2018-03-26T18:21:02-05:00 2017-06-30 946214841 Armanino LLP 12657 Alcosta Blvd Ste 500 San Ramon CA 945834600 990 2016-07-01 953374189 Tarbut V'Torah Community Day School TARB 9495099500 5 Federation Way Irvine CA 92603 Tammi Jones COO, CFO 9495099500 2018-03-23 1 Katy Brown P00650274 9257902600 50.201.92.30 2018-03-23 16:34:54 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 F5FB8C0FDA240AA2D0EC4EBDAD9DEA85C7008270 2016 2021-01-29 14:40:06Z Jeffrey Davis 5 Federation Way Irvine CA 92603 18247633 0 X www.tarbut.com X 1979 CA The Organization is an independent co-educational college prepatory school. 17 16 196 60 0 0 10163436 5651691 11674270 12120975 116088 128624 191214 259487 22145008 18160777 1986782 1872982 0 0 9371389 9945378 0 0 14039 4500693 4685602 15858864 16503962 6286144 1656815 80411873 84549822 7757246 10079167 72654627 74470655 X Challenge our students to think critically and creatively to achieve their fullest potential in an inclusive, pluralistic environment; Prepare our students to be leaders, active learners, and responsible citizens, and to succeed at the finest colleges and universities; Strenghten our students' Jewish identities and inspire them to lead meaningful lives, steeped in Jewish values. 0 0 13209517 1872982 12120975 The school is situated on a 21 acre hillside campus in a residential section of Irvine, California with an enrollment of 487 students in kindergarten through 12th grade. 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. 13209517 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 32 0 1 196 1 0 0 0 0 0 1 1 0 0 0 0 X 17 16 0 0 1 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 0 0 CA X Tammi Jones 9495099500 5 Federation Way Irvine CA 92603 Steve Kaufman BOARD CHAIR(STARTING 06/30/17) 1.00 X X 0 0 0 Sue Littman BOARD CHAIR(THROUGH 06/30/17) 1.00 X X 0 0 0 Alison Nightingale Member(STARTING 06/30/17) 1.00 X 0 0 0 Alissa Merage Member(THROUGH 06/30/17) 1.00 X 0 0 0 Andrew Lyon Member(STARTING 06/30/17) 1.00 X 0 0 0 Basil Luck Member 1.00 X 0 0 0 ROBERT Arum Member(STARTING 06/30/17) 1.00 X 0 0 0 Dave Weinberg Member 1.00 X 0 0 0 David Samson Member 1.00 X 0 0 0 Deborah Siminou Member 1.00 X 0 0 0 Fred Taylor Member 1.00 X 0 0 0 Gary Brahm Member 1.00 X 0 0 0 Irving Gelman Member 1.00 X 0 0 0 Kenny Beard Member 1.00 X 0 0 0 Mark Hales Member 1.00 X 0 0 0 Mayer Cherem Member(STARTING 06/30/17) 1.00 X 0 0 0 Mike Gillman Member 1.00 X 0 0 0 Renee Sherman Member(THROUGH 06/30/17) 1.00 X 0 0 0 Sepi Varon Member 1.00 X 0 0 0 ANNE GREENAWALT Corporate Secretary 40.00 X 43344 0 3688 TAMMI JONES Corporate Treasurer CFO/COO 40.00 X 214337 0 27954 JEFFREY DAVIS Head of School 40.00 X 310025 0 30137 JILL QUIGLEY Principal - Middle/Upper Schools 40.00 X 172479 0 25244 LAURA ROTH Principal - Lower School 40.00 X 172385 0 58513 CELESTE SIGNORINO Director of Advancement 40.00 X 111677 0 7400 JOHNATHAN RASTELLO Director of College Counseling 40.00 X 109648 0 12596 ROBERT WOOD Director of Middle School 40.00 X 105969 0 21444 STUART LIGHT Director of Jewish Studies 40.00 X 113271 0 146908 SUSAN HALL Upper School Teacher 40.00 X 113418 0 11702 1466553 0 345586 11 0 1 0 DPR Construction 4665 MacArthur Court Suite 100 Newport Beach CA 92660 General Contractor 10980282 LPA Inc PO Box 7399 Newport Beach CA 926587399 Design Architecture 942909 LIEBERT CASSIDY WHITMORE 6033 W CENTURY BLVD 5TH FLR LOS ANGELES CA 90045 LEGAL 193836 THE SHIPYARD 580 N 4TH STREET STE 500 COLUMBUS OH 43215 MARKETING 151842 Alexander Muss HSI 78 Randall Avenue Rockville Centre NY 11570 Education 144204 6 100000 389502 5162189 97759 5651691 School Tuition 611600 11484778 11484778 Student Activities/Ser 611600 618999 618999 Other Program Services 611600 17198 17198 12120975 117672 117672 177593 0 177593 177593 177593 10952 0 10952 10952 10952 155341 389502 86856 68485 68485 403(b) Forfeitures 900099 13409 0 13409 13409 18160777 12120975 0 388111 1872982 1872982 973253 707445 265807 1 7227633 7227633 444827 444827 666812 666812 632853 632853 8800 8800 60215 60215 4169 4169 134370 134370 280370 266332 14038 62152 62152 187357 187357 643376 603833 39543 104898 104898 1334 1334 1878673 1878673 148015 148015 Student Activities/Serv 592125 592125 Other Instructional Cos 428753 428753 Other Expenses 120995 2254 118741 RESERVE FOR UNCOLLECTIB 30000 30000 16503962 13209517 3280406 14039 3829645 14794308 4711696 35030 19295914 1512340 43370 20440 164288 411813 81855471 17136133 49613238 64719338 2753722 3056553 80411873 84549822 3558696 5172764 4198550 4906403 7757246 10079167 X 51006463 68365810 21648164 6104845 72654627 74470655 80411873 84549822 1656815 159213 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2753722 282403 35030 3001095 2700805 14266 38651 2753722 2600562 34473 65770 2700805 2323382 10929 266251 2600562 2083451 30000 222894 12963 2323382 1.00000 0.00000 0.00000 0 0 11713169 11713169 42854137 15200391 27653746 5457397 1935742 3521655 21830768 21830768 64719338 X 16477092 159213 34253 -1872982 -1679516 18156608 4169 4169 18160777 14661064 34253 34253 14626811 4169 1872982 1877151 16503962 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, 2017, the School does not have any significant uncertain tax positions for which a reserve would be necessary. Part XI, Line 2d - Other Adjustments: Scholarships and Financial Aid -1,872,982. Part XII, Line 4b - Other Adjustments: Scholarships and Financial Aid 1,872,982. 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 a local newspaper. This policy is included in all enrollment information and packages and is also on the Organization's website. DINNER 544843 389502 155341 86856 544843 389502 155341 86856 86856 68485 1 Scholarships and Financial Aid 176 1582153 FMV Direct credit to student account TUITION REMISSION 105 290829 FMV Direct credit to student account Part I, Line 2: For Scholarship and Financial Aid, 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 0 0 0 0 0 0 0 0 0 TAMMI JONES Corporate Treasurer CFO/COO 214337 0 0 0 0 0 11074 0 16880 0 242291 0 0 0 JEFFREY DAVIS Head of School 310025 0 0 0 0 0 13250 0 16887 0 340162 0 0 0 JILL QUIGLEY Principal - Middle/Upper Schools 172479 0 0 0 0 0 8402 0 16842 0 197723 0 0 0 LAURA ROTH Principal - Lower School 172385 0 0 0 0 0 8852 0 49661 0 230898 0 0 0 STUART LIGHT Director of Jewish Studies 113271 0 0 0 0 0 5570 0 141338 0 260179 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. 25740 TUITION REMISSION TO PROMOTE EDUCATION Heidi Theisen Daughter of Board Member 78840 Wages & Benefits as an Employee 0 X 1 6500 FMV X Auction Items 130 75259 FMV X Grand Piano 1 6000 FMV X BLACK DIAMOND NECKLACE 1 5000 FMV X VACATION HOME 1 5000 FMV 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 ORGANIZATION'S BYLAWS WERE AMENDED WITH THE FOLLOWING CHANGES: (1) THE MAXIMUM NUMBER OF BOARD TRUSTEES WAS INCREASED FROM 15 TO 17. (2) FRED TAYLOR WAS APPOINTED A LIFE-LONG TRUSTEE. 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. 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.