2026-05-04T13:05:34-05:00 2025-06-30 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990 2024-07-01 953374189 TARBUT V'TORAH COMMUNITY DAY SCHOOL TARB 9495099500 5 FEDERATION WAY IRVINE CA 92603 TAMMI JONES TREASURER/CFO/COO 9495099500 2026-05-01 1 1 MATTHEW PETROSKI P00853132 9257902600 2026-04-24 2024 2025-03-06 01:10:19Z TVT COMMUNITY DAY SCHOOL TAMMI JONES 5 FEDERATION WAY IRVINE CA 92603 68546946 0 X WWW.TARBUT.COM X 1979 CA THE ORGANIZATION IS AN INDEPENDENT CO-EDUCATIONAL COLLEGE PREPATORY SCHOOL. 13 12 201 195 0 0 3069454 3074087 31028856 33670794 1446111 1811664 20969 775 35565390 38557320 4551147 5126546 0 0 18247805 19875732 0 0 1022691 11425287 11628785 34224239 36631063 1341151 1926257 112860183 117767471 26370633 28257715 86489550 89509756 TVT IS AN INCLUSIVE JEWISH SCHOOL OF INQUIRY AND INNOVATION WHERE ACADEMICS ARE IMPORTANT AND CHARACTER IS PARAMOUNT. 0 0 29749723 5126546 33670794 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. 29749723 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 1 0 0 0 0 0 0 0 0 1 37 0 1 201 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 12 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 51876 0 7780 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 DARA SORKIN-MICHAELSON BOARD MEMBER 1.00 X 0 0 0 FRED TAYLOR BOARD MEMBER 1.00 X 0 0 0 SOMER TEJWANI 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 449480 0 61154 TAMMI JONES TREASURER/CFO/COO 40.00 X 366445 0 81152 HELENE ANN COULTER SEC./EXEC. ASSISTANT 40.00 X 83170 0 6171 SARAH BETH ESCOBAR PRINCIPAL - LOWER SCHOOL 40.00 X 207242 0 72818 ELISE JILL BLUM PRINCIPAL, MIDDLE/UPPER SC 40.00 X 204392 0 52184 STUART LIGHT DIRECTOR OF JEWISH STUDIES 40.00 X 185943 0 116027 LENNY JACOB MORALES DIRECTOR OF TECHNOLOGY 40.00 X 182217 0 50623 URMI KAR DIRECTOR OF ADVANCEMENT 40.00 X 175296 0 44445 BRYONNA FISCO DIRECTOR OF ADMISSION 40.00 X 170490 0 30181 JOHNATHAN RASTELLO DIRECTOR OF COLLEGE COUNSE 40.00 X 160680 0 27734 2237231 0 550269 32 0 1 0 FLIK INDEPENDENT SCHOOLS PO BOX 50196 LOS ANGELES CA 900740196 MEALS/CATERING 845180 CLEANSTART CLEANING SERVICES INC 9774 CRESCENT CENTER DR STE 502 RANCHO CUCAMONGA CA 91730 CLEANING AND JANITORIAL 623619 BNBUILDERS INC 5825 OBERLIN DRIVE SUITE 1 SAN DIEGO CA 92121 GENERAL CONTRACTING 332907 IRVINE VALLEY AIR CONDITIONING INC 2961 E CORONADO ST ANAHEIM CA 92806 HVAC R&M 291596 CENTER FOR LEARNING AND BEHAVIORAL SOLUT 16220 SCIENTIFIC WAY IRVINE CA 92618 STUDENT INSTRUCTION 288387 13 300309 2773778 30785 3074087 SCHOOL TUITION 611600 31268334 31268334 STUDENT ACTIVITIES/SER 611600 2357252 2357252 OTHER PROGRAM SERVICES 611600 45208 45208 33670794 1156456 1156456 82544 4088 78456 78456 78456 30457819 29802611 655208 655208 655208 105246 300309 182927 -77681 -77681 38557320 33670794 0 1812439 5126546 5126546 1734542 407415 1111940 215187 13572218 11335363 1868386 368469 922223 780985 116065 25173 2566076 2080688 398915 86473 1080673 839723 200972 39978 21222 21222 177665 177665 657 657 282195 272200 9995 266059 20783 179471 65805 231305 118217 105263 7825 426091 336330 85749 4012 2655428 2459234 185779 10415 97865 61158 34632 2075 148480 122726 19544 6210 3477 3477 3540532 3278942 247703 13887 263984 263984 STUDENT ACTIVITIES/SVC 2649575 2284187 203214 162174 OTHER INSTRUCTION. COST 581994 462580 119414 RESERVE FOR UNCOLLECTIB 45000 45000 237256 34846 197397 5013 36631063 29749723 5858649 1022691 120135 141347 18976079 23991057 108000 0 11318203 12091271 675211 664285 107271218 43880764 66145301 63390454 15517254 17489057 112860183 117767471 2396480 2959095 23914870 25226440 59283 72180 26370633 28257715 X 85992550 89119756 497000 390000 86489550 89509756 112860183 117767471 X 1926257 1046295 32175 15479 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15517254 