2014-05-15T16:27:17-05:00 2013-06-30 752484872 AUERBACH ALBERT & GOLD LC 12801 N CENTRAL EXPY STE 1500 DALLAS TX 75243 990 2012-07-01 752714693 THE CONSERVATIVE JEWISH DAY SCHOOL OF DALLAS INC DBA ANN AND NATE LEVINE ACA CONS 9722483032 18011 HILLCREST ROAD DALLAS TX 75252 MARK STOLOVITSKY 9722483032 2014-05-15 1 JAMES Y ALBERT P00105228 9722394699 2014-05-14 2012 2015-11-30 17:44:51Z MARK STOLOVITSKY 18011 HILLCREST ROAD DALLAS TX 75252 12416539 0 X WWW.LEVINEACADEMY.ORG X 1997 TX THE PURPOSE OF THE SCHOOL IS TO OPERATE AND MAINTAIN A NON-PROFIT EDUCATIONAL INSTITUTION TEACHING BOTH GENERAL STUDIES AND JEWISH STUDIES. 24 24 135 100 0 0 1011945 5592234 4951210 5156022 35993 190582 155960 142374 6155108 11081212 0 0 0 0 4306588 4535815 0 0 233243 2094759 2221778 6401347 6757593 -246239 4323619 12837244 19371738 10809659 12978721 2027585 6393017 X THE PURPOSE OF THE SCHOOL IS TO OPERATE AND MAINTAIN A NON-PROFIT EDUCATIONAL INSTITUTION TEACHING BOTH GENERAL STUDIES AND JEWISH STUDIES, CONSISTENT WITH THE TENETS OF CONSERVATIVE JUDAISM. IT IS ORGANIZED PRINCIPALLY FOR SUCH PURPOSES AND FOR SUCH OTHER PERTINENT CHARITABLE PURPOSES. 0 0 4770822 4510259 ACADEMIC PROGRAMS-PROVIDED A STRONG ACADEMIC AND RELIGIOUS EDUCATION TO ABOUT 395 JEWISH CHILDREN. THE PROGRAM PROVIDES A SENSE OF RELIGIOUS AND CULTURAL UNDERSTANDING AND PRIDE. 234013 325381 ENRICHMENT, DAYCARE, AND CAMP PROGRAMS-PROVIDED AN ENVIRONMENT FOR THE WORKING PARENT FOR CHILD CARE. 349775 320382 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. 112840 EDUCATIONAL SUPPORTING SERVICES. 112840 5354610 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 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 4 0 1 135 1 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TX X DEVIN JOSHI 9722483032 18011 HILLCREST DALLAS TX 75252 MARK STOLOVITSKY 40.00 X X X 189500 0 10412 KAREN CHENIAE 2.00 X 0 0 0 LOREN JACOBSON 2.00 X 0 0 0 RANDY FLEISHER 2.00 X X 0 0 0 KATHLEEN SWAFFORD 40.00 X 105000 0 0 CHUCK BUTLER 2.00 X X 0 0 0 MARK FRENKEL 2.00 X X 0 0 0 SHARI GOLDBERG 2.00 X X 0 0 0 ROY GREENBERG 2.00 X X 0 0 0 ANN LEVINE 2.00 X 0 0 0 BRYAN LURIE 2.00 X X 0 0 0 MIKE ABELMAN 2.00 X 0 0 0 ROB ACKERMANN 2.00 X 0 0 0 DAVID GOLDBERG 2.00 X 0 0 0 MICHAEL HOFFMAN 2.00 X X 0 0 0 LEORA LESH 2.00 X 0 0 0 ROLAND MIZRAHI 2.00 X 0 0 0 KEVIN PAILET 2.00 X 0 0 0 ANDREA WEINSTEIN 2.00 X 0 0 0 SHARON WISCH-RAY 2.00 X X 0 0 0 ABBE WITHEILER 2.00 X 0 0 0 MICHAEL REIMAN 2.00 X 0 0 0 HOWARD HACKER 2.00 X 0 0 0 NINA GOODMAN 2.00 X X 0 0 0 JONATHAN GOODMAN 2.00 X X 0 0 0 TODD CHANON 2.00 X 0 0 0 294500 0 10412 2 0 1 0 0 140427 5451807 5592234 SCHOOL TUITION & FEES 611600 4510259 4510259 DAYCARE/CAMP PROGRAMS 611600 325381 325381 STUDENT ACTIVITIES 611600 320382 320382 5156022 28226 28226 1417052 1254696 162356 162356 162356 110165 140427 80631 29534 29534 EDUCATIONAL SUPPORTING 611710 112840 112840 112840 11081212 5268862 0 220116 X 304912 105000 199912 3769639 3149481 493394 126764 191463 125617 55434 10412 269801 216416 48746 4639 15850 15850 18165 18165 53285 53285 402773 402773 54770 54770 STUDENT ACTIVITIES 392666 360342 32324 REPAIRS & MAINTENANCE 236293 231811 4482 UTILITIES 188266 188266 INSTRUCTIONAL MATERIALS 162411 162411 697299 359208 278987 59104 6757593 5354610 1169740 233243 509951 434542 1860272 2882617 174658 3873852 130591 107341 15800211 5197559 8784926 10602652 1376846 1416935 0 53799 12837244 19371738 282520 1902449 2341791 2622806 8185348 8453466 10809659 12978721 X 928125 3298038 766866 2762226 332594 332753 2027585 6393017 12837244 19371738 4323619 41813 0 X 1 X 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1559248 225745 291476 195770 1880699 1645070 43191 -22223 106790 1559248 1318666 130011 314592 118199 1645070 1229897 63036 135364 109631 1318666 1655712 24999 -358964 91850 1229897 0.42190 0.17690 0.40120 0 0 1838059 1838059 1375000 668201 706799 8690250 3008507 5681743 1652891 1520851 132040 2244011 2244011 10602652 11199754 41813 41813 11157941 3902 -80631 -76729 11081212 6834322 0 6834322 3902 -80631 -76729 6757593 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: UPGRADE AND MAINTENANCE OF SCHOOL FACILITIES AND PROGRAMS. PART XI, LINE 4B - OTHER ADJUSTMENTS: EXPENSES FROM FUNDRAISING EVENT 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 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 PUBLIC NOTICE PROVIDED IN PLANO STAR COURIER ANNUAL GALA 247023 140427 106596 80631 1 3569 3569 250592 140427 110165 80631 80631 29534 X X 0 0 0 0 0 0 0 0 0 MARK STOLOVITSKY 189500 0 0 0 0 0 0 0 10412 0 199912 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE 990 FORM AND ANNUAL AUDIT DRAFTS ARE PRESENTED TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE WILL MEET WITH THE AUDITORS TO DISCUSS AND REVIEW BOTH OF THESE DRAFTS. AFTER THE MEETING AND ASSUMING THERE ARE NO CHANGES TO THE DRAFTS, THE AUDIT COMMITTEE WILL APPROVE THE DRAFTS. ONCE APPROVED, THE DRAFTS WILL BE PRESENTED TO THE BOARD OF DIRECTORS AT ITS NEXT SCHEDULED MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES WILL BE REQUIRED TO SIGN OFF ON THIS POLICY ANNUALLY AT THE BEGINNING OF THE SCHOOL YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE KEY EMPLOYEES COMPENSATION ARE REVIEWED/APPROVED BY A COMPENSATION COMMITTEE. THE HUMAN RESOURCES/BUSINESS OFFICE WILL PROVIDE THE COMPENSATION COMMITTEE COMPARABLE COMPENSATION DATA FOR THE HEAD OF SCHOOL AND KEY EMPLOYEES FROM PEER INSTITUTIONS. THE COMPENSATION COMMITTEE WILL KEEP A DETAILED RECORD OF THE MEETINGS AND DISCUSSIONS RELATIVE TO THE HEAD OF SCHOOL AND KEY EMPLOYEE COMPENSATION. THE JUSTIFICATION FOR RECOMMENDED ADJUSTMENTS WILL BE APPROPRIATELY DOCUMENTED. 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. ALL OTHER FUNCTIONAL EXPENSES FORM 990, PART IX, LINE 24E TECHNOLOGY EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 120,718. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 120,718. LOSS ON DISPOSAL OF ASSETS: PROGRAM SERVICE EXPENSES 112,806. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 112,806. BOND RELATED FEES: PROGRAM SERVICE EXPENSES 65,380. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 65,380. BAD DEBT EXPENSE: PROGRAM SERVICE EXPENSES 64,518. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 64,518. SOFTWARE MAINTENANCE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 53,248. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 53,248. FUNDRAISING EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 52,641. TOTAL EXPENSES 52,641. PROFESSIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 31,728. MANAGEMENT AND GENERAL EXPENSES 12,988. FUNDRAISING EXPENSES 3,807. TOTAL EXPENSES 48,523. PRINTING: PROGRAM SERVICE EXPENSES 4,838. MANAGEMENT AND GENERAL EXPENSES 28,193. FUNDRAISING EXPENSES 741. TOTAL EXPENSES 33,772. TELEPHONE: PROGRAM SERVICE EXPENSES 12,837. MANAGEMENT AND GENERAL EXPENSES 15,817. FUNDRAISING EXPENSES 657. TOTAL EXPENSES 29,311. SUPPLIES: PROGRAM SERVICE EXPENSES 8,532. MANAGEMENT AND GENERAL EXPENSES 15,971. FUNDRAISING EXPENSES 1,098. TOTAL EXPENSES 25,601. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 10,038. MANAGEMENT AND GENERAL EXPENSES 11,307. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,345. FOOD: PROGRAM SERVICE EXPENSES 16,945. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,945. OTHER EXPENSES: PROGRAM SERVICE EXPENSES 13,144. MANAGEMENT AND GENERAL EXPENSES 2,482. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,626. CREDIT CARD FEES: PROGRAM SERVICE EXPENSES 10,749. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,749. DATA PROCESSING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 7,555. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,555. POSTAGE: PROGRAM SERVICE EXPENSES 371. MANAGEMENT AND GENERAL EXPENSES 6,806. FUNDRAISING EXPENSES 160. TOTAL EXPENSES 7,337. LIBRARY: PROGRAM SERVICE EXPENSES 7,024. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,024. INVESTMENT MANAGEMENT FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,902. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,902. RECRUITING: PROGRAM SERVICE EXPENSES 298. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 298.