JEWISH FEDERATION OF GREATER INDIANAPOLIS INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
JEWISH FEDERATION OF GREATER INDIANAPOLIS INC (EIN 35-0888017)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-10-07
IRS object ID
201932809349300783
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-10-07T11:30:07-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13815 River Crossing Parkway Suite 3AddressLine1Txt
Address Line200AddressLine2Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP462400977ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN350888017EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF GREATER INDIANAPOLIS INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone3177265450PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16705 HOOVER ROADAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46260ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEBRA BARTON GRANTPersonNm
Person TitleEXEC. VICE PRESIDENTPersonTitleTxt
Signature2019-10-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKIM SCIFRESPreparerPersonNm
PTINP01316095PTIN
Phone3175698989PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

FieldValueIRS element (for citing)
Business Name Line1Debra Barton GrantBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line16705 Hoover RoadAddressLine1Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP46260ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$53,639,322GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.jewishindianapolis.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1904FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionThe Jewish Federation of Greater Indianapolis, Inc. is the central philanthropic, planning and community relations organization of the Jewish Community in Indianapolis, Indiana.ActivityOrMissionDesc
Voting Members Governing Body81VotingMembersGoverningBodyCnt
Voting Members Independent81VotingMembersIndependentCnt
Total Employee42TotalEmployeeCnt
Total Volunteers500TotalVolunteersCnt
Total Gross UBI$9,507TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$9,243,141PYContributionsGrantsAmt
CY Contributions Grants$4,444,105CYContributionsGrantsAmt
PY Program Service Revenue$2,558,747PYProgramServiceRevenueAmt
CY Program Service Revenue$2,258,692CYProgramServiceRevenueAmt
PY Investment Income$5,571,189PYInvestmentIncomeAmt
CY Investment Income$1,319,029CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$17,373,077PYTotalRevenueAmt
CY Total Revenue$8,021,826CYTotalRevenueAmt
PY Grants And Similar Paid$8,469,422PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$6,383,994CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,519,919PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,897,047CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,393,262CYTotalFundraisingExpenseAmt
PY Other Expenses$3,532,462PYOtherExpensesAmt
CY Other Expenses$3,267,985CYOtherExpensesAmt
PY Total Expenses$13,521,803PYTotalExpensesAmt
CY Total Expenses$11,549,026CYTotalExpensesAmt
PY Revenues Less Expenses$3,851,274PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$3,527,200CYRevenuesLessExpensesAmt
Total Assets BOY$87,821,074TotalAssetsBOYAmt
Total Assets EOY$79,783,400TotalAssetsEOYAmt
Total Liabilities BOY$10,001,452TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,180,750TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$77,819,622NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$69,602,650NetAssetsOrFundBalancesEOYAmt
MissionThe 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.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$8,429,899ExpenseAmt
Grant$6,383,994GrantAmt
Revenue$806,956RevenueAmt
DescANNUAL GRANT PROGRAM - THE JEWISH FEDERATION OF GREATER INDIANAPOLIS, INC. RAISES DONATIONS THROUGH AN ANNUAL CAMPAIGN AND ENDOWMENT CONTRIBUTIONS. THOSE FUNDS ARE GRANTED 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. JEWISH FEDERATION OF GREATER INDIANAPOLIS PROVIDES FUNDING FOR PROGRAMS SUCH AS LEADERSHIP DEVELOPMENT FOR FUTURE COMMUNITY LEADERS, NEXTGEN (OUTREACH AND ENGAGEMENT EFFORTS FOR 25-45 YEARS OLD), LIFE AND LEGACY (ENDOWMENT PROGRAM DESIGNED TO HELP CREATE PERMANENT LEGACY GIFTS AFTER LIFE TIME), PJ LIBRARY (SUPPORTS FAMILIES IN THEIR JEWISH JOURNEY BY SENDING JEWISH-CONTENT BOOKS AND MUSIC ON A MONTHLY BASIS TO CHILDREN FROM AGE 6 MONTHS TO 11 YEARS).Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$549,639ExpenseAmt
Revenue$42,437RevenueAmt
DescJEWISH FAMILY SERVICES (JFS) AT THE ALBERT & SARA REUBEN SENIOR & COMMUNITY RESOURCE CENTER - JFS IS DEDICATED TO A COORDINATED APPROACH TO SERVICES THAT ENHANCE THE HEALTH, WELL-BEING AND DIGNITY OF OLDER ADULTS, THEIR FAMILIES AND OTHERS IN NEED WITHIN THE JEWISH COMMUNITY. JEWISH FAMILY SERVICE RUNS MANY 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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$198,616ExpenseAmt
