2025-04-16T14:31:16-05:00 2024-06-30 391203191 SVA CERTIFIED PUBLIC ACCTS SC 1221 JOHN Q HAMMONS DRIVE MADISON WI 53717 990 2023-07-01 390806312 MILWAUKEE JEWISH FEDERATION INC MILW 4143905700 1360 N PROSPECT AVE MILWAUKEE WI 53202 MIRYAM ROSENZWEIG PRESIDENT & CEO 4143905700 2025-04-11 1 LYNN HESLINGA P01273410 6088318181 2023 2025-03-06 01:10:19Z MIRYAM ROSENZWEIG 1360 N PROSPECT AVE MILWAUKEE WI 53202 144435447 0 X WWW.MILWAUKEEJEWISH.ORG X 1938 WI 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. 31 31 75 402 255102 0 16405026 20103039 2740851 2877795 6964332 9131359 185166 229088 26295375 32341281 13261067 19257820 0 0 5509048 6064081 0 0 2750349 9594713 10595065 28364828 35916966 -2069453 -3575685 259738559 267011215 98363790 99251153 161374769 167760062 X 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). 0 0 11310350 10685897 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. 960747 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. 663395 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. 351776 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 THROUGHLOCAL 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. 17939223 8571923 2622693 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. 18290999 8571923 2622693 31225491 1 1 0 1 0 1 0 1 1 1 1 1 0 0 1 0 0 1 0 0 1 1 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 95 0 75 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 31 31 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X MIKE SATTELL 4143905700 1360 N PROSPECT AVE MILWAUKEE WI 53202 TZIPORAH ALTMAN-SHAFER VP FOR JEWISH COMMUNAL LIFE AND LEARNING 40.00 X X 90793 0 32052 RAISA KOLTUN DIRECTOR 1.00 X 0 0 0 FRANCES RICHMAN DIRECTOR 1.00 X 0 0 0 MAX RASANSKY DIRECTOR 1.00 X 0 0 0 CHERYL MOSER DIRECTOR 1.00 X 0 0 0 SUSAN LUBAR DIRECTOR 1.00 X 0 0 0 CYNTHIA LEVY DIRECTOR 1.00 X 0 0 0 ANN JACOBS DIRECTOR 1.00 X 0 0 0 MOSHE KATZ DIRECTOR 1.00 X 0 0 0 CARYN STEINBERGER DIRECTOR 1.00 X 0 0 0 REBECCA GURALNICK DIRECTOR 1.00 X 0 0 0 IDY GOODMAN DIRECTOR 1.00 X 0 0 0 ALAN BORSUK DIRECTOR 1.00 X 0 0 0 LINDA BADER DIRECTOR 1.00 X 0 0 0 TANYA ARBIT VICE CHAIR 1.00 X 0 0 0 JODI SPRINKMANN DIRECTOR 1.00 X 0 0 0 BETSY ROSENBLUM VICE CHAIR 1.00 X X 0 0 0 BRIAN SCHUPPER DIRECTOR 1.00 X 0 0 0 MARK MILLER DIRECTOR 1.00 X 0 0 0 LISA HILLER VICE CHAIR 1.00 X X 0 0 0 SARA HERMANOFF VICE CHAIR 1.00 X 0 0 0 PNINA GOLDFARB VICE CHAIR 1.00 X X 0 0 0 JUDITH B CORAN CHAIR-ELECT 1.00 X X 0 0 0 ALLAN J CARNEOL VICE CHAIR 1.00 X X 0 0 0 BARBARA GLAZER TREASURER 1.00 X X 0 0 0 KURT JANAVITZ SECRETARY 1.00 X X 0 0 0 JOAN LUBAR CHAIR 2.00 0.50 X X 0 0 0 ANDREA SCHNEIDER VICE CHAIR 1.00 X X 0 0 0 STEVEN ARENZON DIRECTOR 1.00 X 0 0 0 CRAIG JOHNSON DIRECTOR 1.00 X 0 0 0 MARK GOLDSTEIN DIRECTOR 1.00 X 0 0 0 SUSAN ANGEL MILLER DIRECTOR 1.00 X 0 0 0 MIRYAM ROSENZWEIG PRESIDENT & CEO 40.00 0.50 X 282492 0 20964 MITCHELL MOSER EXECUTIVE DIRECTOR OF FOUNDATION 40.00 X 223453 0 6677 MICHAEL SATTELL CHIEF FINANCIAL OFFICER 40.00 X 192190 0 2422 JULIE SCHACK VP OF PHILANTHROPY 40.00 X 168742 0 17438 MICHAEL HARRYMAN CHIEF MARKETING & COMMUNICATION OFFICER 40.00 X 0 0 0 PATTI PORTH CONTROLLER 40.00 X 106595 0 33276 ARI FRIEDMAN DIRECTOR OF PROPERTIES AND SECURITY 40.00 X 103730 0 30331 SAMANTHA ABRAMSON HERC EXECUTIVE DIRECTOR 40.00 X 101178 0 6124 JEFF JONES DIRECTOR OF MARKETING & COMMUNICATIONS 40.00 X 104541 0 5117 PATRICIA SHERMAN-CISLER EXECUTIVE DIRECTOR OF MUSEUM 40.00 X 100447 0 5942 1474161 0 160343 12 0 1 0 MERESS SECURITY PO BOX 1122 WEST BEND WI 53095 SECURITY GUARD SERVICES 710990 WE ENERGIES 231 W MICHIGAN STREET MILWAUKEE WI 53290 ELECTRIC AND GAS UTILITY 558248 WPS HEALTH INSURANCE PO BOX 9 MADISON WI 53701 HEALTH INSURANCE 538432 NEUMAN POOLS INC W9684 BEAVERLAND PKWY BEAVER DAM WI 53916 CONSTRUCTION 413604 GREAT LAKES SECURITY SERVICES 4315 N ADRIAN HWY ADRIAN MI 49221 SECURITY GUARD SERVICES 373830 12 454783 19648256 3513014 20103039 RENT FROM EXEMPT BUILDING 532000 2622693 2622693 NEWSPAPER ADVERTISING REVENUE 513110 255102 255102 2877795 2940465 2940465 118133501 111942607 6190894 6190894 6190894 298700 151559 147141 147141 12097 0 12097 12097 OTHER REVENUE 900099 69740 69740 CEMETERY INCOME 900099 110 110 69850 32341281 2622693 255102 9360447 13928648 13928648 5329172 5329172 1067372 389591 304201 373580 3912908 1767871 884018 1261019 74873 25039 19649 30185 648825 264040 184103 200682 360103 152266 90730 117107 14229 8504 5725 48350 5132 8820 34398 500411 500411 626111 378302 196137 51672 138480 126685 3875 7920 297626 143136 50201 104289 242692 134885 55967 51840 3353533 3208117 55620 89796 398851 277078 50159 71614 2069860 2069860 1819341 1819341 180814 153817 9520 17477 PROGRAMS AND EVENTS 462650 121626 2254 338770 MISCELLANEOUS EXPENSES 226739 206592 20147 0 ANNUAL CAMPAIGN RESERVE 116327 116327 NEWSPAPER 78024 78024 21027 21027 35916966 31225491 1941126 2750349 247827 438521 10162254 10949680 3962521 5627885 880230 558795 3505118 3488977 545841 545841 89511 112007 63264269 40055674 24372916 23208595 142073311 154477473 72081089 65938216 1817941 1665225 259738559 267011215 1370644 1420266 4340529 4488466 54340000 54340000 5035415 5308541 33277202 33693880 98363790 99251153 X 104279549 112057627 57095220 55702435 161374769 167760062 259738559 267011215 -3575685 8903742 1057236 X 0 1 X 1 0 X 20301980 16616114 17325450 16473331 20103039 90819914 20301980 16616114 17325450 16473331 20103039 90819914 7535290 83284624 4224596 8275578 3001679 3203751 2940465 21646069 112465983 13884206 0.74050 0.73870 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 0 0 0 0 0 1 530 530 0 PART II-B, LINE 1: PAY A MONTHLY FEE TO MICHAEL BLUMENFELD WHO RUNS THE WISCONSIN JEWISH CONFERENCE PROGRAM. HIS SERVICES ARE TO MONITOR POLITICAL ACTIVITIES AND PROVIDE LOBBYING SERVICES AS NEEDED. THE WISCONSIN JEWISH CONFERENCE HELPS TO KEEP THE MILWAUKEE JEWISH FEDERATION INFORMED OF ISSUES THAT COULD BE IMPORTANT TO THE JEWISH COMMUNITY. 444 7206730 7557963 1 1 0 238541 X X X X 1 0 1 X 23053080 38220 2288781 1011828 286277 24081976 22387488 140463 2029691 1221050 283512 23053080 24616251 139473 -990745 1075984 301507 22387488 20414508 50457 5474475 295344 127845 24616251 19575551 1049378 379624 318845 271200 20414508 0.02000 0.98000 0 0 2643763 2643763 53595211 33595369 19999842 7025295 6460305 564990 23208595 PARTNERSHIP INTERESTS 326033 C HEDGE FUNDS 12915 F OTHER ALTERNATIVE INVESTMENTS 36017708 F OTHER STRUCTURED PRODUCTS 22958023 F PRIVATE EQUITY FUNDS 6623537 F 65938216 POST-RETIREMENT BENEFIT LIABILITY 3500 LIABILITY FOR TRUSTS AND GIFT ANNUITIES 1130234 INTEREST RATE SWAP 40058 AGENCY ENDOWMENT FUNDS 32516328 CAPITAL LEASE OBLIGATION 3760 33693880 PART III, LINE 4: THE JEWISH MUSEUM MILWAUKEE PRESERVES AND PRESENTS THE JEWISH EXPERIENCE THROUGH THE LENS OF GREATER MILWAUKEE, AND CELEBRATES THE CONTINUUM OF JEWISH HERITAGE AND CULTURE. THE ARCHIVES, EXHIBITIONS, PROGRAMS AND PUBLICATIONS SHALL INSPIRE PUBLIC APPRECIATION FOR THE DIVERSITY OF JEWISH LIFE IN A LOCAL AND GLOBAL HISTORIC CONTEXT. GOALS OF THE JEWISH MUSEUM ARE: -TO COLLECT, PRESERVE AND PRESENT THE RECORDS AND ARTIFACTS THAT DOCUMENT THE JEWISH EXPERIENCE -TO IMPART A SENSE OF JEWISH HISTORY AND CONTINUITY FOR PRESENT AND FUTURE GENERATIONS -TO PROVIDE A SENSE OF RELIGION AND CULTURAL IDENTITY FOR MEMBERS OF THE JEWISH COMMUNITY -TO PROMOTE INTER-FAITH UNDERSTANDING BY PROVIDING A CENTRAL JEWISH RESOURCE ACCESSIBLE TO THE GREATER METROPOLITAN AREA -TO FULFILL THE OUTREACH AND COMMUNITY-BUILDING MANDATE OF THE MILWAUKEE JEWISH FOUNDATION PART IV, LINE 2B: ASSETS HELD ON BEHALF OF CEMETARY CEMETERY PROPERTY AND EQUIPMENT AND AN INVESTMENT PORTFOLIO INTENDED TO SATISFY CEMETERY OPERATING EXPENSES WERE TRANSFERRED TO THE FEDERATION IN 1988. THE ASSETS ARE INCLUDED IN THE FEDERATION'S INVESTMENTS AND PROPERTY AND EQUIPMENT; CEMETERY PAYABLES ARE INCLUDED IN THE FEDERATION'S ACCOUNTS PAYABLE AND ACCRUED EXPENSES IN THE ACCOMPANYING CONSOLIDATED STATEMENTS OF FINANCIAL POSITION. THE EXCESS OF CEMETERY ASSETS OVER LIABILITIES IS RECORDED AS A LONG-TERM LIABILITY IN THE ACCOMPANYING CONSOLIDATED STATEMENTS OF FINANCIAL POSITION AS THE ENTIRE TRANSFER IS REVOCABLE UPON 60 DAYS NOTICE TO OR FROM THE FEDERATION. PART V, LINE 4: THE ENDOWMENTS WILL FORM A PERMANENT BASE OF SUPPORT FOR OUR LOCAL COMMUNITY, OUR AGENCIES, AND OUR PROGRAMS. 1 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION GENERAL SUPPORT 67080 0 0 0 0 0 0 67080 0 67080 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, GENERAL SUPPORT 10980 CHECK 0 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, GENERAL SUPPORT 6000 CHECK 0 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, GENERAL SUPPORT 17250 CHECK 0 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, GENERAL SUPPORT 5500 CHECK 0 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, GENERAL SUPPORT 17350 CHECK 0 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, GENERAL SUPPORT 10000 CHECK 0 6 0 0 0 0 0 0 0 PART I, LINE 2: A VOLUNTEER COMMITTEE DETERMINES GRANTS TO BE MADE. MILWAUKEE JEWISH FEDERATION STAFF MONITOR THE ACTUAL DISTRIBUTION OF GRANTS AND THE USAGE OF THE GRANT FUNDS. THE GRANTS ARE MADE TO U.S. ORGANIZATIONS WHOSE PRIMARY OBJECTIVES ARE TO DO WORK OVERSEAS. X X X X X X X 1 G STRATEGIES PO BOX 247 MILWAUKEE WI 53201 FUNDRAISING CONSULTANT 0 146923 15000 131923 ESTABROOK CONSULTING 4720 NORTH BERKELEY BOULEVARD WHITEFISH BAY WI 53211 FUNDRAISING CONSULTANT 0 55100 6818 48282 202023 21818 180205 WI ECONOMIC FORUM 298700 0 298700 0 53775 98002 298700 298700 53775 98002 151777 146923 1 ABUNDANCE CAPITAL PO BOX 33 TRAVELERS REST SC 296900033 872850443 501(C)(3) 0 20000 GENERAL DONATIONS ACLU OF WISCONSIN FOUNDATION INC 207 E BUFFALO ST STE 325 MILWAUKEE WI 532025774 237052345 501(C)(3) 0 21692 GENERAL DONATIONS ACTS HOUSING 2414 W VLIET ST MILWAUKEE WI 532051830 391837474 501(C)(3) 0 254100 GENERAL DONATIONS ADLER PLANETARIUM 1300 S LAKE SHORE DR CHICAGO IL 606052403 366210902 501(C)(3) 0 10000 GENERAL DONATIONS AI CAMPS 3535 W PETERSON AVE CHICAGO IL 606593212 363529801 501(C)(3) 0 6950 GENERAL DONATIONS AMERICAN FRIENDS OF AACI PO BOX 641577 CHICAGO IL 606641541 133525204 501(C)(3) 0 6000 GENERAL DONATIONS AMERICAN FRIENDS OF ATERET COHANIM 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BAY AVE GLENDALE WI 532093422 391572032 501(C)(3) 0 85942 GENERAL DONATIONS ANTI DEFAMATION LEAGUE FOUNDATION 605 THIRD AVE NEW YORK NY 10158 132887439 501(C)(3) 0 8007 GENERAL DONATIONS ARTS AT LARGE INC 1100 S 5TH ST MILWAUKEE WI 532042449 331114575 501(C)(3) 0 5100 GENERAL DONATIONS ASPEN COUNTRY DAY SCHOOL 300 MUSIC SCHOOL RD ASPEN CO 816118502 237033239 501(C)(3) 0 10000 GENERAL DONATIONS ASPEN INSTITUTE INC 1000 N 3RD ST ASPEN CO 816111330 840399006 501(C)(3) 0 10000 GENERAL DONATIONS ASPEN JEWISH CONGREGATION 77 MEADOWOOD DR ASPEN CO 816113351 840723135 501(C)(3) 0 8280 GENERAL DONATIONS BADER HILLEL ACADEMY C/O ACCOUNTING 6789 N GREEN BAY AVE GLENDALE WI 532093472 391025262 501(C)(3) 0 474076 GENERAL DONATIONS BADER HILLEL HIGH SCHOOL 6789 N GREEN BAY AVE GLENDALE WI 532093472 391170927 501(C)(3) 0 31710 GENERAL DONATIONS BEST CAMP INC 5333 W KEEFE AVE MILWAUKEE WI 532162823 010867348 501(C)(3) 0 15000 GENERAL DONATIONS BETH HILLEL TEMPLE 6050 8TH AVE KENOSHA WI 531434539 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19900 GENERAL DONATIONS CHILDREN'S HOSPITAL OF WISCONSIN INC PO