2022-03-29T09:09:32-05:00 2021-06-30 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2020-07-01 060655482 JEWISH FEDERATION OF GREATER HARTFORD JEWI 8602324483 333 BLOOMFIELD AVENUE WEST HARTFORD CT 06117 DAVID WAREN PRESIDENT & CEO 8602324483 2022-01-27 1 DAVID WAREN 999009999 PAUL BALLASY P00852868 9592007000 2022-01-26 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DAVID WAREN 333 BLOOMFIELD AVENUE WEST HARTFORD CT 06117 7386122 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. 26 25 34 550 0 0 5779659 7152789 148599 229554 21669 3779 0 0 5949927 7386122 3179669 3137040 0 0 1759108 1865595 0 0 485797 995977 1076439 5934754 6079074 15173 1307048 9326093 10483669 3019293 2861738 6306800 7621931 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 5299265 3137040 229554 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. 5299265 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 47 0 1 34 1 0 0 0 0 0 0 0 0 0 0 0 0 X 26 25 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X CHERYL WOLMER 8602324483 333 BLOOMFIELD AVENUE WEST HARTFORD CT 06117 ALAN PARKER DIRECTOR 0.50 X 0 0 0 ANN BAIDACK PAVA DIRECTOR 0.50 X 0 0 0 ANNE MARTHA PITEGOFF TREASURER 4.00 X X 0 0 0 BENJAMIN ADLER DIRECTOR 0.50 X 0 0 0 BRUCE GOLDSMITH DIRECTOR 0.50 X 0 0 0 CAROLYN GITLIN CHAIR OF THE BOARD 6.00 X X 0 0 0 CARY LAKENBACH CHAIR EMERITUS 3.00 X X 0 0 0 CYRAL SHELDON ASSISTANT SECRETARY 1.00 X X 0 0 0 DANA KELLER VICE CHAIR 5.00 X X 0 0 0 DAVID BRANDWEIN DIRECTOR 0.50 X 0 0 0 DAVID ROSENTHAL VICE CHAIR 3.00 X X 0 0 0 DAVID WAREN PRESIDENT AND CEO 40.00 X X 197316 0 25739 ERIC M ZACHS DIRECTOR 3.00 X 0 0 0 GARRETT FISHMAN DIRECTOR 0.50 X 0 0 0 GARY STARR VICE CHAIR 1.00 X X 0 0 0 GAYLE TEMKIN DIRECTOR 0.50 X 0 0 0 GREG PATCHEN OUTGOING DIRECTOR 0.50 X 0 0 0 JONATHAN HOFFMAN OUTGOING DIRECTOR 0.50 X 0 0 0 JUDY SCHLOSSBERG VICE CHAIR 4.00 X X 0 0 0 KATHY FISHMAN OUTGOING DIRECTOR 0.50 X 0 0 0 LEIGH NEWMAN OUTGOING 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 RICHARD RUBENSTEIN OUTGOING DIRECTOR 0.50 X 0 0 0 RISA FILKOFF DIRECTOR 0.50 X 0 0 0 ROBERT STILLMAN ASSISTANT TREASURER 1.00 X X 0 0 0 RONA GOLLOB OUTGOING DIRECTOR 0.50 X 0 0 0 RONALD CIPRIANO DIRECTOR 0.50 X 0 0 0 STEPHEN RABB DIRECTOR 0.50 X 0 0 0 THEODORE ZABLOTSKY SECRETARY 0.50 X X 0 0 0 TRACY TABACK DIRECTOR 0.50 X 0 0 0 CHERYL WOLMER VP AND CFO 40.00 X 96511 0 23607 LAURA ZIMMERMAN SENIOR VICE PRESIDENT 40.00 X 119786 0 6364 413613 0 55710 5 0 1 0 UNITED STATES CEMETERY SERVICES 309 PAINE ROAD NEWINGTON CT 06111 CEMETERY MAINTENANCE 122096 1 321918 6830871 960328 7152789 LEADERS EDUCATION ENGA 611710 148291 148291 CHILDREN'S READING PAR 611710 81263 81263 229554 3779 3779 7386122 229554 0 3779 3137040 3137040 383559 129278 105395 148886 1186802 1053424 85703 47675 29811 27275 2096 440 153581 131833 13125 8623 111842 83487 14826 13529 38311 38311 30367 22775 7592 42742 18569 1051 23122 154958 111673 9619 33666 6361 3353 14 2994 255046 163229 20404 71413 20846 13341 1668 5837 PROGRAM EXPENSES 213130 213130 DIRECT CAMPAIGN EXPENSE 191228 95614 95614 BAD DEBTS 76944 76944 DATA PROCESSING 34844 11499 1742 21603 11662 6801 58 4803 6079074 5299265 294012 485797 X 625 625 3124170 3912613 1945804 2539924 94074 163591 8000975 4401933 3813428 3599042 5204 7402 500 342288 260472 9326093 10483669 275828 283396 2308004 2521478 421420 38950 14041 17914 3019293 2861738 X 5566155 5858836 740645 1763095 6306800 7621931 9326093 10483669 X 1307048 8083 X X 0 1 X 1 0 X 4996526 4586329 5100496 5779659 7152789 27615799 4996526 4586329 5100496 5779659 7152789 27615799 1358490 26257309 3287 11193 30170 21669 3779 70098 28418 6563 2906 37887 27723784 939471 0.94710 0.90300 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2016 AMOUNT: $ 28,418. 2017 AMOUNT: $ 6,563. 2018 AMOUNT: $ 2,906. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7232618 3913068 3319550 768357 488865 279492 3599042 LIABILITY UNDER CRT 2299 DEFERRED COMPENSATION LIABILITY 15615 17914 X 7394205 8083 8083 7386122 0 7386122 6002130 0 6002130 76944 76944 6079074 PART X, LINE 2: THE FEDERATION HAS NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2021 AND 2020. THE FEDERATION'S U.S. FEDERAL INFORMATION AND STATE RETURNS PRIOR TO FISCAL YEAR 2018 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAWS AND NEW AUTHORITATIVE RULINGS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CHARITABLE REMAINDER TRUST 8,083. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBTS 76,944. 1 ANTI DEFAMATION LEAGUE 131818723 501C(3) 6000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY ASSOCIATION OF JEWISH CEMETERIES 060655482 501C(3) 105297 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY B'NAI B'RITH YOUTH ORGANIZATION 464731824 501C(3) 18000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY CAMP GAN IZZY 061030000 501C(3) 10000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY CAMP LAURELWOOD 060693092 501C(3) 15000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY DESTINATION HARTFORD 060655482 501C(3) 31268 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY FRIENDSHIP CIRCLE 061030000 501C(3) 10000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY HEBREW SENIOR CARE 060646672 501C(3) 40000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY ISRAEL ACTION NETWORK 131624240 501C(3) 5794 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH ASSOCIATION FOR COMMUNITY LIVING 061068312 501C(3) 46000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH FAMILY SERVICES OF GREATER HARTFORD 060653062 501C(3) 275000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH FAMILY SERVICES OF GREATER HARTFORD - RENT SUBSIDY 060653062 501C(3) 25000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH FEDERATION ASSOCIATION OF CONNECTICUT 066002641 501C(3) 15470 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH FEDERATIONS OF NORTH AMERICA 131624240 501C(3) 589120 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH HISTORICAL SOCIETY OF GREATER HARTFORD 061217339 501C(3) 12000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH HISTORICAL SOCIETY OF GREATER HARTFORD - RENT SUBSIDY 061217339 501C(3) 5000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH LEADERSHIP ACADEMY 060655482 501C(3) 20000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH TEEN LEARNING CONNECTION 061217339 501C(3) 78000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY MANCHESTER ADVISORY 060797859 501C(3) 17000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY MANDELL JEWISH COMMUNITY CENTER 060662142 501C(3) 260000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY MIKVEH WEST HARTFORD 912154619 501C(3) 15000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY NEW ENGLAND JEWISH ACADEMY 061455973 501C(3) 200000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY ONE HAPPY CAMPER 060655482 501C(3) 30000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY SOLOMON SCHECHTER DAY SCHOOL 060873657 501C(3) 190000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY UNIVERSITY OF CONNECTICUT HILLEL - SHABBAT & JEWISH HOLIDAYS ISRAEL 066071635 501C(3) 32000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY UNIVERSITY OF CONNECTICUT HILLEL - JUDAIC STUDIES 066071635 501C(3) 11000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY UNIVERSITY OF HARTFORD HILLEL - STUDENT LEADERSHIP DEVELOPMENT 066068500 501C(3) 40000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY VOICES OF HOPE 066068500 501C(3) 12000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY 28 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 LIASONS ARE IN CONTACT WITH OUR PARTNER AGENCIES THROUGHOUT THE YEAR. X X 1 1 X X X X 0 0 0 0 0 0 0 1 0 DAVID WAREN PRESIDENT AND CEO 181742 0 10000 0 5574 0 7481 0 18258 0 223055 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 CALENDAR YEAR BONUS WHICH WAS INCLUDED IN THEIR W2. X 29 960328 FMV 0 0 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 2 LEIGH NEWMAN AND GARY STARR ARE MARRIED. 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 ORGANIZATION'S AND OTHER REGIONAL NON-PROFIT'S COMPENSATION OF COMPARABLE EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 INFORMATION REGARDING GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS IS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 8,083. FORM 990 PART XII LINE 2C: THERE HAVE BEEN NO CHANGES TO THE ORGANIZATION'S OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR.