BERNARD ZELL ANSHE EMET DAY SCHOOL… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

JEFFREY ESSER

Phone

7732811858

Tax Period

2024-07-01 to 2025-06-30

BERNARD ZELL ANSHE EMET DAY SCHOOL ENDOWMENT FUND, founded in 1999, is a community nonprofit that reported $4.2M in total revenue in fiscal year 2024. Revenue fell 83% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.9M, a strong 45% operating margin.

Mission

TO SUPPORT THE BERNARD ZELL ANSHE EMET DAY SCHOOL.

Program Service Accomplishments

Program 1

Expenses: $2,188,000

THE BERNARD ZELL ANSHE EMET DAY SCHOOL ENDOWMENT FUND EXCLUSIVELY SUPPORTS THE BERNARD ZELL ANSHE EMET DAY SCHOOL, AN EDUCATIONAL INSTITUTION WITH A CURRICULUM OF GENERAL AND JEWISH STUDIES.FROM...

THE BERNARD ZELL ANSHE EMET DAY SCHOOL ENDOWMENT FUND EXCLUSIVELY SUPPORTS THE BERNARD ZELL ANSHE EMET DAY SCHOOL, AN EDUCATIONAL INSTITUTION WITH A CURRICULUM OF GENERAL AND JEWISH STUDIES.FROM EARLY CHILDHOOD THROUGH MIDDLE SCHOOL, BERNARD ZELL ANSHE EMET DAY SCHOOL STRIVES TO INSPIRE STUDENTS TO LOVE LEARNING THROUGH INNOVATIVE TEACHING, HANDS-ON EXPLORATION, AND DISCOVERY. RIGOROUS GENERAL STUDIES AND COMPREHENSIVE JEWISH LEARNING ARE ALWAYS WRAPPED IN THE WARMTH AND VALUES OF A UNIQUE JEWISH COMMUNITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $20,626

Program Service Revenue $0

Investment Income $4,176,322

Other Revenue $0

TOTAL REVENUE $4,196,948

Expense Breakdown

Grants Paid $2,188,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,188,000

Other Expenses $99,470

TOTAL EXPENSES $2,287,470

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,196,948	$24,943,515	-0.8%
Expenses	$2,287,470	$1,199,221	+0.9%
Net Income	$1,909,478	$23,744,294	-0.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$690,611

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFFREY ESSER	PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHAEL LUFRANO	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ADAM DEWITT	SECRETARY/TREASURER	1.00	Director	$0	$0	$0
ANDREA GROSTERN	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW LUCAS	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL PUCKER	DIRECTOR	1.00	Director	$0	$0	$0
GARY WEISSERMAN	HEAD OF SCHOOL	1.00	Officer	$0	$63,317	$465,367
BARBARA VIJUK	SCHOOL CHIEF OPERATING OFFICER	1.00	Officer	$0	$18,230	$225,244

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$4,196,948	$2,287,470	$49,483,819	$1,909,478
2024	$24,943,515	$1,199,221	$46,044,632	$23,744,294
2023	$1,083,514	$30,383	$19,898,972	$1,053,131
2022	$3,877,966	$27,434	$17,647,430	$3,850,532
2021	$1,245,989	$26,200	$16,261,033	$1,219,789
2020	$1,594,330	$809,102	$12,841,121	$785,228
2019	$1,107,074	$1,340,298	$12,022,648	$-233,224
2018	$924,122	$757,997	$11,889,816	$166,125

BERNARD ZELL ANSHE EMET DAY SCHOOL ENDOWMENT FUND