MILWAUKEE JEWISH DAY SCHOOL 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

1981

Legal Domicile

Principal Officer

LINA DREYFUS WALLACE

Phone

4149678309

Tax Period

2024-07-01 to 2025-06-30

MILWAUKEE JEWISH DAY SCHOOL INC, founded in 1981, is a community nonprofit that reported $4.0M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $4.6M exceeded revenue, resulting in a 13% operating deficit.

Mission

WHERE ACADEMIC EXCELLENCE AND JEWISH VALUES PREPARE CHILDREN FOR A LIFETIME OF SUCCESS, LEADERSHIP AND ENGAGEMENT WITH THE WORLD.

Program Service Accomplishments

Program 1

Expenses: $3,484,046 Revenue: $1,393,361

FOR 44 YEARS, FAMILIES HAVE RELIED ON MILWAUKEE JEWISH DAY SCHOOL (MJDS) TO PROVIDE THEIR CHILDREN FROM EARLY CHILDHOOD THROUGH EIGTH GRADE WITH OUTSTANDING GENERAL STUDIES AND JEWISH EDUCATION THAT PREPARES THEM TO SUCCEED IN HIGH SCHOOL AND BEYOND. OUR OUTSTANDING TEACHERS GUIDE STUDENTS ON AN INTERDISCIPLINARY, STUDENT-OWNED LEARNING JOURNEY WHERE A CULTURE OF INNOVATION AND JEWISH VALUES IN ACTION ARE PILLARS. OUR STUDENTS LEARN AS THEIR MINDS ARE NOURISHED AND THEIR SOULS ARE NURTURED. STUDENTS KNOW THE IMPORTANCE OF BEING A GOOD PERSON AS WELL AS A GOOD STUDENT WHILE TAKING CARE OF EACH OTHER AND THE WORLD AROUND THEM.

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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 $2,436,790

Program Service Revenue $1,393,361

Investment Income $107,617

Other Revenue $86,429

TOTAL REVENUE $4,024,197

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,165,287

Fundraising Expenses $262,086

Program Expenses $3,484,046

Other Expenses $1,400,524

TOTAL EXPENSES $4,565,811

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,024,197	$3,615,769	+0.1%
Expenses	$4,565,811	$4,408,968	+0.0%
Net Income	$-541,614	$-793,199	-0.3%

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

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

$248,217

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINA DREYFUS WALLACE	PRESIDENT	2.00	Officer Director	$0	$0	$0
JASON GOTTLIEB	VICE PRESIDENT & SECRETARY	2.00	Officer Director	$0	$0	$0
ALLAN CARNEOL	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
SARAH SCHOTT	IMMEDIATE PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
RACHEL ZAREM	VICE PRES & TREASURER	2.00	Officer Director	$0	$0	$0
AARON AIZENBERG	PRESIDENT ELECT	2.00	Director	$0	$0	$0
JASON DROPIK TERMED 63025	DIRECTOR	2.00	Director	$0	$0	$0
MARK FREEDMAN	DIRECTOR	2.00	Director	$0	$0	$0
SARA GALICKI	DIRECTOR	2.00	Director	$0	$0	$0
CARLIE AIZENBERG	FTO REPRESENTATIVE	2.00	Director	$0	$0	$0
CAREN GOLDBERG	DIRECTOR	2.00	Director	$0	$0	$0
SHARYL PALEY	DIRECTOR	2.00	Director	$0	$0	$0
SANTIAGO NAVARRO	DIRECTOR	2.00	Director	$0	$0	$0
LAUREN BERGER	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN DENEVE	DIRECTOR	2.00	Director	$0	$0	$0
ELLIE GETTINGER	DIRECTOR	2.00	Director	$0	$0	$0
YAEL STEIN	DIRECTOR	2.00	Director	$0	$0	$0
LAURA FELIX	DIRECTOR	2.00	Director	$0	$0	$0
JOAN KAZAN	DIRECTOR	2.00	Director	$0	$0	$0
ELAN YUDKOWSKY	DIRECTOR	2.00	Director	$0	$0	$0
JORI BROIDY TERMED 63025	INTERIM HEAD OF SCHOOL	40.00	Officer	$116,500	$13,450	$129,950
CHRISTY HORN	BUSINESS ADMINISTRATOR	40.00	Officer	$110,630	$7,637	$118,267

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	$4,024,197	$4,565,811	$7,781,958	$-541,614
2024	$3,615,769	$4,408,968	$7,947,412	$-793,199
2023	$4,019,577	$4,246,466	$8,025,388	$-226,889
2022	$3,835,193	$3,926,227	$7,979,041	$-91,034
2021	$4,496,196	$3,495,189	$8,565,114	$1,001,007
2020	$4,504,299	$3,434,975	$6,659,388	$1,069,324
2019	$3,392,234	$3,385,607	$5,467,430	$6,627
2018	$3,220,256	$3,324,906	$5,464,372	$-104,650