JEWISH FEDERATION OF GREATER HARTFORD: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
JEWISH FEDERATION OF GREATER HARTFORD (EIN 06-0655482)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-05
IRS object ID
201511259349300136
Schema version
2013v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-05-05T10:39:04-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221478099PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1350 CHURCH STREET 12TH FLOORAddressLine1
CityHARTFORDCity
StateCTState
ZIP Code06103ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN060655482EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF GREATER HARTFORDBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone8602324483PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 BLOOMFIELD AVENUEAddressLine1
CityWEST HARTFORDCity
StateCTState
ZIP Code06117ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHOWARD SOVRONSKYPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone8602324483PhoneNum
Signature2015-04-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAUL BALLASYPreparerPersonNm
PTINP00852868PTIN
Phone9592007000PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerHOWARD SOVRONSKYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 BLOOMFIELD AVENUEAddressLine1
CityWEST HARTFORDCity
StateCTState
ZIP Code06117ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$8,030,037GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JEWISHHARTFORD.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1945FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionJEWISH FEDERATION OF GREATER HARTFORD IS THE COMMUNITY LEADER AND AGENT OF CHANGE. OUR MISSION IS TO SUPPORT, COORDINATE AND DEVELOP PRIORITY PROGRAM AND SERVICES THAT WELCOME ALL JEWISH FAMILIES; BRING UNIQUE JEWISH EDUCATING AND LEADERSHIP TRAINING TO GREATER HARTFORD; IMPROVE THE QUALITY OF LIFE FOR THE NEEDIEST IN GREATER HARTFORD, ISRAEL AND IN JEWISH COMMUNITIES WORLDWIDE.ActivityOrMissionDesc
Voting Members Governing Body27VotingMembersGoverningBodyCnt
Voting Members Independent26VotingMembersIndependentCnt
Total Employee34TotalEmployeeCnt
Total Volunteers490TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$4,565,321PYContributionsGrantsAmt
CY Contributions Grants$7,859,972CYContributionsGrantsAmt
PY Program Service Revenue$92,460PYProgramServiceRevenueAmt
CY Program Service Revenue$119,664CYProgramServiceRevenueAmt
PY Investment Income$1,469PYInvestmentIncomeAmt
CY Investment Income$4,903CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$45,498CYOtherRevenueAmt
PY Total Revenue$4,659,250PYTotalRevenueAmt
CY Total Revenue$8,030,037CYTotalRevenueAmt
PY Grants And Similar Paid$2,694,497PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$5,463,018CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,503,618PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,595,337CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$3,012CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$703,314CYTotalFundraisingExpenseAmt
PY Other Expenses$815,297PYOtherExpensesAmt
CY Other Expenses$1,033,927CYOtherExpensesAmt
PY Total Expenses$5,013,412PYTotalExpensesAmt
CY Total Expenses$8,095,294CYTotalExpensesAmt
PY Revenues Less Expenses-$354,162PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$65,257CYRevenuesLessExpensesAmt
Total Assets BOY$9,349,033TotalAssetsBOYAmt
Total Assets EOY$9,130,348TotalAssetsEOYAmt
Total Liabilities BOY$2,983,023TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,842,582TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$6,366,010NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,287,766NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionJEWISH FEDERATION OF GREATER HARTFORD IS THE COMMUNITY LEADER AND AGENT OF CHANGE. OUR MISSION IS TO SUPPORT, COORDINATE AND DEVELOP PRIORITY PROGRAM AND SERVICES THAT WELCOME ALL JEWISH FAMILIES; BRING UNIQUE JEWISH EDUCATING AND LEADERSHIP TRAINING TO GREATER HARTFORD; IMPROVE THE QUALITY OF LIFE FOR THE NEEDIEST IN GREATER HARTFORD, ISRAEL AND IN JEWISH COMMUNITIES WORLDWIDE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$7,045,777ExpenseAmt
Grant$5,463,018GrantAmt
