MICHAEL REESE HEALTH TRUST: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MICHAEL REESE HEALTH TRUST (EIN 36-2170910)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-09
IRS object ID
202421309349301742
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-09T09:37:36-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN882730877PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHERRY BEKAERT ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11707 N RANDALL ROAD STE 200AddressLine1Txt
CityELGINCityNm
State AbbreviationILStateAbbreviationCd
ZIP60123ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362170910EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL REESE HEALTH TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMICHBusinessNameControlTxt
Phone3127261008PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11707 N RANDALL RD 200AddressLine1Txt
CityELGINCityNm
State AbbreviationILStateAbbreviationCd
ZIP60123ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGAYLA BROCKMANPersonNm
Person TitlePRES. AND CEOPersonTitleTxt
Phone3127261008PhoneNum
Signature2024-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGAYLAPersonFirstNm
Person LastBROCKMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonELEANOR A LIVINGSTON CPA MSTPreparerPersonNm
PTINP00226461PTIN
Phone8478888600PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGAYLA BROCKMANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11707 N RANDALL RD 200AddressLine1Txt
CityELGINCityNm
State AbbreviationILStateAbbreviationCd
ZIP60123ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$9,897,670GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWEAREMICHAELREESE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1888FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionMICHAEL REESE PARTNERS WITH THE CHICAGO COMMUNITY TO ADVANCE AND ADVOCATE FOR LASTING HEALTH SOLUTIONS. WE DO THIS BY CARRYING FORWARD THE VISION OF MICHAEL REESE HOSPITAL'S JEWISH FOUNDERS AND THE GENERATIONS OF PHILANTHROPIC LEADERSHIP THEY INSPIRED.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee15TotalEmployeeCnt
Total Volunteers17TotalVolunteersCnt
Total Gross UBI-$25,739TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$1,889,928CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$4,500,438CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$0PYTotalRevenueAmt
CY Total Revenue$6,390,366CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$7,224,912CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,262,121CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$161,096CYTotalFundraisingExpenseAmt
PY Other Expenses$0PYOtherExpensesAmt
CY Other Expenses$719,759CYOtherExpensesAmt
PY Total Expenses$0PYTotalExpensesAmt
CY Total Expenses$10,206,792CYTotalExpensesAmt
PY Revenues Less Expenses$0PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$3,816,426CYRevenuesLessExpensesAmt
Total Assets BOY$158,966,417TotalAssetsBOYAmt
Total Assets EOY$159,470,952TotalAssetsEOYAmt
Total Liabilities BOY$4,507,728TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,440,349TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$154,458,689NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$157,030,603NetAssetsOrFundBalancesEOYAmt
MissionMICHAEL REESE PARTNERS WITH THE CHICAGO COMMUNITY TO ADVANCE AND ADVOCATE FOR LASTING HEALTH SOLUTIONS. WE DO THIS BY CARRYING FORWARD THE VISION OF MICHAEL REESE HOSPITAL'S JEWISH FOUNDERS AND THE GENERATIONS OF PHILANTHROPIC LEADERSHIP THEY INSPIRED.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$5,326,020ExpenseAmt
Grant$4,458,431GrantAmt
DescGRANTMAKINGWE ACCELERATE AND STRENGTHEN SOLUTIONS TO IMPROVE THE HEALTH OF CHICAGOANS MOST AFFECTED BY SYSTEMIC INEQUITIES. WE PARTNER WITH NONPROFITS ACROSS CHICAGO TO LAUNCH, SCALE OR SUSTAIN STRATEGIES THAT HAVE POTENTIAL TO CREATE BETTER HEALTH.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$3,335,554ExpenseAmt
Grant$2,766,481GrantAmt
DescINCUBATIONWE TAKE RISKS ON NEW, EXPERIMENTAL OR PROVEN IDEAS THAT HOLD PROMISE TO CHANGE THE FUTURE OF HEALTH FOR CHICAGOANS. THROUGH PARTNERING WITH VISIONARY LEADERS, WE SUPPORT THE FUNDRAISING AND ADMINISTRATIVE NEEDS OF A START-UP AND LEVERAGE PUBLIC AND PRIVATE PARTNERSHIPS TO SCALE THEIR EFFORTSDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescADVOCACYWE PUSH FOR LASTING CHANGE TO ADVANCE POLICY AND SYSTEMS THAT IMPROVE THE HEALTH OF CHICAGOANS. WE PARTNER WITH COMMUNITY ORGANIZATIONS AND COALITIONS TO PROTECT AND EXPAND HEALTHCARE ACCESS AND TO ADVANCE HEALTH EQUITY.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$8,661,574TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document10IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee15EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKERRY GOESEPersonNm
Phone3127261008PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11707 N RANDALL RD STE 200AddressLine1Txt
CityELGINCityNm
State AbbreviationILStateAbbreviationCd
ZIP60123ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
WALTER R NATHAN
CHAIRMAN, DIRECTOR5.00Yes (X)Yes (X)$0$0$0
MALLY Z RUTKOFF
EXECUTIVE VICE CHAIR, DIRECTOR2.00Yes (X)Yes (X)$0$0$0
MICHELLE R B SADDLER
DIRECTOR2.00Yes (X)$0$0$0
LAURIE HOCHBERG MD
DIRECTOR1.00Yes (X)$0$0$0
GREGORY C MAYER
DIRECTOR1.00Yes (X)$0$0$0
HARVEY J BARNETT
DIRECTOR0.50Yes (X)$0$0$0
JOHN BOUMAN
DIRECTOR0.50Yes (X)$0$0$0
KATHY CHAN
VICE CHAIR, DIRECTOR1.00Yes (X)Yes (X)$0$0$0
ANDREW GLICK
DIRECTOR0.50Yes (X)$0$0$0
LINDA GINSBURG
DIRECTOR0.50Yes (X)$0$0$0
WALDO E JOHNSON JR PHD
DIRECTOR0.50Yes (X)$0$0$0
DEBORAH SCHRAYER KARMIN
DIRECTOR0.50Yes (X)$0$0$0
ANN-LOUISE KLEPER
DIRECTOR0.50Yes (X)$0$0$0
MARC ROTH
TREASURER, DIRECTOR1.00Yes (X)Yes (X)$0$0$0
JUDY L SMITH
DIRECTOR2.00Yes (X)$0$0$0
SISTA YAA SIMPSON
DIRECTOR0.50Yes (X)$0$0$0
SALLY BENJAMIN YOUNG
SECRETARY, DIRECTOR1.00Yes (X)Yes (X)$0$0$0
GAYLA A BROCKMAN
PRESIDENT & CEO40.00Yes (X)$297,779$0$73,139
CATHERINE GOESE
CHIEF FINANCIAL OFFICER/CIO40.00Yes (X)$190,107$0$68,898
JILL A BALDWIN
COO (ENDED FEB. 2023)40.00$207,138$0$58,384Yes (X)
JENNIFER M ROSENKRANZ
PROGRAM DIRECTOR40.00$153,471$0$59,702Yes (X)
RACHEL REICHLIN
PROGRAM DIRECTOR40.00$147,420$0$64,634Yes (X)
EMILY KRISCIUNAS
EXECUTIVE DIRECTOR40.00$117,323$0$40,729Yes (X)
JORDYN D LANDBERG
COMMUNICATIONS DIRECTOR40.00$117,168$0$59,120Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,230,406TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$424,606TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K7IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,889,928AllOtherContributionsAmt
Total Contributions$1,889,928TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$381,014TotalRevenueColumnAmt
Unrelated Business Revenue-$25,739UnrelatedBusinessRevenueAmt
Exclusion$406,753ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$7,626,728SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,507,304SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$4,119,424SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,119,424TotalRevenueColumnAmt
Exclusion$4,119,424ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,390,366TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$25,739UnrelatedBusinessRevenueAmt
Exclusion$4,526,177ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$7,224,912TotalAmt
Program Services$7,224,912ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$619,409TotalAmt
Program Services$142,209ProgramServicesAmt
Management And General$454,945ManagementAndGeneralAmt
Fundraising$22,255FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,155,318TotalAmt
Program Services$660,695ProgramServicesAmt
Management And General$432,572ManagementAndGeneralAmt
Fundraising$62,051FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$225,373TotalAmt
Program Services$121,910ProgramServicesAmt
Management And General$88,638ManagementAndGeneralAmt
Fundraising$14,825FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$151,036TotalAmt
Program Services$72,775ProgramServicesAmt
Management And General$69,130ManagementAndGeneralAmt
Fundraising$9,131FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$110,985TotalAmt
Program Services$48,708ProgramServicesAmt
Management And General$56,084ManagementAndGeneralAmt
Fundraising$6,193FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$45,408TotalAmt
Program Services$13,210ProgramServicesAmt
Management And General$32,198ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$78,499TotalAmt
Program Services$22,837ProgramServicesAmt
Management And General$55,662ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$67,134TotalAmt
Program Services$19,531ProgramServicesAmt
Management And General$47,603ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$33,983TotalAmt
Program Services$25,733ProgramServicesAmt
Fundraising$8,250FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$48,786TotalAmt
Program Services$32,274ProgramServicesAmt
Management And General$16,473ManagementAndGeneralAmt
Fundraising$39FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$66,060TotalAmt
Program Services$66,060ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$38,619TotalAmt
Program Services$17,831ProgramServicesAmt
Management And General$20,788ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$17,348TotalAmt
Program Services$12,661ProgramServicesAmt
Management And General$4,667ManagementAndGeneralAmt
Fundraising$20FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$111,647TotalAmt
Program Services$103,555ProgramServicesAmt
Management And General$7,882ManagementAndGeneralAmt
Fundraising$210FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,268TotalAmt
Program Services$1,268ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$22,790TotalAmt
Management And General$22,790ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmt
UBIT TAXES$60,287$60,287
DUES AND SUBSCRIPTIONS$53,994$7,201$46,699$94
SPECIAL EVENTS$40,448$2,420$38,028
TRAINING$20,295$3,336$16,959

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$13,193TotalAmt
Program Services$11,747ProgramServicesAmt
Management And General$1,446ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$10,206,792TotalAmt
Program Services$8,661,574ProgramServicesAmt
Management And General$1,384,122ManagementAndGeneralAmt
Fundraising$161,096FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$4,852,555BOYAmt
EOY$2,076,351EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,355,514BOYAmt
EOY$1,012,055EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$200,000BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$34,705BOYAmt
EOY$36,998EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$82,551LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$81,605LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,214BOYAmt
EOY$946EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$147,844,628BOYAmt
EOY$151,495,781EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,676,801BOYAmt
EOY$4,848,821EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$158,966,417BOYAmt
EOY$159,470,952EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$214,470BOYAmt
EOY$181,141EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$3,891,191BOYAmt
EOY$1,796,854EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$402,067BOYAmt
EOY$462,354EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,507,728BOYAmt
EOY$2,440,349EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$120,497,331BOYAmt
EOY$123,919,016EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$33,961,358BOYAmt
EOY$33,111,587EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$154,458,689BOYAmt
EOY$157,030,603EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$158,966,417BOYAmt
EOY$159,470,952EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$3,816,426ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$6,216,320NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$172,020OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$452,523CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$973,173CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,306,515CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,142,796CurrentTaxYearMinus1YearAmt
Current Tax Year$1,889,928CurrentTaxYearAmt
Total$14,764,935TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$452,523CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$973,173CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$6,306,515CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$5,142,796CurrentTaxYearMinus1YearAmt
Current Tax Year$1,889,928CurrentTaxYearAmt
Total$14,764,935TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,350,074SubstantialContributorsTotAmt
Public Support Total170$12,414,861PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,241,676CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,104,361CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,482,842CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,340,203CurrentTaxYearMinus1YearAmt
Current Tax Year$406,753CurrentTaxYearAmt
Total$7,575,835TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,673CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$129,399CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$134,072TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$617,865CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$659,931CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,327,242CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,141,033CurrentTaxYearMinus1YearAmt
Total$4,746,071TotalAmt
FieldValueIRS element (for citing)
Total Support$27,220,913TotalSupportAmt
Public Support CY1700.45610PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$40,230,294BeginningYearBalanceAmt
Contributions$26,205ContributionsAmt
Investment Earnings Or Losses$3,146,986InvestmentEarningsOrLossesAmt
Administrative Expenses$1,751,411AdministrativeExpensesAmt
End Year Balance$41,652,074EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$45,804,503BeginningYearBalanceAmt
Investment Earnings Or Losses-$3,934,621InvestmentEarningsOrLossesAmt
Administrative Expenses$1,639,588AdministrativeExpensesAmt
End Year Balance$40,230,294EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$35,398,919BeginningYearBalanceAmt
Investment Earnings Or Losses$11,465,205InvestmentEarningsOrLossesAmt
Administrative Expenses$1,059,621AdministrativeExpensesAmt
End Year Balance$45,804,503EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$34,288,152BeginningYearBalanceAmt
Investment Earnings Or Losses$2,034,838InvestmentEarningsOrLossesAmt
Administrative Expenses$924,071AdministrativeExpensesAmt
End Year Balance$35,398,919EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$34,046,995BeginningYearBalanceAmt
Investment Earnings Or Losses$1,360,126InvestmentEarningsOrLossesAmt
Administrative Expenses$1,118,969AdministrativeExpensesAmt
End Year Balance$34,288,152EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.34150BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.65850PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$82,551OtherCostOrOtherBasisAmt
Depreciation$81,605DepreciationAmt
Book Value$946BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$946TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (15 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
AG ENERGY CREDIT OPP FUND$108,371F
AG NET LEAST REALTY FUND II$2,604,282F
CLAYTON DUBILIER & RICE FUND IX$4,056,257F
CLAYTON DUBILIER & RICE FUND VIII$5,671F
CD & R FD VIII-WILSONART B LP$366,231F
MHR INSTITUTIONAL PARTNERS II$531,412F
MHR INSTITUTIONAL PARTNERS III$544,639F
MHR INSTITUTIONAL PARTNERS IV$3,547,389F
RAINE PARTNERS II$2,578,954F
TIFF CAP STOCK-TPEP 07$510,291F
TIFF PARTNERS V US$36,980F
JFMC POOLED ENDOWMENT PORTFOLIO$135,983,294F
CD & R FUND IX (CREDIT)$23,084F
MHR IV OFFSHORE$281,158F
BROKERAGE ACCOUNT$317,768F
FieldValueIRS element (for citing)
Total Book Value Securities$151,495,781TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDEFERRED FITDesc
Amt$462,354Amt
FieldValueIRS element (for citing)
Total Liability$462,354TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$12,778,706TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$6,216,320NetUnrealizedGainsInvstAmt
Other Revenue$172,020OtherRevenueAmt
Revenue Not Reported$6,388,340RevenueNotReportedAmt
Revenue Subtotal$6,390,366RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$6,390,366TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$10,206,792TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$10,206,792ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$10,206,792TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:MICHAEL REESE OPERATES AS A PUBLIC FOUNDATION AND IS EXEMPT FROM INCOME TAX UNDER PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3), PENDING IRS DETERMINATION. THE DEFERRED FEDERAL EXCISE TAX ON THE STATEMENT OF FINANCIAL POSITION REPRESENTS THE TAX ON REALIZED GAINS ON INVESTMENT IN SECURITIES THAT WOULD BE PAYABLE IF MICHAEL REESE IS NOT DETERMINED TO BE A PUBLIC FOUNDATION. EXCISE TAX IS RECORDED ON THE STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS IN THE NET REALIZED GAINS ON INVESTMENTS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST 172,020.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (57 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
ALIANZA LEADERSHIP INSTITUTE
9204 S COMMERCIAL AVE STE 201CHICAGOIL606172197020536466PC$75,000$0COMMUNITY HEALTH ORGANIZER ACCELERATOR
ALIVIO MEDICAL CENTER
966 WEST 21ST STREETCHICAGOIL60608363661051PC$15,000$00-5 YR OLD COVID19 VACCINE PROMOTION
ANEW BUILDING BEYOND VIOLENCE AND ABUSE
18137 SOUTH HARWOOD AVENUEHOMEWOODIL60430363089796PC$100,000$0PARTNER ABUSE INTERVENTION
APNA GHAR INC
4350 N BROADWAY 2ND FLOORCHICAGOIL60613363698770PC$30,000$0APNA GHAR-RESTORATIVE JUSTICE
ASCEND JUSTICE
177 N STATE STREET SUITE 500CHICAGOIL60601363647731PC$75,000$0ADVOCACY
ATT & REACH
3531 MADISON STREETSKOKIEIL60076362169123PC$200,000$0MAINTAINING THE CAPACITY OF REACH AFTER TITLE I FUND CHANGES
AUSTIN CHILDCARE PROVIDERS' NETWORK
5701 W DIVISIONCHICAGOIL60651364395447PC$15,000$0CVP ED SECTOR
BETWEEN FRIENDS
PO BOX 68548CHICAGOIL60601363460990PC$75,000$0RELATIONSHIP EDUCATION: A CHOICE FOR HOPE (REACH)
BURST INTO BOOKS
11001 S MICHIGAN AVECHICAGOIL606284308832040166PC$15,000$0CVP ED SECTOR
CASA CENTRAL
1343 N CALIFORNIA AVECHICAGOIL60622362728618PC$50,000$0VIOLENCE PREVENTION AND INTERVENTION (VPI) PROGRAM
CENTER FOR ADVANCING DOMESTIC PEACE
813 S WESTERN AVE UNIT 1CCHICAGOIL60612331075347PC$75,000$0AGENCY GENERAL OPERATING
CHICAGO ABORTION FUND
333 W NORTH AVE STE 267CHICAGOIL60610363451293PC$75,000$0WOMEN'S HEALTH
CHICAGO AREA FAIR HOUSING ALLIANCE
228 S WABASH AVE 5TH FLOORCHICAGOIL60604363384397PC$100,000$0CHICAGO AREA FAIR HOUSING ALLIANCE
CHICAGO CHILDREN'S ADVOCACY CENTER
1240 S DAMEN AVENUECHICAGOIL60608364251865PC$100,000$0CHICAGO ADVOCACY NETWORK FOR HOPE (AKA, CAN HOPE)
CHICAGO COALITION FOR THE HOMELESS
70 E LAKE STREET SUITE 720CHICAGOIL60601363292607PC$200,000$0BRING CHICAGO HOME
CHRISTIAN COMMUNITY HEALTH CENTER
9718 S HALSTED STCHICAGOIL60628363799834PC$330,508$0HEALTH FIRST FUND - YEAR 3
COMMUNITY ORGANIZING AND FAMILY ISSUES
2245 S MICHIGAN AVE STE 200CHICAGOIL606162126364044632PC$75,000$0COMMUNITY HEALTH ORGANIZER ACCELERATOR
COMMUNITYHEALTH
2611 W CHICAGO AVECHICAGOIL60622363831793PC$324,279$0HEALTH FIRST FUND - YEAR 3
CONNECTIONS FOR ABUSED WOMEN AND THEIR CHILDREN
1116 N KEDZIE AVE 5TH FLOORCHICAGOIL606514152362950380PC$105,000$0THE OPEN DOOR PROJECT
ESPERANZA HEALTH CENTERS
2001 S CALIFORNIA AVECHICAGOIL606082486320115907PC$296,956$0TELECOUNSELING (HFF) - YEAR 3
GAP COMMUNITY CENTER
2100 N KILDARE AVECHICAGOIL606393660822024205PC$75,000$0COMMUNITY HEALTH ORGANIZER ACCELERATOR
HEALING TO ACTION
332 S MICHIGAN AVE LOWER SUITE H696CHICAGOIL60604814546742PC$100,000$0GENERAL OPERATING SUPPORT
HEARTLAND ALLIANCE FOR HUMAN NEEDS AND HUMAN RIGHTS
208 S LASALLE ST SUITE 1300CHICAGOIL60604361877640PC$23,000$0CITY OF CHICAGO DEPARTMENT OF HOUSING STRATEGIC PLANNING REQUEST
HELEN MILLER-SEIU MEMBER EDUCATION AND TRAINING CENTER
2229 S HALSTED STCHICAGOIL60608260152335PC$15,000$0CHICAGOLAND CHILD CARE PROVIDER 0-5 VACCINE AWARENESS & EDUCATION CAMPAIGN
HOUSING ACTION ILLINOIS
67 E MADISON ST STE 1603CHICAGOIL60603363585238PC$100,000$0HOUSING ACTION ILLINOIS
ILLINOIS ACTION FOR CHILDREN
4753 N BROADWAY ST STE 1200CHICAGOIL606404982362712912PC$15,000$00-5 VACCINE OUTREACH
ILLINOIS CHAPTER AMERICAN ACADEMY OF PEDIATRICS
1400 W HUBBARD SUITE 100CHICAGOIL60642510183494PC$15,000$0INCREASE 0-5 YR/OLD COVID19 VACCINE ACCESS BY TRAINING MEDICAL STUDENTS
JANE ADDAMS SENIOR CAUCUS
1343 W IRVING PARK RDCHICAGOIL60613363476552PC$100,000$0JASC HOUSING JUSTICE FUND
JEWISH COMMUNITY CENTERS OF CHICAGO
300 REVERE DRIVENORTHBROOKIL60062362167758PC$377,400$0SUNRISE DAY CAMP - CHICAGO
JEWISH FEDERATION OF METROPOLITAN CHICAGO
30 SOUTH WELLS STREETCHICAGOIL60606362167761PC$495,040$0RALPH R AND MINERVA ROSE FUND (TO JCFS CHICAGO)
LEGAL ACTION CHICAGO
120 S LASALLE ST SUITE 900CHICAGOIL60603843210537PC$51,500$0DOMESTIC VIOLENCE ADVOCACY
LEGAL COUNCIL FOR HEALTH JUSTICE
17 N STATE ST SUITE 900CHICAGOIL60602363563802PC$200,000$0PROTECTING AND PROGRESSING HEALTH CARE IN ILLINOIS
LIFE SPAN
70 E LAKE STREET - SUITE 600CHICAGOIL60601362991281PC$50,000$0ADVOCACY
METROPOLITAN TENANTS ORGANIZATION
2150 S CANALPORT SUITE 2-B2CHICAGOIL60608363351193PC$100,000$0METROPOLITAN TENANTS ORGANIZATION
MIDWEST ACCESS PROJECT CO GUILD ROW
3130 NORTH ROCKWELL STREETCHICAGOIL606187927208336719PC$75,000$0WOMEN'S HEALTH
MUJERES LATINAS EN ACCION
2124 WEST 21ST PLACECHICAGOIL60608362877520PC$75,000$0LAUNCHING THE MARIA MANGUAL RESOURCE CENTER FOR SURVIVORS OF GENDER-BASED VIOLENCE
NORTHWESTERN MEMORIAL FOUNDATION
541 N FAIRBANKS COURT SUITE 800CHICAGOIL60611363152959PC$50,000$0STANDARDIZING SCREENING FOR HOMELESSNESS ACROSS HEALTH INSTITUTIONS
NORTON & ELAINE SARNOFF CENTER FOR JEWISH GENETICS
30 SOUTH WELLS ST NO 4049CHICAGOIL606065054200120266PC$100,000$0GENERAL OPERATING SUPPORT
PALENQUE LSNA (LOGAN SQUARE NEIGHBORHOOD ASSOCIATION)
2840 N MILWAUKEE AVECHICAGOIL60618362638491PC$100,000$0HOUSING JUSTICE INITIATIVE
RED LINE SERVICE
4850 N BROADWAYCHICAGOIL60640844267306PC$100,000$0RED LINE SERVICE INSTITUTE
SAFER FOUNDATION
2150 S CANALPORT AVE SUITE 4A-1CHICAGOIL60608362762168PC$150,000$0CRIMINALIZED SURVIVORS INITIATIVE
SARAH'S INN
1547 CIRCLE AVEFOREST PARKIL60130363084461PC$80,000$0PARTNER ABUSE INTERVENTION PROGRAM (PAIP)
SHALVA
PO BOX 46375CHICAGOIL60646363449507PC$60,000$0BREAKING THE CYCLE OF DOMESTIC VIOLENCE IN THE JEWISH COMMUNITY: COUNSELING, SUPPORTIVE SERVICES AND COMMUNITY EDUCATION
SHRIVER CENTER ON POVERTY LAW
67 E MADISON ST SUITE 2000CHICAGOIL60603363151279PC$300,000$0HEALTHCARE JUSTICE PROGRAM
SINAI CHICAGO
1500 S FAIRFIELD AVECHICAGOIL60608363166895PC$365,000$0SCHWAB REHABILITATION'S DOMESTIC VIOLENCE PROGRAM
SINAI URBAN HEALTH INSTITUTE
1500 S FAIRFIELD AVECHICAGOIL60608361509000PC$334,738$0DOMESTIC VIOLENCE ADVOCACY HEALTH FIRST FUND EVALUATION - YEAR 3
SOUTH SHORE WORKS
1809 E 71ST ST STE 202CHICAGOIL606492107364191772PC$100,000$0SOUTH SHORE PLANNING AND PRESERVATION COALITION: AMPLIFICATION & ASCENSION PROJECT
SOUTHSIDE TOGETHER ORGANIZING FOR POWER
602 E 61ST STCHICAGOIL60637711034518PC$100,000$0NOT ME WE
SWEDISH HOSPITAL
5145 N CALIFORNIA AVECHICAGOIL60625362179813PC$100,000$0PATHWAYS PROGRAM - CREATING AWARENESS AND CLINICAL PATHWAYS FOR DOMESTIC VIOLENCE-RELATED HEAD INJURY
TENANT EDUCATION NETWORK
1343 W IRVING PARK RDCHICAGOIL60613844869932PC$100,000$0TENANT EDUCATION NETWORK
THE ARK
6450 N CALIFORNIA AVECHICAGOIL60645237164967PC$505,000$0THE ARK STRATEGIC PLANNING/SENIOR STRATEGY & DATA POSITION
THE NETWORK ADVOCATING AGAINST DOMESTIC VIOLENCE
33 N DEARBORN STCHICAGOIL606023715363331605PC$179,715$0ADVOCATING TO PREVENT + END DOMESTIC VIOLENCE
UN NUEVO DESPERTAR - A NEW AWAKENING
2300 S MILLARDCHICAGOIL60623474335665PC$75,000$0PERSONAL DEVELOPMENT GROUP FOR MEN
VOCEL
1550 W CARROLL AVE STE 203CHICAGOIL60607462159711PC$15,000$00-5 VACCINE OUTREACH
WINGS PROGRAM INC
PO BOX 95615PALATINEIL60095363456061PC$50,000$0GENERAL OPERATING SUPPORT
WOMEN EMPLOYED
1E WACKER DR SUITE 2520CHICAGOIL60601362969526PC$71,000$0DOMESTIC VIOLENCE AND ECONOMIC EMPOWERMENT PROJECT
YWCA EVANSTONNORTH SHORE
1215 CHURCH STREETEVANSTONIL60201362193618PC$50,000$0DOMESTIC VIOLENCE SERVICES - VIOLENCE PREVENTION
FieldValueIRS element (for citing)
Total501c3 Org57Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
GAYLA A BROCKMAN
PRESIDENT & CEO$297,779$0$0$0$0$0$61,000$0$12,139$0$370,918$0$0$0
JILL A BALDWIN
COO (ENDED FEB. 2023)$207,138$0$0$0$0$0$44,884$0$13,500$0$265,522$0$0$0
CATHERINE GOESE
CHIEF FINANCIAL OFFICER/CIO$190,107$0$0$0$0$0$47,462$0$21,436$0$259,005$0$0$0
JENNIFER M ROSENKRANZ
PROGRAM DIRECTOR$153,471$0$0$0$0$0$38,333$0$21,369$0$213,173$0$0$0
RACHEL REICHLIN
PROGRAM DIRECTOR$147,420$0$0$0$0$0$36,833$0$27,801$0$212,054$0$0$0
JORDYN D LANDBERG
COMMUNICATIONS DIRECTOR$117,168$0$0$0$0$0$29,278$0$29,842$0$176,288$0$0$0
EMILY KRISCIUNAS
EXECUTIVE DIRECTOR$117,323$0$0$0$0$0$29,317$0$11,412$0$158,052$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE COMPENSATION COMMITTEE REVIEWS A COMPENSATION SURVEY OF NON-PROFIT EXECUTIVES.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 4AT THE END OF FISCAL YEAR 2022 THE ORGANIZATION APPLIED FOR AND WAS GRANTED A RE-DETERMINATION BY THE IRS TO 509(A)(1) PUBLIC CHARITY VS. PRIVATE FOUNDATION. THE BYLAWS WERE ADJUSTED TO REFLECT THIS CHANGE. A COPY OF THE ADOPTED BYLAWS HAVE BEEN ATTACHED.
FORM 990, PART VI, SECTION A, LINE 6THE JEWISH FEDERATION OF METROPOLITAN CHICAGO IS THE SOLE MEMBER OF MICHAEL REESE HEALTH TRUST.
FORM 990, PART VI, SECTION A, LINE 7ATHE JEWISH FEDERATION HAS THE AUTHORITY TO APPOINT THE MAJORITY OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7BTHE JEWISH FEDERATION (JF) HAS THE EXCLUSIVE POWER TO ELECT AND REMOVE JF DIRECTOR AND FILING VACANCIES OCCURING WITH RESPECT TO A JF DIRECTOR. THE FOLLOWING ACTIONS MAY BE TAKEN BY THE CORPORATION ONLY WITH THE CONSENT OF JF: (A) ALTERATION, AMENDMENT OR REPEAL AND REPLACEMENT OF THE BYLAWS AND (B) ALTERATION, AMENDMENT OR REPEAL OF THE ARTICLES OF INCORPORATION
FORM 990, PART VI, SECTION B, LINE 11BTHE CHIEF FINANCIAL OFFICER AND CEO REVIEW THE RETURN WITH THE CHAIR OF THE FINANCE COMMITTEE PRIOR TO FILING. THE HIGHLIGHTS ARE DISCUSSED WITH THE FINANCE COMMITTEE AND THE FULL BOARD IS GIVEN ACCESS TO THE FILING AT THE JUNE BOARD MEETING.
FORM 990, PART VI, SECTION B, LINE 12CBEFORE EVERY GRANT IS APPROVED THE PROGRAM COMMITTEE MEMBERS ARE ASKED TO SIGN OFF IF THEY HAVE ANY CONFLICT WITH THE CURRENT ROSTER OF GRANTEES.
FORM 990, PART VI, SECTION B, LINE 15THE CEO WORKS WITH OTHER CEOS OF SIMILAR SIZE AND COMPARE SALARY DATA.
FORM 990, PART VI, SECTION C, LINE 19AVAILABLE UPON REQUEST
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST 172,020.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF METROPOLITAN CHICAGOBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 S WELLS STREETAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP69696ZIPCd
FieldValueIRS element (for citing)
Primary ActivitiesSOCIAL SERVICESPrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 7PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF METROPOLITAN CHICAGO AND AFFILIATESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeBTransactionTypeTxt
Involved$2,003,954InvolvedAmt
Method Of Amount DeterminationCASH VALUEMethodOfAmountDeterminationTxt

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