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Nonprofit · EIN 39-0806312

MILWAUKEE JEWISH FEDERATION INC

Tax-exempt · MILWAUKEE, WI 53202

Financials

$26.3M$28.4M2022$32.3M$35.9M2023$33.6M$33M2024
Revenue Expenses · by fiscal year end
Financials of MILWAUKEE JEWISH FEDERATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$33,554,629$32,990,405$564,224$280,142,726$103,855,460$176,287,266
June 30, 2024990$32,341,281$35,916,966-$3,575,685$267,011,215$99,251,153$167,760,062
June 30, 2023990$26,295,375$28,364,828-$2,069,453$259,738,559$98,363,790$161,374,769
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$18,758,722
of which government grants
$228,776
Program service revenue
$3,381,983
Investment income
$11,148,013
Net gain from sales of assets
$6,701,041
Net income from fundraising events
$220,366
Net income from sales of inventory
$10,822
Other revenue
$265,911

Expenses

Grants and similar amounts paid
$14,847,189
Compensation of officers, directors and key employees
$1,197,380
Other salaries and wages
$5,328,226
Salaries, compensation and benefits (total)
$7,792,053
Professional fundraising fees
$0
Legal fees
$86,424
Accounting fees
$53,500
Occupancy
$3,271,561
Depreciation
$1,816,988
Program services (functional)
$27,912,158
Management and general (functional)
$2,071,936
Fundraising (functional)
$3,006,311

Balance sheet and other

Total assets, start of year
$267,011,215
Total assets, end of year
$280,142,726
Total liabilities, end of year
$103,855,460
Net assets, end of year
$176,287,266
Land, buildings and equipment
$21,861,957
Publicly traded securities
$169,429,716
Net assets without donor restrictions
$116,566,246
Net assets with donor restrictions
$59,721,020
Gross unrelated business income
$225,441
Gross receipts
$101,425,098
Employees
89
Volunteers
450
Year formed
1938
State of legal domicile
WI

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
MIRYAM ROSENZWEIGPRESIDENT & CEO
Officer
40$301,445$20,416
MITCHELL MOSEREXECUTIVE DIRECTOR - JCF
Officer
40$232,164$6,938
MICHAEL SATTELLCHIEF FINANCIAL OFFICER
Officer
40$204,308$18,527
JULIE SCHACKVICE PRESIDENT OF PHILANTHROPY
Officer
40$178,848$22,157
PATTI PORTHCONTROLLER
Highest-paid employee
40$115,677$28,854
ARI FRIEDMANDIRECTOR OF PROPERTIES AND SECURITY
Highest-paid employee
40$112,337$31,014
CAROLINE SAUCIER KRAVITCHIEF OPERATING OFFICER
Highest-paid employee
40$116,083$23,924
JEFFREY JONESDIRECTOR OF COMMUNICATIONS
Highest-paid employee
40$123,380$14,728
SAMANTHA ABRAMSONEXECUTIVE DIRECTOR - HERC
Highest-paid employee
40$130,170$7,546
MICHAEL HARRYMANCHIEF MARKETING & COMMUNICATIONS
Officer
40$124,745$3,018
EILEEN GRAVESVICE CHAIR
Trustee or director, Officer
1$0$0
BRIAN PARRISHDIRECTOR
Trustee or director
1$0$0
JAMIE MILLERDIRECTOR
Trustee or director
1$0$0
JILL PLAVNICKVICE CHAIR
Trustee or director, Officer
1$0$0
SUSIE HONIGBERGDIRECTOR
Trustee or director
1$0$0
24 more people on this return
NameTitleHours / weekCompensation
ADAM WITKOVDIRECTOR
Trustee or director
1$0
MINDY PALAYDIRECTOR
Trustee or director
1$0
RAISA KOLTUNDIRECTOR
Trustee or director
1$0
SUSAN LUBARDIRECTOR
Trustee or director
1$0
CINDY LEVYSECRETARY
Trustee or director, Officer
1$0
ANN JACOBSDIRECTOR
Trustee or director
1$0
MOSHE KATZVICE CHAIR
Trustee or director, Officer
1$0
CARYN STEINBERGERVICE CHAIR
Trustee or director, Officer
1$0
REBECCA GURALNICKDIRECTOR
Trustee or director
1$0
IDY GOODMANDIRECTOR
Trustee or director
1$0
ALAN BORSUKDIRECTOR
Trustee or director
1$0
LINDA BADERDIRECTOR
Trustee or director
1$0
TANYA ARBITVICE CHAIR
Trustee or director, Officer
1$0
JODI SPRINKMANNDIRECTOR
Trustee or director
1$0
BETSY ROSENBLUMDIRECTOR
Trustee or director
1$0
LISA HILLERDIRECTOR
Trustee or director
1$0
SARA HERMANOFFCHAIR-ELECT
Trustee or director, Officer
1$0
JUDITH B CORANCHAIR
Trustee or director, Officer
1$0
ALLAN J CARNEOLVICE CHAIR
Trustee or director, Officer
1$0
BARBARA GLAZERTREASURER
Trustee or director, Officer
1$0
JOAN LUBARDIRECTOR
Trustee or director
2$0
STEVEN ARENZONDIRECTOR
Trustee or director
1$0
MARK GOLDSTEINVICE CHAIR
Trustee or director, Officer
1$0
SUSAN ANGEL MILLERDIRECTOR
Trustee or director
1$0
990 for the year ended June 30, 2024: 42 people
NameTitleHours / weekCompensationOther / benefits
MIRYAM ROSENZWEIGPRESIDENT & CEO
Officer
40$282,492$20,964
MITCHELL MOSEREXECUTIVE DIRECTOR OF FOUNDATION
Officer
40$223,453$6,677
MICHAEL SATTELLCHIEF FINANCIAL OFFICER
Officer
40$192,190$2,422
JULIE SCHACKVP OF PHILANTHROPY
Officer
40$168,742$17,438
PATTI PORTHCONTROLLER
Highest-paid employee
40$106,595$33,276
ARI FRIEDMANDIRECTOR OF PROPERTIES AND SECURITY
Highest-paid employee
40$103,730$30,331
TZIPORAH ALTMAN-SHAFERVP FOR JEWISH COMMUNAL LIFE AND LEARNING
Trustee or director, Officer
40$90,793$32,052
JEFF JONESDIRECTOR OF MARKETING & COMMUNICATIONS
Highest-paid employee
40$104,541$5,117
SAMANTHA ABRAMSONHERC EXECUTIVE DIRECTOR
Highest-paid employee
40$101,178$6,124
PATRICIA SHERMAN-CISLEREXECUTIVE DIRECTOR OF MUSEUM
Highest-paid employee
40$100,447$5,942
RAISA KOLTUNDIRECTOR
Trustee or director
1$0$0
FRANCES RICHMANDIRECTOR
Trustee or director
1$0$0
MAX RASANSKYDIRECTOR
Trustee or director
1$0$0
CHERYL MOSERDIRECTOR
Trustee or director
1$0$0
SUSAN LUBARDIRECTOR
Trustee or director
1$0$0
CYNTHIA LEVYDIRECTOR
Trustee or director
1$0$0
ANN JACOBSDIRECTOR
Trustee or director
1$0$0
MOSHE KATZDIRECTOR
Trustee or director
1$0$0
CARYN STEINBERGERDIRECTOR
Trustee or director
1$0$0
REBECCA GURALNICKDIRECTOR
