2014-01-15T14:22:12-06:00 2013-06-30 391173131 SCHENCK SC 11414 W PARK PLACE STE 200 MILWAUKEE WI 53224 990 2012-07-01 390806234 THE HARRY AND ROSE SAMSON FAMILY JEWISH COMM CENTER OF MILWAUKEE HARR 4149644444 6255 NORTH SANTA MONICA BLVD MILWAUKEE WI 53217 MARK SHAPIRO 4149644444 2014-01-16 1 KARIN HARMS P00073773 4144634411 2012 2015-11-30 17:44:51Z MARK SHAPIRO 6255 NORTH SANTA MONICA BLVD MILWAUKEE WI 53217 11850738 0 X WWW.JCCMILWAUKEE.ORG X 1929 WI STRENGTHENING JEWISH IDENTITY AND ENRICHING THE QUALITY OF JEWISH LIFE. 32 32 612 500 116710 -3577 2184491 2577868 8499989 9040247 13841 14965 137276 85469 10835597 11718549 0 0 0 0 6526496 6886256 0 0 147933 4873663 5144315 11400159 12030571 -564562 -312022 23633725 24373039 7947927 8149344 15685798 16223695 X THE 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 STRENGTHENING 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. IT INITIATES DIVERSIFIED SOCIAL, EDUCATIONAL, RECREATIONAL, AND CULTURAL PROGRAMS WITHIN A JEWISH SETTING. 0 0 2728715 3323110 HEALTH 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. 2744386 2865463 EARLY CHILDHOOD DEVELOPMENT - THE JCC'S EARLY CHILDHOOD DEVELOPMENT PROGRAM IS A CHILD-CENTERED CURRICULUM BASED ON AN EMERGENT APPROACH. THROUGH CAREFUL OBSERVATION AND DOCUMENTATION OF CHILDREN'S INTERESTS AND PLAY, OUR DEDICATED EARLY CHILDHOOD EDUCATORS CREATE DISCUSSION TOPICS THAT CAPTURE CHILDREN'S NATURAL CURIOSITY. WE STRIVE TO PROVIDE A HAPPY AND RELAXED LEARNING SITUATION THAT EMPHASIZES THE PROCESS OF LEARNING AND THE PLEASURE OF DISCOVERY. BEING A PART OF 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. 3042202 2244745 CAMP ACTIVITIES - CAMP INTERLAKEN, LOCATED IN EAGLE RIVER WISCONSIN, OFFERS AN INCOMPARABLE JEWISH SUMMER EXPERIENCE FOR CAMPERS AND STAFF. RAINBOW DAY CAMP, 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 SPECIAL NEEDS AND DISADVANTAGED CHILDREN. BOTH CAMPS FOSTER ENDURING RELATIONSHIPS, A LOVE OF JEWISH COMMUNITY AND A CONNECTION TO ISRAEL WHILE PROMOTING INDIVIDUAL GROWTH, LEARNING AND FUN. 1802101 606929 GENERAL SOCIAL WORK PROGRAMS 1802101 606929 10317404 1 1 0 0 0 0 0 0 0 0 1 1 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 67 0 1 612 1 1 1 0 0 0 0 1 1 0 0 0 0 X 32 32 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI X X BRIAN LEIBL 4149644444 6255 N SANTA MONICA BLVD MILWAUKEE WI 53217 MOSHE KATZ 1.00 X X 0 0 0 JANE CHERNOF 1.00 X X 0 0 0 GREGORY DORF 1.00 X X 0 0 0 BARBARA GLAZER 1.00 X X 0 0 0 ALICIA SADOFF 1.00 X X 0 0 0 JAMES MILLER 1.00 X X 0 0 0 ROBERT PETERMAN 1.00 X X 0 0 0 HOWARD STERN 1.00 X X 0 0 0 BRENT ARNOLD 0.50 X 0 0 0 NANCY BARNETT 0.50 X 0 0 0 WILLIAM BODNER 0.50 X 0 0 0 MARK BRICKMAN 0.50 X 0 0 0 BETTY CHRUSTOWSKI 0.50 X 0 0 0 SUZY ETTINGER 0.50 X 0 0 0 NEENA FLORSHEIM 0.50 X 0 0 0 STEVE EMOLD 0.50 X 0 0 0 JOSEPHINE GEE 0.50 X 0 0 0 BEVERLY GREENBERG 0.50 X 0 0 0 PHILLIP KATZ 0.50 X 0 0 0 DAVID MARGOLIS 0.50 X 0 0 0 LARRY FELDMESSER 0.50 X 0 0 0 JOSEPH KASLE 0.50 X 0 0 0 ANDREW KOMISAR 0.50 X 0 0 0 GEORGE MEYER 0.50 X 0 0 0 LAURANCE NEWMAN 0.50 X 0 0 0 RYAN O'DESKY 0.50 X 0 0 0 KENNETH STEIN 0.50 X 0 0 0 PAUL WIERZBA 0.50 X 0 0 0 SHERYL RUBIN 0.50 X 0 0 0 RONNA PACHEFSKY 0.50 X 0 0 0 SYLVIA WINTER 0.50 X 0 0 0 DR BRUCE WEISS 0.50 X 0 0 0 BRIAN LEIBL 40.00 X 93558 0 6824 MARK SHAPIRO 40.00 X 261121 0 36054 JAY ROTH 0.00 X 606712 0 0 961391 0 42878 2 1 1 0 TESCHEDORF AND SHROCK PO BOX 551 RHINELANDER WI 54501 GENERAL CONTRACTOR 493200 MAHLER ENTERPRISES 600 N BROADWAY STE 200 MILWAUKEE WI 53202 CONTRACT CLEANING 196096 LAMERS BUS LINES 2407 SOUTH POINT ROAD GREEN BAY WI 54313 TRANSPORTATION 114002 3 1258150 25289 293843 1000586 2577868 EARLY CHILDHOOD ACTIVITIES 624100 2865463 2865463 DUES-HEALTH CLUB 713940 2652383 2652383 CAMP ACTIVITIES 713940 2244745 2244745 PHYSICAL ED