Revenue$165,162RevenueAmt
DescPROVIDING 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.Desc
Total Program Service Expenses$7,045,777TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer EntYes (1)BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document22IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee34EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members27GoverningBodyVotingMembersCnt
Independent Voting Member26IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHERYL WOLMERBusinessNameLine1
FieldValueIRS element (for citing)
Phone8602324483PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 BLOOMFIELD AVENUEAddressLine1
CityWEST HARTFORDCity
StateCTState
ZIP Code06117ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
ALAN NATHAN
ASSISTANT TREASURER0.50Yes (X)Yes (X)$0$0$0
ALAN ROSENBERG
DIRECTOR0.50Yes (X)$0$0$0
ANN PAVA
DIRECTOR0.50Yes (X)$0$0$0
ANNE MARTHA PITEGOFF
VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
BRAD MONDSCHEIN
ASSISTANT SECRETARY0.50Yes (X)Yes (X)$0$0$0
CARY LAKENBACH
ASSISTANT TREASURER0.50Yes (X)Yes (X)$0$0$0
CATHRINE F SCHWARTZ
PRESIDENT AND CEO40.00Yes (X)Yes (X)$209,974$0$21,723
CYRAL SHELDON
DIRECTOR0.50Yes (X)$0$0$0
DAVID MILLER
DIRECTOR0.50Yes (X)$0$0$0
DR SIDNEY ULREICH
DIRECTOR0.50Yes (X)$0$0$0
ERIC M ZACHS
VICE CHAIR1.00Yes (X)Yes (X)$0$0$0
ETHAN GOLDMAN
TREASURER0.50Yes (X)Yes (X)$0$0$0
GARY STARR
VICE CHAIR0.50Yes (X)Yes (X)$0$0$0
HENRY M ZACHS
DIRECTOR0.50Yes (X)$0$0$0
JESSICA FISH
DIRECTOR0.50Yes (X)$0$0$0
JODI SCHWARTZ
DIRECTOR0.50Yes (X)$0$0$0
JUDITH K RESNICK
DIRECTOR0.50Yes (X)$0$0$0
JUDITH ROSENTHAL
DIRECTOR0.50Yes (X)$0$0$0
JUDITH SCHLOSSBERG
CHAIR EMERITUS4.00Yes (X)Yes (X)$0$0$0
JULIE SPIVAK
DIRECTOR0.50Yes (X)$0$0$0
LAURI MILLER
DIRECTOR0.50Yes (X)$0$0$0
LAURIE MANDELL
VICE CHAIR0.50Yes (X)Yes (X)$0$0$0
RANDI PIAKER
SECRETARY0.50Yes (X)Yes (X)$0$0$0
ROBERT YASS
CHAIR OF THE BOARD5.00Yes (X)Yes (X)$0$0$0
SHARI CANTOR
DIRECTOR0.50Yes (X)$0$0$0
TED FICHTENHOLTZ
DIRECTOR0.50Yes (X)$0$0$0
CHERYL WOLMER
VP AND CFO40.00Yes (X)$77,242$0$24,684
ELIZABETH APPLEMAN
VP OF DEVELOPMENT40.00Yes (X)$109,343$0$25,715
STEPHEN BAYER
SR VP & CHIEF PROGRAM OFFICER30.00Yes (X)$21,914$0$22,400
FieldValueIRS element (for citing)
Total Reportable Comp From Org$418,473TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$94,522TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K3IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$7,859,972AllOtherContributionsAmt
Noncash Contributions$3,514,719NoncashContributionsAmt
Total Contributions$7,859,972TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
LITERACY AND EDUCATION611710$64,846$64,846
COMMISSION ON JEWISH E611710$54,818$54,818
FieldValueIRS element (for citing)
Total Program Service Revenue$119,664TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,903TotalRevenueColumnAmt
Exclusion$4,903ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$45,498TotalRevenueColumnAmt
Related Or Exempt Func Income$45,498RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$45,498OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,030,037TotalRevenueColumnAmt
Related Or Exempt Func Income$165,162RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$4,903ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$5,412,393TotalAmt
Program Services$5,412,393ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$50,625TotalAmt
Program Services$50,625ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$545,406TotalAmt
Program Services$312,073ProgramServicesAmt
Management And General$90,794ManagementAndGeneralAmt
Fundraising$142,539FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$871,203TotalAmt
Program Services$498,532ProgramServicesAmt
Management And General$137,519ManagementAndGeneralAmt
Fundraising$235,152FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$9,507TotalAmt
Program Services$5,438ProgramServicesAmt
Management And General$1,970ManagementAndGeneralAmt
Fundraising$2,099FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$61,539TotalAmt
Program Services$35,197ProgramServicesAmt
Management And General$12,754ManagementAndGeneralAmt
Fundraising$13,588FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$107,682TotalAmt
