TY 2020 Form 990 Schedule J

(A) Name and Title		(B) Breakdown of W-2 and/or 1099-MISC compensation			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1Dr Steven B Nasatir PhD Executive Vice Chairman	(i) (ii)	390,871 ------------- 36,310	0 ------------- 0	71,427 ------------- 6,635	0 ------------- 0	14,837 ------------- 1,378	477,135 ------------- 44,323	0 ------------- 0
2Lonnie Nasatir President	(i) (ii)	186,104 ------------- 227,460	0 ------------- 0	14,169 ------------- 17,318	5,406 ------------- 6,608	7,457 ------------- 9,114	213,136 ------------- 260,500	0 ------------- 0
3Jay Tcath Executive Vice President	(i) (ii)	145,183 ------------- 184,779	0 ------------- 0	731 ------------- 930	33,226 ------------- 42,288	4,358 ------------- 5,546	183,498 ------------- 233,543	0 ------------- 0
4David S Rosen Senior VP - Endowments	(i) (ii)	377,492 ------------- 0	0 ------------- 0	31,297 ------------- 0	25,548 ------------- 0	12,907 ------------- 0	447,244 ------------- 0	25,000 ------------- 0
5Rabbi Louis A Lazovsky Vice President - Human Resources	(i) (ii)	26,740 ------------- 240,657	0 ------------- 0	293 ------------- 2,637	8,620 ------------- 77,584	1,001 ------------- 9,009	36,654 ------------- 329,887	0 ------------- 0
6David S Rubovits PhD Chief Operating Officer	(i) (ii)	0 ------------- 272,473	0 ------------- 0	0 ------------- 1,661	0 ------------- 68,193	0 ------------- 10,990	0 ------------- 353,317	0 ------------- 0
7Boaz Blumovitz Chief Financial Officer	(i) (ii)	88,284 ------------- 238,693	0 ------------- 0	150 ------------- 406	5,685 ------------- 15,369	210 ------------- 567	94,329 ------------- 255,035	0 ------------- 0
8James Rosenberg Chief of Staff	(i) (ii)	0 ------------- 271,949	0 ------------- 0	0 ------------- 557	0 ------------- 55,941	0 ------------- 1,294	0 ------------- 329,741	0 ------------- 0
9James A Pinkston Vice President - Accountin	(i) (ii)	35,200 ------------- 246,399	0 ------------- 0	313 ------------- 2,188	2,386 ------------- 16,700	1,568 ------------- 10,979	39,467 ------------- 276,266	0 ------------- 0
10John Lowenstein VP Campus Affairs & Student Eng.	(i) (ii)	253,382 ------------- 0	0 ------------- 0	0 ------------- 0	40,508 ------------- 0	7,898 ------------- 0	301,788 ------------- 0	0 ------------- 0
11Deborah Covington Senior VP Planning & Allocation	(i) (ii)	9,494 ------------- 180,391	0 ------------- 0	0 ------------- 0	4,906 ------------- 93,221	377 ------------- 7,172	14,777 ------------- 280,784	0 ------------- 0
12David Prystowsky Vice President - Campaign	(i) (ii)	0 ------------- 233,375	0 ------------- 0	0 ------------- 0	0 ------------- 26,443	0 ------------- 10,270	0 ------------- 270,088	0 ------------- 0
13Robert Schuckman VP - General Counsel	(i) (ii)	169,548 ------------- 42,387	0 ------------- 0	4,344 ------------- 1,086	31,406 ------------- 7,852	10,624 ------------- 2,656	215,922 ------------- 53,981	0 ------------- 0
14Peter Chiswick Sr Assoc V.P. & Dir, JUF Invest.	(i) (ii)	0 ------------- 209,626	0 ------------- 0	0 ------------- 5,347	0 ------------- 47,294	0 ------------- 7,507	0 ------------- 269,774	0 ------------- 0
15Rose Jagust VP Donor Advised Funds	(i) (ii)	170,823 ------------- 0	0 ------------- 0	4,232 ------------- 0	43,084 ------------- 0	13,152 ------------- 0	231,291 ------------- 0	0 ------------- 0
16Scott Aaron Associate VP JUF Education	(i) (ii)	199,424 ------------- 0	0 ------------- 0	445 ------------- 0	18,688 ------------- 0	12,137 ------------- 0	230,694 ------------- 0	0 ------------- 0
17Audra P Berg VP, Leadership Eng. & Board Rel.	(i) (ii)	0 ------------- 171,541	0 ------------- 0	0 ------------- 67	0 ------------- 18,996	0 ------------- 8,851	0 ------------- 199,455	0 ------------- 0
18Tracy More V.P. Cmty. Outreach & Eng. Officer	(i) (ii)	161,751 ------------- 0	0 ------------- 0	0 ------------- 0	0 ------------- 0	16,336 ------------- 0	178,087 ------------- 0	0 ------------- 0
19Michael Simon Executive Director Fiedler Hillel	(i) (ii)	164,071 ------------- 0	0 ------------- 0	337 ------------- 0	13,857 ------------- 0	1,122 ------------- 0	179,387 ------------- 0	0 ------------- 0
20Anna Levin Executive Dir University of Chicago	(i) (ii)	149,990 ------------- 0	0 ------------- 0	0 ------------- 0	2,195 ------------- 0	9,594 ------------- 0	161,779 ------------- 0	0 ------------- 0
21Joel Poupko Rabbinic Scholar	(i) (ii)	192,483 ------------- 0	0 ------------- 0	4,894 ------------- 0	25,877 ------------- 0	6,573 ------------- 0	229,827 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2020

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation
Part I, Line 1a	The Jewish Federation has agreed to provide Steven Nasatir with a split dollar $1,000,000 insured death benefit. The insurance is designed so that upon Steven Nasatir's death, the Federation will receive a benefit equal to all of the premiums paid. The life insurance benefit is provided tax free to Steven Nasatir so there is an additional cash payment to Steven Nasatir each year to cover the taxes on the PS58 costs as well as the taxes grossed up. Social club dues are paid on behalf of appropriate employees conducting business at a private city club. The social club dues are a non-taxable benefit. No country club dues are paid by the organization.
Part I, Line 4b	Steven B. Nasatir: In 1999 the Jewish Federation entered into an agreement with Steven Nasatir that was contingent upon 5 more years of service as president and CEO and would result in annual payments of $50,000 per year (net of tax) beginning at age 64 and lasting throughout his lifetime. Dr. Nasatir began receiving payments under this agreement in 2009. During 2012, the Jewish Federation entered into a second agreement with Steven Nasatir which provides for annual payments of $5,000 beginning April 1, 2015 and lasting throughout his lifetime. Dr. Nasatir vested in the following benefits: Benefit payments from the aforementioned agreements will continue for the longer of 1) 10 years through December 2028 or 2) his lifetime. In the event of his death prior to 2029, payments will be made to Dr. Nasatir's beneficiary. The $50,000 and $5,000 annual payment amounts are to be adjusted annually in accordance with the CPI index. In 2017, the Jewish Federation entered into a third agreement with Steven Nasatir which provides for annual payments of $21,000 per year, beginning in 2018, for the longer of his lifetime or ten years (through December 2027). In 2020, Steven Nasatir received payments totaling $106,428 from the three supplemental non-qualified retirement plans. David Rosen: The Jewish Federation has an agreement with David Rosen which provides for annual payments of $25,000 per year beginning in 2018 and ending in 2028. During 2017, the Jewish Federation entered into a second agreement with David Rosen which provides for annual payments of $25,000 beginnning in January 2022 and ending in 2032. This benefit is contingent on David Rosen maintaining his employment at Jewish Federation through January 1, 2022. Jay Tcath: JUF has an agreement with Jay Tcath that provides for annual payments of $25,000 for 10 years commencing upon his retirement from JUF or if he is no longer employed by JUF, upon reaching age 64. In July 2018, JUF entered a split dollar life insurance agreement with Jay Tcath that will provide a death benefit of $625,000 if he maintains his employment at JUF through June 2023. In addition, JUF and Mr. Tcath entered into another agreement that will provide 15 annual payments of approximately $33,000 per year if Mr. Tcath maintains his employment at JUF.

Return Reference

Explanation

Part I, Line 1a

The Jewish Federation has agreed to provide Steven Nasatir with a split dollar $1,000,000 insured death benefit. The insurance is designed so that upon Steven Nasatir's death, the Federation will receive a benefit equal to all of the premiums paid. The life insurance benefit is provided tax free to Steven Nasatir so there is an additional cash payment to Steven Nasatir each year to cover the taxes on the PS58 costs as well as the taxes grossed up. Social club dues are paid on behalf of appropriate employees conducting business at a private city club. The social club dues are a non-taxable benefit. No country club dues are paid by the organization.

Part I, Line 4b

Steven B. Nasatir: In 1999 the Jewish Federation entered into an agreement with Steven Nasatir that was contingent upon 5 more years of service as president and CEO and would result in annual payments of $50,000 per year (net of tax) beginning at age 64 and lasting throughout his lifetime. Dr. Nasatir began receiving payments under this agreement in 2009. During 2012, the Jewish Federation entered into a second agreement with Steven Nasatir which provides for annual payments of $5,000 beginning April 1, 2015 and lasting throughout his lifetime. Dr. Nasatir vested in the following benefits: Benefit payments from the aforementioned agreements will continue for the longer of 1) 10 years through December 2028 or 2) his lifetime. In the event of his death prior to 2029, payments will be made to Dr. Nasatir's beneficiary. The $50,000 and $5,000 annual payment amounts are to be adjusted annually in accordance with the CPI index. In 2017, the Jewish Federation entered into a third agreement with Steven Nasatir which provides for annual payments of $21,000 per year, beginning in 2018, for the longer of his lifetime or ten years (through December 2027). In 2020, Steven Nasatir received payments totaling $106,428 from the three supplemental non-qualified retirement plans. David Rosen: The Jewish Federation has an agreement with David Rosen which provides for annual payments of $25,000 per year beginning in 2018 and ending in 2028. During 2017, the Jewish Federation entered into a second agreement with David Rosen which provides for annual payments of $25,000 beginnning in January 2022 and ending in 2032. This benefit is contingent on David Rosen maintaining his employment at Jewish Federation through January 1, 2022. Jay Tcath: JUF has an agreement with Jay Tcath that provides for annual payments of $25,000 for 10 years commencing upon his retirement from JUF or if he is no longer employed by JUF, upon reaching age 64. In July 2018, JUF entered a split dollar life insurance agreement with Jay Tcath that will provide a death benefit of $625,000 if he maintains his employment at JUF through June 2023. In addition, JUF and Mr. Tcath entered into another agreement that will provide 15 annual payments of approximately $33,000 per year if Mr. Tcath maintains his employment at JUF.

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