TARBUT V'TORAH COMMUNITY DAY SCHOOL

EIN: 953374189 501(c)(3) Education

IRVINE, CA

Total Revenue
$38,557,320
Total Expenses
$36,631,063
Total Assets
$117,767,471
Net Assets
$89,509,756
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1979
Legal Domicile
CA
Principal Officer
TAMMI JONES
Phone
9495099500
Tax Period
2024-07-01 to 2025-06-30

TARBUT V'TORAH COMMUNITY DAY SCHOOL, founded in 1979, is a mid-sized nonprofit in the Education sector that reported $38.6M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $36.6M left a modest 5% surplus.

Mission

THE ORGANIZATION IS AN INDEPENDENT CO-EDUCATIONAL COLLEGE PREPATORY SCHOOL.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,074,087
Program Service Revenue $33,670,794
Investment Income $1,811,664
Other Revenue $775
TOTAL REVENUE $38,557,320

Expense Breakdown

Grants Paid $5,126,546
Salaries & Benefits $19,875,732
Fundraising Expenses $1,022,691
Program Expenses $29,749,723
Other Expenses $11,628,785
TOTAL EXPENSES $36,631,063

Year-over-Year Comparison

2024 2023 Change
Revenue $38,557,320 $35,565,390 +0.1%
Expenses $36,631,063 $34,224,239 +0.1%
Net Income $1,926,257 $1,341,151 +0.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
13
Independent Members
12
Employees
201
Volunteers
195

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$1,047,572
Total Directors
13
$59,656
Key Employees
2
$536,636
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SUE POLINER LITTMAN TRUSTEE/TEACHER 40.00
Director
$51,876 $7,780 $59,656
MAYER CHEREM BOARD CHAIR 1.00
Officer Director
$0 $0 $0
ALYSE BARON BOARD MEMBER 1.00
Director
$0 $0 $0
LORI CHOZEN BOARD MEMBER 1.00
Director
$0 $0 $0
JEFF KOPSTEIN BOARD MEMBER 1.00
Director
$0 $0 $0
NEIL KRAMER BOARD MEMBER 1.00
Director
$0 $0 $0
BRIAN LEVY BOARD MEMBER 1.00
Director
$0 $0 $0
IZZI NEUFELD BOARD MEMBER 1.00
Director
$0 $0 $0
DARA SORKIN-MICHAELSON BOARD MEMBER 1.00
Director
$0 $0 $0
FRED TAYLOR BOARD MEMBER 1.00
Director
$0 $0 $0
SOMER TEJWANI BOARD MEMBER 1.00
Director
$0 $0 $0
JEFF TOPOREK BOARD MEMBER 1.00
Director
$0 $0 $0
LI YU BOARD MEMBER 1.00
Director
$0 $0 $0
JILL QUIGLEY HEAD OF SCHOOL 40.00
Officer
$449,480 $61,154 $510,634
TAMMI JONES TREASURER/CFO/COO 40.00
Officer
$366,445 $81,152 $447,597
HELENE ANN COULTER SEC./EXEC. ASSISTANT 40.00
Officer
$83,170 $6,171 $89,341
SARAH BETH ESCOBAR PRINCIPAL - LOWER SCHOOL 40.00
Key Emp
$207,242 $72,818 $280,060
ELISE JILL BLUM PRINCIPAL, MIDDLE/UPPER SC 40.00
Key Emp
$204,392 $52,184 $256,576
STUART LIGHT DIRECTOR OF JEWISH STUDIES 40.00
Highest
$185,943 $116,027 $301,970
LENNY JACOB MORALES DIRECTOR OF TECHNOLOGY 40.00
Highest
$182,217 $50,623 $232,840
URMI KAR DIRECTOR OF ADVANCEMENT 40.00
Highest
$175,296 $44,445 $219,741
BRYONNA FISCO DIRECTOR OF ADMISSION 40.00
Highest
$170,490 $30,181 $200,671
JOHNATHAN RASTELLO DIRECTOR OF COLLEGE COUNSE 40.00
Highest
$160,680 $27,734 $188,414
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $38,557,320 $36,631,063 $117,767,471 $1,926,257
2024 $35,565,390 $34,224,239 $112,860,183 $1,341,151
2023 $30,315,770 $30,267,303 $108,744,287 $48,467
2022 $26,744,207 $26,011,956 $105,359,341 $732,251
2021 $24,620,400 $23,425,700 $104,560,863 $1,194,700
2020 $19,176,969 $22,675,173 $94,179,840 $-3,498,204
2019 $25,278,201 $20,958,798 $95,511,472 $4,319,403
2018 $24,214,053 $17,508,355 $90,532,492 $6,705,698
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