2023-05-12T13:14:40-05:00 2022-06-30 946214841 ARMANINO LLP 6 CITYPLACE DRIVE SUITE 900 ST LOUIS MO 63141 990 2021-07-01 362166955 BERNARD ZELL ANSHE EMET DAY SCHOOL BERN 7732811858 3751 NORTH BROADWAY STREET CHICAGO IL 60613 ANDREA GROSTERN CO-CHAIR 7732811858 2023-05-10 1 ANDREA GROSTERN 999009999 JENNIFER M VACHA P01251998 3149831200 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z ANDREA GROSTERN 3751 NORTH BROADWAY STREET CHICAGO IL 60613 18929385 0 X WWW.BERNARDZELL.ORG X 1954 IL AN INDEPENDENT JEWISH DAY SCHOOL PROVIDING STUDENTS WITH A COMPREHENSIVE GENERAL & JEWISH EDUCATION. 23 23 180 110 0 0 5305603 3568824 14901730 14890846 5261 3010 107950 39444 20320544 18502124 2828338 1905531 0 0 10437170 11478218 59082 57750 629051 5541019 5855078 18865609 19296577 1454935 -794453 78382190 74876258 17884854 15173672 60497336 59702586 BERNARD ZELL IS AN INDEPENDENT JEWISH DAY SCHOOL FOR THE 21ST CENTURY WHERE ACADEMIC PURPOSE, COLLABORATIVE LEARNING, AND A DEEP COMMITMENT TO HUMANITY DEVELOP ENGAGED, CONFIDENT LEARNERS AND COMPASSIONATE LEADERS FOR A STRONGER, MORE VIBRANT COMMUNITY AND WORLD. 0 0 15546256 1905531 14890846 FROM EARLY CHILDHOOD THROUGH MIDDLE SCHOOL, BERNARD ZELL ANSHE EMET DAY SCHOOL STRIVES TO INSPIRE STUDENTS TO LOVE LEARNING THROUGH INNOVATIVE TEACHING, HANDS-ON EXPLORATION, AND DISCOVERY. RIGOROUS GENERAL STUDIES AND COMPREHENSIVE JEWISH LEARNING ARE ALWAYS WRAPPED IN THE WARMTH AND VALUES OF A UNIQUE JEWISH COMMUNITY. IN THE 2021 - 2022 SCHOOL YEAR, 441 STUDENTS WERE ENROLLED. 15546256 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 1 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 1 0 0 0 1 44 0 1 180 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IL X THE ORGANIZATION 7732811858 3751 NORTH BROADWAY STREET CHICAGO IL 60613 DAVID MANN CO-CHAIR 10.00 0.00 X X 0 0 0 ANDREA GROSTERN CO-CHAIR 10.00 0.00 X X 0 0 0 ADAM DEWITT TREASURER 10.00 0.00 X 0 0 0 CRAIG ALBERT BOARD MEMBER 4.00 0.00 X 0 0 0 SHERYL BELLICK BOARD MEMBER 4.00 0.00 X 0 0 0 STEVE BRODSKY BOARD MEMBER 4.00 0.00 X 0 0 0 DANNY COHEN BOARD MEMBER 4.00 0.00 X 0 0 0 DEBORAH COOPER BOARD MEMBER 4.00 0.00 X 0 0 0 MERRITT DEWITT BOARD MEMBER 4.00 0.00 X 0 0 0 BEN ELLIS BOARD MEMBER 4.00 0.00 X 0 0 0 RACHEL GELLER BOARD MEMBER 4.00 0.00 X 0 0 0 DANA HIRT BOARD MEMBER 4.00 0.00 X 0 0 0 RON HUBERMAN BOARD MEMBER 4.00 0.00 X 0 0 0 DANIEL KAUFMAN BOARD MEMBER 4.00 0.00 X 0 0 0 MIRIAM LICHSTEIN BOARD MEMBER 4.00 0.00 X 0 0 0 ANDREW LUCAS BOARD MEMBER 4.00 1.00 X 0 0 0 MICHAEL LUFRANO BOARD MEMBER 4.00 1.00 X 0 0 0 BARRY MALKIN BOARD MEMBER 4.00 0.00 X 0 0 0 JESSICA MALKIN BOARD MEMBER 4.00 0.00 X 0 0 0 MICHAEL MASTERS BOARD MEMBER 4.00 0.00 X 0 0 0 MICHAEL PUCKER BOARD MEMBER 4.00 1.00 X 0 0 0 SHARON ROSENBERG BOARD MEMBER 4.00 0.00 X 0 0 0 ANDREA LAVIN SOLOW BOARD MEMBER 4.00 0.00 X 0 0 0 GARY WEISSERMAN HEAD OF SCHOOL 50.00 1.00 X 348793 0 33158 BARBARA VIJUK CHIEF OPERATING OFFICER 50.00 1.00 X 82821 0 248 MATTHEW TOBIAS DIRECTOR OF SECURITY 40.00 0.00 X 149431 0 7939 STEPHANIE BLOOM HEAD OF MIDDLE SCHOOL 40.00 0.00 X 141887 0 7446 KAREN LEAVITT HEAD OF LOWER SCHOOL 40.00 0.00 X 130750 0 10842 ABIGAIL ALONI MOROH HEAD OF EARLY CHILDHOOD 40.00 0.00 X 125837 0 30611 KATIE RICH DIRECTOR OF EXTERNAL RELATIONS 40.00 0.00 X 120580 0 27653 1100099 0 117897 14 0 1 0 SAGE DINING SERVICES INC 1402 YORK ROAD LUTHERVILLE MD 21093 FOOD SERVICE 772163 SAFEGUARD SCREENING 9300 W OGDEN AVE BROOKFIELD IL 60513 COVID-19 TESTING 257460 PROVENIT 18450 CROSSING DRIVE SUITE A TINLEY PARK IL 60487 IT SERVICES 112200 EVOLVE GIVING GROUP PO BOX 205 HINSDALE IL 60522 FUNDRAISING SERVICES 104295 4 183143 42696 3342985 184583 3568824 TUITION & FEES 611110 14890846 14890846 14890846 1535 1535 341000 210 339735 0 1265 210 1475 1475 123048 183143 87526 35522 35522 3922 0 3922 3922 18502124 14890846 0 42454 1905531 1905531 548635 74057 400521 74057 8088568 6851468 975895 261205 406721 329060 62375 15286 1837837 1496666 309330 31841 596457 477166 95433 23858 29110 29110 46500 46500 57750 57750 92 92 886243 477999 395006 13238 47597 15698 31899 19782 1250 18532 237260 191963 34871 10426 1917465 1661824 205870 49771 17915 15300 2615 45539 36845 6693 2001 1058555 844332 164328 49895 85375 69075 12548 3752 SUPPLIES AND FOOD 1314339 1078446 209989 25904 RECRUITING 76688 76688 DUES AND SUBSCRIPTIONS 64648 11606 42975 10067 FILED TRIPS 7970 7970 19296577 15546256 3121270 629051 8529299 8497033 29355508 27832771 331587 247762 174453 173352 40526110 10759280 30615085 29766830 20677 1399 9355581 8357111 78382190 74876258 1422990 1374412 2916226 3564903 4190057 1877246 9355581 8357111 17884854 15173672 X 29253754 30159165 31243582 29543421 60497336 59702586 78382190 74876258 X -794453 -297 X 0 1 X 1 0 X 12550675 6575656 5332835 5305603 3568824 33333593 12550675 6575656 5332835 5305603 3568824 33333593 8450790 24882803 111304 54932 56995 3575 1535 228341 72233 81945 119250 107950 39444 420822 33982756 73808827 0.73220 0.98930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8102752 8102752 28689174 8044575 20644599 640522 264215 376307 2841286 2367009 474277 252376 83481 168895 29766830 CONTRACTUAL TUITION AND FEES RECEIVABLE 8357111 8357111 CONTRACTUAL UNEARNED TUITION AND FEES 8357111 8357111 X PART X, LINE 2: BOTH THE BERNARD ZELL ANSHE EMET DAY SCHOOL AND THE ENDOWMENT CORPORATION ARE TAX-EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THERE ARE NO PROVISIONS FOR INCOME TAXES. BERNARD ZELL HAS EVALUATED ITS CURRENT TAX POSITIONS AND HAS CONCLUDED THAT AS OF JUNE 30, 2022, BERNARD ZELL DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION'S NONDISCRIMINATORY POLICY IS PUBLISHED IN NEWSPAPER ADVERTISING, BROCHURES AND ALSO ON THE ORGANIZATION'S WEBSITE. SCHEDULE E, PART I, LINE 6 ON MAY 12, 2021, BERNARD ZELL WAS NOTIFIED BY THE ILLINOIS STATE BOARD OF EDUCATION ("ISBE") OF ITS ELIGIBILITY FOR REIMBURSEMENTS, DIRECT SERVICES, AND/OR EQUIPMENT IN THE AMOUNT OF $121,673 AS PART OF THE EMERGENCY ASSISTANCE TO NON-PUBLIC SCHOOLS ("EANS") PROGRAM UNDER THE 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 COVID-19 HAS HAD ON NONPUBLIC SCHOOL STUDENTS AND TEACHERS. FUNDING WAS DISTRIBUTED BY THE ISBE BASED ON A PER-STUDENT BASE RATE, WITH AN ADDITIONAL