Civic Intelligence

Brandeis School of San Francisco

EIN 94-1558659 • 501(c)3 • San Francisco, CA

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Profile

The brandeis school of san francisco inspires students to lead lives of learning and purpose. We provide a challenging academic environment and a welcoming, inclusive community, each deeply enriched by jewish thought, values, and traditions.

655 Brotherhood WaySan Francisco, CA 94132

www.sfbrandeis.org

Siviq Scores

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

Liabilities / Assets

77th percentile

0.56x

Higher debt load relative to assets than 77% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.87x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

53rd percentile

5.3%

Higher net margin than 53% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

86th percentile

$589,262

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

54th percentile

6.3%

Faster asset growth than 54% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

16%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$29,603,795

Up $1,744,361 (+6.3%) from 2023

Liabilities

Down

$16,638,916

Down $51,744 (-0.3%) from 2023

Net Assets

Up

$12,964,879

Up $1,796,105 (+16%) from 2023

Operations
Liabilities / Revenue76th percentileNet Margin53rd percentile

Revenue

Up

$19,222,806

Up $2,611,500 (+16%) from 2023

Expenses

Up

$18,204,853

Up $2,170,206 (+14%) from 2023

Net Income

Up

$1,017,953

Up $441,294 (+77%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth54th percentile

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

$60M$40M$20M$0Assets 2010: $36,942,204Liabilities 2010: $23,362,432Net Assets 2010: $13,579,7722010Assets 2011: $39,259,985Liabilities 2011: $25,167,694Net Assets 2011: $14,092,2912011Assets 2012: $38,901,045Liabilities 2012: $25,420,430Net Assets 2012: $13,480,6152012Assets 2013: $40,066,706Liabilities 2013: $25,443,600Net Assets 2013: $14,623,1062013Assets 2014: $39,809,349Liabilities 2014: $24,123,372Net Assets 2014: $15,685,9772014Assets 2015: $35,660,099Liabilities 2015: $20,910,381Net Assets 2015: $14,749,7182015Assets 2016: $30,644,828Liabilities 2016: $20,089,240Net Assets 2016: $10,555,5882016Assets 2017: $24,386,691Liabilities 2017: $14,321,335Net Assets 2017: $10,065,3562017Assets 2018: $22,166,931Liabilities 2018: $14,023,334Net Assets 2018: $8,143,5972018Assets 2019: $21,869,645Liabilities 2019: $14,467,759Net Assets 2019: $7,401,8862019Assets 2020: $22,788,097Liabilities 2020: $15,312,229Net Assets 2020: $7,475,8682020Assets 2021: $26,879,508Liabilities 2021: $16,296,908Net Assets 2021: $10,582,6002021Assets 2022: $26,384,854Liabilities 2022: $16,538,125Net Assets 2022: $9,846,7292022Assets 2023: $27,859,434Liabilities 2023: $16,690,660Net Assets 2023: $11,168,7742023Assets 2024: $29,603,795Liabilities 2024: $16,638,916Net Assets 2024: $12,964,8792024

Highlighted filing

2024

Assets$29,603,795
Liabilities$16,638,916
Net Assets$12,964,879
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

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

$20M$10M$0-$10MExpenses 2010: $14,166,8842010Expenses 2011: $15,486,4822011Expenses 2012: $16,635,9112012Revenue 2013: $17,235,729Expenses 2013: $16,516,119Net Income 2013: $719,6102013Revenue 2014: $17,619,874Expenses 2014: $17,156,582Net Income 2014: $463,2922014Revenue 2015: $18,092,926Expenses 2015: $18,286,959Net Income 2015: -$194,0332015Revenue 2016: $12,838,861Expenses 2016: $16,550,523Net Income 2016: -$3,711,6622016Revenue 2017: $13,005,126Expenses 2017: $14,019,657Net Income 2017: -$1,014,5312017Revenue 2018: $12,599,190Expenses 2018: $14,563,892Net Income 2018: -$1,964,7022018Revenue 2019: $14,222,218Expenses 2019: $14,971,585Net Income 2019: -$749,3672019Revenue 2020: $13,257,998Expenses 2020: $13,131,294Net Income 2020: $126,7042020Revenue 2021: $16,183,733Expenses 2021: $13,891,569Net Income 2021: $2,292,1642021Revenue 2022: $15,447,824Expenses 2022: $14,739,280Net Income 2022: $708,5442022Revenue 2023: $16,611,306Expenses 2023: $16,034,647Net Income 2023: $576,6592023Revenue 2024: $19,222,806Expenses 2024: $18,204,853Net Income 2024: $1,017,9532024

