2024-05-03T16:17:45-05:00 2023-06-30 946214841 ARMANINO LLP 6 CITYPLACE DRIVE SUITE 900 ST LOUIS MO 63141 990 2022-07-01 362166955 BERNARD ZELL ANSHE EMET DAY SCHOOL BERN 7732811858 3751 NORTH BROADWAY STREET CHICAGO IL 60613 ANDREA GROSTERN CO-CHAIR 7732811858 2024-05-02 1 ANDREA GROSTERN 999009999 0 JENNIFER M VACHA P01251998 3149831200 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANDREA GROSTERN 3751 NORTH BROADWAY STREET CHICAGO IL 60613 21771224 0 X WWW.BERNARDZELL.ORG X 1954 IL AN INDEPENDENT JEWISH DAY SCHOOL PROVIDING STUDENTS WITH A COMPREHENSIVE GENERAL & JEWISH EDUCATION. 24 24 173 110 0 0 3568824 6587608 14890846 14830981 3010 108794 39444 -20524 18502124 21506859 1905531 1744475 0 0 11478218 12386746 57750 23389 602145 5855078 5947499 19296577 20102109 -794453 1404750 74876258 68102315 15173672 13008808 59702586 55093507 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. 0 0 16510416 1744475 14830981 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 2022 - 2023 SCHOOL YEAR, 418 STUDENTS WERE ENROLLED. 16510416 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 1 0 0 0 1 78 0 1 173 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IL X JACQUELINE FRIEDMAN 7732811858 3751 NORTH BROADWAY STREET CHICAGO IL 60613 DAVID MANN CO-CHAIR 10.00 0.00 X X 0 0 0 ANDREA GROSTERN CO-CHAIR 10.00 0.00 X X 0 0 0 RACHEL GELLER TREASURER 10.00 0.00 X X 0 0 0 CRAIG ALBERT BOARD MEMBER 4.00 0.00 X 0 0 0 SHERYL BELLICK BOARD MEMBER 4.00 0.00 X 0 0 0 STEVE BRODSKY BOARD MEMBER 4.00 0.00 X 0 0 0 BERNARD CHERKASOV BOARD MEMBER 4.00 0.00 X 0 0 0 DEBORAH COOPER BOARD MEMBER 4.00 0.00 X 0 0 0 ADAM DEWITT BOARD MEMBER 4.00 1.00 X 0 0 0 BEN ELLIS BOARD MEMBER 4.00 0.00 X 0 0 0 DANA HIRT BOARD MEMBER 4.00 0.00 X 0 0 0 RON HUBERMAN BOARD MEMBER 4.00 0.00 X 0 0 0 TAMAR JACOBY BOARD MEMBER 4.00 0.00 X 0 0 0 DANIEL KAUFMAN BOARD MEMBER 4.00 0.00 X 0 0 0 LYNNE LEVEY BOARD MEMBER 4.00 0.00 X 0 0 0 MIRIAM LICHSTEIN BOARD MEMBER 4.00 0.00 X 0 0 0 MICHAEL LUFRANO BOARD MEMBER 4.00 1.00 X 0 0 0 BARRY MALKIN BOARD MEMBER 4.00 0.00 X 0 0 0 JESSICA MALKIN BOARD MEMBER 4.00 0.00 X 0 0 0 MICHAEL MASTERS BOARD MEMBER 4.00 0.00 X 0 0 0 MICHAEL PUCKER BOARD MEMBER 4.00 1.00 X 0 0 0 SHARON ROSENBERG BOARD MEMBER 4.00 0.00 X 0 0 0 ANDREA SOLOW BOARD MEMBER 4.00 0.00 X 0 0 0 ERICKA THACKER BOARD MEMBER 4.00 0.00 X 0 0 0 GARY WEISSERMAN HEAD OF SCHOOL 50.00 1.00 X 382429 0 51461 BARBARA VIJUK CHIEF OPERATING OFFICER 50.00 1.00 X 198000 0 4721 MATTHEW TOBIAS DIRECTOR OF SECURITY 40.00 0.00 X 153369 0 7668 SARAH FORNERO ASSISTANT HEAD OF SCHOOL 40.00 0.00 X 158564 0 12747 KAREN LEAVITT HEAD OF LOWER SCHOOL 40.00 0.00 X 137250 0 10980 ABIGAIL ALONI MOROH HEAD OF EARLY CHILDHOOD 40.00 0.00 X 131819 0 32385 KATIE RICH SR. DIR. OF INSTITUTIONAL ADV. 40.00 0.00 X 125596 0 32382 1287027 0 152344 12 0 1 0 SAGE DINING SERVICES 1402 YORK ROAD LUTHERVILLE MD 21093 FOOD SERVICE 815702 IMPERIAL SERVICE SYSTEMS PO BOX 2938 GLEN ELLYN IL 60138 CLEANING SERVICES 209900 SAFEGUARD SCREENING 9300 W OGDEN AVE BROOKFIELD IL 60513 TESTING SERVICES 165950 NATIONAL RAMAH COMMISSION 3080 BROADWAY NEW YORK NY 10027 TRAVELING SERVICES 112365 4 246832 6340776 102908 6587608 TUITION & FEES 611110 14830981 14830981 14830981 107965 107965 18200 0 18200 18200 18200 194498 193669 829 829 829 27200 246832 70696 -43496 -43496 4772 0 4772 4772 21506859 14830981 0 88270 1744475 1744475 660995 89025 482945 89025 8675568 7461890 947697 265981 419415 358888 47262 13265 1992663 1632220 327164 33279 638105 517567 96594 23944 26459 26459 62224 62224 23389 23389 109 109 197644 70948 122239 4457 56750 56750 19890 85 19627 178 269482 208581 51277 9624 1409350 1227439 158114 23797 78 78 77534 61813 11018 4703 72370 46080 13341 12949 1059808 847870 168047 43891 108363 87936 16369 4058 SUPPLIES AND FOOD 1311928 1150787 136765 24376 SECURITY 673794 546783 101782 25229 STUDENT ACTIVITIES 411538 411538 RECRUITMENT 114738 114738 75440 46491 28949 20102109 16510416 2989548 602145 8497033 7875941 27832771 24819866 247762 46087 173352 287965 40717983 11819089 29766830 28898894 1399 7480 8357111 6166082 74876258 68102315 1374412 1616367 3564903 5226359 1877246 8357111 6166082 15173672 13008808 X 30159165 29474034 29543421 25619473 59702586 55093507 74876258 68102315 X 1404750 -6013829 X 0 1 X 1 0 X 6575656 5332835 5305603 3568824 6587608 27370526 6575656 5332835 5305603 3568824 6587608 27370526 6157396 21213130 54932 56995 3575 1535 126165 243202 81945 119250 107950 39444 348589 27962317 74177568 0.75860 0.73220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8102752 8102752 28730353 8940467 19789886 640522 280228 360294 2991980 2509854 482126 252376 88540 163836 28898894 CONTRACTUAL TUITION AND FEES RECEIVABLE 6166082 6166082 CONTRACTUAL UNEARNED TUITION AND FEES 6166082 6166082 X PART X, LINE 2: 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, 2023, BERNARD ZELL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION'S NONDISCRIMINATORY POLICY IS PUBLISHED IN NEWSPAPER ADVERTISING, BROCHURES AND ALSO ON THE ORGANIZATION'S WEBSITE. X X X X X X 1 EVOLVE GIVING GROUP PO BOX 205 HINSDALE IL 60522 PROFESSIONAL FUNDRAISING SERVICES & INTERIM DIRECTOR OF DEV. 0 0 23389 0 23389 IL DINNER AUCTION 274032 246832 27200 38492 2308 29896 274032 246832 27200 38492 2308 29896 70696 -43496 1 TUITION ASSISTANCE 119 1744475 PART I, LINE 2: 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. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 GARY WEISSERMAN HEAD OF SCHOOL 344429 0 0 0 38000 0 16137 0 35324 0 433890 0 0 0 BARBARA VIJUK CHIEF OPERATING OFFICER 198000 0 0 0 0 0 4721 0 0 0 202721 0 0 0 SARAH FORNERO ASSISTANT HEAD OF SCHOOL 158564 0 0 0 0 0 5750 0 6997 0 171311 0 0 0 ABIGAIL ALONI MOROH HEAD OF EARLY CHILDHOOD 131819 0 0 0 0 0 13072 0 19313 0 164204 0 0 0 MATTHEW TOBIAS DIRECTOR OF SECURITY 153369 0 0 0 0 0 7668 0 0 0 161037 0 0 0 KATIE RICH SR. DIR. OF INSTITUTIONAL ADV. 125596 0 0 0 0 0 11535 0 20847 0 157978 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL'S COMPENSATION INCLUDES A HOUSING ALLOWANCE PROVISION. THIS BENEFIT IS INCLUDED IN TAXABLE COMPENSATION. BOARD MEMBER(S) BOARD MEMBER(S) 80300 TUITION ASSISTANCE NEED-BASED X 10 82908 PUBLICLY TRADED EXCHANGE X 1 20000 INTRINSIC VALUE 0 0 1 1 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS. PART I, LINE 32B: THE ORGANIZATION USES A MOBILE WEBSITE TO HOST THE AUCTION AT ITS FUNDRAISING EVENTS. FORM 990, PART VI, SECTION B, LINE 11B THE DIRECTOR OF FINANCE INSPECTS 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 -13,829. CONTRIBUTIONS RECEIVABLE ADJUSTMENT -6,000,000. BERNARD ZELL ANSHE EMET DAY SCHOOL ENDOWMENT FUND 3751 NORTH BROADWAY STREET CHICAGO IL 60613 366124627 SUPPORT BERNARD ZELL ANSHE EMET DAY SCHOOL IL 501(C)(3) 12A, TYPE 1 BERNARD ZELL ANSHE EMET DAY SCHOOL 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0