Civic Intelligence

Atlanta Jewish Academy Inc

EIN 58-1088687 • 501(c)3 • Atlanta, GA

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Profile

Yeshiva high school, inc. Operates a modern orthodox high school for children in grades 9-12, whose mission is to offer a well-rounded torah-based college preparatory education to young jewish men and women. Yeshiva atlanta embraces the ideals of ahavat yisrael, the love of all jews, and the significance of medinat yisrael, the state of israel.

5200 Northland DriveAtlanta, GA 30342

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

48th percentile

0.16x

Higher debt load relative to assets than 48% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

49th percentile

0.21x

Higher debt load relative to revenue than 49% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

12th percentile

-18%

Higher net margin than 12% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$212,142

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

11th percentile

-10%

Faster asset growth than 11% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

20th percentile

-9.1%

Faster revenue growth than 20% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets48th percentile

Assets

Down

$17,971,839

Down $2,017,141 (-10%) from 2023

Liabilities

Up

$2,795,622

Up $299,582 (+12%) from 2023

Net Assets

Down

$15,176,217

Down $2,316,723 (-13%) from 2023

Operations
Liabilities / Revenue49th percentileNet Margin12th percentile

Revenue

Down

$13,319,954

Down $1,329,048 (-9.1%) from 2023

Expenses

Up

$15,779,931

Up $502,243 (+3.3%) from 2023

Net Income

Down

-$2,459,977

Down $1,831,291 (-291%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth11th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2010: $1,648,272Liabilities 2010: $1,131,047Net Assets 2010: $517,2252010Assets 2011: $1,919,024Liabilities 2011: $1,170,464Net Assets 2011: $748,5602011Assets 2012: $1,018,062Liabilities 2012: $676,652Net Assets 2012: $341,4102012Assets 2013: $1,265,172Liabilities 2013: $633,879Net Assets 2013: $631,2932013Assets 2014: $1,514,929Liabilities 2014: $643,115Net Assets 2014: $871,8142014Assets 2015: $16,574,914Liabilities 2015: $4,856,073Net Assets 2015: $11,718,8412015Assets 2016: $19,362,111Liabilities 2016: $5,310,436Net Assets 2016: $14,051,6752016Assets 2017: $18,147,874Liabilities 2017: $5,372,415Net Assets 2017: $12,775,4592017Assets 2018: $21,890,663Liabilities 2018: $6,277,891Net Assets 2018: $15,612,7722018Assets 2019: $20,269,118Liabilities 2019: $5,750,044Net Assets 2019: $14,519,0742019Assets 2020: $21,195,762Liabilities 2020: $5,620,884Net Assets 2020: $15,574,8782020Assets 2021: $22,350,554Liabilities 2021: $4,636,723Net Assets 2021: $17,713,8312021Assets 2022: $20,461,102Liabilities 2022: $2,376,483Net Assets 2022: $18,084,6192022Assets 2023: $19,988,980Liabilities 2023: $2,496,040Net Assets 2023: $17,492,9402023Assets 2024: $17,971,839Liabilities 2024: $2,795,622Net Assets 2024: $15,176,2172024

Highlighted filing

2024

Assets$17,971,839
Liabilities$2,795,622
Net Assets$15,176,217
Open 2024 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $2,002,9872010Expenses 2011: $2,212,6132011Expenses 2012: $2,200,9682012Expenses 2013: $2,193,0282013Revenue 2014: $2,613,961Expenses 2014: $2,373,440Net Income 2014: $240,5212014Revenue 2015: $14,111,100Expenses 2015: $10,295,441Net Income 2015: $3,815,6592015Revenue 2016: $12,871,061Expenses 2016: $10,491,530Net Income 2016: $2,379,5312016Revenue 2017: $12,271,995Expenses 2017: $12,638,117Net Income 2017: -$366,1222017Revenue 2018: $15,616,501Expenses 2018: $12,774,509Net Income 2018: $2,841,9922018Revenue 2019: $12,985,154Expenses 2019: $14,078,696Net Income 2019: -$1,093,5422019Revenue 2020: $14,024,853Expenses 2020: $12,949,142Net Income 2020: $1,075,7112020Revenue 2021: $15,415,216Expenses 2021: $13,396,559Net Income 2021: $2,018,6572021Revenue 2022: $15,142,640Expenses 2022: $14,629,457Net Income 2022: $513,1832022Revenue 2023: $14,649,002Expenses 2023: $15,277,688Net Income 2023: -$628,6862023Revenue 2024: $13,319,954Expenses 2024: $15,779,931Net Income 2024: -$2,459,9772024

Highlighted filing

2024

Revenue$13,319,954
Expenses$15,779,931
Net Income-$2,459,977
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,971,839
Liabilities
$2,795,622
Net assets
$15,176,217
Revenue
$13,319,954
Expenses
$15,779,931
Net income
-$2,459,977
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$18.0$2.80$15.2$13.3$15.8$2.46
2023Detailed filing. Detailed filing data is available for this year.$20.0$2.50$17.5$14.6$15.3$0.63
2022Detailed filing. Detailed filing data is available for this year.$20.5$2.38$18.1$15.1$14.6$0.51
2021Detailed filing. Detailed filing data is available for this year.$22.4$4.64$17.7$15.4$13.4$2.02
2020Detailed filing. Detailed filing data is available for this year.$21.2$5.62$15.6$14.0$12.9$1.08
2019Detailed filing. Detailed filing data is available for this year.$20.3$5.75$14.5$13.0$14.1$1.09
2018Detailed filing. Detailed filing data is available for this year.$21.9$6.28$15.6$15.6$12.8$2.84
2017Detailed filing. Detailed filing data is available for this year.$18.1$5.37$12.8$12.3$12.6$0.37
2016Detailed filing. Detailed filing data is available for this year.$19.4$5.31$14.1$12.9$10.5$2.38
2015Detailed filing. Detailed filing data is available for this year.$16.6$4.86$11.7$14.1$10.3$3.82
2014Detailed filing. Detailed filing data is available for this year.$1.51$0.64$0.87$2.61$2.37$0.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.63$0.63$2.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.68$0.34$2.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.92$1.17$0.75$2.21
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.65$1.13$0.52$2.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$13,521,105
Mission and Program Overview

Mission

Atlanta jewish academy is a college preparatory, co-educational, preschool-12th grade, independent jewish day school, guided by modern orthodox values and principles. We embody the ideals of community, tradition, individual development and educational innovation. Atlanta jewish academy develops the whole person for college and life by fostering a love of torah, israel and all jewish people through an excellent secular and judaic education within an inclusive, nuturing community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$14,528,302$13,725,896▼ $802,406
Cash and Non-Interest-Bearing Accounts$3,673,183$2,724,734▼ $948,449
Investments in Publicly Traded Securities$691,430$740,116▲ $48,686
Accounts Receivable$128,688$322,112▲ $193,424
Prepaid Expenses and Deferred Charges$248,732$284,805▲ $36,073
Pledges and Grants Receivable$614,627$75,712▼ $538,915
Total Assets$19,988,980$17,971,839▼ $2,017,141
Other Assets Total$104,018$98,464▼ $5,554
Liabilities
Deferred Revenue$1,589,350$1,741,075▲ $151,725
Accounts Payable and Accrued Expenses$802,672$956,083▲ $153,411
Other Liabilities$104,018$98,464▼ $5,554
Total Liabilities$2,496,040$2,795,622▲ $299,582
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$16,319,547$14,102,488▼ $2,217,059
Net Assets With Donor Restrictions$1,173,393$1,073,729▼ $99,664
Total Net Assets Fund Balance$17,492,940$15,176,217▼ $2,316,723
Total Liabilities and Net Assets / Fund Balance$19,988,980$17,971,839▼ $2,017,141

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$11,828,364$13,659,915$25,488,279
Land$1,475,433-$1,475,433
Equipment$422,099$441,548$863,647
Other Land Buildings$0$267,859$267,859
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Helen HaneyCFO/COOFT$167,447$44,695$212,142
Franeen SarifExecutive DirectoFT$179,437$4,032$183,469
Steven LevittHead of SchoolFT$131,083$40,527$171,610
Susan MorayChief Advancement OfficerFT$134,918$10,406$145,324

Board Members and Trustees

NameTitle
Chanie SteinbergPresident
Daniel CohenVice President
Anita SteinTrustee
Barry BerkowitzTrustee
Davi KutnerTrustee
David FrankelTrustee
David WestermanTrustee
Dinah Afrah FarazmandTrustee
Edan ShapiroTrustee
Erin MermelsteinTrustee
Jodi FleisigTrustee
Joshua GuttmanTrustee
Nannette HerlandsTrustee
Sarah OsseyTrustee
Mandy Kaiser-bluethSecretary
Ben FlusbergTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Environmental Service Partners LLCJanitorial Services2251 CORPORATE PLAZA SUITE 150, Smyrna, GA 30080$269,406
Draco Group-3105 RIVERMONT PKWY, Alpharetta, GA 30022$211,554
Revenue and Support

Revenue Composition

Contributions and Grants
$1,628,454
Program Service Revenue
$11,558,732
Investment Income
$-6,466
Other Revenue
$139,234
All Other Contributions
$1,547,194
Change in Net Assets
$-2,459,977

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,312,037
Revenue Not Reported on Financial Statements
$7,917
Revenue Not Reported on Form 990
$-2,319,828
Total Revenue per Audited Statements
$10,992,209
Total Revenue per Form 990
$13,319,954
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$9,018,695
Other Expenses$4,228,013
Grants and Similar Amounts Paid$2,533,223
Total Fundraising Expense$337,388
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,048,493$1,290,639$57,550$7,396,682
Grants to Domestic Individuals$2,533,223--$2,533,223
Depreciation Depletion$850,488$226,797$56,699$1,133,984
Occupancy$840,997$224,266$56,066$1,121,329
Current Officers, Directors, Trustees, and Key Employees$61,289$520,952$30,644$612,885
Other Employee Benefits$404,878$120,049$5,844$530,771
Payroll Taxes$324,229$96,136$4,680$425,045
All Other Expenses$142,588$41,422$104,144$288,154
Insurance$156,072$41,619$10,405$208,096
Conferences and Meetings$104,902$31,104$1,514$137,520
Other Expenses$125,932--$125,932
Office Expenses$92,723$27,493$1,338$121,554
Fees for Services Other$13,329$53,317-$66,646
Pension Plan Contributions$40,667$12,058$587$53,312
Fees for Services Accounting$6,300$25,200-$31,500
Fees for Service Investment Mgmnt Fees--$7,917$7,917
Fees for Services Legal$1,206$4,824-$6,030
Total Functional Expenses$12,726,667$2,715,876$337,388$15,779,931

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$15,779,931
Expenses per Audited Statements$13,308,933
Total Expenses per Audited Statements$13,308,933
Expenses Not Reported on Financial Statements$2,470,998
Other Expense Adjustments$2,463,081
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$70,142
Fundraising Gross Income$70,142
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$110,472$57,505$57,505$0
Poker Night$6,313$6,313$9,394$-3,081
Total Events$151,402$70,142$70,142$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$98,464
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1A

“Governing documents disclosure explanation the return and other documents are made available upon request to the business office.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the finance committee and approved by the finance committee, then forwarded to the board for review and final approval.”

Form 990, Part VI, Section B, Line 12C

“We monitor and enforce this by reviewing the annual disclosure forms submitted by covered persons, and in compiling and maintaining a list of potentially conflicted entities and individuals. Proposed transactions can then be matched against the list as a means of identifying possible conflicts. We have no conflicts of interest and have not had any.”

Form 990, Part VI, Section B, Line 15

“Head of school compensation is determined by the board. Key employees' compensation is approved by the head of school. Compensation is compared to sais salaries.”

Form 990, Part VI, Section C, Line 19

“The return and other documents are made available upon request to the business office.”

Filing and Contact Details

Filer

Filer Name
Atlanta Jewish Academy Inc
EIN
58-1088687
Phone
4048439900
Address
5200 NORTHLAND DRIVE, ATLANTA, GA 30342

Signing Officer

Name
Helen Haney
Title
CFO/COO
Phone
4048439900
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Franeen Sarif
Formed
2014
Legal Domicile
Ga
Voting Board Members
16
Independent Board Members
16
Employees
186
Volunteers
30

Preparer

Firm
Cri Advisors LLC
Address
4004 SUMMIT BLVD NE SUITE 800, ATLANTA, GA 30319
Preparer
Pamela D Hardister CPA
Phone
7703948000
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Under section 501(c)(3) of the internal revenue code, the academy is exempt from taxes on income other than unrelated business income. The academy had no unrelated business income for the years ended june 30, 2024 and 2023. The academy utilizes the accounting requirements associated with uncertainty in income taxes using the provisions of financial accounting standards board (fasb) asc 740, income taxes. Using that guidance, tax positions initially need to be recognized in the financial statements when it is more-likely-than-not the positions will be sustained upon examination by the tax authorities. It also provides guidance for derecognition, classification, interest and penalties, accounting in interim periods, disclosure and transition. As of june 30, 2024 and 2023, the academy has no uncertain tax positions that qualify for recognition or disclosure in the financial statements.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Tuition assistance -2,533,223. Special event exp 70,142.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Tuition assistance 2,533,223. Special event exp -70,142.”

Raw XML AppendixShowing 400 of 661 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0ATLANTA JEWISH ACADEMY IS A COLLEGE PREPARATORY, CO-EDUCATIONAL, PRESCHOOL-12TH GRADE, INDEPENDENT JEWISH DAY SCHOOL, GUIDED BY MODERN ORTHODOX VALUES AND PRINCIPLES. WE EMBODY THE IDEALS OF COMMUNITY, TRADITION, INDIVIDUAL DEVELOPMENT AND EDUCATIONAL INNOVATION. ATLANTA JEWISH ACADEMY DEVELOPS THE WHOLE PERSON FOR COLLEGE AND LIFE BY FOSTERING A LOVE OF TORAH, ISRAEL AND ALL JEWISH PEOPLE THROUGH AN EXCELLENT SECULAR AND JUDAIC EDUCATION WITHIN AN INCLUSIVE, NUTURING COMMUNITY.
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IRS990/Desc0OUR EDUCATIONAL OFFERINGS INCLUDE GENERAL STUDIES, A RIGOROUS CURRICULUM WHICH INCLUDES LANGUAGE ARTS, MATHEMATICS, SCIENCE AND SOCIAL STUDIES. CRITICAL THINKING, INTELLECTUAL CURIOSITY AND A LOVE OF LEARNING ARE MAJOR OBJECTIVES. OUR CHILDREN ARE CHALLENGED TO ACHIEVE THEIR POTENTIAL AND THEN GO FURTHER. THE JUDAIC TEACHINGS AND PRACTICES OF OUR SCHOOL ADHERE TO A TRADITIONAL INTERPRETATION OF LAWS AND CUSTOMS. WE TEACH THE CLASSICAL JEWISH IN THEIR ORIGINAL LANGUAGES, INSPIRING OUR STUDENTS AND GROUNDING THEM IN MORALS AND ETHICS. THE HISTORICAL AND RELIGIOUS IMPORTANCE OF THE STATE OF ISRAEL IS CENTRAL TO OUR TEACHING, PROGRAMS AND PHILOSOPHY. OUR STUDENTS DEVELOP A STRONG CONNECTION TO ISRAEL AND ITS PEOPLE. THEY UNDERSTAND AND CONVERSE IN THE MODERN HEBREW LANGUAGE. WE BELIEVE THAT THE IDEALS AND DEMOCRATIC PRINCIPLES OF THE UNITED STATES OF AMERICA ARE FUNDAMENTAL TO OUR LIVES AS AMERICAN JEWS.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE DIRECTO
IRS990/Form990PartVIISectionAGrp/TitleTxt17HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt18CFO/COO
IRS990/Form990PartVIISectionAGrp/TitleTxt19CHIEF ADVANCEMENT OFFICER
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IRS990/MissionDesc0ATLANTA JEWISH ACADEMY IS A COLLEGE PREPARATORY, CO-EDUCATIONAL, PRESCHOOL-12TH GRADE, INDEPENDENT JEWISH DAY SCHOOL, GUIDED BY MODERN ORTHODOX VALUES AND PRINCIPLES. WE EMBODY THE IDEALS OF COMMUNITY, TRADITION, INDIVIDUAL DEVELOPMENT AND EDUCATIONAL INNOVATION. ATLANTA JEWISH ACADEMY DEVELOPS THE WHOLE PERSON FOR COLLEGE AND LIFE BY FOSTERING A LOVE OF TORAH, ISRAEL AND ALL JEWISH PEOPLE THROUGH AN EXCELLENT SECULAR AND JUDAIC EDUCATION WITHIN AN INCLUSIVE, NUTURING COMMUNITY.
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