2017-11-13T10:55:51-06:00 2016-12-31 420714325 RSM US LLP 1 S Wacker Drive Ste 800 Chicago IL 60606 990 2016-01-01 362167034 Jewish United Fund of Metropolitan Chicago JEWI 3123574790 30 South Wells No 4049 Chicago IL 60606 James A Pinkston Vice President of Accounting 3123574790 2017-11-13 1 Zack Fortsch P00052725 3126343400 108.171.131.187 2017-11-13 10:44:39 CS P 4B8E1423B9F197D509CCF13AB357181C17C415CB E8306AB20C0160E8154E0B2ED0E8D71D75EF1DFE 2016 2017-02-10 21:41:12Z Steven B Nasatir 30 South Wells No 4049 Chicago IL 60606 115439348 0 X www.JUF.org X 1949 IL JUF is the Chicago Jewish community's central philanthropy, funding wide-ranging services. 90 88 552 14036 714072 0 85263286 102074049 8318816 7174268 2494339 1387791 -470632 -431131 95605809 110204977 76604951 73518098 0 0 13999317 13924481 48087 48087 7048241 12610552 11465824 103262907 98956490 -7657098 11248487 170131853 189293754 95739225 103451081 74392628 85842673 X JUF provides critical resources that bring food, refuge, health care, education and emergency assistance to over 500,000 Chicagoans of all faiths and millions of Jews in Israel and around the world, funding a network of nearly 70 agencies and programs. 0 0 37720158 37720158 619343 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. 37164484 35650798 1372603 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. 622096 31006 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. 588143 14800 276254 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. 819374 714072 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. 645432 11699 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. 4247360 132342 4149291 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. 6300309 147142 5151316 81807047 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 1 1 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 0 0 0 1 52 0 1 552 1 1 1 0 0 0 0 1 1 0 0 0 0 X 90 88 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X X James A Pinkston 3123574790 30 South Wells Ste 4049 Chicago IL 60606 Steven B Nasatir PhD President 38.00 12.00 X 453718 151239 83286 David Brief Chief Investment Officer 50.00 0.00 X 553523 0 33697 David S Rosen Senior Vice President - Endowments 10.00 40.00 X 0 339337 181437 Michael Tarnoff Senior VP - Project Management 10.00 10.00 X 191755 191755 18231 Louis Lazovsky Vice President - Human Resources 40.00 10.00 X 183742 45936 132785 Jay Tcath Executive Vice President 25.00 25.00 X 137691 143312 67254 Adina Torchman Assoc. VP-Fin. Resource Development 40.00 0.00 X 171644 0 122504 Joseph Salcik Former VP - Technology 32.00 8.00 X 200959 50240 33030 David S Rubovits PhD Senior VP - Planning & Allocations 39.00 11.00 X 172855 51632 58068 Boaz Blumovitz Chief Financial Officer 22.50 27.50 X 258982 0 14925 James Rosenberg Chief of Staff 40.00 10.00 X 222816 0 37450 James A Pinkston Vice President - Accounting 20.00 30.00 X 174965 58322 20742 Peter Chiswick Controller, Jewish Fed. of Metro Chicago 25.00 25.00 X 164656 8666 78608 David Prystowsky Vice President - Campaign 50.00 0.00 X 196476 0 21155 Deborah Covington VP, Planning & Allocations 25.00 25.00 X 136420 21109 57922 Dovid Grinker Project Manager 40.00 0.00 X 176965 0 34307 Alan B Polansky Senior Director of Investments 40.00 0.00 X 184369 0 19463 Stuart Spector Vice President - Campaign 40.00 0.00 X 169206 0 31918 Jeffrey L Cohen Senior Development Advisor 6.00 14.00 X 45784 97292 23544 Kedar Potdar Vice President - Technology 50.00 0.00 X 161639 0 11421 Rachel Sternberg Past Senior VP - Campaign 49.00 1.00 X 38189 96000 19485 Audra Berg VP, Leadership Engagement & Board Relations 8.50 41.50 X 22433 106195 14746 Michael H Zaransky Chairman 10.00 10.00 X X 0 0 0 Caryn Rosen Adelman Vice Chairman 5.00 5.00 X X 0 0 0 Wendy Berger Vice Chairman 5.00 5.00 X X 0 0 0 Maury Fertig Vice Chairman 5.00 5.00 X X 0 0 0 King W Harris Vice Chairman 5.00 5.00 X X 0 0 0 Andrew S Hochberg Vice Chairman 5.00 5.00 X X 0 0 0 Larry Levy Vice Chairman 5.00 5.00 X X 0 0 0 Sanford E Perl Vice Chairman 5.00 5.00 X X 0 0 0 Tom Rivkin Vice Chairman 5.00 5.00 X X 0 0 0 Harry Seigle Vice Chairman 5.00 5.00 X X 0 0 0 Sara Crown Star Vice Chairman 5.00 5.00 X X 0 0 0 Pam F Szokol Vice Chairman 5.00 5.00 X X 0 0 0 Avrum Weinfeld Vice Chairman 5.00 5.00 X X 0 0 0 Andrea R Yablon Vice Chairman 5.00 5.00 X X 0 0 0 Linda Schottenstein Fisher Treasurer 5.00 5.00 X X 0 0 0 Marc Roth Assistant Treasurer 5.00 5.00 X X 0 0 0 Marcie B Hemmelstein Secretary 5.00 5.00 X X 0 0 0 Joseph Wolf Assistant Secretary 5.00 5.00 X X 0 0 0 Wendy C Abrams Director 0.50 0.50 X 0 0 0 Jeremy Amster Director 0.50 0.50 X 0 0 0 Harvey J Barnett Director 0.50 0.50 X 0 0 0 Gita Berk Director 0.50 0.50 X 0 0 0 Debbie L Berman Director 0.50 0.50 X 0 0 0 Robert J Bond Director 0.50 0.50 X 0 0 0 David T Brown Director 0.50 0.50 X 0 0 0 Scott I Canel Director 0.50 0.50 X 0 0 0 Mark Chudacoff Director 0.50 0.50 X 0 0 0 Joshua K Daitch Director 0.50 0.50 X 0 0 0 Moshe Davis Director 0.50 0.50 X 0 0 0 Bruce I Ettelson Director 0.50 0.50 X 0 0 0 Michael T Fishman Director 0.50 0.50 X 0 0 0 Jason Friedman Director 0.50 0.50 X 0 0 0 Linda B Ginsburg Director 0.50 0.50 X 0 0 0 David Goldenberg Director 0.50 0.50 X 0 0 0 David Golder Director 0.50 0.50 X 0 0 0 Dana Gordon Director 0.50 0.50 X 0 0 0 Hilary Greenberg Director 0.50 0.50 X 0 0 0 Andrea Grostern Director 0.50 0.50 X 0 0 0 Joshua B Herz Director 0.50 0.50 X 0 0 0 Scott Heyman Director 0.50 0.50 X 0 0 0 Dana Westreich Hirt Director 0.50 0.50 X 0 0 0 Cindy Kaplan Director 0.50 0.50 X 0 0 0 Deborah Schrayer Karmin Director 0.50 0.50 X 0 0 0 Ann-Louise Kleper Director 0.50 0.50 X 0 0 0 Frances H Krasnow Director 0.50 0.50 X 0 0 0 Adrienne J Kriezelman Director 0.50 0.50 X 0 0 0 Rabbi Vernon Kurtz Director 0.50 0.50 X 0 0 0 Steven H Lavin Director 0.50 0.50 X 0 0 0 Jennifer Leemis Director 0.50 0.50 X 0 0 0 Brian J Levinson Director 0.50 0.50 X 0 0 0 Rabbi Steven S Lowenstein Director 0.50 0.50 X 0 0 0 Hon Sidney H Mathias Director 0.50 0.50 X 0 0 0 Lee I Miller Director 0.50 0.50 X 0 0 0 Jason L Peltz Director 0.50 0.50 X 0 0 0 Neal H Price Director 0.50 0.50 X 0 0 0 Paula Resnick Director 0.50 0.50 X 0 0 0 Joshua Rinkov Director 0.50 0.50 X 0 0 0 Elliott Robinson Director 0.50 0.50 X 0 0 0 David Rosenbaum Director 0.50 0.50 X 0 0 0 Lisa Rosenkranz Director 0.50 0.50 X 0 0 0 Avi Rothner Director 0.50 0.50 X 0 0 0 Gail L Rudo Director 0.50 0.50 X 0 0 0 Michael J Sacks Director 0.50 0.50 X 0 0 0 Charlene K Sales Director 0.50 0.50 X 0 0 0 Julie Dann Schneider Director 0.50 0.50 X 0 0 0 Max Schrayer Director 0.50 0.50 X 0 0 0 Steve Schreiber Director 0.50 0.50 X 0 0 0 Keith J Shapiro Director 0.50 0.50 X 0 0 0 David A Sherman Director 0.50 0.50 X 0 0 0 Kim Shwachman Director 0.50 0.50 X 0 0 0 Susan B Silver Director 0.50 0.50 X 0 0 0 Morris Silverman Director 0.50 0.50 X 0 0 0 Bill Silverstein Director 0.50 0.50 X 0 0 0 Marc Spellman Director 0.50 0.50 X 0 0 0 Phyllis Tabachnick Director 0.50 0.50 X 0 0 0 Bruce Taylor Director 0.50 0.50 X 0 0 0 Alex Turik Director 0.50 0.50 X 0 0 0 Marilyn Vender Director 0.50 0.50 X 0 0 0 Rabbi Carl Wolkin Director 0.50 0.50 X 0 0 0 Jane Cadden Lederman Ex-Officio 0.50 0.50 X 0 0 0 Jodi Berkman Ex-Officio 0.50 0.50 X 0 0 0 Rachel Stein Ex-Officio 0.50 0.50 X 0 0 0 Orly Henry Ex-Officio 0.50 0.50 X 0 0 0 Katie Berger Ex-Officio 0.50 0.50 X 0 0 0 4018787 1361035 1115978 42 1 1 0 Washington Speakers Bureau 1663 Prince Street Alexandria VA 22314 Speakers' Agency 509761 AV Chicago Inc 619 Taylor Street Chicago IL 60607 Audio Visual Services 443179 Gil Travel 1511 Walnut Street Philadelphia PA 19102 Travel Consulting and Booking 368111 Mittera Wisconsin LLC PO Box 310471 Des Moines IA 50331 Publications/JUF News Printing 319113 RSM US LLP 1 S Wacker Drive Suite 800 Chicago IL 60606 Auditing Services 240600 13 102074049 6788114 102074049 Program Fees 561000 3739895 3739895 Service Fees 561000 2720301 2720301 JUF News Advertising 541800 714072 714072 7174268 26888 26888 5460660 4099757 1360903 1360903 1360903 703483 1134614 -431131 -431131 110204977 6460196 714072 956660 73518098 73518098 3109181 878789 1355761 874631 44899 44899 7508069 2122104 3273899 2112066 2890411 730896 1541532 617983 223152 61802 99874 61476 148769 41202 66583 40984 398880 393079 5801 119458 3626 115406 426 110000 9300 100700 48087 48087 327605 114957 204929 7719 20962 8931 12031 1824804 1111621 321205 391978 622301 90394 480246 51661 1542892 307894 854722 380276 174443 79112 32160 63171 21057 21057 290081 97743 135282 57056 422777 168599 254178 1649563 233661 960600 455302 72607 72607 Events-Before Income 1780491 31673 1748818 Missions-Before Income 1637062 1637062 Program Supplies 87064 40819 46245 Staff Recruitment 75920 28774 17688 29458 287857 75854 163130 48873 98956490 81807047 10101202 7048241 5685090 29872728 49991474 44193799 685231 679687 3084876 3069064 16502780 9960356 7709169 6542424 74910801 75250043 28065212 29686009 170131853 189293754 2427237 2617923 41496740 45384934 1367625 1134151 50447623 54314073 95739225 103451081 X 19337593 36764582 42975492 36998548 12079543 12079543 74392628 85842673 170131853 189293754 X 11248487 1125961 -924403 X 0 1 X 1 0 X 83932885 88047967 97932241 85263286 102074049 457250428 83932885 88047967 97932241 85263286 102074049 457250428 41927505 415322923 464594 454849 826443 68078 26888 1840852 459091280 33682035 0.90470 0.93060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 30 0 0 1 13790 0 0 13820 0 Part II-B, Line 1: 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. 68421562 5284437 2414774 5463267 70657506 72218106 3314418 -2116626 4994336 68421562 71791891 1602064 3940610 5116459 72218106 65486111 3032235 7857799 4584254 71791891 59429027 5888038 4798907 4629861 65486111 0.78340 0.17100 0.04560 0 1 1 16457016 9955591 6501425 45764 4765 40999 6542424 State of Israel Bonds 63716 F Investment in Life Insurance Policies 3566282 F Other Investments 139249 F JFMC Pooled Endowment Portfolio, LLC 71480796 F 75250043 Due from Participating Employers for Pension Benefits 29580350 Due from JFMC Facilities Corporation 105659 29686009 Liability for Pension Benefits 50441863 Due to Jewish Federation of Metropolitan Chicago 3872210 54314073 X 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. Israel 1 4 Program Services Oversight and monitoring of overseas allocation. 456791 1 4 0 0 1 4 456791 0 456791 0 0 0 0 0 0 X 1 Siegel Marketing Group 1845 N Farwell Ave Suite 300 Milwaukee WI 53202 Phone solicitation 0 171848 35628 136220 171848 35628 136220 IL The Vanguard Dinner 367118 367118 49951 159706 154146 19928 YLD Big Event 186470 186470 63038 250626 107103 18834 11 149895 149895 32986 136460 118397 23439 703483 703483 145975 546792 379646 62201 1134614 -431131 Schedule G, Part II Fundraising Events - The gross receipts presented in line 1 are comprised solely of fees paid by attendees to attend the events and amounts received from corporate sponsors. Attendees of these events were also solicited for gifts to the 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. 1 Jewish Federation of Metropolitan Chicago 30 S Wells Street Suite 4049 Chicago IL 60606 362167761 501(c)(3) 36484005 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) 35650798 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) 25000 General Operations The Ark 6450 N California Avenue Chicago IL 60645 237164967 501(c)(3) 44189 General Operations Jewish Community Centers of Chicago 30 S Wells Street Chicago IL 60606 362167758 501(c)(3) 167300 EZRA and Other Programming CJE Senior Life 3003 W Touhy Avenue Chicago IL 60645 362727597 501(c)(3) 114750 General Operations Ida Crown Jewish Academy 8233 Central Park Avenue Skokie IL 60076 362167009 501(c)(3) 100000 General Operations Hebrew Theological College 7135 Carpenter Road Skokie IL 60077 362167095 501(c)(3) 150000 General Operations Associated Talmud Torahs 3531 Madison Street Skokie IL 60076 362169123 501(c)(3) 18600 General Operations Arie Crown Hebrew Day School 4600 Main Street Skokie IL 60076 362129620 501(c)(3) 100000 General Operations Jewish Child & Family Services 216 W Jackson Boulevard Suite 800 Chicago IL 60606 362167757 501(c)(3) 168067 General Operations Maot Chitim 7366 N Lincoln Avenue Lincolnwood IL 60712 363398501 501(c)(3) 22500 General Operations Jewish Federation of Palm Beach County 4601 Community Drive West Palm Beach FL 33417 590948696 501(c)(3) 104000 General Operations Jewish Federation of South Palm Beach County 9901 Donna Klein Boulevard Boca Raton FL 33428 591944109 501(c)(3) 55555 General Operations United States Holocaust Memorial Museum 100 Raoul Wallenberg Place SW Washington DC 20024 521309391 501(c)(3) 50000 General Operations United Against Nuclear Iran 45 Rockefeller Plaza Suite 2162 New York NY 10111 262387657 501(c)(3) 35000 General Operations Birthright Israel Foundation 33 E 33rd Street 7th Floor New York NY 10036 134092050 501(c)(3) 27500 General Operations Solomon Schechter Day School 3210 Dundee Road Northbrook IL 60062 362493769 501(c)(3) 6800 General Operations Mount Sinai Medical Center 1500 S California Avenue Chicago IL 60608 361509000 501(c)(3) 6564 General Operations Secure Community Network 25 Broadway New York NY 10004 201437733 501(c)(3) 10000 General Operations ORT America - Chicago Chapter 3701 Commerical Avenue 13 Northbrook IL 60062 135562424 501(c)(3) 12739 General Operations HIAS Chicago 216 W Jackson Boulevard Suite 700 Chicago IL 60606 362167094 501(c)(3) 10939 General Operations 22 0 Part I, Line 2: Grants made by the Jewish United Fund of Metropolitan Chicago in the United States are monitored through an extensive process involving professionals and nearly 200 volunteers that includes submission of budgetary and programmatic information as well as face to face meetings with many of the grant recipients. The process entails submission and review of fiscal information (including updated budgets and audits) as well as program specific information including outcome measures when appropriate. The review is accompanied by face to face site visits in which programs funded by the Jewish United Fund are reviewed. The Jewish United Fund also takes into account information that the grantees provide to accrediting and other funding bodies. The grants made to 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. X X 1 1 X X X 1 1 0 0 0 0 0 1 0 Steven B Nasatir PhD President 395991 131997 0 0 57727 19242 47360 15787 15495 5165 516573 172191 0 0 David Brief Chief Investment Officer 408720 0 105000 0 39803 0 26878 0 7596 0 587997 0 0 0 David S Rosen Senior Vice President - Endowments 0 322572 0 0 0 16765 0 171051 0 11163 0 521551 0 0 Michael Tarnoff Senior VP - Project Management 130067 130067 0 0 61688 61688 5075 5075 4301 4301 201131 201131 0 0 Louis Lazovsky Vice President - Human Resources 181404 45351 0 0 2338 585 98309 24577 8541 2135 290592 72648 0 0 Jay Tcath Executive Vice President 137419 143028 0 0 272 284 28372 29531 4963 5165 171026 178008 0 0 Adina Torchman Assoc. VP-Fin. Resource Development 169713 0 0 0 1931 0 115636 0 7416 0 294696 0 0 0 Joseph Salcik Former VP - Technology 45328 11332 0 0 155631 38908 18515 4629 7924 1981 227398 56850 0 0 David S Rubovits PhD Senior VP - Planning & Allocations 172438 51507 0 0 417 125 37354 11158 7940 2372 218149 65162 0 0 Boaz Blumovitz Chief Financial Officer 258866 0 0 0 116 0 5229 0 10473 0 274684 0 0 0 James Rosenberg Chief of Staff 222708 0 0 0 108 0 36950 0 1236 0 261002 0 0 0 James A Pinkston Vice President - Accounting 174965 58322 0 0 0 0 8037 2679 8102 2701 191104 63702 0 0 Peter Chiswick Controller, Jewish Fed. of Metro Chi 162666 8561 0 0 1990 105 66943 3523 8290 436 239889 12625 0 0 David Prystowsky Vice President - Campaign 196476 0 0 0 0 0 15129 0 6046 0 217651 0 0 0 Deborah Covington VP, Planning & Allocations 136420 21109 0 0 0 0 49727 7695 450 70 186597 28874 0 0 Dovid Grinker Project Manager 110331 0 0 0 66634 0 28075 0 6613 0 211653 0 0 0 Alan B Polansky Senior Director of Investments 184369 0 0 0 0 0 10489 0 9604 0 204462 0 0 0 Stuart Spector Vice President - Campaign 169134 0 0 0 72 0 25071 0 7418 0 201695 0 0 0 Jeffrey L Cohen Senior Development Advisor 44699 94986 0 0 1085 2306 6542 13902 1141 2424 53467 113618 0 0 Kedar Potdar Vice President - Technology 161639 0 0 0 0 0 1744 0 10278 0 173661 0 0 0 Rachel Sternberg Past Senior VP - Campaign 38189 96000 0 0 0 0 18870 0 635 0 57694 96000 0 0 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. Naomi Taylor Daughter-in-law of Director, Bruce Taylor 76100 Naomi Taylor, who is Bruce Taylor's daughter-in-law, served as a JUF employee during 2016 and received compensation. 0 X 1049 6788114 Fair Market Value 0 0 0 0 Part I, Column (b): is the number of items contributed. Form 990, Part VI, Section A, line 2 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. 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 Jewish Federation of Metropolitan Chicago 0 Karl Perl Charitable Trust 30 South Wells Suite 4049 Chicago IL 60606 466113637 Support the Jewish United Fund IL 501(c)(3) Line 12a, I Jewish United Fund of Metropolitan Chicago 1 1261 Foundation 30 South Wells Suite 4049 Chicago IL 60606 364018186 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 0 Bellows Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 363864415 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 0 BLS Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364420871 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of 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60606 451610644 See Sch. 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