2024-05-14T16:08:38-05:00 2023-06-30 341900735 CBIZ MHM OF FLORIDA LLC 2255 GLADES ROAD SUITE 321A BOCA RATON FL 33431 990 2022-07-01 651129890 DONNA KLEIN JEWISH ACADEMY INC DONN 5618523300 9701 DONNA KLEIN BOULEVARD BOCA RATON FL 33428 NORMA BROWN CHIEF FINANCIAL OFFICER 5618523300 2024-05-14 1 NORMA BROWN 999009999 1 MICHAEL FISHER P01243324 5619945050 2024-05-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DANA STRONG 9701 DONNA KLEIN BOULEVARD BOCA RATON FL 33428 21385131 0 X WWW.DKJA.ORG X 2001 FL MISSION: TO EDUCATE OUR CHILDREN AND THE GREATER DKJA COMMUNITY TO BE KNOWLEDGEABLE AND RESPONSIBLE CITIZENS OF THE WORLD COMMITTED TO JEWISH VALUES AND LIFELONG LEARNING. 17 17 207 10 0 0 1927333 1578636 16950419 19666313 -25283 22008 -6969 -12404 18845500 21254553 3672048 3922260 0 0 8599493 10383312 0 0 339497 4394167 5306255 16665708 19611827 2179792 1642726 11405685 16239560 5868810 8943006 5536875 7296554 X DONNA KLEIN JEWISH ACADEMY PROVIDES A CHALLENGING GENERAL AND JUDAIC STUDIES PROGRAM INTEGRATED WITH THE ARTS, TECHNOLOGY, AND ATHLETICS FROM KINDERGARTEN THROUGH 12TH GRADE. A FACULTY AND STUDENT BODY THAT SHARE MUTUAL RESPECT AND A LOVE OF LEARNING. A COMMITMENT TO THE PERPETUATION OF THE JEWISH PEOPLE AND THE STATE OF ISRAEL. A FOCUS ON TIKKUN OLAM: REPAIRING THE WORLD THROUGH COMMUNITY SERVICE.AN INDESCRIBABLE FEELING OF COMMUNITY, WARMTH, ENERGY, AND EXCITEMENT; A SENSE OF BEING BOTH AT HOME AND IMMERSED IN THE LARGER WORLD. 0 0 11486381 3137808 13281750 GENERAL STUDIES - FROM ELEMENTARY SCHOOL THROUGH HIGH SCHOOL, ACADEMIC DISCIPLINES ARE WOVEN TOGETHER AT DKJA TO PROVIDE A COMPREHENSIVE EDUCATION ENCOMPASSING LIBERAL ARTS AND FINE ARTS, WORLD CULTURES, CURRENT AFFAIRS, LITERATURE, AND JUDAIC STUDIES.THIS APPROACH PROVIDES CONTEXT, RELEVANCE, AND AN UNDERSTANDING OF THE COMPLEX RELATIONSHIPS BETWEEN THE DIVERSE ARRAY OF KNOWLEDGE AND THE MANY DIFFERENT PEOPLE OF THE WORLD. OUR CURRICULUM IS INTEGRATED THROUGH HANDS-ON INTERACTION THAT ENCOURAGES PARTICIPATION IN GROUP PROJECTS, AS WELL AS INDEPENDENT THINKING AND CREATIVITY. 2461367 784452 2846089 JUDAIC STUDIES - OUR JEWISH VALUES AND PHILOSOPHY OF LIVING LAY THE FOUNDATION FOR A UNIQUE UNDERSTANDING THAT BRINGS RICHNESS, CONTINUITY, AND BEAUTY TO EVERY ASPECT OF LIFE.AT DONNA KLEIN JEWISH ACADEMY, JEWISH LIVING, LEARNING AND ACADEMIC ACHIEVEMENT PERMEATE THE ENTIRE EDUCATIONAL EXPERIENCE. CONNECTING TO ISRAEL IS AN INVALUABLE COMPONENT OF THE DKJA CURRICULUM. STUDENTS IN UPPER GRADE LEVELS HAVE THE OPPORTUNITY TO VISIT AND STUDY IN OUR HOMELAND, ISRAEL.FROM THE MOST ANCIENT TRADITIONS AND THE WISDOM OF THE TORAH, TO LEARNING OF MODERN HEBREW AS IT IS SPOKEN IN PRESENT-DAY ISRAEL. 492273 TECHNOLOGY - AT DKJA YOU'LL FIND TECHNOLOGY INTEGRATED INTO EVERY ASPECT OF THE EDUCATIONAL PROCESS, MAKING LEARNING MORE EFFECTIVE WHILE TEACHING STUDENTS THE SKILLS THEY'LL NEED FOR SUCCESS IN TODAY'S WORLD.THE CLAIRE AND EMANUEL G ROSENBLATT TECHNOLOGY PROGRAM K-12, WHICH INCLUDES SMART BOARD INTERACTIVE WHITEBOARDS IN EVERY CLASSROOM, AS WELL AS AN INTEGRATED SCHOOL-WIDE COMPUTER NETWORK, BUILDS STUDENTS' SKILLS AND FACILITATES COLLABORATION. TRUE INTEGRATION OF TECHNOLOGY IN EVERY CLASSROOM ENABLES STUDENTS AND TEACHERS TO SHARE IDEAS AND RESOURCES IN A DIGITAL ENVIRONMENT WHILE KEEPING ABREAST OF AND IMPLEMENTING CUTTING-EDGE DEVELOPMENTS. 1979241 3554052 VARIOUS OTHER PROGRAMS & SERVICES 1979241 3554052 16419262 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 32 0 1 207 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 1 0 0 FL X NORMA BROWN 5618523300 9701 DONNA KLEIN BOULEVARD BOCA RATON FL 33428 DR SHARI HIER IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 DR XIMENA LEVY TRUSTEE 1.00 X 0 0 0 ELIZABETH A DUNN TRUSTEE 1.00 X 0 0 0 JEFFREY L KLEIN VICE PRESIDENT 1.00 X X 0 0 0 BRUCE LEBOWITZ TRUSTEE 1.00 X 0 0 0 MYRNA GROSS TRUSTEE 1.00 X 0 0 0 NATALIE LEDER VICE PRESIDENT/SECRETARY 1.00 X X 0 0 0 PATTY BECK TRUSTEE 1.00 X 0 0 0 ROBERT GREENBERG TRUSTEE 1.00 X 0 0 0 SHELLEY GOLD TREASURER 1.00 X X 0 0 0 TALIA KLEIN DEVELOPMENT CHAIR 1.00 X X 0 0 0 JONATHAN GALLER TRUSTEE 1.00 X 0 0 0 GREGORY STARR TRUSTEE 1.00 X 0 0 0 JAMES ORLEANS TRUSTEE 1.00 X 0 0 0 ALAN MIBAB TRUSTEE 1.00 X 0 0 0 BOB PEARLMAN TRUSTEE 1.00 X 0 0 0 DANA STRONG PRESIDENT 1.00 X 0 0 0 HELENA LEVINE HEAD OF SCHOOL 45.00 X 272164 0 26668 NORMA BROWN CHIEF FINANCIAL OFFICER 40.00 X 128302 0 27000 STEVEN SENFT BARRAGAN DIRECTOR OF DEVELOPMENT 40.00 X 103092 0 978 503558 0 54646 3 0 1 0 VERITY PARTNERS 1515 SOUTH FEDERAL HWY STE 308 BOCA RATON FL 33432 CONSULTING SERVICES 445062 EDUCATIONAL ENCOUNTERS INTERNATIONAL INC 110 CHESTNUT RIDGE ROAD STE 228 MONTVALE NJ 07645 TRAVEL AGENCY 299190 KATZ COMPUTER SERVICE 2885 JUPITER PARK DRIVE STE 1300 JUPITER FL 33458 SECURITY COMPUTER HARDWARE 242282 TRAVELAND 564 RACEBROOK ROAD ORANGE CT 064772518 TRAVEL AGENCY 143067 DELL FINANCIAL SERVICES LLC PO BOX 5292 CAROL STREAM IL 601975292 COMPUTER LEASES 111882 5 60000 1518636 1578636 TUITION AND FEES 611110 18973928 18973928 STUDENT ACTIVITIES 611110 692385 692385 19666313 42964 42964 794 20162 -794 -20162 -20956 -20956 81640 109622 -27982 -27982 15578 0 15578 15578 21254553 19681891 0 -5974 X 3922260 3922260 455783 346395 86599 22789 8494926 6635564 1655294 204068 799886 526292 261466 12128 632717 497657 118146 16914 65626 65626 65090 65090 8492 8492 580659 405197 159675 15787 36343 11574 18931 5838 179825 137713 36703 5409 1502267 1410013 87174 5080 33762 33762 263143 202620 52629 7894 52265 40244 10453 1568 FOOD 859850 820386 29748 9716 FIELD TRIPS 407578 407578 CONTRACT INSTRUCTORS & 305116 261949 41942 1225 CLASSROOM SUPPLIES 198899 196691 2208 747340 563367 152892 31081 19611827 16419262 2853068 339497 3447 3450 7631067 6551266 2640 2480 125145 148021 31160 93104 95608 319923 3653495 1379475 2168596 2274020 1343022 4269689 5000 2577607 11405685 16239560 1390467 1985637 4039458 4217127 310253 0 128632 2740242 5868810 8943006 X 4396430 5929371 1140445 1367183 5536875 7296554 11405685 16239560 X 1642726 71522 15360 30071 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1503118 45000 65328 1613446 1644264 22500 -163646 1503118 1468508 5000 170756 1644264 1451728 65903 49123 1468508 1432484 54281 35037 1451728 1.00000 0 1 1 1145024 1145024 1046484 868786 177698 865863 281912 583951 596124 228777 367347 2274020 INVESTMENTS 2908818 C DEFERRED COMPENSATION PLAN 154827 C RESTRICTED FOR LONG TERM INVESTMENT 1206044 C 4269689 RIGHT OF USE ASSETS - OPERATING LEASES 2387248 RIGHT OF USE ASSETS - FINANCE LEASES 185359 OTHER ASSETS 5000 2577607 DEFERRED COMPENSATION PLAN 154827 LEASE LIABILITIES - OPERATING LEASES 2387248 LEASE LIABILITIES - FINANCE LEASES 198167 2740242 X 18168794 71522 628327 145144 844993 17323801 3930752 3930752 21254553 16409115 628327 99713 728040 15681075 3930752 3930752 19611827 PART X, LINE 2: U.S. GAAP REQUIRES THE SCHOOL'S MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE SCHOOL AND RECOGNIZE A TAX LIABILITY IF THE SCHOOL HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE ("IRS"). MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE SCHOOL, AND HAS CONCLUDED THAT AS OF JUNE 30, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 109,622. IN-KIND CONTRIBUTIONS 15,360. LOSS ON DISPOSAL OF FIXED ASSETS 20,162. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,478,461. TUITION REIMBURSEMENTS 1,443,799. ADMINISTRATION FEE 8,492. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 109,622. PROVISION FOR UNCOLLECTIBLE RECEIVABLES -30,071. LOSS ON DISPOSAL OF FIXED ASSETS 20,162. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,478,461. TUITION REIMBURSEMENTS 1,443,799. ADMINISTRATION FEE 8,492. PART XII, LINE 4B FINANCIAL AID TOTALING $2,478,461 WAS SHOWN ON THE AUDITED STATEMENT OF ACTIVITIES AS A NET REDUCTION OF TUITION REVENUE. THIS AMOUNT WAS INCLUDED ON FORM 990 ON THE STATEMENT OF FUNCTIONAL EXPENSES IN PART IX. TUITION REMISSIONS & DISCOUNTS TOTALING $1,443,799 WAS SHOWN ON THE AUDITED STATEMENT OF ACTIVITIES AS A NET REDUCTION OF TUITION REVENUE. THIS AMOUNT WAS INCLUDED ON FORM 990 ON THE STATEMENT OF FUNCTIONAL EXPENSE ON PART IX. SPECIAL EVENTS TOTALING $109,622 WAS INCLUDED ON THE AUDITED STATEMENT OF ACTIVITIES AS AN EXPENSE. THIS AMOUNT IS A FUNDRAISING EXPENSE AND HAS BEEN INCLUDED ON FORM 990, PART VIII ON THE STATEMENT OF REVENUE. PART XIII, LINE 2D PROVISION FOR UNCOLLECTIBLE RECEIVABLES DECREASED BY $30,071 DURING THE YEAR. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 DONNA KLEIN JEWISH ACADEMY ADMITS STUDENTS OF ANY RACE, COLOR, NATIONAL AND ETHNIC ORIGIN TO ALL THE RIGHTS, PRIVELEGES, PROGRAMS, AND ACTVITIES GENERALLY ACCORDED OR MADE AVAILABLE TO STUDENTS AT THE SCHOOL. IT DOES NOT DISCRIMINATE ON THE BASIS OF RACE, COLOR, NATIONAL AND ETHNIC ORIGIN IN ADMINISTRATION OF ITS EDUCATIONAL POLICIES, ADMISSION POLICIES, SCHOLARSHIP AND LOAN PROGRAMS, AND ATHLETIC AND OTHER SCHOOL ADMINISTERED PROGRAMS. 3 81640 81640 109622 81640 81640 109622 109622 -27982 1 SCHOLARSHIPS/FINANCIAL AID/TUITION DISCOUNTS 274 3922260 N/A N/A X 0 0 0 0 0 0 0 0 0 HELENA LEVINE HEAD OF SCHOOL 272164 0 0 0 0 0 26668 0 0 0 298832 0 0 0 NORMA BROWN CHIEF FINANCIAL OFFICER 128302 0 0 0 0 0 27000 0 0 0 155302 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS THE 990 BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 15A WHEN THE HEAD OF SCHOOL'S CONTRACT COMES UP FOR REVIEW, A COMMITTEE OF THE BOARD IS APPOINTED TO STUDY AND DETERMINE THE APPROPRIATE COMPENSATION. THE COMMITTEE, WITH