Civic Intelligence

Robert U and Roberta Goldman Family Foundation

990 • Fiscal year 2022 • EIN 20-3921714

Jul 01, 2021 to Jun 30, 2022 • Filed on Apr 28, 2023

Organization ProfileN/A
30 South Wells Street 4049Chicago, IL 60606

(312) 357-4790

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

26th percentile

0.01x

Higher debt load relative to revenue than 26% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

96th percentile

77%

Higher net margin than 96% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

97th percentile

$470,599

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 130.0% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

35th percentile

-3.2%

Faster asset growth than 35% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

82nd percentile

49%

Faster revenue growth than 82% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Down

$1,971,387

Down $65,596 (-3.2%) from 2021

Net Assets

Down

$1,967,887

Down $45,671 (-2.3%) from 2021

Liabilities

Down

$3,500

Down $19,925 (-85%) from 2021

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin96th percentile

Revenue

Up

$361,986

Up $119,829 (+49%) from 2021

Expenses

Down

$84,104

Down $123,933 (-60%) from 2021

Net Income

Up

$277,882

Up $243,762 (+714%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $889,585Liabilities 2011: $2,900Net Assets 2011: $886,6852011Assets 2012: $890,959Liabilities 2012: $2,900Net Assets 2012: $888,0592012Assets 2013: $964,251Liabilities 2013: $2,950Net Assets 2013: $961,3012013Assets 2014: $1,108,249Liabilities 2014: $3,450Net Assets 2014: $1,104,7992014Assets 2015: $1,112,582Liabilities 2015: $3,000Net Assets 2015: $1,109,5822015Assets 2016: $1,277,075Liabilities 2016: $3,190Net Assets 2016: $1,273,8852016Assets 2017: $1,426,053Liabilities 2017: $3,342Net Assets 2017: $1,422,7112017Assets 2018: $1,556,903Liabilities 2018: $3,400Net Assets 2018: $1,553,5032018Assets 2019: $1,736,608Liabilities 2019: $3,425Net Assets 2019: $1,733,1832019Assets 2020: $1,714,219Liabilities 2020: $48,425Net Assets 2020: $1,665,7942020Assets 2021: $2,036,983Liabilities 2021: $23,425Net Assets 2021: $2,013,5582021Assets 2022: $1,971,387Liabilities 2022: $3,500Net Assets 2022: $1,967,8872022Assets 2023: $2,287,344Liabilities 2023: $3,550Net Assets 2023: $2,283,7942023Assets 2024: $2,448,797Liabilities 2024: $3,590Net Assets 2024: $2,445,2072024

Highlighted filing

2022

Assets$1,971,387
Liabilities$3,500
Net Assets$1,967,887
Open 2022 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2011: $38,301Expenses 2011: $2,928Net Income 2011: $35,3732011Expenses 2012: $2,9132012Expenses 2013: $2,9602013Revenue 2014: $20,191Expenses 2014: $3,460Net Income 2014: $16,7312014Revenue 2015: $52,286Expenses 2015: $6,440Net Income 2015: $45,8462015Revenue 2016: $220,259Expenses 2016: $7,250Net Income 2016: $213,0092016Revenue 2017: $131,679Expenses 2017: $54,056Net Income 2017: $77,6232017Revenue 2018: $242,286Expenses 2018: $68,224Net Income 2018: $174,0622018Revenue 2019: $278,823Expenses 2019: $89,839Net Income 2019: $188,9842019Revenue 2020: $125,274Expenses 2020: $181,419Net Income 2020: -$56,1452020Revenue 2021: $242,157Expenses 2021: $208,037Net Income 2021: $34,1202021Revenue 2022: $361,986Expenses 2022: $84,104Net Income 2022: $277,8822022Revenue 2023: $294,997Expenses 2023: $113,961Net Income 2023: $181,0362023Revenue 2024: $177,349Expenses 2024: $289,416Net Income 2024: -$112,0672024

Highlighted filing

2022

Revenue$361,986
Expenses$84,104
Net Income$277,882
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Apr 28, 2023
Return Version
2021v4.2
Gross Receipts
$361,986
Mission and Program Overview

Mission

The foundation is organized to foster, promote, support, develop, and maintain the broad charitable, educational, and/or religious purpose or functions as authorized by the charter of the jewish federation of metropolitan chicago and the by-laws of the foundation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,036,983$1,971,387▼ $65,596
Rtn Earn Endowment Incm Other Fnds$2,013,558$1,967,887▼ $45,671
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,036,983$1,971,387▼ $65,596
Liabilities
Grants Payable$20,000$0▼ $20,000
Accounts Payable and Accrued Expenses$3,425$3,500▲ $75
Total Liabilities$23,425$3,500▼ $19,925
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,013,558$1,967,887▼ $45,671
Total Liabilities and Net Assets / Fund Balance$2,036,983$1,971,387▼ $65,596

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,971,387--
Compensation and Service Providers
Top Officer Pay97th percentile

Board Members and Trustees

NameTitle
Robert U GoldmanPresident
Roberta GoldmanVice President
Lou HarrisonDirector
Rose JagustAssistant Secretary
James A PinkstonAssistant Treasurer
Peter ChiswickAssistant Treasurer
Maury FertigSecretary
David S RosenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$207,629
Program Service Revenue
$0
Investment Income
$154,357
Other Revenue
$0
All Other Contributions
$207,629
Change in Net Assets
$277,882

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$207,629Fair Market Value (FMV)
Total Noncash Contributions1$207,629-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$73,000
Other Expenses$11,104
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$73,000--$73,000
Fees for Service Investment Mgmnt Fees-$7,594-$7,594
Fees for Services Accounting-$3,500-$3,500
Other Expenses-$10-$10
Total Functional Expenses$73,000$11,104$0$84,104
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Build IncChicago, IL501(c)(3)General Operating Support$15,000
Jewish Federation of Metropolitan ChicagoChicago, IL501(c)(3)General Operating Support$10,000
Alternatives INCRaritan, NJ501(c)(3)General Operating Support$7,500
I Grow Chicago NFPChicago, IL501(c)(3)General Operating Support$7,500
NAMI ChicagoChicago, IL501(c)(3)General Operating Support$7,500
The Boulevard of Chicago IncChicago, IL501(c)(3)General Operating Support$5,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

“Robert U. Goldman and Roberta Goldman have a family and business relationship.”

Form 990, Part VI, Section A, line 6

“The by-laws stipulate that members of the Foundation are divided into two classes: the donor member and the publicly supported organization member, which is the Jewish Federation of Metropolitan Chicago.”

Form 990, Part VI, Section A, line 7A

“The board of directors consists of 5 total persons, 2 of whom are elected by the donor member and 3 of whom are elected by the publicly supported organization member pursuant to its established procedures.”

Form 990, Part VI, Section B, line 11B

“The voting members of the governing body reviewed the Form 990 prior to filing with the IRS.”

Form 990, Part VI, Section B, line 12C

“A conflict of interest questionnaire is circulated to all Board Members on an annual basis. This process is managed by the Foundation's Secretary who ensures all questionnaires are completed. The complete questionnaires are reviewed and any conflicts are disclosed to the Board of Directors. If a Director does have a conflict or business relationship, he or she is required to abstain from any votes related to that matter.”

Form 990, Part VI, Section C, line 19

“Financial statements, conflict of interest policy and governing documents are available upon request for the same period of disclosure as set forth in section 6104(d).”

Filing and Contact Details

Filer

Filer Name
Robert U & Roberta Goldman
EIN
20-3921714
Phone
3123574790
Address
30 South Wells Street 4049, Chicago, IL 60606

Signing Officer

Name
David S Rosen
Title
Treasurer
Phone
3123574790
Signed
2023-04-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert U Goldman
Formed
2005
Legal Domicile
Il
Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Rsm US Llp
Address
30 S Wacker Drive Ste 3300, Chicago, IL 60606
Preparer
Monica Funk
Phone
3126343400
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

“Robert U. & Roberta Goldman Family Foundation (the Foundation) is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable state law. The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Foundation may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. At June 30, 2022, there were no unrecognized tax benefits identified or recorded as liabilities. The Foundation files Form 990 in the U.S. federal jurisdiction and the State of Illinois. The Foundation is generally no longer subject to examination by the Internal Revenue Service for years before 2019.”

Raw XML AppendixShowing 400 of 1,073 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt03425
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03500
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0The Foundation is organized to foster, promote, support, develop, and maintain the broad charitable, educational, and/or religious purpose or functions as authorized by the charter of the Jewish Federation of Metropolitan Chicago and the by-laws of the Foundation.
IRS990/AllOtherContributionsAmt0207629
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Peter Chiswick
IRS990/BooksInCareOfDetail/PhoneNum03124442814
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt030 South Wells Street Suite 4049
IRS990/BooksInCareOfDetail/USAddress/CityNm0Chicago
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060606
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0207629
IRS990/CYGrantsAndSimilarPaidAmt073000
IRS990/CYInvestmentIncomeAmt0154357
IRS990/CYOtherExpensesAmt011104
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0277882
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt084104
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0361986
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0The Foundation makes grants to organizations all of which are exempt under IRC Section 501(c)(3) and meet the specific purpose of the Foundation and the Jewish Federation of Metropolitan Chicago.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt073000
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03500
IRS990/FeesForServicesAccountingGrp/TotalAmt03500
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt07594
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt07594
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt049.70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt549.70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt649.70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt739.70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.30
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt047244
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt536845
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt657766
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt756817
IRS990/Form990PartVIISectionAGrp/PersonNm0David S Rosen
IRS990/Form990PartVIISectionAGrp/PersonNm1Robert U Goldman
IRS990/Form990PartVIISectionAGrp/PersonNm2Roberta Goldman
IRS990/Form990PartVIISectionAGrp/PersonNm3Maury Fertig
IRS990/Form990PartVIISectionAGrp/PersonNm4Lou Harrison
IRS990/Form990PartVIISectionAGrp/PersonNm5James A Pinkston
IRS990/Form990PartVIISectionAGrp/PersonNm6Peter Chiswick
IRS990/Form990PartVIISectionAGrp/PersonNm7Rose Jagust
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0423355
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5293232
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6222096
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7188546
IRS990/Form990PartVIISectionAGrp/TitleTxt0Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Assistant Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Assistant Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7Assistant Secretary
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0151923
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt073000
IRS990/GrantsPayableGrp/BOYAmt020000
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt073000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt073000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0151923
IRS990/GrossReceiptsAmt0361986
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt02434
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02434
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02036983
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01971387
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The Foundation is organized to foster, promote, support, develop, and maintain the broad charitable, educational, and/or religious purpose or functions as authorized by the charter of the Jewish Federation of Metropolitan Chicago and the by-laws of the Foundation.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02013558
IRS990/NetAssetsOrFundBalancesEOYAmt01967887
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0151923
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0151923
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-323553
IRS990/NoncashContributionsAmt0207629
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Filing Fees
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010
IRS990/OtherExpensesGrp/TotalAmt010
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Robert U Goldman
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0137095
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0196300
IRS990/PYInvestmentIncomeAmt0105062
IRS990/PYOtherExpensesAmt011737
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt034120
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0208037
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0242157
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0277882
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02013558
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01967887
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgClassDesignatedInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Monetary support to supported organizations designated by charitable class or purpose is reported in detail on Schedule I. See Schedule A narratives for additional details.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The Foundation is a supporting organization of Jewish Federation of Metropolitan Chicago (the Federation). The Foundation operates exclusively to foster, support, develop and maintain charitable activities and vital human and educational services by supporting and carrying out the broad charitable, educational, or religious purposes or functions of the Federation. The Foundation supports the charitable purpose of the Federation by making grants to charitable organizations that operate exclusively to perform the functions or to carry out the purposes of the Federation.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2Grants made by the Foundation to charitable organizations greater than $5,000 are listed on Schedule I. These supported organizations are designated by class or charitable purpose and support the charitable purposes of the Federation. All these organizations meet the guidelines of the by-laws of the Foundation and the charter of the Federation and are exempt under IRC Section 501(c)(3).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part I, Line 12g
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Schedule A, Part IV, Line 1:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Schedule A, Part IV, Lines 5a and 5b:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0362167761
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt010000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Jewish Federation of Metropolitan Chicago
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt010000
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01971387
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Jewish Federation of Metropolitan Chicago Pooled Investment Fund
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Robert U. & Roberta Goldman Family Foundation (the Foundation) is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable state law. The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Foundation may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. At June 30, 2022, there were no unrecognized tax benefits identified or recorded as liabilities. The Foundation files Form 990 in the U.S. federal jurisdiction and the State of Illinois. The Foundation is generally no longer subject to examination by the Internal Revenue Service for years before 2019.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01971387
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt07500
IRS990ScheduleI/RecipientTable/CashGrantAmt115000
IRS990ScheduleI/RecipientTable/CashGrantAmt27500
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/CashGrantAmt47500
IRS990ScheduleI/RecipientTable/CashGrantAmt55500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0General Operating Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1General Operating Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2General Operating Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3General Operating Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4General Operating Support
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5General Operating Support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Alternatives INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Build Inc
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2I Grow Chicago NFP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Jewish Federation of Metropolitan Chicago
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4NAMI Chicago
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5The Boulevard of Chicago Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0222318999
IRS990ScheduleI/RecipientTable/RecipientEIN1237022085
IRS990ScheduleI/RecipientTable/RecipientEIN2461200279
IRS990ScheduleI/RecipientTable/RecipientEIN3362167761
IRS990ScheduleI/RecipientTable/RecipientEIN4363075407
IRS990ScheduleI/RecipientTable/RecipientEIN5364075641
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0600 1st Avenue
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt15100 W Harrison
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2415 E North Water Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt330 S Wells Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt41801 W Warner Suite 202
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5542 S Dearborn Street Suite 300
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Raritan
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Chicago
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Chicago
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Chicago
IRS990ScheduleI/RecipientTable/USAddress/CityNm4Chicago
IRS990ScheduleI/RecipientTable/USAddress/CityNm5Chicago
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NJ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd008869
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd160644
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd260611
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd360606
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd460618
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd560605
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Foundation staff perform due diligence on all organizations seeking grants from the Foundation and review grant compliance each year.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt06
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0392048
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1293050
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2214159
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3183945
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt025000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt034091
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt123182
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt250894
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt348869
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt013929
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt114002
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt27556
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt38541
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,971,387
Liabilities
$3,500
Net assets
$1,967,887
Revenue
$361,986
Expenses
$84,104
Net income
$277,882
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.18$0.29$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.28$0.29$0.11$0.18
2022Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.36$0.08$0.28
2021Detailed filing. Detailed filing data is available for this year.$2.04$0.02$2.01$0.24$0.21$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.71$0.05$1.67$0.13$0.18$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.73$0.28$0.09$0.19
2018Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.55$0.24$0.07$0.17
2017Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.42$0.13$0.05$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.27$0.22$0.01$0.21
2015Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.05$0.01$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.10$0.02$0.00$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.00$0.96$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.00$0.89$0.00
2011Summary only. Only limited summary data is available for this year.$0.89$0.00$0.89$0.04$0.00$0.04