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Nonprofiteer
← CONSERVATIVE JEWISH DAY SCHOOL OF DALLAS INC

Form 990 for tax year 2023

Filed by CONSERVATIVE JEWISH DAY SCHOOL OF DALLAS INC.

Totals

Total revenue
$11,515,893
Total expenses
$11,890,044
Contributions and grants received
$1,716,528
Grants paid
$0
Program service revenue
$9,485,457
Investment income
$190,032
Other revenue
$123,876
Total assets, end of year
$21,117,209
Total liabilities, end of year
$11,334,007
Net assets or fund balances, end of year
$9,783,202
Program services expenses (Part IX)
$9,863,342
Management and general expenses
$1,578,216
Fundraising expenses
$448,486
Program service expenses (Part III)
$9,863,342

Program services were 83.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $286,722

  • 1e · Government grants (contributions)

    $35,506

  • 1f · All other contributions, gifts and grants

    $1,394,300

  • 1g · Noncash contributions included above

    $232,000

  • 2a · Program service revenue: Tuition and Fees

    total $7,447,596 · related or exempt $7,447,596

  • 2b · Program service revenue: Daycare and Camp Programs

    total $1,572,726 · related or exempt $1,572,726

  • 2c · Program service revenue: Auxiliary Activities

    total $465,135 · related or exempt $465,135

  • 3 · Investment income

    total $143,172 · excluded $143,172

  • 6a · Gross rents

    real property $32,241

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $32,241

  • 6d · Net rental income or loss

    total $32,241 · excluded $32,241

  • 7a · Gross sales of assets other than inventory

    securities $46,860

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $46,860

  • 7d · Net gain or loss

    total $46,860 · excluded $46,860

  • 8a · Fundraising events: gross income

    $382,361

  • 8a · Fundraising events: contributions included on line 1c

    $286,722

  • 8b · Fundraising events: direct expenses

    $382,361

  • 8c · Net income from fundraising events

    total $0

  • 11a · Other revenue: Miscellaneous

    total $91,635 · excluded $91,635

  • 11e · Other revenue, total

    $91,635

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $433,780 · program services $191,105 · management and general $178,973 · fundraising $63,702

  • 6 · Compensation of disqualified persons

    total $129,627 · program services $120,553 · management and general $6,481 · fundraising $2,593

  • 7 · Other salaries and wages

    total $6,074,080 · program services $5,532,736 · management and general $332,261 · fundraising $209,083

  • 8 · Pension plan contributions

    total $61,375 · program services $43,263 · management and general $17,715 · fundraising $397

  • 9 · Other employee benefits

    total $432,049 · program services $326,796 · management and general $89,400 · fundraising $15,853

  • 10 · Payroll taxes

    total $1,002,376 · program services $588,687 · management and general $336,055 · fundraising $77,634

  • 11b · Fees: legal

    total $29,675 · management and general $29,675

  • 11c · Fees: accounting

    total $33,000 · management and general $33,000

  • 11g · Fees: other

    total $39,500 · program services $7,000 · management and general $32,500

  • 12 · Advertising and promotion

    total $28,521 · management and general $28,521

  • 13 · Office expenses

    total $438,292 · program services $347,246 · management and general $88,651 · fundraising $2,395

  • 14 · Information technology

    total $385,876 · program services $333,002 · management and general $51,565 · fundraising $1,309

  • 16 · Occupancy

    total $816,004 · program services $722,821 · management and general $83,572 · fundraising $9,611

  • 20 · Interest

    total $137,342 · program services $120,336 · management and general $15,684 · fundraising $1,322

  • 22 · Depreciation, depletion and amortization

    total $800,695 · program services $728,632 · management and general $64,056 · fundraising $8,007

  • 23 · Insurance

    total $145,977 · program services $132,839 · management and general $11,678 · fundraising $1,460

  • 24a · Other expenses: Student Activities

    total $591,475 · program services $582,333 · management and general $6,533 · fundraising $2,609

  • 24b · Other expenses: Professional Developmen

    total $182,841 · program services $67,216 · management and general $92,552 · fundraising $23,073

  • 24c · Other expenses: Miscellaneous

    total $80,417 · program services $1,073 · management and general $79,344

  • 24d · Other expenses: Capital Campaign Expens

    total $29,438 · fundraising $29,438

  • 24e · All other expenses

    total $17,704 · program services $17,704

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $231,803 · end of year $1,635,292

  • 2 · Savings and temporary cash investments

    beginning of year $1,878,940 · end of year $370,114

  • 3 · Pledges and grants receivable

    beginning of year $318,791 · end of year $142,750

  • 4 · Accounts receivable

    beginning of year $110,499 · end of year $642,620

  • 9 · Prepaid expenses and deferred charges

    beginning of year $161,683 · end of year $155,257

  • 10a · Land, buildings and equipment: cost or other basis

    $20,661,948

  • 10b · Land, buildings and equipment: accumulated depreciation

    $10,740,971

  • 10c · Land, buildings and equipment, net

    beginning of year $10,238,751 · end of year $9,920,977

  • 11 · Investments: publicly traded securities

    beginning of year $2,408,650 · end of year $2,571,105

  • 15 · Other assets

    beginning of year $6,194,161 · end of year $5,679,094

  • 17 · Accounts payable and accrued expenses

    beginning of year $498,647 · end of year $550,390

  • 19 · Deferred revenue

    beginning of year $3,186,069 · end of year $3,448,616

  • 23 · Secured mortgages and notes payable

    beginning of year $1,640,000 · end of year $1,640,000

  • 25 · Other liabilities

    beginning of year $6,204,378 · end of year $5,695,001

  • 27 · Net assets without donor restrictions

    beginning of year $8,524,520 · end of year $7,865,971

  • 28 · Net assets with donor restrictions

    beginning of year $1,489,664 · end of year $1,917,231

Mission and programs · 2023

Mission

Ann and Nate Levine Academy is an inclusive, dynamic, Jewish day school that fosters leadership, creativity, critical thinking, and Jewish values while emplowering its students with integrity, self-confidence, and intellectual curiosity.

Activities or mission (Part I)

Ann and Nate Levine Academy is an inclusive, dynamic, Jewish day school (Continued on Schedule O) that fosters leadership, creativity, critical thinking, and Jewish values while emplowering its students with integrity, self-confidence, and intellectual curiosity.

  • Ann and Nate Levine Academy ("the School") operates a co-educational day school for ages six weeks though grade eight. The School provided a strong academic and religious education to 433 Jewish children during the year. Academic programs foster critical thinking, creativity, collaboration, problem-solving, community, peoplehood and globalism in Judaic and Hebrew studies.

    Expenses $8,585,623 · Revenue $7,447,596

  • The School's daycare and camp programs encourage the formation of friendships and discovery of interests, while providing an accommodating child care environment for the working parent. Auxiliary programs such as basketball, soccer, drama, music, chess, and art provide an inclusive, interscholastic environment for students to grow, be enriched, and develop their self-esteem.

    Expenses $1,277,719 · Revenue $2,037,861

As filed on the 2023 return.

Listed in Part VII

  • Julie Wilkofsky

    President/Board Member

    Total calculated
    $0
    Hours/week
    2

  • Andrea Steiger

    Secretary/Board Member

    Total calculated
    $0
    Hours/week
    2

  • Neal Rothstein

    VP Finance/Board Member

    Total calculated
    $0
    Hours/week
    2

  • Teresa Rosenfield

    Finance Co-Chair/Board Member (began 7/23)

    Total calculated
    $0
    Hours/week
    2

  • Brad Behringer

    VP Development/Board Member

    Total calculated
    $0
    Hours/week
    2

  • Nili Bueckert

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Michael Cohen

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Sarah Davis

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Dan Gold

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Roy Greenberg

    Board Member (began 7/23)

    Total calculated
    $0
    Hours/week
    2

  • Hylton Jonas

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Emily Kern

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Mark Kreditor

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Nate Levine

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Emily Luskey

    Board Member (began 7/23)

    Total calculated
    $0
    Hours/week
    2

  • Mike Nilevsky

    Board Member (began 7/23)

    Total calculated
    $0
    Hours/week
    2

  • Tina Orlowski

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Nilly Ovadia

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Risha Kopel Reiman

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Shana Staub

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Jennifer Tonini

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Sandra Veeder

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Michael Zimmermann

    Board Member

    Total calculated
    $0
    Hours/week
    2

  • Tom Elieff

    Head of School

    Total calculated
    $309,866
    From this org
    $288,241
    From related orgs
    $0
    Other
    $21,625
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $260,709
    Bonus
    $15,000
    Other
    $12,532
    Deferred
    $13,495
    Nontaxable benefits
    $8,130
    Filer's total
    $309,866

  • Pauline Motts

    Chief Financial Officer (began 8/23)

    Total calculated
    $46,431
    From this org
    $46,431
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Yael Twito

    Director of Advancement

    Total calculated
    $131,224
    From this org
    $127,612
    From related orgs
    $0
    Other
    $3,612
    Hours/week
    40

  • Liz Lawlor

    K-8 Principal

    Total calculated
    $119,044
    From this org
    $111,708
    From related orgs
    $0
    Other
    $7,336
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Discretionary spending account
  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 2 · Substantiation required before reimbursing expenses
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 1a
The Head of School receives a housing allowance of $12,000, and the CFO and the Director of Advancement received a cell phone allowances of $500 and $600, respectively. The housing allowance and the cell phone allowances are included in their taxable income.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
28 April 2025
IRS schema version
2023v6.0
Source object
202501289349304275

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