2020-06-05T10:44:27-05:00 2019-06-30 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2018-07-01 060655482 JEWISH FEDERATION OF GREATER HARTFORD JEWI 8602324483 333 BLOOMFIELD AVENUE WEST HARTFORD CT 06117 DAVID WAREN PRESIDENT & CEO 8602324483 2020-04-23 1 PAUL BALLASY P00852868 9592007000 2020-04-22 209.59.242.35 2020-04-23 08:46:24 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 B0AD6F4DA9753D811CB14F2348605CBBEABD616D 2018 2020-09-23 17:36:50Z DAVID WAREN 333 BLOOMFIELD AVENUE WEST HARTFORD CT 06117 5342358 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. 33 32 33 550 0 0 4586329 5100496 221880 208786 11193 30170 6563 2906 4825965 5342358 2396064 2261713 0 0 1615969 1646733 0 0 527979 874176 984763 4886209 4893209 -60244 449149 8348669 8743281 2500531 2448396 5848138 6294885 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 4097568 2261713 211692 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. 4097568 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 36 0 1 33 1 0 0 0 0 0 0 0 0 0 0 0 0 X 33 32 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 PAVA DIRECTOR 0.50 X 0 0 0 ANNE MARTHA PITEGOFF ASSISTANT TREASURER 3.00 X X 0 0 0 BOB YASS DIRECTOR 0.50 X 0 0 0 CAROLYN GITLIN DIRECTOR 3.00 X 0 0 0 CARY LAKENBACH CHAIR OF THE BOARD 5.00 X X 0 0 0 CYRAL SHELDON ASSISTANT SECRETARY 1.00 X X 0 0 0 DANA KELLER VICE CHAIR 3.00 X X 0 0 0 DANIEL KAUFMAN ASSISTANT TREASURER 0.50 X X 0 0 0 DAVID BRANDWEIN DIRECTOR 0.50 X 0 0 0 DAVID GELLES DIRECTOR 0.50 X 0 0 0 DAVID ROSENTHAL VICE CHAIR 3.00 X X 0 0 0 ERIC M ZACHS CHAIR EMERITUS 3.00 X X 0 0 0 ETHAN GOLDMAN TREASURER 1.00 X X 0 0 0 GARY STARR VICE CHAIR 1.00 X X 0 0 0 GREG PATCHEN DIRECTOR 0.50 X 0 0 0 HENRY M ZACHS ASSISTANT SECRETARY 0.50 X X 0 0 0 HOWARD SOVRONSKY PRESIDENT AND CEO 40.00 X X 187046 0 8560 JEFFRY NESTLER DIRECTOR 0.50 X 0 0 0 JESSICA FISH 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 LOIS SIEGAL DIRECTOR 0.50 X 0 0 0 RICHARD RUBENSTEIN DIRECTOR 0.50 X 0 0 0 RONA GOLLOB DIRECTOR 0.50 X 0 0 0 SHARI CANTOR DIRECTOR 0.50 X 0 0 0 THEODORE ZABLOTSKY SECRETARY 0.50 X X 0 0 0 TODD BERMAN DIRECTOR 0.50 X 0 0 0 TRACY TABACK DIRECTOR 0.50 X 0 0 0 BENJAMIN ADLER DIRECTOR 0.50 X 0 0 0 JONATHAN HOFFMAN DIRECTOR 0.50 X 0 0 0 STEPHEN RABB DIRECTOR 0.50 X 0 0 0 KATHY FISHMAN DIRECTOR 0.50 X 0 0 0 CHERYL WOLMER VP AND CFO 40.00 X 91473 0 32090 RACHEL BEREZIN VP DEVELOPMENT 40.00 X 115144 0 4600 393663 0 45250 2 0 1 0 0 5100496 294541 5100496 COMMISSION ON JEWISH E 611710 104414 104414 LITERACY AND EDUCATION 611710 104372 104372 208786 30170 30170 MISCELLANEOUS 900099 2906 2906 2906 5342358 211692 0 30170 2261713 2261713 325087 123763 93492 107832 1055332 889678 86524 79130 31259 27575 2139 1545 133122 107768 10883 14471 101933 76093 12813 13027 28576 28576 37452 28089 9363 46177 20892 1145 24140 101067 64683 8085 28299 12673 5283 68 7322 246536 157784 19722 69030 18127 11601 1450 5076 DIRECT CAMPAIGN EXPENSE 207758 103879 103879 PROGRAM EXPENSES 118101 118101 RECRUITING/RELOCATION 79480 46893 795 31792 DATA PROCESSING 39028 12879 1951 24198 49788 40894 19 8875 4893209 4097568 267662 527979 X 625 625 1844970 2357895 1759515 1879497 106685 114674 7952238 3896939 4281633 4055299 4427 4866 2300 1400 348514 329025 8348669 8743281 279824 266018 2186019 2147090 29619 34688 5669 2500531 2448396 X 5327346 5778251 520792 516634 5848138 6294885 8348669 8743281 X 449149 -2402 X X 0 1 X 1 0 X 7638315 6375199 4996526 4586329 5100496 28696865 7638315 6375199 4996526 4586329 5100496 28696865 3901268 24795597 1236 1378 3287 11193 30170 47264 16117 9607 28418 6563 2906 63611 28807740 766628 0.86070 0.80610 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2014 AMOUNT: $ 16,117. 2015 AMOUNT: $ 9,607. 2016 AMOUNT: $ 28,418. 2017 AMOUNT: $ 6,563. 2018 AMOUNT: $ 2,906. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7229347 3436524 3792823 722891 460415 262476 4055299 LIABILITY UNDER CRT 5669 5669 X 5339956 -2402 -2402 5342358 0 5342358 4893209 0 4893209 0 4893209 PART X, LINE 2: THE FEDERATION HAS NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2019 AND 2018. THE FEDERATION'S U.S. FEDERAL INFORMATION AND STATE RETURNS PRIOR TO FISCAL YEAR 2016 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 -2,402. 