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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-13T10:55:51-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 S Wacker Drive Ste 800 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362167034 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jewish United Fund of Metropolitan | BusinessNameLine1Txt |
| Business Name Line2 | Chicago | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 3123574790 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 South Wells No 4049 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James A Pinkston | PersonNm |
| Person Title | Vice President of Accounting | PersonTitleTxt |
| Phone | 3123574790 | PhoneNum |
| Signature | 2017-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Zack Fortsch | PreparerPersonNm |
| PTIN | P00052725 | PTIN |
| Phone | 3126343400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.131.187 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-13 | IPDt |
| IP Tm | 10:44:39 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4B8E1423B9F197D509CCF13AB357181C17C415CB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E8306AB20C0160E8154E0B2ED0E8D71D75EF1DFE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Steven B Nasatir | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 South Wells No 4049 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $115,439,348 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.JUF.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1949 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | JUF is the Chicago Jewish community's central philanthropy, funding wide-ranging services. | ActivityOrMissionDesc |
| Voting Members Governing Body | 90 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 88 | VotingMembersIndependentCnt |
| Total Employee | 552 | TotalEmployeeCnt |
| Total Volunteers | 14036 | TotalVolunteersCnt |
| Total Gross UBI | $714,072 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $85,263,286 | PYContributionsGrantsAmt |
| CY Contributions Grants | $102,074,049 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,318,816 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,174,268 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,494,339 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,387,791 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$470,632 | PYOtherRevenueAmt |
| CY Other Revenue | -$431,131 | CYOtherRevenueAmt |
| PY Total Revenue | $95,605,809 | PYTotalRevenueAmt |
| CY Total Revenue | $110,204,977 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $76,604,951 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $73,518,098 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,999,317 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,924,481 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $48,087 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $48,087 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,048,241 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $12,610,552 | PYOtherExpensesAmt |
| CY Other Expenses | $11,465,824 | CYOtherExpensesAmt |
| PY Total Expenses | $103,262,907 | PYTotalExpensesAmt |
| CY Total Expenses | $98,956,490 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$7,657,098 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $11,248,487 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $170,131,853 | TotalAssetsBOYAmt |
| Total Assets EOY | $189,293,754 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $95,739,225 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $103,451,081 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $74,392,628 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $85,842,673 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | JUF provides critical resources that bring food, refuge, health care, education and emergency assistance to over 500,000 Chicagoans of all faiths and millions of Jews in Israel and around the world, funding a network of nearly 70 agencies and programs. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $37,720,158 | ExpenseAmt |
| Grant | $37,720,158 | GrantAmt |
| Revenue | $619,343 | RevenueAmt |
| Desc | Allocations (Local) - The Jewish United Fund of Metropolitan Chicago (JUF) conducts fundraising activities by means of annual calendar year campaigns and makes allocations to Jewish Federation of Metropolitan Chicago (JF) and Jewish Federations of North America (JFNA). Through its allocation to JF, JUF supports various nonprofit organizations in the Chicago area that provide assistance to people of all faiths, including hot meals and groceries, utility and rent assistance, prescriptions and medical care for impoverished families; job training and placement for people who are out of work; multi-faceted, specialized support services for people with disabilities; support services for Holocaust survivors; assisted living, specialized Alzheimer's care and transportation for seniors; respite services for caregivers of frail seniors and people with disabilities; counseling, prevention and intervention services for troubled teens; and an entire continuum of prevention and therapeutic services for individuals and families in crisis.Because the Jewish United Fund of Metropolitan Chicago and the Jewish Federation of Metropolitan Chicago are so closely linked in numerous ways (combined Board of Directors, shared professional staff, shared office space, etc.), and because JUF provides an annual, multi-million dollar allocation to the Jewish Federation, we measure and report our program and service results jointly for the combined JUF/Federation enterprise, which are summarized below: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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $37,164,484 | ExpenseAmt |
| Grant | $35,650,798 | GrantAmt |
| Revenue | $1,372,603 | RevenueAmt |
| Desc | Allocations (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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $622,096 | ExpenseAmt |
| Revenue | $31,006 | RevenueAmt |
| Desc | Community Relations - Through its support of the Jewish Community Relations Council (JCRC), JUF coordinates the collective policies and programs among 43 constituent Jewish organizations active in public affairs/community relations work. JCRC educates and mobilizes the Jewish community for action through JUF and those constituent groups on internal and domestic issues ranging from Israel advocacy to combatting anti-Semitism, and works to strengthen our community's intergroup relations (interfaith, interethnic, etc.). JCRC activities and engagement take place with the media, campuses, government, foreign diplomats and religious and civic leaders. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $588,143 | $14,800 | $276,254 | Budget 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 | $714,072 | JUF 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 | $11,699 | Communications: 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 | $4,149,291 | Israel office and other programs: The organization maintains a small office in Israel with four employees. The Israel office expense and employee salaries are paid to Jewish Federations of North America, which is based in New York, and is the umbrella organization for all Jewish Federations in North America. The Israel office coordinates educational missions and monitors Israeli programs that are funded by JUF. JUF coordinates missions to Israel, Russia, Poland and various other countries in order to give donors the opportunity to travel with other Chicagoans to Jewish communities all over the world and see JUF dollars at work. The missions also allow individuals to visit with people who live in Israel and other countries, explore family roots and learn about worldwide Jewish culture. Missions give participants the opportunity to see first-hand what can be accomplished by the Jewish people when our energy and resources are operating at full capacity. JUF pays for certain mission travel expenses and then participants reimburse JUF for the costs. The revenue and expenses of missions are reported on the 990 on a gross basis. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $6,300,309 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $147,142 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $5,151,316 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $81,807,047 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 52 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 552 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 90 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 88 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James A Pinkston | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3123574790 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 South Wells Ste 4049 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (106 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Steven B Nasatir PhD | ||||||||||
| President | 38.00 | 12.00 | Yes (X) | $453,718 | $151,239 | $83,286 | ||||
| David Brief | ||||||||||
| Chief Investment Officer | 50.00 | 0.00 | $553,523 | $0 | $33,697 | Yes (X) | ||||
| David S Rosen | ||||||||||
| Senior Vice President - Endowments | 10.00 | 40.00 | Yes (X) | $0 | $339,337 | $181,437 | ||||
| Michael Tarnoff | ||||||||||
| Senior VP - Project Management | 10.00 | 10.00 | Yes (X) | $191,755 | $191,755 | $18,231 | ||||
| Louis Lazovsky | ||||||||||
| Vice President - Human Resources | 40.00 | 10.00 | $183,742 | $45,936 | $132,785 | Yes (X) | ||||
| Jay Tcath | ||||||||||
| Executive Vice President | 25.00 | 25.00 | Yes (X) | $137,691 | $143,312 | $67,254 | ||||
| Adina Torchman | ||||||||||
| Assoc. VP-Fin. Resource Development | 40.00 | 0.00 | $171,644 | $0 | $122,504 | Yes (X) | ||||
| Joseph Salcik | ||||||||||
| Former VP - Technology | 32.00 | 8.00 | $200,959 | $50,240 | $33,030 | Yes (X) | ||||
| David S Rubovits PhD | ||||||||||
| Senior VP - Planning & Allocations | 39.00 | 11.00 | Yes (X) | $172,855 | $51,632 | $58,068 | ||||
| Boaz Blumovitz | ||||||||||
| Chief Financial Officer | 22.50 | 27.50 | Yes (X) | $258,982 | $0 | $14,925 | ||||
| James Rosenberg | ||||||||||
| Chief of Staff | 40.00 | 10.00 | Yes (X) | $222,816 | $0 | $37,450 | ||||
| James A Pinkston | ||||||||||
| Vice President - Accounting | 20.00 | 30.00 | Yes (X) | $174,965 | $58,322 | $20,742 | ||||
| Peter Chiswick | ||||||||||
| Controller, Jewish Fed. of Metro Chicago | 25.00 | 25.00 | Yes (X) | $164,656 | $8,666 | $78,608 | ||||
| David Prystowsky | ||||||||||
| Vice President - Campaign | 50.00 | 0.00 | Yes (X) | $196,476 | $0 | $21,155 | ||||
| Deborah Covington | ||||||||||
| VP, Planning & Allocations | 25.00 | 25.00 | Yes (X) | $136,420 | $21,109 | $57,922 | ||||
| Dovid Grinker | ||||||||||
| Project Manager | 40.00 | 0.00 | $176,965 | $0 | $34,307 | Yes (X) | ||||
| Alan B Polansky | ||||||||||
| Senior Director of Investments | 40.00 | 0.00 | $184,369 | $0 | $19,463 | Yes (X) | ||||
| Stuart Spector | ||||||||||
| Vice President - Campaign | 40.00 | 0.00 | $169,206 | $0 | $31,918 | Yes (X) | ||||
| Jeffrey L Cohen | ||||||||||
| Senior Development Advisor | 6.00 | 14.00 | $45,784 | $97,292 | $23,544 | Yes (X) | ||||
| Kedar Potdar | ||||||||||
| Vice President - Technology | 50.00 | 0.00 | $161,639 | $0 | $11,421 | Yes (X) | ||||
| Rachel Sternberg | ||||||||||
| Past Senior VP - Campaign | 49.00 | 1.00 | Yes (X) | $38,189 | $96,000 | $19,485 | ||||
| Audra Berg | ||||||||||
| VP, Leadership Engagement & Board Relations | 8.50 | 41.50 | Yes (X) | $22,433 | $106,195 | $14,746 | ||||
| Michael H Zaransky | ||||||||||
| Chairman | 10.00 | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Caryn Rosen Adelman | ||||||||||
| Vice Chairman | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Wendy Berger | ||||||||||
| Vice Chairman | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Maury Fertig | ||||||||||
| Vice Chairman | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| King W Harris | ||||||||||
| Vice Chairman | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Andrew S Hochberg | ||||||||||
| Vice Chairman | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Larry Levy | ||||||||||
| Vice Chairman | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Sanford E Perl | ||||||||||
| Vice Chairman | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Tom Rivkin | ||||||||||
| Vice Chairman | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Harry Seigle | ||||||||||
| Vice Chairman | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Sara Crown Star | ||||||||||
| Vice Chairman | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Pam F Szokol | ||||||||||
| Vice Chairman | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Avrum Weinfeld | ||||||||||
| Vice Chairman | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Andrea R Yablon | ||||||||||
| Vice Chairman | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Linda Schottenstein Fisher | ||||||||||
| Treasurer | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Marc Roth | ||||||||||
| Assistant Treasurer | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Marcie B Hemmelstein | ||||||||||
| Secretary | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Joseph Wolf | ||||||||||
| Assistant Secretary | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Wendy C Abrams | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Jeremy Amster | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Harvey J Barnett | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Gita Berk | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Debbie L Berman | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Robert J Bond | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| David T Brown | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Scott I Canel | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Mark Chudacoff | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Joshua K Daitch | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Moshe Davis | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Bruce I Ettelson | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Michael T Fishman | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Jason Friedman | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Linda B Ginsburg | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| David Goldenberg | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| David Golder | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Dana Gordon | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Hilary Greenberg | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Andrea Grostern | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Joshua B Herz | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Scott Heyman | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Dana Westreich Hirt | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Cindy Kaplan | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Deborah Schrayer Karmin | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Ann-Louise Kleper | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Frances H Krasnow | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Adrienne J Kriezelman | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Rabbi Vernon Kurtz | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Steven H Lavin | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Jennifer Leemis | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Brian J Levinson | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Rabbi Steven S Lowenstein | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Hon Sidney H Mathias | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Lee I Miller | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Jason L Peltz | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Neal H Price | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Paula Resnick | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Joshua Rinkov | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Elliott Robinson | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| David Rosenbaum | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Lisa Rosenkranz | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Avi Rothner | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Gail L Rudo | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Michael J Sacks | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Charlene K Sales | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Julie Dann Schneider | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Max Schrayer | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Steve Schreiber | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Keith J Shapiro | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| David A Sherman | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Kim Shwachman | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Susan B Silver | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Morris Silverman | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Bill Silverstein | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Marc Spellman | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Phyllis Tabachnick | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Bruce Taylor | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Alex Turik | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Marilyn Vender | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Rabbi Carl Wolkin | ||||||||||
| Director | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Jane Cadden Lederman | ||||||||||
| Ex-Officio | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Jodi Berkman | ||||||||||
| Ex-Officio | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Rachel Stein | ||||||||||
| Ex-Officio | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Orly Henry | ||||||||||
| Ex-Officio | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Katie Berger | ||||||||||
| Ex-Officio | 0.50 | 0.50 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,018,787 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,361,035 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,115,978 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 42 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Washington Speakers Bureau | |||||
| 1663 Prince Street | Alexandria | VA | 22314 | Speakers' Agency | $509,761 |
| AV Chicago Inc | |||||
| 619 Taylor Street | Chicago | IL | 60607 | Audio Visual Services | $443,179 |
| Gil Travel | |||||
| 1511 Walnut Street | Philadelphia | PA | 19102 | Travel Consulting and Booking | $368,111 |
| Mittera Wisconsin LLC | |||||
| PO Box 310471 | Des Moines | IA | 50331 | Publications/JUF News Printing | $319,113 |
| RSM US LLP | |||||
| 1 S Wacker Drive Suite 800 | Chicago | IL | 60606 | Auditing Services | $240,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $102,074,049 | AllOtherContributionsAmt |
| Noncash Contributions | $6,788,114 | NoncashContributionsAmt |
| Total Contributions | $102,074,049 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Program Fees | 561000 | $3,739,895 | $3,739,895 | |
| Service Fees | 561000 | $2,720,301 | $2,720,301 | |
| JUF News Advertising | 541800 | $714,072 | $714,072 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,174,268 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,888 | TotalRevenueColumnAmt |
| Exclusion | $26,888 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,460,660 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,099,757 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,360,903 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,360,903 | TotalRevenueColumnAmt |
| Exclusion | $1,360,903 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $703,483 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $1,134,614 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$431,131 | TotalRevenueColumnAmt |
| Exclusion | -$431,131 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $110,204,977 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,460,196 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $714,072 | UnrelatedBusinessRevenueAmt |
| Exclusion | $956,660 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,518,098 | TotalAmt |
| Program Services | $73,518,098 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,109,181 | TotalAmt |
| Program Services | $878,789 | ProgramServicesAmt |
| Management And General | $1,355,761 | ManagementAndGeneralAmt |
| Fundraising | $874,631 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,899 | TotalAmt |
| Management And General | $44,899 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,508,069 | TotalAmt |
| Program Services | $2,122,104 | ProgramServicesAmt |
| Management And General | $3,273,899 | ManagementAndGeneralAmt |
| Fundraising | $2,112,066 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,890,411 | TotalAmt |
| Program Services | $730,896 | ProgramServicesAmt |
| Management And General | $1,541,532 | ManagementAndGeneralAmt |
| Fundraising | $617,983 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,152 | TotalAmt |
| Program Services | $61,802 | ProgramServicesAmt |
| Management And General | $99,874 | ManagementAndGeneralAmt |
| Fundraising | $61,476 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,769 | TotalAmt |
| Program Services | $41,202 | ProgramServicesAmt |
| Management And General | $66,583 | ManagementAndGeneralAmt |
| Fundraising | $40,984 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $398,880 | TotalAmt |
| Program Services | $393,079 | ProgramServicesAmt |
| Management And General | $5,801 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,458 | TotalAmt |
| Program Services | $3,626 | ProgramServicesAmt |
| Management And General | $115,406 | ManagementAndGeneralAmt |
| Fundraising | $426 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,000 | TotalAmt |
| Program Services | $9,300 | ProgramServicesAmt |
| Management And General | $100,700 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,087 | TotalAmt |
| Fundraising | $48,087 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $327,605 | TotalAmt |
| Program Services | $114,957 | ProgramServicesAmt |
| Management And General | $204,929 | ManagementAndGeneralAmt |
| Fundraising | $7,719 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,962 | TotalAmt |
| Program Services | $8,931 | ProgramServicesAmt |
| Fundraising | $12,031 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,824,804 | TotalAmt |
| Program Services | $1,111,621 | ProgramServicesAmt |
| Management And General | $321,205 | ManagementAndGeneralAmt |
| Fundraising | $391,978 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $622,301 | TotalAmt |
| Program Services | $90,394 | ProgramServicesAmt |
| Management And General | $480,246 | ManagementAndGeneralAmt |
| Fundraising | $51,661 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,542,892 | TotalAmt |
| Program Services | $307,894 | ProgramServicesAmt |
| Management And General | $854,722 | ManagementAndGeneralAmt |
| Fundraising | $380,276 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,443 | TotalAmt |
| Program Services | $79,112 | ProgramServicesAmt |
| Management And General | $32,160 | ManagementAndGeneralAmt |
| Fundraising | $63,171 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,057 | TotalAmt |
| Program Services | $21,057 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $290,081 | TotalAmt |
| Program Services | $97,743 | ProgramServicesAmt |
| Management And General | $135,282 | ManagementAndGeneralAmt |
| Fundraising | $57,056 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $422,777 | TotalAmt |
| Program Services | $168,599 | ProgramServicesAmt |
| Management And General | $254,178 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,649,563 | TotalAmt |
| Program Services | $233,661 | ProgramServicesAmt |
