Civic Intelligence

Charles & Audrey Dann Charitable

EIN 36-4018189 • 501(c)3 • Chicago, IL

Profile

The Foundation is 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.

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

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

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

Liabilities / Revenue

35th percentile

0.02x

Higher debt load relative to revenue than 35% of similar nonprofits.

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

Net Margin

4th percentile

-82%

Higher net margin than 4% 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

9th percentile

-19%

Faster asset growth than 9% of similar nonprofits.

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

Revenue Growth

76th percentile

30%

Faster revenue growth than 76% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$1,463,022

Down $43,905 (-2.9%) from 2023

Liabilities

Up

$3,310

Up $35 (+1.1%) from 2023

Net Assets

Down

$1,459,712

Down $43,940 (-2.9%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin4th percentile

Revenue

Down

-$19,077

Down $55,005 (-153%) from 2023

Expenses

Up

$195,915

Up $15,710 (+8.7%) from 2023

Net Income

Down

-$214,992

Down $70,715 (-49%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth9th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,784,367Liabilities 2012: $3,125Net Assets 2012: $1,781,2422012Assets 2013: $1,871,273Liabilities 2013: $3,200Net Assets 2013: $1,868,0732013Assets 2014: $2,177,295Liabilities 2014: $8,400Net Assets 2014: $2,168,8952014Assets 2015: $2,043,773Liabilities 2015: $2,700Net Assets 2015: $2,041,0732015Assets 2016: $1,844,402Liabilities 2016: $2,940Net Assets 2016: $1,841,4622016Assets 2017: $1,870,721Liabilities 2017: $3,084Net Assets 2017: $1,867,6372017Assets 2018: $1,879,617Liabilities 2018: $3,050Net Assets 2018: $1,876,5672018Assets 2019: $1,792,646Liabilities 2019: $3,170Net Assets 2019: $1,789,4762019Assets 2020: $1,693,887Liabilities 2020: $3,170Net Assets 2020: $1,690,7172020Assets 2021: $1,919,822Liabilities 2021: $3,170Net Assets 2021: $1,916,6522021Assets 2022: $1,559,697Liabilities 2022: $3,225Net Assets 2022: $1,556,4722022Assets 2023: $1,506,927Liabilities 2023: $3,275Net Assets 2023: $1,503,6522023Assets 2024: $1,463,022Liabilities 2024: $3,310Net Assets 2024: $1,459,7122024

Highlighted filing

2024

Assets$1,463,022
Liabilities$3,310
Net Assets$1,459,712
Open 2024 Filing

Operations Trend

Revenue Growth76th percentile

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

$400K$200K$0-$200K-$400KExpenses 2012: $145,8632012Expenses 2013: $78,3772013Revenue 2014: $41,332Expenses 2014: $13,410Net Income 2014: $27,9222014Revenue 2015: $105,298Expenses 2015: $147,617Net Income 2015: -$42,3192015Revenue 2016: $34,262Expenses 2016: $136,778Net Income 2016: -$102,5162016Revenue 2017: $47,984Expenses 2017: $148,342Net Income 2017: -$100,3582017Revenue 2018: $182,488Expenses 2018: $141,945Net Income 2018: $40,5432018Revenue 2019: $83,633Expenses 2019: $151,848Net Income 2019: -$68,2152019Revenue 2020: $95,839Expenses 2020: $185,960Net Income 2020: -$90,1212020Revenue 2021: $100,071Expenses 2021: $186,266Net Income 2021: -$86,1952021Revenue 2022: $129,726Expenses 2022: $235,553Net Income 2022: -$105,8272022Revenue 2023: $35,928Expenses 2023: $180,205Net Income 2023: -$144,2772023Revenue 2024: -$19,077Expenses 2024: $195,915Net Income 2024: -$214,9922024

Highlighted filing

2024

Revenue-$19,077
Expenses$195,915
Net Income-$214,992
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,463,022
Liabilities
$3,310
Net assets
$1,459,712
Revenue
-$19,077
Expenses
$195,915
Net income
-$214,992
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.02$0.20$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.50$0.04$0.18$0.14
2022Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.13$0.24$0.11
2021Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.10$0.19$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.10$0.19$0.09
2019Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.08$0.15$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.18$0.14$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.05$0.15$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.03$0.14$0.10
2015Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.11$0.15$0.04
2014Detailed filing. Detailed filing data is available for this year.$2.18$0.01$2.17$0.04$0.01$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.87$0.00$1.87$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.78$0.00$1.78$0.15
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
$11,827
Mission and Program Overview

Mission

The Foundation is 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$1,506,927$1,463,022▼ $43,905
Total Assets$1,506,927$1,463,022▼ $43,905
Liabilities
Accounts Payable and Accrued Expenses$3,275$3,310▲ $35
Total Liabilities$3,275$3,310▲ $35
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,503,652$1,459,712▼ $43,940
Total Net Assets Fund Balance$1,503,652$1,459,712▼ $43,940
Total Liabilities and Net Assets / Fund Balance$1,506,927$1,463,022▼ $43,905

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,463,022--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Julie Dann SchneiderPresident
Lonnie NasatirVice President
Robert DannVice President
James a PinkstonAssistant Treasurer
Eric DevirSecretary
David S RosenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$-19,077
Other Revenue
$0
Change in Net Assets
$-214,992
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$187,100
Other Expenses$8,815
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$187,100--$187,100
Fees for Service Investment Mgmnt Fees-$5,495-$5,495
Fees for Services Accounting-$3,310-$3,310
Other Expenses-$10-$10
Total Functional Expenses$187,100$8,815$0$195,915
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jewish United Fund of Metropolitan ChicagoChicago, IL501(c)(3)General Operating Support$126,000
Jewish Federation of Metropolitan ChicagoChicago, IL501(c)(3)General Operating Support$48,600
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

“Julie dann schneider and robert dann 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
Charles & Audrey Dann Charitable
EIN
36-4018189
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
Julie Dann Schneider
Formed
1996
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 957 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.

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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, LINE 6:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0362167761
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0174600
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0JEWISH FEDERATION OF METROPOLITAN CHICAGO
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0174600
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01463022
IRS990ScheduleD/OtherSecuritiesGrp/Desc0JEWISH FEDERATION OF METROPOLITAN CHICAGO POOLED INVESTMENT FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
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/TotalBookValueSecuritiesAmt01463022
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0126000
IRS990ScheduleI/RecipientTable/CashGrantAmt148600
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/BusinessNameLine1Txt1JEWISH FEDERATION OF METROPOLITAN CHICAGO
IRS990ScheduleI/RecipientTable/RecipientEIN0362167034
IRS990ScheduleI/RecipientTable/RecipientEIN1362167761
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt030 SOUTH WELLS STREET SUITE 4049
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt130 SOUTH WELLS STREET SUITE 4049
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHICAGO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1CHICAGO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060606
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd160606
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/CompensationBasedOnRltdOrgsAmt0486401
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1408723
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2304374
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3135313
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/DeferredCompRltdOrgsAmt032205
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt161139
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt229062
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt311110
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt019830
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt119770
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt219977
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt316014
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt030015
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt135581
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt2162
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt3726
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LONNIE NASATIR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DAVID S ROSEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2JAMES A PINKSTON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3ERIC DEVIR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0VICE PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2ASSISTANT TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0568451
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1525213
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2353575
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3163163
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0DAVID 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 S. ROSEN RECEIVED $50,000 OF DISTRIBUTIONS FROM SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS IN 2023. 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.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 4B:
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JULIE DANN SCHNEIDER AND ROBERT DANN HAVE A FAMILY AND BUSINESS 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
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0T
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1T
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1IL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CHARITABLE TRUST
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1CHARITABLE TRUST
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0CHARITABLE REMAINDER UNITRUSTS (18)
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1CHARITABLE REMAINDER ANNUITY TRUSTS (2)
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd10
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0363174413
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN1451610644
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd10
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd1IL
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0REAL ESTATE
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt1SEE SCH. R, PART VII
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0255 REVERE DRIVE LP
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt1JFMC POOLED ENDOWMENT PORTFOLIO LLC
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt030 S WELLS SUITE 4049
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt130 S WELLS SUITE 4049
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0CHICAGO
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm1CHICAGO

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