2020-10-28T09:34:42-05:00 2019-12-31 420714325 RSM US LLP 1 S Wacker Drive Ste 800 Chicago IL 60606 990 2019-01-01 362167034 Jewish United Fund of Metropolitan Chicago JEWI 3123574790 30 South Wells No 4049 Chicago IL 60606 James A Pinkston VP of Accounting 3123574790 2020-10-26 1 Rebekuh Eley P01247672 3126343400 2020-10-24 108.231.126.63 2020-10-26 13:46:35 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 2A28FA2E2A09A40AF4F0A751499BE74D16D20E85 2019 2021-01-29 14:40:06Z Lonnie Nasatir 30 South Wells No 4049 Chicago IL 60606 102883153 0 X www.JUF.org X 1949 IL JUF is the Chicago Jewish community's central philanthropy, funding wide-ranging services. 82 79 588 9696 590087 0 97348743 88164933 7576309 6114628 11614137 4571702 -1027552 -833308 115511637 98017955 78946254 78709939 0 0 13787716 14474541 27143 29643 6716323 13497332 10772859 106258445 103986982 9253192 -5969027 226925534 237716660 102162300 112892640 124763234 124824020 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 42674602 42674602 817289 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:1. While battling antisemitism and hate, JUF is committed to ensuring that every community member can safely participate in Jewish life.- Since 2017, JUF has awarded $1.6M in matching grants and leveraged an additional $2.3 million, yielding a total of nearly $4M in new or enhanced security at 88 Jewish sites in the Chicago area, helping to protect 37,000+ community members.- Grant recipients include: - 54 Synagogues - 48% of Chicago area synagogues (every synagogue that applied) - 19 preschools & day schools, 12 agencies, 3 camps and 2 colleges.- JUF also helps make additional financial resources available to local Jewish institutions by assisting them in applying for grants through the U.S. Department of Homeland Security - helping to garner 250 grants for 99 local Jewish schools, synagogues and agencies totaling $20.45 million to date.- JUF regularly provides individual security assessments and consultations for local synagogues, Jewish schools, preschools and agencies, and cooperates seamlessly with federal, state and local law enforcement to help keep Jewish Chicago safe.- Working with these partners, JUF convenes regular security summits to further enhance local security for Chicago area Jewish institutions, providing training to many hundreds of staff and lay leaders at scores of Jewish institutions.2. JUF is on the cutting edge of service delivery to the most vulnerable, evolving to address community needs as they emerge.As 1 in 5 people will experience mental illness this year and mental health issues are accelerating among young people, JUF is at the forefront of providing effective treatment, education and support in the community.- 30,000 people - individuals with mental health challenges, family members, caregivers, and professionals alike - benefited from mental health services provided by JUF agencies in 2019.- 2,400 individuals and families received direct mental health care from JUF agencies.- 3,500 individuals received counseling and participated in support groups and other JUF agency programs to enhance their mental health.- 5,800+ professionals participated in mental health training and other capacity-building.- 13,400 community members increased their awareness and knowledge of mental health topics through JUF agencies' outreach and education events.JUF serves Holocaust survivors more intensively than ever before.- JUF agencies served 2,000+ Holocaust survivors in the Chicago area in 2019.- Nearly 1,800 local survivors received ongoing financial assistance and 330+ received one-time emergency financial aid, totaling $8.1 million - an 88% increase over 2018.- Nearly 1,200 survivor households received financial assistance for personal care.- Some 1,700 survivors participated in socialization and wellness progress.JUF fights Jewish poverty across Chicago and around the globe.- 28,000 local individuals received one or more services to meet their fundamental needs, including food, housing, transportation and basic healthcare.- Nearly 4,900 local households received $10.4 million in emergency financial assistance from JUF agencies in 2019 - a 62% increase in dollars over 2018.- Food is the most common need for financial assistance.- Nearly 21,000 local Jews are sustained through JUF-funded food programs; 3 in 5 are over 55.- For 1 in 4 clients, dinner at the JUF Uptown Cafe is their first meal of the day - and for 1 in 3, it's their first interaction with another person during the day.- 38,000 individuals in need received direct healthcare through JUF-supported agencies.- Last year, 5,900 local households got help obtaining or maintaining public benefits (SNAP, Medicaid, Medicare, Social Security) and 400 individuals received legal services.- 3,200+ individuals received transportation assistance, 94% of whom are older adults.- 500+ individuals lived in JUF agency-operated affordable housing, while 400+ people participated in services to secure affordable housing.- Israel suffers from the highest child poverty rate in the Western World, tens of thousands of whom rely on JUF programs to help break the cycle of poverty.- Nearly 90,000 impoverished seniors throughout the former Soviet Union, half of whom are Holocaust survivors, depend on JUF agencies for food and other necessities.3. JUF engages more members of the next generation in Jewish life more effectively than ever.JUF connects young families to Jewish life, community and one another.- 8,500 local children get free, monthly Jewish books through PJ Library & PJ Our Way.- 8,400 young families participated in programs and events through JUF and its agencies in 2019 - 30% of them for the first time.JUF brings young Jews to Israel, connecting them to the land, the people & their own identities.- Some 2,700 Chicago youth and young adults participated in JUF-funded Israel trips in 2019.- 800 young people received $1.2 million in scholarships and subsidies through JUF to help make their Israel experiences possible.- 1,500 young adults went on free JUF Birthright Israel trips.JUF creates dynamic hubs of Jewish life to engage teens, college students & young adults.- 7,000 teens engaged Jewishly through programs run by JUF and JUF-supported agencies.- 60% of all Jewish college students in Illinois participated in Hillel in some way in 2019.- All told, 4,000 college students participated in Hillel.- Nearly 13,000 local young adults participated in engagement programs provided by JUF and its agencies in 2019 - one-third of them for the first time.- 1,100 young adults held leadership roles within local Jewish organizations.JUF makes both formal and informal Jewish education more affordable.- 4,500 individuals received $38.4 million in scholarships & tuition assistance in 2019 to help them afford Jewish preschool, day school, graduate and undergraduate programs.- 3,300 local Jewish Day School students - 73% of those enrolled - received scholarships and/or tuition assistance from JUF-supported day schools, which totaled $36 million in 2019.- 900+ preschoolers - 1 in 4 of those enrolled - received $1.4 million in scholarships and subsidies from JUF and JCC to help make their early childhood education possible.- 5,100 children attended JCC & Keshet summer camps - 1,700 of them for the first time.- 1,300 children received scholarships and subsidies to attend Jewish summer camp. 37968494 36035337 1499935 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. 1060173 590087 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. 951508 11191 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. 821568 99921 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. 654520 305816 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. 3247395 2790389 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. 5674991 3207317 87378260 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 0 0 1 0 0 0 0 1 1 1 0 0 1 67 0 1 588 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 82 79 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 10.00 X 409519 346051 23787 David S Rosen Senior Vice President - Endowments 10.00 40.00 X 0 393648 87611 Jay Tcath Executive Vice President 25.00 25.00 X 166485 153678 106638 Rabbi Louis A Lazovsky Vice President - Human Resources 40.00 10.00 X 205698 51424 162141 Lonnie Nasatir President 25.00 25.00 X 155861 155861 18720 David S Rubovits PhD Senior VP - Planning & Allocations 39.00 11.00 X 193739 66663 69427 Boaz Blumovitz Chief Financial Officer 22.50 27.50 X 152634 152633 23144 James Rosenberg Chief of Staff 40.00 10.00 X 260094 0 49643 James A Pinkston Vice President - Accounting 20.00 30.00 X 202149 67383 25907 Peter Chiswick Controller 25.00 25.00 X 202831 0 91856 Joy Schwartz Vice President - Communications 50.00 0.00 X 265505 0 27424 Robert Schuckman Vice President - General Counsel 10.00 40.00 X 41560 166241 51305 David Prystowsky Vice President - Campaign 50.00 0.00 X 223459 0 32603 Deborah Covington VP, Planning & Allocations 40.00 10.00 X 141136 21839 84368 Stuart Spector Vice President - Campaign Operations 50.00 0.00 X 190365 0 41232 Jeffrey L Cohen Sr. Develop. Advisor, Former Officer 6.00 14.00 X 55932 167796 0 Adina Torchman Assoc. VP-Fin. Resource Development 40.00 0.00 X 185669 0 35311 Kedar Potdar Vice President - Technology 50.00 0.00 X 199315 0 15363 Daniel Goldwin Exec. Director, Public Affairs 25.00 25.00 X 103193 102371 5645 Audra P Berg VP, Leadership Eng. & Board Rel. 8.50 41.50 X 47295 110354 23560 Michael Tarnoff Counselor to Pres., Former Officer 10.00 10.00 X 0 172101 4229 Andrew S Hochberg Chairman 10.00 10.00 X X 0 0 0 Wendy Berger Vice Chairman 5.00 5.00 X X 0 0 0 Mark Chudacoff Vice Chairman 5.00 5.00 X X 0 0 0 Bruce I Ettelson Vice Chairman 5.00 5.00 X X 0 0 0 Marc Roth Vice Chairman 5.00 5.00 X X 0 0 0 Kim Shwachman Vice Chairman 5.00 5.00 X X 0 0 0 Morris Silverman Vice Chairman 5.00 5.00 X X 0 0 0 Marc Spellman 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 Linda B Ginsburg Vice Chairman 5.00 5.00 X X 0 0 0 Gita Berk Vice Chairman 5.00 5.00 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 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 Jane Cadden Lederman Secretary 5.00 5.00 X X 0 0 0 Julie Dann Schneider 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 Dr Edward M Atkins Director 0.50 0.50 X 0 0 0 Peter B Bensinger Jr Director 0.50 0.50 X 0 0 0 Katie Berger 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 Caroline Davidson Director 0.50 0.50 X 0 0 0 Rabbi Alex Felch Director 0.50 0.50 X 0 0 0 Robert Ferencz Director 0.50 0.50 X 0 0 0 Maury Fertig 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 Craig Goldsmith Director 0.50 0.50 X 0 0 0 Jordan T Goodman Director 0.50 0.50 X 0 0 0 Steven M Greenbaum Director 0.50 0.50 X 0 0 0 Hilary Greenberg 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 Dana Westreich Hirt Director 0.50 0.50 X 0 0 0 Sheri Hokin Director 0.50 0.50 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 Deborah Schrayer Karmin 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 Steven H Lavin Director 0.50 0.50 X 0 0 0 Jennifer Leemis 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 Steven N Miller 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 Neal H Price Director 0.50 0.50 X 0 0 0 Brandon C Prosansky Director 0.50 0.50 X 0 0 0 Joshua Rinkov Director 0.50 0.50 X 0 0 0 Elliot 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 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 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 Susan B Silver Director 0.50 0.50 X 0 0 0 Bill Silverstein 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 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 Michael H Zaransky Director 0.50 0.50 X 0 0 0 Adrienne J Kriezelman Ex-Officio 0.50 0.50 X 0 0 0 Susan Spier Chapman Ex-Officio 0.50 0.50 X 0 0 0 Amy Yeager E Hausman Ex-Officio 0.50 0.50 X 0 0 0 Joanna Greenberg Ex-Officio 0.50 0.50 X 0 0 0 Elizabeth L Kramer Ex-Officio 0.50 0.50 X 0 0 0 3402439 2128043 979914 42 1 1 0 Gil Travel 1511 Walnut Street Philadelphia PA 19102 Travel Consulting and Booking 622118 AV Chicago Inc 619 Taylor Street Chicago IL 60607 Audio Visual Services 456374 Mittera Wisconsin LLC PO Box 310471 Des Moines IA 50331 Publication Services 356132 RSM US LLP 1 S Wacker Drive Suite 800 Chicago IL 60606 Auditing Services 299516 William Morris Endeavor Entertainment LL 9601 Wilshire Boulevard Beverly Hills CA 90210 Speaker's Agency 290000 11 10105000 78059933 6517979 88164933 Program Fees 561000 3360253 3360253 Service Fees 561000 2164288 2164288 JUF News Advertising 541800 590087 590087 6114628 589370 589370 7282580 3300248 3982332 3982332 3982332 700732 1564950 -864218 -864218 Unexpended Allocations 900099 30910 30910 30910 98017955 5524541 590087 3738394 78709939 78709939 2899567 816029 1222403 861135 69948 69948 8343556 2348138 3517485 2477933 2806793 792875 1323770 690148 212806 47018 115194 50594 141871 31346 76796 33729 536216 530799 5417 77923 77923 124661 124661 29643 29643 321105 158318 120870 41917 25740 10120 15620 1267939 928714 92374 246851 1366375 108106 1117747 140522 1773359 328983 1010500 433876 192900 91194 45746 55960 17820 17820 334006 88238 200926 44842 359604 221389 138215 587520 36047 505665 45808 78857 78857 Missions-Before Income 1915337 1915337 Events-Before Income 1542621 71287 1471334 Temporary Help 86221 31869 12676 41676 Photo/Illustration 43361 25640 17721 121294 69054 35226 17014 103986982 87378260 9892399 6716323 8519823 13588041 51429320 44792958 441883 601506 2765961 1904244 4706096 3173252 1112002 1532844 133700183 142133458 28956362 33163609 226925534 237716660 2553911 3090192 47593625 47921253 959162 1010367 51055602 60870828 102162300 112892640 X 71158396 74280622 53604838 50543398 124763234 124824020 226925534 237716660 X -5969027 10982810 -4952997 X 0 1 X 1 0 X 85263286 102074049 127924342 97348743 88164933 500775353 85263286 102074049 127924342 97348743 88164933 500775353 57640193 443135160 68078 26888 25863 381777 589370 1091976 501867329 32911794 0.88300 0.88370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 20 0 0 1 14000 0 0 14020 0 Part II-B, Line 1: The Jewish Community Relations Council (JCRC) participated in the following legislative activities in calendar year 2019: 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. 128666527 133716 15416091 7283619 136932715 125853578 14502889 -2811081 8878859 128666527 70657506 50484460 11600319 6888707 125853578 68421562 5284437 2414774 5463267 70657506 72218106 3314418 -2116626 4994336 68421562 0.89310 0.08160 0.02530 0 1 1 4656275 3159993 1496282 49821 13259 36562 1532844 State of Israel Bonds 86306 F Investment in Life Insurance Policies 3968734 F Other Investments 122211 F JFMC Pooled Endowment Portfolio, LLC 137956207 F 142133458 Due from Participating Employers for Pension Benefits 33163609 33163609 Liability for Pension Benefits 60542662 Due to Jewish Federation of Metropolitan Chicago 8000 Due to JFMC Facilities Corporation 320166 60870828 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, 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, 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 (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% 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, 2019, there were no unrecognized tax benefits identified or recorded as liabilities. Jewish United Fund files Form 990 and Form 990-T in the U.S. federal jurisdiction and the state of Illinois. Israel 1 4 Program Services Oversight and monitoring of overseas allocation. 