| Management And General | $960,600 | ManagementAndGeneralAmt |
| Fundraising | $455,302 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,607 | TotalAmt |
| Management And General | $72,607 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $287,857 | TotalAmt |
| Program Services | $75,854 | ProgramServicesAmt |
| Management And General | $163,130 | ManagementAndGeneralAmt |
| Fundraising | $48,873 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,956,490 | TotalAmt |
| Program Services | $81,807,047 | ProgramServicesAmt |
| Management And General | $10,101,202 | ManagementAndGeneralAmt |
| Fundraising | $7,048,241 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,685,090 | BOYAmt |
| EOY | $29,872,728 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,991,474 | BOYAmt |
| EOY | $44,193,799 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $685,231 | BOYAmt |
| EOY | $679,687 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,084,876 | BOYAmt |
| EOY | $3,069,064 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $16,502,780 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,960,356 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,709,169 | BOYAmt |
| EOY | $6,542,424 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,910,801 | BOYAmt |
| EOY | $75,250,043 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,065,212 | BOYAmt |
| EOY | $29,686,009 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,131,853 | BOYAmt |
| EOY | $189,293,754 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,427,237 | BOYAmt |
| EOY | $2,617,923 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,496,740 | BOYAmt |
| EOY | $45,384,934 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,367,625 | BOYAmt |
| EOY | $1,134,151 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,447,623 | BOYAmt |
| EOY | $54,314,073 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,739,225 | BOYAmt |
| EOY | $103,451,081 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,337,593 | BOYAmt |
| EOY | $36,764,582 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,975,492 | BOYAmt |
| EOY | $36,998,548 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,079,543 | BOYAmt |
| EOY | $12,079,543 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,392,628 | BOYAmt |
| EOY | $85,842,673 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,131,853 | BOYAmt |
| EOY | $189,293,754 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $11,248,487 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,125,961 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$924,403 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $83,932,885 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $88,047,967 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $97,932,241 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $85,263,286 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $102,074,049 | CurrentTaxYearAmt |
| Total | $457,250,428 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $83,932,885 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $88,047,967 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $97,932,241 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $85,263,286 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $102,074,049 | CurrentTaxYearAmt |
| Total | $457,250,428 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $41,927,505 | SubstantialContributorsTotAmt |
| Public Support Total170 | $415,322,923 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $464,594 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $454,849 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $826,443 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $68,078 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,888 | CurrentTaxYearAmt |
| Total | $1,840,852 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $459,091,280 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $33,682,035 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.90470 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93060 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Mailings Members | $30 | MailingsMembersAmt |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $13,790 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $13,820 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II-B, Line 1: | FormAndLineReferenceDesc |
| Explanation | The 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,421,562 | BeginningYearBalanceAmt |
| Contributions | $5,284,437 | ContributionsAmt |
| Investment Earnings Or Losses | $2,414,774 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,463,267 | OtherExpendituresAmt |
| End Year Balance | $70,657,506 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $72,218,106 | BeginningYearBalanceAmt |
| Contributions | $3,314,418 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,116,626 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,994,336 | OtherExpendituresAmt |
| End Year Balance | $68,421,562 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $71,791,891 | BeginningYearBalanceAmt |
| Contributions | $1,602,064 | ContributionsAmt |
| Investment Earnings Or Losses | $3,940,610 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,116,459 | OtherExpendituresAmt |
| End Year Balance | $72,218,106 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $65,486,111 | BeginningYearBalanceAmt |
| Contributions | $3,032,235 | ContributionsAmt |
| Investment Earnings Or Losses | $7,857,799 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,584,254 | OtherExpendituresAmt |
| End Year Balance | $71,791,891 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,429,027 | BeginningYearBalanceAmt |
| Contributions | $5,888,038 | ContributionsAmt |
| Investment Earnings Or Losses | $4,798,907 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,629,861 | OtherExpendituresAmt |
| End Year Balance | $65,486,111 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.78340 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.17100 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04560 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,457,016 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,955,591 | DepreciationAmt |
| Book Value | $6,501,425 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $45,764 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,765 | DepreciationAmt |
| Book Value | $40,999 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,542,424 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| State of Israel Bonds | $63,716 | F |
| Investment in Life Insurance Policies | $3,566,282 | F |
| Other Investments | $139,249 | F |
| JFMC Pooled Endowment Portfolio, LLC | $71,480,796 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $75,250,043 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Due from Participating Employers for Pension Benefits | $29,580,350 |
| Due from JFMC Facilities Corporation | $105,659 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $29,686,009 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Liability for Pension Benefits | $50,441,863 |
| Due to Jewish Federation of Metropolitan Chicago | $3,872,210 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $54,314,073 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Israel | RegionTxt |
| Offices | 1 | OfficesCnt |
| Employee | 4 | EmployeeCnt |
| Type Of Activities Conducted | Program Services | TypeOfActivitiesConductedTxt |
| Specific Services Provided | Oversight and monitoring of overseas allocation. | SpecificServicesProvidedTxt |
| Region Total Expenditures | $456,791 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 4 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Subtotal Spent | $456,791 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $456,791 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Siegel Marketing Group | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1845 N Farwell Ave Suite 300 | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Phone solicitation | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $171,848 | GrossReceiptsAmt |
| Retained By Contractor | $35,628 | RetainedByContractorAmt |
| Net To Organization | $136,220 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $171,848 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $35,628 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $136,220 | TotalNetToOrganizationAmt |
| Licensed States | IL | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | The Vanguard Dinner | Event1Nm |
| Gross Receipts Event1 | $367,118 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $367,118 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $49,951 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $159,706 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $154,146 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $19,928 | OtherDirectExpensesEvent1Amt |
| Event2 | YLD Big Event | Event2Nm |
| Gross Receipts Event2 | $186,470 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $186,470 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $63,038 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $250,626 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $107,103 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $18,834 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 11 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $149,895 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $149,895 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $32,986 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $136,460 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $118,397 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $23,439 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $703,483 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $703,483 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $145,975 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $546,792 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $379,646 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $62,201 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $1,134,614 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$431,131 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule G, Part II Fundraising Events - The gross receipts presented in | FormAndLineReferenceDesc |
| Explanation | line 1 are comprised solely of fees paid by attendees to attend the events and amounts received from corporate sponsors. Attendees of these events were also solicited for gifts to the 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| Jewish Federation of Metropolitan Chicago | |||||||
| 30 S Wells Street Suite 4049 | Chicago | IL | 60606 | 362167761 | 501(c)(3) | $36,484,005 | To support a range of nonprofit organizations which address humanitarian, health and welfare needs. |
| Jewish Federations of North America | |||||||
| 25 Broadway | New York | NY | 10004 | 131624240 | 501(c)(3) | $35,650,798 | Regular campaign and Israel emergency campaign |
| American Committee for the Weizmann Institute of Science | |||||||
| 633 Third Avenue | New York | NY | 10017 | 131623886 | 501(c)(3) | $25,000 | General Operations |
| The Ark | |||||||
| 6450 N California Avenue | Chicago | IL | 60645 | 237164967 | 501(c)(3) | $44,189 | General Operations |
| Jewish Community Centers of Chicago | |||||||
| 30 S Wells Street | Chicago | IL | 60606 | 362167758 | 501(c)(3) | $167,300 | EZRA and Other Programming |
| CJE Senior Life | |||||||
| 3003 W Touhy Avenue | Chicago | IL | 60645 | 362727597 | 501(c)(3) | $114,750 | General Operations |
| Ida Crown Jewish Academy | |||||||
| 8233 Central Park Avenue | Skokie | IL | 60076 | 362167009 | 501(c)(3) | $100,000 | General Operations |
| Hebrew Theological College | |||||||
| 7135 Carpenter Road | Skokie | IL | 60077 | 362167095 | 501(c)(3) | $150,000 | General Operations |
| Associated Talmud Torahs | |||||||
| 3531 Madison Street | Skokie | IL | 60076 | 362169123 | 501(c)(3) | $18,600 | General Operations |
| Arie Crown Hebrew Day School | |||||||
| 4600 Main Street | Skokie | IL | 60076 | 362129620 | 501(c)(3) | $100,000 | General Operations |
| Jewish Child & Family Services | |||||||
| 216 W Jackson Boulevard Suite 800 | Chicago | IL | 60606 | 362167757 | 501(c)(3) | $168,067 | General Operations |
| Maot Chitim | |||||||
| 7366 N Lincoln Avenue | Lincolnwood | IL | 60712 | 363398501 | 501(c)(3) | $22,500 | General Operations |
| Jewish Federation of Palm Beach County | |||||||
| 4601 Community Drive | West Palm Beach | FL | 33417 | 590948696 | 501(c)(3) | $104,000 | General Operations |
| Jewish Federation of South Palm Beach County | |||||||
| 9901 Donna Klein Boulevard | Boca Raton | FL | 33428 | 591944109 | 501(c)(3) | $55,555 | General Operations |
| United States Holocaust Memorial Museum | |||||||
| 100 Raoul Wallenberg Place SW | Washington | DC | 20024 | 521309391 | 501(c)(3) | $50,000 | General Operations |
| United Against Nuclear Iran | |||||||
| 45 Rockefeller Plaza Suite 2162 | New York | NY | 10111 | 262387657 | 501(c)(3) | $35,000 | General Operations |
| Birthright Israel Foundation | |||||||
| 33 E 33rd Street 7th Floor | New York | NY | 10036 | 134092050 | 501(c)(3) | $27,500 | General Operations |
| Solomon Schechter Day School | |||||||
| 3210 Dundee Road | Northbrook | IL | 60062 | 362493769 | 501(c)(3) | $6,800 | General Operations |
| Mount Sinai Medical Center | |||||||
| 1500 S California Avenue | Chicago | IL | 60608 | 361509000 | 501(c)(3) | $6,564 | General Operations |
| Secure Community Network | |||||||
| 25 Broadway | New York | NY | 10004 | 201437733 | 501(c)(3) | $10,000 | General Operations |
| ORT America - Chicago Chapter | |||||||
| 3701 Commerical Avenue 13 | Northbrook | IL | 60062 | 135562424 | 501(c)(3) | $12,739 | General Operations |
| HIAS Chicago | |||||||
| 216 W Jackson Boulevard Suite 700 | Chicago | IL | 60606 | 362167094 | 501(c)(3) | $10,939 | General Operations |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 22 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Grants made by the Jewish United Fund of Metropolitan Chicago in the United States are monitored through an extensive process involving professionals and nearly 200 volunteers that includes submission of budgetary and programmatic information as well as face to face meetings with many of the grant recipients. The process entails submission and review of fiscal information (including updated budgets and audits) as well as program specific information including outcome measures when appropriate. The review is accompanied by face to face site visits in which programs funded by the Jewish United Fund are reviewed. The Jewish United Fund also takes into account information that the grantees provide to accrediting and other funding bodies. The grants made to 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | Social 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-b | Line 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 7 | David 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Naomi Taylor | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Daughter-in-law of Director, Bruce Taylor | RelationshipDescriptionTxt |
| Transaction | $76,100 | TransactionAmt |
| Transaction | Naomi Taylor, who is Bruce Taylor's daughter-in-law, served as a JUF employee during 2016 and received compensation. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1049 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,788,114 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Fair Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | is the number of items contributed. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Max 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 6 | Jewish Federation of Metropolitan Chicago (Federation) is the sole member of Jewish United Fund of Metropolitan Chicago (JUF). |
| Form 990, Part VI, Section A, line 7a | As the sole member of the organization, Federation elects all of the directors of JUF. |
| Form 990, Part VI, Section B, line 11b | A 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 12c | A conflict of interest questionnaire is circulated to all board members (directors), "officers and key employees on an annual basis. This process is managed by JUF's 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 15 | JUF 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 18 | The organization provides a link to GuideStar on its website for an electronic copy of the Form 990. |
| Form 990, Part VI, Section C, line 19 | The organization's governing documents, conflict of interest policy and audited financial statements are made available to all volunteer members of the Board of Directors. 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/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jewish Federation of Metropolitan Chicago | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 362167761 | Human Services | IL | 501(c)(3) | Line 7 | N/A | 0 | |
| JFMC Facilities Corporation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 363368912 | Property Management of Related Non-Profit Organizations | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Karl Perl Charitable Trust | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 466113637 | Support the Jewish United Fund | IL | 501(c)(3) | Line 12a, I | Yes (1) | Jewish United Fund of Metropolitan Chicago | |
| 1261 Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364018186 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Bellows Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 363864415 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| BLS Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364420871 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Bucksbaum Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364341914 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Carol Lavin Bernick Family Supporting Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364067510 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Charles & Audrey Dann Charitable Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364018189 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Chicago Center for Jewish Genetic Disorders | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 200120266 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Community Foundation for Jewish Education of Metropolitan Chicago | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 363918897 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Covenant Foundation | |||||||||||
| 1270 Avenue of the Americas Suite 3 | New York | NY | 10020 | 363722029 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| The First Spoke Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 200894628 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Crown Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 363330462 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Epstein Wenger Family Support Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364380168 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Glickman Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 363857009 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Goodman Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364018187 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Harvey L Miller Supporting Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 900187252 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Helene Diamond & Jorde Nathan Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364157242 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Hillel of Illinois Endowment Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364310755 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| The Harriett and Ted Perlman Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 811309979 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Irvin & Ruth Swartzberg Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 363864416 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Lawrence E & Nancy S Glick Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 363662985 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Leonard and Diane Sherman Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364345181 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Leonard Rose Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364420873 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Lya and Louis Rosenblum Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 311529058 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Manfred and Fern Steinfeld Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364244346 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Michael Reese Health Trust | |||||||||||
| 150 North Wacker Drive Suite 2320 | Chicago | IL | 60606 | 362170910 | Private Foundation | IL | 501(c)(3) | PF | 0 | Jewish Federation of Metropolitan Chicago | |
| Prairie Minerals Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 320062771 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| The Pritzker Family Philanthropic Fund | |||||||||||
| 71 S Wacker Drive Ste 4600 | Chicago | IL | 60606 | 363623264 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Ring Family Supporting Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 201642012 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Robert L & Sylvia M Haag Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 300149729 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Rose Family Supporting Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 205389086 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Sarnoff Levin Family Supporting Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364157233 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Seder Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 363988995 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Shure Charitable Trust created uw of Sidney N Shure | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 367681597 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Tamar & Jonathan Koschitzky Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 300149723 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| The Robert and Yadelle Sklare Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364389423 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Weiss Memorial Hospital Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364413031 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Z Frank Camp Apachi Supporting Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 363833108 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Wagner Descendant's Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 204004517 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Sisyphus Supporting Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 205944850 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Robert U & Roberta Goldman Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 203921714 | Supporting Foundation | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| JFMCP3 Corporation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 262053862 | Supporting Organization | IL | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Metropolitan Chicago | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|
| JFMC Pooled Endowment Portfolio LLC | ||||||||||
| 30 S Wells Suite 4049 | Chicago | IL | 60606 | 451610644 | See Sch. R, Part VII | IL | N/A | N/A | 0 | 0 |
| AmliFacCorp JV LLC | ||||||||||
| 200 W Monroe Street Suite 2200 | Chicago | IL | 60606 | 383923657 | Real Estate | IL | N/A | N/A | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|
| Charitable Remainder Unitrusts (24) | ||||
| Charitable Trust | IL | Jewish Federation of Metropolitan Chicago | T | 0 |
| Charitable Remainder Annuity Trusts (7) | ||||
| Charitable Trust | IL | Jewish Federation of Metropolitan Chicago | T | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |