The UJWF Study Committee on Jewish Education recommended in 1975 that a Department of School Finances be established at either the UJWF or the BJE, to develop standards for accounting practices in affiliated schools, review school budgets and financial statements, develop tuition fee guidelines, and oversee the granting of bursaries and tuition assistance to students. The position of BJE Director of School Finances was created in 1976 to carry out these recommendations. In 1976, Sheldon Lofsky briefly served in the new position, and in 1977, Bernard Shoub was hired to fill this position.
The director served as staff member on the BJE Fiscal Committee, Budget Committee, the Association of Jewish Day School Administrators, and other committees concerned with school or BJE administration and finances. His work included receiving and reviewing monthly reports of school income and expenses; monitoring and reviewing student dropout and retention rates for all funded day schools; assisting in the review and analysis of school budget submissions and year-end financial statements, teacher salary grids, and school tuition fees and tuition assistance; assisting with contract negotiations with teachers' unions; assisting in preparing the annual budgets for the BJE, Midrasha L'Morim and the Orah school; and, overseeing the review by BJE staff of monthly income and expenditure reports for the BJE prepared by the UJA Federation financial department.
Upon Bernard Shoub's retirement in 2003, the position of BJE Director of School Finances was eliminated and the director's responsibilities were transferred to the UJA Federation of Greater Toronto Financial Department.
Scope and Content
The series documents the director's work in reviewing school budgets and financial statements, teachers' contracts and salaries, and student enrollment figures. The series also documents the director's work as staff member for BJE committees and the Association of Jewish Day School Administrators. The records in the series include correspondence with affiliated schools, memoranda issued by the director, financial statements from affiliated schools, copies of contracts with teachers' unions, and minutes and reports of committees on which the director was a member, including the Association of Jewish Day School Administrators. The series contains two sub-series: School audited financial statements, and Chronological correspondence and memoranda. The latter sub-series constitutes the bulk of this series.