Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2018
Open to Public Inspection
A For the 2019 calendar year, or tax year beginning 01-01-2018 , and ending 12-31-2018
BCheck if applicable:
CName of organization
Jewish United Fund of Metropolitan
Chicago
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
30 South Wells No 4049
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Chicago, IL60606
D Employer identification number

36-2167034
E Telephone number

(312) 357-4790
G Gross receipts $ 126,174,647
F Name and address of principal officer:
Steven B Nasatir
30 South Wells No 4049
Chicago,IL60606
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.JUF.org
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1949
M State of legal domicile: IL
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: JUF is the Chicago Jewish community's central philanthropy, funding wide-ranging services.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 91
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 88
5 Total number of individuals employed in calendar year 2018 (Part V, line 2a) ...... 5 611
6 Total number of volunteers (estimate if necessary) ............. 6 10,136
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 597,889
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 238,175
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 127,924,342 97,348,743
9 Program service revenue (Part VIII, line 2g) ......... 7,014,753 7,576,309
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 2,911,811 11,614,137
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -890,522 -1,027,552
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 136,960,384 115,511,637
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 75,684,629 78,946,254
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 13,238,111 13,787,716
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 31,637 27,143
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet8,002,799    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 12,585,482 13,497,332
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 101,539,859 106,258,445
19 Revenue less expenses. Subtract line 18 from line 12....... 35,420,525 9,253,192
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 226,420,534 226,925,534
21 Total liabilities (Part X, line 26)............. 96,952,039 102,162,300
22 Net assets or fund balances. Subtract line 21 from line 20..... 129,468,495 124,763,234
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet 2019-11-11
Signature of officer Date
JumboBullet James A PinkstonVP of Accounting
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
 
PTIN
P00052725
Firm's name MediumBullet
RSM US LLP
 
Firm's EIN MediumBullet42-0714325
Firm's address MediumBullet
1 S Wacker Drive Ste 800
 
Chicago, IL60606
Phone no. (312) 634-3400
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2018)
Page 2
Form 990 (2018)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: JUF provides critical resources that bring food, refuge, health care, education and emergency assistance to over 500,000 Chicagoans of all faiths and millions of Jews in Israel and around the world, funding a network of nearly 70 agencies and programs.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 41,770,846 including grants of $ 41,770,846 ) (Revenue $ 821,014 )
Allocations (Local) - The Jewish United Fund of Metropolitan Chicago (JUF) conducts fundraising activities by means of annual calendar year campaigns and makes allocations to Jewish Federation of Metropolitan Chicago (JF) and Jewish Federations of North America (JFNA). Through its allocation to JF, JUF supports various nonprofit organizations in the Chicago area that provide assistance to people of all faiths, including hot meals and groceries, utility and rent assistance, prescriptions and medical care for impoverished families; job training and placement for people who are out of work; multi-faceted, specialized support services for people with disabilities; support services for Holocaust survivors; assisted living, specialized Alzheimer's care and transportation for seniors; respite services for caregivers of frail seniors and people with disabilities; counseling, prevention and intervention services for troubled teens; and an entire continuum of prevention and therapeutic services for individuals and families in crisis.Because the Jewish United Fund of Metropolitan Chicago and the Jewish Federation of Metropolitan Chicago are so closely linked in numerous ways (combined Board of Directors, shared professional staff, shared office space, etc.), and because JUF provides an annual, multi-million dollar allocation to the Jewish Federation, we measure and report our program and service results jointly for the combined JUF/Federation enterprise, which are summarized below:2018 IMPACT: PROVIDING HUMAN SERVICESLocal- 584,744 meals, food bags and grocery cards were delivered to needy local Jews. - 5,747 households received $7.45 million in emergency financial aid to pay for housing, healthcare and other critical needs - a 25% increase in dollars and a 7% increase in the number of people helped over 2017.- 2,000 Holocaust survivors maximized their independence through in-home services, emergency financial assistance, group support, advocacy and socialization.- 2,256 people with disabilities received intensive, holistic support.- 1,749 workers benefited from job placement services, including 503 workers who secured paid jobs.- 39,935 individuals received free or highly-subsidized mental and physical healthcare.- 384 low-income families received free or subsidized legal assistance.- 30,403 Jews from across the world began new lives of freedom in Israel.- 17,849 new olim were assisted with absorption services: job preparation & placement, language skills, housing and socialization to help them integrate into Israeli society.- 6,500 disadvantaged Israeli youth in Kiryat Gat-Lachish-Shafir were immersed in holistic enrichment and educational programming designed to close the socioeconomic gap and ensure their future success. - 87,842 impoverished elderly throughout the countries of the former Soviet Union received food, medicine and heating fuel to sustain them. 2018 IMPACT: CULTIVATING JEWISH LEARNING, IDENTITY, & CONNECTION- 15,897 children and youth engaged in Jewish learning and built stronger Jewish identities through formal and informal Jewish educational experiences.- 3,189 (73%) of Jewish day school students received scholarships and/or tuition assistance. - 1,159 children received nearly $800,000 in Jewish summer camp scholarships.- 972 children received $1.5 million in financial assistance or subsidies for Jewish early childhood educational experiences.- 9,952 families with young children received free, monthly Jewish books and music through JUF's PJ Library and PJ Our Way programs.- 3,400 teens connected to community through JUF-supported programs focused on engaging the next generation.- 1,813 Jewish young adults went on free trips to Israel courtesy of JUF Birthright Israel, strengthening their connection to the Jewish homeland.- 851 youth and young adults received JUF-supported scholarships that helped them afford pivotal educational experiences in Israel.- 58 college students participated in interfaith leadership trips to Israel. - 150 students participated in Onward Israel internships over the summer.- 58 participants from area high schools engaged in Write-On for Israel, an intensive, two-year Israel advocacy training program for upperclassmen. - 500 teens studied Hebrew at Chicago-area public high schools - the most of any city in the nation.- 7,800 students and community members participated in pro-Israel college events and Israel advocacy programs through JUF's Israel Education Center and Hillel.- 6,575 college students participated in Jewish life on Illinois campuses.- 4,600 young adults attended JUF-sponsored education, advocacy, fundraising and outreach events, setting them on the path to Jewish involvement.- 950 Russian-speaking young professionals and 376 young families were engaged in 111 customized Jewish projects, programs or events to connect with each other, the broader Jewish community, and their own Jewish identity.- 10,136 Jews of all ages volunteered through JUF's TOV Volunteer Network, other JUF programs and throughout our network of Jewish communal agencies - for a total of 143,214 volunteer hours of hands-on assistance from serving meals to people in need to tutoring at-risk children. - 96,000 visitors came to Oy!Chicago, the outreach blog for local 20- to 30-somethings.
4b (Code:   ) (Expenses $ 39,354,081 including grants of $ 37,170,408 ) (Revenue $ 2,088,946 )
Allocations (Overseas) - Through its allocation to JFNA, JUF supports services to millions of individuals in Israel and 70 other countries. These range from basic social service programs addressing needs of all age groups to formal and informal Jewish education/identity development. The major beneficiary organizations which engage in overseas work through support from JFNA are the American Jewish Joint Distribution Committee, the Jewish Agency for Israel and the World ORT.
4c (Code:   ) (Expenses $ 792,247 including grants of $ 5,000 ) (Revenue $ 37,269 )
Community Relations - Through its support of the Jewish Community Relations Council (JCRC), JUF coordinates the collective policies and programs among 43 constituent Jewish organizations active in public affairs/community relations work. JCRC educates and mobilizes the Jewish community for action through JUF and those constituent groups on internal and domestic issues ranging from Israel advocacy to combatting anti-Semitism, and works to strengthen our community's intergroup relations (interfaith, interethnic, etc.). JCRC activities and engagement take place with the media, campuses, government, foreign diplomats and religious and civic leaders.
(Code:   ) (Expenses $ 686,277 including grants of $   ) (Revenue $ 315,678 )
Budget and Planning - Review/evaluate programs and budgets of grantee organizations, all of which are tax-exempt organizations under Section 501(c)(3). Allocations are made based on need and funds available.
(Code:   ) (Expenses $ 944,033 including grants of $   ) (Revenue $ 597,890 )
JUF News: JUF News is Chicago's largest circulation Jewish community publication. It is published monthly and offers features, profiles, news and commentaries about key facets of Jewish life locally, in Israel and around the world.
(Code:   ) (Expenses $ 949,687 including grants of $   ) (Revenue $ 3,151 )
Communications: Fifty percent of the Communications Department expenses are allocated to program services. The JUF Communications Department works to ensure that JUF/Federation maintains a strong media profile and serves effectively as the public voice for Chicago's Jewish community.
(Code:   ) (Expenses $ 3,876,048 including grants of $   ) (Revenue $ 3,712,361 )
Israel office and other programs: The organization maintains a small office in Israel with four employees. The Israel office expense and employee salaries are paid to Jewish Federations of North America, which is based in New York, and is the umbrella organization for all Jewish Federations in North America. The Israel office coordinates educational missions and monitors Israeli programs that are funded by JUF. JUF coordinates missions to Israel, Russia, Poland and various other countries in order to give donors the opportunity to travel with other Chicagoans to Jewish communities all over the world and see JUF dollars at work. The missions also allow individuals to visit with people who live in Israel and other countries, explore family roots and learn about worldwide Jewish culture. Missions give participants the opportunity to see first-hand what can be accomplished by the Jewish people when our energy and resources are operating at full capacity. JUF pays for certain mission travel expenses and then participants reimburse JUF for the costs. The revenue and expenses of missions are reported on the 990 on a gross basis.
4d Other program services (Describe in Schedule O.)
(Expenses $ 6,456,045 including grants of $   ) (Revenue $ 4,629,080 )
4e Total program service expensesMediumBullet88,373,219
Form 990 (2018)
Page 3
Form 990 (2018)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part IClick to see attachment.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment..............
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment.................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment..................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part IIIClick to see attachment.............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
Yes
 
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....Click to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I(see instructions) ....Click to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................Click to see attachment
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
 
No
Form 990 (2018)
Page 4
Form 990 (2018)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV
........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II...........
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
61
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2018)
Page 5
Form 990 (2018)
Page 5
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
611
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
Yes
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? If "Yes," see instructions and file Form 4720, Schedule N .....
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income?
If "Yes," complete Form 4720, Schedule O ................
16
 
No
Form 990 (2018)
Page 6
Form 990 (2018)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
91
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
88
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
IL
18
Section 6104 requires an organization to make its Form 1023 (or 1024-A if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletJames A Pinkston30 South Wells Ste 4049   Chicago,IL60606 (312) 357-4790
Form 990 (2018)
Page 7
Form 990 (2018)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Steven B Nasatir PhD......................................................................
President
38.00
.................
12.00
    X       782,666 260,889 73,033
(2) David S Rosen......................................................................
Senior Vice President - Endowments
10.00
.................
40.00
    X       0 387,349 180,965
(3) Michael Tarnoff......................................................................
Counselor to Pres., Former Officer
10.00
.................
10.00
          X 0 176,013 10,150
(4) Rabbi Louis A Lazovsky......................................................................
Vice President - Human Resources
40.00
.................
10.00
      X     199,148 49,787 186,222
(5) Jay Tcath......................................................................
Executive Vice President
25.00
.................
25.00
    X       166,182 172,966 74,700
(6) Adina Torchman......................................................................
Assoc. VP-Fin. Resource Development
40.00
.................
 
        X   181,242 0 74,082
(7) David S Rubovits PhD......................................................................
Senior VP - Planning & Allocations
39.00
.................
11.00
    X       179,267 70,478 68,925
(8) Boaz Blumovitz......................................................................
Chief Financial Officer
22.50
.................
27.50
    X       144,840 144,841 24,578
(9) James Rosenberg......................................................................
Chief of Staff
40.00
.................
10.00
    X       250,260 0 49,090
(10) James A Pinkston......................................................................
Vice President - Accounting
20.00
.................
30.00
    X       194,807 64,936 25,665
(11) Peter Chiswick......................................................................
Controller
25.00
.................
25.00
    X       196,271 0 117,598
(12) David Prystowsky......................................................................
Vice President - Campaign
50.00
.................
 
    X       215,728 0 29,916
(13) Deborah Covington......................................................................
VP, Planning & Allocations
40.00
.................
10.00
    X       131,272 20,312 100,017
(14) Joy Schwartz......................................................................
Vice President - Communications
40.00
.................
 
        X   247,546 0 13,064
(15) Stuart Spector......................................................................
Vice President - Campaign
50.00
.................
 
        X   180,203 0 41,646
(16) Jeffrey L Cohen......................................................................
Sr. Develop. Advisor, Former Officer
6.00
.................
14.00
          X 55,377 117,675 0
(17) Kedar Potdar......................................................................
Vice President - Technology
50.00
.................
 
        X   189,947 0 14,506
Form 990 (2018)
Page 8
Form 990 (2018)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Audra P Berg........................................................................
VP, Leadership Eng. & Board Rel.
8.50
.......................41.50
    X       42,214 98,501 23,025
(19) Robert Schuckman........................................................................
Vice President - General Counsel
10.00
.......................40.00
    X       40,172 160,686 61,914
(20) Shirley Dvorin........................................................................
Senior Assoc. VP - Human Resources
50.00
.......................  
        X   173,725 0 102,553
(21) Andrew S Hochberg........................................................................
Chairman
10.00
.......................10.00
X   X       0 0 0
(22) Wendy Berger........................................................................
Vice Chairman
5.00
.......................5.00
X   X       0 0 0
(23) Mark Chudacoff........................................................................
Vice Chairman
5.00
.......................5.00
X   X       0 0 0
(24) Bruce I Ettelson........................................................................
Vice Chairman
5.00
.......................5.00
X   X       0 0 0
(25) Linda Schottenstein Fisher........................................................................
Vice Chairman
5.00
.......................5.00
X   X       0 0 0
(26) David Golder........................................................................
Vice Chairman
5.00
.......................5.00
X   X       0 0 0
(27) King W Harris........................................................................
Vice Chairman
5.00
.......................5.00
X   X       0 0 0
(28) Marcie B Hemmelstein........................................................................
Vice Chairman
5.00
.......................5.00
X   X       0 0 0
(29) Marc Roth........................................................................
Vice Chairman
5.00
.......................5.00
X   X       0 0 0
(30) Kim Shwachman........................................................................
Vice Chairman
5.00
.......................5.00
X   X       0 0 0
(31) Morris Silverman........................................................................
Vice Chairman
5.00
.......................5.00
X   X       0 0 0
(32) Marc Spellman........................................................................
Vice Chairman
5.00
.......................5.00
X   X       0 0 0
(33) Pam F Szokol........................................................................
Vice Chairman
5.00
.......................5.00
X   X       0 0 0
(34) Andrea R Yablon........................................................................
Vice Chairman
5.00
.......................5.00
X   X       0 0 0
(35) Cindy Kaplan........................................................................
Treasurer
5.00
.......................5.00
X   X       0 0 0
(36) Linda B Ginsburg........................................................................
Assistant Treasurer
5.00
.......................5.00
X   X       0 0 0
(37) Gita Berk........................................................................
Secretary
5.00
.......................5.00
X   X       0 0 0
(38) Jason Peltz........................................................................
Assistant Secretary
5.00
.......................5.00
X   X       0 0 0
(39) Wendy C Abrams........................................................................
Director
0.50
.......................0.50
X           0 0 0
(40) Jeremy Amster........................................................................
Director
0.50
.......................0.50
X           0 0 0
(41) Peter B Bensinger Jr........................................................................
Director
0.50
.......................0.50
X           0 0 0
(42) Robert J Bond........................................................................
Director
0.50
.......................0.50
X           0 0 0
(43) David T Brown........................................................................
Director
0.50
.......................0.50
X           0 0 0
(44) Rabbi Alex Felch........................................................................
Director
0.50
.......................0.50
X           0 0 0
(45) Robert Ferencz........................................................................
Director
0.50
.......................0.50
X           0 0 0
(46) Michael T Fishman........................................................................
Director
0.50
.......................0.50
X           0 0 0
(47) Jason Friedman........................................................................
Director
0.50
.......................0.50
X           0 0 0
(48) Andrew Glick........................................................................
Director
0.50
.......................0.50
X           0 0 0
(49) David Goldenberg........................................................................
Director
0.50
.......................0.50
X           0 0 0
(50) Craig Goldsmith........................................................................
Director
0.50
.......................0.50
X           0 0 0
(51) Jordan T Goodman........................................................................
Director
0.50
.......................0.50
X           0 0 0
(52) Dana Gordon........................................................................
Director
0.50
.......................0.50
X           0 0 0
(53) Steven M Greenbaum........................................................................
Director
0.50
.......................0.50
X           0 0 0
(54) Hilary Greenberg........................................................................
Director
0.50
.......................0.50
X           0 0 0
(55) Andrea Grostern........................................................................
Director
0.50
.......................0.50
X           0 0 0
(56) Joshua B Herz........................................................................
Director
0.50
.......................0.50
X           0 0 0
(57) Scott Heyman........................................................................
Director
0.50
.......................0.50
X           0 0 0
(58) Dana Westreich Hirt........................................................................
Director
0.50
.......................0.50
X           0 0 0
(59) Sheri Hokin........................................................................
Director
0.50
.......................0.50
X           0 0 0
(60) Lisa Jericho........................................................................
Director
0.50
.......................0.50
X           0 0 0
(61) Cathy Kahn........................................................................
Director
0.50
.......................0.50
X           0 0 0
(62) Linda Kellough........................................................................
Director
0.50
.......................0.50
X           0 0 0
(63) Ari Klein........................................................................
Director
0.50
.......................0.50
X           0 0 0
(64) Ann-Louise Kleper........................................................................
Director
0.50
.......................0.50
X           0 0 0
(65) Steven H Lavin........................................................................
Director
0.50
.......................0.50
X           0 0 0
(66) Jane Cadden Lederman........................................................................
Director
0.50
.......................0.50
X           0 0 0
(67) Jennifer Leemis........................................................................
Director
0.50
.......................0.50
X           0 0 0
(68) Brian J Levinson........................................................................
Director
0.50
.......................0.50
X           0 0 0
(69) Laurie Lustbader........................................................................
Director
0.50
.......................0.50
X           0 0 0
(70) Marisa Mandrea........................................................................
Director
0.50
.......................0.50
X           0 0 0
(71) Lindsey P Markus........................................................................
Director
0.50
.......................0.50
X           0 0 0
(72) Hon Sidney H Mathias........................................................................
Director
0.50
.......................0.50
X           0 0 0
(73) Yosef Meystel........................................................................
Director
0.50
.......................0.50
X           0 0 0
(74) Lee I Miller........................................................................
Director
0.50
.......................0.50
X           0 0 0
(75) Steven N Miller........................................................................
Director
0.50
.......................0.50
X           0 0 0
(76) Rabbi Joseph S Ozarowski........................................................................
Director
0.50
.......................0.50
X           0 0 0
(77) Ross S Pearlstein........................................................................
Director
0.50
.......................0.50
X           0 0 0
(78) Theodore F Perlman........................................................................
Director
0.50
.......................0.50
X           0 0 0
(79) Neal H Price........................................................................
Director
0.50
.......................0.50
X           0 0 0
(80) Joshua Rinkov........................................................................
Director
0.50
.......................0.50
X           0 0 0
(81) Elliot Robinson........................................................................
Director
0.50
.......................0.50
X           0 0 0
(82) David Rosenbaum........................................................................
Director
0.50
.......................0.50
X           0 0 0
(83) Lisa Rosenkranz........................................................................
Director
0.50
.......................0.50
X           0 0 0
(84) Avi Rothner........................................................................
Director
0.50
.......................0.50
X           0 0 0
(85) Eric A Rothner........................................................................
Director
0.50
.......................0.50
X           0 0 0
(86) Gail L Rudo........................................................................
Director
0.50
.......................0.50
X           0 0 0
(87) Michael J Sacks........................................................................
Director
0.50
.......................0.50
X           0 0 0
(88) Susan Sacks........................................................................
Director
0.50
.......................0.50
X           0 0 0
(89) Charlene K Sales........................................................................
Director
0.50
.......................0.50
X           0 0 0
(90) Julie Dann Schneider........................................................................
Director
0.50
.......................0.50
X           0 0 0
(91) Max Schrayer........................................................................
Director
0.50
.......................0.50
X           0 0 0
(92) Harry J Seigle........................................................................
Director
0.50
.......................0.50
X           0 0 0
(93) Midge Perlman Shafton........................................................................
Director
0.50
.......................0.50
X           0 0 0
(94) David A Sherman........................................................................
Director
0.50
.......................0.50
X           0 0 0
(95) Devra Resnick Shutan........................................................................
Director
0.50
.......................0.50
X           0 0 0
(96) Susan B Silver........................................................................
Director
0.50
.......................0.50
X           0 0 0
(97) Bill Silverstein........................................................................
Director
0.50
.......................0.50
X           0 0 0
(98) Judy L Smith........................................................................
Director
0.50
.......................0.50
X           0 0 0
(99) Alan P Solow........................................................................
Director
0.50
.......................0.50
X           0 0 0
(100) Phyllis Tabachnick........................................................................
Director
0.50
.......................0.50
X           0 0 0
(101) Bruce Taylor........................................................................
Director
0.50
.......................0.50
X           0 0 0
(102) Alex Turik........................................................................
Director
0.50
.......................0.50
X           0 0 0
(103) Marilyn Vender........................................................................
Director
0.50
.......................0.50
X           0 0 0
(104) Joseph Wolf........................................................................
Director
0.50
.......................0.50
X           0 0 0
(105) Michael H Zaransky........................................................................
Director
0.50
.......................0.50
X           0 0 0
(106) Alex Entratter........................................................................
Ex-Officio
0.50
.......................0.50
X           0 0 0
(107) Lori Goldberg........................................................................
Ex-Officio
0.50
.......................0.50
X           0 0 0
(108) Deborah Schrayer Karmin........................................................................
Ex-Officio
0.50
.......................0.50
X           0 0 0
(109) Adrienne J Kriezelman........................................................................
Ex-Officio
0.50
.......................0.50
X           0 0 0
(110) Mike Schwartz........................................................................
Ex-Officio
0.50
.......................0.50
X           0 0 0
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 3,570,867 1,724,433 1,271,649
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet38
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
AV Chicago Inc

619 Taylor Street
Chicago,IL60607
Audio Visual Services 524,682
Gil Travel

1511 Walnut Street
Philadelphia,PA19102
Travel Consulting and Booking 462,178
Maantic Inc

1202 Kifer Road
Sunnyvale,CA94086
Technology Consulting 385,547
RSM US LLP

1 S Wacker Drive Suite 800
Chicago,IL60606
Auditing Services 335,653
JB Kenehan

PO Box 310471
Des Moines,IA50331
Publication Services 325,805
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet11
Form 990 (2018)
Page 9
Form 990 (2018)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 6,732,000
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 90,616,743
g Noncash contributions included in lines 1a - 1f:$ 4,431,875
h Total. Add lines 1a-1f.......MediumBullet 97,348,743
 Program Service RevenueAmt Business Code
2a Program Fees 561000 3,821,974 3,821,974    
b Service Fees 561000 3,156,446 3,156,446    
c JUF News Advertising 541800 597,889   597,889  
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f ....MediumBullet 7,576,309
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ......MediumBullet 381,777     381,777
4 Income from investment of tax-exempt bond proceedsMediumBullet        
5 Royalties...........MediumBullet        
(ii) Personal (i) Real
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss)......MediumBullet        
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   20,108,053
b Less: cost or other basis and sales expenses   8,875,693
c Gain or (loss)   11,232,360
d Net gain or (loss).....MediumBullet 11,232,360     11,232,360
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
a 759,765
b Less: direct expenses ...b 1,787,317
c Net income or (loss) from fundraising events..MediumBullet -1,027,552   -1,027,552
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities..MediumBullet        
10a Gross sales of inventory, less
returns and allowances ..
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Business Code Miscellaneous Revenue
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet  
12 Total revenue. See Instructions......MediumBullet 115,511,637 6,978,420 597,889 10,586,585
Form 990 (2018)
Page 10
Form 990 (2018)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 78,946,254 78,946,254
2 Grants and other assistance to domestic individuals. See Part IV, line 22    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, line 15 and 16.    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 3,039,935 866,093 1,244,188 929,654
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 61,529   61,529  
7 Other salaries and wages 7,576,078 2,158,463 3,100,745 2,316,870
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 2,661,551 742,116 1,259,050 660,385
9 Other employee benefits ....... 269,174 74,537 110,522 84,115
10 Payroll taxes ........... 179,449 49,691 73,681 56,077
11 Fees for services (non-employees):        
a Management ...... 528,141 524,670 3,471  
b Legal ......... 79,696 1,258 76,900 1,538
c Accounting ........... 106,340 1,785 104,555  
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17 27,143 27,143
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 428,872 206,358 130,609 91,905
12 Advertising and promotion .... 16,694 10,539   6,155
13 Office expenses ....... 1,496,934 1,071,405 131,393 294,136
14 Information technology ...... 1,135,014 156,847 826,634 151,533
15 Royalties ..        
16 Occupancy ........... 1,688,209 313,937 961,057 413,215
17 Travel ............ 193,386 97,608 37,787 57,991
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 16,379 16,379    
19 Conferences, conventions, and meetings .... 311,141 102,445 165,994 42,702
20 Interest ........... 321,275 176,519 144,756  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 2,848,310 513,135 1,288,349 1,046,826
23 Insurance ... 74,085   74,085  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Missions-Before Income 2,167,294 2,167,294    
b Events-Before Income 1,845,116 85,785   1,759,331
c Temporary Help 42,594 16,679 6,196 19,719
d Photo/Illustration 30,561 19,240   11,321
e All other expenses 167,291 54,182 80,926 32,183
25 Total functional expenses. Add lines 1 through 24e 106,258,445 88,373,219 9,882,427 8,002,799
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2018)
Page 11
Form 990 (2018)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 7,414,147 1 8,519,823
2 Savings and temporary cash investments .........   2  
3 Pledges and grants receivable, net ...... 50,569,535 3 51,429,320
4 Accounts receivable, net ............. 446,717 4 441,883
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L .............
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L ..............
  6  
7 Notes and loans receivable, net ....   7  
8 Inventories for sale or use ........   8  
9 Prepaid expenses and deferred charges ...... 2,927,340 9 2,765,961
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 15,863,459
b Less: accumulated depreciation 10b 14,751,457 3,856,560 10c 1,112,002
11 Investments—publicly traded securities .   11  
12 Investments—other securities. See Part IV, line 11 ..... 130,737,633 12 133,700,183
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ...............   14  
15 Other assets. See Part IV, line 11 ........... 30,468,602 15 28,956,362
16 Total assets. Add lines 1 through 15 (must equal line 34)... 226,420,534 16 226,925,534
Liabilities 17 Accounts payable and accrued expenses ..... 2,649,625 17 2,553,911
18 Grants payable ... 40,349,388 18 47,593,625
19 Deferred revenue ......... 1,374,662 19 959,162
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 52,578,364 25 51,055,602
26 Total liabilities. Add lines 17 through 25.. 96,952,039 26 102,162,300
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 69,524,018 27 71,158,396
28 Temporarily restricted net assets ........... 47,864,934 28 43,333,611
29 Permanently restricted net assets 12,079,543 29 10,271,227
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund ...   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 129,468,495 33 124,763,234
34 Total liabilities and net assets/fund balances ........ 226,420,534 34 226,925,534
Form 990 (2018)
Page 12
Form 990 (2018)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
115,511,637
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
106,258,445
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
9,253,192
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
129,468,495
5
Net unrealized gains (losses) on investments ...............
5
-14,402,500
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
444,047
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
124,763,234
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2018)
Form 990 (2018)
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