2017-01-16T14:17:56-06:00 2016-06-30 946214841 Armanino LLP 12657 Alcosta Blvd Ste 500 San Ramon CA 945834600 990 2015-07-01 954381008 Milken Community Schools MILK 3104403500 15800 Zeldins Way Los Angeles CA 90049 John Amussen COFO 3104403500 2017-01-13 1 Katy Brown P00650274 9257902600 2015 2021-01-29 14:40:06Z Milken Community High School John Amussen 15800 Zeldins Way Los Angeles CA 90049 35669313 0 X www.milkenschool.org X 1991 CA To operate schools teaching religious courses of the Jewish faith and other subjects taught in independent college preparatory schools. 20 20 291 120 0 0 15794555 4824744 27811260 30376442 122078 86476 58766 347255 43786659 35634917 5846243 5595617 0 0 20318247 20864420 0 0 1284081 10503762 9959327 36668252 36419364 7118407 -784447 88103622 88663828 37889980 39522016 50213642 49141812 To operate schools teaching religious courses of the Jewish faith and other subjects taught in public schools. 0 0 30023634 5595617 30678428 AS A GRADE 7-12 INDEPENDENT COLLEGE-PREPARATORY INSTITUTION SERVICING 748 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. 30023634 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 54 0 1 291 1 0 0 0 0 0 1 1 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 1 0 CA X John Amussen 3104403500 15800 Zeldins Way Los Angeles CA 90049 Richard Sandler Chair 15.00 X X 0 0 0 Susan Jacoby Stern Vice Chair 2.00 X X 0 0 0 Julie Weil Secretary 2.00 X X 0 0 0 Lise Applebaum Treasurer 2.00 X X 0 0 0 Ardy Raminfar Trustee 2.00 X 0 0 0 Dana Guerin Trustee 2.00 X 0 0 0 Dr John Yadegar Trustee 2.00 X 0 0 0 DrFarid Pakravan Trustee 2.00 X 0 0 0 Jacqueline Heller Trustee (Through 05/2016) 2.00 X 0 0 0 Janine Lowy Trustee 2.00 X 0 0 0 Jeff Wolman Trustee (Through 05/2016) 2.00 X 0 0 0 Karl Thurmond Trustee 2.00 X 0 0 0 Ken Gross Trustee 2.00 X 0 0 0 Ken Ruby Trustee 2.00 X 0 0 0 Leon Janks Trustee 2.00 X 0 0 0 Lowell Milken Trustee 2.00 X 0 0 0 Nurit Robin Trustee 2.00 X 0 0 0 Rabbi David Wolpe Trustee 2.00 X 0 0 0 Rabbi David Woznica Trustee 2.00 X 0 0 0 Rabbi Ed Feinstein Trustee 2.00 X 0 0 0 Sherri Fogelman Trustee 2.00 X 0 0 0 Todd Katz Trustee 2.00 X 0 0 0 Metuka Benjamin President 40.00 X 396480 0 27571 Gary Weisserman Head of School 40.00 X 419360 0 45681 John Amussen Chief Operating and Financial Officer 40.00 X 62003 0 15592 Ferdinand Procter Assi. Head of School 40.00 X 191925 0 38672 LIMOR DANKNER MIDDLE SCHOOL PRINCIPAL 40.00 X 183643 0 38241 KIMBERLY SCHWARTZ UPPER SCHOOL PRINCIPAL 40.00 X 179843 0 38291 ROGER KASSEBAUM TEACHER 40.00 X 168971 0 8950 GORDON BERNAT KUNIN TEACHER 40.00 X 140424 0 8869 Vivienne Friedman Assistant to HOS 40.00 X 139372 0 14779 Sheryl Schreiber Exec. Director, Admin 40.00 X 121773 0 35153 Helan Mckibbin HR 40.00 X 121237 0 15939 LINDA RIFF FORMER ASSIST. HEAD OF FINANCE AND OPERATION 40.00 X 182265 0 16043 Thomas Wadbrook Former IT Director 40.00 X 162569 0 29737 2469865 0 333518 12 1 1 0 Professional Security Consultants 11454 San Vicente Blvd 2ND FLOOR Los Angeles CA 90049 Security 873172 FIRST STUDENT INC 22157 NETWORK PLACE CHICAGO IL 60673 STUDENT BUSES 725734 LEHRER ARCHITECTS LA INC 2140 HYPERION AVENUE LOS Angeles CA 90027 ARCHITECTS 621250 Del Amo Construction 23840 Madison Street Torrance CA 90505 Construction 540728 Alexander Muss Institute for Israel Educ 78 Randall Ave Rockville Center NY 11570 Tiferet Program - Isreal Education 527986 20 4824744 4824744 Tuition and Fees 611600 28828892 28828892 Auxiliary Program Reve 611710 1189754 1189754 Misc Program Revenue 611710 357796 357796 30376442 86476 86476 45883 24623 21260 21260 33782 9773 24009 24009 301986 0 301986 301986 35634917 30678428 0 131745 8500 8500 5587117 5587117 3140998 1468939 1120371 551688 15574019 12288005 2837280 448734 549609 467168 65953 16488 399461 339542 47935 11984 1200333 1020283 144040 36010 93429 23450 17355 52624 5390 5390 60795 60795 107382 64295 27555 15532 579138 488961 79074 11103 185464 157644 22256 5564 2600 2600 2202917 1904941 265898 32078 376546 372396 44 4106 621679 538024 66924 16731 2254601 1916411 270552 67638 225571 207890 14145 3536 Student Special Program 1357593 1348423 7336 1834 Student Activities 1311817 1284349 21973 5495 Teaching and Classroom 354271 342646 11625 Repair and Maintenance 206213 178129 25148 2936 13921 13921 36419364 30023634 5111649 1284081 2383241 386937 16570366 16100860 11980979 13496992 110856 128237 79711690 27225853 51514985 52485837 1314264 1299930 4020473 4706242 208458 58793 88103622 88663828 1755632 2623557 22834348 24366736 12000000 10800000 1300000 1600000 0 131723 37889980 39522016 X 29675185 29091757 19378124 18838924 1160333 1211131 50213642 49141812 88103622 88663828 -784447 -287383 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4651379 840811 -144085 5348105 3697748 941593 32139 20101 4651379 1051980 2355027 323596 32855 3697748 1032126 169854 150000 1051980 0.76270 0.22650 0.01090 0 0 2805660 2805660 68179051 21354665 46824386 125271 84009 41262 3042487 2952493 89994 5559221 2834686 2724535 52485837 Common Investment Pool 4706242 F 4706242 Capital Lease Obligations 131723 131723 X 29794813 -287383 -5587117 -5874500 35669313 -34396 -34396 35634917 30866643 34396 34396 30832247 5587117 5587117 36419364 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, 2016, 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 -5,587,117. Part XI, Line 4b - Other Adjustments: Fundraising Event Expenses -24,623. Gaming Event Expenses -9,773. Part XII, Line 2d - Other Adjustments: Fundraising Event Expenses 24,623. Gaming Event Expenses 9,773. Part XII, Line 4b - Other Adjustments: Scholarships and Financial Aid 5,587,117. 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 Organization annually publishes its racially nondiscriminatory policy in general circulation newspapers. The policy is stated on the Organization's website and in promotional material. Spring Tea 29643 29643 4180 13950 Compassion 16240 16240 589 769 5135 45883 45883 4769 769 19085 24623 21260 33782 2200 7573 1 1.00000 33782 2200 7573 9773 24009 CA 0 The School did not register and did not obtain a license for the Poker Tournament because it was unaware of this requirement. If the School hosts gaming activities in the future, a license will be obtained. 0 1 0 1.00000 John Amussen 15800 Zeldins Way Los Angeles CA 90049 0 John Amussen 0 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 and maintains gaming records. X 0 1 American Friends of Orr Shalom Inc 3708 Enterprise Drive Janesville WI 53546 133502817 501(c)(3) 8500 General Program Support 1 0 Scholarships and Financial Aid 296 5587117 Part I, Line 2: Financial aid is granted to pay for education provided by the Organization. The Organization deducts the financial aid from the student bill. X 1 0 X X X 0 0 0 0 0 0 0 0 0 Metuka Benjamin President 396480 0 0 0 0 0 18000 0 9571 0 424051 0 0 0 Gary Weisserman Head of School 333188 0 0 0 86172 0 16992 0 28689 0 465041 0 0 0 Ferdinand Procter Assi. Head of School 191925 0 0 0 0 0 9983 0 28689 0 230597 0 0 0 LIMOR DANKNER MIDDLE SCHOOL PRINCIPAL 183643 0 0 0 0 0 9552 0 28689 0 221884 0 0 0 KIMBERLY SCHWARTZ UPPER SCHOOL PRINCIPAL 179843 0 0 0 0 0 9602 0 28689 0 218134 0 0 0 ROGER KASSEBAUM TEACHER 168971 0 0 0 0 0 8950 0 0 0 177921 0 0 0 Vivienne Friedman Assistant to HOS 139372 0 0 0 0 0 5208 0 9571 0 154151 0 0 0 Sheryl Schreiber Exec. Director, Admin 121773 0 0 0 0 0 6464 0 28689 0 156926 0 0 0 LINDA RIFF FORMER ASSIST. HEAD OF FINANCE AND O 182265 0 0 0 0 0 8737 0 7306 0 198308 0 0 0 Thomas Wadbrook Former IT Director 162569 0 0 0 0 0 8173 0 21564 0 192306 0 0 0 Part I, Line 1a Parsonage is provided to Rabbis on staff. Stacey Jasper Family Member of Board Member 51171 Stacey Jasper, daughter of Board Trustee Leon Janks, is employed as a teacher. Her compensation for the year ended June 30, 2016 was $ 51,171. 0 Form 990, Part VI, Section B, line 11 THE PREPARATION AND REVIEW PROCESS FOR THE FORM 990 FOR THE YEAR ENDED JUNE 30, 2016 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 ASSISTANT HEAD OF SCHOOL FOR FINANCE AND OPERATIONS, 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 prior year.