PARTNERSHIP FOR EXCELLENCE IN JEWISH: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PARTNERSHIP FOR EXCELLENCE IN JEWISH (EIN 04-3365815)
- Tax period
- 2011-09-01 to 2012-08-31
- Filed
- 2013-01-29
- IRS object ID
- 201340299349300119
- Schema version
- 2011v1.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-01-29T10:06:22-06:00 | Timestamp |
| Tax Period End Date | 2012-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042571780 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER ARONSON FINNING & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 EAST MAIN STREET | AddressLine1 |
| City | WESTBORO | City |
| State | MA | State |
| ZIP Code | 01581 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043365815 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARTNERSHIP FOR EXCELLENCE IN JEWISH | BusinessNameLine1 |
| Business Name Line2 | EDUCATION INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PART | NameControl |
| Phone | 6173670001 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 88 BROAD STREET 6TH FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AMY KATZ | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 6173670001 | Phone |
| Date Signed | 2013-01-28 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN BUCKLEY CPA | Name |
| PTIN | P00830631 | PTIN |
| Phone | 5083669100 | Phone |
| Date Prepared | 2013-01-28 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | AMY KATZ | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 88 BROAD STREET 6TH FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1417004 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PEJE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1997 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | THE PARTNERSHIP FOR EXCELLENCE IN JEWISH EDUCATION, INC., IS UNIQUELY POSITIONED TO ADVANCE THE JEWISH DAY SCHOOL FIELD THROUGH STRONG ADVOCACY, STRATEGIC CONVENINGS, COALITION BUILDING, AND THOUGHT LEADERSHIP. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 28 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1039950 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1367334 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 412189 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 26025 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 22134 | InvestmentIncomePriorYear |
| Investment Income Current Year | 12922 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 25452 | OtherRevenuePriorYear |
| Other Revenue Current Year | 10723 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1499725 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1417004 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 81246 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1028359 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2288423 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2108138 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 67115 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1986047 | OtherExpensePriorYear |
| Other Expenses Current Year | 1146946 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4355716 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4283443 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2855991 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2866439 | RevenuesLessExpensesCY |
| Total Assets BOY | 6664184 | TotalAssetsBOY |
| Total Assets EOY | 3392435 | TotalAssetsEOY |
| Total Liabilities BOY | 443494 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 288184 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6220690 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3104251 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE PARTNERSHIP FOR EXCELLENCE IN JEWISH EDUCATION, INC., (PEJE) BELIEVES THAT DAY SCHOOLS ARE ESSENTIAL FOR FOSTERING AN ENGAGED JEWISH PEOPLE FOR AN ENDURING FUTURE. PEJE CONNECTS AND EMPOWERS JEWISH DAY SCHOOLS AND MAJOR STAKEHOLDERS IN THE JEWISH COMMUNITY ACROSS THE DENOMINATIONAL AND GEOGRAPHIC SPECTRUM AND OFFERS UNPARALLELED KNOWLEDGE AND RESOURCES TO FOSTER FINANCIAL SUSTAINABILITY AND AFFORDABILITY. PEJE IS DEDICATED TO IMPACTING THE FIELD THROUGH BOLD INITIATIVES TO STIMULATE THE CORE REVENUE STREAMS OF ANNUAL CAMPAIGN, LEGACY, ENDOWMENT, AND TUITION AND TO BROADEN THE MARKET FOR DAY SCHOOL EDUCATION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1425315 | Expense |
| Grants | 637500 | Grants |
| Revenue | 10000 | Revenue |
| Description | COACHING AND COLLABORATIONS - THROUGH COLLABORATION WITH COMMUNITY LEADERS AND OTHER JEWISH ORGANIZATIONS, PEJE HAS LEVERAGED ITS ROLE AS A THOUGHT LEADER. BECAUSE OF PEJE'S STEWARDSHIP, 240 SCHOOLS PARTICIPATED IN THE JDATA PROJECT, A CENTRAL DATA BANK AT BRANDEIS UNIVERSITY. PEJE HAS BECOME A CO-SPONSOR OF THE NORTH AMERICAN JEWISH DAY SCHOOL CONFERENCE, SPONSORING A SESSION FOR 100 ATTENDEES ON DEVELOPMENT, AND HOLDING ONE-ON-ONE CONSULTATIONS ON DEVELOPMENT, SOCIAL MEDIA, AND BRANDING. TOGETHER WITH THE ORTHODOX UNION, PEJE IS FUNDING THE NATIONAL DAY SCHOOL AFFORDABILITY PROJECT. TO FOSTER INNOVATIVE THINKING, PEJE AWARDED $625,000, IN GIFTS OF $25,000, TO THE 25 SCHOOLS THAT BEST IMPLEMENTED PROGRAMS WHICH INCREASED KEY REVENUE STREAMS OF EITHER TUITION, ANNUAL CAMPAIGN, OR ENDOWMENT AND LEGACY; RESPONDED TO THE MIDDLE-CLASS AFFORDABILITY CHALLENGE; AND/OR PRODUCED A BOLD ADVOCACY CAMPAIGN. THIRTY-SIX CALLERS TOOK ADVANTAGE OF THE PEJE LEADERSHIP LINE, A FREE, ONE-HOUR PHONE CALL WITH A PEJE COACH ON TOPICS RANGING FROM BOARD DEVELOPMENT TO HEAD SUPPORT/EVALUATION TO STUDENT RECRUITMENT/RETENTION. REGULAR WEBINARS ON FINANCIAL MANAGEMENT ENCOURAGE PEER-TO-PEER LEARNING. SCHOOLS ARE OFFERED SUBSIDIES AS AN INCENTIVE TO USE DATA ANALYSIS TOOLS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 802627 | Expense |
| Grants | 390859 | Grants |
| Revenue | 0 | Revenue |
| Description | ENDOWMENT & LEGACY - GENERATIONS, A THREE-YEAR PILOT TO HELP DAY SCHOOLS RAISE ENDOWMENT AND LEGACY FUNDS, WAS OFFICIALLY LAUNCHED WITH A PHASE-IN OF COMMUNITY PARTNERS IN LOS ANGELES, BALTIMORE, AND NEW YORK OVER THE COURSE OF THE YEAR. PEJE PROVIDES FINANCIAL AND MANAGEMENT OVERSIGHT OF THE PROGRAM, DEVELOPS MARKETING AND TRAINING MATERIALS, AND WORKS WITH EACH COMMUNITY TO SELECT PARTICIPATING SCHOOLS AND COACHES. THE 21 PARTICIPATING SCHOOLS RECEIVE INDIVIDUALIZED COACHING ON ENDOWMENT CAMPAIGNS; LOCAL AND NATIONAL TRAINING ON SOLICITATION AND STEWARDSHIP, MARKETING, IDENTIFYING PROSPECTS, AND ENDOWMENT BEST PRACTICES; AND ACCESS TO THE NATIONAL KNOWLEDGE AND RESOURCE CENTER. THE GOAL IS FOR EACH SCHOOL TO RAISE APPROXIMATELY $4K -- $6K PER STUDENT AFTER 3 YEARS. THE INITIAL SEVEN SCHOOLS TO TAKE PART IN THE PROGRAM LEVERAGED THE $180,000 INVESTMENT BY THEIR COMMUNITY TO RAISE $2.5 MILLION. SCHOOLS NOT PARTICIPATING IN GENERATIONS HAVE ACCESS TO ON-LINE MATERIALS AND STAFF SUPPORT THROUGH THE ENDOWMENT AND LEGACY INSTITUTE WHICH DISSEMINATES BEST PRACTICES IN ENDOWMENT FUNDRAISING. DURING 2012, 15 SCHOOLS RECEIVED GUIDANCE FROM PEJE STAFF IN SUPPORT OF THEIR ENDOWMENT EFFORTS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 492137 | Expense |
| Grants | 0 | Grants |
| Revenue | 26025 | Revenue |
