2025-11-17T12:31:26-06:00 2024-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC ONE BRADLEY ROAD BUILDING 600 WOODBRIDGE CT 06525 990 2024-09-01 060647025 THE JEWISH FEDERATION OF GREATER NEW HAVEN INC JEWI 2033872424 360 AMITY ROAD WOODBRIDGE CT 06525 MICHAEL FLORA CHIEF FINANCIAL OFFICER 2033872424 2025-11-16 1 1 JEFFREY A TEPLITZKY P00275166 2033870852 2025-11-16 2024 2025-03-06 01:10:19Z MICHAEL FLORA 360 AMITY ROAD WOODBRIDGE CT 06525 3670225 0 X WWW.JEWISHNEWHAVEN.ORG X 1948 CT TO COORDINATE PLANNING, PROGRAMMING AND FUNDRAISING FOR THE JEWISH COMMUNITY OF GREATER NEW HAVEN ,CONNECTICUT. 50 50 378 0 0 0 5512978 2433106 4688244 1130432 96492 34999 485435 70501 10783149 3669038 914986 25500 0 0 6119013 2243945 0 0 156721 3936240 1900364 10970239 4169809 -187090 -500771 18031370 19039067 2694128 3795533 15337242 15243534 X THE JEWISH FEDERATION OF GREATER NEW HAVEN, INC. IS THE CENTRAL PLANNING, FUND-RAISING AND COORDINATING BODY OF THE JEWISH COMMUNITY IN NEW HAVEN COUNTY,CONNECTICUT. THE JEWISH FEDERATION FUNDS A VARIETY OF CONSTITUENT AND BENEFICIARY AGENCIES. 0 0 1701212 0 1040801 THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO FUND PROGRAMS WHICH ALLOW THE RESIDENTS OF NEW HAVEN COUNTY,CONNECTICUT TO GROW SOCIALLY AND CULTURALLY. 968424 614022 TO OPERATE THE CENTER FOR JEWISH LIFE AND LEARNING WHICH ENCOMPASSES THE JEWISH TEEN EDUCATION PROGRAM FOR HIGH SCHOOL AGED KIDS, ADULT AND EDUCATION PROGRAMS, IN ADDITION TO VARIOUS OTHER PROGRAMS THAT SERVE THE COMMUNITY OF NEW HAVEN COUNTY,CONNECTICUT. 293568 25500 268068 TO PROVIDE ALLOCATIONS TO THE UNITED JEWISH COMMUNITIES, OTHER REGIONAL AGENCIES, NATIONAL AGENCIES AND OTHER MISCELLANEOUS RECIPIENTS. TO OPERATE A REFUGEE RESETTLEMENT PROGRAM, EDER LEADERSHIP INSTITUTE, JTE AND JCRC. 2963204 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 78 0 1 378 1 0 0 0 0 0 0 0 0 0 0 0 0 X 50 50 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X X MICHAEL FLORA 2033872424 360 AMITY ROAD WOODBRIDGE CT 06525 JEFFREY HOOS CHAIRMAN/PAST PRESIDENT 1.00 X X 0 0 0 GERALD B BARKER PRESIDENT 1.00 X X 0 0 0 DAVID HASS PRESIDENT ELECT 1.00 X X 0 0 0 PAUL PORTNOY CO-TREASURER 1.00 X X 0 0 0 JEFFREY M SKLARZ CO-TREASURER 1.00 X X 0 0 0 DANA SCHWARTZ SECRETARY 1.00 X X 0 0 0 JOSEF ADLER DIRECTOR 1.00 X 0 0 0 LINDA BELL DIRECTOR 1.00 X 0 0 0 ERIC BROWN DIRECTOR 1.00 X 0 0 0 LINDA CEDARBAUM DIRECTOR 1.00 X 0 0 0 NANCY COHEN DIRECTOR 1.00 X 0 0 0 DALIA COLEMAN DIRECTOR 1.00 X 0 0 0 JODY ELLANT DIRECTOR 1.00 X 0 0 0 BARRY ETRA DIRECTOR 1.00 X 0 0 0 RABBI MICHAEL FARBMAN DIRECTOR 1.00 X 0 0 0 STEVEN FLEISCHMAN DIRECTOR 1.00 X 0 0 0 GERALD GARCIA DIRECTOR 1.00 X 0 0 0 STEPHANIE GREEN DIRECTOR 1.00 X 0 0 0 ALVIN D GREENBERG DIRECTOR 1.00 X 0 0 0 RANDY HARRISON DIRECTOR 1.00 X 0 0 0 DONALD S HENDEL DIRECTOR 1.00 X 0 0 0 BETSY HOOS DIRECTOR 1.00 X 0 0 0 SCOTT HUROWITZ DIRECTOR 1.00 X 0 0 0 RABBI FRED HYMAN DIRECTOR 1.00 X 0 0 0 JOEL KARP DIRECTOR 1.00 X 0 0 0 MARVIN LENDER DIRECTOR 1.00 X 0 0 0 SAMI MERIT DIRECTOR 1.00 X 0 0 0 MATTHEW NEMERSON DIRECTOR 1.00 X 0 0 0 CYD OPPENHEIMER DIRECTOR 1.00 X 0 0 0 HAP PERKINS DIRECTOR 1.00 X 0 0 0 NORMAN RAVSKI DIRECTOR 1.00 X 0 0 0 MARCIA REITER DIRECTOR 1.00 X 0 0 0 CAROL ROBBINS DIRECTOR 1.00 X 0 0 0 STEPHEN L SALTZMAN DIRECTOR 1.00 X 0 0 0 EMILY SANDBERG DIRECTOR 1.00 X 0 0 0 DAVID R SCHAEFER DIRECTOR 1.00 X 0 0 0 DENA SCHULMAN-GREEN DIRECTOR 1.00 X 0 0 0 H WILLIAM SHURE DIRECTOR 1.00 X 0 0 0 INA SILVERMAN DIRECTOR 1.00 X 0 0 0 DAVID SIROWICH DIRECTOR 1.00 X 0 0 0 CRAIG SKLAR DIRECTOR 1.00 X 0 0 0 MARK G SKLARZ DIRECTOR 1.00 X 0 0 0 JUDY SKOLNICK DIRECTOR 1.00 X 0 0 0 JAY SOKOLOW DIRECTOR 1.00 X 0 0 0 ABI VAIL DIRECTOR 1.00 X 0 0 0 STEPHANIE WAIN DIRECTOR 1.00 X 0 0 0 MILTON B WALLACK DIRECTOR 1.00 X 0 0 0 EVAN WYNER DIRECTOR 1.00 X 0 0 0 LESLIE ZACKIN DIRECTOR 1.00 X 0 0 0 SCOTT COHEN JCC EXECUTIVE DIRECTOR 40.00 X 44275 0 0 GAYLE SLOSSBERG CEO 40.00 X 55803 0 0 MICHAEL FLORA CHIEF FINANCIAL OFFICER 40.00 X 35641 0 0 135719 0 0 0 0 0 0 0 739699 1693407 163382 2433106 TUITION FEES 900099 614022 614022 PROGRAM FEES 900099 450302 450302 ADMINISTRATION FEES 900099 66108 66108 1130432 9776 9776 16160 0 16160 16160 16160 25223 25223 25223 53947 1187 52760 52760 1581 1581 1581 3669038 1183192 0 52740 25500 25500 135719 109189 20961 5569 1898783 1527618 293257 77908 80810 65013 12481 3316 128633 103488 19867 5278 10520 10520 1122 1122 102774 40279 20298 42197 31839 30069 1662 108 72604 49130 23468 6 160718 156690 4028 6323 428 3191 2704 15924 15924 262534 262534 171748 150735 21013 REPAIRS AND MAINT. 375237 204395 169873 969 PROGRAM EXPENSES 294126 230361 45099 18666 COMMUNITY SUPPORT 135122 135122 0 0 ISREAL AND OVERSEAS PRO 126291 126291 0 0 133482 8896 124586 4169809 2963204 1049884 156721 3139736 2459550 1611820 1237886 196851 993192 85298 132141 26700045 15909041 10853301 10791004 2102859 3336192 41505 89102 18031370 19039067 1429718 986475 651284 979216 571430 831868 41696 997974 2694128 3795533 X 14096259 14253533 1240983 990001 15337242 15243534 18031370 19039067 X -500771 18656 388407 X 0 0 0 X 4945874 6628065 5190503 5512978 1693407 23970827 4945874 6628065 5190503 5512978 1693407 23970827 1493481 22477346 70146 28334 49851 285531 9776 443638 1581 1581 24416046 17155450 0.92060 0.81360 X PART II, SHORT YEAR EXPLANATION: THE ORGANIZATION CHANGED ITS ACCOUNTING YEAR FROM FISCAL YEAR ENDING 31ST AUGUST TO CALENDAR YEAR ENDING 31ST DECEMBER. AS A RESULT THIS COVERS A SHORT PERIOD FROM SEPTEMEBER 1, 2024 TO DECEMBER 31 ,2024. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 125820 9531 5096 130255 1939013 180275 16429 2102859 1975877 -22109 14755 1939013 1968980 -28631 -35528 1975877 1437419 56997 486944 12340 1968980 0.24332 0.59380 0.16286 0 0 1500000 1500000 13836724 10633595 3203129 8214757 2338096 5876661 2466567 2288646 177921 681997 648704 33293 10791004 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 3336192 F 3336192 PLEDGE EXCHANGE 908748 OPERATING LEASE LIABILITIES 89226 997974 X PART V, LINE 4: THE INDIVIDUAL CHARITABLE FUNDS HELD BY THE FEDERATION ARE MANAGED BY THE JEWISH FOUNDATION OF GREATER NEW HAVEN. FOR CALENDAR YEAR ENDED DECEMBER 31, 2024, ALL ENDOWMENT AND DONOR ADVISED FUNDS OWNED BY THE JEWISH FOUNDATION HAVE BEEN REPORTED ON THE TAX RETURN AND AUDITED FINANCIAL STATEMENTS OF THE JEWISH FOUNDATION. THE CHARITABLE FUNDS ARE ADMINISTERED IN ACCORDANCE WITH THE TERMS OF THE GIFT INSTRUMENTS CREATING THEM AND ACCORDING TO THE PROCEDURES FOR THE OPERATION OF ENDOWMENT FUNDS WHICH WAS ADOPTED BY THE JEWISH FOUNDATION. UNRESTRICTED COMMUNITY FUNDS ARE USED TO OPERATE THE JEWISH FOUNDATION AND ARE ALSO ALLOCATED, BY THE JEWISH FEDERATION'S PLANNING AND ALLOCATIONS COMMITTEE, TO EDUCATIONAL, RELIGIOUS AND SOCIAL SERVICE JEWISH AGENCIES AND ORGANIZATIONS IN GREATER NEW HAVEN. GRANTS FROM DONOR ADVISED FUNDS (WHICH CAN ONLY BE MADE TO 501(C)(3) PUBLIC CHARITIES WHICH ARE NOT SUPPORTING OR PRIVATE FOUNDATIONS) ARE MADE UPON THE RECOMMENDATION OF DONORS AND MUST BE VETTED AND APPROVED BY THE JEWISH FOUNDATION FOLLOWING THE PROCEDURES FOR OPERATION OF DONOR ADVISED FUNDS WHICH WERE ADOPTED BY THE JEWISH FOUNDATION OF THE JEWISH FEDERATION OF GREATER NEW HAVEN. TWICE EACH YEAR THE FOUNDATION DISTRIBUTES A LIST OF SELECTED FUNDING REQUESTS TO FUND ADVISORS OF DONOR ADVISED FUNDS THAT INCLUDES A BROAD RANGE OF CHARITABLE PROJECTS. THESE AND OTHER FUNDING IDEAS ARE MADE AVAILABLE ON THE FOUNDATION'S WEBSITE. DISTRIBUTIONS FROM DESIGNATED FUNDS ARE MADE TO CARRY OUT THE CHARITABLE INTENTIONS EXPRESSED BY THE DONORS AT THE TIME THE GIFTS ARE MADE. PART X, LINE 2: MANAGEMENT HAS ADOPTED THE PROVISIONS OF FASB ASC 740 INCOME TAXES, RELATING TO TAX UNCERTAINTIES. AT DECEMBER 31, 2024, THERE ARE NO UNCERTAIN TAX POSITIONS. THE FEDERATION WILL CONTINUE TO EVALUATE UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH THE STANDARDS. 1 JEWISH FEDERATION ASSOCIATION OF CONNECTICUT 40 WOODLAND STREET HARTFORD CT 06105 066002641 501(C)(3) 22000 0 CHARITABLE DISTRIBUTION 1 0 PART I, LINE 2: ALLOCATIONS PROCESS THE JEWISH FEDERATION OF GREATER NEW HAVEN ALLOCATES FUNDS ON A YEARLY BASIS TO OTHER RELATED AND NON RELATED NON-PROFIT ORGANIZATIONS THROUGH THE PLANNING AND ALLOCATIONS PROCESS. ELIGIBLE AGENCIES COMPLETE AN APPLICATION FOR FUNDING. THE AGENCY MUST DOCUMENT ITS MISSION, PROGRAMS AND NEED FOR FUNDING. EACH ORGANIZATION MUST SUBMIT ORGANIZATIONAL INFORMATION ABOUT ITS BOARD AND STAFF AND SUBMIT THEIR MOST RECENT FINANCIAL REPORTS AND MOST RECENTLY FILED FORM 990. THEY ALSO NEED TO REPORT ON THE USE OF FUNDS FROM THE PREVIOUS YEAR'S ALLOCATION AND DOCUMENT THEIR RESULTS. A COMMITTEE OF VOLUNTEERS, THE PLANNING & ALLOCATIONS COMMITTEE, REVIEWS APPLICATIONS, MEETS WITH AGENCY REPRESENTATIVES AND DECIDES ON THE DIVISION OF AVAILABLE FUNDS. THEIR RECOMMENDATION IS PRESENTED TO THE BOARD OF DIRECTORS OF THE FEDERATION WHERE IT IS SUBJECT TO QUESTIONS AND CHALLENGE. MAJORITY APPROVAL OF THE PLANNING & ALLOCATIONS COMMITTEE RECOMMENDATIONS IS REQUIRED BEFORE ANY FUNDS ARE DISTRIBUTED. ALLOCATIONS ARE REVIEWED QUARTLERY AND DISTRIBUTED AS NEEDED WITHIN THE QUARTER. X 10 163382 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CEO AND EXECUTIVE BOARD. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER AND EACH COMMITTEE MEMBER FILLS OUT A FORM AT THE BEGINNING OF EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE EVALUATIVE PROCESS OF THE CEO IS CONDUCTED ACCORDING TO THE FOLLOWING PROCEDURES: 1. CEO IS EVALUATED IN WRITING ON AN ANNUAL BASIS, AND HAS AN OPPORTUNITY FOR INPUT INTO THE EVALUATION PROCESS. 2. THE CEO AND THE PRESIDENT, IN CONSULTATION WITH THE EXECUTIVE COMMITTEE JOINTLY PREPARES A SET OF ANNUAL OBJECTIVES, WITH ACCOMPANYING PERFORMANCE CRITERIA. 3. AFTER CONSULTATION WITH THE PERSONNEL COMMITTEE CHAIRMAN, THE PRESIDENT PREPARES A WRITTEN EVALUATION OF THE CEO PERFORMANCE, WITH REFERENCE TO THE OBJECTIVES SET FOR THAT YEAR. 4. THE CEO HAS THE OPPORTUNITY TO MEET WITH THE PRESIDENT AND PERSONNEL COMMITTEE CHAIRMAN TO RESPOND TO AND SIGN THE WRITTEN DOCUMENT. HIS/HER RESPONSE IS SHARED WITH THE EXECUTIVE COMMITTEE. IF THERE IS A DISAGREEMENT WHICH CANNOT BE RESOLVED, IT IS BROUGHT TO EITHER THE PERSONNEL COMMITTEE OR A PRESIDENTIAL APPOINTED AD HOC COMMITTEE FOR MEDIATION. THE RESOLUTION IS SHARED WITH THE EXECUTIVE COMMITTEE FOR FINAL APPROVAL. 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. FORM 990, PART XI, LINE 9: ADJ RECONCILIATATION SHORT YEAR CHANGE FROM 8/31 FISCAL TO CALENDAR 12/31 388,407.