2013-11-13T17:34:33-06:00 2012-12-31 420714325 MCGLADREY LLP 1 S WACKER DRIVE STE 800 CHICAGO IL 60606 990 2012-01-01 362167034 Jewish United Fund of Metropolitan Chicago JEWI 3123574790 30 South Wells No 4049 Chicago IL 60606 James A Pinkston 3123574790 2013-11-13 1 Zack Fortsch P00052725 3126343400 2012 2016-03-07 17:11:31Z Steven Nasatir 30 South Wells No 4049 Chicago IL 60606 99480061 0 X www.JUF.org X 1949 IL JUF is the Chicago Jewish community's central philanthropy, funding wide-ranging services. 81 79 482 16000 763795 0 85985649 83932885 6629907 6511567 2606001 3166749 21599 43019 95243156 93654220 67700262 68918209 0 0 12035369 12771035 125139 119360 6661934 11682415 11176939 91543185 92985543 3699971 668677 157746655 158614812 90990837 83255650 66755818 75359162 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 35664394 34033606 566066 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 (JUF) and the Jewish Federation of Metropolitan Chicago are so closely linked in numerous ways (combined Board of Directors, shared professional staff, shared office space, etc.), and because the JUF annually provides a significant grant 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:- 522,614 meals, food bags and grocery cards were delivered to needy local Jews;- 4,032 households received more than $4.4 million in emergency financial assistance to pay for housing, healthcare and other critical expenses;- 1,209 workers secured paid jobs;- 1,402 impoverished Jews received life-preserving prescription medications;- 18,551 individuals received free or highly-subsidized mental and physical healthcare;- 4,999 seniors received services enabling them to stay in their homes;- 1,498 people learned credit repair skills and business basics to write a business plan, secure loan funding, and start a microenterprise;- 2,203 people received assistance applying for public benefits;- 637 low-income families received free or subsidized legal assistance;- 298 people were placed into more affordable, stable housing;- 650 Holocaust survivors maximized their independence through in-home services, emergency financial assistance, group support, advocacy and socialization;- 591 children with disabilities received intensive therapeutic services and education.Formal and Informal Jewish Education Services:- 22,154 children and youth engaged in Jewish learning and built stronger Jewish identities through formal and informal Jewish educational experiences;- 69% of Jewish day school students received scholarships and/or tuition assistance;- 2,659 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;- 1,780 children received more than $1.5 million in scholarships for Jewish summer camp experiences;- 452 children received financial assistance or subsidies for a Jewish early childhood educational experiences.Israel Connections, Advocacy and Education Services:- 1,245 Jewish young adults went on free trips to Israel courtesy of JUF Birthright Israel, strengthening their connection to the Jewish homeland;- 760 youth received JUF-supported scholarships that helped them afford pivotal educational experiences in Israel;- 3,927 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; - Hillel's landmark Reach Across Illinois Campuses program offers Israel advocacy programming on 10 Illinois campuses without a formal Hillel presence; - 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;- 57 participants from 16 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:- 6,120 families with young children received free, monthly Jewish books and music through JUF's PJ Library program;- 604 Jewish families with young children participated in "Joyfully Jewish" programs, exploring Jewish life through arts & crafts, storytelling and holiday celebrations in public venues;- 