Revenue$478RevenueAmt
DescTHE JFGI JEWISH EDUCATION DEPARTMENT RUNS A WIDE VARIETY OF PROGRAMS TO SUPPORT JEWISH EDUCATION THROUGHOUT THE GREATER INDIANAPOLIS AREA. WE PROVIDE DIRECT PROGRAMMING FOR STUDENTS IN GRADES 3-12, WHICH INCLUDE HOLOCAUST EDUCATION, TEEN ENGAGEMENT PROGRAMS, AND FAMILY LEARNING OPPORTUNITIES; PROFESSIONAL DEVELOPMENT FOR TEACHERS IN BOTH JEWISH AND SECULAR SCHOOLS ON TOPICS SUCH AS HOLOCAUST EDUCATION AND BUILDING INCLUSIVE CLASSROOMS; DIRECT SERVICES TO SCHOOLS BY PROVIDING SCHOOLS WITH SPEAKERS ABOUT THE HOLOCAUST, JUDAISM, AND ISRAEL. IN RESPONSE TO IDENTIFIED COMMUNITY NEEDS, PROGRAMMING TO ADDRESS THE NEEDS OF INTERFAITH FAMILIES, LGBTQ+ YOUTH, AND FAMILIES OF CHILDREN WITH SPECIAL NEEDS THROUGH EDUCATIONAL SEMINARS FOR PARENTS AND YOUTH; PROVIDE RESOURCES TO THE BROADER COMMUNITY THROUGH OUR JEWISH COMMUNITY LIBRARY, WHICH IS PART OF THE INDIANAPOLIS PUBLIC LIBRARY SHARED SYSTEM. IN 2018 JEWISH EDUCATION PROGRAMS RAN FROM JULY 1 TO DECEMBER 31.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$9,178,154TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document22IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee42EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OfYes (true)Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members81GoverningBodyVotingMembersCnt
Independent Voting Member81IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ERICA ECK CROWELLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3177265450PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16705 Hoover RoadAddressLine1Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP46260ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (98 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
RUBIN MICHAEL
PRESIDENT1.0Yes (X)Yes (X)$0$0$0
GERSHMAN BRADLEY
VICE PRESIDENT1.0Yes (X)Yes (X)$0$0$0
KLAPPER BETH
VICE PRESIDENT1.0Yes (X)Yes (X)$0$0$0
ROTHBAUM KAREN
VICE PRESIDENT1.0Yes (X)Yes (X)$0$0$0
LUTZ DIANE
TREASURER1.0Yes (X)Yes (X)$0$0$0
SEGAL STACY
SECRETARY1.0Yes (X)Yes (X)$0$0$0
KORIN OFFER
IMMEDIATE PAST PRESIDENT1.0Yes (X)Yes (X)$0$0$0
GOLDSTEIN HELEN
CAMPAIGN CO-CHAIR1.0Yes (X)Yes (X)$0$0$0
RUBIN LESLIE
CAMPAIGN CO-CHAIR1.0Yes (X)Yes (X)$0$0$0
SCHWARZ JAMES
CAMPAIGN CO-CHAIR1.0Yes (X)Yes (X)$0$0$0
ABRAMS JOHN
BOARD MEMBER1.0Yes (X)$0$0$0
BARRETT DAVID
BOARD MEMBER1.0Yes (X)$0$0$0
BATLER JILL
BOARD MEMBER1.0Yes (X)$0$0$0
BELL BRADLEY
BOARD MEMBER1.0Yes (X)$0$0$0
BROWN LAUREL
BOARD MEMBER1.0Yes (X)$0$0$0
BURNETT MATT
BOARD MEMBER1.0Yes (X)$0$0$0
COHEN ALAN
BOARD MEMBER1.0Yes (X)$0$0$0
COHEN CHARLES
BOARD MEMBER1.0Yes (X)$0$0$0
EINHORN CLAUDETTE
BOARD MEMBER1.0Yes (X)$0$0$0
FAILER JUDY
BOARD MEMBER1.0Yes (X)$0$0$0
FARBER SHEREEN
BOARD MEMBER1.0Yes (X)$0$0$0
FELSHER GIGI MARKS
BOARD MEMBER1.0Yes (X)$0$0$0
FOX JUDY
BOARD MEMBER1.0Yes (X)$0$0$0
FRIEDMAN ANDIE
BOARD MEMBER1.0Yes (X)$0$0$0
FRIEDMAN BRENDA
BOARD MEMBER1.0Yes (X)$0$0$0
GABOVITCH EDWARD
BOARD MEMBER1.0Yes (X)$0$0$0
GETTINGER RABBI YISRAEL
BOARD MEMBER1.0Yes (X)$0$0$0
GIRSON AARON
BOARD MEMBER1.0Yes (X)$0$0$0
GRABOVISKY LEO
BOARD MEMBER1.0Yes (X)$0$0$0
GREENWALD SHEILA
BOARD MEMBER1.0Yes (X)$0$0$0
GROSSBAUM RABBI ABRAHAM
BOARD MEMBER1.0Yes (X)$0$0$0
GURIN LEONARD
BOARD MEMBER1.0Yes (X)$0$0$0
GURWITZ EMILY
BOARD MEMBER1.0Yes (X)$0$0$0
GUSSOW ROSALIE
BOARD MEMBER1.0Yes (X)$0$0$0
HASTEN HART
BOARD MEMBER1.0Yes (X)$0$0$0
HERMAN BARBARA
BOARD MEMBER1.0Yes (X)$0$0$0
HIRST SHELDON
BOARD MEMBER1.0Yes (X)$0$0$0
KATZ MARLO
BOARD MEMBER1.0Yes (X)$0$0$0
KLAPPER DAVID
BOARD MEMBER1.0Yes (X)$0$0$0
KLAPPER STEPHEN
BOARD MEMBER1.0Yes (X)$0$0$0
KLEIMAN DAVID
BOARD MEMBER1.0Yes (X)$0$0$0
KLOTZ JEREMY
BOARD MEMBER1.0Yes (X)$0$0$0
KORIN MICHELLE
BOARD MEMBER1.0Yes (X)$0$0$0
KRAFT GERALD
BOARD MEMBER1.0Yes (X)$0$0$0
KRAFT PAUL
BOARD MEMBER1.0Yes (X)$0$0$0
KROOT MARTIN
BOARD MEMBER1.0Yes (X)$0$0$0
LAIKIN SIDNEY
BOARD MEMBER1.0Yes (X)$0$0$0
LEEDS CAROLINE
BOARD MEMBER1.0Yes (X)$0$0$0
LEVENTHAL RICHARD
BOARD MEMBER1.0Yes (X)$0$0$0
LEVY BARBARA
BOARD MEMBER1.0Yes (X)$0$0$0
LITWACK JERRY
BOARD MEMBER1.0Yes (X)$0$0$0
LORCH ERNIE
BOARD MEMBER1.0Yes (X)$0$0$0
MARKS BENTON
BOARD MEMBER1.0Yes (X)$0$0$0
MAURER JANIE
BOARD MEMBER1.0Yes (X)$0$0$0
MAURER MEGAN
BOARD MEMBER1.0Yes (X)$0$0$0
MAURER MICKEY
BOARD MEMBER1.0Yes (X)$0$0$0
MERVIS MICHAEL
BOARD MEMBER1.0Yes (X)$0$0$0
MIROFF DREW
BOARD MEMBER1.0Yes (X)$0$0$0
MODIANOBRIAN
BOARD MEMBER1.0Yes (X)$0$0$0
MORDOH LEON
BOARD MEMBER1.0Yes (X)$0$0$0
NACHLIS SANDY
BOARD MEMBER1.0Yes (X)$0$0$0
NELSON ESTELLE
BOARD MEMBER1.0Yes (X)$0$0$0
OFENGENDER JOE
BOARD MEMBER1.0Yes (X)$0$0$0
PAUL GERALD
BOARD MEMBER1.0Yes (X)$0$0$0
PELLETIERE-BLATT DEBBIE
BOARD MEMBER1.0Yes (X)$0$0$0
REITER NANCY
BOARD MEMBER1.0Yes (X)$0$0$0
ROSENFELD MONICA
BOARD MEMBER1.0Yes (X)$0$0$0
RUSSELL LIVIA
BOARD MEMBER1.0Yes (X)$0$0$0
SCHLOSS ROBERT
BOARD MEMBER1.0Yes (X)$0$0$0
SCHWARTZ JENNIFER
BOARD MEMBER1.0Yes (X)$0$0$0
SELIG BECKY
BOARD MEMBER1.0Yes (X)$0$0$0
SHAPIRO MINDY
BOARD MEMBER1.0Yes (X)$0$0$0
SHIDELER CARYL
BOARD MEMBER1.0Yes (X)$0$0$0
SIMON HERBERT
BOARD MEMBER1.0Yes (X)$0$0$0
SONDHELM JEFF
BOARD MEMBER1.0Yes (X)$0$0$0
TALESNICK STANLEY
BOARD MEMBER1.0Yes (X)$0$0$0
TOBE MATTHEW
BOARD MEMBER1.0Yes (X)$0$0$0
TUROW LARRY
BOARD MEMBER1.0Yes (X)$0$0$0
VONNEGUT-GABOVITCH DAVID
BOARD MEMBER1.0Yes (X)$0$0$0
WOLF JR WALTER E
BOARD MEMBER1.0Yes (X)$0$0$0
WORMSER BARRY
BOARD MEMBER1.0Yes (X)$0$0$0
ADAMS JEFFREY
BOARD MEMBER (TERM ENDED June 2018)1.0Yes (X)$0$0$0
AUSLANDER STEVE
BOARD MEMBER (TERM ENDED June 2018)1.0Yes (X)$0$0$0
CANTOR DANIEL
BOARD MEMBER (TERM ENDED June 2018)1.0Yes (X)$0$0$0
EFROYMSON HENRY
BOARD MEMBER (TERM ENDED June 2018)1.0Yes (X)$0$0$0
FISCH BARRIE
BOARD MEMBER (TERM ENDED June 2018)1.0Yes (X)$0$0$0
GERSHMAN RACHEL
BOARD MEMBER (TERM ENDED June 2018)1.0Yes (X)$0$0$0
GRABOVISKY ANGELA
BOARD MEMBER (TERM ENDED June 2018)1.0Yes (X)$0$0$0
GRAY JAMIE
BOARD MEMBER (TERM ENDED June 2018)1.0Yes (X)$0$0$0
MORRISON JANE
BOARD MEMBER (TERM ENDED June 2018)1.0Yes (X)$0$0$0
NELSON ALAN
BOARD MEMBER (TERM ENDED June 2018)1.0Yes (X)$0$0$0
PAUL ELOISE
BOARD MEMBER (TERM ENDED June 2018)1.0Yes (X)$0$0$0
SACHER RUBENSTEIN CARLY
BOARD MEMBER (TERM ENDED June 2018)1.0Yes (X)$0$0$0
SMITH MARY E
BOARD MEMBER (TERM ENDED June 2018)1.0Yes (X)$0$0$0
WEINBERGER SARA
BOARD MEMBER (TERM ENDED June 2018)1.0Yes (X)$0$0$0
GRANT DEBRA BARTON
EXECUTIVE VICE PRESIDENT/CEO40.0Yes (X)$175,153$0$44,226
CROWELL ERICA ECK
CFO40.0Yes (X)$102,555$0$23,696
CANTOR KATY
SENIOR PLANNED GIVING VP32.0$121,642$0$8,339Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$399,350TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$76,261TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIIIYes (X)InfoInScheduleOPartVIIIInd
Federated Campaigns$1,966FederatedCampaignsAmt
All Other Contributions$4,442,139AllOtherContributionsAmt
Noncash Contributions$941,318NoncashContributionsAmt
Total Contributions$4,444,105TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Rental to affiliates532000$1,408,821$1,408,821
Reimbursement from Affiliates900099$449,427$449,427
Life and Legacy Program900099$292,500$292,500
Leadership Development624110$41,815$41,815
Jewish Family Services (JFS) Program624200$42,437$42,437

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,692TotalRevenueColumnAmt
Related Or Exempt Func Income$23,692RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,258,692TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,148,163TotalRevenueColumnAmt
Unrelated Business Revenue$9,507UnrelatedBusinessRevenueAmt
Exclusion$1,138,656ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$45,788,362SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$45,617,496SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$170,866SecuritiesAmt
Other$0OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$170,866TotalRevenueColumnAmt
Exclusion$170,866ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,021,826TotalRevenueColumnAmt
Related Or Exempt Func Income$849,871RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$9,507UnrelatedBusinessRevenueAmt
Exclusion$2,718,343ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$6,336,025TotalAmt
Program Services$6,336,025ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$47,969TotalAmt
Program Services$47,969ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$345,631TotalAmt
Management And General$70,782ManagementAndGeneralAmt
Fundraising$274,849FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,141,801TotalAmt
Program Services$663,139ProgramServicesAmt
Management And General$54,825ManagementAndGeneralAmt
Fundraising$423,837FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$88,992TotalAmt
Program Services$36,390ProgramServicesAmt
Management And General$6,198ManagementAndGeneralAmt
Fundraising$46,404FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$222,498TotalAmt
Program Services$99,373ProgramServicesAmt
Management And General$20,474ManagementAndGeneralAmt
Fundraising$102,651FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$98,125TotalAmt
Program Services$43,410ProgramServicesAmt
Management And General$8,536ManagementAndGeneralAmt
Fundraising$46,179FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$36,120TotalAmt
Program Services$438ProgramServicesAmt
Management And General$35,682ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$427,502TotalAmt
Management And General$427,502ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$44,820TotalAmt
Program Services$1,979ProgramServicesAmt
Management And General$38,110ManagementAndGeneralAmt
Fundraising$4,731FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$88,608TotalAmt
Program Services$24,404ProgramServicesAmt
Management And General$56,685ManagementAndGeneralAmt
Fundraising$7,519FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$231,251TotalAmt
Program Services$80,938ProgramServicesAmt
Management And General$92,500ManagementAndGeneralAmt
Fundraising$57,813FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$445,051TotalAmt
Program Services$355,144ProgramServicesAmt
Management And General$57,852ManagementAndGeneralAmt
Fundraising$32,055FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$32,159TotalAmt
Program Services$18,867ProgramServicesAmt
Management And General$4,734ManagementAndGeneralAmt
Fundraising$8,558FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$22,273TotalAmt
Management And General$5,440ManagementAndGeneralAmt
Fundraising$16,833FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$35,952TotalAmt
Program Services$35,952ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,084,554TotalAmt
Program Services$1,048,312ProgramServicesAmt
Management And General$10,697ManagementAndGeneralAmt
Fundraising$25,545FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$18,821TotalAmt
Program Services$4,552ProgramServicesAmt
Management And General$14,269ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROGRAM SPECIFIC EXPENSE$694,120$381,262$73,324$239,534
PROVISION FOR BAD DEBT$106,754$106,754

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$11,549,026TotalAmt
Program Services$9,178,154ProgramServicesAmt
Management And General$977,610ManagementAndGeneralAmt
Fundraising$1,393,262FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,289,579BOYAmt
EOY$4,295,184EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,312,694BOYAmt
EOY$513,583EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$112,761BOYAmt
EOY$49,921EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$1,296,996BOYAmt
EOY$1,237,310EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$48,780,496LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$44,241,953LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,909,636BOYAmt
EOY$4,538,543EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$10,060,775BOYAmt
EOY$9,112,717EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$65,591,330BOYAmt
EOY$58,982,223EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,247,303BOYAmt
EOY$1,053,919EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$87,821,074BOYAmt
EOY$79,783,400EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$307,373BOYAmt
EOY$439,319EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$93,977BOYAmt
EOY$1,359,357EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,600,102BOYAmt
EOY$8,382,074EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,001,452BOYAmt
EOY$10,180,750EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$65,219,224BOYAmt
EOY$57,648,471EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,994,181BOYAmt
EOY$4,877,963EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,606,217BOYAmt
EOY$7,076,216EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$77,819,622BOYAmt
EOY$69,602,650EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$87,821,074BOYAmt
EOY$79,783,400EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$3,527,200ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$4,676,526NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$13,246OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,113,719CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,551,433CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,596,434CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,243,141CurrentTaxYearMinus1YearAmt
Current Tax Year$4,444,105CurrentTaxYearAmt
Total$29,948,832TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,113,719CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,551,433CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,596,434CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$9,243,141CurrentTaxYearMinus1YearAmt
Current Tax Year$4,444,105CurrentTaxYearAmt
Total$29,948,832TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,434,936SubstantialContributorsTotAmt
Public Support Total170$27,513,896PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,701,270CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,504,300CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,290,799CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$939,763CurrentTaxYearMinus1YearAmt
Current Tax Year$1,138,656CurrentTaxYearAmt
Total$6,574,788TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$9,507CurrentTaxYearAmt
Total$9,507TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$36,533,127TotalSupportAmt
Gross Receipts Rltd Activities$12,142,133GrossReceiptsRltdActivitiesAmt
Public Support CY1700.7531PublicSupportCY170Pct
Public Support PY1700.7779PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held103DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$1,372,912DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$2,695,127DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$47,218,423DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$25,645,000BeginningYearBalanceAmt
