2025-11-13T15:19:46-06:00 2024-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 3001 SUMMER STREET 5TH FLOOR EAST STAMFORD CT 06905 990 2024-01-01 066068624 UJA FEDERATION OF GREENWICH INC UJAF 2035521818 ONE HOLLY HILL LANE GREENWICH CT 06830 PAMELA EHRENKRANZ CEO 2035521818 2025-11-13 1 1 EVA MRUK P00543254 2033232400 2025-11-12 2024 2025-03-06 01:10:19Z UJA - JCC OF GREENWICH INC PAMELA EHRENKRANZ ONE HOLLY HILL LANE GREENWICH CT 06830 7687290 0 X WWW.UJAJCC.ORG X 1955 CT PROVIDING FINANCIAL, CULTURAL AND EDUCATIONAL SUPPORT FOR LOCAL AND GLOBAL JEWISH COMMUNITY. 28 28 8 38 0 0 4301046 3788628 131239 266514 59740 179717 7302 25935 4499327 4260794 1523326 2968337 0 0 505542 530614 4075 0 179513 515340 591260 2548283 4090211 1951044 170583 5226277 5373369 641628 585237 4584649 4788132 X WE ENRICH, SUPPORT AND CONNECT JEWISH GREENWICH AND JEWISH COMMUNITIES IN ISRAEL AND WORLDWIDE WITH EXCEPTIONAL CULTURAL AND EDUCATIONAL PROGRAMS, ADVOCACY AND JEWISH PHILANTHROPY. 0 0 3734017 2968337 266514 WE ENRICH, SUPPORT AND CONNECT JEWISH GREENWICH AND JEWISH COMMUNITIES IN ISRAEL AND WORLDWIDE WITH EXCEPTIONAL CULTURAL AND EDUCATIONAL PROGRAMS, ADVOCACY AND JEWISH PHILANTHROPY.STRENGTHENING OUR LOCAL COMMUNITY (KEHILLAH)WE WELCOME AND CONNECT NEWCOMERS, ADVOCATE AT THE STATE LEVEL THROUGH JFACT, AND HIRED A REGIONAL SECURITYADVISOR IN LIGHT OF INCREASED ANTISEMITISM TO HELP STRENGTHEN JEWISH AGENCIES AND INSTITUTIONS IN GREENWICH.PROMOTING JEWISH CULTURE (L'DOR VADOR)WE HOST NATIONALLY ACCLAIMED AUTHORS, SPEAKERS AND SCHOLARS, HOST AN ANNUAL DAVIS FILM FESTIVAL HIGHLIGHTING FILM ON JEWISH THEMES, AND OTHER JEWISH IDEAS AND ARTS PROGRAMMING. FAMILIES WITH YOUNG CHILDREN RECEIVE PJ LIBRARY BOOKS AND ENJOY PJ LIBRARY PROGRAMMING THROUGHOUT THE YEAR!CARING FOR OUR COMMUNITY (TZEDAKAH)WE CARE FOR OTHERS THROUGH OUR SUPPORT OF LOCAL AND GLOBAL INSTITUTIONS WHO HELP THOSE IN NEED, PROVIDE JEWISH EDUCATION AND SHARE IN THE VALUE THAT ALL JEWS ARE RESPONSIBLE FOR ONE ANOTHER. 3734017 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 1 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 16 0 8 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 28 28 1 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X PAMELA EHRENKRANZ 2035521818 ONE HOLLY HILL LANE GREENWICH CT 06830 MICHAEL DELIKAT CO-CHAIR 2.00 X X 0 0 0 BRYANNA KALLMAN CO-CHAIR 2.00 X X 0 0 0 MARJORIE BLACK CO-PRESIDENT THRU SEPT 2024 2.00 X X 0 0 0 WALTER PRIMOFF CO-PRESIDENT 2.00 X X 0 0 0 CHRISTINE TOBACK CO-PRESIDENT 2.00 X X 0 0 0 RACHEL RIMSKY RUBIN WP PRESIDENT 2.00 X X 0 0 0 MARTIN FLASHNER TREASURER 2.00 X X 0 0 0 JANE BATKIN DIRECTOR 1.00 X 0 0 0 BRAN BERNI DIRECTOR THRU JAN 2024 1.00 X 0 0 0 STUART BERNI DIRECTOR 1.00 X 0 0 0 STEVEN BLACK DIRECTOR THRU SEPT 2024 1.00 X 0 0 0 REBECCA COOPER DIRECTOR 1.00 X 0 0 0 ELLEN DAVIS DIRECTOR 1.00 X 0 0 0 ALICE BARON DELIKAT DIRECTOR THRU JAN 2024 1.00 X 0 0 0 GEOFFREY ERICKSON DIRECTOR 1.00 X 0 0 0 ANDI FERN DIRECTOR 1.00 X 0 0 0 JOUI HESSEL DIRECTOR 1.00 X 0 0 0 ALEXANDRA HOCHMAN DIRECTOR THRU JUN 2024 1.00 X 0 0 0 SILVINA KNOLL DIRECTOR 1.00 X 0 0 0 ADAM LEADER DIRECTOR 1.00 X 0 0 0 SALLY MANN DIRECTOR 1.00 X 0 0 0 AMANDA MILLER DIRECTOR 1.00 X 0 0 0 BRIAN NEILINGER DIRECTOR THRU SEPT 2024 1.00 X 0 0 0 MICHELE NEUBERG DIRECTOR 1.00 X 0 0 0 JILL OBERLANDER DIRECTOR 1.00 X 0 0 0 YAEL ROSEN DIRECTOR 1.00 X 0 0 0 ELLEN SCHAPPS RICHMAN DIRECTOR 1.00 X 0 0 0 WENDY SCHREIBER DIRECTOR THRU JAN 2024 1.00 X 0 0 0 ZION SHOHET DIRECTOR 1.00 X 0 0 0 MAURA SMOTRICH DIRECTOR 1.00 X 0 0 0 REBECCA TIPERMAS DIRECTOR 1.00 X 0 0 0 JANE WEITZMAN DIRECTOR 1.00 X 0 0 0 ELLEN WOLFSON DIRECTOR 1.00 X 0 0 0 JORDAN YARETT DIRECTOR 1.00 X 0 0 0 RON ZATE DIRECTOR THRU JUN 2024 1.00 X 0 0 0 NANCY ZISSON DIRECTOR 1.00 X 0 0 0 PAMELA EHRENKRANZ EXECUTIVE DIRECTOR 35.00 X 207800 0 20549 207800 0 20549 1 0 1 0 0 24785 3763843 1018932 3788628 ADULT/YOUTH/FAMILIES 813410 266514 266514 266514 158000 158000 3412056 3390339 21717 21717 21717 39362 24785 36157 3205 3205 MISCELLANEOUS REVENUE 900099 11512 11512 COMMUNITY PROMOTION 900099 11218 11218 22730 4260794 266514 0 205652 2867837 2867837 100500 100500 228349 138206 33913 56230 247448 216073 17206 14169 19910 16883 1589 1438 34907 25204 4030 5673 68563 68563 766 766 9300 9300 45471 2190 6476 36805 25763 2577 23186 55481 28310 9889 17282 28487 17662 5697 5128 13856 8591 2771 2494 13167 10353 250 2564 36873 22861 7375 6637 21487 17190 1074 3223 PROGRAM SUPPLIES 246023 246023 REPAIRS AND MAINTENANCE 23579 14619 4716 4244 MISCELLANEOUS 2444 1515 489 440 4090211 3734017 176681 179513 1536463 544327 1790532 1338139 222351 193456 35506 10697 1576772 1002653 569937 574119 1071488 2712631 5226277 5373369 51828 19120 462145 331073 127655 235044 641628 585237 X 2064472 2549990 2520177 2238142 4584649 4788132 5226277 5373369 X 170583 35774 -2874 X X 0 1 X 1 0 X 2080728 1953314 3721978 4299246 3788628 15843894 2080728 1953314 3721978 4299246 3788628 15843894 6089264 9754630 8657 3289 45206 60820 158000 275972 0 1013 0 0 3205 4218 125660 135017 28086 7063 22730 318556 16442640 699832 0.59330 0.59090 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FACILITY REIMBURSEMENT - 2020 AMOUNT: $ 91,446. 2021 AMOUNT: $ 91,446. COMMUNITY PROMOTION - 2021 AMOUNT: $ 5,512. 2022 AMOUNT: $ 7,467. 2023 AMOUNT: $ 6,963. 2024 AMOUNT: $ 11,218. STEWARDSHIP - 2021 AMOUNT: $ 668. 2022 AMOUNT: $ 1,863. MISCELLANEOUS REVENUE - 2020 AMOUNT: $ 34,214. 2021 AMOUNT: $ 37,391. 2022 AMOUNT: $ 18,756. 2023 AMOUNT: $ 100. 2024 AMOUNT: $ 11,512. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 222505 34234 0 256739 197699 31806 7000 222505 231373 -26698 6976 197699 223382 19796 11805 231373 209506 27954 14078 223382 0.00000 0.70905 0.29095 0 0 300000 300000 1073875 861394 212481 136001 132259 3742 66896 9000 57896 574119 AGENCY LIABILITIES 235044 235044 X 4296568 35774 35774 4260794 0 4260794 4093085 2874 2874 4090211 0 4090211 PART X, LINE 2: THE FEDERATION EVALUATES ALL SIGNIFICANT TAX POSITIONS AS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. AS OF DECEMBER 31, 2024, THE FEDERATION DOES NOT BELIEVE THAT IT HAS TAKEN ANY POSITIONS THAT WOULD REQUIRE THE RECORDING OF ANY ADDITIONAL TAX LIABILITY NOR DOES IT BELIEVE THAT THERE ARE ANY UNREALIZED TAX BENEFITS THAT WOULD EITHER INCREASE OR DECREASE WITHIN THE TAX YEAR. PART XII, LINE 2D - OTHER ADJUSTMENTS: WRITE-OFF OF UNCOLLECTIBLE PLEDGE REPORTED ON PART XI 2,874. 1 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 88000 0 0 0 0 0 0 88000 0 88000 MIDDLE EAST AND NORTH AFRICA TO HELP FEED POOR PEOPLE 10000 CHECK 0 MIDDLE EAST AND NORTH AFRICA TO HELP FAMILIES WITH CHILDREN WITH DISABILITIES AND CHRONIC ILLNESS 10000 CHECK 0 MIDDLE EAST AND NORTH AFRICA TO PROVIDE AFTER SCHOOL PROGRAMS TO CHILDREN FROM DISADVANTAGED FAMILIES 10000 CHECK 0 MIDDLE EAST AND NORTH AFRICA TO SUPPORT SOCIAL AND GENDER CHALLENGES IN ISRAEL 15000 CHECK 0 MIDDLE EAST AND NORTH AFRICA TO PROVIDE TRAUMA HEALING AND THERAPEUTIC PROGRAMS FOR CHILDREN AFFECTED BY TERROR 18000 CHECK 0 MIDDLE EAST AND NORTH AFRICA TO HELP BUILD A BOMB SHELTER/SAFE ROOM FOR THE CHILDREN'S HOME IN AFULA 25000 CHECK 0 5 1 0 0 0 0 0 0 PART I, LINE 2: ALL GRANTEES SUBMIT TWO REPORTS EACH YEAR (A MID-YEAR AND A FINAL REPORT). THE REPORTS INCLUDE NARRATIVE, STATISTICAL, AND FINANCIAL COMPONENTS AND SERVE TO ENSURE THAT PROGRAMMATIC OBJECTIVES ARE APPROPRIATELY ATTAINED, AND THAT EXPENDITURES QUALIFY FOR REIMBURSEMENT. GALA BENEFIT 64147 24785 39362 5000 14276 16881 64147 24785 39362 5000 14276 16881 36157 3205 1 BBYO 529 14TH STREET NORTHWEST 705 WASHINGTON DC 20045 311794932 501(C)(3) 100000 0 SUPPORT FOR CHARITABLE, EDUCATIONAL, AND HUMANITARIAN INITIATIVES SERVING JEWISH COMMUNITIES IN THE U.S. AND/OR ISRAEL EMUNAH OF AMERICA PO BOX 841816 BOSTON MA 02284 132670365 501(C)(3) 10000 0 SUPPORT FOR CHARITABLE, EDUCATIONAL, AND HUMANITARIAN INITIATIVES SERVING JEWISH COMMUNITIES IN THE U.S. AND/OR ISRAEL FRIENDSHIP CIRCLE 566 NEWFIELD AVE 14 STAMFORD CT 06905 261093886 501(C)(3) 10000 0 SUPPORT FOR CHARITABLE, EDUCATIONAL, AND HUMANITARIAN INITIATIVES SERVING JEWISH COMMUNITIES IN THE U.S. AND/OR ISRAEL HILLEL - UCONN TRACHTEN-ZACHS HILLEL HOUSE 54 N EAGLEVILLE ROAD STORRS CT 06268 066071635 501(C)(3) 25000 0 SUPPORT FOR CHARITABLE, EDUCATIONAL, AND HUMANITARIAN INITIATIVES SERVING JEWISH COMMUNITIES IN THE U.S. AND/OR ISRAEL ICC - ISRAEL ON CAMPUS COALITION PO BOX 34640 WASHINGTON DC 20043 300664947 501(C)(3) 15000 0 SUPPORT FOR CHARITABLE, EDUCATIONAL, AND HUMANITARIAN INITIATIVES SERVING JEWISH COMMUNITIES IN THE U.S. AND/OR ISRAEL JDC 220 E 42ND ST STE 400 NEW YORK NY 10017 131656634 501(C)(3) 925633 0 SUPPORT FOR CHARITABLE, EDUCATIONAL, AND HUMANITARIAN INITIATIVES SERVING JEWISH COMMUNITIES IN THE U.S. AND/OR ISRAEL JEWISH FEDERATION OF NORTH AMERICA 25 BROADWAY STE 1700 NEW YORK NY 10004 131624240 501(C)(3) 50000 0 SUPPORT FOR CHARITABLE, EDUCATIONAL, AND HUMANITARIAN INITIATIVES SERVING JEWISH COMMUNITIES IN THE U.S. AND/OR ISRAEL JEWISH FEDERATION ASSOCIATION OF CONNECTICUT INC 40 WOODLAND ST HARTFORD CT 06105 066002641 501(C)(4) 25000 0 SUPPORT FOR CHARITABLE, EDUCATIONAL, AND HUMANITARIAN INITIATIVES SERVING JEWISH COMMUNITIES IN THE U.S. AND/OR ISRAEL MOZAIC SENIOR LIFE 4200 PARK AVENUE BRIDGEPORT CT 06604 060846991 501(C)(3) 10000 0 SUPPORT FOR CHARITABLE, EDUCATIONAL, AND HUMANITARIAN INITIATIVES SERVING JEWISH COMMUNITIES IN THE U.S. AND/OR ISRAEL SIXPOINT INC 4905 34TH STREET SUITE 412 ST PETERSBURG FL 33711 872476093 501(C)(3) 20000 0 SUPPORT FOR CHARITABLE, EDUCATIONAL, AND HUMANITARIAN INITIATIVES SERVING JEWISH COMMUNITIES IN THE U.S. AND/OR ISRAEL STAND WITH US 6505 WILSHIRE BLVD LOS ANGELES CA 90048 010566033 501(C)(3) 15000 0 SUPPORT FOR CHARITABLE, EDUCATIONAL, AND HUMANITARIAN INITIATIVES SERVING JEWISH COMMUNITIES IN THE U.S. AND/OR ISRAEL JEWISH FAMILY SERVICES 67 HOLLY HILL GREENWICH CT 06830 061073590 501(C)(3) 30000 0 SUPPORT FOR CHARITABLE, EDUCATIONAL, AND HUMANITARIAN INITIATIVES SERVING JEWISH COMMUNITIES IN THE U.S. AND/OR ISRAEL THE BI-CULTURAL HEBREW ACADEMY OF CONNECTICUT INCORPORATED 1937 W MAIN STREET STAMFORD CT 06902 060731793 501(C)(3) 50000 0 SUPPORT FOR CHARITABLE, EDUCATIONAL, AND HUMANITARIAN INITIATIVES SERVING JEWISH COMMUNITIES IN THE U.S. AND/OR ISRAEL 12 1 PART I, LINE 2: ALL ALLOCATIONS OF AVAILABLE FUNDS ARE RECOMMENDED BY THE ALLOCATION COMMITTEE OF THE BOARD OF DIRECTORS AND APPROVED BY THE ENTIRE BOARD OF DIRECTORS. LOCAL AGENCIES IN THE UNITED STATES SUBMIT REQUESTS TO UJA FOR ASSISTANCE. REPRESENTATIVES OF THESE ORGANIZATIONS IN ALL CASES APPEAR BEFORE THE COMMITTEE TO EXPLAIN THEIR MISSION AND SUBMIT A REQUEST, INCLUDING THEIR AUDITED FINANCIAL STATEMENTS, AND IN MANY CASES A MID-YEAR REPORT. X X 0 0 0 0 0 0 0 1 0 PAMELA EHRENKRANZ EXECUTIVE DIRECTOR 198000 0 9800 0 0 0 0 0 20549 0 228349 0 0 0 PART I, LINE 7 A DISCRETIONARY BONUS FOR THE EXECUTIVE DIRECTOR WAS APPROVED BY THE BOARD OF DIRECTORS. X 8 1018932 AVG. SELLING PRICE 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN PART I, COLUMN (B). FORM 990, PART VI, SECTION A, LINE 2 STUART BERNI, BOARD MEMBER & BRAN BERNI, BOARD MEMBER HAVE A FAMILY RELATIONSHIP. MICHAEL DELIKAT, BOARD MEMBER & ALICE DELIKAT, BOARD MEMBER HAVE A FAMILY RELATIONSHIP. MARJORIE BLACK, BOARD MEMBER & STEVEN BLACK, BOARD MEMBER HAVE A FAMILY RELATIONSHIP. ADAM LEADER, BOARD MEMBER & NANCY ZISSON, BOARD MEMBER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATED FINANCIAL MANAGEMENT AND BUSINESS ADVISORY DUTIES TO CITRIN COOPERMAN ADVISORS LLC. THE ORGANIZATION INCURRED $68,563 FOR THESE SERVICES IN 2024. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS A SINGLE CLASS OF VOTING MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S VOTING MEMBERS HAVE THE RIGHT TO ELECT THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE DECISION TO REMOVE DIRECTORS OF THE GOVERNING BODY IS RESERVED TO THE VOTING MEMBERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. AFTER THE FORM 990 HAS BEEN PREPARED, IT IS REVIEWED BY THE EXECUTIVE DIRECTOR AND IS ELECTRONICALLY SENT TO THE BOARD FOR APPROVAL. ONCE THE BOARD HAS APPROVED THE RETURN IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY IN PLACE WHICH IS MONITORED ANNUALLY. OFFICERS, KEY EMPLOYEES, AND BOARD MEMBERS ARE PROVIDED WITH A COPY OF THE POLICY ON AN ANNUAL BASIS. THEY SIGN THE POLICY CONFIRMING THEY DO NOT HAVE ANY CONFLICTS OF INTEREST OR DISCLOSE ANY POTENTIAL CONFLICTS. PRIOR TO BOARD ACTION ON A CONTRACT, TRANSACTION OR ARRANGEMENT INVOLVING A CONFLICT OF INTEREST, A BOARD MEMBER HAVING A CONFLICT OF INTEREST SHALL DISCLOSE ALL FACTS MATERIAL TO THE CONFLICT OF INTEREST. SUCH DISCLOSURE SHALL BE REFLECTED IN THE MINUTES OF THE MEETING. IF BOARD MEMBERS ARE AWARE THAT EMPLOYEES OR VOLUNTEERS HAVE A CONFLICT OF INTEREST, RELEVANT FACTS SHOULD BE DISCLOSED BY THE BOARD MEMBER OR BY THE INTERESTED PERSON HIM/HERSELF IF INVITED TO THE BOARD MEETING AS A GUEST FOR PURPOSES OF DISCLOSURE. A PERSON WHO HAS A CONFLICT OF INTEREST SHALL NOT PARTICIPATE IN OR BE PERMITTED TO HEAR THE BOARD'S DISCUSSION OF THE MATTER EXCEPT TO DISCLOSE MATERIAL FACTS AND TO RESPOND TO QUESTIONS. SUCH PERSON SHALL NOT ATTEMPT TO EXERT HIS OR HER PERSONAL INFLUENCE WITH RESPECT TO THE MATTER, EITHER AT OR OUTSIDE THE MEETING. FORM 990, PART VI, SECTION B, LINE 15A ANNUAL COMPENSATION FOR THE ORGANIZATION'S EXECUTIVE DIRECTOR WAS DETERMINED THROUGH THE USE OF A COMPENSATION SURVEY AND WAS APPROVED BY THE BOARD OF DIRECTORS. THE REVIEW AND APPROVAL IS DOCUMENTED IN THE BOARD MINUTES. THE PROCESS LAST OCCURED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS ALSO POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. FORM 990, PART XI, LINE 9: WRITE-OFF OF UNCOLLECTIBLE PLEDGE -2,874. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE FOR OVERSEEING THE AUDIT OF ITS FINANCIAL STATEMENTS AS WELL AS THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.