Totals
- Total revenue
- $845,057
- Total expenses
- $1,398,034
- Contributions and grants received
- $139,865
- Grants paid
- $414,716
- Program service revenue
- $11,387
- Investment income
- $414,347
- Other revenue
- $279,458
- Total assets, end of year
- $24,806,467
- Total liabilities, end of year
- $4,227,801
- Net assets or fund balances, end of year
- $20,578,666
- Program services expenses (Part IX)
- $878,923
- Management and general expenses
- $448,873
- Fundraising expenses
- $70,238
- Program service expenses (Part III)
- $878,923
Program services were 62.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$139,865
-
2a · Program service revenue: VARIOUS PROGRAMS
total $11,387 · related or exempt $11,387
-
3 · Investment income
total $604,485 · excluded $604,485
-
7a · Gross sales of assets other than inventory
securities $3,789,241
-
7b · Less cost or other basis and sales expenses
securities $3,979,379
-
7c · Gain or loss
securities -$190,138
-
7d · Net gain or loss
total -$190,138 · excluded -$190,138
-
11a · Other revenue: PHILINTHROPIC FD MGMT
total $279,458 · related or exempt $279,458
-
11e · Other revenue, total
$279,458
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $284,833 · program services $284,833
-
2 · Grants to domestic individuals
total $129,883 · program services $129,883
-
7 · Other salaries and wages
total $256,085 · program services $188,654 · management and general $45,002 · fundraising $22,429
-
9 · Other employee benefits
total $1,658 · program services $1,222 · management and general $291 · fundraising $145
-
10 · Payroll taxes
total $26,394 · program services $19,444 · management and general $4,638 · fundraising $2,312
-
11b · Fees: legal
total $4,958 · management and general $4,958
-
11c · Fees: accounting
total $20,855 · program services $15,179 · management and general $1,251 · fundraising $4,425
-
11f · Fees: investment management
total $367,574 · management and general $367,574
-
12 · Advertising and promotion
total $18,889 · program services $18,051 · management and general $838
-
13 · Office expenses
total $15,675 · program services $10,133 · management and general $2,573 · fundraising $2,969
-
14 · Information technology
total $9,842 · program services $5,943 · management and general $3,187 · fundraising $712
-
16 · Occupancy
total $105,000 · program services $87,570 · management and general $5,250 · fundraising $12,180
-
17 · Travel
total $1,237 · program services $274 · management and general $332 · fundraising $631
-
19 · Conferences, conventions and meetings
total $1,634 · program services $1,482 · management and general $76 · fundraising $76
-
22 · Depreciation, depletion and amortization
total $902 · program services $600 · management and general $151 · fundraising $151
-
24a · Other expenses: CONSULTING
total $49,205 · program services $41,037 · management and general $2,460 · fundraising $5,708
-
24b · Other expenses: PROGRAM SERVICES
total $32,555 · program services $32,555
-
24c · Other expenses: DUES & SUBSCRIPTION
total $17,731 · program services $15,339 · management and general $2,392
-
24d · Other expenses: OTHER PROFESSIONAL FEES
total $17,043 · program services $12,852 · management and general $2,622 · fundraising $1,569
-
24e · All other expenses
total $36,081 · program services $13,872 · management and general $5,278 · fundraising $16,931
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $536,850 · end of year $387,713
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $21,328
-
4 · Accounts receivable
beginning of year $23,345 · end of year $12,334
-
9 · Prepaid expenses and deferred charges
beginning of year $7,157 · end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$83,665
-
10b · Land, buildings and equipment: accumulated depreciation
$81,592
-
10c · Land, buildings and equipment, net
beginning of year $1,726 · end of year $2,073
-
11 · Investments: publicly traded securities
beginning of year $22,468,283 · end of year $23,854,816
-
12 · Investments: other securities
beginning of year $583,367 · end of year $528,203
-
17 · Accounts payable and accrued expenses
beginning of year $53,112 · end of year $41,966
-
18 · Grants payable
beginning of year $235,615 · end of year $200,883
-
19 · Deferred revenue
beginning of year $8,213 · end of year $22,766
-
21 · Escrow or custodial account liability
beginning of year $3,674,440 · end of year $3,959,193
-
25 · Other liabilities
beginning of year $5,105 · end of year $2,993
-
27 · Net assets without donor restrictions
beginning of year $2,546,617 · end of year $2,647,573
-
28 · Net assets with donor restrictions
beginning of year $17,097,626 · end of year $17,931,093
Mission and programs · 2022
Mission
THE ORGANIZATION PROVIDES HUMANITARIAN AID LOCALLY, IN ISRAEL AND OVERSEAS. OUR FUNDING PROVIDES RESCUE, RELIEF AND REHABILITATION REGARDLESS OF AGE, ETHNICITY OR RELIGION. WE PERFORM THESE PROGRAMS AND SERVICES WITHIN JEWISH TRADITION AND CULTURE.
Activities or mission (Part I)
THE JEWISH FEDERATION OF WESTERN CT SUPPORTS JEWS LOCALLY, IN ISRAEL AND WORLDWIDE ACCORDING TO THE PRINCIPLES OF TZEDAKAH(SOCIAL JUSTICE); CHESED(CARING AND COMPASSION); TORAH(JEWISH LEARNING; AND TIKUM OLAM(REPAIRING THE WORLD).
-
ENDOWMENT GRANTS, GRANTS TO OTHER JEWISH CHARITIES SUCH AS COUNCIL OF JEWISH FEDERATIONS AND LOCAL SYNOGOGUE.
Expenses $529,230 · Grants $414,716
-
COMMUNITY WIDE PROGRAMS ARE EDUCATIONAL AND ENTERTAINING. FOCUS IS ON THE AGING COMMUNITY AND THE ISSUES THEY FACE. PROGRAMS AND SERVICES ARE OPEN TO ALL RELIGIOUS ETHNICITIES AND RACES.
Expenses $349,693 · Revenue $290,845
As filed on the 2022 return.
Listed in Part VII
-
ROY WALZER
1ST VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5
-
PAULINE ZIMMERMAN
PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5
-
ERIC ALBERT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
RACHEL ALBERT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
MATT MAGIDA
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
-
CHAIM GERWIRTZMEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
GARY D JONES
EXECUTIVE DIRECTOR
- Total calculated
- $112,143
- From this org
- $112,143
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
LISA MILLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
JEWISH FEDERATION OF NORTH AMERICA
$105,500
EDUCATION & COMMUNITY OUTREACH PROGRAMS
-
$53,000
EDUCATION GRANT & CAMPERSHIP GRANT
-
$12,500
EDUCATION
-
$11,000
EDUCATION
-
FOOD DRIVE
-
$8,500
SUMMER ACADEMIES FOR CHILDREN
-
$8,000
BEHAVORIAL HEALTH
-
$7,500
YOUTH COUNSELING
-
$7,000
EDUCATION
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · OWNS AND OPERATES A FACILITY USED FOR RELIGIOUS AND CHARITABLE PURPOSES · CT
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 2 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202401289349301920
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