ACTIVITIES 713940 670727 670727 SOCIAL VENUES 531190 442602 442602 164327 164327 9040247 14600 14600 365 0 365 365 365 100948 293843 132189 -31241 -31241 SPA INCOME 713940 116710 116710 116710 11718549 9040247 116710 -16276 X 397215 173373 149773 74069 5346533 3957717 1283136 105680 153459 123144 26825 3490 570894 379551 178050 13293 418155 337657 72430 8068 3925 3925 32200 32200 56027 32199 23828 736111 460801 245170 30140 168498 26366 141736 396 1985386 690138 1295033 215 222976 165058 57422 496 142257 142257 613606 613606 PROGRAM SUPPLIES 599923 553922 24459 21542 FOOD 591783 569853 1866 20064 HOSPITALITY 123812 66643 54500 2669 ALLOCATE ADMINISTRATIVE 0 2780982 -2780982 -132189 -132189 12030571 10317404 1565234 147933 23875 1532694 1795764 170719 591582 604349 600951 545016 7432 14056 40617 38270 853601 858984 16653838 6237006 10213732 10416832 7343910 8052636 2162261 2139483 23633725 24373039 756969 782501 2737471 2989844 41220 7522 4262267 4046017 150000 323460 7947927 8149344 X 6564460 7403319 9121338 8820376 15685798 16223695 23633725 24373039 X -312022 849919 X 0 1 X 1 0 X 3687962 2284477 3904753 2184491 2577868 14639551 3687962 2284477 3904753 2184491 2577868 14639551 1102022 13537529 23804 35263 21016 11106 14600 105789 12040 5795 4206 22041 14767381 41019408 0.91670 0.92940 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 855936 855936 9849254 2946297 6902957 3730629 1536931 2193698 2185941 1753778 432163 32078 32078 10416832 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 7692318 F LONG-TERM INVESTMENTS 360318 F 8052636 CASH SURRENDER VALUE 6552 ASSETS HELD AT JEWISH COMMUNITY FOUNDATION 1588928 UNCONDITIONAL PROMISES TO GIVE 544003 2139483 X 12700657 849919 849919 11850738 -132189 -132189 11718549 12162760 132189 132189 12030571 0 12030571 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 IS PART OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES. THIS GUIDANCE 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 2009. 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, 2013 AND 2012. PART XI, LINE 2D - OTHER ADJUSTMENTS: MJF INVESTMENT RETURN 162,102. JCF INVESTMENT RETURN 687,817. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -132,189. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 132,189. KIDSHARE 245630 174408 71222 13362 56337 LAUGH-IT-UP 149161 119435 29726 6000 42000 14490 394791 293843 100948 19362 42000 70827 132189 -31241 X 1 1 X X X 1 1 0 0 0 0 0 0 0 MARK SHAPIRO 261121 0 0 0 0 0 13056 0 22998 0 297175 0 0 0 JAY ROTH 0 0 0 0 606712 0 0 0 0 0 606712 0 0 0 SUPPLEMENTAL INFORMATION PART III PAYMENTS TO JAY ROTH WERE PURSUANT TO SUPPLEMENTAL RETIREMENT AND SEVERANCE AGREEMENTS. JAY ROTH FRMR OFFICER SETTLEMENT PAYMENT X 200000 7522 0 1 1 7522 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 ADVERTISTED OPEN MEETING TO ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 IS REVIEWED BY THE CFO, EXECUTIVE DIRECTOR, AND TREASURER 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 EMPLOYEES' COMPENSATION IS REVIEWED BY EXECUTIVE DIRECTOR AND BUDGET AND FINANCE COMMITTEE BASED ON GUIDELINES FROM NATIONAL ORGANIZATION (JCCA). THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED BY COMPENSATION COMMITTEE OF BOARD AND OFFICERS REVIEW COMPENSATION BASED ON GUIDELINES FROM NATIONAL ORGANIZATION (JCCA). FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THE DOCUMENTS AVAILABLE UPON REQUEST. THE QUARTERLY FINANCIALS AND AUDIT REPORT ARE ALSO ON FILE AND AVAILABLE FOR INSPECTION THROUGH THE UNITED WAY. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: MJF INVESTMENT RETURN 162,102. JCF INVESTMENT RETURN 687,817. MATAN FOUNDATION INC 6255 N SANTA MONICA BLVD MILWAUKEE WI 53217 391994770 INACTIVE WI 501(C)(3) 509(A)(3) N/A 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0