LEONARD AND SUSAN FUCHS MIZRACHI SCHOOL: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LEONARD AND SUSAN FUCHS MIZRACHI SCHOOL (EIN 34-1400924)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-14
- IRS object ID
- 201301349349300560
- Schema version
- 2011v1.5
- 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 L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T07:52:12-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341945695 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SS&G INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32125 SOLON ROAD | AddressLine1 |
| City | SOLON | City |
| State | OH | State |
| ZIP Code | 441392284 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341400924 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FUCHS MIZRACHI SCHOOLS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FUCH | NameControl |
| Phone | 2169320220 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26600 SHAKER BLVD | AddressLine1 |
| City | BEACHWOOD | City |
| State | OH | State |
| ZIP Code | 44122 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARRY KISLOWICZ | Name |
| Title | OFFICER | Title |
| Phone | 2169320220 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TERESA SCHAFFER | Name |
| PTIN | P01449021 | PTIN |
| Phone | 4402488787 | Phone |
| Date Prepared | 2013-05-03 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BARRY KISLOWICZ | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26600 SHAKER BLVD | AddressLine1 |
| City | BEACHWOOD | City |
| State | OH | State |
| ZIP Code | 44122 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 10297432 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.FUCHSMIZRACHI.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1983 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | ORTHODOX JEWISH/RELIGIOUS ZIONIST COLLEGE PREPARATORY DAY SCHOOL (PRE-NURSERY - 12TH GRADE) | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 25 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 25 | NbrIndependentVotingMembers |
| Total Nbr Employees | 161 | TotalNbrEmployees |
| Total Nbr Volunteers | 69 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4060261 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4089445 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5022373 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5235451 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 479461 | InvestmentIncomePriorYear |
| Investment Income Current Year | -201650 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 99156 | OtherRevenuePriorYear |
| Other Revenue Current Year | 47152 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9661251 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9170398 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1794195 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1914015 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5195836 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4985290 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 79092 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3188052 | OtherExpensePriorYear |
| Other Expenses Current Year | 3444523 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 10178083 | TotalExpensesPriorYear |
| Total Expenses Current Year | 10343828 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -516832 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1173430 | RevenuesLessExpensesCY |
| Total Assets BOY | 57190926 | TotalAssetsBOY |
| Total Assets EOY | 54555510 | TotalAssetsEOY |
| Total Liabilities BOY | 29574112 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 35600645 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 27616814 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 18954865 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF FUCHS MIZRACHI SCHOOL IS TO EDUCATE EACH CHILD IN THE ORTHODOX JEWISH RELIGIOUS ZIONIST TRADITION, IMBUED WITH THE LOVE OF G-D, TORAH, PEOPLE AND THE LAND OF ISRAEL. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 4745394 | Expense |
| Grants | 1206732 | Grants |
| Revenue | 2566208 | Revenue |
