Civic Intelligence

Milwaukee Jewish Federation Inc

EIN 39-0806312 • 501(c)3 • Milwaukee, WI

Profile

Through the development of community-wide financial support, planning and allocations, the mission of the Milwaukee Jewish Federation is to ensure the continuity of the Jewish people, to enhance the quality of Jewish life and to build a strong, unified and inclusive Jewish community in Milwaukee, In Israel, and throughout the world. In fulfilling its mission, the Federation is committed to the principles of Klal Yisrael (the collective unity of the Jewish people), tzedakah (the obligation to care for one another) and tikkun olam (improving the society in which we live).

1360 N Prospect AveMilwaukee, WI 53202

www.milwaukeejewish.org

Siviq Scores

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

Liabilities / Assets

58th percentile

0.37x

Higher debt load relative to assets than 58% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

89th percentile

3.07x

Higher debt load relative to revenue than 89% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Source year 2024

Net Margin

13th percentile

-11%

Higher net margin than 13% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

11th percentile

$303,456

Higher top officer pay than 11% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

501(c)3 • $250M-$1B nonprofits • Source year 2024

Asset Growth

34th percentile

2.8%

Faster asset growth than 34% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

23%

Faster revenue growth than 78% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Using 2023 Form 990 data because the latest 2024 filing does not report standard financial totals.

Assets

Up

$259,738,559

Up $7,675,223 (+3.0%) from 2022

Liabilities

Up

$98,363,790

Up $2,572,047 (+2.7%) from 2022

Net Assets

Up

$161,374,769

Up $5,103,176 (+3.3%) from 2022

Revenue

Down

$26,295,375

Down $1,278,886 (-4.6%) from 2022

Expenses

Up

$28,364,828

Up $480,303 (+1.7%) from 2022

Net Income

Down

-$2,069,453

Down $1,759,189 (-567%) from 2022

Trend Graphs

Balance Sheet Trend

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

$300M$200M$100M$0Assets 2010: $168,802,473Liabilities 2010: $71,437,350Net Assets 2010: $97,365,1232010Assets 2011: $181,667,200Liabilities 2011: $73,014,028Net Assets 2011: $108,653,1722011Assets 2012: $174,680,026Liabilities 2012: $75,246,458Net Assets 2012: $99,433,5682012Assets 2013: $184,294,163Liabilities 2013: $72,297,241Net Assets 2013: $111,996,9222013Assets 2014: $198,339,311Liabilities 2014: $67,870,354Net Assets 2014: $130,468,9572014Assets 2015: $214,599,138Liabilities 2015: $97,222,451Net Assets 2015: $117,376,6872015Assets 2016: $213,252,737Liabilities 2016: $95,318,392Net Assets 2016: $117,934,3452016Assets 2017: $228,522,556Liabilities 2017: $94,696,885Net Assets 2017: $133,825,6712017Assets 2018: $230,274,273Liabilities 2018: $95,942,925Net Assets 2018: $134,331,3482018Assets 2019: $229,743,415Liabilities 2019: $94,959,805Net Assets 2019: $134,783,6102019Assets 2020: $229,666,043Liabilities 2020: $95,052,551Net Assets 2020: $134,613,4922020Assets 2021: $275,238,952Liabilities 2021: $104,223,856Net Assets 2021: $171,015,0962021Assets 2022: $252,063,336Liabilities 2022: $95,791,743Net Assets 2022: $156,271,5932022Assets 2023: $259,738,559Liabilities 2023: $98,363,790Net Assets 2023: $161,374,7692023

Latest loaded filing

2023

Assets$259,738,559
Liabilities$98,363,790
Net Assets$161,374,769

Operations Trend

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

$60M$40M$20M$0-$20MExpenses 2010: $27,824,1892010Expenses 2011: $26,305,9792011Expenses 2012: $24,462,1102012Revenue 2013: $29,175,499Expenses 2013: $27,066,028Net Income 2013: $2,109,4712013Revenue 2014: $30,515,627Expenses 2014: $24,051,666Net Income 2014: $6,463,9612014Revenue 2015: $42,763,490Expenses 2015: $30,932,916Net Income 2015: $11,830,5742015Revenue 2016: $29,963,550Expenses 2016: $26,652,751Net Income 2016: $3,310,7992016Revenue 2017: $30,742,026Expenses 2017: $25,533,075Net Income 2017: $5,208,9512017Revenue 2018: $22,806,359Expenses 2018: $26,966,985Net Income 2018: -$4,160,6262018Revenue 2019: $26,054,943Expenses 2019: $27,094,171Net Income 2019: -$1,039,2282019Revenue 2020: $31,265,436Expenses 2020: $27,273,514Net Income 2020: $3,991,9222020Revenue 2021: $33,191,987Expenses 2021: $26,860,636Net Income 2021: $6,331,3512021Revenue 2022: $27,574,261Expenses 2022: $27,884,525Net Income 2022: -$310,2642022Revenue 2023: $26,295,375Expenses 2023: $28,364,828Net Income 2023: -$2,069,4532023

Latest loaded filing

2023

Revenue$26,295,375
Expenses$28,364,828
Net Income-$2,069,453

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$260$98.4$161$26.3$28.4$2.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$252$95.8$156$27.6$27.9$0.31
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$275$104$171$33.2$26.9$6.33
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$230$95.1$135$31.3$27.3$3.99
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$230$95.0$135$26.1$27.1$1.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$230$95.9$134$22.8$27.0$4.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$229$94.7$134$30.7$25.5$5.21
2016Detailed filing. Detailed filing data is available for this year.$213$95.3$118$30.0$26.7$3.31
2015Detailed filing. Detailed filing data is available for this year.$215$97.2$117$42.8$30.9$11.8
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$198$67.9$130$30.5$24.1$6.46
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$184$72.3$112$29.2$27.1$2.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$175$75.2$99.4$24.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$182$73.0$109$26.3
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$169$71.4$97.4$27.8
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 11, 2022
Return Version
2020v4.2
Gross Receipts
$111,381,548
Mission and Program Overview

Mission

Through the development of community-wide financial support, planning and allocations, the mission of the milwaukee jewish federation is to ensure the continuity of the jewish people, to enhance the quality of jewish life and to build a strong, unified jewish community in milwaukee, in israel, and throughout the world. In fulfilling its mission, the federation is committed to the principles of klal yisrael (the collective unity of the jewish people), tzedakah (the obligation to care for one another) and tikkun olam (improving the society in which we live).

The milwaukee jewish federation, inc. Is a voluntary association of individuals interested in meeting social, health and welfare, educational, recreational, cultural, and other needs of general concern to the jewish community of metropolitan milwaukee.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$124,113,327$156,672,840▲ $32,559,513
Investments Other Securities$54,416,275$62,543,005▲ $8,126,730
Land, Buildings, and Equipment, Net$27,766,807$26,152,318▼ $1,614,489
Savings and Temporary Cash Investments$9,551,483$14,549,322▲ $4,997,839
Pledges and Grants Receivable$2,811,549$3,937,628▲ $1,126,079
Other Notes and Loans Receivable, Net$3,558,038$3,536,925▼ $21,113
Cash and Non-Interest-Bearing Accounts$2,906,136$2,566,844▼ $339,292
Inventories for Sale or Use$2,174,087$1,823,493▼ $350,594
Accounts Receivable$116,285$1,279,166▲ $1,162,881
Prepaid Expenses and Deferred Charges$108,740$76,632▼ $32,108
Total Assets$229,666,043$275,238,952▲ $45,572,909
Other Assets Total$2,143,316$2,100,779▼ $42,537
Liabilities
Tax Exempt Bond Liabilities$54,340,000$54,340,000→ $0
Other Liabilities$30,510,208$36,128,822▲ $5,618,614
Escrow Account Liability$4,665,085$5,617,001▲ $951,916
Grants Payable$4,116,114$4,920,538▲ $804,424
Accounts Payable and Accrued Expenses$1,421,144$2,460,568▲ $1,039,424
Mortgage Notes Payable Secured by Investment Property-$756,927-
Total Liabilities$95,052,551$104,223,856▲ $9,171,305
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$89,661,918$123,255,719▲ $33,593,801
Net Assets With Donor Restrictions$44,951,574$47,759,377▲ $2,807,803
Total Net Assets Fund Balance$134,613,492$171,015,096▲ $36,401,604
Total Liabilities and Net Assets / Fund Balance$229,666,043$275,238,952▲ $45,572,909

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$22,883,172$28,493,063$51,376,235
Equipment$625,383$6,329,706$6,955,089
Land$2,643,763-$2,643,763
Other Securities$1,839,097--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$60,823,080$1,566,249▲ $17,370,359$882,472$75,890,255
2020$60,594,446$3,071,273▲ $1,485,968$804,652$60,823,080
2019$60,116,640$5,043,249▲ $2,876,737$552,064$60,594,446
2018$56,015,050$4,747,392▲ $4,535,776$627,968$60,116,640
2017$50,074,114$4,413,270▲ $5,867,943$660,114$56,015,050
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Miryam RosenzweigPresident & CEOFT$229,964$23,140$253,104
Shimon LevyChief Operations OfficerFT$190,489-$190,489
Thomas OechlerChief Financial OfficerFT$142,160$35,991$178,151
Mitchell MoserExecutive Director - Jewish Community FoundationFT$155,903$19,067$174,970
Mitchell MoserExecutive Director - Jewish Communit-$155,903$19,067$174,970
Stephanie WagnerChief Impact OfficerFT$144,601$15,665$160,266
Hannah WallickVP of Leadership and GlobalFT$107,635$3,229$110,864

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Gendelman InsuranceBusiness Insurance500 W BROWN DEER RD, Milwaukee, WI 53217$258,258
Meress SecuritySecurityPO BOX 1122, West Bend, WI 53095$180,381
Royal Janitorial INCCleaning ServicesPO BOX 270497, Milwaukee, WI 53227$175,605
Bret Achtenhagen's Seasonal ServicesLandscaping ServicesW336 S8510 COUNTY ROAD E, Mukwonago, WI 53149$144,210
Godfrey & Kahn ScLegal Services833 E MICHIGAN ST, Milwaukee, WI 53202$113,035
Revenue and Support

Revenue Composition

Contributions and Grants
$16,616,114
Program Service Revenue
$2,194,048
Investment Income
$13,505,486
Other Revenue
$876,339
All Other Contributions
$16,567,128
Change in Net Assets
$6,331,351

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 Traded168$2,865,828Fair Market Value
Total Noncash Contributions168$2,865,828-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$15,067,854
Other Expenses$7,129,657
Salaries, Compensation, and Employee Benefits$4,663,125
Total Fundraising Expense$1,935,207
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$13,942,224--$13,942,224
Other Salaries and Wages$1,276,093$927,799$1,026,440$3,230,332
Occupancy$1,638,482$92,844$97,233$1,828,559
Depreciation Depletion$1,700,167--$1,700,167
Foreign Grants$1,125,630--$1,125,630
Interest$1,046,420--$1,046,420
Current Officers, Directors, Trustees, and Key Employees$242,099$189,035$232,149$663,283
Fees for Services Other$202,426$270,599$150,015$623,040
Fees for Service Investment Mgmnt Fees$597,865--$597,865
Other Employee Benefits$174,965$155,684$88,582$419,231
Office Expenses$118,970$75,903$75,595$270,468
Payroll Taxes$98,969$71,490$93,591$264,050
Insurance$166,102$8,245$13,844$188,191
Information Technology$45,667$70,699$41,366$157,732
Fees for Services Legal$84,759$51,180$7,485$143,424
Pension Plan Contributions$32,210$23,887$30,132$86,229
Advertising$56,439$129$12,944$69,512
Fees for Services Accounting$4,737$14,078$34,046$52,861
Other Expenses$28,687$215$22,907$51,809
Conferences and Meetings$32,841$9,391$5,629$47,861
All Other Expenses$7,553--$7,553
Total Functional Expenses$22,947,666$1,977,763$1,935,207$26,860,636
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Harry & Rose Samson Family Jewish Community CtrMilwaukee, WI501(c)(3)General Donations$2,997,029
Jewish Family ServicesMilwaukee, WI501(c)(3)General Donations$1,594,272
Milwaukee Jewish Day SchoolMilwaukee, WI501(c)(3)General Donations$1,258,091
Bader Hillel AcademyGlendale, WI501(c)(3)General Donations$478,923
Jewish Home & Care Center FoundationMilwaukee, WI501(c)(3)General Donations$388,687
Lubavitch of WisconsinMilwaukee, WI501(c)(3)General Donations$302,417
CONGREGATION EMANU-EL B'NE JESHURUNRiver Hills, WI501(c)(3)General Donations$299,551
Congregation Beth Israel Ner TamidMilwaukee, WI501(c)(3)General Donations$276,732
Hillel MilwaukeeMilwaukee, WI501(c)(3)General Donations$269,416
University of Wisconsin FoundationMilwaukee, WI501(c)(3)General Donations$255,214
Yeshiva Elementary School of MilwMilwaukee, WI501(c)(3)General Donations$220,865
The Union for Reform JudaismNew York, NY501(c)(3)General Donations$218,655
Ramah in the RockiesDenver, CO501(c)(3)General Donations$210,650
United Way of Greater MilwaukeeMilwaukee, WI501(c)(3)General Donations$181,935
Coa Youth & Family CenterMilwaukee, WI501(c)(3)General Donations$170,800
Jewish Beginnings Lubavitch PreschoolGlendale, WI501(c)(3)General Donations$161,399
Congregation SinaiMilwaukee, WI501(c)(3)General Donations$154,692
Uw Hillel Foundation for Jewish Campus LifeMadison, WI501(c)(3)General Donations$137,930
Hunger Task Force MilwaukeeMilwaukee, WI501(c)(3)General Donations$135,965
B'NAI B'RITH YOUTH ORG WI REGION BBYOMilwaukee, WI501(c)(3)General Donations$115,144
Anshe Sfard Kehillat TorahGlendale, WI501(c)(3)General Donations$109,798
Chabad-lubavitchBrooklyn, NY501(c)(3)General Donations$109,612
Kby Congregations Together IncBrooklyn, NY501(c)(3)General Donations$107,750
Vision Forward AssociationMilwaukee, WI501(c)(3)General Donations$105,200
CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION INCMilwaukee, WI501(c)(3)General Donations$105,100
Our Next GenerationMilwaukee, WI501(c)(3)General Donations$100,100
Uwm Foundation IncMilwaukee, WI501(c)(3)General Donations$91,878
18 CorpShort Hills, NJ501(c)(3)General Donations$85,600
Wisconsin Institute for Torah Study (wits)Milwaukee, WI501(c)(3)General Donations$80,380
Northwestern UniversityEvanston, IL501(c)(3)General Donations$77,665
Congregation Beth JehudahMilwaukee, WI501(c)(3)General Donations$67,437
WOMAN'S CLUB OF WISCONSIN FOUNDATION INCMilwaukee, WI501(c)(3)General Donations$65,000
Washington Institute for Near East PolicyWashington, DC501(c)(3)General Donations$61,250
United Performing Arts FundMilwaukee, WI501(c)(3)General Donations$60,406
Grand Avenue Club IncMilwaukee, WI501(c)(3)General Donations$58,960
Jewish Home and Care CenterMilwaukee, WI501(c)(3)General Donations$58,546
Milwaukee Art Museum IncMilwaukee, WI501(c)(3)General Donations$56,545
Gildas Club Madison WisconsinMiddleton, WI501(c)(3)General Donations$56,000
Sarcoma Foundation of America IncDamascus, MD501(c)(3)General Donations$55,000
Torah Academy of Milwaukee High SchoolGlendale, WI501(c)(3)General Donations$52,901
Jewish Federation of the DesertRancho Mirage, CA501(c)(3)General Donations$52,050
Lake Park SynagogueMilwaukee, WI501(c)(3)General Donations$51,844
Macc FundMilwaukee, WI501(c)(3)General Donations$51,000
Alliance for Youth OrganizingWashington, DC501(c)(3)General Donations$50,600
Menachem Education FoundationBrooklyn, NY501(c)(3)General Donations$50,000
The Institute for the Advancement of Education in JaffaFlushing, NY501(c)(3)General Donations$50,000
Jewish National FundNew York, NY501(c)(3)General Donations$46,116
Milwaukee Jewish Free Loan AssociationMilwaukee, WI501(c)(3)General Donations$46,070
Cu Boulder HillelBoulder, CO501(c)(3)General Donations$40,000
Tides FoundationSan Francisco, CA501(c)(3)General Donations$39,000
CONGREGATION B'NAI ISRAELGainesville, FL501(c)(3)General Donations$38,336
Tikkun Ha-ir of MilwaukeeMilwaukee, WI501(c)(3)General Donations$34,906
Chabad of Downtown LtdMilwaukee, WI501(c)(3)General Donations$34,030
Operation Dream IncMilwaukee, WI501(c)(3)General Donations$31,100
Marquette University Law SchoolMilwaukee, WI501(c)(3)General Donations$30,600
Ruach IncMilwaukee, WI501(c)(3)General Donations$30,470
William J Brennan Jr Center for JusticeNew York, NY501(c)(3)General Donations$30,400
Metcalfe Park Community Bridges IncMilwaukee, WI501(c)(3)General Donations$30,200
Braver AngelsNew York, NY501(c)(3)General Donations$30,000
Protect Democracy ProjectWashington, DC501(c)(3)General Donations$30,000
South 27th Street Business District AssocationGreenfield, WI501(c)(3)General Donations$30,000
Milwaukee Symphony OrchestraMilwaukee, WI501(c)(3)General Donations$29,230
Make a Wish Foundation WisconsinWauwatosa, WI501(c)(3)General Donations$29,130
Jewish Federation of Greater Los AngelesLos Angeles, CA501(c)(3)General Donations$29,000
University School of MilwaukeeMilwaukee, WI501(c)(3)General Donations$28,755
Oholei Yosef Yitzchak LubavitchOak Park, MI501(c)(3)General Donations$28,620
The Joseph and Rebecca Peltz Center for Jewish LifeMequon, WI501(c)(3)General Donations$28,394
Milwaukee Center for IndependenceMilwaukee, WI501(c)(3)General Donations$27,765
Jewish Federation of Metropolitan ChicagoChicago, IL501(c)(3)General Donations$25,000
US Holocaust Memorial Museum Midwest RegionHighland Park, IL501(c)(3)General Donations$25,000
Jewish Federation of Southern ArizonaTucson, AZ501(c)(3)General Donations$24,800
Feeding America Eastern WisconsinMilwaukee, WI501(c)(3)General Donations$24,778
Congregation Agudas Achim ChabadMequon, WI501(c)(3)General Donations$23,317
Bader Hillel High IncGlendale, WI501(c)(3)General Donations$22,500
Mccallum TheatrePalm Desert, CA501(c)(3)General Donations$22,390
Washington University in St LouisSt Louis, MO501(c)(3)General Donations$20,225
Clal-the National Jewish Center for Learning and LeadershipNew York, NY501(c)(3)General Donations$20,100
Adler PlanetariumChicago, IL501(c)(3)General Donations$20,000
Congregation Beth EphraimMaplewood, NJ501(c)(3)General Donations$20,000
Friends of the ForumHartsdale, NY501(c)(3)General Donations$20,000
Planned Parenthood of Wisconsin IncMilwaukee, WI501(c)(3)General Donations$19,410
Jewish Youth FoundationMilwaukee, WI501(c)(3)General Donations$18,835
Jewish Federation and Family Services of Orange CountyIrvine, CA501(c)(3)General Donations$18,000
The Conservative Synagogue of WestportWestport, CT501(c)(3)General Donations$18,000
Bethlehem ChabadDelmar, NY501(c)(3)General Donations$17,000
TreepeopleBeverly Hills, CA501(c)(3)General Donations$16,000
Milwaukee College Preparatory SchoolMilwaukee, WI501(c)(3)General Donations$15,800
Milwaukee Repertory Theater IncMilwaukee, WI501(c)(3)General Donations$15,600
Sidekick EducationMadison, WI501(c)(3)General Donations$15,200
Hebron Fund IncBrooklyn, NY501(c)(3)General Donations$15,180
Eisenhower Medical Center FoundationRancho Mirage, CA501(c)(3)General Donations$15,100
Fidelity Investments Charitable Gift FundCincinatti, OH501(c)(3)General Donations$15,000
Hillel University of MinnesotaMinneapolis, MN501(c)(3)General Donations$15,000
J Street Education Fund IncWashington, DC501(c)(3)General Donations$15,000
Quantum Leep Academy BoostersChicago, IL501(c)(3)General Donations$15,000
Jewish Federation of So Palm Beach CountyBoca Raton, FL501(c)(3)General Donations$14,700
Milwaukee Pbs (mptv 1036 Wmvs Wmvt)Milwaukee, WI501(c)(3)General Donations$14,425
Soda Student Organ Donation AdvocatesLake St Louis, MO501(c)(3)General Donations$14,200
Bernard Zell Anshe Emet Day SchoolChicago, IL501(c)(3)General Donations$13,500
Hear WisconsinWest Allis, WI501(c)(3)General Donations$13,500
Jewish Experience of Madison MilwaukeeMilwaukee, WI501(c)(3)General Donations$13,280
Council for Jewish ElderlyChicago, IL501(c)(3)General Donations$12,757
Boys and Girls Club of Greater Milwaukee IncMilwaukee, WI501(c)(3)General Donations$12,300
Congregation Yehuda MosheLincolnwood, IL501(c)(3)General Donations$12,257
American Hospital of Paris FoundationNew York, NY501(c)(3)General Donations$11,500
Milwaukee Alliance for Jewish Reconnection (major)Milwaukee, WI501(c)(3)General Donations$11,500
Jewish Family Service of the DesertPalm Springs, CA501(c)(3)General Donations$11,200
College of the Desert FoundationPalm Desert, CA501(c)(3)General Donations$11,000
Commonbond CommunitiesSt Paul, MN501(c)(3)General Donations$11,000
Lawrence UniversityAppleton, WI501(c)(3)General Donations$10,500
University of PittsburghPittsburg, PA501(c)(3)General Donations$10,500
Wuwm Milwaukee Public Radio 897 FmMilwaukee, WI501(c)(3)General Donations$10,225
City Forward CollectiveMilwaukee, WI501(c)(3)General Donations$10,200
Aclu FoundationNew York, NY501(c)(3)General Donations$10,000
Center for Veterans Issues LimitedMilwaukee, WI501(c)(3)General Donations$10,000
Community Advocates IncMilwaukee, WI501(c)(3)General Donations$10,000
Friends of Mayanot Institute IncNew York, NY501(c)(3)General Donations$10,000
Jewish Federation of Greater RochesterRochester, NY501(c)(3)General Donations$10,000
Jonsson Cancer Center FoundationLos Angeles, CA501(c)(3)General Donations$10,000
KeshetNorthbrook, IL501(c)(3)General Donations$10,000
Makor Chaim USA IncBrooklyn, NY501(c)(3)General Donations$10,000
New York UniversityNew York, NY501(c)(3)General Donations$10,000
Jewish United Fund of Metro ChicagoChicago, IL501(c)(3)General Donations$9,750
Just Harvest Education FundPittsburgh, PA501(c)(3)General Donations$9,741
Milwaukee Public Museum IncMilwaukee, WI501(c)(3)General Donations$9,650
Medical College of WisconsinWauwatosa, WI501(c)(3)General Donations$9,600
Aclu of Wisconsin FoundationMilwaukee, WI501(c)(3)General Donations$9,000
Univ of Chicago Renaissance SocietyChicago, IL501(c)(3)General Donations$9,000
Association of Chevros Kadisha IncRichmond Hills, NY501(c)(3)General Donations$8,250
Arts at Large IncMilwaukee, WI501(c)(3)General Donations$8,100
Sierra Club FoundationOakland, CA501(c)(3)General Donations$8,100
Law Forward IncMadison, WI501(c)(3)General Donations$8,000
The Shul EastMilwaukee, WI501(c)(3)General Donations$8,000
Feeding AmericaWashington, DC501(c)(3)General Donations$7,950
Sojourner Family Peace CenterMilwaukee, WI501(c)(3)General Donations$7,800
Acts HousingMilwaukee, WI501(c)(3)General Donations$7,500
Foundation for Individual Rights in EducationPhiladelphia, PA501(c)(3)General Donations$7,500
JAZALE'S ART STUDIOMilwaukee, WI501(c)(3)General Donations$7,500
Wiscraft Inc-wisconsin Enterprises for the BlindMilwaukee, WI501(c)(3)General Donations$7,500
HadarNew York, NY501(c)(3)General Donations$7,400
Meoowzresq IncOrange, CA501(c)(3)General Donations$7,250
AmitNew York, NY501(c)(3)General Donations$7,200
Aspen Jewish CongregationAspen, CO501(c)(3)General Donations$7,200
Oberlin CollegeOberlin, OH501(c)(3)General Donations$7,100
Lange FoundationLos Angeles, CA501(c)(3)General Donations$6,750
Shelter Transport Animal Rescue TeamValley Village, CA501(c)(3)General Donations$6,750
Used Pets IncInglewood, CA501(c)(3)General Donations$6,750
Wings of RescueLa Quinta, CA501(c)(3)General Donations$6,750
Beth Israel CenterMadison, WI501(c)(3)General Donations$6,500
Dogs Without BordersEncino, CA501(c)(3)General Donations$6,500
MicahMilwaukee, WI501(c)(3)General Donations$6,500
B'NAI B'RITH BEBER CAMPSkokie, IL501(c)(3)General Donations$6,450
National Multiple Sclerosis Society - Wi ChapterHartland, WI501(c)(3)General Donations$6,300
Doctors Without Borders-medecin Sans FrontiereHagerstown, MD501(c)(3)General Donations$6,260
Cardinal Stritch UniversityMilwaukee, WI501(c)(3)General Donations$6,127
Rohr Family Chabad at the University of Wisconsin-madisonMadison, WI501(c)(3)General Donations$6,100
Helping Out Pets EverydayUpland, CA501(c)(3)General Donations$6,000
The Voter Participation CenterWashington, DC501(c)(3)General Donations$6,000
Volunteers in MedicineHilton Head, SC501(c)(3)General Donations$6,000
Western States CenterPortland, OR501(c)(3)General Donations$6,000
Whiskers IncCamarillo, CA501(c)(3)General Donations$6,000
Committee for Accuracy in Middle East Reporting in AmericaBoston, MA501(c)(3)General Donations$5,700
Riverside University High School FoundationBrown Deer, WI501(c)(3)General Donations$5,700
Congregation Beth YamHilton Head Island, SC501(c)(3)General Donations$5,580
CHILDREN'S HOSPITAL OF WISCONSIN INCMilwaukee, WI501(c)(3)General Donations$5,500
Cathedral Center IncMilwaukee, WI501(c)(3)General Donations$5,480
American Committee for Shaare ZedekNew York, NY501(c)(3)General Donations$5,400
Luria Academy of BrooklynBrooklyn, NY501(c)(3)General Donations$5,400
Jewish Federation of Metropolitan DetroitBloomfield Hills, MI501(c)(3)General Donations$5,365
Mayo ClinicRochester, MN501(c)(3)General Donations$5,300
The Lux Center for Catholic Jewish StudiesHales Corners, WI501(c)(3)General Donations$5,250
Next Act TheatreMilwaukee, WI501(c)(3)General Donations$5,150
Susan G Komen Se WisconsinMilwaukee, WI501(c)(3)General Donations$5,100
Wisconsin Public Television Friends of Wha-tvMadison, WI501(c)(3)General Donations$5,100
All Star Health Center IncThiensville, WI501(c)(3)General Donations$5,000
Arts Center of Coastal CarolinaHilton Head Island, SC501(c)(3)General Donations$5,000
Best CampMilwaukee, WI501(c)(3)General Donations$5,000
Care Cancer Awareness Through Research and Education AssociationCarefree, AZ501(c)(3)General Donations$5,000
Childrens Hospital of Michigan FoundationDetroit, MI501(c)(3)General Donations$5,000
Coachella Valley Repertory TheatreRancho Mirage, CA501(c)(3)General Donations$5,000
Jewish Federation of Palm Beach CountyWest Palm Beach, FL501(c)(3)General Donations$5,000
John Craig Schmutzer Foundation IncWauwatosa, WI501(c)(3)General Donations$5,000
Legal Insurrection FoundationBarrington, RI501(c)(3)General Donations$5,000
Macalester CollegeSt Paul, MN501(c)(3)General Donations$5,000
Memorial Sloan-kettering Cancer CenterNew York, NY501(c)(3)General Donations$5,000
Milwaukee Urban LeagueMilwaukee, WI501(c)(3)General Donations$5,000
Pan Mass ChallengeNeedham, MA501(c)(3)General Donations$5,000
San Francisco Jewish Film FestivalSan Francisco, CA501(c)(3)General Donations$5,000
Southern California Education FundLos Angeles, CA501(c)(3)General Donations$5,000
The Wende Museum of the Cold WarCulver City, CA501(c)(3)General Donations$5,000
Uw-manitowoc FoundationManitowoc, WI501(c)(3)General Donations$5,000
Venice Family ClinicVenice, CA501(c)(3)General Donations$5,000
Washburn Center for ChildrenMinneapolis, MN501(c)(3)General Donations$5,000

