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Nonprofiteer
← JEWISH UNITED FUND OF METROPOLITAN CHICAGO

Form 990 for tax year 2023

Filed by JEWISH UNITED FUND OF METROPOLITAN CHICAGO.

Totals

Total revenue
$163,243,369
Total expenses
$138,963,160
Contributions and grants received
$160,168,216
Grants paid
$107,487,896
Program services expenses (Part IX)
$117,898,758
Management and general expenses
$12,445,705
Fundraising expenses
$8,618,697
Program service expenses (Part III)
$117,898,758

Program services were 84.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DAVID GOLDER

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    10 + 10 related

  • WENDY C ABRAMS

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • JEREMY AMSTER

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • MICHAEL T FISHMAN

    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

  • CINDY KAPLAN

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • JENNIFER LEEMIS

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • LEE I MILLER

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • ERIC A ROTHNER

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • MARC SPELLMAN

    TREASURER

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • JULIE DANN SCHNEIDER

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • DEBORAH SCHRAYER KARMIN

    SECRETARY

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • MICHAEL OXMAN

    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

  • 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

  • MARC S BRENNER

    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

  • SUSAN SPIER CHAPMAN

    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

  • JASON FRIEDMAN

    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

  • CATHY KAHN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • LINDA KELLOUGH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • STEVEN H LAVIN

    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

  • STEVEN N MILLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • NANCY MILLS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • ROSS S PEARLSTEIN

    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

  • SHARI GRECO REICHES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • ELLIOTT ROBINSON

    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

  • SUSAN M SACKS

    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

  • 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

  • DEVRA RESNICK SHUTAN

    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

  • 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

  • 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

  • JANNA BERK

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • MARC BERMAN

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • CAREY COOPER

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • LINDA SCHOTTENSTEIN FISHER

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • MITCH KAUFMAN

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • JACQUELINE LOTZOF

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • DAVID NANKIN

    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

  • 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

  • JORDAN SHAPIRO

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • HENRY SHOLK

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • PAM FRIEND SZOKOL

    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
    $567,675
    From this org
    $232,387
    From related orgs
    $284,029
    Other
    $51,259
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $218,880 + $267,521 related
    Bonus
    $0
    Other
    $13,507 + $16,508 related
    Deferred
    $14,492 + $17,713 related
    Nontaxable benefits
    $8,923 + $10,907 related
    Filer's total
    $255,802 + $312,649 related

  • BOAZ BLUMOVITZ

    CHIEF FINANCIAL OFFICER

    Total calculated
    $394,106
    From this org
    $196,905
    From related orgs
    $161,104
    Other
    $36,097
    Hours/week
    22.5 + 27.5 related

    Schedule J breakdown matched by us

    Base
    $195,992 + $160,357 related
    Bonus
    $0
    Other
    $913 + $747 related
    Deferred
    $19,853 + $16,244 related
    Nontaxable benefits
    $427 + $349 related
    Filer's total
    $217,185 + $177,697 related

  • PETER CHISWICK

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

    Total calculated
    $271,588
    From this org
    $233,080
    From related orgs
    $0
    Other
    $38,508
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $226,930
    Bonus
    $0
    Other
    $6,150
    Deferred
    $30,077
    Nontaxable benefits
    $9,148
    Filer's total
    $272,305

  • DEBORAH COVINGTON

    SENIOR VP, PLANNING & ALLOCATIONS

    Total calculated
    $409,137
    From this org
    $238,502
    From related orgs
    $0
    Other
    $170,635
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $238,236
    Bonus
    $0
    Other
    $266
    Deferred
    $161,259
    Nontaxable benefits
    $9,395
    Filer's total
    $409,156

  • TRACY MORE

    VICE PRESIDENT, ANNUAL CAMPAIGN

    Total calculated
    $94,174
    From this org
    $0
    From related orgs
    $87,447
    Other
    $6,727
    Hours/week
    0 + 50 related

  • DR STEVEN B NASATIR PHD

    EXECUTIVE VICE CHAIRMAN

    Total calculated
    $571,679
    From this org
    $46,661
    From related orgs
    $502,289
    Other
    $22,729
    Hours/week
    6 + 32 related

    Schedule J breakdown matched by us

    Base
    $40,483 + $435,790 related
    Bonus
    $0
    Other
    $6,178 + $66,499 related
    Deferred
    $353 + $3,802 related
    Nontaxable benefits
    $1,612 + $17,356 related
    Filer's total
    $48,626 + $523,447 related

  • JAMES A PINKSTON

    VICE PRESIDENT - ACCOUNTING

    Total calculated
    $352,592
    From this org
    $228,402
    From related orgs
    $76,134
    Other
    $48,056
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $228,281 + $76,094 related
    Bonus
    $0
    Other
    $121 + $40 related
    Deferred
    $21,797 + $7,266 related
    Nontaxable benefits
    $14,983 + $4,994 related
    Filer's total
    $265,182 + $88,394 related

  • DAVID PRYSTOWSKY

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $380,934
    From this org
    $157,116
    From related orgs
    $157,116
    Other
    $66,702
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $157,066 + $157,066 related
    Bonus
    $0
    Other
    $50 + $50 related
    Deferred
    $23,982 + $23,982 related
    Nontaxable benefits
    $9,379 + $9,379 related
    Filer's total
    $190,477 + $190,477 related

  • DAVID S ROSEN

    SENIOR VICE PRESIDENT - ENDOWMENTS

    Total calculated
    $524,437
    From this org
    $0
    From related orgs
    $444,304
    Other
    $80,133
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $408,723 related
    Bonus
    $0
    Other
    $0 + $35,581 related
    Deferred
    $0 + $61,139 related
    Nontaxable benefits
    $0 + $19,770 related
    Filer's total
    $0 + $525,213 related

  • JAMES ROSENBERG

    CHIEF OF STAFF

    Total calculated
    $365,604
    From this org
    $291,468
    From related orgs
    $0
    Other
    $74,136
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $289,807
    Bonus
    $0
    Other
    $1,661
    Deferred
    $73,407
    Nontaxable benefits
    $1,505
    Filer's total
    $366,380

  • DAVID S RUBOVITS PHD

    CHIEF OPERATING OFFICER

    Total calculated
    $425,709
    From this org
    $305,454
    From related orgs
    $0
    Other
    $120,255
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $303,694
    Bonus
    $0
    Other
    $1,760
    Deferred
    $104,269
    Nontaxable benefits
    $16,762
    Filer's total
    $426,485

  • ROBERT A SCHUCKMAN

    VICE PRESIDENT - GENERAL COUNSEL

    Total calculated
    $263,385
    From this org
    $46,912
    From related orgs
    $187,649
    Other
    $28,824
    Hours/week
    10 + 40 related

    Schedule J breakdown matched by us

    Base
    $45,710 + $182,841 related
    Bonus
    $0
    Other
    $1,202 + $4,808 related
    Deferred
    $3,781 + $15,123 related
    Nontaxable benefits
    $2,080 + $8,320 related
    Filer's total
    $52,773 + $211,092 related

  • JOY SCHWARTZ

    CHIEF MARKETING OFFICER

    Total calculated
    $375,638
    From this org
    $329,795
    From related orgs
    $0
    Other
    $45,843
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $327,884
    Bonus
    $0
    Other
    $1,911
    Deferred
    $33,260
    Nontaxable benefits
    $13,359
    Filer's total
    $376,414

  • JAY TCATH

    EXECUTIVE VICE PRESIDENT

    Total calculated
    $609,128
    From this org
    $260,731
    From related orgs
    $204,859
    Other
    $143,538
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $198,495 + $155,960 related
    Bonus
    $0
    Other
    $62,236 + $48,899 related
    Deferred
    $71,684 + $56,323 related
    Nontaxable benefits
    $9,132 + $7,175 related
    Filer's total
    $341,547 + $268,357 related

  • ROSE JAGUST

    VP, DONOR ADVISED FUNDS - PART YEAR

    Total calculated
    $99,569
    From this org
    $0
    From related orgs
    $89,066
    Other
    $10,503
    Hours/week
    0 + 50 related

  • RABBI LOUIS A LAZOVSKY

    VICE PRESIDENT, HUMAN RESOURCES

    Total calculated
    $356,923
    From this org
    $269,756
    From related orgs
    $29,973
    Other
    $57,194
    Hours/week
    40 + 10 related

    Schedule J breakdown matched by us

    Base
    $263,838 + $29,315 related
    Bonus
    $0
    Other
    $5,918 + $658 related
    Deferred
    $40,633 + $4,515 related
    Nontaxable benefits
    $11,540 + $1,282 related
    Filer's total
    $321,929 + $35,770 related

  • DANIEL GOLDWIN

    EXEC. DIRECTOR, PUBLIC AFFAIRS

    Total calculated
    $283,377
    From this org
    $128,044
    From related orgs
    $127,024
    Other
    $28,309
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $128,044 + $127,024 related
    Bonus
    $0
    Other
    $0
    Deferred
    $9,206 + $9,133 related
    Nontaxable benefits
    $5,014 + $4,975 related
    Filer's total
    $142,264 + $141,132 related

  • KEDAR POTDAR - PART YEAR

    VICE PRESIDENT - TECHNOLOGY

    Total calculated
    $319,156
    From this org
    $297,504
    From related orgs
    $0
    Other
    $21,652
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $165,899
    Bonus
    $0
    Other
    $131,605
    Deferred
    $10,756
    Nontaxable benefits
    $11,427
    Filer's total
    $319,687

  • ADINA TORCHMAN

    ASSOC VP - FINANCIAL RESOURCE DEV

    Total calculated
    $207,775
    From this org
    $200,424
    From related orgs
    $0
    Other
    $7,351
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $195,265
    Bonus
    $0
    Other
    $5,159
    Deferred
    $0
    Nontaxable benefits
    $7,778
    Filer's total
    $208,202

  • STUART SPECTOR

    VICE PRESIDENT - CAMPAIGN OPERATIONS

    Total calculated
    $273,867
    From this org
    $217,140
    From related orgs
    $0
    Other
    $56,727
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $216,434
    Bonus
    $0
    Other
    $706
    Deferred
    $48,413
    Nontaxable benefits
    $8,998
    Filer's total
    $274,551

  • SHIRLEY DVORIN

    VICE PRESIDENT - HUMAN RESOURCES

    Total calculated
    $268,272
    From this org
    $220,295
    From related orgs
    $0
    Other
    $47,977
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $214,611
    Bonus
    $0
    Other
    $5,684
    Deferred
    $38,588
    Nontaxable benefits
    $10,074
    Filer's total
    $268,957

  • HALLIE SHAPIRO DEVIR

    FORMER VICE PRESIDENT - COE

    Total calculated
    $131,279
    From this org
    $0
    From related orgs
    $110,782
    Other
    $20,497
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0 + $110,528 related
    Bonus
    $0
    Other
    $0 + $254 related
    Deferred
    $0 + $20,497 related
    Nontaxable benefits
    $0 + $293 related
    Filer's total
    $0 + $131,572 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 — 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 · Travel for companions
  • 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
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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
DURING 2023, JUF PAID TRAVEL COSTS FOR THE PRESIDENT'S WIFE, WHO ACCOMPANIED HIM ON BUSINESS TRIPS. THE COST OF TRAVEL WAS $1,337. THIS AMOUNT WAS INCLUDED IN THE PRESIDENT'S W-2 AS REPORTABLE COMPENSATION. 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, LINES 4A-B
LINE 4A: KEDAR POTDAR RECEIVED SEVERANCE IN THE AMOUNT OF $101,446. 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 2023, STEVEN NASATIR RECEIVED PAYMENTS TOTALING $116,412 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 2023. 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. IN JULY 2018, JUF ENTERED INTO A SPLIT DOLLAR LIFE INSURANCE AGREEMENT WITH JAY TCATH THAT PROVIDED FOR A DEATH BENEFIT OF $625,000 IF HE MAINTAINED HIS EMPLOYMENT AT JUF THROUGH JULY 1, 2023. MR. TCATH VESTED IN THIS BENEFIT DURING 2023 AND OWNERSHIP OF THE LIFE INSURANCE POLICY WAS TRANSFERRED FROM JUF TO HIM THEREBY TERMINATING THE SPLIT DOLLAR LIFE INSURANCE AGREEMENT. IN CONNECTION WITH THIS, THE VALUE OF THE LIFE INSURANCE POLICY WAS INCLUDED IN HIS 2023 REPORTABLE COMPENSATION AND A GROSS UP PAYMENT WAS MADE TO MR. TCATH TO COVER HIS TAX LIABILITY. THE TOTAL TAXABLE AMOUNT FROM THESE TRANSACTIONS WAS $108,045 AND IS INCLUDED IN MR. TCATH'S REPORTED COMPENSATION ON SCHEDULE J, PART II. 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.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
8 May 2025
IRS schema version
2023v6.0
Source object
202521299349302017

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

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