2023-08-16T15:20:19-05:00 2022-12-31 720136870 BOURGEOIS BENNETT LLC 111 VETERANS BLVD SUITE 1700 METAIRIE LA 70005 990 2022-01-01 720851575 JEWISH FAMILY SERVICE OF GREATER NEW ORLEANS INC JEWI 5048318475 3300 W ESPLANADE AVENUE 603 METAIRIE LA 70002 ROSELLE UNGAR EXECUTIVE DIRECTOR 5048318475 2023-08-16 1 ROSELLE UNGAR 999009999 0 PAUL PECHON P01073556 5048314949 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z ROSELLE UNGAR 3300 W ESPLANADE AVENUE 603 METAIRIE LA 70002 1585887 0 X WWW.JFSNEWORLEANS.ORG X 1979 LA COUNSELING, CASE MANAGEMENT, SUICIDE PREVENTION EDUCATION, SENIOR CARE PLANNING, AND REFUGEES. 27 27 25 35 0 0 1239724 1200472 334973 322565 40001 43168 8141 11220 1622839 1577425 31592 29543 0 0 1079463 1186357 0 0 111663 389964 425736 1501019 1641636 121820 -64211 3332343 3274472 31322 421076 3301021 2853396 SEE SCHEDULE O 0 0 1233353 29543 331847 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. 1233353 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 6 0 1 25 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 27 27 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 PRESIDENT 1.00 X X 0 0 0 DEBBIE PESSES FIRST VICE PRESIDENT 1.00 X X 0 0 0 BRADLEY BAIN SECOND VICE PRESIDENT 1.00 X X 0 0 0 ASHLEY MERLIN GOLD TREASURER 1.00 X X 0 0 0 ROCHELLE ADLER EFFRON SECRETARY 1.00 X X 0 0 0 BETSY THREEFOOT KASTON IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 ELIZABETH AHLQUIST BOARD MEMBER 1.00 X 0 0 0 MICHELE ALLEN-HART BOARD MEMBER 1.00 X 0 0 0 GILBERT BRAUNIG BOARD MEMBER 1.00 X 0 0 0 JOSH FRIEDMANN BOARD MEMBER 1.00 X 0 0 0 STEPHANIE KASTON BOARD MEMBER 1.00 X 0 0 0 SARA KOTTLE BOARD MEMBER 1.00 X 0 0 0 ALLISON KUPPERMAN BOARD MEMBER 1.00 X 0 0 0 JORDAN LIEBERMAN BOARD MEMBER 1.00 X 0 0 0 SALLYE MARCUS BOARD MEMBER 1.00 X 0 0 0 MELINDA MINTZ BOARD MEMBER 1.00 X 0 0 0 GAIL PESSES 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 JULIE E SCHWARTZ BOARD MEMBER 1.00 X 0 0 0 RABBI TODD SILVERMAN BOARD MEMBER 1.00 X 0 0 0 BEN SWIG BOARD MEMBER 1.00 X 0 0 0 HALLIE TIMM BOARD MEMBER 1.00 X 0 0 0 ANAMARIA VILLAMARIN-LUPIN 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 ROSELLE UNGAR EXECUTIVE DIRECTOR 40.00 X 115443 0 7996 115443 0 7996 1 0 0 0 0 65358 26399 1108715 1200472 COUNSELING 624100 190663 190663 LIFELINE 621610 124903 124903 MISCELLANEOUS 624100 6999 6999 322565 43168 43168 10400 26399 8462 1938 1938 MISCELLANEOUS REVENUE 900099 9282 9282 9282 1577425 331847 0 45106 29543 29543 115443 69266 17316 28861 865283 696963 118873 49447 127153 99343 17657 10153 78478 61314 10898 6266 14312 11134 2000 1178 15722 15722 20018 16088 3930 36353 30757 903 4693 10726 5968 4622 136 42089 40676 1329 84 5704 1086 4618 3575 2696 615 264 17497 9973 7349 175 LEASE EXPENSE 124317 70860 52214 1243 UTILITIES 42978 24498 18050 430 LIFELINE FEES 30131 30131 FINANCIAL RESOURCES CEN 22494 22494 39820 10563 24454 4803 1641636 1233353 296620 111663 193374 182042 195370 106854 110379 153937 16707 9235 2776 5544 48031 42437 9169 5594 6000 6000 2798568 2805266 3332343 3274472 31322 52091 0 368985 31322 421076 X 3247853 2804228 53168 49168 3301021 2853396 3332343 3274472 X -64211 -372845 -10569 X 0 1 X 1 0 X 967917 997423 1263745 1239724 1200472 5669281 967917 997423 1263745 1239724 1200472 5669281 140470 5528811 63999 39779 42249 40001 43168 229196 70922 13519 15680 8141 9280 117542 6016019 1920372 0.91900 0.88220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 48031 42437 5594 5594 FUNDS HELD BY JEWISH ENDOWMENT FOUNDATION OF LOUISIANA 2452365 RIGHT-OF-USE ASSET 352901 2805266 LEASE LIABILITY 368985 368985 X 1188858 -372845 -372845 1561703 15722 15722 1577425 1634376 8462 8462 1625914 15722 15722 1641636 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, 2022, MANAGEMENT BELIEVES THAT IT HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. TAX YEARS DECEMBER 31, 2019 AND LATER REMAIN SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 8,462. ANNUAL EVENT 36799 26399 10400 8462 36799 26399 10400 8462 8462 1938 1 CASH FOR ELDERLY AND NEEDY 20 11450 2041 FMV VALUE OF DISCOUNTED COUNSELING, & LIFELINE SERVICES GROCERY STORE GIFT CARDS 3 0 2400 FMV VALUE OF GROCERY STORE GIFT CARDS PASSOVER FOOD BASKETS 177 0 13652 COST GIFTS OF PASSOVER FOOD BASKETS. JEWISH FEDERATION 5 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 FIVE BOARD MEMBERS ON BOTH THE JEWISH FAMILY SERVICE OF GREATER NEW ORLEANS BOARD AND ON THE JEWISH FEDERATION BOARD ARE BRADLEY BAIN, SUSAN GREEN, MELINDA MINTZ, GAIL PESSES & 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 2022 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 FORM 990, PART XI, LINE 9: IMPLEMENTATION OF LEASE STANDARD - PRIOR PERIOD ADJUSTMENT -10,569.