Civic Intelligence

Helene Diamond & Jorde Nathan Family

EIN 36-4157242 • 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 purpose 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

32nd percentile

0.01x

Higher debt load relative to assets than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

79th percentile

0.42x

Higher debt load relative to revenue than 79% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

15th percentile

-18%

Higher net margin than 15% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

98th percentile

$668,514

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 1139.5% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

62nd percentile

8.3%

Faster asset growth than 62% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

24th percentile

-8.6%

Faster revenue growth than 24% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$2,346,198

Up $183,832 (+8.5%) from 2023

Liabilities

Down

$44,830

Down $44,350 (-50%) from 2023

Net Assets

Up

$2,301,368

Up $228,182 (+11%) from 2023

Operations
Liabilities / Revenue79th percentileNet Margin15th percentile

Revenue

Up

$64,210

Up $40,232 (+168%) from 2023

Expenses

Down

$91,673

Down $62,638 (-41%) from 2023

Net Income

Up

-$27,463

Up $102,870 (+79%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $410,420Liabilities 2012: $4,050Net Assets 2012: $406,3702012Assets 2013: $884,329Liabilities 2013: $17,700Net Assets 2013: $866,6292013Assets 2014: $1,217,414Liabilities 2014: $4,760Net Assets 2014: $1,212,6542014Assets 2015: $1,143,984Liabilities 2015: $4,310Net Assets 2015: $1,139,6742015Assets 2016: $1,209,804Liabilities 2016: $4,480Net Assets 2016: $1,205,3242016Assets 2017: $1,307,328Liabilities 2017: $4,560Net Assets 2017: $1,302,7682017Assets 2018: $1,452,283Liabilities 2018: $4,650Net Assets 2018: $1,447,6332018Assets 2019: $1,716,662Liabilities 2019: $304,680Net Assets 2019: $1,411,9822019Assets 2020: $1,602,846Liabilities 2020: $4,680Net Assets 2020: $1,598,1662020Assets 2021: $2,135,970Liabilities 2021: $4,680Net Assets 2021: $2,131,2902021Assets 2022: $2,008,399Liabilities 2022: $44,730Net Assets 2022: $1,963,6692022Assets 2023: $2,162,366Liabilities 2023: $89,180Net Assets 2023: $2,073,1862023Assets 2024: $2,346,198Liabilities 2024: $44,830Net Assets 2024: $2,301,3682024

Highlighted filing

2024

Assets$2,346,198
Liabilities$44,830
Net Assets$2,301,368
Open 2024 Filing

Operations Trend

Revenue Growth24th percentile

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

$400K$200K$0-$200KRevenue 2012: $183,312Expenses 2012: $39,502Net Income 2012: $143,8102012Expenses 2013: $80,6492013Revenue 2014: $314,749Expenses 2014: $94,487Net Income 2014: $220,2622014Revenue 2015: $77,995Expenses 2015: $93,301Net Income 2015: -$15,3062015Revenue 2016: $177,070Expenses 2016: $74,558Net Income 2016: $102,5122016Revenue 2017: $97,542Expenses 2017: $54,309Net Income 2017: $43,2332017Revenue 2018: $100,897Expenses 2018: $52,918Net Income 2018: $47,9792018Revenue 2019: $299,388Expenses 2019: $360,798Net Income 2019: -$61,4102019Revenue 2020: $28,587Expenses 2020: $41,636Net Income 2020: -$13,0492020Revenue 2021: $62,677Expenses 2021: $96,769Net Income 2021: -$34,0922021Revenue 2022: $347,834Expenses 2022: $118,858Net Income 2022: $228,9762022Revenue 2023: $23,978Expenses 2023: $154,311Net Income 2023: -$130,3332023Revenue 2024: $64,210Expenses 2024: $91,673Net Income 2024: -$27,4632024

Highlighted filing

2024

Revenue$64,210
Expenses$91,673
Net Income-$27,463
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$2,346,198
Liabilities
$44,830
Net assets
$2,301,368
Revenue
$64,210
Expenses
$91,673
Net income
-$27,463
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.35$0.04$2.30$0.06$0.09$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.16$0.09$2.07$0.02$0.15$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.01$0.04$1.96$0.35$0.12$0.23
2021Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.13$0.06$0.10$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.03$0.04$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.72$0.30$1.41$0.30$0.36$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.10$0.05$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.30$0.10$0.05$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.18$0.07$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.08$0.09$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.21$0.31$0.09$0.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.02$0.87$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.00$0.41$0.18$0.04$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 10, 2025
Return Version
2023v6.0
Gross Receipts
$64,210
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,146,926$2,345,252▲ $198,326
Savings and Temporary Cash Investments$15,440$946▼ $14,494
Total Assets$2,162,366$2,346,198▲ $183,832
Liabilities
Grants Payable$84,400$40,000▼ $44,400
Accounts Payable and Accrued Expenses$4,780$4,830▲ $50
Total Liabilities$89,180$44,830▼ $44,350
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,073,186$2,301,368▲ $228,182
Total Net Assets Fund Balance$2,073,186$2,301,368▲ $228,182
Total Liabilities and Net Assets / Fund Balance$2,162,366$2,346,198▲ $183,832
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleOtherTotal
Julie Ann SklaverAssistant Secretary$143,675$143,675

Board Members and Trustees

NameTitle
Jorde NathanPresident
Helene DiamondVice President
Max Robert Schrayer IiVice President
James a PinkstonAssistant Treasurer
Peter ChiswickAssistant Treasurer
Lonnie NasatirSecretary
David S RosenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$64,210
Other Revenue
$0
Change in Net Assets
$-27,463
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$59,710
Other Expenses$31,963
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$59,710--$59,710
Fees for Service Investment Mgmnt Fees-$27,123-$27,123
Fees for Services Accounting-$4,830-$4,830
Other Expenses-$10-$10
Total Functional Expenses$59,710$31,963$0$91,673
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jewish Federation of Metropolitan ChicagoChicago, IL501(c)(3)General Operating Support$30,000
Jewish United Fund of Metropolitan ChicagoChicago, IL501(c)(3)General Operating Support$20,350
Chicago Chesed FundLincolnwood, IL501(c)(3)General Operating Support$6,000
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
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

“Jorde nathan & helene diamond 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
Helene Diamond & Jorde Nathan Family
EIN
36-4157242
Phone
3123574790
Address
30 SOUTH WELLS STREET 4049, CHICAGO, IL 60606

Signing Officer

Name
David S Rosen
Title
Treasurer
Phone
3123574790
Signed
2025-04-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jorde Nathan
Formed
1997
Legal Domicile
Il
Voting Board Members
5
Independent Board Members
3
Employees
0
Volunteers
3

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 979 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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IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt015440
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0946
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 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/SupportAmt050350
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0JEWISH FEDERATION OF METROPOLITAN CHICAGO
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt050350
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FootnoteTextInd0X
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
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt020350
IRS990ScheduleI/RecipientTable/CashGrantAmt16000
IRS990ScheduleI/RecipientTable/CashGrantAmt230000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL OPERATING SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0JEWISH UNITED FUND OF METROPOLITAN CHICAGO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CHICAGO CHESED FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2JEWISH FEDERATION OF METROPOLITAN CHICAGO
IRS990ScheduleI/RecipientTable/RecipientEIN0362167034
IRS990ScheduleI/RecipientTable/RecipientEIN1363641111
IRS990ScheduleI/RecipientTable/RecipientEIN2362167761
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt030 SOUTH WELLS STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt17045 NORTH RIDGEWAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt230 SOUTH WELLS STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHICAGO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1LINCOLNWOOD
IRS990ScheduleI/RecipientTable/USAddress/CityNm2CHICAGO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1IL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060606
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd160712
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd260606
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FOUNDATION STAFF PERFORM DUE DILIGENCE ON ALL ORGANIZATIONS SEEKING GRANTS FROM THE FOUDATION AND REVIEW GRANT COMPLIANCE EACH YEAR.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt03
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/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/DeferredCompRltdOrgsAmt032205
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt161139
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt229062
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt330077
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt019830
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt119770
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt219977
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt39148
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt030015
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt135581
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt2162
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt36150
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LONNIE NASATIR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DAVID S ROSEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2JAMES A PINKSTON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3PETER CHISWICK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SECRETARY
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/TotalCompensationRltdOrgsAmt0568451
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1525213
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2353575
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3272305
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 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/ExplanationTxt0JORDE NATHAN & HELENE DIAMOND 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
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0T
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1T
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1IL

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