| Description | ANNUAL CAMPAIGN - WORKING ACROSS THE FIELD AND THROUGH COMMUNITY PARTNERSHIPS, PEJE IS PROFESSIONALIZING DAY SCHOOL FUNDRAISING EFFORTS TO INCREASE THE LEVEL OF CONTRIBUTORS AND CONTRIBUTIONS. FIFTY-FOUR SCHOOLS USED THE DEVELOPMENT SELF-ASSESSMENT TOOL (DSAT) WHICH HIGHLIGHTS THE STRENGTHS OF A SCHOOL'S DEVELOPMENT PROGRAM AND TARGET AREAS FOR GROWTH. SEVENTY-ONE PROFESSIONALS FROM 31 SCHOOLS TOOK PART IN A DEVELOPMENT INTENSIVE SHORT COURSE AIMED AT HELPING PARTICIPANTS CREATE A DEVELOPMENT PLAN FOR THEIR SCHOOLS.PEJE LAUNCHED THE MARKETING OF A MATCH PROGRAM IN JULY, 2012, GIVING DONORS AN OPPORTUNITY TO LEVERAGE A GIFT OF $10,000 OR MORE AT A MATCHING RATE OF 50 CENTS TO THE DOLLAR. WITHIN THE FIRST TWO MONTHS, 131 SCHOOLS INDICATED AN INTEREST IN THE PROGRAM AND 23% OF THE MATCHING POOL HAD BEEN USED.OVER 350 INDIVIDUALS PARTICIPATE IN REGULARLY SCHEDULED DEVELOPMENT WEBINARS TO ENCOURAGE PEER-TO-PEER LEARNING. AT THE COMMUNITY LEVEL, PEJE CONDUCTED A LEADERSHIP FUNDRAISING ACADEMY (LFA) FOR DEVELOPMENT PROFESSIONALS AND LAY LEADERS IN THE MONTREAL COMMUNITY; CONDUCTED FACE-TO-FACE COMMUNITIES OF PRACTICE TO ENCOURAGE PEER-TO-PEER LEARNING IN BOSTON (7 SCHOOLS) AND TORONTO (10 SCHOOLS); AND CONTINUED ITS PARTNERSHIP WITH LOS ANGELES AREA SCHOOLS WHICH ARE REPORTING A 10% INCREASE IN THEIR ANNUAL GIVING SUBSEQUENT TO THE LFA CONDUCTED IN THEIR COMMUNITY. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 776469 | Expense |
| Grants | 0 | Grants |
| Revenue | 723 | Revenue |
| Description | IN ORDER TO MAKE A JEWISH DAY SCHOOL EDUCATION ACCESSIBLE TO ALL OF THE FAMILIES WITHIN BERGEN COUNTY, NJ, PEJE WORKED WITH JEWISH EDUCATION FOR FUTURE GENERATIONS (JEFG) TO CREATE A CASE FOR A COMMUNITY FUNDING MODEL. PEJE WORKED WITH THE NORTHERN CALIFORNIA CONSORTIUM OF JEWISH DAY SCHOOL HEADS TO DEVELOP A STRATEGY TO "ENERGIZE THE BASE" OF CURRENT SUPPORTERS AND EXPAND THE NETWORK THROUGH AIPAC-STYLE EVENTS AND ORGANIZING. PEJE LAUNCHED A SERIES OF BLOGS TO DISSEMINATE INFORMATION TO THE FIELD. IT WORKED WITH SCHOOLS INDIVIDUALLY AND IN GROUPS TO CREATE ELEVATOR PITCHES FOR THEIR SCHOOLS AND DEVELOP THEIR OWN SOCIAL MEDIA PROGRAMS ON FACEBOOK AND TWITTER. PEJE ENABLED 30 DAY SCHOOLS TO ATTEND THE ASSOCIATION OF INDEPENDENT SCHOOL ADMISSION PROFESSIONALS CONFERENCE BY SECURING A REDUCED RATE AND SUBSIDIZING THE REMAINING FEE. REGULAR WEBINARS ENCOURAGE PEER-TO-PEER LEARNING IN BEST PRACTICES FOR ADMISSION PROFESSIONALS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 776469 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 723 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 3496548 | 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 | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | 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 | 40 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 28 | 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 | 0 | QuidProQuoContributions |
| 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 | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | 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 | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANET GELBART | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6173670001 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 88 BROAD STREET 6TH FLOOR | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02110 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Institutional TrusteeInstitutionalTrustee |
|---|---|---|---|---|---|---|---|
| DEBORAH SWARTZ | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BOBBY LENT | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL BOHNEN | |||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | X | |
| BRADFORD KLATT | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| STEVE BERMAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| NANCY HAMBURGER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GAIL NORRY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PAMELA ROHR | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JIM JOSEPH FOUNDATION - AL T LEVITT | |||||||
| DIRECTOR | 1.00 | 0 | 0 | 0 | X | ||
| AVI CHAI FOUNDATION - L MERKIN | |||||||
| DIRECTOR | 1.00 | 0 | 0 | 0 | X | ||
| SCHWARTZ FAMILY FOUNDATION-SSCHWART | |||||||
| DIRECTOR | 1.00 | 0 | 0 | 0 | X | ||
| SHAPELL FAMILY FOUNDATION -R SHAPEL | |||||||
| CLERK | 1.00 | 0 | 0 | 0 | X | X | |
| HAROLD GRINSPOON FOUND - DTRODERMAN | |||||||
| BOARD CHAIR | 1.00 | 0 | 0 | 0 | X | X | |
| RABBI JOSHUA ELKIN | |||||||
| EXECUTIVE DIRECTOR - LEFT IN SEPTEMBER, 2012 | 40.00 | 277763 | 0 | 108550 | X | ||
| AMY KATZ | |||||||
| EXECUTIVE DIRECTOR | 36.00 | 204207 | 0 | 28239 | X | ||
| JANET GELBART | |||||||
| DIRECTOR OF FINANCE & OPER | 40.00 | 120591 | 0 | 16667 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 602561 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 153456 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEASURING SUCCESS LLC | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 86A SHERMAN STREET | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 02141 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | DATA ANALYSIS TOOLS AND SUPPORT | DescriptionOfServices |
| Compensation | 158711 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 1367334 | AllOtherContributions |
| Total Contributions | 1367334 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROGRAM FEES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 26025 | TotalRevenueColumn |
| Related Or Exempt Function Income | 26025 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 26025 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12922 | TotalRevenueColumn |
| Exclusion | $12,922 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 10723 | TotalRevenueColumn |
| Related Or Exempt Function Income | 10723 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 10723 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1417004 | TotalRevenueColumn |
| Related Or Exempt Function Income | 36748 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $12,922 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1003359 | Total |
| Program Services | 1003359 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25000 | Total |
| Program Services | 25000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 680149 | Total |
| Program Services | 181221 | ProgramServices |
| Management And General | 498928 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1151223 | Total |
| Program Services | 1049145 | ProgramServices |
| Management And General | 57093 | ManagementAndGeneral |
| Fundraising | 44985 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17159 | Total |
| Program Services | 15426 | ProgramServices |
| Management And General | 1733 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111945 | Total |
| Program Services | 102451 | ProgramServices |
| Management And General | 4386 | ManagementAndGeneral |
| Fundraising | 5108 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 147662 | Total |
| Program Services | 100341 | ProgramServices |
| Management And General | 43394 | ManagementAndGeneral |
| Fundraising | 3927 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1963 | Total |
| Program Services | 1625 | ProgramServices |
| Management And General | 338 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24714 | Total |
| Management And General | 24714 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52959 | Total |
| Program Services | 45477 | ProgramServices |
| Management And General | 5955 | ManagementAndGeneral |
| Fundraising | 1527 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78589 | Total |
| Program Services | 67639 | ProgramServices |
| Management And General | 8831 | ManagementAndGeneral |
| Fundraising | 2119 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 195013 | Total |
| Program Services | 161955 | ProgramServices |
| Management And General | 25131 | ManagementAndGeneral |
| Fundraising | 7927 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95858 | Total |
| Program Services | 86644 | ProgramServices |
| Management And General | 9180 | ManagementAndGeneral |
| Fundraising | 34 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31012 | Total |
| Program Services | 25279 | ProgramServices |
| Management And General | 5733 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23201 | Total |
| Program Services | 19269 | ProgramServices |
| Management And General | 2989 | ManagementAndGeneral |
| Fundraising | 943 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| CONSULTANTS | 564442 | 559741 | 4246 | 455 |
| OTHER | 43081 | 38497 | 4531 | 53 |
| TEMP HELP AND CONTRACT | 36114 | 13479 | 22598 | 37 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4283443 | Total |
| Program Services | 3496548 | ProgramServices |
| Management And General | 719780 | ManagementAndGeneral |
| Fundraising | 67115 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2217 | BOY |
| EOY | 819 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3698617 | BOY |
| EOY | 2776090 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2798000 | BOY |
| EOY | 450000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50412 | BOY |
| EOY | 68304 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65752 | BOY |
| EOY | 53637 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 201816 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 158231 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49186 | BOY |
| EOY | 43585 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6664184 | BOY |
| EOY | 3392435 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 183568 | BOY |
| EOY | 226844 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 230110 | BOY |
| EOY | 31518 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29816 | BOY |
| EOY | 29822 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 443494 | BOY |
| EOY | 288184 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3117986 | BOY |
| EOY | 2604251 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3102704 | BOY |
| EOY | 500000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6220690 | BOY |
| EOY | 3104251 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6664184 | BOY |
| EOY | 3392435 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -2866439 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -250000 | 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) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6297352 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2761024 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1288503 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | -237390 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1115334 | CurrentTaxYear |
| Total | 11224823 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6297352 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2761024 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1288503 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | -237390 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1115334 | CurrentTaxYear |
| Total | 11224823 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 4990927 | AmountsSubstContributorsTotal |
| Public Support Total170 | 6233896 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 80077 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22337 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19839 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22134 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12922 | CurrentTaxYear |
| Total | 157309 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 5042 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1718 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 25452 | CurrentTaxYearMinus1Year |
| Current Tax Year | 10723 | CurrentTaxYear |
| Total | 42935 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 11425067 | TotalSupport |
| Gross Receipts From Admissions Etc | 1368587 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.54560 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.49510 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: PART II, SECTION A, LINE 1 - THE 2010 GRANTS AND CONTRIBUTIONS AMOUNT IS NEGATIVE DUE TO A REDUCTION MADE BY A DONOR TO HIS PRIOR YEAR PLEDGE. | GeneralExplanation |
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
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9029 | OtherCostOrOtherBasis |
| Depreciation | 4514 | Depreciation |
| Book Value | 4515 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 164362 | OtherCostOrOtherBasis |
| Depreciation | 139504 | Depreciation |
| Book Value | 24858 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 28425 | OtherCostOrOtherBasis |
| Depreciation | 14213 | Depreciation |
| Book Value | 14212 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 43585 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED RENT | Description |
| Amount | $29,822 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 29822 | TotalOfAmounts |
| Total Revenue | 1417004 | TotalRevenue |
| Total Expenses | 4283443 | TotalExpenses |
| Excess Or Deficit For Year | -2866439 | ExcessOrDeficitForYear |
| Other | -$250,000 | OtherAmount |
| Total Adjustments | -250000 | TotalAdjustments |
| Excess Or Deficit Per FS | -3116439 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1417004 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 1417004 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1417004 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4283443 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4283443 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4283443 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE ORGANIZATION FOLLOWS THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES STANDARD, WHICH REQUIRES THE ORGANIZATION TO REPORT UNCERTAIN TAX POSITIONS, RELATED INTEREST AND PENALTIES, AND TO ADJUST ITS ASSETS AND LIABILITIES RELATED TO UNRECOGNIZED TAX BENEFITS AND ACCRUED INTEREST AND PENALTIES ACCORDINGLY. AS OF AUGUST 31, 2012, THE ORGANIZATION DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS TO REPORT. INFORMATION RETURNS FILED FOR THE PRIOR THREE YEARS REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE COMMONWEALTH OF MASSACHUSETTS. THE ORGANIZATION DOES NOT EXPECT THAT THE AMOUNTS OF UNRECOGNIZED TAX BENEFITS WILL CHANGE SIGNIFICANTLY WITHIN THE NEXT TWELVE MONTHS. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | FY 2012 REDUCTION OF DONOR PLEDGES MADE AND RECORDED IN PRIOR YEARS. -250,000. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 0 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 0 | TotalAmountSpent |
| No Recipient Over5 K | X | NoRecipientOver5K |
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CANADA | Region |
| Purpose Of Grant | CHALLENGE GRANT | PurposeOfGrant |
| Amount Of Cash Grant | 25000 | AmountOfCashGrant |
| Manner Of Cash Disbursement | CHECK | MannerOfCashDisbursement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 1 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 0 | TotalNumberOfOtherOrgs |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: SCHOOL WAS ONE OF 25 IN NORTH AMERICA SELECTED FOR ITS INNOVATIONS IN FINANCIAL SUSTAINABILITY BASED ON APPLICATION AND SUBSTANTIATING DATA. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (29 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| AKIVA SCHOOL OF NASHVILLE | |||||||
| 809 PERCY WARNER BLVD | NASHVILLE | TN | 37205 | 620694534 | 3 | 25000 | CHALLENGE GRANT |
| BETH TFILOH DAHAN COMMUNITY SCHOOL | |||||||
| 3300 OLD COURT ROAD | BALTIMORE | MD | 21208 | 528230036 | 3 | 25000 | CHALLENGE GRANT |
| BOSTON'S JEWISH COMMUNITY DAY SCHOOL | |||||||
| 57 STANLEY AVE | WATERTOWN | MA | 02472 | 043278141 | 3 | 25000 | CHALLENGE GRANT |
| BUILDERS OF JEWISH EDUCATION | |||||||
| 6505 WILSHIRE BLVD SUITE 300 | LOS ANGELES | CA | 90048 | 954280178 | 3 | 172493 | GENERATIONS GRANT |
| COMMUNITY DAY SCHOOL | |||||||
| 6424 FORWARD AVE | PITTSBURGH | PA | 15217 | 250969468 | 3 | 12500 | CHALLENGE GRANT |
| HANNAH SENESH COMMUNITY DAY SCHOOL | |||||||
| 342 SMITH STREET | BROOKLYN | NY | 11231 | 203330699 | 3 | 25000 | CHALLENGE GRANT |
| HILLEL ACADEMY OF PITTSBURGH | |||||||
| 5685 BEACON STREET | PITTSBURGH | PA | 15217 | 251067130 | 3 | 12500 | CHALLENGE GRANT |
| HOCHBERG PREPARATORY | |||||||
| 20350 NE 26TH AVE | NORTH MIAMI BEACH | FL | 33180 | 592750308 | 3 | 25000 | CHALLENGE GRANT |
| JEWISH DAY SCHOOL OF METROPOLITAN SEATTLE | |||||||
| 15743 NE 4TH ST | BELLVUE | WA | 88008 | 911085790 | 3 | 25000 | CHALLENGE GRANT |
| JEWISH PRIMARY DAY SCHOOL OF THE NATION'S CAPITAL | |||||||
| 6045 16TH STREET NW | WASHINGTON | DC | 20011 | 522115715 | 3 | 25000 | CHALLENGE GRANT |
| KELLMAN BROWN ACADEMY | |||||||
| 1007 LAUREL OAK RD | VOORHEES | NJ | 08043 | 582674116 | 3 | 25000 | CHALLENGE GRANT |
| KING DAVID HIGH SCHOOL | |||||||
| 12753 NORTH SCOTTSDALE ROAD | SCOTTSDALE | AZ | 85254 | 860765009 | 3 | 25000 | CHALLENGE GRANT |
| LANDER-GRINSPOON ACADEMY | |||||||
| 257 PROSPECT STREET | NORTHAMPTON | MA | 01060 | 043304825 | 3 | 25000 | CHALLENGE GRANT |
| METROWEST JEWISH DAY SCHOOL | |||||||
| 29 UPPER JOCELYN AVENUE | FRAMINGHAM | MA | 01701 | 043573528 | 3 | 25000 | CHALLENGE GRANT |
| MILWAUKEE JEWISH DAY SCHOOL INC | |||||||
| 6401 N SANTA MONICA BLVD | MILWAUKEE | WI | 53217 | 391384843 | 3 | 25000 | CHALLENGE GRANT |
| OAKLAND HEBREW DAY SCHOOL | |||||||
| 5500 REDWOOD ROAD | OAKLAND | CA | 94619 | 943141287 | 3 | 25000 | CHALLENGE GRANT |
| PARDES JEWISH DAY SCHOOL | |||||||
| 3916 EAST PARADISE LANE | PHOENIX | AZ | 85032 | 860969657 | 3 | 12500 | TO MATCH SCHOLARSHIP FUNDS IT RAISED |
| ROBERT M BEREN ACADEMY | |||||||
| 11333 CLIFFWOOD DR | HOUSTON | TX | 77035 | 741652136 | 3 | 25000 | CHALLENGE GRANT |
| SAR ACADEMY | |||||||
| 655 WEST 254 ST | RIVERDALE | NY | 10471 | 132646185 | 3 | 25000 | CHALLENGE GRANT |
| SEATTLE JEWISH COMMUNITY SCHOOL | |||||||
| 12351 9TH AVE NE | SEATTLE | WA | 98125 | 911484966 | 3 | 25000 | CHALLENGE GRANT |
| THE AGNON SCHOOL | |||||||
| 26500 SHAKER BLVD | BEACHWOOD | OH | 44122 | 341043767 | 3 | 25000 | CHALLENGE GRANT |
| THE ASSOCIATED | |||||||
| 101 WEST MOUNT ROYAL AVE | BALTIMORE | MD | 21201 | 520607957 | 3 | 151196 | GENERATIONS GRANT |
| THE DAY SCHOOL AT BALTIMORE HEBREW | |||||||
| 7401 PARK HEIGHTS AVE | BALTIMORE | MD | 21208 | 521843623 | 3 | 25000 | CHALLENGE GRANT |
| THE RAMAZ SCHOOL | |||||||
| 114 EAST 85TH ST | NEW YORK | NY | 10028 | 131635279 | 3 | 25000 | CHALLENGE GRANT |
| UJA-FEDERATION NEW YORK | |||||||
| 130 EAST 59TH ST | NEW YORK | NY | 10022 | 510172429 | 3 | 67170 | GENERATIONS GRANT |
| VALLEY BETH SHALOM HAROLD M SCHULWEIS DAY SCHOOL | |||||||
| 15739 VENTURA BLVD | ENCINO | CA | 91436 | 951890769 | 3 | 25000 | CHALLENGE GRANT |
| THE WEBER SCHOOL - DORIS AND ALEX WEBER JEWISH COMMUNITY HIGH SCHOOL | |||||||
| 6751 ROSSWELL ROAD | ATLANTA | GA | 30328 | 582207154 | 3 | 25000 | CHALLENGE GRANT |
| WEIZMANN DAY SCHOOL | |||||||
| 1434 N ALTADENA DRIVE | PASADENA | CA | 91107 | 953856805 | 3 | 25000 | CHALLENGE GRANT |
| YESHIVA UNIVERSITY HIGH SCHOOL OF LOS ANGELES | |||||||
| 9760 W PICO BLVD | LOS ANGELES | CA | 90035 | 421746735 | 3 | 25000 | CHALLENGE GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 29 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
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: CHALLENGE AWARD WINNERS WERE SELECTED FOR INNOVATIONS IN FINANCIAL SUSTAINABILITY BASED ON APPLICATIONS AND SUBSTANTIATING DATA. GENERATIONS GRANTS WERE MATCHING FUNDS TO COMMUNITIES PARTICIPATING IN A PILOT PROGRAM FOR RAISING ENDOWMENT AND LEGACY GIFTS. MATCHING SCHOLARSHIP FUNDS WERE AWARDED BASED ON CERTIFICATION FROM THE HEAD OF SCHOOL THAT THE FUNDS WERE RAISED AS ADDITIONAL SCHOLARSHIP SUPPORT FOR STUDENTS FROM A SCHOOL WHICH HAD BEEN DISBANDED. | 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 | 0 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RABBI JOSHUA ELKIN | |||||||||||||
| 277763 | 0 | 0 | 0 | 0 | 0 | 40795 | 0 | 67755 | 0 | 386313 | 0 | 0 | 0 |
| AMY KATZ | |||||||||||||
| 204207 | 0 | 0 | 0 | 0 | 0 | 6228 | 0 | 22011 | 0 | 232446 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 4A | RABBI JOSHUA ELKIN RECEIVED $157,524 IN SEVERANCE AND $29,474 IN SEVERANCE BENEFITS IN FY 2012 UNDER A SEVERANCE AGREEMENT. HE LEFT THE ORGANIZATION IN SEPTEMBER 2011. | |
| PART III | FORM 990, SCHEDULE J, LINE 2: THE HOUSING ALLOWANCE IS A PARSONAGE ALLOWANCE, THE AMOUNT OF WHICH WAS ON RABBI JOSHUA ELKIN'S CONTRACT. | SUPPLEMENTAL INFORMATION |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WAS PRESENTED TO THE AUDIT COMMITTEE BY THE AUDITORS AND WAS THEN REVIEWED IN DETAIL BY THE COMMITTEE. IT WAS THEN PROVIDED TO THE ENTIRE BOARD OF DIRECTORS FOR REVIEW. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE POLICY AND ANNUAL SIGNOFFS ARE FOLLOWED UP ON BY THE DIRECTOR OF FINANCE, WHO REPORTS RESULTS TO COMPLIANCE OFFICER. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD OF DIRECTORS IS RESPONSIBLE FOR ESTABLISHING THE COMPENSATION PACKAGE FOR THE EXECUTIVE DIRECTOR BASED ON COMPARABLE DATA FOR HEADS OF MAJOR NATIONAL JEWISH FOUNDATIONS. A COMMITTEE CONSISTING OF THE BOARD CHAIR, TREASURER, AND MEMBERS OF THE FINANCE COMMITTEE WILL REVIEW THE COMPENSATION PACKAGE ON AN ANNUAL BASIS. RECOMMENDATIONS OF THE COMPENSATION COMMITTEE WILL BE SUBMITTED TO THE FULL BOARD FOR APPROVAL. PERFORMANCE REVIEWS WILL BE CONDUCTED ANNUALLY BY A SEPARATE COMMITTEE OF THE BOARD TO BE APPOINTED BY THE CHAIR, AND WILL BE DISCUSSED BY THE FULL BOARD AT ITS ANNUAL MEETING EACH OCTOBER. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THIS INFORMATION IS AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | FY 2012 REDUCTION OF DONOR PLEDGES MADE AND RECORDED IN PRIOR YEARS. -250,000. TOTAL TO FORM 990, PART XI, LINE 5: -250,000. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT. | |
| FORM 990 NOTE: | IN ACCORDANCE WITH GAAP, PEJE RECORDS MULTI-YEAR PLEDGES IN THE YEAR AN UNCONDITIONAL COMMITMENT IS MADE AND RELEASES THE REVENUE FOR USE IN ITS OPERATING BUDGET IN THE YEAR FOR WHICH THE CONTRIBUTION IS INTENDED. FOR FISCAL YEAR 2012, PEJE RECORDED OPERATING REVENUES OF $3,769,708 AND OPERATING EXPENSES OF $4,283,443, RESULTING IN A NET LOSS IN ITS OPERATING FUND OF $513,735. THE OPERATING LOSS WAS FUNDED FROM EXISTING OPERATING RESERVES WHILE THE ORGANIZATION TRANSITIONS TO A MORE ROBUST FUNDING MODEL. BECAUSE THE 990 IS PREPARED ON THE BASIS OF TOTAL REVENUES AND EXPENSES, THE REVENUE AMOUNTS SHOWN ON PART I AND PART VIII DO NOT REFLECT THE RELEASE OF PLEDGES RECOGNIZED AS TEMPORARILY RESTRICTED REVENUE IN PRIOR YEARS. AS A RESULT, THE 990 STATEMENTS REFLECT NET LOSSES FOR THE YEAR OF $3,116,439. |
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