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Nonprofiteer
← MILWAUKEE JEWISH DAY SCHOOL INC

Form 990 for tax year 2022

Filed by MILWAUKEE JEWISH DAY SCHOOL INC.

Totals

Total revenue
$4,019,577
Total expenses
$4,246,466
Contributions and grants received
$2,236,248
Grants paid
$0
Program service revenue
$1,550,195
Investment income
$139,979
Other revenue
$93,155
Total assets, end of year
$8,025,388
Total liabilities, end of year
$348,523
Net assets or fund balances, end of year
$7,676,865
Program services expenses (Part IX)
$3,379,461
Management and general expenses
$676,281
Fundraising expenses
$190,724
Program service expenses (Part III)
$3,379,461

Program services were 79.6% 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.

  • 1e · Government grants (contributions)

    $55,429

  • 1f · All other contributions, gifts and grants

    $2,180,819

  • 1g · Noncash contributions included above

    $13,489

  • 2a · Program service revenue: TUITION AND FEES

    total $1,550,195 · related or exempt $1,550,195

  • 3 · Investment income

    total $83,356 · excluded $83,356

  • 7a · Gross sales of assets other than inventory

    securities $153,359

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

    securities $94,129 · other assets $2,607

  • 7c · Gain or loss

    securities $59,230 · other assets -$2,607

  • 7d · Net gain or loss

    total $56,623 · excluded $56,623

  • 8a · Fundraising events: gross income

    $150,965

  • 8b · Fundraising events: direct expenses

    $71,083

  • 8c · Net income from fundraising events

    total $79,882 · excluded $79,882

  • 11d · All other revenue

    total $13,273 · excluded $13,273

  • 11e · Other revenue, total

    $13,273

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $355,546 · program services $261,608 · management and general $68,309 · fundraising $25,629

  • 6 · Compensation of disqualified persons

    total $2,345,668 · program services $1,819,004 · management and general $401,176 · fundraising $125,488

  • 8 · Pension plan contributions

    total $24,033 · program services $18,527 · management and general $4,174 · fundraising $1,332

  • 9 · Other employee benefits

    total $32,050 · program services $27,442 · management and general $4,129 · fundraising $479

  • 10 · Payroll taxes

    total $181,224 · program services $139,702 · management and general $31,476 · fundraising $10,046

  • 11a · Fees: management

    total $6,827 · management and general $6,827

  • 11c · Fees: accounting

    total $24,643 · management and general $24,643

  • 11g · Fees: other

    total $21,904 · management and general $21,904

  • 12 · Advertising and promotion

    total $30,503 · program services $4,814 · management and general $14,444 · fundraising $11,245

  • 13 · Office expenses

    total $27,160 · program services $9,055 · management and general $16,292 · fundraising $1,813

  • 14 · Information technology

    total $20,810 · program services $15,608 · management and general $4,162 · fundraising $1,040

  • 16 · Occupancy

    total $621,330 · program services $584,082 · management and general $34,144 · fundraising $3,104

  • 19 · Conferences, conventions and meetings

    total $133,028 · program services $103,232 · management and general $28,661 · fundraising $1,135

  • 20 · Interest

    total $201 · management and general $201

  • 22 · Depreciation, depletion and amortization

    total $90,171 · program services $78,314 · management and general $11,722 · fundraising $135

  • 23 · Insurance

    total $26,936 · program services $25,320 · management and general $1,481 · fundraising $135

  • 24a · Other expenses: FIELD TRIPS

    total $114,461 · program services $114,461

  • 24b · Other expenses: PROGRAMMING, MATERIALS

    total $69,705 · program services $69,705

  • 24c · Other expenses: LUNCH PROGRAM

    total $63,640 · program services $63,640

  • 24d · Other expenses: OTHER

    total $53,026 · program services $41,347 · management and general $2,536 · fundraising $9,143

  • 24e · All other expenses

    total $3,600 · program services $3,600

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $225,627 · end of year $140,805

  • 2 · Savings and temporary cash investments

    beginning of year $1,465,524 · end of year $931,595

  • 3 · Pledges and grants receivable

    beginning of year $1,361,614 · end of year $1,287,625

  • 4 · Accounts receivable

    beginning of year $7,436 · end of year $69,283

  • 9 · Prepaid expenses and deferred charges

    beginning of year $16,336 · end of year $19,944

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

    $971,312

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

    $580,814

  • 10c · Land, buildings and equipment, net

    beginning of year $404,730 · end of year $390,498

  • 11 · Investments: publicly traded securities

    beginning of year $2,167,956 · end of year $2,825,374

  • 12 · Investments: other securities

    beginning of year $2,329,818 · end of year $2,349,249

  • 15 · Other assets

    beginning of year $0 · end of year $11,015

  • 17 · Accounts payable and accrued expenses

    beginning of year $190,343 · end of year $206,126

  • 19 · Deferred revenue

    beginning of year $166,388 · end of year $136,009

  • 25 · Other liabilities

    beginning of year $6,712 · end of year $6,388

  • 27 · Net assets without donor restrictions

    beginning of year $1,185,350 · end of year $1,117,205

  • 28 · Net assets with donor restrictions

    beginning of year $6,430,248 · end of year $6,559,660

Mission and programs · 2022

Mission

WHERE ACADEMIC EXCELLENCE AND JEWISH VALUES PREPARE CHILDREN FOR A LIFETIME OF SUCCESS, LEADERSHIP AND ENGAGEMENT WITH THE WORLD.

Activities or mission (Part I)

OPERATION OF A PRIVATE SCHOOL FOR GRADES KINDERGARTEN THROUGH EIGHT AND PRIMARILY SERVING JEWISH CHILDREN OF THE GREATER METROPOLITAN MILWAUKEE COMMUNITY.

  • FOR 40 YEARS, FAMILIES HAVE RELIED ON MILWAUKEE JEWISH DAY SCHOOL (MJDS) TO PROVIDE THEIR CHILDREN IN GRADES KINDERGARTEN TO EIGHT WITH OUTSTANDING GENERAL STUDIES AND JEWISH EDUCATION THAT PREPARES THEM TO SUCCEED IN HIGH SCHOOL AND BEYOND. OUR OUTSTANDING TEACHERS GUIDE STUDENTS ON AN INTERDISCIPLINARY, STUDENT-OWNED LEARNING JOURNEY WHERE A CULTURE OF INNOVATION AND JEWISH VALUES IN ACTION ARE PILLARS. OUR STUDENTS LEARN AS THEIR MINDS ARE NOURISHED AND THEIR SOULS ARE NURTURED. STUDENTS KNOW THE IMPORTANCE OF BEING A GOOD PERSON AS WELL AS A GOOD STUDENT WHILE TAKING CARE OF EACH OTHER AND THE WORLD AROUND THEM.

    Expenses $3,379,461 · Revenue $1,550,195

As filed on the 2022 return.

Listed in Part VII

  • Lina Dreyfus Wallace

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Ed Blumenthal

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Jason Gottlieb

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Allan Carneol

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Rachel Zarem

    VICE PRES & TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Bonnie Klein-Tasman

    VICE PRES & SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Stephanie Miller

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Aaron Aizenberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • August Ball

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Lauren Berger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jason Dropik

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Mark Freedman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Sara Galicki

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Caren Goldberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Lori Jacobson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Santiago Navarro

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Michael Mazius

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Sharyl Paley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Dan Rosenfeld

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Peter Sprinkman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Jessica Harris

    FTO REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    2

  • Carlie Aizenberg

    FTO REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    2

  • Sarah Schott

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Todd Richheimer Until Nov 2022

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Aaron Lippman

    HEAD OF SCHOOL

    Total calculated
    $224,761
    From this org
    $166,980
    From related orgs
    $0
    Other
    $57,781
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,100
    Bonus
    $5,880
    Other
    $0
    Deferred
    $3,222
    Nontaxable benefits
    $54,559 + $10,725 related
    Filer's total
    $224,761 + $10,725 related

  • Christy Horn

    BUSINESS ADMINISTRATOR

    Total calculated
    $120,617
    From this org
    $104,177
    From related orgs
    $0
    Other
    $16,440
    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
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

Answered no

  • 1b · Written policy on the line-1a 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1B
THE HEAD OF SCHOOL HAS A SMALL DISCRETIONARY FUND, BUT ALL EXPENDITURES FROM THIS FUND ARE MADE AFTER RECEIPT OF PROPER DOCUMENTATION.
PART I, LINE 7
THE HEAD OF SCHOOL EMPLOYMENT CONTRACT PROVIDES FOR UP TO AN ANNUAL 4% DISCRETIONARY BONUS.

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
2022
Filed
21 March 2024
IRS schema version
2022v5.0
Source object
202430829349300088

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