2023-05-12T13:08:07-05:00 2022-06-30 420714325 RSM US LLP 30 S Wacker Drive Ste 3300 Chicago IL 60606 990 2021-07-01 362167034 Jewish United Fund of Metropolitan Chicago JEWI 3123574790 30 South Wells 4049 Chicago IL 60606 James A Pinkston VP of Accounting 3123574790 2023-05-10 1 James Pinkston 999009999 Rebekuh Eley P01247672 3126343400 2023-05-10 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z Lonnie Nasatir 30 South Wells 4049 Chicago IL 60606 118936495 0 X www.JUF.org X 1949 IL JUF is the Chicago Jewish community's central philanthropy, funding wide-ranging services. 87 86 564 8093 823106 0 105882435 104390884 3698581 4209640 6912665 10246701 -211598 -305230 116282083 118541995 86577569 91322869 0 0 14354778 15067036 43565 25421 7005398 7554330 8560650 108530242 114975976 7751841 3566019 243180616 219478167 78214264 68639845 164966352 150838322 X JUF provides critical resources that bring food, refuge, health care, education and emergency assistance to over 500,000 Chicagoans of all faiths and millions of Jews in Israel and around the world, funding a network of 100+ agencies, schools, and programs. 0 0 46334299 46127433 986083 Allocations (Local) - The Jewish United Fund of Metropolitan Chicago (JUF) conducts fundraising activities by means of annual calendar year campaigns and makes allocations to Jewish Federation of Metropolitan Chicago (JF) and Jewish Federations of North America (JFNA). Through its allocation to JF, JUF supports various nonprofit organizations in the Chicago area that provide assistance to people of all faiths, including hot meals and groceries, utility and rent assistance, prescriptions and medical care for impoverished families; job training and placement for people who are out of work; multi-faceted, specialized support services for people with disabilities; support services for Holocaust survivors; assisted living, specialized Alzheimer's care and transportation for seniors; respite services for caregivers of frail seniors and people with disabilities; counseling, prevention and intervention services for troubled teens; and an entire continuum of prevention and therapeutic services for individuals and families in crisis.Because the Jewish United Fund of Metropolitan Chicago and the Jewish Federation of Metropolitan Chicago are so closely linked in numerous ways (combined Board of Directors, shared professional staff, shared office space, etc.), and because JUF provides an annual, multi-million dollar allocation to the Jewish Federation, we measure and report our program and service results jointly for the combined JUF/Federation enterprise, which are summarized below:Mental Health:Prolonged isolation, uncertainty and financial stress have taken a toll on mental health across our community. Last year, JUF deployed an additional $2.2 million to ramp up mental health programs for people who were in crisis, struggling with anxiety, depression and addiction. In FY22, thousands more needed help. According to the most recent Chicago Jewish Population Study, mental health care is the greatest single health service need in our local community, with 1 in 4 local Jewish households requiring mental health assistance. The need is particularly stark among people ages 22-39, with nearly half (45%) of young couples and 1 in 3 (36%) young singles requiring mental health care. At the beginning of the fiscal year, there were 200 people on the waitlist for JCFS counseling services and there was a two-month wait for a counseling appointment at CJE SeniorLife.With JUF's support, our agencies stepped up to meet this growing need: - 36,000 people got mental health support from JUF agencies across the community in 2021- a 65% increase over 2020. - JCFS Chicago doubled respite services for families of people with disabilities.- 5,800 professionals throughout the community got training to ensure they could offer appropriate resources and referrals to meet community members' mental health needs.- 800 JCC staff, Jewish preschool and day school teachers got coaching to better serve children's mental health needs and to assist with their own self-care.- Historically, in a typical year, JCC would provide mental health supports to 15% of its campers; in summer 2021, half of its campers required this assistance. With JUF's support, Jewish institutions have added mental health facets to their programming:- Hundreds of young adults got support at one of Chicago's four Base centers- including individualized care, referrals to additional resources and programming to foster emotional resilience through a Jewish lens- to complement connections to community. - Scores of young professionals benefited from additional mental health and employment support through a joint initiative of JUF's Young Leadership Division and JCFS Chicago.- Hundreds of adults of all ages participated in weekly mindfulness programs with OROT.Security:Live Secure Chicago was launched in FY 21-22 to extend JUF's security support across our entire community, with the goal of ensuring that no Jewish institution's security choices are compromised by limited resources and that every member of our community can safely and proudly participate in Jewish life.- To date, 100 Jewish groups have been assisted by JUF in procuring government funds to strengthen their security, including $20 million in federal and $6 million in state security grants. Our goal is to expand JUF's grant writing capacity to fully serve upwards of 300 Jewish organizations, enabling them to apply for- and win- more federal and state grants.- 88 Chicagoland Jewish groups have received $1.6 million in JUF matching grants in the last three years, which leveraged an additional $2.3 million in matching funds, resulting in nearly $4 million of new or improved physical security protecting 37,000 people. Our goal is to establish annual rounds of security grants to extend protection to all local Jewish schools, synagogues, camps and other institutions, ensuring that each facility can rely upon predictable funding cycles to update security plans- and the equipment to back them up. - JUF estimates that our community now spends $5 million annually on security at facilities and events. Our goal is to raise nearly $1 million more annually to extend protection to all local Jewish institutions. - JUF has conducted 250 security audits of local Jewish institutions to date and facilitated over 50 institutional security plans to help protect community members of all ages. Our goal is for every Jewish facility and program in the Chicago metropolitan area to have access to JUF's security expertise and technical assistance to ensure their safety. - In partnership with law enforcement agencies, to date JUF has hosted 20+ community security seminars and dozens of scenario trainings for organizational leaders. Our goal is to offer these seminars and training sessions to more organizations and more people, including staff, faculty and volunteers.- JUF has relationships with 24 federal, state, county, and local law enforcement agencies to ensure our community's access to top officials, security information and resources. Those relationships- and the expertise of those officers- are strengthened via JUF-sponsored Security Seminars in Israel. As part of expanded security operations, our goal is to hold these seminars more frequently. Community Engagement in Jewish Life:In 2021, JUF connected young families to Jewish identity and community:- 11,000 local children get free, monthly Jewish books through PJ Library & PJ Our Way. - 8,000 young families participated in programs and events through JUF and its agencies last year- 1 in 5 of them for the first time.- JUF and its agencies hosted 300 events for young families throughout the yearDynamic, JUF-supported programs engaged teens, college students & young adults in Jewish life:- 7,400 teens engaged Jewishly through programs run by JUF and JUF-supported agencies- an 87% increase over 2020. - 5,500 young adults engaged in programs provided by JUF and its agencies in 2021- half of them for the first time. - 2,300 (36%) of all Jewish college students in Illinois participated in Hillel in 2021.- 1,500 college students attended 54 pre-Israel programs and events held on 16 college campuses across Illinois- 1,200 youth received $1 million in scholarships and vouchers for Jewish summer camp.JUF continued to make Jewish education more affordable: - 4,300 individuals received $45.6 million in scholarships & tuition assistance in 2021 to help them afford Jewish preschool, day school, graduate and undergraduate programs.- 3,500 local Jewish Day School students- 76% of those enrolled- received scholarships and/or tuition assistance from JUF-supported day schools, which totaled $43.8 million in 2021.- 500+ preschoolers- 1 in 5 of those enrolled- received $1 million in scholarships and subsidies from JUF and JCC to help make their early childhood education possible. JUF continued to engage community members of all ages:- 48,000 community members attended outreach & education programs through JUF agencies in 2021, from support groups and workshops to genetic education and Jewish enrichment. - 22,000 adults attended 275 local Jewish programs provided by JUF and JCC Chicago.- 9,300 older adults participated in programming across JUF agencies. 45605637 45195436 350356 Allocations (Overseas) - Through its allocation to JFNA, JUF supports services to millions of individuals in Israel and 70 other countries. These range from basic social service programs addressing needs of all age groups to formal and informal Jewish education/identity development. The major beneficiary organizations which engage in overseas work through support from JFNA are the American Jewish Joint Distribution Committee, the Jewish Agency for Israel and the World ORT. 1844210 Communications and "Jewish Chicago: The JUF Magazine" works to ensure JUF/Federation maintains a strong public profile across traditional and social media, serving effectively as the voice of Chicago's Jewish community and bringing JUF's lifesaving mission to life. With average monthly circulation of 40,000 homes, Jewish Chicago is the largest circulation of any Jewish publication in Chicago and the Midwest and spotlights the breadth, depth, diversity and vitality of Chicago's Jewish community. 619884 36049 Community Relations - Through its support of the Jewish Community Relations Council (JCRC), JUF coordinates the collective policies and programs among 43 constituent Jewish organizations active in public affairs/community relations work. JCRC educates and mobilizes the Jewish community for action through JUF and those constituent groups on internal and domestic issues ranging from Israel advocacy to combatting anti-Semitism, and works to strengthen our community's intergroup relations (interfaith, interethnic, etc.). JCRC activities and engagement take place with the media, campuses, government, foreign diplomats and religious and civic leaders. 3294563 2014046 Israel office and other programs: The organization maintains a small office in Israel with four employees. The Israel office expense and employee salaries are paid to Jewish Federations of North America, which is based in New York, and is the umbrella organization for all Jewish Federations in North America. The Israel office coordinates educational missions and monitors Israeli programs that are funded by JUF. JUF coordinates missions to Israel, Russia, Poland and various other countries in order to give donors the opportunity to travel with other Chicagoans to Jewish communities all over the world and see JUF dollars at work. The missions also allow individuals to visit with people who live in Israel and other countries, explore family roots and learn about worldwide Jewish culture. Missions give participants the opportunity to see first-hand what can be accomplished by the Jewish people when our energy and resources are operating at full capacity. JUF pays for certain mission travel expenses and then participants reimburse JUF for the costs. The revenue and expenses of missions are reported on the 990 on a gross basis. 3914447 2050095 97698593 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 1 1 0 0 1 1 0 0 1 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 1 1 1 0 0 1 35 0 1 564 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 87 86 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X X James A Pinkston 3123574790 30 South Wells Ste 4049 Chicago IL 60606 Pam F Szokol Board Chair 10.00 10.00 X X 0 0 0 Wendy C Abrams Vice Chair 5.00 5.00 X X 0 0 0 Carey Cooper Vice Chair 5.00 5.00 X X 0 0 0 Jordan T Goodman Vice Chair 0.50 0.50 X X 0 0 0 Dana Westreich Hirt Vice Chair 0.50 0.50 X X 0 0 0 Deborah Schrayer Karmin Vice Chair 0.50 0.50 X X 0 0 0 Jane Cadden Lederman Vice Chair 5.00 5.00 X X 0 0 0 Jennifer Leemis Vice Chair 5.00 5.00 X X 0 0 0 Steven N Miller Vice Chair 5.00 5.00 X X 0 0 0 David Rosenbaum Vice Chair 0.50 0.50 X X 0 0 0 Gail L Rudo Vice Chair 0.50 0.50 X X 0 0 0 Kim Shwachman Vice Chair 5.00 5.00 X X 0 0 0 Marc Spellman Vice Chair 5.00 5.00 X X 0 0 0 Bruce Taylor Vice Chair 0.50 0.50 X X 0 0 0 Cindy Kaplan Treasurer 5.00 5.00 X X 0 0 0 Lindsey P Markus Assistant Treasurer 0.50 0.50 X X 0 0 0 Peter B Bensinger Jr Secretary 0.50 0.50 X X 0 0 0 Jeremy Amster Assistant Secretary 0.50 0.50 X X 0 0 0 Katie Berger Director 0.50 0.50 X 0 0 0 Wendy Berger Director 5.00 5.00 X 0 0 0 Debbie L Berman Director 0.50 0.50 X 0 0 0 Marc Berman Director 0.50 0.50 X 0 0 0 Marc S Brenner Director 0.50 0.50 X 0 0 0 David T Brown Director 0.50 0.50 X 0 0 0 Karen Budin Director 0.50 0.50 X 0 0 0 Susan Spier Chapman Director 0.50 0.50 X 0 0 0 Caroline Davidson Director 0.50 0.50 X 0 0 0 Maury Fertig Director 0.50 0.50 X 0 0 0 Linda Schottenstein Fisher Director 0.50 0.50 X 0 0 0 Michael T Fishman Director 0.50 0.50 X 0 0 0 Jason Friedman Director 0.50 0.50 X 0 0 0 Andrew Glick Director 0.50 0.50 X 0 0 0 David Golder Director 0.50 0.50 X 0 0 0 Craig Goldsmith Director 0.50 0.50 X 0 0 0 Steven M Greenbaum Director 0.50 0.50 X 0 0 0 Andrew L Hananel Director 0.50 0.50 X 0 0 0 King W Harris Director 0.50 0.50 X 0 0 0 David J Hartman Director 0.50 0.50 X 0 0 0 Rabbi Sidney M Helbraun Director 0.50 0.50 X 0 0 0 Andrew S Hochberg Director 0.50 0.50 X 0 0 0 Susan Insoft Director 0.50 0.50 X 0 0 0 Lisa Jericho Director 0.50 0.50 X 0 0 0 Cathy Kahn Director 0.50 0.50 X 0 0 0 Mitch Kaufman Director 0.50 0.50 X 0 0 0 Linda Kellough Director 0.50 0.50 X 0 0 0 Ari Klein Director 0.50 0.50 X 0 0 0 Ann-Louise Kleper Director 0.50 0.50 X 0 0 0 Steven H Lavin Director 0.50 0.50 X 0 0 0 Brian J Levinson Director 0.50 0.50 X 0 0 0 Laurie Lustbader Director 0.50 0.50 X 0 0 0 Yosef Meystel Director 0.50 0.50 X 0 0 0 Lee I Miller Director 0.50 0.50 X 0 0 0 David Nankin Director 0.50 0.50 X 0 0 0 Michael Oxman Director 0.50 0.50 X 0 0 0 Ross S Pearlstein Director 0.50 0.50 X 0 0 0 Sanford E Perl Director 0.50 0.50 X 0 0 0 Daniel J Perlman Director 0.50 0.50 X 0 0 0 Theodore F Perlman Director 0.50 0.50 X 0 0 0 Brandon C Prosansky Director 0.50 0.50 X 0 0 0 Shari Greco Reiches Director 0.50 0.50 X 0 0 0 Elliott Robinson Director 0.50 0.50 X 0 0 0 Avi Rothner Director 0.50 0.50 X 0 0 0 Eric A Rothner Director 0.50 0.50 X 0 0 0 Rabbi Marc Rudolph Director 0.50 0.50 X 0 0 0 Susan Sacks Director 0.50 0.50 X 0 0 0 Charlene K Sales Director 0.50 0.50 X 0 0 0 James Sarnoff Director 0.50 0.50 X 0 0 0 Julie Dann Schneider Director 0.50 0.50 X 0 0 0 Max Schrayer Director 0.50 0.50 X 0 0 0 Harry J Seigle Director 0.50 0.50 X 0 0 0 Midge Perlman Shafton Director 0.50 0.50 X 0 0 0 Devra Resnick Shutan Director 0.50 0.50 X 0 0 0 Morris Silverman Director 0.50 0.50 X 0 0 0 Bill Silverstein Director 0.50 0.50 X 0 0 0 Shari Slavin Director 0.50 0.50 X 0 0 0 Judy L Smith Director 0.50 0.50 X 0 0 0 Sara Crown Star Director 0.50 0.50 X 0 0 0 Phyllis Tabachnick Director 0.50 0.50 X 0 0 0 Deborah Winick Director 0.50 0.50 X 0 0 0 Joseph Wolf Director 0.50 0.50 X 0 0 0 Andrea R Yablon Director 0.50 0.50 X 0 0 0 Michael H Zaransky Director 0.50 0.50 X 0 0 0 Logan Booth Ex-Officio 0.50 0.50 X 0 0 0 Carla Fishman Ex-Officio 0.50 0.50 X 0 0 0 Hilary Greenberg Ex-Officio 0.50 0.50 X 0 0 0 Danielle Pearl Ex-Officio 0.50 0.50 X 0 0 0 Robyn Tavel Ex-Officio 0.50 0.50 X 0 0 0 Dr Steven B Nasatir PhD Executive Vice Chairman 6.00 32.00 X 43209 465138 16124 David S Rosen Senior Vice President - Endowments 0.00 50.00 X 0 423355 47244 Lonnie Nasatir President 25.00 25.00 X 202551 247562 31655 Jay Tcath Executive Vice President 25.00 25.00 X 192691 151400 103418 David S Rubovits PhD Chief Operating Officer 50.00 0.00 X 301144 0 94033 Boaz Blumovitz Chief Financial Officer 22.50 27.50 X 186822 152854 25117 James Rosenberg Chief of Staff 50.00 0.00 X 277094 0 66801 James A Pinkston Vice President - Accounting 20.00 30.00 X 219924 73308 36845 Deborah Covington Senior VP, Planning & Allocations 40.00 10.00 X 208208 0 126913 Robert Schuckman Vice President - General Council 10.00 40.00 X 45005 180020 43434 David Prystowsky Vice President - Campaign 50.00 0.00 X 256728 0 44669 Peter Chiswick Sr Assoc V.P. & Dir, JUF Invest. 25.00 25.00 X 222096 0 57766 Audra P Berg VP, Leadership Eng. & Board Rel. 8.50 41.50 X 178879 0 35756 Tracy More V.P. Cmty. Outreach & Eng. Officer 0.00 50.00 X 0 186764 13792 Rabbi Louis A Lazovsky Vice President - Human Resources 40.00 10.00 X 260608 28957 67260 Joy Schwartz Vice President - Communications 50.00 0.00 X 302463 0 33476 Shirley Dvorin Vice President - Human Resources 50.00 0.00 X 209345 0 73604 Daniel Goldwin Exec. Director, Public Affairs 25.00 25.00 X 122193 121219 21881 Stuart Spector Vice President - Campaign Operations 50.00 0.00 X 207647 0 49984 Kedar Potdar Vice President - Technology 50.00 0.00 X 212358 0 22154 3648965 2030577 1011926 16 0 1 0 Mittera Wisconsin LLC 555 Beichl Avenue Beaver Dam WI 53916 Publication Services 321394 VRP Consulting 268 Bush Street 3836 San Francisco CA 94104 Technology Consulting 272527 RSM US LLP 30 South Wacker Drive Chicago IL 60606 Auditing Services 268050 ennVee TechnoGroup Inc 2616 Rutland Road Naperville IL 60564 Technology Consulting 257561 Central Park Speakers LLC 1658 N Milwaukee Ave Chicago IL 60647 Speakers' Agency 153687 9 17765000 86625884 4875951 104390884 Service Fees 561000 1943955 1943955 Program Fees 561000 1442579 1442579 Magazine Advertising 541800 823106 823106 4209640 156127 156127 10090574 0 10090574 10090574 10090574 89270 394500 -305230 -305230 118541995 3386534 823106 9941471 91322869 91322869 2644431 684267 1092114 868050 117935 117935 9659582 2499492 3989276 3170814 661272 170994 272899 217379 1190290 307790 491218 391282 793526 205193 327478 260855 644044 623979 20065 107882 107882 20365 20365 25421 25421 458885 113776 324006 21103 22806 11734 11072 749708 297183 76139 376386 1786500 151706 1437333 197461 2091545 376337 1198341 516867 148255 79767 40911 27577 87302 15837 53493 17972 193445 69901 123544 590232 79930 356655 153647 99500 99500 Events-Before Income 651638 4745 3596 643297 Credit Card Fees 340313 340313 Missions-Before Income 227273 227273 Temporary Help 118955 25212 42914 50829 222002 90295 76321 55386 114975976 97698593 10271985 7005398 8672125 7463414 32837929 35463889 482445 598750 569796 525344 4016664 1803869 1618420 2212795 166332046 148273646 32667855 24940329 243180616 219478167 3151808 3663258 9815911 8186431 1805546 7710477 63440999 49079679 78214264 68639845 X 148821880 134351032 16144472 16487290 164966352 150838322 243180616 219478167 X 3566019 -23629192 5935143 X 0 1 X 1 0 X 127924342 97348743 88164933 127529776 104390884 545358678 127924342 97348743 88164933 127529776 104390884 545358678 33204830 512153848 25863 381777 589370 259050 156127 1412187 546770865 28832182 0.93670 0.93280 X Part II, Short Year Explanation: Jewish United Fund changed from a calendar year end to a June 30 fiscal year end during 2020. Therefore, the short year 1/1/2020 - 6/30/2020 has been presented in column (d) 2020 along with the current fiscal year amounts. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 9600 0 0 9600 0 Part II-B, Line 1: The JCRC participated in the following legislative activities in fiscal year 2022: Israel/International: JCRC communicated with the Illinois Congressional delegation, city, county and state legislators and federal, state, city and county executive branch officials on a variety of issues. Domestic Issues: JCRC staff and volunteers communicated with Illinois legislators and executive branch officials on various items. 160809154 3817361 -13483303 7238601 143904611 135168573 1230488 31677723 7267630 160809154 128666527 133716 15416091 7283619 136932715 125853578 14502889 -2811081 8878859 128666527 70657506 50484460 11600319 6888707 125853578 0.89902 0.08394 0.01704 0 1 1 3931008 1755739 2175269 85656 48130 37526 2212795 Investment in Life Insurance Policies 4293758 F Other Investments 112778 F JFMC Pooled Endowment Portfolio, LLC 143867110 F 148273646 Due from Participating Employers for Pension Benefits 24592056 Due from JFMC Facilities Corporation 348273 24940329 Liability for Pension Benefits 47787143 Due to Jewish Federation of Metropolitan Chicago 437929 Insurance Pool Reserve 854607 49079679 X Part V, Line 4: The endowment funds (which include both board designated and donor restricted funds) were established over a period of several years via bequests received from certain donors' estates. Distributions are made from these endowment funds on an annual basis and transferred to the organization's undesignated fund to support the annual campaign or certain programs. The endowment fund distributions are computed using a formal spending policy. Part X, Line 2: Jewish United Fund, an Illinois not-for-profit corporation, is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable state law. However, income from certain activities not directly related to the organization's tax-exempt purpose are subject to taxation. The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, Jewish United Fund may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of Jewish United Fund and various positions related to the potential sources of unrelated business taxable income. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. At June 30, 2022, there were no unrecognized tax benefits identified or recorded as liabilities. Jewish United Fund files Forms 990 and 990-T in the U.S. federal jurisdiction and the State of Illinois. Jewish United Fund is generally no longer subject to examination by the Internal Revenue Service for years before fiscal year 2019. Israel 1 4 Program Services Oversight and monitoring of overseas allocation. 718790 1 4 0 0 1 4 718790 0 718790 0 0 0 0 0 0 Part III Accounting Method: X 1 Siegel Marketing Group 1845 N Farwell Ave Suite 300 Milwaukee WI 53202 Phone solicitation 0 128786 25421 103365 128786 25421 103365 IL Lion Luncheon 14935 14935 39380 2960 15000 8121 Spring Event 45405 45405 90739 47849 102256 7930 4 28930 28930 48644 1716 23594 6311 89270 89270 178763 52525 140850 22362 394500 -305230 Schedule G, Part II Fundraising Events - The gross receipts presented in line 1 are comprised solely of fees paid by attendees to attend the events and amounts received from corporate sponsors. Attendees of these events were also solicited for gifts to the 2022 Jewish United Fund annual campaign, which raised several million dollars from the Chicago Jewish community. Contributions to the annual campaign are not included on Schedule G. 1 Jewish Federations of North America 25 Broadway New York NY 10004 131624240 501(c)(3) 45195436 0 General operations and overseas grants Jewish Federation of Metropolitan Chicago 30 S Wells Street Suite 4049 Chicago IL 60606 362167761 501(c)(3) 42260084 0 To support a range of nonprofit organizations which address humanitarian, health and welfare needs. Jewish Community Centers of Chicago 300 Revere Dr Northbrook IL 60062 362167758 501(c)(3) 583576 0 EZRA and Other Programming American Jewish Joint Distribution Committee 220 E 42nd Street New York NY 10017 131656634 501(c)(3) 507540 0 General Operations CJE Senior Life 3003 W Touhy Avenue Chicago IL 60645 362727597 501(c)(3) 424614 0 General Operations Jewish Child & Family Services 216 W Jackson Boulevard Suite 800 Chicago IL 60606 362167757 501(c)(3) 386636 0 General Operations Mount Sinai Medical Center 1500 S Fairfield Avenue Chicago IL 60608 361509000 501(c)(3) 178247 0 General Operations Hebrew Theological College 7135 Carpenter Road Skokie IL 60077 362167095 501(c)(3) 150000 0 General Operations Jewish Federation of Palm Beach County 1 Harvard Circle Suite 100 West Palm Beach FL 33409 590948696 501(c)(3) 105000 0 General Operations Arie Crown Hebrew Day School 4600 Main Street Skokie IL 60076 362129620 501(c)(3) 100000 0 General Operations Ida Crown Jewish Academy 8233 Central Park Avenue Skokie IL 60076 362167009 501(c)(3) 100000 0 General Operations The ARK 6450 N California Ave Chicago IL 60645 237164967 501(c)(3) 59048 0 General Operations Jewish Federation of South Palm Beach County 9901 Donna Klein Blvd Boca Raton FL 33428 591945109 501(c)(3) 56555 0 General Operations United States Holocaust Memorial Museum 100 Raoul Wallenberg Place SW Washington DC 20024 521309391 501(c)(3) 50500 0 General Operations American Committee for the Weizmann Institute of Science 633 Third Ave New York NY 10017 New York NY 10017 131623886 501(c)(3) 25000 0 General Operations Chicago Chesed Fund 7045 N Ridgeway Ave Lincolnwood IL 60712 363641111 501(c)(3) 25000 0 General Operations Hillel Torah North Suburban Day School 7120 N Laramie Ave Skokie IL 60077 362436314 501(c)(3) 25000 0 General Operations Jewish National Fund 60 Revere Dr Northbrook IL 60062 131659627 501(c)(3) 25000 0 General Operations Maot Chitim 3710 Commercial Ave Suite 7 Northbrook IL 60062 363398501 501(c)(3) 20000 0 General Operations Shalva PO Box 46375 Chicago IL 60646 363449507 501(c)(3) 19367 0 General Operations Associated Talmud Torahs 3531 Madison Street Skokie IL 60076 362169123 501(c)(3) 16800 0 General Operations Jewish Agency for Israel North American Council 633 Third Avenue 21st Floor New York NY 10017 230053483 501(c)(3) 10000 0 General Operations Northwestern Memorial Foundation 251 E Huron St Chicago IL 60611 363152959 501(c)(3) 8789 0 General Operations ORT America 3701 Commercial Ave Suite 13 Northbrook IL 60062 135562424 501(c)(3) 7293 0 General Operations United Against Nuclear Iran PO Box 1028 New York NY 10185 262387657 501(c)(3) 7000 0 General Operations Keshet 610 Academy Dr Suite 130 Northbrook IL 60062 363441392 501(c)(3) 5125 0 General Operations 26 0 Part I, Line 2: Grants made by the Jewish United Fund of Metropolitan Chicago in the United States are monitored through an extensive process involving professionals and nearly 200 volunteers that includes submission of budgetary and programmatic information as well as face to face meetings with many of the grant recipients. The process entails submission and review of fiscal information (including updated budgets and audits) as well as program specific information including outcome measures when appropriate. The review is accompanied by face to face site visits in which programs funded by the Jewish United Fund are reviewed. The Jewish United Fund also takes into account information that the grantees provide to accrediting and other funding bodies. The grants made to Jewish Community Centers of Chicago, CJE Senior Life, Ida Crown Jewish Academy, Hebrew Theological College, Associated Talmud Torahs, Jewish Child & Family Services, and Arie Crown Hebrew Day School represent pass-through grants made per the request of certain donor designated gifts. In addition to these allocations, Jewish Federation of Metropolitan Chicago also makes more significant grants to these organizations to support their general operations. Jewish United Fund of Metropolitan Chicago reports grants on Schedule I to The Jewish Federations of North America (JFNA), which is a 501(c)(3) domestic U.S. charity. JFNA sends the vast majority of this grant amount to nonprofit organizations in Israel and other countries. JFNA, and its beneficiary agencies, United Israel Appeal (UIA), a subsidiary of JFNA, and the American Jewish Joint Distribution Committee (JDC) each file separate Form 990s and report each specific grant in detail on their Schedule F. X X 1 1 X X X 0 1 0 0 0 0 0 0 0 Dr Steven B Nasatir PhD Executive Vice Chairman 36922 397459 0 0 6287 67679 248 2664 1157 12449 44614 480251 0 0 Lonnie Nasatir President 192166 234869 0 0 10385 12693 8272 10110 6322 7727 217145 265399 0 0 David S Rosen Senior Vice President - Endowments 0 392048 0 0 0 31307 0 34091 0 13929 0 471375 0 25000 Jay Tcath Executive Vice President 190883 149979 0 0 1808 1421 51575 40524 6773 5322 251039 197246 0 0 David S Rubovits PhD Chief Operating Officer 299483 0 0 0 1661 0 82099 0 12711 0 395954 0 0 0 Boaz Blumovitz Chief Financial Officer 186516 152604 0 0 306 250 13814 11303 427 349 201063 164506 0 0 Rabbi Louis A Lazovsky Vice President - Human Resources 254705 28301 0 0 5903 656 52601 5845 8632 959 321841 35761 0 0 James Rosenberg Chief of Staff 276537 0 0 0 557 0 66156 0 1422 0 344672 0 0 0 Joy Schwartz Vice President - Communications 301906 0 0 0 557 0 24512 0 9741 0 336716 0 0 0 Deborah Covington Senior VP, Planning & Allocations 207945 0 0 0 263 0 119401 0 7531 0 335140 0 0 0 James A Pinkston Vice President - Accounting 219787 73262 0 0 137 46 17387 5796 10502 3501 247813 82605 0 0 David Prystowsky Vice President - Campaign 256728 0 0 0 0 0 32476 0 12212 0 301416 0 0 0 Shirley Dvorin Vice President - Human Resources 203969 0 0 0 5376 0 66021 0 8237 0 283603 0 0 0 Peter Chiswick Sr Assoc V.P. & Dir, JUF Invest. 214159 0 0 0 7937 0 50894 0 7556 0 280546 0 0 0 Robert Schuckman Vice President - General Council 43253 173010 0 0 1752 7010 7111 28445 1707 6828 53823 215293 0 0 Daniel Goldwin Exec. Director, Public Affairs 122191 121218 0 0 2 1 7145 7088 3849 3819 133187 132126 0 0 Stuart Spector Vice President - Campaign Operations 206838 0 0 0 809 0 43339 0 7299 0 258285 0 0 0 Kedar Potdar Vice President - Technology 212358 0 0 0 0 0 10475 0 12374 0 235207 0 0 0 Audra P Berg VP, Leadership Eng. & Board Rel. 178381 0 0 0 498 0 24515 0 11837 0 215231 0 0 0 Tracy More V.P. Cmty. Outreach & Eng. Officer 0 186639 0 0 0 125 0 0 0 13811 0 200575 0 0 Part I, Line 1a During 2021, JUF paid travel costs for the Executive Vice Chairman's wife, who accompanied him on business trips. The cost of the travel was $583. This amount was included in the Executive Chairman's W-2 as reportable compensation. During 2021, JUF paid travel costs for the President's wife, who accompanied him on business trips. The cost of travel was $910. This amount was included in the President's W-2 as reportable compensation. Social club dues are paid on behalf of appropriate employees conducting business at a private city club. The social club dues are a non-taxable benefit. No country club dues are paid by the organization. Part I, Line 4b Steven B. Nasatir: In 1999 the Jewish Federation entered into an agreement with Steven Nasatir that was contingent upon 5 more years of service as president and CEO and would result in annual payments of $50,000 per year (net of tax) beginning at age 64 and lasting throughout his lifetime. Dr. Nasatir began receiving payments under this agreement in 2009. During 2012, the Jewish Federation entered into a second agreement with Steven Nasatir which provides for annual payments of $5,000 beginning April 1, 2015 and lasting throughout his lifetime. Dr. Nasatir vested in the following benefits: Benefit payments from the aforementioned agreements will continue for the longer of 1) 10 years through December 2028 or 2) his lifetime. In the event of his death prior to 2029, payments will be made to Dr. Nasatir's beneficiary. The $50,000 and $5,000 annual payment amounts are to be adjusted annually in accordance with the CPI index. In 2017, the Jewish Federation entered into a third agreement with Steven Nasatir which provides for annual payments of $21,000 per year, beginning in 2018, for the longer of his lifetime or ten years (through December 2027). In 2021, Steven Nasatir received payments totaling $108,552 from the three supplemental non-qualified retirement plans. David Rosen: The Jewish Federation has an agreement with David Rosen which provides for annual payments of $25,000 per year that began in 2018 and will end in 2028. In 2017, the Jewish Federation entered into a second agreement with David Rosen which provides for annual payments of $25,000 that began in 2022 and will end in 2032. Jay Tcath: JUF has an agreement with Jay Tcath that provides for annual payments of $25,000 for 10 years commencing upon his retirement from JUF or if he is no longer employed by JUF, upon reaching age 64. In July 2018, JUF entered a split dollar life insurance agreement with Jay Tcath that will provide a death benefit of $625,000 if he maintains his employment at JUF through June 2023. In addition, JUF and Mr. Tcath entered into another agreement that will provide 15 annual payments of approximately $33,000 per year if Mr. Tcath maintains his employment at JUF. Associated Agencies Inc See below 117935 See below 0 Schedule L, Part IV: (b) Relationship between interested persons and the organization: Max Schrayer, Director, is the principal owner and CEO of Associated Agencies, Inc. Schedule L, Part IV: (b) Description of Transaction: Associated Agencies, Inc. is JUF's primary broker for liability insurance. During the year ended June 30, 2022, JUF paid Associated Agencies, Inc. $117,935 for such insurance. JUF regularly receives competitive bids from other insurance companies and Mr. Schrayer does not participate in any decision-making or voting regarding the purchase of insurance. X 323 4875951 Fair Market Value 0 0 0 0 Part I, Column (b): Is the number of items contributed. Form 990, Part VI, Section A, line 2 Lonnie Nasatir, President, and Steven B. Nasatir, Executive Vice Chairman, have a family relationship. Deborah Schrayer Karmin, Director, and Max Schrayer, Director, have a family relationship. Eric Rothner, Director, and Avi Rothner, Director, have a family relationship. Form 990, Part VI, Section A, line 6 Jewish Federation of Metropolitan Chicago (Federation) is the sole member of Jewish United Fund of Metropolitan Chicago (JUF). Form 990, Part VI, Section A, line 7a The election of directors shall be held at the regular annual meeting of JUF/Federation. The Board of directors shall be identical with the Board of Directors of the Federation. Form 990, Part VI, Section B, line 11b A copy of the Form 990 is provided to the Board Chair and all Audit Committee members. A draft copy of the 990 was also made available to all Board members on a secure, cloud-based software portal. Form 990, Part VI, Section B, line 12c A conflict of interest questionnaire is circulated to all board members (directors), "officers and key employees on an annual basis. This process is managed by JUF's Assistant VP of Leadership Development. The completed questionnaires are reviewed by management and any conflicts are disclosed to the Board of Directors. If a director does have a conflict or business relationship with JUF, he or she is required to abstain from any votes related to that matter. The conflict of interest policy is monitored throughout the year. Additionally, we require board members, officers, and key employees to complete a Form 990 questionnaire each year. Form 990, Part VI, Section B, line 15 JUF has a compensation committee comprised of the Board Chair, Immediate Past Board Chair, Audit Committee Chair, and Overall Planning and Allocations (Budget) Committee Chair. This committee uses comparable data from other large nonprofit organizations to ensure compensation for JUF executives is consistent with the market, including but not limited to a Total Compensation Survey of large city Jewish Federations that is coordinated through the national Jewish Federations of North America organization and conducted by the Hay Group, a nationally recognized expert in the field of compensation consulting. The compensation committee approves compensation for the President of JUF and other officers and key employees. The process for determining the compensation for officers and key employees is documented by the compensation committee's minutes. Form 990, Part VI, Section C, line 18 The organization is a platinum-level Guidestar participant, demonstrating its commitment to transparency, and as such provides a link to GuideStar on its website for an electronic copy of the Form 990. Form 990, Part VI, Section C, line 19 The organization's governing documents, conflict of interest policy and audited financial statements are made available to all volunteer members of the Board of Directors and are posted on its website. With regards to the Form 990 and 990-T, the organization provides these documents upon request for the same period of disclosure as set forth in IRC Section 6104(d). Form 990, Part XI, line 9: Pension-Related Changes Other Than Pension Expense 7,354,022. Other Non-Operating Activity -1,418,879. Albert and Lucille Delighter and Marcella Winston Foundation 30 South Wells Suite 4049 Chicago IL 60606 205488529 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Bellows Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 363864415 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 BLS Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364420871 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Bucksbaum Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364341914 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Charles & Audrey Dann Charitable Foundation 30 South Wells Suite 4049 Chicago IL 60606 364018189 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Chicago Center for Jewish Genetics 30 South Wells Suite 4049 Chicago IL 60606 200120266 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Covenant Foundation 1270 Avenue of the Americas Suite 3 New York NY 10020 