Civic Intelligence

San Diego Jewish Academy

EIN 95-3287745 • 501(c)3 • San Diego, CA

View Organization Page

Profile

San Diego Jewish Academy empowers each student to learn for life, guided by Jewish values and rooted in strength of community.

11860 Carmel Creek RoadSan Diego, CA 92130

www.sdja.com

Siviq Scores

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

Liabilities / Assets

53rd percentile

0.28x

Higher debt load relative to assets than 53% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.61x

Higher debt load relative to revenue than 66% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

63rd percentile

9.9%

Higher net margin than 63% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

75th percentile

$600,361

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

48th percentile

5.4%

Faster asset growth than 48% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

59th percentile

12%

Faster revenue growth than 59% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$66,970,702

Up $3,413,152 (+5.4%) from 2023

Liabilities

Down

$18,563,555

Down $95,827 (-0.5%) from 2023

Net Assets

Up

$48,407,147

Up $3,508,979 (+7.8%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin63rd percentile

Revenue

Up

$30,468,597

Up $3,329,552 (+12%) from 2023

Expenses

Down

$27,442,954

Down $629,546 (-2.2%) from 2023

Net Income

Up

$3,025,643

Up $3,959,098 (+424%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$80M$60M$40M$20M$0Assets 2010: $63,742,216Liabilities 2010: $24,239,722Net Assets 2010: $39,502,4942010Assets 2011: $62,087,524Liabilities 2011: $23,194,321Net Assets 2011: $38,893,2032011Assets 2012: $60,664,483Liabilities 2012: $22,461,854Net Assets 2012: $38,202,6292012Assets 2013: $65,338,227Liabilities 2013: $22,623,271Net Assets 2013: $42,714,9562013Assets 2014: $63,539,446Liabilities 2014: $20,472,082Net Assets 2014: $43,067,3642014Assets 2015: $61,787,928Liabilities 2015: $19,968,296Net Assets 2015: $41,819,6322015Assets 2016: $60,507,806Liabilities 2016: $19,428,568Net Assets 2016: $41,079,2382016Assets 2017: $57,249,585Liabilities 2017: $16,145,925Net Assets 2017: $41,103,6602017Assets 2018: $59,226,414Liabilities 2018: $16,186,931Net Assets 2018: $43,039,4832018Assets 2019: $59,875,732Liabilities 2019: $15,773,630Net Assets 2019: $44,102,1022019Assets 2020: $60,657,178Liabilities 2020: $17,688,807Net Assets 2020: $42,968,3712020Assets 2021: $65,338,912Liabilities 2021: $17,096,014Net Assets 2021: $48,242,8982021Assets 2022: $64,996,040Liabilities 2022: $19,393,533Net Assets 2022: $45,602,5072022Assets 2023: $63,557,550Liabilities 2023: $18,659,382Net Assets 2023: $44,898,1682023Assets 2024: $66,970,702Liabilities 2024: $18,563,555Net Assets 2024: $48,407,1472024

Highlighted filing

2024

Assets$66,970,702
Liabilities$18,563,555
Net Assets$48,407,147
Open 2024 Filing

Operations Trend

Revenue Growth59th percentile

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $13,345,6852010Expenses 2011: $12,937,1852011Expenses 2012: $13,433,9792012Revenue 2013: $17,114,197Expenses 2013: $12,628,290Net Income 2013: $4,485,9072013Revenue 2014: $14,489,738Expenses 2014: $14,274,402Net Income 2014: $215,3362014Revenue 2015: $14,117,255Expenses 2015: $15,496,078Net Income 2015: -$1,378,8232015Revenue 2016: $15,176,133Expenses 2016: $15,880,692Net Income 2016: -$704,5592016Revenue 2017: $17,068,772Expenses 2017: $17,161,659Net Income 2017: -$92,8872017Revenue 2018: $18,544,252Expenses 2018: $16,637,381Net Income 2018: $1,906,8712018Revenue 2019: $19,988,137Expenses 2019: $18,943,024Net Income 2019: $1,045,1132019Revenue 2020: $18,702,706Expenses 2020: $19,853,952Net Income 2020: -$1,151,2462020Revenue 2021: $26,554,117Expenses 2021: $21,639,531Net Income 2021: $4,914,5862021Revenue 2022: $21,887,154Expenses 2022: $24,176,022Net Income 2022: -$2,288,8682022Revenue 2023: $27,139,045Expenses 2023: $28,072,500Net Income 2023: -$933,4552023Revenue 2024: $30,468,597Expenses 2024: $27,442,954Net Income 2024: $3,025,6432024

