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Nonprofiteer
← MILWAUKEE JEWISH FEDERATION INC

Form 990 for tax year 2022

Filed by MILWAUKEE JEWISH FEDERATION INC.

Totals

Total revenue
$26,295,375
Total expenses
$28,364,828
Contributions and grants received
$16,405,026
Grants paid
$13,261,067
Program service revenue
$2,740,851
Investment income
$6,964,332
Other revenue
$185,166
Total assets, end of year
$259,738,559
Total liabilities, end of year
$98,363,790
Net assets or fund balances, end of year
$161,374,769
Program services expenses (Part IX)
$23,946,920
Management and general expenses
$1,866,399
Fundraising expenses
$2,551,509
Program service expenses (Part III)
$23,946,920

Program services were 84.4% 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.

  • 1e · Government grants (contributions)

    $20,500

  • 1f · All other contributions, gifts and grants

    $16,384,526

  • 1g · Noncash contributions included above

    $3,830,324

  • 2a · Program service revenue: RENT FROM EXEMPT BUILDING

    total $2,503,960 · related or exempt $2,503,960

  • 2b · Program service revenue: NEWSPAPER ADVERTISING REVENUE

    total $236,891 · unrelated business $236,891

  • 3 · Investment income

    total $3,204,147 · unrelated business $396 · excluded $3,203,751

  • 7a · Gross sales of assets other than inventory

    securities $70,146,516

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

    securities $66,386,331

  • 7c · Gain or loss

    securities $3,760,185

  • 7d · Net gain or loss

    total $3,760,185 · excluded $3,760,185

  • 8a · Fundraising events: gross income

    $193,000

  • 8b · Fundraising events: direct expenses

    $68,305

  • 8c · Net income from fundraising events

    total $124,695 · excluded $124,695

  • 10a · Gross sales of inventory

    $14,098

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $14,098 · excluded $14,098

  • 11a · Other revenue: OTHER REVENUE

    total $46,253 · excluded $46,253

  • 11b · Other revenue: CEMETERY INCOME

    total $120 · excluded $120

  • 11e · Other revenue, total

    $46,373

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $11,724,819 · program services $11,724,819

  • 3 · Grants to foreign organizations and individuals

    total $1,536,248 · program services $1,536,248

  • 5 · Compensation of officers, directors and key employees

    total $750,877 · program services $274,070 · management and general $214,000 · fundraising $262,807

  • 7 · Other salaries and wages

    total $3,788,270 · program services $1,611,097 · management and general $876,025 · fundraising $1,301,148

  • 8 · Pension plan contributions

    total $116,521 · program services $37,238 · management and general $34,873 · fundraising $44,410

  • 9 · Other employee benefits

    total $512,244 · program services $196,479 · management and general $153,813 · fundraising $161,952

  • 10 · Payroll taxes

    total $341,136 · program services $136,020 · management and general $90,295 · fundraising $114,821

  • 11b · Fees: legal

    total $72,648 · program services $58,695 · management and general $7,701 · fundraising $6,252

  • 11c · Fees: accounting

    total $44,449 · program services $5,167 · management and general $7,856 · fundraising $31,426

  • 11f · Fees: investment management

    total $622,563 · program services $622,563

  • 11g · Fees: other

    total $573,044 · program services $281,730 · management and general $238,041 · fundraising $53,273

  • 12 · Advertising and promotion

    total $167,356 · program services $149,685 · management and general $5,102 · fundraising $12,569

  • 13 · Office expenses

    total $330,396 · program services $146,626 · management and general $62,297 · fundraising $121,473

  • 14 · Information technology

    total $253,106 · program services $176,511 · management and general $37,307 · fundraising $39,288

  • 16 · Occupancy

    total $2,226,099 · program services $2,071,046 · management and general $63,040 · fundraising $92,013

  • 19 · Conferences, conventions and meetings

    total $232,880 · program services $62,940 · management and general $44,514 · fundraising $125,426

