Mission: The mission of the Jewish Federation of Greater Hartford is to enhance, build and perpetuate Jewish life in Greater Hartford, in Israel and around the world. The Fed ... (More)

Jewish Federation of Greater Hartford is a 501(c)(3) organization, with an IRS ruling year of 1949, and donations are tax-deductible.

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Contact Information

  http://www.jewishhartford.org/

  333 Bloomfield Avenue
Suite C
West Hartford CT 06117 

  860-232-4483


 Important note on the timeliness of ratings

The IRS is significantly delayed in processing nonprofits' annual tax filings (Forms 990). As a result, the Financial and Accountability & Transparency score for Jewish Federation of Greater Hartford is outdated and the overall rating may not be representative of its current operations. Please check with the charity directly for any questions you may have.

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Star Rating System by Charity Navigator


Charity Navigator evaluates a nonprofit organization’s financial health including measures of stability, efficiency and sustainability. We also track accountability and transparency policies to ensure the good governance and integrity of the organization.




Exceptional

This charity's score is 96.64, earning it a 4-Star rating. Donors can "Give with Confidence" to this charity. 

This score is calculated from two sub-scores:

This score represents Form 990 data from 2021, the latest year published by the IRS. 

View this organization’s historical ratings.


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Star Rated Report

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Program Expense

Program Expense Ratio

86.3%


The Program Expense Ratio is determined by Program Expenses divided by Total Expense (average of most recent three 990s).


This measure reflects the percent of its total expenses a charity spends on the programs and services it exists to deliver. Dividing a charity's average program expenses by its average total functional expenses yields this percentage. We calculate the charity's average expenses over its three most recent fiscal years.


Source: IRS Form 990

Administrative Expenses

5.0%


As reported by charities on their IRS Form 990, this measure reflects what percent of its total budget a charity spends on overhead, administrative staff and associated costs, and organizational meetings. Dividing a charity's average administrative expenses by its average total functional expenses yields this percentage. We calculate the charity's average expenses over its three most recent fiscal years.


Source: IRS Form 990

Fundraising Expenses

8.6%


This measure reflects what a charity spends to raise money. Fundraising expenses can include campaign printing, publicity, mailing, and staffing and costs incurred in soliciting donations, memberships, and grants. Dividing a charity's average fundraising expenses by its average total functional expenses yields this percentage. We calculate the charity's average expenses over its three most recent fiscal years.


Source: IRS Form 990

Liabilities to Assets Ratio

27.2%


The Liabilities to Assets Ratio is determined by Total Liabilities divided by Total Assets (most recent 990).


Part of our goal in rating the financial performance of charities is to help donors assess the financial capacity and sustainability of a charity. As do organizations in other sectors, charities must be mindful of their management of total liabilites in relation to their total assets. This ratio is an indicator of an organization’s solvency and or long term sustainability. Dividing a charity's total liabilities by its total assets yields this percentage.


Source: IRS Form 990

Fundraising Efficiency

$0.08


The amount spent to raise $1 in charitable contributions. To calculate a charity's fundraising efficiency, we divide its average fundraising expenses by the average total contributions it receives. We calculate the charity's average expenses and average contributions over its three most recent fiscal years.


Source: IRS Form 990

Working Capital Ratio

1.35 years


Determines how long a charity could sustain its level of spending using its net available assets, or working capital, as reported on its most recently filed Form 990. We include in a charity's working capital unrestricted and temporarily restricted net assets, and exclude permanently restricted net assets. Dividing these net available assets in the most recent year by a charity's average total expenses, yields the working capital ratio. We calculate the charity's average total expenses over its three most recent fiscal years.


Source: IRS Form 990

Program Expense Growth

7.94%


We compute the average annual growth of program expenses using the following formula: [(Yn/Y0)(1/n)]-1, where Y0 is a charity's program expenses in the first year of the interval analyzed, Yn is the charity's program expenses in the most recent year, and n is the interval of years passed between Y0 and Yn.


Source: IRS Form 990

Governance


Charity Navigator looks to confirm on the Form 990 that the organization has these governance practices in place.


Sources Include: IRS Form 990

Governance:
Independent Voting Board Members  ... (More)
No Material Diversion of Assets ... (More)

A diversion of assets – any unauthorized conversion or use of the organization's assets other than for the organization's authorized purposes, including but not limited to embezzlement or theft – can seriously call into question a charity's financial integrity. We check the charity's last two Forms 990 to see if the charity has reported any diversion of assets. If the charity does report a diversion, then we check to see if it complied with the Form 990 instructions by describing what happened and its corrective action. This metric will be assigned to one of the following categories:

  • Full Credit: There has been no diversion of assets within the last two years.

  • Partial Credit: There has been a diversion of assets within the last two years and the charity has used Schedule O on the Form 990 to explain: the nature of the diversion, the amount of money or property involved and the corrective action taken to address the matter. In this situation, we deduct 7 points from the charity's Accountability and Transparency score.
  • No Credit: There has been a diversion of assets within the last two years and the charity's explanation on Schedule O is either non-existent or not sufficient. In this case, we deduct 15 points from the charity's Accountability and Transparency score.
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Audited Financials Prepared by Independent Accountant ... (More)

Audited financial statements provide important information about financial accountability and accuracy. They should be prepared by an independent accountant with oversight from an audit committee. (It is not necessary that the audit committee be a separate committee. Often at smaller charities, it falls within the responsibilities of the finance committee or the executive committee.) The committee provides an important oversight layer between the management of the organization, which is responsible for the financial information reported, and the independent accountant, who reviews the financials and issues an opinion based on its findings. We check the charity's Form 990 reporting to see if it meets this criteria.

  • Full Credit: The charity's audited financials were prepared by an independent accountant with an audit oversight committee.

  • Partial Credit: The charity's audited financials were prepared by an independent accountant, but it did not have an audit oversight committee. In this case, we deduct 7 points from the charity's Accountability and Transparency score.
  • No Credit: The charity did not have its audited financials prepared by an independent accountant. In this case, we deduct 15 points from the charity's Accountability and Transparency score.
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Does Not Provide Loan(s) to or Receive Loan(s) From Related Parties ... (More)
Documents Board Meeting Minutes ... (More)
Distributes 990 to Board Before Filing ... (More)
Compensates Board ... (More)

Policies


Charity Navigator looks to confirm on the Form 990, or for some metrics on the charity's website, that the organization has these policies in place.


Sources Include: IRS Form 990 and organization's website

Policies:
Conflict of Interest  ... (More)
Whistleblower ... (More)
Records Retention and Destruction ... (More)
CEO Compensation Process ... (More)
Donor Privacy ... (More)

Donors can be reluctant to contribute to a charity when their name, address, or other basic information may become part of donor lists that are exchanged or sold, resulting in an influx of charitable solicitations from other organizations. Our analysts check the charity's website to see if the organization has a donor privacy policy in place and what it does and does not cover. Privacy policies are assigned to one of the following categories:

  • Yes: This charity has a written donor privacy policy published on its website, which states unambiguously that (1) it will not share or sell a donor's personal information with anyone else, nor send donor mailings on behalf of other organizations or (2) it will only share or sell personal information once the donor has given the charity specific permission to do so.

  • Opt-out: The charity has a written privacy policy published on its website which enables donors to tell the charity to remove their names and contact information from lists the charity shares or sells. How a donor can have themselves removed from a list differs from one charity to the next, but any and all opt-out policies require donors to take specific action to protect their privacy.
  • No: This charity either does not have a written donor privacy policy in place to protect their contributors' personal information, or the existing policy does not meet our criteria.

The privacy policy must be specific to donor information. A general website policy which references "visitor" or "user" personal information will not suffice. A policy that refers to donor information collected on the website is also not sufficient as the policy must be comprehensive and applicable to both online and offline donors. The existence of a privacy policy of any type does not prohibit the charity itself from contacting the donor for informational, educational, or solicitation purposes.

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Transparency


Charity Navigator looks to confirm on the Form 990, or for some metrics on the charity's website, that the organization makes this information easily accessible.


Sources Include: IRS Form 990 and organization's website

Transparency:
CEO Salary Listed on 990 ... (More)
Board of Directors Listed on Website ... (More)
Key Staff Listed on Website ... (More)
Audited Financial Statements on Website ... (More)
Form 990 Available on Website ... (More)

Additional Information

Unscored

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Total Revenue and Expenses

Total Revenue and Expenses

This chart displays the trend of revenue and expenses over the past several years for this organization, as reported on their IRS Form 990.

Salary of Key Persons

Presented here are this organizations key compensated staff members as identified by our analysts. This compensation data includes salary, cash bonuses and expense accounts and is displayed exactly how it is reported to the IRS. The amounts do not include nontaxable benefits, deferred compensation, or other amounts not reported on Form W-2. In some cases, these amounts may include compensation from related organizations. Read the IRS policies for compensation reporting



David Waren, President and CEO

$197,316 (3.25% of Total Expenses)


Current CEO and Board Chair can be found in the Leadership & Adaptability report below.

Source: IRS Form 990 (page 7), filing year 2020

Business Master File Data

Below are some key data points from the Exempt Organization IRS Business Master File (BMF) for this organization. Learn more about the BMF on the IRS website


Activities:

Community Chest, United Way, etc. (BMF activity code: 600)

Fundraising (BMF activity code: 927)

Gifts, grants, or loans to other organizations (BMF activity code: 602)


Foundation Status:

Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi) (BMF foundation code: 15)


Affiliation:

Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations). (BMF affiliation code: 3)

Data Sources: IRS Forms 990

The Form 990 is a document that nonprofit organizations file with the IRS annually. We leverage finance and accountability data from it to form Encompass ratings. Click here to view this organization's Forms 990 on the IRS website (if any are available).

Pandemic Response

Due to the unprecedented nature of the pandemic, we give charities such as this one the opportunity to share the story of COVID's impact on them. Charities may submit their own pandemic responses through their nonprofit portal.


Jewish Federation of Greater Hartford reported being impacted by COVID-19 in the following ways:
  • Program Delivery

  • Fundraising Capacity


How COVID-19 impacted the organization's operations financially:

The pandemic actually had a positive impact on the operations. The Federation was able to raise more for the annual campaign. The annual campaign increased by approximately 7%. The Federation was able to grant more money to partner agencies. The Federation was able to invest more in existing programming. The Federation was able to establish the Jewish Free Loan Fund of Greater Hartford which has the the ability to lend interest free loans. In addition, the Rapid Relief and Response Fund was created (with the Jewish Community Foundation) with almost $800k in donations. These donations were used to provide emergency assistance to agencies, synagogues and individuals who were directly impacted by Covid-19. The Federation received the PPP in the prior year and the loan was forgiven this past year.


How COVID-19 impacted the organization's delivery of programs:

Covid -19 had minimal impact on our programs. Instead of in person events the Federation capitalized on remote access and thus there was increased participation as it did not matter where one was living at the time. The Federation has seen amazing attendance, the participants are engaged and have sought more programming. The quality of the events was amazing. In the beginning of the pandemic, the Federation was able to offer emergency food assistance and meals for Passover, especially to the home bound. These services were eventually assumed by one of our agencies who was ideally positioned to assume this service. Calls were made to community members to check on them so that they did not feel so alone or isolated.


How this organization adapted to changing conditions caused by COVID-19:

Seeing how Covid-19 was impacting other areas of the world, the Federation had the opportunity of time to plan for how the Federation was going to work remotely and was able to deploy its resources and staff this way. There was a seamless transition. With the ability to transition to virtual programming, the Federation was able to reach more participants and donors.


Innovations the organization intends to continue permanently after the pandemic:

The Federation is continuing to offer virtual events and programs. The engagement level of the participants is still as high as it has been in the last year. The Federation is assessing the ability to create a hybrid method of working and assessing the presentation of virtual vs. in person events.


