TY 2020 Form 990

F Name and address of principal officer:
Lonnie Nasatir
30 South Wells Street No 4049
Chicago,IL60606

I

Tax-exempt status: 501(c)(3) 501(c) ( ) LeftBullet

(insert no.) 4947(a)(1) or 527

J

Website:

www.JUF.org

H(a)

Is this a group return for
subordinates? Yes No

H(b)

Are all subordinates
included?

Yes No

If "No," attach a list. (see instructions)

H(c)

Group exemption number MediumBullet

Part I

Summary

Part II

Signature Block

Paid Preparer Use Only

Print/Type preparer's name

Preparer's signature

Date

Check if
self-employed

PTIN

Firm's name MediumBullet

Firm's EIN MediumBullet

Firm's address MediumBullet

Phone no.

Form 990 (2020)

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..............

Form 990 (2020)

Page 3

Part IV

Checklist of Required Schedules

Form 990 (2020)

Page 4

Part IV

Checklist of Required Schedules (continued)

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...........

Form 990 (2020)

Page 5

Part V

Statements Regarding Other IRS Filings and Tax Compliance (continued)

Form 990 (2020)

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

Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)

Section C. Disclosure

Form 990 (2020)

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

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)				(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
(A) Name and title
(1) Dr Steven B Nasatir PhD...................................................................... Executive Vice Chairman	8.00 ................. 30.00	X			462,298	42,945	15,794
(2) Lonnie Nasatir...................................................................... President	25.00 ................. 25.00	X			200,273	244,778	27,808
(3) Jay Tcath...................................................................... Executive Vice President	25.00 ................. 25.00	X			145,914	185,709	84,642
(4) David S Rosen...................................................................... Senior VP - Endowments	40.00 ................. 10.00	X			408,789	0	37,679
(5) Rabbi Louis A Lazovsky...................................................................... Vice President - Human Resources	40.00 ................. 10.00		X		27,033	243,294	95,437
(6) David S Rubovits PhD...................................................................... Chief Operating Officer	11.00 ................. 39.00	X			0	274,134	78,406
(7) Boaz Blumovitz...................................................................... Chief Financial Officer	27.50 ................. 22.50	X			88,434	239,099	21,054
(8) James Rosenberg...................................................................... Chief of Staff	10.00 ................. 40.00	X			0	272,506	56,459
(9) James A Pinkston...................................................................... Vice President - Accountin	25.00 ................. 25.00	X			35,513	248,587	30,857
(10) John Lowenstein...................................................................... VP Campus Affairs & Student Eng.	49.00 ................. 1.00			X	253,382	0	48,387
(11) Deborah Covington...................................................................... Senior VP Planning & Allocation	10.00 ................. 40.00	X			9,494	180,391	105,657
(12) David Prystowsky...................................................................... Vice President - Campaign	0.00 ................. 50.00	X			0	233,375	36,694
(13) Robert Schuckman...................................................................... VP - General Counsel	40.00 ................. 10.00	X			173,892	43,473	51,855
(14) Peter Chiswick...................................................................... Sr Assoc V.P. & Dir, JUF Invest.	23.00 ................. 27.00	X			0	214,973	54,126
(15) Rose Jagust...................................................................... VP Donor Advised Funds	40.00 ................. 10.00	X			175,055	0	55,681
(16) Scott Aaron...................................................................... Associate VP JUF Education	40.00 ................. 0.00			X	199,869	0	30,164
(17) Audra P Berg...................................................................... VP, Leadership Eng. & Board Rel.	41.50 ................. 8.50	X			0	171,608	27,285

Form 990 (2020)

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
(A) Name and title
(18) Tracy More........................................................................ V.P. Cmty. Outreach & Eng. Officer	50.00 .......................0.00		X		161,751	0	16,317
(19) Michael Simon........................................................................ Executive Director Fiedler Hillel	40.00 .......................0.00			X	164,408	0	14,452
(20) Anna Levin........................................................................ Executive Dir University of Chicago	40.00 .......................0.00			X	149,990	0	11,270
(21) Joel Poupko........................................................................ Rabbinic Scholar	40.00 .......................0.00			X	197,377	0	32,040
(22) Pam F Szokol........................................................................ Chairman	5.00 .......................5.00	X	X		0	0	0
(23) Wendy C Abrams........................................................................ Vice Chairman	0.50 .......................0.50	X	X		0	0	0
(24) Gita Berk........................................................................ Vice Chairman	5.00 .......................5.00	X	X		0	0	0
(25) Linda B Ginsburg........................................................................ Vice Chairman	5.00 .......................5.00	X	X		0	0	0
(26) Jordan T Goodman........................................................................ Vice Chairman	0.50 .......................0.50	X	X		0	0	0
(27) Joshua B Herz........................................................................ Vice Chairman	5.00 .......................5.00	X	X		0	0	0
(28) Scott Heyman........................................................................ Vice Chairman	5.00 .......................5.00	X	X		0	0	0
(29) Dana Westreich Hirt........................................................................ Vice Chairman	0.50 .......................0.50	X	X		0	0	0
(30) Deborah Schrayer Karmin........................................................................ Vice Chairman	0.50 .......................0.50	X	X		0	0	0
(31) Jane Cadden Lederman........................................................................ Vice Chairman	5.00 .......................5.00	X	X		0	0	0
(32) Steven N Miller........................................................................ Vice Chairman	0.50 .......................0.50	X	X		0	0	0
(33) David Rosenbaum........................................................................ Vice Chairman	0.50 .......................0.50	X	X		0	0	0
(34) Kim Shwachman........................................................................ Vice Chairman	5.00 .......................5.00	X	X		0	0	0
(35) Marc Spellman........................................................................ Vice Chairman	5.00 .......................5.00	X	X		0	0	0
(36) Cindy Kaplan........................................................................ Treasurer	5.00 .......................5.00	X	X		0	0	0
(37) Jason Peltz........................................................................ Assistant Treasurer	5.00 .......................5.00	X	X		0	0	0
(38) Peter B Bensinger Jr........................................................................ Secretary	0.50 .......................0.50	X	X		0	0	0
(39) Jeremy Amster........................................................................ Assistant Secretary	0.50 .......................0.50	X	X		0	0	0
(40) Dr Edward M Atkins........................................................................ Director	0.50 .......................0.50	X			0	0	0
(41) Katie Berger........................................................................ Director	0.50 .......................0.50	X			0	0	0
(42) Wendy Berger........................................................................ Director	5.00 .......................5.00	X			0	0	0
(43) Debbie L Berman........................................................................ Director	0.50 .......................0.50	X			0	0	0
(44) Marc S Brenner........................................................................ Director	0.50 .......................0.50	X			0	0	0
(45) David T Brown........................................................................ Director	0.50 .......................0.50	X			0	0	0
(46) Susan Spier Chapman........................................................................ Director	0.50 .......................0.50	X			0	0	0
(47) Caroline Davidson........................................................................ Director	0.50 .......................0.50	X			0	0	0
(48) Rabbi Alex Felch........................................................................ Director	0.50 .......................0.50	X			0	0	0
(49) Maury Fertig........................................................................ Director	0.50 .......................0.50	X			0	0	0
(50) Linda Schottenstein Fisher........................................................................ Director	0.50 .......................0.50	X			0	0	0
(51) Michael T Fishman........................................................................ Director	0.50 .......................0.50	X			0	0	0
(52) Jason Friedman........................................................................ Director	0.50 .......................0.50	X			0	0	0
(53) Andrew Glick........................................................................ Director	0.50 .......................0.50	X			0	0	0
(54) David Golder........................................................................ Director	0.50 .......................0.50	X			0	0	0
(55) Craig Goldsmith........................................................................ Director	0.50 .......................0.50	X			0	0	0
(56) Steven M Greenbaum........................................................................ Director	0.50 .......................0.50	X			0	0	0
(57) King W Harris........................................................................ Director	0.50 .......................0.50	X			0	0	0
(58) Rabbi Sidney M Helbraun........................................................................ Director	0.50 .......................0.50	X			0	0	0
(59) Andrew S Hochberg........................................................................ Director	10.00 .......................10.00	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) Adrienne J Kriezelman........................................................................ Director	0.50 .......................0.50	X			0	0	0
(66) Steven H Lavin........................................................................ 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) Lindsey P Markus........................................................................ Director	0.50 .......................0.50	X			0	0	0
(71) Yosef Meystel........................................................................ Director	0.50 .......................0.50	X			0	0	0
(72) Lee I Miller........................................................................ Director	0.50 .......................0.50	X			0	0	0
(73) Michael Oxman........................................................................ Director	0.50 .......................0.50	X			0	0	0
(74) Ross S Pearlstein........................................................................ Director	0.50 .......................0.50	X			0	0	0
(75) Sanford E Perl........................................................................ Director	0.50 .......................0.50	X			0	0	0
(76) Theodore F Perlman........................................................................ Director	0.50 .......................0.50	X			0	0	0
(77) David Porush........................................................................ Director	0.50 .......................0.50	X			0	0	0
(78) Brandon C Prosansky........................................................................ Director	0.50 .......................0.50	X			0	0	0
(79) Elliot Robinson........................................................................ Director	0.50 .......................0.50	X			0	0	0
(80) Lisa Rosenkranz........................................................................ Director	0.50 .......................0.50	X			0	0	0
(81) Avi Rothner........................................................................ Director	0.50 .......................0.50	X			0	0	0
(82) Eric A Rothner........................................................................ Director	0.50 .......................0.50	X			0	0	0
(83) Gail L Rudo........................................................................ Director	0.50 .......................0.50	X			0	0	0
(84) Susan Sacks........................................................................ Director	0.50 .......................0.50	X			0	0	0
(85) Charlene K Sales........................................................................ Director	0.50 .......................0.50	X			0	0	0
(86) James Sarnoff........................................................................ Director	0.50 .......................0.50	X			0	0	0
(87) Max Schrayer........................................................................ Director	0.50 .......................0.50	X			0	0	0
(88) Harry J Seigle........................................................................ Director	0.50 .......................0.50	X			0	0	0
(89) Midge Perlman Shafton........................................................................ Director	0.50 .......................0.50	X			0	0	0
(90) Devra Resnick Shutan........................................................................ Director	0.50 .......................0.50	X			0	0	0
(91) Bill Silverstein........................................................................ Director	0.50 .......................0.50	X			0	0	0
(92) Shari Slavin........................................................................ Director	0.50 .......................0.50	X			0	0	0
(93) Judy L Smith........................................................................ Director	0.50 .......................0.50	X			0	0	0
(94) Alan P Solow........................................................................ Director	0.50 .......................0.50	X			0	0	0
(95) Sara Crown Star........................................................................ Director	0.50 .......................0.50	X			0	0	0
(96) Rachel Stein........................................................................ Director	0.50 .......................0.50	X			0	0	0
(97) Victoria Stender........................................................................ Director	0.50 .......................0.50	X			0	0	0
(98) Phyllis Tabachnick........................................................................ Director	0.50 .......................0.50	X			0	0	0
(99) Bruce Taylor........................................................................ Director	0.50 .......................0.50	X			0	0	0
(100) Alex Turik........................................................................ Director	0.50 .......................0.50	X			0	0	0
(101) Kalman Wenig........................................................................ Director	0.50 .......................0.50	X			0	0	0
(102) Deborah Winick........................................................................ Director	0.50 .......................0.50	X			0	0	0
(103) Andrea R Yablon........................................................................ Director	0.50 .......................0.50	X			0	0	0
(104) Michael H Zaransky........................................................................ Director	0.50 .......................0.50	X			0	0	0
(105) Hilary Greenberg........................................................................ Ex-Officio	0.50 .......................0.50	X			0	0	0
(106) Amy Yeager E Hausman........................................................................ Ex-Officio	0.50 .......................0.50	X			0	0	0
(107) Marc Karlinsky........................................................................ Ex-Officio	0.50 .......................0.50	X			0	0	0
(108) Alison J Karmin........................................................................ Ex-Officio	0.50 .......................0.50	X			0	0	0

