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JEWISH UNITED FUND OF METROPOLITAN CHICAGO: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
JEWISH UNITED FUND OF METROPOLITAN CHICAGO (EIN 36-2167034)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-06
IRS object ID
201843109349300814
Schema version
2017v2.3
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)
Return2018-11-06T08:58:29-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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 TitleVice President of AccountingPersonTitleTxt
Phone3123574790PhoneNum
Signature2018-11-06SignatureDt
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 Address108.171.131.188IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-06IPDt
IP Tm08:22:47IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdEF12D8B85D0BA50B62D10FF81EBDCB8ACFC8E817AtSubmissionCreationDeviceId
At Submission Filing Device Id999F6C87408E00F59009FBF12446D70A71867BDAAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

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$142,674,932GrossReceiptsAmt
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 Body90VotingMembersGoverningBodyCnt
Voting Members Independent87VotingMembersIndependentCnt
Total Employee589TotalEmployeeCnt
Total Volunteers12148TotalVolunteersCnt
Total Gross UBI$642,702TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$102,074,049PYContributionsGrantsAmt
CY Contributions Grants$127,924,342CYContributionsGrantsAmt
PY Program Service Revenue$7,174,268PYProgramServiceRevenueAmt
CY Program Service Revenue$7,014,753CYProgramServiceRevenueAmt
PY Investment Income$1,387,791PYInvestmentIncomeAmt
CY Investment Income$2,911,811CYInvestmentIncomeAmt
PY Other Revenue-$431,131PYOtherRevenueAmt
CY Other Revenue-$890,522CYOtherRevenueAmt
PY Total Revenue$110,204,977PYTotalRevenueAmt
CY Total Revenue$136,960,384CYTotalRevenueAmt
PY Grants And Similar Paid$73,518,098PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$75,684,629CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$13,924,481PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$13,238,111CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$48,087PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$31,637CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$7,905,287CYTotalFundraisingExpenseAmt
PY Other Expenses$11,465,824PYOtherExpensesAmt
CY Other Expenses$12,585,482CYOtherExpensesAmt
PY Total Expenses$98,956,490PYTotalExpensesAmt
CY Total Expenses$101,539,859CYTotalExpensesAmt
PY Revenues Less Expenses$11,248,487PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$35,420,525CYRevenuesLessExpensesAmt
Total Assets BOY$189,293,754TotalAssetsBOYAmt
Total Assets EOY$226,420,534TotalAssetsEOYAmt
Total Liabilities BOY$103,451,081TotalLiabilitiesBOYAmt
Total Liabilities EOY$96,952,039TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$85,842,673NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$129,468,495NetAssetsOrFundBalancesEOYAmt
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$40,913,030ExpenseAmt
Grant$40,913,030GrantAmt
Revenue$745,516RevenueAmt
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:2017 IMPACT: PROVIDING HUMAN SERVICESLocal- 575,681 meals, food bags and grocery cards were delivered to needy local Jews. - 5,384 households received $5.2 million in emergency financial aid to pay for housing, healthcare and other critical needs-an 89% increase in the number of people helped and a 42% increase in dollars provided over 2016.- 1,792 Holocaust survivors maximized their independence through in-home services, emergency financial assistance, group support, advocacy and socialization.- 2,424 people with disabilities received intensive, holistic support.- 1,323 workers benefited from job placement services, including 435 workers who secured paid jobs.- 1,038 impoverished Jews received life-preserving prescription medications.- 41,090 individuals received free or highly-subsidized mental and physical healthcare.- 23,656 older adults participated in a range of services to improve their quality of life. - 421 low-income families received free or subsidized legal assistance.2017 IMPACT: CREATING JEWISH EXPERIENCES- 28,135 children and youth engaged in Jewish learning and built stronger Jewish identities through formal and informal Jewish educational experiences.- 72% of Jewish day school students received scholarships and/or tuition assistance.- 3,118 students received tuition financial assistance at 15 local Jewish day schools.- Local day schools got assistance with facilities management, security, loan guarantees, governance, benchmarking, and resource development.- 1,142 children received over $900,000 in Jewish summer camp scholarships.- 1,190 children received $2 million in financial assistance or subsidies for Jewish early childhood educational experiences.- 2,500 families with young children participated for the first time in a program hosted by JUF or a JUF-funded agency.- 7,757 families with young children received free, monthly Jewish books and music through JUF's PJ Library program.- 1,856 families with children ages 9-11 received free monthly Jewish books through the new PJ Our Way program. - 1,128 Chicago families with young children participated in "JUF Young Families" programs, exploring Jewish life and community.- 1,778 Jewish young adults went on free trips to Israel courtesy of JUF Birthright Israel, strengthening their connection to the Jewish homeland.- 913 youth and young adults received JUF-supported scholarships that helped them afford pivotal educational experiences in Israel.- 890 teens furthered their connection and engagement in Chicago's Jewish community through leadership programming hosted or supported by JUF.- 27,500 Russian-speaking children and teens took part in Jewish day schools, Sunday schools, Hebrew schools and summer camps, building their Jewish and Zionist identities.2017 IMPACT: STRENGTHENING COMMUNITY CONNECTIONS- 8,735 students, parents and community members attended JUF-sponsored Israel advocacy events and programs on college campuses.- 3,805 college students participated in Jewish life on Illinois campuses.- On 16 major campuses statewide, JUF's Israel Education Center partners with other religious, ethnic and cultural groups to present pro-Israel programs for hundreds of students and faculty. - 4 major Illinois universities now have flourishing Israel Studies programs, established in partnership with JUF/Federation to share Israel's contributions to technology, science and culture.- 58 participants from area high schools engaged in Write-On for Israel, an intensive, two-year Israel advocacy training program for upperclassmen. - 2,500 Chicagoans strengthened their connection to the State of Israel in 2016 through meaningful experiences in JUF's Partnership Together region of Kiryat Gat-Lachish-Shafir in Israel's Negev.- 5,830 Jews of all ages volunteered through JUF's TOV Volunteer Network and other JUF programs, providing hands-on assistance from serving meals to people in need to tutoring at-risk children. - 112 teens participated in alternative spring breaks, offering meaningful ways to connect with other Jewish teens and get involved in Chicago's Jewish community.- 7,333 young Jewish adults attended 600 events focused on engaging the next generation.- 87,393 visitors came to Oy!Chicago, the outreach blog for local 20- to 30-somethings. - 798,000 Israeli young adults and youth were engaged in programs of Israel's Progressive (Reform), Masorti (Conservative), Modern Orthodox and non-denominational programs, along with inter- and non-denominational initiatives that promote diversity and inclusion in Israeli society.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$36,100,427ExpenseAmt
Grant$34,736,629GrantAmt
Revenue$1,291,933RevenueAmt
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.Summary of Service Results -Rescue and Resettlement Services:- 25,977 Jews from across the world began new lives of freedom in Israel, including 4,239 from France, 6,992 from Russia and 5,809 from Ukraine.- 19,200 immigrants to Israel were assisted with job preparation and placement, language skills, housing and socialization to help them integrate into Israeli society.- 47,500 seniors in need benefited from subsidized housing.Services to Strengthen At-risk Israeli Families and Communities:- Some 40,000 disadvantaged Israeli youth were immersed in educational opportunities designed to close the socioeconomic gap and ensure their future success, including: - 23,500 who participated in enrichment programs for gifted students; - 12,000 who, with their parents, received academic and psychosocial mentoring; - 1,700 who gained high-tech skills; - 900 who received scholarships for higher education & vocational training.Global Jewish Community Services:- 110,933 impoverished elderly and 22,884 poor children throughout the countries of the former Soviet Union received food, medicine and heating fuel to sustain them.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$695,780ExpenseAmt
Revenue$54,351RevenueAmt
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)

ExpenseExpenseAmtRevenueRevenueAmtDescDescGrantGrantAmt
$648,849$278,858Budget 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.
$871,621$642,702JUF 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.
$728,234$3,176Communications: 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.
$4,259,737$3,998,217Israel 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.$34,970
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$6,508,441TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$34,970TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$4,922,953TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$84,217,678TotalProgramServiceExpensesAmt
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 Ent0TransactionWithControlEntInd
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
Employee589EmployeeCnt
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members90GoverningBodyVotingMembersCnt
Independent Voting Member87IndependentVotingMemberCnt
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 CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
Steven B Nasatir PhD
President38.0012.00Yes (X)$476,894$158,965$28,149
David Brief
Chief Investment Officer50.000.00$497,108$0$37,383Yes (X)
David S Rosen
Senior Vice President - Endowments10.0040.00Yes (X)$0$362,257$197,934
Michael Tarnoff
Counselor to Pres., Former Officer10.0010.00$100,408$178,505$10,150Yes (X)
Rabbi Louis A Lazovsky
Vice President - Human Resources40.0010.00$194,346$48,586$149,387Yes (X)
Jay Tcath
Executive Vice President25.0025.00Yes (X)$145,016$150,936$64,272
Adina Torchman
Assoc. VP-Fin. Resource Development40.000.00$174,583$0$78,885Yes (X)
David S Rubovits PhD
Senior VP - Planning & Allocations39.0011.00Yes (X)$170,246$66,207$57,183
Boaz Blumovitz
Chief Financial Officer22.5027.50Yes (X)$138,534$138,535$22,109
James Rosenberg
Chief of Staff40.0010.00Yes (X)$237,347$0$43,780
James A Pinkston
Vice President - Accounting20.0030.00Yes (X)$187,034$62,345$22,181
Peter Chiswick
Controller, Jewish Fed. of Metro Chi25.0025.00Yes (X)$174,989$9,210$88,964
David Prystowsky
Vice President - Campaign50.000.00Yes (X)$208,409$0$25,994
Deborah Covington
VP, Planning & Allocations40.0010.00Yes (X)$129,624$20,057$69,651
Alan B Polansky
Senior Director of Investments40.000.00$195,974$0$19,706Yes (X)
Stuart Spector
Vice President - Campaign50.000.00$173,724$0$37,745Yes (X)
Jeffrey L Cohen
Sr. Develop. Advisor, Former Officer6.0014.00$53,728$114,171$0Yes (X)
Kedar Potdar
Vice President - Technology50.000.00$182,589$0$14,020Yes (X)
Audra P Berg
VP, Leadership Engagement & Board Relations8.5041.50Yes (X)$37,492$87,483$19,489
Robert Schuckman
Vice President - General Counsel10.0040.00Yes (X)$38,771$155,084$49,135
Shirley Dvorin
Senior Assoc. VP - Human Resources50.000.00$165,097$0$74,706Yes (X)
Michael H Zaransky
Chairman10.0010.00Yes (X)$0$0$0Yes (X)
Wendy Berger
Vice Chairman5.005.00Yes (X)$0$0$0Yes (X)
Maury Fertig
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)
Andrew S Hochberg
Vice Chairman5.005.00Yes (X)$0$0$0Yes (X)
Larry Levy
Vice Chairman5.005.00Yes (X)$0$0$0Yes (X)
Sanford E Perl
Vice Chairman5.005.00Yes (X)$0$0$0Yes (X)
Tom Rivkin
Vice Chairman5.005.00Yes (X)$0$0$0Yes (X)
Sara Crown Star
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)
Marc Roth
Treasurer5.005.00Yes (X)$0$0$0Yes (X)
Cindy Kaplan
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)
Debbie L Berman
Director0.500.50$0$0$0Yes (X)
Robert J Bond
Director0.500.50$0$0$0Yes (X)
Mark Chudacoff
Director0.500.50$0$0$0Yes (X)
Moshe Davis
Director0.500.50$0$0$0Yes (X)
Bruce I Ettelson
Director0.500.50$0$0$0Yes (X)
Rabbi Alex Felch
Director0.500.50$0$0$0Yes (X)
Michael T Fishman
Director0.500.50$0$0$0Yes (X)
Linda B Ginsburg
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)
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)
Deborah Schrayer Karmin
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)
Nancy Kohn
Director0.500.50$0$0$0Yes (X)
Adrienne J Kriezelman
Director0.500.50$0$0$0Yes (X)
Rabbi Vernon Kurtz
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)
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)
David Nankin
Director0.500.50$0$0$0Yes (X)
Rabbi Joseph S Ozarowski
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)
Paula Resnick
Director0.500.50$0$0$0Yes (X)
Joshua Rinkov
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)
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)
Keith J Shapiro
Director0.500.50$0$0$0Yes (X)
David A Sherman
Director0.500.50$0$0$0Yes (X)
Kim Shwachman
Director0.500.50$0$0$0Yes (X)
Susan B Silver
Director0.500.50$0$0$0Yes (X)
Morris Silverman
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)
Milt Zimmerman
Director0.500.50$0$0$0Yes (X)
Jane Cadden Lederman
Ex-Officio0.500.50$0$0$0Yes (X)
Melissa Weiss Spellman
Ex-Officio0.500.50$0$0$0Yes (X)
Erika Goldstein
Ex-Officio0.500.50$0$0$0Yes (X)
Lisa Tarshis
Ex-Officio0.500.50$0$0$0Yes (X)
Courtney Cohen
Ex-Officio0.500.50$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,681,913TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,552,341TotReportableCompRltdOrgAmt
Total Other Compensation$1,110,823TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K37IndivRcvdGreaterThan100KCnt
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$470,364
Gil Travel
1511 Walnut StreetPhiladelphiaPA19102Travel Consulting and Booking$299,876
Mittera Wisconsin LLC
PO Box 310471Des MoinesIA50331Publications/JUF News Printing$296,321
RSM US LLP
1 S Wacker Drive Suite 800ChicagoIL60606Auditing Services$250,685
Greater Talent Network
437 5th AvenueNew YorkNY10016Speakers' Agency$205,479
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K11CntrctRcvdGreaterThan100KCnt
Related Organizations$350,000RelatedOrganizationsAmt
All Other Contributions$127,574,342AllOtherContributionsAmt
Noncash Contributions$5,500,616NoncashContributionsAmt
Total Contributions$127,924,342TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Program Fees561000$3,599,105$3,599,105
Service Fees561000$2,772,946$2,772,946
JUF News Advertising541800$642,702$642,702
FieldValueIRS element (for citing)
Total Program Service Revenue$7,014,753TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$25,863TotalRevenueColumnAmt
Exclusion$25,863ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$6,865,627SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,979,679SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,885,948SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,885,948TotalRevenueColumnAmt
Exclusion$2,885,948ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$844,347FundraisingGrossIncomeAmt
Fundraising Direct Expenses$1,734,869FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$890,522TotalRevenueColumnAmt
Exclusion-$890,522ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$136,960,384TotalRevenueColumnAmt
Related Or Exempt Func Income$6,372,051RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$642,702UnrelatedBusinessRevenueAmt
Exclusion$2,021,289ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$75,684,629TotalAmt
Program Services$75,684,629ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,645,923TotalAmt
Program Services$808,824ProgramServicesAmt
Management And General$1,040,628ManagementAndGeneralAmt
Fundraising$796,471FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$51,461TotalAmt
Management And General$51,461ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$7,385,557TotalAmt
Program Services$2,257,667ProgramServicesAmt
Management And General$2,904,702ManagementAndGeneralAmt
Fundraising$2,223,188FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,932,040TotalAmt
Program Services$799,936ProgramServicesAmt
Management And General$1,471,037ManagementAndGeneralAmt
Fundraising$661,067FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$133,878TotalAmt
Program Services$40,176ProgramServicesAmt
Management And General$56,191ManagementAndGeneralAmt