Historical Ratings

Date PublishedForm 990 FYEOverall ScoreOverall Rating
Rating Version: 2.1
8/1/20222021 96.64
11/1/20212020 95.94
12/1/20202019 91.04
8/1/20192018 93.77
12/1/20182017 91.98
12/1/20172016 95.47
10/1/20162015 95.47
6/1/20162014 90.43
Rating Version: 2.0
11/1/20152014 91.77
12/1/20142013 82.77
9/1/20132012 83.02
9/1/20122011 84.52
9/20/20112010 79.77
Rating Version: 1.0
11/24/20102009 72.83
6/1/20092008 62.70
11/1/20082007 81.98
5/1/20072006 81.37
6/1/20062005 71.76
7/1/20052004 61.82
10/1/20042003 66.06
11/1/20032002 81.38

Previous: Finance & Accountability  / Next: Leadership & Adaptability

...   Impact & Results


This score estimates the actual impact a nonprofit has on the lives of those it serves, and determines whether it is making good use of donor resources to achieve that impact.


Impact & Results Score

Not Currently Scored

Jewish Federation of Greater Hartford cannot currently be evaluated by our Encompass Rating Impact & Results methodology because either (A) it is eligible, but we have not yet received data; (B) we have not yet developed an algorithm to estimate its programmatic impact; (C) its programs are not direct services; or (D) it is not heavily reliant on contributions from individual donors.

Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.

Learn more about Impact & Results.

Do you work at Jewish Federation of Greater Hartford? Join the waitlist for an updated Impact & Results score.


Back to Overall

Additional Information

Unscored

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Largest Programs

Largest Programs



Jewish Federation of Greater Hartford reported its largest program on its FY 2021 Form 990 as:


$5,299,265

Spent in most recent FY

100%

Percent of program expenses


Fund Distribution


Previous: Impact & Results  / Next: Culture & Community

...   Leadership & Adaptability


This score provides an assessment of the organization's leadership capacity, strategic thinking and planning, and ability to innovate or respond to changes in constituent demand/need or other relevant social and economic conditions to achieve the organization's mission.


Leadership & Adaptability Score

100

out of 100

The score earned by Jewish Federation of Greater Hartford is a passing score. This score has no effect on the organization's Star Rating.

Encompass Rating V4 provides an evaluation of the organization's Leadership & Adaptability through the nonprofit organization submitting a survey response directly to Charity Navigator.


Back to Overall

Leadership & Adaptability Report

100

of 100 points

Mission

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s 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.


Source: Nonprofit submitted responses

Vision

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s vision.


Vision The Federation seeks to strengthen, inspire and catalyze our evolving Jewish community by: Identifying and planning for community needs. Training dynamic leaders. Engaging the community as we live out our core values. Earning trust through integrity and documented impact. Raising and allocating resources for effective programs in Greater Hartford, in Israel and wherever our fellow Jews are in need.


Source: Nonprofit submitted responses

Strategic Goals

The nonprofit organization presents evidence of strategic thinking and goal setting through sharing their most important strategic goals.


Goal One: Started in 2021 and continuing a security initiative. The Federation has seen a significant increase in antisemitism. The goal is to harden the security of our community and educate everyone.

Goal Type: New program(s) based on observed changes in needs among our constituencies/communities served.


Goal Two: Deepening engagement to support the entire community in collaboration with synagogues, agencies and the Jewish Community Foundation.

Goal Type: Grow, expand, scale or increase access to the existing programs and services.


Goal Three: Undertake a community wide planning process to establish community priorities to create positive change to shape our future. This will deepen and broaden Jewish engagement.

Goal Type: This goal reflects our commitment to further our advocacy work for our organization and or cause area.


Source: Nonprofit submitted responses

Leadership Development

The nonprofit provides evidence of investment in leadership development


Describe an investment in leadership

Within the past couple of years the Federation established the Jewish Leadership Academy. This endeavor uses programs to teach leaders of the community across all levels (new leaders, presidents, treasurers, board members and future leaders) on how to effectively lead. Programs include items such as collaboration, vision and forward thinking, adaptive leadership and change, breaking down silos and strategic thinking while coaching and mentoring leaders at all levels. The Federations does with this with programs on various topics across the spectrum. The Federation is also training young adults through our Emerging Leadership program. In addition the Federation is training development leaders on how to solicit through the Howard J Siegal Institute (part of the Academy). The Academy if for our leaders of all our agencies (Federation included) across our community.

Source: Nonprofit submitted responses

Mobilizing for Mission

The nonprofit provides evidence of leadership through focusing externally and mobilizing resources for the mission.


This organization mobilizes for mission in the following ways:
  • Strategic Partnerships

  • Networks of Collective Impact Efforts

  • Raising Awareness

  • Community Building

  • Policy Advocacy

What are this organization’s external mobilizaton efforts?

The Federation has worked on external opportunities to strengthen the mission of the organization. The Federation has conducted surveys in the past to determine where the priorities are. Furthermore, the Federation is currently undertaking a study to determine what the future needs will be for the community. The Federation is working on raising the awareness through social media and marketing efforts. The Federation continues to reach out to our community agencies and partners to collaborate and do joint programming that is the mission. In addition, the Federation partners within the Jewish community and the agencies, synagogues and with other faith communities to raise awareness with local, state and federal legislators to advocate for issues of importance.

Source: Nonprofit submitted responses

Story of Adaptability

The nonprofit has an opportunity to tell the story of how the organization adapted to tremendous external changes in the last year.


The Federation adapted to external changes caused by Covid-19 by transitioning to remote access and creating virtual programming that could be accessed by using Zoom. The Federation created programs with content that people wanted and needed. The participation rate from the community grew. It did not matter where the community was, as they could access our programs easily from wherever they were. The Federation conducted post event evaluations after each program to learn how and what the Federation could do better. The Federation board met more often to ensure that community needs were being met and assessed the priorities.

Source: Nonprofit submitted responses

Additional Information

Unscored

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Organization Leadership

Organization Leadership


David Waren

President and CEO

Dana Keller

Chair of the Board

Previous: Leadership & Adaptability

...   Culture & Community


This score provides an assessment of the organization's culture and connectedness to the community it serves. Learn more about how and why we rate Culture & Community.


Culture & Community Score

100

out of 100

Jewish Federation of Greater Hartford has earned a passing score. This score has no effect on the organization's Star Rating. The organization provided data about how it listens to constituents (Constituent Feedback) (see report below).

The Culture & Community Beacon is comprised of the following metrics:

  • Constituent Feedback: 100/100 (100% of beacon score)

  • Diversity, Equity, & Inclusion: Not Scored


Back to Overall

Culture & Community Report

100

of 100 points

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Constituent Feedback

Diversity, Equity, & Inclusion


This organization has not provided information regarding the diversity, equity and inclusion (DEI) practices it is presently implementing. As such, the organization has not earned a score on this metric. Charity Navigator believes nonprofit organizations implementing effective DEI policies and practices can enhance a nonprofit's decision-making, staff motivation, innovation, and effectiveness.


Methodology


We are utilizing data collected by Candid to document and assess the DEI practices implemented by the organization. Nonprofit organizations are encouraged to fill out the Equity Strategies section of their Candid profiles to receive a rating.


Learn more about the methodology.

Constituent Feedback


Constituent Feedback and Listening Practice data are not available for this organization. Charity Navigator believes nonprofit organizations that engage in inclusive practices, such as collecting feedback from the people and communities they serve, may be more effective.



Methodology


We've partnered with Candid to survey organizations about their feedback practices. Nonprofit organizations can fill out the How We Listen section of their Candid profile to receive a rating.


Learn more about the methodology.

Analysis and Research


Like the overall Encompass Rating System, the Culture & Community Beacon is designed to evolve as metrics are developed and ready for integration. Below you can find more information about the metrics we currently evaluate in this beacon and their relevance to nonprofit performance.


Constituent Feedback


Diversity, Equity, and Inclusion

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