2025-06-11T15:29:53-04:00 2024-08-31 352072184 DWC CPAS LLC 3454 DOUGLAS RD SOUTH BEND IN 46635 990 2023-09-01 350941124 JEWISH FEDERATION OF ST JOSEPH VALLEY INC JEWI 5742331164 3202 SHALOM WAY SOUTH BEND IN 46615 MARK MOSHE KRUGER EXECUTIVE DIRECTOR 5742331164 2025-05-30 true true BRADLEY J FETHEROLF CPA P01766977 5742339366 2025-05-30 2023 2025-03-06 01:10:19Z MARK MOSHE KRUGER 3202 SHALOM WAY SOUTH BEND IN 466152955 1782823 false X THEJEWISHFED.ORG X 1945 IN TO BE THE CENTRAL RESOURCE TO EMBRACE, CONNECT, AND SUPPORT JEWS LOCALLY AND GLOBALLY THROUGH SOCIAL SERVICES, COORDINATED FUNDRAISING, COMMUNITY OUTREACH, AND EDUCATIONAL AND RECREATIONAL PROGRAMMING. 15 15 19 35 2945 645490 780997 98351 143979 223187 377757 32982 38073 1000010 1340806 308160 406969 0 487698 551805 0 67093 510846 484922 1306704 1443696 -306694 -102890 12669807 13717219 4205338 4789346 8464469 8927873 TO BE THE CENTRAL RESOURCE TO EMBRACE, CONNECT, AND SUPPORT JEWS LOCALLY AND GLOBALLY THROUGH SOCIAL SERVICES, COORDINATED FUNDRAISING, COMMUNITY OUTREACH, AND EDUCATIONAL AND RECREATIONAL PROGRAMMING. false false 165542 JEWISH FAMILY SERVICES. IN THE SPIRIT OF CHESED (KINDNESS AND COMPASSION) OUR JFS BRING HOPE TO THOSE MOST IN NEED AMONG US THROUGH OUR COMPASSIONATE JEWISH FAMILY SERVICES DEPARTMENT AND FOOD PANTRY WE PROVIDED SMALL EMERGENCY FINANCIAL GRANTS TO OUR MOST VULNERABLE LOCAL INDIVIDUALS TO HEAT THEIR HOMES IN THE WINTER, TRANSPORTATION TO GET TO NECESSARY MEDICAL AND MENTAL SERVICES APPOINTMENTS, AND DIRECT PAYMENT OF NECESSARY MEDICAL AND DENTAL COSTS. 354887 143979 THROUGH VARIOUS PROGRAMS FOR CHILDREN, YOUTH AND ADULTS WE HAVE CREATED NUMEROUS OPPORTUNITIES FOR MEMBERS OF THE COMMUNITY TO PARTICIPATE IN EDUCATIONAL AND RECREATIONAL ACTIVITIES AS WELL AS ENGAGE AND SUPPORT JEWS WORLDWIDE. WE WELCOME GIFTS OF ALL SIZES AS WELL AS THE DONATION OF TIME, AND NO GIFT OR ACT OF KINDNESS IS TOO SMALL TO HELP. 557443 406969 IN THE SPIRIT OF TIKKUN OLAM (REPAIR THE WORLD), OUR COMMUNITY RELATIONS AND ISRAEL ADVOCACY DEPARTMENT ACT TO REPAIR THE WORLD THROUGH ADVOCACY, OUTREACH, AND VOCAL CONDEMNATION OF ANTI-SEMITISM SEND OUR COMMUNITY EDUCATORS TO OVER 20 LOCAL SCHOOLS, CHURCHES AND ORGANIZATIONS AT NO COST TO THE RECIPIENTS. WE ALSO WORKED WITH 15 LOCAL SOCIAL JUSTICE AGENCIES TO GAIN SUPPORT FOR THE STATE TO PASS A HATE CRIMES BILL. IN THE SPIRIT OF K'LAL YISRAEL (JEWISH PEOPLEHOOD) WE BRING JEWS OF ALL BACKGROUNDS, AFFILIATIONS, AND OBSERVANCE LEVELS TOGETHER UNDER ONE ROOF HAVING COMMUNITY WIDE CELEBRATION EVENTS. 