Skip to content
Nonprofiteer
← JEWISH UNITED FUND OF METROPOLITAN CHICAGO

Form 990 for tax year 2024

Filed by JEWISH UNITED FUND OF METROPOLITAN CHICAGO.

Totals

Total revenue
$154,199,770
Total expenses
$140,164,885
Contributions and grants received
$127,003,642
Grants paid
$108,143,568
Program services expenses (Part IX)
$118,484,597
Management and general expenses
$12,727,813
Fundraising expenses
$8,952,475
Program service expenses (Part III)
$118,484,597

Program services were 84.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Devra Resnick Shutan

    Vice Chair

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • ERIC A ROTHNER

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5 + 5 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

  • JULIE DANN SCHNEIDER

    TREASURER

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • LISA JERICHO

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • Marc S Brenner

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • MARC SPELLMAN

    Vice Chair

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • ROSS S PEARLSTEIN

    Vice chair

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • Shari Greco Reiches

    Secretary

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • Steven H Lavin

    Vice Chair

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • STEVEN M GREENBAUM

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • Steven N Miller

    Vice Chair

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • Susan Spier Chapman

    ASSISTANT SECRETARY

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • WENDY C ABRAMS

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    10 + 10 related

  • Adam Greitzer

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • ANDREA R YABLON

    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

  • BENJAMIN J SWARTZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • BLUMA BRONER

    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

  • BRIAN J LEVINSON

    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

  • CHAIM LUBIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Cindy Kaplan

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • CRAIG GOLDSMITH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • CYDNEY TOPAZ

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • DANA WESTREICH HIRT

    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

  • DANNY GUTMAN

    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

  • DAVID J HARTMAN

    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

  • David Nankin

    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

  • Deborah Schrayer Karmin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • DEBORAH WINICK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Eric Gordon

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • ERIC SEDLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • ETERI ZASLAVSKY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Gayle Miller

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • GITA BERK

    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

  • Hilary D Wolfe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Ilan Shalit

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • JAMES SARNOFF

    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

  • JANNA BERK

    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

  • JENNIE ROTHNER

    DIRECTOR

    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

  • JOSEPH WOLF

    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

  • JOSHUA LISS

    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

  • KAREN BUDIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • KATIE BERGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • KEITH SHAPIRO

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • KIMBERLY SHWACHMAN

    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

  • LINDA B GINSBURG

    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

  • Lynn Sachse Schrayer

    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

  • MAURY FERTIG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • MELINDA GROSSMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • MICHAEL OXMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Michael Saltzman

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • MORRIS SILVERMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • NANCY MILLS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Neil Book

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • PAULA WEISSMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • PHYLLIS TABACHNICK

    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

  • RABBI WENDI GEFFEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Richard SILVERMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • ROBERT ROMANOFF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • ROBYN TAVEL

    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

  • SARA CROWN STAR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Sharon Koltin

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • STEVE SCHREIBER

    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

  • SUSAN INSOFT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • SUSAN RIFAS

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • WENDY A BERGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • BOAZ BLUMOVITZ

    CHIEF FINANCIAL OFFICER

    Total calculated
    $410,616
    From this org
    $200,723
    From related orgs
    $164,228
    Other
    $45,665
    Hours/week
    22.5 + 27.5 related

    Schedule J breakdown matched by us

    Base
    $199,810 + $163,481 related
    Bonus
    $0
    Other
    $913 + $747 related
    Deferred
    $24,688 + $20,200 related
    Nontaxable benefits
    $427 + $350 related
    Filer's total
    $225,838 + $184,778 related

  • DANIEL GOLDWIN

    CHIEF PUBLIC AFFAIRS OFFICER

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

    Schedule J breakdown matched by us

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

  • DAVID S ROSEN

    SENIOR VICE PRESIDENT - ENDOWMENTS

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

    Schedule J breakdown matched by us

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

  • DR STEVEN B NASATIR

    EXECUTIVE VICE CHAIRMAN

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

    Schedule J breakdown matched by us

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

  • Emily Sweet

    Chief Impact Officer

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

    Schedule J breakdown matched by us

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

  • ERIC DEVIR

    AVP, CENTER FOR JEWISH PHILANTHROPY

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

    Schedule J breakdown matched by us

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

  • JAMES A PINKSTON

    VICE PRESIDENT - ACCOUNTING

    Total calculated
    $365,057
    From this org
    $231,436
    From related orgs
    $77,146
    Other
    $56,475
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $231,312 + $77,105 related
    Bonus
    $0
    Other
    $124 + $41 related
    Deferred
    $26,066 + $8,688 related
    Nontaxable benefits
    $16,290 + $5,431 related
    Filer's total
    $273,792 + $91,265 related

  • JAMES ROSENBERG

    CHIEF OF STAFF

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

    Schedule J breakdown matched by us

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

  • JAY TCATH

    EXECUTIVE VICE PRESIDENT

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

    Schedule J breakdown matched by us

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

  • JENNY PUCHTEL

    CHIEF OPERATING OFFICER

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

    Schedule J breakdown matched by us

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

  • John A LOWENSTEIN

    Senior Vice President, Engagement

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

    Schedule J breakdown matched by us

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

  • JOY SCHWARTZ

    CHIEF MARKETING OFFICER

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

    Schedule J breakdown matched by us

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

  • 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

  • PETER CHISWICK

    SR. ASSOC V.P. & DIRECTOR, JUF INVESTMENTS

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

    Schedule J breakdown matched by us

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

  • ROBERT A SCHUCKMAN

    VICE PRESIDENT - GENERAL COUNSEL

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

    Schedule J breakdown matched by us

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

  • Scott Aaron

    Vice President, COE

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

    Schedule J breakdown matched by us

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

  • TRACY MORE

    Senior vice president, ANNUAL CAMPAIGN

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

    Schedule J breakdown matched by us

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

  • RABBI LOUIS A LAZOVSKY

    VICE PRESIDENT, HUMAN RESOURCES

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

    Schedule J breakdown matched by us

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

  • ADINA TORCHMAN

    ASSOC VP - FINANCIAL RESOURCE DEVELOPMENT

    Total calculated
    $232,183
    From this org
    $203,865
    From related orgs
    $0
    Other
    $28,318
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $198,721
    Bonus
    $0
    Other
    $5,144
    Deferred
    $19,826
    Nontaxable benefits
    $8,492
    Filer's total
    $232,183

  • BARBARA GOLD

    ASSOCIATE VP-FINANCIAL RESOURCE DEVELOPMENT

    Total calculated
    $204,203
    From this org
    $193,999
    From related orgs
    $0
    Other
    $10,204
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $190,617
    Bonus
    $0
    Other
    $3,382
    Deferred
    $0
    Nontaxable benefits
    $10,204
    Filer's total
    $204,203

  • CARYN PERETZ

    SR ASSOCIATE VP-CAMPAIGN

    Total calculated
    $220,400
    From this org
    $194,143
    From related orgs
    $0
    Other
    $26,257
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $193,813
    Bonus
    $0
    Other
    $330
    Deferred
    $16,735
    Nontaxable benefits
    $9,522
    Filer's total
    $220,400

  • SHIRLEY DVORIN

    VICE PRESIDENT - HUMAN RESOURCES

    Total calculated
    $289,208
    From this org
    $227,079
    From related orgs
    $0
    Other
    $62,129
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $221,235
    Bonus
    $0
    Other
    $5,844
    Deferred
    $51,217
    Nontaxable benefits
    $10,912
    Filer's total
    $289,208

  • STUART SPECTOR

    VICE PRESIDENT - CAMPAIGN OPERATIONS

    Total calculated
    $290,657
    From this org
    $223,226
    From related orgs
    $0
    Other
    $67,431
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $222,351
    Bonus
    $0
    Other
    $875
    Deferred
    $57,698
    Nontaxable benefits
    $9,733
    Filer's total
    $290,657

  • DAVID S RUBOVITS PHD

    Former CHIEF OPERATING OFFICER

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

    Schedule J breakdown matched by us

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

  • DEBORAH COVINGTON

    Former SENIOR VP, PLANNING & ALLOCATIONS

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

    Schedule J breakdown matched by us

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

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
  • 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)

Schedule J, Part I, Line 1a Travel for companions
DURING 2024, JUF PAID TRAVEL COSTS FOR THE PRESIDENT'S WIFE, WHO ACCOMPANIED HIM ON BUSINESS TRIPS. THE COST OF TRAVEL WAS $5,220. THIS AMOUNT WAS INCLUDED IN THE PRESIDENT'S W-2 AS REPORTABLE COMPENSATION. JUF ALSO PAID TRAVEL COSTS FOR THE EXECUTIVE VICE CHAIRMAN'S WIFE, WHO ACCOMPANIED HIM ON BUSINESS TRIPS. THE COST OF TRAVEL WAS $5,036. THIS AMOUNT WAS INCLUDED IN THE EXECUTIVE VICE CHAIRMAN'S W-2 AS REPORTABLE COMPENSATION.
Schedule J, Part I, Line 1a Tax indemnification and gross-up payments
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.
Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
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.

Provenance

Return type
form_990
Tax year
2024
Filed
14 May 2026
IRS schema version
2024v5.1
Source object
202611349349312126

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.