Jewish Federation of Madison Inc

Nonprofit profile at a glance

EIN
390867186
IRS 990 coverage
2010–2024
Forms available
Form 990 2024, Form 990-T 2022
Location
Madison, WI, USA
Phone
6082781808
Rating
88
Verdict
STRONG
Rating confidence
Moderate
Sector
Judaism
Affiliation
Judaism

Official website

Reported finances

Revenue
$3,306,504
Expenses
$3,167,304
Assets
$8,237,407
Liabilities
$239,156

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

50 people listed

Executive titles in this filing

  • FRED GANTS (PRESIDENT)
  • DAN WEISS (1ST VICE PRESIDENT)
  • STEVEN MORRISON (EXECUTIVE DIRECTOR EMERITU)
  • JOE SHUMOW (PAST PRESIDENT)
  • JEREMY TUNIS (2ND VICE PRESIDENT)
  • LAINIE MINKOFF (3RD VICE PRESIDENT)

Highest reported compensation

  • ALAN KLUGMAN (EXECUTIVE DIRECTOR): $135,000 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To inspire, build, and sustain vibrant jewish life by fostering diverse opportunities to connect at every age and mobilizing our community in common purpose, in madison, israel, and around the world.

What it reported doing in 2024

Camp shalom, founded 1954, is the oldest summer day camp in dane county. Founded and sponsored by jewish federation of madison, inc., camp shalom serves up to 1000 children -kindergarten through ninth grade -each summer in three day camping sessions operating out of the irwin and robert goodman jewish community campus in the town of verona. Scholarships are awarded based upon family financial need as documented on confidential scholarship application forms filled out by the families attending camp. Camp shalom is licensed by the state of Wisconsin. Camp shalom serves children entering grades kindergarten through grade five the following fall. Camp noar bogrim serves children entering grades six, seventh, eighth and ninth the following fall. Camp noar bogrim also serves children entering grades six, seven, eight and nine the following fall. Camp shalom also offers a winter session as well.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 80% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and some filed totals do not add up.

Rating breakdown

  • Financial Efficiency: 83
  • Transparency & Controls: 90
  • Accountability: 100
  • Sustainability: 59
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 82.7%; rating input score 83
  • Program expense ratio: 83.5%; rating input score 83
  • Fundraising efficiency: $52.27 raised per $1 spent on fundraising; rating input score 79; 79th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 93.8%; rating input score 94; 20th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 97.1%; rating input score 97; 32nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 8 of 8 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 4.2%; rating input score 48; 48th percentile among comparable filings
  • Total-asset coverage ratio: 2.6; rating input score 70; 70th percentile among comparable filings
  • Liabilities to assets ratio: 0.03; rating input score 77; 77th percentile among comparable filings
  • Officer compensation ratio: 4.3%; rating input score 59; 59th percentile among comparable filings

Growth

  • Program expense growth: 2.1% per year; rating input score 100; 23rd percentile among comparable filings
  • Revenue growth: 0.9% per year; rating input score 100; 15th percentile among comparable filings
  • Asset growth: 1.9% per year; rating input score 100; 19th percentile among comparable filings

Details

  • Where the money goes: 82.7% of revenue deployed · 83.5% of spending went to programs
  • Governance: 32 of 32 board members independent · 8 of 8 filing controls reported
  • Programs: 7 filed program accomplishments · $2.6M in reported program spending
  • Leadership: top reported pay $135K · 50 people listed
  • Consistency: 33 of 34 current checks pass · 1 finding to review
  • Schedules: 7 filed schedules · includes major donors and grants
  • Filing history: 14 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 9 filed money-flow records
  • Related organizations: 9 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Sustainability: Operating margin scored 48/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Review — Sustainability: Officer compensation ratio scored 59/100.