BERNARD ZELL ANSHE EMET DAY SCHOOL: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BERNARD ZELL ANSHE EMET DAY SCHOOL (EIN 36-2166955)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-10
- IRS object ID
- 201811309349303496
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-10T16:10:32-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320043599 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACY PROFESSIONALS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 311 S WACKER DRIVE STE 4000 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362166955 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD ZELL ANSHE EMET DAY SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BERN | BusinessNameControlTxt |
| Phone | 7732811858 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3751 NORTH BROADWAY STREET | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60613 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW LUCAS | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 7732811858 | PhoneNum |
| Signature | 2018-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL DOETSCH | PreparerPersonNm |
| PTIN | P01450352 | PTIN |
| Phone | 3123680500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ANDREW LUCAS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3751 NORTH BROADWAY STREET | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60613 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,103,240 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BERNARDZELL.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1954 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | AN INDEPENDENT JEWISH DAY SCHOOL COMMITTED TO ACADEMIC EXCELLENCE, PROVIDING EACH STUDENT WITH A COMPREHENSIVE GENERAL AND JEWISH EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 176 | TotalEmployeeCnt |
| Total Volunteers | 110 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $33,274,530 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,598,552 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,725,066 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,256,029 | CYProgramServiceRevenueAmt |
| PY Investment Income | $88,395 | PYInvestmentIncomeAmt |
| CY Investment Income | $120,468 | CYInvestmentIncomeAmt |
| PY Other Revenue | $12,092 | PYOtherRevenueAmt |
| CY Other Revenue | -$744 | CYOtherRevenueAmt |
| PY Total Revenue | $47,100,083 | PYTotalRevenueAmt |
| CY Total Revenue | $16,974,305 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,550,532 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,985,057 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,676,552 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,295,791 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $386,550 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,519,248 | PYOtherExpensesAmt |
| CY Other Expenses | $5,357,434 | CYOtherExpensesAmt |
| PY Total Expenses | $17,746,332 | PYTotalExpensesAmt |
| CY Total Expenses | $18,638,282 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $29,353,751 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,663,977 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $63,808,984 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,614,622 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,832,826 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,379,877 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $47,976,158 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $47,234,745 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $15,752,112 | ExpenseAmt |
| Grant | $1,985,057 | GrantAmt |
| Revenue | $14,256,029 | RevenueAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $15,752,112 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 75 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 176 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBECCA BROWN | PersonNm |
| Phone | 7732811858 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3751 NORTH BROADWAY STREET | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60613 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| ANDREW LUCAS | |||||||||
| CHAIR | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL PIERCE | |||||||||
| CHAIR EMERITUS | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DAVID SIMON | |||||||||
| VICE CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MIKE LUFRANO | |||||||||
| VICE CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| WILLIAM PEKIN | |||||||||
| TREASURER - NEW | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ASHLEY NETZKY | |||||||||
| SECRETARY - NEW | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| CRAIG ALBERT | |||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| DANIEL BASKES | |||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROSANNE DIAMOND | |||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| COBY DERRINGER | |||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBBIN COHEN GROSS | |||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| JIM HIRSHORN | |||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| DANA HIRT | |||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| LORI KOMISAR | |||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| LORI LEIB | |||||||||
