CONSERVATIVE JEWISH DAY SCHOOL OF DALLAS INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CONSERVATIVE JEWISH DAY SCHOOL OF DALLAS INC (EIN 75-2714693)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202421359349303437
- Schema version
- 2022v5.0
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T09:48:34-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | 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 LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15950 N DALLAS PKWY 600 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75248 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752714693 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CONSERVATIVE JEWISH DAY SCHOOL OF | BusinessNameLine1Txt |
| Business Name Line2 | DALLAS INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONS | BusinessNameControlTxt |
| Phone | 9722483032 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18011 HILLCREST ROAD | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75252 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAULINE MOTTS | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 9722483032 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAULINE | PersonFirstNm |
| Person Last | MOTTS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW PETROSKI | PreparerPersonNm |
| PTIN | P00853132 | PTIN |
| Phone | 9726611843 | PhoneNum |
| Preparation | 2024-05-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANN AND NATE LEVINE ACADEMY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAULINE MOTTS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18011 HILLCREST ROAD | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75252 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,807,866 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LEVINEACADEMY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | ANN & NATE LEVINE ACADEMY IS AN INCLUSIVE, DYNAMIC JEWISH DAY SCHOOL (CONTINUED ON SCHEDULE O)WHICH FOSTERS LEADERSHIP, CREATIVITY, CRITICAL THINKING AND JEWISH VALUES WHILE EMPOWERING ITS STUDENTS WITH INTEGRITY, SELF-CONFIDENCE AND INTELLECTUAL CURIOSITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 221 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,022,539 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,492,158 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,883,974 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,980,437 | CYProgramServiceRevenueAmt |
| PY Investment Income | $82,785 | PYInvestmentIncomeAmt |
| CY Investment Income | $122,953 | CYInvestmentIncomeAmt |
| PY Other Revenue | $686,787 | PYOtherRevenueAmt |
| CY Other Revenue | -$16,573 | CYOtherRevenueAmt |
| PY Total Revenue | $11,676,085 | PYTotalRevenueAmt |
| CY Total Revenue | $12,578,975 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,758,436 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,829,002 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,308,681 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,728,126 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $386,550 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,941,445 | PYOtherExpensesAmt |
| CY Other Expenses | $3,640,528 | CYOtherExpensesAmt |
| PY Total Expenses | $12,008,562 | PYTotalExpensesAmt |
| CY Total Expenses | $13,197,656 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$332,477 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$618,681 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,417,946 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,543,278 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,890,288 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,529,094 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,527,658 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,014,184 | NetAssetsOrFundBalancesEOYAmt |
| Mission | ANN & NATE LEVINE ACADEMY IS AN INCLUSIVE, DYNAMIC JEWISH DAY SCHOOL WHICH FOSTERS LEADERSHIP, CREATIVITY, CRITICAL THINKING AND JEWISH VALUES WHILE EMPOWERING ITS STUDENTS WITH INTEGRITY, SELF-CONFIDENCE AND INTELLECTUAL CURIOSITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,183,890 | ExpenseAmt |
| Grant | $1,829,002 | GrantAmt |
| Revenue | $9,226,092 | RevenueAmt |
| Desc | ACADEMIC PROGRAMS PROVIDED A STRONG ACADEMIC AND RELIGIOUS EDUCATION TO ABOUT 430 JEWISH CHILDREN. THE PROGRAM PROVIDES A SENSE OF RELIGIOUS AND CULTURAL UNDERSTANDING AND PRIDE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $496,053 | ExpenseAmt |
