2019-05-13T15:28:35-05:00 2018-06-30 341900735 CBIZ MHM OF FLORIDA LLC 2255 GLADES ROAD SUITE 321A BOCA RATON FL 33431 990 2017-07-01 651129890 DONNA KLEIN JEWISH ACADEMY INC DONN 5618523300 9701 DONNA KLEIN BOULEVARD BOCA RATON FL 33428 NORMA BROWN CHIEF FINANCIAL OFFICER 5618523300 2019-05-13 1 MICHAEL FISHER P01243324 5619945050 23.31.34.73 2019-05-13 10:12:47 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 5ECFB6418C87398E863BB0A40DE60428ABF57F24 2017 2019-02-21 02:37:17Z GENEVIEVE MENAGED 9701 DONNA KLEIN BOULEVARD BOCA RATON FL 33428 14826006 0 X WWW.DKJA.ORG X 2001 FL MISSION: TO EDUCATE OUR CHILDREN AND THE GREATER DKJA COMMUNITY TO BE KNOWLEDGEABLE AND RESPONSIBLE CITIZENS OF THE WORLD COMMITTED TO JEWISH VALUES AND LIFELONG LEARNING. 20 20 171 16 0 0 977234 1041066 13078156 13591166 31886 69204 -11698 5646 14075578 14707082 3134707 3331947 0 0 7679796 8327227 0 0 573702 3978726 3912653 14793229 15571827 -717651 -864745 6317601 5525082 4581626 4527388 1735975 997694 X DONNA KLEIN JEWISH ACADEMY PROVIDES A CHALLENGING GENERAL AND JUDAIC STUDIES PROGRAM INTEGRATED WITH THE ARTS, TECHNOLOGY, AND ATHLETICS FROM KINDERGARTEN THROUGH 12TH GRADE. A FACULTY AND STUDENT BODY THAT SHARE MUTUAL RESPECT AND A LOVE OF LEARNING. A COMMITMENT TO THE PERPETUATION OF THE JEWISH PEOPLE AND THE STATE OF ISRAEL. A FOCUS ON TIKKUN OLAM: REPAIRING THE WORLD THROUGH COMMUNITY SERVICE.AN INDESCRIBABLE FEELING OF COMMUNITY, WARMTH, ENERGY, AND EXCITEMENT; A SENSE OF BEING BOTH AT HOME AND IMMERSED IN THE LARGER WORLD. 0 0 8969575 2643918 8649759 GENERAL STUDIES - FROM ELEMENTARY SCHOOL THROUGH HIGH SCHOOL, ACADEMIC DISCIPLINES ARE WOVEN TOGETHER AT DKJA TO PROVIDE A COMPREHENSIVE EDUCATION ENCOMPASSING LIBERAL ARTS AND FINE ARTS, WORLD CULTURES, CURRENT AFFAIRS, LITERATURE, AND JUDAIC STUDIES.THIS APPROACH PROVIDES CONTEXT, RELEVANCE, AND AN UNDERSTANDING OF THE COMPLEX RELATIONSHIPS BETWEEN THE DIVERSE ARRAY OF KNOWLEDGE AND THE MANY DIFFERENT PEOPLE OF THE WORLD. OUR CURRICULUM IS INTEGRATED THROUGH HANDS-ON INTERACTION THAT ENCOURAGES PARTICIPATION IN GROUP PROJECTS, AS WELL AS INDEPENDENT THINKING AND CREATIVITY. 1922052 660980 1853520 JUDAIC STUDIES - OUR JEWISH VALUES AND PHILOSOPHY OF LIVING LAY THE FOUNDATION FOR A UNIQUE UNDERSTANDING THAT BRINGS RICHNESS, CONTINUITY, AND BEAUTY TO EVERY ASPECT OF LIFE.AT DONNA KLEIN JEWISH ACADEMY, JEWISH LIVING, LEARNING AND ACADEMIC ACHIEVEMENT PERMEATE THE ENTIRE EDUCATIONAL EXPERIENCE. CONNECTING TO ISRAEL IS AN INVALUABLE COMPONENT OF THE DKJA CURRICULUM. STUDENTS IN UPPER GRADE LEVELS HAVE THE OPPORTUNITY TO VISIT AND STUDY IN OUR HOMELAND, ISRAEL.FROM THE MOST ANCIENT TRADITIONS AND THE WISDOM OF THE TORAH, TO LEARNING OF MODERN HEBREW AS IT IS SPOKEN IN PRESENT-DAY ISRAEL. 402148 0 0 TECHNOLOGY - AT DKJA YOU'LL FIND TECHNOLOGY INTEGRATED INTO EVERY ASPECT OF THE EDUCATIONAL PROCESS, MAKING LEARNING MORE EFFECTIVE WHILE TEACHING STUDENTS THE SKILLS THEY'LL NEED FOR SUCCESS IN TODAY'S WORLD.THE CLAIRE AND EMANUEL G ROSENBLATT TECHNOLOGY PROGRAM K-12, WHICH INCLUDES SMART BOARD INTERACTIVE WHITEBOARDS IN EVERY CLASSROOM, AS WELL AS AN INTEGRATED SCHOOL-WIDE COMPUTER NETWORK, BUILDS STUDENTS' SKILLS AND FACILITATES COLLABORATION. TRUE INTEGRATION OF TECHNOLOGY IN EVERY CLASSROOM ENABLES STUDENTS AND TEACHERS TO SHARE IDEAS AND RESOURCES IN A DIGITAL ENVIRONMENT WHILE KEEPING ABREAST OF AND IMPLEMENTING CUTTING-EDGE DEVELOPMENTS. 1370485 27049 3166510 VARIOUS OTHER PROGRAMS & SERVICES 1370485 27049 3166510 12664260 1 1 0 0 0 0 0 0 0 1 1 1 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 0 0 0 0 0 1 0 0 0 1 50 0 1 171 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 1 0 0 FL X NORMA BROWN 5618523300 9701 DONNA KLEIN BOULEVARD BOCA RATON FL 33428 GENEVIEVE MENAGED SECRETARY, IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 JEFFREY L KLEIN VICE PRESIDENT 1.00 X X 0 0 0 SHELLEY GOLD PRESIDENT 1.00 X X 0 0 0 TALIA KLEIN VICE PRESIDENT 1.00 X X 0 0 0 ERIC LIPSON TRUSTEE 1.00 X 0 0 0 LESLEY ZAFRAN TRUSTEE 1.00 X 0 0 0 PATTY BECK TRUSTEE 1.00 X 0 0 0 ELIZABETH A DUNN TRUSTEE 1.00 X 0 0 0 SHIRLEY ENSELBERG TRUSTEE 1.00 X 0 0 0 ROBERT GREENBERG TRUSTEE 1.00 X 0 0 0 MYRNA GROSS TRUSTEE 1.00 X 0 0 0 SHELLY GROSS TRUSTEE 1.00 X 0 0 0 DR SHARI HIER TRUSTEE 1.00 X 0 0 0 CARYN SIPERSTEIN KLEIN TRUSTEE 1.00 X 0 0 0 NATALIE LEDER VICE PRESIDENT 1.00 X X 0 0 0 DR XIMENA LEVY TRUSTEE 1.00 X 0 0 0 JONATHAN SCHWARTZ TREASURER 1.00 X 0 0 0 JULIE WEINSTEIN TRUSTEE 1.00 X 0 0 0 RITA SEIFF TRUSTEE 1.00 X 0 0 0 GLORIA BERGER TRUSTEE 1.00 X 0 0 0 HELENA LEVINE HEAD OF SCHOOL 45.00 X 166147 0 0 SHARON KAMBER ASSOCIATE HEAD OF SCHOOL 45.00 X 110923 0 0 NORMA BROWN CHIEF FINANCIAL OFFICER 40.00 X 115306 0 15617 MARSHALL LESACK RABBI, PRINCIPAL 9-12 60.00 X 123007 0 1022 JILL SHOSHANY PRINCIPAL K-8 40.00 X 103299 0 0 618682 0 16639 5 0 1 0 FLIK COMPASS GROUP USA PO BOX 50196 LOS ANGELES CA 900740196 FOOD SERVICE 396702 BLACKBAUD INC PO BOX 930256 ATLANTA GA 311930256 CLOUD SOFTWARE 212220 EDUCATIONAL ENCOUNTERS INTERNATIONAL INC 1100 CHESTNUT RIDGE ROAD MONTVALE NJ 07645 TOUR PROVIDER 187030 3 1041066 1041066 TUITION AND FEES 611110 12356798 12356798 STUDENT ACTIVITIES 611110 1234368 1234368 13591166 20947 20947 48257 0 48257 48257 48257 62283 87003 -24720 -24720 62287 31921 30366 30366 14707082 13669789 0 -3773 X 3331947 3331947 618682 470198 117550 30934 6426362 4874316 1220095 331951 781536 593443 168084 20009 500647 385961 86848 27838 40793 40793 