MILKEN COMMUNITY SCHOOL: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MILKEN COMMUNITY SCHOOL (EIN 95-4381008)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-02-27
- IRS object ID
- 201820589349300547
- Schema version
- 2016v3.0
- 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 | 2018-02-27T15:08:20-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | 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 | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954381008 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Milken Community Schools | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILK | BusinessNameControlTxt |
| Phone | 3104403500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15800 Zeldins Way | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John Amussen | PersonNm |
| Person Title | COFO | PersonTitleTxt |
| Phone | 3104403500 | PhoneNum |
| Signature | 2018-02-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Katy Brown | PreparerPersonNm |
| PTIN | P00650274 | PTIN |
| Phone | 9257902600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.201.92.30 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-02-26 | IPDt |
| IP Tm | 16:11:11 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2880C97D9358ADF12663D6D930B8331D5068D317 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Milken Community High School | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | John Amussen | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15800 Zeldins Way | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $35,285,357 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.milkenschool.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | To operate schools teaching religious courses of the Jewish faith and other subjects taught in independent college preparatory schools. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 293 | TotalEmployeeCnt |
| Total Volunteers | 120 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,824,744 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,989,739 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $30,376,442 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $32,466,322 | CYProgramServiceRevenueAmt |
| PY Investment Income | $86,476 | PYInvestmentIncomeAmt |
| CY Investment Income | $373,524 | CYInvestmentIncomeAmt |
| PY Other Revenue | $347,255 | PYOtherRevenueAmt |
| CY Other Revenue | $384,702 | CYOtherRevenueAmt |
| PY Total Revenue | $35,634,917 | PYTotalRevenueAmt |
| CY Total Revenue | $35,214,287 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,595,617 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,005,326 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $20,864,420 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $20,587,745 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $597,672 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,959,327 | PYOtherExpensesAmt |
| CY Other Expenses | $12,621,015 | CYOtherExpensesAmt |
| PY Total Expenses | $36,419,364 | PYTotalExpensesAmt |
| CY Total Expenses | $39,214,086 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$784,447 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,999,799 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $88,663,828 | TotalAssetsBOYAmt |
| Total Assets EOY | $87,971,374 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $39,522,016 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $42,465,123 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $49,141,812 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $45,506,251 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To operate schools teaching religious courses of the Jewish faith and other subjects taught in public schools. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $30,998,286 | ExpenseAmt |
| Grant | $6,005,326 | GrantAmt |
| Revenue | $32,799,611 | RevenueAmt |
| Desc | AS A GRADE 7-12 INDEPENDENT COLLEGE-PREPARATORY INSTITUTION SERVICING 752 STUDENTS, MILKEN COMMUNITY SCHOOLS 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. | Desc |
| Total Program Service Expenses | $30,998,286 | 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 | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 47 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 293 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | 0 | 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 | 0 | 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 | John Amussen | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3104403500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15800 Zeldins Way | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 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 |
|---|---|---|---|---|---|---|---|---|
| Richard Sandler | ||||||||
| Chair | 15.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Susan Jacoby Stern | ||||||||
| Vice Chair | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Julie Weil | ||||||||
| Secretary | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Lise Applebaum | ||||||||
| Treasurer | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Anton Schiff | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Ardy Raminfar | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Dana Guerin | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Dr Farid Pakravan | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Janine Lowy | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Dr John Yadegar | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Karl Thurmond | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Ken Gross | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Ken Ruby | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Leon Janks | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Lowell Milken | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Nancy Schulman | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Nurit Robin | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Rabbi David Wolpe | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Rabbi David Woznica | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Rabbi Ed Feinstein | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Sherri Fogelman | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Todd Katz | ||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Metuka Benjamin | ||||||||
| President | 40.00 | Yes (X) | $399,750 | $0 | $30,009 | |||
| Gary Weisserman | ||||||||
| Head of School | 40.00 | Yes (X) | $330,000 | $0 | $186,485 | |||
| John Amussen | ||||||||
| Chief Operating & Financial Officer | 40.00 | Yes (X) | $190,700 | $0 | $66,503 | |||
| Ferdinand Procter | ||||||||
| Assi. Head of School | 40.00 | Yes (X) | $195,773 | $0 | $34,845 | |||
| Limor Dankner | ||||||||
| Middle School Principal | 40.00 | $187,326 | $0 | $83,257 | Yes (X) | |||
| Kimberly Schwartz | ||||||||
| Upper School Principal | 40.00 | $181,726 | $0 | $96,931 | Yes (X) | |||
| Tanner James Ragland | ||||||||
| IT Director | 40.00 | $157,618 | $0 | $43,129 | Yes (X) | |||
| Roger Kassebaum | ||||||||
| Manager of Guerin | 40.00 | $175,296 | $0 | $9,361 | Yes (X) | |||
| Gordon Bernat-Kunin | ||||||||
| Rabbinic Director | 40.00 | $148,225 | $0 | $101,520 | Yes (X) | |||
| Vivienne Friedman | ||||||||
| Exec. Assist. To President | 40.00 | $146,498 | $0 | $23,062 | Yes (X) | |||
| Helen McKibbin | ||||||||
| Director of Human Resources | 40.00 | $126,247 | $0 | $31,396 | Yes (X) | |||
| Sheryl Schreiber | ||||||||
| Exec. Director, Admin | 40.00 | $124,218 | $0 | $118,368 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,363,377 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $824,866 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 29 | 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 |
|---|---|---|---|---|---|
| Del Amo Construction Inc | |||||
| 23840 Madison Street | Torrance | CA | 90505 | Construction | $3,960,265 |
| Professional Security Consultants | |||||
| 11454 San Vicente Blvd | Los Angeles | CA | 90049 | Security | $816,821 |
| FIRST STUDENT INC | |||||
| 22157 NETWORK PLACE | CHICAGO | IL | 60673 | STUDENT BUSES | $556,270 |
| Alexander Muss Institute for Israel Educ | |||||
| 78 Randall Ave | Rockville Center | NY | 11570 | Tiferet Program - Isreal Education | $527,986 |
| LEHRER ARCHITECTS LA INC | |||||
| 2140 HYPERION AVENUE | LOS Angeles | CA | 90027 | ARCHITECTS | $336,767 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 17 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,989,739 | AllOtherContributionsAmt |
| Total Contributions | $1,989,739 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition and Fees | 611600 | $30,695,383 | $30,695,383 |
| Auxiliary Program Reve | 611710 | $1,462,013 | $1,462,013 |
| Other Program Revenue | 611710 | $308,926 | $308,926 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $32,466,322 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $391,821 | TotalRevenueColumnAmt |
| Exclusion | $391,821 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $18,297 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$18,297 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$18,297 | TotalRevenueColumnAmt |
| Exclusion | -$18,297 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $59,645 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $46,313 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,332 | TotalRevenueColumnAmt |
| Exclusion | $13,332 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $44,541 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $6,460 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,081 | TotalRevenueColumnAmt |
| Exclusion | $38,081 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $333,289 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $333,289 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $333,289 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,214,287 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,799,611 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $424,937 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,100 | TotalAmt |
| Program Services | $7,100 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,998,226 | TotalAmt |
| Program Services | $5,998,226 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,442,539 | TotalAmt |
| Program Services | $602,147 | ProgramServicesAmt |
| Management And General | $521,465 | ManagementAndGeneralAmt |
| Fundraising | $318,927 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,567,429 | TotalAmt |
| Program Services | $11,713,160 | ProgramServicesAmt |
