2019-11-12T07:26:25-06:00 2018-12-31 420714325 RSM US LLP 1 S Wacker Drive Ste 800 Chicago IL 60606 990 2018-01-01 362167034 Jewish United Fund of Metropolitan Chicago JEWI 3123574790 30 South Wells No 4049 Chicago IL 60606 James A Pinkston VP of Accounting 3123574790 2019-11-11 1 Zack Fortsch P00052725 3126343400 66.98.98.134 2019-11-11 16:30:06 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 8C7237D2AFEDFB09D88626A2D3FB2BC60A40D8C2 2018 2020-03-31 21:24:44Z Steven B Nasatir 30 South Wells No 4049 Chicago IL 60606 126174647 0 X www.JUF.org X 1949 IL JUF is the Chicago Jewish community's central philanthropy, funding wide-ranging services. 91 88 611 10136 597889 238175 127924342 97348743 7014753 7576309 2911811 11614137 -890522 -1027552 136960384 115511637 75684629 78946254 0 0 13238111 13787716 31637 27143 8002799 12585482 13497332 101539859 106258445 35420525 9253192 226420534 226925534 96952039 102162300 129468495 124763234 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 41770846 41770846 821014 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:2018 IMPACT: PROVIDING HUMAN SERVICESLocal- 584,744 meals, food bags and grocery cards were delivered to needy local Jews. - 5,747 households received $7.45 million in emergency financial aid to pay for housing, healthcare and other critical needs - a 25% increase in dollars and a 7% increase in the number of people helped over 2017.- 2,000 Holocaust survivors maximized their independence through in-home services, emergency financial assistance, group support, advocacy and socialization.- 2,256 people with disabilities received intensive, holistic support.- 1,749 workers benefited from job placement services, including 503 workers who secured paid jobs.- 39,935 individuals received free or highly-subsidized mental and physical healthcare.- 384 low-income families received free or subsidized legal assistance.- 30,403 Jews from across the world began new lives of freedom in Israel.- 17,849 new olim were assisted with absorption services: job preparation & placement, language skills, housing and socialization to help them integrate into Israeli society.- 6,500 disadvantaged Israeli youth in Kiryat Gat-Lachish-Shafir were immersed in holistic enrichment and educational programming designed to close the socioeconomic gap and ensure their future success. - 87,842 impoverished elderly throughout the countries of the former Soviet Union received food, medicine and heating fuel to sustain them. 2018 IMPACT: CULTIVATING JEWISH LEARNING, IDENTITY, & CONNECTION- 15,897 children and youth engaged in Jewish learning and built stronger Jewish identities through formal and informal Jewish educational experiences.- 3,189 (73%) of Jewish day school students received scholarships and/or tuition assistance. - 1,159 children received nearly $800,000 in Jewish summer camp scholarships.- 972 children received $1.5 million in financial assistance or subsidies for Jewish early childhood educational experiences.- 9,952 families with young children received free, monthly Jewish books and music through JUF's PJ Library and PJ Our Way programs.- 3,400 teens connected to community through JUF-supported programs focused on engaging the next generation.- 1,813 Jewish young adults went on free trips to Israel courtesy of JUF Birthright Israel, strengthening their connection to the Jewish homeland.- 851 youth and young adults received JUF-supported scholarships that helped them afford pivotal educational experiences in Israel.- 58 college students participated in interfaith leadership trips to Israel. - 150 students participated in Onward Israel internships over the summer.- 58 participants from area high schools engaged in Write-On for Israel, an intensive, two-year Israel advocacy training program for upperclassmen. - 500 teens studied Hebrew at Chicago-area public high schools - the most of any city in the nation.- 7,800 students and community members participated in pro-Israel college events and Israel advocacy programs through JUF's Israel Education Center and Hillel.- 6,575 college students participated in Jewish life on Illinois campuses.- 4,600 young adults attended JUF-sponsored education, advocacy, fundraising and outreach events, setting them on the path to Jewish involvement.- 950 Russian-speaking young professionals and 376 young families were engaged in 111 customized Jewish projects, programs or events to connect with each other, the broader Jewish community, and their own Jewish identity.- 10,136 Jews of all ages volunteered through JUF's TOV Volunteer Network, other JUF programs and throughout our network of Jewish communal agencies - for a total of 143,214 volunteer hours of hands-on assistance from serving meals to people in need to tutoring at-risk children. - 96,000 visitors came to Oy!Chicago, the outreach blog for local 20- to 30-somethings. 39354081 37170408 2088946 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. 792247 5000 37269 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. 686277 315678 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. 944033 597890 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. 949687 3151 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. 3876048 3712361 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. 6456045 4629080 88373219 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 61 0 1 611 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 91 88 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X X James A Pinkston 3123574790 30 South Wells Ste 4049 Chicago IL 60606 Steven B Nasatir PhD President 38.00 12.00 X 782666 260889 73033 David S Rosen Senior Vice President - Endowments 10.00 40.00 X 0 387349 180965 Michael Tarnoff Counselor to Pres., Former Officer 10.00 10.00 X 0 176013 10150 Rabbi Louis A Lazovsky Vice President - Human Resources 40.00 10.00 X 199148 49787 186222 Jay Tcath Executive Vice President 25.00 25.00 X 166182 172966 74700 Adina Torchman Assoc. VP-Fin. Resource Development 40.00 X 181242 0 74082 David S Rubovits PhD Senior VP - Planning & Allocations 39.00 11.00 X 179267 70478 68925 Boaz Blumovitz Chief Financial Officer 22.50 27.50 X 144840 144841 24578 James Rosenberg Chief of Staff 40.00 10.00 X 250260 0 49090 James A Pinkston Vice President - Accounting 20.00 30.00 X 194807 64936 25665 Peter Chiswick Controller 25.00 25.00 X 196271 0 117598 David Prystowsky Vice President - Campaign 50.00 X 215728 0 29916 Deborah Covington VP, Planning & Allocations 40.00 10.00 X 131272 20312 100017 Joy Schwartz Vice President - Communications 40.00 X 247546 0 13064 Stuart Spector Vice President - Campaign 50.00 X 180203 0 41646 Jeffrey L Cohen Sr. Develop. Advisor, Former Officer 6.00 14.00 X 55377 117675 0 Kedar Potdar Vice President - Technology 50.00 X 189947 0 14506 Audra P Berg VP, Leadership Eng. & Board Rel. 8.50 41.50 X 42214 98501 23025 Robert Schuckman Vice President - General Counsel 10.00 40.00 X 40172 160686 61914 Shirley Dvorin Senior Assoc. VP - Human Resources 50.00 X 173725 0 102553 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 Linda Schottenstein Fisher Vice Chairman 5.00 5.00 X X 0 0 0 David Golder Vice Chairman 5.00 5.00 X X 0 0 0 King W Harris Vice Chairman 5.00 5.00 X X 0 0 0 Marcie B Hemmelstein 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 Andrea R Yablon Vice Chairman 5.00 5.00 X X 0 0 0 Cindy Kaplan Treasurer 5.00 5.00 X X 0 0 0 Linda B Ginsburg Assistant Treasurer 5.00 5.00 X X 0 0 0 Gita Berk Secretary 5.00 5.00 X X 0 0 0 Jason Peltz 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 Peter B Bensinger Jr 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 Rabbi Alex Felch Director 0.50 0.50 X 0 0 0 Robert Ferencz 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 Goldenberg 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 Dana Gordon 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 Andrea Grostern Director 0.50 0.50 X 0 0 0 Joshua B Herz Director 0.50 0.50 X 0 0 0 Scott Heyman Director 0.50 0.50 X 0 0 0 Dana Westreich Hirt Director 0.50 0.50 X 0 0 0 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 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 Jane Cadden Lederman 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 Marisa Mandrea Director 0.50 0.50 X 0 0 0 Lindsey P Markus Director 0.50 0.50 X 0 0 0 Hon Sidney H Mathias 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 Rabbi Joseph S Ozarowski Director 0.50 0.50 X 0 0 0 Ross S Pearlstein Director 0.50 0.50 X 0 0 0 Theodore F Perlman Director 0.50 0.50 X 0 0 0 Neal H Price 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 Michael J Sacks 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 Julie Dann Schneider 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 David A Sherman 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 Judy L Smith Director 0.50 0.50 X 0 0 0 Alan P Solow Director 0.50 0.50 X 0 0 0 Phyllis Tabachnick Director 0.50 0.50 X 0 0 0 Bruce Taylor Director 0.50 0.50 X 0 0 0 Alex Turik Director 0.50 0.50 X 0 0 0 Marilyn Vender Director 0.50 0.50 X 0 0 0 Joseph Wolf Director 0.50 0.50 X 0 0 0 Michael H Zaransky Director 0.50 0.50 X 0 0 0 Alex Entratter Ex-Officio 0.50 0.50 X 0 0 0 Lori Goldberg Ex-Officio 0.50 0.50 X 0 0 0 Deborah Schrayer Karmin Ex-Officio 0.50 0.50 X 0 0 0 Adrienne J Kriezelman Ex-Officio 0.50 0.50 X 0 0 0 Mike Schwartz Ex-Officio 0.50 0.50 X 0 0 0 3570867 1724433 1271649 38 1 1 0 AV Chicago Inc 619 Taylor Street Chicago IL 60607 Audio Visual Services 524682 Gil Travel 1511 Walnut Street Philadelphia PA 19102 Travel Consulting and Booking 462178 Maantic Inc 1202 Kifer Road Sunnyvale CA 94086 Technology Consulting 385547 RSM US LLP 1 S Wacker Drive Suite 800 Chicago IL 60606 Auditing Services 335653 JB Kenehan PO Box 310471 Des Moines IA 50331 Publication Services 325805 11 6732000 90616743 4431875 97348743 Program Fees 561000 3821974 3821974 Service Fees 561000 3156446 3156446 JUF News Advertising 541800 597889 597889 7576309 381777 381777 20108053 8875693 11232360 11232360 11232360 759765 1787317 -1027552 -1027552 115511637 6978420 597889 10586585 78946254 78946254 3039935 866093 1244188 929654 61529 61529 7576078 2158463 3100745 2316870 2661551 742116 1259050 660385 269174 74537 110522 84115 179449 49691 73681 56077 528141 524670 3471 79696 1258 76900 1538 106340 1785 104555 27143 27143 428872 206358 130609 91905 16694 10539 6155 1496934 1071405 131393 294136 1135014 156847 826634 151533 1688209 313937 961057 413215 193386 97608 37787 57991 16379 16379 311141 102445 165994 42702 321275 176519 144756 2848310 513135 1288349 1046826 74085 74085 Missions-Before Income 2167294 2167294 Events-Before Income 1845116 85785 1759331 Temporary Help 42594 16679 6196 19719 Photo/Illustration 30561 19240 11321 167291 54182 80926 32183 106258445 88373219 9882427 8002799 7414147 8519823 50569535 51429320 446717 441883 2927340 2765961 15863459 14751457 3856560 1112002 130737633 133700183 30468602 28956362 226420534 226925534 2649625 2553911 40349388 47593625 1374662 959162 52578364 51055602 96952039 102162300 X 69524018 71158396 47864934 43333611 12079543 10271227 129468495 124763234 226420534 226925534 X 9253192 -14402500 444047 X 0 1 X 1 0 X 97932241 85263286 102074049 127924342 97348743 510542661 97932241 85263286 102074049 127924342 97348743 510542661 58211345 452331316 826443 68078 26888 25863 381777 1329049 511871710 34046105 0.88370 0.88470 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 2018: Israel/International JCRC communicated with the Illinois Congressional delegation, state legislators and federal and state executive branch officials on a variety of issues. Domestic Issues JCRC staff and volunteers communicated with Illinois legislators and executive branch officials on a variety of issues. 125853578 14502889 -2811081 8878859 128666527 70657506 50484460 11600319 6888707 125853578 68421562 5284437 2414774 5463267 70657506 72218106 3314418 -2116626 4994336 68421562 71791891 1602064 3940610 5116459 72218106 0.89180 0.08260 0.02560 0 1 1 15813638 14750653 1062985 49821 804 49017 1112002 State of Israel Bonds 151576 F Investment in Life Insurance Policies 3851586 F Other Investments 124320 F JFMC Pooled Endowment Portfolio, LLC 129572701 F 133700183 Due from Participating Employers for Pension Benefits 28806373 Due from JFMC Facilities Corporation 149989 28956362 Liability for Pension Benefits 51043080 Due to Jewish Federation of Metropolitan Chicago 12522 51055602 X Part V, Line 4: The endowment funds (which include both board designated temporarily restricted and permanently restricted funds) were established over a period of several years via bequests received from certain donors' estates. Distributions are made from these endowment funds on an annual basis and transferred to the organization's undesignated fund to support the annual campaign or certain programs. The endowment fund distributions are computed using a formal spending policy. Part X, Line 2: Jewish United Fund, an Illinois not-for-profit corporation, is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable state law, except for taxes pertaining to unrelated business income, if any. Jewish United Fund has adopted the accounting standard on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Jewish United Fund may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Jewish United Fund and various positions related to the potential sources of unrelated business taxable income (UBIT). The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. The guidance on accounting for uncertainty in income taxes also addresses de-recognition, classification, interest and penalties on income taxes, and accounting in interim periods. At December 31, 2018, 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. 616467 1 4 0 0 1 4 616467 0 616467 0 0 0 0 0 0 X 1 Siegel Marketing Group 1845 N Farwell Ave Suite 300 Milwaukee WI 53202 Phone solicitation 0 140440 27143 113297 140440 27143 113297 IL The Vanguard Dinner 327400 327400 52630 248003 297353 21176 YLD Big Event 201175 201175 80834 363195 164687 23866 12 231190 231190 94052 249187 153039 39295 759765 759765 227516 860385 615079 84337 1787317 -1027552 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 2018 Jewish United Fund annual campaign, which raised nearly $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) 40025631 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) 37185408 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) 60000 General Operations Arie Crown Hebrew Day School 4600 Main Street Skokie IL 60076 362129620 501(c)(3) 100000 General Operations Associated Talmud Torahs 3531 Madison Street Skokie IL 60076 362169123 501(c)(3) 16800 General Operations Birthright Israel Foundation PO Box 21615 New York NY 10087 134092050 501(c)(3) 25000 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) 12000 General Operations CJE Senior Life 3003 W Touhy Avenue Chicago IL 60645 362727597 501(c)(3) 80213 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) 100000 General Operations Illinois Holocaust Museum & Education Center 9603 Woods Drive Skokie IL 60077 363156154 501(c)(3) 8000 General Operations Jewish Child & Family Services 216 W Jackson Boulevard Suite 800 Chicago IL 60606 362167757 501(c)(3) 184672 General Operations Jewish Community Centers of Chicago 30 S Wells Street Chicago IL 60606 362167758 501(c)(3) 235213 EZRA and Other Programming Jewish Federation of Palm Beach County 1 Harvard Circle Suite 100 West Palm Beach FL 33409 590948696 501(c)(3) 118000 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 Federation of the Desert 69710 Highway 11 Rancho Mirage CA 92270 237211881 501(c)(3) 13000 General Operations Jewish National Fund 60 Revere Drive Northbrook IL 60062 131659627 501(c)(3) 25000 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) 55000 General Operations The Ark 6450 N California Avenue Chicago IL 60645 237164967 501(c)(3) 39000 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) 50000 General Operations 24 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 1 0 Steven B Nasatir PhD President 421844 140615 0 0 360822 120274 42025 14008 13132 4377 837823 279274 0 0 David S Rosen Senior Vice President - Endowments 0 352749 0 0 0 34600 0 171399 0 10342 0 569090 0 16667 Michael Tarnoff Counselor to Pres., Former Officer 0 158870 0 0 0 17143 0 10150 0 0 0 186163 0 0 Rabbi Louis A Lazovsky Vice President - Human Resources 196804 49201 0 0 2344 586 142200 35550 7398 1850 348746 87187 0 0 Jay Tcath Executive Vice President 130500 172119 34868 0 814 847 32564 33894 4419 4600 203165 211460 0 0 Adina Torchman Assoc. VP-Fin. Resource Development 176858 0 0 0 4384 0 68066 0 6588 0 255896 0 0 0 David S Rubovits PhD Senior VP - Planning & Allocations 178867 70321 0 0 400 157 43186 16979 6845 2691 229298 90148 0 0 Boaz Blumovitz Chief Financial Officer 144562 144563 0 0 278 278 8196 8196 4481 4481 157517 157518 0 0 James Rosenberg Chief of Staff 249703 0 0 0 557 0 48679 0 1187 0 300126 0 0 0 James A Pinkston Vice President - Accounting 194807 64936 0 0 0 0 12367 4122 7464 2488 214638 71546 0 0 Peter Chiswick Controller 193960 0 0 0 2311 0 110862 0 7371 0 314504 0 0 0 David Prystowsky Vice President - Campaign 215728 0 0 0 0 0 22510 0 7425 0 245663 0 0 0 Deborah Covington VP, Planning & Allocations 131272 20312 0 0 0 0 79174 12251 7457 1154 217903 33717 0 0 Joy Schwartz Vice President - Communications 246989 0 0 0 557 0 4028 0 9812 0 261386 0 0 0 Stuart Spector Vice President - Campaign 180126 0 0 0 77 0 35234 0 7018 0 222455 0 0 0 Jeffrey L Cohen Sr. Develop. Advisor, Former Officer 48288 102611 0 0 7089 15064 0 0 75 158 55452 117833 0 0 Kedar Potdar Vice President - Technology 189947 0 0 0 0 0 6239 0 8908 0 205094 0 0 0 Audra P Berg VP, Leadership Eng. & Board Rel. 42199 98465 0 0 15 36 4499 10497 2557 5966 49270 114964 0 0 Robert Schuckman Vice President - General Counsel 39171 156684 0 0 1001 4002 9307 37230 3203 12812 52682 210728 0 0 Shirley Dvorin Senior Assoc. VP - Human Resources 171698 0 0 0 2027 0 96065 0 7058 0 276848 0 0 0 Part I, Line 1a During 2018, JUF purchased airline tickets for the President's wife, who accompanied him on business trips. The cost of the airfare was $3,337. 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 Michael Tarnoff: The Jewish Federation has an agreement with Michael Tarnoff which provides for annual payments of $30,000 per year that began in 2009 and will end in 2019. Steven B. Nasatir: In 1999 the Jewish Federation entered into an agreement with Steven Nasatir that was contingent upon 5 more years of service as president and CEO and would result in annual payments of $50,000 per year (net of tax) beginning at age 64 and lasting throughout his lifetime. Dr. Nasatir began receiving payments under this agreement in 2009. During 2012, the Jewish Federation entered into a second agreement with Steven Nasatir which provides for annual payments of $5,000 beginning April 1, 2015 and lasting throughout his lifetime. If Dr. Nasatir completes continuous employment at JUF through January 1, 2019, his annual benefit payments under both 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 would 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 August 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). Dr. Nasatir vested in this benefit in 2018 and the present value of these future benefit payments, which was $378,716, is included in his 2018 reportable compensation. This amount was not paid out in cash to Steven Nasatir in 2018. It represents a one-time actuarially determined figure that is taxable in accordance with the Internal Revenue Code. In 2018, Steven Nasatir received payments totaling $103,416 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. Part I, Line 7 Jay Tcath's bonus was approved by JUF's compensation committee. X 827 4431875 Fair Market Value 0 0 0 0 Part I, Column (b): Is the number of items contributed. Form 990, Part VI, Section A, line 2 Max Schrayer, Director, and Deborah Schrayer Karmin, Director, have a family relationship. Max Schrayer, Director, and Joshua B. Herz, Director, have a 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 1,215,269. Other Non-Operating Activity -771,222. 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 Karl Perl Charitable Trust 30 South Wells Suite 4049 Chicago IL 60606 466113637 Support the Jewish United Fund IL 501(c)(3) Line 12a, I Jewish United Fund of Metropolitan Chicago 1 1261 Foundation 30 South Wells Suite 4049 Chicago IL 60606 364018186 Supporting Foundation IL 501(c)(3) Line 12a, I Jewish Federation of Metropolitan Chicago 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 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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 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 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 Sarnoff Levin Family Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 364157233 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 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 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 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 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 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 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 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 JFMC Pooled Endowment Portfolio LLC 30 S Wells Suite 4049 Chicago IL 60606 451610644 See Sch. R, Part VII IL N/A N/A 0 0 AmliFacCorp JV LLC 200 W Monroe Street Suite 2200 Chicago IL 60606 383923657 Real Estate IL N/A N/A 0 0 Charitable Remainder Unitrusts (20) Charitable Trust IL Jewish Federation of Metropolitan Chicago T 1 Charitable Remainder Annuity Trusts (6) 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 6432000 Cash JFMC Facilities Corporation K 1660002 Cash