2022-11-07T17:28:26-06:00 2021-12-31 873707167 CBIZ MARKS PANETH LLC 4 MANHATTANVILLE ROAD PURCHASE NY 10577 990 2021-01-01 066068624 UJA FEDERATION OF GREENWICH INC UJAF 2036221434 ONE HOLLY HILL LANE GREENWICH CT 06830 PAMELA EHRENKRANZ EXECUTIVE DIRECTOR 2036221434 2022-11-07 1 PAMELA EHRENKRANZ 999009999 SCOTT M BRENNER P01247233 9145249000 2022-11-07 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z PAMELA EHRENKRANZ ONE HOLLY HILL LANE GREENWICH CT 06830 2324466 0 X WWW.UJAFEDGREENWICH.ORG X 1955 CT PROVIDING FINANCIAL, CULTURAL AND EDUCATIONAL SUPPORT FOR LOCAL AND GLOBAL JEWISH COMMUNITY. 36 36 8 36 0 0 2080728 1953314 49870 70651 13199 35950 125660 136030 2269457 2195945 2204670 1281498 0 0 492307 460767 0 0 213323 380708 380581 3077685 2122846 -808228 73099 3134392 3184531 657795 638759 2476597 2545772 X THE UJA FEDERATION OF GREENWICH IS COMMITTED TO THE PRESERVATION, ENRICHMENT AND CONTINUITY OF THE JEWISH PEOPLE AND TO THE ENHANCEMENT OF JEWISH LIFE IN GREENWICH, NORTH AMERICA, ISRAEL, AND THROUGHOUT THE WORLD. CENTRAL TO OUR MISSION IS A COMMUNITY BUILT ON THE JEWISH IDEAL OF TZEDAKAH: CHARITY, RIGHTEOUSNESS AND SOCIAL JUSTICE. IT IS OUR SUPPORT FOR LOCAL PROGRAMS, AGENCIES AND THE HUMANITARIAN WORK OF THE UNITED JEWISH COMMUNITIES, THAT ENRICHES LOCAL, NATIONAL AND INTERNATIONAL JEWISH LIFE. BELIEVING THAT EACH JEW IS RESPONSIBLE ONE FOR ANOTHER, WE HAVE A UNIQUE OPPORTUNITY TO STRENGTHEN OUR JEWISH COMMUNITY, TO IMPROVE THE QUALITY OF LIFE AND TO BRING DIGNITY TO ALL PEOPLE. WE BELIEVE THAT IT IS OUR OBLIGATION TO IDENTIFY, EDUCATE AND ENCOURAGE MEMBERS OF THE COMMUNITY TO ASSUME LEADERSHIP ROLES AND TO SERVE AS ROLE MODELS FOR FUTURE GENERATIONS. TO ACCOMPLISH THIS MISSION, WE ARE BUILDING A VIBRANT AND INCLUSIVE JEWISH COMMUNITY. 0 0 1784882 1281498 205668 ALLOCATIONS TO AGENCIES: THE FEDERATION MAKES ALLOCATIONS TO AGENCIES IN THE CURRENT YEAR FROM CAMPAIGN REVENUES OF THE PRIOR YEAR. 1784882 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 2 0 1 8 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 36 36 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CT X PAMELA EHRENKRANZ CHIEF EXECUTIVE OFFICER 2036221434 ONE HOLLY HILL LANE GREENWICH CT 06830 BATKIN JANE BOARD MEMBER 1.00 X 0 0 0 BERNI BRAN BOARD MEMBER 1.00 X 0 0 0 BERNI STUART BOARD MEMBER 1.00 X 0 0 0 BLACK MARJORIE BOARD MEMBER 1.00 X 0 0 0 BLACK STEVEN BOARD MEMBER 1.00 X 0 0 0 COOPER REBECCA BOARD MEMBER 1.00 X 0 0 0 DAVIS ELLEN JCC PRESIDENT 1.00 X X 0 0 0 DELIKAT ALICE BARON BOARD MEMBER 1.00 X 0 0 0 DELIKAT MICHAEL CO-PRESIDENT 1.00 X 0 0 0 DEREN RABBI YOSSI BOARD MEMBER 1.00 X 0 0 0 FERN ANDI VICE PRESIDENT 1.00 X X 0 0 0 FLASHNER MARTIN MAJOR GIFTS CHAIR 1.00 X X 0 0 0 GERSON RABBI JORDIE BOARD MEMBER 1.00 X 0 0 0 GOLUB RABBI MARK BOARD MEMBER 1.00 X 0 0 0 GREENBERG KEN BOARD MEMBER 1.00 X 0 0 0 HESSEL JOUI BOARD MEMBER 1.00 X 0 0 0 HOCHMAN ALEXANDRA BOARD MEMBER 1.00 X 0 0 0 HURVITZ RABBI MITCHELL BOARD MEMBER 1.00 X 0 0 0 KALLMAN BRYANNA CO-PRESIDENT 1.00 X 0 0 0 KNOLL SILVINA BOARD MEMBER 1.00 X 0 0 0 LEADER ADAM BOARD MEMBER 1.00 X 0 0 0 MANN JOAN BOARD MEMBER 1.00 X 0 0 0 MANN SALLY BOARD MEMBER 1.00 X 0 0 0 MILLER AMANDA BOARD MEMBER 1.00 X 0 0 0 NEILINGER BRIAN CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 NISINZWEIG SUSAN BOARD MEMBER 1.00 X 0 0 0 NORTON JEFFREY BOARD MEMBER 1.00 X 0 0 0 PRIMOFF WALTER TREASURER 1.00 X X 0 0 0 SCHAPPS RICHMAN ELLEN BOARD MEMBER 1.00 X 0 0 0 SCHREIBER WENDY BOARD MEMBER 1.00 X 0 0 0 SURGENT CAROLYN BOARD MEMBER (OUTGOING) 1.00 X 0 0 0 TIPERMAS REBECCA BOARD MEMBER 1.00 X 0 0 0 TOBACK JEFFREY BOARD MEMBER 1.00 X 0 0 0 TOBACK CHRISTINE WP PRESIDENT 1.00 X 0 0 0 WEITZMAN JANE BOARD MEMBER 1.00 X 0 0 0 YARETT JORDAN BOARD MEMBER 1.00 X 0 0 0 ZISSON NANCY HONORARY CAMPAIGN CHAIR 1.00 X X 0 0 0 EHRENKRANZ PAMELA EXECUTIVE DIRECTOR 40.00 X 207800 0 15120 207800 0 15120 1 0 1 0 0 3724 144724 1804866 65063 1953314 ADULT, YOUTH AND FAMIL 900099 70651 70651 70651 3289 3289 156295 123634 32661 32661 32661 5900 3724 4887 1013 1013 FACILITY REIMBURSEMENT 900099 91446 91446 MISCELLANEOUS REVENUE 900099 37391 37391 COMMUNITY ADVERTISING 900099 5512 5512 668 668 135017 2195945 205668 0 36963 1236498 1236498 45000 45000 222920 156044 22292 44584 164754 94092 32390 38272 39901 24795 6340 8766 33192 21342 4737 7113 26 26 86921 17470 34299 35152 18576 10843 4289 3444 15146 8841 3497 2808 53475 28341 5348 19786 5000 3715 367 918 35022 25216 4903 4903 14974 11979 749 2246 PROGRAM SUPPLIES & EXP 97476 89209 8267 CAMPAIGN SUPPLIES & EXP 29223 29223 EQUIP RENTAL & SERVICE 10868 6343 2510 2015 MISC EXPENSE 9725 2681 2530 4514 4149 2473 364 1312 2122846 1784882 124641 213323 1957306 2186661 10010 10028 283132 180378 6237 12411 1504151 894674 636359 609477 241348 185576 3134392 3184531 174535 78448 262739 371789 505 72362 148159 188017 657795 638759 X 1583439 1778815 893158 766957 2476597 2545772 3134392 3184531 73099 -3924 0 X X 0 1 X 1 0 X 1975380 1998987 2582573 2080728 1953314 10590982 1975380 1998987 2582573 2080728 1953314 10590982 4889734 5701248 591 6494 31374 8657 3289 50405 97779 104569 98771 125660 135017 561796 11203183 596053 0.50890 0.48880 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2017 AMOUNT: $ 97,779. 2018 AMOUNT: $ 104,569. 2019 AMOUNT: $ 98,771. 2020 AMOUNT: $ 34,214. 2021 AMOUNT: $ 38,059. FACILITY REIMBURSEMENT - 2020 AMOUNT: $ 91,446. 2021 AMOUNT: $ 91,446. COMMUNITY ADVERTISING - 2021 AMOUNT: $ 5,512. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 223382 19796 11805 231373 209506 27954 14078 223382 179844 38785 9123 209506 197604 -7788 9972 179844 174289 24296 981 197604 0.75745 0.24255 1 0 300000 300000 1051309 754270 297039 133501 131404 2097 19341 9000 10341 609477 AGENCY LIABILITIES 188017 188017 X 2192433 -3924 639 -201 -3486 2195919 26 26 2195945 2123258 639 639 2122619 26 201 227 2122846 PART V, LINE 4: THE PRIMARY INVESTMENT OBJECTIVE IS TO PRESERVE CAPITAL AND MINIMIZE INVESTMENT RISK. 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, 2021, 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 NEXT YEAR. PART XI, LINE 2D - OTHER ADJUSTMENTS: INDIRECT FUNDRAISING -201. PART XII, LINE 4B - OTHER ADJUSTMENTS: INDIRECT FUNDRAISING 201. 1 EUROPE 0 0 PROGRAM SERVICES GRANTS TO ORGANIZATIONS IN ENGLAND 25000 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES GRANTS TO ORGANIZATIONS IN ISRAEL 20000 0 0 0 0 0 0 45000 0 45000 MIDDLE EAST AND NORTH AFRICA TO FURTHER EDUCATION, SOCIAL WELFARE AND SOCIETAL CHANGE TO STRENGTHEN JEWISH FAMILIES. 10000 0 EUROPE DEMOCRACY, FREEDOM AND HUMAN RIGHTS ORGANIZATION 25000 0 2 0 0 0 0 0 0 PART I, LINE 2: PROCEDURES FOR MONITORING THE USE OF FOREIGN GRANT FUNDS FUNDS FOR OVERSEAS PROGRAM ACTIVITIES ARE DISTRIBUTED THROUGH THE JEWISH FEDERATIONS OF NORTH AMERICA (JFNA) PRIMARILY TO THE JEWISH AGENCY FOR ISRAEL (JAFI) AND THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE, INC (JDC) OVERSEAS ORGANIZATIONS RECEIVING FUNDS FROM JFNA UTILIZE SUCH FUNDS FOR ACTIVITIES AND PROGRAMS THAT SUPPORT UJA'S CHARITABLE PURPOSES GRANTS PAID THROUGH CHARITIES AID FOUNDATION (CAF) UJA HAS CONTRACTED WITH CHARITIES AID FOUNDATION (CAF) TO PROVIDE OVERSIGHT OF AND DISBURSE FUNDS FOR THREE TARGETED GRANTS IN THE FORMER SOVIET UNION (FSU) THAT SUPPORT UJA'S CHARITABLE PURPOSES AND THAT ARE NOT UNDER THE OVERSIGHT OF JFNA A PROFESSIONAL EMPLOYED BY CAF IN MOSCOW MONITORS THOSE GRANTS IN CONJUNCTION WITH UJA PROFESSIONAL STAFF IN NEW YORK UJA ALSO MAKES DIRECT GRANTS TO CAF FOR TARGETED PROGRAMS OR CAPACITY-BUILDING FOR GRASSROOTS ORGANIZATIONS IN THE FSU, THOSE GRANTS ARE MONITORED BY UJA PROFESSIONAL STAFF WHO ARE RESIDENTS IN NEW YORK BUT VISIT THE FSU 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 UNDER THE GRANT UJA'S ISRAEL OFFICE, IN CONJUNCTION WITH STAFF IN NEW YORK, REVIEW TWO ANNUAL REPORTS (A MID-YEAR AND A FINAL REPORT) FOR TARGETED GRANT PROGRAMS THAT ARE LOCATED IN ISRAEL AND OTHER FOREIGN LOCATIONS AND FOR WHICH FUNDS ARE DISTRIBUTED THROUGH JFNA THE REPORTS INCLUDE NARRATIVE, STATISTICAL, AND FINANCIAL COMPONENTS AND SERVE TO ENSURE THAT PROGRAMMATIC OBJECTIVES ARE APPROPRIATELY ATTAINED, AND THAT EXPENDITURES QUALIFY FOR REIMBURSEMENT UNDER THE GRANT IN ISRAEL, OUR GRANTEE ORGANIZATIONS ARE LEGALLY REGISTERED WITH JAFI, WHICH RELEASES REGULAR GRANT PAYMENTS BASED ON COORDINATION WITH OUR ISRAEL OFFICE. PART III ACCOUNTING METHOD: FALL LUNCH 9624 3724 5900 3752 835 300 9624 3724 5900 3752 835 300 4887 1013 1 ATZUM PO BOX 793 SKOKIE IL 60076 010697869 501(C)(3) 12100 0 AS PER ORGANIZATIONS EXEMPT PURPOSE BBYO 800 8TH STREET NW WASHINGTON DC 20001 311794932 501(C)(3) 50000 0 AS PER ORGANIZATIONS EXEMPT PURPOSE BICULTURAL HEBREW ACADEMY 2186 HIGH RIDGE RD STAMFORD CT 06903 060731793 501(C)(3) 6250 0 AS PER ORGANIZATIONS EXEMPT PURPOSE BREAST CANCER ALLIANCE 48 MAPLE AVENUE GREENWICH CT 06830 061453500 501(C)(3) 50000 0 AS PER ORGANIZATIONS EXEMPT PURPOSE CAMP GAN ISRAEL 75 MASON STREET GREENWICH CT 06830 223616874 501(C)(3) 6000 0 AS PER ORGANIZATIONS EXEMPT PURPOSE EMUNAH OF AMERICA NY 500 7TH AVE - 8TH FLOOR NEW YORK NY 10018 132670365 501(C)(3) 24000 0 AS PER ORGANIZATIONS EXEMPT PURPOSE ISRAEL CENTER FOR EXCELLENCE THROUGH EDUCATION 14305 DAWNWOOD COURT HOMER GLEN IL 60491 273032809 501(C)(3) 25000 0 AS PER ORGANIZATIONS EXEMPT PURPOSE JOINT DISTRIBUTION COMMITTEE (JDC) 220 E 42ND STREET SUTIE 400 NEW YORK NY 10017 131656634 501(C)(3) 864620 0 AS PER ORGANIZATIONS EXEMPT PURPOSE JEWISH FAMILY SERVICES ONE HOLLY HILL LANE GREENWICH CT 06830 061073590 501(C)(3) 7000 0 AS PER ORGANIZATIONS EXEMPT PURPOSE JEWISH FEDERATION OF GREATER NEW HAVEN 360 AMITY ROAD WOODBRIDGE CT 06525 060647025 501(C)(3) 6957 0 AS PER ORGANIZATIONS EXEMPT PURPOSE JEWISH FEDERATIONS OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501(C)(3) 37422 0 AS PER ORGANIZATIONS EXEMPT PURPOSE MIDDLE EAST MEDIA RESEARCH INSTITUTE INC (MEMRI) PO BOX 27837 WASHINGTON DC 20038 522068483 501(C)(3) 10000 0 AS PER ORGANIZATIONS EXEMPT PURPOSE MET COUNCIL ON POVERTY 77 WATER ST 26TH FLOOR NEW YORK NY 10005 132738818 501(C)(3) 15000 0 AS PER ORGANIZATIONS EXEMPT PURPOSE NEIGHBOR TO NEIGHBOR OF GREENWICH 248 E PUTNAM AVE GREENWICH CT 06830 066071605 501(C)(3) 20000 0 AS PER ORGANIZATIONS EXEMPT PURPOSE SCHOKE JEWISH FAMILY SERVICES OF FAIRFIELD COUNTY 196 GREYROCK PLACE STAMFORD CT 06901 061130830 501(C)(3) 18196 0 FOOD PANTRY SOUTHERN NEW ENGLAND CONSORTIUM (SNEC) 200 FISHER DRIVE AVON CT 06001 201475524 501(C)(3) 17580 0 COMPUTERS FOR ETHIOPIAN IMMIGRANTS TO ISRAEL THE INVESTIGATIVE PROJECT ON TERRORISM FOUNDATION 5614 CONNECTICUT AVE NW NO 341 WASHINGTON DC 20015 134331855 501(C)(3) 30000 0 AS PER ORGANIZATIONS EXEMPT PURPOSE UCONN HILLEL 54 N EAGLEVILLE ROAD STORRS CT 06268 066071635 501(C)(3) 9384 0 AS PER ORGANIZATIONS EXEMPT PURPOSE 18 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 0 0 0 0 0 0 0 1 0 EHRENKRANZ PAMELA EXECUTIVE DIRECTOR 198000 0 9800 0 0 0 0 0 15120 0 222920 0 0 0 PART I, LINE 7 THE BONUS FOR THE EXECUTIVE DIRECTOR WAS APPROVED BY THE BOARD OF DIRECTORS. X 6 65063 FMV 0 0 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS. 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. JEFFREY, BOARD MEMBER & CHRISTINE, WP PRESIDENT HAVE A FAMILY RELATIONSHIP. MARJORIE BLACK, BOARD MEMBER & STEVEN BLACK, BOARD MEMBER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION DELEGATED MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS DIRECTORS, TRUSTEES TO MAIER MARKEY & JUSTICE LLP. THE ORGANIZATION COMPENSATED $68,196 FOR THEIR SERVICES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT. THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND MEMBERS OF THE EXECUTIVE BOARD BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY IN PLACE WHICH IS MONITORED ANNUALLY. THE 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. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION FOR THE EXECUTIVE DIRECTOR MUST BE APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 AND GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE AGENCY'S OFFICE TO ANY PERSON MAKING A REQUEST. 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.