223 families received $500-$1,000 JUF Right Start gift vouchers towards tuition t a Jewish early childhood program for the first child in their family to attend Jewish preschool; - 146 new Jewish parents received "Shalom Baby" gift packages, and 77 Chicago newcomers received informational "Shalom Chicago" gift packages.Hands-on Volunteerism and Teen Services:- 1,533 Jews of all ages volunteered through JUF's TOV Volunteer Network, providing hands-on assistance from serving meals to people in need to tutoring at-risk children;- 501 teens and college students made a difference in the lives of poor Jews, seniors and people with disabilities through JUF-sponsored volunteer services;- 63 teens in grades 7-10 [plus 5 junior counselors in grades 11-12] from 33 schools participated in a week-long, interactive day camp held twice in August, combining service learning activities with hands-on volunteer work in the Jewish community and the community-at-large;- 83 teens in grades 6-12 from 38 schools participated in monthly community service projects;- 36 high school students participated in Voices: the Chicago Jewish Teen Foundation, building their skills in philanthropy and grantmaking;- 12 outstanding high school juniors were named Chicago Jewish Teen Leadership Award winners.Young Adult Engagement and Leadership Development Services:- 2,643 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;- 29 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;- 1,075 young business professionals attended 14 events focused on engaging the next generation of Jewish businessmen and businesswomen;- 300 Russian-speaking Jewish young professionals came to 15 specialized events to connect with each other, the broader community, and with their own Jewish identity;- 166 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 5,794 individuals in 92 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 66,000 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. 34920051 32235054 1181539 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:- 29,346 immigrants were assisted with job preparation and placement, language skills, housing and socialization programming to help them integrate into Israeli society.Services to Strengthen At-risk Israeli Families and Communities:- 21,000 disadvantaged but promising Israeli students were immersed in educational opportunities designed to close the socioeconomic gap and ensure their future success;- 10,000 at-risk Israeli youth and family members in 35 locations throughout Israel received emotional and scholastic support to help prepare them for future success;- 2,200 young adults served as mentors, tutors, entrepreneurs and social activists in 40 disadvantaged Israeli communities, helping 36,000 citizens improve their quality of life.Israel Terror Relief Services:- 33,000 children and teens were taken out of rocket range during Operation Pillar of Defense and brought to secure areas for respite activities;- 223 families who were injured during the Operation received direct support from the JUF-supported Victims of Terror Fund;- 17,600 children from JUF's Partnership region of Lachish were taken out of rocket range during Operation Pillar of Defense and brought north for respite activities.Global Jewish Community Services:- 177,000 impoverished elderly throughout Russia and other Eastern European countries received food, medicine and heating fuel to sustain them;- 32,000 poor children in these countries also received life-sustaining food, medicine and financial assistance;- 6,400 young Jews from Russia and other Eastern European counties built stronger Jewish and Zionist identities Israel through Jewish camping experience. 819081 199187 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. 