Civic Intelligence

Lawrence E & Nancy S Glick Foundation

EIN 36-3662985 • 501(c)3 • Chicago, IL

Profile

The Foundation was organized to foster, promote, support, develop, encourage and maintain the specific charitable, educational, or religious purposes or functions, or as authorized in the charter of the Jewish Federation of Metropolitan Chicago.

30 South Wells Street 4049Chicago, IL 60606

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

75th percentile

0.33x

Higher debt load relative to assets than 75% of similar nonprofits.

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

Liabilities / Revenue

96th percentile

4.05x

Higher debt load relative to revenue than 96% of similar nonprofits.

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

Net Margin

50th percentile

4.2%

Higher net margin than 50% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

10th percentile

-17%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

78th percentile

34%

Faster revenue growth than 78% of similar nonprofits.

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

Assets

Down

$2,190,414

Down $61,903 (-2.7%) from 2023

Liabilities

Down

$611,160

Down $43,965 (-6.7%) from 2023

Net Assets

Down

$1,579,254

Down $17,938 (-1.1%) from 2023

Revenue

Down

-$26,297

Down $79,742 (-149%) from 2023

Expenses

Up

$244,268

Up $75,361 (+45%) from 2023

Net Income

Down

-$270,565

Down $155,103 (-134%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2012: $5,723,657Liabilities 2012: $2,579,750Net Assets 2012: $3,143,9072012Assets 2013: $5,647,472Liabilities 2013: $2,357,073Net Assets 2013: $3,290,3992013Assets 2014: $5,773,844Liabilities 2014: $2,254,446Net Assets 2014: $3,519,3982014Assets 2015: $5,086,414Liabilities 2015: $1,591,269Net Assets 2015: $3,495,1452015Assets 2016: $4,250,629Liabilities 2016: $1,483,722Net Assets 2016: $2,766,9072016Assets 2017: $3,937,819Liabilities 2017: $1,876,175Net Assets 2017: $2,061,6442017Assets 2018: $3,761,343Liabilities 2018: $1,244,366Net Assets 2018: $2,516,9772018Assets 2019: $3,157,061Liabilities 2019: $1,210,611Net Assets 2019: $1,946,4502019Assets 2020: $2,606,505Liabilities 2020: $852,834Net Assets 2020: $1,753,6712020Assets 2021: $2,816,438Liabilities 2021: $870,050Net Assets 2021: $1,946,3882021Assets 2022: $2,342,005Liabilities 2022: $765,075Net Assets 2022: $1,576,9302022Assets 2023: $2,252,317Liabilities 2023: $655,125Net Assets 2023: $1,597,1922023Assets 2024: $2,190,414Liabilities 2024: $611,160Net Assets 2024: $1,579,2542024

Highlighted filing

2024

Assets$2,190,414
Liabilities$611,160
Net Assets$1,579,254

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2012: $504,7502012Expenses 2013: $514,8502013Revenue 2014: $125,364Expenses 2014: $643,010Net Income 2014: -$517,6462014Revenue 2015: $261,234Expenses 2015: $72,278Net Income 2015: $188,9562015Revenue 2016: $79,344Expenses 2016: $577,849Net Income 2016: -$498,5052016Revenue 2017: $103,450Expenses 2017: $1,070,832Net Income 2017: -$967,3822017Revenue 2018: $524,429Expenses 2018: $17,835Net Income 2018: $506,5942018Revenue 2019: $152,998Expenses 2019: $667,708Net Income 2019: -$514,7102019Revenue 2020: $149,876Expenses 2020: $340,742Net Income 2020: -$190,8662020Revenue 2021: $141,361Expenses 2021: $391,545Net Income 2021: -$250,1842021Revenue 2022: $189,015Expenses 2022: $181,090Net Income 2022: $7,9252022Revenue 2023: $53,445Expenses 2023: $168,907Net Income 2023: -$115,4622023Revenue 2024: -$26,297Expenses 2024: $244,268Net Income 2024: -$270,5652024

Highlighted filing

2024

Revenue-$26,297
Expenses$244,268
Net Income-$270,565

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 27, 2025
Return Version
2023v6.0
Gross Receipts
$18,377
Mission and Program Overview

Mission

The Foundation was organized to foster, promote, support, develop, encourage and maintain the specific charitable, educational, or religious purposes or functions, or as authorized in the charter of the Jewish Federation of Metropolitan Chicago.

The foundation was organized to foster, promote, support, develop, encourage and maintain the broad charitable, educational, and/or religious purposes of the jewish federation of metropolitan chicago and the foundation as authorized in their by-laws.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,252,317$2,190,414▼ $61,903
Total Assets$2,252,317$2,190,414▼ $61,903
Liabilities
Grants Payable$600,000$581,000▼ $19,000
Other Liabilities$50,000$25,000▼ $25,000
Accounts Payable and Accrued Expenses$5,125$5,160▲ $35
Total Liabilities$655,125$611,160▼ $43,965
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,597,192$1,579,254▼ $17,938
Total Net Assets Fund Balance$1,597,192$1,579,254▼ $17,938
Total Liabilities and Net Assets / Fund Balance$2,252,317$2,190,414▼ $61,903

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$25,000--
Compensation and Service Providers

Employees

NameTitleOtherTotal
Julie Ann SklaverSecretary$143,675$143,675

Board Members and Trustees

NameTitle
Andrew GlickPresident
Jonathan GlickVice President
Nancy S GlickVice President
Dr Steven B NasatirDirector
James a PinkstonAssistant Treasurer
Peter ChiswickAssistant Treasurer
David S RosenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$-26,297
Other Revenue
$0
Change in Net Assets
$-270,565
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$231,000
Other Expenses$13,268
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$231,000--$231,000
Fees for Service Investment Mgmnt Fees-$8,098-$8,098
Fees for Services Accounting-$5,160-$5,160
Other Expenses-$10-$10
Total Functional Expenses$231,000$13,268$0$244,268
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jewish United Fund of Metropolitan ChicagoChicago, IL501(c)(3)General Operating Support$175,000
American Friends of the Hebrew University IncNew York, NY501(c)(3)General Operating Support$50,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Jewish Federation of Metropolitan Chicago$25,000
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

Andrew glick and nancy s. Glick have a family 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
Lawrence E & Nancy S Glick Foundation
EIN
36-3662985
Phone
3123574790
Address
30 SOUTH WELLS STREET 4049, CHICAGO, IL 60606

Signing Officer

Name
David S Rosen
Title
Treasurer
Phone
3123574790
Signed
2025-03-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy S Glick
Formed
1989
Legal Domicile
Il
Voting Board Members
5
Independent Board Members
2
Employees
0
Volunteers
2

Preparer

Firm
Plante & Moran Pllc
Address
10 S RIVERSIDE PLAZA 9TH FLOOR, CHICAGO, IL 60606
Preparer
David Lowenthal
Phone
3122071040
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

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 consolidated financial statements. Under this guidance, the federation 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. Examples of tax positions include the tax-exempt status of the federation and various positions related to the potential sources of unrelated business taxable income. The tax benefits recognized in the consolidated financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. There were no unrecognized tax benefits identified or recorded as liabilities for the reporting periods covered by these consolidated financial statements.

Raw XML AppendixShowing 400 of 982 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/BOYAmt05125
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt05160
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE FOUNDATION WAS ORGANIZED TO FOSTER, PROMOTE, SUPPORT, DEVELOP, ENCOURAGE AND MAINTAIN THE BROAD CHARITABLE, EDUCATIONAL, AND/OR RELIGIOUS PURPOSES OF THE JEWISH FEDERATION OF METROPOLITAN CHICAGO AND THE FOUNDATION AS AUTHORIZED IN THEIR BY-LAWS.
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/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0231000
IRS990/CYInvestmentIncomeAmt0-26297
IRS990/CYOtherExpensesAmt013268
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-270565
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0244268
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0-26297
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE FOUNDATION MAKES GRANTS TO CHARITABLE ORGANIZATIONS, ALL OF WHICH ARE TAX-EXEMPT UNDER THE IRC SECTION 501(C)(3) AND MEET THE GUIDELINES OF ITS BY-LAWS AND THOSE OF THE JEWISH FEDERATION OF METROPOLITAN CHICAGO.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0231000
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05160
IRS990/FeesForServicesAccountingGrp/TotalAmt05160
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt08098
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt08098
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt049.70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt139.70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt437.70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt549.70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt649.70
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
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/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt080133
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt132373
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt422729
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt548056
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt638508
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID S ROSEN
IRS990/Form990PartVIISectionAGrp/PersonNm1JULIE ANN SKLAVER
IRS990/Form990PartVIISectionAGrp/PersonNm2ANDREW GLICK
IRS990/Form990PartVIISectionAGrp/PersonNm3NANCY S GLICK
IRS990/Form990PartVIISectionAGrp/PersonNm4DR STEVEN B NASATIR
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES A PINKSTON
IRS990/Form990PartVIISectionAGrp/PersonNm6PETER CHISWICK
IRS990/Form990PartVIISectionAGrp/PersonNm7JONATHAN GLICK
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/ReportableCompFromRltdOrgAmt0444304
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1111302
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4548950
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5304536
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6233080
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-44674
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt0231000
IRS990/GrantsPayableGrp/BOYAmt0600000
IRS990/GrantsPayableGrp/EOYAmt0581000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0231000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0231000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt018377
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt018377
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt018377
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02252317
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02190414
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt044674
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FOUNDATION WAS ORGANIZED TO FOSTER, PROMOTE, SUPPORT, DEVELOP, ENCOURAGE AND MAINTAIN THE SPECIFIC CHARITABLE, EDUCATIONAL, OR RELIGIOUS PURPOSES OR FUNCTIONS, OR AS AUTHORIZED IN THE CHARTER OF THE JEWISH FEDERATION OF METROPOLITAN CHICAGO.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01597192
IRS990/NetAssetsOrFundBalancesEOYAmt01579254
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-44674
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-44674
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0252627
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01597192
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01579254
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FILING FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010
IRS990/OtherExpensesGrp/TotalAmt010
IRS990/OtherLiabilitiesGrp/BOYAmt050000
IRS990/OtherLiabilitiesGrp/EOYAmt025000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0NANCY S GLICK
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0156000
IRS990/PYInvestmentIncomeAmt053445
IRS990/PYOtherExpensesAmt012907
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-115462
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0168907
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt053445
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-270565
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
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/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd01
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 THE 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, LINE 6:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0362167761
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0175000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0JEWISH FEDERATION OF METROPOLITAN CHICAGO
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0175000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt025000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO JEWISH FEDERATION OF METROPOLITAN CHICAGO
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02165414
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt125000
IRS990ScheduleD/OtherSecuritiesGrp/Desc0JEWISH FEDERATION OF METROPOLITAN CHICAGO POOLED INVESTMENT FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1STATE OF ISRAEL BONDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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 CONSOLIDATED FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE FEDERATION 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. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE FEDERATION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. THE TAX BENEFITS RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR THE REPORTING PERIODS COVERED BY THESE CONSOLIDATED FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt02190414
IRS990ScheduleD/TotalLiabilityAmt025000
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0175000
IRS990ScheduleI/RecipientTable/CashGrantAmt150000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0JEWISH UNITED FUND OF METROPOLITAN CHICAGO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1AMERICAN FRIENDS OF THE HEBREW UNIVERSITY INC
IRS990ScheduleI/RecipientTable/RecipientEIN0362167034
IRS990ScheduleI/RecipientTable/RecipientEIN1131568923
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt030 SOUTH WELLS STREET SUITE 4049
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1199 WATER STREET 11TH FLOOR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHICAGO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1NEW YORK
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060607
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd110038
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/Total501c3OrgCnt02
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/CompensationBasedOnRltdOrgsAmt0476273
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1408723
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2304374
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3226930
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt129284
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt04155
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt161139
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt229062
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt330077
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt018968
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt119770
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt219977
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt39148
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt072677
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt135581
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt2162
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt36150
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DR STEVEN B NASATIR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DAVID S ROSEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2JAMES A PINKSTON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3PETER CHISWICK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2ASSISTANT TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3ASSISTANT TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0572073
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1525213
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2353575
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3272305
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0STEVEN 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 IN CONNECTION WITH THE VESTING OF THIS BENEFIT. 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 BEGINNING IN 2018 AND ENDING IN 2028. IN 2017, THE JEWISH FEDERATION ENTERED INTO A SECOND AGREEMENT WITH DAVID ROSEN WHICH PROVIDES FOR ANNUAL PAYMENTS OF $25,000 BEGINNING IN 2022 AND ENDING IN 2032. IN TOTAL, DAVID ROSEN RECEIVED $50,000 OF DISTRIBUTIONS FROM SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS IN 2023.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 4B
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ANDREW GLICK AND NANCY S. GLICK HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE VOTING MEMBERS OF THE GOVERNING BODY REVIEWED THE FORM 990 PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FINANCIAL 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).
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd1N/A

Document Assets

No mirrored PDF or thumbnail assets are attached yet.