2019-07-16T14:39:32-05:00 2018-12-31 720136870 BOURGEOIS BENNETT LLC 111 VETERANS BLVD 17TH FLOOR METAIRIE LA 70005 990 2018-01-01 720851575 JEWISH FAMILY SERVICE OF GREATER NEW ORLEANS INC JEWI 5048318475 3300 W ESPLANADE AVENUE NO 603 METAIRIE LA 70002 ROSELLE UNGAR EXECUTIVE DIRECTOR 5048318475 2019-07-09 1 PAUL PECHON P01073556 5048314949 172.81.70.34 2019-07-09 15:40:52 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 5F816FB6F34A8FFDBDACB4A04548A883864908A0 2018 2019-02-21 02:37:17Z ROSELLE UNGAR 3300 W ESPLANADE AVENUE NO 603 METAIRIE LA 70002 1568945 0 X WWW.JFSNEWORLEANS.ORG X 1979 LA COUNSELING, CASE MANAGEMENT, HOMEMAKER SERVICES, SUICIDE PREVENTION EDUCATION, SENIOR CARE PLANNING, AND REFUGEES. 34 34 23 75 0 0 895626 967917 450465 456107 37926 63999 6667 54202 1390684 1542225 24500 28552 0 0 1106882 1066818 0 0 101339 438075 427844 1569457 1523214 -178773 19011 2326485 2247629 41643 46044 2284842 2201585 SEE SCHEDULE O 0 0 1157159 28552 527029 COUNSELING/CASE MANAGEMENT, HOMEMAKER SERVICES, SUICIDE PREVENTION EDUCATION, ADOPTION, SENIOR CARE PLANNING, AND REFUGEES. COUNSELING/CASE MANAGEMENT - FACE TO FACE AND TELEPHONE. HOMEMAKER - ASSISTANCE WITH DAILY LIVING TASKS AND TRANSPORTATION. SUICIDE PREVENTION EDUCATION TEEN LIFE COUNTS SUICIDE PREVENTION PROGRAM. SENIOR CARE PLANNING PROVIDES SERVICES AND RESOURCES TO HELP INDIVIDUALS PREPARE FOR LIFE TRANSITIONS DUE TO AGING. REFUGEES - AIDING THOSE WHO HAVE RELOCATED WITH EXPENSES, CLOTHING, AS WELL AS, HELPING THEM ADAPT. 1157159 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 9 0 1 23 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 34 34 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X JULIE FINKELSTEIN 5048318475 3300 W ESPLANADE AVENUE STE 603 METAIRIE LA 70002 ALLAN BERGER BOARD MEMBER 1.00 X 0 0 0 ASHLEY MERLIN GOLD SECRETARY 1.00 X X 0 0 0 BRADLEY BAIN BOARD MEMBER 1.00 X 0 0 0 BARBARA B GREENBERG BOARD MEMBER 1.00 X 0 0 0 BETSY KASTON FIRST VICE PRESIDENT 1.00 X X 0 0 0 VIVIAN CAHN BOARD MEMBER 1.00 X 0 0 0 DAVID A DULITZ MD TREASURER 1.00 X X 0 0 0 SUE DAUBE BOARD MEMBER 1.00 X 0 0 0 ROCHELLE ADLER EFFRON BOARD MEMBER 1.00 X 0 0 0 GILBERT BRAUNIG BOARD MEMBER 1.00 X 0 0 0 RACHEL FRANK BOARD MEMBER 1.00 X 0 0 0 HENRY ROSENBLAT BOARD MEMBER 1.00 X 0 0 0 IAN H ZLATKISS MD SECOND VICE PRESIDENT 1.00 X X 0 0 0 MARA FORCE BOARD MEMBER 1.00 X 0 0 0 JULIE ORECK IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 JOSH FRIEDMANN BOARD MEMBER 1.00 X 0 0 0 LAUREN BOMBET BOARD MEMBER 1.00 X 0 0 0 JULIE E SCHWARTZ BOARD MEMBER 1.00 X 0 0 0 LAURENCE MANSHEL PRESIDENT 1.00 X X 0 0 0 MIKE GERTLER BOARD MEMBER 1.00 X 0 0 0 SUSAN GREEN BOARD MEMBER 1.00 X 0 0 0 MIRIAM WALTZER BOARD MEMBER 1.00 X 0 0 0 BEN SWIG BOARD MEMBER 1.00 X 0 0 0 SANFORD PAILET BOARD MEMBER 1.00 X 0 0 0 PATTY UNGAR BOARD MEMBER 1.00 X 0 0 0 ALLISON KUPPERMAN BOARD MEMBER 1.00 X 0 0 0 GAIL PESSES BOARD MEMBER 1.00 X 0 0 0 RABBI MATT REIMER BOARD MEMBER 1.00 X 0 0 0 DEBBIE PESSES BOARD MEMBER 1.00 X 0 0 0 LOUIS SHEPARD BOARD MEMBER 1.00 X 0 0 0 LYNNE WASSERMAN BOARD MEMBER 1.00 X 0 0 0 RABBI DEBORAH SILVER BOARD MEMBER 1.00 X 0 0 0 ARTHUR S WATERMAN BOARD MEMBER 1.00 X 0 0 0 ROSELLE UNGAR EXECUTIVE DIRECTOR 40.00 X 99590 0 19493 99590 0 19493 0 0 0 0 0 37239 66939 863739 967917 HOMEMAKER/LIFELINE 621610 283141 283141 COUNSELING 621420 148998 148998 MISCELLANEOUS 624190 23968 23968 456107 63999 63999 10000 66939 26720 -16720 -16720 MISCELLANEOUS REVENUE 900099 70922 70922 70922 1542225 527029 0 47279 28552 28552 99589 44815 29878 24896 748577 623753 93254 31570 151587 81571 49037 20979 67065 53014 9633 4418 13000 7277 3924 1799 14380 14380 37273 34392 2533 348 4813 2400 1097 1316 8123 5094 2026 1003 123636 82393 39373 1870 26019 25564 427 28 7641 5172 1693 776 2620 2040 449 131 15156 8484 4575 2097 LIFELINE FEES 107419 107419 UTILITIES 30734 17989 8738 4007 PROGRAM EXPENSES 14888 14797 47 44 ORGANIZATION DUES 8494 5120 2313 1061 13648 7313 1339 4996 1523214 1157159 264716 101339 95377 118579 0 60451 55658 83269 10454 12504 14483 13403 32922 16213 41564 28784 6181 12780 6000 6000 2105410 1924430 2326485 2247629 27160 32641 14483 13403 41643 46044 X 2242342 2139861 42500 61724 2284842 2201585 2326485 2247629 19011 -102268 0 X 0 1 X 1 0 X 825911 967244 928074 916776 967917 4605922 825911 967244 928074 916776 967917 4605922 825048 3780874 31728 32156 68216 37926 63999 234025 4196 451 16974 70922 92543 4932490 2257673 0.76650 0.78550 X 41564 28784 12780 12780 FUNDS HELD BY JEWISH ENDOWMENT FOUNDATION OF LOUISIANA 1924430 1924430 X 1459851 -102268 7554 26720 -67994 1527845 14380 14380 1542225 1543108 7554 26720 34274 1508834 14380 14380 1523214 PART X, LINE 2: ACCOUNTING STANDARDS PROVIDE DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THESE STANDARDS REQUIRE AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. AS OF DECEMBER 31, 2018, MANAGEMENT BELIEVES THAT IT HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. TAX YEARS DECEMBER 31, 2015 AND LATER REMAIN SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 26,720. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 26,720. 1 CASH FOR ELDERLY AND NEEDY 30 18675 1307 FMV VALUE OF DISCOUNTED HOMEMAKER & LIFELINE SERVICES GROCERY STORE GIFT CARDS 8 1900 FMV VALUE OF GROCERY STORE GIFT CARDS PASSOVER FOOD BASKETS 130 0 6200 COST GIFTS OF PASSOVER FOOD BASKETS. CATCH-A-CAB COUPONS 4 0 470 FMV TRANSPORTATION FOR THE ELDERLY OR DISABLED. JEWISH FEDERATION 5 BOARD MEMBERS ARE ON THE BOARDS OF BOTH THE JFS-GNO AND JEWISH FEDERATION IN 2006, JFS ESTABLISHED A NEW PROGRAM CALLED THE FINANCIAL RESOURCE CENTER. THIS PROGRAM WAS DEVELOPED TO HELP INDIVIDUALS & SMALL BUSINESSES REBUILD HOMES & BUSINESSES DEVASTATED BY HURRICANE KATRINA & THE SUBSEQUENT LEVEE BREACHES, & TO OFFER FINANCIAL INCENTIVES FOR NEWCOMERS, WHO ARE COMMITTED TO THE REBUILDING OF OUR COMMUNITY, TO SETTLE IN GREATER NEW ORLEANS. THIS PROGRAM CONSISTS OF INTEREST FREE LOANS, FINANCIAL ASSISTANCE GRANTS & CASE MANAGEMENT SERVICES. JFS OPERATES AS AN INTERMEDIARY IN PROVIDING LOANS FROM JEWISH FEDERATION OF GREATER NEW ORLEANS TO APPROVED INDIVIDUALS & SMALL BUSINESSES. WHEN MONTHLY LOAN PAYMENTS ARE RECEIVED, JFS REMITS THE LOAN PAYMENTS TO JEWISH FEDERATION OF GNO. IN THE EVENT A LOAN IS NO LONGER COLLECTIBLE, JFS IS NOT LIABLE TO JEWISH FEDERATION OF GNO FOR THE OUTSTANDING LOAN BALANCE. AS OF DECEMBER 31, 2018, THE BALANCE OF LOANS TO BE RECEIVED & SUBSEQUENTLY REMITTED TO JEWISH FEDERATION OF GNO WAS $13,403. 0 SCHEDULE L, PART IV, CONTINUATION OF DESCRIPTION OF TRANSACTION: THE FIVE BOARD MEMBERS ON BOTH THE JEWISH FAMILY SERVICE OF GREATER NEW ORLEANS BOARD AND ON THE JEWISH FEDERATION BOARD ARE MARA FORCE, ASHLEY MERLIN GOLD, BRADLEY BAIN, BEN SWIG AND JULIE WISE ORECK. FORM 990, PART III, LINE 1 - ORGANIZATION MISSION THE MISSION OF JEWISH FAMILY SERVICE OF GREATER NEW ORLEANS IS TO PRESERVE, STRENGTHEN, AND ENHANCE THE WELL-BEING AND SELF-SUFFICIENCY OF INDIVIDUALS AND FAMILIES AT EVERY STAGE OF LIFE. JFS PROVIDES BEHAVIORAL HEALTH PROGRAMS SUCH AS COUNSELING FOR INDIVIDUALS, COUPLES, FAMILIES AND GROUPS, CASE MANAGEMENT, INFORMATION AND REFERRAL AND TEEN SUICIDE PREVENTION. IT ALSO OFFERS PROGRAMS TO KEEP SENIORS IN THE COMMUNITY SUCH AS EMERGENCY RESPONSE HOME MONITORING SERVICES, IN HOME HOMEMAKER ASSISTANCE AND TRANSPORTATION, DISCOUNTED TAXI COUPONS AND A HOME VISIT PROGRAM STAFFED WITH VOLUNTEERS. JFS ALSO WORKS IN THE AREA OF ADOPTION, PROVIDES FINANCIAL ASSISTANCE IN THE FORMS OF LOANS AND GRANTS AND DELIVERS SPECIALTY FOOD BASKETS DURING PASSOVER. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT 990 IS REVIEWED BY THE EXECUTIVE COMMITTEE AND FINANCE COMMITTEE, WHICH GRANT APPROVAL FOR FORM 990 TO BE DISTRIBUTED ELECTRONICALLY TO THE ENTIRE BOARD FOR THE 2018 FORM 990 SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ANNUALLY HAS EACH BOARD MEMBER SIGN THE CONFLICT OF INTEREST POLICY FORM AND RETURN THE FORM BACK TO THE AGENCY. FORM 990, PART VI, SECTION B, LINE 15 15A) EXECUTIVE DIRECTOR COMPENSATION WAS NEGOTIATED BY ROSELLE WITH THE PRESIDENT, VP, AND SECRETARY OF THE BOARD. 15B) SALARIES FOR OTHER KEY PERSONNEL OF THE AGENCY WERE DETERMINED BY THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST