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Nonprofiteer
← JEWISH FEDERATION OF METROPOLITAN CHICAGO

Form 990 for tax year 2024

Filed by JEWISH FEDERATION OF METROPOLITAN CHICAGO.

Totals

Total revenue
$284,591,607
Total expenses
$205,695,841
Contributions and grants received
$186,781,846
Grants paid
$178,264,506
Program service revenue
$24,284,037
Investment income
$72,250,238
Other revenue
$1,275,486
Total assets, end of year
$1,123,807,228
Total liabilities, end of year
$260,546,930
Net assets or fund balances, end of year
$863,260,298
Program services expenses (Part IX)
$201,367,512
Management and general expenses
$4,328,329
Fundraising expenses
$0
Program service expenses (Part III)
$201,367,512

Program services were 97.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $500,000

  • 1d · Related organizations

    $52,364,137

  • 1e · Government grants (contributions)

    $187,000

  • 1f · All other contributions, gifts and grants

    $133,730,709

  • 1g · Noncash contributions included above

    $34,421,045

  • 2a · Program service revenue: REFUGEE PROGRAM

    total $23,422,690 · related or exempt $23,422,690

  • 2b · Program service revenue: ACTIVITY FEES

    total $610,160 · related or exempt $610,160

  • 2c · Program service revenue: HILLELS OF ILLINOIS

    total $251,187 · related or exempt $251,187

  • 3 · Investment income

    total $13,725,766 · unrelated business -$117,034 · excluded $13,842,800

  • 7a · Gross sales of assets other than inventory

    securities $58,524,472

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $58,524,472

  • 7d · Net gain or loss

    total $58,524,472 · excluded $58,524,472

  • 11a · Other revenue: COST REIMBURSEMENT

    total $721,523 · excluded $721,523

  • 11b · Other revenue: ADMINISTRATIVE SERVICE

    total $433,002 · excluded $433,002

  • 11d · All other revenue

    total $120,961 · excluded $120,961

  • 11e · Other revenue, total

    $1,275,486

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $177,724,097 · program services $177,724,097

  • 2 · Grants to domestic individuals

    total $540,409 · program services $540,409

  • 5 · Compensation of officers, directors and key employees

    total $3,161,120 · program services $2,582,404 · management and general $578,716

  • 7 · Other salaries and wages

    total $11,512,614 · program services $9,404,966 · management and general $2,107,648

  • 9 · Other employee benefits

    total $1,957,112 · program services $1,570,423 · management and general $386,689

  • 10 · Payroll taxes

    total $1,304,742 · program services $1,046,949 · management and general $257,793

  • 11b · Fees: legal

    total $14,514 · management and general $14,514

  • 11c · Fees: accounting

    total $90,282 · management and general $90,282

  • 11g · Fees: other

    total $1,009,117 · program services $973,838 · management and general $35,279

  • 12 · Advertising and promotion

    total $27,141 · program services $27,141

  • 13 · Office expenses

    total $489,003 · program services $481,946 · management and general $7,057

  • 14 · Information technology

    total $577,523 · program services $429,310 · management and general $148,213

  • 16 · Occupancy

    total $3,363,505 · program services $3,073,795 · management and general $289,710

  • 19 · Conferences, conventions and meetings

    total $2,603,791 · program services $2,460,511 · management and general $143,280

  • 20 · Interest

    total $85,535 · program services $85,535

  • 23 · Insurance

    total $241,287 · program services $14,300 · management and general $226,987

  • 24a · Other expenses: PJ LIBRARY BOOKS

    total $337,720 · program services $337,720

  • 24b · Other expenses: PROFESSIONAL STAFF DEV.

    total $237,740 · program services $222,853 · management and general $14,887

  • 24c · Other expenses: STAFF EXPENSES

    total $123,258 · program services $116,110 · management and general $7,148

  • 24d · Other expenses: BANK/CREDIT CARD FEES

    total $22,902 · program services $22,902

  • 24e · All other expenses

    total $272,429 · program services $252,303 · management and general $20,126

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $409,596 · end of year $201,639

  • 2 · Savings and temporary cash investments

    beginning of year $192,082,792 · end of year $192,112,948

  • 3 · Pledges and grants receivable

    beginning of year $19,735,278 · end of year $27,615,174

  • 4 · Accounts receivable

    beginning of year $463,020 · end of year $1,427,304

  • 7 · Other notes and loans receivable

    beginning of year $3,203,463 · end of year $2,853,597

  • 11 · Investments: publicly traded securities

    beginning of year $445,405,015 · end of year $383,027,450

  • 12 · Investments: other securities

    beginning of year $316,479,864 · end of year $452,409,398

  • 15 · Other assets

    beginning of year $86,044,052 · end of year $64,159,718

  • 17 · Accounts payable and accrued expenses

    beginning of year $15,793,547 · end of year $19,050,527

  • 18 · Grants payable

    beginning of year $943,195 · end of year $291,796

  • 19 · Deferred revenue

    beginning of year $4,461,075 · end of year $5,801,330

  • 20 · Tax-exempt bond liabilities

    beginning of year $4,419,338 · end of year $4,110,638

  • 21 · Escrow or custodial account liability

    beginning of year $22,648,656 · end of year $24,757,965

  • 25 · Other liabilities

    beginning of year $220,471,043 · end of year $206,534,674

  • 27 · Net assets without donor restrictions

    beginning of year $532,269,711 · end of year $590,726,937

  • 28 · Net assets with donor restrictions

    beginning of year $262,816,515 · end of year $272,533,361

Mission and programs · 2024

Mission

FEDERATION AMPLIFIES OUR COLLECTIVE STRENGTH TO MAKE THE WORLD A BETTER PLACE FOR EVERYONE. WE ASSIST PEOPLE IN NEED, IMPACT CHICAGOANS OF ALL FAITHS; SUPPORT ISRAEL AND THE JEWISH PEOPLE WORLDWIDE; RESPOND SWIFTLY TO CRISES; CULTIVATE JEWISH IDENTITY & CONNECTION; AND ADVANCE JEWISH LEARNING.

Activities or mission (Part I)

FEDERATION BRINGS JEWISH CHICAGO TOGETHER TO SUPPORT HUMAN SERVICES, ADVOCATE ON KEY ISSUES AND CONNECT PEOPLE TO JEWISH LIFE AND COMMUNITY.

  • THE FEDERATION'S LARGEST ENDEAVOR IS TO ALLOCATE FUNDS TO A NETWORK OF NEARLY 100 AGENCIES AND INITIATIVES IN THE CHICAGO AREA THAT AID CHICAGOANS 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; THERAPEUTIC SCHOOL AND SPECIALIZED SERVICES FOR PEOPLE WITH DISABILITIES; SUPPORT SERVICES FOR HOLOCAUST SURVIVORS; SPECIALIZED SERVICES FOR SENIORS; RESPITE SERVICES FOR CAREGIVERS; COUNSELING, PREVENTION AND INTERVENTION SERVICES FOR STRUGGLING TEENS; AN ENTIRE CONTINUUM OF PREVENTION AND THERAPEUTIC SERVICES FOR INDIVIDUALS AND FAMILIES IN CRISIS; AND SECURITY ASSISTANCE TO SAFEGUARD JEWISH FACILITIES.BECAUSE THE JEWISH UNITED FUND OF METROPOLITAN CHICAGO 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 JUF PROVIDES AN ANNUAL, MULTI-MILLION DOLLAR ALLOCATION TO THE JEWISH FEDERATION, WE MEASURE AND REPORT OUR PROGRAM AND SERVICE RESULTS JOINTLY FOR THE COMBINED JUF/FEDERATION ENTERPRISE, WHICH ARE SUMMARIZED BELOW:TAKING CARE OF PEOPLE AND SERVING THE COMMUNITY:AS ONE OF THE NATION'S LARGEST HUMANITARIAN ORGANIZATIONS, JUF MEETS THE MOST FUNDAMENTAL NEEDS OF THE COMMUNITY-FEEDING PEOPLE WHO ARE HUNGRY, PROVIDING EMERGENCY FINANCIAL SUPPORT, AND PROTECTING THE HEALTH AND WELL-BEING OF THOSE IN NEED OF CARE.HELPING PEOPLE KEEP FOOD ON THEIR TABLES AND A ROOF OVERHEAD:- 20,000 INDIVIDUALS RECEIVED FOOD ASSISTANCE, INCLUDING MEALS, FOOD BAGS AND PACKAGES IN FY25.- 880 INDIVIDUALS RECEIVED AFFORDABLE HOUSING SERVICES AND 500 PEOPLE LIVED IN JUF-SUPPORTED AFFORDABLE HOUSING.- MORE THAN 5,000 HOUSEHOLDS RECEIVED $24 MILLION IN FINANCIAL AID- A 16 PERCENT INCREASE IN HOUSEHOLDS ASSISTED AND 27 PERCENT INCREASE IN DOLLARS DISTRIBUTED.- 4,400 PEOPLE- INCLUDING MORE THAN 2,000 CHILDREN-- RECEIVED IN-KIND ESSENTIALS, SUCH AS SCHOOL SUPPLIES, WINTER COATS AND TECH DEVICES. - 8,000 INDIVIDUALS RECEIVED ASSISTANCE GAINING OR MAINTAINING PUBLIC BENEFITS.PROVIDING ACCESS TO LIFE-SAVING MEDICAL CARE AND ESSENTIAL MENTAL HEALTH SERVICES:- 64,000 PEOPLE IN NEED RECEIVED DIRECT HEALTHCARE INCLUDING PRIMARY MEDICAL CARE, DENTAL, AND ACCESS TO HEALTH SCREENINGS. - MORE THAN 2,600 PEOPLE RECEIVED PRESCRIPTION MEDICATIONS.- 27,500 INDIVIDUALS RECEIVED MENTAL HEALTH SERVICES OR EDUCATION.- 4,600 INDIVIDUALS WERE SERVED TO REDUCE ISOLATION.HELPING PEOPLE BUILD NEW LIVES IN A NEW COUNTRY:- 11,700 IMMIGRANTS AND REFUGEES RECEIVED SUPPORT FROM JUF AGENCIES IN 2025, RANGING FROM FOOD AND HOUSING TO JOB PLACEMENT AND ASSISTANCE ON THE PATH TO CITIZENSHIP-A 22% INCREASE OVER LAST YEAR. - 8,500 REFUGEES RECEIVED ONGOING RESETTLEMENT SERVICES, A 50% INCREASE OVER THE PRIOR YEARPROMOTING INCLUSION, INDIVIDUALISM AND INDEPENDENCE FOR PEOPLE WITH DISABILITIES:- A RECORD 4,600 PEOPLE WITH DISABILITIES RECEIVED SUPPORT FROM JUF AND ITS AGENCIES, RANGING FROM EMPLOYMENT ASSISTANCE TO SCHOOL AND JEWISH SUMMER CAMP.- 1,400 FAMILY MEMBERS AND CAREGIVERS OF PEOPLE WITH DISABILITIES INCREASED KNOWLEDGE, SKILLS, AND ACCESS TO RESOURCES TO SUPPORT THEIR LOVED ONES.- 1,700 CHILDREN AND YOUTH WITH DEVELOPMENTAL DELAYS OR DISABILITIES WERE SERVED IN SCHOOL-BASED SETTINGS.PROVIDING HOLISTIC SUPPORT TO SUSTAIN HOLOCAUST SURVIVORS:- 1,700 HOLOCAUST SURVIVORS RECEIVED A RANGE OF SUPPORTIVE SERVICES, FROM FINANCIAL AID TO SOCIALIZATION. - FINANCIAL AID TO SURVIVORS TOTALED $17.3 MILLION. HELPING PEOPLE HELP THEMSELVES:- 4,000 PEOPLE RECEIVED EMPLOYMENT SERVICES IN 2025.- 1,600 SENIORS AND OTHERS IN NEED GOT TRANSPORTATION ASSISTANCE TO ACCESS HEALTH CARE, JOBS AND MORE.- INDIVIDUALS ATTAINED FINANCIAL LITERACY SKILLS THROUGH FINANCIAL COUNSELING AND EDUCATION SERVICES.- A RECORD 1,161 PEOPLE BENEFITED FROM FREE LEGAL ASSISTANCE.CONNECTING PEOPLE TO COMMUNITY:JUF CONTINUES TO ANSWER OUR COMMUNITY'S CALL FOR MEANINGFUL OPPORTUNITIES TO CELEBRATE JEWISH IDENTITY AND GATHER IN JEWISH PLACES AND SPACES. JUF GAVE COMMUNITY MEMBERS OF ALL AGES THE CHANCE TO CONNECT, SERVE, LEAD AND LEARN:- 15,500 ADULTS PARTICIPATED IN JEWISH EDUCATION PROGRAMS.- 12,400 PEOPLE VOLUNTEERED 250,000 HOURS OF THEIR TIME TO SERVE THE GREATER COMMUNITY IN AND AROUND CHICAGO.- 4,300 OLDER ADULTS PARTICIPATED IN SOCIAL, CULTURAL, AND EDUCATIONAL ENRICHMENT PROGRAMMING. JUF BROUGHT TOGETHER TENS OF THOUSANDS OF JEWISH YOUNG ADULTS AND YOUNG FAMILIES:- 13,500 YOUNG ADULTS ENGAGED IN PROGRAMS PROVIDED BY JUF AND ITS AGENCIES.- 5,400 YOUNG FAMILIES PARTICIPATED IN PROGRAMS AND EVENTS HOSTED BY JUF AND IT AGENCIES.- MORE THAN 550 PROGRAMS AND EVENTS WERE DESIGNED FOR YOUNG FAMILIES, FROM PLAYGROUPS TO PARENTING WORKSHOPS.- 5,000 PEOPLE ATTENDED SHABBAT DINNERS TO BRING TOGETHER CHICAGO-AREA MILLENNIALS.- 7,700 FAMILIES RECEIVED FREE, MONTHLY JEWISH BOOKS THROUGH PJ LIBRARY & PJ OUR WAY. JUF'S DYNAMIC PROGRAMS ENGAGED STUDENTS AND YOUNG PEOPLE IN JEWISH LIFE:- 57% OF JEWISH COLLEGE STUDENTS IN ILLINOIS-3,800 STUDENTS-- PARTICIPATED IN HILLEL PROGRAMS. - 6,400 TEENS ENGAGED IN JEWISH PROGRAMMING.- 900 CHILDREN AND YOUTH RECEIVED $1 MILLION IN NEED-BASED SCHOLARSHIPS OR INCENTIVES TOWARD A JEWISH SUMMER CAMP EXPERIENCE.JUF MADE JEWISH EDUCATION MORE AFFORDABLE AND ACCESSIBLE IN 2025:- 3,600 LOCAL JEWISH DAY SCHOOL STUDENTS RECEIVED SCHOLARSHIPS AND/OR TUITION ASSISTANCE FROM JUF-SUPPORTED DAY SCHOOLS, TOTALING $48 MILLION.- YOUTH AND YOUNG ADULTS TRAVELED TO ISRAEL ON JUF-SUPPORTED EDUCATIONAL TRIPS.- 1,600 PRESCHOOLERS RECEIVED $2.3 MILLION IN SCHOLARSHIPS AND SUBSIDIES FOR SUMMER CAMP AND EARLY CHILDHOOD EDUCATION EXPERIENCES. FIGHTING ANTISEMITISM:A REPORT ISSUED IN 2025 FOUND THAT HATE CRIMES TARGETING THE JEWISH COMMUNITY SKYROCKETED BY 58% IN CHICAGO AND NOW ACCOUNT FOR MORE THAN 37% OF SUCH CRIMES REPORTED IN THE CITY. THIS MIRRORS A STEEP RISE IN ANTISEMITIC INCIDENTS ACROSS THE COUNTRY. LEADING THE FIGHT AGAINST JEWISH HATE:- SINCE 2023, NEARLY 100 ADMINISTRATORS FROM SCHOOL DISTRICTS REPRESENTING MORE THAN 65,000 STUDENTS HAVE RECEIVED TRAINING AND RESOURCES TO SUPPORT JEWISH STUDENTS, TEACHERS, AND FAMILIES. - TRAINED MORE THAN 2,000 PARENTS TO FIGHT ANTISEMITISM IN LOCAL SCHOOLS. - JUF RESPONDED TO 130+ INCIDENT REPORTS ON COLLEGE CAMPUSES IN 2025, RANGING FROM HATEFUL GRAFFITI TO ADMINISTRATIVE NEGLIGENCE IN THE FACE OF ANTISEMITIC ACTS.ENSURING EVERY MEMBER OF OUR COMMUNITY CAN PARTICIPATE IN JEWISH LIFE SAFELY:- JUF DEPLOYED SECURITY EXPERTS ON 300+ OCCASIONS IN 2025 TO SITES INCLUDING SCHOOLS, JCCS, HILLELS, SYNAGOGUES AND SUMMER CAMPS.- IN PARTNERSHIP WITH JEWISH ORGANIZATIONS, SECURED $47 MILLION IN FEDERAL AND STATE SECURITY GRANTS OVER THE LAST FOUR YEARS. - TO DATE, JUF HAS PROVIDED SECURITY MATCHING GRANTS THAT LEVERAGED NEARLY $4 MILLION TO 88 CHICAGOLAND JEWISH GROUPS. - JUF HAS CONDUCTED 400+ SECURITY AUDITS OF LOCAL JEWISH INSTITUTIONS AND EVENTS TO DATE.- HAS FACILITATED MORE THAN 80+ INSTITUTIONAL SECURITY PLANS AND CONSULTATIONS.- DURING THE PAST TWO YEARS, JUF HAS ALLOCATED EMERGENCY SECURITY GRANT FUNDING TO 35 LOCAL PRESCHOOLS.

    Expenses $169,737,925 · Grants $155,862,553 · Revenue $610,160

  • CAMPUS AFFAIRS AND THE HILLELS OF ILLINOIS - FEDERATION SUPPORTS A VAST ARRAY OF ACTIVITIES FOR STUDENTS IN HIGH SCHOOLS, COLLEGES, UNIVERSITIES AND PROFESSIONAL SCHOOLS IN ILLINOIS. THE HILLEL PROGRAM PROVIDES OPPORTUNITIES FOR JEWISH STUDENTS TO EXPLORE AND CELEBRATE THEIR JEWISH IDENTITY IN COLLEGE CAMPUSES ACROSS ILLINOIS. HILLEL'S VISION IS A WORLD WHERE EVERY JEWISH STUDENT IS INSPIRED TO MAKE AN ENDURING COMMITMENT TO JEWISH LIFE, LEARNING AND ISRAEL. HILLEL SEEKS TO ENRICH THE LIVES OF JEWISH STUDENTS. HILLEL CREATES A PLURALISTIC, WELCOMING AND INCLUSIVE ENVIRONMENT FOR JEWISH COLLEGE STUDENTS: AN ENVIRONMENT WHERE STUDENTS ARE ENCOURAGED TO GROW INTELLECTUALLY, SPIRITUALLY AND SOCIALLY. INCREASINGLY, CAMPUS AFFAIRS AND HILLEL MUST HELP JEWISH STUDENTS COMBAT THE DRAMATIC RISE IN ANTISEMITISM AND EFFORTS TO DELEGITIMIZE AND DEMONIZE ISRAEL AND WORK DIRECTLY WITH HIGH SCHOOL AND COLLEGE ADMINISTRATIONS TO DEVELOP BEST PRACTICES TO ADDRESS ANTISEMITISM WHEN IT OCCURS.

