2022-05-13T08:41:55-05:00 2021-06-30 420714325 RSM US LLP 30 S Wacker Drive Ste 3300 Chicago IL 60606 990 2020-07-01 362167034 Jewish United Fund of Metropolitan Chicago JEWI 3123574790 30 South Wells No 4049 Chicago IL 60606 James A Pinkston VP of Accounting 3123574790 2022-05-11 1 James Pinkston 999009999 Rebekuh Eley P01247672 3126343400 2022-05-11 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Lonnie Nasatir 30 South Wells No 4049 Chicago IL 60606 117042818 0 X www.JUF.org X 1949 IL JUF is the Chicago Jewish community's central philanthropy, funding wide-ranging services. 87 84 564 5742 533170 0 21647341 105882435 2897192 3698581 3583221 6912665 -598563 -211598 27529191 116282083 3750381 86577569 0 0 8170531 14354778 13094 43565 6053794 5080383 7554330 17014389 108530242 10514802 7751841 227684034 243180616 99608318 78214264 128075716 164966352 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 100+ agencies, schools, and programs. 0 0 42529390 42341599 629550 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:PROVIDING HELP AND HOPE TO PEOPLE IN NEEDWhen COVID-19 transformed life as we knew it, creating human needs greater in scope than we had seen in our lifetime, JUF swiftly became a lifeline for tens of thousands of people. - 36,000 people received food assistance through JUF-funded meal and grocery programs.- 30,000 people received $16.6 million in emergency financial assistance from JUF agencies in 2021 - a 40% increase in dollars over 2020. - 88% more emergency dollars were provided for housing and 52% more emergency dollars were provided for food compared to last year. - 2,300 Holocaust survivors received $10.8 million in emergency financial aid from JUF agencies in 2021 - a 25% increase over last year. - 36,000 people received mental health care - a 65% increase over 2020.- Respite services were doubled for caregivers of people with disabilities- 35,000 people benefited from extra support for Jewish day schools, preschools and summer campsWith accelerating threats and attacks against Jewish institutions, there was also increased demand for JUF's support in providing security for Jewish Chicago.- 100 Jewish groups assisted to date in getting additional funding to strengthen their security, including $20 million in U.S. Homeland Security grants and $6 million in State capital security grants. - 88 Chicago-area Jewish groups received $1.6 million in JUF matching grants in the last three years, which leveraged an additional $2.3 million in matching funds, resulting in nearly $4 million of new or improved physical security protecting 37,000 people. ENGAGING THE COMMUNITY IN JEWISH LIFE JUF connected young families to Jewish identity and community throughout the year.- 11,000 local children get free, monthly Jewish books through PJ Library & PJ Our Way. - 8,000 young families participated in programs and events through JUF and its agencies last year - 1 in 5 of them for the first time.- JUF and its agencies hosted 300 events for young families throughout the yearDynamic, JUF-supported programs engaged teens, college students & young adults in Jewish life.- 7,400 teens engaged Jewishly through programs run by JUF and JUF-supported agencies - an 87% increase over 2020. - 5,500 young adults engaged in programs provided by JUF and its agencies in 2021 - half of them for the first time. - 2,300 (36%) of all Jewish college students in Illinois participated in Hillel in 2021.- 1,500 college students attended 54 pre-Israel programs and events held on 16 college campuses across Illinois- 1,200 youth received $1 million in scholarships and vouchers for Jewish summer camp.JUF continued to help make Jewish education more affordable. - 4,300 individuals received $45.6 million in scholarships & tuition assistance in 2021 to help them afford Jewish preschool, day school, graduate and undergraduate programs.- 3,500 local Jewish Day School students - 76% of those enrolled - received scholarships and/or tuition assistance from JUF-supported day schools, which totaled $43.8 million in 2021.- 500+ preschoolers - 1 in 5 of those enrolled - received $1 million in scholarships and subsidies from JUF and JCC to help make their early childhood education possible. And JUF engaged community members of all ages.- 48,000 community members attended outreach & education programs through JUF agencies in 2021, from support groups and workshops to genetic education and Jewish enrichment. - 22,000 adults attended 275 local Jewish programs provided by JUF and JCC Chicago.- 9,300 older adults participated in programming across JUF agencies. 44509971 44235970 395050 Allocations (Overseas) - Through its allocation to JFNA, JUF supports services to millions of individuals in Israel and 70 other countries. These range from basic social service programs addressing needs of all age groups to formal and informal Jewish education/identity development. The major beneficiary organizations which engage in overseas work through support from JFNA are the American Jewish Joint Distribution Committee, the Jewish Agency for Israel and the World ORT. 1566582 533170 Communications and JUF News: 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. 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. 584290 34634 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. 3105163 2106177 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. 3689453 2140811 92295396 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 1 0 0 1 0 0 0 0 1 1 1 0 0 1 50 0 1 564 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 87 84 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 Dr Steven B Nasatir PhD Executive Vice Chairman 30.00 8.00 X 42945 462298 15794 Lonnie Nasatir President 25.00 25.00 X 200273 244778 27808 David S Rosen Senior Vice President - Endowments 10.00 40.00 X 0 408789 37679 Jay Tcath Executive Vice President 25.00 25.00 X 185709 145914 84642 Rabbi Louis A Lazovsky Vice President - Human Resources 40.00 10.00 X 243294 27033 95437 David S Rubovits PhD Chief Operating Officer 39.00 11.00 X 274134 0 78406 Boaz Blumovitz Chief Financial Officer 22.50 27.50 X 180143 147390 21054 James Rosenberg Chief of Staff 40.00 10.00 X 272506 0 56459 Joy Schwartz Vice President - Communications 50.00 0.00 X 288967 0 30389 James A Pinkston Vice President - Accounting 20.00 30.00 X 213075 71025 30857 Deborah Covington Senior VP, Planning & Allocations 40.00 10.00 X 180391 9494 105657 Shirley Dvorin Vice President - Human Resources 50.00 0.00 X 197395 0 87415 David Prystowsky Vice President - Campaign 50.00 0.00 X 233375 0 36694 Robert Schuckman Vice President - General Counsel 10.00 40.00 X 43473 173892 51855 Peter Chiswick Sr Assoc V.P. & Dir, JUF Invest. 25.00 25.00 X 214973 0 54126 Daniel Goldwin Exec. Director, Public Affairs 25.00 25.00 X 120174 119217 20115 Stuart Spector Vice President - Campaign Operations 50.00 0.00 X 199427 0 43235 Kedar Potdar Vice President - Technology 50.00 0.00 X 215892 0 18248 Audra P Berg VP, Leadership Eng. & Board Rel. 8.50 41.50 X 171608 0 27285 Pam F Szokol Chairman 5.00 5.00 X X 0 0 0 Wendy C Abrams Vice Chairman 5.00 5.00 X X 0 0 0 Gita Berk Vice Chairman 5.00 5.00 X X 0 0 0 Linda B Ginsburg Vice Chairman 5.00 5.00 X X 0 0 0 Jordan T Goodman Vice Chairman 0.50 0.50 X X 0 0 0 Joshua B Herz Vice Chairman 5.00 5.00 X X 0 0 0 Scott Heyman Vice Chairman 5.00 5.00 X X 0 0 0 Dana Westreich Hirt Vice Chairman 0.50 0.50 X X 0 0 0 Deborah Schrayer Karmin Vice Chairman 0.50 0.50 X X 0 0 0 Jane Cadden Lederman Vice Chairman 5.00 5.00 X X 0 0 0 Steven N Miller Vice Chairman 0.50 0.50 X X 0 0 0 David Rosenbaum Vice Chairman 0.50 0.50 X X 0 0 0 Kim Shwachman Vice Chairman 5.00 5.00 X X 0 0 0 Marc Spellman Vice Chairman 5.00 5.00 X X 0 0 0 Cindy Kaplan Treasurer 5.00 5.00 X X 0 0 0 Jason Peltz Assistant Treasurer 5.00 5.00 X X 0 0 0 Peter B Bensinger Jr Secretary 0.50 0.50 X X 0 0 0 Jeremy Amster Assistant Secretary 0.50 0.50 X X 0 0 0 Dr Edward M Atkins Director 0.50 0.50 X 0 0 0 Katie Berger Director 0.50 0.50 X 0 0 0 Wendy Berger Director 5.00 5.00 X 0 0 0 Debbie L Berman Director 0.50 0.50 X 0 0 0 Marc S Brenner Director 0.50 0.50 X 0 0 0 David T Brown Director 0.50 0.50 X 0 0 0 Susan Spier Chapman Director 0.50 0.50 X 0 0 0 Caroline Davidson Director 0.50 0.50 X 0 0 0 Rabbi Alex Felch Director 0.50 0.50 X 0 0 0 Maury Fertig Director 0.50 0.50 X 0 0 0 Linda Schottenstein Fisher 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 Andrew Glick Director 0.50 0.50 X 0 0 0 David Golder Director 0.50 0.50 X 0 0 0 Craig Goldsmith Director 0.50 0.50 X 0 0 0 Steven M Greenbaum Director 0.50 0.50 X 0 0 0 King W Harris Director 0.50 0.50 X 0 0 0 Rabbi Sidney M Helbraun Director 0.50 0.50 X 0 0 0 Andrew S Hochberg Director 10.00 10.00 X 0 0 0 Lisa Jericho Director 0.50 0.50 X 0 0 0 Cathy Kahn Director 0.50 0.50 X 0 0 0 Linda Kellough Director 0.50 0.50 X 0 0 0 Ari Klein Director 0.50 0.50 X 0 0 0 Ann-Louise Kleper Director 0.50 0.50 X 0 0 0 Adrienne J Kriezelman 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 Laurie Lustbader Director 0.50 0.50 X 0 0 0 Lindsey P Markus Director 0.50 0.50 X 0 0 0 Yosef Meystel Director 0.50 0.50 X 0 0 0 Lee I Miller Director 0.50 0.50 X 0 0 0 Michael Oxman Director 0.50 0.50 X 0 0 0 Ross S Pearlstein Director 0.50 0.50 X 0 0 0 Sanford E Perl Director 0.50 0.50 X 0 0 0 Theodore F Perlman Director 0.50 0.50 X 0 0 0 David Porush Director 0.50 0.50 X 0 0 0 Brandon C Prosansky Director 0.50 0.50 X 0 0 0 Elliot Robinson 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 Eric A Rothner Director 0.50 0.50 X 0 0 0 Gail L Rudo Director 0.50 0.50 X 0 0 0 Susan Sacks Director 0.50 0.50 X 0 0 0 Charlene K Sales Director 0.50 0.50 X 0 0 0 James Sarnoff Director 0.50 0.50 X 0 0 0 Max Schrayer Director 0.50 0.50 X 0 0 0 Harry J Seigle Director 0.50 0.50 X 0 0 0 Midge Perlman Shafton Director 0.50 0.50 X 0 0 0 Devra Resnick Shutan Director 0.50 0.50 X 0 0 0 Bill Silverstein Director 0.50 0.50 X 0 0 0 Shari Slavin Director 0.50 0.50 X 0 0 0 Judy L Smith Director 0.50 0.50 X 0 0 0 Alan P Solow Director 0.50 0.50 X 0 0 0 Sara Crown Star Director 0.50 0.50 X 0 0 0 Rachel Stein Director 0.50 0.50 X 0 0 0 Victoria Stender 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 Kalman Wenig Director 0.50 0.50 X 0 0 0 Deborah Winick Director 0.50 0.50 X 0 0 0 Andrea R Yablon Director 0.50 0.50 X 0 0 0 Michael H Zaransky Director 0.50 0.50 X 0 0 0 Hilary Greenberg Ex-Officio 0.50 0.50 X 0 0 0 Amy Yeager E Hausman Ex-Officio 0.50 0.50 X 0 0 0 Marc Karlinsky Ex-Officio 0.50 0.50 X 0 0 0 Alison J Karmin Ex-Officio 0.50 0.50 X 0 0 0 3477754 1809830 923155 11 0 1 0 RSM US LLP 30 South Wacker Drive Ste 3300 Chicago IL 60606 Auditing Services 278500 Gil Travel 1511 Walnut Street Philadelphia PA 19102 Travel Agency 256637 Greenberg Traurig 77 W Wacker Drive Chicago IL 60601 Legal Services 211051 Greater Talent Network Inc 888 7th Avenue New York NY 10016 Speakers' Agency 184060 ESP Presents LLC 1658 N Milwaukee Ave Chicago IL 60647 Event Consultants 130137 6 22237500 5420576 78224359 6148741 105882435 Service Fees 561000 1799892 1799892 Program Fees 561000 1365519 1365519 JUF News Advertising 541800 533170 533170 3698581 140561 140561 7257416 485312 6772104 6772104 6772104 63825 275423 -211598 -211598 116282083 3165411 533170 6701067 86577569 86577569 2781042 690558 1192678 897806 127327 127327 9088220 2256687 3897576 2933957 589548 148767 248560 192221 1061185 267780 447407 345998 707456 178520 298271 230665 619389 593263 26126 152581 152581 117785 117785 43565 43565 309340 136594 137047 35699 129701 64831 64870 648212 233711 121006 293495 1774501 145171 1433350 195980 1966399 343770 1145650 476979 71774 39045 30049 2680 23911 1932 19674 2305 228346 121353 106993 577595 58568 417229 101798 99807 99807 Credit Card Fees 277539 277539 Temporary Help 132621 14102 85614 32905 Events-Before Income 118581 6410 112171 Missions-Before Income 55686 55686 250562 83540 76322 90700 108530242 92295396 10181052 6053794 10162676 8672125 32471830 32837929 816878 482445 248351 569796 4836222 3217802 1635765 1618420 140390676 166332046 41957858 32667855 227684034 243180616 3122199 3151808 6338566 9815911 1395236 1805546 5420576 0 83331741 63440999 99608318 78214264 X 113873008 148821880 14202708 16144472 128075716 164966352 227684034 243180616 X 7751841 25031932 4106863 X 0 1 X 1 0 X 102074049 127924342 97348743 88164933 127529776 543041843 102074049 127924342 97348743 88164933 127529776 543041843 35289097 507752746 26888 25863 381777 589370 259050 1282948 544324791 31082738 0.93280 0.88300 X Part II, Short Year Explanation: Jewish United Fund changed from a calendar year end to a June 30 fiscal year end during 2020. Therefore, the short year 1/1/2020 - 6/30/2020 has been presented in column (e) 2020 along with the current fiscal year amounts. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 9600 0 0 9600 0 Part II-B, Line 1: The JCRC participated in the following legislative activities in fiscal year 2021: Israel/International: JCRC communicated with the Illinois Congressional delegation, city, county and state legislators and federal, state, city and county executive branch officials on a variety of issues. Domestic Issues: JCRC staff and volunteers communicated with Illinois legislators and executive branch officials on various items. 135168573 1230488 31677723 7267630 160809154 128666527 133716 15416091 7283619 136932715 125853578 14502889 -2811081 8878859 128666527 70657506 50484460 11600319 6888707 125853578 68421562 5284437 2414774 5463267 70657506 0.89830 0.07510 0.02660 0 1 1 4786401 3185860 1600541 49821 31942 17879 1618420 Investment in Life Insurance Policies 4161089 F Other Investments 132892 F JFMC Pooled Endowment Portfolio, LLC 162038065 F 166332046 Due from Participating Employers for Pension Benefits 32667855 32667855 Liability for Pension Benefits 62165053 Due to Jewish Federation of Metropolitan Chicago 777608 Due to JFMC Facilities Corporation 498338 63440999 X Part V, Line 4: The endowment funds (which include both board designated and donor 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. 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. However, income from certain activities not directly related to the organization's tax-exempt purpose are subject to taxation. The accounting standard on accounting for uncertainty in income taxes 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, 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 Jewish United Fund and various positions related to the potential sources of unrelated business taxable income. 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. At June 30, 2021, there were no unrecognized tax benefits identified or recorded as liabilities. Jewish United Fund files Forms 990 and 990-T in the U.S. federal jurisdiction and the State of Illinois. Jewish United Fund is generally no longer subject to examination by the Internal Revenue Service for years before fiscal year 2018. Israel 1 4 Program Services Oversight and monitoring of overseas allocation. 673197 1 4 0 0 1 4 673197 0 673197 0 0 0 0 0 0 Part III Accounting Method: X 1 Siegel Marketing Group 1845 N Farwell Ave Suite 300 Milwaukee WI 53202 Phone solicitation 0 160430 43565 116865 160430 43565 116865 IL Lion Luncheon 15984 15984 35390 3154 2373 Spring Event 21924 21924 32200 3934 30419 373 3 25917 25917 74438 22708 66007 4427 63825 63825 142028 29796 96426 7173 275423 -211598 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 2021 Jewish United Fund annual campaign, which raised several million dollars from the Chicago Jewish community. Contributions to the annual campaign are not included on Schedule G. 1 Jewish Federations of North America 25 Broadway New York NY 10004 131624240 501(c)(3) 44235970 Regular campaign Jewish Federation of Metropolitan Chicago 30 S Wells Street Suite 4049 Chicago IL 60606 362167761 501(c)(3) 40192532 To support a range of nonprofit organizations which address humanitarian, health and welfare needs. CJE Senior Life 3003 W Touhy Avenue Chicago IL 60645 362727597 501(c)(3) 389597 General Operations Jewish Community Centers of Chicago 30 S Wells Street Chicago IL 60606 362167758 501(c)(3) 256129 EZRA and Other Programming Jewish Child & Family Services 216 W Jackson Boulevard Suite 800 Chicago IL 60606 362167757 501(c)(3) 234344 General Operations The ARK 6450 N California Ave Chicago IL 60645 237164967 501(c)(3) 172077 General Operations Arie Crown Hebrew Day School 4600 Main Street Skokie IL 60076 362129620 501(c)(3) 150000 General Operations Hebrew Theological College 7135 Carpenter Road Skokie IL 60077 362167095 501(c)(3) 150000 General Operations Ida Crown Jewish Academy 8233 Central Park Avenue Skokie IL 60076 362167009 501(c)(3) 150000 General Operations Jewish Federation of Palm Beach County 1 Harvard Circle Suite 100 West Palm Beach FL 33409 590948696 501(c)(3) 105000 General Operations American Jewish Joint Distribution Committee 220 E 42nd Street New York NY 10017 131656634 501(c)(3) 70000 General Operations Jewish Federation of South Palm Beach County 9901 Donna Klein Blvd Boca Raton FL 33428 591945109 501(c)(3) 55555 General Operations Jewish Federation of SarasotaManatee 580 McIntosh Rd Sarasota FL 34232 591227747 501(c)(3) 52624 General Operations United States Holocaust Memorial Museum 100 Raoul Wallenberg Place SW Washington DC 20024 521309391 501(c)(3) 50000 General Operations Mount Sinai Medical Center 1500 S California Avenue Chicago IL 60608 361509000 501(c)(3) 42623 General Operations Jewish National Fund 60 Revere Dr Northbrook IL 60062 131659627 501(c)(3) 25360 General Operations American Committee for the Weizmann Institute of Science 633 Third Ave New York NY 10017 New York NY 10017 131623886 501(c)(3) 25000 General Operations Hillel Torah North Suburban Day School 7120 N Laramie Ave Skokie IL 60077 362436314 501(c)(3) 25000 General Operations Maot Chitim 3710 Commercial Ave Suite 7 Northbrook IL 60062 363398501 501(c)(3) 24000 General Operations Jewish Agency for Israel North American Council 633 Third Avenue 21st Floor New York NY 10017 230053483 501(c)(3) 20000 General Operations University of Tennessee 501 McClung Tower Knoxville TN 37996 621844686 501(c)(3) 20000 General Operations Shalva PO Box 46375 Chicago IL 60646 363449507 501(c)(3) 18668 General Operations Associated Talmud Torahs 3531 Madison Street Skokie IL 60076 362169123 501(c)(3) 16800 General Operations Chicago Chesed Fund 7045 N Ridgeway Ave Lincolnwood IL 60712 363641111 501(c)(3) 15000 General Operations Northwestern Memorial Foundation 251 E Huron St Chicago IL 60611 363152959 501(c)(3) 13089 General Operations ORT America 3701 Commercial Ave Suite 13 Northbrook IL 60062 135562424 501(c)(3) 7036 General Operations Keshet 600 Academy Dr Suite 130 Northbrook IL 60062 363441392 501(c)(3) 5050 General Operations 27 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 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 0 1 0 0 0 0 0 0 0 Dr Steven B Nasatir PhD Executive Vice Chairman 36310 390871 0 0 6635 71427 0 0 1378 14837 44323 477135 0 0 Lonnie Nasatir President 186104 227460 0 0 14169 17318 5406 6608 7457 9114 213136 260500 0 0 David S Rosen Senior Vice President - Endowments 0 377492 0 0 0 31297 0 25548 0 12907 0 447244 0 25000 Jay Tcath Executive Vice President 184779 145183 0 0 930 731 42288 33226 5546 4358 233543 183498 0 0 Rabbi Louis A Lazovsky Vice President - Human Resources 240657 26740 0 0 2637 293 77584 8620 9009 1001 329887 36654 0 0 David S Rubovits PhD Chief Operating Officer 272473 0 0 0 1661 0 68193 0 10990 0 353317 0 0 0 Boaz Blumovitz Chief Financial Officer 179837 147140 0 0 306 250 11580 9474 427 349 192150 157213 0 0 James Rosenberg Chief of Staff 271949 0 0 0 557 0 55941 0 1294 0 329741 0 0 0 Joy Schwartz Vice President - Communications 288410 0 0 0 557 0 21045 0 10120 0 320132 0 0 0 James A Pinkston Vice President - Accounting 211200 70400 0 0 1875 625 14315 4772 9410 3137 236800 78934 0 0 Deborah Covington Senior VP, Planning & Allocations 180391 9494 0 0 0 0 93221 4906 7172 377 280784 14777 0 0 Shirley Dvorin Vice President - Human Resources 195097 0 0 0 2298 0 79805 0 8242 0 285442 0 0 0 David Prystowsky Vice President - Campaign 233375 0 0 0 0 0 26443 0 10270 0 270088 0 0 0 Robert Schuckman Vice President - General Counsel 42387 169548 0 0 1086 4344 7852 31406 2656 10624 53981 215922 0 0 Peter Chiswick Sr Assoc V.P. & Dir, JUF Invest. 209626 0 0 0 5347 0 47294 0 7507 0 269774 0 0 0 Daniel Goldwin Exec. Director, Public Affairs 120174 119217 0 0 0 0 6159 6110 3949 3917 130282 129244 0 0 Stuart Spector Vice President - Campaign Operations 198986 0 0 0 441 0 36639 0 7240 0 243306 0 0 0 Kedar Potdar Vice President - Technology 202668 0 0 0 13224 0 8709 0 10224 0 234825 0 0 0 Audra P Berg VP, Leadership Eng. & Board Rel. 171541 0 0 0 67 0 18996 0 8851 0 199455 0 0 0 Part I, Line 1a During 2020, JUF paid travel costs for the Executive Vice Chairman's wife, who accompanied him on business trips. The cost of the travel was $456. This amount was included in the Executive Chairman's W-2 as reportable compensation. During 2020, JUF paid travel costs for the President's wife, who accompanied him on business trips. The cost of travel was $379. This amount was included in the President's W-2 as reportable compensation. Social club dues are paid on behalf of appropriate employees conducting business at a private city club. The social club dues are a non-taxable benefit. No country club dues are paid by the organization. Part I, Line 4b 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. Dr. Nasatir vested in the following benefits: Benefit payments from the aforementioned agreements will continue for the longer of 1) 10 years through December 2028 or 2) his lifetime. In the event of his death prior to 2029, payments will be made to Dr. Nasatir's beneficiary. The $50,000 and $5,000 annual payment amounts are to be adjusted annually in accordance with the CPI index. In 2017, the Jewish Federation entered into a third agreement with Steven Nasatir which provides for annual payments of $21,000 per year, beginning in 2018, for the longer of his lifetime or ten years (through December 2027). In 2020, Steven Nasatir received payments totaling $106,428 from the three supplemental non-qualified retirement plans. David Rosen: The Jewish Federation has an agreement with David Rosen which provides for annual payments of $25,000 per year that began in 2018 and will end in 2028. In 2017, the Jewish Federation entered into a second agreement with David Rosen which provides for annual payments of $25,000 beginning in 2022 and ending in 2032. This benefit is contingent on David Rosen maintaining his employment at JUF through January 1, 2022. Jay Tcath: JUF has an agreement with Jay Tcath that provides for annual payments of $25,000 for 10 years commencing upon his retirement from JUF or if he is no longer employed by JUF, upon reaching age 64. In July 2018, JUF entered a split dollar life insurance agreement with Jay Tcath that will provide a death benefit of $625,000 if he maintains his employment at JUF through June 2023. In addition, JUF and Mr. Tcath entered into another agreement that will provide 15 annual payments of approximately $33,000 per year if Mr. Tcath maintains his employment at JUF. Associated Agencies Inc See below 127327 See below 0 Schedule L, Part IV: (b) Relationship between interested persons and the organization: Max Schrayer, Director, is the principal owner and CEO of Associated Agencies, Inc. Joshua B. Herz, Director, is the President of Associated Agencies, Inc. Schedule L, Part IV: (b) Description of Transaction: Associated Agencies, Inc. is JUF's primary broker for liability insurance. During the year ended June 30, 2021, JUF paid Associated Agencies, Inc. $127,327 for such insurance. JUF regularly receives competitive bids from other insurance companies and Mr. Schrayer and Mr. Herz do not participate in any decision-making or voting regarding the purchase of insurance. X 548 6148741 Fair Market Value 0 0 0 0 Part I, Column (b): Is the number of items contributed. Form 990, Note on Prior Year Amounts: The prior year revenue and expenses reported in this Form 990 only cover the six month period ended June 30, 2020. Jewish United Fund changed from a calendar year end to a June 30 fiscal year end during 2020 and as a result a short year Form 990 was filed for the prior year. The current year numbers include a full 12 months of activity for the fiscal year ended June 30, 2021. Therefore, the revenue and expenses for the prior year are considerably less than the current year amounts. Form 990, Part VI, Section A, line 2 Alison Karmin, Ex-Officio, and Deborah Karmin, Vice Chairman, have a family relationship. Lonnie Nasatir, President, and Steven B. Nasatir, Executive Vice Chairman, have a family relationship. Deborah Schrayer Karmin, Director, and Max Schrayer, Director, have a family relationship. Eric Rothner, Director, and Avi Rothner, Director, have a family relationship. Max Schrayer, Director, and Joshua Herz, Vice Chairman, have a 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 The election of directors shall be held at the regular annual meeting of JUF/Federation. The Board of directors shall be identical with the Board of Directors of the Federation. 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. 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, Immediate Past Board Chairman, Audit Committee Chairman, and Overall Planning and Allocations (Budget) Committee Chairman. This committee uses comparable data from other large nonprofit organizations to ensure compensation for JUF executives is consistent with the market, including but not limited to a Total Compensation Survey of large city Jewish Federations that is coordinated through the national Jewish Federations of North America organization and conducted by the Hay Group, a nationally recognized expert in the field of compensation consulting. The compensation committee approves compensation for the President of JUF and other officers and key employees. The process for determining the compensation for officers and key employees is documented by the compensation committee's minutes. Form 990, Part VI, Section C, line 18 The organization is a platinum-level Guidestar participant, demonstrating its commitment to transparency, and as such 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 and are posted on its website. With regards to the Form 990 and 990-T, the organization provides these documents upon request 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 6,255,840. Other Non-Operating Activity -2,148,977. IGRB Foundation 30 South Wells Suite 4049 Chicago IL 60606 364018186 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Albert and Lucille Delighter & Marcella Winston Foundation 30 South Wells Suite 4049 Chicago IL 60606 205488529 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 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 1 BLS Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364420871 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Bucksbaum Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364341914 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Charles & Audrey Dann Charitable Foundation 30 South Wells Suite 4049 Chicago IL 60606 364018189 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Chicago Center for Jewish Genetic Disorders 30 South Wells Suite 4049 Chicago IL 60606 200120266 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Covenant Foundation 1270 Avenue of the Americas Suite 3 New York NY 10020 363722029 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Crown Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 363330462 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Epstein Wenger Family Support Foundation 30 South Wells Suite 4049 Chicago IL 60606 364380168 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Glickman Foundation 30 South Wells Suite 4049 Chicago IL 60606 363857009 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Goodman Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 364018187 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Harvey L Miller Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 900187252 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Helene