BOX 1997 MS 3050 MILWAUKEE WI 532011997 390812532 501(C)(3) 0 100000 GENERAL DONATIONS CLAL-THE NATIONAL JEWISH CENTER FOR LEARNING AND LEADERSHIP 440 PARK AVE S FL 4 NEW YORK NY 100168012 237390358 501(C)(3) 0 20000 GENERAL DONATIONS CLEVELAND CLINIC FOUNDATION NA4 9500 EUCLID AVE CLEVELAND OH 441950001 912153073 501(C)(3) 0 10000 GENERAL DONATIONS COA YOUTH & FAMILY CENTER 909 E NORTH AVE MILWAUKEE WI 532123447 390806339 501(C)(3) 0 136587 GENERAL DONATIONS COLEL CHABAD 806 EASTERN PKWY BROOKLYN NY 112133511 113254483 501(C)(3) 0 34000 GENERAL DONATIONS COLLEGE OF THE DESERT FOUNDATION 43500 MONTEREY AVE PALM DESERT CA 922609305 953829219 501(C)(3) 0 8000 GENERAL DONATIONS COMMITTEE FOR ACCURACY IN MIDDLE EAST REPORTING IN AMERICA PO BOX 35040 BOSTON MA 021350001 521332702 501(C)(3) 0 10100 GENERAL DONATIONS COMMONBOND COMMUNITIES 1080 MONTREAL AVE SAINT PAUL MN 551162694 411260469 501(C)(3) 0 16000 GENERAL DONATIONS 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DONATIONS 241 0 PART I, LINE 2: A VOLUNTEER COMMITTEE DETERMINES GRANTS TO BE MADE. MILWAUKEE JEWISH FEDERATION STAFF MONITOR THE ACTUAL DISTRIBUTION OF GRANTS AND THE USAGE OF THE GRANT FUNDS. X X X X 0 0 0 0 0 0 0 0 0 MIRYAM ROSENZWEIG PRESIDENT & CEO 282132 0 0 0 360 0 8580 0 12384 0 303456 0 0 0 MITCHELL MOSER EXECUTIVE DIRECTOR OF FOUNDATION 222557 0 0 0 896 0 6677 0 0 0 230130 0 0 0 MICHAEL SATTELL CHIEF FINANCIAL OFFICER 190285 0 0 0 1905 0 0 0 2422 0 194612 0 0 0 JULIE SCHACK VP OF PHILANTHROPY 167097 0 1000 0 645 0 5175 0 12263 0 186180 0 0 0 A COLORADO EDUCATIONAL AND CULTURAL FACILITIES AUTHORITY 840896727 2012-12-03 54340000 PROVIDE FUNDS TO REFUND TWO PRIOR ISSUES, ISSUED ON 6/16/05 AND 10/25/07 0 0 0 A 54340000 2200000 46440000 5700000 1 0 1 1 A 0 0 1 1 0 0.01200 0.01200 1 0 1 A 0 0 0 1 1 1 US BANK NA 10.000000000000 0 0 0 0 1 A 1 X 170 3513014 FAIR MARKET VALUE 0 0 0 SCHEDULE M, PART I, COLUMN (B): THE ORGANIZATION TRACKS AND REPORTS THE ACTUAL NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 2 FAMILY RELATIONSHIPS: CHERYL MOSER - MITCHELL MOSER FORM 990, PART VI, SECTION A, LINE 6 ANNUAL MEMBERSHIP SHALL BE GRANTED TO ALL JEWISH PERSONS WHO ARE (A) AT LEAST 13 YEARS OF AGE, AND (B) PLEDGE AT LEAST $18.00 TO THE CORPORATION DURING SUCH YEAR. FORM 990, PART VI, SECTION A, LINE 7A THE GOVERNANCE/NOMINATING COMMITTEE SHALL SUBMIT TO THE ANNUAL MEETING OF THE MEMBERS OF THE CORPORATION A LIST OF NAMES CHOSEN FROM THE MEMBERSHIP FOR ELECTION TO THE BOARD OF DIRECTORS. ADDITIONAL NAMES MAY BE PLACED IN NOMINATION UPON THE PETITION OF AT LEAST TWENTY-FIVE (25) MEMBERS OF THE CORPORATION, PROVIDED THAT SUCH PETITION IS RECEIVED BY THE CHAIR OF THE GOVERNANCE/NOMINATING COMMITTEE NOT LESS THAN TWENTY (20) DAYS PRIOR TO THE CORPORATION'S ANNUAL MEETING. NOTICE OF THE NAMES CHOSEN BY THE GOVERNANCE/NOMINATING COMMITTEE AND ANY NAMES SUBMITTED BY PETITION SHALL BE GIVEN TO THE MEMBERSHIP PURSUANT TO THE NOTICE PROVISION IN ARTICLE II, SECTION 6, NOT LESS THAN TEN (10) DAYS PRIOR TO THE CORPORATION'S ANNUAL MEETING. AT THE ANNUAL MEETING MEMBERS SHALL ELECT DIRECTORS TO FILL VACANCIES ON THE BOARD. THE NUMBER OF DIRECTORS SHALL BE ESTABLISHED FROM TIME TO TIME BY THE BOARD. THE NUMBER OF DIRECTORS SHALL BE NOT LESS THAN THREE (3) AND NOT MORE THAN THIRTY (30). EACH NEWLY ELECTED DIRECTOR SHALL HOLD OFFICE FOR A TWO (2) YEAR TERM OR UNTIL HIS/HER SUCCESSOR SHALL HAVE BEEN ELECTED. NO DIRECTOR SHALL SERVE MORE THAN THREE (3) CONSECUTIVE TERMS, AFTER WHICH HE/SHE SHALL NOT BE ELIGIBLE FOR ELECTION TO THE BOARD UNTIL AT LEAST ONE (1) YEAR HAS ELAPSED. THIS PROVISION DOES NOT APPLY TO SOMEONE SERVING ON THE BOARD BY VIRTUE OF THEIR POSITION AS AN OFFICER. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE AVAILABLE FOR REVIEW TO ALL BOARD MEMBERS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE MILWAUKEE JEWISH FEDERATION DOES REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. SPECIFICALLY, EACH YEAR ALL BOARD MEMBERS ARE PROVIDED A COPY OF THE POLICY AND A STATEMENT TO COMPLETE, SIGN AND RETURN TO THE FEDERATION OFFICE. A COMMITTEE REVIEWS THE STATEMENTS FOR ANY CONFLICTS AND ADDRESSES ANY CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 DURING THE 2018 TAX YEAR, THE PRESIDENT AND CEO'S COMPENSATION WAS DETERMINED THROUGH THE SEARCH PROCESS. THE BOARD CHAIR WORKED WITH A LAY SEARCH COMMITTEE AND INDEPENDENT SEARCH FIRM. THE SEARCH FIRM COMPLETED A REVIEW OF COMPENSATION LEVELS FOR COMPARABLE POSITIONS NATIONALLY. FOR OTHER OFFICERS, THE CEO WILL WORK WITH THE SEARCH COMMITTEE AND SEARCH FIRM, FOLLOWING THE SAME PROCESSES. THE PRESIDENT & CEO'S AND OTHER OFFICERS' COMPENSATION WILL CONTINUE TO BE REVIEWED AND NEGOTIATED BY A COMPENSATION SUBCOMMITTEE OF THE OFFICERS. THE PROCESS WILL OCCUR EVERY 3 YEARS IN TIME WITH THE COMPENSATION CONTRACT RENEWAL. FORM 990, PART VI, SECTION C, LINE 19 THE AUDITED FINANCIAL STATEMENTS AND ANNUAL REPORT ARE AVAILABLE ON THE MILWAUKEE JEWISH FEDERATION'S WEBSITE. THE ANNUAL REPORT PROVIDES A SUMMARY OF INCOME AND COMMUNITY ALLOCATIONS. THE CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. MJF HOLDINGS OF MILWAUKEE 1360 N PROSPECT AVE MILWAUKEE WI 53202 201088480 HOUSING WI 506 0 MILWAUKEE JEWISH FEDERATION INC MJF HOUSING NO 2 INC 1360 N PROSPECT AVE MILWAUKEE WI 53202 391853067 LOW-INCOME HOUSING WI 501(C)(3) LINE 12B, II MILWAUKEE JEWISH FEDERATION INC 1 MJF HOUSING NO 3 INC 1360 N PROSPECT AVE MILWAUKEE WI 53202 391882504 LOW-INCOME HOUSING WI 501(C)(3) LINE 12B, II MILWAUKEE JEWISH FEDERATION INC 1 MFJ GOLDA MEIR HOUSING INC 1360 N PROSPECT AVE MILWAUKEE WI 53202 454756528 HOUSING WI MILWAUKEE JEWISH FEDERATION INC C 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0