JFMC FACILITIES CORPORATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JFMC FACILITIES CORPORATION (EIN 36-3368912)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-09
- IRS object ID
- 201411299349301896
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-09T14:18:24-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 S WACKER DRIVE STE 800 | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363368912 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JFMC Facilities Corporation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JFMC | NameControl |
| Phone | 3123466700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 South Wells No 4049 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | James A Pinkston | Name |
| Title | Asst Secy & VP of Accounting | Title |
| Phone | 3123466700 | Phone |
| Date Signed | 2014-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Zack Fortsch | Name |
| PTIN | P00052725 | PTIN |
| Phone | 3126343400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Reis A Kayser | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 South Wells No 4049 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 22945444 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | n/a | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1985 | YearFormation |
| State Legal Domicile | IL | StateLegalDomicile |
| Activity Or Mission Description | To own, operate and administer real estate properties and related activities for the benefit of the Jewish Federation of Metropolitan Chicago and its network of affiliated and beneficiary agencies. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 4 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 3 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 33 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3319331 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4108932 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 18984561 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 18539492 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 75370 | InvestmentIncomePriorYear |
| Investment Income Current Year | 105753 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 22379262 | TotalRevenuePriorYear |
| Total Revenue Current Year | 22754177 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 397481 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 435393 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3724711 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3598632 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 22223940 | OtherExpensePriorYear |
| Other Expenses Current Year | 19438345 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 26346132 | TotalExpensesPriorYear |
| Total Expenses Current Year | 23472370 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -3966870 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -718193 | RevenuesLessExpensesCY |
| Total Assets BOY | 144486286 | TotalAssetsBOY |
| Total Assets EOY | 141669960 | TotalAssetsEOY |
| Total Liabilities BOY | 178236030 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 176116995 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -33749744 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -34447035 | NetAssetsOrFundBalancesEOY |
| Mission Description | JFMC Facilities Corporation's (FacCorp) mission is to reduce operating costs for Jewish Chicago's communal agencies by lending expertise and achieving economies of scale that ensure more resources are available for direct service to people in need. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 20283794 | Expense |
| Grants | 435393 | Grants |
| Revenue | 18539492 | Revenue |
| Description | The sole and exclusive program of FacCorp is to own, operate and manage facilities and properties (32 locations) for the Jewish Federation of Metropolitan Chicago and its affiliate and beneficiary agencies. These agencies operate the programs that provide assistance to 300,000 needy Chicagoans of all faiths including: meals and groceries, utility and rent assistance, prescriptions and medical care; job training and placement; therapeutic school and care for children with disabilities; support services for Holocaust survivors; assisted living, Alzheimer's care and transportation for seniors; respite services for caregivers of seniors and people with disabilities; counseling, prevention and intervention for troubled teens; and an entire continuum of prevention and therapeutic services for individuals and families in crisis. | Description |
| Total Program Service Expense | 20283794 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 28 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 4 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 3 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James A Pinkston | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3123574790 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 South Wells Suite 4049 | AddressLine1 |
| City | Chicago | City |
| State | IL | State |
| ZIP Code | 60606 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| Steven B Nasatir | |||||||||
| President | 4.00 | 46.00 | X | X | 62234 | 560109 | 88818 | ||
| David Brown | |||||||||
| Chairman | 3.00 | 10.00 | X | X | 0 | 0 | 0 | ||
| Bill Silverstein | |||||||||
| Secretary/Treasurer | 3.00 | 10.00 | X | X | 0 | 0 | 0 | ||
| Thomas Rivkin | |||||||||
| Asst Secretary/Treasurer | 5.00 | 5.00 | X | X | 0 | 0 | 0 | ||
| Michael B Tarnoff | |||||||||
| Asst Secy & Exec Vice President | 4.00 | 16.00 | X | 33230 | 299069 | 18400 | |||
| James A Pinkston | |||||||||
| Asst Secy & VP of Accounting | 5.00 | 45.00 | X | 24962 | 174734 | 18544 | |||
| Peter Chiswick | |||||||||
| Asst Secretary | 2.00 | 48.00 | X | 7618 | 144740 | 51352 | |||
| Reis Kayser | |||||||||
| Asst Secy & Executive Director | 50.00 | X | 228069 | 0 | 51133 | ||||
| Edyta A Summerville | |||||||||
| Asst Secretary & Controller | 27.50 | 10.00 | X | 5430 | 103176 | 9424 | |||
| Louis Lazovsky | |||||||||
| VP Human Resources | 4.00 | 46.00 | 21135 | 190216 | 92669 | X | |||
| Joseph Salcik | |||||||||
| VP ISS | 4.00 | 46.00 | 20580 | 185223 | 46313 | X | |||
| Steven Ori | |||||||||
| Project Manager | 37.50 | 110031 | 0 | 27352 | X | ||||
| Fernando Gertzenstein | |||||||||
| Director of Building Operations | 37.50 | 111479 | 0 | 12665 | X | ||||
| Jerry DeAngelis | |||||||||
| Asst Executive Director, Operations | 37.50 | 119386 | 0 | 45166 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 744154 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1657267 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 461836 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Securitas Security SVC USA Inc | |||||
| 12672 Collections Center Drive | Chicago | IL | 60693 | Security | 404233 |
| Eurest Dining Services | |||||
| PO Box 91337 | Chicago | IL | 60693 | Food Service & Management | 281118 |
| West Town Refrigeration Corporation | |||||
| 234 James Street | Bensenville | IL | 60106 | HVAC Services | 202677 |
| Ron's Landscape & Snow Removal | |||||
| PO Box 340 | Prospect Heights | IL | 60070 | Grounds Care & Snow Removal | 155141 |
| Bogot Service Inc | |||||
| 6210 Madison Ct | Morton Grove | IL | 60053 | Mechanical Contractor | 118790 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| Related Organizations | 3933932 | RelatedOrganizations |
| Government Grants | 175000 | GovernmentGrants |
| Total Contributions | 4108932 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Rental Income | 532000 | 14844332 | 14844332 |
| Cost Reimbursement | 900099 | 1819577 | 1819577 |
| Central Purchasing | 900099 | 1121973 | 1121973 |
| Management Service | 531390 | 753610 | 753610 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 18539492 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11787 | TotalRevenueColumn |
| Exclusion | $11,787 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 285233 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 191267 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 93966 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 93966 | TotalRevenueColumn |
| Exclusion | $93,966 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22754177 | TotalRevenueColumn |
| Related Or Exempt Function Income | 18539492 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $105,753 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 435393 | Total |
| Program Services | 435393 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 429816 | Total |
| Program Services | 297855 | ProgramServices |
| Management And General | 131961 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2423503 | Total |
| Program Services | 1679444 | ProgramServices |
| Management And General | 744059 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 447187 | Total |
| Program Services | 307364 | ProgramServices |
| Management And General | 139823 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 298126 | Total |
| Program Services | 204910 | ProgramServices |
| Management And General | 93216 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135769 | Total |
| Program Services | 44177 | ProgramServices |
| Management And General | 91592 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 228139 | Total |
| Program Services | 208999 | ProgramServices |
| Management And General | 19140 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42224 | Total |
| Program Services | 36229 | ProgramServices |
| Management And General | 5995 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 205853 | Total |
| Program Services | 152663 | ProgramServices |
| Management And General | 53190 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58643 | Total |
| Program Services | 45973 | ProgramServices |
| Management And General | 12670 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4033792 | Total |
| Program Services | 3546528 | ProgramServices |
| Management And General | 487264 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160814 | Total |
| Program Services | 126315 | ProgramServices |
| Management And General | 34499 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 931 | Total |
| Management And General | 931 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6263859 | Total |
| Program Services | 5037702 | ProgramServices |
| Management And General | 1226157 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4579433 | Total |
| Program Services | 4542959 | ProgramServices |
| Management And General | 36474 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 109306 | Total |
| Program Services | 81358 | ProgramServices |
| Management And General | 27948 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Maintenance & Repairs | 1718169 | 1646407 | 71762 |
| Management Service | 733572 | 733572 | |
| Security | 712468 | 711129 | 1339 |
| Conf.Ctr.Meals/Supplies | 388312 | 388312 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67061 | Total |
| Program Services | 56505 | ProgramServices |
| Management And General | 10556 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23472370 | Total |
| Program Services | 20283794 | ProgramServices |
| Management And General | 3188576 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 651288 | BOY |
| EOY | 2353474 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 292618 | BOY |
| EOY | 395439 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8995279 | BOY |
| EOY | 7816568 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2152382 | BOY |
| EOY | 2035235 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 166774546 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 43471762 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 127666182 | BOY |
| EOY | 123302784 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3046887 | BOY |
| EOY | 4039772 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1487170 | BOY |
| EOY | 1537914 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 194480 | BOY |
| EOY | 188774 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 144486286 | BOY |
| EOY | 141669960 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1505018 | BOY |
| EOY | 1167244 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58364 | BOY |
| EOY | 207404 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 137350000 | BOY |
| EOY | 133175000 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7348944 | BOY |
| EOY | 7386198 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31973704 | BOY |
| EOY | 34181149 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 178236030 | BOY |
| EOY | 176116995 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -33749744 | BOY |
| EOY | -34447035 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -33749744 | BOY |
| EOY | -34447035 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 144486286 | BOY |
| EOY | 141669960 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -718193 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 20902 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jewish Federation of Metropolitan Chicago | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 362167761 | EIN |
| Type Of Organization | 7 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Amount | $0 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 694760 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 56006 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 56496 | GrantsOrScholarships |
| End Of Year Balance | 694270 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 761309 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -5389 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 61160 | GrantsOrScholarships |
| End Of Year Balance | 694760 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 718188 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 106829 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 63708 | GrantsOrScholarships |
| End Of Year Balance | 761309 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 707200 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 77352 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 66364 | GrantsOrScholarships |
| End Of Year Balance | 718188 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 924697 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -148369 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 69128 | GrantsOrScholarships |
| End Of Year Balance | 707200 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15708549 | OtherCostOrOtherBasis |
| Book Value | 15708549 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 107603070 | OtherCostOrOtherBasis |
| Depreciation | 30770176 | Depreciation |
| Book Value | 76832894 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 38488595 | OtherCostOrOtherBasis |
| Depreciation | 8236990 | Depreciation |
| Book Value | 30251605 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 147425 | OtherCostOrOtherBasis |
| Depreciation | 70781 | Depreciation |
| Book Value | 76644 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4826907 | OtherCostOrOtherBasis |
| Depreciation | 4393815 | Depreciation |
| Book Value | 433092 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 123302784 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Due to Jewish Federation of Metropolitan Chicago | $28,011,125 |
| Deferred Maintenance | $4,845,123 |
| Due to Jewish United Fund of Metropolitan Chicago | $487,646 |
| Due to Council for Jewish Elderly | $837,255 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 34181149 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 22775079 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 20902 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 20902 | RevenueNotRptdF990 |
| Revenue Subtotal | 22754177 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 22754177 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 23472370 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 23472370 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 23472370 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Description of Intended Use of Endowment Funds: | Part V, Line 4: | The endowment fund has been designated by the Board of Directors for the benefit of Council for Jewish Elderly (CJE), an affiliated agency of the Jewish Federation of Metropolitan Chicago. Distributions are made from this endowment fund on an annual basis to CJE and are computed using a formal spending policy that has been approved by the Board. |
| Description of Uncertain Tax Positions Under FIN 48: | Part X, Line 2: | The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, Facilities 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 Facilities, the continued tax-exempt status of bonds issued by Facilities, and various positions related to the potential sources of unrelated business taxable income (UBTI). 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 June 30, 2013, management has determined that there are no uncertain tax positions. Facilities files annual information returns in the U.S. federal jurisdiction and the State of Illinois. Facilities is generally no longer subject to examination by the Internal Revenue Service for tax years before 2010. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| Jewish Community Center | |||||||
| 30 S Wells Suite 4000 | Chicago | IL | 60606 | 362167758 | 501(C)(3) | 378897 | To subsidize rent expense at Weinger Center. |
| Council for Jewish Elderly | |||||||
| 3003 West Touhy Avenue | Chicago | IL | 60645 | 362725797 | 501(C)(3) | 56496 | Endowment distribution to subsidize rent expense. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: Grants made by JFMC Facilities Corporation (FacCorp) are monitored through an extensive process involving professionals and volunteers that includes submission of budgetary and programmatic information as well as face to face meetings with grant recipients. The grants are also supported by legal agreements between FacCorp and the recipient. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (8 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Steven B Nasatir | ||||||||||||||
| President | 44805 | 403244 | 0 | 0 | 17429 | 156865 | 7232 | 65086 | 1728 | 15549 | 71194 | 640744 | 0 | 0 |
| Michael B Tarnoff | ||||||||||||||
| Asst Secy & Exec Vice President | 23369 | 210323 | 0 | 0 | 9861 | 88746 | 1015 | 9135 | 903 | 8124 | 35148 | 316328 | 0 | 0 |
| James A Pinkston | ||||||||||||||
| Asst Secy & VP of Accounting | 24962 | 174734 | 0 | 0 | 0 | 0 | 808 | 5655 | 1598 | 11184 | 27368 | 191573 | 0 | 0 |
| Peter Chiswick | ||||||||||||||
| Asst Secretary | 7565 | 143725 | 0 | 0 | 53 | 1015 | 2141 | 40674 | 454 | 8623 | 10213 | 194037 | 0 | 0 |
| Reis Kayser | ||||||||||||||
| Asst Secy & Executive Director | 222307 | 0 | 0 | 0 | 5762 | 0 | 37009 | 0 | 14845 | 0 | 279923 | 0 | 0 | 0 |
| Louis Lazovsky | ||||||||||||||
| VP Human Resources | 20986 | 188878 | 0 | 0 | 149 | 1338 | 7855 | 70691 | 1484 | 13352 | 30474 | 274259 | 0 | 0 |
| Joseph Salcik | ||||||||||||||
| VP ISS | 20567 | 185105 | 0 | 0 | 13 | 118 | 7855 | 33998 | 1484 | 8309 | 29919 | 227530 | 0 | 0 |
| Jerry DeAngelis | ||||||||||||||
| Asst Executive Director, Operations | 116864 | 0 | 0 | 0 | 2522 | 0 | 36629 | 0 | 8981 | 0 | 164996 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Lines 4a-b | ReturnReference |
| Explanation | Line 4a: Steven Ori received a severance payment of $43,402 in 2012. 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. Steven Nasatir became fully vested in this benefit during 2012 and as a result, $116,876 has been included on the Form 990 as compensation in Part VII and Schedule J. This $116,876 was not paid to Dr. Nasatir in 2012, but it instead represents the present value of the future stream of payments due under this agreement. Per IRS guidelines, the present value of the annuity is taxable the year in which vesting occurs. On a cash basis, Dr. Nasatir did not receive any payments from this arrangement in 2012. 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 2012, Steven Nasatir received payments of $68,832 from the first supplemental non-qualified retirement plan. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| CECFA - Series A8 | ||||||||
| A | 840896727 | 196458J79 | 2005-07-13 | 35250000 | Acquire and Construct Corporate Offices | 0 | 0 | 0 |
| CECFA - Series A9 | ||||||||
| B | 840896727 | 196458Y64 | 2006-09-14 | 13070000 | To Finance Various Projects | 0 | 0 | 0 |
| CECFA - Series A10 | ||||||||
| C | 840896727 | 19645RBB6 | 2007-07-26 | 20970000 | Acquire and Construct Day Camp | 0 | 0 | 0 |
| CECFA - Series C7 | ||||||||
| D | 840896727 | 19645RHU8 | 2009-02-12 | 30000000 | Acquisition of Land and Preconstruction Development of CCRC | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Working Capital ExpendituresWorkingCapitalExpenditures |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 35250000 | 36128117 | 386444 | 35741672 | 2005 | 0 | 0 | 1 | 1 | |
| B | 13070000 | 13673999 | 177681 | 13496318 | 2006 | 0 | 0 | 1 | 1 | |
| C | 20970000 | 21526422 | 259386 | 20342036 | 2007 | 0 | 0 | 1 | 1 | 925000 |
| D | 1160000 | 30095953 | 383237 | 29712716 | 2010 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated |
|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | |||||||||||
| A | 1 | 1 | 0 | 0 | 0 | 1 | |||||
| (no name) | |||||||||||
| B | 1 | 1 | 0 | 0 | 0 | 1 | |||||
| (no name) | |||||||||||
| C | 0 | 1 | 0 | 0 | 0 | 1 | 0 | 0 | 1 | ||
| JP Morgan | |||||||||||
| D | 0 | 1 | 1 | 0 | 0 | 1 | 0 | 0 | 1 | 0 | 0 |
Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | 1 |
| B | 1 |
| C | 1 |
| D | 1 |
Form990 Schedule K Part VI Form990ScheduleKPartVI (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Schedule K Part IV, Arbitrage, Line 2c | Date Rebate Computation Performed | Issuer Name: CECFA - Series A10 Date the Rebate Computation was Performed: 08/28/2012 Issuer Name: CECFA - Series C7 Date the Rebate Computation was Performed: 05/17/2012 |
| Schedule K, Part IV, Line 4c, Column D, Entity 1 - Term of Hedge: | Swap #0500007014191 JP Morgan - 02/05/09 - 03/01/41 Swap #6900079332499 JP Morgan - 03/02/09 - 03/01/41 | |
| Schedule K, Part I, Column (e) & Schedule K, Part, II, Line 3: The | difference between issue price in Part I, Column (e) and the total proceeds | of issue in Part II, Line 3 is investment income earned on bond escrow before the bond proceeds were expended. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| CECFA - Series G3 | ||||||||
| A | 840896727 | 19645RQN4 | 2012-06-01 | 45495000 | Refinance A-1 and F-1 Bonds | 0 | 0 | 0 |
| CECFA - Series J1 | ||||||||
| B | 840896727 | NoneAvail | 2012-07-02 | 62560000 | Refinance A-8, A-9 and A-10 Bonds | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|
| A | 2175000 | 45495000 | 110000 | 45385000 | 2012 | 1 | 0 | 1 | 1 |
| B | 1545000 | 62560000 | 140000 | 62420000 | 2012 | 1 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 1 | 0 | 1 | 0 | 0 | 0 | 1 |
| B | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | 1 |
| B | 1 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 6 | Jewish Federation of Metropolitan Chicago is the sole member of JFMC Facilities Corporation. |
| Form 990, Part VI, Section B, line 11 | A copy of the Form 990 was provided to all Board members prior to filing. Each Board member reviewed the Form 990 and had the opportunity to suggest revisions. |
| Form 990, Part VI, Section B, line 12c | A conflict of interest questionnaire is circulated to all board members (directors) and key employees on an annual basis. This process is managed by the Executive Director 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 JFMC Facilities Corporation, he or she is required to abstain from any votes related to that matter. |
| Form 990, Part VI, Section B, line 15 | Compensation of JFMC Facilities Corporation executives is reviewed and approved by the compensation committee of Jewish Federation of Metropolitan Chicago (Federation). Federation's compensation committee is comprised of various Federation Board members, including two individuals who also serve on JFMC Facilities Corporation's Board of Directors, and outside legal counsel. The compensation committee used comparable data from other large nonprofit organizations to ensure executive compensation 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 approval of executive compensation is documented in the Compensation Committee's minutes. |
| 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. With regards to the general public, the organization provides these documents upon request. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (45 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | |
| Jewish United Fund of Metropolitan Chicago | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 362167034 | Fundraising & Grantmaking | IL | 501(c)(3) | Line 7 | 0 | Jewish Federation of Metropolitan Chicago | |
| 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 | 0 | Jewish United Fund of Metropolitan Chicago | |
| 1261 Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364018186 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Arnold I & Bette Sobel Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 311528640 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Bellows Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 363864415 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| BLS Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364420871 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Bucksbaum Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364341914 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Carol Lavin Bernick Family Supporting Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364067510 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Charles & Audrey Dann Charitable Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364018189 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Chicago Center for Jewish Genetic Disorders | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 200120266 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| The First Spoke Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 200894628 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Crown Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 363330462 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Epstein Wenger Family Support Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364380168 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Eva Cooper Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 363436617 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Eve and Stuart L Pinkert Family Charitable Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 367230842 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Glickman Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 363857009 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Goodman Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364018187 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Harvey L Miller Supporting Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 900187252 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Helene Diamond & Jorde Nathan Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364157242 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Hillels of Illinois Endowment Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364310755 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Irvin & Ruth Swartzberg Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 363864416 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| JFMCP3 Corporation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 262053862 | Supporting Organization | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Lawrence E & Nancy S Glick Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 363662985 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Leibow Family Supporting Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 201420425 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Leonard and Diane Sherman Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364345181 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Leonard Rose Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364420873 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Lya and Louis Rosenblum Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 311529058 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Manfred and Fern Steinfeld Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364244346 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Michael Reese Health Trust | |||||||||||
| 150 North Wacker Drive Suite 2320 | Chicago | IL | 60606 | 362170910 | Grantmaking | IL | 501(C)(3) | PF | 0 | Jewish Federation of Metropolitan Chicago | |
| Paul G Delman Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 363914632 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Prairie Minerals Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 320062771 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| The Pritzker Family Philanthropic Fund | |||||||||||
| 71 S Wacker Drive Ste 4600 | Chicago | IL | 60606 | 363623264 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Ring Family Supporting Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 201642012 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Robert U & Roberta Goldman Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 203921714 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Robert L & Sylvia M Haag Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 300149729 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Rose Family Supporting Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 205389086 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Sarnoff Levin Family Supporting Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364157233 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Seder Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 363988995 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Sisyphus Supporting Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 205944850 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Tamar & Jonathan Koschitzky Family Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 300149723 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| The Robert and Yadelle Sklare Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364389423 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Wagner Descendant's Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 204004517 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Weiss Memorial Hospital Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 364413031 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
| Z Frank Camp Apachi Supporting Foundation | |||||||||||
| 30 South Wells Suite 4049 | Chicago | IL | 60606 | 363833108 | Supporting Foundation | IL | 501(C)(3) | Line 11a, I | 0 | Jewish Federation of Metropolitan Chicago | |
Form990 Schedule R Part III Form990ScheduleRPartIII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner | Percentage OwnershipPercentageOwnership |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 255 Revere Drive LP | |||||||||||||
| 30 S Wells Suite 4049 | Chicago | IL | 60606 | 363174413 | Real Estate | IL | JFMC Facilities Corporation | Related | 51235 | 305316 | 0 | 1 | 0.99000 |
| 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 | Jewish Federation of Metropolitan Chicago | 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 | Jewish Federation of Metropolitan Chicago | N/A | 0 | 0 | |||
| JFMC Pooled Endowment Portfolio LLC | |||||||||||||
| 30 S Wells Suite 4049 | Chicago | IL | 60606 | 451610644 | See Sch. R, Part VII | IL | Jewish Federation of Metropolitan Chicago | N/A | 0 | 0 | |||
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Controlled OrgControlledOrg |
|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| 255 Revere Drive LP | ||
| A | 51235 | Book Value |
| 255 Revere Drive LP | ||
| K | 126932 | Book Value |
Form990 Schedule R Part VII Form990ScheduleRPartVII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Portfolio, LLC: To serve as an endowment investment solution for | Schedule R, Part III, column (b), Primary Activity - JFMC Pooled Endowment | charitable organizations pursuing Jewish philanthropic goals and provides access to professional investment management, administration, and reporting for its members. |
| a Corporation or Trust: Split interest trusts, in order to preserve donor | Schedule R, Part IV, Identification of Related Organizations Taxable as | privacy, and in accordance with the 2012 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. |
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