783878 752907 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. 509800 44151 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. 3884122 2649549 3767717 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.Israel office: The organization maintains a small office in Israel with three 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. 5177800 2649549 4564775 76581326 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 1 1 1 0 0 0 0 1 1 1 0 0 1 54 0 1 482 1 1 1 0 0 0 0 1 1 0 0 0 0 X 81 79 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X X James A Pinkston 3123574790 30 South Wells Ste 4049 Chicago IL 60606 Steven B Nasatir 30.00 10.00 X 466758 155585 88818 Jeffrey L Cohen 24.00 16.00 X 168109 112073 181433 David S Rosen 0.00 40.00 X 0 297392 129340 David Brief 40.00 0.00 X 443789 0 80554 Michael Tarnoff 20.00 20.00 X 166149 166149 18400 Louis Lazovsky 32.00 8.00 X 169081 42270 92669 Jay Tcath 20.00 20.00 X 118545 118545 50309 Beth Cherner 40.00 0.00 X 253681 0 30368 Joseph Salcik 32.00 8.00 X 164642 41160 46313 Susan Rifas 40.00 0.00 X 146187 0 102202 Rachel Greenman Sternberg 40.00 0.00 X 215939 0 28865 James A Pinkston 30.00 10.00 X 149772 49924 18544 David S Rubovits 13.20 26.80 X 60543 122920 30413 Peter Chiswick 38.00 2.00 X 144740 7618 51352 Aaron Cohen 40.00 0.00 X 143839 0 54768 Jim Rosenberg 40.00 0.00 X 160756 0 18101 Sherryl Steinberg 40.00 0.00 X 145988 0 19156 Michael C Kotzin PhD 40.00 0.00 X 140190 0 16105 Ann Johnson 40.00 0.00 X 135484 0 12575 Ronald Margolin 40.00 0.00 X 127968 0 65539 Laszlo Gonc 40.00 0.00 X 134631 0 22073 David T Brown 10.00 10.00 X X 0 0 0 Ethan Budin 5.00 5.00 X X 0 0 0 Richard C Goodman 5.00 5.00 X X 0 0 0 Ann-Louise Kleper 5.00 5.00 X X 0 0 0 Dr Jeffrey Kopin 5.00 5.00 X X 0 0 0 Jennifer Levine 5.00 5.00 X X 0 0 0 Stephen Malkin 5.00 5.00 X X 0 0 0 Harry Seigle 5.00 5.00 X X 0 0 0 Wendy Berger Shapiro 5.00 5.00 X X 0 0 0 Bill Silverstein 5.00 5.00 X X 0 0 0 Phyllis Tabachnick 5.00 5.00 X X 0 0 0 Adam Winick 5.00 5.00 X X 0 0 0 Michael Zaransky 5.00 5.00 X X 0 0 0 Lee I Miller 5.00 5.00 X X 0 0 0 Thomas Rivkin 5.00 5.00 X X 0 0 0 Dr Michele Sackheim Wein 5.00 5.00 X X 0 0 0 Jodi Newmark 5.00 5.00 X X 0 0 0 Caryn Rosen Adelman 0.50 0.50 X 0 0 0 Harvey J Barnett 0.50 0.50 X 0 0 0 David A Baum 0.50 0.50 X 0 0 0 Jodie Berkman 0.50 0.50 X 0 0 0 Debbie L Berman 0.50 0.50 X 0 0 0 Scott I Canel 0.50 0.50 X 0 0 0 Mark Chudacoff 0.50 0.50 X 0 0 0 Joshua Daitch 0.50 0.50 X 0 0 0 Deanna Drucker 0.50 0.50 X 0 0 0 Bruce Ettelson 0.50 0.50 X 0 0 0 Robert Ferencz 0.50 0.50 X 0 0 0 Maury Fertig 0.50 0.50 X 0 0 0 Linda Schottenstein Fisher 0.50 0.50 X 0 0 0 Jason Friedman 0.50 0.50 X 0 0 0 Howard Friend 0.50 0.50 X 0 0 0 David Golder 0.50 0.50 X 0 0 0 Arnie Harris 0.50 0.50 X 0 0 0 Ellen Spira Hattenbach 0.50 0.50 X 0 0 0 Marcie B Hemmelstein 0.50 0.50 X 0 0 0 Josh B Herz 0.50 0.50 X 0 0 0 Andrew S Hochberg 0.50 0.50 X 0 0 0 Stuart Hochwert 0.50 0.50 X 0 0 0 Bennett E Kaplan 0.50 0.50 X 0 0 0 Cindy Kaplan 0.50 0.50 X 0 0 0 Deborah Schrayer Karmin 0.50 0.50 X 0 0 0 Penny Keeshin 0.50 0.50 X 0 0 0 Priscilla L Kersten 0.50 0.50 X 0 0 0 Frances H Krasnow 0.50 0.50 X 0 0 0 Peter Kupferberg 0.50 0.50 X 0 0 0 Rabbi Vernon Kurtz 0.50 0.50 X 0 0 0 Steven H Lavin 0.50 0.50 X 0 0 0 Jane Cadden Lederman 0.50 0.50 X 0 0 0 H Debra Levin 0.50 0.50 X 0 0 0 Brian J Levinson 0.50 0.50 X 0 0 0 Miriam Lichstein 0.50 0.50 X 0 0 0 Barry A Malkin 0.50 0.50 X 0 0 0 Rabbi Steven S Mason 0.50 0.50 X 0 0 0 Steven N Miller 0.50 0.50 X 0 0 0 James C Mills 0.50 0.50 X 0 0 0 Sanford E Perl 0.50 0.50 X 0 0 0 Theodore Perlman 0.50 0.50 X 0 0 0 Paula Resnick 0.50 0.50 X 0 0 0 Elliot Robinson 0.50 0.50 X 0 0 0 Marc Roth 0.50 0.50 X 0 0 0 Eric Rothner 0.50 0.50 X 0 0 0 Lisa Rubinstein 0.50 0.50 X 0 0 0 Marc Sacks 0.50 0.50 X 0 0 0 Max Schrayer 0.50 0.50 