2015-11-12T09:23:13-06:00 2014-12-31 420714325 RSM US LLP 1 S Wacker Drive Ste 800 Chicago IL 60606 990 2014-01-01 362167034 Jewish United Fund of Metropolitan Chicago JEWI 3123574790 30 South Wells No 4049 Chicago IL 60606 James A Pinkston Vice President of Accounting 3123574790 2015-11-12 1 Zack Fortsch P00052725 3126343400 2014 2016-02-25 16:41:14Z Steven B Nasatir 30 South Wells No 4049 Chicago IL 60606 111734281 0 X www.JUF.org X 1949 IL JUF is the Chicago Jewish community's central philanthropy, funding wide-ranging services. 87 85 506 12869 775891 0 88047967 97932241 6640701 7434743 3665980 463859 -304770 -493755 98049878 105337088 66767968 79924788 0 0 12677727 12726417 75589 52232 7088293 11286807 12011122 90808091 104714559 7241787 622529 165729420 179884968 77702819 91457919 88026601 88427049 X JUF provides critical resources that bring food, refuge, health care, education and emergency assistance to 300,000 Chicagoans of all faiths and 2 million Jews in Israel and around the world, funding a network of nearly 70 agencies and programs. 0 0 38856703 38838656 684252 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; therapeutic school and specialized care for children 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 (JUF) 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:Local Human Services- 514,514 meals, food bags and grocery cards were delivered to needy local Jews.- 3,755 households received more than $4.6 million in emergency financial assistance to pay for housing, healthcare and other critical expenses.- 881 workers secured paid jobs.- 303 new and existing small business entrepreneurs got help to launch or expand their businesses, creating 144 new jobs.- 1,162 impoverished Jews received life-preserving prescription medications.- 22,619 individuals received free or highly-subsidized mental and physical healthcare.- 5,564 seniors received services enabling them to stay in their homes.- 3,189 people received assistance applying for public benefits.- 526 low-income families received free or subsidized legal assistance.- 288 people were placed into more affordable, stable housing.- 646 Holocaust survivors maximized their independence through in-home services, emergency financial assistance, group support, advocacy and socialization.- 1,288 children with disabilities received intensive therapeutic services and education.Formal and Informal Jewish Education Services:- 22,299 children and youth engaged in Jewish learning and built stronger Jewish identities through formal and informal Jewish educational experiences.- 3 in 4 Jewish day school students received scholarships and/or tuition assistance.- 2,850 students received tuition financial assistance at 14 local Jewish day schools.- Local day schools got assistance with facilities management, security, loan guarantees, governance, benchmarking, and resource development.- 1,549 children received more than $1.1 million in scholarships for Jewish summer camp experiences.- 638 families received more than $1.5 million in financial assistance or subsidies for a Jewish early childhood educational experiences.Israel Connections, Advocacy and Education Services:- 1,771 Jewish young adults went on free trips to Israel courtesy of JUF Birthright Israel, strengthening their connection to the Jewish homeland.- 904 youth received JUF-supported scholarships that helped them afford pivotal educational experiences in Israel.- 3,395 teens gained knowledge and skills to better articulate support for Israel through JUF-supported programs in local high schools and Jewish summer camp.- On 16 major campuses statewide, the JCRC/Hillel Israel Initiative partners with other religious, ethnic and cultural groups to present pro-Israel programs for hundreds of students and faculty. - 4 major Illinois universities now have flourishing Israel Studies programs, established in partnership with JUF/Federation to share Israel's contributions to technology, science and culture.- 55 participants from 13 area high schools engaged in Write-On For Israel, an intensive, two-year Israel advocacy training program for upperclassmen.Services for Families with Young Children:- 6,317 families with 9,589 young children received free, monthly Jewish books and music through JUF's PJ Library program.- 683 Jewish families with young children participated in JUF Young Families programs, exploring Jewish life through arts & crafts, storytelling and holiday celebrations in public venues.