2026-04-07T12:14:34-05:00 2025-06-30 391210538 SCRIBNER COHEN AND COMPANY SC 756 NORTH MILWAUKEE ST 300 MILWAUKEE WI 53202 990 2024-07-01 391384843 MILWAUKEE JEWISH DAY SCHOOL INC MILW 4149678309 6401 N SANTA MONICA BLVD MILWAUKEE WI 532174255 LINA DREYFUS WALLACE PRESIDENT 4149678309 2026-03-28 1 1 KELLY K MILLER CPA P00562808 4142711700 2026-03-28 2024 2025-03-06 01:10:19Z LINA DREYFUS WALLACE 6401 N SANTA MONICA BLVD MILWAUKEE WI 532174255 4078262 0 X WWW.MJDS.ORG X 1981 WI OPERATION OF A PRIVATE SCHOOL FOR EARLY CHILDHOOD THROUGH EIGTH GRADE AND PRIMARILY SERVING JEWISH CHILDREN OF THE GREATER METROPOLITAN MILWAUKEE COMMUNITY. 20 20 68 45 0 0 1852744 2436790 1610224 1393361 97406 107617 55395 86429 3615769 4024197 0 0 0 0 3137403 3165287 0 0 262086 1271565 1400524 4408968 4565811 -793199 -541614 7947412 7781958 388590 355098 7558822 7426860 WHERE ACADEMIC EXCELLENCE AND JEWISH VALUES PREPARE CHILDREN FOR A LIFETIME OF SUCCESS, LEADERSHIP AND ENGAGEMENT WITH THE WORLD. 0 0 3484046 1393361 FOR 44 YEARS, FAMILIES HAVE RELIED ON MILWAUKEE JEWISH DAY SCHOOL (MJDS) TO PROVIDE THEIR CHILDREN FROM EARLY CHILDHOOD THROUGH EIGTH GRADE 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. 3484046 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 1 68 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X JOSHUA HERMAN 4149678309 6401 NORTH SANTA MONICA BOULEVARD MILWAUKEE WI 53217 LINA DREYFUS WALLACE PRESIDENT 2.00 X X 0 0 0 JASON GOTTLIEB VICE PRESIDENT & SECRETARY 2.00 X X 0 0 0 ALLAN CARNEOL VICE PRESIDENT 2.00 X X 0 0 0 SARAH SCHOTT IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 RACHEL ZAREM VICE PRES & TREASURER 2.00 X X 0 0 0 AARON AIZENBERG PRESIDENT ELECT 2.00 X 0 0 0 JASON DROPIK TERMED 63025 DIRECTOR 2.00 X 0 0 0 MARK FREEDMAN DIRECTOR 2.00 X 0 0 0 SARA GALICKI DIRECTOR 2.00 X 0 0 0 CARLIE AIZENBERG FTO REPRESENTATIVE 2.00 X 0 0 0 CAREN GOLDBERG DIRECTOR 2.00 X 0 0 0 SHARYL PALEY DIRECTOR 2.00 X 0 0 0 SANTIAGO NAVARRO DIRECTOR 2.00 X 0 0 0 LAUREN BERGER DIRECTOR 2.00 X 0 0 0 BRIAN DENEVE DIRECTOR 2.00 X 0 0 0 ELLIE GETTINGER DIRECTOR 2.00 X 0 0 0 YAEL STEIN DIRECTOR 2.00 X 0 0 0 LAURA FELIX DIRECTOR 2.00 X 0 0 0 JOAN KAZAN DIRECTOR 2.00 X 0 0 0 ELAN YUDKOWSKY DIRECTOR 2.00 X 0 0 0 JORI BROIDY TERMED 63025 INTERIM HEAD OF SCHOOL 40.00 X 116500 0 13450 CHRISTY HORN BUSINESS ADMINISTRATOR 40.00 X 110630 0 7637 227130 0 21087 2 0 0 0 0 215483 2221307 2436790 TUITION AND FEES 711310 1393361 1393361 1393361 108191 108191 574 -574 -574 -574 126010 53491 72519 72519 13910 13910 13910 4024197 1393361 0 194046 284088 209030 54580 20478 2554235 1951695 417712 184828 40904 29096 7415 4393 83861 58551 14713 10597 202199 152468 38853 10878 25013 25013 150172 150172 41959 5566 13917 22476 24212 8244 14453 1515 34470 25852 6894 1724 604713 568430 33259 3024 111498 83852 25831 1815 82654 71764 10745 145 29281 27524 1611 146 PROGRAMMING, MATERIALS 146675 146675 FIELDTRIPS 81774 81774 LUNCH PROGRAM 50217 50217 OTHER 17886 13308 4511 67 4565811 3484046 819679 262086 117341 121065 913971 794890 819062 631796 12275 15489 20788 24772 941217 657823 339210 283394 3324279 3301582 2380198 2598114 20288 10856 7947412 7781958 251338 242271 124476 104851 12776 7976 388590 355098 X 1110153 859247 6448669 6567613 7558822 7426860 7947412 7781958 X -541614 334491 -162720 237881 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4797013 136359 516476 272608 5177039 4623832 2348 459516 288683 4797013 4447972 80026 384178 288344 4623832 4407357 591532 -423749 127168 4447972 3198644 367975 907332 66594 4407357 0.01723 0.03911 0.94366 1 0 332461 173909 158552 608756 483914 124842 283394 BENEFICIAL INTEREST IN ASSETS HELD BY MILWAUKEE JEWISH FEDERATION 2598114 F 2598114 CAPITAL LEASE OBLIGATION 7976 7976 X 4638508 334496 41934 237881 614311 4024197 0 4024197 4607745 41934 41934 4565811 0 4565811 PART V, LINE 4: THE SCHOOL'S ENDOWMENTS CONSIST OF VARIOUS FUNDS ESTABLISHED TO BENEFIT THE SCHOOL FOR A VARIETY OF PURPOSES. THE SCHOOL HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENTS WHILE SEEKING TO PRESERVE THE FAIR VALUE OF THE ENDOWMENT ASSETS. UNDER THE SCHOOL'S INVESTMENT POLICY, AS APPROVED BY THE BOARD OF TRUSTEES, THE ENDOWMENT ASSETS ARE INVESTED TO PROVIDE THE SCHOOL'S ENDOWMENT WITH A CONSERVATIVE LONG-TERM STRATEGY THAT WILL PROVIDE SUFFICIENT RETURNS OF THE ENDOWMENT FUNDS TO PROVIDE INCREASES IN ITS ABSOLUTE VALUE AND THE CAPABILITY TO CONTRIBUTE 5 TO 6% TO THE SCHOOL'S OPERATING BUDGET EACH YEAR. PART X, LINE 2: ACCOUNTING STANDARDS REQUIRE THE SCHOOL TO RECOGNIZE IN THE FINANCIAL STATEMENTS THE IMPACT OF UNCERTAIN TAX POSITIONS BASED ON SPECIFIC GUIDANCE IN THE STANDARDS. MANAGEMENT EVALUATED THE SCHOOL'S TAX POSITION AND CONCLUDED THAT NO UNCERTAIN TAX POSITIONS EXIST AS OF JUNE 30, 2025 AND 2024. PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES ARE INCLUDED IN MANAGEMENT AND GENERAL EXPENSES, IF APPLICABLE. THE SCHOOL HAS NOT INCURRED ANY INTEREST OR PENALTIES RELATED TO INCOME TAXES FOR THE YEARS ENDED JUNE 30, 2025 AND 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY MILWAUKEE JEWISH FEDERATION 237,881. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE NONDISCRIMINATORY POLICY SHALL BE MADE KNOWN TO ALL SEGMENTS OF THE GENERAL COMMUNITY SERVED BY THE CORPORATION. A STATEMENT OF SUCH POLICY SHALL APPEAR IN ALL BROCHURES AND CATALOGS DEALING WITH STUDENT ADMISSIONS, PROGRAMS AND SCHOLARSHIPS. A REFERENCE TO THIS NONDISCRIMINATORY POLICY SHALL APPEAR IN ANY WRITTEN ADVERTISING USED AS A MEANS OF INFORMING PROSPECTIVE STUDENTS OF ITS PROGRAMS AND POLICIES. SCHEDULE E, PART I, LINE 6 THE SCHOOL PARTICIPATES IN THE WISCONSIN DEPARTMENT OF PUBLIC INSTRUCTION'S SCHOOL MILK PROGRAM. THE SCHOOL HAS ALSO RECEIVED COVID-RELATED FUNDING THROUGH SEVERAL AVENUES, INCLUDING PPP LOAN, ESSER FUNDS AND EANS FUNDS. FRUITS AND NUTS 117642 117642 52797 ENTERTAINMENT FUNDRAISING EVENT 8368 8368 694 126010 126010 53491 53491 72519 X 1 1 X X X 0 0 0 0 0 0 0 1 0 PART I, LINE 1A DISCRETIONARY SPENDING ACCOUNT, JORI BROIDY, NOT INCLUDED IN TAXABLE COMPENSATION 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 OR ARE MADE DIRECTLY FROM THE SCHOOL WITH PROPER DOCUMENTATION. PART I, LINE 7 THE HEAD OF SCHOOL EMPLOYMENT CONTRACT PROVIDES FOR UP TO AN ANNUAL 4% DISCRETIONARY BONUS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD PRESIDENT, FINANCE COMMITTEE, HEAD OF SCHOOL, AND DIRECTOR OF BUSINESS SERVICES ALONG WITH THE BOARD OF DIRECTORS REVIEW THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD SHALL MAINTAIN A CONFLICT OF INTEREST POLICY TO PROTECT THE INTEREST OF THE CORPORATION WHEN IT IS CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OF AN OFFICER OR DIRECTOR OF THE CORPORATION. THIS POLICY WILL SUPPLEMENT BUT NOT REPLACE ANY APPLICABLE STATE AND FEDERAL LAWS GOVERNING CONFLICT OF INTEREST APPLICABLE TO NONPROFIT AND CHARITABLE ORGANIZATIONS. CONFLICT OF INTEREST FORMS ARE COMPLETED EACH YEAR BY BOARD MEMBERS. COMPLETED FORMS ARE REVIEWED BY THE HEAD OF SCHOOL AND ANY CONFLICTS ARE ADDRESSED BY THE BOARD PRESIDENT. FORM 990, PART VI, SECTION B, LINE 15A A SUBCOMMITTEE OF THE BOARD OF DIRECTORS RESEARCHES ITEMS TO BE INCLUDED IN THE EMPLOYMENT CONTRACT FOR THE HEAD OF SCHOOL. THE CONTRACT FOR THE CURRENT HEAD OF SCHOOL IS WITHIN INDUSTRY STANDARDS BASED ON GENERAL ONLINE RESEARCH THROUGH ZIPRECRUITER, SALARY.COM, GLASSDOOR, AND INDEED, AND DISCUSSIONS WITH OTHER EDUCATORS IN THE MARKET. AFTER DRAFTING THE CONTRACT, IT IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY MILWAUKEE JEWISH FEDERATION 237,881.