
| Contributions | $609,954 | ContributionsAmt |
| Investment Earnings Or Losses | $354,362 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $204,574 | OtherExpendituresAmt |
| End Year Balance | $8,180,423 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,017,987 | BeginningYearBalanceAmt |
| Contributions | $295,234 | ContributionsAmt |
| Investment Earnings Or Losses | $278,297 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $170,837 | OtherExpendituresAmt |
| End Year Balance | $7,420,681 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,407,926 | BeginningYearBalanceAmt |
| Contributions | $1,280,339 | ContributionsAmt |
| Investment Earnings Or Losses | $454,377 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $124,655 | OtherExpendituresAmt |
| End Year Balance | $7,017,987 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,652,796 | BeginningYearBalanceAmt |
| Contributions | $224,673 | ContributionsAmt |
| Investment Earnings Or Losses | $52,399 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $521,942 | OtherExpendituresAmt |
| End Year Balance | $5,407,926 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.92000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.08000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,100,000 | OtherCostOrOtherBasisAmt |
| Book Value | $1,100,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,906,797 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,566,319 | DepreciationAmt |
| Book Value | $8,340,478 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,464,782 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,034,460 | DepreciationAmt |
| Book Value | $9,430,322 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,500 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,500 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,579,329 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,077,420 | DepreciationAmt |
| Book Value | $501,909 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $19,372,709 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| JCF COMMON COLLECTIVE POOL | $8,267,344 | F |
| JCF CHARITABLE PERPETUAL TRUST | $138,464 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $8,405,808 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYCHECK PROTECTION LOAN | Desc |
| Amt | $1,959,340 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,959,340 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $17,667,864 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $68,674 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$3,058,308 | OtherRevenueAmt |
| Revenue Not Reported | -$2,989,634 | RevenueNotReportedAmt |
| Revenue Subtotal | $20,657,498 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $20,657,498 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $16,816,725 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$3,058,308 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$3,058,308 | ExpensesNotReportedAmt |
| Expenses Subtotal | $19,875,033 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $19,875,033 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE SCHOOL SERVES AS THE AGENT AND HOLDS FUNDS FOR VARIOUS STUDENT ORGANIZATIONS. |
| PART V, LINE 4: | THE SCHOOL'S ENDOWMENT CONSISTS OF SEVERAL INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES ONLY DONOR-RESTRICTED ENDOWMENT FUNDS. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP), NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. IN 2009, THE SCHOOL ENTERED INTO AN AGREEMENT TO TRANSFER CERTAIN ASSETS TO THE JEWISH FEDERATION OF GREATER LOS ANGELES (THE "JF") TO ESTABLISH AN ENDOWMENT FUND. THE AGREEMENT COMMITS THE SCHOOL TO PARTICIPATE IN THE JIM JOSEPH FOUNDATION HIGH SCHOOL AFFORDABILITY INITIATIVE ("JJFHSA") THROUGH JUNE 2021. THE JJFHSA INITIATIVE IS INTENDED TO STABILIZE AND INCREMENTALLY INCREASE THE ENROLLMENT OF STUDENTS FROM MIDDLE-INCOME FAMILIES THROUGH PROVIDING TUITION ASSISTANCE AND ASSIST THE SCHOOL IN RAISING ENDOWMENT DOLLARS. THE ENDOWMENT FUND IS MANAGED BY JF AND THE SCHOOL MAY PROVIDE CONSULTATION ON THE INVESTMENT VEHICLE(S). THE SCHOOL'S FUNDS HAVE BEEN INVESTED BY THE JF IN THE JEWISH COMMUNITY FOUNDATION'S COMMON COLLECTIVE POOL. |
| PART X, LINE 2: | THE SCHOOL IS A RELIGIOUS 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, 2020 AND 2019, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID -3,043,618. FUNDRAISING EXPENSES -14,690. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FINANCIAL AID -3,043,618. FUDRAISING EXPENSES -14,690. |
| PART V, LINE 1A, COLUMN (C): | THE ORGANIZATION'S ENDOWMENT WAS RESTATED AT JUNE 30, 2013 TO INCLUDE CERTAIN RESTRICTED FUNDS THAT HAD NOT BEEN PREVIOUSLY INCLUDED IN ENDOWMENT REPORTING. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY IN THE LOCAL NEWSPAPER ALONG WITH SEVERAL OTHER LOCAL, INDEPENDENT SCHOOLS. THIS POLICY IS ALSO LISTED ON THE HOME PAGE OF THE SCHOOL'S WEBSITE. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYNDA LESTER | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 UNIVERSITY AVENUE SUITE 200 | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95825 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | GALA 2020 PRODUCTION CONSULTANT | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $398,729 | GrossReceiptsAmt |
| Retained By Contractor | $15,000 | RetainedByContractorAmt |
| Net To Organization | $383,729 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $398,729 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $15,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $383,729 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID | GrantTypeTxt |
| Recipient | 204 | RecipientCnt |
| Non Cash Assistance | $3,043,618 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | DIRECT CREDIT TO STUDENT ACCOUNT | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE SCHOOL PROVIDES TUITION ASSISTANCE BASED ON DEMONSTRATED NEED. FAMILIES MUST COMPLETE A TUITION ASSISTANCE APPLICATION EVERY ACADEMIC YEAR. EACH APPLICATION IS THEN REVIEWED IN DETAIL BY AN INDEPENDENT TUITION ASSISTANCE COMMITTEE, AND AN AWARD IS MADE ON A NONDISCRIMINATORY BASIS BASED ON THE FINANCIAL INFORMATION PROVIDED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARK SHPALL | ||||||||||||||
| HEAD OF SCHOOL | $326,733 | $0 | $0 | $0 | $0 | $0 | $14,250 | $0 | $12,365 | $0 | $353,348 | $0 | $0 | $0 |
| DEBORAH SHAPIRO | ||||||||||||||
| CHIEF OPERATIONS OFFICER | $185,454 | $0 | $0 | $0 | $0 | $0 | $9,644 | $0 | $7,478 | $0 | $202,576 | $0 | $0 | $0 |
| ELLEN HOWARD | ||||||||||||||
| PRINCIPAL | $187,623 | $0 | $0 | $0 | $0 | $0 | $9,129 | $0 | $756 | $0 | $197,508 | $0 | $0 | $0 |
| SUZY BOOKBINDER | ||||||||||||||
| CHIEF ADVANCEMENT OFFICER | $157,477 | $0 | $0 | $0 | $0 | $0 | $8,358 | $0 | $12,933 | $0 | $178,768 | $0 | $0 | $0 |
| TAMMY SHPALL | ||||||||||||||
| DEAN OF STUDENTS | $133,073 | $0 | $0 | $0 | $0 | $0 | $6,560 | $0 | $10,394 | $0 | $150,027 | $0 | $0 | $0 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JORDYN KEIFFER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | RELATED TO LAURA KEIFFER BOARD MEMBER | RelationshipDescriptionTxt |
| Transaction | $43,231 | TransactionAmt |
| Transaction | SCHOOL EMPLOYEE | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | RELATED DIRECTORS: PHIL AND ALYCE DE TOLEDO, BRUCE AND SHARON GERSH, MARK LAINER AND JEFF LAINER. |
| FORM 990, PART VI, SECTION B, LINE 11B | AFTER THE CPA FIRM PREPARES THE FORM 990, THE CHIEF OPERATING OFFICER REVIEWS THE FORM 990 IN DETAIL. THEN, THE FULL FORM 990 IS MADE AVAILABLE FOR REVIEW AND APPROVAL BY ALL BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE EXECUTIVE ASSISTANT TO THE HEAD OF SCHOOL RETAINS SIGNED CONFLICT OF INTEREST POLICY STATEMENTS FOR ALL DIRECTORS. THEY ARE REVIEWED IN DETAIL BY THE CHIEF OPERATING OFFICER. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE HEAD OF SCHOOL EVALUATION COMMITTEE CONDUCTS A REVIEW OF THE HEAD OF SCHOOL ON AN ANNUAL BASIS. THIS REVIEW IS PRESENTED TO AND DISCUSSED BY THE BOARD IN A CLOSED EXECUTIVE SESSION. AT THAT TIME, THE EVALUATION COMMITTEE RECOMMENDS COMPENSATION BASED ON THIS REVIEW AND COMPARABLE DATA. THE EMPLOYMENT CONTRACT FOR THE HEAD OF SCHOOL MUST THEN BE RATIFIED BY THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SCHOOL'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE TO THE PUBLIC. BASIC FINANCIAL DATA IS INCLUDED IN THE SCHOOL'S ANNUAL REPORT. |
| FORM 990, PART XII, LINE 2C: | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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