- 286 new Jewish parents received jBaby Chicago "swag bags" which included free Jewish books among its offering of welcome to Jewish newborns.Hands-on Volunteerism and Teen Services:- 12,177 Jews of all ages volunteered through JUF's TOV Volunteer Network and our JUF partner agencies, providing hands-on assistance from serving meals to people in need to tutoring at-risk children.- 648 teens furthered their connection and engagement in Chicago's Jewish community through leadership roles in local JUF-supported programming.- 452 teens and college students made a difference in the lives of poor Jews, seniors and people with disabilities through JUF-sponsored volunteer services.- 111 teens in grades 6-12 from 26 schools participated in monthly community service projects.Young Adult Engagement and Leadership Development Services:- 3,798 college students engaged in Jewish activities on Illinois campuses, raising their awareness of Jewish values, knowledge of Israel and commitment to the greater Jewish community.- 34 local college students participated in an intensive summer work/study program in Chicago Jewish Communal Service, working for agencies or departments of the Jewish United Fund/Jewish Federation of Metropolitan Chicago.- 1,509 young business professionals attended 15 events focused on engaging the next generation of Jewish businessmen and businesswomen.- 375 Russian-speaking Jewish young professionals came to 20 specialized events to connect with each other, the broader community, and with their own Jewish identity.- 435 young professionals were engaged in a leadership capacity as members of the boards of the Young Leadership Division, Young Women's Board and young Women's City Council, which in turn gained the participation of 6,429 individuals in 132 education, advocacy, fundraising and outreach events, setting them on the path to intensive Jewish involvement.- 23 professionals in their 30s and 40s, selected for their leadership potential, began participation in an intensive Jewish Leaders Institute, grooming them for the institution's most senior leadership positions through orientation to JUF/Federation; organizational leadership training; education about Jewish history, values and community.- Some 82,500 unique visitors came to Oy!Chicago, the outreach blog for unaffiliated local 20- and 30-somethings. - 86 community members serve on the JUF/Federation Board of Directors, and 350 additional community members participating in the Board's 30 standing committees. 42637501 41034666 1616238 Allocations (Overseas) - Through its allocation to JFNA, JUF supports services to nearly 2 million individuals in Israel and 70 other countries. These range from basic social service programs addressing needs of all age groups to formal and informal Jewish education/identity development. The major beneficiary organizations which engage in overseas work through support from JFNA are the American Jewish Joint Distribution Committee, the Jewish Agency for Israel and the World ORT.Summary of Service Results-Rescue and Resettlement Services:- 24,648 immigrants were assisted with job preparation and placement, language skills, housing and socialization programming to help them integrate into Israeli society.- 19,800 Jews from across the world began new lives of freedom in Israel.Services to Strengthen At-risk Israeli Families and Communities:- 23,500 disadvantaged but promising Israeli students were immersed in educational opportunities designed to close the socioeconomic gap and ensure their future success.- 12,000 at-risk Israeli youth and family members in 36 locations throughout Israel received emotional and scholastic support to help prepare them for future success.- 11,378 disadvantaged Israelis in JUF's Partnership Together region of Kiryat Gat-Lachish benefitted from customized programs to help lift them out of poverty.- 2,000 young adults served as mentors, tutors, entrepreneurs and social activists in disadvantaged Israeli communities, helping 25,000 citizens improve their quality of life. Global Jewish Community Services:- 144,354 impoverished elderly throughout Russia and other Eastern European countries received food, medicine and heating fuel to sustain them.- 26,308 poor children in these countries also received life-sustaining food, medicine and financial assistance.- 6,095 young Jews from Russia and other Eastern European counties built stronger Jewish and Zionist identities through Jewish camping experience. 638606 41193 Community Relations - Through its support of the Jewish Community Relations Council (JCRC), JUF coordinates the collective policies and programs among 46 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 issues ranging from Israel to Darfur, and from combatting anti-Semitism to the broad array of intergroup relations (interfaith, interethnic, etc.). JCRC activities and engagement takes place with the media, campuses, government, foreign diplomats and religious and civic leaders. 