Contributions$1,164,201ContributionsAmt
Investment Earnings Or Losses-$1,431,615InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,720,387GrantsOrScholarshipsAmt
End Year Balance$23,657,199EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$32,367,482BeginningYearBalanceAmt
Contributions$1,826,715ContributionsAmt
Investment Earnings Or Losses$3,523,713InvestmentEarningsOrLossesAmt
Grants Or Scholarships$12,072,910GrantsOrScholarshipsAmt
End Year Balance$25,645,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$35,633,200BeginningYearBalanceAmt
Contributions$1,617,759ContributionsAmt
Investment Earnings Or Losses$971,913InvestmentEarningsOrLossesAmt
Grants Or Scholarships$5,855,390GrantsOrScholarshipsAmt
End Year Balance$32,367,482EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$37,650,001BeginningYearBalanceAmt
Contributions$590,336ContributionsAmt
Investment Earnings Or Losses-$786,065InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,821,072GrantsOrScholarshipsAmt
End Year Balance$35,633,200EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$38,186,686BeginningYearBalanceAmt
Contributions$718,585ContributionsAmt
Investment Earnings Or Losses$388,767InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,644,037GrantsOrScholarshipsAmt
End Year Balance$37,650,001EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.54BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.255PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.205TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,087,059OtherCostOrOtherBasisAmt
Book Value$1,087,059BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$41,468,905OtherCostOrOtherBasisAmt
Depreciation$38,399,051DepreciationAmt
Book Value$3,069,854BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,224,532OtherCostOrOtherBasisAmt
Depreciation$5,842,902DepreciationAmt
Book Value$381,630BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$4,538,543TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Israel Bonds$1,040,000F
Alternative Investments$57,942,223F
FieldValueIRS element (for citing)
Total Book Value Securities$58,982,223TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
Investments held in trust for constituent agencies$7,800,453
Charitable Gift Annuities$581,621
FieldValueIRS element (for citing)
Total Liability$8,382,074TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,869,323TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$4,725,001NetUnrealizedGainsInvstAmt
Other Revenue$0OtherRevenueAmt
Revenue Not Reported-$4,725,001RevenueNotReportedAmt
Revenue Subtotal$7,594,324RevenueSubtotalAmt
Investment Expenses Not Incld$427,502InvestmentExpensesNotIncldAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$427,502RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$8,021,826TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$11,134,770TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$13,246OtherExpensesIncludedAmt
Expenses Not Reported$13,246ExpensesNotReportedAmt
Expenses Subtotal$11,121,524ExpensesSubtotalAmt
Investment Expenses Not Incld2$427,502InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$427,502ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$11,549,026TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4 Intended uses of endowment fundsThe 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 its unrestricted endowment fund's fair value at a specific date annually in the preceding fiscal year in which the distribution is planned.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnoteThe Jewish Federation is a not-for-profit organization exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code and corresponding state tax law. Accordingly, no provision has been made for federal or state income taxes. Additionally, the Jewish Federation has been classified as a publicly supported organization under Section 509(a)(1) of the Internal Revenue Code. Guidance issued by the FASB requires the Jewish Federation to recognize a tax benefit only if it is more likely than not the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit that is greater than 50% likely of being realized on examination. For tax positions not meeting the more-likely-than-not test, no tax benefit is recorded. The Jewish Federation has examined this issue and has determined there are no material contingent tax liabilities or questionable tax positions. The Jewish Federation does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. The Jewish Federation recognizes interest and/or penalties related to income tax matters in income tax expense. The Jewish Federation did not have any amounts accrued for interest and penalties at December 31, 2018 and 2017.
Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990ACTUAL WRITE-OFFS - 13246

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCentral America and the CaribbeanRegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedInvestmentsTypeOfActivitiesConductedTxt
Specific Services ProvidedN/ASpecificServicesProvidedTxt
Region Total Expenditures$1,205,776RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$1,205,776SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$1,205,776TotalSpentAmt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipYes (true)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (71 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
Jewish Community Center
6701 Hoover RoadIndianapolisIN46260237099138501(C)(3)$1,676,601$0n/an/aJEWISH COMMUNITY
Hooverwood
7001 Hoover RoadIndianapolisIN46260356041299501(C)(3)$707,493$0n/an/aJEWISH COMMUNITY
Jewish Federations of North America
25 BroadwayNew YorkNY10004131624240501(C)(3)$789,804$0n/an/aJEWISH COMMUNITY
Bureau of Jewish Education
6711 Hoover RdIndianapolisIN46260237099140501(C)(3)$386,914$0n/an/aJEWISH COMMUNITY
Big Brothers Big Sisters Of Central Indiana
2960 North Meridian StreetIndianapolisIN46208351323831501(C)(3)$267,500$0n/an/aLOCAL COMMUNITY
ACLU of Indiana FOUNDATION
1031 East Washington StIndianapolisIN46202237398358501(C)(3)$263,540$0n/an/aLOCAL COMMUNITY
Jewish Community Relations Council
1100 W 42nd StIndianapolisIN46208237099139501(C)(3)$260,662$0n/an/aJEWISH COMMUNITY
Hasten Hebrew Academy of Indianapolis
6602 Hoover RdIndianapolisIN46260351185540501(C)(3)$225,220$0n/an/aJEWISH COMMUNITY
Indianapolis Hebrew Congregation
6501 N Meridian StreetIndianapolisIN46260350871004501(C)(3)$89,425$0n/an/aJEWISH COMMUNITY
Hillel Foundation at Indiana University Inc
730 E 3rd StBloomingtonIN47401356018940501(C)(3)$79,450$0n/an/aJEWISH COMMUNITY
Indianapolis Symphony Orchestra
32 East Washington StIndianapolisIN46204351812636501(C)(3)$55,500$0n/an/aLOCAL COMMUNITY
American Saddlebred Museum
4083 Iron Works PkwyLexingtonKY40511616029614501(C)(3)$50,000$0n/an/aLOCAL COMMUNITY
University High School Of Indiana Inc
2825 West 116 StCarmelIN46032352034546501(C)(3)$48,500$0n/an/aLOCAL COMMUNITY
IU Foundation Indianapolis
PO BOX 6460IndianapolisIN46206356018940501(C)(3)$60,800$0n/an/aLOCAL/JEWISH COMMUNITY
Palm Springs Art Museum
PO BOX 2310Palm SpringsCA92263951809576501(C)(3)$37,150$0n/an/aLOCAL COMMUNITY
International Violin Competition Of Indianapolis
Suite 1320 32 East Washington StIndianapolisIN46204311134236501(C)(3)$32,500$0n/an/aLOCAL COMMUNITY
WFYI
1630 N Meridian StIndianapolisIN46202351147600501(C)(3)$30,640$0n/an/aLOCAL COMMUNITY
Greater Indianapolis Chamber of Commerce
111 Monument CircleIndianapolisIN46204350412920501(C)(6)$25,000$0n/an/aLOCAL COMMUNITY
Hillel at Miami University
11 East Walnut StOxfordOH45056316068732501(C)(3)$25,000$0n/an/aJEWISH COMMUNITY
Central Indiana Community Foundation Inc
615 North Alabama StreetIndianapolisIN46204351793680501(C)(3)$22,000$0n/an/aLOCAL COMMUNITY
Jewish Women's Theatre
3435 Ocean Park BlvdSanta MonicaCA90405474157778501(C)(3)$20,000$0n/an/aJEWISH COMMUNITY
Jewish Federation-United Jewish Fund Los Angeles
6505 Wilshire BlvdLos AngelesCA90048951643388501(C)(3)$18,000$0n/an/aJEWISH COMMUNITY
Congregation Beth El Zedeck
600 West 70th StIndianapolisIN46260351536905501(C)(3)$17,340$0n/an/aJEWISH COMMUNITY
Eskenazi Health Foundation
720 ESKENAZI AVEIndianapolisIN46202311132066501(C)(3)$17,100$0n/an/aLOCAL COMMUNITYFIFTH THIRD BANK BUILDING
American Friends of the Hebrew University
16633 Ventura BlvdEncinoCA91436131568923501(C)(3)$15,000$0n/an/aJEWISH COMMUNITY
Indiana State Museum
650 W Washington StIndianapolisIN46204356202818501(C)(3)$15,000$0n/an/aLOCAL COMMUNITY
Planned Parenthood of Indiana and Kentucky
PO Box 397IndianapolisIN46206350874276501(C)(3)$15,000$0n/an/aLOCAL COMMUNITY
Teach for America
1314 N Meridian StIndianapolisIN46202133541913501(C)(3)$15,000$0n/an/aLOCAL COMMUNITY
Indianapolis Museum of Art
4000 Michigan RdIndianapolisIN46208350867955501(C)(3)$14,500$0n/an/aLOCAL COMMUNITY
Charleston Jewish Federation
176 Croghan Spur RoadCharlestonSC29407576000188501(C)(3)$12,500$0n/an/aJEWISH COMMUNITY
IrsaAID (US) Global Humanitarian Assistance Inc
555 College AvePalo AltoCA94306462118225501(C)(3)$12,500$0n/an/aLOCAL COMMUNITY
Temple Menorah
620 75th StreetMiami BeachFL33141590737893501(C)(3)$12,180$0n/an/aJEWISH COMMUNITY
Congregation Shaarey Tefilla
3085 W 116th StCarmelIN46032351922530501(C)(3)$11,900$0n/an/aJEWISH COMMUNITY
Park Tudor School Foundation Inc
7200 N College AveIndianapolisIN46240350909976501(C)(3)$11,500$0n/an/aLOCAL COMMUNITY
Temple Chai
1670 W Checker RdLong GroveIL60047362777026501(C)(3)$11,201$0n/an/aJEWISH COMMUNITY
At Your School Child Services Inc (AYS)
4701 N Keystone AveIndianapolisIN46205310989270501(C)(3)$10,000$0n/an/aLOCAL COMMUNITY
Brothers for Life
270 S Hanford StSeattleWA98134912105756501(C)(3)$10,000$0n/an/aLOCAL COMMUNITY
Hoosier Environmental Council Foundation
3591 North Meridian StreetIndianapolisIN46208351576694501(C)(3)$10,000$0n/an/aLOCAL COMMUNITY
Mount Holyoke College
50 College StreetSouth HadleyMA01075042103578501(C)(3)$10,000$0n/an/aLOCAL COMMUNITY
The Sun Publishing Company
107 N Roberson StChapel HillNC27516561187623501(C)(3)$10,000$0n/an/aLOCAL COMMUNITY
Jewish Community Center Of North America
520 8th AveNew YorkNY10018135599486501(C)(3)$9,651$0n/an/aJEWISH COMMUNITY
Friends of the Cultural Center Inc (McCallum Theat
73000 Fred Waring DrPalm DesertCA92260952834871501(C)(3)$9,500$0n/an/aLOCAL COMMUNITY
Purdue University Hillel
912 West State StreetWest LafayetteIN47906310958507501(C)(3)$8,300$0n/an/aJEWISH COMMUNITY
United States Holocaust Memorial Museum
100 Raoul Wallenberg Place SWWashingtonDC20024521309391501(C)(3)$13,200$0n/an/aJEWISH COMMUNITY
American Society for Yad Vashem Inc
500 Fifth Ave 42nd FlNew YorkNY10110133106768501(C)(3)$7,700$0n/an/aJEWISH COMMUNITY
IU School of Medicine
PO Box 7072IndianapolisIN46207351955872501(C)(3)$7,100$0n/an/aLOCAL COMMUNITY
Juvenile Diabetes Research Foundation - Indiana St
10401 N Meridian StreetCarmelIN46290222519612501(C)(3)$7,000$0n/an/aLOCAL COMMUNITY
National Jewish Health
PO BOX 17169DenverCO80217742044647501(C)(3)$6,900$0n/an/aJEWISH COMMUNITY
Indiana Jewish Historical Society
6705 Hoover RoadIndianapolisIN46260351288789501(C)(3)$6,710$0n/an/aJEWISH COMMUNITY
Indpls Marion County Public Library Foundation
PO BOX 6134IndianapolisIN46206237016089501(C)(3)$6,600$0n/an/aLOCAL COMMUNITY
Kehillat Israel Reconstructionist Congregation of
16019 W Sunset BlvdPacific PalisadesCA90272952056645501(C)(3)$6,600$0n/an/aJEWISH COMMUNITY
American Pianists Association
4603 Clarendon RdIndianapolisIN46208310969640501(C)(3)$6,000$0n/an/aLOCAL COMMUNITY
Fringe Festival
PO Box 44121IndianapolisIN46244202005004501(C)(3)$6,000$0n/an/aLOCAL COMMUNITY
Hadassah (New York)
40 Wall St 8th FloorNew YorkNY10005131656651501(C)(3)$6,000$0n/an/aJEWISH COMMUNITY
IU Foundation Varsity Club
1001 E 17 StBloomingtonIN47408356018940501(C)(3)$6,000$0n/an/aLOCAL COMMUNITY
Butler University Hillel
4600 Sunset AvenueIndianapolisIN46208350867977501(C)(3)$6,000$0n/an/aJEWISH COMMUNITY
Congregation B'Nai Torah
6510 Hoover RoadIndianapolisIN46260350941110501(C)(3)$5,700$0n/an/aJEWISH COMMUNITY
Gleaners Food Bank Of Indpls
3737 Waldemere AveIndianapolisIN46241351483868501(C)(3)$5,350$0n/an/aLOCAL COMMUNITY
Prostate Cancer Foundation
1250 Fourth StSanta MonicaCA904011384954418411501(C)(3)$5,200$0n/an/aLOCAL COMMUNITY
American Foundation For Surgery Of The Hand
822 W Washington BlvdChicagoIL60607742428242501(C)(3)$5,000$0n/an/aLOCAL COMMUNITY
American University
4400 Massachusetts Ave NWWashingtonDC20016530196549501(C)(3)$5,000$0n/an/aLOCAL COMMUNITY
Beth-el Zedeck Foundation Inc
600 W 70th StIndianapolisIN46260351536905501(C)(3)$5,000$0n/an/aJEWISH COMMUNITY
Goldman Union Camp Institute
9349 Moore RoadZionsvilleIN46077356006574501(C)(3)$5,000$0n/an/aJEWISH COMMUNITY
Goodwill Industries Foundation
1635 W Michigan StIndianapolisIN46222350893506501(C)(3)$5,000$0n/an/aLOCAL COMMUNITY
Hazelden Betty Ford Foundation
PO BOX 11Center CityMN55012410682405501(C)(3)$5,000$0n/an/aLOCAL COMMUNITY
Indiana Forest Alliance Inc
2123 N Meridian StIndianapolisIN46202352059195501(C)(3)$5,000$0n/an/aLOCAL COMMUNITY
Indianapolis Zoological Society
1200 W Washington StIndianapolisIN46222351074747501(C)(3)$5,000$0n/an/aLOCAL COMMUNITY
IU Health Foundation
1633 N Capitol AveIndianapolisIN46202356043086501(C)(3)$5,000$0n/an/aLOCAL COMMUNITY
Jewish Women's Archive Inc
One Harvard StBrooklineMA24445043292188501(C)(3)$5,000$0n/an/aJEWISH COMMUNITY
Office of Letters & Light
3354 Adeline StreetBerkeleyCA94703651282653501(C)(3)$5,000$0n/an/aLOCAL COMMUNITY
Rancho Mirage Writers Festival
71100 Hwy 111Rancho MirageCA92270371754922501(C)(3)$5,000$0n/an/aLOCAL COMMUNITY
FieldValueIRS element (for citing)
Total501c3 Org71Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
JEWISH CAMPS39$24,700$0n/an/a
SCHOLARSHIPS17$14,790$0n/an/a
ECONOMIC RELIEF25$8,479$0n/an/a

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part II, Line 1 CLARIFICATION OF GRANT DISTRIBUTIONSWhile some of the grants included in Schedule I are a result of programs supported by JFGI through our annual allocation process, we also have around 100 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 I, Part I, Line 2 Procedures for monitoring use of grant funds.Organizations that are recipients of 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. Therefore it is not necessary for the JFGI to monitor the use of those funds other than for the annual review.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GRANT DEBRA BARTONBusinessNameLine1Txt
FieldValueIRS element (for citing)
TitleEXECUTIVE VICE PRESIDENT/CEOTitleTxt
Base Compensation Filing Org$174,793BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$360OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$13,653DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$30,573NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$219,379TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution48ContributionCnt
Noncash Contributions Rpt F990$941,318NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part III, Line 3 ORGANIZATION'S MISSION (CONTINUED FROM 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 BROADER SOCIETY; - TO PROMOTE UNDERSTANDING AND POSITIVE RELATIONSHIPS BETWEEN OUR 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 WELFARE, CULTURAL, JEWISH AND GENERAL EDUCATIONAL, AND RECREATIONAL NEEDS AND PURPOSES OF THE INDIANAPOLIS JEWISH COMMUNITY.
Form 990, Part VI, Line 15b PROCESS USED TO ESTABLISH COMPENSATION OF OTHER OFFICERS/KEY EMPLOYEESJFGI PARTICIPATES IN THE JEWISH FEDERATIONS OF NORTH AMERICA 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 US.
Form 990, Part VI, Line 1a Delegate broad authority to a committeeThe Executive Committee shall consist of 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 the Executive Vice President, Assistant Officers, 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. 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 the organization's bylaws. The Executive Committee shall have the authority to perform any duties assigned to any other committee or the officers of the Federation. All action 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 personsHART HASTEN AND MONICA ROSENFELD - Family relationship, BETH KLAPPER /STEPHEN KLAPPER/DAVID KLAPPER - Family relationship, PAUL KRAFT AND GERALD KRAFT - Family relationship, JANIE MAURER/MICKIE MAURER/MEGAN MAURER/MATT BURNETT - Family relationship, EDWARD GABOVITCH & DAVID VONNEGUT-GABOVITCH - Family relationship, OFFER KORIN & MICHELLE KORIN - Family relationship, JOHN ABRAMS & MATTHEW TOBE - Family relationship, GERALD PAUL & ELOISE PAUL - Family relationship, ALAN NELSON & ESTELLE NELSON - Family relationship, ANGELA GRABOVISKY & LEO GRABOVISKY - Family relationship, MICHAEL RUBIN & LESLIE RUBIN - Family relationship, RACHEL GERSHMAN & BRADLEY GERSHMAN - Family relationship
Form 990, Part VI, Line 11b Review of form 990 by governing bodyJewish 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 the 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 policyConflict 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 he determines whether an actual or potential conflict of interest exists. At each board meeting where action is taken, the board president reminds the board members that any board member with a conflict of interest must make it noted in the minutes and must abstain from voting on each action item related to their potential or actual conflict of interest.
Form 990, Part VI, Line 15a Process to establish compensation of top management officialAn 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 Federations 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 US. The decisions of the committee were included the budget that was provided to the board and documented in the committee minutes. This process was completed during 1st quarter 2018.
Form 990, Part VI, Line 19 Required documents available to the publicGoverning 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 1fIN DECEMBER 2017, JFGI RECEIVED A $1 MILLION GRANT FROM A COMMUNITY FOUNDATION THAT WILL BE USED IN 2018, 2019 & 2020 FOR COMMUNITY AND CAPACITY BUILDING. NO EXPENSES WERE INCURRED IN 2017. IN 2018 $270,548 OF EXPENSES WERE INCURRED.
Form 990, Part VIII, Line 2f Other Program Service RevenueOther Program Revenue - Total Revenue: 13605, Related or Exempt Function Revenue: 13605, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Special Event Income - Total Revenue: 10087, Related or Exempt Function Revenue: 10087, 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 balancesACTUAL WRITE-OFFS - -13246;
Form 990 Clarification of Tax InformationThe IRS Form 990 is a public document. In order for us to be as transparent as possible to our donors and the general public, we are also providing copies of this return on our own web site. Although this document is prepared in accordance and compliance with government regulations, the tax return does not always present the clearest representation of who Jewish Federation of Greater Indianapolis, Inc. (JFGI) is and the work that we do. The Federation's annual campaign and endowment programs were established to raise money for local Indianapolis and U.S. based Jewish agencies, as well as overseas Jewish organizations. Our 2017 annual campaign raised over $3,950,000, which was granted & distributed in 2018. JFGI also provided our local agencies with almost $1,900,000 of rent and other in-kind operational service subsidies. In addition to the annual campaign allocation and grants, in 2018 JFGI granted and distributed more than $4,900,000 to the community through its endowments and donor advised funds. In total, 2018 grants and program expenses were over $11,500,000. As our Federation celebrates its 114th anniversary this year, our commitment to our community continues to be strong.

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