The Conservative Jewish Day School of Dallas Inc (EIN 752714693) - Form 990 Financial Analysis & Trantor Score

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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

1997

Legal Domicile

Principal Officer

Tom Elieff

Phone

9722483032

Tax Period

2024-07-01 to 2025-06-30

The Conservative Jewish Day School of Dallas Inc, founded in 1997, is a mid-sized nonprofit in the Education sector that reported $20.1M in total revenue in fiscal year 2024. Revenue surged 75% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7.7M, a strong 38% operating margin.

Mission

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

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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 $10,058,981

Program Service Revenue $9,753,176

Investment Income $259,852

Other Revenue $28,056

TOTAL REVENUE $20,100,065

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,667,613

Fundraising Expenses $428,620

Program Expenses $10,399,218

Other Expenses $3,774,889

TOTAL EXPENSES $12,442,502

Year-over-Year Comparison

	2024	2023	Change
Revenue	$20,100,065	$11,515,893	+0.7%
Expenses	$12,442,502	$11,890,044	+0.0%
Net Income	$7,657,563	$-374,151	-21.5%

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

236

Volunteers

115

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

$474,621

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Julie Wilkofsky	President/Board Member	2.00	Officer Director	$0	$0	$0
Andrea Steiger	Secretary/Board Member	2.00	Officer Director	$0	$0	$0
Neal Rothstein	VP Finance/Board Member	2.00	Officer Director	$0	$0	$0
Teresa Rosenfield	Finance Co-Chair/Board Member	2.00	Officer Director	$0	$0	$0
Brad Behringer	VP Development/Board Member	2.00	Officer Director	$0	$0	$0
Nili Bueckert	Board Member	2.00	Director	$0	$0	$0
Michael Cohen	Board Member	2.00	Director	$0	$0	$0
Sarah Davis	Board Member	2.00	Director	$0	$0	$0
Dan Gold	Board Member	2.00	Director	$0	$0	$0
Roy Greenberg	Board Member	2.00	Director	$0	$0	$0
Hylton Jonas	Board Member	2.00	Director	$0	$0	$0
Emily Kern	Board Member	2.00	Director	$0	$0	$0
Mark Kreditor	Board Member	2.00	Director	$0	$0	$0
Nate Levine	Board Member	2.00	Director	$0	$0	$0
Emily Luskey	Board Member	2.00	Director	$0	$0	$0
Mike Nilevsky	Board Member	2.00	Director	$0	$0	$0
Tina Orlowski	Board Member	2.00	Director	$0	$0	$0
Nilly Ovadia	Board Member	2.00	Director	$0	$0	$0
Risha Kopel Reiman	Board Member	2.00	Director	$0	$0	$0
Shana Staub	Board Member	2.00	Director	$0	$0	$0
Jennifer Tonini	Board Member	2.00	Director	$0	$0	$0
Sandra Veeder	Board Member	2.00	Director	$0	$0	$0
Michael Zimmermann	Board Member	2.00	Director	$0	$0	$0
Tom Elieff	Head of School	40.00	Officer	$281,640	$43,423	$325,063
Pauline Motts	Chief Financial Officer (end 1/25)	40.00	Officer	$122,710	$26,848	$149,558
Dawn Hooper	Chief Financial Officer Interim (2/25 - 5/25)	40.00	Officer	$0	$0	$0
Ramon Suarez	Chief Financial & Operations Officer (began 5/25)	40.00	Officer	$0	$0	$0
Yael Twito	Director of Advancement	40.00	Highest	$134,415	$3,612	$138,027
Liz Lawlor	K-8 Principal	40.00	Highest	$114,607	$21,816	$136,423
Feivel Rubinstein	Director of Jewish Life and Learning	40.00	Highest	$113,942	$17,223	$131,165

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	$20,100,065	$12,442,502	$30,021,686	$7,657,563
2024	$11,515,893	$11,890,044	$21,117,209	$-374,151
2023	$12,578,975	$13,197,656	$21,543,278	$-618,681
2022	$11,676,085	$12,008,562	$20,417,946	$-332,477
2021	$11,313,522	$10,698,426	$20,121,364	$615,096
2020	$10,986,233	$10,860,006	$15,779,558	$126,227
2019	$10,134,023	$10,065,156	$15,807,621	$68,867
2018	$8,345,453	$8,468,759	$15,400,160	$-123,306

The Conservative Jewish Day School of Dallas Inc