CONSERVATIVE JEWISH DAY SCHOOL OF DALLAS INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CONSERVATIVE JEWISH DAY SCHOOL OF DALLAS INC (EIN 75-2714693)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-08
- IRS object ID
- 202501289349304275
- Schema version
- 2023v6.0
- 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 | 2025-05-08T16:07:55-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204193611 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Batts Morrison Wales & Lee PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 North Orange Avenue Suite 800 | AddressLine1Txt |
| City | Orlando | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | 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 | BusinessNameLine1Txt |
| Business Name Line2 | of 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 | Tom Elieff | PersonNm |
| Person Title | Head of School | PersonTitleTxt |
| Phone | 9722483032 | PhoneNum |
| Signature | 2025-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michele M Wales | PreparerPersonNm |
| PTIN | P00428093 | PTIN |
| Phone | 4077706000 | PhoneNum |
| Preparation | 2025-04-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | Tom Elieff | 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 | $11,898,254 | 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 and Nate Levine Academy is an inclusive, dynamic, Jewish day school (Continued on Schedule O) that fosters leadership, creativity, critical thinking, and Jewish values while emplowering its students with integrity, self-confidence, and intellectual curiosity. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 222 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,492,158 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,716,528 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,980,437 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,485,457 | CYProgramServiceRevenueAmt |
| PY Investment Income | $122,953 | PYInvestmentIncomeAmt |
| CY Investment Income | $190,032 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$16,573 | PYOtherRevenueAmt |
| CY Other Revenue | $123,876 | CYOtherRevenueAmt |
| PY Total Revenue | $12,578,975 | PYTotalRevenueAmt |
| CY Total Revenue | $11,515,893 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,829,002 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,728,126 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,133,287 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $448,486 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,640,528 | PYOtherExpensesAmt |
| CY Other Expenses | $3,756,757 | CYOtherExpensesAmt |
| PY Total Expenses | $13,197,656 | PYTotalExpensesAmt |
| CY Total Expenses | $11,890,044 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$618,681 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$374,151 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $21,543,278 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,117,209 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $11,529,094 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $11,334,007 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,014,184 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,783,202 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Ann and Nate Levine Academy is an inclusive, dynamic, Jewish day school that fosters leadership, creativity, critical thinking, and Jewish values while emplowering its students with integrity, self-confidence, and intellectual curiosity. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,585,623 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $7,447,596 | RevenueAmt |
| Desc | Ann and Nate Levine Academy ("the School") operates a co-educational day school for ages six weeks though grade eight. The School provided a strong academic and religious education to 433 Jewish children during the year. Academic programs foster critical thinking, creativity, collaboration, problem-solving, community, peoplehood and globalism in Judaic and Hebrew studies. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,277,719 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,037,861 | RevenueAmt |
| Desc | The School's daycare and camp programs encourage the formation of friendships and discovery of interests, while providing an accommodating child care environment for the working parent. Auxiliary programs such as basketball, soccer, drama, music, chess, and art provide an inclusive, interscholastic environment for students to grow, be enriched, and develop their self-esteem. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $9,863,342 | 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 | 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 | 0 | 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 | 35 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 222 | 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 | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | 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 | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tom Elieff | PersonNm |
| 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 |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 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 |
|---|---|---|---|---|---|---|---|
| Julie Wilkofsky | |||||||
| President/Board Member | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Andrea Steiger | |||||||
| Secretary/Board Member | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Neal Rothstein | |||||||
| VP Finance/Board Member | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Teresa Rosenfield | |||||||
| Finance Co-Chair/Board Member (began 7/23) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Brad Behringer | |||||||
| VP Development/Board Member | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Nili Bueckert | |||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Cohen | |||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Sarah Davis | |||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Dan Gold | |||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Roy Greenberg | |||||||
| Board Member (began 7/23) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Hylton Jonas | |||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Emily Kern | |||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Mark Kreditor | |||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Nate Levine | |||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Emily Luskey | |||||||
| Board Member (began 7/23) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Mike Nilevsky | |||||||
| Board Member (began 7/23) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Tina Orlowski | |||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Nilly Ovadia | |||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Risha Kopel Reiman | |||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Shana Staub | |||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Jennifer Tonini | |||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Sandra Veeder | |||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Michael Zimmermann | |||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| Tom Elieff | |||||||
