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JEWISH UNITED FUND OF METROPOLITAN CHICAGO: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
JEWISH UNITED FUND OF METROPOLITAN CHICAGO (EIN 36-2167034)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-13
IRS object ID
201723179349302727
Schema version
2016v3.0
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)
Return2017-11-13T10:55:51-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-11-13SignatureDt
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 Address108.171.131.187IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-13IPDt
IP Tm10:44:39IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id4B8E1423B9F197D509CCF13AB357181C17C415CBAtSubmissionCreationDeviceId
At Submission Filing Device IdE8306AB20C0160E8154E0B2ED0E8D71D75EF1DFEAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

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$115,439,348GrossReceiptsAmt
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 Independent88VotingMembersIndependentCnt
Total Employee552TotalEmployeeCnt
Total Volunteers14036TotalVolunteersCnt
Total Gross UBI$714,072TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$85,263,286PYContributionsGrantsAmt
CY Contributions Grants$102,074,049CYContributionsGrantsAmt
PY Program Service Revenue$8,318,816PYProgramServiceRevenueAmt
CY Program Service Revenue$7,174,268CYProgramServiceRevenueAmt
PY Investment Income$2,494,339PYInvestmentIncomeAmt
CY Investment Income$1,387,791CYInvestmentIncomeAmt
PY Other Revenue-$470,632PYOtherRevenueAmt
CY Other Revenue-$431,131CYOtherRevenueAmt
PY Total Revenue$95,605,809PYTotalRevenueAmt
CY Total Revenue$110,204,977CYTotalRevenueAmt
PY Grants And Similar Paid$76,604,951PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$73,518,098CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$13,999,317PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$13,924,481CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$48,087PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$48,087CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$7,048,241CYTotalFundraisingExpenseAmt
PY Other Expenses$12,610,552PYOtherExpensesAmt
CY Other Expenses$11,465,824CYOtherExpensesAmt
PY Total Expenses$103,262,907PYTotalExpensesAmt
CY Total Expenses$98,956,490CYTotalExpensesAmt
PY Revenues Less Expenses-$7,657,098PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$11,248,487CYRevenuesLessExpensesAmt
Total Assets BOY$170,131,853TotalAssetsBOYAmt
Total Assets EOY$189,293,754TotalAssetsEOYAmt
Total Liabilities BOY$95,739,225TotalLiabilitiesBOYAmt
Total Liabilities EOY$103,451,081TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$74,392,628NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$85,842,673NetAssetsOrFundBalancesEOYAmt
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$37,720,158ExpenseAmt
Grant$37,720,158GrantAmt
Revenue$619,343RevenueAmt
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:2016 IMPACT: PROVIDING HUMAN SERVICESLocal- 561,703 meals, food bags and grocery cards were delivered to needy local Jews.- 2,840 households received more than $3.7 million in emergency financial assistance to pay for housing, healthcare and other critical expenses.- 525 workers secured paid jobs.- 1,194 impoverished Jews received life-preserving prescription medications.- 46,932 individuals received free or highly-subsidized mental and physical healthcare.- 3,399 seniors received services enabling them to stay in their homes.- 531 low-income families received free or subsidized legal assistance.- 1,201 Holocaust survivors maximized their independence through in-home services, emergency financial assistance, group support, advocacy and socialization.- 1,658 children and 954 adults with disabilities received intensive therapeutic services and education. 2016 IMPACT: CREATING JEWISH EXPERIENCES- 21,844 children and youth engaged in Jewish learning and built stronger Jewish identities through formal and informal Jewish educational experiences.- 73% of Jewish day school students received scholarships and/or tuition assistance.- 3,091 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.- 1,261 children received nearly $950,000 in scholarships for Jewish summer camp experiences.- 8,460 young Jews from Russia and other Eastern European countries built stronger Jewish and Zionist identities through a Jewish camping experience.- 752 children received $1.7 million in financial assistance or subsidies for Jewish early childhood educational experiences.- 7,214 families with young children received free, monthly Jewish books and music through JUF's PJ Library program.- 1,045 families with children ages 7-11 received free monthly Jewish books through the new PJ Our Way program. - 1,977 Chicago families with 2,768 young children participated in "JUF Young Families" programs, exploring Jewish life through arts & crafts, storytelling and holiday celebrations.- 495 Jewish parents received jBaby "swag" bags of Jewish gifts for their newborns.- 1,798 Jewish young adults went on free trips to Israel courtesy of JUF Birthright Israel, strengthening their connection to the Jewish homeland.- 765 youth received JUF-supported scholarships that helped them afford pivotal educational experiences in Israel.2016 IMPACT: STRENGTHENING COMMUNITY CONNECTIONS- 2,293 teens gained knowledge and skills to better articulate support for Israel through JUF-supported programs in local high schools and Jewish summer camp.- 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.- 47 participants from area high schools engaged in Write-On for Israel, an intensive, two-year Israel advocacy training program for upperclassmen. - 4,030 college students participated in Jewish life on Illinois campuses.- Nearly 2,000 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.- 5,574 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. - 595 teens made a difference in the lives of poor Jews, seniors and people with disabilities through JUF-sponsored volunteer services.- 872 teens furthered their connection and engagement in Chicago's Jewish community through JUF leadership programming.- 7,271 young Jewish adults attended 379 events focused on engaging the next generation.- 97,937 visitors came to Oy!Chicago, the outreach blog for unaffiliated local twenty- and thirty-somethings.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$37,164,484ExpenseAmt
Grant$35,650,798GrantAmt
Revenue$1,372,603RevenueAmt
DescAllocations (Overseas) - Through its allocation to JFNA, JUF supports services to nearly 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:- 22,000 immigrants were assisted with job preparation and placement, language skills, housing and socialization programming to help them integrate into Israeli society- 31,194 Jews from across the world began new lives of freedom in Israel - including a record-breaking 7,900 from France- 7,300 Ukrainian Jews made aliyah in calendar 2016, representing fully 11% of the country's Jewish populationServices to Strengthen At-risk Israeli Families and Communities:- 22,100 disadvantaged Israeli students were immersed in educational opportunities designed to close the socioeconomic gap and ensure their future success, and 2,400 disadvantaged Israelis received scholarships for higher education and vocational trainingGlobal Jewish Community Services:- 122,729 impoverished elderly throughout Russia and other Eastern European countries received food, medicine and heating fuel to sustain them.- 19,620 poor children in these countries also received life-sustaining food, medicine and financial assistance.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$622,096ExpenseAmt
Revenue$31,006RevenueAmt
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)

ExpenseExpenseAmtGrantGrantAmtRevenueRevenueAmtDescDesc
$588,143$14,800$276,254Budget 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.
$819,374$714,072JUF 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.
$645,432$11,699Communications: 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.
$4,247,360$132,342$4,149,291Israel 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$6,300,309TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$147,142TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$5,151,316TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$81,807,047TotalProgramServiceExpensesAmt
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 MemYes (1)BusinessRlnWithFamMemInd
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 Document52IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee552EmployeeCnt
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 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 (106 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
Steven B Nasatir PhD
President38.0012.00Yes (X)$453,718$151,239$83,286
David Brief
Chief Investment Officer50.000.00$553,523$0$33,697Yes (X)
David S Rosen
Senior Vice President - Endowments10.0040.00Yes (X)$0$339,337$181,437
Michael Tarnoff
Senior VP - Project Management10.0010.00Yes (X)$191,755$191,755$18,231
Louis Lazovsky
Vice President - Human Resources40.0010.00$183,742$45,936$132,785Yes (X)
Jay Tcath
Executive Vice President25.0025.00Yes (X)$137,691$143,312$67,254
Adina Torchman
Assoc. VP-Fin. Resource Development40.000.00$171,644$0$122,504Yes (X)
Joseph Salcik
Former VP - Technology32.008.00$200,959$50,240$33,030Yes (X)
David S Rubovits PhD
Senior VP - Planning & Allocations39.0011.00Yes (X)$172,855$51,632$58,068
Boaz Blumovitz
Chief Financial Officer22.5027.50Yes (X)$258,982$0$14,925
James Rosenberg
Chief of Staff40.0010.00Yes (X)$222,816$0$37,450
James A Pinkston
Vice President - Accounting20.0030.00Yes (X)$174,965$58,322$20,742
Peter Chiswick
Controller, Jewish Fed. of Metro Chicago25.0025.00Yes (X)$164,656$8,666$78,608
David Prystowsky
Vice President - Campaign50.000.00Yes (X)$196,476$0$21,155
Deborah Covington
VP, Planning & Allocations25.0025.00Yes (X)$136,420$21,109$57,922
Dovid Grinker
Project Manager40.000.00$176,965$0$34,307Yes (X)
Alan B Polansky
Senior Director of Investments40.000.00$184,369$0$19,463Yes (X)
Stuart Spector
Vice President - Campaign40.000.00$169,206$0$31,918Yes (X)
Jeffrey L Cohen
Senior Development Advisor6.0014.00$45,784$97,292$23,544Yes (X)
Kedar Potdar
Vice President - Technology50.000.00$161,639$0$11,421Yes (X)
Rachel Sternberg
Past Senior VP - Campaign49.001.00Yes (X)$38,189$96,000$19,485
Audra Berg
VP, Leadership Engagement & Board Relations8.5041.50Yes (X)$22,433$106,195$14,746
Michael H Zaransky
Chairman10.0010.00Yes (X)$0$0$0Yes (X)
Caryn Rosen Adelman
Vice Chairman5.005.00Yes (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)
King W Harris
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)
Harry Seigle
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)
Avrum Weinfeld
Vice Chairman5.005.00Yes (X)$0$0$0Yes (X)
Andrea R Yablon
Vice Chairman5.005.00Yes (X)$0$0$0Yes (X)
Linda Schottenstein Fisher
Treasurer5.005.00Yes (X)$0$0$0Yes (X)
Marc Roth
Assistant Treasurer5.005.00Yes (X)$0$0$0Yes (X)
Marcie B Hemmelstein
Secretary5.005.00Yes (X)$0$0$0Yes (X)
Joseph Wolf
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)
Harvey J Barnett
Director0.500.50$0$0$0Yes (X)
Gita Berk
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)
David T Brown
Director0.500.50$0$0$0Yes (X)
Scott I Canel
Director0.500.50$0$0$0Yes (X)
Mark Chudacoff
Director0.500.50$0$0$0Yes (X)
Joshua K Daitch
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)
Michael T Fishman
Director0.500.50$0$0$0Yes (X)
Jason Friedman
Director0.500.50$0$0$0Yes (X)
Linda B Ginsburg
Director0.500.50$0$0$0Yes (X)
David Goldenberg
Director0.500.50$0$0$0Yes (X)
David Golder
Director0.500.50$0$0$0Yes (X)
Dana Gordon
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)
Cindy Kaplan
Director0.500.50$0$0$0Yes (X)
Deborah Schrayer Karmin
Director0.500.50$0$0$0Yes (X)
Ann-Louise Kleper
Director0.500.50$0$0$0Yes (X)
Frances H Krasnow
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)
Steven H Lavin
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)
Rabbi Steven S Lowenstein
Director0.500.50$0$0$0Yes (X)
Hon Sidney H Mathias
Director0.500.50$0$0$0Yes (X)
Lee I Miller
Director0.500.50$0$0$0Yes (X)
Jason L Peltz
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)
Elliott 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)
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)
Steve Schreiber
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)
Marc Spellman
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)
Rabbi Carl Wolkin
Director0.500.50$0$0$0Yes (X)
Jane Cadden Lederman
Ex-Officio0.500.50$0$0$0Yes (X)
Jodi Berkman
Ex-Officio0.500.50$0$0$0Yes (X)
Rachel Stein
Ex-Officio0.500.50$0$0$0Yes (X)
Orly Henry
Ex-Officio0.500.50$0$0$0Yes (X)
Katie Berger
Ex-Officio0.500.50$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$4,018,787TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,361,035TotReportableCompRltdOrgAmt
Total Other Compensation$1,115,978TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K42IndivRcvdGreaterThan100KCnt
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
Washington Speakers Bureau
1663 Prince StreetAlexandriaVA22314Speakers' Agency$509,761
AV Chicago Inc
619 Taylor StreetChicagoIL60607Audio Visual Services$443,179
Gil Travel
1511 Walnut StreetPhiladelphiaPA19102Travel Consulting and Booking$368,111
Mittera Wisconsin LLC
PO Box 310471Des MoinesIA50331Publications/JUF News Printing$319,113
RSM US LLP
1 S Wacker Drive Suite 800ChicagoIL60606Auditing Services$240,600
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K13CntrctRcvdGreaterThan100KCnt
All Other Contributions$102,074,049AllOtherContributionsAmt
Noncash Contributions$6,788,114NoncashContributionsAmt
Total Contributions$102,074,049TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Program Fees561000$3,739,895$3,739,895
Service Fees561000$2,720,301$2,720,301
JUF News Advertising541800$714,072$714,072
FieldValueIRS element (for citing)
Total Program Service Revenue$7,174,268TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$26,888TotalRevenueColumnAmt
Exclusion$26,888ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,460,660SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$4,099,757SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,360,903SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,360,903TotalRevenueColumnAmt
Exclusion$1,360,903ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$703,483FundraisingGrossIncomeAmt
Fundraising Direct Expenses$1,134,614FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$431,131TotalRevenueColumnAmt
Exclusion-$431,131ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$110,204,977TotalRevenueColumnAmt
Related Or Exempt Func Income$6,460,196RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$714,072UnrelatedBusinessRevenueAmt
Exclusion$956,660ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$73,518,098TotalAmt
Program Services$73,518,098ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,109,181TotalAmt
Program Services$878,789ProgramServicesAmt
Management And General$1,355,761ManagementAndGeneralAmt
Fundraising$874,631FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$44,899TotalAmt
Management And General$44,899ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$7,508,069TotalAmt
Program Services$2,122,104ProgramServicesAmt
Management And General$3,273,899ManagementAndGeneralAmt
Fundraising$2,112,066FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,890,411TotalAmt
Program Services$730,896ProgramServicesAmt
Management And General$1,541,532ManagementAndGeneralAmt
Fundraising$617,983FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$223,152TotalAmt
Program Services$61,802ProgramServicesAmt
Management And General$99,874ManagementAndGeneralAmt
Fundraising$61,476FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$148,769TotalAmt
Program Services$41,202ProgramServicesAmt
Management And General$66,583ManagementAndGeneralAmt
Fundraising$40,984FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$398,880TotalAmt
Program Services$393,079ProgramServicesAmt
Management And General$5,801ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$119,458TotalAmt
Program Services$3,626ProgramServicesAmt
Management And General$115,406ManagementAndGeneralAmt
Fundraising$426FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$110,000TotalAmt
Program Services$9,300ProgramServicesAmt
Management And General$100,700ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$48,087TotalAmt
Fundraising$48,087FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$327,605TotalAmt
Program Services$114,957ProgramServicesAmt
Management And General$204,929ManagementAndGeneralAmt
Fundraising$7,719FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$20,962TotalAmt
Program Services$8,931ProgramServicesAmt
Fundraising$12,031FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,824,804TotalAmt
Program Services$1,111,621ProgramServicesAmt
Management And General$321,205ManagementAndGeneralAmt
Fundraising$391,978FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$622,301TotalAmt
Program Services$90,394ProgramServicesAmt
Management And General$480,246ManagementAndGeneralAmt
Fundraising$51,661FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,542,892TotalAmt
Program Services$307,894ProgramServicesAmt
Management And General$854,722ManagementAndGeneralAmt
Fundraising$380,276FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$174,443TotalAmt
Program Services$79,112ProgramServicesAmt
Management And General$32,160ManagementAndGeneralAmt
Fundraising$63,171FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$21,057TotalAmt
Program Services$21,057ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$290,081TotalAmt
Program Services$97,743ProgramServicesAmt
Management And General$135,282ManagementAndGeneralAmt
Fundraising$57,056FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$422,777TotalAmt
Program Services$168,599ProgramServicesAmt
Management And General$254,178ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,649,563TotalAmt
Program Services$233,661ProgramServicesAmt
Management And General$960,600ManagementAndGeneralAmt
Fundraising$455,302FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$72,607TotalAmt
Management And General$72,607ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
Events-Before Income$1,780,491$31,673$1,748,818
Missions-Before Income$1,637,062$1,637,062
Program Supplies$87,064$40,819$46,245
Staff Recruitment$75,920$28,774$29,458$17,688

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$287,857TotalAmt
Program Services$75,854ProgramServicesAmt
Management And General$163,130ManagementAndGeneralAmt
Fundraising$48,873FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$98,956,490TotalAmt
Program Services$81,807,047ProgramServicesAmt
Management And General$10,101,202ManagementAndGeneralAmt
Fundraising$7,048,241FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$5,685,090BOYAmt
EOY$29,872,728EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$49,991,474BOYAmt
EOY$44,193,799EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$685,231BOYAmt
EOY$679,687EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$3,084,876BOYAmt
EOY$3,069,064EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$16,502,780LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$9,960,356LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$7,709,169BOYAmt
EOY$6,542,424EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$74,910,801BOYAmt
EOY$75,250,043EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$28,065,212BOYAmt
EOY$29,686,009EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$170,131,853BOYAmt
EOY$189,293,754EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,427,237BOYAmt
EOY$2,617,923EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$41,496,740BOYAmt
EOY$45,384,934EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,367,625BOYAmt
EOY$1,134,151EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$50,447,623BOYAmt
EOY$54,314,073EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$95,739,225BOYAmt
EOY$103,451,081EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$19,337,593BOYAmt
EOY$36,764,582EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$42,975,492BOYAmt
EOY$36,998,548EOYAmt

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$74,392,628BOYAmt
EOY$85,842,673EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$170,131,853BOYAmt
EOY$189,293,754EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$11,248,487ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,125,961NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$924,403OtherChangesInNetAssetsAmt
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$83,932,885CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$88,047,967CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$97,932,241CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$85,263,286CurrentTaxYearMinus1YearAmt
Current Tax Year$102,074,049CurrentTaxYearAmt
Total$457,250,428TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$83,932,885CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$88,047,967CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$97,932,241CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$85,263,286CurrentTaxYearMinus1YearAmt
Current Tax Year$102,074,049CurrentTaxYearAmt
Total$457,250,428TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$41,927,505SubstantialContributorsTotAmt
Public Support Total170$415,322,923PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$464,594CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$454,849CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$826,443CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$68,078CurrentTaxYearMinus1YearAmt
Current Tax Year$26,888CurrentTaxYearAmt
Total$1,840,852TotalAmt
FieldValueIRS element (for citing)
Total Support$459,091,280TotalSupportAmt
Gross Receipts Rltd Activities$33,682,035GrossReceiptsRltdActivitiesAmt
Public Support CY1700.90470PublicSupportCY170Pct
Public Support PY1700.93060PublicSupportPY170Pct
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$30MailingsMembersAmt
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$13,790DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$13,820TotalLobbyingExpendituresAmt
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 2016: 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$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$59,429,027BeginningYearBalanceAmt
Contributions$5,888,038ContributionsAmt
Investment Earnings Or Losses$4,798,907InvestmentEarningsOrLossesAmt
Other Expenditures$4,629,861OtherExpendituresAmt
End Year Balance$65,486,111EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.78340BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.17100PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.04560TermEndowmentBalanceEOYPct
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$16,457,016OtherCostOrOtherBasisAmt
Depreciation$9,955,591DepreciationAmt
Book Value$6,501,425BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$45,764OtherCostOrOtherBasisAmt
Depreciation$4,765DepreciationAmt
Book Value$40,999BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$6,542,424TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
State of Israel Bonds$63,716F
Investment in Life Insurance Policies$3,566,282F
Other Investments$139,249F
JFMC Pooled Endowment Portfolio, LLC$71,480,796F
FieldValueIRS element (for citing)
Total Book Value Securities$75,250,043TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
Due from Participating Employers for Pension Benefits$29,580,350
Due from JFMC Facilities Corporation$105,659
FieldValueIRS element (for citing)
Total Book Value Other Assets$29,686,009TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Liability for Pension Benefits$50,441,863
Due to Jewish Federation of Metropolitan Chicago$3,872,210
FieldValueIRS element (for citing)
Total Liability$54,314,073TotalLiabilityAmt
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, 2016, 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 2013.

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$456,791RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees4SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office1TotalOfficeCnt
Total Employee4TotalEmployeeCnt
Subtotal Spent$456,791SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$456,791TotalSpentAmt
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$171,848GrossReceiptsAmt
Retained By Contractor$35,628RetainedByContractorAmt
Net To Organization$136,220NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$171,848TotalGrossReceiptsAmt
Total Retained By Contractors$35,628TotalRetainedByContractorsAmt
Total Net To Organization$136,220TotalNetToOrganizationAmt
Licensed StatesILLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1The Vanguard DinnerEvent1Nm
Gross Receipts Event1$367,118GrossReceiptsEvent1Amt
Gross Revenue Event1$367,118GrossRevenueEvent1Amt
Rent Facility Costs Event1$49,951RentFacilityCostsEvent1Amt
Food And Beverage Event1$159,706FoodAndBeverageEvent1Amt
Entertainment Event1$154,146EntertainmentEvent1Amt
Other Direct Expenses Event1$19,928OtherDirectExpensesEvent1Amt
Event2YLD Big EventEvent2Nm
Gross Receipts Event2$186,470GrossReceiptsEvent2Amt
Gross Revenue Event2$186,470GrossRevenueEvent2Amt
Rent Facility Costs Event2$63,038RentFacilityCostsEvent2Amt
Food And Beverage Event2$250,626FoodAndBeverageEvent2Amt
Entertainment Event2$107,103EntertainmentEvent2Amt
Other Direct Expenses Event2$18,834OtherDirectExpensesEvent2Amt
Other Events Total11OtherEventsTotalCnt
Gross Receipts Other Events$149,895GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$149,895GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$32,986RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$136,460FoodAndBeverageOtherEventsAmt
Entertainment Other Events$118,397EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$23,439OthDirectExpnssOtherEventsAmt
Gross Receipts Total$703,483GrossReceiptsTotalAmt
Gross Revenue Total Events$703,483GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$145,975RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$546,792FoodAndBeverageTotalEventsAmt
Entertainment Total Events$379,646EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$62,201OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$1,134,614DirectExpenseSummaryEventsAmt
Net Income Summary-$431,131NetIncomeSummaryAmt

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 2016 Jewish United Fund annual campaign, which raised over $84 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)$36,484,005To support a range of nonprofit organizations which address humanitarian, health and welfare needs.
Jewish Federations of North America
25 BroadwayNew YorkNY10004131624240501(c)(3)$35,650,798Regular campaign and Israel emergency campaign
American Committee for the Weizmann Institute of Science
633 Third AvenueNew YorkNY10017131623886501(c)(3)$25,000General Operations
The Ark
6450 N California AvenueChicagoIL60645237164967501(c)(3)$44,189General Operations
Jewish Community Centers of Chicago
30 S Wells StreetChicagoIL60606362167758501(c)(3)$167,300EZRA and Other Programming
CJE Senior Life
3003 W Touhy AvenueChicagoIL60645362727597501(c)(3)$114,750General Operations
Ida Crown Jewish Academy
8233 Central Park AvenueSkokieIL60076362167009501(c)(3)$100,000General Operations
Hebrew Theological College
7135 Carpenter RoadSkokieIL60077362167095501(c)(3)$150,000General Operations
Associated Talmud Torahs
3531 Madison StreetSkokieIL60076362169123501(c)(3)$18,600General Operations
Arie Crown Hebrew Day School
4600 Main StreetSkokieIL60076362129620501(c)(3)$100,000General Operations
Jewish Child & Family Services
216 W Jackson Boulevard Suite 800ChicagoIL60606362167757501(c)(3)$168,067General Operations
Maot Chitim
7366 N Lincoln AvenueLincolnwoodIL60712363398501501(c)(3)$22,500General Operations
Jewish Federation of Palm Beach County
4601 Community DriveWest Palm BeachFL33417590948696501(c)(3)$104,000General Operations
Jewish Federation of South Palm Beach County
9901 Donna Klein BoulevardBoca RatonFL33428591944109501(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
Birthright Israel Foundation
33 E 33rd Street 7th FloorNew YorkNY10036134092050501(c)(3)$27,500General Operations
Solomon Schechter Day School
3210 Dundee RoadNorthbrookIL60062362493769501(c)(3)$6,800General Operations
Mount Sinai Medical Center
1500 S California AvenueChicagoIL60608361509000501(c)(3)$6,564General Operations
Secure Community Network
25 BroadwayNew YorkNY10004201437733501(c)(3)$10,000General Operations
ORT America - Chicago Chapter
3701 Commerical Avenue 13NorthbrookIL60062135562424501(c)(3)$12,739General Operations
HIAS Chicago
216 W Jackson Boulevard Suite 700ChicagoIL60606362167094501(c)(3)$10,939General 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)
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 PaymentYes (1)SeverancePaymentInd
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 (21 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$395,991$131,997$0$0$57,727$19,242$47,360$15,787$15,495$5,165$516,573$172,191$0$0
David Brief
Chief Investment Officer$408,720$0$105,000$0$39,803$0$26,878$0$7,596$0$587,997$0$0$0
David S Rosen
Senior Vice President - Endowments$0$322,572$0$0$0$16,765$0$171,051$0$11,163$0$521,551$0$0
Michael Tarnoff
Senior VP - Project Management$130,067$130,067$0$0$61,688$61,688$5,075$5,075$4,301$4,301$201,131$201,131$0$0
Louis Lazovsky
Vice President - Human Resources$181,404$45,351$0$0$2,338$585$98,309$24,577$8,541$2,135$290,592$72,648$0$0
Jay Tcath
Executive Vice President$137,419$143,028$0$0$272$284$28,372$29,531$4,963$5,165$171,026$178,008$0$0
Adina Torchman
Assoc. VP-Fin. Resource Development$169,713$0$0$0$1,931$0$115,636$0$7,416$0$294,696$0$0$0
Joseph Salcik
Former VP - Technology$45,328$11,332$0$0$155,631$38,908$18,515$4,629$7,924$1,981$227,398$56,850$0$0
David S Rubovits PhD
Senior VP - Planning & Allocations$172,438$51,507$0$0$417$125$37,354$11,158$7,940$2,372$218,149$65,162$0$0
Boaz Blumovitz
Chief Financial Officer$258,866$0$0$0$116$0$5,229$0$10,473$0$274,684$0$0$0
James Rosenberg
Chief of Staff$222,708$0$0$0$108$0$36,950$0$1,236$0$261,002$0$0$0
James A Pinkston
Vice President - Accounting$174,965$58,322$0$0$0$0$8,037$2,679$8,102$2,701$191,104$63,702$0$0
Peter Chiswick
Controller, Jewish Fed. of Metro Chi$162,666$8,561$0$0$1,990$105$66,943$3,523$8,290$436$239,889$12,625$0$0
David Prystowsky
Vice President - Campaign$196,476$0$0$0$0$0$15,129$0$6,046$0$217,651$0$0$0
Deborah Covington
VP, Planning & Allocations$136,420$21,109$0$0$0$0$49,727$7,695$450$70$186,597$28,874$0$0
Dovid Grinker
Project Manager$110,331$0$0$0$66,634$0$28,075$0$6,613$0$211,653$0$0$0
Alan B Polansky
Senior Director of Investments$184,369$0$0$0$0$0$10,489$0$9,604$0$204,462$0$0$0
Stuart Spector
Vice President - Campaign$169,134$0$0$0$72$0$25,071$0$7,418$0$201,695$0$0$0
Jeffrey L Cohen
Senior Development Advisor$44,699$94,986$0$0$1,085$2,306$6,542$13,902$1,141$2,424$53,467$113,618$0$0
Kedar Potdar
Vice President - Technology$161,639$0$0$0$0$0$1,744$0$10,278$0$173,661$0$0$0
Rachel Sternberg
Past Senior VP - Campaign$38,189$96,000$0$0$0$0$18,870$0$635$0$57,694$96,000$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. During 2016, JUF purchased airline tickets for the President's wife, who accompanied him on business trips. The cost of the airfare was $2,173.
Part I, Lines 4a-bLine 4a: Joseph Salcik received a severance payment that has been properly reported on Schedule J, Part II. Dovid Grinker received a severance payment that has been properly reported on Schedule J, Part II. Line 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 2016, Steven Nasatir received payments totaling $79,320 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 has 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, 2016, Mr. Brief is 30% vested in the account balance. An additional 10% will become vested each year thereafter so long as he is employed by Jewish United Fund. Mr. Brief or his beneficiary is eligible to receive a lump sum cash payment from the account on the earliest of the following events: 1) his death, 2) if he becomes disabled, 3) the termination of his employment with Jewish United Fund or 4) January 1, 2033.
Part I, Line 7David Brief's bonus is determined by the Jewish United Fund based upon an annual evaluation form that includes both quantitative and qualitative factors.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Naomi TaylorBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionDaughter-in-law of Director, Bruce TaylorRelationshipDescriptionTxt
Transaction$76,100TransactionAmt
TransactionNaomi Taylor, who is Bruce Taylor's daughter-in-law, served as a JUF employee during 2016 and received compensation.TransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1049ContributionCnt
Noncash Contributions Rpt F990$6,788,114NoncashContributionsRptF990Amt
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 family and 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, Overall Planning and Allocations (Budget) Committee Chairman and outside legal counsel. 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 -84,322. Unexpended prior year allocations payable 205,260. Other Non-Operating Activity -1,045,341.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (44 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
Community Foundation for Jewish Education of Metropolitan Chicago
30 South Wells Suite 4049ChicagoIL60606363918897Supporting 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 (24)
Charitable TrustILJewish Federation of Metropolitan ChicagoT0
Charitable Remainder Annuity Trusts (7)
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