1077872 true true false false false true false false true true true true false false false true true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 19 0 19 true true true false false false false false false false false false false false false false false false false X 15 15 false false false false false true true true true false false false true true true true true true false false X DANIEL COSSMAN 5742331164 3202 SHALOLM WAY SOUTH BEND IN 46615 MARK MOSHE KRUGER EXECUTIVE DI 40.00 X 130311 0 6963 DONNA AYRES DIRECTOR 1.00 X 0 0 0 JEAN KETCHAM DIRECTOR 1.00 X 0 0 0 RONI AZIGOV DIRECTOR 1.00 X 0 0 0 AUDREY ROSE DIRECTOR 1.00 X 0 0 0 SARAH FELDBAUM DIRECTOR 1.00 X 0 0 0 RUTH KREMER DIRECTOR 1.00 X 0 0 0 JENNIFER SCHWARTZ DIRECTOR 1.00 X 0 0 0 AVIVA WULFSOHN DIRECTOR 1.00 X 0 0 0 MEGAN NEW DIRECTOR 1.00 X 0 0 0 DEENA ABRAHAM SECRETARY 2.00 X X 0 0 0 ALON SHEMESH IMMEDIATE PA 2.00 X X 0 0 0 CRISTYNE PORILE PRESIDENT 2.00 X X 0 0 0 MARA BOETTCHER TREASURER 2.00 X X 0 0 0 ALLEN STENBERG VICE PRESIDE 2.00 X X 0 0 0 SARA NERENBERG VICE PRESIDE 2.00 X X 0 0 0 130311 6963 1 false false false 780997 780997 OTHER 900099 75984 75984 PROGRAM FEES 900099 35832 35832 FILM FESTIVAL 711300 32163 32163 143979 151476 151476 35128 35128 35128 35128 668298 442017 226281 226281 226281 INVESTMENT IN PRIVATE EQUITY 523000 2945 2945 2945 1340806 143979 2945 412885 406969 406969 134466 26569 48941 58956 357110 257221 99889 13985 8605 2460 2920 12702 4560 8142 33542 19488 10037 4017 18960 18960 25271 25271 60688 20669 40019 15941 15027 914 34009 22729 11280 85873 83602 2271 14908 9551 5357 129477 125031 4446 16128 991 15137 EVENTS & PROGRAMS 71058 69858 1200 PROFESSIONAL DEVELOPMENT 6406 5087 1319 FOOD SERVICES 3594 1915 1679 OTHER 2609 2609 1443696 1077872 298731 67093 36361 76349 308140 182187 3829890 2443471 1503337 1386419 8693851 10058193 2043859 1929812 84259 84259 12669807 13717219 111239 83436 4094099 4705910 4205338 4789346 X 6461720 6569269 2002749 2358604 8464469 8927873 12669807 13717219 X -102890 569928 -3634 X false true X true false X 757942 510034 439143 645490 780997 3133606 757942 510034 439143 645490 780997 3133606 422448 2711158 142802 194493 93838 196448 186604 814185 4289 9761 10400 4920 2945 32315 3980106 446196 0.68120 0.69130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11 116453 113518 1178016 true true false true X 1682009 289436 80499 1890946 1572354 154901 45246 1682009 1832711 -211646 48711 1572354 1602111 57965 236282 63647 1832711 1376552 76143 189303 39887 1602111 0.16520 0.58580 0.24900 false false 84000 84000 3091558 1956662 1134896 590262 422739 167523 64070 64070 1386419 COMMONFUND CAPITAL PARTNERS VI, LP 416916 F COMMONFUND CAPITAL PARTNERS VII, LP 298946 F COMMONFUND CAPITAL PARTNERS VIII, LP 284892 F AMG PANTHEON FUND, LLC 280565 F BLACKSTONE REAL ESTATE INCOME TST CL 278874 F COMMONFUND CAPITAL PARTNERS V, LP 235472 F COMMONFUND CAPITAL PARTNERS IX, LP 73031 F COMMONFUND CAPITAL PARTNERS IV, LP 46759 F OTHER 14357 F 1929812 X 1885463 569928 569928 1315535 25271 25271 1340806 1422059 3634 3634 1418425 25271 25271 1443696 SCHEDULE D, PAGE 2, PART IV, LINE 2B THE ORGANIZATION HOLDS ENDOWMENT FUNDS FOR OTHER LOCAL JEWISH ORGANIZATIONS IN ITS INVESTMENT PORTFOLIO. SCHEDULE D, PAGE 2, PART V, LINE 4 EARNINGS FROM THE ORGANIZATION'S ENDOWMENT FUNDS ARE USED FOR VARIOUS PURPOSES, DEPENDING ON THE ORIGIN OF THE FUND. A PORTION OF THE FUNDS HAS BEEN RESTRICTED BY DONORS FOR SPECIFIC PURPOSES, INCLUDING LIBRARY, CULTURAL ARTS, ADULT JEWISH EDUCATION, AND SCHOLARSHIPS, AND A PORTION HAS BEEN DESIGNATED BY THE BOARD OF DIRECTORS FOR GENERAL SUPPORT OF THE ORGANIZATION'S MISSION. SCHEDULE D, PAGE 3, PART X WE RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. EXAMPLES OF TAX POSITIONS INCLUDE OUR TAX-EXEMPT STATUS AND POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. WE HAVE NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, AND THERE ARE NO UNRECOGNIZED TAX BENEFITS RECORDED AS LIABILITIES IN THE ACCOMPANYING FINANCIAL STATEMENTS. WE CLASSIFY INTEREST AND PENALTIES, IF ANY, ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS A COMPONENT OF INCOME TAX EXPENSE, AND THERE WAS NO ACCRUED INTEREST OR ANY PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AT EITHER AUGUST 31, 2024 OR 2023, OR ANY INTEREST OR PENALTIES EXPENSE RELATED TO UNRECOGNIZED TAX BENEFITS FOR THE EIGHT MONTHS AND YEAR THEN ENDED. WE ARE NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE OR THE STATE OF INDIANA FOR YEARS PRIOR TO DECEMBER 31, 2020. true SINAI SYNAGOGUE 1102 E LASALLE AVE SOUTH BEND IN 46617 350896899 501C3 5180 JEWISH EDUCATION THE JEWISH FEDERATION OF NORTH AMERICA INC 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501C3 168470 HUMANITARIUM AID INDIANA UNIVERSITY FOUNDATION 1500 N STATE RD 46 BYPASS BLOOMINGTON IN 47408 356018940 501C3 7000 EDUCATION 3 SCHEDULE I, PAGE 1, PART I, LINE 2 PT I LINE 2: THE JEWISH COMMUNITY OF ST. JOSEPH VALLEY REPRESENT LESS THAN .5% (1/2 A PERCENT) OF THE GREATER MICHIANA COMMUNITY. BEING SUCH A SMALL GROUP, ALL OF THE JEWISH AGENCIES AND SYNAGOGUES WORK EXTREMELY CLOSE TOGETHER AND THERE IS OVERLAP WITH MEMBERS AND LEADERSHIP. OUR BOARD OF DIRECTORS IS MADE UP OF A MIX OF ALL OF THESE SYNAGOGUE AND AGENCIES REPRESENTATIVES, AS WELL AS UNAFFILIATED MEMBERS. THIS MAKES OUR OVERSIGHT OF GRANTS EXTREMELY EVIDENT THROUGH DIRECT INTERACTIONS AMONG THE STAFF AND LAY LEADERSHIPS DIRECT EXPERIENCES AND OBSERVATIONS ON THE GROUND. FOR THE JEWISH FEDERATION OF NORTH AMERICA, AS A SUPPORTING AGENCY, WE RECEIVE REGULAR REPORTS ON THE USE OF ALLOCATIONS, AS WELL AS GETTING OPPORTUNITIES TO INTERACT AND VISIT WITH RECIPIENTS AND RECIPIENT AGENCIES THROUGH NATIONAL MEETINGS AND GLOBAL MISSIONS. FORM 990, PAGE 6, PART VI, LINE 7A PT VI, LINE 7A: THERE IS ONE CLASS OF MEMBERS, WHICH INCLUDES ALL INDIVIDUALS WHO DONATE 18 OR MORE TO THE ANNUAL CAMPAIGN. MEMBERS ONLY HAVE THE RIGHTS TO ELECT THE BOARD OF DIRECTORS AND TO APPROVE CHANGES TO THE ORGANIZATION'S BYLAWS; THEY ARE NOT ENTITLED TO ANY DISTRIBUTION OF THE ORGANIZATION'S ASSETS. FORM 990, PAGE 6, PART VI, LINE 7B PT VI, LINE 7B: MEMBERS ELECT THE BOARD OF DIRECTORS AND APPROVE CHANGES TO THE ORGANIZATION'S BYLAWS. FORM 990, PAGE 6, PART VI, LINE 11B PT VI, LINE 11B: DUE TO CONFIDENTIALITY OF OUR DONORS, OUR EXECUTIVE DIRECTOR, TREASURER, AND PRESIDENT ARE THE ONLY ONES WHO SEE THE FULL 990; THE REST OF THE BOARD ONLY RECEIVE COPIES OF THE FIRST 12 PAGES AND NONE OF THE SCHEDULES. FORM 990, PAGE 6, PART VI, LINE 12C PT VI, LINE 12C: ALL "KEY INDIVIDUALS" (TRUSTEES, OFFICERS, COMMITTEE MEMBERS, AND EMPLOYEES IN A POSITION TO INFLUENCE OR VOTE ON POLICIES) ARE SUBJECT TO THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, WHICH IS FURNISHED TO SUCH INDIVIDUALS UPON COMMENCEMENT OF THEIR POSITION AND ANNUALLY THEREAFTER AT THE ANNUAL MEETING. ANY PROPOSED TRANSACTIONS BETWEEN THE ORGANIZATION AND SUCH INDIVIDUALS, THEIR FAMILY MEMBERS, OR THEIR RELATED ENTITIES MUST BE FULLY DISCLOSED IN WRITING TO THE CHAIR OF THE RELEVANT COMMITTEE AND MUST BE APPROVED BY A MAJORITY VOTE OF THE BOARD OF DIRECTORS OR RELEVANT COMMITTEE. THE INDIVIDUAL SUBJECT TO THE CONFLICT SHALL NOT VOTE ON THE MATTER NOR BE PRESENT FOR DELIBERATIONS. FORM 990, PAGE 6, PART VI, LINE 15A PT VI, LINE 15A: THE COMPENSATION OF THE EXECUTIVE DIRECTOR IS SET BY THE INDEPENDENT EXECUTIVE COMMITTEE AFTER A FORMAL PERFORMANCE EVALUATION AND TAKING INTO ACCOUNT COMPARABILITY DATA. THIS PROCESS WAS LAST PERFORMED IN 2024. PT VI, LINE 15B: THIS QUESTION HAS BEEN ANSWERED "NO" BECAUSE THERE ARE NO OTHER PAID OFFICERS AND THERE ARE NO "KEY' EMPLOYEES. FORM 990, PAGE 6, PART VI, LINE 19 PT VI, LINE 19: THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 LOSS ON UNCOLLECTABLE PLEDGES -3,634