MILWAUKEE JEWISH FEDERATION INC

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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

1938

Legal Domicile

Principal Officer

MIRYAM ROSENZWEIG

Phone

4143905700

Tax Period

2024-07-01 to 2025-06-30

MILWAUKEE JEWISH FEDERATION INC, founded in 1938, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $33.6M in total revenue in fiscal year 2024. Net assets of $176.3M represent 63 months of operating reserves.

Mission

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).

Program Service Accomplishments

Program 1

Expenses: $10,640,903

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.

Program 2

Expenses: $949,328

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...

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.

Program 3

Expenses: $831,763

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.

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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 $18,758,722

Program Service Revenue $3,381,983

Investment Income $11,148,013

Other Revenue $265,911

TOTAL REVENUE $33,554,629

Expense Breakdown

Grants Paid $14,847,189

Salaries & Benefits $7,792,053

Fundraising Expenses $3,006,311

Program Expenses $27,912,158

Other Expenses $10,351,163

TOTAL EXPENSES $32,990,405

Year-over-Year Comparison

	2024	2023	Change
Revenue	$33,554,629	$32,341,281	+0.0%
Expenses	$32,990,405	$35,916,966	-0.1%
Net Income	$564,224	$-3,575,685	-1.2%

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

Volunteers

450

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

$1,112,566

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EILEEN GRAVES	VICE CHAIR	1.00	Officer Director	$0	$0	$0
BRIAN PARRISH	DIRECTOR	1.00	Director	$0	$0	$0
JAMIE MILLER	DIRECTOR	1.00	Director	$0	$0	$0
JILL PLAVNICK	VICE CHAIR	1.00	Officer Director	$0	$0	$0
SUSIE HONIGBERG	DIRECTOR	1.00	Director	$0	$0	$0
ADAM WITKOV	DIRECTOR	1.00	Director	$0	$0	$0
MINDY PALAY	DIRECTOR	1.00	Director	$0	$0	$0
RAISA KOLTUN	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN LUBAR	DIRECTOR	1.00	Director	$0	$0	$0
CINDY LEVY	SECRETARY	1.00	Officer Director	$0	$0	$0
ANN JACOBS	DIRECTOR	1.00	Director	$0	$0	$0
MOSHE KATZ	VICE CHAIR	1.00	Officer Director	$0	$0	$0
CARYN STEINBERGER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
REBECCA GURALNICK	DIRECTOR	1.00	Director	$0	$0	$0
IDY GOODMAN	DIRECTOR	1.00	Director	$0	$0	$0
ALAN BORSUK	DIRECTOR	1.00	Director	$0	$0	$0
LINDA BADER	DIRECTOR	1.00	Director	$0	$0	$0
TANYA ARBIT	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JODI SPRINKMANN	DIRECTOR	1.00	Director	$0	$0	$0
BETSY ROSENBLUM	DIRECTOR	1.00	Director	$0	$0	$0
LISA HILLER	DIRECTOR	1.00	Director	$0	$0	$0
SARA HERMANOFF	CHAIR-ELECT	1.00	Officer Director	$0	$0	$0
JUDITH B CORAN	CHAIR	1.00	Officer Director	$0	$0	$0
ALLAN J CARNEOL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
BARBARA GLAZER	TREASURER	1.00	Officer Director	$0	$0	$0
JOAN LUBAR	DIRECTOR	2.00	Director	$0	$0	$0
STEVEN ARENZON	DIRECTOR	1.00	Director	$0	$0	$0
MARK GOLDSTEIN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
SUSAN ANGEL MILLER	DIRECTOR	1.00	Director	$0	$0	$0
MIRYAM ROSENZWEIG	PRESIDENT & CEO	40.00	Officer	$301,445	$20,416	$321,861
MITCHELL MOSER	EXECUTIVE DIRECTOR - JCF	40.00	Officer	$232,164	$6,938	$239,102
MICHAEL SATTELL	CHIEF FINANCIAL OFFICER	40.00	Officer	$204,308	$18,527	$222,835
JULIE SCHACK	VICE PRESIDENT OF PHILANTHROPY	40.00	Officer	$178,848	$22,157	$201,005
MICHAEL HARRYMAN	CHIEF MARKETING & COMMUNICATIONS	40.00	Officer	$124,745	$3,018	$127,763
ARI FRIEDMAN	DIRECTOR OF PROPERTIES AND SECURITY	40.00	Highest	$112,337	$31,014	$143,351
JEFFREY JONES	DIRECTOR OF COMMUNICATIONS	40.00	Highest	$123,380	$14,728	$138,108
PATTI PORTH	CONTROLLER	40.00	Highest	$115,677	$28,854	$144,531
CAROLINE SAUCIER KRAVIT	CHIEF OPERATING OFFICER	40.00	Highest	$116,083	$23,924	$140,007
SAMANTHA ABRAMSON	EXECUTIVE DIRECTOR - HERC	40.00	Highest	$130,170	$7,546	$137,716

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	$33,554,629	$32,990,405	$280,142,726	$564,224
2024	$32,341,281	$35,916,966	$267,011,215	$-3,575,685
2023	$26,295,375	$28,364,828	$259,738,559	$-2,069,453
2022	$27,574,261	$27,884,525	$252,063,336	$-310,264
2021	$33,191,987	$26,860,636	$275,238,952	$6,331,351
2020	$31,265,436	$27,273,514	$229,666,043	$3,991,922
2019	$26,054,943	$27,094,171	$229,743,415	$-1,039,228