2026-02-05T13:42:37-06:00 2025-08-31 471352305 O'CONNELL & COMPANY LLC 240 GIBRALTAR ROAD SUITE 260 HORSHAM PA 19044 990 2024-09-01 231645684 MORRIS AND ROSE CASKEY TORAH ACADEMY OF GREATER PHILADELPHIA MORR 6106427870 742 ARGYLE ROAD WYNNEWOOD PA 19006 SHARON JOSHOWITZ BUSINESS MANAGER 6106427870 2026-02-05 1 0 ROBERT J MCNAMEE CPA P01428150 2158874425 2026-02-05 2024 2025-03-06 01:10:19Z SHARON JOSHOWITZ 742 ARGYLE ROAD WYNNEWOOD PA 19006 11246700 0 X WWW.TAPHILA.ORG X 1965 PA ROSE AND MORRIS CASKEY TORAH ACADEMY OF GREATER PHILADELPHIA EDUCATES BOYS AND GIRLS FROM NURSERY THROUGH GRADE 8 WITH A CURRICULUM ROOTED IN TORAH AND GENERAL STUDIES CHARACTERIZED BY ACADEMIC EXCELLENCE AND PROVIDING SKILL PROFICIENCY IN ALL AREAS. 20 20 120 30 0 0 4344822 2925487 6710271 7170373 283246 495587 707561 541246 12045900 11132693 2635380 2778221 0 0 5176435 5361444 0 0 87205 1645311 1690323 9457126 9829988 2588774 1302705 26266568 28847582 1337631 1448425 24928937 27399157 ROSE AND MORRIS CASKEY TORAH ACADEMY OF GREATER PHILADELPHIA EDUCATES BOYS AND GIRLS FROM NURSERY THROUGH GRADE 8 WITH A CURRICULUM ROOTED IN TORAH AND GENERAL STUDIES CHARACTERIZED BY ACADEMIC EXCELLENCE AND PROVIDING SKILL PROFICIENCY IN ALL AREAS. 0 0 8666215 2778221 7170373 OPERATION OF A SCHOOL FOR PRESCHOOL THROUGH GRADE 8. 8666215 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 10 0 1 120 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X SHARON JOSHOWITZ 6106427870 742 ARGYLE ROAD WYNNEWOOD PA 19096 SARA BLEIER HOUSE COMMITTEE 5.00 X 0 0 0 TAL WEINBERGER NOMINATING COMMITTEE 5.00 X 0 0 0 NADAV SCHWARTZ HOSSEC 5.00 X 0 0 0 AVRAHAM SHEININ BOARD MEMBER 5.00 X 0 0 0 CHAVI SCHWARTZBAUM BOARD MEMBER 5.00 X 0 0 0 TANYA LIBESMAN BOARD MEMBER 5.00 X 0 0 0 DEVORA GIPSMAN BOARD MEMBER 5.00 X 0 0 0 YOSEF HOFFMAN BOARD MEMBER 5.00 X 0 0 0 RIVKAH BLUTSTEIN SECRETARY 5.00 X X 0 0 0 DOVID DANIEL PRESIDENT 5.00 X X 0 0 0 MATTI SVED BOARD MEMBER 5.00 X 0 0 0 TOMER NOFF BOARD MEMBER 5.00 X 0 0 0 MENACHEM YONDORF BOARD MEMBER 5.00 X 0 0 0 GABE HERMAN 2ND VICE PRESIDENT 5.00 X X 0 0 0 ELANA OBSTFELD BOARD MEMBER 5.00 X 0 0 0 GABE AMZALLAG VICE PRESIDENT 5.00 X X 0 0 0 YOSSI GOLDSTEIN BOARD MEMBER 5.00 X 0 0 0 LARAH KIRSCHNER BOARD MEMBER 5.00 X 0 0 0 JEFF ROSENFELD TREASURER 5.00 X X 0 0 0 ARI WEINTRAUB BOARD MEMBER 5.00 X 0 0 0 RABBI ISAAC ENTIN HEAD OF SCHOOL 50.00 X 201957 0 1000 SHARON JOSHOWITZ BUSINESS MANAGER 40.00 X 127446 0 1000 REBECCA SASSON PRINCIPAL GEN STUDIES 40.00 X 118925 0 0 ZECHARIA WEITZ ASSISTANT PRINCIPAL 40.00 X 113348 0 1000 RIVKA DEAR DIRECTOR, EARLY CHILDHOOD 40.00 X 114938 0 1000 676614 0 4000 5 0 1 0 0 52972 2872515 2925487 TUITION AND FEES 611600 7170373 7170373 7170373 495587 495587 55000 0 55000 55000 55000 518774 114007 404767 404767 OTHER INCOME 611600 81479 81479 81479 11132693 7170373 0 1036833 2778221 2778221 219100 181307 35015 2778 4269315 3532899 682289 54127 64967 53761 10382 824 513972 425315 82140 6517 294090 243363 46999 3728 1029 1029 19200 19200 136504 105139 30197 1168 5208 5208 202384 195994 975 5415 65304 55509 6530 3265 3148 3148 522824 470542 47054 5228 91235 82112 8211 912 CONTRACTED SERVICES 157690 141921 14192 1577 ACTIVITIES 105786 105786 UTILITIES 105094 94585 9458 1051 LUNCH PROGRAM 75826 75826 199091 120787 77689 615 9829988 8666215 1076568 87205 1398205 1774270 54422 9584 13933 23164 500 500 146268 125540 14250004 6228763 8211523 8021241 13250322 17136360 3191395 1756923 26266568 28847582 63028 149913 1183430 1231941 91173 66571 1337631 1448425 X 19576538 22300737 5352399 5098420 24928937 27399157 26266568 28847582 1302705 1167515 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 50000 50000 13262904 5424312 7838592 932900 802651 130249 4200 1800 2400 8021241 FUNDS HELD BY OTHERS 1756923 1756923 OPERATING LEASE LIABILITY 66571 66571 X 9521987 1167515 -2778221 -1610706 11132693 0 11132693 7051767 0 7051767 2778221 2778221 9829988 PART X, LINE 2: THE ACADEMY IS EXEMPT FROM INCOME TAX UNDER IRC SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE ACADEMY HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE ACADEMY HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 ANNUAL SCHOLARS 518774 518774 114007 518774 518774 114007 114007 404767 0 FINANCIAL AID 277 2778221 FMV FINANCIAL AID PART I, LINE 2: 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, INTERNATIONAL SCHOLARSHIP AND TUITION SERVICES (ISTS), 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. 0 0 0 0 0 0 0 0 0 RABBI ISAAC ENTIN HEAD OF SCHOOL 201957 0 0 0 0 0 0 0 1000 0 202957 0 0 0 BOARD MEMBERS BOARD MEMBERS 107650 SCHOLARSHIPS FINANCIAL AID AGILE NETWORKS FORMER BOARD 5250 TELEPHONE SERVICE 0 NECHAMA EISENBERG RELATED TO FORMER BOARD MEMBER 50307 EMPLOYEE 0 ARIEL AMZALLAG RELATED TO CURRENT BOARD MEMEBER 50995 EMPLOYEE 0 FORM 990, PART VI, SECTION B, LINE 11B ORGANIZATION'S PROCESS TO REVIEW FORM 990 THE BOARD RECEIVES A COPY OF THE 990 FOR REVIEW AND APPROVAL. THE 990 ALONG WITH THE FINANCIAL STATEMENTS ARE APPROVED PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO DISCLOSE THEIR INDEPENDENCE ANNUALLY. BOARD APPROVAL IS REQUIRED FOR ANY CONTRACT/SERVICE ENTERED INTO WITH A MEMBER. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.