2024-03-04T22:47:54-06:00 2023-06-30 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2022-07-01 060655482 JEWISH FEDERATION OF GREATER HARTFORD JEWI 8602324483 333 BLOOMFIELD AVENUE WEST HARTFORD CT 06117 DAVID WAREN PRESIDENT & CEO 8602324483 2024-02-26 1 DAVID WAREN 999009999 0 PAUL BALLASY P00852868 9592007000 2024-02-26 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVID WAREN 333 BLOOMFIELD AVENUE WEST HARTFORD CT 06117 6769635 0 X WWW.JEWISHHARTFORD.ORG X 1945 CT JEWISH FEDERATION OF GREATER HARTFORD IS THE COMMUNITY LEADER AND AGENT OF CHANGE. OUR MISSION IS TO SUPPORT, COORDINATE AND DEVELOP PRIORITY PROGRAMS AND SERVICES THAT WELCOME ALL JEWISH FAMILIES; BRING UNIQUE JEWISH EDUCATION AND LEADERSHIP TRAINING TO GREATER HARTFORD; IMPROVE THE QUALITY OF LIFE FOR THE NEEDIEST IN GREATER HARTFORD, ISRAEL AND IN JEWISH COMMUNITIES WORLDWIDE. THE FEDERATION SPONSORS PRIORITY PROGRAMS AND GRANTS TO AGENCIES THAT HELP PEOPLE REGARDLESS OF RACE, NATIONALITY OR RELIGION. 33 32 34 500 0 0 6348196 6298996 132134 319600 2182 30432 16000 120607 6498512 6769635 3307319 3092863 0 0 2240052 2387005 0 0 601618 1197143 1264927 6744514 6744795 -246002 24840 10163502 10584442 2828429 3199661 7335073 7384781 X JEWISH FEDERATION OF GREATER HARTFORD IS THE COMMUNITY LEADER AND AGENT OF CHANGE. OUR MISSION IS TO SUPPORT, COORDINATE AND DEVELOP PRIORITY PROGRAMS AND SERVICES THAT WELCOME ALL JEWISH FAMILIES; BRING UNIQUE JEWISH EDUCATION AND LEADERSHIP TRAINING TO GREATER HARTFORD; IMPROVE THE QUALITY OF LIFE FOR THE NEEDIEST IN GREATER HARTFORD, ISRAEL AND IN JEWISH COMMUNITIES WORLDWIDE. THE FEDERATION SPONSORS PRIORITY PROGRAMS AND GRANTS TO AGENCIES THAT HELP PEOPLE REGARDLESS OF RACE, NATIONALITY OR RELIGION. 0 0 5816833 3092863 319600 PROVIDES MUCH NEEDED SUPPORT TO OVER 40 PROGRAMS AND PARTNER AGENCIES LOCATED IN 30 TOWNS IN THE GREATER HARTFORD AREA AND 70 PROGRAMS IN ISRAEL AND IN JEWISH COMMUNITIES AROUND THE WORLD. 5816833 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 38 0 1 34 1 0 0 0 0 0 0 0 0 0 0 0 0 X 33 32 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X X CHERYL WOLMER 8602324483 333 BLOOMFIELD AVENUE WEST HARTFORD CT 06117 DAVID WAREN PRESIDENT AND CEO 40.00 X X 218296 0 22440 ADAM STEINBERG DIRECTOR 0.50 X 0 0 0 ANN BAIDACK PAVA DIRECTOR 0.50 X 0 0 0 ANNE MARTHA PITEGOFF OUTGOING TREASURER 0.50 X X 0 0 0 BENJAMIN ADLER VICE CHAIR 2.00 X X 0 0 0 BRUCE GOLDSMITH DIRECTOR 0.50 X 0 0 0 CAROLYN GITLIN CHAIR EMERITUS 4.00 X X 0 0 0 CARY LAKENBACH CO CHAIR COMMUNITY TRUSTEES 1.00 X 0 0 0 CYRAL SHELDON ASSISTANT SECRETARY 0.50 X X 0 0 0 DANA KELLER CHAIR 6.00 X X 0 0 0 DAVID BRANDWEIN DIRECTOR/ CO CHAIR COMMUNITY TRUSTEES 1.00 X 0 0 0 DAVID ROSENTHAL VICE CHAIR 3.00 X X 0 0 0 DAVID SCHEINERMAN DIRECTOR 0.50 X 0 0 0 DAVID WEINER DIRECTOR 0.50 X 0 0 0 ERIC M ZACHS DIRECTOR 0.50 X 0 0 0 GARRETT FISHMAN DIRECTOR 0.50 X 0 0 0 GARY STARR VICE CHAIR 2.00 X X 0 0 0 GAYLE TEMKIN DIRECTOR 0.50 X 0 0 0 JILL DULITSKY VICE CHAIR 4.00 X X 0 0 0 JUANITA MOSS DIRECTOR 0.50 X 0 0 0 JUDY SCHLOSSBERG DIRECTOR 0.50 X 0 0 0 LEE GOLD DIRECTOR 0.50 X 0 0 0 LEESA WALLACE DIRECTOR 0.50 X 0 0 0 LESLIE SILVERS DIRECTOR 0.50 X 0 0 0 MICHAEL CANTOR DIRECTOR 0.50 X 0 0 0 MINDY GLICKMAN DIRECTOR 0.50 X 0 0 0 RISA FILKOFF DIRECTOR 0.50 X 0 0 0 ROBERT STILLMAN TREASURER 2.00 X X 0 0 0 ROBERT YASS ASSISTANT TREASURER 2.00 X X 0 0 0 RONALD CIPRIANO DIRECTOR 0.50 X 0 0 0 STEPHEN BAYER VICE CHAIR 1.00 X X 0 0 0 STEPHEN RABB DIRECTOR 0.50 X 0 0 0 THEODORE ZABLOTSKY SECRETARY 0.50 X X 0 0 0 CHERYL WOLMER VP AND CFO 40.00 X 100867 0 20147 LAURA ZIMMERMAN OUTGOING SENIOR VICE PRESIDENT 40.00 X 128887 0 159 HAYLEY WASSER VP DEVELOPMENT 40.00 X 122579 0 411 570629 0 43157 4 0 1 0 UNITED STATES CEMETERY SERVICES 309 PAINE ROAD NEWINGTON CT 06111 CEMETERY MAINTENANCE 134346 1 6298996 639756 6298996 LEADERS EDUCATION ENGA 611710 245242 245242 LITERACY 611710 74358 74358 319600 26340 26340 120607 0 120607 120607 120607 4092 0 4092 4092 4092 6769635 319600 0 151039 3092863 3092863 440639 335459 46917 58263 1650534 1266753 168434 215347 27870 20184 3707 3979 146889 106381 19538 20970 121073 87684 16105 17284 37185 37185 13216 9912 3304 55813 23813 1455 30545 279068 245121 7544 26403 14667 4370 130 10167 267424 171152 21394 74878 23805 15236 1904 6665 PROGRAM EXPENSES 363266 363266 BAD DEBTS 58000 58000 DIRECT CAMPAIGN EXPENSE 47008 23504 23504 DATA PROCESSING 39831 13144 1992 24695 65644 37991 39 27614 6744795 5816833 326344 601618 X 625 625 4018384 3285108 2105249 2524181 10000 113845 80000 8085527 4930090 3379714 3155437 205017 1405788 330668 133303 10163502 10584442 278402 322577 2502644 2725164 25531 132361 21852 19559 2828429 3199661 X 5631320 5539728 1703753 1845053 7335073 7384781 10163502 10584442 X 24840 42232 -17364 X 0 1 X 1 0 X 5100496 5779659 7152789 6349196 6298996 30681136 5100496 5779659 7152789 6349196 6298996 30681136 1677265 29003871 30170 21669 3779 2182 146947 204747 2906 16000 18906 30904789 1038673 0.93850 0.95390 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 2,906. 2021 AMOUNT: $ 16,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7239741 4386905 2852836 845786 543185 302601 3155437 DEFERRED COMPENSATION LIABILITY 19559 19559 X 6794503 42232 -17364 24868 6769635 0 6769635 6744795 0 6744795 0 6744795 PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FEDERATION AND HAS CONCLUDED THAT, AS OF JUNE 30, 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FEDERATION'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2020 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. THE FEDERATION WILL RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE INCOME TAX PROVISION AND INCLUDES ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE STATEMENTS OF FINANCIAL POSITION. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CHARITABLE REMAINDER TRUST -17,364. 1 ANTI DEFAMATION LEAGUE 131818723 501C(3) 7500 0 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY ASSOCIATION OF JEWISH CEMETERIES 060655482 501C(3) 106723 0 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY BIRTHRIGHT 060655482 501C(3) 12500 0 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY B'NAI B'RITH YOUTH ORGANIZATION 464731824 501C(3) 16000 0 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY CAMP GAN IZZY 061030000 501C(3) 10000 0 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY CAMP LAURELWOOD 060693092 501C(3) 16000 0 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY FRIENDSHIP CIRCLE 061030000 501C(3) 20000 0 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY GOOD GREAT GREATER HARTFORD (FORMERLY DESTINATION HARTFORD) 060655482 501C(3) 27000 0 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY HEBREW SENIOR CARE 060646672 501C(3) 58000 0 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY ISRAEL ACTION NETWORK 131624240 501C(3) 5794 0 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH ASSOCIATION FOR COMMUNITY LIVING 061068312 501C(3) 35000 0 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH FAMILY SERVICES OF GREATER HARTFORD 060653062 501C(3) 280000 0 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH FAMILY SERVICES OF GREATER HARTFORD - RENT SUBSIDY 060653062 501C(3) 26000 0 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH FEDERATION ASSOCIATION OF CONNECTICUT 066002641 501C(3) 30939 0 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH FEDERATIONS OF NORTH AMERICA 131624240 501C(3) 617866 0 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH HISTORICAL SOCIETY OF GREATER HARTFORD 061217339 501C(3) 16500 0 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH LEADERSHIP ACADEMY 060655482 501C(3) 35000 0 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH TEEN LEARNING CONNECTION 061217339 501C(3) 87000 0 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY MANCHESTER ADVISORY 060797859 501C(3) 17000 0 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY MANDELL JEWISH COMMUNITY CENTER 060662142 501C(3) 260000 0 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY MIKVEH WEST HARTFORD 912154619 501C(3) 10000 0 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY NEW ENGLAND JEWISH ACADEMY 061455973 501C(3) 202000 0 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY CAMPERSHIP PROGRAM 060655482 501C(3) 10000 0 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY SOLOMON SCHECHTER DAY SCHOOL 060873657 501C(3) 202000 0 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY UNIVERSITY OF CONNECTICUT HILLEL 066071635 501C(3) 36500 0 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY UNIVERSITY OF CONNECTICUT HILLEL - JUDAIC STUDIES 066071635 501C(3) 10000 0 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY UNIVERSITY OF HARTFORD HILLEL 066068500 501C(3) 62500 0 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY VOICES OF HOPE 066068500 501C(3) 11000 0 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY FUTURE 060655482 501C(3) 25144 0 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY 33 GRANTS TO ORGANIZATIONS THE FEDERATION MONITORS THE ALLOCATIONS GIVEN TO THE AGENCIES AND PROGRAMS BY DOING A MID-YEAR AND END OF YEAR EVALUATION FOR BOTH QUALITATIVE AND QUANTITATIVE FACTORS TO MONITOR THAT FUNDS ARE USED FOR SPECIFIED PURPOSES. STAFF ARE IN CONTACT WITH PARTNER AGENCIES THROUGHOUT THE YEAR. X X 1 1 X X X 0 0 0 0 0 0 0 1 0 DAVID WAREN PRESIDENT AND CEO 210562 0 0 0 7734 0 0 0 22440 0 240736 0 0 0 PART I, LINE 1A THE PRESIDENT & CEO WILL BE COVERED BY MEMBERSHIPS TO TUMBLEBROOK COUNTRY CLUB AND TO THE MANDELL JEWISH COMMUNITY CENTER. THESE MEMBERSHIPS WILL BE HELD IN THE NAME OF THE FEDERATION BUT WILL PROVIDE THE PRESIDENT & CEO WITH THE PRIVILEGES AT THE CLUB AND CENTER. THE PRESIDENT & CEO USES THE PRIVILEGES FOR PROFESSIONAL PURPOSES ONLY. PART I, LINE 7 THE EXECUTIVE TEAM RECEIVED A BOARD APPROVED BONUS WHICH WAS INCLUDED IN THEIR W2. X 15 639756 FMV 0 0 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE WHO IS CHARGED BY THE BOARD TO REVIEW THE RETURN BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EVERY DIRECTOR SHALL ANNUALLY SUBMIT A CONFLICT OF INTEREST FORM TO DISCLOSE ANY DIRECT OR INDIRECT CONFLICT OF INTEREST. IF A CONFLICT APPEARS TO EXIST, THE CHAIR WITH THE CONSENT OF THE BOARD MAY WAIVE SUCH CONFLICT OR DETERMINE ITS RESOLUTION. THE RESOLUTION SHALL BE RECORDED IN THE MINUTES OF THE DECIDING BODY. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND TOP MANAGEMENT IS DETERMINED BY THE BOARD BASED ON RESEARCH AND ANALYSIS OF SIMILAR ORGANIZATIONS AND OTHER REGIONAL NON-PROFITS' COMPENSATION OF COMPARABLE EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST -17,364.