MORRIS AND ROSE CASKEY TORAH ACADEMY OF GREATER PHILADELPHIA: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MORRIS AND ROSE CASKEY TORAH ACADEMY OF GREATER PHILADELPHIA (EIN 23-1645684)
- Tax period
- 2015-09-01 to 2016-08-31
- Filed
- 2017-05-12
- IRS object ID
- 201741329349302934
- Schema version
- 2015v3.0
- 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 L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T09:41:06-07:00 | ReturnTs |
| Tax Period End | 2016-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'Connell & Company LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Ste 1100 165 Township Line Road | AddressLine1Txt |
| City | Jenkintown | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19046 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231645684 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TORAH ACADEMY OF GREATER PHILADELPHIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TORA | BusinessNameControlTxt |
| Phone | 6106427870 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 742 ARGYLE ROAD | AddressLine1Txt |
| City | WYNNEWOOD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19096 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBBIE GRAD | PersonNm |
| Person Title | BUSINESS MANAGER | PersonTitleTxt |
| Phone | 6106427870 | PhoneNum |
| Signature | 2017-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT J MCNAMEE | PreparerPersonNm |
| Phone | 2158874425 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DEBBIE GRAD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 742 ARGYLE ROAD | AddressLine1Txt |
| City | WYNNEWOOD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19096 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,488,537 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.taphila.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | THE TORAH ACADEMY OF GREATER PHILADELPHIA ("TA") EDUCATES BOYS AND GIRLS FROM NURSERY THRU GRADE 8 WITH A CURRICULUM ROOTED IN TORAH AND GENERAL STUDIES CHARACTERIZED BY ACADEMIC EXCELLENCE AND PROVIDING SKILL PROFICIENCY IN ALL AREAS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 101 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,272,250 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,562,796 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,114,520 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,412,761 | CYProgramServiceRevenueAmt |
| PY Investment Income | $22,637 | PYInvestmentIncomeAmt |
| CY Investment Income | $54,933 | CYInvestmentIncomeAmt |
| PY Other Revenue | $353,674 | PYOtherRevenueAmt |
| CY Other Revenue | $384,785 | CYOtherRevenueAmt |
| PY Total Revenue | $6,763,081 | PYTotalRevenueAmt |
| CY Total Revenue | $8,415,275 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,323,078 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,682,720 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,238,401 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,361,681 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $196,862 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $926,886 | PYOtherExpensesAmt |
| CY Other Expenses | $928,233 | CYOtherExpensesAmt |
| PY Total Expenses | $5,488,365 | PYTotalExpensesAmt |
| CY Total Expenses | $5,972,634 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,274,716 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,442,641 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,331,812 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,647,824 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,924,800 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,493,684 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,407,012 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,154,140 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE TORAH ACADEMY OF GREATER PHILADELPHIA ("TA") | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $5,031,055 | ExpenseAmt |
| Grant | $1,682,720 | GrantAmt |
| Revenue | $4,412,761 | RevenueAmt |
| Desc | OPERATION OF A SCHOOL INCLUDING PRESCHOOL THROUGH GRADE 8. | Desc |
| Total Program Service Expenses | $5,031,055 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | Yes (true) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (true) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 101 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH GRAD | PersonNm |
| Phone | 6106427870 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 742 ARGYLE ROAD | AddressLine1Txt |
| City | WYNNEWOOD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19096 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| NADAV SCHWARTZ | ||||||
| PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SHAUN SNITMAN | ||||||
| 1ST VICE PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TAMAR DANIEL | ||||||
