Jewish Federation of Greater Hartford

Nonprofit profile at a glance

EIN
060655482
IRS 990 coverage
2009–2024
Forms available
Form 990 2024
Location
West Hartford, CT, USA
Phone
8602324483
Rating
79
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Federated Giving Programs
Affiliation
Judaism

Official website

Reported finances

Revenue
$11,870,021
Expenses
$8,439,519
Assets
$16,106,938
Liabilities
$3,522,894

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

35 people listed

Executive titles in this filing

  • DAVID WAREN (PRESIDENT AND CEO)
  • MICHAEL S BLOOM (PRESIDENT & CEO JFACT)

Highest reported compensation

  • DAVID WAREN (PRESIDENT AND CEO): $329,933 total reported compensation
  • SHERRI PLISKIN (VP OF DEVELOPMENT): $161,577 total reported compensation
  • CHERYL WOLMER (VP AND CFO): $154,532 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Jewish federation of greater hartford is the community leader and agent of change. Our mission is to support, coordinate and develop priority programs and services that welcome all jewish families; bring unique jewish education and leadership training to greater hartford; improve the quality of life for the neediest in greater hartford, israel and in jewish communities worldwide. The federation sponsors priority programs and grants to agencies that help people regardless of race, nationality or religion.

What it reported doing in 2024

Provides much needed support to over 40 programs and partner agencies located in 30 towns in the greater hartford area and 70 programs in israel and in jewish communities around the world.

Operating model

Revenue model
Donor-supported. 95% of the money available for current operations came from contributions and gifts.
Distribution model
Hybrid. The nonprofit split its reported program spending across 57% for direct work, and 43% for grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 69
  • Transparency & Controls: 79
  • Accountability: 98
  • Sustainability: 67
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 61.7%; rating input score 62
  • Program expense ratio: 85.8%; rating input score 86
  • Fundraising efficiency: $14.48 raised per $1 spent on fundraising; rating input score 49; 49th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 93.8%; rating input score 94; 17th percentile among comparable filings
  • Pay-setting controls: 3 of 6 controls in place; rating input score 50
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Pass
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 92.7%; rating input score 93; 22nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 96.6%; rating input score 97; 30th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 28.9%; rating input score 88; 88th percentile among comparable filings
  • Total-asset coverage ratio: 1.91; rating input score 60; 60th percentile among comparable filings
  • Liabilities to assets ratio: 0.22; rating input score 56; 56th percentile among comparable filings
  • Officer compensation ratio: 13.1%; rating input score 11; 11th percentile among comparable filings

Growth

  • Program expense growth: 2.9% per year; rating input score 100; 25th percentile among comparable filings
  • Revenue growth: 4.6% per year; rating input score 100; 40th percentile among comparable filings
  • Asset growth: 1.8% per year; rating input score 100; 17th percentile among comparable filings

Details

  • Where the money goes: 61.7% of revenue deployed · 85.8% of spending went to programs
  • Governance: 28 of 29 board members independent · 9 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $7.2M in reported program spending
  • Leadership: top reported pay $330K · 35 people listed · 3 of 6 pay-setting controls reported
  • Highest-paid contractors: 3 contractors listed · $509K reported
  • Consistency: 31 of 32 current checks pass · 1 finding to review
  • Schedules: 7 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 41 filed money-flow records
  • Related organizations: 28 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Fundraising efficiency scored 49/100.
  • High — Sustainability: Officer compensation ratio scored 11/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Review — Sustainability: Liabilities to assets ratio scored 56/100.