2019-02-05T21:19:15-06:00 2018-06-30 721396621 CARR RIGGS & INGRAM LLC 12801 N CENTRAL EXPY STE 1500 DALLAS TX 75243 990 2017-07-01 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 2019-01-28 1 JAMES Y ALBERT CPA P00105228 9722394699 2019-01-28 72.128.144.251 2019-01-28 10:10:13 CS P 5690C931CF020C724C1C33038AB6F07FDAE43190 C70B35B4C9C4C70F64E35D2B259D7067CE0BB43D 2017 2019-02-21 02:37:17Z TOM ELIEFF 18011 HILLCREST ROAD DALLAS TX 75252 8465191 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. 23 23 200 50 0 0 1306852 1007752 6743285 7022861 41544 49773 106443 265067 8198124 8345453 0 0 0 0 5891352 5955042 0 0 177562 2398453 2513717 8289805 8468759 -91681 -123306 16665520 15400160 6170326 4948425 10495194 10451735 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 5971018 6041338 ACADEMIC PROGRAMS-PROVIDED A STRONG ACADEMIC AND RELIGIOUS EDUCATION TO ABOUT 436 JEWISH CHILDREN. THE PROGRAM PROVIDES A SENSE OF RELIGIOUS AND CULTURAL UNDERSTANDING AND PRIDE. 437967 622233 ENRICHMENT, DAYCARE, AND CAMP PROGRAMS-PROVIDED AN ENVIRONMENT FOR THE WORKING PARENT FOR CHILD CARE. 411834 359290 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. 76274 EDUCATIONAL SUPPORTING SERVICES. 76274 6820819 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 1 200 1 0 0 0 0 0 1 1 0 0 0 0 X 23 23 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X DEVEN JOSHI 9722483032 18011 HILLCREST DALLAS TX 75252 SOLOMON ISRAEL PRESIDENT 2.00 X X 0 0 0 SANDY MARKS PRESIDENT ELECT/VP DEVELOPMENT 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 SHIRLEY DAVIDOFF CSI REP 2.00 X X 0 0 0 DAVID GOLDBERG IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 CHUCK BUTLER PAST PRESIDENT 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 LEVINE REP 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 LEVINE REP 2.00 X 0 0 0 CARRIE STERNBERG LEVINE REP 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 2.00 X 0 0 0 LOREN JACOBSON 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 MICHAEL HOFFMAN COMMUNITY REP 2.00 X 0 0 0 JOSH ROTHSTEIN LEVINE REP 2.00 X 0 0 0 TOM ELIEFF HEADMASTER 40.00 X 270837 0 32183 DEVEN JOSHI DIRECTOR OF FINANCE 40.00 X 119475 0 4436 ELIZABETH LAWLOR K-8 PRINCIPAL 40.00 X 100638 0 6558 490950 0 43177 3 0 1 0 0 157050 850702 1007752 SCHOOL TUITION & FEES 611600 6041338 6041338 DAYCARE/CAMP PROGRAMS 611600 622233 622233 STUDENT ACTIVITIES 611600 359290 359290 7022861 49988 49988 30607 30822 -215 -215 -215 277709 157050 88916 188793 188793 EDUCATIONAL SUPPORTING 611710 76274 76274 76274 8345453 7099135 0 238566 490950 100638 390312 4830930 4099942 607200 123788 277367 181838 89436 6093 355795 286592 59958 9245 22404 22404 16063 16063 97032 97032 557089 557089 54980 54980 STUDENT ACTIVITIES 419393 419393 REPAIRS & MAINTENANCE 389825 389287 538 TECHNOLOGY 253330 202664 50666 INSTRUCTIONAL MATERIALS 209069 209069 494532 277275 178821 38436 8468759 6820819 1470378 177562 212486 61417 2223154 1113658 795619 656063 153757 264064 19070656 7864576 11498412 11206080 1747987 2056452 34105 42426 16665520 15400160 395803 411033 2934523 2897392 2840000 1640000 6170326 4948425 X 9303210 9150817 757078 834927 434906 465991 10495194 10451735 16665520 15400160 -123306 93420 -13573 0 X 0 1 X 1 0 X 0 2322904 280037 127460 291992 2438409 1929358 495354 165313 267121 2322904 2068337 6556 52860 92675 1929358 2111822 9328 64176 116989 2068337 1880699 21249 312362 102488 2111822 0.46650 0.19110 0.34240 1 0 1838059 1838059 1375000 830431 544569 13501866 4902446 8599420 2355731 2131699 224032 11206080 X 8514215 93420 93420 8420795 13574 -88916 -75342 8345453 8557675 0 8557675 -88916 -88916 8468759 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 434759 157050 277709 88916 0 434759 157050 277709 88916 88916 188793 X 1 1 X X X 0 0 0 0 0 0 0 0 0 TOM ELIEFF HEADMASTER 270837 0 0 0 0 0 0 0 32183 0 303020 0 0 0 DEVEN JOSHI DIRECTOR OF FINANCE 119475 0 0 0 0 0 0 0 4436 0 123911 0 0 0 ELIZABETH LAWLOR K-8 PRINCIPAL 100638 0 0 0 0 0 0 0 6558 0 107196 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 FULL BOARD VOTES TO INVEST THE BOARD CHAIR WITH AUTHORITY TO NEGOTIATE THE TERMS OF THE HEAD OF SCHOOL'S COMPENSATION AND TO CONDUCT AN ANNUAL REVIEW. 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.