622359 1 4 0 0 1 4 622359 0 622359 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 97030 29643 67387 97030 29643 67387 IL The Vanguard Dinner 362500 362500 52158 197222 154500 16450 YLD Big Event 130520 130520 65454 242158 264702 26609 12 207712 207712 86847 210445 205831 42574 700732 700732 204459 649825 625033 85633 1564950 -864218 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 2019 Jewish United Fund annual campaign, which raised over $89 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) 41280354 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) 36035337 Regular campaign American Committee for the Weizmann Institute of Science 633 Third Avenue New York NY 10017 131623886 501(c)(3) 25000 General Operations American Jewish Joint Distribution Committee 220 E 42nd Street New York NY 10017 131656634 501(c)(3) 82000 General Operations Arie Crown Hebrew Day School 4600 Main Street Skokie IL 60076 362129620 501(c)(3) 101200 General Operations Associated Talmud Torahs 3531 Madison Street Skokie IL 60076 362169123 501(c)(3) 19200 General Operations Birthright Israel Foundation PO Box 21615 New York NY 10087 134092050 501(c)(3) 10000 General Operations Chicago Chesed Fund 7045 N Ridgeway Avenue Lincolnwood IL 60712 363641111 501(c)(3) 6000 General Operations Chicago Festival of Israeli Cinema PO Box 524 Highland Park IL 60035 800913905 501(c)(3) 10000 General Operations CJE Senior Life 3003 W Touhy Avenue Chicago IL 60645 362727597 501(c)(3) 94102 General Operations Hebrew Theological College 7135 Carpenter Road Skokie IL 60077 362167095 501(c)(3) 151200 General Operations Ida Crown Jewish Academy 8233 Central Park Avenue Skokie IL 60076 362167009 501(c)(3) 101450 General Operations Jewish Child & Family Services 216 W Jackson Boulevard Suite 800 Chicago IL 60606 362167757 501(c)(3) 184712 General Operations Jewish Community Centers of Chicago 30 S Wells Street Chicago IL 60606 362167758 501(c)(3) 133872 EZRA and Other Programming Jewish Federation of Palm Beach County 1 Harvard Circle Suite 100 West Palm Beach FL 33409 590948696 501(c)(3) 109000 General Operations Jewish Federation of SarasotaManatee 580 McIntosh Road Sarasota FL 34232 591227747 501(c)(3) 27536 General Operations Jewish Federation of South Palm Beach County 9901 Donna Klein Boulevard Boca Raton FL 33428 591945109 501(c)(3) 55555 General Operations Jewish National Fund 60 Revere Drive Northbrook IL 60062 131659627 501(c)(3) 26200 General Operations Keshet 600 Academy Drive Suite 130 Northbrook IL 60062 363441392 501(c)(3) 6250 General Operations Maot Chitim 3710 Commercial Avenue Suite 7 Northbrook IL 60062 363398501 501(c)(3) 22500 General Operations Mount Sinai Medical Center 1500 S California Avenue Chicago IL 60608 361509000 501(c)(3) 33947 General Operations Northwestern Memorial Foundation 251 E Huron Street Chicago IL 60611 363152959 501(c)(3) 12485 General Operations ORT America 3701 Commercial Avenue Suite 13 Northbrook IL 60062 135562424 501(c)(3) 7994 General Operations Shalva PO Box 46375 Chicago IL 60646 363449507 501(c)(3) 6200 General Operations Solomon Schechter Day School 3210 Dundee Road Northbrook IL 60062 362493769 501(c)(3) 5500 General Operations Temple Beth Israel 801 W Michigan Avenue Jackson MI 49202 381547031 501(c)(3) 6200 General Operations The Ark 6450 N California Avenue Chicago IL 60645 237164967 501(c)(3) 62685 General Operations United Against Nuclear Iran 45 Rockefeller Plaza Suite 2162 New York NY 10111 262387657 501(c)(3) 35000 General Operations United States Holocaust Memorial Museum 100 Raoul Wallenberg Place SW Washington DC 20024 521309391 501(c)(3) 50500 General Operations 29 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 0 1 0 0 0 0 0 0 0 Dr Steven B Nasatir PhD Executive Vice Chairman 273531 231138 0 0 135988 114913 2976 2515 10193 8613 422688 357179 0 0 David S Rosen Senior Vice President - Endowments 0 362351 0 0 0 31297 0 76973 0 11415 0 482036 0 25000 Jay Tcath Executive Vice President 164941 152253 0 0 1544 1425 51373 47421 4483 4138 222341 205237 0 0 Rabbi Louis A Lazovsky Vice President - Human Resources 203354 50838 0 0 2344 586 122012 30503 8322 2081 336032 84008 0 0 Lonnie Nasatir President 144102 144102 0 0 11759 11759 0 0 9613 9613 165474 165474 0 0 David S Rubovits PhD Senior VP - Planning & Allocations 192503 66238 0 0 1236 425 45175 15544 7056 2428 245970 84635 0 0 Boaz Blumovitz Chief Financial Officer 152356 152355 0 0 278 278 9232 9232 2728 2728 164594 164593 0 0 James Rosenberg Chief of Staff 259537 0 0 0 557 0 49232 0 1187 0 310513 0 0 0 James A Pinkston Vice President - Accounting 202149 67383 0 0 0 0 11736 3912 8276 2759 222161 74054 0 0 Peter Chiswick Controller 200442 0 0 0 2389 0 85179 0 7330 0 295340 0 0 0 Joy Schwartz Vice President - Communications 264948 0 0 0 557 0 18388 0 9812 0 293705 0 0 0 Robert Schuckman Vice President - General Counsel 40521 162084 0 0 1039 4157 6956 27824 3437 13747 51953 207812 0 0 David Prystowsky Vice President - Campaign 223459 0 0 0 0 0 24115 0 8508 0 256082 0 0 0 Deborah Covington VP, Planning & Allocations 141136 21839 0 0 0 0 66259 10253 6820 1055 214215 33147 0 0 Stuart Spector Vice President - Campaign Operations 190284 0 0 0 81 0 34820 0 7018 0 232203 0 0 0 Jeffrey L Cohen Sr. Develop. Advisor, Former Officer 48939 146817 0 0 6993 20979 0 0 58 175 55990 167971 0 0 Adina Torchman Assoc. VP-Fin. Resource Development 181162 0 0 0 4507 0 28629 0 7267 0 221565 0 0 0 Kedar Potdar Vice President - Technology 199315 0 0 0 0 0 7235 0 8799 0 215349 0 0 0 Daniel Goldwin Exec. Director, Public Affairs 103193 102371 0 0 0 0 1584 1571 1260 1250 106037 105192 0 0 Audra P Berg VP, Leadership Eng. & Board Rel. 47277 110313 0 0 18 41 4704 10976 2522 5885 54521 127215 0 0 Michael Tarnoff Counselor to Pres., Former Officer 0 160000 0 0 0 12101 0 4229 0 0 0 176330 0 0 Part I, Line 1a During 2019, JUF paid travel costs for the Executive Vice Chairman's wife, who accompanied him on business trips. The cost of travel was $9,620. This amount was included in the Executive Vice Chairman'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 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 ended in 2019. In 2019, Michael Tarnoff received payments totaling $12,500, representing the final remaining payments under the agreement. 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 completed another year of continuous employment at JUF in 2019 and as a result he 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. In connection with the vesting of this benefit, the present value of these future benefit payments, which was $153,417, is included in his 2019 reportable compensation. This amount was not paid out in cash to Steven Nasatir in 2019. It represents a one-time actuarially determined figure that is taxable in accordance with the Internal Revenue Code. 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 2019, Steven Nasatir received payments totaling $105,120 from the three supplemental non-qualified retirement plans. In 2018, Steven Nasatir announced that he would be stepping down as President of JUF/Jewish Federation effective July 1, 2019 and will take on a new role as Executive Vice Chairman. 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 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 may provide 15 annual payments of approximately $33,000 per year if Mr. Tcath maintains his employment at JUF. X 842 6517979 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 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. 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 -3,745,754. Other Non-Operating Activity -1,207,243. 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 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 Associated Talmud Torahs of Chicago Endowment Foundation 30 South Wells Suite 4049 Chicago IL 60606 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 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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 Harriett and Ted Perlman Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 811309979 Supporting 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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 (20) 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 Karl Perl Charitable Trust C 300000 Cash Crown Family Foundation C 5630000 Cash JFMC Facilities Corporation K 1740782 Cash Albert and Lucille Delighter & Marcella Winston Foundation C 4175000 Cash