JEWISH FEDERATION OF GREATER HARTFORD (EIN 060655482) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1945

Legal Domicile

Principal Officer

DAVID WAREN

Phone

8602324483

Tax Period

2024-07-01 to 2025-06-30

JEWISH FEDERATION OF GREATER HARTFORD, founded in 1945, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $11.9M in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $3.4M, a strong 29% operating margin.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $11,202,297

Program Service Revenue $343,909

Investment Income $201,208

Other Revenue $122,607

TOTAL REVENUE $11,870,021

Expense Breakdown

Grants Paid $3,120,280

Salaries & Benefits $2,712,420

Fundraising Expenses $773,446

Program Expenses $7,243,606

Other Expenses $2,606,819

TOTAL EXPENSES $8,439,519

Year-over-Year Comparison

	2024	2023	Change
Revenue	$11,870,021	$14,321,179	-0.2%
Expenses	$8,439,519	$12,586,547	-0.3%
Net Income	$3,430,502	$1,734,632	+1.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$484,465

Total Directors

$329,933

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ADAM STEINBERG	DIRECTOR	0.50	Director	$0	$0	$0
AMANDA KATZMAN	DIRECTOR	0.50	Director	$0	$0	$0
BENJAMIN ADLER	VICE CHAIR	3.00	Officer Director	$0	$0	$0
BROOK ELEFANT	DIRECTOR	0.50	Director	$0	$0	$0
DANA KELLER	CHAIR EMERITUS	2.00	Officer Director	$0	$0	$0
DAVID ROSENTHAL	VICE CHAIR	3.00	Officer Director	$0	$0	$0
DAVID ROTH	DIRECTOR	0.50	Director	$0	$0	$0
DAVID SCHEINERMAN	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
DAVID WAREN	PRESIDENT AND CEO	40.00	Officer Director	$268,031	$61,902	$329,933
DAVID WEINER	DIRECTOR	0.50	Director	$0	$0	$0
EVI SHEKHMAN	VICE CHAIR	3.00	Officer Director	$0	$0	$0
GARRETT FISHMAN	DIRECTOR	0.50	Director	$0	$0	$0
GAYLE TEMKIN	DIRECTOR	3.00	Director	$0	$0	$0
GREG KONOVER	DIRECTOR	0.50	Director	$0	$0	$0
JILL DULITSKY	CHAIR	6.00	Officer Director	$0	$0	$0
JUANITA MOSS	DIRECTOR	0.50	Director	$0	$0	$0
JUDY SCHLOSSBERG	DIRECTOR	0.50	Director	$0	$0	$0
LEE GOLD	DIRECTOR	0.50	Director	$0	$0	$0
LEESA WALLACE	DIRECTOR	0.50	Director	$0	$0	$0
LESLIE SILVERS	DIRECTOR	0.50	Director	$0	$0	$0
MICHAEL CANTOR	DIRECTOR	0.50	Director	$0	$0	$0
MINDY GLICKMAN	DIRECTOR	0.50	Director	$0	$0	$0
RISA FILKOFF	DIRECTOR	0.50	Director	$0	$0	$0
ROBERT STILLMAN	TREASURER	2.00	Officer Director	$0	$0	$0
ROBERT YASS	ASSISTANT SECRETARY	0.50	Officer Director	$0	$0	$0
RONALD CIPRIANO	DIRECTOR	0.50	Director	$0	$0	$0
STEPHEN BAYER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
STEPHEN RABB	DIRECTOR	0.50	Director	$0	$0	$0
THEODORE ZABLOTSKY	SECRETARY	0.50	Officer Director	$0	$0	$0
CHERYL WOLMER	VP AND CFO	40.00	Officer	$108,803	$45,729	$154,532
LAURIE MANDELL	SENIOR ASSOCIATE VP OF DEVELOPMENT	40.00	Highest	$102,993	$4,071	$107,064
MICHAEL S BLOOM	PRESIDENT & CEO JFACT	40.00	Highest	$118,395	$4,725	$123,120
ROBERT FRIEDMAN	VP OF INFORMATION TECHNOLOGIES	40.00	Highest	$103,739	$4,234	$107,973
RUSSELL BENBLATT	VP MARKETING	40.00	Highest	$109,704	$14,522	$124,226
SHERRI PLISKIN	VP OF DEVELOPMENT	40.00	Highest	$140,841	$20,736	$161,577

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$11,870,021	$8,439,519	$16,106,938	$3,430,502
2024	$14,321,179	$12,586,547	$12,209,746	$1,734,632
2023	$6,769,635	$6,744,795	$10,584,442	$24,840
2022	$6,498,512	$6,744,514	$10,163,502	$-246,002
2021	$7,386,122	$6,079,074	$10,483,669	$1,307,048
2020	$5,949,927	$5,934,754	$9,326,093	$15,173
2019	$5,342,358	$4,893,209	$8,743,281	$449,149
2018	$4,825,965	$4,886,209	$8,348,669	$-60,244

JEWISH FEDERATION OF GREATER HARTFORD