The Conservative Jewish Day School of Dallas Inc

Nonprofit profile at a glance

EIN
752714693
IRS 990 coverage
2011–2024
Forms available
Form 990 2024
Location
Dallas, TX, USA
Phone
9722483032
Rating
78
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Primary, Elementary Schools
Affiliation
Judaism

Official website

Reported finances

Revenue
$20,100,065
Expenses
$12,442,502
Assets
$30,021,686
Liabilities
$12,437,423

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

30 people listed

Executive titles in this filing

  • Julie Wilkofsky (President/Board Member)

Highest reported compensation

  • Tom Elieff (Head of School): $325,063 total reported compensation
  • Pauline Motts (Chief Financial Officer (end 1/25)): $149,558 total reported compensation
  • Yael Twito (Director of Advancement): $138,027 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Ann and Nate Levine Academy is an inclusive, dynamic, Jewish day school that fosters leadership, creativity, critical thinking, and Jewish values while empowering its students with integrity, self-confidence, and intellectual curiosity.

What it reported doing in 2024

The School's daycare and camp programs encourage the formation of friendships and discovery of interests, while providing an accommodating child care environment for the working parent. Auxiliary programs such as basketball, soccer, drama, music, chess, and art provide an inclusive, interscholastic environment for students to grow, be enriched, and develop their self-esteem.

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 100% 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.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 64
  • Transparency & Controls: 89
  • Accountability: 87
  • Sustainability: 71
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 52.4%; rating input score 52
  • Program expense ratio: 83.6%; rating input score 84
  • Fundraising efficiency: $23.47 raised per $1 spent on fundraising; rating input score 61; 61st percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
  • Pay-setting controls: 5 of 6 controls in place; rating input score 83
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Pass
    • Written employment contract: Pass
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 87%; rating input score 87; 19th percentile among comparable filings
  • Governance controls: 7 of 8 controls in place; rating input score 88
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 38.1%; rating input score 91; 91st percentile among comparable filings
  • Total-asset coverage ratio: 2.41; rating input score 68; 68th percentile among comparable filings
  • Liabilities to assets ratio: 0.41; rating input score 35; 35th percentile among comparable filings
  • Officer compensation ratio: 7.1%; rating input score 35; 35th percentile among comparable filings

Growth

  • Program expense growth: 6.2% per year; rating input score 100; 51st percentile among comparable filings
  • Revenue growth: 5.4% per year; rating input score 100; 47th percentile among comparable filings
  • Asset growth: 3.4% per year; rating input score 100; 25th percentile among comparable filings

Details

  • Where the money goes: 52.4% of revenue deployed · 83.6% of spending went to programs
  • Governance: 20 of 23 board members independent · 7 of 8 filing controls reported
  • Programs: 2 filed program accomplishments · $10.4M in reported program spending
  • Leadership: top reported pay $325K · 30 people listed · 5 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $860K reported
  • Consistency: 36 of 36 current checks pass
  • Schedules: 10 filed schedules · includes major donors and executive pay
  • Filing history: 14 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: 5 filed money-flow records
  • 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.

  • Review — Financial Efficiency: Mission deployment rate scored 52/100.
  • Review — Accountability: Governance controls: Form 990 shared with the board not reported.
  • Moderate — Sustainability: Liabilities to assets ratio scored 35/100.
  • Moderate — Sustainability: Officer compensation ratio scored 35/100.