Fundraising$37,511FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$89,252TotalAmt
Program Services$26,784ProgramServicesAmt
Management And General$37,461ManagementAndGeneralAmt
Fundraising$25,007FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$469,335TotalAmt
Program Services$462,578ProgramServicesAmt
Management And General$6,757ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$59,345TotalAmt
Program Services$2,919ProgramServicesAmt
Management And General$56,338ManagementAndGeneralAmt
Fundraising$88FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$104,685TotalAmt
Program Services$3,485ProgramServicesAmt
Management And General$101,200ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$31,637TotalAmt
Fundraising$31,637FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$207,678TotalAmt
Program Services$120,955ProgramServicesAmt
Management And General$67,831ManagementAndGeneralAmt
Fundraising$18,892FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$17,445TotalAmt
Program Services$7,349ProgramServicesAmt
Fundraising$10,096FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,813,545TotalAmt
Program Services$1,142,697ProgramServicesAmt
Management And General$268,561ManagementAndGeneralAmt
Fundraising$402,287FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$783,921TotalAmt
Program Services$86,312ProgramServicesAmt
Management And General$632,369ManagementAndGeneralAmt
Fundraising$65,240FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,610,744TotalAmt
Program Services$318,677ProgramServicesAmt
Management And General$896,095ManagementAndGeneralAmt
Fundraising$395,972FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$175,499TotalAmt
Program Services$85,975ProgramServicesAmt
Management And General$30,823ManagementAndGeneralAmt
Fundraising$58,701FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$312,927TotalAmt
Program Services$104,323ProgramServicesAmt
Management And General$156,172ManagementAndGeneralAmt
Fundraising$52,432FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$361,553TotalAmt
Program Services$170,965ProgramServicesAmt
Management And General$190,588ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,906,218TotalAmt
Program Services$515,407ProgramServicesAmt
Management And General$1,343,452ManagementAndGeneralAmt
Fundraising$1,047,359FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$74,953TotalAmt
Management And General$74,953ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
Events-Before Income$1,978,388$30,245$1,948,143
Missions-Before Income$1,363,798$1,363,798
Staff Recruitment$83,432$31,962$47,506$3,964
Program Supplies$72,267$41,572$30,695

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$189,749TotalAmt
Program Services$110,443ProgramServicesAmt
Management And General$26,311ManagementAndGeneralAmt
Fundraising$52,995FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$101,539,859TotalAmt
Program Services$84,217,678ProgramServicesAmt
Management And General$9,416,894ManagementAndGeneralAmt
Fundraising$7,905,287FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$29,872,728BOYAmt
EOY$7,414,147EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$44,193,799BOYAmt
EOY$50,569,535EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$679,687BOYAmt
EOY$446,717EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,069,064BOYAmt
EOY$2,927,340EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$16,364,600LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$12,508,040LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$6,542,424BOYAmt
EOY$3,856,560EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$75,250,043BOYAmt
EOY$130,737,633EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$29,686,009BOYAmt
EOY$30,468,602EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$189,293,754BOYAmt
EOY$226,420,534EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,617,923BOYAmt
EOY$2,649,625EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$45,384,934BOYAmt
EOY$40,349,388EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,134,151BOYAmt
EOY$1,374,662EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$54,314,073BOYAmt
EOY$52,578,364EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$103,451,081BOYAmt
EOY$96,952,039EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$36,764,582BOYAmt
EOY$69,524,018EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$36,998,548BOYAmt
EOY$47,864,934EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

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

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$85,842,673BOYAmt
EOY$129,468,495EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$189,293,754BOYAmt
EOY$226,420,534EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$35,420,525ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$8,810,050NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$604,753OtherChangesInNetAssetsAmt
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$88,047,967CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$97,932,241CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$85,263,286CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$102,074,049CurrentTaxYearMinus1YearAmt
Current Tax Year$127,924,342CurrentTaxYearAmt
Total$501,241,885TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$88,047,967CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$97,932,241CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$85,263,286CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$102,074,049CurrentTaxYearMinus1YearAmt
Current Tax Year$127,924,342CurrentTaxYearAmt
Total$501,241,885TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$56,533,044SubstantialContributorsTotAmt
Public Support Total170$444,708,841PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$454,849CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$826,443CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$68,078CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$26,888CurrentTaxYearMinus1YearAmt
Current Tax Year$25,863CurrentTaxYearAmt
Total$1,402,121TotalAmt
FieldValueIRS element (for citing)
Total Support$502,644,006TotalSupportAmt
Gross Receipts Rltd Activities$33,025,329GrossReceiptsRltdActivitiesAmt
Public Support CY1700.88470PublicSupportCY170Pct
Public Support PY1700.90470PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

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 2017: 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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$65,486,111BeginningYearBalanceAmt
Contributions$3,032,235ContributionsAmt
Investment Earnings Or Losses$7,857,799InvestmentEarningsOrLossesAmt
Other Expenditures$4,584,254OtherExpendituresAmt
End Year Balance$71,791,891EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.87560BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.09600PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.02840TermEndowmentBalanceEOYPct
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$16,318,836OtherCostOrOtherBasisAmt
Depreciation$12,491,832DepreciationAmt
Book Value$3,827,004BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$45,764OtherCostOrOtherBasisAmt
Depreciation$16,208DepreciationAmt
Book Value$29,556BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,856,560TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
State of Israel Bonds$139,856F
Investment in Life Insurance Policies$3,693,124F
Other Investments$129,247F
JFMC Pooled Endowment Portfolio, LLC$126,775,406F
FieldValueIRS element (for citing)
Total Book Value Securities$130,737,633TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
Due from Participating Employers for Pension Benefits$30,150,132
Due from JFMC Facilities Corporation$318,470
FieldValueIRS element (for citing)
Total Book Value Other Assets$30,468,602TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Liability for Pension Benefits$52,426,824
Due to Jewish Federation of Metropolitan Chicago$151,540
FieldValueIRS element (for citing)
Total Liability$52,578,364TotalLiabilityAmt
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 that has been approved by the Board of Directors.
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, 2017, there were no unrecognized tax benefits identified or recorded as liabilities. Jewish United Fund files Form 990 in the U.S. federal jurisdiction and the State of Illinois. Jewish United Fund is no longer subject to examination by the Internal Revenue Service for years before 2014.

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$540,750RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees4SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office1TotalOfficeCnt
Total Employee4TotalEmployeeCnt
Subtotal Spent$540,750SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$540,750TotalSpentAmt
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$156,454GrossReceiptsAmt
Retained By Contractor$31,637RetainedByContractorAmt
Net To Organization$124,817NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$156,454TotalGrossReceiptsAmt
Total Retained By Contractors$31,637TotalRetainedByContractorsAmt
Total Net To Organization$124,817TotalNetToOrganizationAmt
Licensed StatesILLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1The Vanguard DinnerEvent1Nm
Gross Receipts Event1$386,900GrossReceiptsEvent1Amt
Gross Revenue Event1$386,900GrossRevenueEvent1Amt
Rent Facility Costs Event1$57,622RentFacilityCostsEvent1Amt
Food And Beverage Event1$222,749FoodAndBeverageEvent1Amt
Entertainment Event1$227,928EntertainmentEvent1Amt
Other Direct Expenses Event1$21,003OtherDirectExpensesEvent1Amt
Event2YLD Big EventEvent2Nm
Gross Receipts Event2$198,032GrossReceiptsEvent2Amt
Gross Revenue Event2$198,032GrossRevenueEvent2Amt
Rent Facility Costs Event2$67,351RentFacilityCostsEvent2Amt
Food And Beverage Event2$364,995FoodAndBeverageEvent2Amt
Entertainment Event2$228,963EntertainmentEvent2Amt
Other Direct Expenses Event2$20,267OtherDirectExpensesEvent2Amt
Other Events Total15OtherEventsTotalCnt
Gross Receipts Other Events$259,415GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$259,415GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$87,204RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$273,455FoodAndBeverageOtherEventsAmt
Entertainment Other Events$107,054EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$56,278OthDirectExpnssOtherEventsAmt
Gross Receipts Total$844,347GrossReceiptsTotalAmt
Gross Revenue Total Events$844,347GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$212,177RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$861,199FoodAndBeverageTotalEventsAmt
Entertainment Total Events$563,945EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$97,548OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$1,734,869DirectExpenseSummaryEventsAmt
Net Income Summary-$890,522NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule G, Part II Fundraising Events - The gross receipts presented inFormAndLineReferenceDesc
Explanationline 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 2017 Jewish United Fund annual campaign, which raised nearly $87 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 (22 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)$38,463,233To support a range of nonprofit organizations which address humanitarian, health and welfare needs.
