2023-11-15T11:45:35+00:00 2022-12-31 363990892 Capin Crouse LLP 345 Massachusetts Avenue Suite 300 Indianapolis IN 46204 990 2022-01-01 350888017 Jewish Federation of Greater Indianapolis Inc JEWI 3177265450 6705 Hoover Road Indianapolis IN 46260 Marc Swatez CEO 3177265450 2023-11-15 true Marc Swatez 999009999 true Daren Daiga P01074795 5055022746 2022 2023-04-26 12:10:37Z Marc Swatez 6705 Hoover Road Indianapolis IN 46260 58499272 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. 88 88 29 168 -24557 0 6875808 6210964 1742607 118454 1488188 -416610 -4398 10106603 5908410 6777411 5064154 0 1649500 1781533 0 819962 2478257 1648439 10905168 8494126 -798565 -2585716 105560722 93143979 13529447 12227501 92031275 80916478 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 6308067 4906941 43350 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. 637258 157213 63421 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, 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). The goal of the program is to reduce barriers to services, promote socialization and prevent re-traumatization. 153209 11683 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. 7098534 true true 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 true false false false false false false false false true 27 0 true 29 true true true false false false false false false false false false false false false false false false false X 88 88 true false false 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 1.0 X X 0 0 0 Barry Wormser Board Member & Assistant Officer 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 Board Member (Full year) & Interim CEO (Part year) 1.0 X X 0 0 0 Greg Maurer Vice President 1.0 X X 0 0 0 Helen Kurlander Goldstein Vice President 1.0 X X 0 0 0 Jennifer Schwartz Co-Chair Campaign 1.0 X X 0 0 0 Karen Rothbaum Co-Chair Campaign 2023 1.0 X X 0 0 0 Katy Cantor Board Member (Full year) & Interim CEO (Part year) 1.0 X X 0 0 0 Larry Turow Co-Chair Campaign 1.0 X X 0 0 0 Leslie Rubin 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 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 1.0 X 0 0 0 Benton Marks Board Member 1.0 X 0 0 0 Beth Klapper Immediate Past President 1.0 X 0 0 0 Bradley Bell Board Member 1.0 X 0 0 0 Brenda Freedman Board Member (Part Year) 1.0 X 0 0 0 Brent Epstein Board Member (Part Year) 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 Dabbie Pelletiere-Blatt 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 1.0 X 0 0 0 Elliot Gold 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 Ernie Lorch Board Member (Part Year) 1.0 X 0 0 0 Estelle Nelson 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 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 Jeff Sondhelm Board Member 1.0 X 0 0 0 Jennifer Berday Board Member (part year) 1.0 X 0 0 0 Jerry Litwack Board Member 1.0 X 0 0 0 Joe Ofengender Board Member (Part Year) 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 Kevin Krulewitch Board Member 1.0 X 0 0 0 Lauren Suriel Board Member 1.0 X 0 0 0 Leo Grabovisky Board Member 1.0 X 0 0 0 Leonard Gurin Board Member 1.0 X 0 0 0 Lesie Katz Board Member 1.0 X 0 0 0 Livia Russell Board Member 1.0 X 0 0 0 Marci Price Board Member 1.0 X 0 0 0 Marcia Goldstein Board Member 1.0 X 0 0 0 Marcy Ekhaus Board Member 1.0 X 0 0 0 Marina Grabovsky Board Member X 0 0 0 Marshall Kahn Board Member 1.0 X 0 0 0 Martiin Kroot Board Member 1.0 X 0 0 0 Martin Wiess Board Member 1.0 X 0 0 0 Matthew Tobe Board Member 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 Rothbaum Board Member 1.0 X 0 0 0 Michael Rubin Board Member 1.0 X 0 0 0 Miriam Dant Board Member 1.0 X 0 0 0 Miriam Gettinger Board Member 1.0 X 0 0 0 Monica Rosenfeld Board Member (Part Year) 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 1.0 X 0 0 0 Rachel Simon Board Member 1.0 X 0 0 0 Reva Wiess 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 (Part Year) 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 Steve Harms Board Member (Part Year) 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 Erica Eck Crowell CFO (Part Year) 40.0 X 93115 0 39434 Marc Swatez Executive Vice President/CEO 40.0 X 214327 0 7946 Josh Lodolo Planned Giving & Endowment Senior Director 40.0 X 111991 0 18181 419433 0 65561 2 false true false Coraz Security Inc 2762 Barbano Ct Carmel IN 46074 Security Services 312489 Hasco Inc 49 Boone Village 129 Zionsville IN 46077 Asphalt Paving 194473 Electrical Specialists LLC 345 W Carlisle Street 265 Mooresville IN 46158 Electrical services 111550 Secure Community Network 350 W Hubbard St Chicago IL 60654 Community security program 100406 4 375003 5835961 993902 6210964 Services Agreement Income 624190 43350 43350 Program Events 624190 36756 36756 Leadership Programs 624190 1979 1979 36369 36369 0 0 118454 77646 -30233 107879 5785 15859 -10074 0 -10074 -10074 52068747 12000 52575003 -506256 12000 -494256 -494256 Advertising 5676 5676 0 0 0 0 5676 5908410 118454 -24557 -396451 4536194 4536194 239984 239984 287976 287976 354823 55568 243687 55568 219 219 1137057 482320 213920 440817 42917 13146 17622 12149 155041 71607 32814 50620 91476 20480 46598 24398 14055 14055 47180 47180 429 429 425605 369762 23154 32689 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1724092 15859 1739951 8493697 429 0 429 8494126 Schedule D, Part V, Line 1g Prior year ending balance, Endowment Funds The prior year column (b) was adjusted on Line 1b to agree to a change in the audited financial statements. 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 Change in CSV Life Insurance - 81 Rental Expenses - 15859 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Partnership pass through investments - -30233 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 Rental Expenses - 15859 true Middle East and North Africa 0 0 Grantmaking 81760 South America 0 0 Grantmaking 500 Europe (Including Iceland and Greenland) 0 0 Grantmaking 35000 Russia and Neighboring States 0 0 Grantmaking 170716 Middle East and North Africa 0 0 Investments 6819391 Central America and the Caribbean 0 0 Investments 42879 0 0 0 0 0 0 7150246 0 7150246 Middle East and North Africa IMPACT Scholarships 10000 Check Middle East and North Africa Immigration Support 5000 Check Europe (Including Iceland and Greenland) Jewish Community Center 35000 Check Middle East and North Africa Jewish Community 52000 Check Russia and Neighboring States Ukraine Relief 170716 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. 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 105 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 CARIBBEA; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual; MIDDLE EAST AND NORTH AFRICA-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual; SOUTH AMERICA-Accrual Schedule F, Part II, Line 1 Method used to account for expenditures on org's financial statements EUROPE (INCLUDING ICELAND AND GREENLAND; MIDDLE EAST AND NORTH AFRICA-Accrual; RUSSIA AND NEIGHBORING STATES-Accrual true ACLU FOUNDATION 1031 E Washington St Ste 201 Indianapolis IN 462023952 237398358 501 (c) (3) 22430 Local Community American Cabaret Theatre Inc 924 N Pennsylvania St Ste B Indianapolis IN 46204 311225154 501 (c) (3) 10000 Local Community American Friends Of Leket Israel PO BOX 2090 Teaneck NJ 076661490 208202424 501 (c) (3) 7500 Program Support American Friends Of The Hebrew University Inc 199 Water St 11th Floor New York NY 10038 131568923 501 (c) (3) 15500 Jewish Community American Red Cross of Greater Indpls 1510 N Meridian St Indianapolis IN 46202 530196605 501 (c) (3) 5540 Local Community American Society for Yad Vashem Inc 500 Fifth Ave 42nd Fl New York NY 101104299 133106768 501 (c) (3) 24175 Jewish Community Anti-Defamation League PO BOX 96226 Washington DC 200900226 131818723 501 (c) (3) 6280 Program Support Arts Council Of Indianapolis Inc 924 N Pennsylvania St Indianapolis IN 46204 311225893 501 (c) (3) 30000 Local Community At Your School Child Services Inc (AYS Inc) 4701 N Keystone Ave Ste 475 Indianapolis IN 46205 310989270 501 (c) (3) 30000 Local Community Barbara Sinatra Childrens Center At Eisenhower 39000 Bob Hope Dr Rancho Mirage CA 92270 330136550 501 (c) (3) 6500 Program Support Bat Yam Temple of the Islands Inc PO BOX 84 Sanibel FL 33957 650254027 501 (c) (3) 8500 Jewish Community Big Brothers Big Sisters Of Central Indiana Inc 1433 N Meridian St Indianapolis IN 46202 351323831 501 (c) (3) 50000 Local Community Birthright Israel Foundation PO BOX 21615 New York NY 100871615 134092050 501 (c) (3) 17600 Jewish Community Blue Card Inc 171 Madison Ave Ste 1405 New York NY 10016 131623910 501 (c) (3) 5040 Jewish Community Butler University 4600 Sunset Ave Indianapolis IN 46208 350867977 501 (c) (3) 10000 Local Community Camp Nebagamon Foundation 318 10th St SE Washington DC 20003 863687857 501 (c) (3) 20000 Jewish Community Central Indiana Community Foundation Inc 615 N Alabama St Ste 300 Indianapolis IN 46204 351793680 501 (c) (3) 10100 Local Community Chai Lifeline 6600 N Lincoln Ave Ste 300 Lincolnwood IL 60712 112940331 501 (c) (3) 10000 Jewish Community Congregation Beth-El Zedeck 600 W 70th St Indianapolis IN 46260 351536905 501 (c) (3) 32839 Jewish Community Congregation Shaarey Tefilla 3085 W 116th Street Carmel IN 46032 351922530 501 (c) (3) 13646 Jewish Community Desert Community Foundation 70-240 Frank Sinatra Dr Rancho Mirage CA 92270 954725924 501 (c) (3) 5000 Program Support Eisenhower Health Foundation 39000 Bob Hope Dr Rancho Mirage CA 92270 956130458 501 (c) (3) 68000 Program Support Entertainment Community Fund (The Actor's Fund Of America) 729 Seventh Ave 10th Floor New York NY 10019 131635251 501 (c) (3) 11000 Program Support Eskenazi Health Foundation Inc 720 Eskenazi Ave Fifth Third Bank Indianapolis IN 46202 311132066 501 (c) (3) 19100 Local Community Etz Chaim Sephardic Congregation PO BOX 80004 Indianapolis IN 46280 262525610 501 (c) (3) 17409 Jewish Community Families Moving Forward PO BOX 25426 Durham NC 27701 561633998 501 (c) (3) 20000 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 Gleaners Food Bank Of Indianapolis 3737 Waldemere Ave Indianapolis IN 46241 351483868 501 (c) (3) 12470 Local Community Goodwill Industries Foundation 1635 W Michigan St Indianapolis IN 462223899 350893506 501 (c) (3) 7500 Local Community Hadassah (New York) 40 Wall St 9th Fl New York NY 10005 131656651 501 (c) (3) 5700 Jewish Community Harvard Law School Fund PO BOX 412840 Boston MA 022412840 042103580 501 (c) (3) 20000 Program Support Hasten Hebrew Academy of Indianapolis 6602 Hoover Road Indianapolis IN 46260 351185540 501 (c) (3) 305643 Jewish Community Hillel At Miami University 11 E Walnut St Oxford OH 45056 521844823 501 (c) (3) 20000 Jewish Community Hillel Foundation at Indiana University Inc 730 E 3rd St Bloomington IN 47401 356018940 501 (c) (3) 53561 Jewish Community Hoosier Environmental Council Inc 3951 N Meridian St Ste 100 Indianapolis IN 46208 351576694 501 (c) (3) 15000 Local Community Hooverwood 7001 Hoover Rd Indianapolis IN 46260 356041299 501 (c) (3) 90000 Jewish Community Hooverwood Guild 7001 Hoover Rd Indianapolis IN 46260 351415581 501 (c) (3) 55460 Jewish Community Indiana Forest Alliance Inc 615 N Alabama St Ste A Indianapolis IN 46204 352059195 501 (c) (3) 20000 Local Community Indiana Historical Society 450 W Ohio Street Indianapolis IN 46202 350876384 501 (c) (3) 6895 Local Community Indiana Repertory Theatre Inc 140 W Washington St Indianapolis IN 46204 351186290 501 (c) (3) 35000 Local Community Indiana State Museum 650 W Washington St Indianapolis IN 46204 356202818 501 (c) (3) 15200 Local Community Indiana University Foundation (Bloomington) PO BOX 6460 Indianapolis IN 462066460 356018940 501 (c) (3) 72980 Local Community Indiana University Foundation (Indianapolis) PO BOX 6460 Indianapolis IN 462066460 356018940 501 (c) (3) 302650 Local Community Indianapolis Hebrew Congregation 6501 N Meridian St Indianapolis IN 46260 350871004 501 (c) (3) 99066 Jewish Community Indianapolis Marion County Public Library Foundation PO BOX 6134 Indianapolis IN 462066134 237016089 501 (c) (3) 26000 Local Community Indianapolis Museum of Art-Newfields DBA Newfields Indianapolis IN 462083326 350867955 501 (c) (3) 81835 Local Community Indianapolis Symphony Orchestra Development Dept Indianapolis IN 462042919 351812636 501 (c) (3) 76325 Local Community Indianapolis Zoological Society Inc PO BOX 22309 Indianapolis IN 462220309 351074747 501 (c) (3) 21000 Local Community International Fellowship of Christians and Jews PO BOX 96105 Washington DC 200906105 363256096 501 (c) (3) 101000 Jewish Community International Violin Competition Of Indianapolis 32 E Washington St Ste 1320 Indianapolis IN 462043562 311134236 501 (c) (3) 35000 Program Support IU Hillel Indianapolis 730 E THIRD STREET BLOOMINGTON IN 47401 202804389 501 (c) (3) 36000 Jewish Community Jewish Community Center 6701 Hoover Road Indianapolis IN 46260 237099138 501 (c) (3) 308208 Jewish Community Jewish Community Relations Council 6705 Hoover Rd Indianapolis IN 46260 237099139 501 (c) (3) 332954 Jewish Community Jewish Family And Children's Services PO BOX 159004 San Francisco CA 94115 941156528 501 (c) (3) 10200 Jewish Community Jewish Federation Of Greater Dallas 7800 Northhaven Rd Dallas TX 75230 750800654 501 (c) (3) 15000 Jewish Community Jewish Federation of Greater Los Angeles 6505 Wilshire Blvd Los Angeles CA 90048 951643388 501 (c) (3) 25000 Jewish Community Jewish Federation of Palm Springs & Desert Area 69710 Highway 111 Rahcho Mirage CA 92270 237211881 501 (c) (3) 16500 Jewish Community Jewish Federations of North America 25 Broadway Ste 1700 New York NY 10004 131624240 501 (c) (3) 1330638 Jewish Community Jewish Women's Theatre dba The Braid 3435 Ocean Park Blvd 107-85 Santa Monica CA 90405 474157778 501 (c) (3) 25000 Jewish Community Kehillat Israel Reconstructionist Congregation of Pacific Palisades 16019 W Sunset Rd Pacific Palisades CA 90272 952056645 501 (c) (3) 7000 Jewish Community KIPP Indianapolis College Preparatory 1740 E 30th St Indianapolis IN 46218 300145826 501 (c) (3) 40000 Local Community Lubavitch of Indiana 1037 Golf Ln Indianapolis IN 46260 810632549 501 (c) (3) 11505 Jewish Community Mount Holyoke College 50 College St South Hadley MA 01075 042103578 501 (c) (3) 12000 Program Support National Jewish Health PO BOX 17169 Denver CO 802170169 742044647 501 (c) (3) 6840 Jewish Community Ohio Valley Hillel Consortium 525 Versailles Drive Dayton OH 45459 310537488 501 (c) (3) 80670 Jewish Community Palm Springs Art Museum PO BOX 2310 Palm Springs CA 922632310 951809576 501 (c) (3) 53250 Program Support Palm Springs Friends Of Philharmonic PO BOX 12770 Palm Desert CA 922552770 237369948 501 (c) (3) 13500 Program Support Planned Parenthood of the Great Northwest and the Hawaiian Islands PO BOX 3641 Seattle WA 981243641 910686012 501 (c) (3) 6485 Program Support Shalom Hartman Institute Of North America 475 Riverside Dr Ste 1450 New York NY 10115 133014387 501 (c) (3) 7100 Jewish Community State Leadership Project PO Box 223 Raleigh NC 27539 834006980 501 (c) (3) 100000 Program Support Temple Chai Grant 1670 W Checker Rd Long Grove IL 60047 362777026 501 (c) (3) 10000 Jewish Community Temple Emanu-El 8500 Hillcrest Rd Dallas TX 75225 131663143 501 (c) (3) 10000 Jewish Community The Greenwood School 14 Greenwood Ln Putney VT 05346 042642602 501 (c) (3) 50000 Program Support Triangle Residential Options For Substance Abusers 1820 James St Durham NC 277072024 561861158 501 (c) (3) 20000 Program Support United States Holocaust Memorial Museum 100 Raoul Wallenberg Place SW Washington DC 200242126 521309391 501 (c) (3) 17400 Jewish Community United Way of Central Indiana Inc 2955 N Meridian St Suite 300 Indianapolis IN 46208 351007590 501 (c) (3) 16500 Local Community World Ort 75 Maiden Lane 10th Floor New York NY 10038 061669917 501 (c) (3) 10000 Jewish Community 77 0 Scholarships 5 12182 Economic Relief 122 154581 Jewish Camps 35 22500 Jewish Israel Trip Scholarships 5 4260 Community Relief Fund Grants 25 46461 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 105 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 X false false false false false false false false false Marc Swatez Executive Vice President/CEO 214227 0 0 0 100 0 0 0 7946 0 222273 0 0 0 X 27 993902 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 consist of twenty-seven (27) members of the Board of Directors and all Life Members of the Board of Directors who choose to serve on the Executive Committee. All the officers of the Federation, except those identified in sections 5.4 and 5.7 of the Bylaws, and the President of each Constituent Agency, shall serve on the Executive Committee. The balance of the Executive Committee shall be appointed by the President with the approval of the Board of Directors. The Executive Committee shall meet at the call of the 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, Leo Grabovisky, Marina Grabovsky - Family relationship, Karen Robhtaum and Michael Rothbaum - Family relationship, Larry Turow, Marina Grabovsky, Leo Grabovsky - Business 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. 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 - Total Revenue: 36369, Related or Exempt Function Revenue: 36369, 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 - 81; Unrelated investment income not reflected on books - 30233; Schedule F, Part II, Line 2 Number of Recipients While 5 separate grants appear in Schedule F, Part II, 3 of the grants are to a single U.S. 501(c)(3) organization for use in 2 regions listed, and for 3 different grant purposes. 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 from Form 990 Schedule F, Pt. IV, Line 1. 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 from Form 990 Schedule F, Pt. IV, Line 3. 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 from Form 990 Schedule F, Pt. IV, Line 4. 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 from Form 990 Schedule F, Pt. IV, Line 5. 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 qualify of Jewish and civic life; in coorperation 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.