2024-11-15T10:36:39+00:00 2023-12-31 363990892 Capin Crouse LLP 345 Massachusetts Avenue Suite 300 Indianapolis IN 46204 990 2023-01-01 350888017 Jewish Federation of Greater Indianapolis Inc JEWI 3177265450 6705 Hoover Road Indianapolis IN 46260 Marc Swatez CEO 3177265450 2024-11-15 true true Daren Daiga P01074795 5055022746 2024-11-15 2023 2024-10-15 13:58:12Z Marc Swatez 6705 Hoover Road Indianapolis IN 46260 71574310 false X www.jewishindianapolis.org X 1904 IN The Jewish Federation of Greater Indianapolis, Inc. is the central philanthropic, planning and community relations organization of the Jewish community in Indianapolis, Indiana. 80 80 36 240 -48306 0 6210964 7119883 118454 183461 -416610 324607 -4398 21391 5908410 7649342 5064154 4418076 0 1781533 1999728 103150 993229 1648439 2182625 8494126 8703579 -2585716 -1054237 93143979 101351451 12227501 13118999 80916478 88232452 The mission of Jewish Federation of Greater Indianapolis is to promote the vision of a vibrant, engaged, inclusive, and sustainable Jewish community by serving as its central philanthropic, planning, community engagement, and unifying partner. See Schedule O for continuation. false false 5388554 4134409 111546 Annual Grant Program - Jewish Federation of Greater Indianapolis, Inc. (JFGI) raises donations through an annual campaign and endowment contributions. Those funds are granted through an annual planning & allocations process to U.S. based Jewish agencies that provide services and programs to both the Jewish & general community of Indianapolis, in, as well as to provide support for Jews in need overseas. JFGI also provides shared services supporting security, campus and technology needs on campus, through proceeds raised in the annual campaign and external grants. 775458 283667 52630 Jewish Family Services (JFS) offers a continuum of multi-generational services that enhance the health, well-being, and dignity of families and older adults in our local community. JFS is the social services department of the Jewish federation of greater Indianapolis. Jewish Family Service runs many social service programs such as KAVOD (helps expand outreach to holocaust survivors living in Indianapolis area). The goal of the program is to reduce barriers to services, promote socialization and prevent re-traumatization, Popsie's Pantry (food and household items assistance to those in need), counseling and case management, economic assistance and transportation services in economic crisis and more. 292871 0 19285 JFGI's engagement department runs a variety of programs to support Jewish experiences throughout the greater Indianapolis area and connects people to the Jewish community. We provide programming for people of all ages with direct programming geared towards families with young children, school aged children and young adults. Program partners include PJ Library, Honeycomb, and the Indianapolis Public Library. Additionally, we provide resources to the broader community through the Maurer Jewish Community Library, which is part of the Indianapolis Public Library shared system. 6456883 true true false false true false false true true true true false true true false true false false false true true false true false false false true true true false false false false false false false false true false false false false false false false false true 30 0 true 36 true true true false false false false false false false false false false false false false false X 80 80 true false true false false true false true true false false true true true true true true true true false IN X X Danette Alles 3177265450 6705 Hoover Road Indianapolis IN 46260 Barry Kroot Secretary (part year), Board Member 1.0 X X 0 0 0 Barry Wormser Board Member & Assistant Officer 1.0 X X 0 0 0 Beth Klapper Immediate Past President (part year), Board Member 1.0 X X 0 0 0 Bradley Gershman Vice President 1.0 X X 0 0 0 Dan Cantor Treasurer 1.0 X X 0 0 0 Gigi Marks Felsher Secretary 1.0 X X 0 0 0 Greg Maurer Vice President 1.0 X X 0 0 0 Helen Kurlander Goldstein Vice President (part year), President 1.0 X X 0 0 0 Jennifer Schwartz Co-Chair Campaign (part year), Board Member 1.0 X X 0 0 0 Karen Rothbaum Co-Chair Campaign 2023 1.0 X X 0 0 0 Larry Turow Co-Chair Campaign (part year), Board Member 1.0 X X 0 0 0 Leslie Rubin President (part year), Immediate Past President 1.0 X X 0 0 0 Michael Rothbaum Co-Chair Campaign 2023 1.0 X X 0 0 0 Miriam Dant Vice President 1.0 X X 0 0 0 Sandy Nachlis Co-Chair Campaign 2023 1.0 X X 0 0 0 Barbara Herman Board Member (part year) 1.0 X 0 0 0 Barbara Leventhal Board Member 1.0 X 0 0 0 Barbara Levy Board Member 1.0 X 0 0 0 Benjamin Sendrow Board Member (part year) 1.0 X 0 0 0 Benton Marks Board Member 1.0 X 0 0 0 Bradley Bell Board Member 1.0 X 0 0 0 Bruce Frank Board Member 1.0 X 0 0 0 Claudette Einhorn Board Member 1.0 X 0 0 0 Cynthia Yosha-Snyder Board Member 1.0 X 0 0 0 David Barrett Board Member 1.0 X 0 0 0 David Klapper Board Member 1.0 X 0 0 0 David Kleiman Board Member 1.0 X 0 0 0 David Vonnegut-Gabovitch Board Member 1.0 X 0 0 0 Debbie Pelletiere-Blatt Board Member (part year) 1.0 X 0 0 0 Diane Lutz Board Member 1.0 X 0 0 0 Edward Gabovitch Board Member 1.0 X 0 0 0 Elan Daniel Board Member (part year) 1.0 X 0 0 0 Elliot Gold Board Member (part year) 1.0 X 0 0 0 Elyssa DiRaddo Board Member 1.0 X 0 0 0 Emily Gurwitz Board Member 1.0 X 0 0 0 Eric Ratner Board Member 1.0 X 0 0 0 Erica Abrams Board Member 1.0 X 0 0 0 Estelle Nelson Board Member 1.0 X 0 0 0 Evan Lubline Board Member 1.0 X 0 0 0 Gerald Kraft Board Member 1.0 X 0 0 0 Hart Hasten Board Member 1.0 X 0 0 0 Helaine Herman Board Member (part year) 1.0 X 0 0 0 Herbert Simon Board Member 1.0 X 0 0 0 Jack Cotlar Board Member 1.0 X 0 0 0 James Schwarz Board Member 1.0 X 0 0 0 Jamie Ratner Rich Board Member 1.0 X 0 0 0 Janie Maurer Board Member 1.0 X 0 0 0 Janine Shapiro Board Member 1.0 X 0 0 0 Jeff Sondhelm Board Member (part year) 1.0 X 0 0 0 Jerry Litwack Board Member 1.0 X 0 0 0 John Abrams Board Member 1.0 X 0 0 0 Jon Shapiro Board Member 1.0 X 0 0 0 Karen Cohen Board Member 1.0 X 0 0 0 Katy Cantor Board Member 1.0 X 0 0 0 Kevin Krulewitch Board Member 1.0 X 0 0 0 Lauren Suriel Board Member 1.0 X 0 0 0 Leo Grabovsky Board Member 1.0 X 0 0 0 Leonard Gurin Board Member 1.0 X 0 0 0 Leslie Katz Board Member 1.0 X 0 0 0 Livia Russell Board Member 1.0 X 0 0 0 Marci Price Board Member (part year) 1.0 X 0 0 0 Marcy Ekhaus Board Member 1.0 X 0 0 0 Marina Grabovsky Board Member 1.0 X 0 0 0 Marshal Kahn Board Member (part year) 1.0 X 0 0 0 Martin Kroot Board Member 1.0 X 0 0 0 Martin Weiss Board Member 1.0 X 0 0 0 Matthew Tobe Board Member (part year) 1.0 X 0 0 0 Megan Maurer Board Member 1.0 X 0 0 0 Michael (Mickey) Maurer Board Member 1.0 X 0 0 0 Michael Mervis Board Member 1.0 X 0 0 0 Michael Rubin Board Member 1.0 X 0 0 0 Michelle Korin Board Member 1.0 X 0 0 0 Miriam Gettinger Board Member 1.0 X 0 0 0 Murray Firestone Board Member 1.0 X 0 0 0 Offer Korin Board Member 1.0 X 0 0 0 Paul Kraft Board Member 1.0 X 0 0 0 Rabbi Abraham Grossbaum Board Member 1.0 X 0 0 0 Rachel Gershman Board Member (part year) 1.0 X 0 0 0 Rachel Simon Board Member (part year) 1.0 X 0 0 0 Reva Weiss Board Member 1.0 X 0 0 0 Richard Leventhal Board Member 1.0 X 0 0 0 Robert Schloss Board Member 1.0 X 0 0 0 Rosalie Gussow Board Member 1.0 X 0 0 0 Sara Weinberger Board Member 1.0 X 0 0 0 Shari Lipp-Levine Board Member 1.0 X 0 0 0 Sheila Greenwald Board Member 1.0 X 0 0 0 Sheldon Hirst Board Member 1.0 X 0 0 0 Stacy Segal Board Member 1.0 X 0 0 0 Stanley Talesnick Board Member 1.0 X 0 0 0 Stephen Klapper Board Member 1.0 X 0 0 0 Susan Rockafellow Board Member 1.0 X 0 0 0 Walter E Wolf Jr Board Member 1.0 X 0 0 0 Danette Alles CFO 40.0 X 90050 0 15864 Marc Swatez Executive Vice President/CEO 40.0 X 238444 0 23239 328494 0 39103 1 false true false Coraz Security Inc 2762 Barbano Ct Carmel IN 46074 Security Services 260329 Browning Day 626 N Illinois St Indianapolis IN 46204 Architectural Services 157657 Jewish Federations of North America 25 Broadway Ste 1700 New York NY 10004 Support Services 138441 Community Counseling Service Co PO Box 824885 Philadelphia PA 191824885 Consulting Services 103150 4 1508 89403 7028972 2325864 7119883 Services Agreement Income 624190 52630 52630 Program Events 624190 18431 18431 Leadership Programs 624190 854 854 111546 111546 0 0 183461 412508 -58026 470534 29049 17378 11671 0 11671 11671 63804789 14900 63907590 -102801 14900 -87901 -87901 Advertising 513120 9720 9720 0 0 0 0 9720 7649342 183461 -48306 394304 3753417 3753417 326829 326829 337830 337830 367696 91924 183848 91924 1475 1475 1369822 505760 488172 375890 45322 13059 23998 8265 128374 56878 29668 41828 87039 24011 41786 21242 16408 16408 68445 68445 103150 103150 53643 53643 627329 372073 49641 205615 92563 346 76092 16125 93099 27392 39238 26469 96487 24122 48243 24122 163911 139093 7504 17314 5686 3162 2524 18790 6617 11364 809 120892 120892 317385 310930 3227 3228 77425 23505 53920 Bad Debt Expense 20000 20000 Direct Program Expenses 354064 307063 2829 44172 56498 11980 32917 11601 8703579 6456883 1253467 993229 3597177 4715802 633417 677941 0 0 0 0 1119242 998590 122342 73219 48603703 45751184 3206089 2852519 3009439 4706746 71406703 75961424 0 10049570 11365210 93143979 101351451 478497 390940 187221 187535 9481537 10539636 0 0 1514617 1519786 565629 481102 12227501 13118999 X 69859031 77139284 11057447 11093168 80916478 88232452 93143979 101351451 X -1054237 8275717 94494 X false true X true false X 5992621 6350915 6875808 6210964 7119883 32550191 0 0 5992621 6350915 6875808 6210964 7119883 32550191 4442676 28107515 1048066 525780 592156 113664 499583 2779249 0 0 0 0 0 0 0 0 0 0 0 0 35329440 5951959 0.7956 0.7983 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 93 2861413 3304897 59184367 true true false true X 28050549 396516 2665350 1341170 29771245 32163395 956883 -3002842 2066887 28050549 28317479 1725178 3535166 1414428 32163395 26290238 1880845 1875479 1729083 28317479 23657199 879668 3385995 1632624 26290238 0.6325 0.3675 0.0 false false 1087059 1087059 41878287 40154308 1723979 5638357 5596876 41481 2852519 Certificates of deposit 251972 F U.S. government agency obligations 2871909 F Corporate bonds 1259665 F Municipal bonds 44460 F Israel bonds 1250000 F Limited partnerships 3097676 F Other alternative investments - Commonfund pool 66515795 F Cash and cash equivalents 669947 F 75961424 Due from constituent agencies 210220 Investments held in trust for constituent and beneficiary agencies 10539636 Cash-value life insurance 615354 11365210 Due to constituent agencies 6411 Charitable gift annuities 474691 481102 17713327 8275717 1729771 53846 10059334 7653993 53375 -58026 -4651 7649342 10397353 1729771 17378 1747149 8650204 53375 0 53375 8703579 Schedule D, Part IV, Line 2b Explanation of escrow agreement Investments held in trust for constituent and beneficiary agencies are those funds for which the Jewish Federation acts as a custodian and are reported at fair value. Income and expenses from investments held as the custodian are recorded as an increase or decrease to a trust liability account and not reported on the statement of activities. Schedule D, Part V, Line 4 Intended uses of endowment funds The endowment funds are used to promote the agencies and programs supported by the Jewish Federation of Greater Indianapolis' annual campaign and to provide grants and assistance for specific programs. Jewish Federation has a general policy of appropriating for distribution each year 4 percent of a 20 quarter rolling average of endowment fund's fair value. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Rental expenses - 17378 Change in CSV life insurance - 36468 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Income from Forms K-1 not included in books - -58026 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Rental expenses - 17378 true Middle East and North Africa 0 0 Grantmaking 307500 Europe (Including Iceland and Greenland) 0 0 Grantmaking 27330 Russia and Neighboring States 0 0 Grantmaking 2500 Sub-Saharan Africa 0 0 Grantmaking 500 Middle East and North Africa 0 0 Investments 7365440 Central America and the Caribbean 0 0 Investments 27132 0 0 0 0 0 0 7730402 0 7730402 Middle East and North Africa IMPACT Scholarships & General Support 20100 Check Middle East and North Africa Israel War Relief 204750 Check Europe (Including Iceland and Greenland) Ukraine Refugee Resettlement Assistance 5250 Check Europe (Including Iceland and Greenland) Ambulance Purchase for Hospital 18500 Check Middle East and North Africa Israel Emergency Relief 42100 Check Middle East and North Africa Youth and Young Adult Svcs & Israel Trauma Coalition 6800 Check 5 0 true false true true true false Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds JFGI has a policy of only granting funds to organizations within the U.S. The grants reported on Schedule F Pt. II are grants made to U.S. 501(c)(3) organizations for the purpose of providing grants to foreign beneficiaries, consistent with the instructions. These organizations may have partner organizations in other countries whose mission is supported by JFGI. JFGI has a committee that oversees funds allocated through their planning and allocations process. Organizations that are recipients of planning & allocation (P&A) grants are required to go through an annual formal planning and allocations process in which they are required to submit their mission, explanation of their key programs, a financial performance summary for the past year and a financial budget for the next year. A planning and allocation committee of the Jewish Federation of Greater Indianapolis, inc. (JFGI) then reviews this information and agrees to recommend or not recommend a grant for the upcoming year. Final decisions are made by the board of directors of JFGI. Because all the grants are awarded to support the general operating expenses of the recipient organizations, there is not a monitoring process for the granted funds after they are paid. The recipients can use the funds for any use they deem appropriate within the context of the presented budget or program. While some of the grants included in Schedule F are a result of programs supported by JFGI through our annual allocation process, we also have 93 donor advised funds, which distribute grants based on recommendations from the fund donors to Indianapolis, national and international not for profit organizations. Those donor advised fund grants are also included in Schedule I and can change from year to year. Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SUB-SAHARAN AFRICA-Accrual Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual X X X X X X true Community Counseling Service Co PO Box 824885 Philadelphia PA 191824885 Capital Campaign Feasibility Study false 0 103150 -103150 0 103150 -103150 IN Schedule G, Part I, Line 2b(iv) The professional fundraising services were consulting in nature, no gross receipts were directly generated from the services provided. true Jewish Community Center 6701 Hoover Road Indianapolis IN 46260 237099138 501(c)(3) 633056 Jewish Community Jewish Community Relations Council 6705 Hoover Rd Indianapolis IN 46260 237099139 501(c)(3) 349589 Jewish Community Hasten Hebrew Academy of Indianapolis 6602 Hoover Road Indianapolis IN 46260 351185540 501(c)(3) 263788 Jewish Community Goodwill Industries Foundation 1635 W Michigan St Indianapolis IN 462223899 350893506 501(c)(3) 263000 Local Community Jewish Federations of North America 25 Broadway New York NY 10004 131624240 501(c)(3) 219210 Jewish Community IU Hillel Indianapolis 730 E THIRD STREET BLOOMINGTON IN 47401 202804389 501(c)(3) 157900 Jewish Community Big Brothers Big Sisters Of Central Indiana Inc 1433 N Meridian St Indianapolis IN 46202 351323831 501(c)(3) 125200 Local Community First Baptist Church Of Indianapolis 8600 N College Ave Indianapolis IN 46240 351065808 501(c)(3) 120000 Local Community Hooverwood 7001 Hoover Rd Indianapolis IN 46260 356041299 501(c)(3) 103539 Jewish Community Hooverwood Guild 7001 Hoover Rd Indianapolis IN 46260 351415581 501(c)(3) 100100 Jewish Community Indiana University Foundation (Bloomington) PO BOX 6460 Indianapolis IN 462066460 356018940 501(c)(3) 78655 Local Community Indianapolis Hebrew Congregation 6501 N Meridian St Indianapolis IN 46260 350871004 501(c)(3) 65498 Jewish Community Indianapolis Symphony Orchestra Development Dept Indianapolis IN 462042919 351812636 501(c)(3) 62400 Local Community Anti-Defamation League PO BOX 96226 Washington DC 200900226 131818723 501(c)(3) 60400 Program Support Hillel Foundation at Indiana University Inc 730 E 3rd St Bloomington IN 47401 356018940 501(c)(3) 42360 Jewish Community KIPP Indianapolis College Preparatory 1740 E 30th St Indianapolis IN 46218 300145826 501(c)(3) 40000 Local Community Indiana University Foundation (Indianapolis) PO BOX 6460 Indianapolis IN 462066460 356018940 501(c)(3) 39050 Local Community Indianapolis Museum of Art-Newfields DBA Newfields 4000 Michigan Rd Indianapolis IN 462083326 350867955 501(c)(3) 34250 Local Community Palm Springs Art Museum PO BOX 2310 Palm Springs CA 922632310 951809576 501(c)(3) 33750 Program Support Friends Of The Cultural Center Inc (McCallum Theatre) 73000 Fred Waring Dr Palm Desert CA 92260 952834871 501(c)(3) 32600 Program Support Birthright Israel Foundation PO BOX 21615 New York NY 100871615 134092050 501(c)(3) 30500 Jewish Community Arts Council Of Indianapolis Inc 924 N Pennsylvania St Indianapolis IN 46204 311225893 501(c)(3) 30000 Local Community Indianapolis Marion County Public Library Foundation PO BOX 6134 Indianapolis IN 462066134 237016089 501(c)(3) 26000 Local Community Congregation Beth-El Zedeck 600 W 70th St Indianapolis IN 46260 351536905 501(c)(3) 25440 Jewish Community Indiana State Museum 650 W Washington St Indianapolis IN 46204 356202818 501(c)(3) 25100 Local Community Indianapolis Chamber of Commerce 111 Monument Circle Indianapolis IN 46204 356017715 501(c)(3) 25000 Local Community Miami University Foundation 725 E Chestnut Street Oxford OH 46056 316402089 501(c)(3) 25000 Program Support Rancho Mirage Writers Festival 71-100 Highway 111 Rancho Mirage CA 92270 371754922 501(c)(3) 25000 Program Support ACLU FOUNDATION 1031 E Washington St Indianapolis IN 462023952 237398358 501(c)(3) 22250 Local Community Indianapolis Zoological Society Inc PO BOX 22309 Indianapolis IN 462220309 351074747 501(c)(3) 22000 Local Community Harvard Law School Fund PO BOX 412840 Boston MA 022412840 042103580 501(c)(3) 20000 Program Support Eskenazi Health Foundation Inc 720 Eskenazi Ave Fifth Third Bank Indianapolis IN 46202 311132066 501(c)(3) 19400 Local Community Jewish Federation of Palm Springs & Desert Area 69710 Highway 111 Rahcho Mirage CA 92270 237211881 501(c)(3) 18500 Jewish Community Palm Springs Friends Of Philharmonic PO BOX 12770 Palm Desert CA 922552770 237369948 501(c)(3) 18500 Program Support Jewish Federation Of Greater Dallas 7800 Northhaven Rd Dallas TX 75230 750800654 501(c)(3) 18000 Jewish Community Congregation Shaarey Tefilla 3085 W 116th Street Carmel IN 46032 351922530 501(c)(3) 17636 Jewish Community Gleaners Food Bank Of Indianapolis 3737 Waldemere Ave Indianapolis IN 46241 351483868 501(c)(3) 17550 Local Community Child Advocates Inc 8200 Haverstick Rd Indianapolis IN 46240 351788240 501(c)(3) 15000 Local Community Hoosier Environmental Council Inc 3951 N Meridian St Indianapolis IN 46208 351576694 501(c)(3) 15000 Local Community People For Urban Progress Pup Inc 160 Steeples Blvd Indianapolis IN 46222 263733786 501(c)(3) 15000 Local Community Vail Health Services Foundation PO Box 40000 Vail CO 81658 742505662 501(c)(3) 13160 Program Support Youngstown Area Jewish Federation 505 Gypsy Lane Youngstown OH 44504 340714442 501(c)(3) 11350 Jewish Community Mount Holyoke College 50 College St South Hadley MA 01075 042103578 501(c)(3) 11000 Program Support IU Health Foundation PO BOX 775589 Chicago IL 606775589 356043086 501(c)(3) 10400 Local Community Temple Emanu-El 8500 Hillcrest Rd Dallas TX 75225 131663143 501(c)(3) 10400 Jewish Community Chai Lifeline 6600 N Lincoln Ave Lincolnwood IL 60712 112940331 501(c)(3) 10000 Jewish Community Eisenhower Health Foundation 39000 Bob Hope Dr Rancho Mirage CA 92270 956130458 501(c)(3) 10000 Program Support Hillel At Miami University 11 E Walnut St Oxford OH 45056 521844823 501(c)(3) 10000 Jewish Community National Novel Writing Month (Office of Letters & Light) 1400 Shattuck Ave Berkeley CA 94709 651282653 501(c)(3) 10000 Program Support The Great American Songbook Foundation Inc 1 Carter Green Carmel IN 46032 260620716 501(c)(3) 10000 Local Community Second Helpings 1121 Southeastern Ave Indianapolis IN 46202 351484281 501(c)(3) 8000 Local Community United States Holocaust Memorial Museum 100 Raoul Wallenberg Place SW Washington DC 200242126 521309391 501(c)(3) 7800 Jewish Community Goldman Union Camp Institute (GUCI) 9349 Moore Rd Zionsville IN 46077 356006574 501(c)(3) 7500 Jewish Community Etz Chaim Sephardic Congregation PO BOX 80004 Indianapolis IN 46280 262525610 501(c)(3) 7321 Jewish Community Purdue Hillel Foundation 912 Mitch Daniels Blvd Lafayette IN 47906 200633180 501(c)(3) 7120 Local Community Kehillat Israel Reconstructionist Congregation of Pacific Palisades 16019 W Sunset Rd Pacific Palisades CA 90272 952056645 501(c)(3) 7000 Jewish Community American Jewish Joint Distribution Committee PO BOX 4124 New York NY 10163 131656634 501(c)(3) 6450 Program Support Congregation B'Nai Torah 6510 Hoover Rd Indianapolis IN 46260 350941110 501(c)(3) 6400 Jewish Community Indianapolis Opera 4011 N Pennsylvania St Indianapolis IN 46205 351405179 501(c)(3) 6145 Local Community Film Independent Inc 5670 Wilshire Blvd 9th Floor Los Angeles CA 90036 953943485 501(c)(3) 6000 Program Support National Jewish Health PO BOX 17169 Denver CO 802170169 742044647 501(c)(3) 6000 Jewish Community Temple Menorah 620 75th St Miami Beach FL 33141 590737893 501(c)(3) 5900 Jewish Community Heartland Film Inc 8950 Otis Avenue Indianapolis IN 46216 351832797 501(c)(3) 5500 Local Community Shalom Hartman Institute Of North America 475 Riverside Dr New York NY 10115 133014387 501(c)(3) 5500 Jewish Community The Hun School of Princeton 176 Edgestoune Rd Princeton NJ 08540 210639868 501(c)(3) 5250 Program Support The Temple - Congregation Adath Israel B Rith Sholom Inc 5101 US Highway 42 Louisville KY 40241 610918772 501(c)(3) 5186 Jewish Community Indiana Historical Society 450 W Ohio Street Indianapolis IN 46202 350876384 501(c)(3) 5100 Local Community 67 0 Activities 24 29742 Burial 2 2000 Jewish Camp 67 79161 Childcare 15 48429 Educational Supplies 11 10804 Direct Financial 13 6636 Food 6 4736 Housing 46 39814 Immigration 1 1215 Israel Trip Subsidy 12 9896 Medical 18 8090 Scholarship 6 12283 Transportation 4 2968 Tuition 24 66044 Tutoring 1 1500 Utilities 9 3511 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Organizations that are recipients of planning & allocation (P&A) grants are required to go through an annual formal planning and allocations process in which they are required to submit their mission, explanation of their key programs, a financial performance summary for the past year and a financial budget for the next year. A planning and allocation committee of the Jewish Federation of Greater Indianapolis, inc. (JFGI) then reviews this information and agrees to recommend or not recommend a grant for the upcoming year. Final decisions are made by the board of directors of JFGI. because all the grants are awarded to support the general operating expenses of the recipient organizations, there is not a monitoring process for the granted funds after they are paid. The recipients can use the funds for any use they deem appropriate within the context of the presented budget or program. While some of the grants included in schedule i are a result of programs supported by JFGI through our annual allocation process, we also have 93 donor advised funds, which distribute grants based on recommendations from the fund donors to Indianapolis, national and international not for profit organizations. Those donor advised fund grants are also included in Schedule F and can change from year to year. X X X X X false false false false false false false false false Marc Swatez Executive Vice President/CEO 233344 0 0 0 5100 0 11390 0 11849 0 261683 0 0 0 X 74 2325864 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - The number of contributions represent the number of contributions received, not the number of items donated. Form 990, Part VI, Line 1a Delegate broad authority to a committee The Executive Committee shall include the Board President, up to 6 Vice Presidents (including Annual Campaign Chairs), Treasurer, Secretary, and the Immediate Past Board President. The balance of the Executive Committee shall be made up of at least 4 but no more than 6 at-large members to be appointed by the President from among the Board of Directors with the approval of the Board of Directors. The Executive Vice President shall be a non-voting member of the Executive Committee. The Executive Committee shall meet at the call of the Board President or at the call of five (5) members of the Executive Committee. During intervals between meetings of the Board of Directors, the Executive Committee shall have and exercise all of the authority of the Board of Directors in the management of the Federation, except where prohibited by law or these Bylaws. A majority of the members of the Executive Committee shall constitute a quorum. The Executive Committee shall have the authority to perform any duties assigned to any other committee or the officers of the Federation. All actions of the Executive Committee shall be reported at the next meeting of the Board of Directors. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Beth Klapper and Stephen Klapper - Family relationship, Paul Kraft, Gerald Kraft, Leslie Katz - Family relationship, Janie Maurer, Mickie Maurer, Megan Maurer, Greg Maurer - Family relationship, John Abrams and Matthew Tobe - Family relationship, Michael Rubin and Leslie Rubin - Family relationship, Rachel Gershman and Bradley Gershman - Family relationship, Martin Kroot and Barry Kroot - Family relationship, Jamie Ratner Rich and Eric Ratner - Family relationship, Barbara Leventhal and Richard Levanthal - Family relationship, Katy Cantor and Dan Cantor - Family relationship, Reva Weiss and Martin Weiss - Family relationship, Karen Rothbaum and Michael Rothbaum - Family relationship, Larry Turow, Marina Grabovsky, Leo Grabovsky - Business relationship, Edward Gabovitch and David Vonnegut-Gabovitch - Family relationship, Herb Simon and Rachel Simon - Family relationship, Michelle Korin and Offer Korin - Family relationship, Paul Kraft, Kevin Krulewitch, Sheila Greenwald - Business relationship, Helen Kurlander-Goldstein and Diane Lutz - Business relationship, Leo Grabovsky and Marina Grabovsky - Family relationship Form 990, Part VI, Line 4 Significant changes to organizational documents The bylaws were amended to update the makeup and procedures for the organization's Executive Committee. See the explanation above at Schedule O re: 990 Pt. VI, Line 1a for a description of the Executive Committee's composition and authority. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body Certain representative organizations shall have the right to appoint one person to serve as an appointed director. Each such appointed director shall have full voting and all other privileges of elected directors. Each appointed director shall serve for a term of one year, with such term ending on the date of the next annual meeting of the Federation. An appointed director must be a donor to the Federation. A representative organization may choose its appointed director pursuant to its own rules and may remove and reappoint persons to serve. No replacement of an appointed director shall be effective until 30 days after the Federation is formally notified in writing of such replacement. The following Representative organizations have the right to appoint one Appointed Director to the Federation's Board of Directors: -Beth-El Zedeck Congregation -Indianapolis Hebrew Congregation -B'nai Torah Congregation -Etz Chaim Sephardic Congregation -Hadassah -National Council of Jewish Women, Indianapolis Section -Hasten Hebrew Academy of Indianapolis -Indianapolis Chapter of AMIT Women -Lubavitch of Indiana -Congregation Shaarey Tefilla Form 990, Part VI, Line 11b Review of form 990 by governing body Form 990 is prepared by an independent CPA firm. Jewish Federation of Greater Indianapolis, Inc. has appointed the audit committee to review in detail the Form 990. The audit committee then reports to the board a summary of information in the Form 990. Board members also receive a copy of the Form 990 via email before it is filed with the IRS. Form 990, Part VI, Line 12c Conflict of interest policy Conflict of interest statements are sent to all board members, officers, and key employees annually to complete. The statements are reviewed by the Board President and she determines whether an actual or potential conflict of interest exists. If a conflict were to exist on a voting item, the board member is required to recuse themselves from that vote. Form 990, Part VI, Line 15a Process to establish compensation of top management official An annual review of salary and benefits for the Executive Vice President (also referred to as the CEO) was completed by an adhoc committee of the JFGI officers and recommended for approval to the finance committee, who approves the full operating budget (which includes compensation for all staff). Comparability data, including participation in the Jewish Federation of North America annual compensation survey, is used to be sure that compensation for our community is reasonable and in line with federation professionals across the U.S. The decisions of the committee were included in the budget that was provided to the board and documented in the committee minutes. This process is performed annually. Form 990, Part VI, Line 15b Process to establish compensation of other employees JFGI participates in the Jewish Federation of North America's annual compensation survey. This information is reviewed periodically by the finance committee to ensure compensation for our community is in line with federation professionals across the U.S. The decisions of the committee were included in the budget that was provided to the board and documented in the committee minutes. This process is followed for determining the CFO's compensation. Form 990, Part VI, Line 19 Required documents available to the public Governing documents and conflict of interest policies are not required disclosures purusant to Internal Revenue Code (IRC) Section 6104. These documents are not available to the public at this time. The organization makes its financial statements available on its website. Form 990, Part VIII, Line 2f Other Program Service Revenue Other program revenue - Total Revenue: 111546, Related or Exempt Function Revenue: 111546, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Change in CSV Life Insurance - 36468; Income from Forms K-1 not included in books - 58026; Schedule F, Part II, Line 2 Number of Recipients While 6 separate grants appear in Schedule F, Part II, 2 of the grants are to a single U.S. 501(c)(3) organization for use in 2 regions listed, and for 2 different grant purposes. Schedule F, Part IV, Line 3 The organization has analyzed its ownership in foreign corporations and has determined that it does not meet the reporting thresholds for Form 5471. Schedule F, Part IV, Line 4 The organization has analyzed its ownership in passive foreign investment companies and has determined that it does not meet the reporting thresholds for Form 8621. Schedule F, Part IV, Line 5 The organization has analyzed its ownership in foreign partnerships and has determined that it does not meet the reporting thresholds for Form 8865. Form 990, Part III, Line 1, Organization's Mission: (Continued from 990 Part III) JFGI and other Jewish agencies in Indianapolis, in cooperation with the local synagogues and Jewish agencies, function to promote the general welfare of the Jewish community and to ensure the creative survival and continuity of the Jewish people in Indianapolis and overseas. The Federation community mission is grounded in a pluralistic understanding of the historical, moral and cultural values of Judaism. In an effort to accomplish the above, the Federation commits itself: - To develop and maintain a communal system of organizations to enhance the quality of life and to assist such organizations through leadership development, communal planning, financial and human resource development; - To promote and encourage a positive Jewish identity that will assure the survival, enhancement, and continuation of Jewish life; - To promote and celebrate the diversity and unity of the Jewish people; - To cultivate dialogue and understanding between the Jewish community and the people of the state of Israel, and to support those causes that advance the peace and welfare of the Jewish people around the world; - To enhance the quality of Jewish and civic life; in cooperation with other religious and communal groups and organizations, and - To provide and manage the financial resources to meet and advance the social weflare, cultural, Jewish and general educational, and recreational needs and purposes of the Indianapolis Jewish community.