Jewish Federations of North America
25 BroadwayNew YorkNY10004131624240501(c)(3)$34,736,629Regular campaign
American Jewish Joint Distribution Committee
220 E 42nd StreetNew YorkNY10017131656634501(c)(3)$1,040,000General Operations
Jewish Child & Family Services
216 W Jackson Boulevard Suite 800ChicagoIL60606362167757501(c)(3)$246,435General Operations
Hebrew Theological College
7135 Carpenter RoadSkokieIL60077362167095501(c)(3)$150,000General Operations
Jewish Community Centers of Chicago
30 S Wells StreetChicagoIL60606362167758501(c)(3)$126,500EZRA and Other Programming
Arie Crown Hebrew Day School
4600 Main StreetSkokieIL60076362129620501(c)(3)$100,000General Operations
Ida Crown Jewish Academy
8233 Central Park AvenueSkokieIL60076362167009501(c)(3)$100,000General Operations
Jewish Federation of Palm Beach County
1 Harvard Circle Suite 100West Palm BeachFL33409590948696501(c)(3)$100,000General Operations
CJE Senior Life
3003 W Touhy AvenueChicagoIL60645362727597501(c)(3)$83,000General Operations
Jewish Federation of Delaware
101 Garden of Eden RoadWilmingtonDE19803510064315501(c)(3)$80,000General Operations
Jewish Federation of South Palm Beach County
9901 Donna Klein BoulevardBoca RatonFL33428591945109501(c)(3)$55,555General Operations
United States Holocaust Memorial Museum
100 Raoul Wallenberg Place SWWashingtonDC20024521309391501(c)(3)$50,000General Operations
United Against Nuclear Iran
45 Rockefeller Plaza Suite 2162New YorkNY10111262387657501(c)(3)$35,000General Operations
American Committee for the Weizmann Institute of Science
633 Third AvenueNew YorkNY10017131623886501(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)$19,907General Operations
Associated Talmud Torahs
3531 Madison StreetSkokieIL60076362169123501(c)(3)$16,800General Operations
The Ark
6450 N California AvenueChicagoIL60645237164967501(c)(3)$14,000General Operations
Chicago Festival of Israeli Cinema
PO Box 524Highland ParkIL60035800913905501(c)(3)$10,000General Operations
Israel Cancer Research Fund
52 Vanderbilt Avenue Suite 1510New YorkNY10017510181215501(c)(3)$10,000General Operations
Jewish Federation of the Desert
69710 Highway 11Rancho MirageCA92270237211881501(c)(3)$6,500General Operations
FieldValueIRS element (for citing)
Total501c3 Org22Total501c3OrgCnt
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)
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$412,425$137,475$0$0$64,469$21,490$8,072$2,691$13,425$4,475$498,391$166,131$0$0
David Brief
Chief Investment Officer$377,568$0$39,073$0$80,467$0$31,264$0$6,896$0$535,268$0$0$0
David S Rosen
Senior Vice President - Endowments$0$344,660$0$0$0$17,597$0$188,381$0$10,330$0$560,968$0$0
Michael Tarnoff
Counselor to Pres., Former Officer$91,709$163,039$0$0$8,699$15,466$3,654$6,496$7$13$104,069$185,014$0$0
Rabbi Louis A Lazovsky
Vice President - Human Resources$192,002$48,000$0$0$2,344$586$112,123$28,031$8,008$2,002$314,477$78,619$0$0
Jay Tcath
Executive Vice President$144,202$150,089$0$0$814$847$27,171$28,281$4,703$4,894$176,890$184,111$0$0
Adina Torchman
Assoc. VP-Fin. Resource Development$172,607$0$0$0$1,976$0$72,414$0$7,042$0$254,039$0$0$0
David S Rubovits PhD
Senior VP - Planning & Allocations$169,845$66,051$0$0$401$156$34,564$13,442$7,167$2,787$211,977$82,436$0$0
Boaz Blumovitz
Chief Financial Officer$138,477$138,477$0$0$57$58$6,968$6,968$4,475$4,475$149,977$149,978$0$0
James Rosenberg
Chief of Staff$236,798$0$0$0$549$0$43,321$0$1,250$0$281,918$0$0$0
James A Pinkston
Vice President - Accounting$187,034$62,345$0$0$0$0$9,765$3,255$7,454$2,485$204,253$68,085$0$0
Peter Chiswick
Controller, Jewish Fed. of Metro Chi$172,940$9,102$0$0$2,049$108$77,870$4,098$7,217$380$260,076$13,688$0$0
David Prystowsky
Vice President - Campaign$208,409$0$0$0$0$0$18,324$0$7,690$0$234,423$0$0$0
Deborah Covington
VP, Planning & Allocations$129,624$20,057$0$0$0$0$55,511$8,589$4,824$747$189,959$29,393$0$0
Alan B Polansky
Senior Director of Investments$195,974$0$0$0$0$0$13,255$0$7,105$0$216,334$0$0$0
Stuart Spector
Vice President - Campaign$173,652$0$0$0$72$0$31,119$0$7,234$0$212,077$0$0$0
Jeffrey L Cohen
Sr. Develop. Advisor, Former Officer$46,534$98,884$0$0$7,194$15,287$0$13,902$0$195$53,728$128,268$0$0
Kedar Potdar
Vice President - Technology$182,589$0$0$0$0$0$5,243$0$9,423$0$197,255$0$0$0
Robert Schuckman
Vice President - General Counsel$37,814$151,258$0$0$957$3,826$6,730$26,920$3,225$12,902$48,726$194,906$0$0
Shirley Dvorin
Senior Assoc. VP - Human Resources$163,186$0$0$0$1,911$0$67,409$0$7,917$0$240,423$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 1aSocial club dues are paid on behalf of appropriate employees conducting business at a private city club.
