BERNARD ZELL ANSHE EMET DAY SCHOOL: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BERNARD ZELL ANSHE EMET DAY SCHOOL (EIN 36-2166955)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-09
- IRS object ID
- 202531299349303343
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-09T14:57:48-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 CITYPLACE DRIVE SUITE 900 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63141 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362166955 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD ZELL ANSHE EMET DAY SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERN | BusinessNameControlTxt |
| Phone | 7732811858 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3751 NORTH BROADWAY STREET | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60613 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREA GROSTERN | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 7732811858 | PhoneNum |
| Signature | 2025-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER M VACHA | PreparerPersonNm |
| PTIN | P01251998 | PTIN |
| Phone | 3149831200 | PhoneNum |
| Preparation | 2025-04-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANDREA GROSTERN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3751 NORTH BROADWAY STREET | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60613 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,935,433 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BERNARDZELL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | AN INDEPENDENT JEWISH DAY SCHOOL PROVIDING STUDENTS WITH A COMPREHENSIVE GENERAL & JEWISH EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 154 | TotalEmployeeCnt |
| Total Volunteers | 110 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,587,608 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,453,585 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,830,981 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,414,090 | CYProgramServiceRevenueAmt |
| PY Investment Income | $108,794 | PYInvestmentIncomeAmt |
| CY Investment Income | $599,552 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$20,524 | PYOtherRevenueAmt |
| CY Other Revenue | $117,213 | CYOtherRevenueAmt |
| PY Total Revenue | $21,506,859 | PYTotalRevenueAmt |
| CY Total Revenue | $18,584,440 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,744,475 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $25,102,190 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,386,746 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,271,694 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $23,389 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $546,886 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,947,499 | PYOtherExpensesAmt |
| CY Other Expenses | $6,157,914 | CYOtherExpensesAmt |
| PY Total Expenses | $20,102,109 | PYTotalExpensesAmt |
| CY Total Expenses | $43,531,798 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,404,750 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$24,947,358 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $68,102,315 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,999,384 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,008,808 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,842,976 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $55,093,507 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $30,156,408 | NetAssetsOrFundBalancesEOYAmt |
| Mission | BERNARD ZELL IS AN INDEPENDENT JEWISH DAY SCHOOL FOR THE 21ST CENTURY WHERE ACADEMIC PURPOSE, COLLABORATIVE LEARNING, AND A DEEP COMMITMENT TO HUMANITY DEVELOP ENGAGED, CONFIDENT LEARNERS AND COMPASSIONATE LEADERS FOR A STRONGER, MORE VIBRANT COMMUNITY AND WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $40,191,536 | ExpenseAmt |
| Grant | $25,102,190 | GrantAmt |
| Revenue | $14,414,090 | RevenueAmt |
| Desc | FROM EARLY CHILDHOOD THROUGH MIDDLE SCHOOL, BERNARD ZELL ANSHE EMET DAY SCHOOL STRIVES TO INSPIRE STUDENTS TO LOVE LEARNING THROUGH INNOVATIVE TEACHING, HANDS-ON EXPLORATION, AND DISCOVERY. RIGOROUS GENERAL STUDIES AND COMPREHENSIVE JEWISH LEARNING ARE ALWAYS WRAPPED IN THE WARMTH AND VALUES OF A UNIQUE JEWISH COMMUNITY. IN THE 2023 - 2024 SCHOOL YEAR, 388 STUDENTS WERE ENROLLED. | Desc |
| Total Program Service Expenses | $40,191,536 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | Yes (1) | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 91 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 154 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACQUELINE FRIEDMAN | PersonNm |
| Phone | 7732811858 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3751 NORTH BROADWAY STREET | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60613 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ANDREA GROSTERN | ||||||||
| CHAIR | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RACHEL GELLER | ||||||||
| TREASURER | 10.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ALLYSON BECKER | ||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SHERYL BELLICK | ||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBORAH COOPER | ||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ADAM DEWITT | ||||||||
| BOARD MEMBER | 4.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BEN ELLIS | ||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DANA HIRT | ||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| TAMAR JACOBY | ||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| AVI JOSEFSON | ||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL KAUFMAN | ||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LYNNE LEVEY | ||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MIRIAM LICHSTEIN | ||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL LUFRANO | ||||||||
| BOARD MEMBER | 4.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JESSICA MALKIN | ||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID MANN | ||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL MASTERS | ||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREA MUCHIN | ||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL PUCKER | ||||||||
| BOARD MEMBER | 4.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHARON ROSENBERG | ||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NATHANIEL SAGER | ||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOEL SIRCUS | ||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREA SOLOW | ||||||||
| BOARD MEMBER | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY WEISSERMAN | ||||||||
| HEAD OF SCHOOL | 50.00 | 1.00 | Yes (X) | $393,883 | $0 | $50,922 | ||
| BARBARA VIJUK | ||||||||
| CHIEF OPERATING OFFICER | 50.00 | 1.00 | Yes (X) | $209,090 | $0 | $11,122 | ||
| SARAH FORNERO | ||||||||
| ASSISTANT HEAD OF SCHOOL | 40.00 | 0.00 | $176,173 | $0 | $18,447 | Yes (X) | ||
| ABIGAIL ALONI MOROH | ||||||||
| HEAD OF EARLY CHILDHOOD | 40.00 | 0.00 | $132,698 | $0 | $33,974 | Yes (X) | ||
| MATTHEW TOBIAS | ||||||||
| DIRECTOR OF SECURITY | 40.00 | 0.00 | $152,248 | $0 | $8,616 | Yes (X) | ||
| ANDREW GRABOWSKI | ||||||||
| DIRECTOR OF TECHNOLOGY | 40.00 | 0.00 | $124,413 | $0 | $9,494 | Yes (X) | ||
| KAREN LEAVITT | ||||||||
| HEAD OF LOWER SCHOOL | 40.00 | 0.00 | $138,036 | $0 | $13,285 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,326,541 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $145,860 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SAGE DINING SERVICES | |||||
| 1402 YORK RD | LUTHERVILLE | MD | 21093 | FOOD SERVICE | $828,918 |
| IMPERIAL SERVICE SYSTEMS | |||||
| PO BOX 2938 | GLEN ELLYN | IL | 60138 | CLEANING SERVICES | $179,522 |
| NATIONAL RAMAH COMMISSION | |||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | TRAVELING SERVICES | $128,211 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $148,059 | FundraisingAmt |
| Related Organizations | $1,156,669 | RelatedOrganizationsAmt |
| Government Grants | $65,728 | GovernmentGrantsAmt |
| All Other Contributions | $2,083,129 | AllOtherContributionsAmt |
| Noncash Contributions | $178,017 | NoncashContributionsAmt |
| Total Contributions | $3,453,585 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION & FEES | Desc |
| Business | 611110 | BusinessCd |
| Total Revenue Column | $14,414,090 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,414,090 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,414,090 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $599,843 | TotalRevenueColumnAmt |
| Exclusion | $599,843 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $39,930 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $39,930 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,930 | TotalRevenueColumnAmt |
| Exclusion | $39,930 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $271,376 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $271,667 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$291 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$291 | TotalRevenueColumnAmt |
| Exclusion | -$291 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $142,768 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $148,059 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $79,326 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63,442 | TotalRevenueColumnAmt |
| Exclusion | $63,442 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $13,841 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,841 | TotalRevenueColumnAmt |
| Exclusion | $13,841 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,584,440 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,414,090 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $716,765 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,463,258 | TotalAmt |
| Program Services | $23,463,258 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,638,932 | TotalAmt |
| Program Services | $1,638,932 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $687,574 | TotalAmt |
| Program Services | $92,814 | ProgramServicesAmt |
| Management And General | $501,946 | ManagementAndGeneralAmt |
| Fundraising | $92,814 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,417,634 | TotalAmt |
| Program Services | $7,375,475 | ProgramServicesAmt |
| Management And General | $816,813 | ManagementAndGeneralAmt |
| Fundraising | $225,346 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $451,271 | TotalAmt |
| Program Services | $387,498 | ProgramServicesAmt |
| Management And General | $50,179 | ManagementAndGeneralAmt |
| Fundraising | $13,594 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,089,814 | TotalAmt |
| Program Services | $1,751,502 | ProgramServicesAmt |
| Management And General | $308,613 | ManagementAndGeneralAmt |
| Fundraising | $29,699 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $625,401 | TotalAmt |
| Program Services | $510,552 | ProgramServicesAmt |
| Management And General | $92,670 | ManagementAndGeneralAmt |
| Fundraising | $22,179 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,053 | TotalAmt |
| Management And General | $25,053 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,778 | TotalAmt |
| Management And General | $69,778 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,257 | TotalAmt |
| Management And General | $1,257 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,308 | TotalAmt |
| Program Services | $143,781 | ProgramServicesAmt |
| Management And General | $163,699 | ManagementAndGeneralAmt |
| Fundraising | $13,828 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,590 | TotalAmt |
| Management And General | $36,619 | ManagementAndGeneralAmt |
| Fundraising | $1,971 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,962 | TotalAmt |
| Program Services | $51,251 | ProgramServicesAmt |
| Management And General | $47,138 | ManagementAndGeneralAmt |
| Fundraising | $3,573 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,792 | TotalAmt |
| Program Services | $297,801 | ProgramServicesAmt |
| Management And General | $54,054 | ManagementAndGeneralAmt |
| Fundraising | $12,937 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,509,670 | TotalAmt |
| Program Services | $1,342,148 | ProgramServicesAmt |
| Management And General | $151,054 | ManagementAndGeneralAmt |
| Fundraising | $16,468 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46 | TotalAmt |
| Fundraising | $46 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,940 | TotalAmt |
| Program Services | $64,901 | ProgramServicesAmt |
| Management And General | $15,830 | ManagementAndGeneralAmt |
| Fundraising | $5,209 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,531 | TotalAmt |
| Management And General | $9,538 | ManagementAndGeneralAmt |
| Fundraising | $12,993 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,086,430 | TotalAmt |
| Program Services | $874,681 | ProgramServicesAmt |
| Management And General | $169,086 | ManagementAndGeneralAmt |
| Fundraising | $42,663 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,762 | TotalAmt |
| Program Services | $96,952 | ProgramServicesAmt |
| Management And General | $17,598 | ManagementAndGeneralAmt |
| Fundraising | $4,212 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPLIES AND FOOD | $1,159,946 | $1,004,741 | $135,268 | $19,937 |
| SECURITY | $765,062 | $624,565 | $113,365 | $27,132 |
| STUDENT ACTIVITIES | $384,458 | $384,458 | ||
| RECRUITMENT | $38,757 | $31,640 | $5,743 | $1,374 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,572 | TotalAmt |
| Program Services | $54,586 | ProgramServicesAmt |
| Management And General | $8,075 | ManagementAndGeneralAmt |
| Fundraising | $911 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,531,798 | TotalAmt |
| Program Services | $40,191,536 | ProgramServicesAmt |
| Management And General | $2,793,376 | ManagementAndGeneralAmt |
| Fundraising | $546,886 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,875,941 | BOYAmt |
| EOY | $7,368,475 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,819,866 | BOYAmt |
| EOY | $585,196 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,087 | BOYAmt |
| EOY | $51,668 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $287,965 | BOYAmt |
| EOY | $315,989 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $39,355,484 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,122,534 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,898,894 | BOYAmt |
| EOY | $28,232,950 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,480 | BOYAmt |
| EOY | $14,222 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,166,082 | BOYAmt |
| EOY | $6,430,884 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,102,315 | BOYAmt |
| EOY | $42,999,384 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,616,367 | BOYAmt |
| EOY | $1,264,874 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,226,359 | BOYAmt |
| EOY | $5,147,218 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,166,082 | BOYAmt |
| EOY | $6,430,884 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,008,808 | BOYAmt |
| EOY | $12,842,976 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,474,034 | BOYAmt |
| EOY | $28,618,625 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,619,473 | BOYAmt |
| EOY | $1,537,783 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,093,507 | BOYAmt |
| EOY | $30,156,408 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,102,315 | BOYAmt |
| EOY | $42,999,384 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$24,947,358 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $11,709 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,450 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,332,835 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,305,603 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,568,824 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,587,608 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,453,585 | CurrentTaxYearAmt |
| Total | $24,248,455 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,332,835 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,305,603 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,568,824 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,587,608 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,453,585 | CurrentTaxYearAmt |
| Total | $24,248,455 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,491,591 | SubstantialContributorsTotAmt |
| Public Support Total170 | $19,756,864 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $56,995 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,575 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,535 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $126,165 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $639,773 | CurrentTaxYearAmt |
| Total | $828,043 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $119,250 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $107,950 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,444 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $77,283 | CurrentTaxYearAmt |
| Total | $343,927 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $25,420,425 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $73,908,069 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.77720 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75860 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,102,752 | OtherCostOrOtherBasisAmt |
| Book Value | $8,102,752 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $29,090,593 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,852,775 | DepreciationAmt |
| Book Value | $19,237,818 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $640,521 | OtherCostOrOtherBasisAmt |
| Depreciation | $296,241 | DepreciationAmt |
| Book Value | $344,280 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,264,242 | OtherCostOrOtherBasisAmt |
| Depreciation | $879,918 | DepreciationAmt |
| Book Value | $384,324 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $257,376 | OtherCostOrOtherBasisAmt |
| Depreciation | $93,600 | DepreciationAmt |
| Book Value | $163,776 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $28,232,950 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACTUAL TUITION AND FEES RECEIVABLE | Desc |
| Book Value | $6,430,884 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $6,430,884 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRACTUAL UNEARNED TUITION AND FEES | Desc |
| Amt | $6,430,884 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,430,884 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FOOTNOTE FROM THE CONSOLIDATED FINANCIAL STATEMENTS FOR BERNARD ZELL ANSHE EMET DAY SCHOOL AND BERNARD ZELL ANSHE EMET DAY SCHOOL ENDOWMENT FUND: BOTH THE SCHOOL AND THE ENDOWMENT CORPORATION ARE TAX-EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THERE ARE NO PROVISIONS FOR INCOME TAXES. BERNARD ZELL HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2024, BERNARD ZELL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. | ExplanationTxt |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE ORGANIZATION'S NONDISCRIMINATORY POLICY IS PUBLISHED IN NEWSPAPER ADVERTISING, BROCHURES AND ALSO ON THE ORGANIZATION'S WEBSITE. |
| SCHEDULE E, PART I, LINE 6 | DURING THE CURRENT FISCAL YEAR, THE ORGANIZATION RECEIVED FUNDING FROM THE FEDERAL EMERGENCY MANAGEMENT AGENCY (FEMA) UNDER THE NONPROFIT SECURITY GRANT PROGRAM (NSGP). THE NSGP PROVIDES FUNDING SUPPORT FOR PHYSICAL SECURITY ENHANCEMENTS FOR NONPROFIT ORGANIZATIONS AND TO PROMOTE EMERGENCY PREPAREDNESS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DINNER AUCTION | Event1Nm |
| Gross Receipts Event1 | $290,827 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $148,059 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $142,768 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $39,205 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $4,400 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $35,721 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $290,827 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $148,059 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $142,768 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $39,205 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $4,400 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $35,721 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $79,326 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $63,442 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD ZELL ANSHE EMET DAY SCHOOL ENDOWMENT FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3751 NORTH BROADWAY STREET | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60613 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 366124627 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $23,463,258 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | GRANT TO THE ENDOWMENT FUND | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | FINANCIAL AID | GrantTypeTxt |
| Recipient | 119 | RecipientCnt |
| Non Cash Assistance | $1,638,932 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | DIRECT CREDIT TO STUDENT ACCOUNT | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | BERNARD ZELL USES AN OBJECTIVE, THIRD PARTY VENDOR TO COLLECT TUITION ASSISTANCE DATA, EVALUATE RESULTS AND ADVISE ON AWARD DETERMINATIONS. THE BERNARD ZELL TUITION ASSISTANCE COMMITTEE PERFORMS A BLIND REVIEW OF THE DATA AND MAKES ANNUAL NEED-BASED AWARDS TO DESERVING STUDENTS AND FAMILIES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GARY WEISSERMAN | ||||||||||||||
| HEAD OF SCHOOL | $352,883 | $0 | $0 | $0 | $41,000 | $0 | $16,500 | $0 | $34,422 | $0 | $444,805 | $0 | $0 | $0 |
| BARBARA VIJUK | ||||||||||||||
| CHIEF OPERATING OFFICER | $209,090 | $0 | $0 | $0 | $0 | $0 | $10,454 | $0 | $668 | $0 | $220,212 | $0 | $0 | $0 |
| SARAH FORNERO | ||||||||||||||
| ASSISTANT HEAD OF SCHOOL | $176,173 | $0 | $0 | $0 | $0 | $0 | $9,135 | $0 | $9,312 | $0 | $194,620 | $0 | $0 | $0 |
| ABIGAIL ALONI MOROH | ||||||||||||||
| HEAD OF EARLY CHILDHOOD | $132,698 | $0 | $0 | $0 | $0 | $0 | $14,127 | $0 | $19,847 | $0 | $166,672 | $0 | $0 | $0 |
| MATTHEW TOBIAS | ||||||||||||||
| DIRECTOR OF SECURITY | $152,248 | $0 | $0 | $0 | $0 | $0 | $7,948 | $0 | $668 | $0 | $160,864 | $0 | $0 | $0 |
| KAREN LEAVITT | ||||||||||||||
| HEAD OF LOWER SCHOOL | $138,036 | $0 | $0 | $0 | $0 | $0 | $12,617 | $0 | $668 | $0 | $151,321 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE HEAD OF SCHOOL'S COMPENSATION INCLUDES A HOUSING ALLOWANCE PROVISION. THIS BENEFIT IS INCLUDED IN TAXABLE COMPENSATION. | ExplanationTxt |
Schedule L IRS990ScheduleL
Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $63,300 | CashGrantAmt |
| Type Of Assistance | FINANCIAL AID | TypeOfAssistanceTxt |
| Assistance Purpose | NEED-BASED | AssistancePurposeTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $89,848 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | PUBLICLY TRADED EXCHANGE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | FURN. & EQUIP. | Desc |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $88,169 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | COMPARABLE SALES | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE ORGANIZATION IS LISTING THE NUMBER OF CONTRIBUTORS. |
| PART I, LINE 32B: | THE ORGANIZATION USES A MOBILE WEBSITE TO HOST THE AUCTION AT ITS FUNDRAISING EVENTS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE DIRECTOR OF FINANCE INSPECTS THE FORM 990 AND REVIEWS IT WITH THE HEAD OF SCHOOL AND THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS, COMPARING THE TAX RETURN WITH INTERNAL RECORDS. THE RETURN IS THEN SHARED WITH THE BOARD OF DIRECTORS IN ADVANCE OF FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EMPLOYEES, OFFICERS, BOARD MEMBERS AND THEIR FAMILY MEMBERS ARE COVERED UNDER THE CONFLICT-OF-INTEREST POLICY. BOARD MEMBERS SIGN A CONFLICT OF INTEREST DISCLOSURE ANNUALLY. PARTIES WITH POTENTIAL CONFLICTS ARE REQUIRED TO DISCLOSE THE CIRCUMSTANCES TO THEIR SUPERVISOR OR THE BOARD CHAIR, WHO DETERMINES WHETHER A DISCUSSION WITH THE AUDIT COMMITTEE, THE EXECUTIVE COMMITTEE, OR THE FULL BOARD IS WARRANTED IN ORDER TO DECIDE IF A CONFLICT OF INTEREST EXISTS. IF A CONFLICT EXISTS AT THE BOARD LEVEL, THE INTERESTED BOARD MEMBER CANNOT PARTICIPATE DURING DISCUSSION AND VOTING ON THE AFFECTED MATTER. ALL OTHER PARTIES WITH CONFLICTS MUST REFRAIN FROM ANY ACTION RELATED TO THE ORGANIZATION'S PARTICIPATION IN THE AFFECTED MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD PREPARES AND APPROVES A MUTLI-YEAR WRITTEN CONTRACT DETAILING THE COMPENSATION OF THE HEAD OF SCHOOL. THE COMPENSATION AMOUNT IS DETERMINED IN PART USING INDUSTRY SURVEYS AND PUBLIC FILINGS OF SIMILAR ORGANIZATIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | BAD DEBT EXPENSE -1,450. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD ZELL ANSHE EMET DAY SCHOOL ENDOWMENT FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3751 NORTH BROADWAY STREET | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60613 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366124627 | EIN |
| Primary Activities | SUPPORT BERNARD ZELL ANSHE EMET DAY SCHOOL | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 12A, TYPE 1 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD ZELL ANSHE EMET DAY SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BERNARD ZELL ANSHE EMET DAY SCHOOL ENDOWMENT FUND | ||
| B | $23,463,258 | FMV |
| BERNARD ZELL ANSHE EMET DAY SCHOOL ENDOWMENT FUND | ||
| C | $1,156,669 | FMV |