| BOARD MEMBER - NEW | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| BARRY MALKIN | |||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL MASTERS | |||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| LONNIE NASATIR | |||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL PUCKER | |||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID ROSENBAUM | |||||||||
| BOARD MEMBER - NEW | 4.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |||
| ANDREA LAVIN SOLOW | |||||||||
| BOARD MEMBER | 4.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID ROSENBAUM | |||||||||
| TREASURER - PAST | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| FRANCES BLOCK | |||||||||
| SECRETARY - PAST | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| BRIAN ABRAHAMS | |||||||||
| BOARD MEMBER - PAST | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JANET KAPLAN | |||||||||
| BOARD MEMBER - PAST | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ASHLEY NETZKY | |||||||||
| BOARD MEMBER - PAST | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELLEN ZICKMANN | |||||||||
| BOARD MEMBER - PAST | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| NOAH S HARTMAN | |||||||||
| HEAD OF SCHOOL | 50.00 | Yes (X) | $232,181 | $0 | $8,319 | 1.00 | |||
| REBECCA B BROWN | |||||||||
| CHIEF FINANCIAL OFFICER | 50.00 | Yes (X) | $158,123 | $0 | $12,965 | 2.00 | |||
| MARNA GOLDWIN | |||||||||
| DIRECTOR OF INSTITUTIONAL ADV | 50.00 | $143,076 | $0 | $12,314 | Yes (X) | ||||
| HARRIET GARFINKEL | |||||||||
| HEAD OF JEWISH STUDIES | 50.00 | $130,188 | $0 | $16,602 | Yes (X) | ||||
| DEBBIE ROSTAMI | |||||||||
| HEAD OF EARLY CHILDHOOD | 50.00 | $127,686 | $0 | $15,667 | Yes (X) | ||||
| ABIGAIL ALONI MOROH | |||||||||
| HEAD OF LOWER SCHOOL | 50.00 | $114,087 | $0 | $23,033 | Yes (X) | ||||
| MOTOKO MAEGAWA | |||||||||
| HEAD OF MIDDLE SCHOOL | 50.00 | $110,657 | $0 | $16,663 | Yes (X) | ||||
| DR ALYSON HORWITZ | |||||||||
| HEAD OF SCHOOL - FORMER | 0.00 | $129,047 | $0 | $10,583 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,145,045 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $116,146 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SAGE DINING SERVICES | |||||
| 1402 YORK RD SUITE 100 | LUTHERVILLE | MD | 21093 | FOOD SERVICES | $906,868 |
| EXECUTIVE CONSTRUCTION INC | |||||
| 235 FENCL LANE | HILLSIDE | IL | 60162 | NURSERY RENOVATION | $664,790 |
| EDUCATIONAL ENCOUNTERS INT'L | |||||
| 110 CHESTNUT RIDGE RD SUITE 228 | MONTVALE | NJ | 07645 | FIELD TRIP | $159,930 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $107,622 | FundraisingAmt |
| Related Organizations | $795,437 | RelatedOrganizationsAmt |
| All Other Contributions | $1,695,493 | AllOtherContributionsAmt |
| Noncash Contributions | $99,191 | NoncashContributionsAmt |
| Total Contributions | $2,598,552 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION | 611710 | $11,735,096 | $11,735,096 |
| FEES AND AUXILIARY PROGRAMS | 611710 | $2,520,933 | $2,520,933 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,256,029 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $120,468 | TotalRevenueColumnAmt |
| Exclusion | $120,468 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $128,191 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $107,622 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $128,935 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$744 | TotalRevenueColumnAmt |
| Exclusion | -$744 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,974,305 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,256,029 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $119,724 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,985,057 | TotalAmt |
| Program Services | $1,985,057 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $411,588 | TotalAmt |
| Program Services | $240,500 | ProgramServicesAmt |
| Management And General | $171,088 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,859,139 | TotalAmt |
| Program Services | $7,676,825 | ProgramServicesAmt |
| Management And General | $921,420 | ManagementAndGeneralAmt |
| Fundraising | $260,894 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,325 | TotalAmt |
| Program Services | $281,144 | ProgramServicesAmt |
| Management And General | $24,919 | ManagementAndGeneralAmt |
| Fundraising | $20,262 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,048,365 | TotalAmt |
| Program Services | $869,085 | ProgramServicesAmt |
| Management And General | $160,148 | ManagementAndGeneralAmt |
| Fundraising | $19,132 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $650,374 | TotalAmt |
| Program Services | $560,967 | ProgramServicesAmt |
| Management And General | $72,146 | ManagementAndGeneralAmt |
| Fundraising | $17,261 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,005 | TotalAmt |
| Management And General | $22,005 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,035 | TotalAmt |
| Management And General | $53,035 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,541 | TotalAmt |
| Management And General | $13,541 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,613,291 | TotalAmt |
| Program Services | $757,923 | ProgramServicesAmt |
| Management And General | $786,413 | ManagementAndGeneralAmt |
| Fundraising | $68,955 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,500 | TotalAmt |
| Management And General | $14,500 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,612 | TotalAmt |
| Program Services | $41,658 | ProgramServicesAmt |
| Management And General | $24,941 | ManagementAndGeneralAmt |
| Fundraising | $13 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,350 | TotalAmt |
| Program Services | $180,350 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,745,595 | TotalAmt |
| Program Services | $1,734,175 | ProgramServicesAmt |
| Management And General | $11,420 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,404 | TotalAmt |
| Management And General | $132,404 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $586,426 | TotalAmt |
| Program Services | $561,402 | ProgramServicesAmt |
| Management And General | $25,024 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,997 | TotalAmt |
| Management And General | $31,997 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| STUDENT ACTIVITIES | $683,189 | $683,189 | ||
| CLASSROOM SUPPLIES | $118,742 | $118,742 | ||
| BOOKS | $61,180 | $61,095 | $52 | $33 |
| BAD DEBT EXPENSE | $34,567 | $34,567 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,638,282 | TotalAmt |
| Program Services | $15,752,112 | ProgramServicesAmt |
| Management And General | $2,499,620 | ManagementAndGeneralAmt |
| Fundraising | $386,550 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,851,939 | BOYAmt |
| EOY | $4,603,629 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,912,922 | BOYAmt |
| EOY | $28,846,662 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,219,281 | BOYAmt |
| EOY | $201,422 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,083 | BOYAmt |
| EOY | $135,660 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $22,228,479 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,843,442 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,069,697 | BOYAmt |
| EOY | $14,385,037 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,440,154 | BOYAmt |
| EOY | $6,014,473 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,951,456 | BOYAmt |
| EOY | $5,427,739 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,452 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,808,984 | BOYAmt |
| EOY | $59,614,622 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,535,945 | BOYAmt |
| EOY | $1,303,136 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,096,881 | BOYAmt |
| EOY | $3,018,456 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,200,000 | BOYAmt |
| EOY | $8,058,285 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,832,826 | BOYAmt |
| EOY | $12,379,877 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,656,195 | BOYAmt |
| EOY | $17,708,812 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,319,963 | BOYAmt |
| EOY | $29,525,933 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,976,158 | BOYAmt |
| EOY | $47,234,745 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,808,984 | BOYAmt |
| EOY | $59,614,622 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,663,977 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $922,564 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,321,960 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,607,670 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,546,191 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,274,530 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,490,930 | CurrentTaxYearAmt |
| Total | $40,241,281 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,321,960 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,607,670 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,546,191 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,274,530 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,490,930 | CurrentTaxYearAmt |
| Total | $40,241,281 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $40,241,281 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $918,835 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,509,114 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $67,512 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $120,468 | CurrentTaxYearAmt |
| Total | $2,615,929 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $42,857,210 | TotalSupportAmt |
| Public Support CY170 | 0.93900 | PublicSupportCY170Pct |
| Public Support PY170 | 0.92290 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,102,752 | OtherCostOrOtherBasisAmt |
| Book Value | $8,102,752 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,978,178 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,752,592 | DepreciationAmt |
| Book Value | $5,225,586 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $640,522 | OtherCostOrOtherBasisAmt |
| Depreciation | $184,150 | DepreciationAmt |
| Book Value | $456,372 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,250,921 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,848,516 | DepreciationAmt |
| Book Value | $402,405 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $256,106 | OtherCostOrOtherBasisAmt |
| Depreciation | $58,184 | DepreciationAmt |
| Book Value | $197,922 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,385,037 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| JEWISH FEDERATION POOLED ENDOWMENT PORTFOLIO | $5,426,339 | F |
| ISREAL BONDS | $1,400 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,427,739 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $16,728,064 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $922,564 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,297,740 | OtherRevenueAmt |
| Revenue Not Reported | -$375,176 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,103,240 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$128,935 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$128,935 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,974,305 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $17,469,477 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$1,297,740 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$1,297,740 | ExpensesNotReportedAmt |
| Expenses Subtotal | $18,767,217 | ExpensesSubtotalAmt |
| Other Expenses Not Included | -$128,935 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$128,935 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $18,638,282 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | 0 | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE E, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION'S NONDISCRIMINATORY POLICY IS PUBLISHED IN NEWSPAPER ADVERTISING, BROCHURES AND ALSO ON THE ORGANIZATION'S WEBSITE. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA EVENT | Event1Nm |
| Gross Receipts Event1 | $235,813 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $107,622 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $128,191 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $800 | CashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $101,928 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $18,933 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $7,274 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $235,813 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $107,622 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $128,191 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $800 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $101,928 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $18,933 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $7,274 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $128,935 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$744 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | TUITION ASSISTANCE | GrantTypeTxt |
| Recipient | 141 | RecipientCnt |
| Cash Grant | $1,935,817 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 TO BERNARD ZELL ANSHE EMET SCHOOL STUDENTS AND FAMILIES; INCLUDING CHILDREN OF BERNARD ZELL TEACHERS AND STAFF MEMBERS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NOAH S HARTMAN | ||||||||||||||
| HEAD OF SCHOOL | $232,181 | $0 | $0 | $0 | $0 | $0 | $5,500 | $0 | $2,819 | $0 | $240,500 | $0 | $0 | $0 |
| REBECCA B BROWN | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $158,123 | $0 | $0 | $0 | $0 | $0 | $9,838 | $0 | $3,127 | $0 | $171,088 | $0 | $0 | $0 |
| MARNA GOLDWIN | ||||||||||||||
| DIRECTOR OF INSTITUTIONAL ADV | $143,076 | $0 | $0 | $0 | $0 | $0 | $7,890 | $0 | $4,424 | $0 | $155,390 | $0 | $0 | $0 |
| DR ALYSON HORWITZ | ||||||||||||||
| HEAD OF SCHOOL - FORMER | $129,047 | $0 | $0 | $0 | $0 | $0 | $10,400 | $0 | $183 | $0 | $139,630 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINES 4A-B | FormAndLineReferenceDesc |
| Explanation | PART I, LINE 4A - FORMER HEAD OF SCHOOL, DR. ALYSON HORWITZ DID NOT RETURN TO WORK AFTER JUNE 30, 2015, BUT RECEIVED CONTRACTUAL COMPENSATION THORUGH JUNE 30, 2016. 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, 2017. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COUNTY OF COOK IL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 366006541 | BondIssuerEIN |
| CUSIP | 213247BY4 | CUSIPNum |
| Bond Issued | 2005-05-26 | BondIssuedDt |
| Issue Price | $8,500,000 | IssuePriceAmt |
| Purpose | CONSTRUCTION OF ATHLETIC FACILITY | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | Yes (1) | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $300,000 | RetiredAmt |
| Total Proceeds | $8,457,500 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $127,500 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $8,330,000 | CapitalExpendituresAmt |
| Substantial Completion | 2006 | SubstantialCompletionYr |
| Current Refunding | 0 | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | 0 | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $99,191 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE CHIEF FINANCIAL OFFICER 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD ZELL ANSHE EMET DAY SCHOOL ENDOWMENT FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3751 N BROADWAY STREET | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60613 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366124627 | EIN |
| Primary Activities | SCHOOL SUPPORT | PrimaryActivitiesTxt |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 12A, TYPE I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD ZELL ANSHE EMET DAY SCHOOL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERNARD ZELL ANSHE EMET DAY SCHOOL ENDOWMENT FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $795,437 | InvolvedAmt |
| Method Of Amount Determination | FAIR MARKET VALUE | MethodOfAmountDeterminationTxt |
Comments