2025-05-05T16:03:20-05:00 2024-06-30 341900735 CBIZ ADVISORS LLC 2255 GLADES ROAD SUITE 321A BOCA RATON FL 33431 990 2023-07-01 651129890 DONNA KLEIN JEWISH ACADEMY INC DONN 5618523300 9701 DONNA KLEIN BOULEVARD BOCA RATON FL 33428 NORMA BROWN CHIEF FINANCIAL OFFICER 5618523300 2025-05-02 1 0 MICHAEL FISHER P01243324 5619945050 2025-04-24 2023 2025-03-06 01:10:19Z DANA STRONG 9701 DONNA KLEIN BOULEVARD BOCA RATON FL 33428 26579882 0 X WWW.DKJA.NET 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. 18 18 191 8 0 0 1578636 4292585 19666313 21256076 22008 146537 -12404 8778 21254553 25703976 3922260 3905666 0 0 10383312 10752729 0 0 324219 5306255 6161703 19611827 20820098 1642726 4883878 16239560 21738604 8943006 9918412 7296554 11820192 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 12747148 3124533 14507386 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. 2731532 781133 3108726 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. 546306 DKJA OFFERS VARIOUS EXTRACURRICULAR PROGRAMS DESIGNED TO ENRICH STUDENTS' ACADEMIC, SOCIAL, AND EMOTIONAL DEVELOPMENT, INCLUDING SPORTS AND SIGNATURE PROGRAMS. THIS PROVIDES STUDENTS WITH OPPORTUNITIES TO DEVELOP THEIR INTERESTS AND TALENTS OUTSIDE OF TRADITIONAL CLASSROOM SETTINGS. 1. ATHLETIC PROGRAM: ESTABLISHED COMPETITIVE SPORTS TEAMS THAT REGULARLY PARTICIPATE IN INTER-SCHOOL LEAGUES, TEACHING TEAMWORK, DISCIPLINE, AND RESILIENCE. 2. SIGNATURE PROGRAMS: SIGNATURE PROGRAMS INCLUDE PRE-MEDICAL, PRE-LEGAL, PRE-ENGINEERING, LEADERSHIP ACADEMY, ENTREPRENEURIAL, AND ARTS ACADEMY. 713212 3663035 VARIOUS OTHER PROGRAMS & SERVICES 713212 3663035 16738198 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 42 0 1 191 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 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 TRUSTEE 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 TREASURER 1.00 X 0 0 0 BOB PEARLMAN TRUSTEE 1.00 X 0 0 0 DANA STRONG PRESIDENT 1.00 X 0 0 0 TREVOR HIER TRUSTEE 1.00 X 0 0 0 HELENA LEVINE HEAD OF SCHOOL 45.00 X 326525 0 29896 NORMA BROWN CHIEF FINANCIAL OFFICER 40.00 X 133268 0 31494 JOAN SILVERMAN ASSOCIATE HEAD OF SCHOOL 40.00 X 118392 0 31377 STEPHANIE BLOOM-WASHOFSKY MS PRINCIPAL 40.00 X 138385 0 0 SHERRYL STEINBERG DIRECTOR OF INSTITUTIONAL ADV. 40.00 X 124678 0 11938 STEVEN SENFT BARRAGAN DIRECTOR OF DEVELOPMENT 40.00 X 103381 0 3543 944629 0 108248 6 0 1 0 REGIONS BANK PO BOX 11301 BIRMINGHAM AL 35302 EDUCATIONAL SUPPLIES 832374 MUTUAL OF AMERICA 1150 BROKEN SOUND PARKWAY 3RD FLOOR BOCA RATON FL 33487 403B LOAN AND PAYROLL 427673 VERITY PARTNERS 1515 SOUTH FEDERAL HWY STE 308 BOCA RATON FL 33432 COMPUTER SYSTEM MAINTENANCE 339032 METEOR EDUCATION LLC PO BOX 945519 ATLANTA GA 30394 CLASSROOM FURNITURE 193490 EDUCATIONAL ENCOUNTERS INTERNATIONAL INC 110 CHESTNUT RIDGE RD 228 MONTVALE NJ 07645 TRAVEL AGENCY 178940 7 690044 3602541 4292585 TUITION AND FEES 611110 20724837 20724837 STUDENT ACTIVITIES 611110 531239 531239 21256076 147694 147694 759261 760418 -1157 -1157 -1157 101195 115488 -14293 -14293 23071 0 23071 23071 25703976 21279147 0 132244 X 3905666 3905666 521182 396098 99025 26059 8676129 6500217 2006243 169669 908985 591630 306280 11075 646433 485217 146429 14787 78093 78093 233462 233462 618919 414251 193472 11196 60781 51843 8938 207342 134491 65813 7038 1668710 1561288 104915 2507 23853 23765 88 316557 234252 75974 6331 52471 38829 12593 1049 FOOD 1167279 1064233 90452 12594 CLASSROOM SUPPLIES 292262 263502 28208 552 CONTRACT INSTRUCTORS & 280872 265786 13536 1550 FIELD TRIPS 242846 242846 0 0 918256 616127 251343 50786 20820098 16738198 3757681 324219 3450 2500 6551266 7503677 2480 1158799 148021 111706 93104 131143 319923 254060 4352141 1603117 2274020 2749024 4269689 6527191 2577607 3300504 16239560 21738604 1985637 2159524 4217127 4953596 2740242 2805292 8943006 9918412 X 5929371 8103918 1367183 3716274 7296554 11820192 16239560 21738604 X 4883878 153163 10000 -523403 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1613446 110120 1723566 1503118 45000 65328 1613446 1644264 22500 -163646 1503118 1468508 5000 170756 1644264 1451728 65903 49123 1468508 1.00000 0 1 1 1145024 1145024 1219841 901144 318697 1228162 398928 829234 759114 303045 456069 2749024 INVESTMENTS 5081919 C DEFERRED COMPENSATION PLAN 129108 C RESTRICTED FOR LONG TERM INVESTMENT 1316164 C 6527191 RIGHT OF USE ASSETS - OPERATING LEASES 2252709 RIGHT OF USE ASSETS - FINANCE LEASES 248795 OTHER ASSETS 5000 CASH RESTRICTED FOR CAMPUS ENHANCEMENTS AND IMPROVEMENTS 494000 CASH RESTRICTED FOR LONG-TERM TUITION ASSISTANCE INITIATIVES 300000 3300504 DEFERRED COMPENSATION PLAN 129108 LEASE LIABILITIES - OPERATING LEASES 2252709 LEASE LIABILITIES - FINANCE LEASES 255280 GRANT REFUND PAYABLE 143698 REFUNDABLE GRANT ADVANCE 24497 2805292 X 22733849 153163 666150 125488 944801 21789048 3914928 3914928 25703976 18210211 666150 638891 1305041 16905170 3914928 3914928 20820098 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, 2024, 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 115,488. IN-KIND CONTRIBUTIONS 10,000. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,184,686. TUITION REIMBURSEMENTS 1,720,980. ADMINISTRATION FEE 9,262. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 115,488. PROVISION FOR UNCOLLECTIBLE RECEIVABLES 138,403. PROVISION FOR CONTRIBUTION RECEIVABLE 385,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 2,184,686. TUITION REIMBURSEMENTS 1,720,980. ADMINISTRATION FEE 9,262. PART XII, LINE 4B FINANCIAL AID TOTALING $2,184,686 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 $1,720,980 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 $115,488 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 INCREASED BY $138,403 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 101195 101195 115488 101195 101195 115488 115488 -14293 1 SCHOLARSHIPS/FINANCIAL AID/TUITION DISCOUNTS 235 3905666 N/A N/A X 0 0 0 0 0 0 0 0 0 HELENA LEVINE HEAD OF SCHOOL 326525 0 0 0 0 0 29896 0 0 0 356421 0 0 0 NORMA BROWN CHIEF FINANCIAL OFFICER 133268 0 0 0 0 0 29892 0 1602 0 164762 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 135,127. MANAGEMENT AND GENERAL EXPENSES 43,825. FUNDRAISING EXPENSES 3,652. TOTAL EXPENSES 182,604. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 279,124. MANAGEMENT AND GENERAL EXPENSES 90,527. FUNDRAISING EXPENSES 7,544. TOTAL EXPENSES 377,195. MAINTENANCE AGREEMENTS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 59,120. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 59,120. FORM 990, PART XI, LINE 9: CHANGE IN ALLOWANCE FOR BAD DEBTS -138,403. CHANGE IN CONTRIBUTION RECEIVABLE -385,000. 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 305444 BASED ON ANNUAL ALLOCATION JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY K 1292156 PER LEASE AGREEMENT JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY Q 1482240 CASH DISBURSEMENTS