Highlighted filing

2024

Revenue$19,222,806
Expenses$18,204,853
Net Income$1,017,953
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$29,603,795
Liabilities
$16,638,916
Net assets
$12,964,879
Revenue
$19,222,806
Expenses
$18,204,853
Net income
$1,017,953
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$29.6$16.6$13.0$19.2$18.2$1.02
2023Detailed filing. Detailed filing data is available for this year.$27.9$16.7$11.2$16.6$16.0$0.58
2022Detailed filing. Detailed filing data is available for this year.$26.4$16.5$9.85$15.4$14.7$0.71
2021Detailed filing. Detailed filing data is available for this year.$26.9$16.3$10.6$16.2$13.9$2.29
2020Detailed filing. Detailed filing data is available for this year.$22.8$15.3$7.48$13.3$13.1$0.13
2019Detailed filing. Detailed filing data is available for this year.$21.9$14.5$7.40$14.2$15.0$0.75
2018Detailed filing. Detailed filing data is available for this year.$22.2$14.0$8.14$12.6$14.6$1.96
2017Detailed filing. Detailed filing data is available for this year.$24.4$14.3$10.1$13.0$14.0$1.01
2016Summary only. Only limited summary data is available for this year.$30.6$20.1$10.6$12.8$16.6$3.71
2015Detailed filing. Detailed filing data is available for this year.$35.7$20.9$14.7$18.1$18.3$0.19
2014Detailed filing. Detailed filing data is available for this year.$39.8$24.1$15.7$17.6$17.2$0.46
2013Summary only. Only limited summary data is available for this year.$40.1$25.4$14.6$17.2$16.5$0.72
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.9$25.4$13.5$16.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.3$25.2$14.1$15.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.9$23.4$13.6$14.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 28, 2025
Return Version
2023v6.0
Gross Receipts
$19,708,941
Mission and Program Overview

Mission

Brandeis school of san francisco's mission is to serve the jewish community by providing children with an outstanding academic program in general and judaic studies within a dynamic and diverse jewish cultural environment.

Inspiring students to lead lives of learning and purpose through a challenging academic environment.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$10,057,385$9,618,518▼ $438,867
Investments in Publicly Traded Securities$7,236,109$7,912,996▲ $676,887
Savings and Temporary Cash Investments$1,086,060$3,870,455▲ $2,784,395
Cash and Non-Interest-Bearing Accounts$3,562,098$1,475,752▼ $2,086,346
Pledges and Grants Receivable$861,668$1,425,408▲ $563,740
Investments Other Securities$840,411$973,263▲ $132,852
Receivables From Officers Etc$425,000$425,000→ $0
Prepaid Expenses and Deferred Charges$188,222$207,607▲ $19,385
Accounts Receivable$19,241$43,822▲ $24,581
Total Assets$27,859,434$29,603,795▲ $1,744,361
Other Assets Total$3,583,240$3,650,974▲ $67,734
Liabilities
Tax Exempt Bond Liabilities$7,624,881$7,479,213▼ $145,668
Other Liabilities$3,627,534$4,053,231▲ $425,697
Deferred Revenue$4,333,510$3,752,535▼ $580,975
Accounts Payable and Accrued Expenses$1,104,735$1,353,937▲ $249,202
Total Liabilities$16,690,660$16,638,916▼ $51,744
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,979,311$9,146,854▲ $1,167,543
Net Assets With Donor Restrictions$3,189,463$3,818,025▲ $628,562
Total Net Assets Fund Balance$11,168,774$12,964,879▲ $1,796,105
Total Liabilities and Net Assets / Fund Balance$27,859,434$29,603,795▲ $1,744,361

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,994,222$9,731,061$17,725,283
Land$1,521,827-$1,521,827
Equipment$5,468$1,490,381$1,495,849
Other Land Buildings$97,001$1,032,179$1,129,180
Other Assets Org$80,213--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$6,572,049$4,500▲ $1,098,941$151,313$7,524,177
2022$5,798,529$4,000▲ $924,772$155,252$6,572,049
2021$7,374,707$15,360▼ $1,416,746$174,792$5,798,529
2020$6,359,314$14,000▲ $1,176,185$174,792$7,374,707
2019$6,321,277$3,500▲ $219,941$185,404$6,359,314
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel GlassHead of SchoolFT$408,475$180,787$589,262
Stacy YoukilisDirector of AdvancementFT$153,627$144,058$297,685
Sivan TarleDirector of Middle SchoolFT$171,457$91,251$262,708
Jenny RinnDirector of Lower SchoolFT$172,832$20,076$192,908
Malika DensbyDirector of Finance & OperFT$161,548$9,159$170,707
Deborah Artz-morDirector of Jewish LearningFT$141,951$26,930$168,881
Angela DalfenDirector of AdmissionFT$150,865$13,752$164,617

Board Members and Trustees

NameTitle
Dr Jonathan TerdimanBoard Chairman
Abby PorthVice Chair
Amy CohenTrustee
Anat Shiwak-harryTrustee
Dingli GrahamTrustee
Edward KavalerchikTrustee
Ellen GinsbergTrustee
Franklin HuangTrustee
Jamie WeinsteinTrustee
Jane FroydTrustee
Jessica EnglandTrustee
Joseph TartakovskyTrustee
Julie LewisTrustee
Leo StroeTrustee
Leslie TicktinTrustee
Love WeinstockTrustee
Lynette StejskalTrustee
Steve GanzTrustee
Tahlia BlissTrustee
Udi LedergorTrustee
David SamsonAudit and Risk Management
Ruth KatzSecretary
Jody BarkinTreasurer / B&f Committee

Highest Paid Contractors

ContractorServicesLocationCompensation
Cyo TransportationBus Transportation For Students990 EDDY STREET, San Francisco, CA 94019$309,261
Platinum Facility Services INCJanitorial Services3060 KENNETH STREET, Santa Clara, CA 95054$147,231
Armanino LLPAccounting And Auditing2700 CAMINO RAMON STE 350, San Ramon, CA 94583$133,096
Revenue and Support

Revenue Composition

Contributions and Grants
$3,300,005
Program Service Revenue
$15,456,811
Investment Income
$368,838
Other Revenue
$97,152
All Other Contributions
$1,514,242
Change in Net Assets
$1,017,953

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded6$21,869Publicly Traded Exchange
Total Noncash Contributions6$21,869-

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,877,626
Revenue Not Reported on Financial Statements
$4,345,180
Revenue Not Reported on Form 990
$778,152
Other Revenue Adjustments
$4,297,146
Total Revenue per Audited Statements
$15,655,778
Total Revenue per Form 990
$19,222,806
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$10,141,822
Grants and Similar Amounts Paid$3,996,582
Other Expenses$3,981,449
Total Fundraising Expense$691,150
Professional Fundraising Fees$85,000

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,110,477$803,934$287,558$7,201,969
Grants to Domestic Individuals$3,996,582--$3,996,582
Other Employee Benefits$1,187,409$93,108$32,022$1,312,539
Current Officers, Directors, Trustees, and Key Employees$147,935$482,807$147,935$778,677
Occupancy$618,510$19,328$6,443$644,281
Payroll Taxes$470,071$67,962$28,318$566,351
Depreciation Depletion$493,249$15,414$5,138$513,801
Office Expenses-$386,204-$386,204
Pension Plan Contributions$251,234$19,794$11,258$282,286
Information Technology$257,610$8,050$2,683$268,343
Interest$231,417$7,232$2,411$241,060
Insurance-$163,631-$163,631
Fees for Services Other$84,419$64,498-$148,917
Fees for Services Accounting-$113,114-$113,114
Fees for Services Professional Fundraising--$85,000$85,000
Fees for Services Legal-$58,442-$58,442
Fees for Service Investment Mgmnt Fees-$48,034-$48,034
Advertising-$43,091-$43,091
Travel-$6,469-$6,469
Other Expenses$6,165$57,417$82,384$6,165
Total Functional Expenses$15,055,174$2,458,529$691,150$18,204,853

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$18,204,853
Expenses per Audited Statements$13,859,673
Total Expenses per Audited Statements$13,859,673
Expenses Not Reported on Financial Statements$4,345,180
Other Expense Adjustments$4,297,146
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$85,000
Fundraising Direct Expenses$46,927
Fundraising Gross Income$25,480

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction (silent/live Auction)$465,113$25,480$23,338$2,142
Total Events$465,113$25,480$46,927$-21,447
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$425,000$425,000→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Contractual Unearned Tuition and Fees$3,570,761
Refundable Deposits$393,600
Operating Lease Liability$77,248
Capital Lease Obligation$11,622

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACalifornia Enterprise Development Authority2022-06-09$7,981,223REFINANCE OF PRIOR ISSUE

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$7,981,223$7,981,223$329,937-

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
Yes
Corrective action procedures
No
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 B, Line 11B

“The organization provided a complete copy of form 990 to its governing body for review before filing.”

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

“The school requires all officers, board members and key employees annually sign a conflict of interest policy. These are reviewed by the president of the board of trustees and the head of school. Those with a conflict of interest are asked to recuse themselves from any decisions that would be affected by the existence of said conflict.”

Form 990, Part VI, Section B, Line 15

“The school participates in local and national surveys which collects information about compensation for management and key employees.”

Form 990, Part VI, Section C, Line 19

“The organization makes available its governing documents, conflict of interest policy, and audited financial statements upon request for the same period of time set forth in sec. 6104(d).”

Filing and Contact Details

Filer

Filer Name
Brandeis School of San Francisco
EIN
94-1558659
Phone
4154061035
Address
655 BROTHERHOOD WAY, SAN FRANCISCO, CA 94132

Signing Officer

Name
Dr Daniel Glass
Title
Head of School
Phone
4154061035
Signed
2025-04-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Daniel Glass
Formed
1963
Legal Domicile
CA
Voting Board Members
23
Independent Board Members
23
Employees
131
Volunteers
170

Preparer

Firm
Armanino Advisory LLC
Address
2700 CAMINO RAMON STE 350, SAN RAMON, CA 94583-5004
Preparer
Katy Brown
Phone
9257902600
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“Endowment funds held by the school are invested to provide a stable long-term funding source for need-based student scholarships and support other operational needs of the school.”

PART X, LINE 2:

“The school is a qualified not-for-profit organization exempt from federal income and california franchise taxes under the provisions of sections 501(c)(3) of the internal revenue code and 23701(d) of the california revenue and taxation code, respectively. The school has evaluated its current tax positions and has concluded that as of june 30, 2024, the school does not have any significant uncertain tax positions for which a reserve would be necessary.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid 3,996,582. Auxiliary/transportation expenses 300,564.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Financial aid 3,996,582. Auxiliary/transportation expenses 300,564.”

Raw XML AppendixShowing 400 of 955 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/Desc0AT THE BRANDEIS SCHOOL OF SAN FRANCISCO, WE BELIEVE THAT TRUE LEARNING HAPPENS ONLY WHEN KNOWLEDGE IS CONNECTED TO PURPOSE. WE KNOW THAT WHAT OUR STUDENTS LEARN AT BRANDEIS TODAY WILL MATTER TO THE WORLD TOMORROW, AND WE STRIVE TO EDUCATE PEOPLE CAPABLE OF MAKING MEANINGFUL CONTRIBUTIONS. OUR CHALLENGING K-8 ACADEMIC ENVIRONMENT IS FOCUSED ON RELEVANCE AND ROOTED IN JEWISH VALUES, TRADITIONS, AND CULTURE.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER / B&F COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4AUDIT AND RISK MANAGEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt23HEAD OF SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR OF FINANCE & OPER
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR OF LOWER SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR OF ADVANCEMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR OF MIDDLE SCHOOL
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR OF JEWISH LEARNING
IRS990/Form990PartVIISectionAGrp/TitleTxt29DIRECTOR OF ADMISSION
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IRS990/MissionDesc0THE BRANDEIS SCHOOL OF SAN FRANCISCO INSPIRES STUDENTS TO LEAD LIVES OF LEARNING AND PURPOSE. WE PROVIDE A CHALLENGING ACADEMIC ENVIRONMENT AND A WELCOMING, INCLUSIVE COMMUNITY, EACH DEEPLY ENRICHED BY JEWISH THOUGHT, VALUES, AND TRADITIONS.
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