| Management And General | $3,838,166 | ManagementAndGeneralAmt |
| Fundraising | $16,103 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $631,077 | TotalAmt |
| Program Services | $473,308 | ProgramServicesAmt |
| Management And General | $138,837 | ManagementAndGeneralAmt |
| Fundraising | $18,932 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,516,488 | TotalAmt |
| Program Services | $1,133,969 | ProgramServicesAmt |
| Management And General | $341,785 | ManagementAndGeneralAmt |
| Fundraising | $40,734 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,430,212 | TotalAmt |
| Program Services | $1,127,977 | ProgramServicesAmt |
| Management And General | $269,902 | ManagementAndGeneralAmt |
| Fundraising | $32,333 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,542 | TotalAmt |
| Management And General | $107,542 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,500 | TotalAmt |
| Management And General | $40,500 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,618 | TotalAmt |
| Program Services | $13,651 | ProgramServicesAmt |
| Management And General | $57,391 | ManagementAndGeneralAmt |
| Fundraising | $7,576 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $852,861 | TotalAmt |
| Program Services | $277,539 | ProgramServicesAmt |
| Management And General | $575,322 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $381,645 | TotalAmt |
| Program Services | $324,313 | ProgramServicesAmt |
| Management And General | $37,147 | ManagementAndGeneralAmt |
| Fundraising | $20,185 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,391,495 | TotalAmt |
| Program Services | $2,903,721 | ProgramServicesAmt |
| Management And General | $456,596 | ManagementAndGeneralAmt |
| Fundraising | $31,178 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,349 | TotalAmt |
| Program Services | $175,804 | ProgramServicesAmt |
| Management And General | $23,856 | ManagementAndGeneralAmt |
| Fundraising | $5,689 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $395,642 | TotalAmt |
| Program Services | $44,939 | ProgramServicesAmt |
| Management And General | $350,703 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,607,607 | TotalAmt |
| Program Services | $2,294,694 | ProgramServicesAmt |
| Management And General | $260,761 | ManagementAndGeneralAmt |
| Fundraising | $52,152 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,158 | TotalAmt |
| Program Services | $136,539 | ProgramServicesAmt |
| Management And General | $15,516 | ManagementAndGeneralAmt |
| Fundraising | $3,103 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Student Special Program | $2,071,531 | $1,761,958 | $276,097 | $33,476 |
| Student Activities | $1,537,835 | $1,383,273 | $144,812 | $9,750 |
| Repair and Maintenance | $376,723 | $331,517 | $37,672 | $7,534 |
| Teaching and Classroom | $329,885 | $294,451 | $35,434 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,624 | TotalAmt |
| Management And General | $88,624 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,214,086 | TotalAmt |
| Program Services | $30,998,286 | ProgramServicesAmt |
| Management And General | $7,618,128 | ManagementAndGeneralAmt |
| Fundraising | $597,672 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $386,937 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,100,860 | BOYAmt |
| EOY | $12,847,373 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,496,992 | BOYAmt |
| EOY | $14,474,816 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,237 | BOYAmt |
| EOY | $112,292 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $79,127,343 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,579,245 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,485,837 | BOYAmt |
| EOY | $53,548,098 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,299,930 | BOYAmt |
| EOY | $1,474,065 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,706,242 | BOYAmt |
| EOY | $5,514,730 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,793 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,663,828 | BOYAmt |
| EOY | $87,971,374 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,623,557 | BOYAmt |
| EOY | $1,882,432 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,366,736 | BOYAmt |
| EOY | $25,298,567 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,800,000 | BOYAmt |
| EOY | $12,089,634 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,600,000 | BOYAmt |
| EOY | $3,095,503 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,723 | BOYAmt |
| EOY | $98,987 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,522,016 | BOYAmt |
| EOY | $42,465,123 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,091,757 | BOYAmt |
| EOY | $29,372,030 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,838,924 | BOYAmt |
| EOY | $14,870,117 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,211,131 | BOYAmt |
| EOY | $1,264,104 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,141,812 | BOYAmt |
| EOY | $45,506,251 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,663,828 | BOYAmt |
| EOY | $87,971,374 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,999,799 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $364,238 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,348,105 | BeginningYearBalanceAmt |
| Contributions | $371,106 | ContributionsAmt |
| Investment Earnings Or Losses | $577,948 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $6,297,159 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,651,379 | BeginningYearBalanceAmt |
| Contributions | $840,811 | ContributionsAmt |
| Investment Earnings Or Losses | -$144,085 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $5,348,105 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,697,748 | BeginningYearBalanceAmt |
| Contributions | $941,593 | ContributionsAmt |
| Investment Earnings Or Losses | $32,139 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $20,101 | OtherExpendituresAmt |
| End Year Balance | $4,651,379 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,051,980 | BeginningYearBalanceAmt |
| Contributions | $2,355,027 | ContributionsAmt |
| Investment Earnings Or Losses | $323,596 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $32,855 | OtherExpendituresAmt |
| End Year Balance | $3,697,748 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $1,032,126 | ContributionsAmt |
| Investment Earnings Or Losses | $169,854 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $150,000 | OtherExpendituresAmt |
| End Year Balance | $1,051,980 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.78180 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.20070 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01750 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,805,660 | OtherCostOrOtherBasisAmt |
| Book Value | $2,805,660 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $72,222,250 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,220,640 | DepreciationAmt |
| Book Value | $49,001,610 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $61,893 | OtherCostOrOtherBasisAmt |
| Depreciation | $41,262 | DepreciationAmt |
| Book Value | $20,631 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $221,785 | OtherCostOrOtherBasisAmt |
| Depreciation | $185,273 | DepreciationAmt |
| Book Value | $36,512 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,815,755 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,132,070 | DepreciationAmt |
| Book Value | $1,683,685 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $53,548,098 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Common Investment Pool | Desc |
| Book Value | $5,514,730 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,514,730 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Capital Lease Obligations | Desc |
| Amt | $98,987 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $98,987 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $29,633,072 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $364,238 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $52,773 | OtherRevenueAmt |
| Revenue Not Reported | $417,011 | RevenueNotReportedAmt |
| Revenue Subtotal | $29,216,061 | RevenueSubtotalAmt |
| Other Revenues Not Included | $5,998,226 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $5,998,226 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $35,214,287 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $33,268,633 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $52,773 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $52,773 | ExpensesNotReportedAmt |
| Expenses Subtotal | $33,215,860 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $5,998,226 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $5,998,226 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $39,214,086 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2017, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. |
| Part XI, Line 2d - Other Adjustments: | fundraising event expense 46,313. gaming event expenses 6,460. |
| Part XI, Line 4b - Other Adjustments: | Scholarships and financial aid 5,998,226. |
| Part XII, Line 2d - Other Adjustments: | Fundraising Event Expenses 46,313. Gaming Events Expenses 6,460. |
| Part XII, Line 4b - Other Adjustments: | Scholarships and Financial Aid 5,998,226. |
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 Organization annually publishes its racially nondiscriminatory policy in general circulation newspapers. The policy is stated on the Organization's website and in promotional material. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Spring Tea | Event1Nm |
| Gross Receipts Event1 | $52,198 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $52,198 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $4,400 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $27,823 | OtherDirectExpensesEvent1Amt |
| Event2 | Compassion | Event2Nm |
| Gross Receipts Event2 | $7,447 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $7,447 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $232 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $1,869 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $11,989 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $59,645 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $59,645 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $4,632 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,869 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $39,812 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $46,313 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $13,332 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $44,541 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $2,000 | CashPrizesOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $4,460 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (1) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 1.00000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $44,541 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $2,000 | CashPrizesTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $4,460 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $6,460 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $38,081 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | CA | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (1) | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Own Facility | 1.00000 | GamingOwnFacilityPct |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John Amussen | BusinessNameLine1Txt |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15800 Zeldins Way | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | John Amussen | GamingManagerPersonNm |
| Gaming Manager Compensation | $0 | GamingManagerCompensationAmt |
| Gaming Manager Services Prov | Gaming activities are held sporadically. Therefore, none of the gaming manager's compensation is allocable to gaming. The gaming manager is the organization's CFO records and maintains gaming records. | GamingManagerServicesProvTxt |
| Gaming Manager Is Director Ofcr | Yes (X) | GamingManagerIsDirectorOfcrInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | American Friends of Orr Shalom Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3708 Enterprise Drive | AddressLine1Txt |
| City | Janesville | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53546 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 133502817 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $7,100 | CashGrantAmt |
| Purpose Of Grant | General Program Support | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships and Financial Aid | GrantTypeTxt |
| Recipient | 292 | RecipientCnt |
| Cash Grant | $5,998,226 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Metuka Benjamin | ||||||||||||||
| President | $393,750 | $0 | $0 | $0 | $6,000 | $0 | $18,000 | $0 | $12,009 | $0 | $429,759 | $0 | $0 | $0 |
| Gary Weisserman | ||||||||||||||
| Head of School | $330,000 | $0 | $0 | $0 | $0 | $0 | $16,729 | $0 | $169,756 | $0 | $516,485 | $0 | $0 | $0 |
| John Amussen | ||||||||||||||
| Chief Operating & Financial Officer | $190,700 | $0 | $0 | $0 | $0 | $0 | $8,347 | $0 | $58,156 | $0 | $257,203 | $0 | $0 | $0 |
| Ferdinand Procter | ||||||||||||||
| Assi. Head of School | $195,738 | $0 | $35 | $0 | $0 | $0 | $9,891 | $0 | $24,954 | $0 | $230,618 | $0 | $0 | $0 |
| Limor Dankner | ||||||||||||||
| Middle School Principal | $187,291 | $0 | $35 | $0 | $0 | $0 | $9,465 | $0 | $73,792 | $0 | $270,583 | $0 | $0 | $0 |
| Kimberly Schwartz | ||||||||||||||
| Upper School Principal | $181,691 | $0 | $35 | $0 | $0 | $0 | $9,465 | $0 | $87,466 | $0 | $278,657 | $0 | $0 | $0 |
| Tanner James Ragland | ||||||||||||||
| IT Director | $157,583 | $0 | $35 | $0 | $0 | $0 | $7,803 | $0 | $35,326 | $0 | $200,747 | $0 | $0 | $0 |
| Roger Kassebaum | ||||||||||||||
| Manager of Guerin | $175,261 | $0 | $35 | $0 | $0 | $0 | $9,097 | $0 | $264 | $0 | $184,657 | $0 | $0 | $0 |
| Gordon Bernat-Kunin | ||||||||||||||
| Rabbinic Director | $144,590 | $0 | $35 | $0 | $3,600 | $0 | $9,047 | $0 | $92,473 | $0 | $249,745 | $0 | $0 | $0 |
| Vivienne Friedman | ||||||||||||||
| Exec. Assist. To President | $142,863 | $0 | $35 | $0 | $3,600 | $0 | $11,117 | $0 | $11,945 | $0 | $169,560 | $0 | $0 | $0 |
| Helen McKibbin | ||||||||||||||
| Director of Human Resources | $126,212 | $0 | $35 | $0 | $0 | $0 | $6,502 | $0 | $24,894 | $0 | $157,643 | $0 | $0 | $0 |
| Sheryl Schreiber | ||||||||||||||
| Exec. Director, Admin | $124,183 | $0 | $35 | $0 | $0 | $0 | $6,396 | $0 | $111,972 | $0 | $242,586 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | Parsonage is provided to Rabbis on staff. Rabbi Gordon Bernat-Kunin received parsonage in the amount of $39,000 in 2016. |
| Part I, Line 4b | Metuka Benjamin, Gordon Bernat-Kunin and Vivienne Friedman participated in a 457(b) deferred compensation plan. Contributions for the calendar year 2016 totaled $18,000, $9,047, and $5,650 and are included in deferred compensation in Part II. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stacey Jasper | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Family Member of Board Member | RelationshipDescriptionTxt |
| Transaction | $58,690 | TransactionAmt |
| Transaction | Stacey Jasper, daughter of Board Trustee Leon Janks, is employed as a teacher. Her compensation for the year ended June 30, 2017 was $ 58,690. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | THE PREPARATION AND REVIEW PROCESS FOR THE FORM 990 FOR THE YEAR ENDED JUNE 30, 2017 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 OPERATING AND FINANCIAL OFFICER, THE CONTROLLER AND THE INTERNAL ACCOUNTANT. 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-ISOBA 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. |
| 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. |
| Form 990, Part XII, Line 2c: | This process has not changed from the prior year. |