PARTNERSHIP FOR EXCELLENCE IN JEWISH: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- PARTNERSHIP FOR EXCELLENCE IN JEWISH (EIN 04-3365815)
- Tax period
- 2009-09-01 to 2010-08-31
- Filed
- 2011-02-03
- IRS object ID
- 201130349349300523
- Schema version
- 2009v1.7
- 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 | 2011-02-03T16:15:00-06:00 | Timestamp |
| Tax Period End Date | 2010-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2009-09-01 | 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 | rabbi JOSHua ELKIN | Name |
| Title | executive director | Title |
| Phone | 6173670001 | Phone |
| Date Signed | 2011-01-27 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN BUCKLEY CPA | Name |
| Phone | 5083669100 | Phone |
| Date Prepared | 2011-01-19 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RABBI JOSHUA ELKIN | 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 | 2320577 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| 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 | Partnership for Excellence in Jewish Education (PEJE) is exclusively dedicated to catalyzing the Jewish Day school field to create an exemplary and affordable education. Forged by a partnership of leading Jewish philanthropists, PEJE connects and empowers Jewish Day Schools across the spectrum. It offers unparalleled school-based and national expertise to strengthen professional and board leadership and to achieve financial sustainability. PEJE is uniquely positioned to advance the Jewish Day School field through advocacy, initiating critical research and thinking, and establishing strategic alliances. By elevating the Jewish Day School field to the highest standards, PEJE helps schools reach their potential and realize their ultimate goal: inspiring students to embrace a lifelong connection to their Jewish heritage and the Jewish People. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 34 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3549200 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2256921 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 193094 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 42099 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -148654 | InvestmentIncomePriorYear |
| Investment Income Current Year | -10038 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 5042 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1718 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3598682 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2290700 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 799209 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 386172 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2882850 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2708150 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 20000 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 28806 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 127524 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2640949 | OtherExpensePriorYear |
| Other Expenses Current Year | 1499695 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6343008 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4622823 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2744326 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2332123 | RevenuesLessExpensesCY |
| Total Assets BOY | 13719912 | TotalAssetsBOY |
| Total Assets EOY | 10865342 | TotalAssetsEOY |
| Total Liabilities BOY | 211108 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 588661 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 13508804 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10276681 | NetAssetsOrFundBalancesEOY |
| Mission Description | Partnership for Excellence in Jewish Education (PEJE) is exclusively dedicated to catalyzing the Jewish Day school field to create an exemplary and affordable education. Forged by a partnership of leading Jewish philanthropists, PEJE connects and empowers Jewish Day Schools across the spectrum. It offers unparalleled school-based and national expertise to strengthen professional and board leadership and to achieve financial sustainability. PEJE is uniquely positioned to advance the Jewish Day School field through advocacy, initiating critical research and thinking, and establishing strategic alliances. By elevating the Jewish Day School field to the highest standards, PEJE helps schools reach their potential and realize their ultimate goal: inspiring students to embrace a lifelong connection to their Jewish heritage and the Jewish People. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1161253 | Expense |
| Revenue | 15817 | Revenue |
| Description | Field advocacy and advancement - 25 Schools attended the 2010 PEJE admission conference to learn best practice in the many facets of Admission and to learn how to incorporate recruitment, retention, and attrition data into the budgeting process. Many schools immediately took steps to upgrade their websites as a result of the marketing portion of the conference. Further discussions took place via a Google group throughout the year. Over 850 professionals and volunteer leaders participated in monthly Communities of Practice, engaging in teleconferences with national experts regarding best practice in Admission, Development, Financial Management, and Leadership. In recognition of the critical importance of disseminating knowledge throughout the Jewish day school field, PEJE revitalized its publications line in FY10. 1200 copies of The Leader's Compass: Journeying with Vision, Wisdom & Focus were distributed to Heads of School, Board Chairs, and Development Professionals. An additional 200 copies were ordered by professionals and volunteer leaders in the field. 1000 copies of the PEJE Guide to Coaching were disseminated. Approximately 450 copies of Lessons Learned from PEJE Grantmaking were distributed to foundation heads, federation executives, and heads of central agencies for Jewish education. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 931165 | Expense |
| Grants | 327736 | Grants |
| Revenue | 0 | Revenue |
| Description | Projects and Collaborations - PEJE made 7 School Improvement Journey grants and 3 new school grants to pay for coaching customized to the needs of their schools. Grantees benefitted from their coaches guidance toward financial sustainability, excellence in board development and governance, and in leadership transition, where applicable. In a year marked by national economic challenge, many Grantee schools reported increases in both enrollment and fundraising. In addition, PEJE was a sponsor the first Day School Network Conference, providing stipends to day school participants to cut the price of participation by 50%. 500 individuals attended this conference to share practices, learn from experts in the field, and network. The continued collaboration with UJA-New York Federation resulted in 7 New York area schools meeting to problem solve around areas of work that they had done in the Leadership and Fundraising Academy. The biggest area of impact of the reunion was the creative thinking the group did around the issue of engaging alumni in fundraising efforts. UJA also sponsored additional coaching for one school to strengthen its leadership structure. PEJE also continues to collect and disseminate field-wide data for outcome measurement. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 586246 | Expense |
| Grants | 58436 | Grants |
| Revenue | 0 | Revenue |
| Description | Financial Stability - 10 Schools are participating in the Leadership Fundraising Academy in Los Angeles which trains development professionals. The schools are creating strategic development plans and holding board retreats about the role of fundraising in establishing financially sustainable schools. In addition, the program paid for dissemination of data driven tools for financial management and for customized coaching for effective use of the tools. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1033677 | Expense |
| Revenue | 28000 | Revenue |
| Description | Professional and Board Leadership - 13 schools participated in the Strategic Board Governance Program to train top board members and heads of schools to embrace their fundraising, ambassadorship and fiscal oversight roles and responsibilities to perform most effectively. The program consisted of two workshops which delivered best practices in governance change and 2 1/2 days of customized school coaching. Build Your Own Board, a selective, North American program, began with a one day workshop for 8 selected schools and provided 2 days of follow up, individualized coaching to build capacity for schools to bring the right people onto their boards. Eight (8) heads of school were enrolled in the skills building module, Building Data Competency (BDC) and developed an action and communication plan based on extensive parent perception data collected in the program. The cost of the data collection was paid for by the program. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1033677 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 28000 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 3712341 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| 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 | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | 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 |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 31 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 0 | ComplianceWithBackupWitholding |
| Number Of Employees | 34 | 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 |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | 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 (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Institutional TrusteeInstitutionalTrustee | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| Deborah Swartz | |||||||||
| board Chair | 1.00 | X | X | 0 | 0 | 0 | |||
| Bobby Lent | |||||||||
| board Treasurer | 1.00 | X | X | 0 | 0 | 0 | |||
| Jerry Paula Gottesman | |||||||||
| Director | 1.00 | X | 0 | 0 | 0 | ||||
| Bradford Robin Klatt | |||||||||
| director | 1.00 | X | 0 | 0 | 0 | ||||
| lynne harrison | |||||||||
| director | 1.00 | X | 0 | 0 | 0 | ||||
| Adelson family Foundatio | |||||||||
| board Clerk | 1.00 | 0 | 0 | 0 | X | ||||
| Harold Grinspoon Foundat | |||||||||
| Director | 1.00 | 0 | 0 | 0 | X | ||||
| Jim Joseph Foundation - | |||||||||
| director | 1.00 | 0 | 0 | 0 | X | ||||
| Avi Chai Foundation - La | |||||||||
| director | 1.00 | 0 | 0 | 0 | X | ||||
| Weinberg Foundation - Ba | |||||||||
| director | 1.00 | 0 | 0 | 0 | X | ||||
| Schusterman Family Found | |||||||||
| director | 1.00 | 0 | 0 | 0 | X | ||||
| schwartz family foundati | |||||||||
| director | 1.00 | 0 | 0 | 0 | X | ||||
| shapell family foundatio | |||||||||
| director | 1.00 | 0 | 0 | 0 | X | ||||
| UJA-Federation of NY - S | |||||||||
| director | 1.00 | 0 | 0 | 0 | X | ||||
| Rabbi Joshua Elkin | |||||||||
| Executive Director | 40.00 | X | 309585 | 0 | 133005 | ||||
| janet gelbart | |||||||||
| director of finance & op | 40.00 | X | 93563 | 0 | 12008 | ||||
| amy katz | |||||||||
| associate director | 36.00 | 169013 | 0 | 22133 | X | ||||
| cheryl finkel | |||||||||
| senior consultant | 20.00 | 158693 | 0 | 32426 | X | ||||
| Bonnie Hausman | |||||||||
| Senior Program Manager | 36.00 | 111959 | 0 | 14707 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 842813 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 214279 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | 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 | Outcomes Measurement Tools | DescriptionOfServices |
| Compensation | 189864 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 2256921 | AllOtherContributions |
| Total Contributions | 2256921 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Program fees and other | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 42099 | TotalRevenueColumn |
| Related Or Exempt Function Income | 42099 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 42099 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19839 | TotalRevenueColumn |
| Exclusion | $19,839 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 29877 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -29877 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -29877 | TotalRevenueColumn |
| Exclusion | -$29,877 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | miscellaneous income | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1718 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1718 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1718 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2290700 | TotalRevenueColumn |
| Related Or Exempt Function Income | 43817 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$10,038 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 386172 | Total |
| Program Services | 386172 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 701806 | Total |
| Program Services | 318015 | ProgramServices |
| Management And General | 310128 | ManagementAndGeneral |
| Fundraising | 73663 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1628140 | Total |
| Program Services | 1491541 | ProgramServices |
| Management And General | 129644 | ManagementAndGeneral |
| Fundraising | 6955 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36700 | Total |
| Program Services | 26839 | ProgramServices |
| Management And General | 6540 | ManagementAndGeneral |
| Fundraising | 3321 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 176782 | Total |
| Program Services | 163740 | ProgramServices |
| Management And General | 13042 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 164722 | Total |
| Program Services | 133333 | ProgramServices |
| Management And General | 27120 | ManagementAndGeneral |
| Fundraising | 4269 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36973 | Total |
| Management And General | 36973 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22152 | Total |
| Management And General | 22152 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28806 | Total |
| Fundraising | 28806 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 144767 | Total |
| Program Services | 128189 | ProgramServices |
| Management And General | 13844 | ManagementAndGeneral |
| Fundraising | 2734 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145904 | Total |
| Program Services | 124802 | ProgramServices |
| Management And General | 19941 | ManagementAndGeneral |
| Fundraising | 1161 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 204495 | Total |
| Program Services | 172145 | ProgramServices |
| Management And General | 29577 | ManagementAndGeneral |
| Fundraising | 2773 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98270 | Total |
| Program Services | 70378 | ProgramServices |
| Management And General | 25220 | ManagementAndGeneral |
| Fundraising | 2672 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69215 | Total |
| Program Services | 58360 | ProgramServices |
| Management And General | 10855 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24689 | Total |
| Program Services | 20869 | ProgramServices |
| Management And General | 3493 | ManagementAndGeneral |
| Fundraising | 327 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| consultants | 596465 | 512853 | 83612 | 0 |
| other | 97295 | 82535 | 14107 | 653 |
| temporary help | 59470 | 22570 | 36710 | 190 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4622823 | Total |
| Program Services | 3712341 | ProgramServices |
| Management And General | 782958 | ManagementAndGeneral |
| Fundraising | 127524 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 5532 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1786356 | BOY |
| EOY | 3555564 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11177242 | BOY |
| EOY | 7117060 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65347 | BOY |
| EOY | 49449 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 130359 | BOY |
| EOY | 62089 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 184216 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 108568 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61288 | BOY |
| EOY | 75648 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 499320 | BOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13719912 | BOY |
| EOY | 10865342 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 203874 | BOY |
| EOY | 228354 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 335639 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7234 | BOY |
| EOY | 24668 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 211108 | BOY |
| EOY | 588661 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2606562 | BOY |
| EOY | 2792632 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10902242 | BOY |
| EOY | 7484049 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13508804 | BOY |
| EOY | 10276681 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13719912 | BOY |
| EOY | 10865342 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 7248107 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8067628 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6297352 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2761024 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1288503 | CurrentTaxYear |
| Total | 25662614 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7248107 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8067628 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6297352 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2761024 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1288503 | CurrentTaxYear |
| Total | 25662614 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 12893649 | AmountsSubstContributorsTotal |
| Public Support Total170 | 12768965 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 64815 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 120540 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 80077 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 22337 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19839 | CurrentTaxYear |
| Total | 307608 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 5042 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1718 | CurrentTaxYear |
| Total | 6760 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 25976982 | TotalSupport |
| Gross Receipts From Admissions Etc | 1392463 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.49150 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.45970 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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 | 903 | Depreciation |
| Book Value | 8126 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 146762 | OtherCostOrOtherBasis |
| Depreciation | 104822 | Depreciation |
| Book Value | 41940 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 28425 | OtherCostOrOtherBasis |
| Depreciation | 2843 | Depreciation |
| Book Value | 25582 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 75648 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | deferred rent | Description |
| Amount | $24,668 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 24668 | TotalOfAmounts |
| Total Revenue | 2290700 | TotalRevenue |
| Total Expenses | 4622823 | TotalExpenses |
| Excess Or Deficit For Year | -2332123 | ExcessOrDeficitForYear |
| Prior Period Adjustments | -300000 | PriorPeriodAdjustments |
| Other | -$600,000 | OtherAmount |
| Total Adjustments | -900000 | TotalAdjustments |
| Excess Or Deficit Per FS | -3232123 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2290700 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 2290700 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2290700 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4622823 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4622823 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4622823 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part XI, Line 8 - Other Adjustments: | Identifier |
| Explanation | FY 2010 reduction of donor's pledge made & recorded in the prior year: -600000. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | herb tobin | NameOfIndividual |
| Activity | consults on in-person solicitations - see schedule o | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 28806 | AmountRetainedByContractor |
| Net To Organization | 28806 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 28806 | TotalRetainedByContractors |
| Total Net To Organization | 28806 | TotalNetToOrganization |
| Licensed States | MA | LicensedStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Akiba Academy of Dallas | |||||||
| 12324 Merit Drive | Dallas | TX | 75251 | 751151383 | 3 | 11750 | support school infrastructure to allow for educational enhancement |
| El Paso Jewish Academy | |||||||
| 805 Cherry Hill Lane | El Paso | TX | 79912 | 741875194 | 3 | 16000 | support school infrastructure to allow for educational enhancement |
| Hillel Day School of Metropolitan Detroit | |||||||
| 32200 Middlebelt Road | Farmington Hills | MI | 48334 | 381586703 | 3 | 15525 | support school infrastructure to allow for educational enhancement |
| New Orleans Jewish Day School | |||||||
| 3747 West Esplanade Avenue | Metaire | LA | 70115 | 721328328 | 3 | 66000 | support school infrastructure to allow for educational enhancement |
| Ramaz School | |||||||
| 114 E 85th Street | New York | NY | 10028 | 131635279 | 3 | 6212 | support school infrastructure to allow for educational enhancement |
| Solomon Schechter Day School of Metropolitan Chicago | |||||||
| 3210 Dundee Road | Northbrook | IL | 60062 | 362493769 | 3 | 15365 | support school infrastructure to allow for educational enhancement |
| Solomon Schechter Day School-EssexUnion | |||||||
| 1418 Pleasant Valley Way | West Orange | NJ | 07052 | 221779887 | 3 | 12600 | support school infrastructure to allow for educational enhancement |
| jewish high school of connecticut | |||||||
| 2710 park ave | bridgeport | CT | 06604 | 205952939 | 3 | 15990 | support school infrastructure to allow for educational enhancement |
| maccabi academy of asheville | |||||||
| 43 North Liberty Street - 100 | asheville | NC | 28801 | 342035371 | 3 | 16000 | support school infrastructure to allow for educational enhancement |
| RAVSAK | |||||||
| 120 West 97th Street | new York | NY | 10025 | 911894659 | 3 | 150000 | support for day school networking conference |
| BJE of Greater Los Angeles | |||||||
| 6505 Wilshire Blvd Suite 300 | los angeles | CA | 90048 | 954280178 | 3 | 58436 | administer coaching program for local area schools related to fundraising capacity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 11 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Other Information: | Identifier |
| Return Reference | Part IV: | ReturnReference |
| Explanation | Recipient schools have to submit reports and receipts to show that they used these funds for the intended purpose. | 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 | 0 | 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 (3 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 | |||||||||||||
| 309585 | 0 | 0 | 0 | 0 | 0 | 52246 | 0 | 80759 | 0 | 442590 | 0 | 0 | 0 |
| amy katz | |||||||||||||
| 169013 | 0 | 0 | 0 | 0 | 0 | 5175 | 0 | 16958 | 0 | 191146 | 0 | 0 | 0 |
| cheryl finkel | |||||||||||||
| 158693 | 0 | 0 | 0 | 0 | 0 | 16826 | 0 | 15600 | 0 | 191119 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Supplemental Information | Identifier |
| Return Reference | Part III | ReturnReference |
| Explanation | Form 990, Schedule J, Line 2: THE HOUSING ALLOWANCE IS A PARSONAGE ALLOWANCE, THE AMOUNT OF WHICH IS ON THE EXECUTIVE DIRECTOR'S CONTRACT. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| 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, SCHEDULE G, QUESTION 2 | HERB TOBIN IS A FUNDRAISING AND DEVELOPMENT CONSULTANT WHO CONSULTS WITH THE EXECUTIVE DIRECTOR ON IN-PERSON SOLICITATIONS. HE HELPS THE ORGANIZATION IDENTIFY POTENTIAL CONTRIBUTORS AND MAKE CONNECTIONS WITH THEM. THE ORGANIZATION IS UNABLE TO SPECIFICALLY ATTRIBUTE CERTAIN CONTRIBUTIONS TO HERB'S CONSULTING WORK, AND THUS THE GROSS RECEIPTS FROM HIS ACTIVITY ARE SHOWN AT ZERO. |
| General 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 2010, PEJE recorded operating revenues of $5,138,770 and operating expenses of $4,622,823, resulting in a net surplus in its operating fund of $515,947. 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. |
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