  • 20 · Interest

    total $2,294,273 · program services $2,294,273

  • 22 · Depreciation, depletion and amortization

    total $1,778,719 · program services $1,778,719

  • 23 · Insurance

    total $187,003 · program services $161,124 · management and general $9,697 · fundraising $16,182

  • 24a · Other expenses: MISCELLANEOUS EXPENSES

    total $338,493 · program services $320,633 · management and general $17,860

  • 24b · Other expenses: PROGRAMS AND EVENTS

    total $279,287 · program services $106,840 · management and general $3,978 · fundraising $168,469

  • 24c · Other expenses: ANNUAL CAMPAIGN RESERVE

    total $110,598 · program services $110,598

  • 24d · Other expenses: NEWSPAPER

    total $76,529 · program services $76,529

  • 24e · All other expenses

    total $7,270 · program services $7,270

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,383,517 · end of year $247,827

  • 2 · Savings and temporary cash investments

    beginning of year $6,565,410 · end of year $10,162,254

  • 3 · Pledges and grants receivable

    beginning of year $2,952,391 · end of year $3,962,521

  • 4 · Accounts receivable

    beginning of year $1,217,551 · end of year $880,230

  • 7 · Other notes and loans receivable

    beginning of year $3,522,436 · end of year $3,505,118

  • 8 · Inventories for sale or use

    beginning of year $1,833,033 · end of year $545,841

  • 9 · Prepaid expenses and deferred charges

    beginning of year $126,527 · end of year $89,511

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

    $62,705,356

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

    $38,332,440

  • 10c · Land, buildings and equipment, net

    beginning of year $25,673,229 · end of year $24,372,916

  • 11 · Investments: publicly traded securities

    beginning of year $131,633,358 · end of year $142,073,311

  • 12 · Investments: other securities

    beginning of year $74,926,264 · end of year $72,081,089

  • 15 · Other assets

    beginning of year $2,229,620 · end of year $1,817,941

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,447,457 · end of year $1,370,644

  • 18 · Grants payable

    beginning of year $4,255,154 · end of year $4,340,529

  • 20 · Tax-exempt bond liabilities

    beginning of year $54,340,000 · end of year $54,340,000

  • 21 · Escrow or custodial account liability

    beginning of year $4,723,241 · end of year $5,035,415

  • 25 · Other liabilities

    beginning of year $31,025,891 · end of year $33,277,202

  • 27 · Net assets without donor restrictions

    beginning of year $97,253,045 · end of year $104,279,549

  • 28 · Net assets with donor restrictions

    beginning of year $59,018,548 · end of year $57,095,220

Mission and programs · 2022

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).

Activities or mission (Part I)

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.

  • THE JEWISH COMMUNITY FOUNDATION HELPS DONORS MAKE A LONG-TERM IMPACT ON THE VIBRANCY AND FINANCIAL STABILITY OF OUR COMMUNITY. THROUGH A VARIETY OF PLANNED GIVING OPTIONS, WE HELP OUR DONORS FULFILL BOTH THEIR FINANCIAL NEEDS AND CHARITABLE DESIRES WHILE SUPPORTING THE HEALTH OF A THRIVING JEWISH COMMUNITY.

    Expenses $9,717,314 · Grants $8,915,571

  • THE JEWISH MUSEUM MILWAUKEE IS DEDICATED TO PRESERVING AND PRESENTING THE HISTORY OF THE JEWISH PEOPLE IN SOUTHEASTERN WISCONSIN AND CELEBRATING THE CONTINUUM OF JEWISH HERITAGE AND CULTURE. THE HISTORY OF AMERICAN JEWS IS ROOTED IN THOUSANDS OF YEARS OF SEARCHING FOR FREEDOM AND EQUALITY. WE ARE COMMITTED TO SHARING THIS STORY AND THE LIFE LESSONS IT BRINGS WITH IT, SO THAT WE MAY ENHANCE THE PUBLIC'S AWARENESS AND APPRECIATION OF JEWISH LIFE AND CULTURE; TO BUILD BRIDGES BETWEEN PEOPLE OF DIVERSE BACKGROUNDS, AND TO USE HISTORY AND ART AS A LENS TO EXPLORE CONTEMPORARY THEMES.

    Expenses $796,103

  • THE NATHAN AND ESTHER PELZ HOLOCAUST EDUCATION RESOURCE CENTER (HERC) IN MILWAUKEE, WISCONSIN IS DEDICATED TO HOLOCAUST REMEMBRANCE, EDUCATION, AND THE PRESERVATION OF THE MEMORY OF ITS VICTIMS. BY TEACHING ABOUT THE HOLOCAUST, THE HOLOCAUST EDUCATION RESOURCE CENTER AIMS TO PROMOTE AWARENESS OF THE EVILS OF HATRED AND PREJUDICE AND TO INSPIRE ETHICAL BEHAVIOR. HERC TAUGHT THE LESSONS OF THE HOLOCAUST TO APPROXIMATELY 27,000 STUDENTS, TEACHERS AND COMMUNITY MEMBERS THROUGHOUT WISCONSIN LAST YEAR.

    Expenses $613,470

  • THE MISSION OF "THE CHRONICLE" IS TO PROVIDE NEWS OF A LOCAL, NATIONAL AND INTERNATIONAL CHARACTER SO AS TO FOSTER A SENSE OF COMMUNITY WITHIN THE JEWISH POPULATION IN WISCONSIN, PROVIDE INFORMATION AND INTERPRETATION CONCERNING JEWISH LIFE THAT IS NOT AVAILABLE THROUGH LOCAL AND NATIONAL MEDIA, CREATE A FORUM FOR HEARING THOSE ISSUES OF A LOCAL, NATIONAL AND INTERNATIONAL NATURE THAT ARE IMPORTANT TO JEWS, AND TO SUPPORT THE PUBLISHER. THE MILWAUKEE JEWISH FEDERATION IN ITS COMMUNITY-BUILDING GOAL OF PROMOTING AWARENESS OF AND SUPPORT FOR THE VALUE OF JEWISH COMMUNITY, SERVES AS A COMMUNICATIONS VEHICLE THROUGH WHICH LOCAL ORGANIZATIONS, AGENCIES AND SYNAGOGUES CAN REPORT TO THEIR CONSTITUENCIES AND TO THE JEWISH COMMUNITY IN GENERAL AND THROUGH WHICH THEY CAN PUBLICIZE THEIR ACTIVITIES, RECORD COMMUNITY EVENTS AND LIFE CYCLE EVENTS THROUGH ARTICLES AND PHOTOGRAPHS, SO AS TO ACT AS A HISTORY OF THE COMMUNITY, AND MAINTAIN AN ADVERTISING MEDIUM FOR REACHING THE JEWISH POPULATION.

    Expenses $357,636

  • OTHER PROGRAMS INCLUDE PARTNERSHIP2GETHER AND THE SCHLICHUT PROGRAM, WHICH PLAY A KEY ROLE IN ENSURING ONGOING CULTURAL AND PERSONAL CONTACT BETWEEN THE MILWAUKEE JEWISH COMMUNITY AND ISRAEL, WITH A FOCUS ON THE REGION OF THE SOVEV KINNERET. MILWAUKEE JEWISH FEDERATION PROGRAM SERVICES ALSO INCLUDE THE COALITION FOR JEWISH LEARNING (CJL), THE EDUCATION PROGRAM OF THE MILWAUKEE JEWISH FEDERATION.

    Expenses $12,462,397 · Grants $4,345,496 · Revenue $2,503,960

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

Listed in Part VII

  • Joan Lubar

    CHAIR

    Total calculated
    $0
    Hours/week
    2 + 0.5 related

  • Kurt Janavitz

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Esther Ancel

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Allan J Carneol

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Judith B Coran

    CHAIR-ELECT

    Total calculated
    $0
    Hours/week
    1

  • Pnina Goldfarb

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Sara Hermanoff

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lisa Hiller

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Andrea Schneider

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Betsy Rosenblum

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Brian Schupper

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tanya Arbit

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Linda Bader

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Alan Borsuk

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Idy Goodman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Adam Greenspan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rebecca Guralnick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ann Jacobs

