2025-09-22T10:25:05-05:00 2024-12-31 720136870 BOURGEOIS BENNETT LLC 111 VETERANS BLVD SUITE 1700 METAIRIE LA 70005 990 2024-01-01 720851575 JEWISH FAMILY SERVICE OF GREATER NEW ORLEANS INC JEWI 5048318475 3300 W ESPLANADE AVENUE 603 METAIRIE LA 70002 ROSELLE UNGAR EXECUTIVE DIRECTOR 5048318475 2025-09-19 1 1 PAUL PECHON P01073556 5048314949 2024 2025-03-06 01:10:19Z ROSELLE UNGAR 3300 W ESPLANADE AVENUE 603 METAIRIE LA 70002 2819551 0 X WWW.JFSNEWORLEANS.ORG X 1979 LA COUNSELING, CASE MANAGEMENT, SUICIDE PREVENTION EDUCATION, SENIOR CARE PLANNING, AND REFUGEES. 26 26 32 36 0 0 2056155 2395925 384001 336019 34197 58038 -6737 -5146 2467616 2784836 45455 37032 0 0 1787441 2089829 0 0 128896 518493 582868 2351389 2709729 116227 75107 3574298 3775417 340221 250154 3234077 3525263 SEE SCHEDULE O 0 0 2094542 37032 348113 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. 2094542 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 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 5 0 1 32 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X DIRECTOR OF BUSINESS SERVICES 5048318475 3300 W ESPLANADE AVENUE STE 603 METAIRIE LA 70002 DAVID DULITZ MD IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 DEBBIE PESSES PRESIDENT 1.00 X X 0 0 0 BRADLEY BAIN BOARD MEMBER 1.00 X 0 0 0 ASHLEY MERLIN GOLD FIRST VICE PRESIDENT 1.00 X X 0 0 0 ROCHELLE ADLER EFFRON SECOND VICE PRESIDENT 1.00 X X 0 0 0 ELIZABETH AHLQUIST BOARD MEMBER 1.00 X 0 0 0 MICHELE ALLEN-HART TREASURER 1.00 X X 0 0 0 STEPHANIE KASTON SECRETARY 1.00 X X 0 0 0 SARA KOTTLE BOARD MEMBER 1.00 X 0 0 0 JORDAN LIEBERMAN BOARD MEMBER 1.00 X 0 0 0 MELINDA MINTZ BOARD MEMBER 1.00 X 0 0 0 RABBI TODD SILVERMAN BOARD MEMBER 1.00 X 0 0 0 HALLIE TIMM BOARD MEMBER 1.00 X 0 0 0 ELLIE WAINER BOARD MEMBER 1.00 X 0 0 0 GINNY WISE BOARD MEMBER 1.00 X 0 0 0 IAN H ZLATKISS MD BOARD MEMBER 1.00 X 0 0 0 GAIL CHALEW BOARD MEMBER 1.00 X 0 0 0 ELIZABETH KAHN BOARD MEMBER 1.00 X 0 0 0 BARBARA KAPLINSKY BOARD MEMBER 1.00 X 0 0 0 ANN STREIFFER BOARD MEMBER 1.00 X 0 0 0 MICHAEL ALTMONT BOARD MEMBER 1.00 X 0 0 0 RABBI MENDEL CEITLIN BOARD MEMBER 1.00 X 0 0 0 SAM COHEN BOARD MEMBER 1.00 X 0 0 0 MARILYNN WOHLSTADTER BOARD MEMBER 1.00 X 0 0 0 MEGAN YELLIN BOARD MEMBER 1.00 X 0 0 0 MARGOT YOST BOARD MEMBER 1.00 X 0 0 0 ROSELLE UNGAR EXECUTIVE DIRECTOR 40.00 X 129067 0 11850 129067 0 11850 1 0 0 0 0 70000 102841 2223084 2395925 COUNSELING 624100 202438 202438 LIFELINE 621610 117659 117659 MISCELLANEOUS 624100 15922 15922 336019 58038 58038 17475 102841 34715 -17240 -17240 MISCELLANEOUS REVENUE 900099 12094 12094 12094 2784836 348113 0 40798 37032 37032 129067 77440 19360 32267 1612098 1316081 234762 61255 132825 106305 19386 7134 215839 173184 31180 11475 19442 19442 18938 18938 3600 1125 1550 925 3033 2779 254 11773 4441 7195 137 149900 146797 2395 708 11501 2552 7795 1154 1713 1368 237 108 58716 45840 9941 2935 LEASE EXPENSE 129294 89635 37772 1887 UTILITIES 84203 25919 57474 810 PROGRAM EXPENSES 30079 30079 FINANCIAL RESOURCES CEN 20490 20490 40186 13475 18864 7847 2709729 2094542 486291 128896 227834 277070 145406 133165 194277 210949 5675 5634 930 5630 48031 45863 3881 2168 6000 0 2990295 3140801 3574298 3775417 72000 92878 268221 157276 340221 250154 X 3182409 3467346 51668 57917 3234077 3525263 3574298 3775417 75107 216079 0 X 0 1 X 1 0 X 1263745 1239724 1200472 2056155 2395925 8156021 1263745 1239724 1200472 2056155 2395925 8156021 48910 8107111 42249 40001 43168 34197 58038 217653 15680 8141 9280 10654 12094 55849 8429523 1754159 0.96180 0.95240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 48031 45863 2168 2168 FUNDS HELD BY JEWISH ENDOWMENT FOUNDATION OF LOUISIANA 2998627 RIGHT-OF-USE ASSET 142174 3140801 LEASE LIABILITY 157276 157276 X 2981977 216079 216079 2765898 18938 18938 2784836 2725506 34715 34715 2690791 18938 18938 2709729 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, 2024, MANAGEMENT BELIEVES THAT IT HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. TAX YEARS DECEMBER 31, 2021 AND LATER REMAIN SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 34,715. ANNUAL EVENT 120316 102841 17475 34715 120316 102841 17475 34715 34715 -17240 1 CASH FOR ELDERLY AND NEEDY 18 15213 1253 FMV VALUE OF INDIGENT BURIALS, BILL PAYMENTS, DISCOUNTED MEDICAL GUARDIAN SERVICES GROCERY STORE GIFT CARDS 8 4025 FMV VALUE OF GROCERY STORE GIFT CARDS PASSOVER FOOD BASKETS 125 16541 COST GIFTS OF PASSOVER FOOD BASKETS. JEWISH FEDERATION BOARD MEMBERS ARE ON THE BOARDS OF BOTH THE JFS-GNO AND JEWISH FEDERATION 0 SCHEDULE L, PART IV, CONTINUATION OF DESCRIPTION OF TRANSACTION: THERE IS ONE FORMER AND THREE CURRENT BOARD MEMBERS ON BOTH THE JEWISH FAMILY SERVICE OF GREATER NEW ORLEANS BOARD AND ON THE JEWISH FEDERATION BOARD. THE MEMBERS ARE SUSAN GREEN, BRADLEY BAIN, MELINDA MINTZ, ASHLEY GOLD, SARAH KOTTLE AND HALLIE TIMM. 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 2024 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