363722029 Supporting Foundation NY 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Crown Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 363330462 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Epstein Wenger Family Support Foundation 30 South Wells Suite 4049 Chicago IL 60606 364380168 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Glickman Foundation 30 South Wells Suite 4049 Chicago IL 60606 363857009 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Goodman Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364018187 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Harry Seigle Foundation 31 South Wells Suite 4049 Chicago IL 60607 873040698 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Harvey L Miller Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 900187252 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Helene Diamond & Jorde Nathan Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364157242 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Hillels of Illinois Endowment Foundation 30 South Wells Suite 4049 Chicago IL 60606 364310755 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 IGRB Foundation 30 South Wells Suite 4049 Chicago IL 60606 364018186 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Jewish Federation of Metropolitan Chicago 30 South Wells Suite 4049 Chicago IL 60606 362167761 Social Welfare Institution IL 501(c)(3) Line 7 N/A 0 JFMC Facilities Corporation 30 South Wells Suite 4049 Chicago IL 60606 363368912 Property Management of Related Non-Profit Organizations IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 JFMCP3 Corporation 30 South Wells Suite 4049 Chicago IL 60606 262053862 Supporting Organization IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Karl Perl Charitable Trust 30 South Wells Suite 4049 Chicago IL 60606 466113637 Support the Jewish United Fund IL 501(c)(3) Line 12a, I Jewish United Fund of Metropolitan Chicago 1 Lawrence E & Nancy S Glick Foundation 30 South Wells Suite 4049 Chicago IL 60606 363662985 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Leonard and Diane Sherman Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364345181 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Manfred and Fern Steinfeld Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364244346 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Michael Reese Health Trust 150 North Wacker Drive Suite 2320 Chicago IL 60606 362170910 Grantmaking IL 501(c)(3) PF Jewish Federation of Metropolitan Chicago 1 Prairie Minerals Foundation 30 South Wells Suite 4049 Chicago IL 60606 320062771 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Robert L & Sylvia M Haag Foundation 30 South Wells Suite 4049 Chicago IL 60606 300149729 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Robert U & Roberta Goldman Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 203921714 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Rose Family Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 205389086 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Seder Family Foundation 31 South Wells Suite 4049 Chicago IL 60607 363988995 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Shure Charitable Trust created uw of Sidney N Shure 30 South Wells Suite 4049 Chicago IL 60606 367681597 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Sisyphus Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 205944850 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Tamar & Jonathan Koschitzky Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 300149723 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 The First Spoke Foundation 30 South Wells Suite 4049 Chicago IL 60606 200894628 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 The Harriette and Ted Perlman Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 811309979 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 The Pritzker Family Philanthropic Fund 71 S Wacker Drive Ste 4600 Chicago IL 60606 363623264 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 The Robert and Yadelle Sklare Foundation 30 South Wells Suite 4049 Chicago IL 60606 364389423 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 The SwartzbergZoller Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 363864416 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Wagner Descendant's Foundation 30 South Wells Suite 4049 Chicago IL 60606 204004517 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Weiss Memorial Hospital Foundation 30 South Wells Suite 4049 Chicago IL 60606 364413031 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Z Frank Camp Apachi Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 363833108 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 JFMC Pooled Endowment Portfolio LLC 30 S Wells Suite 4049 Chicago IL 60606 451610644 See Sch. R, Part VII IL N/A N/A 0 0 Charitable Remainder Unitrusts (19) Charitable Trust IL Jewish Federation of Metropolitan Chicago T 1 Charitable Remainder Annuity Trusts (3) Charitable Trust IL Jewish Federation of Metropolitan Chicago T 1 0 1 1 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 Crown Family Foundation C 9210000 Cash Albert and Lucille Delighter and Marcella Winston Foundation C 4000000 Cash The Pritzker Family Philanthropic Fund C 2250000 Cash Shure Charitable Trust C 1550000 Cash Manfred and Fern Steinfeld Family Foundation C 455000 Cash Karl Perl Charitable Trust C 300000 Cash