| Revenue | $1,210,179 | RevenueAmt |
| Desc | ENRICHMENT, DAYCARE, AND CAMP PROGRAMS PROVIDED AN ENVIRONMENT FOR THE WORKING PARENT FOR CHILD CARE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $496,053 | ExpenseAmt |
| Revenue | $544,166 | RevenueAmt |
| Desc | STUDENT/EDUCATIONAL SUPPORTING ACTIVITIES PROVIDED A WIDE VARIETY OF PROGRAMS ENCOMPASSING SPORTS SUCH AS BASKETBALL AND SOCCER, DRAMA, MUSIC, CHESS AND ART. THESE PROGRAMS WERE DESIGNED TO ASSIST IN THE DEVELOPMENT OF THE CHILD'S SELF ESTEEM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $11,175,996 | 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 | Yes (1) | 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 | 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 | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | 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 | 0 | 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 | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 221 | 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 | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAULINE MOTTS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9722483032 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18011 HILLCREST | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75252 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MARC GROSSFELD | |||||||
| PRESIDENT/TRUSTEE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JULIE WILKOFSKY | |||||||
| PRESIDENT ELECT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NEAL ROTHSTEIN | |||||||
| VP FINANCE/TRUSTEE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANDREA STEIGER | |||||||
| SECRETARY/TRUSTEE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRAD BEHRINGER | |||||||
| VP DEVELOPMENT/TRUSTEE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JONATHAN BLUM | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NILI BUECKERT | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL COHEN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAH DAVIS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| AARON FRYDMAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN GOLD | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| HYLTON JONAS | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| EMILY KERN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK KREDITOR | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NATE LEVINE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| YURY MINTSKOVSKY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TINA ORLOWSKI | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| NILLY OVADIA | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LEE RAPHAEL | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RISHA KOPEL REIMAN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE ROSENBERG | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SHANA STAUB | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ADAM STERN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER TONINI | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SANDRA VEEDER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL ZIMMERMANN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM ELIEFF | |||||||
| HEAD OF SCHOOL | 40.00 | Yes (X) | $275,432 | $0 | $62,762 | ||
| BRAD FLEURY | |||||||
| DIRECTOR OF FINANCE & OP | 40.00 | Yes (X) | $120,156 | $0 | $15,057 | ||
| LIZ LAWLOR | |||||||
| K-8 PRINCIPAL | 40.00 | $107,478 | $0 | $14,807 | Yes (X) | ||
| YAEL TWITO | |||||||
| DIR. OF ADVANCEMENT | 40.00 | $123,450 | $0 | $3,132 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $626,516 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $95,758 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | 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 |
|---|---|---|---|---|---|
| MERIPLEX SOLUTIONS | |||||
| 10111 RICHMOND AVENUE | HOUSTON | TX | 774024215 | TECHNOLOGY SUPPORT AND LICENSURE | $318,882 |
| THE CLEAR OPTION BUILDING MAINTENANCE | |||||
| 722 DEVONSHIRE | RICHARDSON | TX | 75080 | BLDG. MAINTENANCE AND CLEANING SERVICES | $205,776 |
| RHONDAROBICS INC | |||||
| 2200 SKY HARBOR DRIVE | PLANO | TX | 75025 | PHYSICAL ED INSTRUCTION | $102,875 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $443,650 | FundraisingAmt |
| Government Grants | $143,595 | GovernmentGrantsAmt |
| All Other Contributions | $904,913 | AllOtherContributionsAmt |
| Noncash Contributions | $44,671 | NoncashContributionsAmt |
