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JEWISH UNITED FUND OF METROPOLITAN CHICAGO: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
JEWISH UNITED FUND OF METROPOLITAN CHICAGO (EIN 36-2167034)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-12
IRS object ID
201933169349300903
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-12T07:26:25-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 S Wacker Drive Ste 800AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362167034EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Jewish United Fund of MetropolitanBusinessNameLine1Txt
Business Name Line2ChicagoBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone3123574790PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 South Wells No 4049AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJames A PinkstonPersonNm
Person TitleVP of AccountingPersonTitleTxt
Phone3123574790PhoneNum
Signature2019-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonZack FortschPreparerPersonNm
PTINP00052725PTIN
Phone3126343400PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.98.98.134IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-11IPDt
IP Tm16:30:06IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id8C7237D2AFEDFB09D88626A2D3FB2BC60A40D8C2AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSteven B NasatirPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 South Wells No 4049AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$126,174,647GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.JUF.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1949FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionJUF is the Chicago Jewish community's central philanthropy, funding wide-ranging services.ActivityOrMissionDesc
Voting Members Governing Body91VotingMembersGoverningBodyCnt
Voting Members Independent88VotingMembersIndependentCnt
Total Employee611TotalEmployeeCnt
Total Volunteers10136TotalVolunteersCnt
Total Gross UBI$597,889TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$238,175NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$127,924,342PYContributionsGrantsAmt
CY Contributions Grants$97,348,743CYContributionsGrantsAmt
PY Program Service Revenue$7,014,753PYProgramServiceRevenueAmt
CY Program Service Revenue$7,576,309CYProgramServiceRevenueAmt
PY Investment Income$2,911,811PYInvestmentIncomeAmt
CY Investment Income$11,614,137CYInvestmentIncomeAmt
PY Other Revenue-$890,522PYOtherRevenueAmt
CY Other Revenue-$1,027,552CYOtherRevenueAmt
PY Total Revenue$136,960,384PYTotalRevenueAmt
CY Total Revenue$115,511,637CYTotalRevenueAmt
PY Grants And Similar Paid$75,684,629PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$78,946,254CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$13,238,111PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$13,787,716CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$31,637PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$27,143CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$8,002,799CYTotalFundraisingExpenseAmt
PY Other Expenses$12,585,482PYOtherExpensesAmt
CY Other Expenses$13,497,332CYOtherExpensesAmt
PY Total Expenses$101,539,859PYTotalExpensesAmt
CY Total Expenses$106,258,445CYTotalExpensesAmt
PY Revenues Less Expenses$35,420,525PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$9,253,192CYRevenuesLessExpensesAmt
Total Assets BOY$226,420,534TotalAssetsBOYAmt
Total Assets EOY$226,925,534TotalAssetsEOYAmt
Total Liabilities BOY$96,952,039TotalLiabilitiesBOYAmt
Total Liabilities EOY$102,162,300TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$129,468,495NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$124,763,234NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionJUF 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 nearly 70 agencies and programs.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$41,770,846ExpenseAmt
Grant$41,770,846GrantAmt
Revenue$821,014RevenueAmt
DescAllocations (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:2018 IMPACT: PROVIDING HUMAN SERVICESLocal- 584,744 meals, food bags and grocery cards were delivered to needy local Jews. - 5,747 households received $7.45 million in emergency financial aid to pay for housing, healthcare and other critical needs - a 25% increase in dollars and a 7% increase in the number of people helped over 2017.- 2,000 Holocaust survivors maximized their independence through in-home services, emergency financial assistance, group support, advocacy and socialization.- 2,256 people with disabilities received intensive, holistic support.- 1,749 workers benefited from job placement services, including 503 workers who secured paid jobs.- 39,935 individuals received free or highly-subsidized mental and physical healthcare.- 384 low-income families received free or subsidized legal assistance.- 30,403 Jews from across the world began new lives of freedom in Israel.- 17,849 new olim were assisted with absorption services: job preparation & placement, language skills, housing and socialization to help them integrate into Israeli society.- 6,500 disadvantaged Israeli youth in Kiryat Gat-Lachish-Shafir were immersed in holistic enrichment and educational programming designed to close the socioeconomic gap and ensure their future success. - 87,842 impoverished elderly throughout the countries of the former Soviet Union received food, medicine and heating fuel to sustain them. 2018 IMPACT: CULTIVATING JEWISH LEARNING, IDENTITY, & CONNECTION- 15,897 children and youth engaged in Jewish learning and built stronger Jewish identities through formal and informal Jewish educational experiences.- 3,189 (73%) of Jewish day school students received scholarships and/or tuition assistance. - 1,159 children received nearly $800,000 in Jewish summer camp scholarships.- 972 children received $1.5 million in financial assistance or subsidies for Jewish early childhood educational experiences.- 9,952 families with young children received free, monthly Jewish books and music through JUF's PJ Library and PJ Our Way programs.- 3,400 teens connected to community through JUF-supported programs focused on engaging the next generation.- 1,813 Jewish young adults went on free trips to Israel courtesy of JUF Birthright Israel, strengthening their connection to the Jewish homeland.- 851 youth and young adults received JUF-supported scholarships that helped them afford pivotal educational experiences in Israel.- 58 college students participated in interfaith leadership trips to Israel. - 150 students participated in Onward Israel internships over the summer.- 58 participants from area high schools engaged in Write-On for Israel, an intensive, two-year Israel advocacy training program for upperclassmen. - 500 teens studied Hebrew at Chicago-area public high schools - the most of any city in the nation.- 7,800 students and community members participated in pro-Israel college events and Israel advocacy programs through JUF's Israel Education Center and Hillel.- 6,575 college students participated in Jewish life on Illinois campuses.- 4,600 young adults attended JUF-sponsored education, advocacy, fundraising and outreach events, setting them on the path to Jewish involvement.- 950 Russian-speaking young professionals and 376 young families were engaged in 111 customized Jewish projects, programs or events to connect with each other, the broader Jewish community, and their own Jewish identity.- 10,136 Jews of all ages volunteered through JUF's TOV Volunteer Network, other JUF programs and throughout our network of Jewish communal agencies - for a total of 143,214 volunteer hours of hands-on assistance from serving meals to people in need to tutoring at-risk children. - 96,000 visitors came to Oy!Chicago, the outreach blog for local 20- to 30-somethings.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$39,354,081ExpenseAmt
Grant$37,170,408GrantAmt
Revenue$2,088,946RevenueAmt
DescAllocations (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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$792,247ExpenseAmt
Grant$5,000GrantAmt
Revenue$37,269RevenueAmt
DescCommunity 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.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)

ExpenseExpenseAmtRevenueRevenueAmtDescDesc
$686,277$315,678Budget and Planning - Review/evaluate programs and budgets of grantee organizations, all of which are tax-exempt organizations under Section 501(c)(3). Allocations are made based on need and funds available.
$944,033$597,890JUF News: JUF News is Chicago's largest circulation Jewish community publication. It is published monthly and offers features, profiles, news and commentaries about key facets of Jewish life locally, in Israel and around the world.
$949,687$3,151Communications: Fifty percent of the Communications Department expenses are allocated to program services. The JUF Communications Department works to ensure that JUF/Federation maintains a strong media profile and serves effectively as the public voice for Chicago's Jewish community.
$3,876,048$3,712,361Israel 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.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$6,456,045TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$4,629,080TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$88,373,219TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document61IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee611EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members91GoverningBodyVotingMembersCnt
Independent Voting Member88IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd
OtherYes (X)OtherInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1James A PinkstonBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3123574790PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 South Wells Ste 4049AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (110 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
Steven B Nasatir PhD
President38.0012.00Yes (X)$782,666$260,889$73,033
David S Rosen
Senior Vice President - Endowments10.0040.00Yes (X)$0$387,349$180,965
Michael Tarnoff
Counselor to Pres., Former Officer10.0010.00$0$176,013$10,150Yes (X)
Rabbi Louis A Lazovsky
Vice President - Human Resources40.0010.00$199,148$49,787$186,222Yes (X)
Jay Tcath
Executive Vice President25.0025.00Yes (X)$166,182$172,966$74,700
Adina Torchman
Assoc. VP-Fin. Resource Development40.00$181,242$0$74,082Yes (X)
David S Rubovits PhD
Senior VP - Planning & Allocations39.0011.00Yes (X)$179,267$70,478$68,925
Boaz Blumovitz
Chief Financial Officer22.5027.50Yes (X)$144,840$144,841$24,578
James Rosenberg
Chief of Staff40.0010.00Yes (X)$250,260$0$49,090
James A Pinkston
Vice President - Accounting20.0030.00Yes (X)$194,807$64,936$25,665
Peter Chiswick
Controller25.0025.00Yes (X)$196,271$0$117,598
David Prystowsky
Vice President - Campaign50.00Yes (X)$215,728$0$29,916
Deborah Covington
VP, Planning & Allocations40.0010.00Yes (X)$131,272$20,312$100,017
Joy Schwartz
Vice President - Communications40.00$247,546$0$13,064Yes (X)
Stuart Spector
Vice President - Campaign50.00$180,203$0$41,646Yes (X)
Jeffrey L Cohen
Sr. Develop. Advisor, Former Officer6.0014.00$55,377$117,675$0Yes (X)
Kedar Potdar
Vice President - Technology50.00$189,947$0$14,506Yes (X)
Audra P Berg
VP, Leadership Eng. & Board Rel.8.5041.50Yes (X)$42,214$98,501$23,025
Robert Schuckman
Vice President - General Counsel10.0040.00Yes (X)$40,172$160,686$61,914
Shirley Dvorin
Senior Assoc. VP - Human Resources50.00$173,725$0$102,553Yes (X)
Andrew S Hochberg
Chairman10.0010.00Yes (X)$0$0$0Yes (X)
Wendy Berger
Vice Chairman5.005.00Yes (X)$0$0$0Yes (X)
Mark Chudacoff
Vice Chairman5.005.00Yes (X)$0$0$0Yes (X)
Bruce I Ettelson
Vice Chairman5.005.00Yes (X)$0$0$0Yes (X)
Linda Schottenstein Fisher
Vice Chairman5.005.00Yes (X)$0$0$0Yes (X)
David Golder
Vice Chairman5.005.00Yes (X)$0$0$0Yes (X)
King W Harris
Vice Chairman5.005.00Yes (X)$0$0$0Yes (X)
Marcie B Hemmelstein
Vice Chairman5.005.00Yes (X)$0$0$0Yes (X)
Marc Roth
Vice Chairman5.005.00Yes (X)$0$0$0Yes (X)
Kim Shwachman
Vice Chairman5.005.00Yes (X)$0$0$0Yes (X)
Morris Silverman
Vice Chairman5.005.00Yes (X)$0$0$0Yes (X)
Marc Spellman
Vice Chairman5.005.00Yes (X)$0$0$0Yes (X)
Pam F Szokol
Vice Chairman5.005.00Yes (X)$0$0$0Yes (X)
Andrea R Yablon
Vice Chairman5.005.00Yes (X)$0$0$0Yes (X)
Cindy Kaplan
Treasurer5.005.00Yes (X)$0$0$0Yes (X)
Linda B Ginsburg
Assistant Treasurer5.005.00Yes (X)$0$0$0Yes (X)
Gita Berk
Secretary5.005.00Yes (X)$0$0$0Yes (X)
Jason Peltz
Assistant Secretary5.005.00Yes (X)$0$0$0Yes (X)
Wendy C Abrams
Director0.500.50$0$0$0Yes (X)
Jeremy Amster
Director0.500.50$0$0$0Yes (X)
Peter B Bensinger Jr
Director0.500.50$0$0$0Yes (X)
Robert J Bond
Director0.500.50$0$0$0Yes (X)
David T Brown
Director0.500.50$0$0$0Yes (X)
Rabbi Alex Felch
Director0.500.50$0$0$0Yes (X)
Robert Ferencz
Director0.500.50$0$0$0Yes (X)
Michael T Fishman
Director0.500.50$0$0$0Yes (X)
Jason Friedman
Director0.500.50$0$0$0Yes (X)
Andrew Glick
Director0.500.50$0$0$0Yes (X)
David Goldenberg
Director0.500.50$0$0$0Yes (X)
Craig Goldsmith
Director0.500.50$0$0$0Yes (X)
Jordan T Goodman
Director0.500.50$0$0$0Yes (X)
Dana Gordon
Director0.500.50$0$0$0Yes (X)
Steven M Greenbaum
Director0.500.50$0$0$0Yes (X)
Hilary Greenberg
Director0.500.50$0$0$0Yes (X)
Andrea Grostern
Director0.500.50$0$0$0Yes (X)
Joshua B Herz
Director0.500.50$0$0$0Yes (X)
Scott Heyman
Director0.500.50$0$0$0Yes (X)
Dana Westreich Hirt
Director0.500.50$0$0$0Yes (X)
Sheri Hokin
Director0.500.50$0$0$0Yes (X)
Lisa Jericho
Director0.500.50$0$0$0Yes (X)
Cathy Kahn
Director0.500.50$0$0$0Yes (X)
Linda Kellough
Director0.500.50$0$0$0Yes (X)
Ari Klein
Director0.500.50$0$0$0Yes (X)
Ann-Louise Kleper
Director0.500.50$0$0$0Yes (X)
Steven H Lavin
Director0.500.50$0$0$0Yes (X)
Jane Cadden Lederman
Director0.500.50$0$0$0Yes (X)
Jennifer Leemis
Director0.500.50$0$0$0Yes (X)
Brian J Levinson
Director0.500.50$0$0$0Yes (X)
Laurie Lustbader
Director0.500.50$0$0$0Yes (X)
Marisa Mandrea
Director0.500.50$0$0$0Yes (X)
Lindsey P Markus
Director0.500.50$0$0$0Yes (X)
Hon Sidney H Mathias
Director0.500.50$0$0$0Yes (X)
Yosef Meystel
Director0.500.50$0$0$0Yes (X)
Lee I Miller
Director0.500.50$0$0$0Yes (X)
Steven N Miller
Director0.500.50$0$0$0Yes (X)
Rabbi Joseph S Ozarowski
Director0.500.50$0$0$0Yes (X)
Ross S Pearlstein
Director0.500.50$0$0$0Yes (X)
Theodore F Perlman
Director0.500.50$0$0$0Yes (X)
Neal H Price
Director0.500.50$0$0$0Yes (X)
Joshua Rinkov
Director0.500.50$0$0$0Yes (X)
Elliot Robinson
Director0.500.50$0$0$0Yes (X)
David Rosenbaum
Director0.500.50$0$0$0Yes (X)
Lisa Rosenkranz
Director0.500.50$0$0$0Yes (X)
Avi Rothner
Director0.500.50$0$0$0Yes (X)
Eric A Rothner
Director0.500.50$0$0$0Yes (X)
Gail L Rudo
Director0.500.50$0$0$0Yes (X)
Michael J Sacks
Director0.500.50$0$0$0Yes (X)
Susan Sacks
Director0.500.50$0$0$0Yes (X)
Charlene K Sales
Director0.500.50$0$0$0Yes (X)
Julie Dann Schneider
Director0.500.50$0$0$0Yes (X)
Max Schrayer
Director0.500.50$0$0$0Yes (X)
Harry J Seigle
Director0.500.50$0$0$0Yes (X)
Midge Perlman Shafton
Director0.500.50$0$0$0Yes (X)
David A Sherman
Director0.500.50$0$0$0Yes (X)
Devra Resnick Shutan
Director0.500.50$0$0$0Yes (X)
Susan B Silver
Director0.500.50$0$0$0Yes (X)
Bill Silverstein
Director0.500.50$0$0$0Yes (X)
Judy L Smith
Director0.500.50$0$0$0Yes (X)
Alan P Solow
Director0.500.50$0$0$0Yes (X)
Phyllis Tabachnick
Director0.500.50$0$0$0Yes (X)
Bruce Taylor
Director0.500.50$0$0$0Yes (X)
Alex Turik
Director0.500.50$0$0$0Yes (X)
Marilyn Vender
Director0.500.50$0$0$0Yes (X)
Joseph Wolf
Director0.500.50$0$0$0Yes (X)
Michael H Zaransky
Director0.500.50$0$0$0Yes (X)
Alex Entratter
Ex-Officio0.500.50$0$0$0Yes (X)
Lori Goldberg
Ex-Officio0.500.50$0$0$0Yes (X)
Deborah Schrayer Karmin
Ex-Officio0.500.50$0$0$0Yes (X)
Adrienne J Kriezelman
Ex-Officio0.500.50$0$0$0Yes (X)
Mike Schwartz
Ex-Officio0.500.50$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,570,867TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,724,433TotReportableCompRltdOrgAmt
Total Other Compensation$1,271,649TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K38IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
AV Chicago Inc
619 Taylor StreetChicagoIL60607Audio Visual Services$524,682
Gil Travel
1511 Walnut StreetPhiladelphiaPA19102Travel Consulting and Booking$462,178
Maantic Inc
1202 Kifer RoadSunnyvaleCA94086Technology Consulting$385,547
RSM US LLP
1 S Wacker Drive Suite 800ChicagoIL60606Auditing Services$335,653
JB Kenehan
PO Box 310471Des MoinesIA50331Publication Services$325,805
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K11CntrctRcvdGreaterThan100KCnt
Related Organizations$6,732,000RelatedOrganizationsAmt
All Other Contributions$90,616,743AllOtherContributionsAmt
Noncash Contributions$4,431,875NoncashContributionsAmt
Total Contributions$97,348,743TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Program Fees561000$3,821,974$3,821,974
Service Fees561000$3,156,446$3,156,446
JUF News Advertising541800$597,889$597,889
FieldValueIRS element (for citing)
Total Program Service Revenue$7,576,309TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$381,777TotalRevenueColumnAmt
Exclusion$381,777ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$20,108,053SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$8,875,693SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$11,232,360SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,232,360TotalRevenueColumnAmt
Exclusion$11,232,360ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$759,765FundraisingGrossIncomeAmt
Fundraising Direct Expenses$1,787,317FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,027,552TotalRevenueColumnAmt
Exclusion-$1,027,552ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$115,511,637TotalRevenueColumnAmt
Related Or Exempt Func Income$6,978,420RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$597,889UnrelatedBusinessRevenueAmt
Exclusion$10,586,585ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$78,946,254TotalAmt
Program Services$78,946,254ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,039,935TotalAmt
Program Services$866,093ProgramServicesAmt
Management And General$1,244,188ManagementAndGeneralAmt
Fundraising$929,654FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$61,529TotalAmt
Management And General$61,529ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$7,576,078TotalAmt
Program Services$2,158,463ProgramServicesAmt
Management And General$3,100,745ManagementAndGeneralAmt
Fundraising$2,316,870FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,661,551TotalAmt
Program Services$742,116ProgramServicesAmt
Management And General$1,259,050ManagementAndGeneralAmt
Fundraising$660,385FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$269,174TotalAmt
Program Services$74,537ProgramServicesAmt
Management And General$110,522ManagementAndGeneralAmt
Fundraising$84,115FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$179,449TotalAmt
Program Services$49,691ProgramServicesAmt
Management And General$73,681ManagementAndGeneralAmt
Fundraising$56,077FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$528,141TotalAmt
Program Services$524,670ProgramServicesAmt
Management And General$3,471ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$79,696TotalAmt
Program Services$1,258ProgramServicesAmt
Management And General$76,900ManagementAndGeneralAmt
Fundraising$1,538FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$106,340TotalAmt
Program Services$1,785ProgramServicesAmt
Management And General$104,555ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$27,143TotalAmt
Fundraising$27,143FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$428,872TotalAmt
Program Services$206,358ProgramServicesAmt
Management And General$130,609ManagementAndGeneralAmt
Fundraising$91,905FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$16,694TotalAmt
Program Services$10,539ProgramServicesAmt
Fundraising$6,155FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,496,934TotalAmt
Program Services$1,071,405ProgramServicesAmt
Management And General$131,393ManagementAndGeneralAmt
Fundraising$294,136FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,135,014TotalAmt
Program Services$156,847ProgramServicesAmt
Management And General$826,634ManagementAndGeneralAmt
Fundraising$151,533FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,688,209TotalAmt
Program Services$313,937ProgramServicesAmt
Management And General$961,057ManagementAndGeneralAmt
Fundraising$413,215FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$193,386TotalAmt
Program Services$97,608ProgramServicesAmt
Management And General$37,787ManagementAndGeneralAmt
Fundraising$57,991FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$16,379TotalAmt
Program Services$16,379ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$311,141TotalAmt
Program Services$102,445ProgramServicesAmt
Management And General$165,994ManagementAndGeneralAmt
Fundraising$42,702FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$321,275TotalAmt
Program Services$176,519ProgramServicesAmt
Management And General$144,756ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,848,310TotalAmt
Program Services$513,135ProgramServicesAmt
Management And General$1,288,349ManagementAndGeneralAmt
Fundraising$1,046,826FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$74,085TotalAmt
Management And General$74,085ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
Missions-Before Income$2,167,294$2,167,294
Events-Before Income$1,845,116$85,785$1,759,331
Temporary Help$42,594$16,679$19,719$6,196
Photo/Illustration$30,561$19,240$11,321

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$167,291TotalAmt
Program Services$54,182ProgramServicesAmt
Management And General$80,926ManagementAndGeneralAmt
Fundraising$32,183FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$106,258,445TotalAmt
Program Services$88,373,219ProgramServicesAmt
Management And General$9,882,427ManagementAndGeneralAmt
Fundraising$8,002,799FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$7,414,147BOYAmt
EOY$8,519,823EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$50,569,535BOYAmt
EOY$51,429,320EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$446,717BOYAmt
EOY$441,883EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,927,340BOYAmt
EOY$2,765,961EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$15,863,459LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$14,751,457LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,856,560BOYAmt
EOY$1,112,002EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$130,737,633BOYAmt
EOY$133,700,183EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$30,468,602BOYAmt
EOY$28,956,362EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$226,420,534BOYAmt
EOY$226,925,534EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,649,625BOYAmt
EOY$2,553,911EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$40,349,388BOYAmt
EOY$47,593,625EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,374,662BOYAmt
EOY$959,162EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$52,578,364BOYAmt
EOY$51,055,602EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$96,952,039BOYAmt
EOY$102,162,300EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$69,524,018BOYAmt
EOY$71,158,396EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$47,864,934BOYAmt
EOY$43,333,611EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$12,079,543BOYAmt
EOY$10,271,227EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$129,468,495BOYAmt
EOY$124,763,234EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$226,420,534BOYAmt
EOY$226,925,534EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$9,253,192ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$14,402,500NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$444,047OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$97,932,241CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$85,263,286CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$102,074,049CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$127,924,342CurrentTaxYearMinus1YearAmt
Current Tax Year$97,348,743CurrentTaxYearAmt
Total$510,542,661TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$97,932,241CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$85,263,286CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$102,074,049CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$127,924,342CurrentTaxYearMinus1YearAmt
Current Tax Year$97,348,743CurrentTaxYearAmt
Total$510,542,661TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$58,211,345SubstantialContributorsTotAmt
Public Support Total170$452,331,316PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$826,443CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$68,078CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$26,888CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$25,863CurrentTaxYearMinus1YearAmt
Current Tax Year$381,777CurrentTaxYearAmt
Total$1,329,049TotalAmt
FieldValueIRS element (for citing)
Total Support$511,871,710TotalSupportAmt
Gross Receipts Rltd Activities$34,046,105GrossReceiptsRltdActivitiesAmt
Public Support CY1700.88370PublicSupportCY170Pct
Public Support PY1700.88470PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersYes (1)VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings MembersYes (1)MailingsMembersInd
Mailings Members$20MailingsMembersAmt
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$14,000DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$14,020TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart II-B, Line 1:FormAndLineReferenceDesc
ExplanationThe Jewish Community Relations Council (JCRC) participated in the following legislative activities in calendar year 2018: Israel/International JCRC communicated with the Illinois Congressional delegation, state legislators and federal and state executive branch officials on a variety of issues. Domestic Issues JCRC staff and volunteers communicated with Illinois legislators and executive branch officials on a variety of issues.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$125,853,578BeginningYearBalanceAmt
Contributions$14,502,889ContributionsAmt
Investment Earnings Or Losses-$2,811,081InvestmentEarningsOrLossesAmt
Other Expenditures$8,878,859OtherExpendituresAmt
End Year Balance$128,666,527EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$70,657,506BeginningYearBalanceAmt
Contributions$50,484,460ContributionsAmt
Investment Earnings Or Losses$11,600,319InvestmentEarningsOrLossesAmt
Other Expenditures$6,888,707OtherExpendituresAmt
End Year Balance$125,853,578EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$68,421,562BeginningYearBalanceAmt
Contributions$5,284,437ContributionsAmt
Investment Earnings Or Losses$2,414,774InvestmentEarningsOrLossesAmt
Other Expenditures$5,463,267OtherExpendituresAmt
End Year Balance$70,657,506EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$72,218,106BeginningYearBalanceAmt
Contributions$3,314,418ContributionsAmt
Investment Earnings Or Losses-$2,116,626InvestmentEarningsOrLossesAmt
Other Expenditures$4,994,336OtherExpendituresAmt
End Year Balance$68,421,562EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$71,791,891BeginningYearBalanceAmt
Contributions$1,602,064ContributionsAmt
Investment Earnings Or Losses$3,940,610InvestmentEarningsOrLossesAmt
Other Expenditures$5,116,459OtherExpendituresAmt
End Year Balance$72,218,106EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.89180BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.08260PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.02560TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$15,813,638OtherCostOrOtherBasisAmt
Depreciation$14,750,653DepreciationAmt
Book Value$1,062,985BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$49,821OtherCostOrOtherBasisAmt
Depreciation$804DepreciationAmt
Book Value$49,017BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,112,002TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
State of Israel Bonds$151,576F
Investment in Life Insurance Policies$3,851,586F
Other Investments$124,320F
JFMC Pooled Endowment Portfolio, LLC$129,572,701F
FieldValueIRS element (for citing)
Total Book Value Securities$133,700,183TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
Due from Participating Employers for Pension Benefits$28,806,373
Due from JFMC Facilities Corporation$149,989
FieldValueIRS element (for citing)
Total Book Value Other Assets$28,956,362TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Liability for Pension Benefits$51,043,080
Due to Jewish Federation of Metropolitan Chicago$12,522
FieldValueIRS element (for citing)
Total Liability$51,055,602TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4:The endowment funds (which include both board designated temporarily restricted and permanently 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, except for taxes pertaining to unrelated business income, if any. Jewish United Fund has adopted the accounting standard on accounting for uncertainty in income taxes, which 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, the 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 the Jewish United Fund and various positions related to the potential sources of unrelated business taxable income (UBIT). 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. The guidance on accounting for uncertainty in income taxes also addresses de-recognition, classification, interest and penalties on income taxes, and accounting in interim periods. At December 31, 2018, there were no unrecognized tax benefits identified or recorded as liabilities. Jewish United Fund files Form 990 and Form 990-T in the U.S. federal jurisdiction and the State of Illinois.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionIsraelRegionTxt
Offices1OfficesCnt
Employee4EmployeeCnt
Type Of Activities ConductedProgram ServicesTypeOfActivitiesConductedTxt
Specific Services ProvidedOversight and monitoring of overseas allocation.SpecificServicesProvidedTxt
Region Total Expenditures$616,467RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees4SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office1TotalOfficeCnt
Total Employee4TotalEmployeeCnt
Subtotal Spent$616,467SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$616,467TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Phone SolicitationsYes (X)PhoneSolicitationsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1Siegel Marketing GroupBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11845 N Farwell Ave Suite 300AddressLine1Txt
CityMilwaukeeCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
FieldValueIRS element (for citing)
ActivityPhone solicitationActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$140,440GrossReceiptsAmt
Retained By Contractor$27,143RetainedByContractorAmt
Net To Organization$113,297NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$140,440TotalGrossReceiptsAmt
Total Retained By Contractors$27,143TotalRetainedByContractorsAmt
Total Net To Organization$113,297TotalNetToOrganizationAmt
Licensed StatesILLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1The Vanguard DinnerEvent1Nm
Gross Receipts Event1$327,400GrossReceiptsEvent1Amt
Gross Revenue Event1$327,400GrossRevenueEvent1Amt
Rent Facility Costs Event1$52,630RentFacilityCostsEvent1Amt
Food And Beverage Event1$248,003FoodAndBeverageEvent1Amt
Entertainment Event1$297,353EntertainmentEvent1Amt
Other Direct Expenses Event1$21,176OtherDirectExpensesEvent1Amt
Event2YLD Big EventEvent2Nm
Gross Receipts Event2$201,175GrossReceiptsEvent2Amt
Gross Revenue Event2$201,175GrossRevenueEvent2Amt
Rent Facility Costs Event2$80,834RentFacilityCostsEvent2Amt
Food And Beverage Event2$363,195FoodAndBeverageEvent2Amt
Entertainment Event2$164,687EntertainmentEvent2Amt
Other Direct Expenses Event2$23,866OtherDirectExpensesEvent2Amt
Other Events Total12OtherEventsTotalCnt
Gross Receipts Other Events$231,190GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$231,190GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$94,052RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$249,187FoodAndBeverageOtherEventsAmt
Entertainment Other Events$153,039EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$39,295OthDirectExpnssOtherEventsAmt
Gross Receipts Total$759,765GrossReceiptsTotalAmt
Gross Revenue Total Events$759,765GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$227,516RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$860,385FoodAndBeverageTotalEventsAmt
Entertainment Total Events$615,079EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$84,337OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$1,787,317DirectExpenseSummaryEventsAmt
Net Income Summary-$1,027,552NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule G, Part II Fundraising Events -FormAndLineReferenceDesc
ExplanationThe 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 2018 Jewish United Fund annual campaign, which raised nearly $89 million from the Chicago Jewish community. Contributions to the annual campaign are not included on Schedule G.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (24 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Jewish Federation of Metropolitan Chicago
30 S Wells Street Suite 4049ChicagoIL60606362167761501(c)(3)$40,025,631To support a range of nonprofit organizations which address humanitarian, health and welfare needs.
Jewish Federations of North America
25 BroadwayNew YorkNY10004131624240501(c)(3)$37,185,408Regular campaign
American Committee for the Weizmann Institute of Science
633 Third AvenueNew YorkNY10017131623886501(c)(3)$25,000General Operations
American Jewish Joint Distribution Committee
220 E 42nd StreetNew YorkNY10017131656634501(c)(3)$60,000General Operations
Arie Crown Hebrew Day School
4600 Main StreetSkokieIL60076362129620501(c)(3)$100,000General Operations
Associated Talmud Torahs
3531 Madison StreetSkokieIL60076362169123501(c)(3)$16,800General Operations
Birthright Israel Foundation
PO Box 21615New YorkNY10087134092050501(c)(3)$25,000General Operations
Chicago Chesed Fund
7045 N Ridgeway AvenueLincolnwoodIL60712363641111501(c)(3)$6,000General Operations
Chicago Festival of Israeli Cinema
PO Box 524Highland ParkIL60035800913905501(c)(3)$12,000General Operations
CJE Senior Life
3003 W Touhy AvenueChicagoIL60645362727597501(c)(3)$80,213General Operations
Hebrew Theological College
7135 Carpenter RoadSkokieIL60077362167095501(c)(3)$150,000General Operations
Ida Crown Jewish Academy
8233 Central Park AvenueSkokieIL60076362167009501(c)(3)$100,000General Operations
Illinois Holocaust Museum & Education Center
9603 Woods DriveSkokieIL60077363156154501(c)(3)$8,000General Operations
Jewish Child & Family Services
216 W Jackson Boulevard Suite 800ChicagoIL60606362167757501(c)(3)$184,672General Operations
Jewish Community Centers of Chicago
30 S Wells StreetChicagoIL60606362167758501(c)(3)$235,213EZRA and Other Programming
Jewish Federation of Palm Beach County
1 Harvard Circle Suite 100West Palm BeachFL33409590948696501(c)(3)$118,000General Operations
Jewish Federation of South Palm Beach County
9901 Donna Klein BoulevardBoca RatonFL33428591945109501(c)(3)$55,555General Operations
Jewish Federation of the Desert
69710 Highway 11Rancho MirageCA92270237211881501(c)(3)$13,000General Operations
Jewish National Fund
60 Revere DriveNorthbrookIL60062131659627501(c)(3)$25,000General Operations
Maot Chitim
3710 Commercial Avenue Suite 7NorthbrookIL60062363398501501(c)(3)$22,500General Operations
Mount Sinai Medical Center
1500 S California AvenueChicagoIL60608361509000501(c)(3)$55,000General Operations
The Ark
6450 N California AvenueChicagoIL60645237164967501(c)(3)$39,000General Operations
United Against Nuclear Iran
45 Rockefeller Plaza Suite 2162New YorkNY10111262387657501(c)(3)$35,000General Operations
United States Holocaust Memorial Museum
100 Raoul Wallenberg Place SWWashingtonDC20024521309391501(c)(3)$50,000General Operations
FieldValueIRS element (for citing)
Total501c3 Org24Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationGrants 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 The Ark, 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Steven B Nasatir PhD
President$421,844$140,615$0$0$360,822$120,274$42,025$14,008$13,132$4,377$837,823$279,274$0$0
David S Rosen
Senior Vice President - Endowments$0$352,749$0$0$0$34,600$0$171,399$0$10,342$0$569,090$0$16,667
Michael Tarnoff
Counselor to Pres., Former Officer$0$158,870$0$0$0$17,143$0$10,150$0$0$0$186,163$0$0
Rabbi Louis A Lazovsky
Vice President - Human Resources$196,804$49,201$0$0$2,344$586$142,200$35,550$7,398$1,850$348,746$87,187$0$0
Jay Tcath
Executive Vice President$130,500$172,119$34,868$0$814$847$32,564$33,894$4,419$4,600$203,165$211,460$0$0
Adina Torchman
Assoc. VP-Fin. Resource Development$176,858$0$0$0$4,384$0$68,066$0$6,588$0$255,896$0$0$0
David S Rubovits PhD
Senior VP - Planning & Allocations$178,867$70,321$0$0$400$157$43,186$16,979$6,845$2,691$229,298$90,148$0$0
Boaz Blumovitz
Chief Financial Officer$144,562$144,563$0$0$278$278$8,196$8,196$4,481$4,481$157,517$157,518$0$0
James Rosenberg
Chief of Staff$249,703$0$0$0$557$0$48,679$0$1,187$0$300,126$0$0$0
James A Pinkston
Vice President - Accounting$194,807$64,936$0$0$0$0$12,367$4,122$7,464$2,488$214,638$71,546$0$0
Peter Chiswick
Controller$193,960$0$0$0$2,311$0$110,862$0$7,371$0$314,504$0$0$0
David Prystowsky
Vice President - Campaign$215,728$0$0$0$0$0$22,510$0$7,425$0$245,663$0$0$0
Deborah Covington
VP, Planning & Allocations$131,272$20,312$0$0$0$0$79,174$12,251$7,457$1,154$217,903$33,717$0$0
Joy Schwartz
Vice President - Communications$246,989$0$0$0$557$0$4,028$0$9,812$0$261,386$0$0$0
Stuart Spector
Vice President - Campaign$180,126$0$0$0$77$0$35,234$0$7,018$0$222,455$0$0$0
Jeffrey L Cohen
Sr. Develop. Advisor, Former Officer$48,288$102,611$0$0$7,089$15,064$0$0$75$158$55,452$117,833$0$0
Kedar Potdar
Vice President - Technology$189,947$0$0$0$0$0$6,239$0$8,908$0$205,094$0$0$0
Audra P Berg
VP, Leadership Eng. & Board Rel.$42,199$98,465$0$0$15$36$4,499$10,497$2,557$5,966$49,270$114,964$0$0
Robert Schuckman
Vice President - General Counsel$39,171$156,684$0$0$1,001$4,002$9,307$37,230$3,203$12,812$52,682$210,728$0$0
Shirley Dvorin
Senior Assoc. VP - Human Resources$171,698$0$0$0$2,027$0$96,065$0$7,058$0$276,848$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 1aDuring 2018, JUF purchased airline tickets for the President's wife, who accompanied him on business trips. The cost of the airfare was $3,337. 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 4bMichael Tarnoff: The Jewish Federation has an agreement with Michael Tarnoff which provides for annual payments of $30,000 per year that began in 2009 and will end in 2019. 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. If Dr. Nasatir completes continuous employment at JUF through January 1, 2019, his annual benefit payments under both 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 would 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 August 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). Dr. Nasatir vested in this benefit in 2018 and the present value of these future benefit payments, which was $378,716, is included in his 2018 reportable compensation. This amount was not paid out in cash to Steven Nasatir in 2018. It represents a one-time actuarially determined figure that is taxable in accordance with the Internal Revenue Code. In 2018, Steven Nasatir received payments totaling $103,416 from the three supplemental non-qualified retirement plans. In 2018, Steven Nasatir announced that he would be stepping down as President of JUF/Jewish Federation effective July 1, 2019 and will take on a new role as Executive Vice Chairman. Jeffrey Cohen: The Jewish Federation has an agreement with Jeffrey Cohen which provides for annual payments of $21,000 per year that began in 2013 and will end in 2023. 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 beginning in 2022 and ending in 2032. This benefit is contingent on David Rosen maintaining his employment at JUF through January 1, 2022. 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.
Part I, Line 7Jay Tcath's bonus was approved by JUF's compensation committee.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution827ContributionCnt
Noncash Contributions Rpt F990$4,431,875NoncashContributionsRptF990Amt
Method Of Determining RevenuesFair Market ValueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Column (b):FormAndLineReferenceDesc
ExplanationIs the number of items contributed.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 2Max Schrayer, Director, and Deborah Schrayer Karmin, Director, have a family relationship. Max Schrayer, Director, and Joshua B. Herz, Director, have a business relationship.
Form 990, Part VI, Section A, line 6Jewish Federation of Metropolitan Chicago (Federation) is the sole member of Jewish United Fund of Metropolitan Chicago (JUF).
Form 990, Part VI, Section A, line 7aThe 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 11bA copy of the Form 990 is provided to the Board Chairman and all Audit Committee members. The Audit Committee Chairman then informs the full Board of Directors that Committee members reviewed the Form 990 and a copy is made available to all board members.