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Moshe Katz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Raisa Koltun

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Cynthia Levy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David Lowe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Susan Lubar

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Cheryl Moser

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mindy Palay

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Max Rasansky

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Frances Richman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Yonina Schlussel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jodi Sprinkmann

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Caryn Steinberger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mark Miller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Miryam Rosenzweig

    PRESIDENT & CEO

    Total calculated
    $294,406
    From this org
    $272,969
    From related orgs
    $0
    Other
    $21,437
    Hours/week
    40 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $272,969
    Bonus
    $0
    Other
    $0
    Deferred
    $8,325
    Nontaxable benefits
    $13,112
    Filer's total
    $294,406

  • Mitchell Moser

    EXECUTIVE DIRECTOR - JEWISH COMMUNITY FOUNDATION

    Total calculated
    $247,341
    From this org
    $215,527
    From related orgs
    $0
    Other
    $31,814
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $215,527
    Bonus
    $0
    Other
    $0
    Deferred
    $3,225
    Nontaxable benefits
    $28,589
    Filer's total
    $247,341

  • Thomas Oechler

    CHIEF FINANCIAL OFFICER (THRU DEC 2022)

    Total calculated
    $169,348
    From this org
    $162,738
    From related orgs
    $0
    Other
    $6,610
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,738
    Bonus
    $0
    Other
    $0
    Deferred
    $4,909
    Nontaxable benefits
    $1,701
    Filer's total
    $169,348

  • Michael Sattell

    CHIEF FINANCIAL OFFICER (STARTING JAN 2023)

    Total calculated
    $0
    Hours/week
    40

  • Julie Schack

    VICE PRESIDENT OF PHILANTHROPY

    Total calculated
    $180,511
    From this org
    $163,159
    From related orgs
    $0
    Other
    $17,352
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,159
    Bonus
    $0
    Other
    $0
    Deferred
    $5,017
    Nontaxable benefits
    $12,335
    Filer's total
    $180,511

  • Stephanie Wagner

    CHIEF IMPACT OFFICER

    Total calculated
    $165,910
    From this org
    $148,936
    From related orgs
    $0
    Other
    $16,974
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,936
    Bonus
    $0
    Other
    $0
    Deferred
    $4,589
    Nontaxable benefits
    $12,385
    Filer's total
    $165,910

  • Hannah Wallick

    VP OUTREACH, ISRAEL & OVERSEAS (THRU NOV 2022)

    Total calculated
    $108,131
    From this org
    $104,982
    From related orgs
    $0
    Other
    $3,149
    Hours/week
    40

  • Ari Friedman

    DIRECTOR OF PROPERTIES AND SECURITY

    Total calculated
    $112,600
    From this org
    $100,371
    From related orgs
    $0
    Other
    $12,229
    Hours/week
    1

  • Patricia Sherman-Cisler

    EXECUTIVE DIRECTOR MUSEUM

    Total calculated
    $106,138
    From this org
    $102,622
    From related orgs
    $0
    Other
    $3,516
    Hours/week
    1

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 · Form 990 of other organizations
  • 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

The 10 largest by cash amount. The API serves every itemized grant.

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.

  • MJF HOUSING NO 2 INC

    501(C)(3) · LOW-INCOME HOUSING · WI · controlled entity

    Directly controlled by MILWAUKEE JEWISH FEDERATION INC

  • MJF HOUSING NO 3 INC

    501(C)(3) · LOW-INCOME HOUSING · WI · controlled entity

    Directly controlled by MILWAUKEE JEWISH FEDERATION INC

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • MJF HOLDINGS OF MILWAUKEE

    HOUSING · WI · income $506

    Directly controlled by MILWAUKEE JEWISH FEDERATION INC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • MFJ GOLDA MEIR HOUSING INC

    C · HOUSING · WI · 100% owned · controlled entity

    Directly controlled by MILWAUKEE JEWISH FEDERATION INC

Provenance

Return type
form_990
Tax year
2022
Filed
6 May 2024
IRS schema version
2022v5.0
Source object
202431349349302148

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