| Description | UPPER SCHOOL (7TH GRADE THROUGH 12TH GRADE) - ENROLLMENT 147 FUCHS MIZRACHI HIGH SCHOOL IS COMMITTED TO NURTURING EACH STUDENT SO THAT THEY CAN ACHIEVE THEIR EMOTIONAL, INTELLECTUAL, AND RELIGIOUS POTENTIAL. WE OFFER A DUAL CURRICULUM IN BOTH JUDAIC AND SECULAR CLASSES WITH STUDENTS TAKING AN AVERAGE OF NINE PERIODS DAILY. WE ADHERE TO THE GUIDELINES OF THE STATE OF OHIO AND PROUDLY BOAST OF OUR SUCCESS ON THE OHIO GRADUATION TESTS. THERE ARE PARALLEL TRACTS, HONORS AND COLLEGE PREPARATORY IN EACH DISCIPLINE TO ENSURE THAT INDIVIDUAL NEEDS ARE MET. OUR STUDENTS ARE SOUGHT OUT BY THE TOP UNIVERSITIES IN THE COUNTRY AND HAVE ENJOYED GREAT SUCCESS IN COLLEGE. WE ENCOURAGE OUR STUDENTS TO CONTINUE THEIR DEVELOPMENT BY STUDYING IN ISRAEL IMMEDIATELY AFTER HIGH SCHOOL AND ARE DELIGHTED BY THE OVERWHELMING MAJORITY OF GRADUATES WHO ATTEND THE FINEST INSTITUTIONS OF HIGHER LEARNING IN ISRAEL. IN OUR EFFORT TO DEVELOP ALL ASPECTS OF OUR STUDENTS' PERSONALITIES, A FULL RANGE OF EXTRACURRICULAR ACTIVITIES ARE BOTH OFFERED AND SUPPORTED. BOTH BOYS AND GIRLS PARTICIPATE ON ATHLETIC TEAMS AND OUR SCHOOL SENDS A DELEGATION TO YESHIVA UNIVERSITY'S MODEL U.N. ANNUAL COMPETITION. STUDENTS ARE INVOLVED IN A MYRIAD OF PROJECTS ASSISTING THE COMMUNITY WITH THE HIGHLIGHT BEING OUR TWO "LET'S MAKE A DIFFERENCE" DAYS. THE SCHOOL PARTNERS WITH LOCAL YOUTH GROUPS SUCH AS BNEI AKIVA AND NCSY WHERE THE CHILDREN DEVELOP CRITICAL LEADERSHIP SKILLS.WE BELIEVE THAT FUCHS MIZRACHI GRADUATES ARE READY TO CHANGE THE WORLD. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1790229 | Expense |
| Grants | 514058 | Grants |
| Revenue | 1963014 | Revenue |
| Description | LOWER SCHOOL (1ST GRADE - 6TH GRADE) - ENROLLMENT 162 AS STUDENTS ARE PREPARED FOR LIFE IN THE TWENTY-FIRST CENTURY, THE CRITICAL ROLE THAT GENERAL KNOWLEDGE WILL PLAY IN THEIR LIVES IS RECOGNIZED. AS A RESULT, READING, MATHEMATICS, SCIENCE, LANGUAGE ARTS, SOCIAL STUDIES, HEALTH, USE OF TECHNOLOGY, MUSIC, ART AND PHYSICAL EDUCATION ARE STRESSED AS ESSENTIAL COMPONENTS OF A WELL-BALANCED AND COMPREHENSIVE PROGRAM OF GENERAL STUDIES. ANALYTICAL REASONING AND CONCEPTUAL UNDERSTANDING ARE EMPHASIZED BEYOND THE MERE ACQUISITION OF BASIC SKILLS. STUDENTS PARTICIPATE IN THE KINDS OF LEARNING PROGRAMS THAT ONE WOULD EXPECT OF ANY FORWARD-THINKING INDEPENDEDENT SCHOOL. THERE IS A HEAVY EMPHASIS ON READING, CREATIVE WRITING, RESEARCH AND USE OF WEB-BASED MATERIALS. THE SCHOOL ALSO PROVIDES SUPPORT SERVICES FOR CHILDREN WITH SPECIAL NEEDS.EXTRACURRICULAR ACTIVITIES INCLUDE SPORTS, DRAMA, NEWSPAPER AND STUDENT COUNCIL. GRADES 1-6 ARE SELF-CONTAINED. FUCHS MIZRACHI SCHOOL HAS EMERGED AS A SCHOOL RESPECTED FOR PROVIDING A BALANCED EDUCATION THAT ENCOURAGES CURIOSITY AND INTELLECTUAL EXPLORATION. IT FOSTERS EMPHASIS ON TOTAL EXCELLENCE AND RESPECT FOR DIFFERING IDEAS AND BELIEFS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1029546 | Expense |
| Grants | 193225 | Grants |
| Revenue | 706229 | Revenue |
| Description | ECP (PRE-NURSERY, PRE-K, AND KINDERGARTEN) - ENROLLMENT 115 THE EARLY CHILDHOOD PROGRAM AT FUCHS MIZRACHI SCHOOL PROVIDES A SAFE AND NURTURING ENVIRONMENT THAT PROMOTES THE PHYSICAL, SOCIAL, EMOTIONAL, AND COGNITIVE DEVELOPMENT OF YOUNG CHILDREN IN A DEVELOPMENTALLY APPROPRIATE WAY WHILE RESPONDING TO THE NEEDS OF FAMILIES. FACULTY MEMBERS CREATE AN ENVIRONMENT THAT PROVIDES STIMULATING, CHALLENGING MATERIALS AND ACTIVITIES FOR CHILDREN INTEGRATING AREAS OF SECULAR AND JUDAIC KNOWLEDGE. THE TEACHERS ACT AS GUIDES OR FACILITATORS AS THEY CLOSELY OBSERVE TO SEE WHAT CHILDREN UNDERSTAND; THEY THEN POSE ADDITIONAL CHALLENGES TO ENCOURAGE FURTHER EXPLORATION. TO ATTAIN OUR GOALS, THE EARLY CHILDHOOD CLASSROOMS ARE SET UP IN LEARNING CENTERS: BLOCKS, DRAMATIC PLAY, SCIENCE, MATH, CREATIVE ARTS AND LANGUAGE ARTS. THROUGHOUT THESE CENTERS, CHILDREN ARE GIVEN MANY OPPORTUNITIES TO EXPLORE MATERIALS AND IDEAS IN A CONTEXT RELEVANT TO THEM THEREBY MAKING THEIR LEARNING MEANINGFUL. ALL EARLY CHILDHOOD CLASSES ARE SUPPLEMENTED BY INSTRUCTION IN THE AREAS OF MUSIC, ART AND PHYSICAL EDUCATION BY SPECIALISTS IN THESE AREAS. THE EARLY CHILDHOOD PROGRAM IS FULLY LICENSED BY THE STATE OF OHIO DEPARTMENT OF JOB AND FAMILY SERVICES (ODJFS) AND SUPPORTED BY A LICENSED EARLY CHILDHOOD PROGRAM DIRECTOR. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 7565169 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 1 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 1 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 7 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 161 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 25 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 25 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMY STONE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2169320220 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26600 SHAKER BLVD | AddressLine1 |
| City | BEACHWOOD | City |
| State | OH | State |
| ZIP Code | 44122 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | FormerFormer |
|---|---|---|---|---|---|---|---|
| ZEV WEISS | |||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | |
| JEFF WILD | |||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | |
| MARK KREINDEL | |||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | |
| AMY NEWMAN-SMITH | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ADAM WIEDER | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| SIDNEY BORISON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| DONNA FELDMAN | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ADENA KLINEMAN | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| DEBORAH POLLACK | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| HOWARD SLATER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ELIZABETH SUNSHINE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| MATTHEW WIEDER | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LEONARD FUCHS | |||||||
| TRUSTEE FOR LIFE | 1.00 | X | 0 | 0 | 0 | ||
| SUSAN FUCHS | |||||||
| TRUSTEE FOR LIFE | 1.00 | X | 0 | 0 | 0 | ||
| RABBI MELVIN L GRANATSTEIN | |||||||
| TRUSTEE FOR LIFE | 1.00 | X | 0 | 0 | 0 | ||
| MYERS SENDERS | |||||||
| TRUSTEE FOR LIFE | 1.00 | X | 0 | 0 | 0 | ||
| MARLA COMET-STARK | |||||||
| TRUSTEE FOR LIFE | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT L STARK | |||||||
| TRUSTEE FOR LIFE | 1.00 | X | 0 | 0 | 0 | ||
| BRIAN FOX | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| ELIAV SHARVIT | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| CINDY ASHWAL | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| GERRY ENGELHART | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JULIAN GORDON | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| NOAM MAGENCE | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| LINDSEY MAYERFELD | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| JEFF SOCLOF | |||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | ||
| BARRY KISLOWICZ | |||||||
| HEAD OF SCHOOL | 40.00 | X | 137000 | 0 | 30389 | ||
| BINYAMIN BLAU | |||||||
| FORMER PRINCIPAL HIGH SCHOOL | 40.00 | X | 135360 | 0 | 51013 | ||
| CHAGGAI RAVIV | |||||||
| FORMER PRINCIPAL MIDDLE SCHOOL | 45.00 | X | 120862 | 0 | 47645 | ||
| PINCHOS HECHT | |||||||
| FORMER HEAD OF SCHOOL | 0.00 | 266943 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 660165 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 129047 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 595844 | FederatedCampaigns |
| Fundraising Events | 168230 | FundraisingEvents |
| Government Grants | 309000 | GovernmentGrants |
| All Other Contributions | 3016371 | AllOtherContributions |
| Total Contributions | 4089445 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITIONS AND FEES | 611110 | 5203180 | 5203180 |
| OTHER & MISC INCOME | 611110 | 32271 | 32271 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5235451 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 151282 | TotalRevenueColumn |
| Exclusion | $151,282 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 83240 | TotalRevenueColumn |
| Exclusion | $83,240 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 6550 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 6550 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6550 | TotalRevenueColumn |
| Exclusion | $6,550 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 600000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 1036172 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -436172 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -436172 | TotalRevenueColumn |