1971803 17489057 13857446 1659808 15517254 12171619 500000 1185827 13857446 9498213 4500000 -1826594 12171619 5251911 3000000 1246302 9498213 1.00000 0.00000 0.00000 1 0 11713169 11713169 81574813 32591898 48982915 5618297 4837813 780484 8364939 6451053 1913886 63390454 CAPITAL LEASE 26412 FLIK 45768 72180 X 34711081 1046295 32175 -5111067 -4032597 38743678 657 -187015 -186358 38557320 31690875 187015 187015 31503860 657 5126546 5127203 36631063 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, 2025, 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 15,479. SCHOLARSHIPS AND FINANCIAL AID -5,126,546. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES -182,927. RENTAL EXPENSES -4,088. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES 182,927. RENTAL EXPENSES 4,088. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS AND FINANCIAL AID 5,126,546. 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 CONSISTENTLY ON THE HOMEPAGE OF THE WEBSITE. ANNUAL GALA EVENT 405555 300309 105246 12159 40839 88087 5000 36842 405555 300309 105246 12159 40839 88087 5000 36842 182927 -77681 1 TUITION DISCOUNT 2 1436 FMV DIRECT CREDIT TO STUDENT ACCOUNT MERIT SCHOLARSHIP 6 316865 FMV DIRECT CREDIT TO STUDENT ACCOUNT FINANCIAL AID 185 4808245 FMV DIRECT CREDIT TO STUDENT ACCOUNT PART I, LINE 2: THE SCHOOL PROVIDES SCHOLARSHIPS AND FINANCIAL AID, INCLUDING MERIT AWARDS, TO SUPPORT FAMILIES WHO CANNOT AFFORD FULL TUITION AND TO PROMOTE SOCIO-ECONOMIC DIVERSITY AND ENROLLMENT. NEED-BASED AID IS DETERMINED USING A THIRD-PARTY FINANCIAL AID ASSESSMENT TOOL AND A REVIEW OF SUBMITTED FINANCIAL INFORMATION. AWARDS ARE APPLIED AS CREDITS TO STUDENT ACCOUNTS. ELIGIBILITY IS LIMITED TO U.S. CITIZENS RESIDING IN THE SCHOOL'S REGION, AND TOTAL ASSISTANCE IS PROVIDED IN ACCORDANCE WITH BOARD-ESTABLISHED POLICY. X X 1 1 X X X X 0 1 0 0 0 0 0 0 0 JILL QUIGLEY HEAD OF SCHOOL 449480 0 0 0 0 0 23100 0 38054 0 510634 0 0 0 TAMMI JONES TREASURER/CFO/COO 366445 0 0 0 0 0 43100 0 38052 0 447597 0 0 0 STUART LIGHT DIRECTOR OF JEWISH STUDIES 185943 0 0 0 0 0 10254 0 105773 0 301970 0 0 0 SARAH BETH ESCOBAR PRINCIPAL - LOWER SCHOOL 207242 0 0 0 0 0 12831 0 59987 0 280060 0 0 0 ELISE JILL BLUM PRINCIPAL, MIDDLE/UPPER SC 204392 0 0 0 0 0 14140 0 38044 0 256576 0 0 0 LENNY JACOB MORALES DIRECTOR OF TECHNOLOGY 182217 0 0 0 0 0 12600 0 38023 0 232840 0 0 0 URMI KAR DIRECTOR OF ADVANCEMENT 175296 0 0 0 0 0 11976 0 32469 0 219741 0 0 0 BRYONNA FISCO DIRECTOR OF ADMISSION 170490 0 0 0 0 0 12049 0 18132 0 200671 0 0 0 JOHNATHAN RASTELLO DIRECTOR OF COLLEGE COUNSE 160680 0 0 0 0 0 11025 0 16709 0 188414 0 0 0 PART I, LINE 1A STUART LIGHT, DIRECTOR OF JEWISH STUDIES, RECEIVED A NONTAXABLE HOUSING ALLOWANCE OF $61,490 FOR PARSONAGE DURING 2024 CALENDAR YEAR. THE AMOUNT WAS INCLUDED ON SCH J, PART II, LINE 3, 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. PART I, LINE 4B THE HOS PARTICIPATES IN A 457(F) PLAN STARTING ON 7/1/24. THE DEFERRED AMOUNT IS EARNED ON AN ANNUAL BASIS. SINCE SCHEDULE J PART II REFLECTS THE 2024 CALENDAR YEAR, THE DEFERRED AMOUNT WILL BEGIN TO BE REPORTED IN THE 2025 CALENDAR YEAR. NO DEFFERALS OCCURED FOR 2024. X 1698 X 3 3329 X 6 1760 X MUSICAL INSTRUMENT 1 20000 X GIFTS & EVENT TICKETS 14 3998 0 0 1 0 PART I, COLUMN (B): THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTIONS, NOT THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, SECTION B, LINE 11B COPIES OF FORM 990 ARE PROVIDED TO THE AUDIT & RISK COMMITTEE AND THE CHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICER FOR THEIR REVIEW AND COMMENTS BEFORE THE FINAL VERSION IS COMPLETED AND FILED. A COMPLETE COPY OF THE FINAL VERSION OF FORM 990 IS PROVIDED TO THE BOARD. 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 15,479.