X 0 0 0 Steve Schreiber 0.50 0.50 X 0 0 0 Midge Perlman Shafton 0.50 0.50 X 0 0 0 Keith J Shapiro 0.50 0.50 X 0 0 0 Kim Shwachman 0.50 0.50 X 0 0 0 Morris Silverman 0.50 0.50 X 0 0 0 Barbara Kaplan Slutsky 0.50 0.50 X 0 0 0 Alan P Solow 0.50 0.50 X 0 0 0 Marc Spellman 0.50 0.50 X 0 0 0 Sara C Star 0.50 0.50 X 0 0 0 Nina G Stillman 0.50 0.50 X 0 0 0 Pam F Szokol 0.50 0.50 X 0 0 0 Ralph Wanger 0.50 0.50 X 0 0 0 Avrum Weinfeld 0.50 0.50 X 0 0 0 James R Woldenberg 0.50 0.50 X 0 0 0 Rabbi Carl Wolkin 0.50 0.50 X 0 0 0 Andrea R Yablon 0.50 0.50 X 0 0 0 Francine F Levy 0.50 0.50 X 0 0 0 Hilary Greenberg 0.50 0.50 X 0 0 0 Helene Diamond 0.50 0.50 X 0 0 0 Jimmy Sarnoff 0.50 0.50 X 0 0 0 David Goldenberg 0.50 0.50 X 0 0 0 3656791 1113636 1157897 35 1 1 0 JB Kenehan LLC W 238 N 700 Rockwood Drive Waukesha WI 53188 Publications/JUF News 278905 Rural Sourcing 1007 Slater Road Ste 400 Durham NC 27703 IT Consulting 223108 Presto Press PO Box 438430 Chicago IL 60643 Printing & Invitations 196114 Greater Talent Network 437 Fifth Ave New York NY 10016 Event Promotion 187353 McGladrey LLP 1 South Wacker Drive Chicago IL 60606 Auditing Services 175307 11 250000 83682885 4423892 83932885 Program Fees 561000 3872238 3872238 Service Fees 561000 2639329 2639329 6511567 464594 464594 7290030 4587875 2702155 2702155 2702155 517190 1237966 -720776 -720776 JUF News Advertising 541800 763795 763795 763795 93654220 6511567 763795 2445973 68918209 68918209 2968881 767146 1397728 804007 102501 102501 6743324 1742444 3174710 1826170 1965282 487256 1060894 417132 594628 154753 288159 151716 396419 103169 192106 101144 628205 479265 148940 46128 2667 39572 3889 118307 10007 108300 119360 119360 299036 299036 292770 211984 23557 57229 162804 50462 112342 1909953 1166618 205156 538179 745815 88097 594893 62825 1552910 399526 636117 517267 226570 113899 37328 75343 4077 4077 345516 126712 159751 59053 466814 105781 361033 1362662 190219 805847 366596 9393 880 6459 2054 Events-Before Income 1481948 121172 1360776 Missions-Before Income 1215018 1215018 Temporary Help 73463 31389 7902 34172 Photography 32147 16928 15219 203403 73648 92294 37461 92985543 76581326 9742283 6661934 10382560 7743613 47335417 48911565 576974 1085140 3074473 3664854 14326639 5468736 8921949 8857903 65229302 67368712 22225980 20983025 157746655 158614812 3013779 3352713 45493390 36900741 777781 1137389 41705887 41864807 90990837 83255650 X 14023537 25269597 40652738 38010022 12079543 12079543 66755818 75359162 157746655 158614812 X 668677 2288745 5645922 X 0 1 X 1 0 X 76927521 87972423 78181688 85985649 83932885 413000166 76927521 87972423 78181688 85985649 83932885 413000166 8160457 404839709 1175404 619443 522595 361613 464594 3143649 416143815 34813028 0.97280 0.97130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 30 0 0 1 11480 0 0 11510 0 Explanation of Lobbying Activities: Part II-B, Line 1: JUF communicated with the Illinois Congressional delegation, state legislators and Federal and State Executive Branch officials on a variety of issues, especially Iran divestment. 59429027 5888038 4798907 4629861 65486111 57935378 4965735 535925 4008011 59429027 53699233 2194306 6096680 4054841 57935378 47732313 2457560 8295484 4786124 53699233 73780113 1763784 -23105784 4705800 47732313 0.81550 0.18450 0 0 14252835 5437297 8815538 73804 31439 42365 8857903 State of Israel Bonds 316900 F Investment in Life Insurance Policies 4985626 F Other Investments 147814 F JFMC Pooled Endowment Portfolio, LLC 61918372 F 67368712 Due from Participating Employers for Pension Benefits 19352664 Due from JFMC Facilities Corporation 1630361 20983025 Liability for Pension Benefits 30468600 Due to Jewish Federation of Metropolitan Chicago 11396207 41864807 X Description of Intended Use of Endowment Funds: 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. Description of Uncertain Tax Positions Under FIN 48: 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, 2012, there were no unrecognized tax benefits identified or recorded as liabilities. Jewish United Fund files forms 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 2009. Israel 1 4 Program Services Oversight and monitoring of grants and missions 516000 1 4 0 0 1 4 516000 0 516000 0 0 0 0 0 0 X 1 Siegel Marketing Group 1845 N Farwell Ave Suite 300 Milwaukee WI 53202 Phone solicitation 0 317095 119360 197735 317095 119360 197735 IL YLD Big Event 221971 221971 251984 225468 102285 The Vanguard Dinner 176550 176550 62282 250000 83624 7 118669 118669 144830 88000 29493 517190 517190 459096 563468 215402 1237966 -720776 1 Jewish Federation of Metropolitan Chicago 30 South Wells Ste 4049 Chicago IL 60606 362167761 501(C)(3) 32675298 To support a range of nonprofit organizations which address humanitarian, health and welfare needs Jewish Federations of North America 25 Broadway New York NY 10004 131624240 501(C)(3) 32235054 Regular campaign & Israel emergency campaign Birthright Israel Foundation 33 E 33rd Street 7th Floor New York NY 10036 134092050 501(C)(3) 95000 To support a range of nonprofit organizations which address humanitarian, health and welfare needs. The Ark 6450 N California Ave Chicago IL 60645 237164967 501(C)(3) 27000 General Operations Jewish Community Center of Chicago 30 South Wells St Chicago IL 60606 362167758 501(C)(3) 111836 EZRA and other Programming Jewish Community Centers Association of North America 520 Eighth Avenue New York NY 10018 135599486 501(C)(3) 20000 Travel Program in Israel Council for Jewish Elderly 3003 W Touhy Ave Chicago IL 60645 362727597 501(C)(3) 36000 Programming support and Senior activities fund 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) 15000 General Operations Arie Crown Hebrew Day School 4600 Main St Skokie IL 60076 362129620 501(C)(3) 100000 General Operations Jewish Child & Family Services 216 W Jackson Blvd 800 Chicago IL 60606 362167757 501(C)(3) 149317 General Operations American Jewish Joint Distribution Committee 711 Third Ave 10th Floor New York NY 10017 131656634 501(C)(3) 400000 Children's Initiative in the Former Soviet Union Friends of Project Heart PO Box 170800 Milwaukee WI 53217 453125708 501(C)(3) 50000 General Operations Maot Chitim 7366 N Lincoln Avenue Lincolnwood IL 60712 363398501 501(C)(3) 12500 General Operations Jewish Council on Urban Affairs 610 S Michigan Avenue 5th Floor Chicago IL 60605 362538957 501(C)(3) 25000 General Operations Hebrew Immigrant Aid Society 333 Seventh Avenue 5th Floor New York NY 10001 135633307 501(C)(3) 25000 General Operations United Against Nuclear Iran 45 Rockefeller Plaza 2162 New York NY 10111 262387657 501(C)(3) 50000 General Operations 18 0 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, 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 Center of Chicago, Council for Jewish Elderly, Ida Crown Jewish Academy, Hebrew Theological College, Associated Talmud Torahs, 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 a portion of this grant amount to nonprofit organizations in Israel and other countries. JFNA, and its beneficiary agencies, United Israel Appeal (UIA), a subsidiary of JFNA, and the American Jewish Joint Distribution Committee (JDC) each file separate Form 990s and report each specific grant in detail on their Schedule F. X X 1 1 X X X 1 1 0 0 0 0 0 0 0 Steven B Nasatir 336037 112012 0 0 130721 43573 54239 18080 12958 4319 533955 177984 0 0 Jeffrey L Cohen 155839 103893 0 0 12270 8180 103738 69158 5588 3726 277435 184957 0 0 David S Rosen 0 285348 0 0 0 12044 0 121264 0 8853 0 427509 0 0 David Brief 343789 0 100000 0 0 0 74678 0 6653 0 525120 0 0 0 Michael Tarnoff 116846 116846 0 0 49303 49303 5075 5075 4514 4514 175738 175738 0 0 Louis Lazovsky 167891 41973 0 0 1190 297 62836 15709 11868 2967 243785 60946 0 0 Jay Tcath 118466 118466 0 0 79 79 20886 20886 4657 4657 144088 144088 0 0 Beth Cherner 75834 0 0 0 177847 0 18598 0 11790 0 284069 0 0 0 Joseph Salcik 164538 41134 0 0 104 26 30221 7555 7386 1846 202249 50561 0 0 Susan Rifas 144469 0 0 0 1718 0 88078 0 14608 0 248873 0 0 0 Rachel Greenman Sternberg 215939 0 0 0 0 0 28203 0 682 0 244824 0 0 0 James A Pinkston 149772 49924 0 0 0 0 4847 1616 9586 3195 164205 54735 0 0 David S Rubovits 60373 122575 0 0 170 345 7219 14657 3037 6167 70799 143744 0 0 Peter Chiswick 143726 7565 0 0 1014 53 40674 2141 8623 454 194037 10213 0 0 Aaron Cohen 142945 0 0 0 894 0 47528 0 7713 0 199080 0 0 0 Jim Rosenberg 160756 0 0 0 0 0 17439 0 1263 0 179458 0 0 0 Sherryl Steinberg 145988 0 0 0 0 0 5032 0 14144 0 165164 0 0 0 Michael C Kotzin PhD 136583 0 0 0 3607 0 9043 0 7399 0 156632 0 0 0 Ronald Margolin 127140 0 0 0 828 0 51415 0 14575 0 193958 0 0 0 Laszlo Gonc 134569 0 0 0 62 0 7949 0 14588 0 157168 0 0 0 Part I, Line 1a Social club dues are paid on behalf of appropriate employees conducting business there. Part I, Lines 4a-b Beth Cherner received a severance payment of $97,316 in 2012. 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. In addition, the Jewish Federation has agreed to provide Michael Tarnoff with a split dollar $800,000 insured death benefit. The insurance is designed so that upon Michael Tarnoff's death, the Federation will receive a benefit equal to all of the premiums paid. The life insurance benefit is provided tax free to Michael Tarnoff so there is an additional cash payment to Michael Tarnoff each year to cover the taxes on the PS58 costs as well as the taxes grossed up. 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 2012, Steven Nasatir received payments of $68,832 from the first supplemental non-qualified retirement plan. In addition, the Jewish Federation has agreed to provide Steven Nasatir with a split dollar $1,000,000 insured death benefit. The insurance is designed so that upon Steven Nasatir's death, the Federation will receive a benefit equal to all of the premiums paid. The life insurance benefit is provided tax free to Steven Nasatir so there is an additional cash payment to Steven Nasatir each year to cover the taxes on the PS58 costs as well as the taxes grossed up. Jeffrey Cohen: The Jewish Federation has an agreement with Jeffrey Cohen which provides for annual payments of $21,000 per year beginning in 2013 and lasting for ten years. 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 Rosen: The Jewish Federation has an agreement with David Rosen which provides for annual payments of $25,000 per year beginning in 2018 and lasting for ten years. David Brief: The Jewish Federation has a deferred compensation agreement with David Brief that is contingent upon his employment and performance. Karen Zaransky Daughter of Vice Chairman 14692 Karen Zaransky, served as a campaign associate, received compensation for her services. 0 Associated Agencies Inc Max Schrayer, Director, is the principal owner of Associated Agencies, Inc 102501 0 (d) Description of Transaction: Max Schrayer, Director, is the principal owner and president of Associated Agencies, Inc. which is JUF's primary broker for liability insurance. During the year ended December 31, 2012, JUF paid Associated Agencies, Inc. approximately $102,000 for such insurance. JUF regularly receives competitive bids from other insurance companies and Mr. Schrayer does not participate in any decision-making or voting regarding the purchase of insurance. In order to verify that this relationship between JUF and Associated Agencies, Inc. would not cause any conflict of interest problems, before Mr. Schrayer was nominated as Board Chairman for 2010, JUF established an ad hoc Ethics Committee which reviewed: 1) an analysis prepared by its legal counsel which addressed potential conflict of interest implications; and 2) the process by which JUF purchases its insurance policies. After completing its review, the ad hoc subcommittee made a number of recommendations aimed at ensuring that Mr. Schrayer would be distanced from decision-making on the purchase of insurance in a fashion that would prevent a potential conflict of interest. Those recommendations were then endorsed by the Executive Committee of the Board.In addition, at the request of the Executive Committee, JUF hired an independent insurance consulting firm to conduct a study to:1) assess the insurance brokerage, claims processing, advisory and related services provided by Associated Agencies,2) determine if the JUF insurance program properly addresses all of the major exposures to insurable loss presented by the JUF, and3) determine if the coverage is competitively priced.This study validated and confirmed that JUF is receiving appropriate and comprehensive insurance risk management policies and services at competitive prices. X 845 4423892 Fair Market Value 0 0 0 0 Method for Determining Number of Contributors: Part I, Column (b): is the number of items contributed. Form 990, Part VI, Section A, line 2 Stephen Malkin, Vice Chairman, and Barry A. Malkin, Director, have a family relationship. Lee I. Miller, Director and Alan P. Solow, Director, have a business relationship. Form 990, Part VI, Section A, line 6 Jewish Federation of Metropolitan Chicago (Federation) is the sole member of Jewish United Fund of Metropolitan Chicago (JUF). Form 990, Part VI, Section A, line 7a 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 was provided to the Board Chairman and all Audit Committee members prior to filing. The Audit Committee Chairman then informed the full Board of Directors that Committee members reviewed the Form 990 and a copy was 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 their 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 and audited financial statements are available to the public on JUF's website. The conflict of interest policy is available to the general public upon request. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 9: Pension-related changes other than pension expense -251,938. Unexpended prior year allocations payable 5,166,906. Non-operating revenue adjustment 730,954. 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 Eva Cooper Foundation 30 South Wells Suite 4049 Chicago IL 60606 363436617 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 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 Leibow Family Supporting Foundation 30 South Wells Suite 4049 Chicago IL 60606 201420425 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 Paul G Delman Foundation 30 South Wells Suite 4049 Chicago IL 60606 363914632 Supporting Foundation IL 501(C)(3) Line 11a, I 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 Seymour J Abrams Cheder Lubavitch Hebrew Day School Endowment Foundation 30 South Wells Suite 4049 Chicago IL 60606 364421181 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 Anita and Richard Gilford Family Foundation 30 South Wells Suite 4049 Chicago IL 60606 363729381 Supporting Foundation IL 501(C)(3) Line 11a, I Jewish Federation of Metropolitan Chicago 0 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 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 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 1 0 1 0 0 0 0 0 1 0 0 1 1 1 1 0 0 Karl Perl Charitable Trust C 250000 Book Value 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.