| Exclusion | -$436,172 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 44041 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 168230 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 90862 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -46821 | TotalRevenueColumn |
| Exclusion | -$46,821 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REFUNDS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 87423 | TotalRevenueColumn |
| Exclusion | $87,423 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 87423 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9170398 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5235451 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$154,498 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1914015 | Total |
| Program Services | 1914015 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 789212 | Total |
| Program Services | 593895 | ProgramServices |
| Management And General | 184937 | ManagementAndGeneral |
| Fundraising | 10380 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3592236 | Total |
| Program Services | 2703215 | ProgramServices |
| Management And General | 841774 | ManagementAndGeneral |
| Fundraising | 47247 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70468 | Total |
| Program Services | 53028 | ProgramServices |
| Management And General | 16513 | ManagementAndGeneral |
| Fundraising | 927 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 208816 | Total |
| Program Services | 157138 | ProgramServices |
| Management And General | 48932 | ManagementAndGeneral |
| Fundraising | 2746 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 324558 | Total |
| Program Services | 244235 | ProgramServices |
| Management And General | 76054 | ManagementAndGeneral |
| Fundraising | 4269 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70049 | Total |
| Management And General | 70049 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62383 | Total |
| Management And General | 62383 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106474 | Total |
| Management And General | 106474 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 459570 | Total |
| Program Services | 413613 | ProgramServices |
| Management And General | 41361 | ManagementAndGeneral |
| Fundraising | 4596 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 836359 | Total |
| Management And General | 836359 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 892749 | Total |
| Program Services | 803475 | ProgramServices |
| Management And General | 80347 | ManagementAndGeneral |
| Fundraising | 8927 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PROGRAMMATIC | 475209 | 475209 | |
| BAD DEBT EXPENSE | 288162 | 288162 | |
| STAFF DEVELOPMENT | 200938 | 186206 | 14732 |
| MISCELLANEOUS | 28468 | 28468 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24162 | Total |
| Program Services | 21140 | ProgramServices |
| Management And General | 3022 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10343828 | Total |
| Program Services | 7565169 | ProgramServices |
| Management And General | 2699567 | ManagementAndGeneral |
| Fundraising | 79092 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10708 | BOY |
| EOY | 13945 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36373 | BOY |
| EOY | 23915 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 479382 | BOY |
| EOY | 626066 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 227767 | BOY |
| EOY | 328695 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 140033 | BOY |
| EOY | 115476 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27497 | BOY |
| EOY | 26072 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 27022306 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1660397 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26183197 | BOY |
| EOY | 25361909 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 191463 | BOY |
| EOY | 174030 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29894506 | BOY |
| EOY | 27885402 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57190926 | BOY |
| EOY | 54555510 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 166730 | BOY |
| EOY | 863684 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 180059 | BOY |
| EOY | 155464 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24500000 | BOY |
| EOY | 24500000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2539946 | BOY |
| EOY | 2529570 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17694 | BOY |
| EOY | 14094 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2169683 | BOY |
| EOY | 7537833 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29574112 | BOY |
| EOY | 35600645 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -1251238 | BOY |
| EOY | -8917879 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3405796 | BOY |
| EOY | 674443 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25462256 | BOY |
| EOY | 27198301 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27616814 | BOY |
| EOY | 18954865 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57190926 | BOY |
| EOY | 54555510 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1173430 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -7488520 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 28299958 | BeginningOfYearBalance |
| Contributions | 1761295 | Contributions |
| Investment Earnings Or Losses | -794190 | InvestmentEarningsOrLosses |
| Other Expenditures | 1682277 | OtherExpenditures |
| End Of Year Balance | 27584786 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 25436640 | BeginningOfYearBalance |
| Contributions | 1012990 | Contributions |
| Investment Earnings Or Losses | 3282642 | InvestmentEarningsOrLosses |
| Other Expenditures | 1432314 | OtherExpenditures |
| End Of Year Balance | 28299958 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 251908 | BeginningOfYearBalance |
| Contributions | 24329498 | Contributions |
| Investment Earnings Or Losses | 1885455 | InvestmentEarningsOrLosses |
| Other Expenditures | 1030221 | OtherExpenditures |
| End Of Year Balance | 25436640 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 370782 | BeginningOfYearBalance |
| Contributions | 22558 | Contributions |
| Investment Earnings Or Losses | -116432 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 25000 | GrantsOrScholarships |
| End Of Year Balance | 251908 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.98600 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.01400 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1592890 | OtherCostOrOtherBasis |
| Book Value | 1592890 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 24144931 | OtherCostOrOtherBasis |
| Depreciation | 1215343 | Depreciation |
| Book Value | 22929588 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1250181 | OtherCostOrOtherBasis |
| Depreciation | 434436 | Depreciation |
| Book Value | 815745 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 34304 | OtherCostOrOtherBasis |
| Depreciation | 10618 | Depreciation |
| Book Value | 23686 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 25361909 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ASSETS HELD BY OTHERS | 27450387 |
| DEFERRED FINANCING COSTS | 422508 |
| EMPLOYEE ADVANCES | 12507 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 27885402 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED PENSION LIABILITY | $2,430,765 |
| INTEREST RATE SWAP | $5,107,068 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 7537833 | TotalOfAmounts |
| Total Revenue | 9170398 | TotalRevenue |
| Total Expenses | 10343828 | TotalExpenses |
| Excess Or Deficit For Year | -1173430 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1018790 | NetUnrealizedGLOnInvestments |
| Other | -$6,469,730 | OtherAmount |
| Total Adjustments | -7488520 | TotalAdjustments |
| Excess Or Deficit Per FS | -8661950 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 6764628 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1018790 | NetUnrealizedGainsInvestments |
| Other Revenues | 527034 | OtherRevenues |
| Revenue Not Rptd F990 | -491756 | RevenueNotRptdF990 |
| Revenue Subtotal | 7256384 | RevenueSubtotal |
| Other Revenues Not Included | 1914015 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1914015 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9170399 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8556847 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 127034 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 127034 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8429813 | ExpensesSubtotal |
| Other Expenses Not Included | 1914015 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1914015 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 10343828 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE SCHOOL'S ENDOWMENT CONSISTS OF SEVEN INDIVIDUAL FUNDS ESTABLISHED FOR THE PURPOSE OF FUNDING OPERATING EXPENSES OF THE SCHOOL |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE INTERNAL REVENUE SERVICE HAS RULED THAT THE SCHOOL QUALIFIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT FEDERAL INCOME TAX LAWS. THE SCHOOL HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A "PRIVATE FOUNDATION" WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. INCOME TAXES ON UNRELATED BUSINESSES INCOME, IF ANY, ARE PROVIDED AT THE APPLICABLE RATES ON INCOME FOR FINANCIAL REPORTING PURPOSES. THE SCHOOL FOLLOWS GAAP FOR UNCERTAINTY IN INCOME TAXES. THE SCHOOL'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE SCHOOL'S OPEN AUDIT PERIODS ARE 2009 THROUGH CURRENT. IN EVALUATING THE SCHOOL'S ACTIVITIES, THE SCHOOL BELIEVES ITS POSITION OF TAX-EXEMPT STATUS IS APPROPRIATE BASED ON CURRENT FACTS AND CIRCUMSTANCES. THE SCHOOL HAS ASSESSED THAT THERE ARE NO ACTIVITIES UNRELATED TO THE PURPOSE OF THE SCHOOL AND THEREFORE NO TAX IS TO BE RECOGNIZED. IT IS THE POLICY OF THE SCHOOL TO INCLUDE IN OPERATING EXPENSES PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES. THERE ARE NO PENALTIES OR INTEREST FROM TAXING AUTHORITIES INCLUDED IN OPERATING EXPENSES FOR THE YEARS ENDED JUNE 30, 2012 AND 2011. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | UNREALIZED LOSS ON INTEREST RATE SWAP -5,384,026. CHANGE IN UNFUNDED PENSION LIABILITY -1,085,704. TOTAL TO SCHEDULE D, PART XI, LINE 8: -6,469,730. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES RELATED TO SPECIAL EVENTS 90,862. LOSS ON SALE OF ASSETS HELD FOR SALE 436,172. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID ASSISTANCE 1,914,015. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES RELATED TO SPECIAL EVENTS 90,862. EXPENSES RELATED TO DISPOSAL OF ASSETS 36,172. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID ASSISTANCE 1,914,015. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 1 | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | 1 | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | 1 | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | 0 | MaintRacialCompositionRecords |
| Maint Scholarships Records | 1 | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | 1 | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | 1 | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | 0 | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | 0 | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | 0 | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | 0 | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | 0 | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | 0 | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActy |
| Government Financial Aid Received | 1 | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | 0 | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | 1 | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION | SCHEDULE E, PART I, LINE 3 | RACIAL NON-DISCRIMINATION POLICIES ARE STATED IN NEWSPAPERS, ADVERTISING AND PERSONAL INTERVIEWS. |
| EXPLANATION OF DOCUMENT RETENTION | SCHEDULE E, PART I, LINE 4 | WE DO NOT DISCRIMINATE IN ANY WAY BUT WE HAVE NO OFFICIAL TRACKING OF RACIAL COMPOSITION. |
| EXPLANATION OF GOVERNMENT FINANCIAL ASSISTANCE | SCHEDULE E, PART I, LINE 6 | SCHOOL RECEIVES MANDATED SERVICES REIMBURSEMENTS AND AUXILIARY STATE FUNDS. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF OUTING | NameOfEvent1 |
| Gross Receipts Event1 | 106910 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 79230 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 27680 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 2436 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 13985 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 9219 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 8625 | OtherDirectExpensesEvent1 |
| Name Of Event2 | ANNUAL DINNER | NameOfEvent2 |
| Gross Receipts Event2 | 105361 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 89000 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 16361 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 4401 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 6164 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 8492 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 11960 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 25580 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 212271 | GrossReceiptsTotal |
| Charitable Contributions Total | 168230 | CharitableContributionsTotal |
| Gross Revenue Total Events | 44041 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 6837 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 20149 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 17711 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 11960 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 34205 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 90862 | DirectExpenseSummaryEvents |
| Net Income Summary | -46821 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | TUITION DISCOUNT/FINANCIAL AID | TypeOfGrant |
| Number Of Recipients | 193 | NumberOfRecipients |
| Amount Of Non Cash Assistance | 1914015 | AmountOfNonCashAssistance |
| Method Of Valuation | FAIR MARKET VALUE | MethodOfValuation |
| Description Of Non Cash Assistance | TUITION DISCOUNT | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: ASSISTANCE TO THE INDIVIDUALS CONSISTS OF TUITION DISCOUNT VALUED AT FAIR MARKET VALUE AND APPLIED TO THE TUITIONS OF EACH QUALIFIED STUDENT. NO CASH ASSITANCE HAS BEEN AWARDED. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BARRY KISLOWICZ | |||||||||||||
| 137000 | 0 | 0 | 0 | 0 | 0 | 1937 | 0 | 28452 | 0 | 167389 | 0 | 0 | 0 |
| BINYAMIN BLAU | |||||||||||||
| 135360 | 0 | 0 | 0 | 0 | 0 | 1913 | 0 | 49100 | 0 | 186373 | 0 | 0 | 0 |
| CHAGGAI RAVIV | |||||||||||||
| 120862 | 0 | 0 | 0 | 0 | 0 | 1708 | 0 | 45937 | 0 | 168507 | 0 | 0 | 0 |
| PINCHOS HECHT | |||||||||||||
| 212500 | 0 | 0 | 0 | 54443 | 0 | 0 | 0 | 0 | 0 | 266943 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4A | ReturnReference |
| Explanation | RABBI PINCHOS HECHT - $212,500 | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLORADO EDUCATIONAL AND CULTURAL FACILITIES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| CUSIP Number | 196U5RGNR | CUSIPNumber |
| Date Issued | 2008-09-13 | DateIssued |
| Issue Price | 24500000 | IssuePrice |
| Description Of Purpose | CAPITAL CONSTRUCTION | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 24500000 | TotalProceeds |
| Issuance Costs From Proceeds | 96000 | IssuanceCostsFromProceeds |
| Year Of Subst Completion | 2010 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 0 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Post Issuance Compliance Procdrs | 0 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule L IRS990ScheduleL
Loan Table LoanTable (3 entries)
| Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| AARON BAYER | ||||||
| HELP PURCHASE HOME IN SCHOOL VICINITY | X | $40,000 | 32000 | 0 | 1 | 1 |
| BARRY KISLOWICZ | ||||||
| HELP PURCHASE HOME IN SCHOOL VICINITY | X | $40,000 | 25000 | 0 | 1 | 1 |
| RABBI AVERY JOEL | ||||||
| HELP PURCHASE HOME IN SCHOOL VICINITY | X | $50,000 | 35000 | 0 | 1 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 92000 | TotalBalanceDue |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | LEONARD FUCHS & SUSAN FUCHS - HUSBAND & WIFE ROBERT STARK & MARLA STARK - HUSBAND & WIFE ADAM WIEDER & MATTHEW WIEDER - BROTHERS | |
| FORM 990, PART VI, SECTION B, LINE 11 | COMPLETED 990 WAS EMAILED FOR REVIEW TO EXECUTIVE BOARD OF TRUSTEES | |
| FORM 990, PART VI, SECTION B, LINE 12C | AT ANNUAL BOARD OF TRUSTEES MEETING A COPY OF THE POLICY AND QUESTIONNAIRE IS HANDED OUT FOR MEMBERS TO REVIEW AND RESPOND. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION AND RAISES ARE BASED ON COMPARING SALARIES WITH SIMILAR ORGANIZATIONS THROUGHOUT THE COUNTRY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | FUCHS MIZRACHI SCHOOL DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,018,790. UNREALIZED LOSS ON INTEREST RATE SWAP -5,384,026. CHANGE IN UNFUNDED PENSION LIABILITY -1,085,704. TOTAL TO FORM 990, PART XI, LINE 5: -7,488,520. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE AUDIT OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |