← JEWISH FAMILY SERVICE OF GREATER HARTFORD INC

Form 990 for tax year 2022

Filed by JEWISH FAMILY SERVICE OF GREATER HARTFORD INC.

Totals

Total revenue: $8,094,096
Total expenses: $7,694,360
Contributions and grants received: $3,397,691
Grants paid: $1,442,426
Program service revenue: $4,666,796
Investment income: $27,247
Other revenue: $2,362
Total assets, end of year: $2,828,130
Total liabilities, end of year: $595,647
Net assets or fund balances, end of year: $2,232,483
Program services expenses (Part IX): $6,181,829
Management and general expenses: $1,064,283
Fundraising expenses: $448,248
Program service expenses (Part III): $6,181,829

Program services were 80.3% 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.

1e · Government grants (contributions)

$216,821
1f · All other contributions, gifts and grants

$3,180,870
1g · Noncash contributions included above

$10,125
2a · Program service revenue: Home Care Fees

total $4,168,105 · related or exempt $4,168,105
2b · Program service revenue: Clinical Fees

total $498,691 · related or exempt $498,691
3 · Investment income

total $14,982 · excluded $14,982
7a · Gross sales of assets other than inventory

securities $40,602
7b · Less cost or other basis and sales expenses

securities $28,337
7c · Gain or loss

securities $12,265
7d · Net gain or loss

total $12,265 · excluded $12,265
11d · All other revenue

total $2,362 · excluded $2,362
11e · Other revenue, total

$2,362

Functional expenses

Part IX, the statement of functional expenses.

2 · Grants to domestic individuals

total $1,442,426 · program services $1,442,426
5 · Compensation of officers, directors and key employees

total $222,931 · program services $177,621 · management and general $30,035 · fundraising $15,275
7 · Other salaries and wages

total $4,517,073 · program services $3,598,999 · management and general $608,579 · fundraising $309,495
9 · Other employee benefits

total $240,726 · program services $105,577 · management and general $92,349 · fundraising $42,800
10 · Payroll taxes

total $376,406 · program services $310,254 · management and general $40,847 · fundraising $25,305
11b · Fees: legal

total $22,172 · management and general $22,172
11c · Fees: accounting

total $113,576 · management and general $113,576
11f · Fees: investment management

total $6,743 · management and general $6,743
11g · Fees: other

total $201,537 · program services $156,166 · management and general $32,020 · fundraising $13,351
12 · Advertising and promotion

total $19,031 · program services $5,283 · management and general $2,361 · fundraising $11,387
13 · Office expenses

total $137,061 · program services $86,171 · management and general $44,130 · fundraising $6,760
14 · Information technology

total $125,802 · program services $78,990 · management and general $40,190 · fundraising $6,622
16 · Occupancy

total $96,751 · program services $82,640 · management and general $9,953 · fundraising $4,158
17 · Travel

total $21,228 · program services $17,732 · management and general $2,637 · fundraising $859
19 · Conferences, conventions and meetings

total $23,522 · program services $19,649 · management and general $2,922 · fundraising $951
20 · Interest

total $1,901 · program services $1,132 · management and general $661 · fundraising $108
22 · Depreciation, depletion and amortization

total $18,817 · program services $16,026 · management and general $2,437 · fundraising $354
23 · Insurance

total $89,849 · program services $77,751 · management and general $10,426 · fundraising $1,672
24e · All other expenses

total $16,808 · program services $5,412 · management and general $2,245 · fundraising $9,151

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $677,221 · end of year $759,061
2 · Savings and temporary cash investments

beginning of year $134,273 · end of year $336,587
3 · Pledges and grants receivable

beginning of year $191,257 · end of year $266,091
4 · Accounts receivable

beginning of year $410,094 · end of year $413,386
9 · Prepaid expenses and deferred charges

beginning of year $63,998 · end of year $68,001
10a · Land, buildings and equipment: cost or other basis

$329,729
10b · Land, buildings and equipment: accumulated depreciation

$265,406
10c · Land, buildings and equipment, net

beginning of year $39,256 · end of year $64,323
12 · Investments: other securities

beginning of year $674,765 · end of year $695,343
15 · Other assets

beginning of year $0 · end of year $225,338
17 · Accounts payable and accrued expenses

beginning of year $291,723 · end of year $291,385
19 · Deferred revenue

beginning of year $103,044 · end of year $77,424
25 · Other liabilities

beginning of year $0 · end of year $226,838
27 · Net assets without donor restrictions

beginning of year $1,658,149 · end of year $1,668,760
28 · Net assets with donor restrictions

beginning of year $137,948 · end of year $563,723

Mission and programs · 2022

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 $2,951,315 · Grants $36,876 · Revenue $4,168,105
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 $1,467,794 · Grants $1,223,346
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 $1,044,676 · Grants $6,118 · Revenue $498,691
Other program services include, but are not limited to programs such as Chronic Needs, Child Clinic, and Holocaust Survivor Grant Programs.

Expenses $718,044 · Grants $176,086

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Judith R Rosenthal

President

Total calculated

$0

Hours/week

6
William Kleinman

First Vice President

Total calculated

$0

Hours/week

6
William Glucksman

Second Vice President

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

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

Total calculated

$0

Hours/week

0.5
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

Total calculated

$0

Hours/week

0.5
Anja Rosenberg

Member

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

Total calculated

$0

Hours/week

0.5
Lisa Weisinger-Roland

Member

Total calculated

$0

Hours/week

0.5
Tracy Wu Fastenberg

Member

Total calculated

$0

Hours/week

0.5
Sandy Zieky

Member

Total calculated

$0

Hours/week

0.5
Katherine Hanley

Chief Executive Officer

Total calculated

$162,605

From this org

$146,159

From related orgs

$0

Other

$16,446

Hours/week

40

Schedule J breakdown matched by us

Base

$146,159

Bonus

$0

Other

$0

Deferred

$0

Nontaxable benefits

$16,446

Filer's total

$162,605
Anita Tremarche

Director of Finance

Total calculated

$69,104

From this org

$51,772

From related orgs

$0

Other

$17,332

Hours/week

40

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 $4,170,448 · assets $858,238

Directly controlled by Jewish Family Services of Greater Hartford Inc

Provenance

Return type: form_990
Tax year: 2022
Filed: 14 November 2023
IRS schema version: 2022v5.0
Source object: 202333189349305068

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