2024-09-24T15:40:43-05:00 2023-12-31 141555429 UHY ADVISORS NORTHEAST INC 4 TOWER PLACE EXECUTIVE PARK 7TH FLOOR ALBANY NY 12203 990 2023-01-01 222805163 UNITED JEWISH FEDERATION OF NORTHEASTERN NEW YORK INC UNIT 5187837800 184 WASHINGTON AVENUE EXT ALBANY NY 122035306 ROBERT KOVACH PRESIDENT 5187837800 2024-09-24 1 0 F MICHAEL ZOVISTOSKI P00547760 5184493166 2024-09-24 2023 2024-08-08 14:25:15Z JEFFREY HANDELMAN 184 WASHINGTON AVENUE EXT ALBANY NY 122035306 11347296 0 X WWW.JEWISHFEDNY.ORG X 1986 NY SEE PAGE 2, PART III, ITEM 1 FOR ORGANIZATION'S MISSION. 44 44 16 500 0 0 2683567 5194780 0 0 -1627908 634022 370231 513279 1425890 6342081 2163758 3402004 0 0 1511012 1490524 0 0 423748 636376 765403 4311146 5657931 -2885256 684150 30844573 34134835 2884763 2881945 27959810 31252890 TO BUILD / MAINTAIN A STRONG AND UNITED JEWISH COMMUNITY IN ORDER TO ENSURE THE CONTINUITY OF THE JEWISH PEOPLE. THE FEDERATION IS THE CENTRAL AGENCY FOR MEETING JEWISH NEEDS AND ARTICULATING JEWISH CONCERNS IN THE CAPITAL REGION, IN ISRAEL, AND NATIONALLY. 0 0 4891462 3402004 THE FEDERATION FULFILLS ITS MISSION BY:>> PROVIDING FINANCIAL RESOURCES TO HELP MEET COMMUNITY NEEDS, LOCALLY, NATIONALLY, IN ISRAEL, AND AROUND THE WORLD (SEE SCHEDULE I FOR MORE DETAILED INFORMATION)>> SUPPLYING EDUCATIONAL RESOURCES FOR CHILDREN AND ADULTS, EDUCATORS AND FAMILIES>> WORKING WITH THE MEDIA, POLICY-MAKERS, AND OTHER OPINION-SHAPERS ON BEHALF OF VARIOUS COMMUNITY CONSTITUENCIES>> KEEPING THE COMMUNITY INFORMED ABOUT RELEVANT CURRENT ISSUES>> CHANGING LIVES AND GIVING PEOPLE THE OPPORTUNITY FOR NEW EXPERIENCES THROUGH PROGRAMS AND SERVICES 4891462 1 1 0 0 0 1 0 0 0 1 1 1 0 1 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 22 0 1 16 1 0 0 0 0 0 0 0 0 0 0 X 44 44 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X X THE ORGANIZATION 5187837800 184 WASHINGTON AVENUE EXT ALBANY NY 12203 JEFFREY HANDELMAN BOARD CHAIR 10.00 X X 0 0 0 MINDY HOLLAND CHAIR-ELECT 5.00 X X 0 0 0 JILL GOODMAN VICE CHAIR 2.00 X X 0 0 0 DOUGLAS GOLDMAN VICE CHAIR 2.00 X X 0 0 0 JESSICA HAUSLER VICE CHAIR 2.00 X X 0 0 0 EDWARD WLADIS TREASURER 2.00 X X 0 0 0 ERIK LUSTGARTEN SECRETARY & DIRECTOR 2.00 X X 0 0 0 DAVID MORRISON ASSISTANT TREASURER 2.00 X X 0 0 0 PHYLLIS A WANG IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 ROBERT FINKLE SECOND IMMEDIATE PAST CHAI 1.00 X X 0 0 0 JOY DAVIDOFF DIRECTOR 1.00 X 0 0 0 RICHARD DOLINS DIRECTOR 1.00 X 0 0 0 ROBERT DORKIN DIRECTOR 1.00 X 0 0 0 MARC EHRLICH DIRECTOR 1.00 X 0 0 0 ILENE FRIEDMAN DIRECTOR 1.00 X 0 0 0 LEV GINSBURG DIRECTOR 1.00 X 0 0 0 CHERYL HOFFMANN DIRECTOR 1.00 X 0 0 0 JESSE HOLLAND DIRECTOR 1.00 X 0 0 0 EDWARD JACOBS DIRECTOR 1.00 X 0 0 0 STEPHEN JUSTA DIRECTOR 1.00 X 0 0 0 STEVEN KAMENIR DIRECTOR 1.00 X 0 0 0 RABBI ROBERT KASMAN DIRECTOR 1.00 X 0 0 0 STEPHEN KRAKOWER DIRECTOR 1.00 X 0 0 0 BETTE KRAUT DIRECTOR 1.00 X 0 0 0 MARK LEVINE DIRECTOR 1.00 X 0 0 0 PAULA METZNER DIRECTOR 1.00 X 0 0 0 ABBY NASH DIRECTOR 1.00 X 0 0 0 LOUIS-JACK POZNER DIRECTOR 1.00 X 0 0 0 RONA J POZNER DIRECTOR 1.00 X 0 0 0 LEE ROSEN DIRECTOR 1.00 X 0 0 0 JONATHAN ROSENBLUM DIRECTOR 1.00 X 0 0 0 BJ ROSENFELD DIRECTOR 1.00 X 0 0 0 BRUCE ROTOR DIRECTOR 1.00 X 0 0 0 JOSHUA SABO DIRECTOR 1.00 X 0 0 0 GAIL SACCO DIRECTOR 1.00 X 0 0 0 PINCHAS SHABAT DIRECTOR 1.00 X 0 0 0 MALCOLM SHERMAN DIRECTOR 1.00 X 0 0 0 ROBIN SOLOMON DIRECTOR 1.00 X 0 0 0 JEROME SYKES DIRECTOR 1.00 X 0 0 0 SHARON WATKINS-FOX DIRECTOR 1.00 X 0 0 0 DANIEL WEINBERG DIRECTOR 1.00 X 0 0 0 GARY WEISKOPF DIRECTOR 1.00 X 0 0 0 IRA ZACKON DIRECTOR 1.00 X 0 0 0 DEBORAH ZAMER DIRECTOR 1.00 X 0 0 0 ROBERT KOVACH PRESIDENT / CEO 40.00 X 205702 0 20570 DEBORAH CHAPMAN DIRECTOR OF PLANNED GIVING 40.00 X 109236 0 10924 KARILYN B GOODKIN DIRECTOR OF COMMUNITY ENGA 40.00 X 115236 0 11524 ROCHELLE SHAPIRO DIRECTOR OF COMMUNITY RELA 40.00 X 102064 0 10559 532238 0 53577 4 0 1 0 0 5194780 674195 5194780 528476 528476 5110761 5005215 105546 105546 105546 SPONSORSHIPS / EVENTS / OTHER 900099 513279 513279 513279 6342081 1041755 0 105546 3402004 3402004 1247044 798108 187057 261879 243480 155827 36522 51131 59701 59701 71501 45761 10725 15015 17558 1756 15802 159013 101769 23852 33392 5327 3075 2252 16055 6640 7084 2331 91375 58480 13706 19189 58289 23471 34818 EVENT EXPENSES 216402 192094 240 24068 MARKETING 23175 14832 3476 4867 PRINTING / POSTAGE 22991 16009 2925 4057 TELEPHONE 16141 10330 2421 3390 7875 1605 4093 2177 5657931 4891462 342721 423748 966905 1302472 472669 337629 91252 229900 1099682 1226897 2843170 1808234 1115913 1034936 21175771 24007074 3952511 4045990 1969870 1949937 30844573 34134835 189721 176366 2695042 2705579 2884763 2881945 X 5296795 5665779 22663015 25587111 27959810 31252890 30844573 34134835 684150 2608930 0 X X 0 1 X 1 0 X 3879739 3193088 4627595 2683567 5194780 19578769 3879739 3193088 4627595 2683567 5194780 19578769 19578769 498309 452106 450606 415760 528476 2345257 21924026 2279483 0.89300 0.89310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 44 472595 532439 3143053 1 1 0 13616881 518040 14134921 13446881 170000 13616881 12903783 543098 13446881 12251039 652744 12903783 11798790 452249 12251039 1.00000 1 0 2174138 2174138 669032 669032 1808234 -1808234 1034936 730990 F STATE OF ISRAEL BONDS 3315000 F 4045990 RIGHT-OF-USE LEASE ASSET 1949937 1949937 OTHER LIABILITIES 103555 LEASE LIABILITY 2602024 2705579 X 8951011 2608930 2608930 6342081 0 6342081 5657931 0 5657931 0 5657931 PART V, LINE 4: THE INCOME FROM FEDERATION'S ENDOWMENT FUNDS ARE INTENDED TO BE USED TO PROVIDE GRANTS AND PROGRAM ALLOCATIONS TO VARIOUS ORGANIZATIONS. PART X, LINE 2: THE FEDERATION FOLLOWS GUIDANCE ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD REGARDING ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THIS GUIDANCE REQUIRES AN ASSESSMENT OF THE LIKELIHOOD OF A TAX POSITION BEING SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES AND PRESCRIBES THE MINIMUM RECOGNITION LEVEL. THIS GUIDANCE HAS NO IMPACT UPON THE FEDERATION'S FINANCIAL POSITION OR RESULTS OF OPERATIONS. THE FEDERATION BELIEVES THAT THERE ARE NO TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD SIGNIFICANTLY INCREASE OR DECREASE UNRECOGNIZED TAX OBLIGATIONS WITHIN 12 MONTHS OF THE REPORTING DATE. NONE OF THE FEDERATION'S FEDERAL OR STATE INCOME TAX RETURNS IS CURRENTLY UNDER EXAMINATION BY THE INTERNAL REVENUE SERVICE OR STATE AUTHORITIES. 1 THE GOOD PEOPLE FUND 384 WYOMING AVE MILLBURN NJ 07041 261887249 501(C)3 10180 0 UJF PROGRAM GRANT OF $5,000; (DAF GRANT OF $5,180) TEMPLE SINAI 509 BROADWAY PO BOX 1045 SARATOGA SPRINGS NY 12866 141670987 501(C)3 23674 0 UJF PROGRAM SERVICE GRANT OF $21,174; (UJF L & L GRANT OF $2,500) TEMPLE ISRAEL 600 NEW SCOTLAND AVE ALBANY NY 12208 141373024 501(C)3 38060 0 UJF PROGRAM SERVICE GRANT OF $30,560; (DAF GRANT OF $7,500) SIDNEY ALBERT ALBANY JEWISH COMMUNITY CENTER 340 WHITEHALL RD ALBANY NY 12208 141364462 501(C)3 86559 0 UJF PROGRAM SERVICE GRANT OF $84,699; (DAF GRANT OF $1,860) SCHENECTADY JEWISH COMMUNITY CENTER 2565 BALLTOWN RD NISKAYUNA NY 12309 141343041 501(C)3 87442 0 UJF PROGRAM SERVICE GRANT OF $87,062; (DAF GRANT OF $250); UJF L&L GRANT OF $130 MIFGASH JEWISH COMMUNITY HIGH SCHOOL PO BOX 8916 ALBANY NY 12208 262868502 501(C)3 9690 0 UJF PROGRAM SERVICE GRANT OF $9,590; (DAF GRANT OF $100) MAIMONIDES HEBREW DAY SCHOOL 404 PARTRIDGE ST ALBANY NY 12208 222318286 501(C)3 45531 0 UJF PROGRAM SERVICE GRANT OF $30,531; (DAF GRANT OF $15,000) JEWISH NATIONAL FUND 42 EAST 69TH STREET NEW YORK NY 10021 131659627 501(C)3 16860 0 DAF GRANT OF $16,860 JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501(C)3 1799012 0 UJF PROGRAM SERVICE GRANT JEWISH FAMILY SERVICES 184 WASHINGTON AVE EXT ALBANY NY 12203 141338308 501(C)3 164737 0 UJF PROGRAM SERVICE GRANT OF $156,887; (DAF GRANT OF $7,850) HILLEL FOUNDATION ONE UNIVERSITY DR ALBANY NY 12222 522238644 501(C)3 67379 0 UJF PROGRAM SERVICE GRANT OF $66,779; (DAF GRANT OF $600) HEBREW ACADEMY OF THE CAPITAL DISTRICT 54 SAND CREEK RD ALBANY NY 12205 141470222 501(C)3 209545 0 UJF PROGRAM SERVICE GRANT OF $170,669; (DAF GRANT OF $36,376); UJF L&L GRANT OF $2,500 DAUGHTERS OF SARAH JEWISH FOUNDATION INC 180 WASHINGTON AVENUE EXT ALBANY NY 12203 141344803 501(C)3 62508 0 UJF PROGRAM SERVICE GRANT OF $58,858; (DAF GRANT OF $3,650) CONGREGATION SHAARA TFILLE 84 WEIBEL AVE SARATOGA SPRINGS NY 12866 141355917 501(C)3 6798 0 UJF PROGRAM SERVICE GRANT OF $6,248; (DAF GRANT OF $550) CONGREGATION BETH EMETH 100 ACADEMY ROAD ALBANY NY 12208 141338377 501(C)3 25048 0 UJF PROGRAM SERVICE GRANT OF $7,000; (DAF GRANT OF $15,548); UJF L&L GRANT OF $2,500 CONGREGATION OHAV SHALOM 113 KRUMKILL ROAD ALBANY NY 12208 141443068 501(C)3 5204 0 UJF PROGRAM SERVICE GRANT OF $2,200; (DAF GRANT OF $504); UJF L&L GRANT OF $250 CONGREGATION BETH ABRAHAM-JACOB 380 WHITEHALL RD ALBANY NY 12208 141563084 501(C)3 85160 0 UJF PROGRAM SERVICE GRANT OF $76,530; (DAF GRANT OF $8,630) CONGREGATION AGUDAT ACHIM 2117 UNION STREET SCHENECTADY NY 12309 141419493 501(C)3 5204 0 UJF PROGRAM SERVICE GRANT OF $2,200; (DAF GRANT OF $3,004) CONGREGATION GATES OF HEAVEN 852 ASHMORE AVENUE SCHENECTADY NY 12309 141471473 501(C)3 5720 0 UJF PROGRAM SERVICE GRANT OF $2,185; (DAF GRANT OF $1,035); UJF L&L GRANT OF $2,500 SHABBOS HOUSE - CHABAD CENTER 320 FULLER ROAD ALBANY NY 12203 237438519 501(C)3 11218 0 UJF PROGRAM SERVICE GRANT OF $7,290; (DAF GRANT OF $3,928) AMERICAN FRIENDS OF LEKET ISRAEL PO BOX 2090 TEANECK NJ 07666 208202424 501(C)3 10000 0 UJF PROGRAM SERVICE GRANT JEWISH FAMILY SERVICE OF ULSTER COUNTY 280 WALL STREET KINGSTON NY 12401 300309286 501(C)3 8000 0 UJF DONOR ADVISED FUNDS JEWISH FEDERATION OF ULSTER COUNTY 390 AARON CT KINGSTON NY 12401 141374486 501(C)3 8000 0 UJF DONOR ADVISED FUNDS NEW YORK LEAGUE OF CONSERVATION VOTERS EDUCATION FUND INC 30 BROAD STREET NEW YORK NY 10004 133727122 501(C)3 10000 0 UJF DONOR ADVISED FUNDS BETHLEHEM CHABAD 393 DELAWARE AVENUE DELMAR NY 12054 453828519 501(C)3 5860 0 UJF PROGRAM SERVICE GRANT OF $5,500; (DAF GRANT OF $360) VAAD HAKASHRUTH OF THE CAPITAL DISTRICT 16 MARWOOD ST ALBANY NY 12209 141364695 501(C)3 14850 0 UJF PROGRAM SERVICE GRANT OF $14,750; (DAF GRANT OF $100) COMMUNITY LOAN FUND OF THE CAPITAL REGION INC 255 ORANGE ST ALBANY NY 12210 222706505 501(C)3 10000 0 UJF DONOR ADVISED FUNDS GOOD SHEPHARD FOOD BANK PO BOX 1807 AUBURN ME 04211 222986809 501(C)3 10000 0 UJF DONOR ADVISED FUNDS HOLOCAUST SURVIVORS & FRIENDS EDUCATION CENTER 184 WASHINGTON AVE EXT ALBANY NY 12203 222708051 501(C)3 7695 0 UJF PROGRAM SERVICE GRANT OF $7,195; (DAF GRANT OF $500) 31 0 PART I, LINE 2: THE FEDERATION MAINTAINS PROCEDURES FOR THE CONTINUING OVERSIGHT, MONITORING, AND UTILIZATION OF ITS GRANT AND PROGRAM SERVICE FUNDING. SUCH OVERSIGHT INCLUDES DIRECT REPORTING AND ACCOUNTABILTY BY GRANTEES, MANAGEMENT OVERSIGHT, AND BOARD COMMITTEE OVERSIGHT. SCHEDULE I GRANT REPORTING: GRANTS AND OTHER ASSISTANCE REPORTED UNDER SCHEDULE I, PART II INCLUDE BOTH MISSION RELATED ALLOCATIONS TO BENEFICIARY AGENCIES AUTHORIZED BY FEDERATION'S BOARD AND CERTAIN DONOR DIRECTED DISBURSEMENTS FROM FEDERATION MANAGED DONOR ADVISED FUNDS: >> FEDERATION MISSION RELATED GRANTS IN THE AMOUNT OF $5,000 AND OVER ARE IDENTIFIED AS SUCH UNDER SCHEDULE I, PART II, COLUMN H WITH THE WORDS 'UJF PROGRAM SERVICE GRANT'. CERTAIN OTHER UJF GRANTS ARE IDENTIFIED AS UJF LIFE AND LEGACY (L & L) GRANTS. >> DONOR DIRECTED DISBUSEMENTS IN THE AMOUNT OF $5,000 AND OVER ARE IDENTIFIED AS SUCH UNDER SCHEDULE I, PART II, COLUMN H WITH THE WORDS 'DONOR ADVISED FUND (DAF) GRANT'. IN ADDITION, CERTAIN GRANTS LISTED UNDER SCHEDULE I ARE REPORTED ON THE CASH BASIS, WHILE TOTAL GRANT EXPENSES LISTED UNDER FORM 990, PART IX ARE REPORTED ON THE ACCRUAL BASIS. AS A RESULT, CERTAIN PRIOR YEAR DEFERRED GRANTS PAID IN THE CURRENT YEAR ARE DETAILED UNDER SCHEDULE I, BUT MAY NOT BE INCLUDED IN THE TOTALS UNDER FORM 990, PART IX. X X X X X 0 0 0 0 0 0 0 0 0 ROBERT KOVACH PRESIDENT / CEO 205702 0 0 0 0 0 20570 0 0 0 226272 0 0 0 X 44 674195 FAIR MARKET VALUE 0 1 0 PART I, LINE 32B: THE FEDERATION HAS ESTABLISHED A REAL ESTATE COMMITTEE TO SOLICIT AND REVIEW ALL TRANSFERS OF REAL ESTATE OR INTERESTS IN REAL ESTATE. THE COMMITTEE ADVISES THE BOARD OF GOVERNORS OF THE ENDOWMENT FUND AND BOARD OF DIRECTORS OF THE FEDERATION WITH RESPECT TO THE DONATION, MANAGEMENT, SALE OR DISPOSITION OF SUCH REAL ESTATE. FORM 990, PART VI, SECTION A, LINE 2 NO KEY EMPLOYEE OR HIGHLY COMPENSATED EMPLOYEES ARE RELATED TO EACH OTHER THROUGH FAMILY OR BUSINESS RELATIONSHIPS. AT TIMES, HOWEVER, CERTAIN DIRECTORS MAY SHARE FAMILY OR BUSINESS RELATIONSHIPS WITH EITHER THE FEDERATION OR EACH OTHER. THESE RELATIONSHIPS EXIST IN THE NORMAL COURSE, WITH FULL BOARD DISCLOSURE, BUT WITHOUT EITHER CONTROL, OR DIRECT OR INDIRECT INFLUENCE, ON THE PART OF THESE INDIVIDUALS. FORM 990, PART VI, SECTION A, LINE 6 THE FEDERATION CONSTRUES ALL CONTRIBUTORS TO BE MEMBERS (SEE PAGE 6, PART VI, LINE 7A). FORM 990, PART VI, SECTION A, LINE 7A THE FEDERATION'S MEMBERS ELECT, ON AN ANNUAL BASIS, THE GOVERNING BOARD OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO THE BY-LAWS OF THE FEDERATION REQUIRES APPROVAL OF THE MEMBERS OF THE FEDERATION. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARER/CPA REVIEWS A DRAFT COPY OF FORM 990 WITH THE FEDERATION'S AUDIT COMMITTEE. SUBSEQUENTLY, BUT PRIOR TO FILING, THE DRAFT COPY OF FORM 990 IS DISTRIBUTED TO, AND REVIEWED WITH, FEDERATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE FEDERATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY THROUGH A REQUIREMENT FOR CONTINUING BOARD MEMBER DISCLOSURE AND THROUGH PERIODIC CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRES. FORM 990, PART VI, SECTION B, LINE 15 THE FEDERATION'S PROCESS FOR DETERMINING COMPENSATION FOR ITS KEY EMPLOYEE (ITS PRESIDENT / CEO) INCLUDES REVIEW AND APPROVAL BY INDEPENDENT DIRECTORS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DECISION. MORE SPECIFICALLY, THE KEY EMPLOYEE IS PROVIDED AN EMPLOYMENT CONTRACT WHICH IS NEGOTIATED EVERY 3-5 YEARS. ON AN ANNUAL BASIS, THE BOARD CHAIR APPOINTS A SUB-COMMITTEE OF THE BOARD TO EVALUATE THE KEY EMPLOYEE'S PERFORMANCE AND, WHEN APPLICABLE, NEGOTIATE CONTRACT TERMS UTILIZING, AMONG OTHER SOURCES, SALARY AVERAGES OF EMPLOYEES WITH SIMILAR POSITIONS IN OTHER COMMUNITIES, AS WELL AS LOCAL SALARY AVERAGES OF SIMILAR POSITIONS AT OTHER NOT-FOR-PROFIT ORGANIZATIONS. THE PRESIDENT / CEO RECOMMENDS SALARY ADJUSTMENTS FOR ALL OTHER STAFF POSITIONS TO A SALARY REVIEW SUB-COMMITTEE OF THE FINANCE COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND AS REQUIRED UNDER APPLICABLE LAW. > > > > > FORM 990, PART IV, LINE 12A THE OVERSIGHT AND SELECTION PROCESS WITH RESPECT TO THE ANNUAL AUDIT OF THE FINANCIAL STATEMENTS AND THE APPOINTMENT OF THE INDEPENDENT AUDITORS REST WITH THE AUDIT COMMITTEE AND THE BOARD ASSISTANT TREASURER.