| Total Contributions | $1,492,158 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 611600 | $9,226,092 | $9,226,092 |
| DAYCARE/CAMP PROGRAMS | 611600 | $1,210,179 | $1,210,179 |
| STUDENT ACTIVITIES | 611600 | $433,407 | $433,407 |
| MISCELLANEOUS | 611600 | $110,759 | $110,759 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,980,437 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $85,578 | TotalRevenueColumnAmt |
| Exclusion | $85,578 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $32,145 | 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 | $32,145 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,145 | TotalRevenueColumnAmt |
| Exclusion | $32,145 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $140,265 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $102,890 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $37,375 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,375 | TotalRevenueColumnAmt |
| Exclusion | $37,375 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $77,283 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $443,650 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $126,001 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$48,718 | TotalRevenueColumnAmt |
| Exclusion | -$48,718 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,578,975 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,980,437 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $106,380 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,829,002 | TotalAmt |
| Program Services | $1,829,002 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336,042 | TotalAmt |
| Program Services | $201,626 | ProgramServicesAmt |
| Management And General | $67,208 | ManagementAndGeneralAmt |
| Fundraising | $67,208 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,152,326 | TotalAmt |
| Program Services | $5,227,602 | ProgramServicesAmt |
| Management And General | $696,254 | ManagementAndGeneralAmt |
| Fundraising | $228,470 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,250 | TotalAmt |
| Program Services | $45,182 | ProgramServicesAmt |
| Management And General | $21,505 | ManagementAndGeneralAmt |
| Fundraising | $563 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $730,542 | TotalAmt |
| Program Services | $635,427 | ProgramServicesAmt |
| Management And General | $83,945 | ManagementAndGeneralAmt |
| Fundraising | $11,170 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $441,966 | TotalAmt |
| Program Services | $395,090 | ProgramServicesAmt |
| Management And General | $34,217 | ManagementAndGeneralAmt |
| Fundraising | $12,659 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195 | TotalAmt |
| Management And General | $195 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,751 | TotalAmt |
| Program Services | $25,875 | ProgramServicesAmt |
| Management And General | $2,588 | ManagementAndGeneralAmt |
| Fundraising | $288 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,068 | TotalAmt |
| Management And General | $13,068 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,108 | TotalAmt |
| Program Services | $19,473 | ProgramServicesAmt |
| Management And General | $40,419 | ManagementAndGeneralAmt |
| Fundraising | $216 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,384 | TotalAmt |
| Management And General | $73,294 | ManagementAndGeneralAmt |
| Fundraising | $90 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $410,019 | TotalAmt |
| Program Services | $341,737 | ProgramServicesAmt |
| Management And General | $67,214 | ManagementAndGeneralAmt |
| Fundraising | $1,068 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $359,427 | TotalAmt |
| Program Services | $323,438 | ProgramServicesAmt |
| Management And General | $34,634 | ManagementAndGeneralAmt |
| Fundraising | $1,355 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $755,835 | TotalAmt |
| Program Services | $672,820 | ProgramServicesAmt |
| Management And General | $73,827 | ManagementAndGeneralAmt |
| Fundraising | $9,188 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,752 | TotalAmt |
| Program Services | $90,676 | ProgramServicesAmt |
| Management And General | $9,068 | ManagementAndGeneralAmt |
| Fundraising | $1,008 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $770,160 | TotalAmt |
| Program Services | $693,144 | ProgramServicesAmt |
| Management And General | $69,314 | ManagementAndGeneralAmt |
| Fundraising | $7,702 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,453 | TotalAmt |
| Program Services | $103,907 | ProgramServicesAmt |
| Management And General | $10,391 | ManagementAndGeneralAmt |
| Fundraising | $1,155 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STUDENT ACTIVITIES | $530,504 | $530,504 | ||
| LOSS ON INSURANCE CLAIM | $252,463 | $252,463 | ||
| OTHER EXPENSES | $78,324 | $3,211 | $75,066 | $47 |
| PROFESSIONAL DEVELOPMEN | $63,330 | $37,282 | $10,440 | $15,608 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,755 | TotalAmt |
| Fundraising | $28,755 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,197,656 | TotalAmt |
| Program Services | $11,175,996 | ProgramServicesAmt |
| Management And General | $1,635,110 | ManagementAndGeneralAmt |
| Fundraising | $386,550 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,287 | BOYAmt |
| EOY | $231,803 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,927,134 | BOYAmt |
| EOY | $1,878,940 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $586,936 | BOYAmt |
| EOY | $318,791 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,772 | BOYAmt |
| EOY | $110,499 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $385,216 | BOYAmt |
| EOY | $161,683 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,207,713 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,968,962 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,445,532 | BOYAmt |
| EOY | $10,238,751 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,223,449 | BOYAmt |
| EOY | $2,408,650 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,679,620 | BOYAmt |
| EOY | $6,194,161 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,417,946 | BOYAmt |
| EOY | $21,543,278 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $559,035 | BOYAmt |
| EOY | $498,647 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,981,935 | BOYAmt |
| EOY | $3,186,069 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,640,000 | BOYAmt |
| EOY | $1,640,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,709,318 | BOYAmt |
| EOY | $6,204,378 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,890,288 | BOYAmt |
| EOY | $11,529,094 | 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 | $9,067,650 | BOYAmt |
| EOY | $8,524,520 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,460,008 | BOYAmt |
| EOY | $1,489,664 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,527,658 | BOYAmt |
| EOY | $10,014,184 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,417,946 | BOYAmt |
| EOY | $21,543,278 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$618,681 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $105,207 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| 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 |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,353,003 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,076,707 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,314,343 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,022,539 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,492,158 | CurrentTaxYearAmt |
| Total | $7,258,750 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,353,003 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,076,707 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,314,343 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,022,539 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,492,158 | CurrentTaxYearAmt |
| Total | $7,258,750 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $333,993 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,924,757 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $54,688 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $53,428 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,135 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,905 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $117,723 | CurrentTaxYearAmt |
| Total | $328,879 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,869 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $93,503 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $391,968 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $420,380 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $944,720 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $340,709 | CurrentTaxYearMinus1YearAmt |
| Total | $340,709 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,873,058 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $46,358,633 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.78040 | PublicSupportCY170Pct |
| Public Support PY170 | 0.75450 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,191,374 | BeginningYearBalanceAmt |
| Contributions | $63,430 | ContributionsAmt |
| Investment Earnings Or Losses | $185,155 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $62,000 | OtherExpendituresAmt |
| End Year Balance | $2,377,959 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,553,266 | BeginningYearBalanceAmt |
| Contributions | $7,325 | ContributionsAmt |
| Investment Earnings Or Losses | -$303,189 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $66,028 | OtherExpendituresAmt |
| End Year Balance | $2,191,374 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,268,425 | BeginningYearBalanceAmt |
| Contributions | $49,444 | ContributionsAmt |
| Investment Earnings Or Losses | $293,773 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $58,376 | OtherExpendituresAmt |
| End Year Balance | $2,553,266 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,281,486 | BeginningYearBalanceAmt |
| Contributions | $15,771 | ContributionsAmt |
| Investment Earnings Or Losses | $21,168 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $50,000 | OtherExpendituresAmt |
| End Year Balance | $2,268,425 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,438,409 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $121,850 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $159,375 | OtherExpendituresAmt |
| End Year Balance | $2,400,884 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.45240 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.54760 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,838,059 | OtherCostOrOtherBasisAmt |
| Book Value | $1,838,059 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,375,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,002,306 | DepreciationAmt |
| Book Value | $372,694 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,303,850 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,218,732 | DepreciationAmt |
| Book Value | $7,085,118 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,690,804 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,747,924 | DepreciationAmt |
| Book Value | $942,880 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $10,238,751 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CONTRACTUAL TUITION AND FEES RECEIVABLE | $6,048,342 |
| RIGHT OF USE ASSET | $145,819 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $6,194,161 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE DEPOSITS | $9,811 |
| CONTRACTUAL UNEARNED TUITION AND FEES | $6,048,342 |
| CAPITAL LEASE OBLIGATIONS | $146,225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,204,378 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $10,721,650 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $105,207 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $6,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $126,001 | OtherRevenueAmt |
| Revenue Not Reported | $237,208 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,484,442 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $13,068 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $2,081,465 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,094,533 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,578,975 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,235,124 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $6,000 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $126,001 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $132,001 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,103,123 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $13,068 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $2,081,465 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,094,533 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $13,197,656 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE SCHOOL'S ENDOWMENT CONSISTS OF SEVERAL INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. AS REQUIRED BY U.S GAAP, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. |
| PART X, LINE 2: | THE SCHOOL IS A QUALIFIED ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE SCHOOL HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2023 AND 2022, THE SCHOOL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE 126,001. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 1,829,002. LOSS ON INSURANCE CLAIM 252,463. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE 126,001. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 1,829,002. LOSS ON INSURANCE CLAIM 252,463. |
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 (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE RACIALLY NONDISCRIMINATORY POLICY IS PUBLISHED ON THE SCHOOL'S WEBSITE. |
| SCHEDULE E, PART I, LINE 6 | ON JUNE 28, 2021, THE SCHOOL WAS NOTIFIED BY THE TEXAS EDUCATION AGENCY ("TEA") OF ITS ELIGIBILITY FOR REIMBURSEMENTS, DIRECT SERVICES AND/OR EQUIPMENT IN THE AMOUNT OF $800,000 AS PART OF THE EANS PROGRAM UNDER THE CORONAVIRUS RESPONSE AND RELIEF SUPPLEMENTAL APPROPRIATIONS ACT, 2021 ("CRRSA ACT") ISSUED BY THE U.S. DEPARTMENT OF EDUCATION. THE EANS PROGRAM WAS CREATED TO PROVIDE SERVICES OR ASSISTANCE TO ELIGIBLE NON-PUBLIC SCHOOLS TO ADDRESS THE IMPACT THAT CORONAVIRUS DISEASE ("COVID-19") HAD, AND CONTINUES TO HAVE, ON NON-PUBLIC SCHOOL STUDENTS AND TEACHERS. FUNDING WAS DISTRIBUTED BY THE TEA BASED ON A PER-STUDENT BASE RATE, WITH AN ADDITIONAL SUPPLEMENTAL RATE FOR EACH STUDENT FROM A LOW-INCOME FAMILY. SCHOOLS WILL RECEIVE FUNDING BY SUBMITTING APPLICATIONS FOR REIMBURSEMENT OF QUALIFYING EXPENSES AND ARE SUBJECT TO REVIEW AND APPROVAL BY THE TEA. |
| SCHEDULE E, LINE 6A | (CONTINUED...) ON SEPTEMBER 1, 2022, THE SCHOOL WAS APPROVED BY THE FEDERAL EMERGENCY MANAGEMENT AGENCY ("FEMA") FOR ITS ELIGIBILITY FOR REIMBURSEMENTS, EQUIPMENT, RENOVATIONS AND/OR TRAINING IN THE AMOUNT OF $150,000 AS PART OF THE NONPROFIT SECURITY GRANT PROGRAM ("NSGP") ISSUED BY THE U.S. DEPARTMENT OF HOMELAND SECURITY. THE NSGP PROGRAM WAS CREATED TO PROVIDE SUPPORT FOR PHYSICAL SECURITY ENHANCEMENTS AND OTHER SECURITY ACTIVITIES TO NONPROFIT ORGANIZATIONS THAT ARE AT HIGH RISK OF A TERRORIST ATTACK. FUNDING WAS DISTRIBUTED BY FEMA AND THE SCHOOL WILL RECEIVE FUNDING BY SUBMITTING APPLICATIONS FOR REIMBURSEMENT OF QUALIFYING EXPENSES AND ARE SUBJECT TO REVIEW AND APPROVAL BY THE FEMA. AS OF JUNE 30, 2023 THE SCHOOL INCURRED $143,595 IN QUALIFYING EXPENSES AND HAS RECOGNIZED RELATED REVENUE IN THE AUDITED FINANCIAL STATEMENTS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | ANNUAL GALA | Event1Nm |
| Gross Receipts Event1 | $520,933 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $443,650 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $77,283 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $14,075 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $52,515 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,800 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $56,611 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $520,933 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $443,650 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $77,283 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $14,075 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $52,515 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,800 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $56,611 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $126,001 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$48,718 | 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 | FINANCIAL AID | GrantTypeTxt |
| Recipient | 190 | RecipientCnt |
| Non Cash Assistance | $1,829,002 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | DIRECT CREDIT TO STUDENT'S ACCOUNT | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | LEVINE ACADEMY PROVIDES A NEEDS-BASED FINANCIAL AID PROGRAM TO ASSIST QUALIFYING FAMILIES WITH STUDENTS IN GRADES KINDERGARTEN-EIGHTH WITH TUITION COSTS. ALL FAMILIES SEEKING CONSIDERATION FOR TUITION ASSISTANCE ARE REQUIRED TO SUBMIT AN ONLINE APPLICATION WITH FACTS, A THIRD PARTY GRANT AND AID ASSESSMENT COMPANY. FAMILIES MUST ALSO FILE SUPPORTING DOCUMENTATION WITH FACTS. FACTS COLLECTS AND PROCESSES ALL INFORMATION AND SENDS A CONFIDENTIAL REPORT, INCLUDING A RECOMMENDATION, TO LEVINE'S FINANCIAL AID COMMITTEE. THE COMMITTEE REVIEWS THIS REPORT, ALONG WITH THE SCHOOL'S BUDGET FOR TUITION ASSISTANCE, AND MAKES AWARD DECISIONS. LEVINE ACADEMY OFFERS TUITION ASSISTANCE UNDER THE TUITION AFFORDABILITY PROGRAM FOR OUR EARLY CHILDHOOD CENTER THROUGH EIGHTH GRADE, BASED ON INCOME THRESHOLDS AND A PERCENTAGE OF AGI (ADJUSTED GROSS INCOME) AS REFLECTED ON THE MOST RECENT IRS 1040 FORM. THE TUITION AFFORDABILITY PROGRAM IS A FIRST-COME, FIRST-SERVED BASIS AND HAS LIMITED FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TOM ELIEFF | PersonNm |