| Head of School | 40.00 | Yes (X) | $288,241 | $0 | $21,625 | ||
| Pauline Motts | |||||||
| Chief Financial Officer (began 8/23) | 40.00 | Yes (X) | $46,431 | $0 | $0 | ||
| Yael Twito | |||||||
| Director of Advancement | 40.00 | $127,612 | $0 | $3,612 | Yes (X) | ||
| Liz Lawlor | |||||||
| K-8 Principal | 40.00 | $111,708 | $0 | $7,336 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $573,992 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $32,573 | 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 (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Meriplex Solutions | |||||
| 10111 Richmond Avenue | Houston | TX | 770424215 | Technology Support and Licensure | $346,640 |
| The Clear Option Building Maintenance | |||||
| 722 Devonshire Dr | Richardson | TX | 75080 | Maintenance and Janitorial | $206,660 |
| Security Reconnaissance Team Inc | |||||
| 2809 Regal Road Ste 103 | Plano | TX | 750756311 | Security Services | $157,092 |
| Rhonda Robics Inc | |||||
| 2200 Sky Harbor Dr | Plano | TX | 75025 | Physical Education instruction | $119,975 |
| Spice of Life Catering | |||||
| 1055 Trend Drive Ste 103 | Carrollton | TX | 750065462 | Catering Services | $103,959 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $286,722 | FundraisingAmt |
| Government Grants | $35,506 | GovernmentGrantsAmt |
| All Other Contributions | $1,394,300 | AllOtherContributionsAmt |
| Noncash Contributions | $232,000 | NoncashContributionsAmt |
| Total Contributions | $1,716,528 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition and Fees | 611600 | $7,447,596 | $7,447,596 |
| Daycare and Camp Programs | 611600 | $1,572,726 | $1,572,726 |
| Auxiliary Activities | 611710 | $465,135 | $465,135 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,485,457 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $143,172 | TotalRevenueColumnAmt |
| Exclusion | $143,172 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $32,241 | 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 | $32,241 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,241 | TotalRevenueColumnAmt |
| Exclusion | $32,241 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $46,860 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $46,860 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,860 | TotalRevenueColumnAmt |
| Exclusion | $46,860 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $382,361 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $286,722 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $382,361 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $91,635 | TotalRevenueColumnAmt |
| Exclusion | $91,635 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $91,635 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,515,893 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,485,457 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $313,908 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $433,780 | TotalAmt |
| Program Services | $191,105 | ProgramServicesAmt |
| Management And General | $178,973 | ManagementAndGeneralAmt |
| Fundraising | $63,702 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,627 | TotalAmt |
| Program Services | $120,553 | ProgramServicesAmt |
| Management And General | $6,481 | ManagementAndGeneralAmt |
| Fundraising | $2,593 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,074,080 | TotalAmt |
| Program Services | $5,532,736 | ProgramServicesAmt |
| Management And General | $332,261 | ManagementAndGeneralAmt |
| Fundraising | $209,083 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,375 | TotalAmt |
| Program Services | $43,263 | ProgramServicesAmt |
| Management And General | $17,715 | ManagementAndGeneralAmt |
| Fundraising | $397 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $432,049 | TotalAmt |
| Program Services | $326,796 | ProgramServicesAmt |
| Management And General | $89,400 | ManagementAndGeneralAmt |
| Fundraising | $15,853 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,002,376 | TotalAmt |
| Program Services | $588,687 | ProgramServicesAmt |
| Management And General | $336,055 | ManagementAndGeneralAmt |
| Fundraising | $77,634 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,675 | TotalAmt |
| Management And General | $29,675 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,000 | TotalAmt |
| Management And General | $33,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,500 | TotalAmt |
| Program Services | $7,000 | ProgramServicesAmt |
| Management And General | $32,500 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,521 | TotalAmt |
| Management And General | $28,521 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $438,292 | TotalAmt |
| Program Services | $347,246 | ProgramServicesAmt |
| Management And General | $88,651 | ManagementAndGeneralAmt |
| Fundraising | $2,395 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $385,876 | TotalAmt |
| Program Services | $333,002 | ProgramServicesAmt |
| Management And General | $51,565 | ManagementAndGeneralAmt |
| Fundraising | $1,309 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $816,004 | TotalAmt |
| Program Services | $722,821 | ProgramServicesAmt |
| Management And General | $83,572 | ManagementAndGeneralAmt |
| Fundraising | $9,611 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,342 | TotalAmt |
| Program Services | $120,336 | ProgramServicesAmt |
| Management And General | $15,684 | ManagementAndGeneralAmt |
| Fundraising | $1,322 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $800,695 | TotalAmt |
| Program Services | $728,632 | ProgramServicesAmt |
| Management And General | $64,056 | ManagementAndGeneralAmt |
| Fundraising | $8,007 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,977 | TotalAmt |
| Program Services | $132,839 | ProgramServicesAmt |
| Management And General | $11,678 | ManagementAndGeneralAmt |
| Fundraising | $1,460 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Student Activities | $591,475 | $582,333 | $6,533 | $2,609 |
| Professional Developmen | $182,841 | $67,216 | $92,552 | $23,073 |
| Miscellaneous | $80,417 | $1,073 | $79,344 | |
| Capital Campaign Expens | $29,438 | $29,438 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,704 | TotalAmt |
| Program Services | $17,704 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,890,044 | TotalAmt |
| Program Services | $9,863,342 | ProgramServicesAmt |
| Management And General | $1,578,216 | ManagementAndGeneralAmt |
| Fundraising | $448,486 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,803 | BOYAmt |
| EOY | $1,635,292 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,878,940 | BOYAmt |
| EOY | $370,114 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $318,791 | BOYAmt |
| EOY | $142,750 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,499 | BOYAmt |
| EOY | $642,620 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,683 | BOYAmt |
| EOY | $155,257 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,661,948 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,740,971 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,238,751 | BOYAmt |
| EOY | $9,920,977 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,408,650 | BOYAmt |
| EOY | $2,571,105 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,194,161 | BOYAmt |
| EOY | $5,679,094 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,543,278 | BOYAmt |
| EOY | $21,117,209 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $498,647 | BOYAmt |
| EOY | $550,390 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,186,069 | BOYAmt |
| EOY | $3,448,616 | 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 | $6,204,378 | BOYAmt |
| EOY | $5,695,001 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,529,094 | BOYAmt |
| EOY | $11,334,007 | 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 | $8,524,520 | BOYAmt |
| EOY | $7,865,971 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,489,664 | BOYAmt |
| EOY | $1,917,231 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,014,184 | BOYAmt |
| EOY | $9,783,202 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,543,278 | BOYAmt |
| EOY | $21,117,209 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$374,151 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $143,169 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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 |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,076,707 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,314,343 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,022,539 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,492,158 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,716,528 | CurrentTaxYearAmt |
| Total | $7,622,275 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,076,707 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,314,343 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,022,539 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,492,158 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,716,528 | CurrentTaxYearAmt |
| Total | $7,622,275 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,225,309 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,396,966 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $53,428 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,135 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $69,905 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $117,723 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $175,413 | CurrentTaxYearAmt |
| Total | $449,604 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,353 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $391,968 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $420,380 | CurrentTaxYearMinus2YearsAmt |
| Total | $821,701 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $340,709 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $473,996 | CurrentTaxYearAmt |
| Total | $814,705 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,708,285 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $48,821,229 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.65890 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78040 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part II: | The Organization is completing the 509(a)(1) Test on Schedule A, Part II, to allow it to qualify for the special rule for Schedule B reporting, in accordance with the Schedule A instructions. |
| Part II, Section B, Line 10: | Other income includes miscellaneous income and gross income from fundraising events. |
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 | $2,377,959 | BeginningYearBalanceAmt |
| Contributions | $2,253 | ContributionsAmt |
| Investment Earnings Or Losses | $249,658 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $88,194 | OtherExpendituresAmt |
| End Year Balance | $2,541,676 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.44673 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.55327 | PrmnntEndowmentBalanceEOYPct |
| 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 | $1,036,681 | DepreciationAmt |
| Book Value | $338,319 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,628,213 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,745,563 | DepreciationAmt |
| Book Value | $6,882,650 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,780,244 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,958,727 | DepreciationAmt |
| Book Value | $821,517 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $40,432 | OtherCostOrOtherBasisAmt |
| Book Value | $40,432 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,920,977 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Contractual Tuition and Fees Receivable | $5,561,961 |
| Right of Use Asset | $117,133 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,679,094 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Contractual Unearned Tuition and Fees | $5,561,961 |
| Lease Liability | $133,040 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,695,001 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $12,569,133 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $143,169 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,142,071 | OtherRevenueAmt |
| Revenue Not Reported | $1,285,240 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,283,893 | RevenueSubtotalAmt |
| Other Revenues Not Included | $232,000 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $232,000 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,515,893 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,800,115 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $910,071 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $910,071 | ExpensesNotReportedAmt |
| Expenses Subtotal | $11,890,044 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,890,044 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 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 Directors to function as endowments, are classified and reported based on the existence or absence of donor-imposed restrictions. The School seeks the advice of investment counsel, as well as management and certain committees of the Board of Directors, when determining amounts to be spent on supported programs. |
| Part XI, Line 2d - Other Adjustments: | Staff Tuition Discounts 759,710. Fundraising Expense 150,361. Noncash fundraising expense not recorded on books 232,000. |
| Part XI, Line 4b - Other Adjustments: | Noncash contributions not recorded on books 232,000. |
| Part XII, Line 2d - Other Adjustments: | Staff Tuition Discounts 759,710. Fundraising Expense 150,361. |
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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | The racially nondiscriminatory policy is published on the School's website. |
| Part I, Line 6a: | 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. During the year ended June 30, 2024, the School received reimbursements under the EANS program in the amount of $5,506. On September 2, 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 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. During the year ended June 30, 2024, the School recognized a receivable and corresponding revenue related to the FEMA security grant in the amount of $30,000. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Annual Gala | Event1Nm |
| Gross Receipts Event1 | $669,083 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $286,722 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $382,361 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $232,000 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $31,689 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $87,302 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $31,370 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $669,083 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $286,722 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $382,361 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $232,000 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $31,689 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $87,302 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $31,370 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $382,361 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Tuition discounts for students attending the School | GrantTypeTxt |
| Recipient | 192 | RecipientCnt |
| Non Cash Assistance | $1,072,315 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | The School provides need-based tuition discounts to students to attend the School. | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | 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 Academy's financial aid committee. The committee reviews this report, along with Levine Academy'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 adjusted gross income as reflected on the most recent IRS Form 1040. The tuition affordability program operates on a first-come, first-served basis and has limited funds. |
| Part III, Tuition Discounts: | The School provides need-based tuition discounts to students to attend the School, and these discounts are reported as non-cash assistance on Schedule I. However, the tuition discounts do not constitute an amount received by the School. Thus, pursuant to the Form 990 instructions, tuition discounts and assistance should not be included in the School's gross receipts (and therefore have not been included in total revenue in Part VIII). For consistency in reporting, the tuition discounts are also not reported as an expense in Form 990, Part IX. |
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 |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 | $260,709 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $15,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $12,532 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $13,495 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $8,130 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $309,866 | 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 CFO and the Director of Advancement received a cell phone allowances of $500 and $600, respectively. The housing allowance and the cell phone allowances 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 | |||
| See Part V | $55,060 | Employment | 0 |
| Colette Lypszyc | |||
| See Part V | $51,128 | Employment | 0 |
| Sara Zimmermann | |||
| See Part V | $23,439 | Employment | 0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Sch L, Part IV, Line 2, column (b): | FormAndLineReferenceDesc |
| Explanation | (a) Name of Person: Rachel Goldin(b) Relationship between Interested Person and Organization:Family member of Dan Gold, Trustee.(a) Name of Person: Colette Lypszyc(b) Relationship between Interested Person and Organization:Family member of Hylton Jonas, Trustee.(a) Name of Person: Sara Zimmermann(b) Relationship between Interested Person and Organization:Family member of Michael Zimmermann, Trustee. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Auction Items | Desc |
| Contribution | 285 | ContributionCnt |
| Noncash Contributions Rpt F990 | $232,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| 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 | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | The School is reporting in Part I, column (b), the number of contributions. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Emily Kern and Julie Wilkofsky have a family relationship. Mark Kreditor and Sarah Davis have a family relationship. |
| Form 990, Part VI, Section B, line 11b | The School's top management official and top financial official each review the School's Form 990 prior to circulating with the School's Board of Trustees for review. A copy of the Form 990 (with donor names and addresses redacted from Schedule B) is provided to the School's Board of Trustees. The donor names and addresses are redacted from the circulated copy in order to protect donor privacy. At the time of circulation of the Form 990, the members of the Board of Trustees are notified that a copy of the Form 990 in its entirety, including Schedule B, is available for their review at the School's business office. The Board of Trustees reviews the 990 and recommends edits as needed prior to approving the final version which is filed with the IRS. |
| Form 990, Part VI, Section B, line 12c | The Organization has a conflict of interest policy. The policy is distributed to each member of the Organization's governing body and officers on an annual basis. Each such individual provides an annual disclosure statement indicating that they have received, read, understood and agreed to comply with the policy, certifying that: (1) they have no relationships or interests that present a conflict of interest, (2) they have one or more conflicts of interest that have been fully disclosed as required by the policy and have been properly administered in conformity with the policy, or (3) they have previously undisclosed conflicts of interest and disclosing the details of such conflicts. Any disclosure statements with previously undisclosed conflicts of interest are forwarded to appropriate Organization officials to take appropriate actions as required by the policy. |
| Form 990, Part VI, Section B, line 15 | The Organization has adopted an executive compensation setting policy applicable to its Head of School ("HOS"). Under the policy, an independent committee of the Board of Directors negotiates a contract with the HOS that outlines annual compensation for the contract term. In its deliberations, the committee utilizes appropriate information regarding compensation amounts paid for comparable positions in comparable organizations. These procedures are followed to ensure that compensation is reasonable and appropriate. The recommnendation of the Committee is sent to the Board for review and approval. The deliberations of the Board are documented in the meeting minutes. |
| Form 990, Part VI, Section C, line 19 | The Organization provides, upon request, copies of its articles of incorporation, bylaws, conflict of interest policy and its financial statements. |
| Form 990, Part XII, Line 2c: | The Organization's Board of Directors, or a committee thereof, assumes responsibility for the oversight of the audit of its financial statements and the selection of an independent accountant. |
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