Milwaukee Jewish Federation Inc
- Assets
- $275.2m
- Revenue
- $33.2m
- Investments
- $62.5m
- Employees
- 66
- Location
- Milwaukee, WI
- Founding
- 07/1947
- Data as of
- 06/2021
- EIN
- 39-0806312
Organization Overview
Milwaukee Jewish Federation Inc is located in Milwaukee, WI. The organization was established in 1947. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 06/2021, Milwaukee Jewish Federation Inc employed 66 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Milwaukee Jewish Federation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Milwaukee Jewish Federation Inc generated $33.2m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 1.7% each year. All expenses for the organization totaled $26.9m during the year ending 06/2021. While expenses have increased by 0.1% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Milwaukee Jewish Federation Inc has awarded 1,618 individual grants totaling $92,946,782. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
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.
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.
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.
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.
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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Miryam Rosenzweig President & CEO | Officer | 40 | $240,792 |
Shimon Levy Chief Operations Officer | 40 | $190,489 | |
Mitchell Moser Executive Director - Jewish Community Foundation | Officer | 40 | $155,903 |
Stephanie Wagner Chief Impact Officer | 40 | $144,601 | |
Thomas Oechler Chief Financial Officer | Officer | 40 | $142,160 |
Hannah Wallick VP Of Leadership And Global | 40 | $107,635 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Gendelman Insurance Business Insurance | 6/29/21 | $258,258 |
Meress Security Security | 6/29/21 | $180,381 |
Bret Achtenhagen's Seasonal Services Landscaping Services | 6/29/21 | $144,210 |
Royal Janitorial Inc Cleaning Services | 6/29/21 | $175,605 |
Godfrey & Kahn Sc Legal Services | 6/29/21 | $113,035 |
Gendelman Insurance Business Insurance | 6/29/21 | $258,258 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $48,986 |
| All other contributions, gifts, grants, and similar amounts not included above | $16,567,128 |
| Noncash contributions included in lines 1a–1f | $2,865,828 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $16,616,114 |
| Total Program Service Revenue | $2,194,048 |
| Investment income | $8,283,606 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $5,221,880 |
| Net Income from Fundraising Events | $20,439 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $4,116 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $33,191,987 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $13,942,224 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $1,125,630 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $663,283 |
| Compensation of current officers, directors, key employees. | $189,035 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $3,230,332 |
| Pension plan accruals and contributions | $86,229 |
| Other employee benefits | $419,231 |
| Payroll taxes | $264,050 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $143,424 |
| Fees for services: Accounting | $52,861 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $597,865 |
| Fees for services: Other | $623,040 |
| Advertising and promotion | $69,512 |
| Office expenses | $270,468 |
| Information technology | $157,732 |
| Royalties | $0 |
| Occupancy | $1,828,559 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $47,861 |
| Interest | $1,046,420 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $1,700,167 |
| Insurance | $188,191 |
| All other expenses | $7,553 |
| Total functional expenses | $26,860,636 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,566,844 |
| Savings and temporary cash investments | $14,549,322 |
| Pledges and grants receivable | $3,937,628 |
| Accounts receivable, net | $1,279,166 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $3,536,925 |
| Inventories for sale or use | $1,823,493 |
| Prepaid expenses and deferred charges | $76,632 |
| Net Land, buildings, and equipment | $26,152,318 |
| Investments—publicly traded securities | $156,672,840 |
| Investments—other securities | $62,543,005 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $2,100,779 |
| Total assets | $275,238,952 |
| Accounts payable and accrued expenses | $2,460,568 |
| Grants payable | $4,920,538 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $54,340,000 |
| Escrow or custodial account liability | $5,617,001 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $756,927 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $36,128,822 |
| Total liabilities | $104,223,856 |
| Net assets without donor restrictions | $123,255,719 |
| Net assets with donor restrictions | $47,759,377 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $275,238,952 |
Grants Awarded
Over the last fiscal year, Milwaukee Jewish Federation Inc has awarded $27,387,486 in support to 386 organizations.
| Grant Recipient | Amount |
|---|---|
Milwaukee, WI PURPOSE: GENERAL DONATIONS | $2,997,029 |
Milwaukee, WI PURPOSE: GENERAL DONATIONS | $2,997,029 |
Milwaukee, WI PURPOSE: GENERAL DONATIONS | $1,594,272 |
Milwaukee, WI PURPOSE: GENERAL DONATIONS | $1,594,272 |
Milwaukee, WI PURPOSE: GENERAL DONATIONS | $1,258,091 |
Milwaukee, WI PURPOSE: GENERAL DONATIONS | $1,258,091 |
Grants Recieved
Over the last fiscal year, we have identified 3 grants that Milwaukee Jewish Federation Inc has recieved totaling $126,132.
| Awarding Organization | Amount |
|---|---|
Pelz Family Foundation Inc Mequon, WI PURPOSE: PROGRAM SUPPORT | $97,000 |
Samuel & Anne Rottman Charitable Trust La Crosse, WI PURPOSE: PER TRUST PROVISIONS | $28,172 |
Clarence And Pearl Becker Charitable Foundation Milwaukee, WI PURPOSE: GENERAL | $960 |
Endowment Analysis
| Beg. Balance | $60,823,080 |
| Earnings | $17,370,359 |
| Admin Expense | $433,464 |
| Net Contributions | $1,566,249 |
| Other Expense | $882,472 |
| Grants | $2,553,497 |
| Ending Balance | $75,890,255 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Jewish United Fund Of Metropolitan Chicago Chicago, IL | $237,716,660 | $98,017,955 |
United Jewish Foundation Bloomfield Hills, MI | $617,807,734 | $98,304,951 |
United Way Of Greater Milwaukee & Waukesha County Inc Milwaukee, WI | $57,056,595 | $64,052,238 |
Heart Of West Michigan United Way Grand Rapids, MI | $33,929,267 | $56,856,308 |
United Way Of Metropolitan Chicago Inc Chicago, IL | $58,068,035 | $46,184,540 |
Greater Twin Cities United Way Minneapolis, MN | $131,397,199 | $56,166,906 |
Jewish Federation Of Metropolitan Detroit Bloomfield Hills, MI | $47,934,420 | $53,063,745 |
Aurora Health Care Foundation Inc Milwaukee, WI | $332,167,553 | $7,899,285 |
United Way Of Central Iowa Des Moines, IA | $37,480,917 | $26,442,012 |
Minneapolis Jewish Federation Minneapolis, MN | $195,630,681 | $22,381,825 |
Milwaukee Jewish Federation Inc Milwaukee, WI | $275,238,952 | $33,191,987 |
United Way Of Dane County Inc Madison, WI | $25,467,311 | $22,528,941 |