| Title | HEAD OF SCHOOL | TitleTxt |
| Base Compensation Filing Org | $267,682 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $7,750 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $13,296 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $49,466 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $338,194 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE HEAD OF SCHOOL RECEIVES A HOUSING ALLOWANCE OF $12,000 AND THE DIRECTOR OF FINANCE AND OPERATIONS RECEIVED A CELL PHONE ALLOWANCE OF $600, BOTH OF WHICH ARE INCLUDED IN THEIR TAXABLE INCOME. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| RACHEL GOLDIN | |||
| FAMILY MEMBER OF DAN GOLD, TRUSTEE | $54,204 | EMPLOYEMENT | 0 |
| COLETTE LYPSZYC | |||
| FAMILY MEMBER OF HYLTON JONAS, TRUSTEE | $49,721 | EMPLOYEMENT | 0 |
| SARA ZIMMERMAN | |||
| FAMILY MEMBER OF MICHAEL ZIMMERMAN, TRUSTEE | $26,464 | EMPLOYEMENT | 0 |
Schedule M IRS990ScheduleM
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 61 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,525 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | AUCTION ITEMS | 319 | $38,796 | FMV |
| Yes (X) | CONSTRUCT. MATERIALS | 1 | $4,350 | FMV |
| 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 | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEFULR M, PART I , COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THIS NUMBER REPRESENTS THE NUMBER OF CONTRIBUTORS AND NOT THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | TWO BOARD MEMBERS, EMILY KERN AND JULIE WILKOFSKY, HAVE A FAMILIAL RELATIONSHIP. TWO BOARD MEMBERS, MARK KREDITOR AND SARAH DAVIS, HAVE A FAMILIAL RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 4 | AMENDMENT TO THE BYLAWS OF CONSERVATIVE JEWISH DAY SCHOOL OF DALLAS INC., DBA ANN & NATE LEVINE ACADEMY SUBSTANTIAL CHANGES SUMMARIZED BELOW: SECTION 2.3 - BOARD OF DIRECTORS, COMPOSITION AND QUALIFICATIONS BOARD OF DIRECTORS MAY CONSIST OF DIRECTORS FROM FAMILIES WITH CHILDREN CURRENTLY ENROLLED IN THE SCHOOL AND DIRECTORS SELECTED FROM THE COMMUNITY AT LARGE, REMOVING PRIOR COMPOSITION RESTRICTIONS. SECTION 2.4 - SECTION 2.4 NON-VOTING MEMBERS CSI REPRESENTATIVE CAN NO LONGER BECOME A NON-VOTING MEMBER ON THE BOARD OF DIRECTORS SECTION 2.5, B - SECTION 2.5 ELECTION OF DIRECTORS; TERM SERVICE AS A DIRECTOR DURING A TERM BEGUN PRIOR TO SUCH DIRECTOR SHALL NOT COUNT TOWARD A TERM LIMIT. A DIRECTOR IS NOT ELIGIBLE TO SERVE ON THE BOARD FOR ONE (1) YEAR BEFORE BECOMING ELIGIBLE TO SERVE AGAIN AS A DIRECTOR. SECTION 3.1, B - SECTION 3.1 EXECUTIVE COMMITTEE IMMEDIATE PAST PRESIDENTS MAY BE INVITED ON THE EXECUTIVE COMMITTEE BY THE PRESIDENT AND NO LONGER LIMITED TO TWO (2). SECTION 4.2 - OFFICERS, ELECTION AND TERM OF OFFICE PRESIDENT SHALL SERVE A TWO (2) YEAR TERM AND OTHER OFFICERS SHALL SERVE A ONE (1) YEAR TERM. NO OFFICER SHALL SERVE MORE THAN SIX CONSECUTIVE TERMS IN ONE OFFICE (CHANGED FROM THREE). ARTICLE VII - SPECIAL PROVISIONS THIS SECTION HAD BEEN REMOVED FROM THE BYLAWS. |
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO FILING, THE FORM 990 IS CIRCULATED TO THE FINANCE AND EXECUTIVE COMMITTEES AND FULL BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE TRUSTEES AND OFFICERS REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY AND ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY AT THE BEGINNING OF THE SCHOOL YEAR, AS WELL AS DISCLOSE ANY CONFLICTS THROUGHOUT THE YEAR AS REQUIRED BY THE POLICY. IF A CONFLICT IS IDENTIFIED, THE ISSUE IS REVIEWED BY THE EXECUTIVE COMMITEE OF THE BOARD AND THE HEAD OF SCHOOL. |
| FORM 990, PART VI, SECTION B, LINE 15 | FOR THE HEAD OF SCHOOL, THE BOARD APPOINTED AN INDEPENDENT COMMITTEE TO REVIEW AND CONSIDER THE COMPENSATION OF THE HEAD OF SCHOOL BASED ON COMPARABILITY DATA. SALARY SURVEY DATA WAS OBTAINED FOR A NUMBER OF PEER SCHOOLS AND COMPARED TO ENSURE THAT COMPENSATION WAS REASONABLE. THE COMMITTEE HELD SEVERAL MEETINGS WHERE THE DELIBERATION AND DECISIONS OF THE COMMITTEE WERE CONTEMPORANEOUSLY DOCUMENTED. THE INDEPENDENT COMMITTEE'S DECISION ON HEAD OF SCHOOL COMPENSATION WAS PRESENTED TO AND RATIFIED BY THE ENTIRE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | COPIES OF ALL GOVERNING DOCUMENTS ARE LOCATED IN THE POLICY MANUAL IN THE BUSINESS OFFICE AND ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
Comments