2026-06-04T14:13:26-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-07-01 620694534 AKIVA SCHOOL AKIV 6153561880 809 PERCY WARNER BLVD NASHVILLE TN 37205 SAUL SOLOMON PRESIDENT 6153561880 2026-06-04 1 1 KERRI N BOGDA P00760402 7177404863 2026-06-04 2024 2025-03-06 01:10:19Z SAUL SOLOMON 809 PERCY WARNER BLVD NASHVILLE TN 37205 3678049 0 X WWW.AKIVANASHVILLE.NET X 1954 TN A PRIVATE JEWISH DAY SCHOOL WHICH PROVIDES ACADEMIC AND JUDAIC STUDIES FOR K-6. 15 15 49 25 0 0 1974803 1331440 1866295 2201203 113996 145406 -9256 0 3945838 3678049 447905 627050 0 0 1745767 2103410 0 0 143479 817004 961198 3010676 3691658 935162 -13609 6312161 5770327 1149526 518557 5162635 5251770 X AT AKIVA, WE PURSUE EXCELLENCE, FOSTER CRITICAL INQUIRY, AND INSPIRE INFORMED JEWISH LIVING. WE BELIEVE IN, PROMOTE, AND EXPECT ACADEMIC EXCELLENCE IN OUR GENERAL STUDIES AND JEWISH STUDIES CURRICULUM. OUR EDUCATIONAL PROGRAM INCORPORATES THE BEST OF WHAT STUDENTS NEED TO KNOW FOR FUTURE SUCCESS AND, MORE IMPORTANTLY, WHAT THEY CAN DO WITH THAT KNOWLEDGE. WE BELIEVE IT'S NOT ENOUGH TO LEARN FACTS, CONCEPTS, VOCABULARY, AND IDEAS - WE EXPECT OUR STUDENTS TO USE THAT KNOWLEDGE FOR SOLVING PROBLEMS, REFINING IDEAS, AND COMMUNICATING EFFECTIVELY THROUGH RICH AND MEANINGFUL PROJECTS! 0 0 3026768 627050 2201203 AKIVA SCHOOL IS A PRIVATE JEWISH DAY SCHOOL WHICH PROVIDES ACADEMIC AND JUDAIC STUDIES FOR KINDERGARTEN THROUGH 6TH GRADE STUDENTS. 122 STUDENTS WERE ENROLLED DURING THE 2024-2025 SCHOOL YEAR, OF WHICH 52 RECEIVED FINANCIAL AID. 3026768 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 49 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X JUDY ALPERIN 6153561880 809 PERCY WARNER BLVD NASHVILLE TN 37205 SAUL SOLOMON PRESIDENT 5.00 X X 0 0 0 MOSHE WERTHAN PRESIDENTIAL APPOINTEE 10.00 X X 0 0 0 ELLEN LEVITT SECRETARY 2.00 X X 0 0 0 PAM KELNER VICE PRESIDENT 2.00 X X 0 0 0 PHIL SHMERLING TREASURER 2.00 X X 0 0 0 DAVID HELLER DIRECTOR 1.00 X 0 0 0 LARRY HYATT DIRECTOR 1.00 X 0 0 0 DIDI BIESMAN DIRECTOR 1.00 X 0 0 0 JEREMY LANDA DIRECTOR 1.00 X 0 0 0 MOISES PAZ DIRECTOR 1.00 X 0 0 0 JON POSTER DIRECTOR 1.00 X 0 0 0 RABBI LAURIE RICE DIRECTOR 1.00 X 0 0 0 IRIS ROTKER DIRECTOR 1.00 X 0 0 0 JENNIFER FLEISCHER DIRECTOR 1.00 X 0 0 0 GORDON SIEBERT DIRECTOR 1.00 X 0 0 0 DANIELLA PRESSNER HEAD OF SCHOOL 40.00 X 159707 0 12509 BECKY GUNN JEWISH FEDERATION'S CFO 8.00 X 0 0 0 159707 0 12509 1 0 1 0 0 1331440 24431 1331440 TUITION AND FEES 611600 2138129 2138129 MISC SCHOOL ACTIVITIES 900099 63074 63074 2201203 145406 145406 3678049 2201203 0 145406 627050 627050 192991 63687 65617 63687 1574307 1338088 176037 60182 19283 17781 1502 182974 149299 23189 10486 133855 106629 18102 9124 152 152 112609 112609 6351 6351 80815 25196 55619 63789 22037 41752 230764 230764 184023 184023 32345 32345 SHLICHIM EXPENSES 112461 112461 EDUC. SUPPLIES & TEXTBO 54334 54334 STAFF DEV./RECRUITMENT 39365 26666 12699 PTFA FEES EXPENSE 25275 25275 18915 11133 7782 3691658 3026768 521411 143479 122843 133586 916031 301270 453851 181059 41290 26399 22739 7839 5403064 3579898 1567006 1823166 2443401 2552008 745000 745000 6312161 5770327 433382 44441 631144 389116 85000 85000 1149526 518557 X 2551043 3179693 2611592 2072077 5162635 5251770 6312161 5770327 -13609 102744 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2442843 20150 224842 136385 0 0 2551450 2109760 146363 186720 0 0 0 2442843 1323877 673863 112020 0 0 0 2109760 1291843 142377 -110343 0 0 0 1323877 653557 461476 176810 0 0 0 1291843 0.57000 0.29000 0.14000 1 0 4617767 3019378 1598389 778297 559178 219119 7000 1342 5658 1823166 REAL ESTATE HELD FOR INVESTMENT 745000 745000 SPLIT INTEREST AGREEMENT 85000 85000 X 3147392 102744 -633401 -530657 3678049 0 3678049 3058257 0 3058257 633401 633401 3691658 PART V, LINE 4: THE FUNDS ARE USED TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE. PART X, LINE 2: MANAGEMENT PERFORMS AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE SCHOOL'S INCOME TAX RETURN TO DETERMINE WHETHER THE INCOME TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS PERFORMED ITS EVALUATION OF ALL INCOME TAX POSITIONS TAKEN ON ALL OPEN INCOME TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. ACCORDINGLY, THERE WERE NO PROVISIONS FOR INCOME TAXES, PENALTIES OR INTEREST RECIEVABLE OR PAYABLE RELATING TO UNCERTAIN INCOME TAX POSITIONS IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES -6,351. TUITION SCHOLARSHIPS AND DISCOUNTS -627,050. PART XII, LINE 4B - OTHER ADJUSTMENTS: TUITION SCHOLARSHIPS AND DISCOUNTS 627,050. INVESTMENT EXPENSES 6,351. 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 AKIVA SCHOOL WEBSITE STATES THAT THE SCHOOL IS "OPEN TO ALL CHILDREN WITH AT LEAST ONE JEWISH PARENT." THE POLICY ALSO APPEARS IN THE CONTRACT. THE POLICY DOES NOT APPEAR ELSEWHERE. 1 TUITION ASSISTANCE/DISCOUNTS 65 627050 FAIR MARKET VALUE FINANCIAL ASSISTANCE IN THE FORM OF SCHOLARSHIPS AND DISCOUNTS PART I, LINE 2: PARENTS SUBMIT THEIR FINANCIAL INFORMATION AS WELL AS THEIR REQUEST FOR TUITION ASSISTANCE THROUGH SCHOOL & STUDENT SERVICES (NAIS.ORG). THE WEBSITE THEN PROCESSES THEIR APPLICATION AND RECOMMENDS AN AMOUNT THAT THEY THINK THE PARENTS CAN AFFORD TO PAY. THAT INFORMATION IS THEN TAKEN FOR REVIEW TO AN ANONYMOUS TUITION ASSISTANCE COMMITTEE THAT WILL MAKE ITS FINAL RECOMMENDATION. HOWEVER, THE HEAD OF SCHOOL HAS SOME FLEXIBILITY TO MAKE ADJUSTMENTS AS NECESSARY TO THESE NUMBERS AS WELL. X 0 0 0 0 0 0 0 1 0 DANIELLA PRESSNER HEAD OF SCHOOL 158624 0 1083 0 0 0 5258 0 7251 0 172216 0 0 0 PART I, LINE 7 BONUSES ARE DETERMINED BY THE BOARD PRESIDENT. FORM 990, PART VI, SECTION A, LINE 1A AKIVA SCHOOL HAS AN EXECUTIVE COMMITTEE THAT HAS BROAD AUTHORITY TO MAKE DECISIONS. THE COMMITTEE IS COMPOSED OF THE PRESIDENT, VICE PRESIDENT, TREASURER, SECRETARY, AND ONE PRESIDENTIAL APPOINTEE. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE BOARD PRESIDENT, JEWISH FEDERATION CEO, AND JEWISH FEDERATION CFO. THE FULL 990 IS SENT TO THE BOARD PRIOR TO THE FILING WITH IRS. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES AND BOARD MEMBERS ARE EXPECTED TO AVOID CONFLICTS OF INTEREST AT ALL TIMES. AKIVA RECOGNIZES THE RIGHT OF EMPLOYEES TO ENGAGE IN ACTIVITIES OUTSIDE OF THEIR EMPLOYMENT THAT ARE OF A PRIVATE NATURE AND UNRELATED TO SCHOOL BUSINESS. A CONFLICT OF INTEREST OCCURS WHEN AN EMPLOYEES OR BOARD MEMBER'S PERSONAL OR FINANCIAL INTERESTS INTERFERE WITH, OR APPEAR TO INTERFERE WITH, HIS OR HER DUTIES AND RESPONSIBILITES TO AKIVA. SOMETIMES CONFLICTS OF INTEREST WILL DEVELOP ACCIDENTALLY OR UNEXPECTEDLY. IF THIS HAPPENS, ANY PERSON HAVING KNOWLEDGE OF THE SITUATION MUST REPORT THE MATTER DIRECTLY TO THE DEPARTMENT SUPERVISOR OR THE HEAD OF SCHOOL. THE ORGANIZATION ASKS AND FOLLOWS UP ON ANY POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD CHAIR DURING THE RECRUITMENT OF THE HEAD OF SCHOOL SOUGHT COMPARATIVE DATA FROM RAVSAK AND PEJE REGARDING PAY LEVELS FOR THE POSITION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.