2025-11-14T10:37:26+00:00 2024-12-31 332621854 CRI Capin Crouse Advisors LLC 345 Massachusetts Ave Suite 300 Indianapolis IN 46204 990 2024-01-01 350888017 Jewish Federation of Greater Indianapolis Inc JEWI 3177265450 6705 Hoover Road Indianapolis IN 46260 Marc Swatez CEO 3177265450 2025-11-14 true true Sara Tibbott P01486965 5055022746 2025-11-14 2024 2025-03-06 01:10:19Z Marc Swatez 6705 Hoover Road Indianapolis IN 46260 31082847 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. 79 79 34 250 60554 0 7119883 7227380 183461 248447 324607 949156 21391 4475 7649342 8429458 4418076 4526626 0 1999728 2166089 103150 0 961770 2182625 2742412 8703579 9435127 -1054237 -1005669 101351451 108433860 13118999 13237373 88232452 95196487 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 5983432 4166967 118954 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. 747847 359659 55695 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. 522160 0 73798 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. 7253439 true true false false false true false false true true true true false true true false true false false false true true false false false false false true true true false false false false false false false false false false true false false false false false false false false false true 42 0 true 34 true true true false false false false false false false false false false false false false X 79 79 true false false false false true false true true false false false true true true true true true true true false false X X Lynne Tromble 3177265450 6705 Hoover Road Indianapolis IN 46260 Barry Wormser Board Member & Assistant Officer 1.0 X X 0 0 0 Bradley Gershman Vice President (part year) 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 President 1.0 X X 0 0 0 Janine Shapiro Co-Chair Campaign 2024 1.0 X X 0 0 0 Larry Turow Vice President 1.0 X X 0 0 0 Leslie Rubin Immediate Past President 1.0 X X 0 0 0 Miriam Dant Vice President 1.0 X X 0 0 0 Sandy Nachlis Co-Chair Campaign 2024 1.0 X X 0 0 0 Barbara Leventhal Board Member 1.0 X 0 0 0 Barbara Levy Board Member 1.0 X 0 0 0 Barry Kroot Board Member (part year) 1.0 X 0 0 0 Benton Marks Board Member 1.0 X 0 0 0 Beth Klapper 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 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 Emma Law-Oppman 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 Hannah Herman - Gazdacka Board Member 1.0 X 0 0 0 Hart Hasten Board Member 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 Jennifer Schwartz Board Member 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 Karen Rothbaum 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 Linda Mordoh Board Member 1.0 X 0 0 0 Livia Russell Board Member 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 Martin Kroot Board Member 1.0 X 0 0 0 Martin Weiss Board Member (part year) 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 Mervis Board Member 1.0 X 0 0 0 Michael Mickey Maurer Board Member 1.0 X 0 0 0 Michael Rothbaum 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 Molly Tavel-Kaback 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 (part year) 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 (part year) 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 111460 0 12821 Marc Swatez Executive Vice President/CEO 40.0 X 272408 0 32544 Rebecca Schalit-Newman Chief Development Officer 40.0 X 135221 0 1527 519089 0 46892 3 false true false Coraz Security Inc 2762 Barbano Court Carmel IN 46074 Security Services 345176 Secure Community Network 540 N Dearborn Street Chicago IL 60610 Security Consulting/Training Services 228013 Gil Travel Group 1511 Walnut Street 2nd FL Philadelphia PA 19102 Travel Services 192581 Jewish Federations of North America 25 Braodway STE 1700 New York NY 10004 Support Services 149659 Keisari Catering 1043 Golf Lane Indianapolis IN 46260 Catering Services 103187 5 7227380 3196875 7227380 Services Agreement Income 624190 55695 55695 Program Events 624190 66837 66837 Leadership Programs 624190 6961 6961 118954 118954 0 0 248447 666818 56079 610739 0 0 22935727 22653389 282338 0 282338 282338 Advertising 513120 4475 4475 0 0 0 0 4475 8429458 248447 60554 893077 4096073 4096073 220073 220073 210480 210480 429233 84267 204792 140174 1415178 712813 368787 333578 81194 40375 21526 19293 193204 95496 61064 36644 47280 11112 21269 14899 62043 62043 74548 74548 670416 491329 63265 115822 107126 5374 75007 26745 120332 33456 79682 7194 168597 51473 81863 35261 285983 199782 46845 39356 406555 255587 11528 139440 22580 8210 8065 6305 133446 133446 317846 311490 3178 3178 57581 26730 30851 Direct Program Expenses 315359 265873 5605 43881 0 0 0 0 9435127 7253439 1219918 961770 4715802 3080304 677941 342447 0 0 0 0 998590 876725 73219 49446 48614959 46069030 2852519 2545929 4706746 3503185 75961424 86595912 0 11365210 11439912 101351451 108433860 390940 645660 187535 10539636 10796448 0 0 1519786 1357992 481102 437273 13118999 13237373 X 77139284 82694723 11093168 12501764 88232452 95196487 101351451 108433860 X -1005669 8042623 -72919 X false true true false X 6350915 6875808 6210964 7119883 7227380 33784950 0 0 6350915 6875808 6210964 7119883 7227380 33784950 6072098 27712852 525780 592156 113664 499583 610739 2341922 0 0 0 0 0 0 0 0 0 0 0 0 36126872 4162751 0.76710 0.79558 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 94 3074205 3953213 63752310 true true false true X 29771245 883530 2585259 1236350 32003684 28050549 396516 2665350 1341170 29771245 32163395 956883 -3002842 2066887 28050549 28317479 1725178 3535166 1414428 32163395 26290238 1880845 1875479 1729083 28317479 0.6121 0.3879 0.0 false false 198919 198919 42766427 40459293 2307134 5649613 5609737 39876 2545929 Closely-held equity interests Financial derivatives Certificates of deposit 121927 F U.S. government agency obligations 3022888 F Corporate bonds 1254443 F Municipal bonds F Israel bonds 1250000 F Limited partnerships 3581716 F Other alternative investments - Commonfund pool 74387170 F Cash and cash equivalents 2977768 F 86595912 Due from constituent agencies 26869 Investments held in trust for constituent and beneficiary agencies 10796448 Cash-value life insurance 616595 11439912 Federal Income Taxes Due to constituent agencies Charitable gift annuities 437273 437273 18050937 8042623 1726323 0 9768946 8281991 74548 72919 147467 8429458 11086902 1726323 0 1726323 9360579 74548 0 74548 9435127 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 4(b) Other revenues in form 990 not in audited financial statements Change in CSV life insurance - 16840 Income from K-1, not included in books - 56079 true Middle East and North Africa 0 0 Grantmaking 210480 Middle East and North Africa 0 0 Investments 8066007 Central America and the Caribbean 0 0 Investments 8491 0 0 0 0 0 0 8284978 0 8284978 Middle East and North Africa Israel War Relief 181000 Check Middle East and North Africa IMPACT Scholarships & General Support 15180 Check Middle East and North Africa Israel Emergency Relief 14300 Check 3 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 94 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; MIDDLE EAST AND NORTH AFRICA-Accrual Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements MIDDLE EAST AND NORTH AFRICA-Accrual true Jewish Community Center 6701 Hoover Road Indianapolis IN 46260 237099138 501(c)(3) 692195 Jewish Community Jewish Federations of North America 25 Broadway Ste 1700 New York NY 10004 131624240 501(c)(3) 464809 Jewish Community Jewish Community Relations Council 6705 Hoover Rd Indianapolis IN 46260 237099139 501(c)(3) 319250 Jewish Community Hasten Hebrew Academy of Indianapolis 6602 Hoover Road Indianapolis IN 46260 351185540 501(c)(3) 309777 Jewish Community Goldman Union Camp Institute (GUCI) 9349 Moore Rd Zionsville IN 46077 356006574 501(c)(3) 255500 Jewish Support Indiana University Foundation - Indianapolis PO BOX 6460 Indianapolis IN 462066460 356018940 501(c)(3) 132100 Program Support Indianapolis Museum of Art-Newfields DBA Newfields Indianapolis IN 462083326 350867955 501(c)(3) 128488 Local Community Big Brothers Big Sisters Of Central Indiana Inc 1433 N Meridian St Indianapolis IN 46202 351323831 501(c)(3) 125000 Local Community Hillel Foundation at Indiana University Inc 730 E 3rd St Bloomington IN 47401 202804389 501(c)(3) 120260 Jewish Community Eskenazi Health Foundation Inc 720 Eskenazi Ave Fifth Third Bank Indianapolis IN 46202 311132066 501(c)(3) 98150 Local Community Hooverwood Living 7001 Hoover Rd Indianapolis IN 46260 356041299 501(c)(3) 95742 Jewish Community Indianapolis Symphony Orchestra Development Dept Indianapolis IN 462042919 351812636 501(c)(3) 85000 Local Community Indianapolis Hebrew Congregation 6501 N Meridian St Indianapolis IN 46260 350871004 501(c)(3) 78282 Jewish Community Anti-Defamation League 605 Third Ave New York NY 101583650 131818723 501(c)(3) 59180 Jewish Community Rollins College 1000 Holt Ave Ste 2749 Winter Park FL 32789 590624440 501(c)(3) 50000 Program Support Jewish Agency For Israel-North American Council 633 Third Avenue New York NY 10017 230053483 501(c)(3) 43000 Jewish Community Camp Nebagamon Foundation PO Box 429 Lake Nebagamon WI 54849 863687857 501(c)(3) 40000 Jewish Community KIPP Indianapolis College Preparatory 1740 E 30th St Indianapolis IN 46218 300145826 501(c)(3) 40000 Local Community Indiana University Foundation - Bloomington PO BOX 6460 Indianapolis IN 462066460 356018940 501(c)(3) 32105 Program Support Purdue Hillel Foundation 912 Mitch Daniels Blvd Lafayette IN 47906 200633180 501(c)(3) 31517 Jewish Community Jewish National Fund - JNF 78 Randall Ave Rockville Center NY 11570 131659627 501(c)(3) 31100 Jewish Community Arts Council Of Indianapolis Inc 924 N Pennsylvania St Indianapolis IN 46204 311225893 501(c)(3) 30000 Local Community Indiana Forest Alliance Inc 615 N Alabama St Ste A Indianapolis IN 46204 352059195 501(c)(3) 30000 Local Community Birthright Israel Foundation PO BOX 21615 New York NY 100871615 134092050 501(c)(3) 28500 Jewish Community Unity Warriors INC 5100 Poplar Ave Suite 720 Memphis TN 38137 853137407 501(c)(3) 28300 Jewish Community American Jewish Joint Distribution Committee PO BOX 4124 New York NY 10163 131656634 501(c)(3) 27710 Jewish Community Indianapolis Marion County Public Library Foundation PO BOX 6134 Indianapolis IN 462066134 237016089 501(c)(3) 26000 Program Support Indiana State Museum 650 W Washington St Indianapolis IN 46204 356202818 501(c)(3) 25000 Program Support Jewish Federation of Greater Los Angeles PO Box 54269 Los Angeles CA 900540269 951643388 501(c)(3) 25000 Jewish Community Patachou Foundation Inc 4565 Marcy Lane Indianapolis IN 46205 462741705 501(c)(3) 25000 Program Support Fidelity Investments Charitable Gift Fund 200 Seaport Blvd Boston MA 02210 110303001 501(c)(3) 22137 Program Support ACLU of Indiana Foundation 1031 E Washington St Ste 201 Indianapolis IN 462023952 237398358 501(c)(3) 21350 Jewish Community United States Holocaust Memorial Museum 100 Raoul Wallenberg Place SW Washington DC 200242126 521309391 501(c)(3) 20200 Program Support At Your School Child Services Inc (AYS Inc) 4701 N Keystone Ave Ste 475 Indianapolis IN 46205 310989270 501(c)(3) 20000 Local Community Child Advocates Inc 8200 Haverstick Rd Suite 240 Indianapolis IN 46240 351788240 501(c)(3) 20000 Program Support Palm Springs Art Museum PO BOX 2310 Palm Springs CA 922632310 951809576 501(c)(3) 20000 Program Support Rancho Mirage Writers Festival 71-100 Highway 111 Rancho Mirage CA 92270 371754922 501(c)(3) 20000 Program Support Congregation Beth-El Zedeck 600 W 70th St Indianapolis IN 46260 351536905 501(c)(3) 19455 Jewish Community Indianapolis Orthodox Board of Kashrus 6510 Hoover Road Indianapolis IN 46260 352015499 501(c)(3) 19200 Jewish Community 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) 17890 Jewish Community Hoosier Environmental Council Inc 3951 N Meridian St Ste 100 Indianapolis IN 46208 351576694 501(c)(3) 17500 Program Support Mount Holyoke College 50 College St South Hadley MA 01075 042103578 501(c)(3) 16000 Program Support Friends Of The Israel Defense Forces 60 East 42nd Street New York NY 10165 133156445 501(c)(3) 15180 Jewish Community American Friends Of Leket Israel PO BOX 2090 Teaneck NJ 076661490 208202424 501(c)(3) 14300 Jewish Community Planned Parenthood of the Great Northwest Hawai'i Alaska Indiana Kentucky MS 313641 Seattle WA 981243641 910686012 501(c)(3) 14230 Program Support Vail Health Services Foundation PO Box 40000 Vail CO 81658 742505662 501(c)(3) 13836 Program Support Etz Chaim Sephardic Congregation 6939 Hoover Rd Indianapolis IN 46260 262525610 501(c)(3) 13106 Jewish Community Miami University Foundation 725 E Chestnut Street Oxford OH 46056 316026014 501(c)(3) 12500 Program Support WFYI 1630 N Meridian St Indianapolis IN 462021437 351147600 501(c)(3) 11850 Program Support Gleaners Food Bank Of Indianapolis 3737 Waldemere Ave Indianapolis IN 46241 351483868 501(c)(3) 11700 Local Community Indianapolis Zoological Society Inc PO BOX 22309 Indianapolis IN 46222 351074747 501(c)(3) 11000 Program Support Holliday Park Foundation Inc 6363 Spring Mill Road Indianapolis IN 46260 351816648 501(c)(3) 10610 Local Community Temple Emanu-El 8500 Hillcrest Rd Dallas TX 75225 131663143 501(c)(3) 10400 Jewish Community University High School Of Indiana Inc 2825 West 116th St Carmel IN 46032 352034546 501(c)(3) 10180 Program Support Eisenhower Health Foundation 39000 Bob Hope Dr Racho Mirage CA 92270 956130458 501(c)(3) 10000 Program Support Friends Of The Cultural Center Inc (McCallum Theatre) 73000 Fred Waring Dr Palm Desert CA 92260 952834871 501(c)(3) 10000 Program Support Hudson River Sloop Clearwater Inc 724 Wolcott Ave Beacon NY 12508 146049022 501(c)(3) 10000 Local Community Jewish Federation of Palm Springs & Desert Area 69710 Highway 111 Rahcho Mirage CA 92270 237211881 501(c)(3) 10000 Jewish Community The Great American Songbook Foundation Inc 1 Carter Green Carmel IN 46032 260620716 501(c)(3) 10000 Program Support Chai Lifeline 6600 N Lincoln Ave Ste 300 Lincolnwood IL 60712 112940331 501(c)(3) 8750 Program Support Indiana Jewish Discovery Center Inc 1112 Oakwood Trail Indianapolis IN 46260 823348844 501(c)(3) 8120 Jewish Community Bat Yam Temple of the Islands Inc PO BOX 84 Sanibel FL 33957 650254027 501(c)(3) 8000 Jewish Community Goodwill Industries Foundation 1635 W Michigan St Indianapolis IN 462223899 350893506 501(c)(3) 8000 Program Support Shalom Hartman Institute Of North America 475 Riverside Dr Ste 1450 New York NY 10115 133014387 501(c)(3) 8000 Jewish Community Hillel At Miami University 11 E Walnut St Oxford OH 45056 521844823 501(c)(3) 7500 Jewish Community Stand For Children Leadership Center PO Box 441597 Indianapolis IN 46244 521957214 501(c)(3) 7500 Program Support Kehillat Israel Reconstructionist Congregation of Pacific Palisades 16019 W Sunset Rd Pacific Palisades CA 90272 952056645 501(c)(3) 7250 Jewish Community Michael Levin Lone Soldier Foundation EB Group LLP C/O Lone Soldier Foundation Melville NY 11747 473798721 501(c)(3) 6250 Jewish Community Congregation B'nai B'rith 1000 San Antonio Creek Road Santa Barbara CA 93111 956006585 501(c)(3) 5880 Jewish Community The Hun School of Princeton 176 Edgerstoune Rd Princeton NJ 08540 210639868 501(c)(3) 5250 Program Support Indiana Jewish Historical Society 6705 Hoover Rd Indianapolis IN 46260 351288789 501(c)(3) 5120 Jewish Community 72 0 Economic Relief 23 83199 School Scholarships 34 78117 Jewish Camps 65 41080 Community Relief 17 17677 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 94 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 271336 0 0 0 1072 0 13406 0 19138 0 304952 0 0 0 45 3196875 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, Herbert Simon and Rachel Simon - Family relationship, Michelle Korin and Offer Korin - Family relationship, Leo Grabovsky and Marina Grabovsky - Family relationship 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 pursuant 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: 118954, Related or Exempt Function Revenue: 118954, 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 - -16840; Income from Forms K-1 not included in books - -56079; Total - -72919; Schedule F, Part IV, Line 1 The organization has analyzed its ownership in foreign corporations and has determined that it does not meet the reporting thresholds for Form 926. 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.