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
RSM US LLP 5155 Paysphere Circle Chicago,IL60674	Audit & Tax Services	679,032
Rosov Consulting LLC 2095 Rose Drive Berkeley,CA94709	Consulting Services	129,973
Seyfarth Shaw 3807 Collections Center Drive Chicago,IL60693	Legal Services	122,210
Stellar Technology Solutions PO Box 825441 Philadelphia,PA19182	Technology Services	120,000
Campus Kosher Catering 1212 Holiday Drive Champaign,IL61821	Catering Services	111,841
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 5

Form 990 (2020)

Page 9

Part VIII

Statement of Revenue

Check if Schedule O contains a response or note to any line in this Part VIII.............

Form 990 (2020)

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..............

Form 990 (2020)

Page 11

Part X

Balance Sheet

Check if Schedule O contains a response or note to any line in this Part IX..............

Form 990 (2020)

Page 12

Part XI

Reconcilliation of Net Assets

Check if Schedule O contains a response or note to any line in this Part XI..............

Part XII

Financial Statements and Reporting

Check if Schedule O contains a response or note to any line in this Part XII.............

Form 990 (2020)

1	Briefly describe the organization’s mission or most significant activities: Federation brings Jewish Chicago together to support human services, advocate on key issues and connect people to Jewish life and community.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	87
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	84
5	Total number of individuals employed in calendar year 2020 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	5,742
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	-1,288,438
b	Net unrelated business taxable income from Form 990-T, line 39 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	155,849,897	137,237,541
9	Program service revenue (Part VIII, line 2g) .........	3,147,532	3,543,509
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	16,055,947	26,803,149
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	1,677,701	1,769,713
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	176,731,077	169,353,912
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	153,439,453	153,120,641
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)	3,969,497	4,782,512
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	2,782,301	2,455,471
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	160,191,251	160,358,624
19	Revenue less expenses. Subtract line 18 from line 12.......	16,539,826	8,995,288
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	932,459,099	1,085,129,987
21	Total liabilities (Part X, line 26).............	253,037,285	284,350,867
22	Net assets or fund balances. Subtract line 21 from line 20.....	679,421,814	800,779,120

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 149,943,308 including grants of $ 148,412,819 ) (Revenue $ )
	The Federation's largest endeavor is to allocate funds to a network of nearly 70 agencies in the Chicago area that provide assistance to 500,000 Chicagoans 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; therapeutic school and specialized care for children 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 closely linked in numerous ways (combined Board of Directors, shared professional and shared office space), 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:PROVIDING HELP AND HOPE TO PEOPLE IN NEEDWhen COVID-19 transformed life as we knew it, creating human needs greater in scope than we had seen in our lifetime, JUF swiftly became a lifeline for tens of thousands of people. - 36,000 people received food assistance through JUF-funded meal and grocery programs.- 30,000 people received $16.6 million in emergency financial assistance from JUF agencies in 2021 - a 40% increase in dollars over 2020. - 88% more emergency dollars were provided for housing and 52% more emergency dollars were provided for food compared to last year. - 2,300 Holocaust survivors received $10.8 million in emergency financial aid from JUF agencies in 2021 - a 25% increase over last year. - 36,000 people received mental health care - a 65% increase over 2020.- Respite services were doubled for caregivers of people with disabilities- 35,000 people benefited from extra support for Jewish day schools, preschools and summer campsWith accelerating threats and attacks against Jewish institutions, there was also increased demand for JUF's support in providing security for Jewish Chicago.- 100 Jewish groups assisted to date in getting additional funding to strengthen their security, including $20 million in U.S. Homeland Security grants and $6 million in State capital security grants. - 88 Chicago-area Jewish groups received $1.6 million in JUF matching grants in the last three years, which leveraged an additional $2.3 million in matching funds, resulting in nearly $4 million of new or improved physical security protecting 37,000 people. ENGAGING THE COMMUNITY IN JEWISH LIFE JUF connected young families to Jewish identity and community throughout the year.- 11,000 local children get free, monthly Jewish books through PJ Library & PJ Our Way. - 8,000 young families participated in programs and events through JUF and its agencies last year - 1 in 5 of them for the first time.- JUF and its agencies hosted 300 events for young families throughout the yearDynamic, JUF-supported programs engaged teens, college students & young adults in Jewish life.- 7,400 teens engaged Jewishly through programs run by JUF and JUF-supported agencies - an 87% increase over 2020. - 5,500 young adults engaged in programs provided by JUF and its agencies in 2021 - half of them for the first time. - 2,300 (36%) of all Jewish college students in Illinois participated in Hillel in 2021.- 1,500 college students attended 54 pre-Israel programs and events held on 16 college campuses across Illinois- 1,200 youth received $1 million in scholarships and vouchers for Jewish summer camp.JUF continued to help make Jewish education more affordable. - 4,300 individuals received $45.6 million in scholarships & tuition assistance in 2021 to help them afford Jewish preschool, day school, graduate and undergraduate programs.- 3,500 local Jewish Day School students - 76% of those enrolled - received scholarships and/or tuition assistance from JUF-supported day schools, which totaled $43.8 million in 2021.- 500+ preschoolers - 1 in 5 of those enrolled - received $1 million in scholarships and subsidies from JUF and JCC to help make their early childhood education possible. And JUF engaged community members of all ages.- 48,000 community members attended outreach & education programs through JUF agencies in 2021, from support groups and workshops to genetic education and Jewish enrichment. - 22,000 adults attended 275 local Jewish programs provided by JUF and JCC Chicago.- 9,300 older adults participated in programming across JUF agencies.

4b	(Code: ) (Expenses $ 3,512,508 including grants of $ 3,047,299 ) (Revenue $ 3,543,509 )
	Refugee Resettlement Services Program - The Jewish Federation administers comprehensive refugee social services on behalf of the State of Illinois. The Illinois Refugee Social Service Consortium is comprised of 10 direct service agencies committed to providing quality refugee social services including: Employment Assistance, Cultural Adjustment, Case management, K-12, Youth Mentoring, Services to Older Refugees (Seniors), Mental Health counseling, data collection, reporting via an online Salesforce database.

4c	(Code: ) (Expenses $ 2,009,883 including grants of $ 1,660,523 ) (Revenue $ )
	Hillels of Illinois - Federation supports a vast array of Jewish activities for students at colleges, universities and professional schools in Illinois. The Hillel program provides opportunities for Jewish students to explore and celebrate their Jewish identity at 16 different college campuses in Illinois, as well as through Hillel Regional programs. Hillel's vision is a world where every Jewish student is inspired to make an enduring commitment to Jewish life, learning and Israel. Hillel seeks to enrich the lives of Jewish students so that they may enrich the Jewish people and the world. Hillel seeks to create a pluralistic, welcoming and inclusive environment for Jewish college students: an environment where students are encouraged to grow intellectually, spiritually and socially. Increasingly, Hillel must help Jewish students counter campaigns by the Boycott, Divestment, and Sanctions movement to delegitimize and demonize Israel, and to address the concomitant increase in campus anti-Semitism.

4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses155,465,699

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	2,853,472	2,594,872	932,064

1a	Federated campaigns..		1a	501,720
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d	56,370,158
e	Government grants (contributions)		1e	506,988

f	All other contributions, gifts, grants, and similar amounts not included above		1f	79,858,675

g	Noncash contributions included in lines 1a - 1f:$		1g	19,908,307

h Total. Add lines 1a-1f.......		137,237,541

		Business Code
2a	Refugee Program	900099	3,543,509	3,543,509
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		3,543,509

3 Investment income (including dividends, interest, and othersimilar amounts) ......			1,465,905		-1,428,596	2,894,501
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		25,337,244	7a
b	Less: cost or other basis and sales expenses		0	7b
c	Gain or (loss)		25,337,244	7c
d	Net gain or (loss).........			25,337,244		140,158	25,197,086
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a	Telcom and IT Services		900099	703,439			703,439
b	Administrative Service		900099	526,378			526,378
c
d	All other revenue ....			539,896			539,896
e	Total. Add lines 11a–11d ......			1,769,713
12	Total revenue. See instructions.....			169,353,912	3,543,509	-1,288,438	29,861,300

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	152,944,994	152,944,994
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	175,647	175,647
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	1,564,992	429,327	1,135,665
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	127,327		127,327
7	Other salaries and wages........	2,279,870	625,440	1,654,430
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....
9	Other employee benefits .......	486,194	142,029	344,165
10	Payroll taxes ...........	324,129	94,686	229,443
11	Fees for services (non-employees):
a	Management ......	26,126		26,126
b	Legal .........
c	Accounting ...........	256,177		256,177
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
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)	125,079	104,358	20,721
12	Advertising and promotion ....	24,509	13,092	11,417
13	Office expenses .......	202,152	88,542	113,610
14	Information technology ......	406,758	113,644	293,114
15	Royalties ..
16	Occupancy ...........	847,100	478,363	368,737
17	Travel ............	14,673	31	14,642
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	32,439	12,469	19,970
20	Interest ...........	102,002		102,002
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..
23	Insurance ...	99,807		99,807
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
b
c
d
e	All other expenses	318,649	243,077	75,572
25	Total functional expenses. Add lines 1 through 24e	160,358,624	155,465,699	4,892,925	0
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 if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........		59,671,131	1	83,275,474
2	Savings and temporary cash investments .........		107,932,488	2	97,421,571
3	Pledges and grants receivable, net ......		38,082,473	3	30,802,234
4	Accounts receivable, net .............		2,766,410	4	6,173,857
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				6
7	Notes and loans receivable, net ...........		4,133,831	7	3,845,795
8	Inventories for sale or use ............			8
9	Prepaid expenses and deferred charges ......			9
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a
b	Less: accumulated depreciation	10b		10c
11	Investments—publicly traded securities .		235,687,204	11	317,250,363
12	Investments—other securities. See Part IV, line 11 .....		415,573,256	12	479,573,019
13	Investments—program-related. See Part IV, line 11 ..			13
14	Intangible assets ...............			14
15	Other assets. See Part IV, line 11 ...........		68,612,306	15	66,787,674
16	Total assets. Add lines 1 through 15 (must equal line 33)...		932,459,099	16	1,085,129,987

17	Accounts payable and accrued expenses .....	10,329,632	17	13,017,687
18	Grants payable ...	11,825,403	18	5,244,318
19	Deferred revenue .........	8,460,505	19	12,269,873
20	Tax-exempt bond liabilities .........	5,795,000	20	5,430,000
21	Escrow or custodial account liability. Complete Part IV of Schedule D	16,901,000	21	19,010,000
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..	14,293,620	24	5,750,360
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	185,432,125	25	223,628,629
26	Total liabilities. Add lines 17 through 25..	253,037,285	26	284,350,867

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	464,740,958	27	552,768,579
28	Net assets with donor restrictions ...........	214,680,856	28	248,010,541
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	679,421,814	32	800,779,120
33	Total liabilities and net assets/fund balances ........	932,459,099	33	1,085,129,987

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