1 ASSOCIATION OF JEWISH CEMETERIES 060655482 501C(3) 98613 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY BESS AND PAUL SIGEL HEBREW ACADEMY DAY SCHOOL 060665199 501C(3) 115308 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY BIRTHRIGHT ISRAEL 134092050 501C(3) 20000 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 GREENBERG CENTER VOICES OF HOPE 066068500 501C(3) 9000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY HEBREW HIGH SCHOOL OF NEW ENGLAND 061455973 501C(3) 57654 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY HEBREW SENIOR CARE 060646672 501C(3) 20800 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 ISRAEL PROGRAMMING 060655482 501C(3) 52369 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 - CHILD SERVICES 060653062 501C(3) 50000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH FAMILY SERVICES OF GREATER HARTFORD - HOLOCAUST PROGRAM 060653062 501C(3) 28500 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH FAMILY SERVICES OF GREATER HARTFORD - JETS 060653062 501C(3) 8000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH FAMILY SERVICES OF GREATER HARTFORD - KOSHER FOOD PANTRY 060653062 501C(3) 7500 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH FAMILY SERVICES OF GREATER HARTFORD - OLDER ADULT SERVICES 060653062 501C(3) 140000 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 FAMILY SERVICES OF GREATER HARTFORD - SPECIAL NEEDS PROGRAMMING 060653062 501C(3) 16500 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH FAMILY SERVICES OF GREATER HARTFORD - VOLUNTEER PROGRAM 060653062 501C(3) 10000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH FEDERATION ASSOCIATION OF CONNECTICUT 066002641 501C(3) 30939 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH FEDERATIONS OF NORTH AMERICA 131624240 501C(3) 566288 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 - CENTRALAWAKENING 061217339 501C(3) 15000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH TEEN LEARNING CONNECTION - SCHOLORS 061217339 501C(3) 40000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY JEWISH TEEN LEARNING CONNECTION - WOW 061217339 501C(3) 23000 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 - CAMP & YOUTH 060662142 501C(3) 45000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY MANDELL JEWISH COMMUNITY CENTER - EARLY CHILDHOOD 060662142 501C(3) 22500 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY MANDELL JEWISH COMMUNITY CENTER - FAMILY ROOM 060662142 501C(3) 55000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY MANDELL JEWISH COMMUNITY CENTER - ISRAEL PROGRAMMING 060662142 501C(3) 30000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY MANDELL JEWISH COMMUNITY CENTER - JEWISH ARTS & CULTURE 060662142 501C(3) 35000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY MANDELL JEWISH COMMUNITY CENTER - SENIORS 060662142 501C(3) 20000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY MANDELL JEWISH COMMUNITY CENTER - SPECIAL NEEDS 060662142 501C(3) 32500 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY SOLOMON SCHECHTER DAY SCHOOL 060873657 501C(3) 184890 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY UNIVERSITY OF CONNECTICUT HILLEL - SHABBAT & JEWISH HOLIDAYS ISRAEL 066071635 501C(3) 27500 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 WOW IN THE BOX 060655482 501C(3) 10000 TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY 22 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 PRESIDENT AND CEO 185827 0 0 0 1219 0 7455 0 1105 0 195606 0 0 0 PART I, LINE 1A THE PRESIDENT 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 WITH THE PRIVILEGES AT THE CLUB AND CENTER. THE PRESIDENT USES THE PRIVILEGES FOR PROFESSIONAL PURPOSES ONLY. X 31 294541 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 HENRY ZACHS IS THE FATHER OF ERIC ZACHS. 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 -2,402. FORM 990 PART XII LINE 2C: THERE HAVE BEEN NO CHANGES TO THE ORGANIZATION'S OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR.