Partnership for Excellence in Jewish Education

Legal name: Partnership for Excellence in Jewish Education Inc

Nonprofit profile at a glance

EIN
043365815
IRS 990 coverage
2009–2015
Official website data refreshed
Sep 2026
Forms available
Form 990 2015
Location
Boston, MA, USA
Phone
6173670001
Rating
73
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Alliance/Advocacy Organizations
Affiliation
Judaism

Official website

Reported finances

Revenue
$1,931,833
Expenses
$2,607,634
Assets
$850,879
Liabilities
$321,091

Source: IRS Form 990. Selected filing: tax year 2015. Amounts in USD.

Leadership & pay

15 people listed

Executive titles in this filing

  • AMY KATZ (CEO THROUGH APR15 (FORMER OFFICER))

Highest reported compensation

  • AMY KATZ (CEO THROUGH APR15 (FORMER OFFICER)): $296,366 total reported compensation
  • HARRY BLOOM (VP, RECRUITMENT AND RETENTION, ANNUAL CAMPAIGN): $224,783 total reported compensation
  • JILL GOLDENBERG (EXEC DIRECTOR START MAY15,): $188,230 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2015. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Peje believes that day schools are essential for fostering an engaged jewish people for an enduring jewish future. To flourish, jewish day schools must be destinations of choice for students, families, and philanthropic investment.

What it reported doing in 2015

Community initiatives - annual campaign and recruitment and retention -peje supported the cause of jewish day school sustainability through anumber of multi-school initiatives designed to help schools generateincremental tuition and fundraising revenues. Peje implemented the 18-month atidenu recruitment and retention program with matching enrollment funds by the avi chai foundation with 26 north american day schools. The focus of this program is to increase enrollment in entry grades by ten percent the year following program completion. Peje also implemented the 18-month governance & fundraising academy, co-funded by the avi chai foundation and an anonymous generous jewish day school supporter, in 11 north american schools. This program's objective is to increase annual fundraising by improving board governance and fundraising skills, specifically by increasing annual fundraising by ten percent the year following program completion. Seven small schools in small communities that are participating in the governance & fundraising academy will be eligible for up to $100,000 in matching funds following month twelve of the program, supported by a supplemental grant from a generous anonymous funder.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 91% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 82
  • Transparency & Controls: 74
  • Accountability: 77
  • Sustainability: 11
  • Growth: 40

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 78%; rating input score 78
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 93.3%; rating input score 93; 19th percentile among comparable filings
  • Pay-setting controls: 3 of 6 controls in place; rating input score 50
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Pass
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 65.4%; rating input score 65; 27th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 4 of 9 controls in place; rating input score 44
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: Pass
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -35%; rating input score 4; 4th percentile among comparable filings
  • Total-asset coverage ratio: 0.33; rating input score 18; 18th percentile among comparable filings
  • Liabilities to assets ratio: 0.38; rating input score 27; 27th percentile among comparable filings
  • Officer compensation ratio: 38.1%; rating input score 3; 3rd percentile among comparable filings

Growth

  • Program expense growth: -17.1% per year; rating input score 0; 7th percentile among comparable filings
  • Revenue growth: 1.8% per year; rating input score 100; 39th percentile among comparable filings
  • Asset growth: -33.5% per year; rating input score 0; 2nd percentile among comparable filings

Details

  • What they do: Mission, programs, and operating context captured from the official website.
  • Where the money goes: 100% of revenue deployed · 78% of spending went to programs
  • Governance: 10 of 10 board members independent · 4 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $2M in reported program spending
  • Leadership: top reported pay $296K · 15 people listed · 3 of 6 pay-setting controls reported
  • Consistency: 28 of 29 current checks pass · 1 finding to review
  • Schedules: 6 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 7 filing years from 2009 to 2015
  • Contacts: How to reach this organization
  • Money network: 7 filed money-flow records
  • Related organizations: 2 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Accountability: Governance controls: 4 of 8 not reported.
  • High — Sustainability: Operating margin scored 4/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 18/100.
  • High — Growth: Asset growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 3/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • High — Sustainability: Liabilities to assets ratio scored 27/100.