THE ASSISTANCE OF THE CFO, RESEARCHES COMPENSATION OF THE HEADS OF SCHOOL OF THE REGIONAL SCHOOLS AND THE NATIONAL AVERAGES. THE STATISTICS ARE GATHERED FROM THE NATIONAL ASSOCIATION OF SCHOOLS ("NAIS") AND USING GUIDESTAR.COM FOR LOCAL DATA. FORM 990, PART VI, SECTION C, LINE 19 ANYONE WISHING TO OBTAIN A COPY OF THE ANNUAL FINANCIAL STATEMENTS MUST PRESENT A REQUEST IN WRITING TO THE CHIEF FINANCIAL OFFICER. THE CFO WILL PRODUCE A COPY WITHIN 24 HOURS OF THE REQUEST BEING SUBMITTED. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 103,978. MANAGEMENT AND GENERAL EXPENSES 27,007. FUNDRAISING EXPENSES 4,051. TOTAL EXPENSES 135,036. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 301,219. MANAGEMENT AND GENERAL EXPENSES 78,239. FUNDRAISING EXPENSES 11,736. TOTAL EXPENSES 391,194. MAINTENANCE AGREEMENTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 54,429. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 54,429. FORM 990, PART IX, LINE 24E SMALL EQUIPMENT: PROGRAM SERVICE EXPENSES 148,503. MANAGEMENT AND GENERAL EXPENSES 27,235. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 175,738. BOOKS: PROGRAM SERVICE EXPENSES 161,160. MANAGEMENT AND GENERAL EXPENSES 785. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 161,945. DUES & SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 7,309. MANAGEMENT AND GENERAL EXPENSES 80,537. FUNDRAISING EXPENSES 7,367. TOTAL EXPENSES 95,213. BAD DEBTS: PROGRAM SERVICE EXPENSES 69,110. MANAGEMENT AND GENERAL EXPENSES 10,140. FUNDRAISING EXPENSES 1,521. TOTAL EXPENSES 80,771. STAFF EDUCATION: PROGRAM SERVICE EXPENSES 41,826. MANAGEMENT AND GENERAL EXPENSES 10,864. FUNDRAISING EXPENSES 1,630. TOTAL EXPENSES 54,320. PERMITS FEES & LICENSES: PROGRAM SERVICE EXPENSES 37,984. MANAGEMENT AND GENERAL EXPENSES 9,866. FUNDRAISING EXPENSES 1,480. TOTAL EXPENSES 49,330. GIFTS & FLOWERS: PROGRAM SERVICE EXPENSES 31,572. MANAGEMENT AND GENERAL EXPENSES 4,232. FUNDRAISING EXPENSES 4,055. TOTAL EXPENSES 39,859. TECHNICAL SERVICES: PROGRAM SERVICE EXPENSES 37,068. MANAGEMENT AND GENERAL EXPENSES 2,285. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 39,353. FINANCIAL CHARGES: PROGRAM SERVICE EXPENSES 20,242. MANAGEMENT AND GENERAL EXPENSES 4,800. FUNDRAISING EXPENSES 253. TOTAL EXPENSES 25,295. REAL ESTATE TAXES: PROGRAM SERVICE EXPENSES 8,593. MANAGEMENT AND GENERAL EXPENSES 2,148. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,741. EVENTS, PLUS IN-KIND: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 7,862. TOTAL EXPENSES 7,862. AWARDS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 6,913. TOTAL EXPENSES 6,913. FORM 990, PART XI, LINE 9: CHANGE IN ALLOWANCE FOR BAD DEBTS 30,071. FORM 990, PART XII THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY 9901 DONNA KLEIN BLVD BOCA RATON FL 33428 591945109 FURTHERS THE WELFARE OF JEWISH COMMUNITY IN S. PALM BEACH COUNTY FL 501(C)(3) LINE 7 N/A 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY C 249922 BASED ON ANNUAL ALLOCATION JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY K 1221714 PER LEASE AGREEMENT JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY Q 1104675 CASH DISBURSEMENTS