Part I, Line 4bLine 4b: Michael 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. The $50,000 and $5,000 annual payment amounts are to be adjusted annually in accordance with the CPI index. These benefits are payable to him only for as long as he lives. There are no guaranteed payment amounts and no survivor benefits at his death. In 2017, Steven Nasatir received payments totaling $80,412 from the two supplemental non-qualified retirement plans. 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 beginning in 2018 and ending in 2028. David Brief: The Jewish Federation had a deferred compensation agreement with David Brief which includes an account that is funded by Federation on annual basis, if certain performance criteria are met. As of December 31, 2017, Mr. Brief was 40% vested in the account balance. Mr. Brief's employment with Jewish United Fund ended December 31, 2017. In 2018, he received a lump sum payment in the amount of $131,970 which represented his vested account balance in the deferred compensation plan.
Part I, Line 7David Brief's bonus was determined by the Jewish United Fund based upon an annual evaluation form that includes both quantitative and qualitative factors.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution902ContributionCnt
Noncash Contributions Rpt F990$5,500,616NoncashContributionsRptF990Amt
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 7aAs the sole member of the organization, Federation elects all of the directors of JUF.
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 who ensures all questionnaires are completed. 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, 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.
Form 990, Part VI, Section C, line 18The organization 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. In addition, the organization's governing documents, conflict of interest policy and audited financial statements are available to the public on JUF's website 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 45,317. Unexpended prior year allocations payable 414,852. Other Non-Operating Activity -1,064,922.

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, I0Jewish 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, I0Jewish Federation of Metropolitan Chicago
Bellows Family Foundation
30 South Wells Suite 4049ChicagoIL60606363864415Supporting FoundationIL501(c)(3)Line 12a, I0Jewish Federation of Metropolitan Chicago
BLS Family Foundation
30 South Wells Suite 4049ChicagoIL60606364420871Supporting FoundationIL501(c)(3)Line 12a, I0Jewish Federation of Metropolitan Chicago
Bucksbaum Family Foundation
30 South Wells Suite 4049ChicagoIL60606364341914Supporting FoundationIL501(c)(3)Line 12a, I0Jewish Federation of Metropolitan Chicago
Carol Lavin Bernick Family Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606364067510Supporting FoundationIL501(c)(3)Line 12a, I0Jewish Federation of Metropolitan Chicago
Charles & Audrey Dann Charitable Foundation
30 South Wells Suite 4049ChicagoIL60606364018189Supporting FoundationIL501(c)(3)Line 12a, I0Jewish Federation of Metropolitan Chicago
Chicago Center for Jewish Genetic Disorders
30 South Wells Suite 4049ChicagoIL60606200120266Supporting FoundationIL501(c)(3)Line 12a, I0Jewish Federation of Metropolitan Chicago
Covenant Foundation
1270 Avenue of the Americas Suite 3New YorkNY10020363722029Supporting FoundationIL501(c)(3)Line 12a, I0Jewish Federation of Metropolitan Chicago
The First Spoke Foundation
30 South Wells Suite 4049ChicagoIL60606200894628Supporting FoundationIL501(c)(3)Line 12a, I0Jewish Federation of Metropolitan Chicago
Crown Family Foundation
30 South Wells Suite 4049ChicagoIL60606363330462Supporting FoundationIL501(c)(3)Line 12a, I0Jewish Federation of Metropolitan Chicago
Epstein Wenger Family Support Foundation
30 South Wells Suite 4049ChicagoIL60606364380168Supporting FoundationIL501(c)(3)Line 12a, I0Jewish Federation of Metropolitan Chicago
Glickman Foundation
30 South Wells Suite 4049ChicagoIL60606363857009Supporting FoundationIL501(c)(3)Line 12a, I0Jewish Federation of Metropolitan Chicago
Goodman Family Foundation
30 South Wells Suite 4049ChicagoIL60606364018187Supporting FoundationIL501(c)(3)Line 12a, I0Jewish Federation of Metropolitan Chicago
Harvey L Miller Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606900187252Supporting FoundationIL501(c)(3)Line 12a, I0Jewish Federation of Metropolitan Chicago
Helene Diamond & Jorde Nathan Family Foundation
30 South Wells Suite 4049ChicagoIL60606364157242Supporting FoundationIL501(c)(3)Line 12a, I0Jewish Federation of Metropolitan Chicago
Hillel of Illinois Endowment Foundation
30 South Wells Suite 4049ChicagoIL60606364310755Supporting FoundationIL501(c)(3)Line 12a, I0Jewish Federation of Metropolitan Chicago
The Harriett and Ted Perlman Family Foundation
30 South Wells Suite 4049ChicagoIL60606811309979Supporting FoundationIL501(c)(3)Line 12a, I0Jewish Federation of Metropolitan Chicago
Irvin & Ruth Swartzberg Family Foundation
30 South Wells Suite 4049ChicagoIL60606363864416Supporting FoundationIL501(c)(3)Line 12a, I0Jewish Federation of Metropolitan Chicago
Lawrence E & Nancy S Glick Foundation
30 South Wells Suite 4049ChicagoIL60606363662985Supporting FoundationIL501(c)(3)Line 12a, I0Jewish Federation of Metropolitan Chicago
Leonard and Diane Sherman Family Foundation
30 South Wells Suite 4049ChicagoIL60606364345181Supporting FoundationIL501(c)(3)Line 12a, I0Jewish Federation of Metropolitan Chicago
Leonard Rose Family Foundation
30 South Wells Suite 4049ChicagoIL60606364420873Supporting FoundationIL501(c)(3)Line 12a, I0Jewish Federation of Metropolitan Chicago
Lya and Louis Rosenblum Family Foundation
30 South Wells Suite 4049ChicagoIL60606311529058Supporting FoundationIL501(c)(3)Line 12a, I0Jewish Federation of Metropolitan Chicago
Manfred and Fern Steinfeld Family Foundation
30 South Wells Suite 4049ChicagoIL60606364244346Supporting FoundationIL501(c)(3)Line 12a, I0Jewish Federation of Metropolitan Chicago
Michael Reese Health Trust
150 North Wacker Drive Suite 2320ChicagoIL60606362170910Private FoundationIL501(c)(3)PF0Jewish Federation of Metropolitan Chicago
Prairie Minerals Foundation
30 South Wells Suite 4049ChicagoIL60606320062771Supporting FoundationIL501(c)(3)Line 12a, I0Jewish Federation of Metropolitan Chicago
The Pritzker Family Philanthropic Fund
71 S Wacker Drive Ste 4600ChicagoIL60606363623264Supporting FoundationIL501(c)(3)Line 12a, I0Jewish Federation of Metropolitan Chicago
Ring Family Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606201642012Supporting FoundationIL501(c)(3)Line 12a, I0Jewish Federation of Metropolitan Chicago
Robert L & Sylvia M Haag Foundation
30 South Wells Suite 4049ChicagoIL60606300149729Supporting FoundationIL501(c)(3)Line 12a, I0Jewish Federation of Metropolitan Chicago
Rose Family Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606205389086Supporting FoundationIL501(c)(3)Line 12a, I0Jewish Federation of Metropolitan Chicago
Sarnoff Levin Family Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606364157233Supporting FoundationIL501(c)(3)Line 12a, I0Jewish Federation of Metropolitan Chicago
Seder Family Foundation
30 South Wells Suite 4049ChicagoIL60606363988995Supporting FoundationIL501(c)(3)Line 12a, I0Jewish Federation of Metropolitan Chicago
Shure Charitable Trust created uw of Sidney N Shure
30 South Wells Suite 4049ChicagoIL60606367681597Supporting FoundationIL501(c)(3)Line 12a, I0Jewish Federation of Metropolitan Chicago
Tamar & Jonathan Koschitzky Family Foundation
30 South Wells Suite 4049ChicagoIL60606300149723Supporting FoundationIL501(c)(3)Line 12a, I0Jewish Federation of Metropolitan Chicago
The Robert and Yadelle Sklare Foundation
30 South Wells Suite 4049ChicagoIL60606364389423Supporting FoundationIL501(c)(3)Line 12a, I0Jewish Federation of Metropolitan Chicago
Weiss Memorial Hospital Foundation
30 South Wells Suite 4049ChicagoIL60606364413031Supporting FoundationIL501(c)(3)Line 12a, I0Jewish Federation of Metropolitan Chicago
Z Frank Camp Apachi Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606363833108Supporting FoundationIL501(c)(3)Line 12a, I0Jewish Federation of Metropolitan Chicago
Wagner Descendant's Foundation
30 South Wells Suite 4049ChicagoIL60606204004517Supporting FoundationIL501(c)(3)Line 12a, I0Jewish Federation of Metropolitan Chicago
Sisyphus Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606205944850Supporting FoundationIL501(c)(3)Line 12a, I0Jewish Federation of Metropolitan Chicago
Robert U & Roberta Goldman Family Foundation
30 South Wells Suite 4049ChicagoIL60606203921714Supporting FoundationIL501(c)(3)Line 12a, I0Jewish Federation of Metropolitan Chicago
JFMCP3 Corporation
30 South Wells Suite 4049ChicagoIL60606262053862Supporting OrganizationIL501(c)(3)Line 12a, I0Jewish 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 (22)
Charitable TrustILJewish Federation of Metropolitan ChicagoT0
Charitable Remainder Annuity Trusts (6)
Charitable TrustILJewish Federation of Metropolitan ChicagoT0
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

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Karl Perl Charitable TrustBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeCTransactionTypeTxt
Involved$350,000InvolvedAmt
Method Of Amount DeterminationCashMethodOfAmountDeterminationTxt