SUPPLEMENTAL RATE FOR EACH STUDENT FROM A LOW-INCOME FAMILY. DURING THE YEAR ENDED JUNE 30, 2022, BERNARD ZELL SUBMITTED FOR AND RECEIVED $42,696 IN EANS FUNDING FOR QUALIFYING EXPENSE INCURRED. X X X X X X 1 EVOLVE GIVING GROUP PO BOX 205 HINSDALE IL 60522 PROFESSIONAL FUNDRAISING SERVICES & INTERIM DIRECTOR OF DEV. 0 136000 57750 78250 136000 57750 78250 IL DINNER AUCTION 306191 183143 123048 43810 14395 29321 306191 183143 123048 43810 14395 29321 87526 35522 1 TUITION ASSISTANCE 129 1905531 PART I, LINE 2: BERNARD ZELL USES AN OBJECTIVE, THIRD PARTY VENDOR TO COLLECT TUITION ASSISTANCE DATA, EVALUATE RESULTS AND ADVISE ON AWARD DETERMINATIONS. THE TUITION ASSISSTANCE AWARDS COMMITTEE PERFORMS A BLIND REVIEW OF THE DATA AND MAKES ANNUAL NEEDS-BASED AWARDS TO DESERVING STUDENTS AND FAMILIES. X 1 1 X X X X 0 0 0 0 0 0 0 0 0 GARY WEISSERMAN HEAD OF SCHOOL 287793 0 25000 0 36000 0 0 0 33158 0 381951 0 0 0 MATTHEW TOBIAS DIRECTOR OF SECURITY 147931 0 1500 0 0 0 7397 0 542 0 157370 0 0 0 ABIGAIL ALONI MOROH HEAD OF EARLY CHILDHOOD 123837 0 2000 0 0 0 12428 0 18183 0 156448 0 0 0 PART I, LINE 1A THE HEAD OF SCHOOL'S COMPENSATION INCLUDES A HOUSING ALLOWANCE PROVISION. THIS BENEFIT IS INCLUDED IN TAXABLE COMPENSATION. BOARD MEMBER(S) BOARD MEMBER(S) 80700 TUITION ASSISTANCE NEED-BASED X 12 184583 PUBLICLY TRADED EXCHANGE 1 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 2 TREASURER ADAM DEWITT AND BOARD MEMBER MERRITT DEWITT HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE DIRECTOR OF FINANCE INSPECTS FORM 990 AND REVIEWS IT WITH THE HEAD OF SCHOOL AND THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS, COMPARING THE TAX RETURN WITH INTERNAL RECORDS. THE RETURN IS THEN SHARED WITH THE BOARD OF DIRECTORS IN ADVANCE OF FILING. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES, OFFICERS, BOARD MEMBERS AND THEIR FAMILY MEMBERS ARE COVERED UNDER THE CONFLICT-OF-INTEREST POLICY. BOARD MEMBERS SIGN A CONFLICT OF INTEREST DISCLOSURE ANNUALLY. PARTIES WITH POTENTIAL CONFLICTS ARE REQUIRED TO DISCLOSE THE CIRCUMSTANCES TO THEIR SUPERVISOR OR THE BOARD CHAIR, WHO DETERMINES WHETHER A DISCUSSION WITH THE AUDIT COMMITTEE, THE EXECUTIVE COMMITTEE, OR THE FULL BOARD IS WARRANTED IN ORDER TO DECIDE IF A CONFLICT OF INTERESTS EXISTS. IF A CONFLICT EXISTS AT THE BOARD LEVEL, THE INTERESTED BOARD MEMBER CANNOT PARTICIPATE DURING DISCUSSION AND VOTING ON THE AFFECTED MATTER. ALL OTHER PARTIES WITH CONFLICTS MUST REFRAIN FROM ANY ACTION RELATED TO THE ORGANIZATION'S PARTICIPATION IN THE AFFECTED MATTER. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD PREPARES AND APPROVES A MUTLI-YEAR WRITTEN CONTRACT DETAILING THE COMPENSATION OF THE HEAD OF SCHOOL. THE COMPENSATION AMOUNT IS DETERMINED IN PART USING INDUSTRY SURVEYS AND PUBLIC FILINGS OF SIMILAR ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE -297. BERNARD ZELL ANSHE EMET DAY SCHOOL ENDOWMENT FUND 3751 NORTH BROADWAY STREET CHICAGO IL 60613 366124627 SUPPORT BERNARD ZELL ANSHE EMET DAY SCHOOL IL 501(C)(3) 12A, TYPE 1 BERNARD ZELL ANSHE EMET DAY SCHOOL 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0