2019-05-10T14:06:06-05:00 2018-06-30 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR 700 WESTCHESTER IL 60154 990 2017-07-01 362166955 BERNARD ZELL ANSHE EMET DAY SCHOOL BERN 7732811858 3751 NORTH BROADWAY STREET CHICAGO IL 60613 DEBORAH S COOPER CHAIR 7732811858 2019-05-10 1 PAUL DOETSCH P01450352 3123680500 12.235.239.120 2019-05-10 14:07:03 CD P 93A4F84426990A9A61EBC632D98786EB8E4F1B1D DBF743AF1216C3B70D6C9C598EE47CA4DBC4F1E6 2017 2019-02-21 02:37:17Z DEBORAH S COOPER 3751 NORTH BROADWAY STREET CHICAGO IL 60613 51214529 0 X WWW.BERNARDZELL.COM X 1954 IL AN INDEPENDENT JEWISH DAY SCHOOL COMMITTED TO ACADEMIC EXCELLENCE, PROVIDING EACH STUDENT WITH A COMPREHENSIVE GENERAL AND JEWISH EDUCATION. 21 21 181 110 0 0 2598552 12550675 14256029 14462240 120468 430019 -744 72233 16974305 27515167 1985057 2307343 0 0 11295791 11100389 0 0 789014 5357434 6334814 18638282 19742546 -1663977 7772621 59614622 59576557 12379877 4569191 47234745 55007366 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 16271859 2307343 14462240 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. 16271859 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 85 0 1 181 1 0 0 0 0 0 1 1 0 0 0 0 X 21 21 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 ANDREW LUCAS CHAIR 10.00 X X 0 0 0 MICHAEL PIERCE CHAIR EMERITUS 8.00 X X 0 0 0 DAVID SIMON VICE CHAIR 4.00 X X 0 0 0 MIKE LUFRANO VICE CHAIR 4.00 1.00 X X 0 0 0 WILLIAM PEKIN TREASURER 10.00 X X 0 0 0 DANA HIRT SECRETARY - NEW 4.00 X X 0 0 0 DANA HIRT BOARD MEMBER - PAST 4.00 X 0 0 0 CRAIG ALBERT BOARD MEMBER 4.00 X 0 0 0 DANIEL BASKES BOARD MEMBER 4.00 X 0 0 0 ROSANNE DIAMOND BOARD MEMBER 4.00 X 0 0 0 COBY DERRINGER BOARD MEMBER 4.00 X 0 0 0 JIM HIRSHORN 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 LONNIE NASATIR BOARD MEMBER 4.00 X 0 0 0 MICHAEL PUCKER BOARD MEMBER 4.00 1.00 X 0 0 0 DAVID ROSENBAUM BOARD MEMBER 4.00 1.00 X 0 0 0 ANDREA LAVIN SOLOW BOARD MEMBER 4.00 X 0 0 0 DEBBIE COOPER BOARD MEMBER - NEW 4.00 X 0 0 0 JODI HARRIS BOARD MEMBER - NEW 4.00 X 0 0 0 DAVID MANN BOARD MEMBER - NEW 4.00 X 0 0 0 ASHLEY NETZKY SECRETARY - PAST 4.00 X 0 0 0 ROBBIN COHEN GROSS BOARD MEMBER - PAST 4.00 X 0 0 0 LORI LEIB BOARD MEMBER - PAST 4.00 X 0 0 0 NOAH HARTMAN HEAD OF SCHOOL (PAST) 50.00 1.00 X 236268 0 43163 REBECCA BROWN CFO 50.00 2.00 X 157780 0 17718 ALYSON HORWITZ INTERIM HEAD OF SCHOOL 50.00 1.00 X 0 0 0 MARNA GOLDWIN DIRECTOR OF INSTITUTIONAL ADV 40.00 X 138906 0 15657 HARRIET GARFINKEL HEAD OF JEWISH STUDIES 40.00 X 129403 0 19172 MICHAEL KAHN ASSOCIATE HEAD OF SCHOOL 40.00 X 128205 0 2989 RIVA COHEN HEAD OF LOWER SCHOOL 40.00 X 111925 0 7749 ABIGAIL ALONI MOROH HEAD OF EARLY CHILDHOOD 40.00 X 108401 0 25734 ALYSON HORWITZ HEAD OF SCHOOL (FORMER) 0.00 X 0 0 127877 1010888 0 260059 7 1 1 0 SAGE 1402 YORK RD SUITE 100 LUTHERVILLE MD 21093 FOOD SERVICES 797334 WHEELER KEARNS ARCHITECTS 343 S DEARBORN ST SUITE 200 CHICAGO IL 60604 CONSTRUCTION 284455 EDUCATIONAL ENCOUNTERS 110 CHESTNUT RIDGE RD SUITE 228 MONTVALE NJ 07645 FIELD TRIP 155737 