2018-05-14T11:16:39-05:00 2017-06-30 946214841 Armanino LLP 12657 Alcosta Blvd Ste 500 San Ramon CA 945834600 990 2016-07-01 954805188 De Toledo High School DETO 8183480048 22622 Vanowen Street West Hills CA 91307 Deborah Shapiro Chief Operating Officer 8183480048 2018-05-11 1 Katy Brown P00650274 9257902600 2016 2022-09-23 18:48:47Z Deborah Shapiro 22622 Vanowen Street West Hills CA 91307 20461199 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. 25 25 169 165 0 0 4115892 3354686 16163723 16810107 38013 70407 0 0 20317628 20235200 3280045 3275825 0 0 8940248 9610587 0 0 903995 5322403 5058453 17542696 17944865 2774932 2290335 40198648 40398895 11016763 8495924 29181885 31902971 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 12378571 3275825 16810107 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. 12378571 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 0 0 0 0 0 0 0 0 0 0 0 1 87 0 1 169 1 0 0 0 0 0 1 1 0 0 0 0 X 25 25 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 Bruce Gersh President 1.00 X X 0 0 0 Harold Masor Executive VP 1.00 X X 0 0 0 Philip de Toledo Treasurer 1.00 X X 0 0 0 Linda Landau Secretary/Community Affairs VP 1.00 X X 0 0 0 Jeffrey Levine Immediate Past President 1.00 X X 0 0 0 Jodi Perlman Advancement VP 1.00 X 0 0 0 Dana Klitzner Parent Org President 1.00 X 0 0 0 Laura Kieffer Parent Org President 1.00 X 0 0 0 Alyce de Toledo Director 1.00 X 0 0 0 Bryan Palbaum Director 1.00 X 0 0 0 Earl Greinetz Director 1.00 X 0 0 0 Elana Zimmerman Director 1.00 X 0 0 0 Ellie Lainer 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 Judy Levin Director 1.00 X 0 0 0 Kellie Singer Director 1.00 X 0 0 0 Lance Gordon Director 1.00 X 0 0 0 Marcia Weiner 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 Russell Grossman Director 1.00 X 0 0 0 Sarah Emanuel Director 1.00 X 0 0 0 Scott Zimmerman Director 1.00 X 0 0 0 Susan Hirsch Wohl Director 1.00 X 0 0 0 Dr Bruce Powell Head of School 40.00 X 360000 0 34829 Deborah Shapiro Chief Operating Officer 40.00 X 156048 0 17828 Ellen Howard Principal 40.00 X 167140 0 8861 Matthew Vacca Academic Coordinator 40.00 X 140386 0 6150 Suzy Bookbinder Director of Advancement 40.00 X 135445 0 19464 Mark Shpall Dean of Students 40.00 X 117812 0 24227 Yoav Ben-Horin Dir. of Global Jewish Ed. 40.00 X 110935 0 5884 1187766 0 117243 11 0 1 0 Securitas Security Services USA Inc File 57220 Los Angeles CA 900747220 Security Services 398349 ABM Janitorial Services Inc PO Box 745799 Los Angeles CA 900745799 Janitorial Services 392738 Brooks Transportation PO Box 2111 Winnetka CA 91396 Transportation Service 289139 EMCOR Services 2 Cromwell Irvine CA 92618 Electrical Service 244629 Etgar Inc PO Box 2212 Decatur GA 30031 Travel Services 241938 10 846024 2508662 3354686 Tuition and Fees 611600 16346873 16346873 Swim School 611600 348682 348682 Student Store 611600 108936 108936 Theatre Income 611600 5616 5616 16810107 70407 70407 225999 846024 225999 0 20235200 16810107 0 70407 3275825 3275825 529284 529284 7504911 6288110 823798 393003 308387 191200 98684 18503 735900 702131 31045 2724 532105 416604 92874 22627 54176 54176 24514 24514 248292 144518 68492 35282 65535 2239 34157 29139 375811 189016 133413 53382 202314 18185 177729 6400 1481887 17230 1461697 2960 520235 511036 3219 5980 16348 9513 4705 2130 57175 6110 35553 15512 839738 839738 117671 117671 Miscellaneous 395850 151449 131550 112851 Retreats 344757 344757 Outside Locations 314150 110648 203502 17944865 12378571 4662299 903995 3306073 1531041 5807938 9862832 6836930 3585164 87412 109116 76563 169406 23644336 3128469 20109588 20515867 3922638 4571897 51506 53572 40198648 40398895 1556912 1850146 6447581 6613016 29302 32762 2982968 11016763 8495924 X 17175364 22336392 6757220 3036939 5249301 6529640 29181885 31902971 40198648 40398895 2290335 430751 0 X X 1 X 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 5407926 1280339 454377 124655 7017987 5652796 224673 52399 521942 5407926 5429115 275130 2275 53724 5652796 4371542 793216 264357 5429115 1411221 272129 118514 1801864 0.00000 0.93040 0.06960 1 0 1100000 1100000 9906797 990680 8916117 10729096 1042619 9686477 23500 23500 0 1884943 1071670 813273 20515867 JCF Common Collective Pool 4432467 F JCF Charitable Perpetual Trust 139430 F 4571897 X 17390126 430751 -3275825 -2845074 20235200 0 20235200 14669040 -3275825 -3275825 17944865 0 17944865 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, 2017 and 2016, the School does not have any significant uncertain tax positions. Part XI, Line 2d - Other Adjustments: Financial Aid -3,275,825. Part XII, Line 2d - Other Adjustments: Financial Aid -3,275,825. 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 0 0 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. Schedule E, Part I, Line 4 The school does not make admissions, hiring, or financial aid decisions based on race, and this information is purposely not asked or recorded in student and employee applications and records. Gala 17 1072023 846024 225999 800 176415 6035 42749 1072023 846024 225999 800 176415 6035 42749 225999 0 1 Financial Aid 204 3275825 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 Dr Bruce Powell Head of School 360000 0 0 0 0 0 13500 0 21329 0 394829 0 0 0 Deborah Shapiro Chief Operating Officer 156048 0 0 0 0 0 8195 0 9633 0 173876 0 0 0 Ellen Howard Principal 167140 0 0 0 0 0 8195 0 666 0 176001 0 0 0 Suzy Bookbinder Director of Advancement 135445 0 0 0 0 0 6000 0 13464 0 154909 0 0 0 Form 990, Part VI, Section A, line 2 Board members Elana and Scott Zimmerman are married. Board members Jeff Lainer and Ellie Lainer have a family relationship. 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.