2019-05-02T18:22:13-05:00 2018-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2017-07-01 953374189 TARBUT V'TORAH COMMUNITY DAY SCHOOL TARB 9495099500 5 FEDERATION WAY IRVINE CA 92603 TAMMI JONES COO, CFO 9495099500 2019-04-29 1 KATY BROWN P00650274 9257902600 2019-04-29 38.111.205.16 2019-04-29 13:17:50 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 A2EF7C6B3EF9173E0A95C57244F2B1B86FE486B2 2017 2019-02-21 02:37:17Z TVT COMMUNITY DAY SCHOOL JEFFREY DAVIS 5 FEDERATION WAY IRVINE CA 92603 24285321 0 X WWW.TARBUT.COM X 1979 CA THE ORGANIZATION IS AN INDEPENDENT CO-EDUCATIONAL COLLEGE PREPATORY SCHOOL. 16 14 203 111 0 0 5651691 10203053 12120975 13616467 128624 150372 259487 244161 18160777 24214053 1872982 1926480 0 0 9945378 10320613 0 0 10560 4685602 5261262 16503962 17508355 1656815 6705698 84549822 90532492 10079167 9296141 74470655 81236351 TVT IS AN INCLUSIVE JEWISH SCHOOL OF INQUIRY AND INNOVATION WHERE ACADEMICS ARE IMPORTANT AND CHARACTER IS PARAMOUNT. 0 0 14032905 1926480 13616467 THE SCHOOL IS SITUATED ON A 21 ACRE HILLSIDE CAMPUS IN A RESIDENTIAL SECTION OF IRVINE, CALIFORNIA, PROVIDING A K-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. 14032905 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 1 1 0 0 1 0 0 0 0 0 0 0 0 1 49 0 1 203 1 0 0 0 0 0 1 1 0 0 0 0 X 16 14 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 SUE LITTMAN BOARD MEMBER 1.00 X 0 0 0 ALISON NIGHTINGALE BOARD MEMBER 1.00 X 0 0 0 ANDREW LYON BOARD MEMBER 1.00 X 0 0 0 BASIL LUCK 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 IRVING GELMAN MEMBER (THRU 03/18) 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 MIKE GILLMAN BOARD MEMBER 1.00 X 0 0 0 SEPI VARON BOARD MEMBER 1.00 X 0 0 0 JEFFREY DAVIS HEAD OF SCHOOL 40.00 X 316469 0 87033 TAMMI JONES CORPORATE TREASURER/CFO/COO 40.00 X 221329 0 29303 ANNE GREENAWALT CORPORATE SECRETARY 40.00 X 60312 0 7635 JILL QUIGLEY PRINCIPAL - MIDDLE/UPPER SCHOOLS 40.00 X 173685 0 26640 LAURA ROTH PRINCIPAL LOWER SCHOOL (THRU 8/17) 40.00 X 153477 0 23425 JONATHAN CASSIE DIRECTOR OF CURRICULUM & INNOVATION 40.00 X 140439 0 24446 DAVE KERBER ASST MIDDLE & UPPER SCHOOL PRINCIPAL 40.00 X 105343 0 9754 STUART LIGHT DIRECTOR OF JEWISH STUDIES 40.00 X 117649 0 151870 JOHNATHAN RASTELLO DIRECTOR OF COLLEGE COUNSELING 40.00 X 116536 0 13276 CELESTE SIGNORINO DIRECTOR OF ADVANCEMENT 40.00 X 120899 0 12883 1526138 0 386265 12 0 1 0 DPR CONSTRUCTION 4665 MACARTHUR COURT SUITE 100 NEWPORT BEACH CA 92660 GENERAL CONTRACTOR 13181707 LPA INC PO BOX 7399 NEWPORT BEACH CA 926587399 DESIGN ARCHITECTURE 687502 ALEXANDER MUSS HSI 78 RANDALL AVE ROCKVILLE CENTRE NY 11570 EDUCATION 166367 HOTZ STUFF 94 NAVARRE IRVINE CA 92612 CATERING 164205 LOS GATOS INC 3026 HALLADAY STREET SANTA ANA CA 92705 LANDSCAPE MAINTENANCE 109891 5 100000 314024 9789029 40650 10203053 SCHOOL TUITION 611600 12569714 12569714 STUDENT ACTIVITIES/SER 611600 1025838 1025838 OTHER PROGRAM SERVICES 611600 20915 20915 13616467 125840 125840 153661 0 153661 153661 153661 24532 0 24532 24532 24532 159578 314024 71268 88310 88310 403(B) FORFEITURES 900099 2190 2190 2190 24214053 13616467 0 394533 1926480 1926480 940188 649145 291043 7510528 7510528 436678 436678 781824 781824 651395 651395 8567 8567 47391 47391 70234 70234 6231 6231 122999 122999 260238 249678 10560 32992 32992 337971 337971 697423 654153 43270 82270 82270 9218 9218 1871755 1871755 135774 135774 STUDENT ACTIVITIES/SVC 1035420 1035420 OTHER INSTRUCTION. COST 384376 384376 OTHER EXPENSES 158403 2906 155497 17508355 14032905 3464890 10560 14794308 11522818 35030 35469 1512340 781358 20440 28742 411813 289759 93572026 19007888 64719338 74564138 3056553 3310208 84549822 90532492 5172764 3672655 4906403 5623486 10079167 9296141 X 68365810 79803719 6104845 1432632 74470655 81236351 84549822 90532492 6705698 59998 0 X X 0 1 X 1 0 X 3001095 194336 3195431 2753722 282403 35030 3001095 2700805 14266 38651 2753722 2600562 34473 65770 2700805 2323382 10929 266251 2600562 1.00000 0.00000 0.00000 0 0 11713169 11713169 60055461 13334963 46720498 12144782 1374098 10770684 3208519 2181389 1027130 6450095 2117438 4332657 74564138 X 22356101 59998 14761 74759 22281342 6231 1926480 1932711 24214053 15590405 14761 14761 15575644 6231 1926480 1932711 17508355 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 HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2018, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND FINANCIAL AID 1,926,480. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND FINANCIAL AID 1,926,480. 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 PUBLICIZED IN THE LOS ANGELES TIMES DURING THE FY18. THIS POLICY IS INCLUDED IN ALL ENROLLMENT INFORMATION AND PACKAGES AND IS ALSO ON THE ORGANIZATION'S WEBSITE. DINNER 473602 314024 159578 5011 15446 31342 1370 18099 473602 314024 159578 5011 15446 31342 1370 18099 71268 88310 1 FINANCIAL AID 174 1549492 FMV DIRECT CREDIT TO STUDENT ACCOUNT TUITION REMISSION 93 323398 FMV DIRECT CREDIT TO STUDENT ACCOUNT MERIT SCHOLARSHIP 2 53590 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 SET AMOUNT, AS DETERMINED BY THE BOARD OF TRUSTEES, IS DISCOUNTED FROM THE TUITION AND CERTAIN RELATED FEES FOR SCHOOL EMPLOYEES, JEWISH CLERGY AND TO FAMILIES WITH 3 OR MORE CHILDREN ENROLLED. X X 1 1 X X X X 1 0 0 0 0 0 0 0 0 JEFFREY DAVIS HEAD OF SCHOOL 316469 0 0 0 0 0 68957 0 18076 0 403502 0 0 0 TAMMI JONES CORPORATE TREASURER/CFO/COO 221329 0 0 0 0 0 11301 0 18002 0 250632 0 0 0 JILL QUIGLEY PRINCIPAL - MIDDLE/UPPER SCHOOLS 173685 0 0 0 0 0 8594 0 18046 0 200325 0 0 0 LAURA ROTH PRINCIPAL LOWER SCHOOL (THRU 8/17) 107996 0 0 0 45481 0 8865 0 14560 0 176902 0 0 0 JONATHAN CASSIE DIRECTOR OF CURRICULUM & INNOVATION 140439 0 0 0 0 0 6758 0 17688 0 164885 0 0 0 STUART LIGHT DIRECTOR OF JEWISH STUDIES 117649 0 0 0 0 0 5814 0 146056 0 269519 0 0 0 PART I, LINE 1A STUART LIGHT, DIRECTOR OF JEWISH STUDIES, RECEIVES A NONTAXABLE HOUSING ALLOWANCE: PARSONAGE OF $48,333. PART I, LINE 1B THE HEAD OF SCHOOL IS REIMBURSED FOR HEALTH CLUB DUES 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 4A LAURA ROTH, THE PRINCIPAL LOWER SCHOOL, RECEIVED A SEVERANCE PAYMENT OF $45,481 DURING 2017 CALENDAR YEAR. 9675 FINANCIAL AID TO PROMOTE EDUCATIN HEIDI THEISEN DAUGHTER OF BOARD MEMBER 98726 WAGES & BENEFITS AS AN EMPLOYEE 0 X AUCTION ITEMS 72 40650 FMV 0 0 1 0 PART I, COLUMN (B): THIS NUMBER REFLECTS THE NUMBER OF ITEMS CONTRIBUTED, NOT THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE UPDATED TO WAIVE THE THREE SUCCESSIVE TERM LIMITATION ON FRED TAYLOR AND ALSO GRANT HIM A LIFETIME BOARD MEMBER STATUS. 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.