2024-11-15T15:24:40-06:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990 2023-07-01 390806234 THE HARRY AND ROSE SAMSON FAMILY JEWISH COMMUNITY CENTER OF MILWAUKEE HARR 4149644444 6255 NORTH SANTA MONICA BLVD MILWAUKEE WI 53217 MARK SHAPIRO PRESIDENT/CEO 4149644444 2024-11-12 1 1 TROY MARINE CPA P00187863 4147775500 2024-11-12 2023 2024-10-15 13:58:12Z MARK SHAPIRO 6255 NORTH SANTA MONICA BLVD MILWAUKEE WI 53217 18709659 0 X WWW.JCCMILWAUKEE.ORG X 1929 WI 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 STRENGHENING 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. 29 29 655 250 0 0 5705629 4453277 12802838 13946288 145845 75057 59020 99243 18713332 18573865 0 0 0 0 11049868 11526351 0 0 359050 8058747 8398300 19108615 19924651 -395283 -1350786 52816368 50832526 25916774 24627631 26899594 26204895 X OUR MISSION: CREATING SPACES. BUILDING OPPORTUNTIES. INSPIRING JEWISH MOMENTS FOR DIVERSE COMMUNITIES. 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. 0 0 5988292 5950711 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 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 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. 4289949 3594309 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. 2755885 685633 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. 3544134 3715635 OTHER PROGRAMS. 3544134 3715635 16578260 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 77 0 1 655 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 29 29 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X TOMMY JOSTAD 4149644444 6255 N SANTA MONICA BLVD MILWAUKEE WI 53217 RYAN O'DESKY CHAIR 1.00 X X 0 0 0 DAVID COHN VICE CHAIR 1.00 X X 0 0 0 LORI CRAIG VICE CHAIR 1.00 X X 0 0 0 MICHELLE ELLNER VICE CHAIR 1.00 X X 0 0 0 REENIE KAVALAR VICE CHAIR 1.00 X X 0 0 0 STEVEN ARENZON VICE CHAIR 1.00 X X 0 0 0 ALEXANDRA GOLDMAN ROSE SECRETARY/TREASURER 1.00 X X 0 0 0 NANCY KENNEDY BARNETT IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 ANDY KOMISAR DIRECTOR 0.50 X 0 0 0 DAVID MARKS DIRECTOR 0.50 X 0 0 0 DAVID WASSERMAN DIRECTOR 0.50 X 0 0 0 ELIOT SCHEUER DIRECTOR 0.50 X 0 0 0 ELIZABETH GOLDSTEIN DIRECTOR 0.50 X 0 0 0 JAMES MADLOM DIRECTOR 0.50 X 0 0 0 JASON LEVIN DIRECTOR 0.50 X 0 0 0 JOEL AIZEN DIRECTOR 0.50 X 0 0 0 JONATHON WERTZ DIRECTOR 0.50 X 0 0 0 JULIE ROSENFELD DIRECTOR 0.50 X 0 0 0 KEVIN SUCHER DIRECTOR 0.50 X 0 0 0 LAUREN BLUMENTHAL DIRECTOR 0.50 X 0 0 0 LEO KLEINER DIRECTOR 0.50 X 0 0 0 LINA DREYFUS WALLACE DIRECTOR 0.50 X 0 0 0 MELISSA BARNETT DIRECTOR 0.50 X 0 0 0 MIKHAIL PALATNIK DIRECTOR 0.50 X 0 0 0 RICARDO DIAZ DIRECTOR 0.50 X 0 0 0 RONNA BROMBERG PACHEFSKY DIRECTOR 0.50 X 0 0 0 SHERYL RUBIN DIRECTOR 0.50 X 0 0 0 STEPHANIE DYKEMAN DIRECTOR 0.50 X 0 0 0 THAD NATION DIRECTOR 0.50 X 0 0 0 MARK SHAPIRO PRESIDENT/CEO 40.00 X 361839 0 36768 STACI WELLENTIN CHIEF OPERATING OFFICER 40.00 X 185409 0 5562 TOMMY JOSTAD CHIEF FINANCIAL OFFICER 40.00 X 167039 0 7314 JONAH GELLER CHIEF INNOVATION OFFICER 40.00 X 158960 0 11405 TONI DAVISON LEVENBERG CAMP INTERLAKEN EXEC DIRECTOR 40.00 X 125000 0 11652 LEONARD KASS RAINBOW DAY CAMP, EXEC DIRECTOR 40.00 X 108278 0 20347 1106525 0 93048 7 0 1 0 CCS WISCONSIN JANITORIAL INC PO BOX 850403 MINNEAPOLIS MN 55485 CLEANING 776290 WTS INTERNATIONAL 3200 TOWER OAKS BLVD SUITE 400 ROCKVILLE MD 20852 CONSULTING 461150 WOLFOODS INC 521 CENTRE ST SOUTH ORANGE NJ 07079 FOOD SERVICE 255831 FIRST STUDENT CHARTER BUS RENTAL 22157 NETWORK PLACE CHICAGO IL 60673 TRANSPORTATION SERVCIES 186715 CAFE OSHER LLC 611 LANGDON STREET MADISON WI 53703 FOOD SERVICE 162129 6 1185515 269000 2998762 4453277 EARLY CHILDHOOD ACTIVI 624100 5950711 5950711 CAMP ACTIVITIES 713940 3594309 3594309 DUES - HEALTH CLUB 713940 3134990 3134990 PHYSICAL EDUCATION ACT 713940 685633 685633 SOCIAL VENUES 531190 406989 406989 173656 173656 13946288 75057 75057 235037 269000 135794 99243 99243 18573865 13946288 0 174300 368435 240732 91667 36036 9815420 9241146 417972 156302 615155 419903 182057 13195 727341 672759 33870 20712 49860 49860 896530 829241 27468 39821 582847 395424 183038 4385 2872656 2228744 643812 100 435214 340707 94027 480 129914 129914 889857 889857 317262 281006 36001 255 PROGRAM SUPPLIES 1112155 954453 114534 43168 FOOD 908011 833341 31748 42922 HOSPITALITY 203994 140804 61516 1674 19924651 16578260 2987341 359050 2472373 706641 1660649 2057858 695425 862363 613079 443513 14139 13443 1033367 1008783 28044074 14413355 13959063 13630719 12699652 13254903 19668621 18854303 52816368 50832526 984308 835020 4080584 3777510 3713255 3083333 17138627 16931768 25916774 24627631 X 8318620 10617916 18580974 15586979 26899594 26204895 52816368 50832526 X -1350786 -2149 658236 X X 0 1 X 1 0 X 5067557 7445372 5431327 5705629 4453277 28103162 5067557 7445372 5431327 5705629 4453277 28103162 28103162 3335 3422 3527 137198 75057 222539 28325701 53263471 0.99210 0.99440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 840032 840032 17103434 7701710 9401724 6451686 4082778 2368908 3633922 2628867 1005055 15000 15000 13630719 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 12997536 C OTHER INVESTMENTS 257367 C 13254903 CASH SURRENDER VALUE OF LIFE INSURANCE 6378 ASSETS HELD AT MILWAUKEE JEWISH FEDERATION 1926547 UNCONDITIONAL PROMISES TO GIVE 351760 RIGHT OF USE ASSET 16569618 18854303 LEASE LIABILITY PAYABLE 16931768 16931768 X 19235837 -2149 528327 526178 18709659 -135794 -135794 18573865 19930536 135794 135794 19794742 129909 129909 19924651 PART X, LINE 2: THE CENTER IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND IS CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A). THE CENTER IS ALSO EXEMPT FROM WISCONSIN INCOME TAXES. THE CENTER FOLLOWS THE GUIDANCE FOR ACCOUNTING FOR UNCERTAINTIES IN INCOME TAXES WHICH INCREASES THE RELEVANCY AND COMPARABILITY OF FINANCIAL REPORTING BY CLARIFYING THE WAY ORGANIZATIONS ACCOUNT FOR UNCERTAINTIES IN INCOME TAXES FOR TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN. IT MAKES RECOGNITION AND MEASUREMENT MORE CONSISTENT AS WELL AS OFFERING CLEAR CRITERIA FOR SUBSEQUENTLY RECOGNIZING, DERECOGNIZING AND MEASURING SUCH TAX POSITIONS FOR FINANCIAL STATEMENT PURPOSES. THE CENTER'S FEDERAL TAX EXEMPT INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION GENERALLY FOR THREE YEARS AFTER THEY ARE FILED AND ITS STATE INCOME TAX RETURNS GENERALLY FOR FOUR YEARS AFTER THEY ARE FILED. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO FISCAL YEAR 2020. PENALTIES AND INTEREST, IF AND WHEN ASSESSED BY INCOME TAXING AUTHORITIES, ARE INCLUDED IN ADMINISTRATIVE EXPENSES. THE CENTER HAD NO INTEREST AND PENALTIES RELATED TO INCOME TAXES FOR THE YEARS ENDED JUNE 30, 2024 AND 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: JCF INVESTMENT RETURN 140,362. MJF INVESTMENT RETURN 517,874. INTEREST & RELATED FINANCING EXPENSE -129,909. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -135,794. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 135,794. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTEREST & RELATED FINANCING EXPENSE 129,909. KIDSHARE 504037 269000 235037 42867 92927 504037 269000 235037 42867 92927 135794 99243 X X X X 0 0 0 0 0 0 0 0 0 MARK SHAPIRO PRESIDENT/CEO 345839 0 16000 0 0 0 9900 0 26868 0 398607 0 0 0 STACI WELLENTIN CHIEF OPERATING OFFICER 185409 0 0 0 0 0 5562 0 0 0 190971 0 0 0 TOMMY JOSTAD CHIEF FINANCIAL OFFICER 167039 0 0 0 0 0 5032 0 2282 0 174353 0 0 0 JONAH GELLER CHIEF INNOVATION OFFICER 158960 0 0 0 0 0 0 0 11405 0 170365 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS THAT PARTICIPATE IN THE ELECTIONS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S MEMBERS ARE INVITED TO PARTICIPATE IN AN ADVERTISED OPEN MEETING TO ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS REVIEWED BY THE CFO, PRESIDENT/CEO, TREASURER, AND AUDIT COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL REVIEW OF CURRENT BUSINESS RELATIONSHIPS AND ANNUAL SIGNING OF CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 KEY EMPLOYEE'S COMPENSATION IS REVIEWED BY PRESIDENT/CEO BASED ON GUIDELINES FROM NATIONAL ORGANIZATION (JCCA) AND MARKET STUDIES. THE PRESIDENT/CEO'S COMPENSATION IS REVIEWED BY COMPENSATION COMMITTEE OF BOARD AND OFFICERS REVIEW COMPENSATION BASED ON GUIDELINES FROM NATIONAL ORGANIZATION (JCCA) AND MARKET STUDIES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THE DOCUMENTS AVAILABLE UPON REQUEST. THE QUARTERLY FINANCIAL STATEMENTS AND AUDIT REPORT ARE ALSO ON FILE AND AVAILABLE FOR INSPECTION THROUGH THE UNITED WAY. FORM 990, PART XI, LINE 9: JCF INVESTMENT RETURN 517,874. MJF INVESTMENT RETURN 140,362. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEAR. MATAN FOUNDATION INC 6255 N SANTA MONICA BLVD MILWAUKEE WI 53217 391994770 INACTIVE WI 501(C)(3) LINE 7 THE HARRY AND ROSE SAMSON FAMILY JEWISH COMMUNITY CENTER OF MILWAUKEE 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0