JEWISH FEDERATION OF GREATER HARTFORD: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
JEWISH FEDERATION OF GREATER HARTFORD (EIN 06-0655482)
Tax period
2010-07-01 to 2011-06-30
Filed
2012-04-30
IRS object ID
201241219349300634
Schema version
2010v3.4
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)
Timestamp2012-04-30T14:00:01-05:00Timestamp
Tax Period End Date2011-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1JH COHN LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1180 GLASTONBURY BOULEVARDAddressLine1
CityGLASTONBURYCity
StateCTState
ZIP Code06033ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN060655482EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF GREATER HARTFORDBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJEWINameControl
Phone8602324483Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameCATHRINE F SCHWARTZName
TitlePRESIDENT & CEOTitle
Phone8602324483Phone
Date Signed2012-04-12DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone8606333000Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonCATHRINE F SCHWARTZNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1333 BLOOMFIELD AVENUEAddressLine1
CityWEST HARTFORDCity
StateCTState
ZIP Code06117ZIPCode
FieldValueIRS element (for citing)
Gross Receipts6360136GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.JEWISHHARTFORD.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1945YearFormation
State Legal DomicileCTStateLegalDomicile
Activity Or Mission DescriptionTHE MISSION OF THE FEDERATION IS TO ENHANCE, BUILD AND PERPETUATE JEWISH LIFE IN GREATER HARTFORD, IN ISRAEL AND AROUND THE WORLD. THE FEDERATION RAISES FUNDS TO SUPPORT JEWISH PROGRAMS AND SERVICES.ActivityOrMissionDescription
Nbr Voting Members Governing Body25NbrVotingMembersGoverningBody
Nbr Independent Voting Members24NbrIndependentVotingMembers
Total Nbr Employees37TotalNbrEmployees
Total Nbr Volunteers420TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year5318136ContributionsGrantsPriorYear
Contributions Grants Current Year6231123ContributionsGrantsCurrentYear
Program Service Revenue Prior Year97742ProgramServiceRevenuePriorYear
Program Service Revenue CY125711ProgramServiceRevenueCY
Investment Income Prior Year5628InvestmentIncomePriorYear
Investment Income Current Year3302InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year5421506TotalRevenuePriorYear
Total Revenue Current Year6360136TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year2814492GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY3504947GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year1690903SalariesEtcPriorYear
Salaries Etc Current Year1598429SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year654253TotalFundrsngExpCurrentYear
Other Expense Prior Year1201925OtherExpensePriorYear
Other Expenses Current Year1185222OtherExpensesCurrentYear
Total Expenses Prior Year5707320TotalExpensesPriorYear
Total Expenses Current Year6288598TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-285814RevenuesLessExpensesPriorYear
Revenues Less Expenses CY71538RevenuesLessExpensesCY
Total Assets BOY11094079TotalAssetsBOY
Total Assets EOY10595991TotalAssetsEOY
Total Liabilities BOY4393866TotalLiabilitiesBOY
Total Liabilities EOY3756661TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY6700213NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY6839330NetAssetsOrFundBalancesEOY
Mission DescriptionTO BE THE CENTRAL JEWISH COMMUNITY ORGANIZATION IN THE GREATER HARTFORD AREA FOR SOLICITING, COLLECTING, ALLOCATING, COORDINATING AND DISTRIBUTING FUNDS RECEIVED FROM ITS CONTRIBUTORS FOR THE PURPOSES OF PRESERVING AND ENRICHING JEWISH PEOPLE.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense5326881Expense
Grants3504947Grants
Revenue125711Revenue
DescriptionSUPPORT OF LOCAL, NATIONAL AND OVERSEAS JEWISH PHILANTHROPIC AGENCIES; AND TO ENHANCE, BUILD AND PERPETUATE JEWISH LIFE IN GREATER HARTFORD, IN ISRAEL, AND AROUND THE WORLD.Description
Total Program Service Expense5326881TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp1OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109625NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees37NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members25NbrVotingGoverningBodyMembers
Number Independent Voting Members24NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledCTStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1CHERYL WOLMERBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number8602324483TelephoneNumber

Address US AddressUS

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

Form990 Part VII Section A Form990PartVIISectionA (30 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
CATHRINE F SCHWARTZ
PRESIDENT AND CEO40.00XX209229012415
LISA FISHMAN
VICE CHAIR5.00XX000
LEIGH A NEWMAN
CHAIRMAN OF THE BOARD1.00XX000
LEE D POLLOCK
VICE CHAIR0.50XX000
JUDITH SCHLOSSBERG
1ST VICE CHAIR0.50XX000
ROBERT YASS
DIRECTOR0.50X000
NEIL KOCHEN
TREASURER0.50XX000
RAYMOND S WEINSTEIN
ASSISTANT TREASURER0.50XX000
JUDITH K RESNICK
SECRETARY0.50XX000
TED FICHTENHOLTZ
DIRECTOR0.50XX000
THEODORE N KAPLAN
VICE CHAIR0.50XX000
DANE KOSTIN
CHAIR EMERITUS0.50XX000
JEFFREY STEINBERG
DIRECTOR0.50XX000
ETHAN GOLDMAN
ASSISTANT TREASURER0.50XX000
JULIE SPIVAK
DIRECTOR0.50X000
RANDI PIAKER
DIRECTOR0.50X000
DR SIDNEY ULREICH
DIRECTOR0.50X000
THOMAS M DIVINE
DIRECTOR0.50X000
ARNOLD C GREENBERG
DIRECTOR0.50X000
JONI HARRIS
DIRECTOR0.50X000
CARY LAKENBACH
DIRECTOR0.50X000
ALAN M MENDELSON
DIRECTOR0.50X000
LAURI MILLER
DIRECTOR0.50X000
BRAD MONDSCHEIN
DIRECTOR0.50X000
DEBBIE KRITZMAN
DIRECTOR0.50X000
HENRY M ZACHS
DIRECTOR0.50X000
JUDITH ROSENTHAL
VICE CHAIR0.50XX000
CHERYL WOLMER
VP AND CFO40.00X70727020879
ELIZABETH APPLEMAN
VP OF DEVELOPMENT40.00X108823011294
STEPHEN BAYER
SR VP & CHIEF PROGRAM OFFI40.00X23418015987
FieldValueIRS element (for citing)
Total Reportable Comp From Org412197TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation60575TotalOtherCompensation
Number Individuals GT100 K2NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1WELLSPRINGBusinessNameLine1

Address Of Contractor AddressOfContractor

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1198 AMITY RD 2ND FLOORAddressLine1
CityWOODBRIDGECity
StateCTState
ZIP Code06525ZIPCode
FieldValueIRS element (for citing)
Description Of ServicesCONSULTING SERVICESDescriptionOfServices
Compensation161000Compensation
FieldValueIRS element (for citing)
Number Of Contractors GT100 K1NumberOfContractorsGT100K
All Other Contributions6231123AllOtherContributions
Total Contributions6231123TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
LITERACY AND EDUCATION6117108538285382
COMMISSION ON JEWISH E6117104032940329
FieldValueIRS element (for citing)
Total Program Service Revenue125711TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column3302TotalRevenueColumn
Exclusion$3,302ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column6360136TotalRevenueColumn
Related Or Exempt Function Income125711RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$3,302ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total3504947Total
Program Services3504947ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total505926Total
Program Services300405ProgramServices
Management And General70964ManagementAndGeneral
Fundraising134557Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total857397Total
Program Services504559ProgramServices
Management And General124804ManagementAndGeneral
Fundraising228034Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total29058Total
Program Services16386ProgramServices
Management And General6333ManagementAndGeneral
Fundraising6339Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total105710Total
Program Services59611ProgramServices
Management And General30307ManagementAndGeneral
Fundraising15792Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total100338Total
Program Services59578ProgramServices
Management And General14074ManagementAndGeneral
Fundraising26686Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total122Total
Management And General122ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total730Total
Management And General730ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total20800Total
Management And General20800ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total48745Total
Program Services34782ProgramServices
Management And General296ManagementAndGeneral
Fundraising13667Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total32354Total
Program Services12920ProgramServices
Management And General1321ManagementAndGeneral
Fundraising18113Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total112771Total
Program Services83016ProgramServices
Management And General6612ManagementAndGeneral
Fundraising23143Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total10511Total
Program Services3141ProgramServices
Management And General93ManagementAndGeneral
Fundraising7277Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total15133Total
Program Services15133ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total365902Total
Program Services234176ProgramServices
Management And General29274ManagementAndGeneral
Fundraising102452Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total6937Total
Program Services4440ProgramServices
Management And General555ManagementAndGeneral
Fundraising1942Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesFundraisingFundraisingManagement And GeneralManagementAndGeneral
BAD DEBT EXP211300211300
PROGRAM EXPENSES207406207406
DIRECT CAMPAIGN EXPENSE702883162938659
DATA PROCESSING228567542141711143
CREDIT CARD FEES212061060310603

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total38161Total
Program Services25307ProgramServices
Management And General36ManagementAndGeneral
Fundraising12818Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total6288598Total
Program Services5326881ProgramServices
Management And General307464ManagementAndGeneral
Fundraising654253Fundraising
FieldValueIRS element (for citing)
Joint CostsXJointCosts

