2022-09-14T09:13:10-05:00 2021-12-31 720136870 BOURGEOIS BENNETT LLC 111 VETERANS BLVD SUITE 1700 METAIRIE LA 70005 990 2021-01-01 720851575 JEWISH FAMILY SERVICE OF GREATER NEW ORLEANS INC JEWI 5048318475 3300 W ESPLANADE AVENUE 603 METAIRIE LA 70002 ROSELLE UNGAR EXECUTIVE DIRECTOR 5048318475 2022-08-18 1 ROSELLE UNGAR 999009999 PAUL PECHON P01073556 5048314949 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z ROSELLE UNGAR 3300 W ESPLANADE AVENUE 603 METAIRIE LA 70002 1622839 0 X WWW.JFSNEWORLEANS.ORG X 1979 LA COUNSELING, CASE MANAGEMENT, SUICIDE PREVENTION EDUCATION, SENIOR CARE PLANNING, AND REFUGEES. 29 29 25 40 0 0 1263745 1239724 376601 334973 42249 40001 15680 8141 1698275 1622839 20410 31592 0 0 1036796 1079463 0 0 150683 371815 389964 1429021 1501019 269254 121820 2959921 3332343 51042 31322 2908879 3301021 SEE SCHEDULE O 0 0 1131672 31592 343114 COUNSELING/CASE MANAGEMENT, SUICIDE PREVENTION EDUCATION, ADOPTION, SENIOR CARE PLANNING, AND REFUGEES. COUNSELING/CASE MANAGEMENT - FACE TO FACE AND TELEPHONE. 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. 1131672 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 7 0 1 25 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X DAVID POSTERNOCK 5048318475 3300 W ESPLANADE AVENUE STE 603 METAIRIE LA 70002 HALLIE TIMM BOARD MEMBER 1.00 X 0 0 0 MELINDA MINTZ BOARD MEMBER 1.00 X 0 0 0 SARA KOTTLE BOARD MEMBER 1.00 X 0 0 0 RABBI TODD SILVERMAN BOARD MEMBER 1.00 X 0 0 0 HARRIET AQUIAR-NETTO PHD BOARD MEMBER 1.00 X 0 0 0 ASHLEY MERLIN GOLD TREASURER 1.00 X X 0 0 0 BRADLEY BAIN SECOND VICE PRESIDENT 1.00 X X 0 0 0 STEPHANIE KASTON BOARD MEMBER 1.00 X 0 0 0 BETSY KASTON IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 ANAMARIA VILLAMARIN-LUPIN BOARD MEMBER 1.00 X 0 0 0 DAVID A DULITZ MD PRESIDENT 1.00 X X 0 0 0 SUE DAUBE BOARD MEMBER 1.00 X 0 0 0 ROCHELLE ADLER EFFRON SECRETARY 1.00 X X 0 0 0 GILBERT BRAUNIG BOARD MEMBER 1.00 X 0 0 0 JILL PLOTKIN BOARD MEMBER 1.00 X 0 0 0 HENRY ROSENBLAT BOARD MEMBER 1.00 X 0 0 0 IAN H ZLATKISS MD BOARD MEMBER 1.00 X 0 0 0 JOSH FRIEDMANN BOARD MEMBER 1.00 X 0 0 0 JULIE E SCHWARTZ BOARD MEMBER 1.00 X 0 0 0 SUSAN GREEN 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 GINNY WISE 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 DEBBIE PESSES FIRST VICE PRESIDENT 1.00 X 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 ROSELLE UNGAR EXECUTIVE DIRECTOR 40.00 X 101246 0 14711 101246 0 14711 1 0 0 0 0 40479 1199245 1239724 LIFELINE 621610 163281 163281 COUNSELING 624100 153404 153404 MISCELLANEOUS 624100 18288 18288 334973 40001 40001 MISCELLANEOUS REVENUE 900099 8141 8141 8141 1622839 343114 0 40001 31592 31592 101246 60747 10125 30374 768807 650099 83472 35236 140299 68499 42427 29373 69111 56305 7530 5276 13700 7672 3562 2466 13678 13678 38280 36271 1187 822 13045 10286 1630 1129 10653 6865 2238 1550 117393 64896 30131 22366 22717 18491 4226 666 456 124 86 3575 2002 930 643 18900 10584 4914 3402 LIFELINE FEES 56777 56777 UTILITIES 39313 22230 8817 8266 FINANCIAL RESOURCES CEN 24994 24994 EQUIPMENT & MAINTENANCE 12700 7112 3302 2286 3573 -4206 4597 3182 1501019 1131672 218664 150683 273233 193374 244688 195370 103103 110379 13953 16707 7748 2776 48031 38862 12744 9169 6000 6000 2298452 2798568 2959921 3332343 39207 31322 11835 0 51042 31322 X 2850546 3247853 58333 53168 2908879 3301021 2959921 3332343 121820 270322 0 X 0 1 X 1 0 X 916776 967917 997423 1263745 1239724 5385585 916776 967917 997423 1263745 1239724 5385585 326222 5059363 37926 63999 39779 42249 40001 223954 16974 70922 13519 15680 8141 125236 5734775 2048272 0.88220 0.85080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 48031 38862 9169 9169 FUNDS HELD BY JEWISH ENDOWMENT FOUNDATION OF LOUISIANA 2798568 2798568 X 1884483 270322 5000 275322 1609161 13678 13678 1622839 1492341 5000 5000 1487341 13678 13678 1501019 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, 2021, MANAGEMENT BELIEVES THAT IT HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. TAX YEARS DECEMBER 31, 2018 AND LATER REMAIN SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES. 1 CASH FOR ELDERLY AND NEEDY 21 10016 3438 FMV VALUE OF DISCOUNTED COUNSELING, & LIFELINE SERVICES GROCERY STORE GIFT CARDS 3 0 1800 FMV VALUE OF GROCERY STORE GIFT CARDS PASSOVER FOOD BASKETS 150 0 10015 COST GIFTS OF PASSOVER FOOD BASKETS. COVID FINANCIAL ASSISTANCE 6 5100 1223 FMV VALUE OF CASH ASSISTANCE AND GROCERY STORE GIFT CARDS. JEWISH FEDERATION 8 BOARD MEMBERS ARE ON THE BOARDS OF BOTH THE JFS-GNO AND JEWISH FEDERATION 0 SCHEDULE L, PART IV, CONTINUATION OF DESCRIPTION OF TRANSACTION: THE EIGHT BOARD MEMBERS ON BOTH THE JEWISH FAMILY SERVICE OF GREATER NEW ORLEANS BOARD AND ON THE JEWISH FEDERATION BOARD ARE MELINDA MINTZ, BRADLEY BAIN, ASHLEY MERLIN GOLD, DAVID DULITZ, BEN SWIG, HALLIE TIMM, SUSAN GREEN AND GAIL PESSES. 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. JFS ALSO WORKS IN THE AREA OF ADOPTION, PROVIDES FINANCIAL ASSISTANCE IN THE FORMS OF 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 2021 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