2026-05-14T13:14:33-05:00 2025-06-30 411680240 SDK CPA 333 S 7TH ST SUITE 3000 MINNEAPOLIS MN 55402 990 2024-07-01 411522634 HAROLD AND MICKEY SMITH JEWISH ACADEMY HARO 9523813500 4330 S CEDAR LAKE RD MINNEAPOLIS MN 55416 KAREN HOPPE DIRECTOR OF FINANCE 9523813500 2026-05-05 1 0 WENDY HARDEN CPA P00956490 6123325500 2026-05-05 2024 2025-03-06 01:10:19Z X KAREN HOPPE 4330 SOUTH CEDAR LAKE ROAD MINNEAPOLIS MN 55416 15616600 0 X WWW.HJMDS.ORG X 1985 MN THE SMITH JEWISH ACADEMY (SJA) PROVIDES A JEWISH EDUCATION FOR KINDERGARTEN THROUGH EIGHTH GRADE. 15 15 0 50 53020 19826 2063179 10754239 4036491 4365713 155054 371958 56859 76676 6311583 15568586 1437005 1521469 0 0 3620028 3920644 0 0 968163 1809054 2165597 6866087 7607710 -554504 7960876 11888270 20054492 692469 651551 11195801 19402941 X SJA IS A JEWISH COMMUNITY DAY SCHOOL THAT CREATES LIFELONG LEARNERS WHERE EACH PERSON'S UNIQUE CONTRIBUTIONS ARE HONORED. WE ARE COMMITTED TO JEWISH VALUES, ACADEMIC EXCELLENCE, AND RESPECT FOR OTHERS.SJA BUILDS A VIBRANT JEWISH COMMUNITY (CONTINUED ON SCHEDULE O)(CONTINUED FROM PART III, LINE 1) DEDICATED TO EXPERIENTIAL LEARNING, MEANINGFUL CONNECTIONS, AND CRITICAL THINKING. WE EMPOWER INDIVIDUALS TO EMBRACE THEIR HERITAGE AND LEAD WITH PURPOSE. 0 0 5987024 1521469 4365713 SJA, A K8 INDEPENDENT SCHOOL, DELIVERS ACADEMIC EXCELLENCE THROUGH AN INTEGRATED CURRICULUM GROUNDED IN JEWISH VALUES. THE SCHOOL NURTURES STUDENTS TO BECOME LIFELONG LEARNERS, CRITICAL THINKERS, LEADERS, AND MENSCHES (INDIVIDUALS OF INTEGRITY AND GOOD CHARACTER). STUDENTS STRENGTHEN ACADEMIC SKILLS WHILE DEVELOPING JEWISH IDENTITY, ETHICAL DECISION-MAKING ABILITIES, AND GLOBAL COMPETENCY TO SUPPORT FUTURE SUCCESS. 5987024 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 1 14 0 1 0 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 1 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 1 0 MN X KAREN HOPPE 9523813510 4330 SOUTH CEDAR LAKE ROAD MINNEAPOLIS MN 55416 LYNNE REDLEAF DIRECTOR 1.00 X 0 0 0 ROBYN SCHEIN DIRECTOR 1.00 X 0 0 0 ERIN WERDE DIRECTOR 1.00 X 0 0 0 ESTHER GOLDBERG-DAVIS PRESIDENT 8.00 X X 0 0 0 DANIEL CHIAT DIRECTOR 1.00 X 0 0 0 GABE SEGAL TREASURER 4.00 X X 0 0 0 JANE KIRSHBAUM DIRECTOR 1.00 X 0 0 0 JOSHUA GEPNER DIRECTOR 1.00 X 0 0 0 ALAN CLINARD DIRECTOR 1.00 X 0 0 0 SYBIL DUNLOP SECRETARY 1.00 X X 0 0 0 ALEX FISHER DIRECTOR 1.00 X 0 0 0 TAMAR MARMOR DIRECTOR 1.00 X 0 0 0 NEIL MOSE-ZIRKES DIRECTOR 1.00 X 0 0 0 JODY RAPPAPORT VP-ADVANCEMENT 2.00 X X 0 0 0 MICHELE KAPLAN-CLINARD DIRECTOR 1.00 X 0 0 0 DAN AHLSTROM HEAD OF SCHOOL 40.00 X 211940 0 9168 JACKIE D SMITH GENERAL STUDIES DIR 40.00 X 104926 0 116 KIEL MAJEWSKI DEVELOPMENT DIR 40.00 X 111385 0 116 DAVID ACKERMAN JEWISH LIFE & HEBREW DIR 40.00 X 126887 0 116 555138 0 9516 4 0 1 0 0 291133 245042 10218064 10754239 SCHOOL TUITION 611710 4243546 4243546 FOOD SERVICE 485000 122167 122167 4365713 147736 147736 68676 0 68676 68676 68676 224222 0 224222 224222 224222 0 245042 48014 -48014 -48014 2994 0 2994 2994 NON-STUDENT FOOD SERVICE 611710 53020 53020 53020 15568586 4365713 53020 395614 1521469 1521469 224327 224327 3183692 2573864 259851 349977 245279 199807 19376 26096 267346 219391 20434 27521 5053 3042 1618 393 39231 23621 12559 3051 656815 141195 40893 474727 34341 17171 17170 120995 71961 45732 3302 103898 71482 24728 7688 448165 308337 106663 33165 12609 12609 64285 38571 25714 14 14 84676 55173 22506 6997 63908 43968 15210 4730 EDUCATIONAL STUDENT ACT 304182 304182 FOOD 100404 100404 SECURITY SERVICES 40854 28107 9723 3024 ENDOWMENT FUNDS ADMIN F 37400 37400 48767 40952 -2507 10322 7607710 5987024 652523 968163 690940 672046 358128 364906 2328504 8017972 306450 31909 186488 290520 1341836 1064020 299171 277816 7718589 10399323 11888270 20054492 42025 41424 242661 207011 407783 403116 692469 651551 X 1286633 2668310 9909168 16734631 11195801 19402941 11888270 20054492 7960876 246264 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 2044991 593106 265597 17037 2886657 1717542 102000 234398 8949 2044991 3270659 204000 162683 1911279 8521 1717542 2933410 604423 -90777 155708 20689 3270659 1895196 723706 517515 187684 15323 2933410 0.55047 0.44953 1 0 213914 121363 92551 1084922 942657 142265 43000 43000 277816 DUE FROM JEWISH COMMUNITY FOUNDATION 4521203 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 3580096 BELOW-MARKET RENT RECEIVABLE 2298024 10399323 ACCRUED PAYROLL LIABILITIES 403116 403116 X 14399566 246264 95571 -1558869 -1217034 15616600 -48014 -48014 15568586 6192426 95571 48014 143585 6048841 1558869 1558869 7607710 PART V, LINE 4: THE ENDOWMENT FUNDS ARE HELD FOR LONG-TERM GROWTH WHILE PRESERVING CAPITAL. ANY ASSETS IN EXCESS OF ORIGINAL GIFT BALANCES ARE CONSIDERED APPROPRIATED AND ARE FOR GENERAL OPERATIONS OF THE SCHOOL. PART X, LINE 2: FIN 48 (ASC 740) FOOTNOTE PER FINANCIAL STATEMENTS MANAGEMENT EVALUATED THE SCHOOL'S TAX POSITIONS AND CONCLUDED THAT THE SCHOOL HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF GUIDANCE RELATED TO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIPS -1,521,469. ENDOWMENT ADMIN FEE -37,400. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE - SPRING BENEFIT -42,986. FUNDRAISING EXPENSE - PLAY -5,028. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE - SPRING BENEFIT 42,986. FUNDRAISING EXPENSE - PLAY 5,028. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 1,521,469. ENDOWMENT ADMIN FEE 37,400. PART III TORAH SCROLLS THE ORGANIZATION HAS RECEIVED TWO TORAH SCROLLS THAT ARE CURRENTLY BEING KEPT FOR HISTORICAL PRESERVATION. TORAH SCROLLS ARE OF HISTORICAL IMPORTANCE TO AN EDUCATIONAL ORGANIZATION. 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL HAS NOT PUBLICIZED THEIR RACIALLY NONDISCRIMINATORY POLICY TO THE GENERAL PUBLIC DURING ENROLLMENT PERIODS. SCHEDULE E, PART I, LINE 4 LINE 4A SJA CURRENTLY MAINTAINS NO RECORDS REGARDING THE RACIAL COMPOSITION OF THE STUDENT BODY AND ADMINISTRATION. LINE 4B SJA DOES NOT MAINTAIN RECORDS DOCUMENTING THAT SCHOLARSHIPS OR OTHER FINANCIAL ASSISTANCE IS AWARDED ON A NONDISCRIMINATORY BASIS. LINE 4C SJA DOES NOT HAVE COPIES OF ALL MATERIALS PROVIDED TO THE PUBLIC REGARDING STUDENT ADMISSION, PROGRAMS AND SCHOLARSHIPS. SCHEDULE E, PART I, LINE 6 SJA RECEIVES FEDERAL FUNDING PROVIDED THROUGH THE ST. LOUIS PARK SCHOOL DISTRICT. SPRING BENEFIT 239020 239020 18746 5868 18372 PLAY 6022 6022 5028 245042 245042 18746 5868 23400 48014 -48014 1 TUITION ASSISTANCE 125 1521469 PART I, LINE 2: SJA CONTROLS HOW THE FUNDS ARE USED AS THE ORGANIZATION CREDITS TUITION ASSISTANCE AGAINST THE AMOUNT OF TUITION DUE FROM THE STUDENT. X 0 0 0 0 0 0 0 0 0 DAN AHLSTROM HEAD OF SCHOOL 211940 0 0 0 0 0 0 0 9168 0 221108 0 0 0 PART I, LINE 3 THE SCHOOL PROVIDES A DISCRETIONARY SPENDING ACCOUNT FOR DAN AHLSTROM, THE HEAD OF SCHOOL. THE DISCRETIONARY SPENDING ACCOUNT IS NOT REPORTED AS TAXABLE COMPENSATION. SHANNON AHLSTROM WIFE OF DAN AHLSTROM, HEAD OF THE SCHOOL SHANNON IS A TEACHER/EMPLOYEE OF THE SCHOOL 0 MICHELE KAPLAN-CLINARD ALAN CLINA BOARD MEMBERS MICHELE KAPLAN-CLINARD AND ALAN CLINARD ARE MARRIED AND BOTH MEMBERS OF THE BOARD. 0 FORM 990, PART VI, SECTION A, LINE 2 MICHELE KAPLAN-CLINARD AND ALAN CLINARD ARE MARRIED AND BOTH MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 8B COMMITTEES ACTING ON BEHALF OF GOVERNING BODY THE ORGANIZATION HAS NO COMMITTEES WITH THE ABILITY TO ACT ON THE GOVERNING BODY'S BEHALF. THE FINANCE, INVESTMENT, ENDOWMENT, AND BUILDING COMMITTEE'S ACT ONLY AS ADVISORY COMMITTEES TO THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990 A COPY OF THE TAX RETURN IS PROVIDED TO THE BOARD PRESIDENT AND THE TREASURER FOR REVIEW PRIOR TO FILING. UPON THEIR APPROVAL THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE ACKNOWLEDGES RECEIPT AND POSSIBLE DISCLOSURE OF ANY CONFLICTS OF INTEREST. ALSO, THE CHAIR OF THE BOARD MUST REPORT TO THE BOARD, AT A MINIMUM ON ANNUAL BASIS, A LISTING OF ALL CONFLICTS OF INTERESTED DISCLOSED TO IT, HOW SUCH CONFLICTS WERE MANAGED AND IDENTIFYING ALL CONFLICTS THAT WERE WAIVED. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF EMPLOYEES IS DETERMINED BY THE HEAD OF SCHOOL. THE HEAD OF SCHOOL CAN SEEK THE COUNSEL OF THE BOARD IN DETERMINING EMPLOYEE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 18 DISCLOSURE OF INFORMATION TO THE PUBLIC THE ORGANIZATION MAKES THE 990 AND 990-T AVAILABLE TO THE PUBLIC UPON REQUEST FORM 990, PART VI, SECTION C, LINE 19 DISCLOSURE OF INFORMATION TO THE PUBLIC THE ORGANIZATION MAKES THE FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST PART XII, LINE 2C NO CHANGES TO OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. MINNEAPOLIS JEWISH DAY SCHOOL FOUNDATION LLC 4330 CEDAR LAKE RD S MINNEAPOLIS MN 55416 392227972 TO RECEIVE, HOLD AND MANAGE INVESTMENTS MN -2005 2209 HAROLD & MICKEY SMITH JEWISH ACADEMY