Total Joint Costs TotalJointCosts

FieldValueIRS element (for citing)
Total936369Total
Program Services0ProgramServices
Management And General0ManagementAndGeneral
Fundraising936369Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1681242BOY
EOY1313853EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY2562751BOY
EOY2489149EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY77911BOY
EOY75354EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis7857816LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec1916490LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY6299242BOY
EOY5941326EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY9536BOY
EOY411188EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY463397BOY
EOY365121EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY11094079BOY
EOY10595991EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY129230BOY
EOY103120EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY3781820BOY
EOY3218337EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY389394BOY
EOY292086EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY93422BOY
EOY143118EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY4393866BOY
EOY3756661EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY5752501BOY
EOY5839523EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY947712BOY
EOY999807EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY6700213BOY
EOY6839330EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY11094079BOY
EOY10595991EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses71538ReconcilationRevenueExpenses
Reconcilation Other Changes67579ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years7933341CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years7122522CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years5925753CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year5318136CurrentTaxYearMinus1Year
Current Tax Year6231123CurrentTaxYear
Total32530875Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years7933341CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years7122522CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years5925753CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year5318136CurrentTaxYearMinus1Year
Current Tax Year6231123CurrentTaxYear
Total32530875Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total2093578AmountsSubstContributorsTotal
Public Support Total17030437297PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years68994CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years35391CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years16350CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year5628CurrentTaxYearMinus1Year
Current Tax Year3302CurrentTaxYear
Total129665Total
FieldValueIRS element (for citing)
Total Support32660540TotalSupport
Public Support Pertcentage1700.93190PublicSupportPertcentage170
Public Support Pertcent Prior Year0.93930PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis7202867OtherCostOrOtherBasis
Depreciation1339808Depreciation
Book Value5863059BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis654949OtherCostOrOtherBasis
Depreciation576682Depreciation
Book Value78267BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings5941326TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
OTHER LIABILITIES$133,608
LIABILITY UNDER CRT$9,510
FieldValueIRS element (for citing)
Total Of Amounts143118TotalOfAmounts
Total Revenue6360136TotalRevenue
Total Expenses6288598TotalExpenses
Excess Or Deficit For Year71538ExcessOrDeficitForYear
Other$67,579OtherAmount
Total Adjustments67579TotalAdjustments
Excess Or Deficit Per FS139117ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt6427715TotRevenueEtcAuditedFinclStmt
Other Revenues67579OtherRevenues
Revenue Not Rptd F99067579RevenueNotRptdF990
Revenue Subtotal6360136RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9906360136TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt6288598TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal6288598ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9906288598TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X:THE FEDERATION HAS NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2011. THE FEDERATION'S U.S. FEDERAL INFORMATION AND STATE RETURNS PRIOR TO FISCAL YEAR 2007 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAWS AND NEW AUTHORITATIVE RULINGS.
PART XI, LINE 8 - OTHER ADJUSTMENTS:CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 67,579.
PART XII, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN VALUE OF CHARITABLE REMAINDER TURSTS 67,579.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (22 entries)

IRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
ASSOCIATION OF JEWISH CEMETERIES
501C(3)59000TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY.
UNITED JEWISH COMMUNITIES - BIRTHRIGHT ISRAEL
501C(3)20000TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY.
CHAI CENTER - FARMINGTON VALLEY
501C(3)21250TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY.
COMMUNITY RENEWAL TEAM - NUTRITION SITES
501C(3)10000TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY.
MANDELL JEWISH COMMUNITY CENTER
501C(3)463500TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY.
HEBREW ACADEMY OF GREATER HARTFORD
501C(3)170000TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY.
HEBREW HIGH SCHOOL OF NEW ENGLAND
501C(3)71000TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY.
HEBREW HOME AND HOSPITAL
501C(3)140900TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY.
JEWISH FEDERATION OF GREATER HARTFORD - ISRAEL PROGRAMMING
501C(3)28000TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY.
JEWISH ASSOCIATION FOR COMMUNITY LIVING
501C(3)16400TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY.
JEWISH FAMILY SERVICES OF GREATER HARTFORD
501C(3)328362TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY.
JEWISH FEDERATION ASSOCIATION OF CONNECTICUT
501C(3)31275TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY.
JEWISH HISTORICAL SOCIETY OF GREATER HARTFORD
501C(3)23921TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY.
MANCHESTER ADVISORY
501C(3)17000TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY.
MIKVEH BESS ISRAEL
501C(3)1500TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY.
SOLOMON SCHECHTER DAY SCHOOL
501C(3)227000TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY.
JEWISH FEDERATION OF GREATER HARTFORD - TRAVEL TO ISRAEL
501C(3)13500TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY.
TRINITY COLLEGE HILLEL FOUNDATION
501C(3)5000TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY.
UNIVERSITY OF CONNECTICUT HILLEL FOUNDATION
501C(3)17500TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY.
UNIVERSITY OF HARTFORD AND CENTRAL CONNECTICUT STATE UNIVERSITY HILLEL FOUN
501C(3)50000TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY.
YACHAD GREATER HARTFORD COMMUNITY HIGH SCHOOL
501C(3)52000TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY.
YOUTH PROGRAM FUNDING-REFORMED CONGREGATIONS
501C(3)3000TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsXTravelForCompanions
Club Dues Or FeesXClubDuesOrFees
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan1SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonCATHRINE F SCHWARTZNamePerson
Base Compensation Filing Org209229BaseCompensationFilingOrg
Comp Based On Related Orgs0CompBasedOnRelatedOrgs
Bonus Filing Org0BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org0OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org12415DeferredCompFilingOrg
Deferred Comp Related Orgs0DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org0NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs0NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org221644TotalCompensationFilingOrg
Total Compensation Related Orgs0TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

Return ReferenceReturnReferenceExplanationExplanation
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 4BTHE FEDERATION MAINTAINS A DEFERRED COMPENSATION PLAN FOR CATHRINE SCHWARTZ, PRESIDENT. THE CONTRIBUTIONS TO THE PLAN FOR THE YEAR ENDED JUNE 30, 2011 WAS $10,000.

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (8 entries)

RelationshipRelationshipDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
LEIGH NEWMAN
CHAIRMAN OF THE FEDERATION AND BOARD MEMBER OF RELATED ORGANIZATIONSCHAIRMAN OF THE FEDERATION AND BOARD MEMBER OF ALL THE ORGANIZATION'S WHICH RECEIVE ALLOCATIONS FROM THE FEDERATION.0
THEODORE FICHTENHOLTZ
BOARD MEMBER OF THE FEDERATION AND RELATED ORGANIZATIONS.BOARD MEMBER OF THE FEDERATION, THE HARTFORD HILLEL AND THE COMMISSION ON JEWISH EDUCATION AND LEADERSHIP OF WHICH BOTH RECEIVE AN ALLOCATION FROM THE FEDERATION.0
LISA FISHMAN
BOARD MEMBER OF THE FEDERATION AND RELATED ORGANIZATIONS.BOARD MEMBER OF THE FEDERATION, THE SOLOMON SCHECHTER DAY SCHOOL, THE JEWISH COMMUNITY RELATIONS COUNCIL, AND THE COMMISSION ON JEWISH EDUCATION AND LEADERSHIP OF WHICH RECEIVE ALLOCATIONS FROM THE FEDERATION.0
THEODORE KAPLAN
BOARD MEMBER OF THE FEDERATION AND RELATED ORGANIZATIONBOARD MEMBER OF THE FEDERATION AND OF THE MANDELL JEWISH COMMUNITY CENTER WHICH RECEIVES AN ALLOCATION FROM THE FEDERATION.0
JUDITH RESNICK
BOARD MEMBER OF THE FEDERATION RELATED TO OFFICER AT RELATED ORGANIZATIONBOARD MEMBER OF THE FEDERATION WHO'S SPOUSE IS THE CFO OF THE MANDELL JEWISH COMMUNITY CENTER WHICH RECEIVES AN ALLOCATION FROM THE FEDERATION.0
ROBERT YASS
BOARD MEMBER OF THE FEDERATION AND RELATED ORGANIZATIONBOARD MEMBER OF THE FEDERATION AND OF THE JEWISH COMMUNITY RELATIONS COUNCIL WHICH RECEIVES AN ALLOCATION 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 THE FEDERATION.0
THOMAS DIVINE
BOARD MEMBER OF THE FEDERATION AND CHAIR OF RELATED ORGANIZATIONBOARD MEMBER OF THE JEWISH COMMUNITY FOUNDATION, SOLOMON SCHECHTER DAY SCHOOL AND HEBREW HEALTH CARE WHICH ALL RECEIVE ALLOCATIONS FROM THE FEDERATION.0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions91NumberOfContributions
Noncash Contribs Rptd F9901766372NoncashContribsRptdF990
Method Of Determining RevenuesSTOCK PROCEEDSMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
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.
EVERY 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 12C
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 B, LINE 15
INFORMATION REGARDING GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS IS AVAILABLE TO THE PUBLIC UPON REQUEST.FORM 990, PART VI, SECTION C, LINE 19
CHANGES IN NET ASSETS OR FUND BALANCES:CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 67,579. TOTAL TO FORM 990, PART XI, LINE 5: 67,579.FORM 990, PART XI, LINE 5:
THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.FORM 990, PART XII, LINE 2C.

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.