| 2ND VICE PRESIDENT | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID KAPLAN | ||||||
| TREASURER | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JESSICA ERLBAUM | ||||||
| CORRESPONDING SECRETARY | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GARY CANTOR | ||||||
| ACTING TREASURER | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MITCH APPELSON | ||||||
| ASSISTANT TREASURER | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| YONATAN FRANKEL | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DANA KUPFER | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| SIMA SHERMAN | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| FRANI POLLACK | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| RONNIE TROODLER | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| CHAIM SAIMAN | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ARIELLA CHASKY | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| AMY ERLBAUM | ||||||
| BOARD MEMBER | 5 | Yes (X) | ||||
| ALYSSA FIEDERER | ||||||
| BOARD MEMBER | 5 | Yes (X) | ||||
| ARI ADLERSTEIN | ||||||
| BOARD MEMBER | 5 | Yes (X) | ||||
| AMIR GOLDMAN | ||||||
| BOARD MEMBER | 5 | Yes (X) | ||||
| PHYLLIS PARKER | ||||||
| BOARD MEMBER | 5 | Yes (X) | ||||
| LINDA SEGMAN | ||||||
| BOARD MEMBER | 5 | Yes (X) | ||||
| JORDAN HULLMAN | ||||||
| BOARD MEMBER | 5 | Yes (X) | ||||
| MENDEL KUPFER | ||||||
| BOARD MEMBER | 5 | Yes (X) | ||||
| SHERMAN FRAGER | ||||||
| BOARD MEMBER - CHAIRMAN NOMINATING COMMITTEE | 5 | Yes (X) | ||||
| ARI WEINTRAUB | ||||||
| BOARD MEMBER - PAST PRESIDENT | 5 | Yes (X) | ||||
| CHAVA RESNICK-PARIS | ||||||
| BOARD MEMBER - PTO PRESIDENT | 5 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $129,436 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $8,000 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Government Grants | $33,607 | GovernmentGrantsAmt |
| All Other Contributions | $3,529,189 | AllOtherContributionsAmt |
| Total Contributions | $3,562,796 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Tuition and Fees | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $4,412,761 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,412,761 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,933 | TotalRevenueColumnAmt |
| Exclusion | $54,933 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $457,582 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $73,262 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $384,320 | TotalRevenueColumnAmt |
| Exclusion | $384,320 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other income | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $465 | TotalRevenueColumnAmt |
| Exclusion | $465 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $465 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,415,275 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,412,761 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $439,718 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,682,720 | TotalAmt |
| Program Services | $1,682,720 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,822,126 | TotalAmt |
| Program Services | $2,207,601 | ProgramServicesAmt |
| Management And General | $470,811 | ManagementAndGeneralAmt |
| Fundraising | $143,714 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,496 | TotalAmt |
| Program Services | $19,945 | ProgramServicesAmt |
| Management And General | $4,253 | ManagementAndGeneralAmt |
| Fundraising | $1,298 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $309,662 | TotalAmt |
| Program Services | $242,232 | ProgramServicesAmt |
| Management And General | $51,661 | ManagementAndGeneralAmt |
| Fundraising | $15,769 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $204,397 | TotalAmt |
| Program Services | $159,889 | ProgramServicesAmt |
| Management And General | $34,099 | ManagementAndGeneralAmt |
| Fundraising | $10,409 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,800 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $11,800 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $616 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $616 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,903 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $2,903 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,061 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $3,061 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,119 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,119 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,171 | TotalAmt |
| Program Services | $41,554 | ProgramServicesAmt |
| Management And General | $4,617 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,067 | TotalAmt |
| Program Services | $282,660 | ProgramServicesAmt |
