2024-10-23T15:40:22-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 8390 EAST CRESCENT PARKWAY SUITE 300 GREENWOOD VILLAGE CO 80111 990 2023-01-01 344428223 UJC HOLDINGS COMPANY INC UJCH 4197240371 6465 SYLVANIA AVE SYLVANIA OH 43560 STEPHEN ROTHSCHILD CHIEF EXECUTIVE OFFICER 4198854461 2024-10-22 1 0 SARAH HINTZ P00492291 3037795710 2024-10-22 2023 2024-10-15 13:58:12Z STEPHEN ROTHSCHILD 6465 SYLVANIA AVE SYLVANIA OH 43560 94252 0 X WWW.JEWISHTOLEDO.ORG X 2006 OH TO SUPPORT THE JEWISH FEDERATION OF GREATER TOLEDO AND RELATED ORGANIZATIONS. 7 7 0 7 0 0 94563 94252 0 0 0 0 0 0 94563 94252 0 0 0 0 0 0 0 0 229 210238 117999 210238 117999 -115675 -23747 1896195 1872448 520000 520000 1376195 1352448 TO SUPPORT THE JEWISH FEDERATION OF GREATER TOLEDO AND RELATED ORGANIZATIONS. 0 0 435 0 0 BUILDING MANAGEMENT: UJC HOLDINGS, COMPANY, INC. SUPPORTS THE JEWISH FEDERATION OF GREATER TOLEDO THROUGH THE USE OF THEIR FACILITY. 435 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 1 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 OH X X STEPHEN ROTHSCHILD 4197240371 6465 SYLVANIA AVE SYLVANIA OH 43560 STEPHEN ROTHSCHILD CHIEF EXECUTIVE OFFICER 2.00 40.00 X 0 202936 42462 TINA STIEBEN CHIEF FINANCIAL OFFICER (THRU 2/28) 2.00 40.00 X 0 25590 5568 MARK GREENBLATT PRESIDENT 2.00 5.00 X X 0 0 0 DAVID BERLAND VICE PRESIDENT 2.00 5.00 X X 0 0 0 CHAD KRIPKE TREASURER 2.00 5.00 X X 0 0 0 TAMARA GREEN SECRETARY 2.00 5.00 X X 0 0 0 LAURIE GROSS IMMEDIATE PAST PRESIDENT 2.00 5.00 X X 0 0 0 KEN BROCHIN TRUSTEE AT LARGE 2.00 7.00 X 0 0 0 MATT KRIPKE TRUSTEE AT LARGE 2.00 5.00 X 0 0 0 0 228526 48030 0 0 1 0 0 94252 94252 94252 0 0 0 1670 1670 900 435 236 229 115429 115429 117999 435 117335 229 19652 17417 7193106 5858075 1356543 1335031 520000 520000 1896195 1872448 520000 520000 520000 520000 X 1376195 1352448 1376195 1352448 1896195 1872448 -23747 0 X X 0 1 X 1 0 X 105990 94642 134487 94563 94252 523934 105990 94642 134487 94563 94252 523934 41754 482180 7002 7002 100445 100445 631381 0.76370 0.68680 X PART II, SHORT YEAR EXPLANATION: THE ORGANIZATION CHANGED THEIR FISCAL YEAR END FROM 6/30 TO 12/31 IN THE 2021 CALENDAR YEAR. THE 2020 COLUMN IN PART II, SECTION A REFLECTS THIS SHORT PERIOD OF 7/1/21 - 12/31/21. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40940 40940 7046426 5845960 1200466 105740 12115 93625 1335031 YMCA DEPOSIT 520000 520000 YMCA DEPOSIT 520000 520000 X PART X, LINE 2: THE ORGANIZATION DETERMINED IT WAS NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS. 0 0 0 0 0 0 0 0 0 STEPHEN ROTHSCHILD CHIEF EXECUTIVE OFFICER 0 202936 0 0 0 0 0 15460 0 27002 0 245398 0 0 PART I, LINE 3 ALL COMPENSATION IS PAID BY THE JEWISH FEDERATION OF GREATER TOLEDO. THE BOARD MEMBERS REVIEW THE COMPENSATION AND COMPARE TO MARKET VALUE OF COMPARABLE POSITIONS AND APPROVE ANY CHANGES IN COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER WITH A 3 YEAR TERM. THE BOARD THEN APPROVES THE SALARIES DURING THE BUDGET PROCESS AND THE DELIBERATION AND DECISION ARE DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION A, LINE 2 CHAD AND MATT KRIPKE HAVE A FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF UJC HOLDINGS COMPANY IS THE JEWISH FEDERATION OF GREATER TOLEDO. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS OF THE COMPANY ARE AND WILL BE THE CURRENT MEMBERS OF THE FEDERATION EXECUTIVE COMMITTEE. OFFICERS OF THE COMPANY WILL BE ELECTED BY THE SOLE MEMBER AT THE ANNUAL MEETING OF THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7B NOTWITHSTANDING ANYTHING IN THE CODE OF REGULATIONS TO THE CONTRARY, THE COMPANY'S BOARD OF DIRECTORS MUST OBTAIN THE APPROVAL OF THE BOARD OF DIRECTORS OF THE FEDERATION: A. TO BORROW MONEY ON BEHALF OF THE COMPANY; ISSUE, SELL OR PLEDGE NOTES, BONDS OR OTHER EVIDENCES OF INDEBTEDNESS; OR SECURE ANY OF ITS OBLIGATIONS BY GRANT, MORTGAGE, PLEDGE, ASSIGNMENT OR OTHER ENCUMBRANCE OF ANY OF ITS PROPERTY; OR GUARANTEE OR SECURE OBLIGATIONS OF ANY PERSON. B. TO PERMIT ANY CAPITAL EXPENDITURE OR SERIES OF RELATED CAPITAL EXPENDITURES IN EXCESS OF $50,000 IN ANY FISCAL YEAR, FOR THE REPAIR, REPLACEMENT OR IMPROVEMENT OF COMPANY PROPERTY, WHETHER SUCH EXPENDITURE IS MADE BY THE COMPANY OR ANY OTHER ENTITY. C. TO PURCHASE OR OTHERWISE ACQUIRE, LEASE AS LESSEE, INVEST IN, HOLD, USE, LEASE AS LESSOR, ENCUMBER, SELL, EXCHANGE, TRANSFER, OR DISPOSE OF PROPERTY OF ANY DESCRIPTION OR ANY INTEREST IN PROPERTY OF ANY DESCRIPTION. D. TO MAKE CONTRACTS FOR ANY OF THE FOREGOING. E. TO DISSOLVE THE COMPANY. THE CODE OF REGULATIONS MAY BE AMENDED BY THE MAJORITY VOTE OF THE BOARD OF DIRECTORS OF THE SOLE MEMBER CALLED FOR THAT PURPOSE, UPON A MAJORITY VOTE OF THE FEDERATION'S BOARD OF DIRECTORS; PROVIDED, HOWEVER, THAT A TWO-THIRDS VOTE OF ALL DIRECTORS OF THE FEDERATION SHALL BE REQUIRED TO MATERIALLY AMEND THIS CODE. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT HAVE BEEN GRANTED AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM WITH INFORMATION PROVIDED BY MANAGEMENT. THE FORM 990 IS PROVIDED TO THE BOARD FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS, STAFF, AND IMMEDIATE FAMILY MEMBERS ARE COVERED UNDER THE POLICY. MEMBERS ARE REQUIRED EACH YEAR TO CONFIRM THEIR AGREEMENT TO COMPLY WITH THIS POLICY BY SIGNING A CONFLICT OF INTEREST STATEMENT DISCLOSING ANY POTENTIAL OR REAL CONFLICTS OF INTEREST. IN ADDITION, IF MEMBERS BECOME INVOLVED IN OR ARE OTHERWISE MADE AWARE THAT THEY HAVE A CONFLICT OF INTEREST, THEY WILL CONTACT THE PRESIDENT OF THE JFGT. THE JFGT PRESIDENT WILL REVIEW ALL CONFLICT OF INTEREST STATEMENTS AND OTHER DISCLOSURES OF CONFLICTS OF INTEREST TO DETERMINE IF A CONFLICT OF INTEREST EXISTS AND WILL BRING ANY ACTUAL CONFLICTS OF INTEREST TO THE JFGT BOARD'S ATTENTION FOR CONSIDERATION AND ACTION. MEMBERS HAVE AN OGLIBATION TO ACT IN THE BEST INTEREST OF THE JFGT. THIS POLICY IS DESIGNED TO PREVENT CONFLICT OF INTEREST SITUATIONS, INCLUDING SITUATIONS IN WHICH MEMBERS' PERSONAL INTERESTS ARE IN CONFLICT WITH THE INTERESTS OF THE JFGT. WHEN MEMBERS HAVE A CONFLICT OF INTEREST, THEY WILL REFRAIN FROM PARTICIPATING IN DELIBERATIONS AND DECISIONS IN THEIR CAPACITY AS A DIRECTOR, OFFICER, OR EMPLOYEE OF THE JFGT. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH THE FEDERATION WEBSITE: WWW.JEWISHTOLEDO.ORG/ABOUT-US. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. JEWISH FEDERATION OF GREATER TOLEDO 6465 SYLVANIA AVE SYLVANIA OH 43560 344428259 PROVIDE FUNDS FOR THE JEWISH COMMUNITY OH 501(C)(3) LINE 7 N/A 0 THE JOSEPH WASSERSTROM FAMILY SUPPORTING ORGANIZATION 6465 SYLVANIA AVE SYLVANIA OH 43560 341847059 PROVIDE CHARITABLE BENEFITS TO JEWISH WELFARE FEDERATIONS OH 501(C)(3) LINE 12A, I JEWISH FEDERATION OF GREATER TOLEDO 0 DONALD L SOLOMON FUND 6465 SYLVANIA AVE SYLVANIA OH 43560 311674444 SUPPORT JEWISH FEDERATION OF GREATER TOLEDO AND THEIR PROGRAMS OH 501(C)(3) LINE 12A, I JEWISH FEDERATION OF GREATER TOLEDO 0 GARY AND ANDREA DELMAN FAMILY FOUNDATION 6465 SYLVANIA AVE SYLVANIA OH 43560 203214200 SUPPORT JEWISH FEDERATION OF GREATER TOLEDO AND THEIR PROGRAMS OH 501(C)(3) LINE 12A, I JEWISH FEDERATION OF GREATER TOLEDO 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 JEWISH FEDERATION OF GREATER TOLEDO C 74926 GRANTS RECEIVED