2017-05-15T09:07:36-05:00 2016-06-30 341900735 CBIZ MHM LLC 1675 N MILITARY TRAIL 5TH FLOOR BOCA RATON FL 33486 990 2015-07-01 651129890 DONNA KLEIN JEWISH ACADEMY INC DONN 5618523300 9701 DONNA KLEIN BOULEVARD BOCA RATON FL 334281754 NORMA BROWN CHIEF FINANCIAL OFFICER 5618523300 2017-05-15 1 MICHAEL FISHER P01243324 5619945050 2015 2021-01-29 14:40:06Z GENEVIEVE MENAGED 9701 DONNA KLEIN BOULEVARD BOCA RATON FL 334281754 15224924 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. 22 22 175 15 0 0 1021333 1322254 14078061 13694612 1688057 27059 5173 -58411 16792624 14985514 3398066 3202536 0 0 7704191 7864771 0 0 486621 3396586 3235005 14498843 14302312 2293781 683202 6436896 6763770 4848144 4588599 1588752 2175171 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 8150413 2541737 8589333 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. 1995198 635434 1840571 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, THE STUDY AND PRACTICE OF WHAT IT MEANS TO BE JEWISH TODAY BEGINS IN KINDERGARTEN AND CONTINUES THROUGH HIGH SCHOOL GRADUATION.STUDENTS THUS ACQUIRE A HEIGHTENED AWARENESS OF JEWISH HERITAGE, CULTURE, ETHICS, AND VALUES, SO THAT JUDAISM BECOMES A RELEVANT AND NATURAL PART OF THEIR DAILY LIVES. 385610 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. 1406981 25365 3304051 1406981 25365 3304051 11938202 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 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 44 0 1 175 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 22 22 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 334281754 GENEVIEVE MENAGED PRESIDENT 1.00 X 0 0 0 JEFFREY L KLEIN VICE PRESIDENT 1.00 X 0 0 0 SHELLEY GOLD VICE PRESIDENT, TREASURER 1.00 X 0 0 0 TALIA KLEIN SECRETARY 1.00 X 0 0 0 ERIC LIPSON DEVELOPMENT CHAIR 1.00 X 0 0 0 LESLEY ZAFRAN IMMEDIATE PAST PRESIDENT 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 TRUSTEE 1.00 X 0 0 0 DR XIMENA LEVY TRUSTEE 1.00 X 0 0 0 LOTHAR MAYER TRUSTEE 1.00 X 0 0 0 JONATHAN SCHWARTZ TRUSTEE 1.00 X 0 0 0 JULIE WEINSTEIN TRUSTEE 1.00 X 0 0 0 STUART WEXELMAN TRUSTEE 1.00 X 0 0 0 EDNA WILLIS TRUSTEE 1.00 X 0 0 0 A ROBERT ZEFF TRUSTEE 1.00 X 0 0 0 HELENA LEVINE VICE PRESIDENT 45.00 X 157384 0 0 KAREN FELLER HEAD OF SCHOOL 45.00 X 143500 0 0 MARK SCHAFFER CHIEF FINANCIAL OFFICER 45.00 X 151172 0 0 SHARON KAMBER ASSOCIATE HEAD OF SCHOOL 45.00 X 114659 0 0 566715 0 0 4 0 1 0 FLIK COMPASS GROUP USA PO BOX 50196 LOS ANGELES CA 900740196 FOOD SERVICE 364089 TOURICO HOLIDAY 220 EAST CENTRAL PARKWAY SUITE 401 ALTAMONTE SPRINGS FL 32701 TOUR PROVIDER 231257 AMERICAN EXPRESS PO BOX 650448 DALLAS TX 752650448 TOUR PROVIDER 115448 3 1322254 1322254 TUITION AND FEES 611110 12660271 12660271 STUDENT ACTIVITIES 611110 1034341 1034341 13694612 15614 15614 12904 1459 11445 11445 11445 110413 196722 -86309 -86309 69127 41229 27898 27898 14985514 13733955 0 -70695 3202536 3202536 524384 419555 68118 36711 6292938 4859462 1162610 270866 560495 396276 153947 10272 486954 383076 78291 25587 19505 19505 44405 44405 7339 7339 138530 67308 66027 5195 43264 28203 5976 9085 176392 116537 22111 37744 1033321 880799 103352 49170 200757 170643 20076 10038 51592 43853 5159 2580 FOOD 367309 352995 13442 872 FIELD TRIPS 344730 344730 0 0 CONTRACT INSTRUCTORS & 180450 177964 2486 0 CLASSROOM SUPPLIES 121429 120952 477 0 505982 373313 104168 28501 14302312 11938202 1877489 486621 37051 3954 2269555 2834158 123931 102781 579790 378692 51180 35859 29607 29661 159894 134426 3135755 1408473 1699797 1727282 1477511 1483727 8580 33230 6436896 6763770 910061 1138107 3559413 3276329 196500 0 182170 174163 4848144 4588599 X 169278 266245 216053 694591 1203421 1214335 1588752 2175171 6436896 6763770 X 683202 -27515 42093 -111361 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1203421 10914 1214335 1155327 48094 1203421 1245317 10010 100000 1155327 1241903 28414 25000 1245317 1195989 45914 1241903 1.00000 0 1 1 1145024 1145024 812185 507491 304694 1013659 706916 306743 164887 194066 -29179 1727282 INVESTMENTS 95229 C DEFERRED COMPENSATION PLAN 174163 C RESTRICTED FOR LONG TERM INVESTMENT 1214335 C 1483727 DEFERRED COMPENSATION 174163 174163 X 12563973 -27515 477836 280044 730365 11833608 3151906 3151906 14985514 11977554 477836 349312 827148 11150406 3151906 3151906 14302312 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 CONCLOUDED THAT AS OF JUNE 30, 2016, 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 196,722. SHUK COGS 41,229. IN-KIND CONTRIBUTIONS 42,093. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,513,593. FINANCIAL AID - FIELD TRIPS -25,265. TUITION REIMBURSEMENTS 663,578. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 196,722. SHUK COGS 41,229. PROVISION FOR UNCOLLECTIBLE RECEIVABLES 111,361. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,513,593. FINANCIAL AID - FIELD TRIPS -25,265. TUITION REIMBURSEMENTS 663,578. PART XII, LINE 4B FINANCIAL AID TOTALING $2,513,593 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 $663,578 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 $196,722 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 $41,229 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 $25,265 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 $117,058 DURING THE YEAR, DIRECT WRITE OFFS TOTALED $44,122, NET INCREASE ON AUDITED FINANCIAL STATEMENTS TOTALED $5,982. 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 95073 95073 139593 3 15340 15340 22724 110413 110413 162317 162317 -51904 1 SCHOLARSHIPS/FINANCIAL AID/TUITION DISCOUNTS 261 3202536 N/A N/A X 0 0 0 0 0 0 0 0 0 HELENA LEVINE VICE PRESIDENT 157384 0 0 0 0 0 0 0 0 0 157384 0 0 0 MARK SCHAFFER CHIEF FINANCIAL OFFICER 137551 0 0 0 13621 0 0 0 0 0 151172 0 0 0 ROBERT GREENBERG ADDITIONAL FINANCING TO PURCHASE REAL PROPERTY X 250000 0 1 1 FORM 990, PART VI, SECTION B, LINE 11 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 XI, LINE 9: CHANGE IN ALLOWANCE FOR BAD DEBTS -111,361. FORM 990, PART XII THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. 990, GENERAL THIS YEAR'S SURPLUS INCLUDES A TIMING DIFFERENCE RELATED TO A MAJOR"TEMPORARILY RESTRICTED" GIFT. THE EXPENDITURE FOR THIS GIFT WAS MADE IN THE FOLLOWING 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 282765 BASED ON ANNUAL ALLOCATION JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY K 923782 PER LEASE AGREEMENT