48550 48550 7899 7899 279214 124294 144050 10870 88589 39024 23354 26211 243076 109210 106785 27081 1050200 895814 105020 49366 233352 198349 23335 11668 51415 43702 5142 2571 FOOD 382896 355552 19176 8168 FIELD TRIPS 356304 356304 BAD DEBTS 260811 216372 44439 CLASSROOM SUPPLIES 197857 194214 3435 208 671697 475560 169310 26827 15571827 12664260 2333865 573702 3745 4170 2188761 1309814 93284 229096 415442 459978 79798 89728 24830 30194 185919 242570 3594711 1703812 2012557 1890899 1288035 1268403 25230 230 6317601 5525082 1169638 1194018 3254347 3198087 157641 135283 4581626 4527388 X -104709 -748324 564874 470208 1275810 1275810 1735975 997694 6317601 5525082 X -864745 -14576 48535 92505 X X 0 1 X 1 0 X 1433546 38123 39185 1432484 1357377 61475 49090 34396 1433546 1399375 10914 -18417 34495 1357377 1367388 48467 31305 47785 1399375 1245317 222071 100000 1367388 0.89060 0.10940 0 1 1 1145024 1145024 1077399 755307 322092 1071042 769242 301800 301246 179263 121983 1890899 INVESTMENTS 103038 C DEFERRED COMPENSATION PLAN 135283 C RESTRICTED FOR LONG TERM INVESTMENT 1030082 C 1268403 DEFERRED COMPENSATION 135283 135283 X 12075397 -14576 555278 167459 708161 11367236 3339846 3339846 14707082 12813678 555278 26419 581697 12231981 3339846 3339846 15571827 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE SCHOOL'S MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE SCHOOL AND RECOGNIZE A TAX LIABILITY IF THE SCHOOL HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE ("IRS"). MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE SCHOOL, AND HAS CONCLUDED THAT AS OF JUNE 30, 2018, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 87,003. SHUK COGS 31,921. IN-KIND CONTRIBUTIONS 48,535. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,379,147. FINANCIAL AID - FIELD TRIPS 27,049. TUITION REIMBURSEMENTS 925,751. ADMINISTRATION FEE 7,899. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 87,003. SHUK COGS 31,921. PROVISION FOR UNCOLLECTIBLE RECEIVABLES -92,505. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,379,147. FINANCIAL AID - FIELD TRIPS 27,049. TUITION REIMBURSEMENTS 925,751. ADMINISTRATION FEE 7,899. PART XII, LINE 4B FINANCIAL AID TOTALING $2,379,147 WAS SHOWN ON THE AUDITED STATEMENT OF ACTIVITIES AS A NET REDUCTION OF TUITION REVENUE. THIS AMOUNT WAS INCLUDED ON FORM 990 ON THE STATEMENT OF FUNCTIONAL EXPENSES IN PART IX. TUITION REMISSIONS & DISCOUNTS TOTALING $925,751 WAS SHOWN ON THE AUDITED STATEMENT OF ACTIVITIES AS A NET REDUCTION OF TUITION REVENUE. THIS AMOUNT WAS INCLUDED ON FORM 990 ON THE STATEMENT OF FUNCTIONAL EXPENSE ON PART IX. SPECIAL EVENTS TOTALING $87,003 WAS INCLUDED ON THE AUDITED STATEMENT OF ACTIVITIES AS AN EXPENSE. THIS AMOUNT IS A FUNDRAISING EXPENSE AND HAS BEEN INCLUDED ON FORM 990, PART VIII ON THE STATEMENT OF REVENUE. SHUK COGS OF $31,921 WAS REPORTED AS AN EXPENSE ON THE AUDITED STATEMENT OF ACTIVITIES. THIS AMOUNT WAS REPORTED ON PART VIII OF THE STATEMENT OF REVENUE, ON FORM 990. FINANCIAL AID - FIELD TRIPS TOTALING $27,049 WAS REPORTED AS A REDUCTION OF MISCELLANEOUS INCOME. THIS AMOUNT WAS RECLASSIFIED TO THE STATEMENT OF FUNCTIONAL EXPENSES IN PART IX OF FORM 990. PART XIII, LINE 2D PROVISION FOR UNCOLLECTIBLE RECEIVABLES DECREASED BY $92,505 DURING THE YEAR. PART V THE ENDOWMENT FUNDS FOR PREVIOUS YEARS HAVE BEEN RESTATED TO INCLUDE TEMPORARILY RESTRICTED ENDOWMENT FUNDS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 DONNA KLEIN JEWISH ACADEMY ADMITS STUDENTS OF ANY RACE, COLOR, NATIONAL AND ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVELEGES, PROGRAMS, AND ACTVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL. IT DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL AND ETHNIC ORIGIN IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSION POLICIES, SCHOLARSHIP AND LOAN PROGRAMS, AND ATHLETIC AND OTHER SCHOOL ADMINISTERED PROGRAMS. ANNUAL BALL 43810 43810 59332 3 18473 18473 27671 62283 62283 87003 87003 -24720 1 SCHOLARSHIPS/FINANCIAL AID/TUITION DISCOUNTS 272 3331947 N/A N/A X 0 0 0 0 0 0 0 0 0 HELENA LEVINE HEAD OF SCHOOL 166147 0 0 0 0 0 0 0 0 0 166147 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD IS PROVIDED MONTHLY FINANCIAL STATEMENTS AS WELL AS YEAR END FINANCIAL STATEMENTS FOR REVIEW PRIOR TO COMPLETION OF FORM 990. EACH BOARD MEMBER IS PROVIDED A COPY OF THE ANNUAL AUDIT REPORT AS WELL, SO THE BOARD IS WELL VERSED ON THE FINANCIAL ASPECT OF THE SCHOOL. THE COMPLETED DRAFT OF THE 990 AND THE SUPPLEMENTAL SCHEDULES ARE SENT TO THE BOARD AT LEAST ONE WEEK PRIOR TO BOARD MEETING IN WHICH THE APPROVAL OF THE FORM 990 IS PLACED ON THE MEETING AGENDA. EACH MEMBER IS ASKED TO REVIEW THE FORM 990 AND PRESENT ANY QUESTIONS TO THE CHIEF FINANCIAL OFFICER PRIOR TO THE BOARD MEETING. AT THE MEETING THE CHIEF FINANCIAL OFFICER REVIEWS THE FORM AND ANY QUESTIONS ARE ADDRESSED. THERE IS THEN A CALL TO VOTE ON THE APPROVAL OF THE 990. A MAJORITY IS REQUIRED FOR APPROVAL SO THAT THE FORM 990 CAN BE SIGNED BY THE CHIEF FINANCIAL OFFICER AND FILED WITH THE INTERNAL REVENUE SERVICE BY THE REQUIRED DUE DATE. FORM 990, PART VI, SECTION B, LINE 15A WHEN THE HEAD OF SCHOOL'S CONTRACT COMES UP FOR REVIEW, A COMMITTEE OF THE BOARD IS APPOINTED TO STUDY AND DETERMINE THE APPROPRIATE COMPENSATION. THE COMMITTEE, WITH THE ASSISTANCE OF THE CFO, RESEARCHES COMPENSATION OF THE HEADS OF SCHOOL OF THE REGIONAL SCHOOLS AND THE NATIONAL AVERAGES. THE STATISTICS ARE GATHERED FROM THE NATIONAL ASSOCIATION OF SCHOOLS ("NAIS") AND USING GUIDESTAR.COM FOR LOCAL DATA. FORM 990, PART VI, SECTION C, LINE 19 ANYONE WISHING TO OBTAIN A COPY OF THE ANNUAL FINANCIAL STATEMENTS MUST PRESENT A REQUEST IN WRITING TO THE CHIEF FINANCIAL OFFICER. THE CFO WILL PRODUCE A COPY WITHIN 24 HOURS OF THE REQUEST BEING SUBMITTED. FORM 990, PART IX, LINE 24E CONTRACT INSTRUCTORS & EMPLOYEE COSTS: PROGRAM SERVICE EXPENSES 161,091. MANAGEMENT AND GENERAL EXPENSES 12,867. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 173,958. BOOKS: PROGRAM SERVICE EXPENSES 113,288. MANAGEMENT AND GENERAL EXPENSES 239. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 113,527. STAFF EDUCATION: PROGRAM SERVICE EXPENSES 18,357. MANAGEMENT AND GENERAL EXPENSES 34,857. FUNDRAISING EXPENSES 50. TOTAL EXPENSES 53,264. TRANSPORTATION: PROGRAM SERVICE EXPENSES 27,071. MANAGEMENT AND GENERAL EXPENSES 25,026. FUNDRAISING EXPENSES 117. TOTAL EXPENSES 52,214. TECHNICAL SERVICES: PROGRAM SERVICE EXPENSES 43,747. MANAGEMENT AND GENERAL EXPENSES 5,165. FUNDRAISING EXPENSES 430. TOTAL EXPENSES 49,342. SMALL EQUIPMENT: PROGRAM SERVICE EXPENSES 24,375. MANAGEMENT AND GENERAL EXPENSES 17,448. FUNDRAISING EXPENSES 380. TOTAL EXPENSES 42,203. RENT: PROGRAM SERVICE EXPENSES 27,800. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 10,200. TOTAL EXPENSES 38,000. FINANCIAL CHARGES: PROGRAM SERVICE EXPENSES 9,198. MANAGEMENT AND GENERAL EXPENSES 24,096. FUNDRAISING EXPENSES 2,220. TOTAL EXPENSES 35,514. PERMITS FEES & LICENSES: PROGRAM SERVICE EXPENSES 5,451. MANAGEMENT AND GENERAL EXPENSES 29,213. FUNDRAISING EXPENSES 94. TOTAL EXPENSES 34,758. GIFTS & FLOWERS: PROGRAM SERVICE EXPENSES 25,490. MANAGEMENT AND GENERAL EXPENSES 3,858. FUNDRAISING EXPENSES 1,112. TOTAL EXPENSES 30,460. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 7,943. MANAGEMENT AND GENERAL EXPENSES 15,430. FUNDRAISING EXPENSES 3,954. TOTAL EXPENSES 27,327. AWARDS: PROGRAM SERVICE EXPENSES 86. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 8,270. TOTAL EXPENSES 8,356. REAL ESTATE TAXES: PROGRAM SERVICE EXPENSES 6,299. MANAGEMENT AND GENERAL EXPENSES 1,111. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,410. MERCHANDISE: PROGRAM SERVICE EXPENSES 5,364. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,364. FORM 990, PART XI, LINE 9: CHANGE IN ALLOWANCE FOR BAD DEBTS 92,505. FORM 990, PART XII THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY 9901 DONNA KLEIN BLVD BOCA RATON FL 33428 591945109 FURTHERS THE WELFARE OF JEWISH COMMUNITY IN S. PALM BEACH COUNTY FL 501(C)(3) LINE 7 N/A 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY C 233200 BASED ON ANNUAL ALLOCATION JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY K 929320 PER LEASE AGREEMENT