2018-05-10T16:10:32-05:00 2017-06-30 320043599 LEGACY PROFESSIONALS LLP 311 S WACKER DRIVE STE 4000 CHICAGO IL 60606 990 2016-07-01 362166955 BERNARD ZELL ANSHE EMET DAY SCHOOL BERN 7732811858 3751 NORTH BROADWAY STREET CHICAGO IL 60613 ANDREW LUCAS CHAIR 7732811858 2018-05-10 1 PAUL DOETSCH P01450352 3123680500 2016 2022-09-23 18:48:47Z ANDREW LUCAS 3751 NORTH BROADWAY STREET CHICAGO IL 60613 17103240 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. 22 22 176 110 0 0 33274530 2598552 13725066 14256029 88395 120468 12092 -744 47100083 16974305 1550532 1985057 0 0 10676552 11295791 0 0 386550 5519248 5357434 17746332 18638282 29353751 -1663977 63808984 59614622 15832826 12379877 47976158 47234745 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 15752112 1985057 14256029 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. 15752112 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 75 0 1 176 1 0 0 0 0 0 1 1 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IL X REBECCA BROWN 7732811858 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 - NEW 10.00 X X 0 0 0 ASHLEY NETZKY SECRETARY - NEW 4.00 X 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 ROBBIN COHEN GROSS BOARD MEMBER 4.00 X 0 0 0 JIM HIRSHORN BOARD MEMBER 4.00 X 0 0 0 DANA HIRT BOARD MEMBER 4.00 X 0 0 0 LORI KOMISAR BOARD MEMBER 4.00 X 0 0 0 LORI LEIB BOARD MEMBER - NEW 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 X 0 0 0 DAVID ROSENBAUM BOARD MEMBER - NEW 4.00 1.00 X 0 0 0 ANDREA LAVIN SOLOW BOARD MEMBER 4.00 X 0 0 0 DAVID ROSENBAUM TREASURER - PAST 0.00 X X 0 0 0 FRANCES BLOCK SECRETARY - PAST 0.00 X X 0 0 0 BRIAN ABRAHAMS BOARD MEMBER - PAST 0.00 X 0 0 0 JANET KAPLAN BOARD MEMBER - PAST 0.00 X 0 0 0 ASHLEY NETZKY BOARD MEMBER - PAST 0.00 X 0 0 0 ELLEN ZICKMANN BOARD MEMBER - PAST 0.00 X 0 0 0 NOAH S HARTMAN HEAD OF SCHOOL 50.00 1.00 X 232181 0 8319 REBECCA B BROWN CHIEF FINANCIAL OFFICER 50.00 2.00 X 158123 0 12965 MARNA GOLDWIN DIRECTOR OF INSTITUTIONAL ADV 50.00 X 143076 0 12314 HARRIET GARFINKEL HEAD OF JEWISH STUDIES 50.00 X 130188 0 16602 DEBBIE ROSTAMI HEAD OF EARLY CHILDHOOD 50.00 X 127686 0 15667 ABIGAIL ALONI MOROH HEAD OF LOWER SCHOOL 50.00 X 114087 0 23033 MOTOKO MAEGAWA HEAD OF MIDDLE SCHOOL 50.00 X 110657 0 16663 DR ALYSON HORWITZ HEAD OF SCHOOL - FORMER 0.00 X 129047 0 10583 1145045 0 116146 8 1 1 0 SAGE DINING SERVICES 1402 YORK RD SUITE 100 LUTHERVILLE MD 21093 FOOD SERVICES 906868 EXECUTIVE CONSTRUCTION INC 235 FENCL LANE HILLSIDE IL 60162 NURSERY RENOVATION 664790 EDUCATIONAL ENCOUNTERS INT'L 110 CHESTNUT RIDGE RD SUITE 228 MONTVALE NJ 07645 FIELD TRIP 159930 3 107622 795437 1695493 99191 2598552 TUITION 611710 11735096 11735096 FEES AND AUXILIARY PROGRAMS 611710 2520933 2520933 14256029 120468 120468 128191 107622 128935 -744 -744 16974305 14256029 0 119724 1985057 1985057 411588 240500 171088 8859139 7676825 921420 260894 326325 281144 24919 20262 1048365 869085 160148 19132 650374 560967 72146 17261 22005 22005 53035 53035 13541 13541 1613291 757923 786413 68955 14500 14500 66612 41658 24941 13 180350 180350 1745595 1734175 11420 132404 132404 586426 561402 25024 31997 31997 STUDENT ACTIVITIES 683189 683189 CLASSROOM SUPPLIES 118742 118742 BOOKS 61180 61095 52 33 BAD DEBT EXPENSE 34567 34567 18638282 15752112 2499620 386550 5851939 4603629 29912922 28846662 3219281 201422 213083 135660 22228479 7843442 14069697 14385037 5440154 6014473 4951456 5427739 150452 63808984 59614622 1535945 1303136 6096881 3018456 8200000 8058285 15832826 12379877 X 17656195 17708812 30319963 29525933 47976158 47234745 63808984 59614622 -1663977 922564 0 X 0 1 X 1 0 X 1321960 1607670 1546191 33274530 2490930 40241281 1321960 1607670 1546191 33274530 2490930 40241281 40241281 918835 1509114 67512 0 120468 2615929 42857210 0.93900 0.92290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8102752 8102752 9978178 4752592 5225586 640522 184150 456372 3250921 2848516 402405 256106 58184 197922 14385037 JEWISH FEDERATION POOLED ENDOWMENT PORTFOLIO 5426339 F ISREAL BONDS 1400 F 5427739 X 16728064 922564 -1297740 -375176 17103240 -128935 -128935 16974305 17469477 -1297740 -1297740 18767217 -128935 -128935 18638282 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. GALA EVENT 235813 107622 128191 800 101928 18933 7274 235813 107622 128191 800 101928 18933 7274 128935 -744 0 TUITION ASSISTANCE 141 1935817 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. X X X 1 1 0 0 0 0 0 0 0 NOAH S HARTMAN HEAD OF SCHOOL 232181 0 0 0 0 0 5500 0 2819 0 240500 0 0 0 REBECCA B BROWN CHIEF FINANCIAL OFFICER 158123 0 0 0 0 0 9838 0 3127 0 171088 0 0 0 MARNA GOLDWIN DIRECTOR OF INSTITUTIONAL ADV 143076 0 0 0 0 0 7890 0 4424 0 155390 0 0 0 DR ALYSON HORWITZ HEAD OF SCHOOL - FORMER 129047 0 0 0 0 0 10400 0 183 0 139630 0 0 0 PART I, LINES 4A-B 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. A THE COUNTY OF COOK IL 366006541 213247BY4 2005-05-26 8500000 CONSTRUCTION OF ATHLETIC FACILITY 0 1 0 A 300000 8457500 127500 8330000 2006 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 1 0 0 0 0 A 0 X 18 99191 FAIR MARKET VALUE 0 1 0 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. 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 0 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 795437 FAIR MARKET VALUE