2017-10-17T10:00:07-05:00 2016-12-31 350921680 CROWE HORWATH LLP 3815 River Crossing Parkway Suite 3 00 Post Office Box 40977 Indianapolis IN 462400977 990 2016-01-01 350888017 JEWISH FEDERATION OF GREATER INDIANAPOLIS INC JEWI 3177265450 6705 HOOVER ROAD INDIANAPOLIS IN 46260 DEBRA BARTON GRANT EXEC. VICE PRESIDENT 2017-10-17 true Rachel Spurlock P00520729 3175698989 2016 2021-01-29 14:40:06Z Debra Barton Grant 6705 Hoover Road Indianapolis IN 46260 46991003 false X www.jewishindianapolis.org X 1904 IN The Jewish Federation of Greater Indianapolis, Inc. is the central philanthropic, planning and community relations organization of the Jewish Community in Indianapolis, Indiana. 102 102 34 500 975 0 3551433 7596434 2452039 2625814 1479124 2688126 5944079 0 13426675 12910374 6425373 15887202 0 1475409 1475620 0 1112007 2718251 2861084 10619033 20223906 2807642 -7313532 95111474 82423500 18365670 12506921 76745804 69916579 The 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) false false 17947080 15887202 870564 ANNUAL 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 ATID (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). 452164 67119 JEWISH 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. 18399244 true true false false false true false false false true true true false false true true true false false false true false false false false false false true true true true false false false false false false false false false false true false false false false false false false false true 32 0 true 34 true true true false false false false false false false false false false false false X 102 102 true false false false false false false true true false false true true true true true true true false false IN X X ERICA ECK CROWELL 3177265450 6705 Hoover Road Indianapolis IN 46260 Offer Korin President 1.0 X X 0 0 0 Bradley Gershman Vice President 1.0 X X 0 0 0 Barbara Leventhal Vice President (Term Ended June 2016) 1.0 X X 0 0 0 Diane Lutz Treasurer 1.0 X X 0 0 0 Stacy Segal Secretary 1.0 X X 0 0 0 Paul Kraft Immediate Past President 1.0 X X 0 0 0 Leslie Rubin Campaign Co-Chair 1.0 X X 0 0 0 James Schwarz Campaign Co-Chair 1.0 X X 0 0 0 Beth Klapper Co-Campaign Chair 1.0 X X 0 0 0 Stephen Klapper Co-Campaign Chair 1.0 X X 0 0 0 Michael Rubin Campaign Co-Chair 1.0 X X 0 0 0 Rosalie Gussow Board Member 1.0 X 0 0 0 Greg Schahet Board Member 1.0 X 0 0 0 Stanley Talesnick Board Member 1.0 X 0 0 0 Matthew Tobe Board Member 1.0 X 0 0 0 Richard Shevitz Board Member 1.0 X 0 0 0 Alan Nelson Board Member 1.0 X 0 0 0 Karl Smith Board Member 1.0 X 0 0 0 Brad Cohen Board Member 1.0 X 0 0 0 John Abrams Board Member 1.0 X 0 0 0 Barbara Levy Board Member 1.0 X 0 0 0 Rabbi Abraham Grossbaum Board Member 1.0 X 0 0 0 Tom Grande Board Member 1.0 X 0 0 0 Estelle Nelson Board Member 1.0 X 0 0 0 Marc Jaffe Board Member 1.0 X 0 0 0 Marlo Katz Board Member 1.0 X 0 0 0 Matt Burnett Board Member 1.0 X 0 0 0 Edward Gabovitch Board Member 1.0 X 0 0 0 Joe Ofengender Board Member 1.0 X 0 0 0 Janie Maurer Board Member 1.0 X 0 0 0 Livia Russell Board Member 1.0 X 0 0 0 Rabbi Yisrael Gettinger Board Member 1.0 X 0 0 0 Barrie Fisch Board Member 1.0 X 0 0 0 Walter E Wolf Jr Board Member 1.0 X 0 0 0 David Kleiman Board Member 1.0 X 0 0 0 Monica Rosenfeld Board Member 1.0 X 0 0 0 Jerry Litwack Board Member 1.0 X 0 0 0 Leon Mordoh Board Member 1.0 X 0 0 0 Claudette Einhorn Board Member 1.0 X 0 0 0 Gerald Kraft Board Member 1.0 X 0 0 0 Jeffrey Adams Board Member 1.0 X 0 0 0 Eloise Paul Board Member 1.0 X 0 0 0 Martin Kroot Board Member 1.0 X 0 0 0 Gerald Paul Board Member 1.0 X 0 0 0 Benton Marks Board Member 1.0 X 0 0 0 Sheldon Hirst Board Member 1.0 X 0 0 0 Bradley Bell Board Member 1.0 X 0 0 0 Mindy Shapiro Board Member 1.0 X 0 0 0 Mary E Smith Board Member 1.0 X 0 0 0 Zac Hodes Board Member 1.0 X 0 0 0 Angela Grabovisky Board Member 1.0 X 0 0 0 Sidney Laikin Board Member 1.0 X 0 0 0 Mickey Maurer Board Member 1.0 X 0 0 0 Robert Schloss Board Member 1.0 X 0 0 0 Karen Rothbaum Board Member 1.0 X 0 0 0 Hart Hasten Board Member 1.0 X 0 0 0 Laurel Brown Board Member 1.0 X 0 0 0 Leo Grabovisky Board Member 1.0 X 0 0 0 David Wiener Board Member 1.0 X 0 0 0 Jamie Gray Board Member 1.0 X 0 0 0 Herbert Simon Board Member 1.0 X 0 0 0 Emily Gurwitz Board Member 1.0 X 0 0 0 Larry Turow Board Member 1.0 X 0 0 0 Shereen Farber Board Member 1.0 X 0 0 0 David Barrett Board Member 1.0 X 0 0 0 Michael Goldberg Board Member 1.0 X 0 0 0 Amy Herman Board Member 1.0 X 0 0 0 Michael Mervis Board Member 1.0 X 0 0 0 Drew Miroff Board Member 1.0 X 0 0 0 Ellen Shevitz Board Member 1.0 X 0 0 0 Jeff Sondhelm Board Member 1.0 X 0 0 0 Eileen Vandroff Board Member 1.0 X 0 0 0 Rick Weiss Board Member 1.0 X 0 0 0 Murray Firestone Board Member 1.0 X 0 0 0 Gigi Marks Felsher Board Member 1.0 X 0 0 0 Daniel Cantor Board Member 1.0 X 0 0 0 Charles Cohen Board Member 1.0 X 0 0 0 David Vonnegut-Gabovitch Board Member 1.0 X 0 0 0 Greg Maurer Board Member 1.0 X 0 0 0 Richard Leventhal Board Member 1.0 X 0 0 0 Megan Maurer Board Member 1.0 X 0 0 0 Sandy Nachlis Board Member 1.0 X 0 0 0 Caryl Shideler Board Member 1.0 X 0 0 0 Becky Selig Board Member 1.0 X 0 0 0 Jennifer Williams Board Member 1.0 X 0 0 0 Steve Auslander Board Member 1.0 X 0 0 0 Henry Efroymson Board Member 1.0 X 0 0 0 Andie Friedman Board Member 1.0 X 0 0 0 Jeremy Klotz Board Member 1.0 X 0 0 0 Jane Morrison Board Member 1.0 X 0 0 0 Carly Sacher Rubenstein Board Member 1.0 X 0 0 0 Jennifer Schwartz Board Member 1.0 X 0 0 0 Sara Weinberger Board Member 1.0 X 0 0 0 Barbara Herman Board Member 1.0 X 0 0 0 Judy Fox Board Member 1.0 X 0 0 0 Joan Katz Board Member 1.0 X 0 0 0 Judy Failer Board Member 1.0 X 0 0 0 Helen Goldstein Board Member 1.0 X 0 0 0 Keith Pitzele Board Member 1.0 X 0 0 0 Michelle Korin Board Member 1.0 X 0 0 0 Jeremy Goldstein Board Member 1.0 X 0 0 0 Nancy Reiter Board Member 1.0 X 0 0 0 Alice Berkowitz Board Member (Term Ended June 2016) 1.0 X 0 0 0 Robert Garelick Board Member (Term Ended June 2016) 1.0 X 0 0 0 Todd Maurer Board Member (Term Ended June 2016) 1.0 X 0 0 0 Don Fisher Board Member (Term Ended June 2016) 1.0 X 0 0 0 Myron Weinberger Board Member (Term Ended June 2016) 1.0 X 0 0 0 Jeffrey Smulyan Board Member (Term Ended June 2016) 1.0 X 0 0 0 Les Morris Board Member (Term Ended June 2016) 1.0 X 0 0 0 Iliana Levin Board Member (Term Ended June 2016) 1.0 X 0 0 0 Jason Secore Board Member (Term Ended June 2016) 1.0 X 0 0 0 Sarah Frye Board Member (Term Ended June 2016) 1.0 X 0 0 0 Carrie Grass Board Member (Term Ended June 2016) 1.0 X 0 0 0 Zev Winicur Board Member (Term Ended June 2016) 1.0 X 0 0 0 Debra Barton Grant Executive Vice President/CEO 40.0 X 160124 0 38301 Erica Eck Crowell CFO 40.0 X 94360 0 22752 254484 0 61053 1 false true true 0 X 983 7595451 2484083 7596434 Rental to affiliates 532000 1688131 1688131 Reimbursement from Affiliates 900099 401984 401984 Life and Legacy Program 900099 330000 330000 Leadership Development 624110 65984 65984 Jewish Family Services (JFS) Program 624200 67119 67119 72596 72596 0 0 2625814 1291774 975 1290799 0 0 35476981 34080629 1396352 0 1396352 1396352 0 0 0 0 0 12910374 937683 975 4375282 15837228 15837228 49974 49974 315536 0 64897 250639 862682 415829 1931 444922 76515 24879 7137 44499 142329 62392 14029 65908 78558 27578 5748 45232 36144 425 35719 249075 249075 0 0 0 0 40127 1000 24341 14786 115536 17864 89841 7831 247329 74199 123664 49466 370543 294245 50054 26244 28646 2550 5331 20765 65558 11693 53865 83070 83070 1442990 1399662 14239 29089 PROGRAM SPECIFIC EXPENSE 180582 108349 14447 57786 DUES AND FILING FEES 1484 0 509 975 0 0 0 0 20223906 18399244 712655 1112007 8865781 8357158 1237732 1575569 141294 0 0 0 7541008 990918 47228848 41882968 6770270 5345880 43558137 42080647 25619512 22730893 0 1377740 1342435 95111474 82423500 186912 319449 1672049 1466954 16506709 10720518 18365670 12506921 X 58718287 56813764 10602966 7062469 7424551 6040346 76745804 69916579 95111474 82423500 X -7313532 982823 -498516 X false true X true false X 15819601 5423984 5113719 3551433 7596434 37505171 0 0 15819601 5423984 5113719 3551433 7596434 37505171 10662125 26843046 1340022 1476455 1701270 1504300 1289683 7311730 0 0 0 0 0 0 0 5391 0 0 0 5391 44822292 11805981 0.5989 0.4887 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - INSURANCE PROCEEDS, COLUMN A - 0.0, COLUMN B - 5391.0, COLUMN C - 0.0, COLUMN D - , COLUMN E - , COLUMN F - 5391.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 105 10415568 7905366 47412431 true true 35633200 1617759 971913 5855390 32367482 37650001 590336 -786065 1821072 35633200 38186686 718585 388767 1644037 37650001 35013430 1518327 3135249 1480320 38186686 24166996 11443824 1589216 2186606 35013430 0.5952 0.2182 0.1866 false false 1087059 1087059 39933882 35822573 4111309 6204157 6060395 143762 3750 3750 5345880 Israel Bonds 2000000 F Alternative Investments 20730893 F Other Investments F 22730893 SKIP liability Investments held in trust for constituent agencies 10094154 Charitable Gift Annuities 626364 10720518 X 13644122 982823 0 982823 12661299 249075 0 249075 12910374 20473347 498516 498516 19974831 249075 0 249075 20223906 Schedule D, Part V, Line 4 Intended uses of endowment funds The endowment funds are used to promote the agencies and programs supported by the Jewish Federation of Greater Indianapolis' Annual Campaign and to provide grants and assistance for specific programs. Jewish Federation has a general policy of appropriating for distribution each year 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) footnote The 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, 2016 and 2015. Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 WRITE OFF OF UNCOLLECTIBLE PLEDGES - 498516 true Central America and the Caribbean 0 0 Investments N/A 3586000 0 0 0 0 0 0 3586000 0 3586000 true false true true true false Schedule F, 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 F, 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. true Gene B Glick Family Housing Foundation Inc 8801 River Crossing Blvd Ste 200 Indianapolis IN 46240 201698926 501 ( C ) ( 3 ) 3750000 0 n/a n/a JEWISH COMMUNITY Hooverwood 7001 Hoover Road Indianapolis IN 46260 356041299 501 ( C) ( 3 ) 2523788 0 n/a n/a JEWISH COMMUNITY Jewish Community Center 6701 Hoover Road Indianapolis IN 46260 237099138 501 ( C ) ( 3 ) 1207782 0 n/a n/a JEWISH COMMUNITY Jewish Federations of North America 25 Broadway New York NY 10004 131624240 501 ( C) (3) 829119 0 n/a n/a JEWISH COMMUNITY Bureau of Jewish Education 6711 Hoover Rd Indianapolis IN 46260 237099140 501 ( C ) ( 3 ) 715873 0 n/a n/a JEWISH COMMUNITY The Kitchen Community 1980 8th St Boulder CO 80302 275083595 501 ( C ) ( 3 ) 250000 0 n/a n/a LOCAL COMMUNITY Jewish Community Relations Council 1100 W 42nd St Indianapolis IN 46208 237099139 501 ( C ) ( 3 ) 241884 0 n/a n/a JEWISH COMMUNITY Hasten Hebrew Academy of Indianapolis 6602 Hoover Rd Indianapolis IN 46260 351185540 501 ( C ) ( 3 ) 184420 0 n/a n/a JEWISH COMMUNITY Indianapolis Hebrew Congregation 6501 N Meridian Street Indianapolis IN 46260 350871004 501 ( C ) ( 3 ) 117029 0 n/a n/a JEWISH COMMUNITY Hillel Foundation at Indiana University Inc 730 E 3rd St Bloomington IN 47401 356018940 501 ( C ) ( 3 ) 77344 0 n/a n/a JEWISH COMMUNITY Indianapolis Symphony Orchestra 32 East Washington St Suite 600 Indianapolis IN 46204 351812636 501 ( C ) ( 3 ) 48250 0 n/a n/a LOCAL COMMUNITY University High School Of Indiana Inc 2825 West 116 St Carmel IN 46032 352034546 501 ( C ) ( 3 ) 44000 0 n/a n/a LOCAL COMMUNITY Congregation Beth El Zedeck 600 West 70th St Indianapolis IN 46260 351536905 501 ( C ) ( 3 ) 31958 0 n/a n/a JEWISH COMMUNITY Jewish Women's Theatre 521 Latimer Rd Santa Monica CA 90402 474157778 501 ( C ) ( 3 ) 30000 0 n/a n/a JEWISH COMMUNITY United Way of Central Indiana 3901 N Meridian Indianapolis IN 46208 351007590 501 ( C ) ( 3 ) 29500 0 n/a n/a LOCAL COMMUNITY IU Foundation Herron School of Arts 1701 N Pennsylvania St Indianapolis IN 46202 356018940 501 ( C ) ( 3 ) 27000 0 n/a n/a LOCAL COMMUNITY Spirit Rock Meditation Center PO BOX 169 Woodacre CA 94973 942971001 501 ( C ) ( 3 ) 25000 0 n/a n/a LOCAL COMMUNITY Indianapolis Museum of Art 4000 Michigan Rd Indianapolis IN 46208 350867955 501 ( C ) ( 3 ) 24485 0 n/a n/a LOCAL COMMUNITY Eskenazi Health Foundation 720 Eskenazi Ave Fifth Third Bank Building Indianapolis IN 46202 311132066 501 ( C ) ( 3 ) 18350 0 n/a n/a LOCAL COMMUNITY Birthright Israel Foundation 33 East 33rd Street 7th Floor New York NY 10016 134092050 501 ( C ) ( 3 ) 15000 0 n/a n/a JEWISH COMMUNITY Indiana State Museum 650 W Washington St Indianapolis IN 46204 356202818 501 ( C ) ( 3 ) 15000 0 n/a n/a LOCAL COMMUNITY Chabad of Charleston 734 York St Mt Pleasant SC 29464 208546631 501 ( C ) ( 3 ) 14826 0 n/a n/a JEWISH COMMUNITY United Way of Central Indiana Inc 2955 N Meridian St Ste 300 Indianapolis IN 46208 351007590 501 ( C ) ( 3 ) 13600 0 n/a n/a LOCAL COMMUNITY Indiana University Foundation PO BOX 500 Bloomington IN 47402 356018940 501 ( C ) ( 3 ) 13500 0 n/a n/a LOCAL COMMUNITY Charleston Jewish Federation 176 Croghan Spur Road Suite 100 Charleston SC 29407 576000188 501 ( C ) ( 3 ) 13000 0 n/a n/a JEWISH COMMUNITY Jewish Federation of Greater Los Angeles 6505 Wilshire Blvd Ste 100 Los Angeles CA 90048 956111928 501 ( C ) ( 3 ) 12500 0 n/a n/a JEWISH COMMUNITY Central Indiana Community Foundation Inc 615 North Alabama Street room 119 Indianapolis IN 46204 351793680 501 ( C ) ( 3 ) 12000 0 n/a n/a LOCAL COMMUNITY Friends of IDF Central Region 29 E Madison Street Suite 1010 Chicago IL 60602 133156445 501 ( C ) ( 3 ) 12000 0 n/a n/a JEWISH COMMUNITY Planned Parenthood of Indiana 200 S Meridian Street Suite 400 Indianapolis IN 46225 350874276 501 ( C ) ( 3 ) 12000 0 n/a n/a LOCAL COMMUNITY Congregation Shaarey Tefilla 3083 W 116th St Carmel IN 46032 351922530 501 ( C ) ( 3 ) 11525 0 n/a n/a JEWISH COMMUNITY Indiana Repertory Theatre 140 W Washington St Indaianapolis IN 46204 351186290 501 ( C ) ( 3 ) 11350 0 n/a n/a LOCAL COMMUNITY Juvenile Diabetes Research Foundation - Indiana St 10401 N Meridian Street Ste 150 Indianapolis IN 46240 222519612 501 ( C ) ( 3 ) 11000 0 n/a n/a LOCAL COMMUNITY Beth-el Zedeck Foundation Inc 600 W 70th St Indianapolis IN 46260 351536905 501 ( C ) ( 3 ) 10665 0 n/a n/a JEWISH COMMUNITY IU Foundation-Helene G Simon Hillel Center PO Box 66045 Indianapolis IN 46266 356018940 501 ( C ) ( 3 ) 10300 0 n/a n/a LOCAL COMMUNITY ACLU of Indiana FOUNDATION 1031 East Washington St Indianapolis IN 46202 237398358 501 ( C ) ( 3 ) 10000 0 n/a n/a LOCAL COMMUNITY American Friends of the Hebrew University 16633 Ventura Blvd Ste 715 Encino CA 91436 131568923 501 ( C ) ( 3 ) 10000 0 n/a n/a JEWISH COMMUNITY Betty Ford Center 39000 Bob Hope Dr Rancho Mirage CA 92270 410682405 501 ( C ) ( 3 ) 10000 0 n/a n/a JEWISH COMMUNITY Big Brothers Big Sisters Of Central Indiana 2960 North Meridian Street Ste 150 Indianapolis IN 46208 351323831 501 ( C ) ( 3 ) 10000 0 n/a n/a LOCAL COMMUNITY Hoosier Environmental Council 3591 North Meridian Street Indianapolis IN 46208 351576694 501 ( C ) ( 3 ) 10000 0 n/a n/a LOCAL COMMUNITY Mount Holyoke College Annual Fund 50 College Street South Hadley MA 01075 042103578 501 ( C ) ( 3 ) 10000 0 n/a n/a LOCAL COMMUNITY Teach for America 1314 N Meridian St Ste 200 Indianapolis IN 46202 133541913 501 ( C ) ( 3 ) 10000 0 n/a n/a LOCAL COMMUNITY Jewish Community Center Of North America 520 8th Avenue 4th Floor New York NY 10018 135599486 501 ( C ) ( 3 ) 9651 0 n/a n/a JEWISH COMMUNITY IU School of Medicine PO Box 7072 Indianapolis IN 46207 201093251 501 ( C ) ( 3 ) 9600 0 n/a n/a LOCAL COMMUNITY JFGI - SELAH 6705 Hoover Rd Indianapolis IN 46260 350888017 501 ( C ) ( 3 ) 8800 0 n/a n/a JEWISH COMMUNITY Palm Springs Art Museum PO BOX 2310 Palm Springs CA 92263 951809576 501 ( C ) ( 3 ) 8500 0 n/a n/a LOCAL COMMUNITY Purdue University Hillel 912 West State Street West Lafayette IN 47906 310958507 501 ( C ) ( 3 ) 7534 0 n/a n/a JEWISH COMMUNITY United States Holocaust Memorial Museum 100 Raoul Wallenberg Place SW Washington DC 20024 521309391 501 ( C ) ( 3 ) 7400 0 n/a n/a JEWISH COMMUNITY Cate School 1960 Cate Mesa Rd PO BOX 5005 Carpentaria CA 93014 951644630 501 ( C ) ( 3 ) 7279 0 n/a n/a LOCAL COMMUNITY Orchard School Foundation 615 West 64th Street Indianapolis IN 46260 350909975 501 ( C ) ( 3 ) 7000 0 n/a n/a LOCAL COMMUNITY Etz Chaim Sephardic Congregation 6939 Hoover Road Indianapolis IN 46260 262525610 501 ( C ) ( 3 ) 6727 0 n/a n/a JEWISH COMMUNITY WFYI 1630 N Meridian St Indianapolis IN 46202 351147600 501 ( C ) ( 3 ) 6470 0 n/a n/a LOCAL COMMUNITY Addlestone Hebrew Academy 1645 Raoul Wallenberg Blvd Charleston SC 29407 570409223 501 ( C ) ( 3 ) 6400 0 n/a n/a JEWISH COMMUNITY Indpls Marion County Public Library Foundation PO BOX 6134 Indianapolis IN 46206 237016089 501 ( C ) ( 3 ) 6350 0 n/a n/a LOCAL COMMUNITY IU Foundation Jewish Studies 355 N Jordan Ave Global Intl Bldg Rm 4023 Bloomington IN 47405 356018940 501 ( C ) ( 3 ) 6350 0 n/a n/a JEWISH COMMUNITY IU Foundation Varsity Club 1001 E 17 St Bloomington IN 47408 356018940 501 ( C ) ( 3 ) 6000 0 n/a n/a LOCAL COMMUNITY PEF Israel Endowment Funds Inc 630 Third Avenue Suite 1501 New York NY 10017 136104086 501 ( C ) ( 3 ) 6000 0 n/a n/a JEWISH COMMUNITY American Society for Yad Vashem Inc 500 Fifth Ave 42nd Fl New York NY 10110 133106768 501 ( C ) ( 3 ) 5250 0 n/a n/a LOCAL COMMUNITY Fringe Festival PO Box 44121 Indianapolis IN 46244 202005004 501 ( C ) ( 3 ) 5100 0 n/a n/a LOCAL COMMUNITY Indianapolis Zoological Society 1200 W Washington St Indianapolis IN 46222 351074747 501 ( C ) ( 3 ) 5100 0 n/a n/a LOCAL COMMUNITY American Red Cross of Greater Indpls 1510 N Meridian St Indianapolis IN 46202 350869023 501 ( C ) ( 3 ) 5033 0 n/a n/a LOCAL COMMUNITY American University 4400 Massachusetts Ave NW Washington DC 20016 530196549 501 ( C ) ( 3 ) 5000 0 n/a n/a LOCAL COMMUNITY Anti-Defamation League 120 South Laselle St Suite 1150 Chicago IL 60603 131818723 501 ( C ) ( 3 ) 5000 0 n/a n/a JEWISH COMMUNITY Chai Lifeline 6600 Nlincoln Ave Ste 300 Lincolnwood IL 60712 112940331 501 ( C ) ( 3 ) 5000 0 n/a n/a LOCAL COMMUNITY Chai Lifeline 151 West 30th Street New York NY 10001 112940331 501 ( C ) ( 3 ) 5000 0 n/a n/a LOCAL COMMUNITY Friends of the Cultural Center Inc 73000 Fred Waring Dr Palm Desert CA 92260 952834871 501 ( C ) ( 3 ) 5000 0 n/a n/a LOCAL COMMUNITY Goodwill Industries Foundation 1635 W Michigan St Indianapolis IN 46222 350893506 501 ( C ) ( 3 ) 5000 0 n/a n/a LOCAL COMMUNITY Hillel at Miami University 11 East Walnut St Oxford OH 45056 316068732 501 ( C ) ( 3 ) 5000 0 n/a n/a JEWISH COMMUNITY IU Foundation Kelly School of Business 1309 E 10th Street Bloomington IN 47405 356018940 501 ( C ) ( 3 ) 5000 0 n/a n/a LOCAL COMMUNITY Jewish Federation of Fort Wayne 5200 Old Mill Rd Fort Wayne IN 46807 350869051 501 ( C ) ( 3 ) 5000 0 n/a n/a JEWISH COMMUNITY Jewish Women's Archive Inc One Harvard St Brookline MA 20445 432931880 501 ( C ) ( 3 ) 5000 0 n/a n/a JEWISH COMMUNITY Office of Letters & Light 3354 Adeline Street Berkeley CA 94703 651282653 501 ( C ) ( 3 ) 5000 0 n/a n/a LOCAL COMMUNITY Rolling Hills Preparatory School and Renaissance S One Rolling Hills Prep Way Advancement Office San Pedro CA 90732 953735164 501 ( C ) ( 3 ) 5000 0 n/a n/a LOCAL COMMUNITY US Holocaust Memorial Museum 100 Raoul Wallenberg Place SW Washington DC 20024 521309391 501 ( C ) ( 3 ) 5000 0 n/a n/a JEWISH COMMUNITY 73 0 JEWISH CAMPS 45 27800 0 N/A N/A SCHOLARSHIPS 17 10478 0 N/A N/A ECONOMIC RELIEF 21 11696 0 N/A N/A Schedule I, Part II, Line 1 CLARIFICATION OF GRANT DISTRIBUTIONS While 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. X X X false false false false false false false false false Debra Barton Grant Executive Vice President/CEO 159764 0 0 0 360 0 12338 0 25963 0 198425 0 0 0 A Indiana Finance Authority 351602316 2007-10-10 3000000 Construction/renovation facilities false false false A 1533046 0 3025170 0 0 0 51000 0 0 2974170 0 0 2009 false false true true A false true true true false 0.0 false false true A false false true false false false false false true A true Schedule K, Part II, Line 3 Total proceeds of issue Gross proceeds - $3,000,000 Investment earnings on proceeds - $25,170 Schedule K, Part III, Line 2 Lease arrangements The Federation's lease arrangements are with a constituent tax-exempt agency for activities that do not result in unrelated business income to the Federation or the constituent agency; therefore, the lease arrangements do not result in private business use. Schedule K, Part III, Line 3a Management or service contracts The Federation has management services agreements with other constituent tax-exempt agencies, for services that do not result in unrelated business income to the Federation; therefore, these management services agreements do not result in private business use. Schedule K, Part IV, Line 2b Exception to rebate The organization's bonds operated as if it were a line of credit, and thus the organization did not advance the line unless is was specifically to pay the contractor for the project. Therefore since the organization did not earn any interest on the bond funds before they were immediately spent on the project, the bond issuance was not subject to arbitrage rebate. X 75 1054541 Market value X 2 1429542 Market value 77 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Partnership, LLC, or trust interests - THERE WERE 2 DIFFERENT INTERESTS CONTRIBUTED TO THE FILING ORGANIZATION. THEY WERE ALL WITHIN THE SAME FAMILY FOR A TOTAL OWNERSHIP OF 45.54%. THE PARTNERSHIP WAS THEN SOLD TWO MONTHS LATER. 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 EMPLOYEES JFGI 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 committee The 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 persons BRAD 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, RICHARD LEVENTHAL AND BARBARA LEVENTHAL - Family relationship, JANIE MAURER, MICKIE MAURER, TODD 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, Ellen & Richard Shevitz - Family relationship Form 990, Part VI, Line 11b Review of form 990 by governing body Jewish Federation of Greater Indianapolis, Inc. has appointed the Audit Committee to review in detail the Form 990. The Audit Committee then reports to the board a summary of 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 policy Conflict of interest statements are sent to all board members, officers, and key employees annually to complete. The statements are reviewed by the board president and 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 official An Annual review of salary and benefits is completed by the Finance Committee of the board for the Executive Vice President (previous title was Executive Director) 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 are presented to the board and documented in the committee minutes. This process was completed during 3rd quarter 2013, when a new Executive Vice President was hired. Her contract was for 2 1/2 years. The contract and compensation was last reviewed during fourth quarter 2015. Form 990, Part VI, Line 19 Required documents available to the public Governing documents and conflict of interest policies are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104. These documents are not available to the public at this time. The organization makes its financial statements available on its website. Form 990, Part VIII, Line 2f Other Program Service Revenue Various Other Program Revenue - Total Revenue: 42695, Related or Exempt Function Revenue: 42695, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; SPECIAL EVENT INCOME - Total Revenue: 29901, Related or Exempt Function Revenue: 29901, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part X, Line 7 Change in Notes receivable During 2016, JFGI collected a large note receivable with proceeds earmarked to a Donor Advised Fund, which were then used to fund a large grant distribution to a local charitable organization. Form 990, Part X, Line 25 Change in Liabilities During 2016, one of JFGI's constituent agencies began major renovations on their facilities. During 2016, more than $10 million dollars from Custodial and JFGI Endowment Funds, as well as, Donor Advised Funds to fund this renovation. This resulted in the decrease in Liabilities on the Balance Sheet. Form 990, Part XI, Line 9 Other changes in net assets or fund balances WRITE OFF OF UNCOLLECTIBLE PLEDGES - -498516; Form 990 Clarification of Tax Information The 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 2015 annual campaign raised over $3,900,000, which was granted & distributed in 2016. JFGI also provided our local agencies with almost $1,750,000 of rent and other operational service subsidies. In addition to the annual campaign allocation and grants, in 2016 JFGI granted and distributed more than $13,800,000 to the community through its endowments and donor advised funds. In total, 2016 grants and program expenses were over $20,700,000. One of our largest allocations ever. 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 112th anniversary this year, our commitment to our community continues to be strong. Form 990, Part IX Allocation of Expenses During 2016, specific salaries and employee benefits that were allocated to specific grants (i.e. campus management and technology) for all constituent agencies were included in the broad expense line (Part IX, Line 24a) rather than the salaries and employee benefits expense lines. This coding represents a more accurate and realistic expense allocation.