2026-07-07T09:11:24-05:00 2025-12-31 720136870 BOURGEOIS BENNETT LLC 111 VETERANS BLVD SUITE 1700 METAIRIE LA 70005 990 2025-01-01 720851575 JEWISH FAMILY SERVICE OF GREATER NEW ORLEANS INC JEWI 5048318475 3300 W ESPLANADE AVENUE 603 METAIRIE LA 70002 ROSELLE UNGAR CHIEF EXECUTIVE OFFICER 5048318475 2026-06-23 1 PAUL PECHON P01073556 5048314949 2025 2025-03-06 01:10:19Z ROSELLE UNGAR 3300 W ESPLANADE AVENUE 603 METAIRIE LA 70002 2207451 0 X WWW.JFSNEWORLEANS.ORG X 1979 LA COUNSELING, CASE MANAGEMENT, SUICIDE PREVENTION EDUCATION, SENIOR CARE PLANNING, AND REFUGEES. 27 27 32 35 0 0 2395925 1732819 336019 352937 58038 94468 -5146 -12576 2784836 2167648 37032 36150 0 0 2089829 1476183 0 0 155869 582868 500666 2709729 2012999 75107 154649 3775417 4019704 250154 84697 3525263 3935007 SEE SCHEDULE O 0 0 1354490 36150 361414 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 - HELPING THEM ADAPT. 1354490 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 4 0 1 32 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 CHIEF FINANCIAL OFFICER 5048318475 3300 W ESPLANADE AVENUE STE 603 METAIRIE LA 70002 ASHLEY MERLIN GOLD BOARD CHAIR 1.00 X X 0 0 0 MICHELE ALLEN-HART FIRST VICE CHAIR 1.00 X X 0 0 0 JORDAN LIEBERMAN SECOND VICE CHAIR 1.00 X X 0 0 0 STEPHANIE KASTON TREASURER 1.00 X X 0 0 0 MEGAN YELLIN SECRETARY 1.00 X X 0 0 0 DEBBIE PESSES IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 MICHAEL ALLTMONT BOARD MEMBER 1.00 X 0 0 0 BRADLEY BAIN BOARD MEMBER 1.00 X 0 0 0 ANNIE BAUMAN BOARD MEMBER 1.00 X 0 0 0 RABBI MENDEL CEITLIN BOARD MEMBER 1.00 X 0 0 0 GAIL CHALEW BOARD MEMBER 1.00 X 0 0 0 SAM COHEN BOARD MEMBER 1.00 X 0 0 0 RABBI DAVID COHEN-HENRIQUEZ BOARD MEMBER 1.00 X 0 0 0 AMELIA HALSTEAD BOARD MEMBER 1.00 X 0 0 0 ABRAM HIMELSTEIN 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 ANNIE MIZRAHI BOARD MEMBER 1.00 X 0 0 0 MOLLY PULDA BOARD MEMBER 1.00 X 0 0 0 SUSAN SCHARFF BOARD MEMBER 1.00 X 0 0 0 ANN STREIFFER BOARD MEMBER 1.00 X 0 0 0 SAMANTHA JAFFE TANENBAUM 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 MARILYNN GALLER WOHLSTADTER BOARD MEMBER 1.00 X 0 0 0 MARGOT BEERMAN YOST BOARD MEMBER 1.00 X 0 0 0 ROSELLE UNGAR CHIEF EXECUTIVE OFFICER 40.00 X 134094 0 12826 134094 0 12826 1 0 0 0 0 70813 93672 1568334 1732819 COUNSELING 624100 229755 229755 MEDICAL GUARDIAN 621610 108198 108198 MISCELLANEOUS 624100 14984 14984 352937 94468 94468 18750 93672 39803 -21053 -21053 MISCELLANEOUS REVENUE 900099 8477 8477 8477 2167648 361414 0 73415 36150 36150 134094 87161 13409 33524 1086062 731665 274398 79999 153747 101608 37391 14748 102280 68665 24107 9508 16501 9709 6792 22232 22232 15474 13442 1366 666 11057 10753 304 9800 5473 2939 1388 56638 56475 98 65 8952 1950 6107 895 647 309 242 96 46217 22050 17331 6836 LEASE EXPENSE 131400 87545 41769 2086 UTILITIES 80753 35555 44390 808 PROGRAM EXPENSES 56023 56023 FINANCIAL RESOURCES CEN 20899 20899 24073 9058 9765 5250 2012999 1354490 502640 155869 277070 248853 133165 84676 210949 102577 5634 15057 5630 15466 48031 46510 2168 1521 3140801 3551554 3775417 4019704 92878 44491 157276 40206 250154 84697 X 3467346 3878757 57917 56250 3525263 3935007 3775417 4019704 154649 255095 0 X 0 1 X 1 0 X 1239724 1200472 2056155 2395925 1732819 8625095 1239724 1200472 2056155 2395925 1732819 8625095 8625095 40001 43168 34197 58038 94468 269872 8141 9280 10654 12094 8477 48646 8943613 1730495 0.96440 0.96180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 48031 46510 1521 1521 FUNDS HELD BY JEWISH ENDOWMENT FOUNDATION OF LOUISIANA 3524110 RIGHT-OF-USE ASSET 27444 3551554 LEASE LIABILITY 40206 40206 X 2400511 255095 255095 2145416 22232 22232 2167648 2030570 39803 39803 1990767 22232 22232 2012999 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, 2025, MANAGEMENT BELIEVES THAT IT HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. TAX YEARS DECEMBER 31, 2022 AND LATER REMAIN SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 39,803. ANNUAL EVENT 112422 93672 18750 39803 112422 93672 18750 39803 39803 -21053 1 CASH FOR ELDERLY AND NEEDY 23 15732 1718 FMV VALUE OF INDIGENT BURIALS, BILL PAYMENTS, DISCOUNTED MEDICAL GUARDIAN SERVICES GROCERY STORE GIFT CARDS 7 3450 FMV VALUE OF GROCERY STORE GIFT CARDS PASSOVER FOOD BASKETS 122 15250 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 ARE TWO BOARD MEMBERS ON BOTH THE JEWISH FAMILY SERVICE OF GREATER NEW ORLEANS BOARD AND ON THE JEWISH FEDERATION BOARD. THE MEMBERS ARE ASHLEY GOLD AND BRADLEY BAIN. 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 2025 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) CEO COMPENSATION WAS NEGOTIATED BY ROSELLE WITH THE BOARD CHAIR, FIRST VICE CHAIR, AND SECRETARY OF THE BOARD. 15B) SALARIES FOR OTHER KEY PERSONNEL OF THE AGENCY WERE DETERMINED BY THE CEO. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST