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Nonprofiteer
← HARRY AND ROSE SAMSON FAMILY JEWISH COMMUNITY CENTER INC

Form 990 for tax year 2022

Filed by HARRY AND ROSE SAMSON FAMILY JEWISH COMMUNITY CENTER INC.

Totals

Total revenue
$18,713,332
Total expenses
$19,108,615
Contributions and grants received
$5,705,629
Grants paid
$0
Program service revenue
$12,802,838
Investment income
$145,845
Other revenue
$59,020
Total assets, end of year
$52,816,368
Total liabilities, end of year
$25,916,774
Net assets or fund balances, end of year
$26,899,594
Program services expenses (Part IX)
$15,732,506
Management and general expenses
$3,041,079
Fundraising expenses
$335,030
Program service expenses (Part III)
$15,732,506

Program services were 82.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $1,172,410

  • 1c · Fundraising events

    $255,700

  • 1f · All other contributions, gifts and grants

    $4,277,519

  • 2a · Program service revenue: EARLY CHILDHOOD ACTIVITIES

    total $5,570,749 · related or exempt $5,570,749

  • 2b · Program service revenue: CAMP ACTIVITIES

    total $3,313,758 · related or exempt $3,313,758

  • 2c · Program service revenue: DUES - HEALTH CLUB

    total $2,782,339 · related or exempt $2,782,339

  • 2d · Program service revenue: PHYSICAL EDUCATION ACTIVITIES

    total $594,067 · related or exempt $594,067

  • 2e · Program service revenue: SOCIAL VENUES

    total $375,551 · related or exempt $375,551

  • 2f · All other program service revenue

    total $166,374 · related or exempt $166,374

  • 3 · Investment income

    total $137,198 · excluded $137,198

  • 7a · Gross sales of assets other than inventory

    securities $8,647

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $8,647

  • 7d · Net gain or loss

    total $8,647 · excluded $8,647

  • 8a · Fundraising events: gross income

    $188,511

  • 8a · Fundraising events: contributions included on line 1c

    $255,700

  • 8b · Fundraising events: direct expenses

    $129,491

  • 8c · Net income from fundraising events

    total $59,020 · excluded $59,020

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $362,593 · program services $228,754 · management and general $98,465 · fundraising $35,374

  • 7 · Other salaries and wages

    total $9,383,756 · program services $8,781,362 · management and general $448,962 · fundraising $153,432

  • 9 · Other employee benefits

    total $607,519 · program services $399,011 · management and general $195,556 · fundraising $12,952

  • 10 · Payroll taxes

    total $696,000 · program services $639,287 · management and general $36,381 · fundraising $20,332

  • 11c · Fees: accounting

    total $41,798 · management and general $41,798

  • 13 · Office expenses

    total $1,153,957 · program services $801,814 · management and general $308,320 · fundraising $43,823

  • 14 · Information technology

    total $620,398 · program services $335,279 · management and general $283,124 · fundraising $1,995

  • 16 · Occupancy

    total $2,722,690 · program services $2,268,841 · management and general $453,849

  • 17 · Travel

    total $376,688 · program services $299,523 · management and general $76,851 · fundraising $314

  • 20 · Interest

    total $153,014 · management and general $153,014

  • 22 · Depreciation, depletion and amortization

    total $778,318 · management and general $778,318

  • 23 · Insurance

    total $301,494 · program services $271,791 · management and general $29,426 · fundraising $277

  • 24a · Other expenses: PROGRAM SUPPLIES

    total $868,171 · program services $790,486 · management and general $38,771 · fundraising $38,914

  • 24b · Other expenses: FOOD

    total $859,220 · program services $790,252 · management and general $44,894 · fundraising $24,074

  • 24c · Other expenses: HOSPITALITY

    total $182,999 · program services $126,106 · management and general $53,350 · fundraising $3,543

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,214,055 · end of year $2,472,373

  • 2 · Savings and temporary cash investments

    beginning of year $1,870,586 · end of year $1,660,649

  • 3 · Pledges and grants receivable

    beginning of year $533,722 · end of year $695,425

  • 4 · Accounts receivable

    beginning of year $1,908,129 · end of year $613,079

  • 8 · Inventories for sale or use

    beginning of year $14,139 · end of year $14,139

  • 9 · Prepaid expenses and deferred charges

    beginning of year $867,888 · end of year $1,033,367

  • 10a · Land, buildings and equipment: cost or other basis

    $27,482,561

  • 10b · Land, buildings and equipment: accumulated depreciation

    $13,523,498

  • 10c · Land, buildings and equipment, net

    beginning of year $13,549,292 · end of year $13,959,063

  • 12 · Investments: other securities

    beginning of year $11,882,326 · end of year $29,638,163

  • 15 · Other assets

    beginning of year $2,475,562 · end of year $2,730,110

  • 17 · Accounts payable and accrued expenses

    beginning of year $988,536 · end of year $984,308

  • 19 · Deferred revenue

    beginning of year $3,699,891 · end of year $4,080,584

  • 23 · Secured mortgages and notes payable

    beginning of year $4,394,809 · end of year $20,035,668

  • 25 · Other liabilities

    beginning of year $55,000 · end of year $816,214

  • 27 · Net assets without donor restrictions

    beginning of year $9,159,223 · end of year $8,318,620

  • 28 · Net assets with donor restrictions

    beginning of year $17,018,240 · end of year $18,580,974

Mission and programs · 2022

Mission

OUR MISSION: CREATING SPACES. BUILDING OPPORTUNTIES. INSPIRING JEWISH MOMENTS FOR DIVERSE COMMUNITIES. THE JCC IS A NON-PROFIT ORGANIZATION COMMITTED TO SERVING THE ENTIRE COMMUNITY WITH INCLUSIVE JEWISH SPIRIT, AN INNOVATIVE CHARGE, AND A COMMITMENT TO BEING HERE AT EVERY STAGE OF YOUR JOURNEY, OUR MISSION STATEMENT ARTICULATES THE 'WHY' FOR AN AGENCY OF OUR SCALE, OUR DIVERSITY, AND OUR UNIQUE AND EVOLVING PLACE IN THIS COMMUNITY.

Activities or mission (Part I)

THE HARRY AND ROSE SAMSON FAMILY JEWISH COMMUNITY CENTER IS A NON-PROFIT, SOCIAL SERVICE AGENCY FOUNDED UPON JEWISH ETHICS AND VALUES. IT IS COMMITTED TO MEETING THE EVER CHANGING NEEDS OF THE ENTIRE JEWISH COMMUNITY FOR STRENGTHENING JEWISH IDENTITY AND FOR ENRICHING THE QUALITY OF JEWISH LIFE. THE CENTER PROVIDES THE TOTAL COMMUNITY WITH A FORUM FOR OPEN DIALOGUE REGARDING MATTERS AFFECTING JEWISH LIFE HERE, IN ISRAEL AND THROUGHOUT THE WORLD. THE CENTER INITIATES DIVERSIFIED SOCIAL, EDUCATIONAL, RECREATIONAL AND CULTURAL PROGRAMS WITHIN A JEWISH SETTING.

  • EARLY CHILDHOOD DEVELOPMENT - THE JCC'S EARLY CHILDHOOD DEVELOPMENT PROGRAM IS A CHILD-CENTERED CURRICULUM BASED ON AN EMERGENT APPROACH. THROUGH CAREFUL OBSERVATION AND DOCUMENTATION OF CHILDREN'S INTERESTS AND PLAY, OUR DEDICATED EARLY CHILDHOOD EDUCATORS CREATE DISCUSSION TOPICS THAT CAPTURE CHILDREN'S NATURAL CURIOSITY. WE STRIVE TO PROVIDE A HAPPY AND RELAXED LEARNING SITUATION THAT EMPHASIZES THE PROCESS OF LEARNING AND THE PLEASURE OF DISCOVERY. BEING A PART OF A DIVERSE COMMUNITY, WE CREATE CONNECTIONS THAT ENRICH OUR EVERYDAY LIVING AND LEARNING. OUR DEDICATED EARLY CHILDHOOD EDUCATORS ARE CONTINUALLY ENHANCING OUR RICH PROGRAM OF EXCELLENCE INSPIRED BY JEWISH TRADITION AND VALUES, STRENGTHENED BY ACTIVE PARENT INVOLVEMENT. WE BUILD TRUSTING RELATIONSHIPS THAT SUPPORT EACH CHILD'S INDIVIDUALITY, CREATIVITY AND POTENTIAL.

    Expenses $6,051,734 · Revenue $5,570,749

  • CAMP ACTIVITIES - CAMP INTERLAKEN, LOCATED IN EAGLE RIVER, WISCONSIN, OFFERS AN INCOMPARABLE JEWISH SUMMER EXPERIENCE FOR CAMPERS AND STAFF. JCC DAY CAMPS, LOCATED IN FREDONIA WISCONSIN AND WHITEFISH BAY, OFFERS A RANGE OF FUN AND LEARNING ACTIVITIES FOR CHILDREN AGES 5-14. SCHOLARSHIP SUPPORT AND SPECIAL PROGRAMMING IS AVAILABLE FOR SPECIAL NEEDS AND DISADVANTAGED CHILDREN. BOTH CAMPS FOSTER ENDURING RELATIONSHIPS, A LOVE OF JEWISH COMMUNITY AND A CONNECTION TO ISRAEL WHILE PROMOTING INDIVIDUAL GROWTH, LEARNING AND FUN.

    Expenses $3,956,830 · Revenue $3,313,758

  • HEALTH RECREATION AND FITNESS - THE JCC IS COMMITTED TO PROVIDING THE BEST PROGRAMS AND ACTIVITIES THAT PROMOTE PHYSICAL, SOCIAL AND SPIRITUAL HEALTH. OUR GOAL IS TO HELP MEMBERS ESTABLISH AND MAINTAIN HEALTHY LIFE-LONG HABITS THAT IMPROVE THE QUALITY OF THEIR LIVES.

    Expenses $2,415,411 · Revenue $594,067

  • OTHER PROGRAMS

    Expenses $3,308,531 · Revenue $3,324,264

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • CHAD TESSMER

    CHIEF MARKETING OFFICER

    Total calculated
    $71,906
    From this org
    $62,145
    From related orgs
    $0
    Other
    $9,761
    Hours/week
    40

  • RYAN O'DESKY

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • DAVID COHN

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • LORI CRAIG

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MICHELLE ELLNER

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • REENIE KAVALAR

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • STEVEN ARENZON

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ALEXANDRA GOLDMAN ROSE

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • AMY LOVELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • ANDREW KOMISAR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • CARRIE ALME

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • DAVID WASSERMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JAMES MADLOM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JASON LEVIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JON WERTZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JULIE ROSENFELD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • KEVIN SUCHER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • LAQUONDRA SHAW

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • LEO KLEINER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • LINA DREYFUS WALLACE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • LAUREN BLUMENTHAL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • MELISSA BARNETT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • MIKHAIL PALATNIK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • NANCY APPEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • RICARDO DIAZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • RICK ROCAMORA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • RONNA PACHEFSKY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • SHERYL RUBIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • STEPHANIE DYKEMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • MARK SHAPIRO

    PRESIDENT/CEO

    Total calculated
    $426,678
    From this org
    $386,462
    From related orgs
    $0
    Other
    $40,216
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $386,462
    Bonus
    $0
    Other
    $0
    Deferred
    $11,594
    Nontaxable benefits
    $28,622
    Filer's total
    $426,678

  • STACI WELLENTIN

    CHIEF OPERATING OFFICER

    Total calculated
    $189,373
    From this org
    $183,868
    From related orgs
    $0
    Other
    $5,505
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,868
    Bonus
    $0
    Other
    $0
    Deferred
    $5,505
    Nontaxable benefits
    $0
    Filer's total
    $189,373

  • TOMMY JOSTAD

    CHIEF FINANCIAL OFFICER

    Total calculated
    $165,446
    From this org
    $153,554
    From related orgs
    $0
    Other
    $11,892
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,554
    Bonus
    $0
    Other
    $0
    Deferred
    $4,596
    Nontaxable benefits
    $7,296
    Filer's total
    $165,446

  • TONI DAVISON LEVENBERG

    CAMP INTERLAKEN EXEC, DIRECTOR

    Total calculated
    $117,122
    From this org
    $104,316
    From related orgs
    $0
    Other
    $12,806
    Hours/week
    40

  • LEONARD KASS

    RAINBOW DAY CAMP EXEC. DIRECTOR

    Total calculated
    $111,437
    From this org
    $108,228
    From related orgs
    $0
    Other
    $3,209
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • MATAN FOUNDATION INC

    501(C)(3) · INACTIVE · WI · controlled entity

    Directly controlled by THE HARRY AND ROSE SAMSON FAMILY JEWISH COMMUNITY CENTER OF MILWAUKEE

Provenance

Return type
form_990
Tax year
2022
Filed
15 December 2023
IRS schema version
2022v5.0
Source object
202343529349300044

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