| Management And General | $31,407 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $500 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $500 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,441 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $28,441 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,791 | TotalAmt |
| Program Services | $142,912 | ProgramServicesAmt |
| Management And General | $15,879 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,854 | TotalAmt |
| Program Services | $29,569 | ProgramServicesAmt |
| Management And General | $3,285 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Student Activities | $27,109 | $27,109 | $0 | $0 |
| Instructional Programs | $194,864 | $194,864 | $0 | $0 |
| Bad Debt Expense | $10,086 | $0 | $10,086 | $0 |
| Copy Machine | $25,435 | $0 | $25,435 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,416 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $44,744 | ManagementAndGeneralAmt |
| Fundraising | $25,672 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,972,634 | TotalAmt |
| Program Services | $5,031,055 | ProgramServicesAmt |
| Management And General | $744,717 | ManagementAndGeneralAmt |
| Fundraising | $196,862 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,201 | BOYAmt |
| EOY | $741,291 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,515 | BOYAmt |
| EOY | $189,366 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,297 | BOYAmt |
| EOY | $21,817 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,000 | BOYAmt |
| EOY | $24,369 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,957,204 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,134,340 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $910,500 | BOYAmt |
| EOY | $822,864 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,291,299 | BOYAmt |
| EOY | $3,848,117 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,331,812 | BOYAmt |
| EOY | $5,647,824 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,260 | BOYAmt |
| EOY | $73,597 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $792,784 | BOYAmt |
| EOY | $776,914 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $643,414 | BOYAmt |
| EOY | $593,173 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $298,342 | BOYAmt |
| EOY | $50,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,924,800 | BOYAmt |
| EOY | $1,493,684 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,311,388 | BOYAmt |
| EOY | $2,042,751 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,624 | BOYAmt |
| EOY | $2,111,389 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,407,012 | BOYAmt |
| EOY | $4,154,140 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,331,812 | BOYAmt |
| EOY | $5,647,824 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,442,641 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $304,487 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
| Public Support Total170 | $0 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY170 | 0 | PublicSupportCY170Pct |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $50,000 | OtherCostOrOtherBasisAmt |
| Book Value | $50,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,408,342 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,730,116 | DepreciationAmt |
| Book Value | $678,226 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $498,862 | OtherCostOrOtherBasisAmt |
| Depreciation | $404,224 | DepreciationAmt |
| Book Value | $94,638 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $822,864 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Promises to give, net | $50,000 |
| Line of Credit |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $50,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,036,426 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $304,487 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,683,336 | OtherRevenueAmt |
| Revenue Not Reported | -$1,378,849 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,415,275 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $8,415,275 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,289,298 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $4,289,298 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,683,336 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,683,336 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,972,634 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt XI, Line 2d | Financial aid support - $1,682,720 + investment fees - $616. |
| Pt XII, Line 4b | Financial aid support - $1,682,720 + investment fees - $616. |
| Pt X, Line 2 | The Academy is a tax-exempt organization as described in Section 501(c)(3) of the Internal Revenue Code and is generally exempt from income taxes pursuant to Section 501(a) of the Code. The Academy believes it has taken no uncertain tax positions. The Academy is not subject to federal and state tax examinations for the years prior to 2013. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | false | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Line 3 | FormAndLineReferenceDesc |
| Explanation | NONDISCRIMINATORY POLICY IS PUBLISHED IN LOCAL PUBLICATION SERVING THE GENERAL COMMUNITY IN WHICH THE SCHOOL IS LOCATED. NONDISCRIMINATORY POLICY IS PUBLISHED IN LOCAL PUBLICATION SERVING THE GENERAL COMMUNITY IN WHICH THE SCHOOL IS LOCATED. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL SCHOLARSHIP BANQUET | Event1Nm |
| Gross Receipts Event1 | $457,582 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $457,582 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $73,262 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $457,582 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $457,582 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $73,262 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $73,262 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $384,320 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID | GrantTypeTxt |
| Recipient | 183 | RecipientCnt |
| Non Cash Assistance | $1,682,720 | NonCashAssistanceAmt |
| Valuation Method Used | BOOK | ValuationMethodUsedDesc |
| Non Cash Assistance | FINANCIAL AID | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt I Line 2 | FormAndLineReferenceDesc |
| Explanation | IN DETERMINING ELIGIBILITY FOR SCHOLARSHIP ASSISTANCE, TORAH ACADEMY'S SCHOLARSHIP COMMITTEE EVALUATES EACH FAMILY'S FINANCIAL SITUATION AND ABILITY TO PAY DAY SCHOOL TUITION. THIS EVALUATION IS BASED ON A REVIEW OF A COMPLETED WRITTEN SCHOLARSHIP APPLICATION FORM, PERSONAL/BUSINESS TAX RETURNS, OTHER WRITTEN DOCUMENTATION OF INCOME AND MONTHLY EXPENSES. ALL FAMILIES MUST SUBMIT A MONTHLY BUDGET DETAILING INCOME AND EXPENSES IN A TYPICAL MONTH. THESE DOCUMENTS ARE ALL REVIEWED AS ONE PACKAGE FIRST BY AN INDEPENDENT THIRD PARTY, PRIVATE SCHOOL AID SERVICE (PSAS) WHO REVIEWS AND ANALYZES THE INFORMATION AND PRESENTS AN AWARD RECOMMENDATION. THE APPLICATION IS THEN FURTHER REVIEWED BY AN INTERNAL SCHOLARSHIP COMMITTEE WHICH AWARDS SCHOLARSHIPS BASED ON NUMEROUS FACTORS. THESE FACTORS INCLUDE (BUT ARE NOT LIMITED TO) INCOME, FAMILY SIZE, AND OTHER DAY SCHOOL TUITION OBLIGATIONS. ONCE THE FIRST ROUND OF SCHOLARSHIPS IS AWARDED, THERE IS AN APPEAL PROCESS WHEREBY A FAMILY MAY SUBMIT A REQUEST IN WRITING FOR A REEVALUATION OF THEIR APPLICATION. THIS CAN ONLY BE DONE IN THE CASE WHERE A SUBSTANTIAL PIECE OF INFORMATION HAS CHANGED OR WAS OMITTED FROM THE ORIGINAL REQUEST. TORAH ACADEMY HAS THOROUGHLY DOCUMENTED THE SCHOLARSHIP POLICIES AND ITS POLICIES ARE ALSO AVAILABLE ON FILE SHOULD ANYONE REQUEST IT. THIS WAS DONE SO THAT THE PARENTS, BOARD MEMBERS AND SCHOLARSHIP COMMITTEE ARE FULLY AWARE OF WHAT IS EXPECTED IN THE SCHOLARSHIP PROCESS. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BOARD MEMBERS | PersonNm |
| Relationship With Org | BOARD MEMBERS | RelationshipWithOrgTxt |
| Cash Grant | $54,575 | CashGrantAmt |
| Type Of Assistance | FINANCIAL AID | TypeOfAssistanceTxt |
| Assistance Purpose | FINANCIAL AID | AssistancePurposeTxt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| AGILE NETWORKS | |||
| BOARD MEMBER | $14,295 | PHONE SYSTEM & SERVICE | false |
| FLOWER TALES | |||
| BOARD MEMBER | $3,582 | FLORIST PURCHASES | false |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,041 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b | A subcommittee of the board receives copy of 990 before issuance. |
| Pt VI, Line 12c | Board members are required to disclose their independence annually, and Board approval is required for any contract/ service entered into with a member. |
| Pt VI, Line 19 | Governing documents, conflict of interest policy, and financial statements are available upon request. |
| Pt VIII | Contributions listed on Part VIII line 1f includes EITC funding for both the 2015-16 and 2016-17 school years. |
| Pt VI, Line 2 | Mendel and Dana Kupfer, and Jess and Amy Erlbaum are in-laws. |
| Pt VI, Line 1a | The Executive Committee has authority under the bylaws to take act on behalf of the Board between regularly scheduled meetings. |
| Form 990, Part IX, Line 24e | Development Expense 25672. 0. 0. 25672. |
| Form 990, Part IX, Line 24e | Recruiting 3988. 0. 3988. 0. |
| Form 990, Part IX, Line 24e | Postage & Delivery 2069. 0. 2069. 0. |
| Form 990, Part IX, Line 24e | Bank Fees 9362. 0. 9362. 0. |
| Form 990, Part IX, Line 24e | Miscellaneous 10848. 0. 10848. 0. |
| Form 990, Part IX, Line 24e | Telephone 6035. 0. 6035. 0. |
| Form 990, Part IX, Line 24e | Clearances 3275. 0. 3275. 0. |
| Form 990, Part IX, Line 24e | Payroll Preparation Expense 9167. 0. 9167. 0. |