Form 990, Part VI, Section B, line 12cA 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 Vice President of Leadership Engagement and Board Relations. 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 15JUF has a compensation committee comprised of the Board Chairman, Immediate Past Board Chairman, Audit Committee Chairman, and Overall Planning and Allocations (Budget) Committee Chairman. 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 18The 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 19The 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 1,215,269. Other Non-Operating Activity -771,222.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (43 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
Jewish Federation of Metropolitan Chicago
30 South Wells Suite 4049ChicagoIL60606362167761Human ServicesIL501(c)(3)Line 7N/A0
JFMC Facilities Corporation
30 South Wells Suite 4049ChicagoIL60606363368912Property Management of Related Non-Profit OrganizationsIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago
Karl Perl Charitable Trust
30 South Wells Suite 4049ChicagoIL60606466113637Support the Jewish United FundIL501(c)(3)Line 12a, IYes (1)Jewish United Fund of Metropolitan Chicago
1261 Foundation
30 South Wells Suite 4049ChicagoIL60606364018186Supporting FoundationIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago
Bellows Family Foundation
30 South Wells Suite 4049ChicagoIL60606363864415Supporting FoundationIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago
BLS Family Foundation
30 South Wells Suite 4049ChicagoIL60606364420871Supporting FoundationIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago
Bucksbaum Family Foundation
30 South Wells Suite 4049ChicagoIL60606364341914Supporting FoundationIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago
Carol Lavin Bernick Family Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606364067510Supporting FoundationIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago
Charles & Audrey Dann Charitable Foundation
30 South Wells Suite 4049ChicagoIL60606364018189Supporting FoundationIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago
Chicago Center for Jewish Genetic Disorders
30 South Wells Suite 4049ChicagoIL60606200120266Supporting FoundationIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago
Covenant Foundation
1270 Avenue of the Americas Suite 3New YorkNY10020363722029Supporting FoundationIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago
The First Spoke Foundation
30 South Wells Suite 4049ChicagoIL60606200894628Supporting FoundationIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago
Crown Family Foundation
30 South Wells Suite 4049ChicagoIL60606363330462Supporting FoundationIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago
Epstein Wenger Family Support Foundation
30 South Wells Suite 4049ChicagoIL60606364380168Supporting FoundationIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago
Glickman Foundation
30 South Wells Suite 4049ChicagoIL60606363857009Supporting FoundationIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago
Goodman Family Foundation
30 South Wells Suite 4049ChicagoIL60606364018187Supporting FoundationIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago
Harvey L Miller Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606900187252Supporting FoundationIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago
Helene Diamond & Jorde Nathan Family Foundation
30 South Wells Suite 4049ChicagoIL60606364157242Supporting FoundationIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago
Hillel of Illinois Endowment Foundation
30 South Wells Suite 4049ChicagoIL60606364310755Supporting FoundationIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago
The Harriett and Ted Perlman Family Foundation
30 South Wells Suite 4049ChicagoIL60606811309979Supporting FoundationIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago
Irvin & Ruth Swartzberg Family Foundation
30 South Wells Suite 4049ChicagoIL60606363864416Supporting FoundationIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago
Lawrence E & Nancy S Glick Foundation
30 South Wells Suite 4049ChicagoIL60606363662985Supporting FoundationIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago
Leonard and Diane Sherman Family Foundation
30 South Wells Suite 4049ChicagoIL60606364345181Supporting FoundationIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago
Leonard Rose Family Foundation
30 South Wells Suite 4049ChicagoIL60606364420873Supporting FoundationIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago
Lya and Louis Rosenblum Family Foundation
30 South Wells Suite 4049ChicagoIL60606311529058Supporting FoundationIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago
Manfred and Fern Steinfeld Family Foundation
30 South Wells Suite 4049ChicagoIL60606364244346Supporting FoundationIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago
Michael Reese Health Trust
150 North Wacker Drive Suite 2320ChicagoIL60606362170910Private FoundationIL501(c)(3)PFYes (1)Jewish Federation of Metropolitan Chicago
Prairie Minerals Foundation
30 South Wells Suite 4049ChicagoIL60606320062771Supporting FoundationIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago
The Pritzker Family Philanthropic Fund
71 S Wacker Drive Ste 4600ChicagoIL60606363623264Supporting FoundationIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago
Ring Family Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606201642012Supporting FoundationIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago
Robert L & Sylvia M Haag Foundation
30 South Wells Suite 4049ChicagoIL60606300149729Supporting FoundationIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago
Rose Family Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606205389086Supporting FoundationIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago
Sarnoff Levin Family Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606364157233Supporting FoundationIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago
Seder Family Foundation
30 South Wells Suite 4049ChicagoIL60606363988995Supporting FoundationIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago
Shure Charitable Trust created uw of Sidney N Shure
30 South Wells Suite 4049ChicagoIL60606367681597Supporting FoundationIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago
Tamar & Jonathan Koschitzky Family Foundation
30 South Wells Suite 4049ChicagoIL60606300149723Supporting FoundationIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago
The Robert and Yadelle Sklare Foundation
30 South Wells Suite 4049ChicagoIL60606364389423Supporting FoundationIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago
Weiss Memorial Hospital Foundation
30 South Wells Suite 4049ChicagoIL60606364413031Supporting FoundationIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago
Z Frank Camp Apachi Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606363833108Supporting FoundationIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago
Wagner Descendant's Foundation
30 South Wells Suite 4049ChicagoIL60606204004517Supporting FoundationIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago
Sisyphus Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606205944850Supporting FoundationIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago
Robert U & Roberta Goldman Family Foundation
30 South Wells Suite 4049ChicagoIL60606203921714Supporting FoundationIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago
JFMCP3 Corporation
30 South Wells Suite 4049ChicagoIL60606262053862Supporting OrganizationIL501(c)(3)Line 12a, IYes (1)Jewish Federation of Metropolitan Chicago

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdPredominant Income TypePredominantIncomeTypeTxtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
JFMC Pooled Endowment Portfolio LLC
30 S Wells Suite 4049ChicagoIL60606451610644See Sch. R, Part VIIILN/AN/A00
AmliFacCorp JV LLC
200 W Monroe Street Suite 2200ChicagoIL60606383923657Real EstateILN/AN/A00

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
Charitable Remainder Unitrusts (20)
Charitable TrustILJewish Federation of Metropolitan ChicagoTYes (1)
Charitable Remainder Annuity Trusts (6)
Charitable TrustILJewish Federation of Metropolitan ChicagoTYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Karl Perl Charitable Trust
C$300,000Cash
Crown Family Foundation
C$6,432,000Cash
JFMC Facilities Corporation
K$1,660,002Cash