    Expenses $8,236,897 · Grants $70,391 · Revenue $251,187

  • REFUGEE RESETTLEMENT SERVICES PROGRAM - THE JEWISH FEDERATION ADMINISTERS COMPREHENSIVE REFUGEE SOCIAL SERVICES ON BEHALF OF THE STATE OF ILLINOIS. THE ILLINOIS REFUGEE SOCIAL SERVICE CONSORTIUM IS COMPRISED OF 15 DIRECT SERVICE AGENCIES COMMITTED TO PROVIDING QUALITY REFUGEE SOCIAL SERVICES INCLUDING: EMPLOYMENT ASSISTANCE, CULTURAL ADJUSTMENT, CASE MANAGEMENT, K-12, YOUTH MENTORING, SERVICES TO OLDER REFUGEES (SENIORS), MENTAL HEALTH COUNSELING, DATA COLLECTION, REPORTING VIA AN ONLINE SALESFORCE DATABASE.

    Expenses $23,392,690 · Grants $22,331,562 · Revenue $23,422,690

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Wendy C Abrams

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    10 + 10 related

  • Jason Friedman

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • Jordan T Goodman

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • Steven M Greenbaum

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • Lisa Jericho

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • Steven H Lavin

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • Steven N Miller

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • Ross S Pearlstein

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • Eric A Rothner

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • Devra Resnick Shutan

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • Marc Spellman

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • Julie Dann Schneider

    TREASURER

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • Marc S Brenner

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • Shari Greco Reiches

    SECRETARY

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • Susan Spier Chapman

    ASSISTANT SECRETARY

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • Katie Berger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Wendy A Berger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Gita Berk

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Janna Berk

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Debbie L Berman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Hannah Bloom-Hirschberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Neil Book

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Bluma Broner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Karen Budin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Carey Cooper

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Caroline Davidson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Steven J Erlebacher

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Maury Fertig

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Linda Schottenstein Fisher

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Rabbi Wendi Geffen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Linda B Ginsburg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Craig Goldsmith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Melinda Grossman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Danny Gutman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Andrew L Hananel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • King W Harris

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • David J Hartman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Josh B Herz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Dana Westreich Hirt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Susan Insoft

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Deborah Schrayer Karmin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Jane Cadden Lederman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Brian J Levinson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Joshua Liss

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Chaim Lubin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Nancy Mills

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • David Nankin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Michael Oxman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Jason L Peltz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Sanford E Perl

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Daniel J Perlman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Brandon C Prosansky

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Robert Romanoff

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Marc L Roth

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Jennie Rothner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • David M Sarnoff

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • James Sarnoff

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Lynn Sachse Schrayer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Steve Schreiber

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Eric Sedler

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Ilan Shalit

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Kimberly Shwachman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Morris Silverman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Richard Silverman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Judy L Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Sara Crown Star

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Benjamin J Swartz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Robyn Tavel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Paula Weissman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Deborah Winick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Joseph Wolf

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Hilary D Wolfe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Andrea R Yablon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Eteri Zaslavsky

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • David Golder

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Eric Gordon

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Adam Greitzer

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Cindy Kaplan

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Sharon Koltin

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Gayle Miller

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Susan Rifas

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Michael Saltzman

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Rabbi Michael Schwab

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Keith Shapiro

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Jennifer Wintroub Stoller

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Phyllis Tabachnick

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Cydney Topaz

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Lonnie Nasatir

    PRESIDENT/CEO

    Total calculated
    $668,514
    From this org
    $266,064
    From related orgs
    $325,189
    Other
    $77,261
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $249,686 + $305,171 related
    Bonus
    $0
    Other
    $16,378 + $20,018 related
    Deferred
    $25,115 + $30,695 related
    Nontaxable benefits
    $9,653 + $11,798 related
    Filer's total
    $300,832 + $367,682 related

  • Jay Tcath

    EXECUTIVE VICE PRESIDENT

    Total calculated
    $576,578
    From this org
    $175,149
    From related orgs
    $222,917
    Other
    $178,512
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $159,118 + $202,514 related
    Bonus
    $0
    Other
    $16,031 + $20,403 related
    Deferred
    $70,771 + $90,073 related
    Nontaxable benefits
    $7,774 + $9,894 related
    Filer's total
    $253,694 + $322,884 related

  • David S Rosen

    SENIOR VICE PRESIDENT - ENDOWMENTS

    Total calculated
    $558,732
    From this org
    $452,292
    From related orgs
    $0
    Other
    $106,440
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $414,768
    Bonus
    $0
    Other
    $37,524
    Deferred
    $85,133
    Nontaxable benefits
    $21,307
    Filer's total
    $558,732

  • Dr Steven B Nasatir

    EXECUTIVE VICE CHAIRMAN

    Total calculated
    $528,648
    From this org
    $432,808
    From related orgs
    $40,206
    Other
    $55,634
    Hours/week
    32 + 6 related

    Schedule J breakdown matched by us

    Base
    $356,267 + $33,096 related
    Bonus
    $0
    Other
    $76,541 + $7,110 related
    Deferred
    $32,021 + $2,975 related
    Nontaxable benefits
    $18,884 + $1,754 related
    Filer's total
    $483,713 + $44,935 related

  • Boaz Blumovitz

    CHIEF FINANCIAL OFFICER

    Total calculated
    $410,616
    From this org
    $98,537
    From related orgs
    $266,414
    Other
    $45,665
    Hours/week
    27.5 + 22.5 related

    Schedule J breakdown matched by us

    Base
    $98,089 + $265,202 related
    Bonus
    $0
    Other
    $448 + $1,212 related
    Deferred
    $12,120 + $32,768 related
    Nontaxable benefits
    $210 + $567 related
    Filer's total
    $110,867 + $299,749 related

  • David Prystowsky

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $404,084
    From this org
    $162,761
    From related orgs
    $162,761
    Other
    $78,562
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $162,761 + $162,761 related
    Bonus
    $0
    Other
    $0
    Deferred
    $29,554 + $29,554 related
    Nontaxable benefits
    $9,727 + $9,727 related
    Filer's total
    $202,042 + $202,042 related

  • Joy Schwartz

    CHIEF MARKETING OFFICER

    Total calculated
    $393,649
    From this org
    $0
    From related orgs
    $336,190
    Other
    $57,459
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $334,154 related
    Bonus
    $0
    Other
    $0 + $2,036 related
    Deferred
    $0 + $42,995 related
    Nontaxable benefits
    $0 + $14,464 related
    Filer's total
    $0 + $393,649 related

  • James Rosenberg

    CHIEF OF STAFF

    Total calculated
    $387,451
    From this org
    $0
    From related orgs
    $299,932
    Other
    $87,519
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $298,271 related
    Bonus
    $0
    Other
    $0 + $1,661 related
    Deferred
    $0 + $86,014 related
    Nontaxable benefits
    $0 + $1,505 related
    Filer's total
    $0 + $387,451 related

  • James A Pinkston

    VICE PRESIDENT - ACCOUNTING

    Total calculated
    $365,057
    From this org
    $38,573
    From related orgs
    $270,009
    Other
    $56,475
    Hours/week
    30 + 20 related

    Schedule J breakdown matched by us

    Base
    $38,552 + $269,864 related
    Bonus
    $0
    Other
    $21 + $145 related
    Deferred
    $4,344 + $30,411 related
    Nontaxable benefits
    $2,715 + $19,005 related
    Filer's total
    $45,632 + $319,425 related

  • John Lowenstein

    SENIOR VICE PRESIDENT, ENGAGEMENT

    Total calculated
    $360,784
    From this org
    $276,949
    From related orgs
    $0
    Other
    $83,835
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $276,949
    Bonus
    $0
    Other
    $0
    Deferred
    $71,928
    Nontaxable benefits
    $11,907
    Filer's total
    $360,784

  • Daniel Goldwin

    CHIEF PUBLIC AFFAIRS OFFICER

    Total calculated
    $307,942
    From this org
    $136,105
    From related orgs
    $137,198
    Other
    $34,639
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $133,615 + $134,688 related
    Bonus
    $0
    Other
    $2,490 + $2,510 related
    Deferred
    $11,777 + $11,872 related
    Nontaxable benefits
    $5,473 + $5,517 related
    Filer's total
    $153,355 + $154,587 related

  • Scott Aaron

    VICE PRESIDENT, COE

    Total calculated
    $292,779
    From this org
    $232,207
    From related orgs
    $0
    Other
    $60,572
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $230,311
    Bonus
    $0
    Other
    $1,896
    Deferred
    $39,665
    Nontaxable benefits
    $20,907
    Filer's total
    $292,779

  • Peter Chiswick

    SR. ASSOC V.P. & DIR, JUF INVEST.

    Total calculated
    $283,198
    From this org
    $0
    From related orgs
    $237,694
    Other
    $45,504
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $231,603 related
    Bonus
    $0
    Other
    $0 + $6,091 related
    Deferred
    $0 + $35,628 related
    Nontaxable benefits
    $0 + $9,876 related
    Filer's total
    $0 + $283,198 related

  • Robert A Schuckman

    VICE PRESIDENT - GENERAL COUNSEL

    Total calculated
    $273,104
    From this org
    $190,889
    From related orgs
    $47,722
    Other
    $34,493
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $185,977 + $46,494 related
    Bonus
    $0
    Other
    $4,912 + $1,228 related
    Deferred
    $18,739 + $4,685 related
    Nontaxable benefits
    $8,855 + $2,214 related
    Filer's total
    $218,483 + $54,621 related

  • Tracy More

    SR VICE PRESIDENT - ANNUAL CAMPAIGN

    Total calculated
    $490,455
    From this org
    $0
    From related orgs
    $242,380
    Other
    $248,075
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $237,380 related
    Bonus
    $0
    Other
    $0 + $5,000 related
    Deferred
    $0 + $227,380 related
    Nontaxable benefits
    $0 + $20,695 related
    Filer's total
    $0 + $490,455 related

  • Emily Sweet

    CHIEF IMPACT OFFICER

    Total calculated
    $253,553
    From this org
    $0
    From related orgs
    $234,578
    Other
    $18,975
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $234,493 related
    Bonus
    $0
    Other
    $0 + $85 related
    Deferred
    $0 + $9,801 related
    Nontaxable benefits
    $0 + $9,174 related
    Filer's total
    $0 + $253,553 related

  • Jenny Puchtel

    CHIEF OPERATING OFFICER

    Total calculated
    $182,086
    From this org
    $0
    From related orgs
    $173,673
    Other
    $8,413
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $173,673 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $7,842 related
    Nontaxable benefits
    $0 + $571 related
    Filer's total
    $0 + $182,086 related

  • Eric Devir

    AVP, CENTER FOR JEWISH PHILANTHROPY

    Total calculated
    $170,314
    From this org
    $139,144
    From related orgs
    $0
    Other
    $31,170
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $138,466
    Bonus
    $0
    Other
    $678
    Deferred
    $13,882
    Nontaxable benefits
    $17,288
    Filer's total
    $170,314

  • Rabbi Louis A Lazovsky

    VICE PRESIDENT, HUMAN RESOURCES

    Total calculated
    $363,094
    From this org
    $30,425
    From related orgs
    $273,824
    Other
    $58,845
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $29,767 + $267,903 related
    Bonus
    $0
    Other
    $658 + $5,921 related
    Deferred
    $4,500 + $40,503 related
    Nontaxable benefits
    $1,384 + $12,458 related
    Filer's total
    $36,309 + $326,785 related

  • Joel Poupko

    RABBINIC SCHOLAR

    Total calculated
    $233,842
    From this org
    $212,121
    From related orgs
    $0
    Other
    $21,721
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $208,275
    Bonus
    $0
    Other
    $3,846
    Deferred
    $13,116
    Nontaxable benefits
    $8,605
    Filer's total
    $233,842

  • Michael Simon

    EXECUTIVE DIRECTOR FIEDLER HILLEL

    Total calculated
    $247,043
    From this org
    $214,094
    From related orgs
    $0
    Other
    $32,949
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $208,654
    Bonus
    $0
    Other
    $5,440
    Deferred
    $32,306
    Nontaxable benefits
    $643
    Filer's total
    $247,043

  • Daniel Godsel

    SECURITY DIRECTOR

    Total calculated
    $223,468
    From this org
    $205,700
    From related orgs
    $0
    Other
    $17,768
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $198,370
    Bonus
    $0
    Other
    $7,330
    Deferred
    $6,364
    Nontaxable benefits
    $11,404
    Filer's total
    $223,468

  • Ellen Carmell

    EX DIRECTOR, JEWISH WOMEN'S FDN

    Total calculated
    $224,920
    From this org
    $179,001
    From related orgs
    $0
    Other
    $45,919
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,768
    Bonus
    $0
    Other
    $4,233
    Deferred
    $34,275
    Nontaxable benefits
    $11,644
    Filer's total
    $224,920

  • Emily Briskman

    VICE PRESIDENT, CAMPUS AFFAIRS

    Total calculated
    $188,156
    From this org
    $165,878
    From related orgs
    $0
    Other
    $22,278
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,878
    Bonus
    $0
    Other
    $5,000
    Deferred
    $12,009
    Nontaxable benefits
    $10,269
    Filer's total
    $188,156

  • Deborah Covington

    FORMER SR VP, PLANNING & ALLOCATIONS

    Total calculated
    $298,815
    From this org
    $0
    From related orgs
    $110,717
    Other
    $188,098
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $76,367 related
    Bonus
    $0
    Other
    $0 + $34,350 related
    Deferred
    $0 + $181,384 related
    Nontaxable benefits
    $0 + $6,714 related
    Filer's total
    $0 + $298,815 related

  • David S Rubovits PhD

    FORMER CHIEF OPERATING OFFICER

    Total calculated
    $253,626
    From this org
    $0
    From related orgs
    $190,118
    Other
    $63,508
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $188,653 related
    Bonus
    $0
    Other
    $0 + $1,465 related
    Deferred
    $0 + $55,110 related
    Nontaxable benefits
    $0 + $8,398 related
    Filer's total
    $0 + $253,626 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

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
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 APPROXIMATELY ALL OF THE PREMIUMS PAID. ON AN ANNUAL BASIS, THE ECONOMIC BENEFIT OF THE POLICY IS REPORTED AS TAXABLE INCOME TO MR. NASATIR. THE ORGANIZATION GROSSES UP MR. NASATIR'S COMPENSATION TO FULLY ACCOUNT FOR THE TAX IMPACT OF THIS BENEFIT.
PART I, LINE 4B
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. DR. NASATIR VESTED IN THE FOLLOWING BENEFITS: BENEFIT PAYMENTS FROM THE AFOREMENTIONED AGREEMENTS WILL CONTINUE FOR THE LONGER OF 1) 10 YEARS THROUGH DECEMBER 2028 OR 2) HIS LIFETIME. IN THE EVENT OF HIS DEATH PRIOR TO 2029, PAYMENTS WILL BE MADE TO DR. NASATIR'S BENEFICIARY. THE $50,000 AND $5,000 ANNUAL PAYMENT AMOUNTS ARE TO BE ADJUSTED ANNUALLY IN ACCORDANCE WITH THE CPI INDEX. IN 2017, THE JEWISH FEDERATION ENTERED INTO A THIRD AGREEMENT WITH STEVEN NASATIR WHICH PROVIDES FOR ANNUAL PAYMENTS OF $21,000 PER YEAR, BEGINNING IN 2018, FOR THE LONGER OF HIS LIFETIME OR TEN YEARS (THROUGH DECEMBER 2027). IN 2024, STEVEN NASATIR RECEIVED PAYMENTS TOTALING $122,532 FROM THE THREE SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLANS. DAVID ROSEN: THE JEWISH FEDERATION HAS AN AGREEMENT WITH DAVID ROSEN WHICH PROVIDES FOR ANNUAL PAYMENTS OF $25,000 PER YEAR THAT BEGAN IN 2018 AND WILL END IN 2028. IN 2017, THE JEWISH FEDERATION ENTERED INTO A SECOND AGREEMENT WITH DAVID ROSEN WHICH PROVIDES FOR ANNUAL PAYMENTS OF $25,000 THAT BEGAN IN 2022 AND WILL END IN 2032. IN TOTAL, DAVID ROSEN RECEIVED $50,000 OF DISTRIBUTIONS FROM SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS IN 2024. JAY TCATH: JUF HAS AN AGREEMENT WITH JAY TCATH THAT PROVIDES FOR ANNUAL PAYMENTS OF $25,000 FOR 10 YEARS COMMENCING UPON HIS RETIREMENT FROM JUF OR IF HE IS NO LONGER EMPLOYED BY JUF, UPON REACHING AGE 64. JUF AND MR. TCATH ARE ALSO PARTIES TO AN ADDITIONAL AGREEMENT THAT PROVIDES FOR 15 ANNUAL PAYMENTS OF APPROXIMATELY $33,000 BEGINNING IN 2024 AND ENDING IN 2038. LONNIE NASATIR: IN 2023, JUF ENTERED INTO AN AGREEMENT WITH LONNIE NASATIR WHICH PROVIDES FOR ANNUAL PAYMENTS OF $25,000 PER YEAR FOR 5 YEARS BEGINNING IN 2028, FOLLOWING THE COMPLETION OF A FIVE-YEAR VESTING PERIOD. TRACY MORE: IN 2024 THE JEWISH FEDERATION ENTERED INTO A NONQUALIFIED DEFERRED COMPENSATION AGREEMENT WITH TRACY MORE CONTINGENT UPON THE COMPLETION OF 5 YEARS OF SERVICE ENDING JANUARY 1, 2029. TRACY VESTS IN THE BENEFIT 20% EACH YEAR OF EMPLOYMENT, VESTING 100% ON JANUARY 1, 2029. IN EACH YEAR OF VESTING, THE PRESENT VALUE OF FUTURE PAYMENTS IS REPORTED AS TAXABLE INCOME. TEN EQUAL ANNUAL BENEFIT PAYMENTS COMMENCE IN JANUARY 2037 UPON TRACY REACHING AGE 64.

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

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • 255 REVERE DRIVE LP

    REAL ESTATE · IL

  • JFMC POOLED ENDOWMENT PORTFOLIO LLC

    INVESTMENT · SEE SCH. R, PART VII · IL · 85.87% owned · share of income $142,307,546 · share of assets $864,925,882 · general or managing partner

    Directly controlled by JEWISH FEDERATION OF METROPOLITAN CHICAGO

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHARITABLE REMAINDER UNITRUSTS (17)

    T · CHARITABLE TRUST · IL · controlled entity

    Directly controlled by JEWISH FEDERATION OF METROPOLITAN CHICAGO

  • CHARITABLE REMAINDER ANNUITY TRUSTS (2)

    T · CHARITABLE TRUST · IL · controlled entity

    Directly controlled by JEWISH FEDERATION OF METROPOLITAN CHICAGO

Provenance

Return type
form_990
Tax year
2024
Filed
24 April 2026
IRS schema version
2024v5.5
Source object
202601349349312140

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.