Highlighted filing

2024

Revenue$30,468,597
Expenses$27,442,954
Net Income$3,025,643
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$66,970,702
Liabilities
$18,563,555
Net assets
$48,407,147
Revenue
$30,468,597
Expenses
$27,442,954
Net income
$3,025,643
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$67.0$18.6$48.4$30.5$27.4$3.03
2023Detailed filing. Detailed filing data is available for this year.$63.6$18.7$44.9$27.1$28.1$0.93
2022Detailed filing. Detailed filing data is available for this year.$65.0$19.4$45.6$21.9$24.2$2.29
2021Detailed filing. Detailed filing data is available for this year.$65.3$17.1$48.2$26.6$21.6$4.91
2020Detailed filing. Detailed filing data is available for this year.$60.7$17.7$43.0$18.7$19.9$1.15
2019Detailed filing. Detailed filing data is available for this year.$59.9$15.8$44.1$20.0$18.9$1.05
2018Detailed filing. Detailed filing data is available for this year.$59.2$16.2$43.0$18.5$16.6$1.91
2017Detailed filing. Detailed filing data is available for this year.$57.2$16.1$41.1$17.1$17.2$0.09
2016Detailed filing. Detailed filing data is available for this year.$60.5$19.4$41.1$15.2$15.9$0.70
2015Detailed filing. Detailed filing data is available for this year.$61.8$20.0$41.8$14.1$15.5$1.38
2014Detailed filing. Detailed filing data is available for this year.$63.5$20.5$43.1$14.5$14.3$0.22
2013Summary only. Only limited summary data is available for this year.$65.3$22.6$42.7$17.1$12.6$4.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.7$22.5$38.2$13.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$62.1$23.2$38.9$12.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$63.7$24.2$39.5$13.3
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$30,468,597
Mission and Program Overview

Mission

As the largest independent jewish day school serving the san diego community, our mission is to further academic excellence, social responsibility, and active jewish living.

At the San Diego Jewish Academy, we blend modern education and curriculum design with deeper purpose and traditional Jewish values to cultivate successful learners and exceptional human beings.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$43,798,558$43,089,043▼ $709,515
Accounts Receivable$10,467,995$8,897,949▼ $1,570,046
Cash and Non-Interest-Bearing Accounts$4,414,602$5,120,923▲ $706,321
Prepaid Expenses and Deferred Charges$1,258,965$1,220,104▼ $38,861
Pledges and Grants Receivable$258,371$86,526▼ $171,845
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$63,557,550$66,970,702▲ $3,413,152
Other Assets Total$3,359,059$8,556,157▲ $5,197,098
Liabilities
Deferred Revenue$16,042,486$14,458,822▼ $1,583,664
Other Liabilities$73,663$2,422,920▲ $2,349,257
Accounts Payable and Accrued Expenses$2,543,233$1,681,813▼ $861,420
Total Liabilities$18,659,382$18,563,555▼ $95,827
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$36,515,330$36,766,353▲ $251,023
Net Assets With Donor Restrictions$8,382,838$11,640,794▲ $3,257,956
Total Net Assets Fund Balance$44,898,168$48,407,147▲ $3,508,979
Total Liabilities and Net Assets / Fund Balance$63,557,550$66,970,702▲ $3,413,152

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$26,498,805$25,950,781$52,449,586
Land$16,107,735-$16,107,735
Leasehold Improvements$357,698$5,198,734$5,556,432
Equipment$86,993$1,103,927$1,190,920
Other Land Buildings$37,812$1,131,853$1,169,665

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$3,499,235$5,135,000▲ $564,617-$9,198,852
2022$2,171,526$1,020,359▲ $307,350-$3,499,235
2021$2,412,154$50,360▼ $290,988-$2,171,526
2020$2,014,485$360▲ $397,309-$2,412,154
2019$1,826,199$154,155▲ $68,255$25,000$2,014,485
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Zvi WeissHead of SchoolFT$462,500$18,230$600,361
Charles CarpowichCFO/COOFT$312,344$123,685$375,808
Michael QuigleyAdministratorFT$188,030$22,728$196,148
Kwaku AningAdministratorFT$168,731$22,100$190,831
Rachelle JagolinzerAdministratorFT$156,217$59,751$177,758
Adam BenmoiseAdministratorFT$170,149$12,365$175,924
Leonard FisherStaffFT$151,923$13,780$165,703

Board Members and Trustees

NameTitle
Elliot ScottPresident
Aaron HurvitzTrustee
Alison AdelmanTrustee
Ann JaffeTrustee
Barbi DorfanTrustee
Bianca GorodzinskyTrustee
Brian HanlonTrustee
Carol SchwarzblatTrustee
Dan ZagurskyTrustee
David MichanTrustee
David-alexandre GrosTrustee
Heidi GantwerkTrustee
Ilana MauserTrustee
Jaime FederTrustee
Marsha BerksonTrustee
Max DoshayTrustee
Meredith SmiedtTrustee
Nicole GesherTrustee
Parker BushTrustee
Rabbi Ron ShulmanTrustee
Tanaz BitonTrustee
Trevor KleinTrustee
Ben HandlerSecretary
Eduardo PodolskyTreasurer
Daniela JinichVice Pres
Jessica FinkVice Pres

Highest Paid Contractors

ContractorServicesLocationCompensation
Genies Ctr Of Ed ExcellenceMath Program & Tutoring4455 MORENA BLVD 212, San Diego, CA 92117$243,750
Personalized Building ServJanitorial Services1180 TOURMALINE ST, San Diego, CA 92109$191,299
Revenue and Support

Revenue Composition

Contributions and Grants
$7,843,516
Program Service Revenue
$22,029,553
Investment Income
$183,944
Other Revenue
$411,584
All Other Contributions
$7,843,516
Change in Net Assets
$3,025,643
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$13,924,498
Grants and Similar Amounts Paid$6,974,885
Other Expenses$6,543,571
Total Fundraising Expense$1,152,374
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$10,173,080$66,440$381,871$10,621,391
Grants to Domestic Individuals$6,974,885--$6,974,885
Depreciation Depletion$1,147,852$294,321$29,432$1,471,605
Other Employee Benefits$991,375$41,892-$1,033,267
Current Officers, Directors, Trustees, and Key Employees$161,418$431,032$403,548$995,998
Payroll Taxes$796,303$66,936$7,942$871,181
Fees for Services Other$625,851$96,309$83,036$805,196
Pension Plan Contributions$384,831$17,830-$402,661
Advertising$100,646$12,670$125,423$238,739
Information Technology$109,525$27,763$3,294$140,582
Insurance$82,736$22,392$2,657$107,785
Office Expenses$63,405$6,625$32,109$102,139
Other Expenses$56,596$15,317$13,544$85,457
All Other Expenses$46,640$1,788-$48,428
Total Functional Expenses$24,603,874$1,686,706$1,152,374$27,442,954
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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 Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Lease Income$1,350,123
Deferred Rent$1,072,797
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The form 990 draft is reviewed by the finance & audit committee during spring meeting and prior to filing with the irs. Once finalized, the final version is shared with the board of trustees at board meeting.”

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

“The conflict of interest policy is reviewed at the board retreat annually with all board members to identify the potential for conflicts during board meetings. If there is a potential for conflict on any particular voting board matter, individual board member(s) is excluded from that vote. Officers and key employees sign and are covered by a conflict of interest policy upon hire. The conflict of interest policy is noted in the employee handbook and is reviewed annually.”

Form 990, Part VI, Section B, Line 15A

“Per executive compensation policy, a sub-committee of the board of trustees completes a performance evaluation and review of the head of school by using comparability benchmark data compiled by the california association of independent schools (cais). The data provides salary & total compensation comparisons based on enrollment and location for other preschool-12th grade independent schools located throughout the state. The committee documents the review meeting and compensation approval process and the information is included is the hos employee file. Peformance evaluations and associated compensation for other officers and key employees are completed by the head of school and documented in employee files with compensation being similarly compared to peers within the cais benchmark data.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
San Diego Jewish Academy
EIN
95-3287745
Phone
8587043700
Address
11860 CARMEL CREEK ROAD, SAN DIEGO, CA 92130

Signing Officer

Name
Charles Carpowich
Title
CFO/COO
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
CA
Voting Board Members
20
Independent Board Members
20
Employees
167
Volunteers
50

Preparer

Firm
West Rhode & Roberts
Address
2741 4th Ave, San Diego, CA 92103
Preparer
Cheryl Rhode
Phone
6196155380
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Tuition assistance; educational program support; professional development.”

Part X : FIN48 Footnote

“The Academy is a nonprofit California corporation and is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and Section 23701(d) of the California Revenue and Taxation Code, except to the extent of unrelated business taxable income as defined under the Internal Revenue Code Sections 511 through 515. For the year ended June 30, 2024, no provision for unrelated business income taxes is required. The Academy has reviewed its position for all open tax years and has determined that it has no uncertain tax positions requiring accrual or disclosure.”

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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/Desc0SAN DIEGO JEWISH ACADEMY (SDJA) SHAPES FUTURE THINKERS, CREATORS, AND COMMUNITY LEADERS BY BLENDING MODERN EDUCATION WITH MEANING AND PURPOSE.For over four decades, SDJA has been a premier independent Jewish day school, educating students to reach their fullest potential. With a focus on the whole child, SDJA provides a rigorous academic environment tailored to each students learning profile. Here, students find joy in learning while thriving in a supportive social and emotional environment that prepares them for college and beyond.SDJAs deeply engaging curriculum lays a strong foundation in both core academics and Jewish literacy. The journey begins in the Early Childhood Center, where children aged 18 months to five years develop cognitively, socially, and emotionally through active learning. In the Golda Meir Lower School, students cultivate critical thinking and exploration in an environment that fosters growth and lifelong learning. As students transition into the Maimonides Upper School in sixth grade, they experience a transformational education that integrates academic excellence, character development, and Jewish teachings. This well-rounded approach ensures SDJA graduates are prepared to flourish in life, whether pursuing higher education or meaningful gap year programs, many in Israel.SDJA believes that to truly engage and educate a child, you must first understand them. Through personalized attention, students build strong relationships with their teachers, fostering a deep sense of community that enhances their education.Our graduates embody the SDJA missionempowered to learn for life, guided by Jewish values, and rooted in the strength of community.San Diego Jewish Academys vision is to develop leaders in academics, Jewish life, and the communityexcelling in technology, athletics, and the arts. We inspire students to find joy and meaning in their lifelong pursuit of learning and personal growth.
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