Program Services$61,589ProgramServicesAmt
Management And General$22,317ManagementAndGeneralAmt
Fundraising$23,776FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$6,591TotalAmt
Management And General$6,591ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$23,550TotalAmt
Management And General$23,550ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$3,012TotalAmt
Fundraising$3,012FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$20,000TotalAmt
Management And General$20,000ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$77,493TotalAmt
Program Services$58,120ProgramServicesAmt
Fundraising$19,373FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$27,652TotalAmt
Program Services$12,389ProgramServicesAmt
Management And General$1,285ManagementAndGeneralAmt
Fundraising$13,978FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$82,249TotalAmt
Program Services$52,639ProgramServicesAmt
Management And General$6,580ManagementAndGeneralAmt
Fundraising$23,030FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$13,021TotalAmt
Program Services$4,845ProgramServicesAmt
Management And General$321ManagementAndGeneralAmt
Fundraising$7,855FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,253TotalAmt
Program Services$1,253ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$254,360TotalAmt
Program Services$162,790ProgramServicesAmt
Management And General$20,349ManagementAndGeneralAmt
Fundraising$71,221FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$8,567TotalAmt
Program Services$5,483ProgramServicesAmt
Management And General$685ManagementAndGeneralAmt
Fundraising$2,399FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
PROGRAM EXPENSES$215,790$215,790
DIRECT CAMPAIGN EXPENSE$172,110$87,561$84,549
MISSIONS TO ISRAEL$50,104$25,052$25,052
DATA PROCESSING$27,967$9,229$17,340$1,398

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$53,220TotalAmt
Program Services$34,779ProgramServicesAmt
Management And General$90ManagementAndGeneralAmt
Fundraising$18,351FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$8,095,294TotalAmt
Program Services$7,045,777ProgramServicesAmt
Management And General$346,203ManagementAndGeneralAmt
Fundraising$703,314FundraisingAmt
FieldValueIRS element (for citing)
Joint CostsYes (X)JointCostsInd

Total Joint Costs TotalJointCostsGrp

FieldValueIRS element (for citing)
Total$850,867TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,039,562BOYAmt
EOY$835,221EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,218,757BOYAmt
EOY$2,407,842EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$122,039BOYAmt
EOY$200,690EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$7,961,473LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,696,516LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$5,470,484BOYAmt
EOY$5,264,957EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$5,200BOYAmt
EOY$5,200EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$492,991BOYAmt
EOY$416,438EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$9,349,033BOYAmt
EOY$9,130,348EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$146,002BOYAmt
EOY$225,905EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$2,674,826BOYAmt
EOY$2,442,625EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$32,079BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$130,116BOYAmt
EOY$174,052EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,983,023BOYAmt
EOY$2,842,582EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,757,713BOYAmt
EOY$5,610,721EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$608,297BOYAmt
EOY$677,045EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$6,366,010BOYAmt
EOY$6,287,766EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,349,033BOYAmt
EOY$9,130,348EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$65,257ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$12,987OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,318,136CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,231,123CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,925,522CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,565,321CurrentTaxYearMinus1YearAmt
Current Tax Year$7,859,972CurrentTaxYearAmt
Total$28,900,074TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,318,136CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,231,123CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,925,522CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,565,321CurrentTaxYearMinus1YearAmt
Current Tax Year$7,859,972CurrentTaxYearAmt
Total$28,900,074TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$28,900,074PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$5,628CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,302CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,877CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,469CurrentTaxYearMinus1YearAmt
Current Tax Year$4,903CurrentTaxYearAmt
Total$17,179TotalAmt
FieldValueIRS element (for citing)
Total Support$28,917,253TotalSupportAmt
Gross Receipts Rltd Activities$570,593GrossReceiptsRltdActivitiesAmt
Public Support CY1700.99940PublicSupportCY170Pct
Public Support PY1700.99890PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,202,867OtherCostOrOtherBasisAmt
Depreciation$2,050,460DepreciationAmt
Book Value$5,152,407BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$758,606OtherCostOrOtherBasisAmt
Depreciation$646,056DepreciationAmt
Book Value$112,550BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$5,264,957TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
OTHER LIABILITIES$159,977
LIABILITY UNDER CRT$14,075
FieldValueIRS element (for citing)
Total Liability$174,052TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$8,017,050TotalRevEtcAuditedFinclStmtAmt
Other Revenue-$12,987OtherRevenueAmt
Revenue Not Reported-$12,987RevenueNotReportedAmt
Revenue Subtotal$8,030,037RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$8,030,037TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$8,095,294TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$8,095,294ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$8,095,294TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE FEDERATION HAS NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2014 AND 2013. THE FEDERATION'S U.S. FEDERAL INFORMATION AND STATE RETURNS PRIOR TO FISCAL YEAR 2011 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 -12,987.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (45 entries)

Recipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ASSOCIATION OF JEWISH CEMETERIES
060655482501C(3)$82,375TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
BETH ISRAEL
060692758501C(3)$3,500TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
BIRTHRIGHT ISRAEL
134092050501C(3)$20,000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
CAMPERSHIP PROGRAM ONE HAPPY CAMPER
060655482501C(3)$31,350TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
CRT NUTRITION SITES
060795640501C(3)$5,000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
HEBREW HOME AND HOSPITAL - JEWISH VALUES
060646672501C(3)$86,000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
HEBREW HOME AND HOSPITAL - PASTORAL CARE
060646672501C(3)$40,000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
ISRAEL PROGRAMMING
060655482501C(3)$26,000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
JEWISH ASSOCIATION FOR COMMUNITY LIVING
061068312501C(3)$16,000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
JEWISH FAMILY SERVICES OF GREATER HARTFORD - RENT SUBSIDY
060653062501C(3)$15,000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
JEWISH FAMILY SERVICES OF GREATER HARTFORD - HOLOCAUST PROGRAM
060653062501C(3)$25,000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
JEWISH FAMILY SERVICES OF GREATER HARTFORD - JETS
060653062501C(3)$8,000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
JEWISH FAMILY SERVICES OF GREATER HARTFORD - VOLUNTEER PROGRAM
060653062501C(3)$10,000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
JEWISH FAMILY SERVICES OF GREATER HARTFORD - KOSHER FOOD PANTRY
060653062501C(3)$16,000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
JEWISH FAMILY SERVICES OF GREATER HARTFORD - OLDER ADULT SERVICES
060653062501C(3)$140,000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
