2020-05-14T12:27:59-05:00 2019-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2018-07-01 954805188 DE TOLEDO HIGH SCHOOL DETO 8183480048 22622 VANOWEN STREET WEST HILLS CA 91307 DEBORAH SHAPIRO CHIEF OPERATING OFFICER 8183480048 2020-05-11 1 MATTHEW PETROSKI P00853132 9257902600 2020-05-11 34.104.2.3 2020-05-11 17:16:54 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 ACF7EA52F79257D774E2772E2964339222AEE04B 2018 2020-11-19 02:30:22Z DEBORAH SHAPIRO 22622 VANOWEN STREET WEST HILLS CA 91307 21144202 0 X WWW.DTHS.ORG X 2000 CA TO RAISE UP A NEW GENERATION OF JEWISH LEADERS WHOSE LIVES ARE SHAPED BY JEWISH VALUES & TRADITIONS. 21 21 167 165 0 0 1883488 2622379 17685853 18148949 179712 334454 0 -150465 19749053 20955317 3350725 3154581 0 0 10085948 10152233 0 11000 724207 5801535 5725846 19238208 19043660 510845 1911657 41075405 44190746 8422095 9324790 32653310 34865956 THE MISSION OF DE TOLEDO HIGH SCHOOL IS TO RAISE UP A NEW GENERATION OF JEWISH LEADERS FOR WHOM JEWISH VALUES AND TRADITION SHAPE AND GUIDE THEIR VISION, AND FOR WHOM KNOWLEDGE CREATES POSSIBILITIES FOR MORAL ACTION, GOOD CHARACTER AND SHALOM. 0 0 15311581 3154581 18148949 THE LARGEST PROGRAM ACCOMPLISHMENT IS PROVIDING A HIGH LEVEL, COLLEGE PREPATORY, ACADEMIC COURSE OF STUDIES FOR OVER 400 STUDENTS ENSURING THAT ALMOST EVERY STUDENT ATTENDS AN APPROPRIATE COLLEGE, UNIVERSITY, OR POST-HIGH SCHOOL SERVICE ENTERPRISE INCLUDING, BUT NOT EXCLUSIVE TO, THE U.S. MILITARY. THE ACADEMIC PROGRAM SERVICES CHILDREN OF AVERAGE TO EXCEPTIONAL ABILITIES THEREBY ALLOWING IT TO EMBRACE A WIDE RANGE OF STUDENTS IN THE JEWISH COMMUNITY AND THEREBY FULFILLING OUR MISSION OF BEING A TRUE COMMUNITY-MINDED INSTITUTION. 15311581 1 1 0 0 0 0 0 0 1 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 100 0 1 167 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X DEBORAH SHAPIRO 8183480048 22622 VANOWEN STREET WEST HILLS CA 91307 PHILIP DE TOLEDO PRESIDENT 1.00 X X 0 0 0 BRUCE GERSH IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 LINDA LANDAU EXECUTIVE VICE PRESIDENT 1.00 X X 0 0 0 LANCE GORDON SECRETARY 1.00 X X 0 0 0 BRYAN PALBAUM TREASURER 1.00 X X 0 0 0 JEFFREY LEVINE DIRECTOR 1.00 X X 0 0 0 SHARON GERSH VP OF ADVANCEMENT 1.00 X X 0 0 0 KELLIE SINGER VP COMMUNITY AFFAIRS 1.00 X X 0 0 0 LAURA KIEFFER DIRECTOR 1.00 X 0 0 0 JODI PERLMAN DIRECTOR 1.00 X 0 0 0 ALYCE DE TOLEDO DIRECTOR 1.00 X 0 0 0 JEFF LAINER DIRECTOR 1.00 X 0 0 0 JERI COHEN DIRECTOR 1.00 X 0 0 0 MARCIA MANKOFF DIRECTOR 1.00 X 0 0 0 MICHAEL KAPLAN DIRECTOR 1.00 X 0 0 0 RODNEY FREEMAN DIRECTOR 1.00 X 0 0 0 SUSAN HIRSCH WOHL DIRECTOR 1.00 X 0 0 0 JOSH HOLO DIRECTOR 1.00 X 0 0 0 MARK LAINER DIRECTOR 1.00 X 0 0 0 JEFF SKLAR DIRECTOR 1.00 X 0 0 0 WENDY TURNER DIRECTOR 1.00 X 0 0 0 RUSSELL GROSSMAN DIRECTOR (THRU 03/19) 1.00 X 0 0 0 MARK SHPALL HEAD OF SCHOOL 40.00 X 213088 0 24269 DEBORAH SHAPIRO CHIEF OPERATING OFFICER 40.00 X 175495 0 16209 ELLEN HOWARD PRINCIPAL 40.00 X 178418 0 8903 SUZY BOOKBINDER CHIEF ADVANCEMENT OFFICER 40.00 X 152793 0 18842 GREGORY KEER DEAN OF STUDENTS 40.00 X 130817 0 7325 TAMMY SHPALL DEAN OF DEANS 40.00 X 118577 0 6612 YOAV BEN-HORIN DIRECTOR GLOBAL JEWISH EDUCATION 40.00 X 115937 