← JEWISH FAMILY SERVICE OF GREATER HARTFORD INC

Form 990 for tax year 2023

Filed by JEWISH FAMILY SERVICE OF GREATER HARTFORD INC.

Totals

Total revenue: $8,145,455
Total expenses: $8,208,400
Contributions and grants received: $3,375,728
Grants paid: $1,873,331
Program service revenue: $4,719,084
Investment income: $56,511
Other revenue: -$5,868
Total assets, end of year: $3,079,631
Total liabilities, end of year: $884,834
Net assets or fund balances, end of year: $2,194,797
Program services expenses (Part IX): $6,878,308
Management and general expenses: $1,046,326
Fundraising expenses: $283,766
Program service expenses (Part III): $6,878,308

Program services were 83.8% 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.

1c · Fundraising events

$30,690
1e · Government grants (contributions)

$198,892
1f · All other contributions, gifts and grants

$3,146,146
1g · Noncash contributions included above

$12,347
2a · Program service revenue: Home Care Fees

total $4,149,556 · related or exempt $4,149,556
2b · Program service revenue: Clinical Fees

total $569,528 · related or exempt $569,528
3 · Investment income

total $56,511 · excluded $56,511
8a · Fundraising events: gross income

$6,225
8a · Fundraising events: contributions included on line 1c

$30,690
8b · Fundraising events: direct expenses

$12,093
8c · Net income from fundraising events

total -$5,868 · excluded -$5,868

Functional expenses

Part IX, the statement of functional expenses.

2 · Grants to domestic individuals

total $1,873,331 · program services $1,873,331
5 · Compensation of officers, directors and key employees

total $162,996 · program services $136,035 · management and general $20,419 · fundraising $6,542
7 · Other salaries and wages

total $4,562,900 · program services $3,808,140 · management and general $571,619 · fundraising $183,141
9 · Other employee benefits

total $222,991 · program services $133,265 · management and general $76,785 · fundraising $12,941
10 · Payroll taxes

total $405,638 · program services $322,729 · management and general $71,013 · fundraising $11,896
11c · Fees: accounting

total $115,972 · management and general $115,972
11f · Fees: investment management

total $7,017 · management and general $7,017
11g · Fees: other

total $251,100 · program services $193,020 · management and general $28,013 · fundraising $30,067
12 · Advertising and promotion

total $16,048 · program services $11,279 · management and general $41 · fundraising $4,728
13 · Office expenses

total $149,077 · program services $104,234 · management and general $34,945 · fundraising $9,898
14 · Information technology

total $123,432 · program services $83,528 · management and general $33,201 · fundraising $6,703
16 · Occupancy

total $137,909 · program services $74,123 · management and general $56,795 · fundraising $6,991
17 · Travel

total $38,320 · program services $31,486 · management and general $6,780 · fundraising $54
19 · Conferences, conventions and meetings

total $17,450 · program services $14,339 · management and general $3,087 · fundraising $24
20 · Interest

total $1,027 · program services $615 · management and general $319 · fundraising $93
22 · Depreciation, depletion and amortization

total $27,885 · program services $24,746 · management and general $2,462 · fundraising $677
23 · Insurance

total $71,791 · program services $57,699 · management and general $12,808 · fundraising $1,284
24e · All other expenses

total $23,516 · program services $9,739 · management and general $5,050 · fundraising $8,727

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $759,061 · end of year $515,635
2 · Savings and temporary cash investments

beginning of year $336,587 · end of year $1,027,112
3 · Pledges and grants receivable

beginning of year $266,091
4 · Accounts receivable

beginning of year $413,386 · end of year $535,863
9 · Prepaid expenses and deferred charges

beginning of year $68,001 · end of year $60,103
10a · Land, buildings and equipment: cost or other basis

$343,160
10b · Land, buildings and equipment: accumulated depreciation

$293,291
10c · Land, buildings and equipment, net

beginning of year $64,323 · end of year $49,869
12 · Investments: other securities

beginning of year $695,343 · end of year $738,689
15 · Other assets

beginning of year $225,338 · end of year $152,360
17 · Accounts payable and accrued expenses

beginning of year $291,385 · end of year $330,503
19 · Deferred revenue

beginning of year $77,424 · end of year $399,969
25 · Other liabilities

beginning of year $226,838 · end of year $154,362
27 · Net assets without donor restrictions

beginning of year $1,668,760 · end of year $1,781,257
28 · Net assets with donor restrictions

beginning of year $563,723 · end of year $413,540

Mission and programs · 2023

Mission

The mission of Jewish Family Services of Greater Hartford is to enhance and strengthen the quality of life through the Jewish values of caring and compassion. JFS achieves its mission by helping individuals and families progress toward well-being.JFS provides counseling, case management, educational programming, community support services to all in Greater Hartford. Programs include child treatment, individual/family and older adult counseling and psychiatric consultation. Specialized services are offered for Holocaust survivors and adults with special needs. Community programs include Anja Rosenberg Kosher Food Pantry, Money Coach, and other case management programs. JFS is nationally accredited by the Council on Accreditation and state licensed for child/adolescent outpatient and adult outpatient psychiatric services. JFS Care at Home is a registered home care agency.

Activities or mission (Part I)

To enhance and strengthen the quality of life through the Jewish values of caring and compassion.

JFS Care At Home LLC - Program provides in-home companions and CNAs their own homes, apartments, or assisted living facilities. Care at Home helps seniors to live comfortably, safely and independently by providing assistance with personal care, ambulation, light housekeeping, meal preparation, errands, socialization and companionship. JFS Care at Home is registered as a homemaker-companion agency with the Connecticut Department of Consumer Protection.

Expenses $2,923,397 · Grants $4,650 · Revenue $4,149,556
Holocaust Survivors - A program to support Jewish Nazi victims with reimbursement for a limited number of hours of home care, emergency assistance grants, use of the on-site kosher food pantry, and case management services, as well as assistance with bureaucratic processes with Germany regarding reparation payments.

Expenses $2,081,646 · Grants $1,745,399
Clinic - Social workers provide services for children, families, older adults, and people with disabilities both in the office and through telehealth. Many individuals in our community struggle with issues such as anxiety, depression, transition, and loss. The comprehensive approach includes comprehensive assessment, mental health counseling as well as oversight by a psychiatrist and medication management.

Expenses $1,259,640 · Grants $38,406 · Revenue $569,528
Other program services include, but are not limited to programs such as Chronic Needs, Child Clinic, and Holocaust Survivor Grant Programs.

Expenses $613,625 · Grants $84,876

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Judith R Rosenthal

President through 06/18/2024

Total calculated

$0

Hours/week

6
Judith R Rosenthal

Chairperson (06/18/2024 - present)

Total calculated

$0

Hours/week

0
William Kleinman

First Vice President through 06/18/2024

Total calculated

$0

Hours/week

6
William Kleinman

President (06/18/2024 - present)

Total calculated

$0

Hours/week

0
William Glucksman

Second Vice President (06/18/2024 - present)

Total calculated

$0

Hours/week

6
Dave Diamond

Treasurer

Total calculated

$0

Hours/week

2
Adam Cohen

Assistant Treasurer

Total calculated

$0

Hours/week

2
Michelle Kunzman

Secretary

Total calculated

$0

Hours/week

0.5
Lisa Berman

Chair of the Board through 06/18/2024

Total calculated

$0

Hours/week

0.5
Amanda Aronson

Member

Total calculated

$0

Hours/week

0.5
Michael N Cohen

Member

Total calculated

$0

Hours/week

0.5
Tanya T Dorman

Member

Total calculated

$0

Hours/week

0.5
Sydney Elkin

Member

Total calculated

$0

Hours/week

0.5
Jillian Feldman

Member through 06/18/2024

Total calculated

$0

Hours/week

0.5
Jillian Feldman

Second Vice President (06/18/2024 - present)

Total calculated

$0

Hours/week

0
Steven Kleinman

Member

Total calculated

$0

Hours/week

0.5
Annie Lazarus

Member

Total calculated

$0

Hours/week

0.5
Merrill Mandell

Member

Total calculated

$0

Hours/week

0.5
Maura Nemirow

Member

Total calculated

$0

Hours/week

0.5
Robert Preminger

Member

Total calculated

$0

Hours/week

0.5
Lisa Reimer

Member through 06/18/2024

Total calculated

$0

Hours/week

0.5
Pia Rosenberg Toro

Member

Total calculated

$0

Hours/week

0.5
Eileen Seiger

Member

Total calculated

$0

Hours/week

0.5
Harlan Shakun

Member

Total calculated

$0

Hours/week

0.5
Ann R Smith

Member

Total calculated

$0

Hours/week

0.5
Janel Swaye MacDermott

Member through 06/18/2024

Total calculated

$0

Hours/week

0.5
Lisa Weisinger-Roland

Member

Total calculated

$0

Hours/week

0.5
Tracy Wu Fastenberg

Member through 06/18/2024

Total calculated

$0

Hours/week

0.5
Sandy Zieky

Member

Total calculated

$0

Hours/week

0.5
Kelley Reiss

Member 06/18/2024 - present

Total calculated

$0

Hours/week

0.5
Susan Rubman Gold

Member 06/18/2024 - present

Total calculated

$0

Hours/week

0.5
Anne Martha Pitegoff

Member 06/18/2024 - present

Total calculated

$0

Hours/week

0.5
Shanti Finney-Krigel

Member 06/18/2024 - present

Total calculated

$0

Hours/week

0.5
Lisa Karabelnik Harris

Member 06/18/2024 - present

Total calculated

$0

Hours/week

0.5
Katherine Hanley

Chief Executive Officer

Total calculated

$188,524

From this org

$162,997

From related orgs

$0

Other

$25,527

Hours/week

35

Schedule J breakdown matched by us

Base

$162,997

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$25,527

Filer's total

$188,524

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

3 · Compensation committee
3 · Form 990 of other organizations
3 · Compensation survey or study
3 · Approval by the board or compensation committee

Answered no

4a · Severance or change-of-control payment
4b · Supplemental nonqualified retirement plan
4c · Equity-based compensation arrangement
5a · Pay contingent on this organization's revenues
5b · Pay contingent on a related organization's revenues
6a · Pay contingent on this organization's net earnings
6b · Pay contingent on a related organization's net earnings
7 · Other non-fixed payments
8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 3: The President of the Board of Directors completes an annual performance evaluation of the Chief Executive Officer and works with the Executive Committee to review and determine any compensation adjustments. Any changes in compensation are presented to the full board.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

JFS Care At Home LLC

Provides caregiver assistance to individuals in their home. · CT · income $4,149,569 · assets $739,865

Directly controlled by Jewish Family Services of Greater Hartford Inc

Provenance

Return type: form_990
Tax year: 2023
Filed: 14 January 2025
IRS schema version: 2023v6.0
Source object: 202510159349301516

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