2025-03-10T12:45:04-05:00 2024-06-30 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2023-07-01 953374189 TARBUT V'TORAH COMMUNITY DAY SCHOOL TARB 9495099500 5 FEDERATION WAY IRVINE CA 92603 TAMMI JONES TREASURER/CFO/COO 9495099500 2025-02-11 1 1 MATTHEW PETROSKI P00853132 9257902600 2025-02-10 2023 2025-03-06 01:10:19Z TVT COMMUNITY DAY SCHOOL TAMMI JONES 5 FEDERATION WAY IRVINE CA 92603 36253912 0 X WWW.TARBUT.COM X 1979 CA THE ORGANIZATION IS AN INDEPENDENT CO-EDUCATIONAL COLLEGE PREPATORY SCHOOL. 14 13 204 190 0 0 2665619 3069454 26974047 31028856 663436 1446111 12668 20969 30315770 35565390 3703402 4551147 0 0 16068322 18247805 0 0 744495 10495579 11425287 30267303 34224239 48467 1341151 108744287 112860183 24559828 26370633 84184459 86489550 TVT IS AN INCLUSIVE JEWISH SCHOOL OF INQUIRY AND INNOVATION WHERE ACADEMICS ARE IMPORTANT AND CHARACTER IS PARAMOUNT. 0 0 28933603 4551147 31028856 THE SCHOOL IS SITUATED ON A 21 ACRE HILLSIDE CAMPUS IN A RESIDENTIAL SECTION OF IRVINE, CALIFORNIA, PROVIDING A TK-12 EDUCATION TO ITS STUDENT BODY. THE SCHOOL SEEKS TO ATTRACT STUDENTS THAT REFLECT THE DIVERSITY OF THE COMMUNITY, PROVIDING THEM WITH A COLLEGE PREPARATORY EDUCATION ROOTED IN THE JEWISH VALUES OF CARING FOR THE COMMUNITY, JUSTICE, KINDNESS, RESPECT, TRUTH AND REPAIRING THE WORLD. 28933603 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 33 0 1 204 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X TAMMI JONES TREASURERCFOCOO 9495099500 5 FEDERATION WAY IRVINE CA 92603 SUE POLINER LITTMAN TRUSTEE/TEACHER 40.00 X 44860 0 0 MAYER CHEREM BOARD CHAIR 1.00 X X 0 0 0 ALYSE BARON BOARD MEMBER 1.00 X 0 0 0 LORI CHOZEN BOARD MEMBER 1.00 X 0 0 0 JEFF KOPSTEIN BOARD MEMBER 1.00 X 0 0 0 NEIL KRAMER BOARD MEMBER 1.00 X 0 0 0 BRIAN LEVY BOARD MEMBER 1.00 X 0 0 0 IZZI NEUFELD BOARD MEMBER 1.00 X 0 0 0 ALISON NIGHTINGALE BOARD MEMBER 1.00 X 0 0 0 LAUREN PLANT BOARD MEMBER 1.00 X 0 0 0 ELIE SPITZ BOARD MEMBER 1.00 X 0 0 0 FRED TAYLOR BOARD MEMBER 1.00 X 0 0 0 JEFF TOPOREK BOARD MEMBER 1.00 X 0 0 0 LI YU BOARD MEMBER 1.00 X 0 0 0 JILL QUIGLEY HEAD OF SCHOOL 40.00 X 406069 0 54937 TAMMI JONES TREASURER/CFO/COO 40.00 X 350191 0 54937 HELENE ANN COULTER SEC./EXEC. ASSISTANT 40.00 X 79971 0 4953 ELISE JILL BLUM PRINCIPAL, MIDDLE/UPPER SCHOOL 40.00 X 197769 0 47077 STUART LIGHT DIRECTOR OF JEWISH STUDIES 40.00 X 170850 0 123678 LENNY JACOB MORALES DIRECTOR OF TECHNOLOGY 40.00 X 179330 0 46161 URMI KAR DIRECTOR OF ADVANCEMENT 40.00 X 167836 0 39108 BRYONNA FISCO DIRECTOR OF ADMISSION 40.00 X 163621 0 27905 JOHNATHAN RASTELLO DIRECTOR OF COLLEGE COUNSE 40.00 X 153750 0 25118 1914247 0 423874 27 0 1 0 CLEANSTART CLEANING SERVICES INC 9774 CRESCENT CENTER DR STE 502 RANCHO CUCAMONGA CA 91730 CLEANING AND JANITORIAL 694105 FLIK INDEPENDENT SCHOOLS PO BOX 50196 LOS ANGELES CA 900740196 MEALS/CATERING 519159 BNBUILDERS INC 5825 OBERLIN DRIVE SUITE 1 SAN DIEGO CA 92121 GENERAL CONTRACTING 336046 IRVINE VALLEY AIR CONDITIONING INC 2961 E CORONADO ST ANAHEIM CA 92806 HVAC R&M 139284 CENTER FOR LEARNING AND BEHAVIORAL SOLUT 16220 SCIENTIFIC WAY IRVINE CA 92618 STUDENT INSTRUCTION 129080 7 369799 2699655 17993 3069454 SCHOOL TUITION 611600 28653097 28653097 STUDENT ACTIVITIES/SER 611600 2337125 2337125 OTHER PROGRAM SERVICES 611600 38634 38634 31028856 1249377 1249377 111145 0 111145 111145 111145 643184 446450 196734 196734 196734 151896 369799 242072 -90176 -90176 35565390 31028856 0 1467080 4551147 4551147 1271795 146451 943648 181696 12886275 11613667 1135450 137158 850721 659407 178034 13280 2206364 1790974 370235 45155 1032650 808464 198993 25193 20921 20921 165557 165557 574 574 122439 121139 1300 337096 41649 208903 86544 209799 24776 101212 83811 387783 280929 102968 3886 2567260 2451610 108669 6981 76123 46928 26327 2868 138248 106933 23455 7860 5460 5460 3890706 3715437 164689 10580 253945 253945 STUDENT ACTIVITIES/SVC 2542822 2246451 162213 134158 OTHER INSTRUCTION. COST 515926 417666 98260 RESERVE FOR UNCOLLECTIB 45000 45000 145628 31114 110489 4025 34224239 28933603 4546141 744495 787544 120135 14534976 18976079 25000 108000 10450902 11318203 873377 675211 106487907 40342606 68215042 66145301 13857446 15517254 108744287 112860183 2174574 2396480 22299103 23914870 86151 59283 24559828 26370633 X 83795459 85992550 389000 497000 84184459 86489550 108744287 112860183 X 1341151 914871 41520 7549 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13857446 1659808 15517254 12171619 500000 1185827 13857446 9498213 4500000 -1826594 12171619 5251911 3000000 1246302 9498213 4941110 24860 285941 5251911 1.00000 0.00000 0.00000 1 0 11713169 11713169 81491313 29861710 51629603 5554248 4474742 1079506 7729177 6006154 1723023 66145301 CAPITAL LEASE 59283 59283 X 32219681 914871 41520 -4543598 -3587207 35806888 574 -242072 -241498 35565390 29914590 242072 242072 29672518 574 4551147 4551721 34224239 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'S MANAGEMENT HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2024, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. PART XI, LINE 2D - OTHER ADJUSTMENTS: 403(B) FORFEITURES 7,549. SCHOLARSHIPS AND FINANCIAL AID -4,551,147. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES -242,072. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 242,072. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND FINANCIAL AID 4,551,147. 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 PUBLISHED IN ONE OF THE MAJOR LOCAL NEWSPAPERS, AND CONSISTENTLY THROUGH THE WEBSITE. ANNUAL GALA EVENT 521695 369799 151896 25635 29170 120777 6500 59990 521695 369799 151896 25635 29170 120777 6500 59990 242072 -90176 1 TUITION DISCOUNT 7 19784 FMV DIRECT CREDIT TO STUDENT ACCOUNT MERIT SCHOLARSHIP 7 340140 FMV DIRECT CREDIT TO STUDENT ACCOUNT FINANCIAL AID 173 4191223 FMV DIRECT CREDIT TO STUDENT ACCOUNT PART I, LINE 2: FOR SCHOLARSHIP AND FINANCIAL AID (INCLUDING THE MERIT SCHOLARSHIP), 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 PERCENTAGE OF TUITION AND FEES, AS DETERMINED BY THE BOARD OF TRUSTEES, IS REMOVED FOR JEWISH CLERGY AND FOR FAMILIES WITH 2 OR MORE CHILDREN ENROLLED SINCE PRIOR TO THE TERMINATION OF THE SIBLING DISCOUNT ON 7/1/14. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 JILL QUIGLEY HEAD OF SCHOOL 406069 0 0 0 0 0 21350 0 33587 0 461006 0 0 0 TAMMI JONES TREASURER/CFO/COO 350191 0 0 0 0 0 21350 0 33587 0 405128 0 0 0 STUART LIGHT DIRECTOR OF JEWISH STUDIES 170850 0 0 0 0 0 9762 0 113916 0 294528 0 0 0 ELISE JILL BLUM PRINCIPAL, MIDDLE/UPPER SCHOOL 197769 0 0 0 0 0 13493 0 33584 0 244846 0 0 0 LENNY JACOB MORALES DIRECTOR OF TECHNOLOGY 179330 0 0 0 0 0 12600 0 33561 0 225491 0 0 0 URMI KAR DIRECTOR OF ADVANCEMENT 167836 0 0 0 0 0 10629 0 28479 0 206944 0 0 0 BRYONNA FISCO DIRECTOR OF ADMISSION 163621 0 0 0 0 0 11641 0 16264 0 191526 0 0 0 JOHNATHAN RASTELLO DIRECTOR OF COLLEGE COUNSE 153750 0 0 0 0 0 10500 0 14618 0 178868 0 0 0 PART I, LINE 1A STUART LIGHT, DIRECTOR OF JEWISH STUDIES, RECEIVED A NONTAXABLE HOUSING ALLOWANCE OF $61,490 FOR PARSONAGE DURING 2023 CALENDAR YEAR. THE AMOUNT WAS INCLUDED IN ON SCH J, PART II, LINE 4, COLUMN (D) NONTAXABLE BENEFITS. 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. 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. A COMPLETE COPY OF THE FINAL VERSION OF THE FORM 990 IS PROVIDED TO THE BOARD BEFORE IT IS FILED. 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 GOVERNING BODY (EXCLUDING THOSE MEMBERS WITH A CONFLICT OF INTEREST REGARDING THE COMPENSATION ARRANGEMENT AT ISSUE) USING DATA FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE ORGANIZATION MAINTAINS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING FOR DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. FORM 990, PART VI, SECTION C, LINE 19 THIS INFORMATION IS MADE AVAILABLE UPON REQUEST TO THE ORGANIZATION. FORM 990, PART XI, LINE 9: 403(B) FORFEITURES 7,549.