2012-12-18T16:07:08-06:00 2012-06-30 362170602 WARADY & DAVIS LLP 1717 DEERFIELD RD SUITE 300S DEERFIELD IL 60015 990 2011-07-01 362167758 JEWISH COMMUNITY CENTERS OF CHICAGO JEWI 3127751800 30 S WELLS ST SUITE 4000 CHICAGO IL 606065054 JEROLD H WOLFF 3127751800 2012-12-17 1 SUSAN GREGGO P00595460 8472679600 2011 2016-02-24 21:20:13Z STUART B HOCHWERT 30 S WELLS ST SUITE 4000 CHICAGO IL 606065054 36125833 0 X WWW.GOJCC.ORG X 1903 IL PROVIDE LIFE-ENRICHING SERVICES TO THE METROPOLITAN CHICAGO JEWISH AND GENERAL COMMUNITIES. 37 37 1781 500 0 0 12157048 11814549 21417329 21622821 638274 494641 187111 317049 34399762 34249060 90325 85276 0 0 18952065 18890979 0 0 510484 15658251 16043525 34700641 35019780 -300879 -770720 38887456 36855462 14698399 14306118 24189057 22549344 X JEWISH COMMUNITY CENTERS OF CHICAGO ("JCC CHICAGO" OR "AGENCY") IS AN ILLINOIS NOT-FOR-PROFIT CORPORATION DEDICATED TO ENSURING A STRONG AND VIBRANT JEWISH LIFE AND COMMUNITY FOR GENERATIONS TO COME. THROUGH A MIX OF FORMAL AND INFORMAL EDUCATION, RECREATIONAL AND CULTURAL ACTIVITIES, JCC CHICAGO PROVIDES QUALITY EXPERIENCES THAT ENRICH THE LIVES OF INDIVIDUALS, FAMILIES AND THE COMMUNITY AT LARGE. FOUNDED IN 1903, JCC CHICAGO SERVED THE NEEDS OF THE BURGEONING POPULATION OF CHICAGO'S JEWISH IMMIGRANTS, AND OVER A CENTURY LATER, JCC CONTINUES TO MAKE IMPACT THROUGH ITS PROGRAMS AND SERVICES HAPPENING INSIDE AND OUTSIDE THE WALLS OF ITS BUILDINGS. JCC CHICAGO WELCOMES PEOPLE OF ALL AGES, FAITHS, AND BACKGROUNDS AND PROVIDES INNOVATIVE PROGRAMS DESIGNED TO MEET THE NEEDS OF EVERYONE FROM INFANTS TO ADULTS. 0 0 10475063 6727643 EARLY CHILDHOOD SERVICES - AT JCC CHICAGO, PARENTS AND TEACHERS CREATE AN EDUCATIONAL PARTNERSHIP THAT NURTURES AND CHALLENGES EACH CHILD TO GROW AND DEVELOP IN THEIR FIRST FORMAL LEARNING EXPERIENCE. USING CUTTING-EDGE BRAIN RESEARCH AND DEVELOPMENTALLY APPROPRIATE PRACTICE, JCC CHICAGO ENCOURAGES THE STRENGTHS AND INDIVIDUALITY IN EACH CHILD. THROUGH THE LENS OF JEWISH CULTURE AND TRADITION, CHILDREN HAVE FUN LEARNING ABOUT THEMSELVES, VALUES, THEIR COMMUNITY AND THE WORLD, PREPARING THEM FOR A LIFELONG JOURNEY OF JOY AND DISCOVERY. THROUGHOUT THE CHICAGO METROPOLITAN AREA, JCC EARLY CHILDHOOD PROGRAMS AND SERVICES ARE PROVIDED FOR CHILDREN FROM SIX WEEKS TO FIVE YEARS, AS WELL AS THEIR FAMILIES, AND INCLUDE FULL-DAY INFANT/TODDLER PROGRAMS, HALF-DAY AND FULL-DAY JUNIOR KINDERGARTEN AND KINDERGARTEN, FULL-DAY CHILDCARE, BACKUP CARE, SUMMER FUN, ENRICHMENT CLASSES, ADULT/CHILD CLASSES, PLAY VILLAGES AND PARENTING AND FAMILY EVENTS. JCC EARLY CHILDHOOD ALSO PROVIDES PRESCHOOL FOR ALL AND EARLY HEAD START, WHICH ARE STATE AND FEDERALLY FUNDED PROGRAMS. 7879997 7408046 DAY CAMPING - AT JCC CHICAGO DAY CAMPS, CHILDREN HAVE FUN, GROW, MAKE NEW FRIENDS, EXPERIENCE A WIDE RANGE OF ACTIVITIES AND DISCOVER AND EXPAND THEIR INTERESTS AND TALENTS WITH THE HELP OF STAFF AND SPECIALISTS WHO CAN BE TRUSTED LIKE FAMILY. JEWISH VALUES, TRADITION, SPIRIT AND ISRAELI CULTURE ARE WOVEN INTO CAMP DAYS THROUGH SONGS, ART, STORIES, SPORTS, DRAMA, GAMES AND CELEBRATIONS. OFFERING A WIDE RANGE OF CAMPING ACTIVITIES FOR KIDS THREE YEARS OLD THROUGH 10TH GRADE, JCC DAY CAMPING PROGRAMS INCLUDE TRADITIONAL DAY CAMPS, SPECIALTY CAMPS FOR SPORTS, PERFORMING ARTS, TWEEN ADVENTURE AND COUNSELOR-IN-TRAINING PROGRAMS. SUMMER PROGRAMS ARE PROVIDED THROUGHOUT METROPOLITAN CHICAGO AND CAMPS ARE TRADITIONAL OR SPECIALTY, HALF-DAY OR FULL-DAY, AND AIM TO BUILD SKILLS, BOOST SELF-ESTEEM AND TEACH IMPORTANT JEWISH VALUES. 4744168 3801117 RESIDENT CAMPING - SPANNING 600 ACRES ON BEAUTIFUL LAKE BLASS NEAR THE WISCONSIN DELLS, JCC CHICAGO'S CAMP CHI PROVIDES A COMPLETE OVERNIGHT CAMPING EXPERIENCE FOR BOYS AND GIRLS, AGES NINE TO SIXTEEN, WITH MORE THAN 40 SPECIALTY PROGRAMS, INCLUDING AGE AND GENDER SPECIFIC OPPORTUNITIES. AT JCC CAMP CHI, CHILDREN AND TEENS DEVELOP SELF-CONFIDENCE AND CULTIVATE LASTING FRIENDSHIPS IN AN ENVIRONMENT RICH IN JEWISH CULTURE AND SUMMER FUN. PROVIDING A ONE-TO-THREE STAFF-TO-CAMPER RATIO AND SMALL CABIN GROUPS, JCC CAMP CHI ENSURES THAT CAMPERS RECEIVE REGULAR PERSONALIZED ATTENTION. THE MODERN CAMP FACILITIES ARE EQUIPPED WITH UNMATCHED AMENITIES THAT BRING CAMPERS' SUMMERS ALIVE THROUGH ACTIVITIES SUCH AS HORSEBACK RIDING AT PRIVATE STABLES, SPORTS IN AN AIR-CONDITIONED GYMNASIUM, WATER SKIING OFF OF PRIVATE DOCKS AND MUCH MORE. CAMPERS ALSO ENJOY SPECIAL SHABBAT CELEBRATIONS AND ISRAEL EDUCATION PROGRAMS, WHICH COMBINED WITH THE INTERACTIONS AND CONNECTIONS WITH OTHER JEWISH CAMPERS AND ISRAELI STAFF SETS THE GROUNDWORK FOR A UNIQUELY POWERFUL SENSE OF PRIDE FOR THEIR JEWISH HERITAGE. 1646236 1064671 CHILDREN AND FAMILY SERVICES - JCC CHICAGO PROGRAMS ARE PROVIDED TO SCHOOL AGED CHILDREN, TEENS AND FAMILIES THROUGHOUT THE CHICAGO METROPOLITAN AREA TEACHING LIFE LESSONS AND SKILLS THAT SERVE THEM FOR A LIFETIME. CHILDREN MAY PARTICIPATE IN SHABBAT ACTIVITIES, BE PART OF MITZVAH PROJECTS, LEARN TO SWIM WITH THE RED CROSS SWIMMING INSTRUCTION PROGRAM, SHARE SPECIAL EXPERIENCES THROUGH THE ME AND MY DAD PROGRAM OR LEARN THE VALUE OF TEAM BUILDING THROUGH OUR SPORTS AND LEAGUES PROGRAMS. FOR TEENS, THERE ARE MANY OPPORTUNITIES TO MAKE FRIENDS THROUGH PROGRAMS LIKE CHI TOWN CONNECTION, JCC MACCABI AND BBYO. FOR FAMILIES, JCC CHICAGO OFFERS ACTIVITIES THAT INCLUDE HOLIDAY PARTIES, FAMILY TRAVEL ADVENTURES, AS WELL AS SPECIAL PROGRAMS INCLUDING ISRAELI SCOUTS, GOT SHABBAT? AND START SMART FOOTBALL AND BASKETBALL. OTHER CHILDREN AND FAMILY SERVICES INCLUDE JCC AFTERSCHOOL, VACATION DAYS, EXTRAORDINARY KIDS, THE JCC THEATRE PROGRAM, AS WELL AS OUTREACH TO UNDER-ENGAGED INDIVIDUALS AND FAMILIES IN THE COMMUNITY. 1639740 85276 0 AT RISK INDIVIDUALS AND FAMILIES - THROUGH THE DINA AND ELI FIELD EZRA MULTI-SERVICE CENTER (MSC) AND JUF UPTOWN CAFE, EMERGENCY SERVICES ARE PROVIDED TO HOMELESS AND DISADVANTAGED INDIVIDUALS AND FAMILIES. MSC IS FUNDED BY THE JEWISH FEDERATION OF METROPOLITAN CHICAGO AND IS ADMINISTERED BY JCC IN CHICAGO'S UPTOWN NEIGHBORHOOD. SERVICES INCLUDE EMERGENCY ASSISTANCE, FOOD AND CLOTHING DISTRIBUTION, EVICTION PREVENTION, ADVOCACY, JOB PLACEMENT, SOCIAL OPPORTUNITIES AND INTERIM HOUSING. THE UPTOWN CAFE IS A JEWISH FEDERATION-SPONSORED KOSHER MEAL PROGRAM COORDINATED BY MSC. DESIGNED TO RESPOND TO THE NEEDS OF CHICAGO'S INDIGENT POPULATION, THE PROGRAM IS STAFFED BY VOLUNTEERS FROM JCC CHICAGO, THE JEWISH UNITED FUND (JUF), SYNAGOGUES AND YOUTH GROUPS PROVIDING HUNDREDS OF MEALS EACH WEEK, AS WELL AS AN ATMOSPHERE THAT OFFERS DIGNITY TO THE PEOPLE IT SERVES. 1406956 664127 OTHER SERVICES - JCC CHICAGO'S PERLSTEIN RESORT AND CONFERENCE CENTER AND PRITZKER CENTER FOR JEWISH EDUCATION (PRITZKER CENTER) OFFER ADDITIONAL PROGRAMS AND SERVICES THROUGH JCC CHICAGO. THE PERLSTEIN RESORT AND CONFERENCE CENTER IS JCC CHICAGO'S PREMIER DESTINATION FOR FAMILIES, GROUPS, BUSINESSES AND INDIVIDUALS THROUGHOUT THE MIDWEST, PROVIDING PROGRAMMING, ACCOMMODATIONS AND MEANINGFUL EVENTS FOR GUESTS. THE PRITZKER CENTER IS CHARGED BY THE JCC BOARD OF DIRECTORS TO SERVE THE JEWISH MISSION OF THE AGENCY BY ENHANCING JEWISH LIFE FOR JEWS OF ALL AGES AND BACKGROUNDS THROUGH FORMAL AND INFORMAL LEARNING EXPERIENCES. THE PRITZKER CENTER STRENGTHENS AND ARTICULATES A JEWISH VISION, AND DEVELOPS JEWISH EDUCATIONAL MODELS, PROGRAMS, AND RESOURCES FOR STAFF, LAY LEADER AND PROGRAM DEVELOPMENT. 1098282 938591 ADULT SERVICES - JCC CHICAGO PROVIDES ACTIVITIES FOR ADULTS OF ALL AGES THROUGHOUT THE CHICAGOLAND AREA. JCC OFFERS OPPORTUNITIES TO INVIGORATE THE BODY AND THE MIND. ADULT PROGRAMS AND SERVICES INCLUDE THE SIDNEY N. SHURE KEHILLA PROGRAM, MOTHER'S CIRCLE, GRANDPARENT'S CIRCLE, VARIOUS FILM SERIES, EXPLORITAS AND "SHALOM OVER 50". THERE ARE ALSO DAY-LONG EXCURSIONS TO THEATRE AND SPECIAL EVENTS THROUGHOUT THE YEAR AS WELL AS DOMESTIC AND INTERNATIONAL TRAVEL OPPORTUNITIES. VOLUNTEER OPPORTUNITIES ARE ALSO AVAILABLE FOR INDIVIDUALS LOOKING TO CONTRIBUTE TO THE COMMUNITY. 3060286 1040809 RECREATION AND WELLNESS - RECREATION AND WELLNESS PROGRAMS INCLUDE SPORTS CLASSES AND LEAGUES - WITH SOME INCLUDING TRAVEL - GROUP AND PRIVATE AQUATICS CLASSES, SWIM TEAM, GROUP EXERCISE, FITNESS AND OPEN SWIM, GENERAL WELLNESS CLASSES AND THE JCC MACCABI GAMES. THE JCC MACCABI GAMES IS AN ATHLETIC COMPETITION THAT INTRODUCES JEWISH TEENS FROM AROUND THE WORLD, INVOLVES THEM IN COMMUNITY, INSTILLS CONFIDENCE IN THEIR SKILLS AND TALENTS, AND INSPIRES THEM TO OPEN THEIR LIVES TO COMMUNITY SERVICE. 8851500 85276 3708198 31950728 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 121 0 1781 1 0 1 CJ 0 0 1 1 1 1 0 0 0 0 X 37 37 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IL X JEROLD H WOLFF 3127751800 30 SOUTH WELLS STREET SUITE 4000 CHICAGO IL 606065054 MARK PUTTERMAN 1.00 X X 0 0 0 EDWARD ATKINS 1.00 X X 0 0 0 LISA BLOOM 1.00 X X 0 0 0 CAROL COHEN 1.00 X X 0 0 0 EMILY EMMERMAN 1.00 X X 0 0 0 CHARLES FRANK 1.00 X X 0 0 0 STUART HOCHWERT 1.00 X X 0 0 0 JAMES MATANKY 1.00 X X 0 0 0 LAURI ZESSAR 1.00 X X 0 0 0 MARK SCHWARTZ 1.00 X X 0 0 0 DEBORAH RUDY 1.00 X X 0 0 0 ANDREW ABRAMS 1.00 X 0 0 0 BRUCE BACHMANN 1.00 X 0 0 0 ALLEN BERG 1.00 X 0 0 0 STEVEN BLONDER 1.00 X 0 0 0 ARNOLD BROWN 1.00 X 0 0 0 NORMAN CUTLER 1.00 X 0 0 0 DAVID ENGLE 1.00 X 0 0 0 MAURY AVI EPSTEIN 1.00 X X 0 0 0 ELAINE FRANK 1.00 X 0 0 0 KYLE FREIMUTH 1.00 X 0 0 0 SHERMAN FRIEDMAN 1.00 X 0 0 0 JULIA GERSTEIN 1.00 X 0 0 0 LAWRENCE GILFORD 1.00 X 0 0 0 PETER GLICK 1.00 X 0 0 0 ANDREW GROSSMANN 1.00 X 0 0 0 HARLAN HAIMES 1.00 X 0 0 0 MELVIN HECKTMAN 1.00 X 0 0 0 SCOTT JACOBSON 1.00 X 0 0 0 STEVEN KANNER 1.00 X 0 0 0 JORDON KATZ 1.00 X 0 0 0 ROBERT KATZ 1.00 X 0 0 0 LISA LANDES 1.00 X 0 0 0 LEE LAZAR 1.00 X 0 0 0 ALICIA LIEBERMAN 1.00 X 0 0 0 LAURIE LIEBERMAN 1.00 X 0 0 0 HAMILTON LOEB 1.00 X 0 0 0 RICHARD NELSON 1.00 X 0 0 0 GORDON PRUSSIAN 1.00 X 0 0 0 RICK REIN 1.00 X 0 0 0 LISA REISMAN 1.00 X 0 0 0 JONATHAN ROTHSTEIN 1.00 X 0 0 0 ARLENE RUFF 1.00 X 0 0 0 HELEN SCHECHTMAN 1.00 X 0 0 0 BARBARA M SCHRAYER 1.00 X 0 0 0 JORDAN SIGALE 1.00 X 0 0 0 MARC SLUTSKY 1.00 X 0 0 0 PERRY SNYDERMAN 1.00 X 0 0 0 AVERY STONE 1.00 X 0 0 0 GERALD TENNER 1.00 X 0 0 0 JOHN THOMASON 1.00 X 0 0 0 LEE TRESLEY 1.00 X 0 0 0 JOE WOLF 1.00 X 0 0 0 ALAN SOLOW 1.00 X 0 0 0 SUSAN SPECTOR 1.00 X 0 0 0 JAY STERNS 1.00 X 0 0 0 SHARON LEDERMAN BURACK 1.00 X 0 0 0 BRIAN S CARTER 1.00 X 0 0 0 ADAM FRIEDMAN 1.00 X 0 0 0 NICOLE L FRIEDMAN 1.00 X 0 0 0 LEV KATZ 1.00 X 0 0 0 MARISA MANDREA 1.00 X 0 0 0 KAREN WANDER 1.00 X 0 0 0 ROBERT SCHWARTZ 1.00 X 0 0 0 S SPANIER MINGOLELLI 1.00 X 0 0 0 MARTY M LEVINE 37.50 X 287088 0 74647 JEROLD H WOLFF 37.50 X 180036 0 24292 RONALD A LEVIN 37.50 X 152533 0 63594 SHEILA J GOLDMAN 37.50 X 143883 0 4871 NINA MIZRAHI 37.50 X 129471 0 70572 MARK E MYERS 37.50 X 110601 0 62679 DOREEN L EDELMAN 37.50 X 125193 0 12713 GAYLE MALVIN 37.50 X 107701 0 36929 AVRUM I COHEN 0.00 X 100130 0 10347 1336636 0 360644 11 1 1 0 ILLINOIS CENTRAL SCHOOL BUS 1818 W JEFFERSON ST JOLIET IL 60435 BUSING SERVICES 253571 FIRST STUDENT INC 22157 NETWORK PLACE CHICAGO IL 606731221 BUSING SERVICES 238079 LAMERS BUS LINES INC 2407 S POINT ROAD GREEN BAY WI 543135498 BUSING SERVICES 174397 COMMERCIAL HEATING & AIR CONDITIONING 2344 HUBBARD STREET CHICAGO IL 60612 PLUMBING CONTRACTOR 163208 FOOD & BEVERAGE ASSOCIATES INC 8 WEST MAIN STREET FARMINGDALE NJ 07727 FOOD SERVICE MANAGEMENT 120701 5 9010604 204359 243710 540523 1815353 11814549 DAY CAMPING 624410 7404844 7404844 EARLY CHILDHOOD SERVIC 624410 6727643 6727643 RESIDENT CAMPING 721210 3800391 3800391 CHILDREN & FAMILY SERV 624100 1064671 1064671 RECREATION & WELLNESS 713940 1022554 1022554 1602718 1602718 21622821 310442 310442 212175 82526 129649 129649 22183 107466 1849096 1664897 184199 184199 184199 253630 204359 129350 124280 124280 OTHER REVENUES 900099 31170 31170 INSURANCE CLAIM REIMBU 900099 10843 10843 ROYALTIES 900099 10707 10707 10400 10400 63120 34249060 21708124 0 726387 85276 85276 714941 215609 476141 23191 14194135 13124287 827567 242281 730655 630330 82402 17923 1617192 1449577 129045 38570 1634056 1478159 127037 28860 45525 45525 51850 51850 26070 26070 514162 390214 28053 95895 210647 210647 186231 175386 8082 2763 504572 354812 140427 9333 7295993 7037278 228688 30027 56894 43175 10931 2788 94817 78048 11279 5490 1331946 1223490 106056 2400 290735 250961 39569 205 PROGRAM SUPPLIES 3776424 3775204 112 1108 BUS TRANSPORTATION 728558 728558 BANKING AND CREDIT CARD 361527 354590 6937 EQUIPMENT AND VEHICLES 148882 148037 747 98 418692 407737 8340 2615 35019780 31950728 2558568 510484 516084 597493 2487050 1979931 1332004 1298511 385893 304205 2708972 2372350 32472034 19892255 12983614 12579779 13481278 12418883 100000 75018 4892561 5229292 38887456 36855462 2059085 1929071 10482435 10368800 830000 770000 813374 593007 513505 645240 14698399 14306118 X 11029079 9900349 8735564 8228121 4424414 4420874 24189057 22549344 38887456 36855462 X -770720 -868993 X X 0 1 1 X 0 X 13226942 12587521 12171952 12157048 11814549 61958012 13226942 12587521 12171952 12157048 11814549 61958012 61958012 1223290 515036 385276 409118 522617 3055337 51121 50669 64286 52504 63120 281700 65295049 115272251 0.94890 0.94270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 7376774 400 -79790 1422148 5875236 6330794 924 1417554 372498 7376774 5940722 700 757093 367721 6330794 7557095 750 -1254527 362596 5940722 0.01000 0.75000 0.24000 0 1 1 957106 957106 14307462 8887948 5419514 6537697 4087109 2450588 2338754 1607909 730845 8331015 5309289 3021726 12579779 BENEFICIAL INTEREST IN ENDOWMENT FOUNDATION 4450066 CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES 119325 OTHER ASSETS 195162 DUE FROM AFFILIATE ORGANIZATION 464739 5229292 DEFERRED RENT CREDITS 54604 CAPITAL LEASE OBLIGATION 352587 OTHER LIABILITIES 238049 645240 34249060 35019780 -770720 -648606 -220387 -868993 -1639713 33462593 -648606 -220387 -868993 34331586 -82526 -82526 34249060 35102306 82526 82526 35019780 0 35019780 PART III, LINE 1A: THE ORGANIZATION'S COLLECTIONS ARE MADE UP OF RELIGIOUS, ART AND OTHER OBJECTS THAT ARE HELD FOR DISPLAY, EDUCATION AND OTHER PURPOSES. THESE COLLECTIONS, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE ORGANIZATION'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS ON THE STATEMENTS OF FINANCIAL POSITION. PART III, LINE 4: THE ORGANIZATION'S COLLECTIONS ARE MADE UP OF RELIGIOUS, ART AND OTHER OBJECTS THAT ARE HELD FOR DISPLAY, EDUCATION AND OTHER PURPOSES. THE ORGANIZATION'S COLLECTION PROVIDE TANGIBLE EXAMPLES OF JEWISH CULTURE. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE AGENCY'S ENDOWMENT CONSISTS OF 20 INDIVIDUAL FUNDS ESTABLISHED TO: OFFSET COSTS OF SCHOLARSHIPS, OFFSET COSTS OF SPECIFIC PROGRAMS, AND OFFSET COSTS OF FACILITIES. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE AGENCY FOLLOWS THE GUIDANCE IN THE FASB CODIFICATION TOPIC RELATED TO UNCERTAINTY IN INCOME TAXES WHICH PRESCRIBES A COMPREHENSIVE MODEL FOR RECOGNIZING, MEASURING, PRESENTING AND DISCLOSING IN THE FINANCIAL STATEMENTS UNCERTAIN TAX POSITIONS THAT THE AGENCY HAS TAKEN OR EXPECTS TO TAKE IN ITS TAX RETURNS. UNDER THE GUIDANCE, THE AGENCY MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS "MORE LIKELY THAN NOT THAT IT IS SUSTAINABLE, BASED ON ITS TECHNICAL MERITS. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION SHOULD BE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT WITH A TAXING AUTHORITY HAVING FULL KNOWLEDGE OF ALL RELEVANT INFORMATION. THE AGENCY BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR THE POSITIONS TAKEN ON ITS RETURNS. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN JCC ENDOWMENT FOUNDATION -164,794. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES -2,592. NET UNREALIZED LOSSES ON OTHER ASSETS -53,001. TOTAL TO SCHEDULE D, PART XI, LINE 8: -220,387. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN JCC ENDOWMENT FOUNDATION -164,794. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES -2,592. NET UNREALIZED GAINS ON OTHER ASSETS -53,001. PART XII, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -82,526. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 82,526. NORTH AMERICA 0 0 PROGRAM SERVICES 1 HIGH ADVENTURE TRIP TO CANADA FOR TEENAGERS. 63000 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES 5 MISSION TRIPS TO CUBA. PROGRAM IS MARKETED BY THE AGENCY, BUT RUN BY A 3RD PARTY FOR WHICH THE AGENCY RECEIVES A NET COMMISSION. THE AGENCY HAS NO DIRECT EXPENSES. MIDDLE EAST AND AFRICA 0 0 PROGRAM SERVICES EDUCATIONAL AND HISTORICAL TOURS OF ISRAEL AND MOROCCO. 2 TRIPS TO ISRAEL, 1 TRIP TO MOROCCO. PROGRAM IS MARKETED BY THE AGENCY, BUT RUN BY A 3RD PARTY FOR WHICH THE AGENCY RECEIVES A NET COMMISSION. THE AGENCY HAS NO DIRECT EXPENSES. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 1327123 NORTH AMERICA 0 0 PROGRAM SERVICES EDUCATION AND HISTORICAL TOUR OF STRATFORD CANADA. PROGRAM IS MARKETED BY THE AGENCY, BUT RUN BY A 3RD PARTY FOR WHICH THE AGENCY RECEIVES A NET COMMISSION. THE AGENCY HAS NO DIRECT EXPENSES. 0 0 0 0 0 0 1390123 0 1390123 0 0 0 0 0 0 BENEFIT CONCERT 434299 204359 229940 63628 17104 29072 4294 WOMEN'S AUXILIARY EVENT 5100 5100 3044 3 18590 18590 1884 10324 457989 204359 253630 63628 18988 29072 17662 129350 124280 1 RENTAL ASSISTANCE 120 36091 PUBLIC TRANSPORTATION 3434 12592 COST PUBLIC TRANSPORTATION FARE CARDS UTILITY ASSISTANCE 41 2779 ID ASSISTANCE 15 143 SCHOOL SUPPLIES 2 139 COST SCHOOL SUPPLIES GENERAL CLIENT ASSISTANCE 61 9063 HOUSEHOLD SUPPLIES 56 5550 COST HOUSEHOLD SUPPLIES VOCATIONAL TRAINING 145 6240 MEDICAL 111 6143 CLOTHING 11 859 FOOD PANTRY 1504 4455 FUNERAL SERVICES 4 682 MOVERS 5 540 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANTEE ASSISTANCE IS TRACKED THROUGH AN ELECTRONIC DATABASE. A COMMITTEE OF CASE MANAGERS MEETS TO REVIEW FINANCIAL ASSISTANCE REQUESTS. DECISIONS ARE REVIEWED BY THE DIRECTOR OF EZRA'S MULTI-SERVICE CENTER WHO DEVELOPS THE WORK PLAN AND PROCEDURES FOR EXECUTING THE FINANCIAL ASSISTANCE. THE INFORMATION IS FREQUENTLY SUBSTANTIATED BY GRANTOR REPORTING REQUIREMENTS. X 1 0 X X X X X 1 1 0 0 0 0 0 0 0 MARTY M LEVINE 287088 0 0 0 0 0 61207 0 13440 0 361735 0 0 0 JEROLD H WOLFF 180036 0 0 0 0 0 17048 0 7244 0 204328 0 0 0 RONALD A LEVIN 152533 0 0 0 0 0 56051 0 7543 0 216127 0 0 0 NINA MIZRAHI 129471 0 0 0 0 0 22394 0 48178 0 200043 0 0 0 MARK E MYERS 110601 0 0 0 0 0 61651 0 1028 0 173280 0 0 0 AVRUM I COHEN 100130 0 0 0 0 0 0 0 10347 0 110477 0 0 0 PART I, LINE 1A THE AGENCY HAS A RABBI ON STAFF WHO IS PROVIDED A HOUSING ALLOWANCE WHICH IS INCLUDED ON HER W-2 IN BOX 14 "OTHER". THE ADDENDUM TO THE HIRING AGREEMENT PROVIDED TO THE RABBI ALLOWS FOR 26% OF HER GROSS INCOME TO BE ALLOCATED AS A HOUSING ALLOWANCE. PART I, LINE 1B THE HOUSING ALLOWANCE IS A UNIQUE CIRCUMSTANCE THAT AFFECTS ONLY ONE STAFF MEMBER AND IT IS INCLUDED AS AN ADDENDUM TO HER EMPLOYMENT CONTRACT. PART I, LINE 3 EXECUTIVE DIRECTOR COMPENSATION IS DETERMINED VIA NEGOTIATION WITH SELECT MEMBERS OF THE BOARD OF DIRECTORS AS CHOSEN BY THE PRESIDENT. INFORMATION FROM THE JEWISH COMMUNITY CENTERS ASSOCIATION (JCCA) AND THE JEWISH FEDERATION OF METROPOLITAN CHICAGO (JFMC) IS REVIEWED AS PART OF THE NEGOTIATION. A WRITTEN CONTRACT IS SIGNED BY EXECUTIVE DIRECTOR AND BY PRESIDENT, SECRETARY, AND TREASURER OF THE BOARD OF DIRECTORS AND NOTARIZED. FUTURE INCREASES ARE EITHER SPELLED OUT IN THE CONTRACT OR REVIEWED BY AN AD HOC COMMITTEE. PART I, LINES 4A-B SHEILA GOLDMAN, ASSISTANT GENERAL DIRECTOR AND DIRECTOR OF EARLY CHILDHOOD EDUCATION RECEIVED A $58,504 PAYMENT PER A CONFIDENTIAL VOLUNTARY RETIREMENT AGREEMENT. AVRUM COHEN,FORMER GENERAL DIRECTOR RECEIVED $100,130 AS PART OF A DEFERRED COMPENSATION ARRANGEMENT. FORM 990, PART VI, SECTION A, LINE 2 ELAINE FRANK (HONORARY DIRECTOR) IS THE MOTHER OF LAURIE LIEBERMAN (HONORARY DIRECTOR). ELAINE FRANK (HONORARY DIRECTOR) IS THE MOTHER OF CHARLES FRANK (VICE PRESIDENT). CHARLES FRANK (VICE PRESIDENT) IS THE FATHER OF NICOLE FRIEDMAN (DIRECTOR). CHARLES FRANK (VICE PRESIDENT) IS THE BROTHER OF LAURIE LIEBERMAN (HONORARY DIRECTOR). LAURIE LIEBERMAN (HONORARY DIRECTOR) IS THE AUNT OF NICOLE FRIEDMAN (DIRECTOR). LARRY GILFORD (HONORARY DIRECTOR) IS THE FATHER-IN-LAW OF ED ATKINS (VICE PRESIDENT). ALLEN BERG (DIRECTOR) IS THE FINANCIAL ADVISOR OF LARRY GILFORD (HONORARY DIRECTOR). FORM 990, PART VI, SECTION A, LINE 6 MEMBERS ARE THE DIRECT BENEFICIARIES OF THE JCC'S COMMITTMENT, WHICH IS IMPROVING THE QUALITY OF LIFE IN THE COMMUNITIES IT SERVES. THE JCC IS DEDICATED TO KEEPING MEMBERSHIP VALUABLE BY MAINTAINING A DIVERSE INVENTORY OF QUALITY PROGRAMS AND SERVICES, AND OFFERING AS MANY BENEFITS AS POSSIBLE. FORM 990, PART VI, SECTION A, LINE 7A AT THE ANNUAL MEETING OF THE JCC, THE ENTIRE SLATE OF THE BOARD OF DIRECTORS IS VOTED ON BY THE MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE DRAFT 990 IS LOADED ON THE AGENCY'S INTRA-NET SITE AND A COMMUNICATION IS SENT TO THE BOARD OF DIRECTORS AND THE AUDIT COMMITTEE REQUESTING THAT THEY REVIEW THE DOCUMENT AND RESPOND TO MANAGEMENT WITH ANY QUESTIONS. THE AUDIT COMMITTEE SUBSEQUENTLY MEETS TO APPROVE THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST. THE GENERAL DIRECTOR REVIEWS ANY SUCH DISCLOSURES AND THEY ARE APPROPIATELY ADDRESSED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION COMMITTEE REVIEWED COMPARABLE DATA FROM THE JEWISH COMMUNITY CENTERS ASSOCIATION OF NORTH AMERICA (JCCA) FOR THE GENERAL DIRECTOR, ASSOCIATE GENERAL DIRECTOR, AND ASSISTANT GENERAL DIRECTOR. RAISES FOR THE GENERAL DIRECTOR HAVE BEEN BASED ON THE CONTRACT SIGNED WHEN THE GENERAL DIRECTOR WAS HIRED. THERE IS CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATIONS AND DECISIONS THROUGH THE KEEPING OF COMMITTEE MINUTES. THE COMPENSATION OF OTHER KEY AND HIGHLY COMPENSATED EMPLOYEES IS DETERMINED BY TOP MANAGEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -648,606. CHANGE IN BENEFICIAL INTEREST IN JCC ENDOWMENT FOUNDATION -164,794. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES -2,592. NET UNREALIZED LOSSES ON OTHER ASSETS -53,001. TOTAL TO FORM 990, PART XI, LINE 5: -868,993. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. JEWISH COMMUNITY CENTERS ENDOWMENT FOUNDATION 30 SOUTH WELLS NO 4049 CHICAGO IL 60606 364310828 CARRY OUT THE PURPOSES OF JEWISH COMMUNITY CENTERS OF CHICAGO. IL 501(C)3 509(A)(3) 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 JEWISH COMMUNITY CENTERS ENDOWMENT FOUNDATION C 243710 CASH