2016-06-07T14:11:34-05:00 2015-12-31 720136870 BOURGEOIS BENNETT LLC 111 VETERANS BLVD 17TH FLOOR METAIRIE LA 70005 990 2015-01-01 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 2016-05-24 1 PAUL PECHON P01073556 5048314949 2015 2016-09-27 15:27:22Z ROSELLE UNGAR 3300 W ESPLANADE AVENUE NO 603 METAIRIE LA 70002 1449393 0 X WWW.JFSNEWORLEANS.ORG X 1979 LA COUNSELING, HOMEMAKER SERVICES, ADOPTION, FAMILY LIFE EDUCATION, AND REFUGEES. 30 30 28 70 0 0 754631 914237 439136 449542 31728 32156 50409 27561 1275904 1423496 32427 20537 0 0 981828 1011339 0 0 104412 486776 432131 1501031 1464007 -225127 -40511 2520836 2352506 50490 33263 2470346 2319243 X SEE SCHEDULE O 0 0 1148671 20537 449993 COUNSELING, HOMEMAKER SERVICES, ADOPTION, FAMILY LIFE EDUCATION, AND REFUGEES. COUNSELING - FACE TO FACE AND TELEPHONE. HOMEMAKER - ASSISTANCE WITH DAILY LIVING TASKS, PERSONAL CARE, TRANSPORTATION, AND PSYCHOLOGICAL SUPPORT; THERE ARE 231 LIFELINE MACHINES IN SERVICE. ADOPTION - ADOPTION HOME STUDIES. FAMILY LIFE EDUCATION - OUTREACH PROGRAMS TO INTERFAITH COUPLES, JEWS BY CHOICE, AND TEEN SUICIDE PREVENTION. REFUGEES - AIDING THOSE WHO HAVE RELOCATED WITH EXPENSES, CLOTHING, AND IN TERMS OF ADAPTING. 1148671 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 1 0 1 0 0 0 0 0 0 0 0 0 1 10 0 1 28 1 0 0 0 0 0 1 1 0 0 0 0 X 30 30 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 ARTHUR S WATERMAN BOARD MEMBER 1.00 X 0 0 0 ASHLEY MERLIN 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 SECRETARY 1.00 X X 0 0 0 BROOK BISSINGER BOARD MEMBER 1.00 X 0 0 0 DAVID A DULITZ MD BOARD MEMBER 1.00 X 0 0 0 DEBBIE FRIEDMAN BOARD MEMBER 1.00 X 0 0 0 ELLEN KESSLER BOARD MEMBER 1.00 X 0 0 0 GILBERT BRAUNIG SECOND VICE PRESIDENT 1.00 X X 0 0 0 HOWARD C GREEN BOARD MEMBER 1.00 X 0 0 0 HENRY ROSENBLAT FIRST VICE PRESIDENT 1.00 X X 0 0 0 IAN H ZLATKISS MD BOARD MEMBER 1.00 X 0 0 0 JENNY RICH BOARD MEMBER 1.00 X 0 0 0 JULIE L FINGER MD BOARD MEMBER 1.00 X 0 0 0 JULIE ORECK PRESIDENT 1.00 X X 0 0 0 JULIE WEINER 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 TREASURER 1.00 X X 0 0 0 LORRAINE WILLIAMS BOARD MEMBER 1.00 X 0 0 0 MAURY HERMAN 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 MIKE GERTLER BOARD MEMBER 1.00 X 0 0 0 NATE AFRICK 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 ROSELLE UNGAR EXECUTIVE DIRECTOR 40.00 X 88268 0 5243 88268 0 5243 0 0 0 0 0 92093 26248 795896 914237 HOMEMAKER/LIFELINE 621610 309095 309095 COUNSELING 621420 126166 126166 MISCELLANEOUS 624190 14281 14281 449542 32156 32156 53007 26248 25897 27110 27110 MISCELLANEOUS REVENUE 900099 451 451 451 1423496 449993 0 59266 20537 20537 88268 39720 26481 22067 713908 615229 72076 26603 143428 84559 39408 19461 65735 53450 8224 4061 13000 7975 3364 1661 14294 14294 22107 20256 1239 612 1555 1199 238 118 20032 12401 4052 3579 113730 75458 24516 13756 27926 27735 173 18 5029 3577 952 500 3950 3075 678 197 16566 10162 4287 2117 LIFELINE FEES 118568 118568 PROGRAM EXPENSES 16752 16457 212 83 EQUIPMENT AND MAINTENAN 16143 11430 3155 1558 ORGANIZATION DUES 11424 7092 2465 1867 31055 19791 5110 6154 1464007 1148671 210924 104412 103149 171651 102771 106886 24789 15186 21809 17363 19969 23818 348785 335795 16940 12990 6000 6000 2225409 1998612 2520836 2352506 29187 16017 21303 17246 50490 33263 X 2399069 2204049 71277 115194 2470346 2319243 2520836 2352506 -40511 -110592 0 X 0 1 X 1 0 X 810007 650479 882322 825911 967244 4135963 810007 650479 882322 825911 967244 4135963 521059 3614904 19120 42309 42376 31728 32156 167689 4690 4196 451 9337 4312989 2573371 0.83810 0.87220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 348785 335795 12990 12990 FUNDS HELD BY JEWISH ENDOWMENT FOUNDATION OF LOUISIANA 1998612 1998612 X 1329507 -110592 5000 25897 -79695 1409202 14294 14294 1423496 1480610 5000 25897 30897 1449713 14294 14294 1464007 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, 2015, MANAGEMENT BELIEVES THAT IT HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. TAX YEARS DECEMBER 31, 2012 AND LATER REMAIN SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 25,897. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 25,897. RHYTHM AND SOUL FUNDRAISER 79254 26248 53006 25897 79254 26248 53006 25897 25897 27109 1 CASH FOR ELDERLY AND NEEDY 15 12712 GROCERY STORE GIFT CARDS 9 2125 FMV VALUE OF GROCERY STORE GIFT CARDS PASSOVER FOOD BASKETS 128 5700 COST GIFTS OF PASSOVER FOOD BASKETS. LARRY MANSHEL LARRY IS THE TREASURER OF THE JFS OF GREATER NEW ORLEANS 6240 HIS COMPANY PROVIDES PRINTING SERVICES TO JEWISH FAMILY SERVICE OF GREATER NEW ORLEANS. 0 JEWISH FEDERATION 3 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, 2015, THE BALANCE OF LOANS TO BE RECEIVED & SUBSEQUENTLY REMITTED TO JEWISH FEDERATION OF GNO WAS $17,363. 0 LAUREN UNGAR ROSELLE UNGAR'S DAUGHTER-IN-LAW 281 DESIGN OF INVITATION & PROGRAM FOR OUR RHYTHM & SOUL FUNDRAISER 2015 0 SCHEDULE L, PART IV, CONTINUATION OF DESCRIPTION OF TRANSACTION: THE THREE BOARD MEMBERS ON BOTH THE JEWISH FAMILY SERVICE OF GREATER NEW ORLEANS BOARD AND ON THE JEWISH FEDERATION BOARD ARE MAURY HERMAN, ASHLEY MERLIN 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 11 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 2015 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