557806 14856 431477 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. 824776 775891 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. 557131 23770 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. 4114890 36610 3861922 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 all mission travel expenses and then participants reimburse JUF for the costs, although certain missions are partially subsidized by JUF. The revenue and expenses of missions are reported on the 990 on a gross basis. 6054603 51466 5093060 88187413 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 0 0 0 1 49 0 1 506 1 1 1 0 0 0 0 1 1 0 0 0 0 X 87 85 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 420037 140012 82972 David Brief Chief Investment Officer 50.00 0.00 X 425647 0 82781 David S Rosen Senior Vice President - Endowments 10.00 40.00 X 0 327282 138403 Louis Lazovsky Vice President - Human Resources 40.00 10.00 X 208512 52128 114687 Jay Tcath Executive Vice President 25.00 25.00 X 131369 136731 58586 Rachel Sternberg Senior Vice President - Campaign 49.00 1.00 X 276157 0 50334 Michael Tarnoff Executive Vice President - CFO 10.00 10.00 X 135986 135986 20288 Adina Torchman Assoc. VP-Fin. Resource Development 40.00 0.00 X 163455 0 126814 Joseph Salcik VP - Information Systems & Services 40.00 10.00 X 178540 44635 44629 James A Pinkston Vice President - Accounting 38.00 12.00 X 179596 59866 17289 David S Rubovits PhD Senior VP - Planning & Allocations 39.00 11.00 X 161906 48362 41054 Jeffrey L Cohen Senior VP-Fin. Resource Development 16.00 34.00 X 70643 150118 24803 Aaron Cohen Vice President - Communications 50.00 0.00 X 160646 0 75083 James Rosenberg Chief of Staff 50.00 0.00 X 205467 0 25042 Peter Chiswick Controller, Jewish Federation of Metro.Chicago 48.00 2.00 X 148595 7821 58356 Sheryl Steinberg Associate VP - Women's Division 40.00 0.00 X 162261 0 33605 Michael Kotzin PhD Senior Counselor to the President 1.00 19.00 X 0 169597 8675 Stuart Spector Assistant VP - Communications 40.00 0.00 X 149118 0 22859 Alan B Polansky Senior Director of Investments 40.00 0.00 X 149290 0 13201 Susan Rifas Vice President - Board Operations 19.00 1.00 X 88531 0 8675 Bill Silverstein Chairman 10.00 10.00 X X 0 0 0 David A Baum Vice Chairman 5.00 5.00 X X 0 0 0 Jodie Berkman Vice Chairman 5.00 5.00 X X 0 0 0 Cindy Kaplan Vice Chairman 5.00 5.00 X X 0 0 0 Lee I Miller Vice Chairman 5.00 5.00 X X 0 0 0 Steven N Miller Vice Chairman 5.00 5.00 X X 0 0 0 Theodore Perlman Vice Chairman 5.00 5.00 X X 0 0 0 Eric A Rothner Vice Chairman 5.00 5.00 X X 0 0 0 Barbara Kaplan Slutsky Vice Chairman 5.00 5.00 X X 0 0 0 Dr Michele Sackheim Wein Vice Chairman 5.00 5.00 X X 0 0 0 Alan P Solow Vice Chairman 5.00 5.00 X X 0 0 0 Sara Crown Star Vice Chairman 5.00 5.00 X X 0 0 0 Michael Zaransky Vice Chairman 5.00 5.00 X X 0 0 0 Thomas Rivkin Treasurer 5.00 5.00 X X 0 0 0 Pam F Szokol Assistant Treasurer 5.00 5.00 X X 0 0 0 Wendy Berger Shapiro Secretary 5.00 5.00 X X 0 0 0 Marcie B Hemmelstein Assistant Secretary 5.00 5.00 X X 0 0 0 Caryn Rosen Adelman Director 0.50 0.50 X 0 0 0 Harvey J Barnett Director 0.50 0.50 X 0 0 0 Gita Berk Director 0.50 0.50 X 0 0 0 Debbie L Berman Director 0.50 0.50 X 0 0 0 Robert Bond Director 0.50 0.50 X 0 0 0 David T Brown Director 0.50 0.50 X 0 0 0 Scott I Canel Director 0.50 0.50 X 0 0 0 Dennis Carlin Director 0.50 0.50 X 0 0 0 Mark Chudacoff Director 0.50 0.50 X 0 0 0 Rabbi Paul F Cohen Director 0.50 0.50 X 0 0 0 Joshua Daitch Director 0.50 0.50 X 0 0 0 Julie Dann Director 0.50 0.50 X 0 0 0 Moshe Davis Director 0.50 0.50 X 0 0 0 Bruce Ettelson Director 0.50 0.50 X 0 0 0 Maury Fertig Director 0.50 0.50 X 0 0 0 Kyle Freimuth Director 0.50 0.50 X 0 0 0 Jason Friedman Director 0.50 0.50 X 0 0 0 Howard Friend Director 0.50 0.50 X 0 0 0 Linda B Ginsburg Director 0.50 0.50 X 0 0 0 David Golder Director 0.50 0.50 X 0 0 0 Dana Gordon Director 0.50 0.50 X 0 0 0 Hilary Greenberg Director 0.50 0.50 X 0 0 0 Andrea Grostern Director 0.50 0.50 X 0 0 0 Joshua B Herz Director 0.50 0.50 X 0 0 0 Scott Heyman Director 0.50 0.50 X 0 0 0 Dana Hirt Director 0.50 0.50 X 0 0 0 Andrew S Hochberg Director 0.50 0.50 X 0 0 0 Gerri Kahnweiler Director 0.50 0.50 X 0 0 0 Deborah Schrayer Karmin Director 0.50 0.50 X 0 0 0 Penny Keeshin Director 0.50 0.50 X 0 0 0 Frances H Krasnow Director 0.50 0.50 X 0 0 0 Adrienne Kriezelman Director 0.50 0.50 X 0 0 0 Peter Kupferberg Director 0.50 0.50 X 0 0 0 Rabbi Vernon Kurtz Director 0.50 0.50 X 0 0 0 Steven H Lavin Director 0.50 0.50 X 0 0 0 Jane Cadden Lederman Director 0.50 0.50 X 0 0 0 H Debra Levin Director 0.50 0.50 X 0 0 0 Brian J Levinson Director 0.50 0.50 X 0 0 0 Francine F Levy Director 0.50 0.50 X 0 0 0 Rabbi Steven S Lowenstein Director 0.50 0.50 X 0 0 0 Hon Sidney H Mathias Director 0.50 0.50 X 0 0 0 Sanford E Perl Director 0.50 0.50 X 0 0 0 Neal H Price Director 0.50 0.50 X 0 0 0 Paula Resnick Director 0.50 0.50 X 0 0 0 Joshua Rinkov Director 0.50 0.50 X 0 0 0 Elliott Robinson Director 0.50 0.50 X 0 0 0 Marc Roth Director 0.50 0.50 X 0 0 0 Marc Sacks Director 0.50 0.50 X 0 0 0 Michael Sacks Director 0.50 0.50 X 0 0 0 Max R Schrayer Director 0.50 0.50 X 0 0 0 Steve Schreiber Director 0.50 0.50 X 0 0 0 Midge Perlman Shafton Director 0.50 0.50 X 0 0 0 Keith J Shapiro Director 0.50 0.50 X 0 0 0 David A Sherman Director 0.50 0.50 X 0 0 0 Kim Shwachman Director 0.50 0.50 X 0 0 0 Susan Silver Director 0.50 0.50 X 0 0 0 Morris Silverman Director 0.50 0.50 X 0 0 0 Marc Spellman Director 0.50 0.50 X 0 0 0 Phyllis Tabachnik Director 0.50 0.50 X 0 0 0 Bruce Taylor Director 0.50 0.50 X 0 0 0 Marilyn Vender Director 0.50 0.50 X 0 0 0 Avrum Weinfeld Director 0.50 0.50 X 0 0 0 Joseph Wolf Director 0.50 0.50 X 0 0 0 Rabbi Carl Wolkin Director 0.50 0.50 X 0 0 0 Andrea R Yablon Director 5.00 5.00 X 0 0 0 Linda Schottenstein Fisher Director 0.50 0.50 X 0 0 0 Wendy Abrams Ex-Officio 0.50 0.50 X 0 0 0 Jennifer Wirth Ex-Officio 0.50 0.50 X 0 0 0 Brandon Prosansky Ex-Officio 0.50 0.50 X 0 0 0 Amy Kirsch Ex-Officio 0.50 0.50 X 0 0 0 3415756 1272538 1048136 35 1 1 0 AV Chicago Inc 619 Taylor Street Chicago IL 60607 Audio Visual Services 410726 Architek Solutions 349 Windsor Drive Bloomingdale IL 60108 IT Consulting 314975 JB Kenehan LLC W 238 N 700 Rockwood Drive Waukesha WI 53188 Publications/JUF News 274642 Presto Press 1805 W Monterey Avenue Chicago IL 60643 Printing 197236 McGladrey LLP 1 S Wacker Drive Chicago IL 60606 Audit & Tax Preparation Services 188000 10 97932241 4722562 97932241 Program Fees 561000 4073859 4073859 Service Fees 561000 2584993 2584993 JUF News Advertising 541800 775891 775891 7434743 826443 826443 4807304 5169888 -362584 -362584 -362584 733550 1227305 -493755 -493755 105337088 6658852 775891 -29896 79924788 79924788 2630985 742146 1146291 742548 55812 55812 7207028 2032952 3140022 2034054 1683457 431731 894210 357516 689481 197178 292103 200200 459654 131452 194736 133466 849304 525196 295256 28852 56707 6753 48652 1302 96000 96000 52232 52232 148405 102732 19439 26234 144218 50587 93631 2232137 1262537 414164 555436 722658 101813 564853 55992 1372070 271521 777109 323440 183329 86256 35189 61884 283654 91710 145615 46329 349774 67236 282538 1571363 237249 894928 439186 68311 41 68174 96 Events-Before Income 1980259 117533 1862726 Missions-Before Income 1601127 1601127 Temporary Help 41942 14932 6610 20400 Photography 34231 20360 452 13419 275633 169583 66700 39350 104714559 88187413 9438853 7088293 10839406 9721435 50115687 50186479 722166 811557 2499474 7073967 16223861 7766920 9303915 8456941 75416751 77778845 16832021 25855744 165729420 179884968 2425449 2344796 41678259 39854886 1363505 1837456 32235606 47420781 77702819 91457919 X 34522657 30942694 41424401 45404812 12079543 12079543 88026601 88427049 165729420 179884968 X 622529 3643513 -3865594 X 0 1 X 1 0 X 78181688 85985649 83932885 88047967 97932241 434080430 78181688 85985649 83932885 88047967 97932241 434080430 13090790 420989640 522595 361613 464594 454849 826443 2630094 436710524 31909444 0.96400 0.97170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 20 0 0 1 12300 0 0 12320 0 Part II-B, Line 1: The JCRC participated in the following legislative activities in calendar year 2014: 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. 71791891 1602064 3940610 5116459 72218106 65486111 3032235 7857799 4584254 71791891 59429027 5888038 4798907 4629861 65486111 57935378 4965735 535925 4008011 59429027 53699233 2194306 6096680 4054841 57935378 0.83270 0.16730 0 1 0 16168221 7750692 8417529 55640 16228 39412 8456941 State of Israel Bonds 302329 F Investment in Life Insurance Policies 5436636 F Other Investments 139265 F JFMC Pooled Endowment Portfolio, LLC 71900615 F 77778845 Due from Participating Employers for Pension Benefits 25855744 25855744 Liability for Pension Benefits 42231363 Due to Jewish Federation of Metropolitan Chicago 4804295 Due to JFMC Facilities Corporation 385123 47420781 X Part V, Line 4: The endowment funds (which include both board designated 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. The endowment fund distributions are computed using a formal spending policy that has been approved by the Board of Directors. Part X, Line 2: Jewish United Fund, an Illinois not-for-profit corporation, is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable state law, except for taxes pertaining to unrelated business income, if any. Jewish United Fund has adopted the accounting standard on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Jewish United Fund may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Jewish United Fund and various positions related to the potential sources of unrelated business taxable income (UBIT). The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. The guidance on accounting for uncertainty in income taxes also addresses de-recognition, classification, interest and penalties on income taxes, and accounting in interim periods. At December 31, 2014, there were no unrecognized tax benefits identified or recorded as liabilities. Jewish United Fund files Form 990 in the U.S. federal jurisdiction and the State of Illinois. Jewish United Fund is no longer subject to examination by the Internal Revenue Service for years before 2011. Israel 1 4 Program Services Oversight and monitoring of grants and missions 517802 1 4 0 0 1 4 517802 0 517802 0 0 0 0 0 0 X 1 Siegel Marketing Group 1845 N Farwell Ave Suite 300 Milwaukee WI 53202 Phone solicitation 0 323056 52232 270824 323056 52232 270824 IL The Vanguard Dinner 362225 362225 213221 231511 19338 YLD Big Event 214310 214310 260103 159160 16215 8 157015 157015 124135 121521 82101 733550 733550 597459 512192 117654 1227305 -493755 1 Jewish Federations of North America 25 Broadway New York NY 10004 131624240 501(c)(3) 41034666 Regular campaign and Israel emergency campaign Jewish Federation of Metropolitan Chicago 30 South Wells Ste 4049 Chicago IL 60606 362167761 501(c)(3) 37093002 To support a range of nonprofit organizations which address humanitarian, health and welfare needs. The Ark 6450 N California Avenue Chicago IL 60645 237164967 501(c)(3) 29500 General Operations Jewish Community Centers of Chicago 30 South Wells Street Chicago IL 60606 362167758 501(c)(3) 196550 EZRA and Other Programming Council for Jewish Elderly 3003 W Touhy Avenue Chicago IL 60645 362727597 501(c)(3) 101000 General Operations Ida Crown Jewish Academy 2828 W Pratt Boulevard Chicago IL 60645 362167009 501(c)(3) 100000 General Operations Hebrew Theological College 7135 Carpenter Road Skokie IL 60077 362167095 501(c)(3) 150000 General Operations Associated Talmud Torahs 2828 W Pratt Boulevard Chicago IL 60645 362169123 501(c)(3) 18600 General Operations Arie Crown Hebrew Day School 4600 Main Street Skokie IL 60076 362129620 501(c)(3) 100000 General Operations Jewish Child & Family Services 216 W Jackson Blvd Ste 800 Chicago IL 60606 362167757 501(c)(3) 679304 General Operations Maot Chitim 7366 N Lincoln Avenue Lincolnwood IL 60712 363398501 501(c)(3) 22500 General Operations Jewish Federation of Palm Beach County 4601 Community Drive West Palm Beach FL 33417 590948696 501(c)(3) 144000 General Operations Jewish Federation of South Palm Beach County 9901 Donna Klein Blvd Boca Raton FL 33428 591945109 501(c)(3) 50000 General Operations HIAS Inc 333 Seventh Avenue 16th Floor New York NY 10001 135633307 501(c)(3) 25000 General Operations Hebrew Immigrant Aid Society of Chicago 216 W Jackson Blvd Ste 700 Chicago IL 60606 362167094 501(c)(3) 26800 General Operations United Against Nuclear Iran 45 Rockefeller Plaza Ste 2162 New York NY 10111 262387657 501(c)(3) 35000 General Operations Birthright Israel Foundation 33 E 33rd Street 7th Floor New York NY 10036 134092050 501(c)(3) 39000 General Operations Jewish Federation of Palm Springs and Desert Area 69710 Highway 11 Rancho Mirage CA 92270 237211881 501(c)(3) 6500 General Operations Keshet 617 Landwehr Road Northbrook IL 60062 363441392 501(c)(3) 10000 General Operations Solomon Schechter Day School 3210 Dundee Road Northbrook IL 60062 362493769 501(c)(3) 6800 General Operations 20 0 Part I, Line 2: Grants made by the Jewish Federation of Metropolitan Chicago (Federation)/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. Grants made to the Federation are then allocated to various affiliate agencies which have a long relationship with the Jewish United Fund and the Federation and notwithstanding this, both lay and professional leadership continue to assess the use of grants that are provided to them. The review is accompanied by face to face site visits in which programs funded by the Jewish United Fund and the Federation are reviewed. The Jewish United Fund and the Federation also take into account information that the grantees provide to accrediting and other funding bodies. The grants made to The Ark, Jewish Community Centers of Chicago, Council for Jewish Elderly, 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 1 1 X X X 0 1 0 0 0 0 0 1 0 Steven B Nasatir PhD President 372385 124128 0 0 47652 15884 47022 15674 15822 5274 482881 160960 0 0 David Brief Chief Investment Officer 345647 0 80000 0 0 0 76120 0 7482 0 509249 0 0 0 David S Rosen Senior Vice President - Endowments 0 298800 0 0 0 28482 0 129044 0 10180 0 466506 0 0 Louis Lazovsky Vice President - Human Resources 179303 44826 0 0 29209 7302 81446 20361 10946 2737 300904 75226 0 0 Jay Tcath Executive Vice President 131075 136425 0 0 294 306 24435 25432 4675 4865 160479 167028 0 0 Rachel Sternberg Senior Vice President - Campaign 276157 0 0 0 0 0 43010 0 7344 0 326511 0 0 0 Michael Tarnoff Executive Vice President - CFO 123866 123866 0 0 12120 12120 5075 5075 5479 5479 146540 146540 0 0 Adina Torchman Assoc. VP-Fin. Resource Development 161673 0 0 0 1782 0 118095 0 9305 0 290855 0 0 0 Joseph Salcik VP - Information Systems & Services 178093 44523 0 0 447 112 28728 7182 7625 1906 214893 53723 0 0 James A Pinkston Vice President - Accounting 162392 54131 0 0 17204 5735 5948 1983 7623 2541 193167 64390 0 0 David S Rubovits PhD Senior VP - Planning & Allocations 161800 48330 0 0 106 32 24898 7437 7312 2184 194116 57983 0 0 Jeffrey L Cohen Senior VP-Fin. Resource Development 70077 148915 0 0 566 1203 6542 13902 1563 3322 78748 167342 0 0 Aaron Cohen Vice President - Communications 157384 0 1583 0 1679 0 68227 0 7402 0 236275 0 0 0 James Rosenberg Chief of Staff 205338 0 0 0 129 0 24556 0 1234 0 231257 0 0 0 Peter Chiswick Controller, Jewish Federation of Met 147540 7765 0 0 1055 56 47155 2482 8862 466 204612 10769 0 0 Sheryl Steinberg Associate VP - Women's Division 162261 0 0 0 0 0 16254 0 17371 0 195886 0 0 0 Michael Kotzin PhD Senior Counselor to the President 0 138474 0 0 0 31123 0 0 0 9060 0 178657 0 0 Stuart Spector Assistant VP - Communications 149118 0 0 0 0 0 16030 0 7416 0 172564 0 0 0 Alan B Polansky Senior Director of Investments 149290 0 0 0 0 0 5881 0 7320 0 162491 0 0 0 Part I, Line 1a Social club dues are paid on behalf of appropriate employees conducting business at a private city club. 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. The $50,000 and $5,000 annual payment amounts are to be adjusted annually in accordance with the CPI index. These benefits are payable to him only for as long as he lives. There are no guaranteed payment amounts and no survivor benefits at his death. In 2014, Steven Nasatir received payments of $71,976 from the first supplemental non-qualified retirement plan. Jeffrey Cohen: The Jewish Federation has an agreement with Jeffrey Cohen which provides for annual payments of $21,000 per year that began in 2013 and will end in 2023. David Rosen: The Jewish Federation has an agreement with David Rosen which provides for annual payments of $25,000 per year beginning in 2018 and ending in 2028. Michael Kotzin: The Jewish Federation has an agreement with Michael Kotzin which provides for annual payments of $21,115 that began in 2006 and will end in 2016. David Brief: The Jewish Federation has a deferred compensation agreement with David Brief which includes an account that is funded by Federation on annual basis if certain performance criteria is met. Beginning in calendar year 2015, Mr. Brief becomes 20% vested in the account balance and an additional 10% becomes vested each year thereafter so long as he is employed by Jewish United Fund. Mr. Brief or his beneficiary is eligible to receive a lump sum cash payment from the account on the earliest of the following events: 1) his death, 2) if he becomes disabled, 3) the termination of his employment with Jewish United Fund or 4) January 1, 2033. Part I, Line 7 David Brief's bonus is determined by his supervisor based upon an annual evaluation form that requires a numerical ranking from 1 to 10 in various categories, which is customary for Chief Investment Officers. X 818 4722562 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 Lee I. Miller, Director and Alan P. Solow, Director, have a business relationship. Max Schrayer, Director, and Deborah Schrayer Karmin, Director, have a family relationship. Max Schrayer, Director, and Joshua B. Herz, Director, have a family and business relationship. Form 990, Part VI, Section A, line 6 Jewish Federation of Metropolitan Chicago (Federation) is the sole member of Jewish United Fund of Metropolitan Chicago (JUF). Form 990, Part VI, Section A, line 7a As the sole member of the organization, Federation elects all of the directors of JUF. Form 990, Part VI, Section B, line 11 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 Board Operations who ensures all questionnaires are completed. The completed questionnaires are reviewed by management and any conflicts are disclosed to the Board of Directors. If a director does have a conflict or business relationship with JUF, he or she is required to abstain from any votes related to that matter. The conflict of interest policy is monitored throughout the year. Additionally, we require board members, officers, and key employees to complete a Form 990 questionnaire each year. Form 990, Part VI, Section B, line 15 JUF has a compensation committee comprised of the Board Chairman, Audit Committee Chairman, Overall Planning and Allocations (Budget) Committee Chairman and outside legal counsel. This committee uses comparable data from other large nonprofit organizations to ensure compensation for JUF executives is consistent with the market, including but not limited to an annual Total Compensation Survey of large city Jewish Federations that is coordinated through the national Jewish Federations of North America organization and conducted each year by the Hay Group, a nationally recognized expert in the field of compensation consulting. The compensation committee approves compensation for the President of JUF and other officers and key employees. The process for determining the compensation for officers and key employees is documented by the compensation committee. Form 990, Part VI, Section C, line 18 The organization provides a link to GuideStar on its website for an electronic copy of the Form 990. Form 990, Part VI, Section C, line 19 The organization's governing documents, conflict of interest policy and audited financial statements are made available to all volunteer members of the Board of Directors. In addition, the organization's governing documents, conflict of interest policy and audited financial statements are available to the public on JUF's website for the same period of disclosure as set forth in IRC section 6104(d). Form 990, Part XI, line 9: Pension-related changes other than pension expense -4,435,501. Unexpended prior year allocations payable 569,907. Jewish Federation of Metropolitan Chicago 30 South Wells Suite 4049 Chicago IL 60606 362167761 Social Welfare Institution 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 11a, I Jewish Federation of Metropolitan Chicago 0 Karl Perl Charitable Trust 30 South Wells Suite 4049 Chicago IL 60606 466113637 Support the Jewish United Fund IL 501(c)(3) Line 11a, 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 11a, I Jewish Federation of Metropolitan Chicago 0 Arnold I & Bette Sobel Foundation 30 South Wells Suite 4049 Chicago IL 60606 311528640 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Bellows Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 363864415 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 BLS Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364420871 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Bucksbaum Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364341914 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Charles & Audrey Dann Charitable Foundation 30 South Wells Suite 4049 Chicago IL 60606 364018189 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Chicago Center for Jewish Genetic Disorders 30 South Wells Suite 4049 Chicago IL 60606 200120266 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 The First Spoke Foundation 30 South Wells Suite 4049 Chicago IL 60606 200894628 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Crown Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 363330462 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Epstein Wenger Family Support Foundation 30 South Wells Suite 4049 Chicago IL 60606 364380168 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Glickman Foundation 30 South Wells Suite 4049 Chicago IL 60606 363857009 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Goodman Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364018187 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Harvey L Miller Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 900187252 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Helene Diamond & Jorde Nathan Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364157242 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Hillel of Illinois Endowment Foundation 30 South Wells Suite 4049 Chicago IL 60606 364310755 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Irvin & Ruth Swartzberg Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 363864416 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Lawrence E & Nancy S Glick Foundation 30 South Wells Suite 4049 Chicago IL 60606 363662985 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Leonard and Diane Sherman Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364345181 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Leonard Rose Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364420873 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Lya and Louis Rosenblum Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 311529058 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Manfred and Fern Steinfeld Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 364244346 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 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 0 Prairie Minerals Foundation 30 South Wells Suite 4049 Chicago IL 60606 320062771 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 The Pritzker Family Philanthropic Fund 71 S Wacker Drive Ste 4600 Chicago IL 60606 363623264 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Ring Family Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 201642012 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Robert L & Sylvia M Haag Foundation 30 South Wells Suite 4049 Chicago IL 60606 300149729 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Rose Family Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 205389086 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Sarnoff Levin Family Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 364157233 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Seder Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 363988995 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Tamar & Jonathan Koschitzky Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 300149723 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 The Robert and Yadelle Sklare Foundation 30 South Wells Suite 4049 Chicago IL 60606 364389423 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Weiss Memorial Hospital Foundation 30 South Wells Suite 4049 Chicago IL 60606 364413031 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Z Frank Camp Apachi Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 363833108 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Wagner Descendant's Foundation 30 South Wells Suite 4049 Chicago IL 60606 204004517 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Sisyphus Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 205944850 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Robert U & Roberta Goldman Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 203921714 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 Carol Lavin Bernick Family Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 364067510 Supporting Foundation IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 JFMCP3 Corporation 30 South Wells Suite 4049 Chicago IL 60606 262053862 Supporting Organization IL 501(c)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 The Kochav Fund I LP 30 S Wells Suite 4049 Chicago IL 60606 980579113 Special Purpose Investment Vehicle Established to Hold Private Capital Invst DE N/A N/A 0 0 Tbuwah Fund LP 30 S Wells Suite 4049 Chicago IL 60606 200291210 Special Purpose Investment Vehicle Established to Hold Private Capital Invst NY N/A N/A 0 0 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 (25) Charitable Trust IL Jewish Federation of Metropolitan Chicago T 0 Charitable Remainder Annuity Trusts (10) Charitable Trust IL Jewish Federation of Metropolitan Chicago T 0 0 1 0 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 Schedule R, Part III, column (b), Primary Activity - JFMC Pooled Endowment Portfolio, LLC: To serve as an endowment investment solution for charitable organizations pursuing Jewish philanthropic goals and provides access to professional investment management, administration, and reporting for its members. Schedule R, Part IV, Identification of Related Organizations Taxable as a Corporation or Trust: Split interest trusts, in order to preserve donor privacy, and in accordance with the 2014 IRS instructions for Schedule R, the organization has refrained from disclosing the details of split interest trusts and has instead reported the aggregate number of charitable remainder unitrusts and charitable remainder annuity trusts. The trusts listed are domiciled in Illinois.