International Summary

Offices
0
Employees
0
Spending
$139,500

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Middle East and North Africa - Algeria, Bahrain, Djibouti, EgyptGrants to Recipients Located in RegionGeneral Support00$139,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$49,269
Fundraising Direct Expenses$28,830
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
One Night$49,269$49,269$2,292$46,977
Total Events$49,269$49,269$28,830$20,439
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Endowment Funds$31,694,180
Liability for Trusts and Gift Annuities$3,719,483
Interest Rate Swap$708,369
Post-retirement Benefit Liability$3,500
Capital Lease Obligation$3,290

Bond Issues

BondIssuerIssuedIssue PricePurpose
AColorado Educational and Cultural Facilities Authority2012-12-03$54,340,000Provide funds to refund two prior issues, issued on 6/16/05 and 10/25/07

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$54,340,000$5,700,000--

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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 A, Line 2

Family relationships: cheryl moser - mitchell moser

Form 990, Part VI, Section A, Line 6

Annual membership shall be granted to all jewish persons who are (a) at least 13 years of age, and (b) pledge at least $18.00 to the corporation during such year.

Form 990, Part VI, Section A, Line 7A

The governance/nominating committee shall submit to the annual meeting of the members of the corporation a list of names chosen from the membership for election to the board of directors. Additional names may be placed in nomination upon the petition of at least twenty-five (25) members of the corporation, provided that such petition is received by the chair of the governance/nominating committee not less than twenty (20) days prior to the corporation's annual meeting. Notice of the names chosen by the governance/nominating committee and any names submitted by petition shall be given to the membership pursuant to the notice provision in article ii, section 6, not less than ten (10) days prior to the corporation's annual meeting. At the annual meeting members shall elect directors to fill vacancies on the board. The number of directors shall be established from time to time by the board. The number of directors shall be not less than three (3) and not more than thirty (30). Each newly elected director shall hold office for a two (2) year term or until his/her successor shall have been elected. No director shall serve more than three (3) consecutive terms, after which he/she shall not be eligible for election to the board until at least one (1) year has elapsed. This provision does not apply to someone serving on the board by virtue of their position as an officer.

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

The form 990 will be available for review to all board members prior to filing with the internal revenue service.

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

The milwaukee jewish federation does regularly and consistently monitor and enforce compliance with the conflict of interest policy. Specifically, each year all board members are provided a copy of the policy and a statement to complete, sign and return to the federation office. A committee reviews the statements for any conflicts and addresses any conflicts.

Form 990, Part VI, Section B, Line 15

During the 2018 tax year, the president and ceo's compensation was determined through the search process. The board chair worked with a lay search committee and independent search firm. The search firm completed a review of compensation levels for comparable positions nationally. For other officers, the ceo will work with the search committee and search firm, following the same processes. The president & ceo's and other officers' compensation will continue to be reviewed and negotiated by a compensation subcommittee of the officers. The process will occur every 3 years in time with the compensation contract renewal.

Form 990, Part VI, Section C, Line 19

The audited financial statements and annual report are available on the milwaukee jewish federation's website. The annual report provides a summary of income and community allocations. The conflict of interest policy and governing documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Milwaukee Jewish Federation Inc
EIN
39-0806312
Phone
4143905700
Address
1360 N PROSPECT AVE, MILWAUKEE, WI 53202

Signing Officer

Name
Miryam Rosenzweig
Title
President & CEO
Phone
4143905700
Signed
2022-03-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Miryam Rosenzweig
Formed
1938
Legal Domicile
Wi
Voting Board Members
30
Independent Board Members
30
Employees
66
Volunteers
490

Preparer

Firm
Sva Certified Public Accts Sc
Address
1221 JOHN Q HAMMONS DRIVE, MADISON, WI 53717
Preparer
Kirsten Houghton
Phone
6088318181
Supplemental Narrative

Financial Statement Notes

PART III, LINE 4:

The jewish museum milwaukee preserves and presents the jewish experience through the lens of greater milwaukee, and celebrates the continuum of jewish heritage and culture. The archives, exhibitions, programs and publications shall inspire public appreciation for the diversity of jewish life in a local and global historic context. Goals of the jewish museum are: -to collect, preserve and present the records and artifacts that document the jewish experience -to impart a sense of jewish history and continuity for present and future generations -to provide a sense of religion and cultural identity for members of the jewish community -to promote inter-faith understanding by providing a central jewish resource accessible to the greater metropolitan area -to fulfill the outreach and community-building mandate of the milwaukee jewish foundation

PART IV, LINE 2B:

Assets held on behalf of cemetary cemetery property and equipment and an investment portfolio intended to satisfy cemetery operating expenses were transferred to the federation in 1988. The assets are included in the federation's investments and property and equipment; cemetery payables are included in the federation's accounts payable and accrued expenses in the accompanying consolidated statements of financial position. The excess of cemetery assets over liabilities is recorded as a long-term liability in the accompanying consolidated statements of financial position as the entire transfer is revocable upon 60 days notice to or from the federation.

PART V, LINE 4:

The endowments will form a permanent base of support for our local community, our agencies, and our programs.

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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/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt29PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt30EXECUTIVE DIRECTOR - JEWISH COMMUNITY FOUNDATION
IRS990/Form990PartVIISectionAGrp/TitleTxt31CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt32CHIEF IMPACT OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt33VP OF LEADERSHIP AND GLOBAL
IRS990/Form990PartVIISectionAGrp/TitleTxt34CHIEF OPERATIONS OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01938

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