2024-10-22T16:22:28-05:00 2024-02-29 920431676 ARROW CPAS LLC 6411 MINERAL POINT RD SUITE 111 MADISON WI 537054342 990 2023-03-01 390867186 JEWISH FEDERATION OF MADISON INC JEWI 6082781808 6434 ENTERPRISE LANE MADISON WI 537191117 ALAN KLUGMAN EXECUTIVE DIRECTOR 6082781808 2024-09-30 1 1 PAULINE VOSBERG P01543296 6084423838 2024-09-25 2023 2024-10-15 13:58:12Z ALAN KLUGMAN 6434 ENTERPRISE LANE MADISON WI 537191117 4413896 0 8008 X WWW.JEWISHMADISON.ORG X 1940 WI TO INSPIRE, BUILD, AND SUSTAIN VIBRANT JEWISH LIFE BY FOSTERING DIVERSE OPPORTUNITIES TO CONNECT AT EVERY AGE AND MOBILIZING OUR COMMUNITY IN COMMON PURPOSE, IN MADISON, ISRAEL, AND AROUND THE WORLD. 32 32 193 70 0 0 1012748 1480425 1460488 1660587 -92434 75939 3565 7120 2384367 3224071 408696 532513 0 0 1307654 1450692 0 0 17694 990336 927046 2706686 2910251 -322319 313820 7303660 7915686 358213 262085 6945447 7653601 X TO INSPIRE, BUILD, AND SUSTAIN VIBRANT JEWISH LIFE BY FOSTERING DIVERSE OPPORTUNITIES TO CONNECT AT EVERY AGE AND MOBILIZING OUR COMMUNITY IN COMMON PURPOSE, IN MADISON, ISRAEL, AND AROUND THE WORLD. 0 0 505080 548218 THE HILDE L MOSSE GAN HAYELED PRESCHOOL IS THE EARLY CHILD-HOOD PROGRAM OF THE JEWISH FEDERATION OF MADISON SERVING APPROX. 36 STUDENTS YEAR-ROUND IN A 1)NURSERY SCHOOL PROGRAM; 2)SUMMER CAMP; 3)EXTENDED TIME PROGRAM;4)INTERSESSION PROGRAM. SCHOLARSHIPS ARE PROVIDED BY JEWISH FEDERATION OF MADISON BASED UPON FAMILY FINANCIAL NEED AS DOCUMENTED ON CONFIDENTIAL SCHOLARSHIP APPLICATION FORMS. THE HILDE L MOSSE GAN HA YELED PRESCHOOL IS LICENSED BY THE STATE OF WISCONSIN 752702 1011508 CAMP SHALOM, FOUNDED 1954, IS THE OLDEST SUMMER DAY CAMP IN DANE COUNTY. FOUNDED AND SPONSORED BY JEWISH FEDERATION OF MADISON, INC., CAMP SHALOM SERVES UP TO 1000 CHILDREN -KINDERGARTEN THROUGH NINTH GRADE -EACH SUMMER IN THREE DAY CAMPING SESSIONS OPERATING OUT OF THE IRWIN AND ROBERT GOODMAN JEWISH COMMUNITY CAMPUS IN THE TOWN OF VERONA. SCHOLARSHIPS ARE AWARDED BASED UPON FAMILY FINANCIAL NEED AS DOCUMENTED ON CONFIDENTIAL SCHOLARSHIP APPLICATION FORMS FILLED OUT BY THE FAMILIES ATTENDING CAMP. CAMP SHALOM IS LICENSED BY THE STATE OF WISCONSIN. CAMP SHALOM SERVES CHILDREN ENTERING GRADES KINDERGARTEN THROUGH GRADE FIVE THE FOLLOWING FALL. CAMP NOAR BOGRIM SERVES CHILDREN ENTERING GRADES SIX, SEVENTH, EIGHTH AND NINTH THE FOLLOWING FALL. CAMP NOAR BOGRIM ALSO SERVES CHILDREN ENTERING GRADES SIX, SEVEN, EIGHT AND NINE THE FOLLOWING FALL. CAMP SHALOM ALSO OFFERS A WINTER SESSION AS WELL. 27616 17705 MIDRASHA HEBREW HIGH SCHOOL SERVES APPROXIMATELY 45 STUDENTS IN GRADES 8 THROUGH 12. HEBREW CLASSES AND JEWISH STUDIES TAKE PLACE ON WEDNESDAY EVENINGS AND SUNDAY AFTERNOONS. PUBLIC HIGH SCHOOL FOREIGN LANGUAGE CREDIT IS AVAILABLE FOR THE HEBREW CURRICULUM. THE FEDERATION PROVIDES INCENTIVE AWARDS OF UP TO $3000 FOR JEWISH EDUCATIONAL EXPERIENCES. THE SCHOLARSHIPS PROVIDE FOR CONTINUING JEWISH STUDIES BASED UPON APPLICATION MADE TO THE MIDRASHA COMMITTEE. 355101 83066 GOODMAN COMMUNITY CAMPUS 593912 532513 4620 OVERSEAS & NATIONAL AGENCIES & LOCAL AGENCIES & SERVICES 101986 90 JEWISH OUTREACH 83305 2500 COMMUNICATIONS 1134304 532513 90276 2419702 1 1 0 0 0 1 0 1 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 7 0 1 193 1 0 0 0 0 0 0 0 0 0 0 X 32 32 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X SVETLANA GOVORUKHA 6082781808 6434 ENTERPRISE LANE MADISON WI 53719 X FRED GANTS 1ST VICE PRESIDENT 1.00 X X 0 0 0 DAN WEISS 2ND VICE PRESIDENT 1.00 X X 0 0 0 LIVIA ASHER ASSISTANT TREASURER 1.00 X X 0 0 0 DOUGLAS BERRY OFFICER - TREASURER 1.00 X X 0 0 0 PAUL GROSSBERG DIRECTOR 1.00 X 0 0 0 JUDY PIEROTTI DIRECTOR 1.00 X 0 0 0 RANDY BLUMENSTEIN DIRECTOR 1.00 X 0 0 0 SARAH MINKOFF DIRECTOR 1.00 X 0 0 0 DAVID GORDON DIRECTOR 1.00 X 0 0 0 RON LUSKIN DIRECTOR 1.00 X 0 0 0 ROBYN SPERLING DIRECTOR 1.00 X 0 0 0 YOLANDA GORMAN DIRECTOR 1.00 X 0 0 0 NAN YOUNGERMAN DIRECTOR 1.00 X 0 0 0 BEN WEISMER DIRECTOR 1.00 X 0 0 0 MELANIE COHEN DIRECTOR 1.00 X 0 0 0 YARON NILI DIRECTOR 1.00 X 0 0 0 LINDA REIVITZ DIRECTOR 1.00 X 0 0 0 AMY KRAUTHAMER-MALONEY DIRECTOR 1.00 X 0 0 0 STEVEN MORRISON EXECUTIVE DIRECTOR EMERITU 1.00 X 0 0 0 RABBI LAURIE ZIMMERMAN EX-OFFICIO 1.00 X 0 0 0 RABBI JON PROSNIT EX-OFFICIO 1.00 X 0 0 0 RABBI YONA MATUSOF EX-OFFICIO 1.00 X 0 0 0 RABBI BETSY FORESTER EX-OFFICIO 1.00 X 0 0 0 FRANCES WEINSTEIN HONORARY 1.00 X 0 0 0 HANNAH ROSENTHAL HONORARY 1.00 X 0 0 0 JOE SHUMOW IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 JOEL MINKOFF OFFICER - AT LARGE 1.00 X X 0 0 0 DEBORAH MINKOFF OFFICER - AT LARGE 1.00 X X 0 0 0 JEREMY TUNIS OFFICER-AT LARGE 1.00 X X 0 0 0 DIANE SEDER OFFICER-AT LARGE 1.00 X X 0 0 0 LAINIE MINKOFF OFFICER-GENERAL SECRETARY 1.00 X X 0 0 0 KATHY BLUMENFELD PAST PRESIDENT 1.00 X 0 0 0 ALICIA SCHIFF PAST PRESIDENT 1.00 X 0 0 0 WILLIAM HAUS PAST PRESIDENT 1.00 X 0 0 0 THOMAS PALAY PAST PRESIDENT 1.00 X 0 0 0 LESTER PINES PAST PRESIDENT 1.00 X 0 0 0 MARC SHOVERS PAST PRESIDENT 1.00 X 0 0 0 MARK LAUFMAN PAST PRESIDENT 1.00 X 0 0 0 JAMES STEIN PAST PRESIDENT 1.00 X 0 0 0 JAMES YOUNGERMAN PAST PRESIDENT 1.00 X 0 0 0 SASHA KERLOW PRESIDENT 10.00 X X 0 0 0 ANN IMIG RECORDING SECRETARY 1.00 X X 0 0 0 RITA GERMAN DIRECTOR 1.00 X 0 0 0 STORMY-KITO JUSTICE DIRECTOR 1.00 X 0 0 0 MARTA KARLOV DIRECTOR 1.00 X 0 0 0 NANCY LEFF DIRECTOR 1.00 X 0 0 0 GERALD STERNBERG DIRECTOR 1.00 X 0 0 0 ZIVA WEAR DIRECTOR 1.00 X 0 0 0 ALAN KLUGMAN EXECUTIVE DIRECTOR 40.00 X 130000 0 0 130000 0 0 1 0 0 0 0 449237 1031188 413 1480425 FEDERATION CAMPS 713990 1011508 1011508 HILDE L. MOSSE GAN HAY 611600 548218 548218 GOODMAN COMMUNITY CAMP 713990 83066 83066 MIDRASHA HEBREW HIGH SCHOOL 611600 17705 17705 JEWISH OUTREACH 611600 90 90 1660587 147461 147461 1118303 1189825 -71522 -71522 -71522 MISCELLANEOUS 561000 4620 4620 WEBSITE SPONSORSHIP 541800 2500 2500 7120 3224071 1667707 0 75939 521703 521703 10810 10810 238665 238665 958953 958953 157235 98796 58439 95839 78679 17160 413 413 25990 25990 46685 28991 17694 380 380 15576 15576 30386 30386 51251 51251 333 333 165771 160138 5633 50288 39360 10928 TRANSPORTATION 107074 107074 PROGRAM EXPENSE 81148 81148 SMALL EQUIPMENT/REPAIRS 64527 64527 ONLINE REGISTRATION FEE 44002 44002 243222 225141 18081 2910251 2419702 472855 17694 212626 191707 852964 1307779 111736 128022 12580 145347 18416 7662 6079914 3103591 3076771 2976323 2971816 3147831 46751 11015 7303660 7915686 204972 197923 124455 52816 28786 11346 358213 262085 X 4748662 5361194 2196785 2292407 6945447 7653601 7303660 7915686 313820 393921 413 0 X X 0 1 X 1 0 X 985890 919791 999659 1012748 1480425 5398513 985890 919791 999659 1012748 1480425 5398513 1064293 4334220 177429 160954 7772 97361 147461 590977 25785 26674 17682 3565 7120 80826 6070316 5840549 0.71400 0.83330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6 84 70990 34033 1 1 X X 0 2770761 2770761 2770761 2770761 2770761 2770761 2770661 100 2770761 2770661 2770661 1 0 725234 725234 3941449 2074014 1867435 711487 518035 193452 701744 511542 190202 2976323 SCHWAB INVESTMENTS 1598006 F JOHNSON FINANCIAL INVESTMENTS 1549825 F 3147831 LEASE LIABILITY 11346 11346 X 3618405 393921 413 394334 3224071 0 3224071 2910251 0 2910251 0 2910251 PART III, LINE 1A: SIGNIFICANT AMOUNTS OF ARTWORK CREATED BY JEWISH ARTISTS AND/OR PRESENTING A JEWISH ISSUE HAVE BEEN DONATED TO THE FEDERATION IN PRIOR YEARS; HOWEVER, THESE PIECES HAVE NOT BEEN CAPITALIZED ON THE FINANCIAL STATEMENTS BECAUSE THEY MEET ALL OF THE FOLLOWING CRITERIA: * ARE HELD FOR EXHIBITION TO THE PUBLIC, FOR EDUCATIONAL PURPOSES, OR FOR RESEARCH IN FURTHERANCE OF PUBLIC SERVICE AND NOT FINANCIAL GAIN, * ARE PROTECTED, CARED FOR, AND PRESERVED, * ARE SUBJECT TO A POLICY REQUIRING ANY PROCEEDS FROM THE SALE OF COLLECTION ITEMS TO BE REINVESTED IN OTHER COLLECTION ITEMS. PART III, LINE 4: THE ARTWORK COLLECTIONS ARE HELD FOR EXHIBITION AND EDUCATIONAL PURPOSES TO FURTHER KNOWLEDGE OF JEWISH ARTISTS AND PROVIDE ARTISTIC INTERPRETATION OF JEWISH ISSUES THROUGH HISTORY. PART V, LINE 4: ALL TEMPORARILY RESTRICTED ENDOWMENT FUNDS HAVE A DESIGNATION BY THE DONOR. ALL ENDOWMENTS FUNDS THAT HAVE A BOARD DESIGNATION ARE TO BE USED TO MEET THE EXEMPT PURPOSES OF THE ORGANIZATION WITH THE FURTHER ANNUAL SPENDING LIMITATION SET BY THE ENDOWMENT FUND POLICIES. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE JEWISH FEDERATION OF MADISON, INC'S MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE FEDERATION'S MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF FEBRUARY 29, 2024 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. FOR US FEDERAL INCOME TAXES, THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATION FOR THOSE TAX YEARS ENDING THE LATER OF 3 YEARS FROM THE CURRENT YEAR'S TAX RETURN DUE DATE, OR THE DATE THAT THE RETURN WAS ACTUALLY FILED. FOR WISCONSIN INCOME TAXES, THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS FOR THOSE TAX YEARS ENDING THE LATER OF 4 YEARS FROM THE CURRENT YEAR'S TAX RETURN DUE DATE, OR THE DATE THAT THE RETURN WAS ACTUALLY FILED SCHEDULE D PART XI LINE 4B. OTHER ADJUSTMENT MADE TO REDUCE REVENUE BY THE AMOUNT OF LOSS FROM THE DISPOSALS OF FIXED ASSETS. 1 JEWISH FEDERATIONS OF NORTH AMERICA 111 EIGHTH AVENUE NEW YORK NY 10011 131624240 501 (C) (3) 338954 0 FURTHER THE MISSION TO MOBILIZE PHILANTHROPIC RESOURCES TO STRENGTHEN JEWISH ORGANIZATIONS HILLEL FOUNDATION - UNIVERSITY OF WISCONSIN 611 LANGDON STREET MADISON WI 53703 392035142 501 (C) (3) 36825 0 HELP SUPPORT THE MANY UW-CAMPUS ORGANIZATIONS SERVING STUDENTS JEWISH SOCIAL SERVICES 6434 ENTERPRISE LANE MADISON WI 53719 391300430 501 (C) (3) 60800 0 SUPPORT SOCIAL SERVICES TO REFUGEES AND COMMUNITY AT LARGE UW CHABAD HOUSE 223 W GILMAN ST MADISON WI 53703 812195403 501 (C) (3) 7600 0 SUPPORT PROGRAMS TO PROMOTE JEWISH KNOWLEDGE & AWARENESS & THE MEANS TO PRACTICE JEWISH HERITAGE WISCONSIN JEWISH CONFERENCE 16 NORTH CARROLL STREET MADISON WI 53703 390806312 501 (C) (3) 8550 0 SUPPORT ITS ADVOCACY, REPRESENTATION AND CLEARING HOUSE FOR COMMUNITIES SUCH AS MADISON TEMPLE BETH EL OF MADISON 2702 ARBOR DRIVE MADISON WI 53711 396007966 501 (C) (3) 10000 0 FOR ADDRESSING RACIAL DISPARITIES THROUGH SUMMER YOUTH INTERNSHIPS FOR LOW INCOME YOUTH OF COLOR RACE PLACE COALITION INC 2805 CENTER AVE UNIT 1 MADISON WI 53704 881251594 501 (C) (3) 10000 0 TO SUPPORT PHILANTHROPIC RESOURCES TO STRENGTHEN JEWISH VALUES IN THE COMMUNITYTO FUND FOOD DRIVE FOR THE COMMUNITY WISCONSIN FAITH VOICES FOR JUSTICE 21 CHAUTAUGUA TRAIL MADISON WI 53719 815284790 501 (C) (3) 20000 0 TO SUPPORT PHILANTHROPIC RESOURCES TO STRENGTHEN JEWISH VALUES IN THE COMMUNITY DESIGNATED GRANTS 2 2000 ACTUAL AMOUNTS OF GRANTS PAID OUT UJC MISSIONS & MTGS. SUBSIDY 1 8810 FUNDS TO MOBILIZE PHILANTHROPIC RESOURCES TO STRENGTHEN JEWISH COMMUNITIES PART I, LINE 2: DONATIONS ARE MADE TO OTHER 501(C)(3) ORGANIZATIONS. MANAGEMENT VERIFIES THAT THEIR EXEMPT STATUS IS STILL IN EXISTENCE ANNUALLY. SCHOLARSHIPS ARE PROVIDED TO PEOPLE WHO COMPLETE APPLICATION FORMS, REQUESTING ASSISTANCE TO ALLOW THEIR CHILDREN TO ATTEND FEDERATION CAMPS. MIDRASHA PROVIDES INCENTIVE AWARDS TO STUDENTS WHO GRADUATE FROM THE MIDRASHA PROGRAMS. THE APPLICATION IS MADE TO THE MIDRASHA DIRECTOR, REQUESTING REIMBURSEMENT OF THE COST FOR PURSUING CONTINUING JEWISH STUDIES. X X 0 0 0 0 0 0 0 0 0 ALAN KLUGMAN EXECUTIVE DIRECTOR 130000 0 0 0 0 0 0 0 0 0 130000 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS LAINIE AND SARAH MINKOFF ARE JOEL AND DEBORAH MINKOFF'S DAUGHTER-IN-LAWS. ANOTHER BOARD MEMBER SASHA KERLOW WORKS TOGETHER WITH JOEL MINKOFF. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR COMPARES FORM 990 TO THE AUDIT REPORT AND THEN PROVIDES BOTH THE AUDIT REPORT AND FORM 990 TO THE EXECUTIVE COMMITTEE AND/OR THE BOARD OF DIRECTORS FOR DISCUSSION AND APPROVAL. ONCE APPROVED, FORM 990 IS FILED WITH IRS. FORM 990, PART VI, SECTION B, LINE 12C A LETTER IS SENT ANNUALLY TO EACH BOARD MEMBER WHICH INCLUDES THE CONFLICT OF INTEREST POLICY AND A FORM WHICH REQUIRES THEIR SIGNATURE AND DATE INDICATING THEY HAVE READ, UNDERSTAND, AND ACCEPT THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 SALARY SURVEYS ON KEY STAFF ARE REQUESTED ANNUALLY. RESULTING ANNUAL REPORT IS GIVEN TO THE ADMINISTRATIVE COMMITTEE FOR REVIEW TO BE SURE THAT SALARIES ARE IN LINE. THIS SURVEY IS THE JEWISH FEDERATION NORTH AMERICA ANNUAL SALARIES SURVEY AND HAS KEY EMPLOYEE SALARIES LISTED BY CITY SIZE, HIGH-LOW INFORMATION, AND OTHER DEMOGRAPHIC INFORMATION TO HELP MAKE ANNUAL SALARY DECISIONS. FORM 990, PART VI, SECTION C, LINE 18 UPON REQUEST TO THE ADMINISTRATIVE OFFICE OF THE ORGANIZATION, THE ORGANIZATION MAKES FORM 1023 AND FORM 990 AVAILABLE FOR PUBLIC INSPECTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990. PART XI. LINE 2C THE ORGANIZATION HAS A FINANCE COMMITTEE. JEWISH SOCIAL SERVICES OF MADISON INC 6434 ENTERPRISE LANE MADISON WI 537191117 391300430 TO ENHANCE QUALITY OF LIFE FOR THOSE IN THE JEWISH COMMUNITY AND REFUGEES WI 501(C)(3) 509(A)(2) 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 JEWISH SOCIAL SERVICES OF MADISON INC N 23956 PERCENTAGE OF SHARED EXPENSES JEWISH SOCIAL SERVICES OF MADISON INC B 60800 CASH DONATION