2020-05-14T14:50:38-05:00 2019-06-30 751396621 CARR RIGGS & INGRAM LLC 12400 COIT ROAD SUITE 1000 DALLAS TX 75251 990 2018-07-01 752714693 THE CONSERVATIVE JEWISH DAY SCHOOL OF DALLAS INC DBA ANN AND NATE LEVINE ACA CONS 9722483032 18011 HILLCREST ROAD DALLAS TX 75252 TOM ELIEFF HEAD OF SCHOOL 9722483032 2020-04-07 1 JAMES Y ALBERT CPA P00105228 2143465800 2020-04-06 104.7.156.39 2020-04-07 12:17:40 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 A46BF5281CB8BE95F390069CE83203205088E5B9 2018 2021-01-29 14:40:06Z TOM ELIEFF 18011 HILLCREST ROAD DALLAS TX 75252 10250015 0 X WWW.LEVINEACADEMY.ORG X 1997 TX 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. 24 24 187 150 0 0 1007752 1353003 7022861 8709591 49773 54530 265067 16899 8345453 10134023 0 1423658 0 0 5955042 6075247 0 0 189469 2513717 2566251 8468759 10065156 -123306 68867 15400160 15807621 4948425 5212090 10451735 10595531 X 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. 0 0 7358869 1423658 7790056 ACADEMIC PROGRAMS-PROVIDED A STRONG ACADEMIC AND RELIGIOUS EDUCATION TO ABOUT 423 JEWISH CHILDREN. THE PROGRAM PROVIDES A SENSE OF RELIGIOUS AND CULTURAL UNDERSTANDING AND PRIDE. 446322 600390 ENRICHMENT, DAYCARE, AND CAMP PROGRAMS-PROVIDED AN ENVIRONMENT FOR THE WORKING PARENT FOR CHILD CARE. 406211 319145 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. 72063 EDUCATIONAL SUPPORTING SERVICES. 72063 8211402 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 187 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X BRAD FLEURY 9722483032 18011 HILLCREST DALLAS TX 75252 SOLOMON ISRAEL PRESIDENT 2.00 X X 0 0 0 SANDY MARKS PRESIDENT ELECT 2.00 X X 0 0 0 MARC GROSSFELD VP FINANCE 2.00 X X 0 0 0 JENNIFER GOLDSTEIN SECRETARY 2.00 X X 0 0 0 JONATHAN BLUM CSI REP 2.00 X 0 0 0 JOANNE HAZAN LEVINE REP 2.00 X 0 0 0 MARLO MICHAELI LEVINE REP 2.00 X 0 0 0 JODI LEMESHEV VP DEVELOPMENT 2.00 X 0 0 0 YURY MINTSKOVSKY LEVINE REP 2.00 X 0 0 0 MICHAEL COHEN LEVINE REP 2.00 X 0 0 0 ADAM STERN LEVINE REP 2.00 X 0 0 0 DAN GOLD LEVINE REP 2.00 X 0 0 0 JULIE WILKOFSKY LEVINE REP 2.00 X 0 0 0 MAHRA PAILET CSI REP 2.00 X 0 0 0 CARRIE STERNBERG LEVINE REP (THRU 3/19/19) 2.00 X 0 0 0 JANIS PEISER COMMUNITY REP 2.00 X 0 0 0 ANN LEVINE COMMUNITY REP 2.00 X 0 0 0 HELEN RISCH COMMUNITY REP (THRU 4/10/19) 2.00 X 0 0 0 SHAUN MEDOWS CSI REP 2.00 X 0 0 0 RISHA REIMAN LEVINE REP 2.00 X 0 0 0 HYLTON JONAS COMMUNITY REP 2.00 X 0 0 0 LEE RAPHAEL LEVINE REP 2.00 X 0 0 0 JOSH ROTHSTEIN LEVINE REP 2.00 X 0 0 0 MICHAEL ZIMMERMANN LEVINE REP 2.00 X 0 0 0 TOM ELIEFF HEADMASTER 40.00 X 252405 0 15021 ELIZABETH LAWLOR K-8 PRINCIPAL 40.00 X 104936 0 9469 STACEY BEHRENDT EARLY CHILDHOOD DIRECTOR 40.00 X 103000 0 0 460341 0 24490 3 0 1 0 0 311492 1041511 1353003 SCHOOL TUITION & FEES 611600 7790056 7790056 DAYCARE/CAMP PROGRAMS 611600 600390 600390 STUDENT ACTIVITIES 611600 319145 319145 8709591 54688 54688 21801 21959 -158 -158 -158 38869 311492 94033 -55164 -55164 EDUCATIONAL SUPPORTING 611710 72063 72063 72063 10134023 8781654 0 -634 1423658 1423658 460341 207936 252405 4939096 4084812 724524 129760 283811 166259 115729 1823 391999 320979 61093 9927 24895 24895 29588 29588 83984 83984 563073 450459 112614 88513 70810 17703 STUDENT ACTIVITIES 423871 423871 REPAIRS & MAINTENANCE 404587 323670 80917 TECHNOLOGY 247718 198174 49544 INSTRUCTIONAL MATERIALS 208102 208102 491920 248688 195273 47959 10065156 8211402 1664285 189469 61417 1229386 1113658 450541 656063 668658 264064 206109 19460112 8420982 11206080 11039130 2056452 2188309 42426 25488 15400160 15807621 411033 423281 2897392 3154296 1640000 1634513 4948425 5212090 X 9150817 9345858 834927 779793 465991 469880 10451735 10595531 15400160 15807621 68867 88566 -13637 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 2438409 121850 159375 2400884 2322904 280037 127460 291992 2438409 1929358 495354 165313 267121 2322904 2068337 6556 52860 92675 1929358 2111822 9328 64176 116989 2068337 0.47950 0.19570 0.32480 1 0 1838059 1838059 1375000 864806 510194 13786659 5336602 8450057 2460394 2219574 240820 11039130 X 10302985 88566 88566 10214419 13637 -94033 -80396 10134023 10159189 0 10159189 -94033 -94033 10065156 PART V, LINE 4: UPGRADE AND MAINTENANCE OF SCHOOL FACILITIES AND PROGRAMS. PART X, LINE 2: THE SCHOOL BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: EXPENSES FROM FUNDRAISING EVENTS SHOWN ON PART VIII LINE 8 PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSES FROM FUNDRAISING INCLUDED ON PART VIII LINE 8B 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 PUBLIC NOTICE PROVIDED IN PLANO STAR COURIER ANNUAL GALA 350361 311492 38869 94033 0 350361 311492 38869 94033 94033 -55164 1 NEED-BASED FINANCIAL ASSISTANCE 173 1423658 0 N/A N/A PART I, LINE 2: FINANCIAL AID AWARDS ARE APPLIED DIRECTLY TO STUDENT ACCOUNTS. X 1 1 X X X 0 0 0 0 0 0 0 0 0 TOM ELIEFF HEADMASTER 252405 0 0 0 0 0 0 0 15021 0 267426 0 0 0 ELIZABETH LAWLOR K-8 PRINCIPAL 104936 0 0 0 0 0 0 0 9469 0 114405 0 0 0 STACEY BEHRENDT EARLY CHILDHOOD DIRECTOR 103000 0 0 0 0 0 0 0 0 0 103000 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A CONGREGATION SHEARITH ISRAEL HAS THE POWER TO DESIGNATE ONE-SIXTH OF THE DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B CONGREGATION SHEARITH ISRAEL HAS TO GIVE CONSENT IF THE SCHOOL WANTS TO ESTABLISH A SYNAGOGUE OR ALLOW ANOTHER SYNAGOGUE TO OPERATE RELIGIOUS SERVICES ON ITS SITE. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, THE FORM 990 IS CIRCULATED TO THE BOARD PRESIDENT, VICE PRESIDENT OF FINANCE, HEAD OF SCHOOL AND OTHER MEMBERS OF THE FINANCE COMMITTEE, EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES 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. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION REVIEW POLICY FOR HEAD OF SCHOOL: THE HEAD OF SCHOOL SUPPORT AND EVALUATION COMMITTEE ANNUALLY REVIEWS THE PERFORMANCE OF THE HEAD OF SCHOOL AND RECOMMENDS TO THE FULL BOARD REGARDING THE CONTINUATION OF THE HEAD OF SCHOOL CONTRACT AND THE REASONABLENESS OF HEAD OF SCHOOL COMPENSATION THROUGH A REVIEW OF COMPARABILITY DATA. THE FULL BOARD THEN APPROVES THE CONTINUATION OF THE HEAD OF SCHOOL CONTRACT AND THE COMPENSATION SET FORTH THEREIN. COMPENSATION REVIEW POLICY FOR OTHER KEY EMPLOYEES: FOR ALL KEY EMPLOYEES WHO ARE ALSO DIRECT REPORTS TO THE HEAD OF SCHOOL, THE HEAD HAS THE AUTHORITY TO ESTABLISH AND REVIEW COMPENSATION IN CONJUCTION WITH THE HR DIRECTOR. 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.