2020-07-14T12:20:30-05:00 2019-06-30 420714325 RSM US LLP 9801 WASHINGTONIAN BLVD STE 500 GAITHERSBURG MD 20878 990 2018-07-01 522115715 MILTON GOTTESMAN JEWISH DAY SCHOOL OF THE NATION'S CAPITAL MILT 2022915737 6045 16TH STREET NW WASHINGTON DC 20011 EDNA FRIEDBERG PRESIDENT 2022915737 2020-07-14 1 WILLIAM E TURCO CPA P00369217 3012963600 66.98.98.7 2020-07-14 08:47:12 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 00BFBB601F26E6691F3C42FDB75EEBE807206D5E 2018 2020-09-22 18:59:49Z NAOMI REEM 6045 16TH STREET NW WASHINGTON DC 20011 12687259 0 X WWW.MILTONGOTTESMAN.ORG X 1998 DC MILTON GOTTESMAN JEWISH PRIMARY DAY SCHOOL OF THE NATIONS CAPITAL IS AN INDEPENDENT, PLURALISTIC DAY SCHOOL. 20 20 134 20 0 0 1280356 1241828 8991348 11213627 244092 119146 48512 -5058 10564308 12569543 2291750 3167830 0 0 6760394 7447938 0 0 361430 2884859 3483441 11937003 14099209 -1372695 -1529666 43633105 41308368 12533405 11669552 31099700 29638816 X THE MISSION OF THE MILTON GOTTESMAN JEWISH PRIMARY DAY SCHOOL OF THE NATION'S CAPITAL ("JPDS-NC") IS TO PROVIDE A STRONG FOUNDATION IN JEWISH AND SECULAR LEARNING, LAYING THE GROUNDWORK FOR OUR STUDENTS TO BECOME KNOWLEDGEABLE, RESPONSIBLE JEWS AND CITIZENS, DEEPLY COMMITTED TO THE COMMUNITY AT LARGE, TO JEWISH LIVING AND VALUES, AND TO THE PEOPLE AND STATE OF ISRAEL OUR SCHOOL STRIVES TO CREATE AN ENVIRONMENT FILLED WITH WARMTH, JOY, AND INTELLECTUAL EXCITEMENT THAT CELEBRATES THE UNIQUE QUALITIES OF EACH STUDENT, RESPECTS VARIED APPROACHES TO JUDAISM, FOSTERS A STRONG SENSE OF ETHICS AND OF SELF, EMBRACES DIVERSITY, AND BUILDS A COMMUNITY OF LIFELONG LEARNERS. 0 0 11628617 3167830 11213627 EDUCATION:THE MILTON GOTTESMAN JEWISH DAY SCHOOL OF THE NATION'S CAPITAL IS WHERE ACADEMIC EXCELLENCE, JEWISH TRADITION, STRONG VALUES AND COMMITMENT TO INSTILL LIFELONG LEARNING TO STUDENTS OCCURS. AT MILTON, WE STRIVE TO NURTURE OUR STUDENTS' CURIOSITY, CULTIVATE THEIR IMAGINATION AND ADVANCE THEIR INITIATIVE WITH CRITICAL THINKING SKILLS IN SMALL CLASSES BASED UPON A RICH, INTEGRATED CURRICULUM OF SECULAR HEBREW LANGUAGE AND JEWISH STUDIES COMBINED WITH THE MOST MODERN, RESEARCH-BASED EDUCATIONAL APPROACHES TO ACHIEVE ACADEMIC, PHYSICAL, SPIRITUAL WELL-BEING AND TO FOSTER MUTUAL RESPECT AND PLURALISM IN BECOMING COMPASSIONATE JEWS AND AMERICAN CITIZENS.PRIMARY PARENTS:PRIMARY PARENTS IS THE PARENT AFFILIATION OF THE MILTON GOTTESMAN JEWISH DAY SCHOOL ITS MISSION IS TO FOSTER A SENSE OF COMMUNITY, TO FACILITATE THE INVOLVEMENT OF PARENTS IN THE SCHOOL THROUGH ITS VARIOUS ACTIVITIES AND COMMUNITY EVENTS, AND TO PROVIDE SERVICES TO STUDENTS AND THEIR FAMILIES AS WELL AS FACULTY AND STAFF FUNDS RAISED AND COLLECTED ARE USED TO PROVIDE SUCH SERVICES, FOR TEACHER APPRECIATION AND IN SUPPORT OF SCHOOL PROJECTS AND EVENTS. 11628617 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 134 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 DC X STEVEN J WERNICK CHIEF BUSINESS O 2022915737 6045 16TH STREET NW WASHINGTON DC 20011 STEVE LAUFER PRESIDENT 11.00 X X 0 0 0 EDNA FRIEDBERG PRESIDENT ELECT 2.00 X X 0 0 0 PETER FEDEROWICZ VICE PRESIDENT 2.00 X X 0 0 0 EVAN GOLDMAN VICE PRESIDENT 2.00 X X 0 0 0 DAVID KURTZER-ELLENBOGEN TREASURER 2.00 X X 0 0 0 MARINA FELDMAN SECRETARY 2.00 X X 0 0 0 EMILY APPELBAUM TRUSTEE 2.00 X 0 0 0 DAN BRANDENBURG TRUSTEE 2.00 X 0 0 0 JEFFREY COLMAN TRUSTEE 2.00 X 0 0 0 MIRIAM FEFFER TRUSTEE 2.00 X 0 0 0 HELAINE GREENFELD TRUSTEE 2.00 X 0 0 0 NATHAN LESSER TRUSTEE 2.00 X 0 0 0 ANNEBEN LEVINE TRUSTEE 2.00 X 0 0 0 JEREMY LEVINE TRUSTEE 2.00 X 0 0 0 ADAM PEARLMAN TRUSTEE 2.00 X 0 0 0 MAIA MAGDER TRUSTEE 2.00 X 0 0 0 EMILY MOIDUDDIN TRUSTEE 2.00 X 0 0 0 MICHAEL WILKES-KLEIN TRUSTEE 2.00 X 0 0 0 BLAKEYEDWAB TRUSTEE 2.00 X 0 0 0 KINNEY ZALESNE TRUSTEE 2.00 X 0 0 0 NAOMI REEM HEAD OF SCHOOL 80.00 X 286252 0 31027 STEVEN WERNICK CHIEF BUSINESS OFFICER 60.00 X 117693 0 10984 403945 0 42011 2 0 1 0 COAKLEY WILLIAMS CONSTRUCTION 7475 WISCONSIN AVE 900 BETHESDA MD 20814 GENERAL CONTRACTOR FOR SCHOOL RENOVATION 19166893 GBR ARCHITECTS LLC 500 MONTGOMERY STREET SUITE 200 ALEXANDRIA VA 22314 ARCHITECT FOR SCHOOL RENOVATION 334229 D'BUSMAN PO BOX 1299 LANDOVER MD 20785 BUS TRANSPORTATION SERVICES 299619 3 97764 1144064 12820 1241828 TUITION AND EDUCATION 611710 11213627 11213627 11213627 73224 73224 50683 15490 35193 35193 35193 72357 0 26435 72357 -26435 45922 45922 35540 97764 75791 -40251 -40251 12569543 11213627 0 114088 3428 3428 3164402 3164402 454450 333609 103509 17332 5784148 4188966 1373711 221471 117970 105587 8172 4211 643021 575525 44543 22953 448349 326079 105046 17224 6825 6825 144645 97195 46237 1213 16920 16920 252911 188378 55453 9080 13388 13388 136160 77580 38557 20023 145453 134763 9978 712 322530 279934 35985 6611 390073 381687 8386 89998 89998 298044 274309 20311 3424 1001485 921730 68249 11506 77478 71820 5318 340 CATERING/GROCERIES 239341 199251 16328 23762 EDUCATIONAL SUPPLIES & 194854 182783 12071 BAD DEBT EXPENSE 92203 92203 DUES & SUBSCRIPTIONS 25758 25758 35375 16000 17807 1568 14099209 11628617 2109162 361430 8640 13569 6812313 1942742 1199538 515768 275998 602400 105906 159780 37444521 2251585 31357566 35192936 988580 1000 2408233 2515716 476331 364457 43633105 41308368 4753132 951377 1613006 1510404 5702308 8647686 464959 560085 12533405 11669552 X 4210518 26498982 26481006 2661184 408176 478650 31099700 29638816 43633105 41308368 -1529666 40624 28158 0 X 0 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4710983 1524779 107482 6343244 932760 3746496 31727 4710983 730233 195820 6707 932760 638075 90816 1342 730233 636732 1343 638075 0.92000 0.07550 0.00450 0 0 5583063 5583063 29775717 1594450 28181267 28931 14780 14151 2056810 642355 1414455 35192936 POOLED FUNDS 2515716 F 2515716 CAPITAL LEASE OBLIGATION 77380 DEFERRED COMPENSATION 482705 560085 PART V, LINE 4: THE BOARD OF TRUSTEES HAS DESIGNATED $4,710,983 AND $4,287,538 IN UNRESTRICTED NET ASSETS AS BOARD DESIGNATED NET ASSETS AT JUNE 30, 2019 AND 2018, RESPECTIVELY. ALL CONTRIBUTIONS ARE DONOR-RESTRICTED FOR THE PURPOSE OF A FORWARD FUND. ALL EARNINGS FOR THE ENDOWMENTS ARE REFLECTED AS TEMPORARILY RESTRICTED NET ASSETS, UNTIL APPROPRIATED FOR EXPENDITURE BY THE BOARD OF TRUSTEES. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 POLICY OF RACIAL NONDISCRIMINATION IS STATED IN ALL ADVERTISING AND PROMOTIONAL MATERIAL, AND IS PROMINENTLY DISPLAYED ON THE SCHOOL'S WEBSITE PUBLICATION IN ACCORDANCE WITH IRS PUBLICATION 557, THE SCHOOL PUBLISHED A NOTICE OF NONDISCRIMINATORY POLICY AS TO STUDENTS IN THE BALTIMORE SUN IN DECEMBER 2018. GALA AND AUCTION 133304 97764 35540 21278 42546 750 11217 133304 97764 35540 21278 42546 750 11217 75791 -40251 1 FINANCIAL AID 234 3164402 PART I, LINE 2: THE BOARD OF THE SCHOOL DETERMINES THE TOTAL AMOUNT OF FINANCIAL AID AVAILABLE FOR ANY GIVEN YEAR, AND LEAVES THE PROCESS OF CALCULATING INDIVIDUAL FINANCIAL AID AWARDS TO MANAGEMENT OFFICIALS OF THE SCHOOL. FINANCIAL AID IS AWARDED BY MEANS OF THE FOLLOWING PROCESS: A) FAMILIES OF STUDENTS WHO WISH TO BE CONSIDERED FOR FINANCIAL AID SUBMITS AN APPLICATION WITH SUPPORTING DOCUMENTATIONS. B) THE RESULTS OF THAT APPLICATION ARE REVIEWED BY A FINANCIAL AID COMMITTEE COMPRISED OF SEVERAL MANAGEMENT OFFICIALS OF THE SCHOOL, AND C) A NOTICE OF FINANCIAL AID AWARD IS SENT TO THE FAMILY OF THE PROSPECTIVE STUDENT AS PART OF AN ENROLLMENT CONTRACT. X X X 0 1 0 0 0 0 0 0 0 NAOMI REEM HEAD OF SCHOOL 277252 0 0 0 9000 0 73548 0 22967 0 382767 0 0 0 PART I, LINE 4B NAOMI REEM PARTICIPATED IN A NON-QUALIFIED EXECUTIVE DEFERRED COMPENSATION PLAN. A DEFERRAL WAS MADE DURING THE CALENDAR YEAR ENDING 12/31/2018. 27100 FINANCIAL AID TUITION FORM 990, PART VI, SECTION A, LINE 6 MILTON GOTTESMAN JEWISH DAY SCHOOL IS A MEMBERSHIP CORPORATION, THE MEMBERS OF WHICH ARE THE FAMILIES OF THE CHILDREN ENROLLED IN THE SCHOOL AND OTHER SPECIAL MEMBERS ADMITTED AT THE DISCRETION OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A AT THE ANNUAL MEETING OF MEMBERS, THE MEMBERS VOTE FOR MEMBER DIRECTORS FROM THE NOMINEES SET FORTH IN WRITTEN NOTICE FROM THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS MAY DIRECT THE GOVERNING BODY TO CONSIDER A MATTER OR TO RECONSIDER A MATTER PREVIOUSLY CONSIDERED AND DECIDED BY THE GOVERNING BODY THROUGH ADOPTION OF A RESOLUTION OF SUCH EFFECT OR THROUGH WRITTEN PETITION EXECUTED BY MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE, CHIEF BUSINESS OFFICER, HEAD OF SCHOOL, AND INDEPENDENT OUTSIDE ACCOUNTANTS REVIEW THE FORM 990 PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS REVIEWED ANNUALLY AND SIGNED BY ALL OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES. THE POLICY IS A SELF MONITORING POLICY REQUIRING THAT ALL INVOLVED DISCLOSE ANY CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A AN INDEPENDENT COMMITTEE NEGOTIATES THE HEAD OF SCHOOL'S WRITTEN EMPLOYMENT CONTRACT; ATTORNEYS ARE HIRED BY BOTH PARTIES WHO NEGOTIATE THE FINAL CONTRACT. COMPENSATION IS DETERMINED BY REVIEWING FORM 990 OF COMPARABLE ORGANIZATIONS AND APPROVED BY THE BOARD. THE LAST TIME THE HEAD OF SCHOOL COMPENSATION WAS REVIEWED WAS JULY 2018. AT THIS TIME, NO OTHER OFFICERS, DIRECTORS, OR KEY EMPLOYEES ARE COMPENSATED BY THE SCHOOL. 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 FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).