Diamond & Jorde Nathan Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364157242 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Hillel of Illinois Endowment Foundation 30 South Wells Suite 4049 Chicago IL 60606 364310755 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 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 1 JFMCP3 Corporation 30 South Wells Suite 4049 Chicago IL 60606 262053862 Supporting Organization IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 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 Lawrence E & Nancy S Glick Foundation 30 South Wells Suite 4049 Chicago IL 60606 363662985 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Leonard and Diane Sherman Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364345181 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Manfred and Fern Steinfeld Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364244346 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Michael Reese Health Trust 150 North Wacker Drive Suite 2320 Chicago IL 60606 362170910 Private Foundation IL 501(c)(3) PF Jewish Federation of Metropolitan Chicago 1 Prairie Minerals Foundation 30 South Wells Suite 4049 Chicago IL 60606 320062771 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Ring Family Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 201642012 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Robert L & Sylvia M Haag Foundation 30 South Wells Suite 4049 Chicago IL 60606 300149729 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Robert U & Roberta Goldman Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 203921714 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Rose Family Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 205389086 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Seder Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 363988995 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 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 Jewish Federation of Metropolitan Chicago 1 Sisyphus Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 205944850 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Tamar & Jonathan Koschitzky Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 300149723 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 The First Spoke Foundation 30 South Wells Suite 4049 Chicago IL 60606 200894628 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 The Harriette and Ted Perlman Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 811309979 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 The Pritzker Family Philanthropic Fund 71 S Wacker Drive Ste 4600 Chicago IL 60606 363623264 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 The Robert and Yadelle Sklare Foundation 30 South Wells Suite 4049 Chicago IL 60606 364389423 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 The SwartzbergZoller Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 363864416 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Wagner Descendant's Foundation 30 South Wells Suite 4049 Chicago IL 60606 204004517 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Weiss Memorial Hospital Foundation 30 South Wells Suite 4049 Chicago IL 60606 364413031 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 Z Frank Camp Apachi Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 363833108 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 1 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 Charitable Remainder Unitrusts (19) Charitable Trust IL Jewish Federation of Metropolitan Chicago T 1 Charitable Remainder Annuity Trusts (3) Charitable Trust IL Jewish Federation of Metropolitan Chicago T 1 0 1 1 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 Crown Family Foundation C 15050000 Cash Albert and Lucille Delighter and Marcella Winston Foundation C 4075000 Cash JFMC Facilities Corp K 2485782 Cash Pritzker Family Philanthropic Fund C 1500000 Cash Shure Charitable Trust C 1362500 Cash Karl Perl Charitable Trust C 250000 Cash