2025-12-03T09:22:25-06:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 790 N WATER ST SUITE 2000 MILWAUKEE WI 53202 990 2024-07-01 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 2025-11-21 1 1 TROY MARINE P00187863 4147775500 2025-11-12 2024 2025-03-06 01:10:19Z MARK SHAPIRO 6255 NORTH SANTA MONICA BLVD MILWAUKEE WI 53217 19765263 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. 31 31 596 320 0 0 4453277 5114346 13946288 14468396 75057 64247 99243 -36040 18573865 19610949 0 0 0 0 11526351 12170686 0 0 430267 8398300 8758247 19924651 20928933 -1350786 -1317984 50832526 50708418 24627631 24381935 26204895 26326483 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 6272717 6251883 EARLY CHILDHOOD DEVELOPMENT - THE JCC'S EARLY CHILDHOOD DEVELOPMENT PROGRAM STRIVES TO PROVIDE A HAPPY AND RELAXED LEARNING SITUATION THAT EMPHASIZES THE PROCESS OF LEARNING AND THE PLEASURE OF DISCOVERY. AS A DIVERSE COMMUNITY, WE CREATE CONNECTIONS THAT ENRICH OUR EVERYDAY LIVING AND LEARNING. OUR DEDICATED EARLY CHILDHOOD 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. 4495233 3595309 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, OFFERS A RANGE OF FUN AND LEARNING ACTIVITIES FOR CHILDREN AGES 5-14. SCHOLARSHIP SUPPORT AND SPECIAL PROGRAMMING IS AVAILABLE FOR DISADVANTAGED CHILDREN. BOTH CAMPS FOSTER ENDURING RELATIONSHIPS, A LOVE OF JEWISH COMMUNITY AND A CONNECTION TO ISRAEL WHILE PROMOTING INDIVIDUAL GROWTH, LEARNING AND FUN. 2774293 691639 HEALTH, AQUATICS, 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. 4438210 3929565 OTHER PROGRAMS - THE JCC OPERATES A FOOD PANTRY PROVIDING FOOD ASSISTANCE TO OVER 22,000 INDIVIDUALS, LIVING IN THREE MILWAUKEE ZIP CODES RANKED 'LOW' ON THE HEALTH EQUITY INDEX. AN INITIATIVE, "FOOD AS MEDICINE" TRANSFORMS EMERGENCY FOOD ASSISTANCE INTO A TOOL FOR LONG-TERM WELLNESS. THE JCC ALSO OPERATES PROGRAMS SERVING SENIORS AND INCLUSION PROGRAM FOR DISABLED POPULATIONS, SERVING SOME OF THE MOST VULNERABLE IN OUR COMMUNITY. 4438210 3929565 17980453 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 1 0 0 0 0 1 0 0 0 1 91 0 1 596 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 31 31 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 MARK SHAPIRO PRESIDENT/CEO 40.00 X 417802 0 41071 TOMMY JOSTAD CHIEF FINANCIAL OFFICER 40.00 X 203795 0 23449 JONAH GELLER CHIEF INNOVATION OFFICER 40.00 X 202735 0 21274 TONI DAVISON LEVENBERG CAMP INTERLAKEN EXEC DIRECTOR 40.00 X 121295 0 21573 LEONARD KASS RAINBOW DAY CAMP, EXEC DIRECTOR 40.00 X 119238 0 24494 ROBERT WEDEL SR. DIRECTOR OF FINANCE 40.00 X 109648 0 1542 SHERYL RUBIN CHAIR 1.00 X X 0 0 0 ALEXANDRA GOLDMAN ROSE SECRETARY/TREASURER 1.00 X X 0 0 0 BRAD DALLET VICE 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 REENIE KAVALAR VICE CHAIR 1.00 X X 0 0 0 STEVEN ARENZON VICE CHAIR 1.00 X X 0 0 0 RYAN O'DESKY IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 AMY HANNEMAN DIRECTOR 0.50 X 0 0 0 ANDY KOMISAR DIRECTOR 0.50 X 0 0 0 BRYAN SADOFF 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 JAMES MILLER 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 KEVIN SUCHER DIRECTOR 0.50 X 0 0 0 LAURA FELIX 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 MIKHAIL PALATNIK DIRECTOR 0.50 X 0 0 0 NANCY KENNEDY BARNETT DIRECTOR 0.50 X 0 0 0 RICARDO DIAZ DIRECTOR 0.50 X 0 0 0 SARAH KOMISAR DIRECTOR 0.50 X 0 0 0 STEPHANIE DYKEMAN DIRECTOR 0.50 X 0 0 0 SUSAN STRAIT DIRECTOR 0.50 X 0 0 0 THAD NATION DIRECTOR 0.50 X 0 0 0 1174513 0 133403 8 0 1 0 CCS WISCONSIN JANITORIAL INC PO BOX 850403 MINNEAPOLIS MN 55485 CLEANING 700848 WTS INTERNATIONAL 3200 TOWER OAKS BLVD SUITE 400 ROCKVILLE MD 20852 CONSULTING 304939 WOLFOODS INC 521 CENTRE ST SOUTH ORANGE NJ 07079 FOOD SERVICE 296227 FIRST STUDENT CHARTER BUS RENTAL 22157 NETWORK PLACE CHICAGO IL 60673 TRANSPORTATION SERVCIES 179733 CAFE OSHER LLC 611 LANGDON STREET MADISON WI 53703 FOOD SERVICE 142847 7 1124569 430000 3559777 691220 5114346 EARLY CHILDHOOD ACTIVI 624100 6251883 6251883 CAMP ACTIVITIES 713940 3595309 3595309 DUES - HEALTH CLUB 713940 3253742 3253742 PHYSICAL EDUCATION ACT 713940 691639 691639 SOCIAL VENUES 531190 398872 398872 276951 276951 14468396 64247 64247 118274 430000 154314 -36040 -36040 19610949 14468396 0 28207 395789 253093 96069 46627 10355960 9715678 438042 202240 649336 441465 190799 17072 769601 707305 35496 26800 55769 55769 965136 767853 163078 34205 674327 467616 179218 27493 2950463 2355113 595250 100 470772 367415 102819 538 121815 121815 944150 675516 268634 290276 277723 12304 249 PROGRAM SUPPLIES 1097706 905056 179834 12816 FOOD 994527 897434 38830 58263 HOSPITALITY 193306 149186 40256 3864 20928933 17980453 2518213 430267 706641 1397260 2057858 1375028 862363 733557 443513 587049 13443 19773 1008783 1090029 27527325 15357505 13630719 12169820 13254903 14229362 18854303 19106540 50832526 50708418 835020 871895 3777510 4242399 3083333 3124389 16931768 16143252 24627631 24381935 X 10617916 9243102 15586979 17083381 26204895 26326483 50832526 50708418 X -1317984 -819 1440391 X X 0 1 X 1 0 X 7445372 5431327 5705629 4453277 5114346 28149951 7445372 5431327 5705629 4453277 5114346 28149951 28149951 3422 3527 137198 75057 64247 283451 28433402 57078702 0.99000 0.99210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 840032 840032 16677451 8185837 8491614 5860405 4314570 1545835 3858713 2857098 1001615 290724 290724 12169820 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 14014613 C OTHER INVESTMENTS 214749 C 14229362 CASH SURRENDER VALUE OF LIFE INSURANCE 6378 UNCONDITIONAL PROMISES TO GIVE 406760 RIGHT OF USE ASSET 15618041 ASSETS HELD FOR SALE 1085796 BOND SINKING FUND 1989565 19106540 LEASE LIABILITY PAYABLE 16143252 16143252 X 21774240 -819 691220 1318576 2008977 19765263 -154314 -154314 19610949 21652652 691220 154314 845534 20807118 121815 121815 20928933 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 2021. 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, 2025 AND 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: JCF INVESTMENT RETURN 179,233. MJF INVESTMENT RETURN 1,261,158. INTEREST & RELATED FINANCING EXPENSE -121,815. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -154,314. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 154,314. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTEREST & RELATED FINANCING EXPENSE 121,815. KIDSHARE 548274 430000 118274 58253 96061 548274 430000 118274 58253 96061 154314 -36040 X X X 0 0 0 0 0 0 0 0 0 MARK SHAPIRO PRESIDENT/CEO 380302 0 37500 0 0 0 11162 0 29909 0 458873 0 0 0 TOMMY JOSTAD CHIEF FINANCIAL OFFICER 193795 0 10000 0 0 0 6012 0 17437 0 227244 0 0 0 JONAH GELLER CHIEF INNOVATION OFFICER 192735 0 10000 0 0 0 3014 0 18260 0 224009 0 0 0 X 3 691220 DONOR STATEMENT 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 1,261,158. MJF INVESTMENT RETURN 179,233. 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