2011-02-03T16:15:00-06:00 2010-08-31 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2009-09-01 043365815 PARTNERSHIP FOR EXCELLENCE IN JEWISH EDUCATION INC PART 6173670001 88 BROAD STREET 6TH FLOOR BOSTON MA 02110 rabbi JOSHua ELKIN 6173670001 2011-01-27 1 JOHN BUCKLEY CPA 5083669100 2011-01-19 2009 2016-02-24 21:20:13Z RABBI JOSHUA ELKIN 88 broad street 6th floor boston MA 02110 2320577 0 X www.peje.org X 1997 MA 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. 14 14 34 0 0 0 3549200 2256921 193094 42099 -148654 -10038 5042 1718 3598682 2290700 799209 386172 0 2882850 2708150 20000 28806 127524 2640949 1499695 6343008 4622823 -2744326 -2332123 13719912 10865342 211108 588661 13508804 10276681 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. 0 0 1161253 15817 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. 931165 327736 0 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. 586246 58436 0 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. 1033677 28000 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. 1033677 28000 3712341 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 31 0 0 34 1 0 0 0 0 0 0 0 0 0 0 0 14 14 0 0 0 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 X 0 0 0 Bobby Lent 1.00 X X 0 0 0 Jerry Paula Gottesman 1.00 X 0 0 0 Bradford Robin Klatt 1.00 X 0 0 0 lynne harrison 1.00 X 0 0 0 Adelson family Foundatio 1.00 X 0 0 0 Harold Grinspoon Foundat 1.00 X 0 0 0 Jim Joseph Foundation - 1.00 X 0 0 0 Avi Chai Foundation - La 1.00 X 0 0 0 Weinberg Foundation - Ba 1.00 X 0 0 0 Schusterman Family Found 1.00 X 0 0 0 schwartz family foundati 1.00 X 0 0 0 shapell family foundatio 1.00 X 0 0 0 UJA-Federation of NY - S 1.00 X 0 0 0 Rabbi Joshua Elkin 40.00 X 309585 0 133005 janet gelbart 40.00 X 93563 0 12008 amy katz 36.00 X 169013 0 22133 cheryl finkel 20.00 X 158693 0 32426 Bonnie Hausman 36.00 X 111959 0 14707 842813 0 214279 4 0 1 0 Measuring Success LLC 86A Sherman Street Cambridge MA 02141 Outcomes Measurement Tools 189864 1 2256921 2256921 Program fees and other 900099 42099 42099 42099 19839 19839 29877 -29877 -29877 -29877 miscellaneous income 900099 1718 1718 1718 2290700 43817 0 -10038 386172 386172 701806 318015 310128 73663 1628140 1491541 129644 6955 36700 26839 6540 3321 176782 163740 13042 164722 133333 27120 4269 36973 36973 22152 22152 28806 28806 144767 128189 13844 2734 145904 124802 19941 1161 204495 172145 29577 2773 98270 70378 25220 2672 69215 58360 10855 24689 20869 3493 327 consultants 596465 512853 83612 0 other 97295 82535 14107 653 temporary help 59470 22570 36710 190 4622823 3712341 782958 127524 5532 1786356 3555564 11177242 7117060 65347 49449 130359 62089 184216 108568 61288 75648 499320 13719912 10865342 203874 228354 335639 7234 24668 211108 588661 X 2606562 2792632 10902242 7484049 13508804 10276681 13719912 10865342 X 0 1 1 X 0 X 7248107 8067628 6297352 2761024 1288503 25662614 7248107 8067628 6297352 2761024 1288503 25662614 12893649 12768965 64815 120540 80077 22337 19839 307608 5042 1718 6760 25976982 1392463 0.49150 0.45970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9029 903 8126 146762 104822 41940 28425 2843 25582 75648 deferred rent 24668 24668 2290700 4622823 -2332123 -300000 -600000 -900000 -3232123 2290700 0 2290700 0 2290700 4622823 0 4622823 0 4622823 Part XI, Line 8 - Other Adjustments: FY 2010 reduction of donor's pledge made & recorded in the prior year: -600000. X X 1 herb tobin consults on in-person solicitations - see schedule o 0 0 28806 28806 28806 28806 MA 1 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 11 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 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 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 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.