2018-05-14T10:43:16-05:00 2017-06-30 721396621 CARR RIGGS & INGRAM LLC 12801 N CENTRAL EXPY STE 1500 DALLAS TX 75243 990 2016-07-01 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 2018-05-02 1 JAMES Y ALBERT P00105228 9722394699 2018-04-24 2016 2022-09-23 18:48:47Z TOM ELIEFF 18011 HILLCREST ROAD DALLAS TX 75252 8416828 0 X WWW.LEVINEACADEMY.ORG X 1997 TX ANN & NATE LEVINE ACADEMY - AN INCLUSIVE, DYNAMIC JEWISH DAY SCHOOL - FOSTERS CREATIVITY, CRITICAL THINKING AND INTELLECTUAL CURIOSITY AND GRADUATES CONFIDENT, ETHICAL JEWISH CITIZENS AND LEADERS 27 27 197 50 0 0 830584 1306852 6705010 6743285 378323 41544 150281 106443 8064198 8198124 0 0 0 0 5658725 5891352 0 0 224289 2519895 2398453 8178620 8289805 -114422 -91681 16587814 16665520 6127417 6170326 10460397 10495194 X ANN & NATE LEVINE ACADEMY - AN INCLUSIVE, DYNAMIC JEWISH DAY SCHOOL - FOSTERS CREATIVITY, CRITICAL THINKING AND INTELLECTUAL CURIOSITY AND GRADUATES CONFIDENT, ETHICAL JEWISH CITIZENS AND LEADERS. 0 0 5670540 5830937 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. 418487 602271 ENRICHMENT, DAYCARE, AND CAMP PROGRAMS-PROVIDED AN ENVIRONMENT FOR THE WORKING PARENT FOR CHILD CARE. 380383 310077 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. 122461 EDUCATIONAL SUPPORTING SERVICES. 122461 6469410 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 10 0 1 197 1 0 0 0 0 0 1 1 0 0 0 0 X 27 27 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 DAVID GOLDBERG PRESIDENT 2.00 X X 0 0 0 SOLOMON ISRAEL PRESIDENT ELECT 2.00 X X 0 0 0 ADAM STERN VP FINANCE 2.00 X X 0 0 0 SANDY MARKS VP DEVELOPMENT 2.00 X X 0 0 0 MARC GROSSFELD SECRETARY 2.00 X X 0 0 0 JACK JACOBSEN CSI REP 2.00 X X 0 0 0 CHUCK BUTLER IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 MARK FRENKEL PAST PRESIDENT 2.00 X X 0 0 0 BRENDAN COHEN LEVINE REP 2.00 X 0 0 0 AARON FRYDMAN LEVINE REP 2.00 X 0 0 0 JONATHAN BLUM LEVINE REP 2.00 X 0 0 0 JODI LEMESHEV LEVINE REP 2.00 X 0 0 0 LEORA LESH LEVINE REP 2.00 X 0 0 0 MICHAEL COHEN LEVINE REP 2.00 X 0 0 0 EDDY DANIELS LEVINE REP 2.00 X 0 0 0 DAN GOLD LEVINE REP 2.00 X 0 0 0 JENNIFER GOLDSTEIN LEVINE REP 2.00 X 0 0 0 MAHRA PAILET LEVINE REP 2.00 X 0 0 0 JONATHAN GOODMAN COMMUNITY REP 2.00 X 0 0 0 CARRIE STERNBERG LEVINE REP 2.00 X 0 0 0 KAREN CHENIAE COMMUNITY REP 2.00 X 0 0 0 MICHAEL NEWMAN CSI REP 2.00 X 0 0 0 JANIS PEISER COMMUNITY REP 2.00 X 0 0 0 ANN LEVINE CSI REP 2.00 X 0 0 0 HELEN RISCH COMMUNITY REP 2.00 X 0 0 0 LOREN JACOBSON LEVINE REP 2.00 X 0 0 0 RISHA REIMAN LEVINE REP 2.00 X 0 0 0 HYLTON JONAS CSI REP 2.00 X 0 0 0 MICHAEL HOFFMAN LEVINE REP 2.00 X 0 0 0 JOSH ROTHSTEIN LEVINE REP 2.00 X 0 0 0 TOM ELIEFF HEADMASTER 40.00 X 266500 0 26986 DEVEN JOSHI DIRECTOR OF FINANCE 40.00 X 111500 0 4588 378000 0 31574 2 0 1 0 0 174218 1132634 1306852 SCHOOL TUITION & FEES 611600 5830937 5830937 DAYCARE/CAMP PROGRAMS 611600 602271 602271 STUDENT ACTIVITIES 611600 310077 310077 6743285 41720 41720 77748 77924 -176 -176 -176 124762 174218 140780 -16018 -16018 EDUCATIONAL SUPPORTING 611710 122461 122461 122461 8198124 6865746 0 25526 378000 378000 4808043 4068954 600387 138702 343984 181432 152237 10315 361325 287542 63573 10210 21490 21490 23962 23962 92134 92134 533359 533359 52471 52471 STUDENT ACTIVITIES 389976 389976 REPAIRS & MAINTENANCE 382839 381114 1725 INSTRUCTIONAL MATERIALS 230900 230900 TECHNOLOGY 170451 170451 500871 303999 131810 65062 8289805 6469410 1596106 224289 100413 212486 1954074 2223154 1053227 795619 172251 153757 18821150 7322738 11647203 11498412 1611346 1747987 49300 34105 16587814 16665520 373004 395803 2914413 2934523 2840000 2840000 6127417 6170326 X 9334506 9303210 804446 757078 321445 434906 10460397 10495194 16587814 16665520 -91681 136641 -10163 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1929358 495354 165313 267121 2322904 2068337 6556 52860 92675 1929358 2111822 9328 64176 116989 2068337 1880699 21249 312362 102488 2111822 1559248 225745 291476 195770 1880699 0.48690 0.18720 0.32590 1 0 1838059 1838059 1375000 796056 578944 13342584 4500471 8842113 2265507 2026211 239296 11498412 X 8465384 136641 136641 8328743 10163 -140782 -130619 8198124 8430587 0 8430587 -140782 -140782 8289805 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 187088 174218 12870 50488 TRIBUTE EVENT 111892 111892 90292 0 298980 174218 124762 140780 140780 -16018 X 1 1 X X X 0 0 0 0 0 0 0 0 0 TOM ELIEFF HEADMASTER 266500 0 0 0 0 0 0 0 26986 0 293486 0 0 0 DEVEN JOSHI DIRECTOR OF FINANCE 111500 0 0 0 0 0 0 0 4588 0 116088 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 THE RIGHT TO APPROVE IF THE SCHOOL ESTABLISHES A SYNAGOGUE OR OPERATES RELIGIOUS SERVICES ON IT'S 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.