2013-02-15T13:04:49-06:00 2012-06-30 341900735 CBIZ MHM LLC 1675 N MILITARY TRAIL FIFTH FLOOR BOCA RATON FL 33486 990 2011-07-01 651129890 DONNA KLEIN JEWISH ACADEMY INC DONN 5618525038 9701 DONNA KLEIN BOULEVARD BOCA RATON FL 33428 MARK N SHAFFER 5618525038 2013-02-15 1 ROBERT J DREKER P00171625 5619945050 2011 2016-03-07 17:11:31Z KAREN FELLER 9701 DONNA KLEIN BOULEVARD BOCA RATON FL 33428 15111552 0 X WWW.DKJA.ORG X 2001 FL TO EDUCATE OUR CHILDREN AND THE GREATER DKJA COMMUNITY TO BE KNOWLEDGEABLE AND RESPONSIBLE CITIZENS OF THE WORLD, COMMITTED TO JEWISH VALUES AND LIFELONG LEARNING.DONNA KLEIN JEWISH ACADEMY WILL CONTINUE TO BE A MODEL OF ACADEMIC EXCELLENCE WHERE STUDENTS CELEBRATE LEARNING, THE RICHNESS OF JEWISH LIFE, AND TORAH VALUES. 24 24 193 70 0 0 1391982 1078674 13537135 13754206 59673 47702 -11357 17026 14977433 14897608 3537596 3859051 0 0 8033515 8103527 0 0 562543 3080525 3062333 14651636 15024911 325797 -127303 6963430 7042933 6963346 7205728 84 -162795 X DONNA KLEIN JEWISH ACADEMY PROVIDES A CHALLENGING GENERAL AND JUDAIC STUDIES PROGRAM INTEGRATED WITH THE ARTS, TECHNOLOGY, AND ATHLETICS FROM KINDERGARTEN THROUGH 12TH GRADE. A FACULTY AND STUDENT BODY THAT SHARE MUTUAL RESPECT AND A LOVE OF LEARNING. A COMMITMENT TO THE PERPETUATION OF THE JEWISH PEOPLE AND THE STATE OF ISRAEL. A FOCUS ON TIKKUN OLAM: REPAIRING THE WORLD THROUGH COMMUNITY SERVICE.AN INDESCRIBABLE FEELING OF COMMUNITY, WARMTH, ENERGY, AND EXCITEMENT; A SENSE OF BEING BOTH AT HOME AND IMMERSED IN THE LARGER WORLD. 0 0 11370655 3859051 13527028 GENERAL ACADEMICS - FROM ELEMENTARY SCHOOL THROUGH HIGH SCHOOL, ACADEMIC DISCIPLINES ARE WOVEN TOGETHER AT DKJA TO PROVIDE A COMPREHENSIVE EDUCATION ENCOMPASSING LIBERAL ARTS AND FINE ARTS, WORLD CULTURES, CURRENT AFFAIRS, LITERATURE, AND JUDAIC STUDIES.THIS APPROACH PROVIDES CONTEXT, RELEVANCE, AND AN UNDERSTANDING OF THE COMPLEX RELATIONSHIPS BETWEEN THE DIVERSE ARRAY OF KNOWLEDGE AND THE MANY DIFFERENT PEOPLE OF THE WORLD. OUR CURRICULUM IS INTEGRATED THROUGH HANDS-ON INTERACTION THAT ENCOURAGES PARTICIPATION IN GROUP PROJECTS, AS WELL AS INDEPENDENT THINKING AND CREATIVITY. 1153731 1370580 JUDAIC STUDIES - OUR JEWISH VALUES AND PHILOSOPHY OF LIVING LAY THE FOUNDATION FOR A UNIQUE UNDERSTANDING THAT BRINGS RICHNESS, CONTINUITY, AND BEAUTY TO EVERY ASPECT OF LIFE.AT DONNA KLEIN JEWISH ACADEMY, JEWISH LIVING, LEARNING AND ACADEMIC ACHIEVEMENT PERMEATE THE ENTIRE EDUCATIONAL EXPERIENCE. CONNECTING TO ISRAEL IS AN INVALUABLE COMPONENT OF THE DKJA CURRICULUM. STUDENTS IN UPPER GRADE LEVELS HAVE THE OPPORTUNITY TO VISIT AND STUDY IN OUR HOMELAND, ISRAEL.FROM THE MOST ANCIENT TRADITIONS AND THE WISDOM OF THE TORAH, TO LEARNING OF MODERN HEBREW AS IT IS SPOKEN IN PRESENT-DAY ISRAEL, THE STUDY AND PRACTICE OF WHAT IT MEANS TO BE JEWISH TODAY BEGINS IN KINDERGARTEN AND CONTINUES THROUGH HIGH SCHOOL GRADUATION.STUDENTS THUS ACQUIRE A HEIGHTENED AWARENESS OF JEWISH HERITAGE, CULTURE, ETHICS, AND VALUES, SO THAT JUDAISM BECOMES A RELEVANT AND NATURAL PART OF THEIR DAILY LIVES. 294843 TECHNOLOGY - AT DKJA YOU'LL FIND TECHNOLOGY INTEGRATED INTO EVERY ASPECT OF THE EDUCATIONAL PROCESS, MAKING LEARNING MORE EFFECTIVE WHILE TEACHING STUDENTS THE SKILLS THEY'LL NEED FOR SUCCESS IN TODAY'S WORLD.THE CLAIRE AND EMANUEL G ROSENBLATT TECHNOLOGY PROGRAM K-12, WHICH INCLUDES SMART BOARD INTERACTIVE WHITEBOARDS IN EVERY CLASSROOM, AS WELL AS AN INTEGRATED SCHOOL-WIDE COMPUTER NETWORK, BUILDS STUDENTS' SKILLS AND FACILITATES COLLABORATION. TRUE INTEGRATION OF TECHNOLOGY IN EVERY CLASSROOM ENABLES STUDENTS AND TEACHERS TO SHARE IDEAS AND RESOURCES IN A DIGITAL ENVIRONMENT WHILE KEEPING ABREAST OF AND IMPLEMENTING CUTTING-EDGE DEVELOPMENTS. 12819229 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 193 0 193 1 0 0 0 0 0 1 1 0 0 X 24 24 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 1 0 0 FL X MARK N SHAFFER 5618525038 9701 DONNA KLEIN BOULEVARD BOCA RATON FL 33428 SARA ADLER 1.00 X 0 0 0 LARRY ALTSCHUL 1.00 X 0 0 0 MICHAEL BECKERMAN 1.00 X 0 0 0 SHIRLEY ENSELBERG 1.00 X 0 0 0 ROBIN FRIEDMAN 1.00 X 0 0 0 SHELLEY GOLD 1.00 X X 0 0 0 DR STEPHEN GRABELSKY 1.00 X 0 0 0 ROBERT B GREENBERG 1.00 X 0 0 0 MYRNA GROSS 1.00 X 0 0 0 HAROLD JACOBSOHN 1.00 X X 0 0 0 JULIAN LEINHARDT 1.00 X 0 0 0 LOTHAR MAYER 1.00 X 0 0 0 LINDA MELCER 1.00 X X 0 0 0 JENNIFER MILLER-MORSE 1.00 X 0 0 0 JEFFREY QUEEN 1.00 X 0 0 0 JEFFREY SANDELMAN 1.00 X 0 0 0 DR DAVID SCHIMEL 1.00 X X 0 0 0 JASON SHRINSKY 1.00 X 0 0 0 ALLAN SOLOMON 1.00 X 0 0 0 JULIE WEINSTEIN 1.00 X 0 0 0 FRED G WEISS 1.00 X X 0 0 0 STUART WEXELMAN 1.00 X 0 0 0 LESLEY ZAFRAN 1.00 X X 0 0 0 A ROBERT ZEFF 1.00 X 0 0 0 MARIANNE BOBICK 0.50 X 0 0 0 DR MYRA LEVICK 0.50 X 0 0 0 RICHARD LEVY 0.50 X 0 0 0 JAN SAVARICK 0.50 X 0 0 0 BARBARA SCHUMAN 0.50 X 0 0 0 SHIRLEY SOLOMON 0.50 X 0 0 0 ELLEN R SARNOFF 0.50 X 0 0 0 KAREN FELLER 45.00 X 229100 0 19807 MARK N SHAFFER 45.00 X 130000 0 6692 SHARON KAMBER 45.00 X 115000 0 1150 474100 0 27649 3 0 1 0 FLIK CHARTWELLS COMPASS GROUP USA PO BOX 91337 CHICAGO IL 606931337 FOOD SERVICE 467035 GAMA TOURS INC 20283 STATE ROAD 7 SUITE 300 BOCA RATON FL 33498 TOUR PROVIDER 185084 2 24175 1054499 1078674 TUITION AND FEES 611110 13060298 13060298 STUDENT ACTIVITIES 611110 693908 693908 13754206 7963 7963 67349 27610 39739 39739 39739 97871 24175 88278 9593 9593 105489 98056 7433 7433 14897608 13761639 0 57295 3859051 3859051 501749 390881 80457 30411 6409117 4992941 1027723 388453 640068 502801 121551 15716 552593 442522 75543 34528 25036 16610 8426 43500 32625 8700 2175 9539 9539 170938 146839 21349 2750 24891 13958 861 10072 135092 88127 23829 23136 776383 664018 75169 37196 298115 298115 147720 16053 131629 38 166391 141432 16639 8320 38779 32962 3878 1939 FOOD 465779 452548 13110 121 BOOKS 170125 170125 0 0 CONTRACT INSTRUCTORS & 126513 126200 313 0 CLASSROOM SUPPLIES 107194 107194 0 0 356338 324227 24423 7688 15024911 12819229 1643139 562543 5441 17794 1086850 1203813 28573 45584 605549 667376 61240 45025 66676 49140 96245 125154 4779663 1133199 3747493 3646464 1259683 1241903 5680 680 6963430 7042933 1039429 1019321 3433121 3760135 369000 341500 2121796 2084772 6963346 7205728 X -1448163 -1421150 252258 16452 1195989 1241903 84 -162795 6963430 7042933 X -127303 -35576 X X 0 1 1 X 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1501205 561177 30818 611768 48256 91045 1342131 1360736 889811 59595 572410 144994 91533 1501205 2969280 933429 21522 840331 1635122 88042 1360736 2299398 1913250 -28159 886749 300484 27976 2969280 0 1 1 2890650 2890650 792503 240145 552358 891713 717415 174298 204797 175639 29158 3646464 14897608 15024911 -127303 -1520 25644 -59700 -35576 -162879 11916055 1520 664000 211978 877498 11038557 3859051 3859051 14897608 12078934 664000 249074 913074 11165860 3859051 3859051 15024911 PART XI, LINE 8 - OTHER ADJUSTMENTS: INCREASE IN ALLOWANCE FOR BAD DEBTS -80,276. INCREASE IN INVENTORY -17,536. PTO GRANTS 40,000. ROUNDING 12. MISCELLANEOUS DIFFERENCE -1,900. TOTAL TO SCHEDULE D, PART XI, LINE 8: -59,700. PART XII, LINE 4B FINANCIAL AID TOTALING $3,296,799 WAS SHOWN ON THE AUDITED STATEMENT OF ACTIVITIES AS A NET REDUCTION OF TUITION REVENUE. THIS AMOUNT WAS INCLUDED ON FORM 990 ON THE STATEMENT OF FUNCTIONAL EXPENSES IN PART IX. TUITION REMISSIONS & DISCOUNTS TOTALING $542,393 WAS SHOWN ON THE AUDITED STATEMENT OF ACTIVITIES AS A NET REDUCTION OF TUITION REVENUE. THIS AMOUNT WAS INCLUDED ON FORM 990 ON THE STATEMENT OF FUNCTIONAL EXPENSE ON PART IX. SPECIAL EVENTS TOTALING $88,278 WAS INCLUDED ON THE AUDITED STATEMENT OF ACTIVITIES AS AN EXPENSE. THIS AMOUNT IS A FUNDRAISING EXPENSE AND HAS BEEN INCLUDED ON FORM 990, PART VIII ON THE STATEMENT OF REVENUE. SHUK COGS OF $98,056 WAS REPORTED AS AN EXPENSE ON THE AUDITED STATEMENT OF ACTIVITIES. THIS AMOUNT WAS REPORTED ON PART VIII OF THE STATEMENT OF REVENUE, ON FORM 990. FINANCIAL AID - FIELD TRIPS TOTALING $19,859 WAS REPORTED AS A REDUCTION OF MISCELLANEOUS INCOME. THIS AMOUNT WAS RECLASSIFIED TO THE STATEMENT OF FUNCTIONAL EXPENSES IN PART IX OF FORM 990. PART XIII, LINE 2D ALLOWANCE FOR BAD DEBTS INCREASED BY $80,276 DURING THE YEAR, DIRECT WRITE OFFS TOTALED $79,284, NET INCREASE ON AUDITED FINANCIAL STATEMENTS TOTALED $159,560. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 EXPLANATION OF NONDISCRIMINATORY POLICY PUBLICATION SCHEDULE E, PART I, LINE 3 DONNA KLEIN JEWISH ACADEMY ADMITS STUDENTS OF ANY RACE, COLOR, NATIONAL AND ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVELEGES, PROGRAMS, AND ACTVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL. IT DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL AND ETHNIC ORIGIN IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSION POLICIES, SCHOLARSHIP AND LOAN PROGRAMS, AND ATHLETIC AND OTHER SCHOOL ADMINISTERED PROGRAMS. ANNUAL BALL 122046 24175 97871 88278 122046 24175 97871 88278 88278 9593 1 SCHOLARSHIPS/FINANCIAL AID/TUITION DISCOUNTS 404 3839191 0 N/A N/A X 0 0 0 0 0 0 0 0 0 KAREN FELLER 229100 0 0 0 0 0 18801 0 1006 0 248907 0 0 0 ROBERT GREENBERG ADDITIONAL FINANCING TO PURCHASE REAL PROPERTY X 250000 209000 0 1 1 SHELLEY GOLD ADDITIONAL FUNDING TO PURCHASE OF REAL PROPERTY X 250000 132500 0 1 1 341500 FORM 990, PART VI, SECTION A, LINE 2 ONE DIRECTOR IS THE DAUGHTER-IN-LAW OF ANOTHER DIRECTOR AND ONE DIRECTOR IS THE SON-IN-LAW OF ANOTHER DIRECTOR. FORM 990, PART VI, SECTION B, LINE 11 THE BOARD IS PROVIDED MONTHLY FINANCIAL STATEMENTS AS WELL AS YEAR END FINANCIAL STATEMENTS FOR REVIEW PRIOR TO COMPLETION OF FORM 990. EACH BOARD MEMBER IS PROVIDED A COPY OF THE ANNUAL AUDIT REPORT AS WELL SO THE BOARD IS WELL VERSED ON THE FINANCIAL ASPECT OF THE SCHOOL. THE COMPLETED DRAFT OF THE 990 AND THE SUPPLEMENTAL SCHEDULES ARE SENT TO THE BOARD AT LEAST ONE WEEK PRIOR TO BOARD MEETING IN WHICH THE APPROVAL OF THE FORM 990 IS PLACED ON THE MEETING AGENDA. EACH MEMBER IS ASKED TO REVIEW THE FORM 990 AND PRESENT ANY QUESTIONS TO THE CHIEF FINANCIAL OFFICER PRIOR TO THE BOARD MEETING. AT THE MEETING THE CHIEF FINANCIAL OFFICER REVIEWS THE FORM AND ANY QUESTIONS ARE ADDRESSED. THERE IS THEN A CALL TO VOTE ON THE APPROVAL OF THE 990. A MAJORITY IS REQUIRED FOR APPROVAL SO THAT THE FORM 990 CAN BE SIGNED BY THE CHIEF FINANCIAL OFFICER AND FILED WITH THE INTERNAL REVENUE SERVICE BY THE REQUIRED DUE DATE. FORM 990, PART VI, SECTION B, LINE 15A WHEN THE HEAD OF SCHOOL'S CONTRACT COMES UP FOR REVIEW, A COMMITTEE OF THE BOARD IS APPOINTED TO STUDY AND DETERMINE THE APPROPRIATE COMPENSATION. THE COMMITTEE, WITH THE ASSISTANCE OF THE CFO, RESEARCHES COMPENSATION OF THE HEADS OF SCHOOL OF THE REGIONAL SCHOOLS AND THE NATIONAL AVERAGES. THE STATISTICS ARE GATHERED FROM THE NATIONAL ASSOCIATION OF SCHOOLS ("NAIS") AND USING GUIDESTAR.COM FOR LOCAL DATA. FORM 990, PART VI, SECTION C, LINE 19 ANYONE WISHING TO OBTAIN A COPY OF THE ANNUAL FINANCIAL STATEMENTS MUST PRESENT A REQUEST IN WRITING TO THE CHIEF FINANCIAL OFFICER. THE CFO WILL PRODUCE A COPY WITHIN 24 HOURS OF THE REQUEST BEING SUBMITTED. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -1,520. DONATED SERVICES AND USE OF FACILITIES: 25,644. INCREASE IN ALLOWANCE FOR BAD DEBTS -80,276. INCREASE IN INVENTORY -17,536. PTO GRANTS 40,000. ROUNDING 12. MISCELLANEOUS DIFFERENCE -1,900. TOTAL TO FORM 990, PART XI, LINE 5: -35,576. FORM 990, PART XII THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY 9901 DONNA KLEIN BLVD BOCA RATON FL 33428 591945109 FURTHERS THE WELFARE OF JEWISH COMMUNITY IN S. PALM BEACH COUNTY FL 501(C)(3) LINE 7 N/A 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY C 278160 BASED ON ANNUAL ALLOCATION JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY J 693200 PER LEASE AGREEMENT