Form 990 for tax year 2023
Filed by FEDERATION FOR JEWISH PHILANTHROPY OF UPPER FAIRFIELD COUNTY INC.
Totals
- Total revenue
- $1,799,782
- Total expenses
- $1,590,415
- Contributions and grants received
- $1,108,849
- Grants paid
- $264,642
- Program service revenue
- $44,186
- Investment income
- $23,258
- Other revenue
- $623,489
- Total assets, end of year
- $7,488,197
- Total liabilities, end of year
- $339,017
- Net assets or fund balances, end of year
- $7,149,180
- Program services expenses (Part IX)
- $1,240,237
- Management and general expenses
- $79,377
- Fundraising expenses
- $270,801
- Program service expenses (Part III)
- $1,240,237
Program services were 78.0% 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.
-
1a · Federated campaigns
$1,108,849
-
2a · Program service revenue: GALA
total $44,186 · related or exempt $44,186
-
3 · Investment income
total $23,258 · excluded $23,258
-
11a · Other revenue: MISCELLANEOUS
total $623,489 · related or exempt $623,489
-
11e · Other revenue, total
$623,489
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $264,642 · program services $264,642
-
5 · Compensation of officers, directors and key employees
total $157,500 · program services $124,425 · management and general $15,750 · fundraising $17,325
-
7 · Other salaries and wages
total $291,586 · program services $230,353 · management and general $29,159 · fundraising $32,074
-
9 · Other employee benefits
total $8,228 · program services $4,031 · management and general $1,975 · fundraising $2,222
-
11c · Fees: accounting
total $10,786 · program services $4,853 · management and general $1,834 · fundraising $4,099
-
13 · Office expenses
total $20,343 · program services $15,540 · management and general $1,673 · fundraising $3,130
-
14 · Information technology
total $22,468 · program services $13,986 · management and general $2,752 · fundraising $5,730
-
16 · Occupancy
total $21,455 · program services $12,229 · management and general $3,004 · fundraising $6,222
-
17 · Travel
total $32,374 · program services $31,726 · management and general $324 · fundraising $324
-
23 · Insurance
total $19,911 · program services $8,960 · management and general $3,584 · fundraising $7,367
-
24a · Other expenses: MISCELLANEOUS
total $376,123 · program services $361,078 · management and general $15,045
-
24b · Other expenses: CATERING AND EVENT COSTS
total $130,210 · program services $32,552 · fundraising $97,658
-
24c · Other expenses: SPECIAL EVENT
total $86,044 · fundraising $86,044
-
24d · Other expenses: DUES AND SUBSCRIPTIONS
total $82,161 · program services $81,339 · management and general $822
-
24e · All other expenses
total $66,584 · program services $54,523 · management and general $3,455 · fundraising $8,606
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $797,924 · end of year $1,480,598
-
2 · Savings and temporary cash investments
end of year $998,804
-
3 · Pledges and grants receivable
beginning of year $351,835 · end of year $182,131
-
9 · Prepaid expenses and deferred charges
beginning of year $4,682 · end of year $4,682
-
10a · Land, buildings and equipment: cost or other basis
$83,561
-
10b · Land, buildings and equipment: accumulated depreciation
$43,460
-
10c · Land, buildings and equipment, net
beginning of year $15,474 · end of year $40,101
-
15 · Other assets
beginning of year $7,606,502 · end of year $4,781,881
-
17 · Accounts payable and accrued expenses
beginning of year $16,345 · end of year $282,631
-
18 · Grants payable
beginning of year $587,230 · end of year $33,802
-
25 · Other liabilities
beginning of year $3,422 · end of year $22,584
-
27 · Net assets without donor restrictions
beginning of year $8,169,420 · end of year $7,149,180
Mission and programs · 2023
Mission
GUIDED BY OUR JEWISH VALUES OF TZEDAKAH (RIGHTEOUS GIVING), CHESED (LOVING KINDNESS) AND TIKUN OLAM (REPAIRING THE WORLD), WE WORK TOGETHER TO MEET VITAL NEEDS AT HOME, IN ISRAEL AND AROUND THE WORLD AND TO CULTIVATE A VIBRANT AND INCLUSIVE JEWISH COMMUNITY, NOW AND FOR THE FUTURE.
Activities or mission (Part I)
CONDUCTS FEDERATED CAMPAIGNING IN UPPER FAIRFIELD COUNTY, GIVING LIFE TO THE IMPORTANT JEWISH TRADITION OF UNITING THE COMMUNITY TO MEET THE NEEDS OF OUR EXTENDED FAMILY AT HOME, IN ISRAEL, AND AROUND THE WORLD.
-
SOCIAL SERVICES, EDUCATIONAL AND COMMUNITY PROJECTS CONDUCTED FOR JEWISH EDUCATION AND JEWISH COMMUNITY PROGRAMMING.
Expenses $1,046,146 · Grants $264,642 · Revenue $888,248
-
EMISSARY: ALLOCATIONS TO LOCAL AND NATIONAL NOT FOR PROFIT AGENCIES.
Expenses $60,988 · Revenue $69,318
-
KALEIDOSCOPE: ADVERTISING REDESIGNED MAGAZINE
Expenses $52,186 · Revenue $59,314
-
MERKAZ: JEWISH EDUCATION AND ENGAGEMENT OPPORTUNITIES TUITION
Expenses $80,917 · Revenue $91,969
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Carin SavelCARIN SAVEL
CEO
- Total calculated
- $157,500
- From this org
- $157,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $157,500
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $157,500
-
Erika BrunwasserERIKA BRUNWASSER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Anita ChargarANITA CHARGAR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sharon DefalaSHARON DEFALA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Arthur FinkleARTHUR FINKLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Natalie FriedNATALIE FRIED
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stacy GigliettiSTACY GIGLIETTI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ivy GossenIVY GOSSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Louis HaberLOUIS HABER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Deborah HochhauserDEBORAH HOCHHAUSER
CO-CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Keith LenderKEITH LENDER
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
Linda LermanLINDA LERMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joanne LippmanJOANNE LIPPMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Cecilia MeshCECILIA MESH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Laurie RenzulliLAURIE RENZULLI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jessica SiegelJESSICA SIEGEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Mindy SiegelMINDY SIEGEL
CO-CHAIR
- Total calculated
- $0
- Hours/week
- 5
-
Bonnie SlynBONNIE SLYN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Orna SternORNA STERN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
James SugarmanJAMES SUGARMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Shelley KreigerSHELLEY KREIGER
CEO
- Total calculated
- $0
- 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
None.
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
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.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 November 2024
- IRS schema version
- 2023v5.0
- Source object
- 202403209349317080
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