2012-04-30T14:00:01-05:00 2011-06-30 JH COHN LLP 180 GLASTONBURY BOULEVARD GLASTONBURY CT 06033 990 2010-07-01 060655482 JEWISH FEDERATION OF GREATER HARTFORD JEWI 8602324483 333 BLOOMFIELD AVENUE WEST HARTFORD CT 06117 CATHRINE F SCHWARTZ 8602324483 2012-04-12 1 8606333000 2010 2016-02-24 21:20:13Z CATHRINE F SCHWARTZ 333 BLOOMFIELD AVENUE WEST HARTFORD CT 06117 6360136 0 X WWW.JEWISHHARTFORD.ORG X 1945 CT THE 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. 25 24 37 420 0 0 5318136 6231123 97742 125711 5628 3302 0 0 5421506 6360136 2814492 3504947 0 0 1690903 1598429 0 0 654253 1201925 1185222 5707320 6288598 -285814 71538 11094079 10595991 4393866 3756661 6700213 6839330 TO 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. 0 0 5326881 3504947 125711 SUPPORT 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. 5326881 1 1 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 1 1 0 0 0 0 0 0 0 0 0 1 25 0 1 37 1 0 0 0 0 0 0 0 0 0 0 X 25 24 0 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 CATHRINE F SCHWARTZ 40.00 X X 209229 0 12415 LISA FISHMAN 5.00 X X 0 0 0 LEIGH A NEWMAN 1.00 X X 0 0 0 LEE D POLLOCK 0.50 X X 0 0 0 JUDITH SCHLOSSBERG 0.50 X X 0 0 0 ROBERT YASS 0.50 X 0 0 0 NEIL KOCHEN 0.50 X X 0 0 0 RAYMOND S WEINSTEIN 0.50 X X 0 0 0 JUDITH K RESNICK 0.50 X X 0 0 0 TED FICHTENHOLTZ 0.50 X X 0 0 0 THEODORE N KAPLAN 0.50 X X 0 0 0 DANE KOSTIN 0.50 X X 0 0 0 JEFFREY STEINBERG 0.50 X X 0 0 0 ETHAN GOLDMAN 0.50 X X 0 0 0 JULIE SPIVAK 0.50 X 0 0 0 RANDI PIAKER 0.50 X 0 0 0 DR SIDNEY ULREICH 0.50 X 0 0 0 THOMAS M DIVINE 0.50 X 0 0 0 ARNOLD C GREENBERG 0.50 X 0 0 0 JONI HARRIS 0.50 X 0 0 0 CARY LAKENBACH 0.50 X 0 0 0 ALAN M MENDELSON 0.50 X 0 0 0 LAURI MILLER 0.50 X 0 0 0 BRAD MONDSCHEIN 0.50 X 0 0 0 DEBBIE KRITZMAN 0.50 X 0 0 0 HENRY M ZACHS 0.50 X 0 0 0 JUDITH ROSENTHAL 0.50 X X 0 0 0 CHERYL WOLMER 40.00 X 70727 0 20879 ELIZABETH APPLEMAN 40.00 X 108823 0 11294 STEPHEN BAYER 40.00 X 23418 0 15987 412197 0 60575 2 0 1 0 WELLSPRING 198 AMITY RD 2ND FLOOR WOODBRIDGE CT 06525 CONSULTING SERVICES 161000 1 6231123 6231123 LITERACY AND EDUCATION 611710 85382 85382 COMMISSION ON JEWISH E 611710 40329 40329 125711 3302 3302 6360136 125711 0 3302 3504947 3504947 505926 300405 70964 134557 857397 504559 124804 228034 29058 16386 6333 6339 105710 59611 30307 15792 100338 59578 14074 26686 122 122 730 730 20800 20800 48745 34782 296 13667 32354 12920 1321 18113 112771 83016 6612 23143 10511 3141 93 7277 15133 15133 365902 234176 29274 102452 6937 4440 555 1942 BAD DEBT EXP 211300 211300 PROGRAM EXPENSES 207406 207406 DIRECT CAMPAIGN EXPENSE 70288 31629 38659 DATA PROCESSING 22856 7542 1143 14171 CREDIT CARD FEES 21206 10603 10603 38161 25307 36 12818 6288598 5326881 307464 654253 X 936369 0 0 936369 1681242 1313853 2562751 2489149 77911 75354 7857816 1916490 6299242 5941326 9536 411188 463397 365121 11094079 10595991 129230 103120 3781820 3218337 389394 292086 93422 143118 4393866 3756661 X 5752501 5839523 947712 999807 6700213 6839330 11094079 10595991 X 71538 67579 X X 0 1 1 X 0 X 7933341 7122522 5925753 5318136 6231123 32530875 7933341 7122522 5925753 5318136 6231123 32530875 2093578 30437297 68994 35391 16350 5628 3302 129665 32660540 0.93190 0.93930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7202867 1339808 5863059 654949 576682 78267 5941326 OTHER LIABILITIES 133608 LIABILITY UNDER CRT 9510 143118 6360136 6288598 71538 67579 67579 139117 6427715 67579 67579 6360136 0 6360136 6288598 0 6288598 0 6288598 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. 1 ASSOCIATION OF JEWISH CEMETERIES 501C(3) 59000 TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY. UNITED JEWISH COMMUNITIES - BIRTHRIGHT ISRAEL 501C(3) 20000 TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY. CHAI CENTER - FARMINGTON VALLEY 501C(3) 21250 TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY. COMMUNITY RENEWAL TEAM - NUTRITION SITES 501C(3) 10000 TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY. MANDELL JEWISH COMMUNITY CENTER 501C(3) 463500 TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY. HEBREW ACADEMY OF GREATER HARTFORD 501C(3) 170000 TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY. HEBREW HIGH SCHOOL OF NEW ENGLAND 501C(3) 71000 TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY. HEBREW HOME AND HOSPITAL 501C(3) 140900 TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY. JEWISH FEDERATION OF GREATER HARTFORD - ISRAEL PROGRAMMING 501C(3) 28000 TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY. JEWISH ASSOCIATION FOR COMMUNITY LIVING 501C(3) 16400 TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY. JEWISH FAMILY SERVICES OF GREATER HARTFORD 501C(3) 328362 TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY. JEWISH FEDERATION ASSOCIATION OF CONNECTICUT 501C(3) 31275 TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY. JEWISH HISTORICAL SOCIETY OF GREATER HARTFORD 501C(3) 23921 TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY. MANCHESTER ADVISORY 501C(3) 17000 TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY. MIKVEH BESS ISRAEL 501C(3) 1500 TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY. SOLOMON SCHECHTER DAY SCHOOL 501C(3) 227000 TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY. JEWISH FEDERATION OF GREATER HARTFORD - TRAVEL TO ISRAEL 501C(3) 13500 TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY. TRINITY COLLEGE HILLEL FOUNDATION 501C(3) 5000 TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY. UNIVERSITY OF CONNECTICUT HILLEL FOUNDATION 501C(3) 17500 TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY. UNIVERSITY OF HARTFORD AND CENTRAL CONNECTICUT STATE UNIVERSITY HILLEL FOUN 501C(3) 50000 TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY. YACHAD GREATER HARTFORD COMMUNITY HIGH SCHOOL 501C(3) 52000 TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY. YOUTH PROGRAM FUNDING-REFORMED CONGREGATIONS 501C(3) 3000 TO SUPPORT, BUILD, ENHANCE, AND PERPETUATE JEWISH LIFE AND THE JEWISH COMMUNITY. X X 1 1 X X X X 0 1 0 0 0 0 0 0 0 CATHRINE F SCHWARTZ 209229 0 0 0 0 0 12415 0 0 0 221644 0 0 0 PART I, LINE 1A THE 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 4B THE 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. LEIGH NEWMAN CHAIRMAN OF THE FEDERATION AND BOARD MEMBER OF RELATED ORGANIZATIONS CHAIRMAN 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 ORGANIZATION BOARD 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 ORGANIZATION BOARD 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 ORGANIZATION BOARD 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 ORGANIZATION BOARD 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 ORGANIZATION BOARD MEMBER OF THE JEWISH COMMUNITY FOUNDATION, SOLOMON SCHECHTER DAY SCHOOL AND HEBREW HEALTH CARE WHICH ALL RECEIVE ALLOCATIONS FROM THE FEDERATION. 0 X 91 1766372 STOCK PROCEEDS 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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, 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 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 67,579. TOTAL TO FORM 990, PART XI, LINE 5: 67,579. FORM 990, PART XII, LINE 2C. THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.