Trustee or director
1$0$0
IDY GOODMANDIRECTOR
Trustee or director
1$0$0
ALAN BORSUKDIRECTOR
Trustee or director
1$0$0
LINDA BADERDIRECTOR
Trustee or director
1$0$0
TANYA ARBITVICE CHAIR
Trustee or director
1$0$0
JODI SPRINKMANNDIRECTOR
Trustee or director
1$0$0
BETSY ROSENBLUMVICE CHAIR
Trustee or director, Officer
1$0$0
BRIAN SCHUPPERDIRECTOR
Trustee or director
1$0$0
MARK MILLERDIRECTOR
Trustee or director
1$0$0
LISA HILLERVICE CHAIR
Trustee or director, Officer
1$0$0
SARA HERMANOFFVICE CHAIR
Trustee or director
1$0$0
PNINA GOLDFARBVICE CHAIR
Trustee or director, Officer
1$0$0
JUDITH B CORANCHAIR-ELECT
Trustee or director, Officer
1$0$0
ALLAN J CARNEOLVICE CHAIR
Trustee or director, Officer
1$0$0
BARBARA GLAZERTREASURER
Trustee or director, Officer
1$0$0
KURT JANAVITZSECRETARY
Trustee or director, Officer
1$0$0
JOAN LUBARCHAIR
Trustee or director, Officer
2$0$0
ANDREA SCHNEIDERVICE CHAIR
Trustee or director, Officer
1$0$0
STEVEN ARENZONDIRECTOR
Trustee or director
1$0$0
CRAIG JOHNSONDIRECTOR
Trustee or director
1$0$0
MARK GOLDSTEINDIRECTOR
Trustee or director
1$0$0
SUSAN ANGEL MILLERDIRECTOR
Trustee or director
1$0$0
MICHAEL HARRYMANCHIEF MARKETING & COMMUNICATION OFFICER
Officer
40$0$0
990 for the year ended June 30, 2023: 40 people
NameTitleHours / weekCompensationOther / benefits
MIRYAM ROSENZWEIGPRESIDENT & CEO
Officer
40$272,969$21,437
MITCHELL MOSEREXECUTIVE DIRECTOR - JEWISH COMMUNITY FOUNDATION
Officer
40$215,527$31,814
JULIE SCHACKVICE PRESIDENT OF PHILANTHROPY
Highest-paid employee
40$163,159$17,352
THOMAS OECHLERCHIEF FINANCIAL OFFICER (THRU DEC 2022)
Officer
40$162,738$6,610
STEPHANIE WAGNERCHIEF IMPACT OFFICER
Highest-paid employee
40$148,936$16,974
ARI FRIEDMANDIRECTOR OF PROPERTIES AND SECURITY
Highest-paid employee
1$100,371$12,229
HANNAH WALLICKVP OUTREACH, ISRAEL & OVERSEAS (THRU NOV 2022)
Highest-paid employee
40$104,982$3,149
PATRICIA SHERMAN-CISLEREXECUTIVE DIRECTOR MUSEUM
Highest-paid employee
1$102,622$3,516
JOAN LUBARCHAIR
Trustee or director, Officer
2$0$0
KURT JANAVITZSECRETARY
Trustee or director, Officer
1$0$0
ESTHER ANCELTREASURER
Trustee or director, Officer
1$0$0
ALLAN J CARNEOLVICE CHAIR
Trustee or director, Officer
1$0$0
JUDITH B CORANCHAIR-ELECT
Trustee or director, Officer
1$0$0
PNINA GOLDFARBVICE CHAIR
Trustee or director, Officer
1$0$0
SARA HERMANOFFDIRECTOR
Trustee or director
1$0$0
LISA HILLERVICE CHAIR
Trustee or director, Officer
1$0$0
ANDREA SCHNEIDERVICE CHAIR
Trustee or director, Officer
1$0$0
BETSY ROSENBLUMVICE CHAIR
Trustee or director, Officer
1$0$0
BRIAN SCHUPPERDIRECTOR
Trustee or director
1$0$0
TANYA ARBITVICE CHAIR
Trustee or director, Officer
1$0$0
LINDA BADERDIRECTOR
Trustee or director
1$0$0
ALAN BORSUKDIRECTOR
Trustee or director
1$0$0
IDY GOODMANDIRECTOR
Trustee or director
1$0$0
ADAM GREENSPANDIRECTOR
Trustee or director
1$0$0
REBECCA GURALNICKDIRECTOR
Trustee or director
1$0$0
ANN JACOBSDIRECTOR
Trustee or director
1$0$0
MOSHE KATZDIRECTOR
Trustee or director
1$0$0
RAISA KOLTUNDIRECTOR
Trustee or director
1$0$0
CYNTHIA LEVYDIRECTOR
Trustee or director
1$0$0
DAVID LOWEDIRECTOR
Trustee or director
1$0$0
SUSAN LUBARDIRECTOR
Trustee or director
1$0$0
CHERYL MOSERDIRECTOR
Trustee or director
1$0$0
MINDY PALAYDIRECTOR
Trustee or director
1$0$0
MAX RASANSKYDIRECTOR
Trustee or director
1$0$0
FRANCES RICHMANDIRECTOR
Trustee or director
1$0$0
YONINA SCHLUSSELDIRECTOR
Trustee or director
1$0$0
JODI SPRINKMANNDIRECTOR
Trustee or director
1$0$0
CARYN STEINBERGERDIRECTOR
Trustee or director
1$0$0
MARK MILLERDIRECTOR
Trustee or director
1$0$0
MICHAEL SATTELLCHIEF FINANCIAL OFFICER (STARTING JAN 2023)
Officer
40$0$0

Address and contacts

Address (IRS master file)
1360 N PROSPECT AVE, MILWAUKEE, WI 53202-3056
Principal officer (990 for 2024)
MIRYAM ROSENZWEIG, 1360 N PROSPECT AVE, MILWAUKEE, WI 53202
Signed the 990
MIRYAM ROSENZWEIG, PRESIDENT & CEO
Phone
(414) 390-5700
Return prepared by
SVA CERTIFIED PUBLIC ACCTS SC

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).

990 for the year ended June 30, 2025

Program accomplishments

  • 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.
    Expenses $10,640,903 · grants $10,062,177
  • 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.
    Expenses $949,328
  • 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.
    Expenses $831,763
  • 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.
    Expenses $421,687
  • 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.
    Expenses $15,068,477 · grants $4,785,012 · revenue $3,156,542

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
39-0806312
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1947
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$280,142,726
Income (IRS master file)
$101,425,098

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$33,554,629$32,990,405$280,142,726IRS
990-TJune 2025–––IRS
990June 2024$32,341,281$35,916,966$267,011,215XML
990-TJune 2024–––IRS
990June 2023$26,295,375$28,364,828$259,738,559XML
990-TJune 2023–––IRS
990June 2022$27,574,261$27,884,525$252,063,336IRS
990-TJune 2022–––IRS
990June 2021–––IRS
990-TJune 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-0806312).

Questions about MILWAUKEE JEWISH FEDERATION INC

What is the EIN of MILWAUKEE JEWISH FEDERATION INC?
The employer identification number (EIN) of MILWAUKEE JEWISH FEDERATION INC is 39-0806312.
Is MILWAUKEE JEWISH FEDERATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1947.
Are donations to MILWAUKEE JEWISH FEDERATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MILWAUKEE JEWISH FEDERATION INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of MILWAUKEE JEWISH FEDERATION INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MILWAUKEE JEWISH FEDERATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of MILWAUKEE JEWISH FEDERATION INC?
The 990 for the year ended June 30, 2025 names MIRYAM ROSENZWEIG.
Who are the officers and directors of MILWAUKEE JEWISH FEDERATION INC?
The 990 for the year ended June 30, 2025 lists 39 people; 10 received compensation from the organization, the highest $301,445 (MIRYAM ROSENZWEIG, PRESIDENT & CEO).
How much revenue does MILWAUKEE JEWISH FEDERATION INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $33,554,629, expenses of $32,990,405 and total assets of $280,142,726 at year end.

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