2012-03-07T09:45:40-06:00 2011-08-31 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2010-09-01 043365815 PARTNERSHIP FOR EXCELLENCE IN JEWISH EDUCATION INC PART 6173670001 88 BROAD STREET 6TH FLOOR BOSTON MA 02110 AMY KATZ 6173670001 2012-03-02 1 JOHN BUCKLEY CPA 5083669100 2012-03-02 2010 2016-02-24 21:20:13Z AMY KATZ 88 BROAD STREET 6TH FLOOR BOSTON MA 02110 1499725 0 X WWW.PEJE.ORG X 1997 MA 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. 14 14 33 0 0 0 2256921 1039950 42099 412189 -10038 22134 1718 25452 2290700 1499725 386172 81246 0 0 2708150 2288423 28806 0 275773 1499695 1986047 4622823 4355716 -2332123 -2855991 10865342 6664184 588661 443494 10276681 6220690 X 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. 0 0 982119 393897 ASSEMBLY - THE OCTOBER, 2010 ASSEMBLY FEATURED HIGH-LEVEL, EXECUTIVE SEMINAR-STYLE TRAINING FOR DECISION MAKERS AT DAY SCHOOLS, FEDERATIONS, CENTRAL AGENCIES, AND FOUNDATIONS. CLOSE TO 1,000 REGISTRANTS REPRESENTING 250 DAY SCHOOLS, 35 FEDERATIONS, 25 CENTRAL EDUCATION AGENCIES, AND 10 DENOMINATIONAL NETWORKS PARTICIPATED IN THE CONFERENCE. THE THEME, "HARNESSING OUR POWER," UNDERSCORED THE FIELD'S POTENTIAL TO EFFECT CHANGE THROUGH A WELL-FUNCTIONING AND INTEGRATED ECOSYSTEM OF SCHOOLS WORKING TOGETHER AND IN COLLABORATION WITH FEDERATIONS AND CENTRAL AGENCIES. A CASE STUDY, FOLLOWED BY AN AFTERNOON OF CASE-BASED LEARNING SEMINARS, OFFERED NEW APPROACHES TO PROBLEM SOLVING, THE ABILITY TO UNDERSTAND ISSUES FROM DIVERSE POINTS OF VIEW, AND DEEPER LEVELS OF SELF-AWARENESS - ALL CRITICAL LEADERSHIP SKILLS FOR TODAY'S COMPLEX WORLD. IN-DEPTH PRESENTATIONS ON INSTITUTIONAL SUSTAINABILITY, THE SHIFTING CONTEXT OF LEADERSHIP, AND THE RELATIONSHIP OF JEWISH DAY SCHOOLS TO THE COMMUNITY ADDRESSED THE CENTRAL ISSUES NOW CONFRONTING THE FIELD. THE FINAL DAY WAS DEVOTED TO ADVOCACY AND POSITIONING OF JEWISH DAY SCHOOL EDUCATION, WITH SESSIONS FOCUSED ON HOW TO PROMOTE THE DAY SCHOOL VALUE PROPOSITION - THE PREMISE THAT DAY SCHOOLS ARE PRECIOUS COMMUNAL ASSETS THAT ARE CENTRAL TO A VIBRANT, ENDURING JEWISH FUTURE. 869240 27746 5774 COACHING AND COLLABORATIONS - PEJE CONDUCTS WEBINARS AND PROVIDES PROFESSIONAL COACHING SERVICES TO INDIVIDUAL SCHOOLS TO DISSEMINATE BEST PRACTICE AND REINFORCE LEARNING. PEJE STAFF AND CONSULTANTS FIELDED OVER 500 INQUIRIES RELATED TO SCHOOL LEADERSHIP. PEJE STAFF COLLABORATED WITH YESHIVA UNIVERSITY'S INSTITUTE FOR COMMUNITY-DAY SCHOOL INITIATIVES TO IDENTIFY, RECRUIT, AND HELP TRAIN AND OVERSEE COACHES WHO WILL WORK WITH 30-40 SCHOOLS IN 5 COMMUNITIES, SELECTING 17 COACHES FROM A POOL OF 175. TO PROMOTE DATA DRIVEN DECISION MAKING, PEJE HAS DEVELOPED A SUITE OF TOOLS IN CONJUNCTION WITH A CONSULTING FIRM, MEASURING SUCCESS, AND SUBSIDIZES SCHOOLS AND COMMUNITIES TO OFFSET THEIR COST OF DATA COLLECTION AND ANALYSIS. 590296 5610 ADVOCACY AND MARKETING - THE ADVOCACY AND MARKETING TEAM IS HELPING SCHOOLS USE SOCIAL MEDIA TO ADVANCE THEIR OBJECTIVES AND LEARN FROM EACH OTHER. THROUGH FACEBOOK, TWITTER, BLOGS, AND THE ELECTRONIC PUBLICATION, SUSTAINED, PEJE IS REACHING AN EVER-WIDENING CIRCLE OF DAY SCHOOL PROFESSIONALS AND SUPPORTERS TO DISSEMINATE BEST PRACTICE AND THE DAY SCHOOL VALUE PROPOSITION. 995890 53500 32360 IN MID-YEAR, PEJE NARROWED ITS PROGRAM FOCUS TO CONCENTRATE ON THE THREE REVENUE STREAMS REQUIRED FOR FINANCIAL SUSTAINABILITY: ANNUAL CAMPAIGN FUNDRAISING, ENDOWMENT AND LEGACY GIVING, AND INCREASING TUITION REVENUE. TEN SCHOOLS IN THE LOS ANGELES AREA COMPLETED AN 18-MONTH TRAINING PROGRAM, THE LEADERSHIP AND FUNDRAISING ACADEMY, WHICH BRINGS TOGETHER A SCHOOL'S LAY AND PROFESSIONAL LEADERS TO TEACH THEM THE BASICS OF DEVELOPMENT. AN ADDITIONAL 101 DAY SCHOOL DEVELOPMENT AND ADMINISTRATIVE PROFESSIONALS ATTENDED TWO-DAY SEMINARS ON FUNDRAISING, TO BE FOLLOWED BY EIGHT HOURS OF PROFESSIONAL COACHING FOR EACH SCHOOL IN ATTENDANCE. THE GOAL OF THE CONFERENCES IS TO TEACH THE SCHOOLS HOW TO CREATE A DEVELOPMENT PLAN, FOCUS ON MAJOR DONORS, AND CREATE OUTREACH STRATEGIES TO ALUMNI AND COMMUNITY LEADERS. PEJE DEVELOPED THE DEVELOPMENT SELF-ASSESSMENT TOOL (DSAT) TO HELP SCHOOL MONITOR KEY INDICATORS OF SUCCESS. THREE COMMUNITIES COMMITTED TO PARTICIPATING IN GENERATIONS, A THREE-YEAR PROGRAM TO PROVIDE TRAINING FOR BUILDING ENDOWMENT AND LEGACY GIFTS. SPONSORED BY THE AVI CHAI FOUNDATION, THIS PILOT PROGRAM REQUIRES COMMUNITIES TO PROVIDE MATCHING FUNDS TO SUPPORT THE STAFF AND COACHES INVOLVED. SEVENTY PROFESSIONALS ATTENDED ADMISSIONS CONFERENCE CONDUCTED IN AUGUST AND WILL RECEIVE UP TO EIGHT HOURS OF FOLLOW-UP COACHING OVER THE COURSE OF THE NEXT YEAR TO HELP THEM DEVELOP ACTIVE RECRUITMENT AND RETENTION PROGRAMS FOR THEIR SCHOOLS. 995890 53500 32360 3437545 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 62 0 33 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X JANET GELBART 6173670001 88 BROAD STREET 6TH FLOOR BOSTON MA 02110 DEBORAH SWARTZ 1.00 X 0 0 0 BOBBY LENT 1.00 X 0 0 0 PAULA GOTTESMAN 1.00 X 0 0 0 BRADFORD KLATT 1.00 X 0 0 0 STEVE BERMAN 1.00 X 0 0 0 NANCY HAMBURGER 1.00 X 0 0 0 GAIL NORRY 1.00 X 0 0 0 PAMELA ROHR 1.00 X 0 0 0 ADELSON FAMILY FOUNDATION - M BOHNE 1.00 X X 0 0 0 JIM JOSEPH FOUNDATION - AL T LEVITT 1.00 X 0 0 0 AVI CHAI FOUNDATION - LAUREN MERKIN 1.00 X 0 0 0 SCHWARTZ FAMILY FOUNDATION-SSCHWART 1.00 X 0 0 0 SHAPELL FAMILY FOUNDATION -R SHAPEL 1.00 X 0 0 0 HAROLD GRINSPOON FOUND - DTRODERMAN 1.00 X X 0 0 0 RABBI JOSHUA ELKIN 40.00 X 241396 0 132499 JANET GELBART 40.00 X 114032 0 16157 AMY KATZ 36.00 X 169730 0 24235 CHERYL FINKEL 40.00 X 118877 0 0 GLORIA GREENFIELD 40.00 X 122285 0 17561 766320 0 190452 5 0 1 0 MEASURING SUCCESS LLC 86A SHERMAN STREET CAMBRIDGE MA 02141 DATA ANALYSIS TOOLS AND SUPPORT 166971 1 1039950 1039950 CONFERENCE AND OTHER P 900099 412189 412189 412189 22134 22134 MISCELLANEOUS INCOME 900099 25452 25452 25452 1499725 437641 0 22134 81246 81246 730010 330792 320992 78226 1270452 1107051 80161 83240 19946 13562 3046 3338 134686 119577 7750 7359 133329 92428 31320 9581 12125 12125 22759 22759 162615 150622 8501 3492 186047 168487 14081 3479 196242 147577 37501 11164 111514 82086 20847 8581 569905 563401 6495 9 26462 19900 5057 1505 CONSULTANTS 581042 488238 27224 65580 OTHER 66130 60738 5214 178 TEMP HELP AND CONTRACT 51206 11840 39325 41 4355716 3437545 642398 275773 5532 2217 3555564 3698617 7117060 2798000 49449 50412 62089 65752 184216 135030 75648 49186 10865342 6664184 228354 183568 335639 230110 24668 29816 588661 443494 X 2792632 3117986 7484049 3102704 10276681 6220690 10865342 6664184 X -2855991 -1200000 X X 0 1 1 X 0 X 8067628 6297352 2761024 1288503 -237390 18177117 8067628 6297352 2761024 1288503 -237390 18177117 9030860 9146257 120540 80077 22337 19839 22134 264927 5042 1718 25452 32212 18474256 1430186 0.49510 0.49150 X 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9029 2709 6320 146762 123793 22969 28425 8528 19897 49186 DEFERRED RENT 29816 29816 1499725 4355716 -2855991 -1200000 -1200000 -4055991 1499725 0 1499725 0 1499725 4355716 0 4355716 0 4355716 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, 2011, 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 2011 REDUCTION OF DONOR'S PLEDGE MADE & RECORDED IN THE PRIOR YEAR -1,200,000. 1 RAVSAK 120 WEST 97TH STREET NEW YORK NY 10025 911894659 3 18000 SUPPORT FOR DAY SCHOOL NETWORKING CONFERENCE BJE OF GREATER LOS ANGELES 6505 WILSHIRE BLVD SUITE 300 LOS ANGELES CA 90048 954280178 3 53500 ADMINISTER COACHING PROGRAM FOR LOCAL AREA SCHOOLS RELATED TO FUNDRAISING CAPACITY PARDES JEWISH DAY SCHOOL 3916 EAST PARADISE LANE PHOENIX AZ 85032 860969657 3 8218 SUPPORT SCHOOL INFRASTRUCTURE TO ALLOW FOR EDUCATIONAL ENHANCEMENT THE JEWISH EDUCATION PROJECT 520 EIGTH AVENUE NEW YORK NY 10018 131632519 3 1528 SUPPORT SCHOOL INFRASTRUCTURE TO ALLOW FOR EDUCATIONAL ENHANCEMENT 4 OTHER INFORMATION: PART IV: RECIPIENT SCHOOLS HAVE TO SUBMIT REPORTS AND RECEIPTS TO SHOW THAT THEY USED THESE FUNDS FOR THE INTENDED PURPOSE. X 1 0 X X X X 0 0 0 0 0 0 0 0 0 RABBI JOSHUA ELKIN 241396 0 0 0 0 0 54738 0 77761 0 373895 0 0 0 AMY KATZ 169730 0 0 0 0 0 5227 0 19008 0 193965 0 0 0 SUPPLEMENTAL INFORMATION PART III FORM 990, SCHEDULE J, LINE 2: THE HOUSING ALLOWANCE IS A PARSONAGE ALLOWANCE, THE AMOUNT OF WHICH IS ON THE EXECUTIVE DIRECTOR'S CONTRACT. FORM 990, PART VI, SECTION A, LINE 4 PEJE WAS FOUNDED BY A GROUP OF PHILANTHROPISTS WHO FORMED A GOVERNING PARTNERSHIP BASED ON A FUNDING COMMITMENT OF AT LEAST $300,000 PER YEAR FOR AT LEAST FIVE YEARS. OVER TIME, AS THE ORGANIZATION MATURED, THE GOVERNANCE STRUCTURE PROVED TOO RESTRICTIVE TO ATTRACT A ROBUST AND DIVERSE REVENUE STREAM AND TO ENSURE THE AVAILABILITY OF QUALIFIED BOARD MEMBERS WITH A BROAD SPECTRUM OF TALENTS. TO RESOLVE THESE ISSUES, THE BOARD VOTED TO AMEND ITS BYLAWS TO ESTABLISH A BOARD OF DIRECTORS RESPONSIBLE FOR THE CONTROL AND MANAGEMENT OF THE CORPORATION. THE BOARD OF PARTNERS WAS RETAINED AND IS RESPONSIBLE FOR ELECTING DIRECTORS. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: FY 2011 REDUCTION OF DONOR'S PLEDGE MADE & RECORDED IN THE PRIOR YEAR -1,200,000. TOTAL TO FORM 990, PART XI, LINE 5: -1,200,000. FORM 990, PART XII, LINE 2C THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT ACCOUNTANT. 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 2011, PEJE RECORDED UNRESTRICTED REVENUES OF $4,681,070 AND EXPENSES OF $4,355,716, RESULTING IN A NET SURPLUS IN ITS OPERATING FUND OF $325,354. 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.