2011-11-15T12:47:45-06:00 2010-12-31 RSM MCGLADREY INC ONE SOUTH WACKER DRIVE SUITE 800 CHICAGO IL 606063392 990 2010-01-01 362167034 Jewish United Fund of Metropolitan Chicago JEWI 3123574790 30 South Wells No 4049 Chicago IL 60606 James A Pinkston Vice President 3123574790 2011-11-15 1 David Faje 3126343400 2010 2016-03-07 17:11:31Z Steven Nasatir 30 South Wells No 4049 Chicago IL 60606 89655849 0 X www.JUF.org X 1949 IL JUF is the Chicago Jewish community's central philanthropy, funding wide-ranging services. 85 83 511 10000 710253 0 87972423 78291688 4886099 5632269 -2664647 3047131 225538 312945 90419413 87284033 66383779 71609377 0 0 12647839 11930628 119758 75451 6073810 11384389 10298450 90535765 93913906 -116352 -6629873 152673356 159006685 88690008 97608345 63983348 61398340 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 34991864 33863314 285952 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. 39004011 37746063 1458839 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 International ORT. 930071 124452 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. 606504 412260 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. 3624608 3350766 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. 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. During 2010, the Department media contact largely focused on the economy and J-HELP (a program to help those in need who have been negatively affected by the economy, providing financial assistance to newly unemployed, financially stressed middle-class families as well as the chronically disadvantaged), pro-Israel advocacy and the issue of Iran, in all instances shining a spotlight on JUF/Federation's leadership using multi-faceted tools, including social media and other forms of electronic communication; The Department also achieved visibility for JUF priorities such as the Jewish Day School Guaranty Trust Fund, TOV Teen Initiatives and Joyfully Jewish outreach programs for young families (JUF Right Start, Book Buddies, PJ Library and Shalom Baby). 4231112 3763026 79157058 1 1 0 1 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 0 0 0 0 1 60 0 1 511 1 1 1 0 0 0 0 1 1 0 0 0 0 X 85 83 1 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X James A Pinkston 3123574790 30 South Wells Ste 4049 Chicago IL 60606 Steven B Nasatir 37.50 X 398110 132703 111655 David Brief 37.50 X 407604 0 22573 Michael Tarnoff 37.50 X 157387 157387 25207 David Rosen 37.50 X 0 285238 117570 Jeffrey L Cohen 37.50 X 158795 105864 166790 Michael C Kotzin 37.50 X 259301 0 67713 Peter Friedman 37.50 X 201928 0 87751 Reis Kayser 37.50 X 0 196660 42310 Louis Lazovsky 37.50 X 155681 38921 87348 Joseph Salcik 37.50 X 148821 37205 39566 Jay Tcath 37.50 X 166549 16471 36330 Beth Cherner 37.50 X 182759 0 96584 James A Pinkston 37.50 X 134115 44705 20432 Rachel Sternberg 37.50 X 159322 0 17959 Robert Schuckman 37.50 X 0 153282 50385 James Rosenberg 37.50 X 95661 51510 14513 Susan Rifas 37.50 X 141933 0 88634 Peter Chiswick 37.50 X 134393 7073 45832 Joel Poupko 37.50 X 0 138295 13986 Max Schrayer 20.00 X X 0 0 0 Wendy Abrams 10.00 X X 0 0 0 Debbie L Berman 10.00 X X 0 0 0 David T Brown 10.00 X X 0 0 0 Ethan Budin 10.00 X X 0 0 0 Lawrence E Glick 10.00 X X 0 0 0 Scott J Heyman 10.00 X X 0 0 0 John A Lowenstein 10.00 X X 0 0 0 Stephen Malkin 10.00 X X 0 0 0 Theodore Perlman 10.00 X X 0 0 0 Keith J Shapiro 10.00 X X 0 0 0 Wendy Berger Shapiro 10.00 X X 0 0 0 Bill Silverstein 10.00 X X 0 0 0 Harry Seigle 10.00 X X 0 0 0 Richard C Goodman 10.00 X X 0 0 0 Ann-Louise Kleper 10.00 X X 0 0 0 Dr Jeffrey Kopin 10.00 X X 0 0 0 Caryn Rosen Adelman 1.00 X 0 0 0 Stephen R Ballis 1.00 X 0 0 0 Peter J Barack 1.00 X 0 0 0 David A Baum 1.00 X 0 0 0 Jodie Berkman 1.00 X 0 0 0 Hon Arthur L Berman 1.00 X 0 0 0 Marc L Berman 1.00 X 0 0 0 Dennis Carlin 1.00 X 0 0 0 Rosanne Diamond 1.00 X 0 0 0 Maury Fertig 1.00 X 0 0 0 Linda Schottenstein Fisher 1.00 X 0 0 0 Edward A Fox 1.00 X 0 0 0 Stuart Frankenthal 1.00 X 0 0 0 Jim Ginsburg 1.00 X 0 0 0 Dana Gordon 1.00 X 0 0 0 Arnie Harris 1.00 X 0 0 0 Ellen Spira Hattenbach 1.00 X 0 0 0 Andrew S Hochberg 1.00 X 0 0 0 Nettie Isenberg 1.00 X 0 0 0 Bennett E Kaplan 1.00 X 0 0 0 Cindy Kaplan 1.00 X 0 0 0 Penny Keeshin 1.00 X 0 0 0 Peter Kupferberg 1.00 X 0 0 0 Jane Cadden Lederman 1.00 X 0 0 0 Jennifer Levine 1.00 X 0 0 0 Francine F Levy 1.00 X 0 0 0 Kim R Levy 1.00 X 0 0 0 Miriam Lichstein 1.00 X 0 0 0 Barry A Malkin 1.00 X 0 0 0 Trisha S Margulies 1.00 X 0 0 0 Rabbi Steven S Mason 1.00 X 0 0 0 Hon Sidney H Mathias 1.00 X 0 0 0 Adrienne Meisel 1.00 X 0 0 0 Lee I Miller 1.00 X 0 0 0 Steven N Miller 1.00 X 0 0 0 Jodi Newmark 1.00 X 0 0 0 Sanford E Perl 1.00 X 0 0 0 Steven Podolsky 1.00 X 0 0 0 Eric Rothner 1.00 X 0 0 0 Lisa Rubinstein 1.00 X 0 0 0 Deborah Rudy 1.00 X 0 0 0 Marc Sacks 1.00 X 0 0 0 Midge Perlman Shafton 1.00 X 0 0 0 Rabbi Daniel Sherbill 1.00 X 0 0 0 David A Sherman 1.00 X 0 0 0 Morris Silverman 1.00 X 0 0 0 Barbara Kaplan Slutsky 1.00 X 0 0 0 Alan P Solow 1.00 X 0 0 0 Marc Spellman 1.00 X 0 0 0 Sara C Star 1.00 X 0 0 0 Nina G Stillman 1.00 X 0 0 0 David Stone 1.00 X 0 0 0 Pam F Szokol 1.00 X 0 0 0 Phyllis Tabachnick 1.00 X 0 0 0 Dr Yosef Walder 1.00 X 0 0 0 Herbert S Wander 1.00 X 0 0 0 Ralph Wanger 1.00 X 0 0 0 Dr Michele Sackheim Wein 1.00 X 0 0 0 Avrum Weinfeld 1.00 X 0 0 0 Rhonda Wener 1.00 X 0 0 0 Richard L Wexler 1.00 X 0 0 0 Adam Winick 1.00 X 0 0 0 James R Woldenberg 1.00 X 0 0 0 Rabbi Carl Wolkin 1.00 X 0 0 0 Michael Zaransky 1.00 X 0 0 0 Deanna Drucker 1.00 X 0 0 0 Adrienne Kriezelman 1.00 X 0 0 0 Debbie Winick 1.00 X 0 0 0 Jennifer Leemis 1.00 X 0 0 0 Justin Brown 1.00 X 0 0 0 2902359 1365314 1153138 39 0 1 0 Harry Walker Agency 355 Lexington Avenue 21st Floor New York NY 10017 Speakers' Agency 209289 AV Chicago Inc 1322 West North Avenue Chicago IL 60642 Audio Visual Equipment Rental 200363 Conley Printing 119 Monroe Street Beaver Dam WI 53916 Printing 199786 International Creative Management 730 Fifth Avenue New York NY 10019 Talent & Literary Agency 160000 Presto Press 1630 S Michigan Chicago IL 60616 Printing 153674 8 110000 78181688 4070724 78291688 Program Fees 561000 3139332 3139332 Service Fees 561000 2492937 2492937 5632269 522595 522595 4122269 1597733 2524536 2524536 2524536 376775 774083 -397308 -397308 JUF News Advertising 541800 710253 710253 710253 87284033 5632269 710253 2649823 71609377 71609377 2647376 562953 1678044 406379 6473582 1921197 2577211 1975174 1468073 377658 796186 294229 804959 213004 391140 200815 536638 142002 260760 133876 355179 292885 62294 111190 6920 104270 128800 7200 121600 75451 75451 295195 128251 34797 132147 192900 63005 129895 1843757 1057534 231192 555031 929191 118371 632372 178448 1426061 369783 582608 473670 172044 66618 33650 71776 190178 40095 118444 31639 754523 549567 204956 1263896 192088 704182 367626 103644 1855 99995 1794 Missions-Before Income 1301297 1301297 Events-Before Income 992259 40839 951420 Temporary Help 66923 20171 3091 43661 Photography 37156 18233 18923 134257 56155 46246 31856 93913906 79157058 8683038 6073810 11042530 16093482 50432307 46101065 572971 491105 3187238 2373757 13769969 3610621 9496984 10159348 64448716 69836095 13492610 13951833 152673356 159006685 4172589 3710986 43869107 53456274 854100 892195 39794212 39548890 88690008 97608345 X 10582577 12529512 41321228 36789285 12079543 12079543 63983348 61398340 152673356 159006685 X -6629873 4044865 X 0 1 1 X 0 X 104211882 91592902 76927521 87972423 78181688 438886416 104211882 91592902 76927521 87972423 78181688 438886416 438886416 1351552 1539333 1175404 619443 522595 5208327 444094743 40422717 0.98830 0.97880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 20 0 0 1 11560 0 1 11580 0 Explanation of Other Lobbying Activities: Part II-B, Line 1i: JUF communicated with the Illinois Congressional delegation, state legislators and Federal and State Executive Branch officials on a variety of issues, especially Iran divestment. 53699233 2194306 6096680 0 4054841 57935378 47732313 2457560 8295484 4786124 53699233 73780113 1763784 -23105784 4705800 47732313 0.79150 0.20850 0.00000 0 0 13696780 3594231 10102549 73189 16390 56799 10159348 State of Israel Bonds 477720 F Investment in Life Insurance Policies 4420254 F Other Investments 148064 F Jewish Federation Pooled Investment Fund 64790057 F 69836095 Due from Participating Employers for Pension Benefits 13254077 Due from JFMC Facilities Corporation 697756 13951833 Liability for Pension Benefits 21067585 Due to Jewish Federation of Metropolitan Chicago 18481305 39548890 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: The 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. The 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, 2010, there were no unrecognized tax benefits identified or recorded as liabilities. The Jewish United Fund files forms 990 in the U.S. federal jurisdiction and the State of Illinois. The Jewish United Fund is no longer subject to examination by the Internal Revenue Service for years before 2007. Israel 0 3 Program Services Oversight and monitoring of overseas allocation 75996 3 0 3 75996 0 75996 0 0 0 0 0 0 X 1 Siegel Marketing Group 1845 N Farwell Ave Suite 300 Milwaukee WI 53202 Phone solicitation 0 401736 75451 326285 401736 75451 326285 IL The Vanguard Dinner 165800 165800 113132 179214 94 The YLD Big Event 138000 138000 102710 118000 70490 8 72975 72975 81341 65490 43612 376775 376775 297183 362704 114196 774083 -397308 1 Jewish Federation of Metropolitan Chicago 30 South Wells Ste 4049 Chicago IL 60606 362167761 501(C)(3) 33447278 To support a range of nonprofit organizations which address humanitarian, health and welfare needs Jewish Federations of North American 25 Broadway New York NY 10004 131624240 501(C)(3) 37746063 Regular campaign & Israel emergency campaign Birthright Israel Foundation 33 E 33rd Street 7th Floor New York NY 10036 134092050 501(C)(3) 20000 General Operations The Ark 6450 N California Ave Chicago IL 60645 237164967 501(C)(3) 27000 General Operations Jewish Community Centers 30 South Wells St Chicago IL 60606 362167758 501(C)(3) 125000 EZRA Programming Council for Jewish Elderly 3003 W Touhy Ave Chicago IL 60645 362727597 501(C)(3) 32272 Programming support and Senior activities fund Illinois Holocaust Museum Educational Center 9603 Woods Dr Skokie IL 60077 363156154 501(C)(3) 15000 General Operations 7 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 (Federation)/Jewish United Fund of Metropolitan Chicago in the United States are monitored through an extensive process involving professionals and nearly 200 volunteers that includes submission of budgetary and programmatic information as well as face to face meetings with many of the grant recipients. The process entails submission and review of fiscal information (including updated budgets and audits) as well as program specific information including outcome measures when appropriate. Grants made to the Federation are then allocated to various affiliate agencies which have a long relationship with the Jewish United Fund and the Federation and notwithstanding this, both lay and professional leadership continue to assess the use of grants that are provided to them. The review is accompanied by face to face site visits in which programs funded by the Jewish United Fund and the Federation are reviewed. The Jewish United Fund and the Federation also take into account information that the grantees provide to accrediting and other funding bodies. The grants made to The Ark, Jewish Community Centers, Council for Jewish Elderly and Illinois Holocaust Museum 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 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 1 1 X X X 0 1 0 0 0 0 0 0 0 Steven B Nasatir 330966 110322 0 0 67144 22381 72449 24150 11876 3959 482435 160812 0 0 David Brief 330533 0 77071 0 0 0 17130 0 6220 0 430954 0 0 0 Michael Tarnoff 133705 133705 0 0 23682 23682 5075 5075 7917 7917 170379 170379 0 0 David Rosen 0 273780 0 0 0 11458 0 110563 0 7784 0 403585 0 24000 Jeffrey L Cohen 146391 97594 0 0 12404 8270 95187 63458 5353 3569 259335 172891 0 26526 Michael C Kotzin 252960 0 0 0 6341 0 54629 0 13861 0 327791 0 0 0 Peter Friedman 188891 0 0 0 13037 0 74667 0 13699 0 290294 0 0 0 Reis Kayser 0 193119 0 0 0 3541 0 29226 0 13787 0 239673 0 0 Louis Lazovsky 155298 38825 0 0 383 96 59411 14853 10985 2746 226077 56520 0 0 Joseph Salcik 148730 37182 0 0 91 23 25137 6284 7014 1753 180972 45242 0 0 Jay Tcath 166444 16461 0 0 105 10 25648 2537 8014 793 200211 19801 0 0 Beth Cherner 182759 0 0 0 0 0 83500 0 13148 0 279407 0 0 0 James A Pinkston 134115 44705 0 0 0 0 4031 1344 11768 3923 149914 49972 0 0 Rachel Sternberg 159322 0 0 0 0 0 17273 0 750 0 177345 0 0 0 Robert Schuckman 0 152290 0 0 0 992 0 37301 0 13586 0 204169 0 0 James Rosenberg 95661 51510 0 0 0 0 9146 4925 614 331 105421 56766 0 0 Susan Rifas 140274 0 0 0 1659 0 81627 0 7489 0 231049 0 0 0 Peter Chiswick 133936 7049 0 0 457 24 35803 1884 8216 432 178412 9389 0 0 Joel Poupko 0 136781 0 0 0 1514 0 6980 0 7458 0 152733 0 0 Part I, Line 1a During 2010, JUF paid for a flight for Steve Nasatir's wife. The cost of the airfare was $251. Part I, Line 4b Part I, Line 4b: Michael Tarnoff: The Jewish Federation has an agreement with Michael Tarnoff which provides for annual payments of $30,000 per year that began in 2009 and will end in 2019. 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. The $50,000 per year amount is to be adjusted annually in accordance with the CPI index. This benefit is payable to him only for as long as he lives. There is no guaranteed payment amount and no survivor benefit at his death. 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. Peter Friedman: The Jewish Federation has an agreement with Peter Friedman which provides for annual payments of $16,000 per year that began in 2007 and will end in 2017. Michael Kotzin: The Jewish United Fund 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. Roberta Wexler Spouse of Director 20356 Roberta Wexler, who is the coordinator of JUF Right Start, received compensation for her services. 0 Associated Agencies Inc Max Schrayer, Chairman, is the principal owner of Associated Agencies, Inc 471000 0 (d) Description of Transaction: Max Schrayer, Chairman, 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, 2010, JUF paid Associated Agencies, Inc. approximately $471,000 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, which was completed in August 2010, validated and confirmed that JUF is receiving appropriate and comprehensive insurance risk management policies and services at competitive prices. X 881 4070724 Fair Market Value 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 Lee I. Miller, Director and Alan P. Solow, Director, have a business relationship. Steven Nasatir, Officer, and Michael Tarnoff, Officer, 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. 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. 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 5: Net unrealized gains on investments: 3,803,317. Pension-related changes other than pension expense -332,965. Increase in life insurance policies 574,513. Total to Form 990, Part XI, Line 5: 4,044,865. Form 990, Part I, Line 8: Contribution and grant revenue decreased by approximately $9.7 million, or 11%, during 2010 due to the fact approximately $10 million was raised in 2009 for a new initiative called J-HELP. J-HELP was launched in 2009 to stabilize the JUF annual campaign and continue high priority special funding for those in dire need as a result of the recession. J-HELP appealed to JUF's major donors asking them to consider an additional gift equal to their annual gift to JUF's regular campaign, payable over two years. These J-HELP gifts are for the 2010 and 2011 annual allocation/grant-making process. In accordance with generally accepted accounting principles, these J-HELP pledges were recorded as temporarily restricted in revenue in 2009. As a result of the successful initiative, JUF was able to increase its 2010 grants expense by $5.2 million or 7% as compared to 2009. 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 N/A 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 N/A 0 0 1 1 0 1 0 0 0 0 1 0 0 1 1 1 1 0 0