2022-05-11T11:33:51-05:00 2021-06-30 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR 700 WESTCHESTER IL 60154 990 2020-07-01 362166955 BERNARD ZELL ANSHE EMET DAY SCHOOL BERN 7732811858 3751 NORTH BROADWAY STREET CHICAGO IL 60613 DAVID MANN CHAIR 7732811858 2022-05-11 1 DAVID MANN 999009999 PAUL DOETSCH P01450352 3123680500 2022-05-11 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DAVID MANN 3751 NORTH BROADWAY STREET CHICAGO IL 60613 20478864 0 X WWW.BERNARDZELL.ORG X 1954 IL AN INDEPENDENT JEWISH DAY SCHOOL PROVIDING STUDENTS WITH A COMPREHENSIVE GENERAL & JEWISH EDUCATION. 24 24 176 110 0 0 5332835 5305603 14870422 14901730 56789 5261 119250 107950 20379296 20320544 2543328 2828338 0 0 10698086 10437170 0 59082 393769 5086619 5541019 18328033 18865609 2051263 1454935 73538178 69026609 14495777 8529273 59042401 60497336 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 16094368 2828338 14901730 FROM EARLY CHILDHOOD THROUGH MIDDLE SCHOOL, 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. 16094368 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 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 41 0 1 176 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IL X JACQUELINE FRIEDMAN 7735721233 3751 NORTH BROADWAY STREET CHICAGO IL 60613 DEBBIE COOPER CHAIR 10.00 X X 0 0 0 ADAM DEWITT TREASURER 10.00 X X 0 0 0 ANDREW LUCAS BOARD MEMBER 4.00 1.00 X 0 0 0 JAMES HIRSHORN BOARD MEMBER 4.00 X 0 0 0 DANA HIRT BOARD MEMBER 4.00 X 0 0 0 CRAIG ALBERT BOARD MEMBER 4.00 X 0 0 0 COBY DERRINGER BOARD MEMBER- PAST 0.00 X 0 0 0 DAVID SIMON BOARD MEMBER 4.00 X 0 0 0 LORI KOMISAR BOARD MEMBER 4.00 X 0 0 0 BARRY MALKIN BOARD MEMBER 4.00 X 0 0 0 MICHAEL MASTERS BOARD MEMBER 4.00 X 0 0 0 MICHAEL PUCKER BOARD MEMBER 4.00 1.00 X 0 0 0 ANDREA LAVIN SOLOW BOARD MEMBER 4.00 X 0 0 0 ANDREA GROSTERN BOARD MEMBER 4.00 X 0 0 0 MIKE LUFRANO BOARD MEMBER 4.00 1.00 X 0 0 0 MIRIAM LICHSTEIN BOARD MEMBER 4.00 X 0 0 0 TRACY ANKIN BOARD MEMBER- PAST 0.00 X 0 0 0 SHERYL BELLICK BOARD MEMBER 4.00 X 0 0 0 STEVE BRODSKY BOARD MEMBER 4.00 X 0 0 0 DANNY COHEN BOARD MEMBER 4.00 X 0 0 0 JESSICA MALKIN BOARD MEMBER 4.00 X 0 0 0 STACY DERBY BOARD MEMBER - NEW 4.00 X 0 0 0 RACHEL GELLER BOARD MEMBER - NEW 4.00 X 0 0 0 RON HUBERMAN BOARD MEMBER - NEW 4.00 X 0 0 0 DANIEL KAUFMAN BOARD MEMBER - NEW 4.00 X 0 0 0 GARY WEISSERMAN HEAD OF SCHOOL 50.00 1.00 X 312000 0 32234 AUDRIS WONG EX-OFFICIO TRUSTEE/ COO 50.00 1.00 X 176000 0 5833 DAVID MANN BOARD MEMBER 4.00 X 0 0 0 MARNA GOLDWIN CHIEF ADVANCEMENT OFFICER - PAST 40.00 X 169895 0 22453 STEPHANIE BLOOM - WASHOFSKY HEAD OF MIDDLE SCHOOL 40.00 X 135065 0 6703 ABIGAIL ALONI MOROH HEAD OF EARLY CHILDHOOD 40.00 X 119006 0 28157 MATTHEW TOBIAS DIRECTOR OF SECURITY 40.00 X 144622 0 5412 KAREN LEAVITT HEAD OF LOWER SCHOOL 40.00 X 126000 0 9375 1182588 0 110167 7 0 1 0 SAGE DINING SERVICE 1402 YORK RD LUTHERVILLE MD 21093 DINING 579948 FILTER SERVICE INC 1065 CHASE AVE ELK GROVE VILLAGE IL 60007 MAINTENANCE 122661 2 1928456 3377147 136620 5305603 TUITION 611710 12263478 12263478 FEES AND AUXILIARY PROGRAMS 611710 2638252 2638252 14901730 3575 3575 136641 134955 1686 1686 1686 131315 23365 107950 107950 20320544 14901730 0 113211 2828338 2828338 526067 344234 181833 8000659 7032817 800467 167375 421016 367639 44918 8459 919975 759214 142954 17807 569453 489485 68544 11424 32286 32286 32500 32500 59082 59082 238 238 857461 743785 100885 12791 70322 70322 1215483 438719 759779 16985 239340 239340 1669359 1640377 28982 74570 74570 1032732 1017744 14988 69019 69019 FIELD TRIPS 150025 150025 BAD DEBT 55007 29757 25250 OTHER ACTIVITIES 42651 42651 EVENTS 26 26 18865609 16094368 2377472 393769 9572618 8529299 32364293 29355508 196383 331587 144231 174453 40315812 9700727 31257881 30615085 2772 20677 73538178 69026609 1887376 1422990 3138797 2916226 9469604 4190057 14495777 8529273 X 25835662 29253754 33206739 31243582 59042401 60497336 73538178 69026609 1454935 0 X 0 1 X 1 0 X 2490930 12515797 6575656 5328099 5305603 32216085 2490930 12515797 6575656 5328099 5305603 32216085 32216085 120468 111304 54600 56873 3575 346820 32562905 0.98930 0.99430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8102752 8102752 28591879 7146518 21445361 640522 248202 392320 2728283 2227586 500697 252376 78421 173955 30615085 X 18381978 -1961693 -1961693 20343671 238 -23365 -23127 20320544 16927043 -1961693 -1961693 18888736 238 -23365 -23127 18865609 PART X, LINE 2: BERNARD ZELL HAS BEEN DETERMINED TO BE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT BERNARD ZELL IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. BERNARD ZELL QUALIFIES UNDER SECTION 170(B)(1)(A) TO RECEIVE DEDUCTIBLE CHARITABLE CONTRIBUTIONS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE BERNARD ZELL TO EVALUATE TAX POSITIONS TAKEN BY BERNARD ZELL AND RECOGNIZE A TAX LIABILITY IF BERNARD ZELL HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. BERNARD ZELL IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: STUDENT TUITION ASSISTANCE -1,961,693. PART XI, LINE 4B - OTHER ADJUSTMENTS: EXPENSES DIRECTLY RELATED TO FUNDRAISING -23,365. PART XII, LINE 2D - OTHER ADJUSTMENTS: STUDENT TUITION ASSISTANCE -1,961,693. PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSES DIRECTLY RELATED TO FUNDRAISING -23,365. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION'S NONDISCRIMINATORY POLICY IS PUBLISHED IN NEWSPAPER ADVERTISING, BROCHURES AND ALSO ON THE ORGANIZATION'S WEBSITE. X X X X X X 1 EVOLVE GIVING GROUP PO BOX 205 HINSDALE IL 60522 PROFESSIONAL FUNDRAISING CONSULTANT 0 0 59082 -59082 59082 -59082 IL THURSDAY NIGHT LIVE 131315 131315 2991 20374 131315 131315 2991 20374 23365 107950 1 TUITION ASSISTANCE 151 2828338 PART I, LINE 2: BERNARD ZELL USES AN OBJECTIVE, THIRD PARTY VENDOR TO COLLECT TUITION ASSISTANCE DATA, EVALUATE RESULTS AND ADVISE ON AWARD DETERMINATIONS. BERNARD ZELL TUITION ASSISTANCE AWARDS COMMITTEE DOES A BLIND REVIEW OF THE DATA AND MAKES ANNUAL NEEDS-BASED AWARDS TO DESERVING STUDENTS/FAMILIES. TUITION REMISSION IS PROVIDED AS A BENEFIT TO ALL QUALIFIED FULL-TIME MEMBERS OF THE SCHOOL'S FACULTY, ADMINISTRATION AND STAFF, WHO HAVE STUDENTS ELIGIBLE FOR ADMISSION TO THE SCHOOL. FEES ARE THE RESPONSIBILITY OF THE FACULTY, ADMIN OR STAFF MEMBER. X 1 1 X X X 0 0 0 0 0 0 0 0 0 GARY WEISSERMAN HEAD OF SCHOOL 312000 0 0 0 0 0 0 0 32234 0 344234 0 0 0 MARNA GOLDWIN CHIEF ADVANCEMENT OFFICER - PAST 169895 0 0 0 0 0 12676 0 9777 0 192348 0 0 0 AUDRIS WONG EX-OFFICIO TRUSTEE/ COO 176000 0 0 0 0 0 5833 0 0 0 181833 0 0 0 MATTHEW TOBIAS DIRECTOR OF SECURITY 144622 0 0 0 0 0 5412 0 0 0 150034 0 0 0 PART I, LINE 1A PER HEAD OF SCHOOL CONTRACT, THE SCHOOL COVERS A PORTION OF HOUSING EXPENSES UPON RECEIVING HOUSING RELATED RECEIPTS. VARIOUS BOARD MEMBERS AND EMPLOYEES BOARD MEMBER OR EMPLOYEE FAMILIES 109251 TUITION ASSISTANCE X 18 136620 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE DIRECTOR OF FINANCE INSPECTS FORM 990 AND REVIEWS IT WITH THE HEAD OF SCHOOL AND THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS, COMPARING THE TAX RETURN WITH INTERNAL RECORDS. THE RETURN IS THEN SHARED WITH THE BOARD OF DIRECTORS IN ADVANCE OF FILING. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES, OFFICERS, BOARD MEMBERS AND THEIR FAMILY MEMBERS ARE COVERED UNDER THE CONFLICT OF INTEREST POLICY. BOARD MEMBERS SIGN A CONFLICT OF INTEREST DISCLOSURE ANNUALLY. PARTIES WITH POTENTIAL CONFLICTS ARE REQUIRED TO DISCLOSE THE CIRCUMSTANCES TO THEIR SUPERVISOR OR THE BOARD CHAIR, WHO DETERMINES WHETHER A DISCUSSION WITH THE AUDIT COMMITTEE, THE EXECUTIVE COMMITTEE, OR THE FULL BOARD IS WARRANTED IN ORDER TO DECIDE IF A CONFLICT OF INTEREST EXISTS. IF A CONFLICT EXISTS AT THE BOARD LEVEL, THE INTERESTED BOARD MEMBER CANNOT PARTICIPATE DURING DISCUSSION AND VOTING ON THE AFFECTED MATTER. ALL OTHER PARTIES WITH CONFLICTS MUST REFRAIN FROM ANY ACTION RELATED TO THE ORGANIZATION'S PARTICIPATION IN THE AFFECTED MATTER. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD PREPARES AND APPROVES A MULTI-YEAR WRITTEN CONTRACT DETAILING THE COMPENSATION OF THE HEAD OF SCHOOL. THE COMPENASATION 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. BERNARD ZELL ANSHE EMET DAY SCHOOL ENDOWMENT FUND 3751 N BROADWAY STREET CHICAGO IL 60613 366124627 SCHOOL SUPPORT IL 501(C)(3) 12A, TYPE I BERNARD ZELL ANSHE EMET DAY SCHOOL 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0