2020-06-29T13:35:27-05:00 2019-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2018-07-01 953374189 TARBUT V'TORAH COMMUNITY DAY SCHOOL TARB 9495099500 5 FEDERATION WAY IRVINE CA 92603 TAMMI JONES COO, CFO 9495099500 2020-06-22 1 MATTHEW PETROSKI P00853132 9257902600 2020-06-22 208.127.87.36 2020-06-22 19:56:53 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 A2EF7C6B3EF9173E0A95C57244F2B1B86FE486B2 2018 2020-09-23 17:36:50Z TVT COMMUNITY DAY SCHOOL JEFFREY DAVIS 5 FEDERATION WAY IRVINE CA 92603 25896944 0 X WWW.TARBUT.COM X 1979 CA THE ORGANIZATION IS AN INDEPENDENT CO-EDUCATIONAL COLLEGE PREPATORY SCHOOL. 15 15 203 119 0 0 10203053 9132386 13616467 15838795 150372 193223 244161 113797 24214053 25278201 1926480 2249047 0 0 10320613 11867745 0 0 376190 5261262 6842006 17508355 20958798 6705698 4319403 90532492 95511472 9296141 9767797 81236351 85743675 TVT IS AN INCLUSIVE JEWISH SCHOOL OF INQUIRY AND INNOVATION WHERE ACADEMICS ARE IMPORTANT AND CHARACTER IS PARAMOUNT. 0 0 17249602 2249047 15838795 THE SCHOOL IS SITUATED ON A 21 ACRE HILLSIDE CAMPUS IN A RESIDENTIAL SECTION OF IRVINE, CALIFORNIA, PROVIDING A TK-12 EDUCATION TO ITS STUDENT BODY. THE SCHOOL SEEKS TO ATTRACT STUDENTS THAT REFLECT THE DIVERSITY OF THE COMMMUNITY, PROVIDING THEM WITH A COLLEGE PREPATORY EDUCATION ROOTED IN THE JEWISH VALUES OF CARING FOR THE COMMUNITY, JUSTICE, KINDNESS, RESPECT, TRUTH AND REPAIRING THE WORLD. 17249602 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 47 0 1 203 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 CA X TAMMI JONES 9495099500 5 FEDERATION WAY IRVINE CA 92603 STEVE KAUFMAN BOARD CHAIR 1.00 X X 0 0 0 ALISON NIGHTINGALE BOARD MEMBER 1.00 X 0 0 0 ANDREW LYON BOARD MEMBER 1.00 X 0 0 0 RICHARD ARUM BOARD MEMBER 1.00 X 0 0 0 DAVE WEINBERG BOARD MEMBER 1.00 X 0 0 0 DAVID SAMSON BOARD MEMBER 1.00 X 0 0 0 DEBORAH SIMINOU BOARD MEMBER 1.00 X 0 0 0 FRED TAYLOR BOARD MEMBER 1.00 X 0 0 0 GARY BRAHM BOARD MEMBER 1.00 X 0 0 0 KENNY BEARD BOARD MEMBER 1.00 X 0 0 0 MARK HALES BOARD MEMBER 1.00 X 0 0 0 MAYER CHEREM BOARD MEMBER 1.00 X 0 0 0 SEPI VARON BOARD MEMBER 1.00 X 0 0 0 LORI CHOZEN BOARD MEMBER (START 05/19) 1.00 X 0 0 0 ELIE SPITZ BOARD MEMBER (START 08/18) 1.00 X 0 0 0 ANNE GREENAWALT SECRETARY/EXEC. ASSISTANT OF HOS 40.00 X 61341 0 7966 TAMMI JONES TREASURER/CFO/COO 40.00 X 230116 0 32044 JEFFREY DAVIS HEAD OF SCHOOL 40.00 X 327193 0 93376 JILL QUIGLEY PRINCIPAL - MIDDLE/UPPER S 40.00 X 176785 0 29142 JONATHAN CASSIE DIRECTOR OF CURRICULUM & INNOVATION 40.00 X 144466 0 27508 STUART LIGHT DIRECTOR OF JEWISH STUDIES 40.00 X 136715 0 101235 LENNY JACOB MORALES DIRECTOR OF TECHNOLOGY 40.00 X 127654 0 24224 BRYONNA FISCO DIRECTOR OF ADMISSION 40.00 X 126926 0 9240 DIALLO WALLACE UPPER SCHOOL STEM TEACHER 40.00 X 126215 0 11870 1457411 0 336605 13 0 1 0 DPR CONSTRUCTION 4665 MACARTHUR COURT SUITE 100 NEWPORT BEACH CA 92660 GENERAL CONTRACTOR 3231776 LPA INC PO BOX 7399 NEWPORT BEACH CA 926587399 DESIGN ARCHITECTURE 284996 CENTER FOR LEARNING AND BEHAVORIAL SOLUT 16220 SCIENTIFIC WAY IRVINE CA 92618 LEARNING CENTER MANAGEMENT 270967 ALEXANDER MUSS HSI 78 RANDALL AVE ROCKVILLE CENTRE NY 11570 EDUCATION 162740 HOTZ STUFF 94 NAVARRE IRVINE CA 92612 CATERING 149002 10 50002 119428 8962956 37142 9132386 SCHOOL TUITION 611600 14638093 14638093 STUDENT ACTIVITIES/SER 611600 1146507 1146507 OTHER PROGRAM SERVICES 611600 54195 54195 15838795 180284 180284 166141 0 166141 166141 166141 535761 522822 12939 12939 12939 19150 119428 95921 -76771 -76771 403(B) FORFEITURES 900099 24427 24427 24427 25278201 15838795 0 307020 2249047 2249047 1135284 392254 588308 154722 8420661 7685358 561900 173403 530978 305056 225922 1076892 833030 243862 703930 547836 148054 8040 72658 72658 64314 64314 5602 5602 105370 7100 97155 1115 272010 3763 252168 16079 161454 55593 91064 14797 188592 579 188013 864508 803992 60516 47319 20649 24434 2236 50098 31232 17526 1340 3562 3562 2857039 2685617 171422 133243 454 132789 STUDENT ACTIVITIES/SVC 1371753 1284089 85762 1902 OTHER INSTRUCTION. COST 314659 302489 12032 138 OTHER EXPENSES 275770 41464 231888 2418 RESERVE FOR UNCOLLECTIB 54055 54055 20958798 17249602 3333006 376190 11522818 9630690 35469 2578073 781358 1577538 28742 87741 289759 230969 98002445 21707236 74564138 76295209 3310208 5111252 90532492 95511472 3672655 2976272 5623486 6791525 9296141 9767797 X 79803719 83326647 1432632 2417028 81236351 85743675 90532492 95511472 4319403 187921 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3195431 1460609 285070 4941110 3001095 194336 3195431 2753722 282403 35030 3001095 2700805 14266 38651 2753722 2600562 34473 65770 2700805 1.00000 0.00000 0.00000 1 0 11713169 11713169 76538761 16797924 59740837 3431765 2491172 940593 6318750 2418140 3900610 76295209 X 23329765 187921 22371 95921 306213 23023552 5602 2249047 2254649 25278201 18822441 22371 95921 118292 18704149 5602 2249047 2254649 20958798 PART V, LINE 4: ENDOWMENT FUNDS ARE INTENDED FOR PROGRAMS, FACILITIES AND FINANCIAL SUSTAINABILITY. 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'S MANAGEMENT HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2019, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 95,921. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND FINANCIAL AID 2,249,047. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 95,921. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND FINANCIAL AID 2,249,047. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL'S NONDISCRIMINATORY POLICY IS PUBLISHED IN ONE OF THE MAJOR LOCAL NEWSPAPERS, AND CONSISTENTLY THROUGH THE WEBSITE. DINNER 138578 119428 19150 7302 24876 45337 2468 15938 138578 119428 19150 7302 24876 45337 2468 15938 95921 -76771 1 FINANCIAL AID 193 2042740 FMV DIRECT CREDIT TO STUDENT ACCOUNT TUITION REMISSION 60 64492 FMV DIRECT CREDIT TO STUDENT ACCOUNT MERIT SCHOLARSHIP 5 141815 FMV DIRECT CREDIT TO STUDENT ACCOUNT PART I, LINE 2: FOR SCHOLARSHIP AND FINANCIAL AID (INCLUDING THE MERIT SCHOLARSHIP), THE GOALS OF THE GRANT PROGRAM IS TO PROVIDE FINANCIAL ASSISTANCE TO FAMILIES THAT CANNOT AFFORD THE FULL COST OF TUITION, THUS ADDING TO THE SOCIO-ECONOMIC DIVERSITY OF THE SCHOOL, AND TO INCREASE ENROLLMENT BY USING TUITION ASSISTANCE AS A STRATEGIC TOOL. THE ORGANIZATION USES THE ASSISTANCE OF ISM'S FINANCIAL AID AND SCHOOL TUITION (FAST) TO PROVIDE A BASELINE RECOMMENDATION FOR NEEDS-BASED AWARDS. FAMILIES MUST COMPLETE AN ONLINE APPLICATION AND PROVIDE REQUIRED ANNUAL TAX DOCUMENTS FOR VERIFICATION OF SELF REPORTED INFORMATION. A STUDENT MUST BE A US CITIZEN AND RESIDE IN THE REGION OF THE SCHOOL TO QUALIFY FOR ASSISTANCE. THE TOTAL SUM OF ALL ASSISTANCE IS NOT TO EXCEED 18% OF GROSS TUITION. FOR TUITION REMISSION, A PERCENTAGE OF TUITION AND FEES, AS DETERMINED BY THE BOARD OF TRUSTEES, IS REMOVED FOR JEWISH CLERGY AND FOR FAMILIES WITH 3 OR MORE CHILDREN ENROLLED SINCE PRIOR TO THE TERMINATION OF THE SIBLING DISCOUNT ON 7/1/14. X X 1 1 X X X X 0 1 0 0 0 0 0 0 0 TAMMI JONES TREASURER/CFO/COO 230116 0 0 0 0 0 11854 0 20190 0 262160 0 0 0 JEFFREY DAVIS HEAD OF SCHOOL 327193 0 0 0 0 0 73070 0 20306 0 420569 0 0 0 JILL QUIGLEY PRINCIPAL - MIDDLE/UPPER S 176785 0 0 0 0 0 8836 0 20306 0 205927 0 0 0 JONATHAN CASSIE DIRECTOR OF CURRICULUM & INNOVATION 144466 0 0 0 0 0 7202 0 20306 0 171974 0 0 0 STUART LIGHT DIRECTOR OF JEWISH STUDIES 136715 0 0 0 0 0 7269 0 93966 0 237950 0 0 0 LENNY JACOB MORALES DIRECTOR OF TECHNOLOGY 127654 0 0 0 0 0 3918 0 20306 0 151878 0 0 0 PART I, LINE 1A STUART LIGHT, DIRECTOR OF JEWISH STUDIES, RECEIVED A NONTAXABLE HOUSING ALLOWANCE OF $18,170 FOR PARSONAGE DURING 2018 CALENDAR YEAR. THE AMOUNT WAS REPORTED ON SCH J, PART II, LINE 5, COLUMN (D) NONTAXABLE BENEFITS. PART I, LINE 1B THE HEAD OF SCHOOL IS REIMBURSED FOR HEALTH CLUB DUES, IN THE AMOUNT OF $1,139 DURING 2018 CALENDAR YEAR AS A PROVISION OF HIS CONTRACT WITH THE SCHOOL. THE SCHOOL ADHERES TO A WRITTEN POLICY REGARDING REIMBURSEMENT FOR THESE EXPENDITURES, AND SUBSTANTIATION IS REQUIRED. PART I, LINE 3 COMPENSATION SURVEYS AND FORM 990 OF SIMILAR ORGANIZATIONS ARE USED TO DETERMINE COMPENSATION FOR THE HEAD OF SCHOOL. THIS COMPENSATION IS SUBJECT TO REVIEW AND APPROVAL BY BOARD MEMBERS. PART I, LINE 4B JEFFREY DAVIS, THE HEAD OF SCHOOL, PARTICIPATED IN A 457F DEFERRED COMPENSATION PLAN. ALL AMOUNTS CONTRIBUTED TO THE 457F ACCOUNT ARE NOT EARNED UNTIL THE LAST DAY OF EACH FISCAL YEAR. THE TOTAL ACCRUED AND EARNED AMOUNT FOR 2018 CALENDAR YEAR WAS $59,320, REPORTED ON SCH J, PART II, COLUMN C. X 8391 FMV X 6 5489 FMV X 15 1201 FMV X 1 1600 FMV X SPECIAL EVENTS: GIFTS & EVENT TICKETS 36 12392 FMV X MUSICAL INSTRUMENTS 2 6400 FMV X EQUIPMENT 1 1669 FMV 0 0 1 1 PART I, COLUMN (B): THIS NUMBER REFLECTS THE NUMBER OF CONTRIBUTORS , NOT THE NUMBER OF ITEMS CONTRIBUTED. PART I, LINE 32B: THE ORGANIZATION USED A BROKERAGE FIRM TO SELL CONTRIBUTIONS OF STOCK WHEN RECEIVED. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED IN MARCH 2019 TO INCLUDE A VICE-CHAIRPERSON, METHOD OF APPOINTMENT AND DUTIES. FORM 990, PART VI, SECTION B, LINE 11B COPIES OF FORM 990 ARE PROVIDED TO THE HEAD OF SCHOOL, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, AND MEMBERS OF THE FINANCE COMMITTEE FOR THEIR REVIEW AND COMMENTS BEFORE THE FINAL VERSION IS COMPLETED. A COMPLETE COPY OF THE FINAL VERSION OF THE FORM 990 IS PROVIDED TO THE BOARD BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED BY THE BOARD AND MANAGEMENT DURING THE YEAR, AND EACH BOARD AND MANAGEMENT MEMBER ACKNOWLEDGES THE REQUIREMENTS THEREOF. ALL DIRECTORS, TRUSTEES, PRINCIPAL OFFICERS AND MEMBERS OF ANY COMMITTEE WITH BOARD DELEGATED POWERS ARE COVERED UNDER THE CONFLICT OF INTEREST POLICY. IF A CONFLICT ARISES, THE PERSON WITH THE CONFLICT IS BARRED FROM THE DECISION PROCESS ON ANY MATTER IN WHICH THEY HAVE A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE HEAD OF SCHOOL'S COMPENSATION IS SUBJECT TO THE REVIEW AND APPROVAL OF THE INDEPENDENT BOARD MEMBERS USING DATA FOR SIMILARLY QUALIFIED PERSONS IN COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THIS INFORMATION IS MADE AVAILABLE UPON REQUEST TO THE ORGANIZATION. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.