3 34878 741846 11773951 285297 12550675 TUITION 611710 12143253 12143253 FEES AND AUXILIARY PROGRAMS 611710 2318987 2318987 14462240 111304 111304 23919251 23600536 318715 318715 318715 171059 34878 98826 72233 72233 27515167 14462240 0 502252 2307343 2307343 454928 279430 175498 8666701 7433023 940244 293434 434511 379677 39980 14854 906451 705020 178324 23107 637798 535002 84121 18675 28926 28926 32553 32553 3889 3889 1956123 1009864 807315 138944 60786 60786 103708 101072 2636 185657 185657 1974720 1960015 14705 96145 96145 637851 481148 156703 31027 31027 STUDENT ACTIVITIES 728751 728751 BAD DEBT EXPENSE 328821 28821 300000 CLASSROOM SUPPLIES 165857 165857 19742546 16271859 2681673 789014 4603629 9764414 28846662 34087048 201422 328790 135660 169020 23565463 8339578 14385037 15225885 6014473 5427739 1400 59614622 59576557 1303136 1442149 3018456 3127042 8058285 0 12379877 4569191 X 17708812 17490547 29525933 37516819 47234745 55007366 59614622 59576557 7772621 0 X 0 1 X 1 0 X 1607670 1546191 33274530 2490930 12515797 51435118 1607670 1546191 33274530 2490930 12515797 51435118 51435118 1509114 67512 120468 111304 1808398 53243516 0.96600 0.93900 X 8102752 8102752 10143214 5106338 5036876 640521 200163 440358 3323598 2969834 353764 1355378 63243 1292135 15225885 X 26177634 -1436359 -1436359 27613993 -98826 -98826 27515167 18405013 -1436359 -1436359 19841372 -98826 -98826 19742546 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 PART XI, LINE 4B - OTHER ADJUSTMENTS: EXPENSES DIRECTLY RELATED TO FUNDRAISING PART XII, LINE 2D - OTHER ADJUSTMENTS: STUDENT TUITION ASSISTANCE PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSES DIRECTLY RELATED TO FUNDRAISING 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. WHO'S STAYNG FOR DINNER EVENT 205937 34878 171059 826 3125 63557 4659 26659 205937 34878 171059 826 3125 63557 4659 26659 98826 72233 1 TUITION ASSISTANCE 159 2307343 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 STUDENT/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. PART III, LINE 1A TUITION ASSISTANCE AND TUITION REMISSION TO BERNARD ZELL ANSHE EMET SCHOOL STUDENTS AND FAMILIES; INCLUDING CHILDREN OF BERNARD ZELL TEACHERS AND STAFF MEMBERS. X X X 1 1 0 0 0 0 0 0 0 NOAH HARTMAN HEAD OF SCHOOL (PAST) 236268 0 0 0 0 0 12183 0 30980 0 279431 0 0 0 REBECCA BROWN CFO 157780 0 0 0 0 0 10597 0 7121 0 175498 0 0 0 MARNA GOLDWIN DIRECTOR OF INSTITUTIONAL ADV 138906 0 0 0 0 0 8610 0 7047 0 154563 0 0 0 ALYSON HORWITZ HEAD OF SCHOOL (FORMER) 0 0 0 0 0 0 127877 0 0 0 127877 0 0 0 PART I, LINES 4A-B PART I, LINE 4B - DR. ALYSON HORWITZ PARTICIPATED IN A DEFERRED COMPENSATION PLAN ESTABLSIHED BY BERNARD ZELL FOR HER BENEFIT. PAYMENTS WERE MADE TO HER DURING THE FISCAL YEAR ENDING JUNE 30, 2018 AND 2017. X 22 285297 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. 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 ORGANIZATIONS 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BERNARD ZELL ANSHE EMET DAY SCHOOL ENDOWMENT FUND C 741846 FAIR MARKET VALUE