THE HARRY AND ROSE SAMSON FAMILY J… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1929

Legal Domicile

Principal Officer

MARK SHAPIRO

Phone

4149644444

Tax Period

2024-07-01 to 2025-06-30

THE HARRY AND ROSE SAMSON FAMILY JEWISH COMMUNITY CENTER OF MILWAUKEE, founded in 1929, is a mid-sized nonprofit in the Human Services sector that reported $19.6M in total revenue in fiscal year 2024.

Mission

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.

Program Service Accomplishments

Program 1

Expenses: $6,272,717 Revenue: $6,251,883

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...

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.

Program 2

Expenses: $4,495,233 Revenue: $3,595,309

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...

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.

Program 3

Expenses: $2,774,293 Revenue: $691,639

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...

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,114,346

Program Service Revenue $14,468,396

Investment Income $64,247

Other Revenue $-36,040

TOTAL REVENUE $19,610,949

Expense Breakdown

Grants Paid $0

Salaries & Benefits $12,170,686

Fundraising Expenses $430,267

Program Expenses $17,980,453

Other Expenses $8,758,247

TOTAL EXPENSES $20,928,933

Year-over-Year Comparison

	2024	2023	Change
Revenue	$19,610,949	$18,573,865	+0.1%
Expenses	$20,928,933	$19,924,651	+0.1%
Net Income	$-1,317,984	$-1,350,786	0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

596

Volunteers

320

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$458,873

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK SHAPIRO	PRESIDENT/CEO	40.00	Officer	$417,802	$41,071	$458,873
TOMMY JOSTAD	CHIEF FINANCIAL OFFICER	40.00	Highest	$203,795	$23,449	$227,244
JONAH GELLER	CHIEF INNOVATION OFFICER	40.00	Highest	$202,735	$21,274	$224,009
TONI DAVISON LEVENBERG	CAMP INTERLAKEN EXEC DIRECTOR	40.00	Highest	$121,295	$21,573	$142,868
LEONARD KASS	RAINBOW DAY CAMP, EXEC DIRECTOR	40.00	Highest	$119,238	$24,494	$143,732
ROBERT WEDEL	SR. DIRECTOR OF FINANCE	40.00	Highest	$109,648	$1,542	$111,190
SHERYL RUBIN	CHAIR	1.00	Officer Director	$0	$0	$0
ALEXANDRA GOLDMAN ROSE	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
BRAD DALLET	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DAVID COHN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
LORI CRAIG	VICE CHAIR	1.00	Officer Director	$0	$0	$0
REENIE KAVALAR	VICE CHAIR	1.00	Officer Director	$0	$0	$0
STEVEN ARENZON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
RYAN O'DESKY	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
AMY HANNEMAN	DIRECTOR	0.50	Director	$0	$0	$0
ANDY KOMISAR	DIRECTOR	0.50	Director	$0	$0	$0
BRYAN SADOFF	DIRECTOR	0.50	Director	$0	$0	$0
DAVID MARKS	DIRECTOR	0.50	Director	$0	$0	$0
DAVID WASSERMAN	DIRECTOR	0.50	Director	$0	$0	$0
ELIOT SCHEUER	DIRECTOR	0.50	Director	$0	$0	$0
ELIZABETH GOLDSTEIN	DIRECTOR	0.50	Director	$0	$0	$0
JAMES MADLOM	DIRECTOR	0.50	Director	$0	$0	$0
JAMES MILLER	DIRECTOR	0.50	Director	$0	$0	$0
JASON LEVIN	DIRECTOR	0.50	Director	$0	$0	$0
JOEL AIZEN	DIRECTOR	0.50	Director	$0	$0	$0
JONATHON WERTZ	DIRECTOR	0.50	Director	$0	$0	$0
KEVIN SUCHER	DIRECTOR	0.50	Director	$0	$0	$0
LAURA FELIX	DIRECTOR	0.50	Director	$0	$0	$0
LAUREN BLUMENTHAL	DIRECTOR	0.50	Director	$0	$0	$0
LEO KLEINER	DIRECTOR	0.50	Director	$0	$0	$0
MIKHAIL PALATNIK	DIRECTOR	0.50	Director	$0	$0	$0
NANCY KENNEDY BARNETT	DIRECTOR	0.50	Director	$0	$0	$0
RICARDO DIAZ	DIRECTOR	0.50	Director	$0	$0	$0
SARAH KOMISAR	DIRECTOR	0.50	Director	$0	$0	$0
STEPHANIE DYKEMAN	DIRECTOR	0.50	Director	$0	$0	$0
SUSAN STRAIT	DIRECTOR	0.50	Director	$0	$0	$0
THAD NATION	DIRECTOR	0.50	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$19,610,949	$20,928,933	$50,708,418	$-1,317,984
2024	$18,573,865	$19,924,651	$50,832,526	$-1,350,786
2023	$18,713,332	$19,108,615	$52,816,368	$-395,283
2022	$16,004,806	$16,035,751	$35,315,699	$-30,945
2021	$12,857,995	$11,240,489	$37,681,681	$1,617,506
2020	$15,771,415	$15,115,001	$30,691,792	$656,414
2019	$15,286,706	$15,153,548	$31,448,660	$133,158
2018	$14,478,264	$14,484,321	$30,761,922	$-6,057

THE HARRY AND ROSE SAMSON FAMILY JEWISH COMMUNITY CENTER OF MILWAUKEE