JEWISH FAMILY SERVICES OF GREATER HARTFORD - SPECIAL NEEDS PROGRAMMING
060653062501C(3)$25,000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
JEWISH FEDERATION ASSOCIATION OF CONNECTICUT
066002641501C(3)$31,275TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
JEWISH HISTORICAL SOCIETY OF GREATER HARTFORD
061217339501C(3)$10,677TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
JEWISH HISTORICAL SOCIETY OF GREATER HARTFORD - RENT SUBSIDY
061217339501C(3)$5,000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
MANCHESTER ADVISORY
060797859501C(3)$17,000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
MANDELL JEWISH COMMUNITY CENTER - CAMP & YOUTH
060662142501C(3)$60,000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
MANDELL JEWISH COMMUNITY CENTER - EARLY CHILDHOOD
060662142501C(3)$15,000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
MANDELL JEWISH COMMUNITY CENTER - ISRAEL PROGRAMMING
060662142501C(3)$25,000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
MANDELL JEWISH COMMUNITY CENTER - JEWISH ARTS & CULTURE
060662142501C(3)$55,000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
MANDELL JEWISH COMMUNITY CENTER - PJ LIBRARY
060662142501C(3)$55,000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
MANDELL JEWISH COMMUNITY CENTER - SENIORS
060662142501C(3)$20,000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
MANDELL JEWISH COMMUNITY CENTER - SPECIAL NEEDS
060662142501C(3)$2,000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
MIKVEH BESS ISRAEL
411416330501C(3)$1,500TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
MOISHE HOUSE
262599786501C(3)$18,700TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
TRAVEL TO ISRAEL
060655482501C(3)$10,000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
TRINITY COLLEGE HILLEL - SHABBAT & JEWISH HOLIDAYS
060646927501C(3)$3,150TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
UNIVERSITY OF CONNECTICUT HILLEL - SHABBAT & JEWISH HOLIDAYS
066071635501C(3)$20,000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
UNIVERSITY OF CONNECTICUT HILLEL - JUDIAC STUDIES
066071635501C(3)$5,000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
UNIVERSITY OF HARTFORD HILLEL - STUDENT LEADERSHIP DEVELOPMENT
066068500501C(3)$15,000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
UNIVERSITY OF HARTFORD HILLEL - HOLIDAY CELEBRATIONS
066068500501C(3)$15,000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
THE JEWISH FEDERATION OF NORTH AMERICA
131624240501C(3)$575,233TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
DAY SCHOOL INCENTIVE INNOVATION
501C(3)$45,000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
GREENBERG CENTER
501C(3)$5,000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
JEWISH TEEN LEARNING CONNECTION - SCHOLARS
061217339501C(3)$3,000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
JEWISH TEEN LEARNING CONNECTION - CENTRALAWAKENING
061217339501C(3)$23,000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
JEWISH TEEN LEARNING CONNECTION - WOW
061217339501C(3)$24,500TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY
MANDELL JEWISH COMMUNITY CENTER - JCC IN THE VALLEY
060662142501C(3)$18,000TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNI
HEBREW HIGH SCHOOL OF NEW ENGLAND
061455973501C(3)$36,714TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNI
SOLOMON SCHECHTER DAY SCHOOL
060873657501C(3)$155,580TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNI
HEBREW ACADEMY OF GREATER HARTFORD
060665199501C(3)$89,886TO SUPPORT, BUILD, ENHANCE AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNI
FieldValueIRS element (for citing)
Total501c3 Org43Total501c3OrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeHEXAGRAM SCHOLARSHIPSGrantTypeTxt
Recipient7RecipientCnt
Cash Grant$50,625CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
GRANTS TO ORGANIZATIONSTHE 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. THE VICE PRESIDENT OF PLANNING AND COMMUNITY INVESTMENT MEETS WITH ALL PARTNER AGENCIES AN ADDITIONAL THREE TO FOUR TIMES PER YEAR. THERE ARE SENIOR PERSONNEL ASSIGNED AS LIASON TO PARTNER AGENCIES WHO MEET WITH AND OBSERVE THE PROGRAMS.
GRANTS TO INDIVIDUALSTHE FEDERATION AWARDED SCHOLARSHIPS TO INDIVIDUALS WHO MET CERTAIN CRITERIA. PROGRESS IS MONITORED AND THE SCHOLARSHIPS ARE PAID DIRECTLY TO THE INSTITUTION.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonCATHRINE F SCHWARTZPersonNm
TitlePRESIDENT AND CEOTitleTxt
Base Compensation Filing Org$209,200BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$774OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$19,021DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$2,702NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$231,697TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1ATHE TRAVEL FOR COMPANIONS AND SOCIAL CLUB IS SPELLED OUT IN THE PRESIDENT'S CONTRACT AND STATES FOR THE CLUB, 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. FOR TRAVEL THE CONTRACT STATES THAT UPON APPROVAL OF THE CHAIRMAN OF THE BOARD, THE FEDERATION WILL REIMBURSE THE PRESIDENT FOR EXPENSES PERTAINING TO THE PRESIDENT'S SPOUSE IN CONNECTION WITH ATTENDANCE WITH THE PRESIDENT AT NO MORE THAN TWO CONFERENCES OR ASSEMBLIES PER YEAR, ATTENDANCE WITH THE PRESIDENT AT LOCAL FEDERATION ACTIVITIES TO WHICH SPOUSES ARE GENERALLY INVITED AND ACCOMPANYING THE PRESIDENT ON AN ANNUAL MISSION TO ISRAEL, PROVIDED THE OTHER PERSONS IN ATTENDANCE ARE GENERALLY TRAVELING WITH THEIR SPOUSES. THE PRESIDENT HAS NOT MADE USE OF THESE TRAVEL BENEFITS.
PART I, LINE 4THE FEDERATION MAINTAINS A DEFERRED COMPENSATION PLAN FOR CATHRINE SCHWARTZ, PRESIDENT.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (6 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
SHARI CANTOR
BOARD MEMBER OF THE FEDERATION AND RELATED ORGANIZATIONBOARD MEMBER OF HILLEL OF UCONN WHICH RECEIVES ALLOCATIONS FROM THE FEDERATION.0
LAURI MILLER
BOARD MEMBER OF THE FEDERATION AND RELATED ORGANIZATIONBOARD MEMBER OF HILLEL OF UCONN WHICH RECEIVES ALLOCATIONS FROM THE FEDERATION.0
JUDITH ROSENTHAL
BOARD MEMBER OF THE FEDERATION AND RELATED ORGANIZATIONBOARD MEMBER OF OF HEBREW HOME AND HEALTHCARE WHICH RECEIVES ALLOCATIONS FROM THE FEDERATION.0
HENRY ZACHS
BOARD MEMBER OF THE FEDERATION AND CHAIR OF RELATED ORGANIZATIONBOARD MEMBER OF HILLELS OF TRINITY, UCONN AND UNIVERSITY OF HARTFORD WHICH ALL RECEIVE ALLOCATIONS FROM THE FEDERATION.0
BRAD MONDSCHEIN
BOARD MEMBER OF THE FEDERATION AND RELATED ORGANIZATIONBOARD MEMBER OF THE FEDERATION AND OF THE JEWISH COMMUNITY RELATIONS COUNCIL WHICH RECEIVES OPERATING SUPPORT FROM THE FEDERATION.0
CARY LAKENBACH
BOARD MEMBER OF THE FEDERATION AND TREASURER OF A RELATED ORGANIZATIONBOARD MEMBER OF THE FEDERATION AND OF TREASURER OF JFACT WHICH RECEIVES AN ALLOCATION FROM THE FEDERATION.0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution31ContributionCnt
Noncash Contributions Rpt F990$3,514,719NoncashContributionsRptF990Amt
Method Of Determining RevenuesSTOCK PROCEEDSMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 32B:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION MAINTAINS ACCOUNTS WITH VARIOUS FINANCIAL INSTITUTIONS WHICH ARE USED TO LIQUIDATE DONATED SECURITIES.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2SPOUSES, DAVID AND LAURI MILLER, ARE VOTING MEMBERS OF THE BOARD.
FORM 990, PART VI, SECTION B, LINE 11THE 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 12CEVERY DIRECTOR, TRUSTEE, COMMITTEE MEMBER OR SENIOR STAFF EMPLOYEE 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 15THE 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 19INFORMATION 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 -12,987.
FORM 990, PART XII, LINE 2CTHERE HAVE BEEN NO CHANGES TO THE ORGANIZATION'S OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR.

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