DONNA KLEIN JEWISH ACADEMY INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DONNA KLEIN JEWISH ACADEMY INC (EIN 65-1129890)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-03-24
- IRS object ID
- 201600849349300500
- Schema version
- 2014v6.0
- 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 O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-03-24T07:47:47-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341900735 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1675 N MILITARY TRAIL FIFTH FLOOR | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33486 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 651129890 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONNA KLEIN JEWISH ACADEMY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DONN | BusinessNameControlTxt |
| Phone | 5618523300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9701 DONNA KLEIN BOULEVARD | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334281754 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK N SHAFFER | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 5618525038 | PhoneNum |
| Signature | 2016-03-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL FISHER | PreparerPersonNm |
| PTIN | P01243324 | PTIN |
| Phone | 5619945050 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HELENA LEVINE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9701 DONNA KLEIN BOULEVARD | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334281754 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,872,403 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.DKJA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Activity Or Mission | 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.VISION 2018: AN EXTRAORDINARY AND DIVERSE COMMUNITY OF LEARNERS INSPIRED BY JEWISH VALUES AND EMPOWERED TO SUCCEED IN TOMORROW'S WORLD.CORE VALUES:JEWISH VALUES AND JEWISH IDENTITYEXCELLENCE IN TEACHING AND LEARNINGGOOD CHARACTERRESPECTNURTURING ENVIRONMENT | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 183 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,090,745 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,021,333 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,652,530 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,078,061 | CYProgramServiceRevenueAmt |
| PY Investment Income | $30,386 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,688,057 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$32,630 | PYOtherRevenueAmt |
| CY Other Revenue | $5,173 | CYOtherRevenueAmt |
| PY Total Revenue | $14,741,031 | PYTotalRevenueAmt |
| CY Total Revenue | $16,792,624 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,625,585 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,398,066 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,834,702 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,704,191 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $702,916 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,525,713 | PYOtherExpensesAmt |
| CY Other Expenses | $3,396,586 | CYOtherExpensesAmt |
| PY Total Expenses | $14,986,000 | PYTotalExpensesAmt |
| CY Total Expenses | $14,498,843 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$244,969 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,293,781 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,515,130 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,436,896 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,023,589 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,848,144 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$508,459 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,588,752 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,409,355 | ExpenseAmt |
| Grant | $2,720,641 | GrantAmt |
| Revenue | $10,990,570 | RevenueAmt |
| Desc | SECULAR 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,058,586 | ExpenseAmt |
| Grant | $677,425 | GrantAmt |
| Revenue | $2,391,930 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $380,517 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,509,628 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,384,109 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,509,628 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $2,384,109 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $12,358,086 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | 0 | 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 | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 46 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 183 | 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 |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 0 | 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 | FL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK N SHAFFER | PersonNm |
| Phone | 5618523300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9701 DONNA KLEIN BOULEVARD | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334281754 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| GENEVIEVE MENAGED | ||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY L KLEIN | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STUART WEXELMAN | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHELLEY GOLD | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT BALL | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LESLEY ZAFRAN | ||||||
| IMMEDIATE PAST PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | |
| IVY DASH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHIRLEY ENSELBERG | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT GREENBERG | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MYRNA GROSS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHELLY GROSS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HAROLD JACOBSOHN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TALIA KLEIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR XIMENA LEVY | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC LIPSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LOTHAR MEYER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JONATHAN SCHWARTZ | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CARYN SIPERSTEIN-KLEIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JULIE WEINSTEIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EDNA WILLIS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| A ROBERT ZEFF | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK N SHAFFER | ||||||
| CHIEF FINANCIAL OFFICER | 45.00 | $145,000 | $0 | $1,450 | Yes (X) | |
| KAREN FELLER | ||||||
| HEAD OF SCHOOL | 45.00 | $296,171 | $0 | $20,249 | Yes (X) | |
| SHARON KAMBER | ||||||
| ASSOCIATE HEAD OF SCHOOL | 45.00 | $120,375 | $0 | $1,204 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $561,546 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $22,903 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | 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 |
|---|---|---|---|---|---|
| FLIK COMPASS GROUP USA | |||||
| PO BOX 91337 | CHICAGO | IL | 606931337 | FOOD SERVICE | $347,121 |
| TOURICO HOLIDAYS INC | |||||
| 3344 PEACHTREE SUITE 2035 | ATLANTA | GA | 30326 | TOUR PROVIDER | $107,835 |
| AMERICAN EXPRESS | |||||
| PO BOX 981540 | EL PASO | TX | 799981540 | TOUR PROVIDER | $104,887 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,021,333 | AllOtherContributionsAmt |
| Total Contributions | $1,021,333 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION AND FEES | 611110 | $13,066,402 | $13,066,402 |
| STUDENT ACTIVITIES | 611110 | $1,011,659 | $1,011,659 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,078,061 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,880 | TotalRevenueColumnAmt |
| Exclusion | $20,880 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,399 | SecuritiesAmt |
| Other | $3,495,164 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,434 | SecuritiesAmt |
| Other | $1,853,952 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $25,965 | SecuritiesAmt |
| Other | $1,641,212 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,667,177 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,667,177 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $150,921 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $167,119 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$16,198 | TotalRevenueColumnAmt |
| Exclusion | -$16,198 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $71,645 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $50,274 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,371 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,371 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,792,624 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,766,609 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,682 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,398,066 | TotalAmt |
| Program Services | $3,398,066 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $584,449 | TotalAmt |
| Program Services | $467,560 | ProgramServicesAmt |
| Management And General | $75,978 | ManagementAndGeneralAmt |
| Fundraising | $40,911 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,078,665 | TotalAmt |
| Program Services | $4,878,375 | ProgramServicesAmt |
| Management And General | $761,069 | ManagementAndGeneralAmt |
| Fundraising | $439,221 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $572,130 | TotalAmt |
| Program Services | $433,418 | ProgramServicesAmt |
| Management And General | $111,226 | ManagementAndGeneralAmt |
| Fundraising | $27,486 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $468,947 | TotalAmt |
| Program Services | $385,083 | ProgramServicesAmt |
| Management And General | $49,260 | ManagementAndGeneralAmt |
| Fundraising | $34,604 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,410 | TotalAmt |
| Management And General | $39,410 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,500 | TotalAmt |
| Management And General | $37,500 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,283 | TotalAmt |
| Management And General | $6,283 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,527 | TotalAmt |
| Program Services | $31,245 | ProgramServicesAmt |
| Management And General | $50,869 | ManagementAndGeneralAmt |
| Fundraising | $3,413 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,964 | TotalAmt |
| Program Services | $23,307 | ProgramServicesAmt |
| Management And General | $785 | ManagementAndGeneralAmt |
| Fundraising | $11,872 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,903 | TotalAmt |
| Program Services | $114,854 | ProgramServicesAmt |
| Management And General | $18,615 | ManagementAndGeneralAmt |
| Fundraising | $32,434 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,023,507 | TotalAmt |
| Program Services | $898,247 | ProgramServicesAmt |
| Management And General | $86,607 | ManagementAndGeneralAmt |
| Fundraising | $38,653 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,377 | TotalAmt |
| Program Services | $155,020 | ProgramServicesAmt |
| Management And General | $18,238 | ManagementAndGeneralAmt |
| Fundraising | $9,119 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,253 | TotalAmt |
| Program Services | $38,465 | ProgramServicesAmt |
| Management And General | $4,525 | ManagementAndGeneralAmt |
| Fundraising | $2,263 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD | $349,566 | $348,967 | $0 | $599 |
| FIELD TRIPS | $344,721 | $325,120 | $19,601 | $0 |
| CONTRACT INSTRUCTORS & | $209,031 | $207,929 | $1,102 | $0 |
| BOOKS | $172,272 | $171,868 | $404 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $699,272 | TotalAmt |
| Program Services | $480,562 | ProgramServicesAmt |
| Management And General | $156,369 | ManagementAndGeneralAmt |
| Fundraising | $62,341 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,498,843 | TotalAmt |
| Program Services | $12,358,086 | ProgramServicesAmt |
| Management And General | $1,437,841 | ManagementAndGeneralAmt |
| Fundraising | $702,916 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,817 | BOYAmt |
| EOY | $37,051 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $520,952 | BOYAmt |
| EOY | $2,269,555 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,698 | BOYAmt |
| EOY | $123,931 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $663,880 | BOYAmt |
| EOY | $579,790 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,920 | BOYAmt |
| EOY | $51,180 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,494 | BOYAmt |
| EOY | $29,607 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,412 | BOYAmt |
| EOY | $159,894 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,924,906 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,225,109 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,519,192 | BOYAmt |
| EOY | $1,699,797 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,394,066 | BOYAmt |
| EOY | $1,477,511 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $699 | BOYAmt |
| EOY | $8,580 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,515,130 | BOYAmt |
| EOY | $6,436,896 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $995,319 | BOYAmt |
| EOY | $910,061 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,523,223 | BOYAmt |
| EOY | $3,559,413 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $341,500 | BOYAmt |
| EOY | $196,500 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,003,532 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,015 | BOYAmt |
| EOY | $182,170 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,023,589 | BOYAmt |
| EOY | $4,848,144 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,910,783 | BOYAmt |
| EOY | $169,278 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,997 | BOYAmt |
| EOY | $216,053 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,155,327 | BOYAmt |
| EOY | $1,203,421 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$508,459 | BOYAmt |
| EOY | $1,588,752 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,515,130 | BOYAmt |
| EOY | $6,436,896 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,293,781 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$5,341 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $37,190 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | -$228,419 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,155,327 | BeginningYearBalanceAmt |
| Contributions | $48,094 | ContributionsAmt |
| End Year Balance | $1,203,421 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,245,317 | BeginningYearBalanceAmt |
| Contributions | $10,010 | ContributionsAmt |
| Other Expenditures | $100,000 | OtherExpendituresAmt |
| End Year Balance | $1,155,327 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,241,903 | BeginningYearBalanceAmt |
| Contributions | $28,414 | ContributionsAmt |
| Other Expenditures | $25,000 | OtherExpendituresAmt |
| End Year Balance | $1,245,317 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,195,989 | BeginningYearBalanceAmt |
| Contributions | $45,914 | ContributionsAmt |
| End Year Balance | $1,241,903 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,185,075 | BeginningYearBalanceAmt |
| Contributions | $10,914 | ContributionsAmt |
| End Year Balance | $1,195,989 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,145,024 | OtherCostOrOtherBasisAmt |
| Book Value | $1,145,024 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $803,703 | OtherCostOrOtherBasisAmt |
| Depreciation | $478,830 | DepreciationAmt |
| Book Value | $324,873 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $820,871 | OtherCostOrOtherBasisAmt |
| Depreciation | $608,747 | DepreciationAmt |
| Book Value | $212,124 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $155,308 | OtherCostOrOtherBasisAmt |
| Depreciation | $137,532 | DepreciationAmt |
| Book Value | $17,776 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,699,797 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENTS | $91,920 | C |
| DEFERRED COMPENSATION PLAN | $182,170 | C |
| RESTRICTED FOR LONG TERM INVESTMENTS | $1,203,421 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,477,511 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMPENSATION PLAN | Desc |
| Amt | $182,170 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $182,170 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $14,161,906 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$5,341 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $518,106 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $254,583 | OtherRevenueAmt |
| Revenue Not Reported | $767,348 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,394,558 | RevenueSubtotalAmt |
| Other Revenues Not Included | $3,398,066 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $3,398,066 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,792,624 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,064,695 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $518,106 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $445,812 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $963,918 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,100,777 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $3,398,066 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $3,398,066 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,498,843 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | IN-KIND CONTRIBUTIONS 37,190. SPECIAL EVENTS EXPENSE 167,119. SHUK COGS 50,274. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 2,873,539. TUITION REIMBURSEMENTS 501,027. FINANCIAL AID - FILED TRIPS 23,500. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | ALLOWANCE FOR BAD DEBTS 228,419. SPECIAL EVENTS EXPENSE 167,119. SHUK COGS 50,274. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 2,873,539. TUITION REIMBURSEMENTS 501,027. FINANCIAL AID - FIELD TRIPS 23,500. |
| PART XII, LINE 4B | FINANCIAL AID TOTALING $2,873,539 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 $501,027 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 $167,119 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 $50,274 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 $23,500 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 | ALLOWANCE FOR BAD DEBTS INCREASED BY $228,419 DURING THE YEAR, DIRECT WRITE-OFFS TOTALED $91,670, ADJUSTMENTS TOTALED $320,089. NET INCREASE ON AUDITED FINANCIAL STATEMENTS TOTALED $320,089. |
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 | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL BALL | Event1Nm |
| Gross Receipts Event1 | $135,955 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $135,955 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $101,496 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $14,966 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $14,966 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $65,623 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $150,921 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $150,921 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $167,119 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $167,119 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$16,198 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS/FINANCIAL AID/TUITION DISCOUNTS | GrantTypeTxt |
| Recipient | 310 | RecipientCnt |
| Cash Grant | $3,398,066 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN FELLER | PersonNm |
| Title | HEAD OF SCHOOL | TitleTxt |
| Base Compensation Filing Org | $274,868 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $21,303 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $17,500 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $2,749 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $316,420 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)
| Loan PurposeLoanPurposeTxt | Loan To OrganizationLoanToOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|
| ROBERT GREENBERG | ||||||
| ADDITIONAL FINANCING TO PURCHASE REAL PROPERTY | Yes (X) | $250,000 | $196,500 | 0 | Yes (1) | Yes (1) |
| SHELLEY GOLD | ||||||
| ADDITIONAL FUNDING TO PURCHASE REAL PROPERTY | Yes (X) | $250,000 | $0 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $196,500 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | ONE DIRECTOR IS THE DAUGHTER-IN-LAW OF ANOTHER DIRECTOR. |
| 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 -228,419. |
| FORM 990, PART XII | THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |
| FORM 990, PART I, PART 10 | THE BEGINNING BALANCE SHEET PRESENTATION HAS BEEN RESTATED DUE TO A PRIOR PERIOD ADJUSTMENT, AS DETAILED IN THE AUDITED FINANCIAL STATEMENTS. |
| FORM 990, SCHEDULE D, PART V, ENDOWMENT FUNDS | THE PRESENTATION OF THIS SCHEDULE HAS BEEN RESTATED TO CONFORM WITH THE AUDITED FINANCIAL STATEMENTS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9901 DONNA KLEIN BLVD | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33428 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591945109 | EIN |
| Primary Activities | FURTHERS THE WELFARE OF JEWISH COMMUNITY IN S. PALM BEACH COUNTY | PrimaryActivitiesTxt |
| Legal Domicile State | FL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | 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 | Yes (1) | 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 | Yes (1) | 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 |
|---|---|---|
| JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY | ||
| C | $312,630 | BASED ON ANNUAL ALLOCATION |
| JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY | ||
| K | $934,280 | PER LEASE AGREEMENT |