2018-07-26T16:49:05-05:00 2017-12-31 720136870 BOURGEOIS BENNETT LLC 111 VETERANS BLVD 17TH FLOOR METAIRIE LA 70005 990 2017-01-01 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 2018-07-20 1 PAUL PECHON P01073556 5048314949 2017 2022-09-23 18:48:47Z ROSELLE UNGAR 3300 W ESPLANADE AVENUE NO 603 METAIRIE LA 70002 1422141 0 X WWW.JFSNEWORLEANS.ORG X 1979 LA COUNSELING, CASE MANAGEMENT, HOMEMAKER SERVICES, SUICIDE PREVENTION EDUCATION, ADOPTION, SENIOR CARE PLANNING, AND REFUGEES. 38 38 27 75 0 0 911799 895626 462423 450465 68216 37926 -8091 6667 1434347 1390684 21625 24500 0 0 1117654 1106882 0 0 134908 452844 438075 1592123 1569457 -157776 -178773 2363035 2326485 54820 41643 2308215 2284842 SEE SCHEDULE O 0 0 1233326 24500 450465 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, PERSONAL CARE, TRANSPORTATION, AND PSYCHOLOGICAL SUPPORT. ADOPTION - ADOPTION HOME STUDIES. 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 TO ADAPT. 1233326 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 13 0 1 27 1 0 0 0 0 0 1 1 0 0 0 0 X 38 38 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 BOARD MEMBER 1.00 X 0 0 0 AVIVA BOWMAN 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 BROOK BISSINGER BOARD MEMBER 1.00 X 0 0 0 DAVID A DULITZ MD TREASURER 1.00 X X 0 0 0 SOPHIE BURKA BOARD MEMBER 1.00 X 0 0 0 ELLEN KESSLER BOARD MEMBER 1.00 X 0 0 0 GILBERT BRAUNIG BOARD MEMBER 1.00 X 0 0 0 HOWARD C GREEN 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 JENNY RICH BOARD MEMBER 1.00 X 0 0 0 JULIE ORECK IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 MICHAEL DODD BOARD MEMBER 1.00 X 0 0 0 LAUREN BOMBET BOARD MEMBER 1.00 X 0 0 0 JULIE E SCHWARTZ SECRETARY 1.00 X X 0 0 0 LAURENCE MANSHEL PRESIDENT 1.00 X X 0 0 0 DOV GLAZER DDS BOARD MEMBER 1.00 X 0 0 0 MICHELE VARON 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 ROBERT LOEWY BOARD MEMBER 1.00 X 0 0 0 VIVIAN CAHN BOARD MEMBER 1.00 X 0 0 0 MEYER GERTLER BOARD MEMBER 1.00 X 0 0 0 SUE DAUBE 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 BRADLEY BAIN BOARD MEMBER 1.00 X 0 0 0 DARRAH CAPLAN BOARD MEMBER 1.00 X 0 0 0 MARA FORCE BOARD MEMBER 1.00 X 0 0 0 ARTHUR S WATERMAN BOARD MEMBER 1.00 X 0 0 0 LORRAINE WILLIAMS BOARD MEMBER 1.00 X 0 0 0 ROSELLE UNGAR EXECUTIVE DIRECTOR 40.00 X 96804 0 18580 96804 0 18580 0 0 0 0 0 40786 90590 764250 895626 HOMEMAKER/LIFELINE 621610 293161 293161 COUNSELING 621420 133884 133884 MISCELLANEOUS 624190 23420 23420 450465 37926 37926 21150 90590 31457 -10307 -10307 MISCELLANEOUS REVENUE 900099 16974 16974 16974 1390684 467439 0 27619 24500 24500 96804 43562 29042 24200 776483 672270 64580 39633 163445 98751 38467 26227 70150 57451 7551 5148 13299 8489 2860 1950 13610 13610 39761 36720 2542 499 23005 13827 3236 5942 10190 7144 1727 1319 118462 76857 24738 16867 22199 21910 151 138 7711 4963 1634 1114 3174 2472 544 158 14905 9390 3279 2236 LIFELINE FEES 110583 110583 UTILITIES 14768 9830 2846 2092 PROGRAM EXPENSES 13985 13650 158 177 PRINTING AND PUBLICATIO 10671 7659 174 2838 21752 13298 4084 4370 1569457 1233326 201223 134908 121468 95377 64681 55658 16659 10454 15923 14483 30725 32922 348785 342604 9355 6181 6000 6000 2098224 2105410 2363035 2326485 37910 27160 16910 14483 54820 41643 X 2251317 2242342 56898 42500 2308215 2284842 2363035 2326485 -178773 155400 0 X 0 1 X 1 0 X 882322 825911 967244 928074 916776 4520327 882322 825911 967244 928074 916776 4520327 782030 3738297 42376 31728 32156 68216 37926 212402 4690 4196 451 16974 26311 4759040 2295240 0.78550 0.83410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 348785 342604 6181 6181 FUNDS HELD BY JEWISH ENDOWMENT FOUNDATION OF LOUISIANA 2105410 2105410 X 1588591 155400 24660 31457 211517 1377074 13610 13610 1390684 1611964 24660 31457 56117 1555847 13610 13610 1569457 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, 2017, MANAGEMENT BELIEVES THAT IT HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. TAX YEARS DECEMBER 31, 2013 AND LATER REMAIN SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 31,457. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 31,457. RHYTHM AND SOUL FUNDRAISER 111740 90590 21150 31457 111740 90590 21150 31457 31457 -10307 1 CASH FOR ELDERLY AND NEEDY 18 17900 GROCERY STORE GIFT CARDS 6 400 FMV VALUE OF GROCERY STORE GIFT CARDS PASSOVER FOOD BASKETS 130 6100 COST GIFTS OF PASSOVER FOOD BASKETS. CATCH-A-CAB COUPONS 1 100 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, 2017, THE BALANCE OF LOANS TO BE RECEIVED & SUBSEQUENTLY REMITTED TO JEWISH FEDERATION OF GNO WAS $14,483. 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, MICHAEL DODD, JULIE E. SCHWARTZ 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 2017 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 AND THE PRESIDENT OF THE AGENCY. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST