2021-04-07T08:25:05-05:00 2020-06-30 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2019-07-01 060655482 JEWISH FEDERATION OF GREATER HARTFORD JEWI 8602324483 333 BLOOMFIELD AVENUE WEST HARTFORD CT 06117 DAVID WAREN PRESIDENT & CEO 8602324483 2021-03-10 1 PAUL BALLASY P00852868 9592007000 2021-03-09 2019 2022-09-23 18:48:47Z DAVID WAREN 333 BLOOMFIELD AVENUE WEST HARTFORD CT 06117 5949927 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. 28 27 36 550 0 0 5100496 5779659 208786 148599 30170 21669 2906 0 5342358 5949927 2261713 3179669 0 0 1646733 1759108 0 0 455084 984763 995977 4893209 5934754 449149 15173 8743281 9326093 2448396 3019293 6294885 6306800 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 5194604 3179669 148599 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. 5194604 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 40 0 1 36 1 0 0 0 0 0 0 0 0 0 0 0 0 X 28 27 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 ANNE MARTHA PITEGOFF TREASURER 4.00 X X 0 0 0 BENJAMIN ADLER DIRECTOR 0.50 X 0 0 0 ROBERT YASS OUTGOING 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 GELLES OUTGOING 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 103890 0 11763 ERIC M ZACHS DIRECTOR 3.00 X 0 0 0 GARY STARR VICE CHAIR 1.00 X X 0 0 0 GREG PATCHEN DIRECTOR 0.50 X 0 0 0 JESSICA FISH OUTGOING DIRECTOR 0.50 X 0 0 0 JONATHAN HOFFMAN DIRECTOR 0.50 X 0 0 0 JUDY SCHLOSSBERG VICE CHAIR 4.00 X X 0 0 0 KATHY FISHMAN DIRECTOR 0.50 X 0 0 0 LAURIE MANDELL VICE CHAIR 3.00 X X 0 0 0 LEIGH NEWMAN DIRECTOR 0.50 X 0 0 0 LESLIE SILVERS DIRECTOR 0.50 X 0 0 0 LOIS SIEGAL OUTGOING DIRECTOR 0.50 X 0 0 0 RICHARD RUBENSTEIN 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 DIRECTOR 0.50 X 0 0 0 RONALD CIPRIANO DIRECTOR 0.50 X 0 0 0 SHARI CANTOR OUTGOING 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 TODD BERMAN OUTGOING DIRECTOR 0.50 X 0 0 0 TRACY TABACK DIRECTOR 0.50 X 0 0 0 CHERYL WOLMER VP AND CFO 40.00 X 91993 0 20568 RACHEL BEREZIN VP DEVELOPMENT 40.00 X 115162 0 4600 LAURA ZIMMERMAN SENIOR VICE PRESIDENT 40.00 X 102696 0 7815 HOWARD SOVRONSKY FORMER PRESIDENT AND CEO 40.00 X 107462 0 210 521203 0 44956 4 1 1 0 UNITED STATES CEMETERY SERVICES 309 PAINE ROAD NEWINGTON CT 06111 CEMETERY MAINTENANCE 115344 1 5779659 1673598 5779659 LITERACY AND EDUCATION 611710 89165 89165 COMMISSION ON JEWISH E 611710 59434 59434 148599 21669 21669 5949927 148599 0 21669 3179669 3179669 363700 140643 100854 122203 1103258 951299 87889 64070 21902 19788 837 1277 160209 135721 13113 11375 110039 82179 13927 13933 2344 2344 29999 29999 2200 2200 47904 35928 11976 50419 22729 1336 26354 110366 70634 8829 30903 17435 6293 123 11019 249948 159967 19995 69986 18032 11540 1443 5049 PROGRAM EXPENSES 198941 198941 0 0 DIRECT CAMPAIGN EXPENSE 109301 54650 0 54651 BAD DEBTS 100985 100985 0 0 DATA PROCESSING 41572 13719 2079 25774 16531 9919 98 6514 5934754 5194604 285066 455084 X 625 625 2357895 3124170 1879497 1945804 114674 94074 7960315 4146887 4055299 3813428 4866 5204 1400 500 329025 342288 8743281 9326093 266018 275828 2147090 2308004 29619 421420 5669 14041 2448396 3019293 X 5778251 5566155 516634 740645 6294885 6306800 8743281 9326093 X 15173 -3258 X X 0 1 X 1 0 X 6375199 4996526 4586329 5100496 5779659 26838209 6375199 4996526 4586329 5100496 5779659 26838209 2499295 24338914 1378 3287 11193 30170 21669 67697 9607 28418 6563 2906 47494 26953400 847410 0.90300 0.86070 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2015 AMOUNT: $ 9,607. 2016 AMOUNT: $ 28,418. 2017 AMOUNT: $ 6,563. 2018 AMOUNT: $ 2,906. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7232618 3676184 3556434 727697 470703 256994 3813428 LIABILITY UNDER CRT 5799 DEFERRED COMPENSATION LIABILITY 8242 14041 X 5946669 -3258 -3258 5949927 0 5949927 5934754 0 5934754 0 5934754 PART X, LINE 2: THE FEDERATION HAS NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2020 AND 2019. THE FEDERATION'S U.S. FEDERAL INFORMATION AND STATE RETURNS PRIOR TO FISCAL YEAR 2017 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 VALUE OF CHARITABLE REMAINDER TRUST -3,258. 1 ASSOCIATION OF JEWISH CEMETERIES 060655482 501C(3) 114827 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY B'NAI B'RITH YOUTH ORGANIZATION 464731824 501C(3) 10000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY VOICES OF HOPE 066068500 501C(3) 9000 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 HEBREW SENIOR CARE 060646672 501C(3) 20000 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) 21000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH FAMILY SERVICES OF GREATER HARTFORD 060653062 501C(3) 265000 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) 556800 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH HISTORICAL SOCIETY OF GREATER HARTFORD 061217339 501C(3) 10000 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 SOLOMON SCHECHTER DAY SCHOOL 060873657 501C(3) 200000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY UNIVERSITY OF CONNECTICUT HILLEL - SHABBAT & JEWISH HOLIDAYS ISRAEL 066071635 501C(3) 31150 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY UNIVERSITY OF CONNECTICUT HILLEL - JUDAIC STUDIES 066071635 501C(3) 10000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY UNIVERSITY OF HARTFORD HILLEL - STUDENT LEADERSHIP DEVELOPMENT 066068500 501C(3) 35000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY 17 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 0 0 HOWARD SOVRONSKY FORMER PRESIDENT AND CEO 92964 0 0 0 14498 0 0 0 210 0 107672 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. X 28 1673598 FAIR VALUE 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 -3,258. FORM 990 PART XII LINE 2C: THERE HAVE BEEN NO CHANGES TO THE ORGANIZATION'S OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR.