JEWISH FEDERATION OF GREATER INDIANAPOLIS INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
JEWISH FEDERATION OF GREATER INDIANAPOLIS INC (EIN 35-0888017)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-15
IRS object ID
201803199349315210
Schema version
2017v2.2
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)
Return2018-11-15T16:01:23-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRachel SpurlockPreparerPersonNm
PTINP00520729PTIN
Phone3175698989PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

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$87,211,813GrossReceiptsAmt
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 Body96VotingMembersGoverningBodyCnt
Voting Members Independent96VotingMembersIndependentCnt
Total Employee35TotalEmployeeCnt
Total Volunteers500TotalVolunteersCnt
Total Gross UBI-$2,940TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$7,596,434PYContributionsGrantsAmt
CY Contributions Grants$9,243,141CYContributionsGrantsAmt
PY Program Service Revenue$2,625,814PYProgramServiceRevenueAmt
CY Program Service Revenue$2,558,747CYProgramServiceRevenueAmt
PY Investment Income$2,688,126PYInvestmentIncomeAmt
CY Investment Income$5,571,189CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$12,910,374PYTotalRevenueAmt
CY Total Revenue$17,373,077CYTotalRevenueAmt
PY Grants And Similar Paid$15,887,202PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$8,469,422CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,475,620PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,519,919CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,339,566CYTotalFundraisingExpenseAmt
PY Other Expenses$2,861,084PYOtherExpensesAmt
CY Other Expenses$3,532,462CYOtherExpensesAmt
PY Total Expenses$20,223,906PYTotalExpensesAmt
CY Total Expenses$13,521,803CYTotalExpensesAmt
PY Revenues Less Expenses-$7,313,532PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,851,274CYRevenuesLessExpensesAmt
Total Assets BOY$82,423,500TotalAssetsBOYAmt
Total Assets EOY$87,821,074TotalAssetsEOYAmt
Total Liabilities BOY$12,506,921TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,001,452TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$69,916,579NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$77,819,622NetAssetsOrFundBalancesEOYAmt
MissionThe Jewish Federation of Greater Indianapolis, Inc. (JFGI) is the central philanthropic, planning and community relations organization of the Jewish community in Indianapolis, Indiana. (Continued in Schedule O)MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$10,817,192ExpenseAmt
Grant$8,469,422GrantAmt
Revenue$851,689RevenueAmt
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 8 YEARS).Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$529,307ExpenseAmt
Revenue$68,987RevenueAmt
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
FieldValueIRS element (for citing)
Total Program Service Expenses$11,346,499TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
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 Document24IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee35EmployeeCnt
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members96GoverningBodyVotingMembersCnt
Independent Voting Member96IndependentVotingMemberCnt
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 (115 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
RUBIN MICHAEL
PRESIDENT1.0Yes (X)Yes (X)$0$0$0
