2025-07-15T12:27:19-05:00 2024-08-31 872525370 CITRIN COOPERMAN ADVISORS LLC ONE BRADLEY ROAD BUILDING 600 WOODBRIDGE CT 06525 990 2023-09-01 060647025 THE JEWISH FEDERATION OF GREATER NEW HAVEN INC JEWI 2033872424 360 AMITY ROAD WOODBRIDGE CT 06525 MICHAEL FLORA CHIEF FINANCIAL OFFICER 2033872424 2025-07-15 1 0 JEFFREY A TEPLITZKY P00275166 2033870852 2025-07-15 2023 2025-03-06 01:10:19Z MICHAEL FLORA 360 AMITY ROAD WOODBRIDGE CT 06525 10783149 0 X WWW.JEWISHNEWHAVEN.ORG X 1948 CT TO COORDINATE PLANNING, PROGRAMMING AND FUNDRAISING FOR THE JEWISH COMMUNITY OF GREATER NEW HAVEN ,CONNECTICUT 50 50 349 0 0 0 5190503 5512978 3711258 4688244 35195 96492 739826 485435 9676782 10783149 984882 914986 0 0 5603348 6119013 0 0 235223 3399530 3936240 9987760 10970239 -310978 -187090 17935555 18031370 2411223 2694128 15524332 15337242 X THE JEWISH FEDERATION OF GREATER NEW HAVEN, INC. IS THE CENTRAL PLANNING, FUND-RAISING AND COORDINATING BODY OF THE JEWISH COMMUNITY IN NEW HAVEN COUNTY,CONNECTICUT. THE JEWISH FEDERATION FUNDS A VARIETY OF CONSTITUENT AND BENEFICIARY AGENCIES AND ADMINISTERS THE UJA FEDERATION CAMPAIGN AND THE DEPARTMENT OF JEWISH EDUCATION, THE REFUGEE RESETTLEMENT PROGRAMS AND OTHER ACTIVITIES. THE FEDERATION IS SUPPORTED PRIMARILY THROUGH DONOR CONTRIBUTIONS FROM WITHIN THE COUNTY OF NEW HAVEN, CONNECTICUT. 0 0 914986 914986 657972 TO PROVIDE ALLOCATIONS TO THE UNITED JEWISH COMMUNITIES, OTHER REGIONAL AGENCIES, NATIONAL AGENCIES AND OTHER MISCELLANEOUS RECIPIENTS. 6399751 3893004 THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS TO FUND PROGRAMS WHICH ALLOW THE RESIDENTS OF NEW HAVEN COUNTY,CONNECTICUT TO GROW SOCIALLY AND CULTURALLY. 684635 433664 TO OPERATE THE CENTER FOR JEWISH LIFE AND LEARNING WHICH ENCOMPASSES THE JEWISH TEEN EDUCATION PROGRAM FOR HIGH SCHOOL AGED KIDS, ADULT AND EDUCATION PROGRAMS, IN ADDITION TO VARIOUS OTHER PROGRAMS THAT SERVE THE COMMUNITY OF NEW HAVEN COUNTY,CONNECTICUT. TO OPERATE A REFUGEE RESETTLEMENT PROGRAM, EDER LEADERSHIP INSTITUTE,JTE AND JCRC. 7999372 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 73 0 1 349 1 0 0 0 0 0 0 0 0 0 0 X 50 50 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X X MICHAEL FLORA 2033872424 360 AMITY ROAD WOODBRIDGE CT 06525 JOSEF ADLER HONORARY TRUSTEE 1.00 X 0 0 0 GERALD B BARKER PRESIDENT 1.00 X 0 0 0 LINDA BELL MEMBER 1.00 X 0 0 0 ERIC BROWN CAMP LAURELWOOD PRESIDENT 1.00 X 0 0 0 NANCY COHEN MEMBER 1.00 X 0 0 0 LINDA CEDARBAUM TOWERS CHAIR 1.00 X 0 0 0 DALIA COLEMAN JFS PRESIDENT 1.00 X 0 0 0 JODY ELLANT KING DAVID SOCIETY CHAIR 1.00 X 0 0 0 BARRY ETRA PAST PRESIDENT 1.00 X 0 0 0 RABBI MICHAEL FARBMAN CHAIR, NH BOARD OF RABBIS 1.00 X 0 0 0 STEVEN FLEISCHMAN VP CAMPAIGN & IMMEDIATE PA 1.00 X 0 0 0 GERALD GARCIA MEMBER 1.00 X 0 0 0 STEPHANIE GREEN MEMBER 1.00 X 0 0 0 ALVIN D GREENBERG PAST PRESIDENT 1.00 X 0 0 0 RANDY HARRISON MEMBER 1.00 X 0 0 0 DAVID HASS PRESIDENT ELECT 1.00 X 0 0 0 DONALD S HENDEL PAST PRESIDENT 1.00 X 0 0 0 BETSY HOOS PAST PRESIDENT 1.00 X 0 0 0 JEFFREY HOOS CHAIRMAN/PAST PRESIDENT 1.00 X 0 0 0 SCOTT HUROWITZ FOUNDATION CHAIR 1.00 X 0 0 0 RABBI FRED HYMAN MEMBER 1.00 X 0 0 0 JOEL KARP PAST PRESIDENT 1.00 X 0 0 0 MARVIN LENDER PAST PRESIDENT 1.00 X 0 0 0 SAMI MERIT VP WOMEN'S PHILANTHROPY 1.00 X 0 0 0 MATTHEW NEMERSON MEMBER 1.00 X 0 0 0 CYD OPPENHEIMER EZRA ACADEMY PRESIDENT 1.00 X 0 0 0 HAP PERKINS MEMBER 1.00 X 0 0 0 PAUL PORTNOY CO TREASURER 1.00 X 0 0 0 NORMAN RAVSKI PAST PRESIDENT 1.00 X 0 0 0 MARCIA REITER HONORARY TRUSTEE 1.00 X 0 0 0 CAROL ROBBINS PAST PRESIDENT 1.00 X 0 0 0 STEPHEN L SALTZMAN PAST PRESIDENT 1.00 X 0 0 0 EMILY SANDBERG MEMBER 1.00 X 0 0 0 DAVID R SCHAEFER PAST PRESIDENT 1.00 X 0 0 0 DENA SCHULMAN-GREEN P&A CHAIR 1.00 X 0 0 0 DANA SCHWARTZ SECRETARY 1.00 X 0 0 0 H WILLIAM SHURE PAST PRESIDENT 1.00 X 0 0 0 INA SILVERMAN CO-VP COMMUNITY AFFAIRS 1.00 X 0 0 0 DAVID SIROWICH JCC PRESIDENT 1.00 X 0 0 0 CRAIG SKLAR MEMBER 1.00 X 0 0 0 MARK G SKLARZ PAST PRESIDENT 1.00 X 0 0 0 JEFFREY M SKLARZ CO-TREASURER 1.00 X 0 0 0 JUDY SKOLNICK JOSHUA SOCIETY CHAIR 1.00 X 0 0 0 JAY SOKOLOW JCRC 1.00 X 0 0 0 ABI VAIL MEMBER 1.00 X 0 0 0 STEPHANIE WAIN PAST PRESIDENT 1.00 X 0 0 0 MILTON B WALLACK PAST PRESIDENT 1.00 X 0 0 0 EVAN WYNER VP SECURITIES AND FACILITI 1.00 X 0 0 0 LESLIE ZACKIN PAST PRESIDENT 1.00 X 0 0 0 SCOTT COHEN JCC EXECUTIVE DIRECTOR 40.00 X 172779 0 0 GAYLE SLOSSBERG CEO 40.00 X 220673 0 0 MICHAEL FLORA CHIEF FINANCIAL OFFICER 40.00 X 139074 0 0 532526 0 0 3 0 1 0 0 2038547 3474431 5512978 PROGRAM SERVICE FEES 900099 4445009 4445009 INVESTMENT RETURN 900099 189039 189039 RENTAL INCOME 900099 54196 54196 4688244 96492 96492 OTHER - UNRESTRICTED 900099 485435 485435 485435 10783149 4984640 0 285531 914986 914986 532526 422640 85792 24094 4920343 3771023 1025476 123844 255963 196855 52164 6944 410181 315460 83593 11128 33000 33000 259923 192280 59696 7947 109967 84573 22411 2983 220906 57594 163312 76740 76740 43998 43998 710947 710947 429223 341449 87774 REPAIRS AND MAINTENANCE 811195 623870 165317 22008 PROGRAM EXPENSES 544255 418573 110916 14766 UTILITIES 452334 439955 12379 BANK FEES 198926 143374 55552 44826 23317 21509 10970239 7999372 2735644 235223 2517538 3139736 1116333 1611820 155731 196851 147983 85298 26564259 15710958 11395511 10853301 604092 1939013 2102859 59354 41505 17935555 18031370 717484 1429718 752732 651284 881562 571430 59445 41696 2411223 2694128 X 14717857 14096259 806475 1240983 15524332 15337242 17935555 18031370 -187090 0 X X 0 1 X 1 0 X 1641907 4080399 4499614 5357543 5994860 21574323 1641907 4080399 4499614 5357543 5994860 21574323 21574323 45388 432924 -16133 103833 339727 905739 609794 865475 2128451 434410 4038130 26518192 17439133 0.81360 0.80690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1939013 180275 16429 2102859 1975877 -22109 14755 1939013 1968980 -28631 -35528 1975877 1437419 56997 486944 12340 1968980 1522114 -58645 26050 1437419 0 0 1500000 1500000 13836724 10570527 3266197 8206455 2248056 5958399 2694065 2596645 97420 327015 295730 31285 10853301 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 2102859 F 2102859 OPERATING LEASE LIABILITIES 41696 41696 X PART V, LINE 4: THE INDIVIDUAL CHARITABLE FUNDS HELD BY THE FEDERATION ARE MANAGED BY THE JEWISH FOUNDATION OF GREATER NEW HAVEN. FOR FISCAL YEAR ENDED AUGUST 31, 2022, ALL ENDOWMENT AND DONOR ADVISED FUNDS OWNED BY THE JEWISH FOUNDATION HAVE BEEN REPORTED ON THE TAX RETURN AND AUDITED FINANCIAL STATEMENTS OF THE JEWISH FOUNDATION. THE CHARITABLE FUNDS ARE ADMINISTERED IN ACCORDANCE WITH THE TERMS OF THE GIFT INSTRUMENTS CREATING THEM AND ACCORDING TO THE PROCEDURES FOR THE OPERATION OF ENDOWMENT FUNDS WHICH WAS ADOPTED BY THE JEWISH FOUNDATION. UNRESTRICTED COMMUNITY FUNDS ARE USED TO OPERATE THE JEWISH FOUNDATION AND ARE ALSO ALLOCATED, BY THE JEWISH FEDERATION'S PLANNING AND ALLOCATIONS COMMITTEE, TO EDUCATIONAL, RELIGIOUS AND SOCIAL SERVICE JEWISH AGENCIES AND ORGANIZATIONS IN GREATER NEW HAVEN. GRANTS FROM DONOR ADVISED FUNDS (WHICH CAN ONLY BE MADE TO 501C3 PUBLIC CHARITIES WHICH ARE NOT SUPPORTING OR PRIVATE FOUNDATIONS) ARE MADE UPON THE RECOMMENDATION OF DONORS AND MUST BE VETTED AND APPROVED BY THE JEWISH FOUNDATION FOLLOWING THE PROCEDURES FOR OPERATION OF DONOR ADVISED FUNDS WHICH WERE ADOPTED BY THE JEWISH FOUNDATION OF THE JEWISH FEDERATION OF GREATER NEW HAVEN. TWICE EACH YEAR THE FOUNDATION DISTRIBUTES A LIST OF SELECTED FUNDING REQUESTS TO FUND ADVISORS OF DONOR ADVISED FUNDS THAT INCLUDES A BROAD RANGE OF CHARITABLE PROJECTS. THESE AND OTHER FUNDING IDEAS ARE MADE AVAILABLE ON THE FOUNDATION'S WEBSITE. DISTRIBUTIONS FROM DESIGNATED FUNDS ARE MADE TO CARRY OUT THE CHARITABLE INTENTIONS EXPRESSED BY THE DONORS AT THE TIME THE GIFTS ARE MADE. PART X, LINE 2: MANAGEMENT HAS ADOPTED THE PROVISIONS OF FASB ASC 740 INCOME TAXES, RELATING TO TAX UNCERTAINTIES. AT AUGUST 31, 2022 AND 2021, THERE ARE NO UNCERTAIN TAX POSITIONS. THE FEDERATION WILL CONTINUE TO EVALUATE UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH THE STANDARDS. SCHEDULE D, PART X, SCHEDULE D, PART X - CHARITABLE GIFT ANNUITIES AND CHARITABLE REMAINDER TRUSTS PROGRAMS. REFUNDABLE ADVANCES: AS PART OF OUR AGENCY AND SYNAGOGUES ENDOWMENT PROGRAM, THE FEDERATION HOLDS, ADMINISTERS AND MANAGES CERTAIN CHARITABLE ENDOWMENT FUNDS ESTABLISHED AND OWNED BY BENEFICIARY AGENCIES OF THE FEDERATION AND LOCAL SYNAGOGUES AND JEWISH ORGANIZATIONS AS PART OF A CO-MINGLED INVESTMENT POOL. THESE FUNDS ARE TREATED AS ASSETS AND LIABILITIES ON THE BOOKS OF THE FEDERATION. 1 JEWISH FAMILY SERVICES 1440 WHALLEY AVENUE NEW HAVEN CT 06515 060646692 70000 0 CHARITABLE DISTRIBUTION EZRA ACADEMY 75 RIMMON ROAD WOODBRIDGE CT 06525 060835136 65000 0 CHARITABLE DISTRIBUTION SOUTHERN CT HEBREW ACADEMY 261 DERBY AVENUE ORANGE CT 06477 231352685 65000 0 CHARITABLE DISTRIBUTION CAMP LAURELWOOD 463 SUMMER HILL ROAD MADISON CT 06443 060693092 42000 0 CHARITABLE DISTRIBUTION TOWER ONE INC 18 TOWER LANE NEW HAVEN CT 06519 222572479 61800 0 CHARITABLE DISTRIBUTION BBYO 360 AMITY ROAD WOODBRIDGE CT 06525 311794932 10000 0 CHARITABLE DISTRIBUTION UCONN HILLEL FOUNDATION 54 NORTH EAGLEVILLE ROAD STORRS CT 06268 066070722 9250 0 CHARITABLE DISTRIBUTION JEWISH CEMETERY ASSOC 360 AMITY ROAD WOODBRIDGE CT 06525 205011721 15000 0 CHARITABLE DISTRIBUTION JEWISH FEDERATION ASSOCIATION OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 345989 0 CHARITABLE DISTRIBUTION JEWISH FEDERATION ASSOCIATION OF CONNECTICUT (JFACT) 40 WOODLAND STREET HARTFORD CT 06105 066002641 18300 0 CHARITABLE DISTRIBUTION SLIFKA CENTER AT YALE 80 WALL ST NEW HAVEN CT 06511 061257354 7250 0 CHARITABLE DISTRIBUTION ERUV SOCIETY PO BOX 5043 NEW HAVEN CT 06525 061273981 5400 0 CHARITABLE DISTRIBUTION SOUTHERN CONNECTICUT STATE UNIVERSITY HILLEL DAVIS HALL 012D 501 CRESENT ST NEW HAVEN CT 06515 237208882 5250 0 CHARITABLE DISTRIBUTION PART I, LINE 2: ALLOCATIONS PROCESS THE JEWISH FEDERATION OF GREATER NEW HAVEN ALLOCATES FUNDS ON A YEARLY BASIS TO OTHER RELATED AND NON RELATED NON-PROFIT ORGANIZATIONS THROUGH THE PLANNING AND ALLOCATIONS PROCESS. ELIGIBLE AGENCIES COMPLETE AN APPLICATION FOR FUNDING. THE AGENCY MUST DOCUMENT ITS MISSION, PROGRAMS AND NEED FOR FUNDING. EACH ORGANIZATION MUST SUBMIT ORGANIZATIONAL INFORMATION ABOUT ITS BOARD AND STAFF AND SUBMIT THEIR MOST RECENT FINANCIAL REPORTS AND MOST RECENTLY FILED FORM 990. THEY ALSO NEED TO REPORT ON THE USE OF FUNDS FROM THE PREVIOUS YEAR'S ALLOCATION AND DOCUMENT THEIR RESULTS. A COMMITTEE OF VOLUNTEERS, THE PLANNING & ALLOCATIONS COMMITTEE, REVIEWS APPLICATIONS, MEETS WITH AGENCY REPRESENTATIVES AND DECIDES ON THE DIVISION OF AVAILABLE FUNDS. THEIR RECOMMENDATION IS PRESENTED TO THE BOARD OF DIRECTORS OF THE FEDERATION WHERE IT IS SUBJECT TO QUESTIONS AND CHALLENGE. MAJORITY APPROVAL OF THE PLANNING & ALLOCATIONS COMMITTEE RECOMMENDATIONS IS REQUIRED BEFORE ANY FUNDS ARE DISTRIBUTED. ALLOCATIONS ARE REVIEWED QUARTLERY AND DISTRIBUTED AS NEEDED WITHIN THE QUARTER. X 0 0 0 0 0 0 0 0 0 GAYLE SLOSSBERG CEO 220673 0 0 0 0 0 0 0 0 0 220673 0 0 0 SCOTT COHEN JCC EXECUTIVE DIRECTOR 172779 0 0 0 0 0 0 0 0 0 172779 0 0 0 X 7 71229 BROKERAGE STATEMENTS 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CEO AND EXECUTIVE BOARD. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER AND EACH COMMITTEE MEMBER FILLS OUT A FORM AT THE BEGINNING OF EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE EVALUATIVE PROCESS OF THE CEO IS CONDUCTED ACCORDING TO THE FOLLOWING PROCEDURES: 1. CEO IS EVALUATED IN WRITING ON AN ANNUAL BASIS, AND HAS AN OPPORTUNITY FOR INPUT INTO THE EVALUATION PROCESS. 2. THE CEO AND THE PRESIDENT, IN CONSULTATION WITH THE EXECUTIVE COMMITTEE JOINTLY PREPARES A SET OF ANNUAL OBJECTIVES, WITH ACCOMPANYING PERFORMANCE CRITERIA. 3. AFTER CONSULTATION WITH THE PERSONNEL COMMITTEE CHAIRMAN, THE PRESIDENT PREPARES A WRITTEN EVALUATION OF THE CEO PERFORMANCE, WITH REFERENCE TO THE OBJECTIVES SET FOR THAT YEAR. 4. THE CEO HAS THE OPPORTUNITY TO MEET WITH THE PRESIDENT AND PERSONNEL COMMITTEE CHAIRMAN TO RESPOND TO AND SIGN THE WRITTEN DOCUMENT. HIS/HER RESPONSE IS SHARED WITH THE EXECUTIVE COMMITTEE. IF THERE IS A DISAGREEMENT WHICH CANNOT BE RESOLVED, IT IS BROUGHT TO EITHER THE PERSONNEL COMMITTEE OR A PRESIDENTIAL APPOINTED AD HOC COMMITTEE FOR MEDIATION. THE RESOLUTION IS SHARED WITH THE EXECUTIVE COMMITTEE FOR FINAL APPROVAL. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC FORM 990, PART XII, LINE 2C: PROCESS REMAINS THE SAME