Skip to content
Nonprofiteer
← SPERTUS INSTITUTE FOR JEWISH LEARNING AND LEADERSHIP

Form 990 for tax year 2024

Filed by SPERTUS INSTITUTE FOR JEWISH LEARNING AND LEADERSHIP.

Totals

Total revenue
$7,013,386
Total expenses
$7,409,539
Contributions and grants received
$3,239,539
Grants paid
$329,461
Program service revenue
$910,646
Investment income
$1,164,237
Other revenue
$1,698,964
Total assets, end of year
$61,357,609
Total liabilities, end of year
$5,760,326
Net assets or fund balances, end of year
$55,597,283
Program services expenses (Part IX)
$4,907,428
Management and general expenses
$2,041,730
Fundraising expenses
$460,381
Program service expenses (Part III)
$4,907,428

Program services were 66.2% 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.

  • 1f · All other contributions, gifts and grants

    $3,239,539

  • 2a · Program service revenue: TUITION FEES

    total $771,028 · related or exempt $771,028

  • 2b · Program service revenue: AUXILIARY

    total $134,652 · related or exempt $134,652

  • 2c · Program service revenue: PROGRAMMING

    total $4,966 · related or exempt $4,966

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $679,997 · excluded $679,997

  • 5 · Royalties

    total $21,524 · excluded $21,524

  • 6a · Gross rents

    real property $869,244

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $869,244 · personal property $0

  • 6d · Net rental income or loss

    total $869,244 · related or exempt $869,244

  • 7a · Gross sales of assets other than inventory

    securities $1,257,889

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

    securities $773,649

  • 7c · Gain or loss

    securities $484,240 · other assets $0

  • 7d · Net gain or loss

    total $484,240 · excluded $484,240

  • 11a · Other revenue: VENUE SIX10 COST REIMBURSEMENT

    total $807,696 · related or exempt $807,696

  • 11b · Other revenue: All other revenue

    total $500 · excluded $500

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $808,196

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $329,461 · program services $329,461

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $636,585 · program services $406,049 · management and general $188,604 · fundraising $41,932

  • 7 · Other salaries and wages

    total $1,975,475 · program services $1,468,963 · management and general $395,984 · fundraising $110,528

  • 9 · Other employee benefits

    total $300,580 · program services $191,419 · management and general $92,370 · fundraising $16,791

  • 10 · Payroll taxes

    total $173,473 · program services $131,005 · management and general $31,018 · fundraising $11,450

  • 11f · Fees: investment management

    total $51,604 · management and general $51,604

  • 11g · Fees: other

    total $781,832 · program services $168,549 · management and general $522,966 · fundraising $90,317

  • 12 · Advertising and promotion

    total $133,368 · management and general $117,839 · fundraising $15,529

  • 13 · Office expenses

    total $417,777 · program services $266,006 · management and general $123,267 · fundraising $28,504

  • 16 · Occupancy

    total $632,631 · program services $463,137 · management and general $142,113 · fundraising $27,381

  • 17 · Travel

    total $217,421 · program services $164,238 · management and general $29,003 · fundraising $24,180

  • 20 · Interest

    total $142,992 · program services $119,830 · management and general $21,831 · fundraising $1,331

  • 22 · Depreciation, depletion and amortization

    total $1,280,373 · program services $965,243 · management and general $243,603 · fundraising $71,527

  • 23 · Insurance

    total $140,637 · program services $92,064 · management and general $42,100 · fundraising $6,473

  • 24a · Other expenses: EQUIPMENT

    total $161,463 · program services $109,692 · management and general $40,667 · fundraising $11,104

  • 24b · Other expenses: BAD DEBTS

    total $22,638 · program services $22,538 · fundraising $100

  • 24c · Other expenses: MISCELLANEOUS EXPENSES

    total $11,229 · program services $9,234 · management and general -$1,239 · fundraising $3,234

  • 24d · Other expenses: TEXTS AND INSTITUTIONAL

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $3,559,158 · end of year $3,645,095

  • 3 · Pledges and grants receivable

    beginning of year $201,914 · end of year $303,846

  • 4 · Accounts receivable

    beginning of year $335,091 · end of year $269,419

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $57,292 · end of year $97,989

  • 10a · Land, buildings and equipment: cost or other basis

    $55,299,162

  • 10b · Land, buildings and equipment: accumulated depreciation

    $23,749,842

  • 10c · Land, buildings and equipment, net

    beginning of year $32,898,451 · end of year $31,549,320

  • 11 · Investments: publicly traded securities

    beginning of year $16,859,413 · end of year $18,754,413

  • 12 · Investments: other securities

    beginning of year $2,112,997 · end of year $2,185,079

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $5,001,050 · end of year $4,552,448

  • 17 · Accounts payable and accrued expenses

    beginning of year $756,175 · end of year $660,727

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $3,195,055 · end of year $3,196,292

  • 25 · Other liabilities

    beginning of year $1,914,980 · end of year $1,903,307

  • 27 · Net assets without donor restrictions

    beginning of year $32,478,386 · end of year $31,779,780

  • 28 · Net assets with donor restrictions

    beginning of year $22,680,770 · end of year $23,817,503

Mission and programs · 2024

Mission

SPERTUS INSTITUTE IS A CENTER FOR JEWISH LEARNING AND LEADERSHIP THAT INVITES PEOPLE OF ALL BACKGROUNDS TO EXPLORE THE MULTIFACETED JEWISH EXPERIENCE. SPERTUS INSTITUTE INSPIRES LEARNING, SERVES DIVERSE COMMUNITIES, AND FOSTERS UNDERSTANDING FOR JEWS AND PEOPLE OF ALL FAITH.

Activities or mission (Part I)

SPERTUS INSTITUTE FOR JEWISH LEARNING AND LEADERSHIP OFFERS AN INNOVATIVE, NON DENOMINATIONAL ARRAY OF SPECIALIZED AND PUBLIC PROGRAMMING, GROUNDED IN JEWISH THOUGHT, INSPIRED BY JEWISH VALUES, AND RESOLUTELY RELEVANT TO PEOPLE'S LIVES TODAY. ("SPERTUS "THE INSTITUTE") IS A JEWISH INSTITUTION GROUNDED IN JEWISH VALUES THAT INVITES PEOPLE OF ALL AGES AND BACKGROUNDS TO EXPLORE THE MULTI-FACETED JEWISH EXPERIENCE. THROUGH ITS INNOVATIVE PUBLIC PROGRAMMING, EXHIBITIONS, COLLECTIONS, RESEARCH FACILITIES AND DEGREE PROGRAMS, SPERTUS INSPIRES LEARNING, SERVES DIVERSE COMMUNITIES AND FOSTERS UNDERSTANDING FOR JEWS AND PEOPLE OF ALL FAITHS, LOCALLY, REGIONALLY AND AROUND THE WORLD

  • CENTER FOR JEWISH LEADERSHIP: ROOTED IN THE BELIEF THAT GREAT JEWISH COMMUNITIES NEED GREAT LEADERS, THE MISSION OF THE CENTER FOR JEWISH LEADERSHIP (CJL) IS TO TRANSFORM JEWISH LIFE BY CULTIVATING INNOVATIVE APPROACHES TO LEADERSHIP AND ENHANCING THE ABILITIES OF JEWISH PROFESSIONALS AND LAY LEADERS. PROGRAMS OFFERED THROUGH THE CJL PROVIDE PARTICIPANTS WITH A UNIQUE AND HOLISTIC APPROACH TO JEWISH LEADERSHIP THAT SEAMLESSLY INTEGRATES DEEPER UNDERSTANDING OF JEWISH LIFE, CULTURE, AND HISTORY WITH INSIGHTS AND BEST PRACTICES FROM THE WORLDS OF BUSINESS AND NONPROFIT LEADERSHIP. CENTER OFFERINGS INCLUDE SYMPOSIA, PROFESSIONAL WORKSHOPS AND MASTERCLASSES, A CERTIFICATE IN JEWISH LEADERSHIP (OFFERED WITH NORTHWESTERN UNIVERSITY), AND THE MA IN JEWISH PROFESSIONAL STUDIES.

    Expenses $702,118 · Revenue $1,146,520

  • MASTER OF ARTS IN JEWISH PROFESSIONAL STUDIES (MAJPS): THE MAJPS PROGRAM IS A MODEL OF LEARNING AND TRAINING FOR JEWISH PROFESSIONALS, OFFERING CORE COURSES IN JUDAICA TOPICS THAT ARE MOST RELEVANT TO JEWISH COMMUNAL LIFE TODAY, ESSENTIAL PROFESSIONAL TRAINING, AS WELL AS INDIVIDUALIZED STUDY TO ADVANCE STUDENTS' PERSONAL AND PROFESSIONAL INTERESTS. THE PROGRAM IS RUN ON A COHORT BASIS, OFFERING THE OPPORTUNITY FOR STUDENTS FROM A WIDE RANGE OF INSTITUTIONAL AND PROFESSIONAL BACKGROUNDS TO NETWORK AND LEARN FROM ONE ANOTHER AND CREATE A VIBRANT COMMUNITY OF PRACTICE.

    Expenses $515,449 · Grants $329,461 · Revenue $335,467

  • JUDAICA DEGREE PROGRAMS (MASTERS DOCTORAL): THE MASTERS-LEVEL PROGRAMS IN JEWISH STUDIES AND JEWISH EDUCATION ARE SEQUENCED, CONTENT SPECIFIC, COHERENT CURRICULA THAT SEEK TO COMMUNICATE TO STUDENTS THE EVOLVING STRUCTURE AND NATURE OF JEWISH CIVILIZATION, THE FUNDAMENTAL RELIGIOUS AND INTELLECTUAL OUTLOOK OF THIS CIVILIZATION, THE CONTRIBUTIONS OF JEWISH CIVILIZATION TO HUMAN CIVILIZATION AND THE INSPIRATION IT CAN PROVIDE FOR STUDENTS TO LEAD A LIFE THAT EMBRACES AND CONTINUES TO EXPLORE THE JEWISH HERITAGE. DOCTORAL-LEVEL PROGRAMS ARE DESIGNED FOR JEWISH PROFESSIONALS SEEKING INCREASED UNDERSTANDING OF THE JEWISH EXPERIENCE AND ACADEMIC GROUNDING IN JEWISH THOUGHT AND PRACTICE.

    Expenses $280,470 · Revenue $597,088

  • OTHER PROGRAM SERVICES

    Expenses $3,409,391 · Revenue $508,511

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

Listed in Part VII

  • Bruce Werner

    TREASURER

    Total calculated
    $0
    Hours/week
    5
  • Harold Israel

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    5
  • Odette Olson

    SECRETARY

    Total calculated
    $0
    Hours/week
    5
  • Amy Tuchler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Avrum Gray

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Barbara Bereskin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Blair Klein

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Bruce Crane

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Bruce Hecktman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Don Kleinmuntz

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Donna E Barrows

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Dr Sharon Silverman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Irena Friedgan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Laurel Van Allen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Mark Mehlman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Michael Markman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Michael Spertus

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Monica Perlman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Peter Bensinger Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Philip Spertus

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Phillip Gordon

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Shelley Stern Grach

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Steven Wolff

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Dean Bell

    PRESIDENT AND CEO

    Total calculated
    $403,264
    From this org
    $365,042
    From related orgs
    $0
    Other
    $38,222
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $325,042
    Bonus
    $40,000
    Other
    $0
    Deferred
    $7,491
    Nontaxable benefits
    $30,731
    Filer's total
    $403,264
  • Keren Fraiman

    CHIEF ACADEMIC OFFICER

    Total calculated
    $233,320
    From this org
    $227,775
    From related orgs
    $0
    Other
    $5,545
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $207,775
    Bonus
    $20,000
    Other
    $0
    Deferred
    $4,504
    Nontaxable benefits
    $1,041
    Filer's total
    $233,320
  • Gerardo Santa Cruz

    FACILITIES

    Total calculated
    $109,137
    From this org
    $106,994
    From related orgs
    $0
    Other
    $2,143
    Hours/week
    40 + 5 related
  • Phillip Thompson

    DIRECTOR OF FACILITIES

    Total calculated
    $157,079
    From this org
    $139,363
    From related orgs
    $0
    Other
    $17,716
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,363
    Bonus
    $0
    Other
    $0
    Deferred
    $2,643
    Nontaxable benefits
    $15,073
    Filer's total
    $157,079

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)

Schedule J, Part I, Line 7 Non-fixed payments
ALL BONUS PAYMENTS ARE DISCRETIONARY AND NOT BASED ON EARNINGS OR REVENUES CHAIR OF THE BOARD OF TRUSTEES. ALL OTHER EXECUTIVE BONUSES ARE APPROVED OF THE ORGANIZATIONS. THE PRESIDENT AND CEO'S BONUS IS APPROVED BY THE 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.

  • VENUE SIX10 SERVICES LLC

    C Corporation · SPECIAL EVENTS · IL · share of income $74,249 · share of assets $1,007,481 · controlled entity

    Directly controlled by SPERTUS INSTITUTE FOR JEWISH LEARNING AND LEADERSHIP

Provenance

Return type
form_990
Tax year
2024
Filed
17 December 2025
IRS schema version
2024v5.1
Source object
202513519349300611

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.