MILWAUKEE JEWISH FEDERATION INC Charity Report

Public IRS 990 nonprofit record

MILWAUKEE JEWISH FEDERATION INC

EIN 39-0806312 · Philanthropy, Voluntarism & Grantmaking Foundations (T700)

What they do

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).

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $84.60 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders39 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

83.18%of revenue went to mission work84.6% of expenses · Program services

8.96%of revenue went to fundraising9.1% of expenses

$98.32spent for every $100 of revenueRevenue covered expenses this year.

6.17%of revenue went to management and office costs6.3% of expenses

$8.49in assets for every $1 spent this yearSome assets cannot be spent right away.

55.9%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $321,861 for MIRYAM ROSENZWEIG (PRESIDENT & CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$33,554,629

Mission workProgram services$27,912,15883.18% of revenue84.6% of expenses

ManagementOffice and general costs$2,071,9366.17% of revenue6.3% of expenses

FundraisingAsking for donations$3,006,3118.96% of revenue9.1% of expenses

Revenue left after expensesReported annual surplus$564,2241.68% of revenueShown in gray on the chart

Total expenses$32,990,40598.32% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 84.6% mission · 6.3% management · 9.1% fundraisingTotal expenses: 98.32% of revenue

2023Expense mix: 86.9% mission · 5.4% management · 7.7% fundraisingTotal expenses: 111.06% of revenue

2022Expense mix: 84.4% mission · 6.6% management · 9.0% fundraisingTotal expenses: 107.87% of revenue

2021Expense mix: 84.6% mission · 7.1% management · 8.2% fundraisingTotal expenses: 101.13% of revenue

2020Expense mix: 85.4% mission · 7.4% management · 7.2% fundraisingTotal expenses: 80.93% of revenue

2019Expense mix: 86.4% mission · 5.7% management · 7.9% fundraisingTotal expenses: 87.23% of revenue

2018Expense mix: 88.9% mission · 4.6% management · 6.5% fundraisingTotal expenses: 103.99% of revenue

2017Expense mix: 88.9% mission · 4.6% management · 6.5% fundraisingTotal expenses: 118.24% of revenue

Money in and money out

Revenue$33,554,629

Expenses$32,990,405

Annual surplus $564,224 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$27,912,158 · 84.6% of expenses

Management and office costs$2,071,936 · 6.3% of expenses

Fundraising$3,006,311 · 9.1% of expenses

See all reported dollar amounts

Revenue$33,554,629

Expenses$32,990,405

Assets$280,142,726

Income$101,425,098

Contributions$18,758,722

Mission work (program services)$27,912,158

Fundraising$3,006,311

Grants given$111,959,873

Average grant$56,517

Management and general$2,071,936

Executive compensation (total)$701,779

Stocks and bonds$169,429,716

Accounting fees$53,500

Investing fees$612,181

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

MIRYAM ROSENZWEIGPRESIDENT & CEO · 40 hrs/week $321,861Base $301,445 · Other $20,416

MITCHELL MOSEREXECUTIVE DIRECTOR - JCF · 40 hrs/week $239,102Base $232,164 · Other $6,938

MICHAEL SATTELLCHIEF FINANCIAL OFFICER · 40 hrs/week $222,835Base $204,308 · Other $18,527

JULIE SCHACKVICE PRESIDENT OF PHILANTHROPY · 40 hrs/week $201,005Base $178,848 · Other $22,157

PATTI PORTHCONTROLLER · 40 hrs/week $144,531Base $115,677 · Other $28,854

ARI FRIEDMANDIRECTOR OF PROPERTIES AND SECURITY · 40 hrs/week $143,351Base $112,337 · Other $31,014

CAROLINE SAUCIER KRAVITCHIEF OPERATING OFFICER · 40 hrs/week $140,007Base $116,083 · Other $23,924

JEFFREY JONESDIRECTOR OF COMMUNICATIONS · 40 hrs/week $138,108Base $123,380 · Other $14,728

SAMANTHA ABRAMSONEXECUTIVE DIRECTOR - HERC · 40 hrs/week $137,716Base $130,170 · Other $7,546

MICHAEL HARRYMANCHIEF MARKETING & COMMUNICATIONS · 40 hrs/week $127,763Base $124,745 · Other $3,018

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (39)

MIRYAM ROSENZWEIGPRESIDENT & CEO

MITCHELL MOSEREXECUTIVE DIRECTOR - JCF

MICHAEL SATTELLCHIEF FINANCIAL OFFICER

JULIE SCHACKVICE PRESIDENT OF PHILANTHROPY

PATTI PORTHCONTROLLER

ARI FRIEDMANDIRECTOR OF PROPERTIES AND SECURITY

CAROLINE SAUCIER KRAVITCHIEF OPERATING OFFICER

JEFFREY JONESDIRECTOR OF COMMUNICATIONS

SAMANTHA ABRAMSONEXECUTIVE DIRECTOR - HERC

MICHAEL HARRYMANCHIEF MARKETING & COMMUNICATIONS

RAISA KOLTUNDIRECTOR

MARK GOLDSTEINVICE CHAIR

MINDY PALAYDIRECTOR

MOSHE KATZVICE CHAIR

TANYA ARBITVICE CHAIR

REBECCA GURALNICKDIRECTOR

SARA HERMANOFFCHAIR-ELECT

STEVEN ARENZONDIRECTOR

SUSAN LUBARDIRECTOR

SUSAN ANGEL MILLERDIRECTOR

SUSIE HONIGBERGDIRECTOR

ADAM WITKOVDIRECTOR

EILEEN GRAVESVICE CHAIR

ALAN BORSUKDIRECTOR

ALLAN J CARNEOLVICE CHAIR

ANN JACOBSDIRECTOR

BARBARA GLAZERTREASURER

BETSY ROSENBLUMDIRECTOR

BRIAN PARRISHDIRECTOR

CARYN STEINBERGERVICE CHAIR

CINDY LEVYSECRETARY

LISA HILLERDIRECTOR

IDY GOODMANDIRECTOR

JAMIE MILLERDIRECTOR

JILL PLAVNICKVICE CHAIR

JOAN LUBARDIRECTOR

JODI SPRINKMANNDIRECTOR

JUDITH B CORANCHAIR

LINDA BADERDIRECTOR

About this charity

Recognized since: January 1947
Location: 1360 N PROSPECT AVE, MILWAUKEE, WI 53202-3056
County: Milwaukee
In care of: MIRYAM ROSENZWEIG
Primary officer: MIRYAM ROSENZWEIG, PRESIDENT & CEO

How to reach them

WebsiteVisit the charity’s website Emailinfo@milwaukeejewish.org Phone(414) 390-5700

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: SVA CERTIFIED PUBLIC ACCTS SC
NTEE classification: Philanthropy, Voluntarism & Grantmaking Foundations (T700)
IRS tax category: Other Grantmaking and Giving Services
Grant-giving organization: Yes