0 7259 SUSAN DERUYTER DIRECTOR OF COLLEGE COUNSELING 40.00 X 114328 0 6522 DAVID MARCUS DIRECTOR OF FACILITIES 40.00 X 110171 0 16643 DR BRUCE POWELL FORMER HEAD OF SCHOOL 40.00 X 204086 0 0 1513710 0 112584 11 1 1 0 ZUMA CANYON CONSTRUCTION PO BOX 6527 MALIBU CA 90264 CONSTRUCTION 413898 ABM JANITORIAL SERVICES INC PO BOX 52609 LOS ANGELES CA 900745799 JANITORIAL SERVICES 381888 BROOKS TRANSPORTATION PO BOX 2111 WINNETKA CA 91396 TRANSPORTATION SERVICE 284865 PROFESSIONAL SECURITY CONSULTANTS 11454 SAN VICENTE BLVD LOS ANGELES CA 90049 SECURITY SERVICES 234143 SECURITAS SECURITY SERVICES USA INC 1055 WILSHIRE BLVD 1600 LOS ANGELES CA 90071 SECURITY SERVICES 148105 8 525982 2096397 2622379 TUITION AND FEES 611600 17555539 17555539 SWIM SCHOOL 611600 379497 379497 STUDENT STORE 611600 119460 119460 MISCELLANEOUS INCOME 611600 61306 61306 THEATRE INCOME 611600 33147 33147 18148949 334454 334454 38420 525982 188885 -150465 -150465 20955317 18148949 0 183989 3154581 3154581 888171 888171 7689337 6749675 587952 351710 292167 239317 37030 15820 684969 651857 12720 20392 597589 473209 100967 23413 19775 19775 18663 18663 11000 11000 30945 30945 117141 73490 40319 3332 244349 112338 83790 48221 189974 142480 37995 9499 1775134 1332830 341043 101261 303816 279068 23625 1123 46319 18989 11572 15758 870120 652590 174024 43506 239864 188922 40694 10248 OTHER EXPENSES 607192 147569 410534 49089 RETREATS 360260 360260 TRANSPORTATION 311940 310515 1425 OUTSIDE LOCATIONS 252511 232676 19835 337843 191215 146628 19043660 15311581 3007872 724207 1160760 4226953 11653999 10954436 1922270 1215361 126847 4505 190610 335470 24956464 4922878 19859009 20033586 6108338 7365063 53572 55372 41075405 44190746 1955180 1754004 6448277 7549761 18638 21025 8422095 9324790 X 22869295 24506156 2969141 2805684 6814874 7554116 32653310 34865956 41075405 44190746 1911657 300989 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 7420681 609954 354362 204574 8180423 7017987 295234 278297 170837 7420681 5407926 1280339 454377 124655 7017987 5652796 224673 52399 521942 5407926 5429115 275130 2275 53724 5652796 0.00000 0.90760 0.09240 1 0 1100000 1100000 9906797 1352368 8554429 11480832 1756564 9724268 23500 23500 0 2445335 1790446 654889 20033586 JCF COMMON COLLECTIVE POOL 7222795 F JCF CHARITABLE PERPETUAL TRUST 142268 F 7365063 X 18101725 300989 -3154581 -2853592 20955317 0 20955317 15889079 -3154581 -3154581 19043660 0 19043660 PART IV, LINE 2B: THE SCHOOL SERVES AS THE AGENT AND HOLDS FUNDS FOR VARIOUS STUDENT ORGANIZATIONS. PART V, LINE 4: THE SCHOOL'S ENDOWMENT CONSISTS OF SEVERAL INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES ONLY DONOR-RESTRICTED ENDOWMENT FUNDS. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP), NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. IN 2009, THE SCHOOL ENTERED INTO AN AGREEMENT TO TRANSFER CERTAIN ASSETS TO THE JEWISH FEDERATION OF GREATER LOS ANGELES (THE "JF") TO ESTABLISH AN ENDOWMENT FUND. THE AGREEMENT COMMITS THE SCHOOL TO PARTICIPATE IN THE JIM JOSEPH FOUNDATION HIGH SCHOOL AFFORDABILITY INITIATIVE ("JJFHSA") THROUGH JUNE 2021. THE JJFHSA INITIATIVE IS INTENDED TO STABILIZE AND INCREMENTALLY INCREASE THE ENROLLMENT OF STUDENTS FROM MIDDLE-INCOME FAMILIES THROUGH PROVIDING TUITION ASSISTANCE AND ASSIST THE SCHOOL IN RAISING ENDOWMENT DOLLARS. THE ENDOWMENT FUND IS MANAGED BY JF AND THE SCHOOL MAY PROVIDE CONSULTATION ON THE INVESTMENT VEHICLE(S). THE SCHOOL'S FUNDS HAVE BEEN INVESTED BY THE JF IN THE JEWISH COMMUNITY FOUNDATION'S COMMON COLLECTIVE POOL. PART X, LINE 2: THE SCHOOL IS A RELIGIOUS 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, 2019 AND 2018, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -3,154,581. PART XII, LINE 2D - OTHER ADJUSTMENTS: FINANCIAL AID -3,154,581. PART V, LINE 1A, COLUMN (C): THE ORGANIZATION'S ENDOWMENT WAS RESTATED AT JUNE 30, 2013 TO INCLUDE CERTAIN RESTRICTED FUNDS THAT HAD NOT BEEN PREVIOUSLY INCLUDED IN ENDOWMENT REPORTING. 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 PUBLICIZES ITS RACIALLY NONDISCRIMINATORY POLICY IN THE LOCAL NEWSPAPER ALONG WITH SEVERAL OTHER LOCAL, INDEPENDENT SCHOOLS. THIS POLICY IS INCLUDED IN THE ADMISSIONS SECTION OF THE SCHOOL'S WEBSITE. GALA 18 564402 525982 38420 35835 72478 7300 73272 564402 525982 38420 35835 72478 7300 73272 188885 -150465 1 FINANCIAL AID 204 3154581 FMV DIRECT CREDIT TO STUDENT ACCOUNT PART I, LINE 2: THE SCHOOL PROVIDES TUITION ASSISTANCE BASED ON DEMONSTRATED NEED. FAMILIES MUST COMPLETE A TUITION ASSISTANCE APPLICATION EVERY ACADEMIC YEAR. EACH APPLICATION IS THEN REVIEWED IN DETAIL BY AN INDEPENDENT TUITION ASSISTANCE COMMITTEE, AND AN AWARD IS MADE ON A NONDISCRIMINATORY BASIS BASED ON THE FINANCIAL INFORMATION PROVIDED. X 0 0 0 0 0 0 0 0 0 MARK SHPALL HEAD OF SCHOOL 207088 0 0 0 6000 0 12500 0 11769 0 237357 0 0 0 DEBORAH SHAPIRO CHIEF OPERATING OFFICER 175495 0 0 0 0 0 8918 0 7291 0 191704 0 0 0 ELLEN HOWARD PRINCIPAL 178418 0 0 0 0 0 8903 0 0 0 187321 0 0 0 SUZY BOOKBINDER CHIEF ADVANCEMENT OFFICER 152793 0 0 0 0 0 8114 0 10728 0 171635 0 0 0 DR BRUCE POWELL FORMER HEAD OF SCHOOL 204086 0 0 0 0 0 0 0 0 0 204086 0 0 0 JORDYN KEIFFER RELATED TO LAURA KEIFFER BOARD MEMBER 47350 SCHOOL EMPLOYEE 0 FORM 990, PART VI, SECTION A, LINE 2 RELATED DIRECTORS: PHIL AND ALYCE DE TOLEDO, BRUCE AND SHARON GERSH, MARK LAINER AND JEFF LAINER. FORM 990, PART VI, SECTION B, LINE 11B AFTER THE CPA FIRM PREPARES THE FORM 990, THE CHIEF OPERATING OFFICER REVIEWS THE FORM 990 IN DETAIL. THEN, THE FULL FORM 990 IS MADE AVAILABLE FOR REVIEW AND APPROVAL BY ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE ASSISTANT TO THE HEAD OF SCHOOL RETAINS SIGNED CONFLICT OF INTEREST POLICY STATEMENTS FOR ALL DIRECTORS. THEY ARE REVIEWED IN DETAIL BY THE CHIEF OPERATING OFFICER. FORM 990, PART VI, SECTION B, LINE 15 THE HEAD OF SCHOOL EVALUATION COMMITTEE CONDUCTS A REVIEW OF THE HEAD OF SCHOOL ON AN ANNUAL BASIS. THIS REVIEW IS PRESENTED TO AND DISCUSSED BY THE BOARD IN A CLOSED EXECUTIVE SESSION. AT THAT TIME, THE EVALUATION COMMITTEE RECOMMENDS COMPENSATION BASED ON THIS REVIEW AND COMPARABLE DATA. THE EMPLOYMENT CONTRACT FOR THE HEAD OF SCHOOL MUST THEN BE RATIFIED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE TO THE PUBLIC. BASIC FINANCIAL DATA IS INCLUDED IN THE SCHOOL'S ANNUAL REPORT. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.