JEWISH FEDERATION OF GREATER HARTFORD: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
JEWISH FEDERATION OF GREATER HARTFORD (EIN 06-0655482)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-02-14
IRS object ID
201140459349300859
Schema version
2009v1.7
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)
Timestamp2011-02-14T09:20:33-06:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

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 Date2009-07-01TaxPeriodBeginDate

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
TitlePRESIDENTTitle
Phone8602324483Phone
Date Signed2011-02-12DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone8606333000Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
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 Receipts5421506GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
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 Employees39TotalNbrEmployees
Total Nbr Volunteers420TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year5807329ContributionsGrantsPriorYear
Contributions Grants Current Year5318136ContributionsGrantsCurrentYear
Program Service Revenue Prior Year162849ProgramServiceRevenuePriorYear
Program Service Revenue CY97742ProgramServiceRevenueCY
Investment Income Prior Year16350InvestmentIncomePriorYear
Investment Income Current Year5628InvestmentIncomeCurrentYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year5986528TotalRevenuePriorYear
Total Revenue Current Year5421506TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year3028839GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY2814492GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year1981831SalariesEtcPriorYear
Salaries Etc Current Year1690903SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year613064TotalFundrsngExpCurrentYear
Other Expense Prior Year1137366OtherExpensePriorYear
Other Expenses Current Year1201925OtherExpensesCurrentYear
Total Expenses Prior Year6148036TotalExpensesPriorYear
Total Expenses Current Year5707320TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-161508RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-285814RevenuesLessExpensesCY
Total Assets BOY11634436TotalAssetsBOY
Total Assets EOY11094079TotalAssetsEOY
Total Liabilities BOY4668835TotalLiabilitiesBOY
Total Liabilities EOY4393866TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY6965601NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY6700213NetAssetsOrFundBalancesEOY
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
Expense4749081Expense
Grants2814492Grants
Revenue97742Revenue
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 Expense4749081TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
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 Art1DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109631NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees39NumberOfEmployees
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
Premiums Paid0PremiumsPaid
Form8899 Filed0Form8899Filed
Form1098 C Filed0Form1098CFiled
Excess Business Holdings0ExcessBusinessHoldings
Taxable Distributions0TaxableDistributions
Distribution To Donor0DistributionToDonor
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 (28 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
CATHRINE F SCHWARTZ
PRESIDENT AND CEO40.00XX20277607829
dane Kostin
Chair Emeritus20.00XX000
lisa Fishman
Vice Chair6.00XX000
leigh A Newman
chairman of the board1.00XX000
lee D Pollock
Vice Chair0.50XX000
judith schlossberg
Vice Chair15.00XX000
robert yass
Director0.50XX000
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
jeffrey steinberg
Director0.50XX000
Ethan Goldman
director0.50X000
Julie Spivak
director0.50X000
Randi PIAKER
director5.00X000
Dr Sidney Ulreich
director0.50X000
THOMAS M DIVINE
Director0.50X000
ARNOLD C GREENBERG
Director0.50X000
JONI HARRIS
Director0.50X000
ALAN M MENDELSON
Director0.50X000
LAURI MILLER
Director0.50X000
BRAD MONDSCHEIN
Director0.50X000
LORI YONTEF MATHOG
Director0.50X000
HENRY M ZACHS
Director0.50X000
Cheryl Wolmer
VP AND CFO40.00X68786016062
Elizabeth Appleman
VP of development40.00X104432012613
STEPHEN BAYER
SR VP & CHIEF PROGRAM OF40.00X29115011784
FieldValueIRS element (for citing)
Total Reportable Comp From Org405109TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation48288TotalOtherCompensation
Number Individuals GT100 K2NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Federated Campaigns7473FederatedCampaigns
All Other Contributions5310663AllOtherContributions
Total Contributions5318136TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Literacy and Education6117107203872038
Commission on Jewish E6117102570425704
FieldValueIRS element (for citing)
Total Program Service Revenue97742TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column5628TotalRevenueColumn
Exclusion$5,628ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column5421506TotalRevenueColumn
Related Or Exempt Function Income97742RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$5,628ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total2814492Total
Program Services2814492ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total483427Total
Program Services145079ProgramServices
Management And General120856ManagementAndGeneral
Fundraising217492Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total973465Total
Program Services736266ProgramServices
Management And General103517ManagementAndGeneral
Fundraising133682Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total24870Total
Program Services13833ProgramServices
Management And General5364ManagementAndGeneral
Fundraising5673Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total101177Total
Program Services56275ProgramServices
Management And General21824ManagementAndGeneral
Fundraising23078Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total107964Total
Program Services60049ProgramServices
Management And General23288ManagementAndGeneral
Fundraising24627Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total4655Total
Management And General4655ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total24000Total
Management And General24000ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total46112Total
Program Services34554ProgramServices
Management And General219ManagementAndGeneral
Fundraising11339Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total32028Total
Program Services12703ProgramServices
Management And General1300ManagementAndGeneral
Fundraising18025Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total123867Total
Program Services90117ProgramServices
Management And General7500ManagementAndGeneral
Fundraising26250Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total9210Total
Program Services2497ProgramServices
Management And General89ManagementAndGeneral
Fundraising6624Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total11342Total
Program Services11342ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total381041Total
Program Services243866ProgramServices
Management And General30483ManagementAndGeneral
Fundraising106692Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total7513Total
Program Services4808ProgramServices
Management And General601ManagementAndGeneral
Fundraising2104Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
bad debt exp276705276705
PROGRAM EXPENSES180720180720
DATA PROCESSING285999438143017731
ARTWORK EXPENSE2500025000
CREDIT CARD FEES200741003710037

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total31059Total
Program Services21300ProgramServices
Management And General49ManagementAndGeneral
Fundraising9710Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total5707320Total
Program Services4749081ProgramServices
Management And General345175ManagementAndGeneral
Fundraising613064Fundraising
FieldValueIRS element (for citing)
Joint CostsXJointCosts

Total Joint Costs TotalJointCosts

FieldValueIRS element (for citing)
Total951255Total
Program Services354780ProgramServices
Management And General0ManagementAndGeneral
Fundraising596475Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1259451BOY
EOY1681242EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY3041119BOY
EOY2562751EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY29215BOY
EOY77911EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis7849830LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec1550588LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY6675665BOY
EOY6299242EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY10706BOY
EOY9536EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY618280BOY
EOY463397EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY11634436BOY
EOY11094079EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY65843BOY
EOY129230EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY4108145BOY
EOY3781820EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY494847BOY
EOY482816EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY4668835BOY
EOY4393866EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY6030632BOY
EOY5752501EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY934969BOY
EOY947712EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY6965601BOY
EOY6700213EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY11634436BOY
EOY11094079EOY
FieldValueIRS element (for citing)
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 Years10264887CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years7933341CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years7122522CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year5925753CurrentTaxYearMinus1Year
Current Tax Year5415878CurrentTaxYear
Total36662381Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years10264887CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years7933341CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years7122522CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year5925753CurrentTaxYearMinus1Year
Current Tax Year5415878CurrentTaxYear
Total36662381Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total1997672AmountsSubstContributorsTotal
Public Support Total17034664709PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years115346CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years68994CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years35391CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year16350CurrentTaxYearMinus1Year
Current Tax Year5628CurrentTaxYear
Total241709Total
FieldValueIRS element (for citing)
Total Support36904090TotalSupport
Public Support Pertcentage1700.93930PublicSupportPertcentage170
Public Support Pertcent Prior Year0.83220PublicSupportPertcentPriorYear
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
Depreciation1102924Depreciation
Book Value6099943BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis646963OtherCostOrOtherBasis
Depreciation447664Depreciation
Book Value199299BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings6299242TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescriptionAmountAmount
OTHER LIABILITIES$80,412
LIABILITY UNDER CRT$13,010
line of Credit$389,394
FieldValueIRS element (for citing)
Total Of Amounts482816TotalOfAmounts
Total Revenue5421506TotalRevenue
Total Expenses5707320TotalExpenses
Excess Or Deficit For Year-285814ExcessOrDeficitForYear
Other$20,426OtherAmount
Total Adjustments20426TotalAdjustments
Excess Or Deficit Per FS-265388ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt5441932TotRevenueEtcAuditedFinclStmt
Other Revenues20426OtherRevenues
Revenue Not Rptd F99020426RevenueNotRptdF990
Revenue Subtotal5421506RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9905421506TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt5707320TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal5707320ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9905707320TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Part X:Description of Uncertain Tax Positions Under FIN 48:THE FEDERATION ADOPTED THE NEW ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES GUIDANCE ON JULY 1, 2009. THE ADOPTION OF THAT GUIDANCE DID NOT RESULT IN THE RECOGNITION OF ANY UNRECOGNIZED TAX BENEFITS AND THE FEDERATION HAS NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2010. THE FEDERATION'S U.S. FEDERAL INFORMATION AND STATE RETURNS PRIOR TO FISCAL YEAR 2006 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: 20426.
Part XII, Line 2d - Other Adjustments:Change in value of charitable remainder trust: 20426.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (25 entries)

IRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
Association of Jewish Cemeteries
501c(3)73944To 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)22063To support, build, enhance, and perpetuate jewish life and the jewish community.
Community Renewal Team - nutrition sites
501c(3)14925To support, build, enhance, and perpetuate jewish life and the jewish community.
mandell jewish community center
501c(3)542272To support, build, enhance, and perpetuate jewish life and the jewish community.
hebrew academy of greater hartford
501c(3)169730To support, build, enhance, and perpetuate jewish life and the jewish community.
hebrew high school of new england
501c(3)77150To support, build, enhance, and perpetuate jewish life and the jewish community.
hebrew home and hospital
501c(3)152000To support, build, enhance, and perpetuate jewish life and the jewish community.
Jewish Federation of Greater Hartford - israel programming
501c(3)25000To 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)321090To support, build, enhance, and perpetuate jewish life and the jewish community.
jewish federation association of connecticut
501c(3)27280To support, build, enhance, and perpetuate jewish life and the jewish community.
jewish historical society of greater hartford
501c(3)26100To support, build, enhance, and perpetuate jewish life and the jewish community.
KASHRUTH COMMISSION
501c(3)1475To 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)226821To support, build, enhance, and perpetuate jewish life and the jewish community.
Jewish Federation of Greater Hartford - travel to israel
501c(3)13428To support, build, enhance, and perpetuate jewish life and the jewish community.
TRINITY COLLEGE HILLEL FOUNDATION
501c(3)4000To support, build, enhance, and perpetuate jewish life and the jewish community.
university of connecticut - the center for judaic studies
501c(3)5460To support, build, enhance, and perpetuate jewish life and the jewish community.
university of connecticut hillel foundation
501c(3)15000To support, build, enhance, and perpetuate jewish life and the jewish community.
UNIVERSITY OF HARTFORD - THE MAURICE GREENBERG CENTER FOR JUDAIC STUDIES
501c(3)1000To support, build, enhance, and perpetuate jewish life and the jewish community.
university of hartford and central connecticut state university hillel foun
501c(3)60000To support, build, enhance, and perpetuate jewish life and the jewish community.
yachad greater hartford community high school
501c(3)68000To support, build, enhance, and perpetuate jewish life and the jewish community.
united jewish communities - annual campaign
501c(3)872994To support, build, enhance, and perpetuate jewish life and the jewish community.
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants25TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

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

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1CATHRINE F SCHWARTZBusinessNameLine1
FieldValueIRS element (for citing)
Base Compensation Filing Org202776BaseCompensationFilingOrg
Comp Based On Related Orgs0CompBasedOnRelatedOrgs
Bonus Filing Org0BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org0OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org7829DeferredCompFilingOrg
Deferred Comp Related Orgs0DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org0NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs0NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org210605TotalCompensationFilingOrg
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 4athe federation maintains s deferred compensation plan for Cathrine Schwartz, President. There were no contributions to the plan for the year ended June 30, 2010.

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (10 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
Barbara Fichtenholz
Board member of the Federation and Chair of related organizationBoard member of the Federation and Chair of the Commission on Jewish Education and Leadership which receives 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
Robert b Fishman
Board Member of the Federation and Related OrganizationBoard member of the Federation and the Mandell jewish Community center which receives an allocation 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 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

Works Of Art WorksOfArt

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F99025000NoncashContribsRptdF990
Method Of Determining RevenuesFMVMethodOfDeterminingRevenues

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions6NumberOfContributions
Noncash Contribs Rptd F990282707NoncashContribsRptdF990
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 (5 entries)

IdentifierIdentifierExplanationExplanation
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 2CTHERE HAVE BEEN NO CHANGES MADE TO THE ORGANIZATION'S OVERSIGHT OR SELECTION PROCESSES DURING THE TAX YEAR.

Comments

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