FIRESTONE MURRAY
VICE PRESIDENT(End June 2017)/Board Member1.0Yes (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
SCHWARZ JAMES
CAMPAIGN CO-CHAIR1.0Yes (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
ABRAMS JOHN
BOARD MEMBER1.0Yes (X)$0$0$0
ADAMS JEFFREY
BOARD MEMBER1.0Yes (X)$0$0$0
AUSLANDER STEVE
BOARD MEMBER1.0Yes (X)$0$0$0
BARRETT DAVID
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
BATLER JILL
BOARD MEMBER1.0Yes (X)$0$0$0
CANTOR DANIEL
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
EFROYMSON HENRY
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
FISCH BARRIE
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
GERSHMAN RACHEL
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 ANGELA
BOARD MEMBER1.0Yes (X)$0$0$0
GRABOVISKY LEO
BOARD MEMBER1.0Yes (X)$0$0$0
GRAY JAMIE
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
MORDOH LEON
BOARD MEMBER1.0Yes (X)$0$0$0
MORRISON JANE
BOARD MEMBER1.0Yes (X)$0$0$0
NACHLIS SANDY
BOARD MEMBER1.0Yes (X)$0$0$0
NELSON ALAN
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 ELOISE
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
PITZELE KEITH
BOARD MEMBER (Term Ended June 2017)1.0Yes (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
SACHER RUBENSTEIN CARLY
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
SMITH MARY E
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
WEINBERGER SARA
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
COHEN BRAD
BOARD MEMBER (TERM ENDED June 2017)1.0Yes (X)$0$0$0
GOLDBERG MICHAEL
BOARD MEMBER (TERM ENDED June 2017)1.0Yes (X)$0$0$0
GOLDSTEIN JEREMY
BOARD MEMBER (TERM ENDED October 2017)1.0Yes (X)$0$0$0
GRANDE TOM
BOARD MEMBER (TERM ENDED June 2017)1.0Yes (X)$0$0$0
HERMAN AMY
BOARD MEMBER (TERM ENDED June 2017)1.0Yes (X)$0$0$0
HODES ZACHARY
BOARD MEMBER (TERM ENDED June 2017)1.0Yes (X)$0$0$0
JAFFE MARC
BOARD MEMBER (TERM ENDED June 2017)1.0Yes (X)$0$0$0
KATZ JOAN
BOARD MEMBER (TERM ENDED June 2017)1.0Yes (X)$0$0$0
MAURER GREG
BOARD MEMBER (TERM ENDED June 2017)1.0Yes (X)$0$0$0
SCHAHET GREG
BOARD MEMBER (TERM ENDED June 2017)1.0Yes (X)$0$0$0
SHEVITZ ELLEN
BOARD MEMBER (TERM ENDED June 2017)1.0Yes (X)$0$0$0
SHEVITZ RICHARD
BOARD MEMBER (TERM ENDED June 2017)1.0Yes (X)$0$0$0
SMITH KARL
BOARD MEMBER (TERM ENDED June 2017)1.0Yes (X)$0$0$0
VANDROFF EILEEN
BOARD MEMBER (TERM ENDED June 2017)1.0Yes (X)$0$0$0
WEISS RICK
BOARD MEMBER (TERM ENDED June 2017)1.0Yes (X)$0$0$0
WIENER DAVID
BOARD MEMBER (TERM ENDED June 2017)1.0Yes (X)$0$0$0
WILLIAMS JENNIFER
BOARD MEMBER (TERM ENDED June 2017)1.0Yes (X)$0$0$0
CROWELL ERICA ECK
CFO40.0Yes (X)$99,285$0$23,237
GRANT DEBRA BARTON
EXECUTIVE VICE PRESIDENT/CEO40.0Yes (X)$168,826$0$40,096
FieldValueIRS element (for citing)
Total Reportable Comp From Org$268,111TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$63,333TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
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$1,763FederatedCampaignsAmt
All Other Contributions$9,241,378AllOtherContributionsAmt
Noncash Contributions$2,071,350NoncashContributionsAmt
Total Contributions$9,243,141TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Rental to affiliates532000$1,638,071$1,638,071
Reimbursement from Affiliates900099$426,440$426,440
Life and Legacy Program900099$260,671$260,671
Leadership Development624110$25,880$25,880
Jewish Family Services (JFS) Program624200$68,987$68,987

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

FieldValueIRS element (for citing)
Total Revenue Column$138,698TotalRevenueColumnAmt
Related Or Exempt Func Income$138,698RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$2,558,747TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$936,823TotalRevenueColumnAmt
Unrelated Business Revenue-$2,940UnrelatedBusinessRevenueAmt
Exclusion$939,763ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

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

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$74,473,102SecuritiesAmt
Other$0OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$69,760,024SecuritiesAmt
Other$78,712OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$4,713,078SecuritiesAmt
Other-$78,712OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,634,366TotalRevenueColumnAmt
Exclusion$4,634,366ExclusionAmt

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$17,373,077TotalRevenueColumnAmt
Related Or Exempt Func Income$920,676RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$2,940UnrelatedBusinessRevenueAmt
Exclusion$7,212,200ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$8,411,773TotalAmt
Program Services$8,411,773ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$57,649TotalAmt
Program Services$57,649ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$331,281TotalAmt
Management And General$68,046ManagementAndGeneralAmt
Fundraising$263,235FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$887,016TotalAmt
Program Services$439,933ProgramServicesAmt
Management And General$24,275ManagementAndGeneralAmt
Fundraising$422,808FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$82,331TotalAmt
Program Services$26,679ProgramServicesAmt
Management And General$10,817ManagementAndGeneralAmt
Fundraising$44,835FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$135,710TotalAmt
Program Services$53,650ProgramServicesAmt
Management And General$28,173ManagementAndGeneralAmt
Fundraising$53,887FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$83,581TotalAmt
Program Services$27,747ProgramServicesAmt
Management And General$5,939ManagementAndGeneralAmt
Fundraising$49,895FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$36,061TotalAmt
Program Services$425ProgramServicesAmt
Management And General$35,636ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$271,356TotalAmt
Management And General$271,356ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$58,500TotalAmt
Program Services$29,250ProgramServicesAmt
Management And General$14,625ManagementAndGeneralAmt
Fundraising$14,625FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$44,223TotalAmt
Program Services$5,174ProgramServicesAmt
Management And General$28,278ManagementAndGeneralAmt
Fundraising$10,771FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$92,183TotalAmt
Program Services$20,469ProgramServicesAmt
Management And General$63,490ManagementAndGeneralAmt
Fundraising$8,224FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$201,542TotalAmt
Program Services$60,463ProgramServicesAmt
Management And General$100,771ManagementAndGeneralAmt
Fundraising$40,308FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$341,716TotalAmt
Program Services$271,043ProgramServicesAmt
Management And General$42,755ManagementAndGeneralAmt
Fundraising$27,918FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$16,495TotalAmt
Program Services$730ProgramServicesAmt
Management And General$3,693ManagementAndGeneralAmt
Fundraising$12,072FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$36,292TotalAmt
Management And General$6,630ManagementAndGeneralAmt
Fundraising$29,662FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$54,053TotalAmt
Program Services$54,053ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,406,152TotalAmt
Program Services$1,363,561ProgramServicesAmt
Management And General$13,871ManagementAndGeneralAmt
Fundraising$28,720FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$16,644TotalAmt
Program Services$2,928ProgramServicesAmt
Management And General$13,716ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
PROGRAM SPECIFIC EXPENSE$857,245$520,972$3,667$332,606
PROVISION FOR BAD DEBT$100,000$100,000

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$13,521,803TotalAmt
Program Services$11,346,499ProgramServicesAmt
Management And General$835,738ManagementAndGeneralAmt
Fundraising$1,339,566FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$8,357,158BOYAmt
EOY$4,289,579EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,575,569BOYAmt
EOY$1,312,694EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$112,761EOYAmt

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$990,918BOYAmt
EOY$1,296,996EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$47,124,383LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$43,214,747LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$5,345,880BOYAmt
EOY$3,909,636EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$42,080,647BOYAmt
EOY$10,060,775EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$22,730,893BOYAmt
EOY$65,591,330EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,342,435BOYAmt
EOY$1,247,303EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$82,423,500BOYAmt
EOY$87,821,074EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$319,449BOYAmt
EOY$307,373EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,466,954BOYAmt
EOY$93,977EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,720,518BOYAmt
EOY$9,600,102EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$12,506,921BOYAmt
EOY$10,001,452EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$56,813,764BOYAmt
EOY$65,219,224EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,062,469BOYAmt
EOY$5,994,181EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$6,040,346BOYAmt
EOY$6,606,217EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$69,916,579BOYAmt
EOY$77,819,622EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$82,423,500BOYAmt
EOY$87,821,074EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$3,851,274ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,130,481NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$78,712OtherChangesInNetAssetsAmt
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$5,423,984CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,113,719CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,551,433CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,596,434CurrentTaxYearMinus1YearAmt
Current Tax Year$9,243,141CurrentTaxYearAmt
Total$30,928,711TotalAmt

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$5,423,984CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$5,113,719CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,551,433CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,596,434CurrentTaxYearMinus1YearAmt
Current Tax Year$9,243,141CurrentTaxYearAmt
Total$30,928,711TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,488,427SubstantialContributorsTotAmt
Public Support Total170$29,440,284PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,476,455CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,701,270CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,504,300CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,290,799CurrentTaxYearMinus1YearAmt
Current Tax Year$936,923CurrentTaxYearAmt
Total$6,909,747TotalAmt

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$0CurrentTaxYearAmt
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,391CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$5,391TotalAmt
FieldValueIRS element (for citing)
Total Support$37,843,849TotalSupportAmt
Gross Receipts Rltd Activities$12,109,416GrossReceiptsRltdActivitiesAmt
Public Support CY1700.7779PublicSupportCY170Pct
Public Support PY1700.5989PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule A, Part II, Line 10 Other IncomeFormAndLineReferenceDesc
ExplanationDESCRIPTION - INSURANCE PROCEEDS, COLUMN A - 5391.0, COLUMN B - 0.0, COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 5391.0;ExplanationTxt

Schedule B IRS990ScheduleB

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held107DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$2,651,609DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$3,948,689DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$51,505,886DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (true)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (true)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$35,013,430BeginningYearBalanceAmt
Contributions$1,518,327ContributionsAmt
Investment Earnings Or Losses$3,135,249InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,480,320GrantsOrScholarshipsAmt
End Year Balance$38,186,686EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.5087BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.2576PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.2337TermEndowmentBalanceEOYPct
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$39,812,792OtherCostOrOtherBasisAmt
Depreciation$37,371,845DepreciationAmt
Book Value$2,440,947BookValueAmt

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$3,909,636TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Israel Bonds$1,420,000F
Alternative Investments$64,171,330F
FieldValueIRS element (for citing)
Total Book Value Securities$65,591,330TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
SKIP liability
Investments held in trust for constituent agencies$8,994,573
Charitable Gift Annuities$605,529
FieldValueIRS element (for citing)
Total Liability$9,600,102TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$21,232,202TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$4,130,481NetUnrealizedGainsInvstAmt
Other Revenue$0OtherRevenueAmt
Revenue Not Reported$4,130,481RevenueNotReportedAmt
Revenue Subtotal$17,101,721RevenueSubtotalAmt
Investment Expenses Not Incld$271,356InvestmentExpensesNotIncldAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$271,356RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$17,373,077TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$13,329,159TotExpnsEtcAuditedFinclStmtAmt
Losses Reported$78,712LossesReportedAmt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$78,712ExpensesNotReportedAmt
Expenses Subtotal$13,250,447ExpensesSubtotalAmt
Investment Expenses Not Incld2$271,356InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$271,356ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$13,521,803TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 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 5 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, 2017 and 2016.

Schedule F IRS990ScheduleF

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

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$3,850,000RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$3,850,000SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$3,850,000TotalSpentAmt
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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule F, Part I, Line 2 Procedures for monitoring use of grant fundsORGANIZATIONS 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 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 F, Part I, Line 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDSORGANIZATIONS 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 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 I IRS990ScheduleI

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

Recipient Table RecipientTable (66 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxt
Hooverwood
7001 Hoover RoadIndianapolisIN46260356041299501(c)(3)$2,447,805$0n/an/aJewish Community
Jewish Community Center
6701 Hoover RoadIndianapolisIN46260237099138501(c)(3)$1,364,138$0n/an/aJewish Community
Jewish Federations of North America
25 Broadway Suite 1700New YorkNY10004131624240501(c)(3)$759,679$0n/an/aJewish Community
Bureau of Jewish Education
6711 Hoover RdIndianapolisIN46260237099140501(c)(3)$695,673$0n/an/aJewish Community
Jewish Community Relations Council
1100 W 42nd StIndianapolisIN46208237099139501(c)(3)$268,784$0n/an/aJewish Community
Hasten Hebrew Academy of Indianapolis
6602 Hoover RdIndianapolisIN46260351185540501(c)(3)$186,570$0n/an/aJewish Community
Hillel Foundation at Indiana University Inc
730 E 3rd StBloomingtonIN47401356018940501(c)(3)$77,744$0n/an/aJewish Community
Indianapolis Hebrew Congregation
6501 N Meridian StreetIndianapolisIN46260350871004501(c)(3)$77,171$0n/an/aJewish Community
Central Indiana Community Foundation Inc
615 North Alabama StreetIndianapolisIN46204351793680501(c)(3)$57,000$0n/an/aLocal Community
Indianapolis Symphony Orchestra
Dvlpt Dept 32 East Wshngtn StIndianapolisIN46204351812636501(c)(3)$47,593$0n/an/aLocal Community
Congregation Beth El Zedeck
600 West 70th StIndianapolisIN46260351536905501(c)(3)$46,968$0n/an/aJewish Community
University High School Of Indiana Inc
2825 West 116 StCarmelIN46032352034546501(c)(3)$42,000$0n/an/aLocal Community
Alzheimer Indiana Chapter
50 E 91st StreetIndianapolisIN46240351662993501(c)(3)$41,000$0n/an/aLocal Community
United Way of Central Indiana Inc
2955 N Meridian StIndianapolisIN46208351007590501(c)(3)$38,600$0n/an/aLocal Community
IU Foundation Herron School of Arts
1701 N Pennsylvania StIndianapolisIN46202356018940501(c)(3)$37,500$0n/an/aLocal Community
Indianapolis Museum of Art
4000 Michigan RdIndianapolisIN46208350867955501(c)(3)$31,830$0n/an/aLocal Community
Jewish Federation of Palm Springs & Desert Area
69710 Highway 111Rancho MirageCA92270237211881501(c)(3)$26,000$0n/an/aJewish Community
Greater Indianapolis Chamber of Commerce
111 Monument CircleIndianapolisIN46204350412920501(c)(3)$25,000$0n/an/aLocal Community
Friends of the Cultural Center Inc (McCallum Theat
73000 Fred Waring DrPalm DesertCA92260952834871501(c)(3)$22,930$0n/an/aLocal Community
Palm Springs Art Museum
PO BOX 2310Palm SpringsCA92263951809576501(c)(3)$21,850$0n/an/aLocal Community
Big Brothers Big Sisters Of Central Indiana
2960 North Meridian StreetIndianapolisIN46208351323831501(c)(3)$17,500$0n/an/aLocal Community
Children's Museum
PO Box 3000IndianapolisIN46206350867985501(c)(3)$17,187$0n/an/aLocal Community
Eskenazi Health Foundation
720 Eskenazi AveIndianapolisIN46202311132066501(c)(3)$15,350$0n/an/aLocal Community
Charleston Jewish Federation
176 Croghan Spur RoadCharlestonSC29407576000188501(c)(3)$15,000$0n/an/aJewish Community
Goldman Union Camp Institute
9349 Moore RoadZionsvilleIN46077356006574501(c)(3)$15,000$0n/an/aJewish Community
Indiana State Museum
650 W Washington StIndianapolisIN46204356202818501(c)(3)$15,000$0n/an/aLocal Community
IU Foundation
PO BOX 500BloomingtonIN47402356018940501(c)(3)$14,500$0n/an/aLocal Community
Jewish Federation of Greater Los Angeles
6505 Wilshire BlvdLos AngelesCA90048956111928501(c)(3)$13,000$0n/an/aJewish Community
IrsaAID (US) Global Humanitarian Assistance Inc
555 College AvePalo AltoCA94306462118225501(c)(3)$12,500$0n/an/aLocal Community
Indiana Repertory Theatre
140 W Washington StIndaianapolisIN46204351186290501(c)(3)$12,100$0n/an/aLocal Community
Planned Parenthood of Indiana
200 S Meridian StreetIndianapolisIN46225350874276501(c)(3)$12,100$0n/an/aLocal Community
Lubavitch of Indiana
1037 Golf LaneIndianapolisIN46260810632549501(c)(3)$12,050$0n/an/aJewish Community
IU Foundation - Melvin & Bren Simon Cancer Center
PO BOX 7072IndianapolisIN46207356018940501(c)(3)$11,500$0n/an/aLocal Community
Mount Holyoke College
50 College StreetSouth HadleyMA01075042103578501(c)(3)$11,000$0n/an/aLocal Community
Congregation Shaarey Tefilla
3085 W 116th StCarmelIN46032351922530501(c)(3)$10,250$0n/an/aJewish Community
ACLU of Indiana FOUNDATION
1031 East Washington StIndianapolisIN46202237398358501(c)(3)$10,000$0n/an/aLocal Community
American Friends of the Hebrew University
16633 Ventura BlvdEncinoCA91436131568923501(c)(3)$10,000$0n/an/aJewish Community
Children's After School Arts
584 Castro St Ste 264San FranciscoCA94114731708893501(c)(3)$10,000$0n/an/aLocal Community
Hoosier Environmental Council Foundation
3591 North Meridian StreetIndianapolisIN46208351576694501(c)(3)$10,000$0n/an/aLocal Community
Teach for America
1314 N Meridian StIndianapolisIN46202133541913501(c)(3)$10,000$0n/an/aLocal Community
Jewish Community Center Of North America
520 8th AvenueNew YorkNY10018135599486501(c)(3)$9,651$0n/an/aJewish Community
American Red Cross of Greater Indpls
1510 N Meridian StIndianapolisIN46202350869023501(c)(3)$9,233$0n/an/aLocal Community
Purdue University Hillel
912 West State StreetWest LafayetteIN47906310958507501(c)(3)$7,534$0n/an/aJewish Community
IU Foundation Jewish Studies
355 N Jordan AveBloomingtonIN47405356018940501(c)(3)$6,550$0n/an/aJewish Community
Indpls Marion County Public Library Foundation
PO BOX 6134IndianapolisIN46206237016089501(c)(3)$6,350$0n/an/aLocal Community
Anti-Defamation League
605 Third AveNew YorkNY10158131818723501(c)(3)$6,222$0n/an/aLocal Community
Congregation B'Nai Torah
6510 Hoover RoadIndianapolisIN46260350941110501(c)(3)$6,000$0n/an/aJewish 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
Juvenile Diabetes Research Foundation - Indiana St
10401 N Meridian StreetIndianapolisIN46240222519612501(c)(3)$6,000$0n/an/aLocal Community
WFYI
1630 N Meridian StIndianapolisIN46202351147600501(c)(3)$5,890$0n/an/aLocal Community
Butler University
4600 Sunset AvenueIndianapolisIN46208350867977501(c)(3)$5,500$0n/an/aLocal Community
United States Holocaust Memorial Museum
100 Raoul Wallenberg Place SWWashingtonDC20024521309391501(c)(3)$5,500$0n/an/aJewish Community
Indianapolis Zoological Society
1200 W Washington StIndianapolisIN46222351074747501(c)(3)$5,100$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
Chai Lifeline
6600 N Lincoln AveLincolnwoodIL60712112940331501(c)(3)$5,000$0n/an/aLocal Community
Goodwill Industries Foundation
1635 W Michigan StIndianapolisIN46222350893506501(c)(3)$5,000$0n/an/aLocal Community
IU Foundation Kelly School of Business
1309 E 10th StreetBloomingtonIN47405356018940501(c)(3)$5,000$0n/an/aLocal Community
Jewish Women's Archive Inc
One Harvard StBrooklineMA24425501(c)(3)$5,000$0n/an/aJewish Community
Methodist Health Foundation
P O Box 7168IndianapolisIN46207356043086501(c)(3)$5,000$0n/an/aLocal Community
People for Urban Progress PUP Inc
1043 Virginia AveIndianapolisIN46203263733786501(c)(3)$5,000$0n/an/aLocal Community
United Jewish Centers of MetroWest
760 Northfield AveWest OrangeNJ07052222680030501(c)(3)$5,000$0n/an/aJewish Community
US Holocaust Memorial Museum
100 Raoul Wallenberg Place SWWashingtonDC20024521309391501(c)(3)$5,000$0n/an/aJewish Community
Butler University Hillel
4600 Sunset AvenueIndianapolisIN46208350867977501(c)(3)$5,000$0n/an/aJewish Community
FieldValueIRS element (for citing)
Total501c3 Org66Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

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

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
JEWISH CAMPS47$33,000$0n/an/a
SCHOLARSHIPS15$10,300$0n/an/a
ECONOMIC RELIEF40$14,349$0n/an/a

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule I, Part II, Line 1 CLARIFICATION OF GRANT DISTRIBUTIONSWhile many 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 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$168,466BaseCompensationFilingOrgAmt
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$12,983DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$27,113NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$208,922TotalCompensationFilingOrgAmt
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
Contribution86ContributionCnt
Noncash Contributions Rpt F990$2,071,350NoncashContributionsRptF990Amt
Method Of Determining RevenuesMarket valueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received86Form8283ReceivedCnt
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 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 personsBRAD COHEN AND CHARLES COHEN - Family relationship, HART HASTEN AND MONICA ROSENFELD - Family relationship, BETH KLAPPER AND STEPHEN KLAPPER - Family relationship, PAUL KRAFT AND GERALD KRAFT - Family relationship, JANIE MAURER, MICKIE MAURER, GREG 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, Tom Grande & David Barrett - 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 was completed by the Finance Committee of the board for the Executive Vice President (also referred to as the CEO) during the review of the operating budget. 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 2017.
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 7aIN JANUARY 2017, JFGI CHANGED INVESTMENT PROVIDERS (NEW OCIO) AND THROUGH OUT THE YEAR REBALANCED THE INVESTMENT PORTFOLIO, WHICH RESULTS IN MORE THAN NORMAL SALES AND PURCHASES OF INVESTMENTS.
Form 990, Part VIII, Line 1fIN DECEMBER 2017, JFGI RECIEVED 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.
Form 990, Part VIII, Line 2f Other Program Service RevenueSpecial Event Income - Total Revenue: 33424, Related or Exempt Function Revenue: 33424, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Other Programs - Total Revenue: 105274, Related or Exempt Function Revenue: 105274, 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 balancesLOSS OF FIXED ASSET RECLASS - -78712;
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 2016 annual campaign raised over $3,750,000, which was granted & distributed in 2017. JFGI also provided our local agencies with almost $1,900,000 of rent and other operational service subsidies. In addition to the annual campaign allocation and grants, in 2017 JFGI granted and distributed more than $5,800,000 to the community through its endowments and donor advised funds. In total, 2017 grants and program expenses were over $13,500,000. We are extremely fortunate in the Indianapolis community that we use only around 6% of our annual campaign dollars for overhead. The remainder of our overhead expenses is covered by a grant from our unrestricted endowment fund and DAF fees. This allows almost 94% of annual campaign pledges to be used toward direct programming needs. As our Federation celebrates its 113th anniversary this year, our commitment to our community continues to be strong.

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