Form 990 for tax year 2023
Filed by SPERTUS INSTITUTE FOR JEWISH LEARNING AND LEADERSHIP.
Totals
- Total revenue
- $5,373,211
- Total expenses
- $7,379,434
- Contributions and grants received
- $2,194,145
- Grants paid
- $466,169
- Program service revenue
- $882,924
- Investment income
- $474,417
- Other revenue
- $1,821,725
- Total assets, end of year
- $61,025,366
- Total liabilities, end of year
- $5,866,210
- Net assets or fund balances, end of year
- $55,159,156
- Program services expenses (Part IX)
- $4,914,958
- Management and general expenses
- $2,064,330
- Fundraising expenses
- $400,146
- Program service expenses (Part III)
- $4,914,958
Program services were 66.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
DONNA E BARROWS
PAST CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
PETER BENSINGER JR
PAST CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
BRUCE HECKTMAN
TREASURER/VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
DR SHARON SILVERMAN
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 5
-
BARBARA BERESKIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
BRUCE CRANE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
BLAIR KLEIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
IRENA FRIEDGAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
PHILLIP GORDON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
AVRUM GRAY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
HAROLD ISRAEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DON KLEINMUNTZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL MARKMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ODETTE OLSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MONICA PERLMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL SPERTUS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
PHILIP SPERTUS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
SHELLEY STERN GRACH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
BRUCE WERNER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
STEVEN WOLFF
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MARK MEHLMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DEAN BELL
PRESIDENT AND CEO
- Total calculated
- $357,276
- From this org
- $341,666
- From related orgs
- $0
- Other
- $15,610
- Hours/week
- 40 + 5 related
Schedule J breakdown matched by us
- Base
- $316,666
- Bonus
- $25,000
- Other
- $0
- Deferred
- $6,860
- Nontaxable benefits
- $8,750
- Filer's total
- $357,276
-
KEREN FRAIMAN
CHIEF ACADEMIC OFFICER
- Total calculated
- $231,757
- From this org
- $215,926
- From related orgs
- $0
- Other
- $15,831
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $205,926
- Bonus
- $10,000
- Other
- $0
- Deferred
- $4,241
- Nontaxable benefits
- $11,590
- Filer's total
- $231,757
-
BETSY GOMBERG
MARKETING DIRECTOR
- Total calculated
- $113,283
- From this org
- $104,329
- From related orgs
- $0
- Other
- $8,954
- Hours/week
- 40 + 10 related
-
GERARDO SANTA CRUZ
FACILITIES
- Total calculated
- $104,131
- From this org
- $100,125
- From related orgs
- $0
- Other
- $4,006
- Hours/week
- 40 + 5 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 7
- ALL BONUS PAYMENTS ARE DISCRETIONARY AND NOT BASED ON EARNINGS OR REVENUES OF THE ORGANIZATIONS. THE PRESIDENT AND CEO'S BONUS IS APPROVED BY THE CHAIR OF THE BOARD OF TRUSTEES. ALL OTHER EXECUTIVE BONUSES ARE APPROVED BY THE PRESIDENT AND CEO.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C · SPECIAL EVENTS · IL · 100% owned · share of income $914,177 · share of assets $918,274 · controlled entity
Directly controlled by SPERTUS INSTITUTE FOR JEWISH LEARNING AND LEADERSHIP
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 11 December 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433479349301618
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