2021-12-16T14:58:34-06:00 2020-12-31 721088864 LAPORTE APAC 111 VETERANS MEMORIAL BLVD 600 METAIRIE LA 700054958 990 2020-01-01 720408938 JEWISH FEDERATION OF GREATER NEW ORLEANS JEWI 5047805600 3747 WEST ESPLANADE AVENUE METAIRIE LA 70002 ARNIE FIELKOW CHIEF EXECUTIVE OFFICER 5047805600 2021-12-16 1 ARNIE FIELKOW 999009999 JOHN S WILES CPA P01222673 5048355522 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z ARNIE FIELKOW 3747 WEST ESPLANADE AVENUE METAIRIE LA 70002 4485581 0 X JEWISHNOLA.COM X 1962 LA THE JEWISH FEDERATION OF GNO SERVES AS THE CENTRAL COORDINATING BODY FOR THE JEWISH COMMUNITY. 57 57 38 400 0 0 3244551 3544341 98322 69329 69036 46924 252239 271530 3664148 3932124 1832926 2137985 0 0 1227386 1337331 0 0 318625 796823 757929 3857135 4233245 -192987 -301121 10618515 10776600 507997 679765 10110518 10096835 X THE JEWISH FEDERATION OF GREATER NEW ORLEANS SERVES AS THE CENTRAL COORDINATING BODY FOR THE JEWISH COMMUNITY. ITS PURPOSE IS TO BUILD AND SUSTAIN A VIBRANT JEWISH COMMUNITY IN THE GREATER NEW ORLEANS (CONTINUED ON SCHEDULE O)AREA AND IN ACCORDANCE WITH THE JEWISH TRADITION TO ASSURE THE CONTINUITY OF THE JEWISH PEOPLE IN AMERICA, ISRAEL AND THROUGHOUT THE DIASPORA. 0 0 2914034 2137985 GRANTMAKING AND PLANNING AND ALLOCATIONS - THIS IS ONE OF THE FEDERATION'S PRIMARY PURPOSES. THE FEDERATION ISSUES GRANTS TO FOUR CONSTITUENT AGENCIES AS WELL AS NUMEROUS BENEFICIARY AGENCIES. THE FEDERATION ALSO ISSUES GRANTS SUPPORTING ITS NATIONAL FEDERATION AND ISRAEL AND OVERSEAS. 106409 JCRC - JEWISH COMMUNITY RELATIONS COUNCIL (JCRC) SERVES AS THE FEDERATION'S INTERNAL AND EXTERNAL OUTREACH ARM, ENGAGING ALL SEGMENTS OF THE GREATER NEW ORLEANS JEWISH AND NON-JEWISH COMMUNITY. THE FEDERATION WORKS TO CONNECT WITH NON-JEWISH INDIVIDUALS AND GROUPS IN THE REGION TO PROMOTE JEWISH VALUES. 260065 JNOLA - THIS PROGRAM SERVES THE NEXT-GEN JEWISH COMMUNITY (AGES 21 - 45). THIS PROGRAM OFFERS VARIOUS SOCIAL ENGAGEMENT, PROFESSIONAL NETWORKING, EDUCATIONAL OPPORTUNITIES, AND LEADERSHIP DEVELOPMENT TO ENGAGE AND EDUCATE THIS NEXT-GEN SEGMENT OF THE JEWISH COMMUNITY. THE FEDERATION TRIES TO BUILD RELATIONSHIPS THAT PROMOTE CONTINUED INVOLVEMENT WITH BOARDS AND ORGANIZATIONS NOW AND IN THE FUTURE. 205806 116589 KATZ PHILLIPS LEADERSHIP PROGRAM - THIS PROGRAM TRAINS JEWISH MEN AND WOMEN FOR POSITIONS OF LEADERSHIP WITHIN THE ENTIRE COMMUNITY. EDUCATIONAL SESSIONS DEAL WITH JEWISH AMERICAN HISTORY, SOCIAL ACTION, AND LEADERSHIP DEVELOPMENT. THE HOPE IS THAT GRADUATES WILL ADVANCE TO POSITIONS OF LEADERSHIP WITHIN AN ORGANIZATION AND ALSO BE ACTIVE ON BOARDS THROUGHOUT THE GREATER NEW ORLEANS COMMUNITY.MARKETING - THE FEDERATION'S INTERNAL AND EXTERNAL COMMUNICATIONS WITH THE COMMUNITY ARE CRUCIAL TO GETTING ITS MESSAGE ACROSS TO ALL. THE FEDERATION TRIES TO COORDINATE ALL MESSAGING THROUGH VARIOUS MEDIUMS TO PRESENT A CONSISTENT CLEAR MESSAGE ABOUT ITS ORGANIZATION AND VALUES. 205806 116589 3486314 1 1 0 1 0 0 0 0 1 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 38 1 0 0 0 0 0 0 0 0 0 0 0 0 X 57 57 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X JOEL MEARIMAN 5047805600 3747 W ESPLANADE AVENUE METAIRIE LA 70002 ARNIE FIELKOW EXECUTIVE DIRECTOR 50.00 1.00 X X 265101 0 37157 ALEEZA ADELMAN BOARD MEMBER 1.00 X 0 0 0 SANDY COHEN BOARD MEMBER 1.00 X 0 0 0 INA DAVIS BOARD MEMBER 1.00 X 0 0 0 CATHERINE FRANK BOARD MEMBER 1.00 X 0 0 0 ALEX GERSHANIK BOARD MEMBER 1.00 X 0 0 0 ASHLEY MERLIN GOLD BOARD MEMBER 1.00 X 0 0 0 SUSAN GREEN BOARD MEMBER 1.00 X 0 0 0 SARA LEWIS BOARD MEMBER 1.00 X 0 0 0 BRIAN KATZ VICE PRESIDENT 3.00 X X 0 0 0 ELLEN KESSLER BOARD MEMBER 1.00 X 0 0 0 DALIAH BAUER WOLFSON BOARD MEMBER 1.00 X 0 0 0 DANA SHEPARD BOARD MEMBER 1.00 1.00 X 0 0 0 RANDY ROIG BOARD MEMBER 1.00 X 0 0 0 SARAH SCHATZMANN BOARD MEMBER 1.00 X 0 0 0 GAIL CHALEW BOARD MEMBER 1.00 X 0 0 0 JON SCHLACKMAN BOARD MEMBER 1.00 X 0 0 0 HENRY A MILLER IMMEDIATE PAST CHAIR 3.00 5.00 X X 0 0 0 JARED DAVIDSON BOARD MEMBER 1.00 X 0 0 0 JOANNA STERNBERG BOARD MEMBER 1.00 X 0 0 0 JODY BRAUNIG BOARD MEMBER 1.00 X 0 0 0 JONATHAN JONNY LAKE VICE CHAIR 1.00 X X 0 0 0 JOSHUA L RUBENSTEIN BOARD MEMBER 1.00 X 0 0 0 JOSHUA S FORCE BOARD CHAIR 3.00 X X 0 0 0 PETER SELTZER BOARD MEMBER 1.00 X 0 0 0 KATHRYN F SHEPARD TREASURER 1.00 X X 0 0 0 JACKIE STERN BOARD MEMBER 1.00 X 0 0 0 MAX ZWAIN BOARD MEMBER 1.00 X 0 0 0 MARA FORCE BOARD MEMBER 1.00 X 0 0 0 BRIANA SHEAR BOARD MEMBER 1.00 X 0 0 0 MARC BEHAR SECRETARY 1.00 X X 0 0 0 IRVING WARSHAVER BOARD MEMBER 1.00 X 0 0 0 DAVID ZAPLETAL BOARD MEMBER 1.00 X 0 0 0 MELINDA MINTZ VICE CHAIR 1.00 1.00 X X 0 0 0 MICHAEL DODD BOARD MEMBER 1.00 X 0 0 0 MICHELE GELMAN BOARD MEMBER 1.00 X 0 0 0 HALLIE TIMM BOARD MEMBER 1.00 X 0 0 0 NATE KANTER BOARD MEMBER 1.00 X 0 0 0 ROB STEEG BOARD MEMBER 1.00 X 0 0 0 BEN SWIG BOARD MEMBER 1.00 X 0 0 0 SHELLYE FARBER BOARD MEMBER 1.00 X 0 0 0 DAVID SHEPARD BOARD MEMBER 1.00 X 0 0 0 BRADLEY BAIN BOARD MEMBER 1.00 X 0 0 0 LARRY LEHMANN BOARD MEMBER 1.00 5.00 X 0 0 0 JULIE GREEN BOARD MEMBER 1.00 X 0 0 0 LISA HELLER BOARD MEMBER 1.00 X 0 0 0 SUSAN HESS BOARD MEMBER 1.00 X 0 0 0 BETSY KASTON BOARD MEMBER 1.00 X 0 0 0 MARK MINTZ BOARD MEMBER 1.00 X 0 0 0 SARA KOTTLE BOARD MEMBER 1.00 X 0 0 0 DONALD MELTZER BOARD MEMBER 1.00 X 0 0 0 RABBI TODD SIVERMAN BOARD MEMBER 1.00 X 0 0 0 SHEA SOLL BOARD MEMBER 1.00 X 0 0 0 LEE SUCHERMAN BOARD MEMBER 1.00 X 0 0 0 ALICE YELEN GITTER BOARD MEMBER 1.00 X 0 0 0 AUSTIN MARKS BOARD MEMBER 1.00 X 0 0 0 CHUCK STERN BOARD MEMBER 1.00 X 0 0 0 265101 0 37157 1 0 1 0 0 828236 2716105 3544341 VARIOUS PROGRAMS AND E 900099 69329 69329 69329 95812 95812 224270 0 224270 224270 224270 504569 553457 -48888 -48888 -48888 MISCELLANEOUS 900099 47260 47260 47260 3932124 116589 0 271194 2137985 2137985 353995 213870 81511 58614 802955 439546 238807 124602 101345 61033 32544 7768 79036 45354 21934 11748 21751 10621 7402 3728 13945 8665 5280 173420 165386 5343 2691 34403 16109 12167 6127 124511 122840 350 1321 8788 2931 4119 1738 5673 2116 2366 1191 408499 408499 59041 47693 7547 3801 BAD DEBT EXPENSE 66406 66406 PROPERTY & MAINTENANCE 36451 36451 MISC EXPENSE 20755 18510 1493 752 BANK CHARGES 14082 222 249 13611 -229796 -251517 7194 14527 4233245 3486314 428306 318625 X 674462 535082 34991 877957 346560 319607 131282 28181 95010 34756 10694491 6568996 4509811 4125495 4807232 4836355 19167 19167 10618515 10776600 75871 205565 432126 258500 215700 507997 679765 X 9539439 8948890 571079 1147945 10110518 10096835 10618515 10776600 -301121 298225 -10787 0 X X 0 1 X 1 0 X X 4 JEWISH COMMUNITY CENTER 720408937 7 1 300982 0 JEWISH FAMILY SERVICE 720851575 7 1 135551 0 JEWISH COMMUNITY DAY SCHOOL 721328328 2 1 67887 0 HILLEL FOUNDATION OF NO 720800854 10 1 71175 0 4 575595 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 FORM 990, SCHEDULE A, PAGE 5, PART IV, SECTION E, LINE 2B ORGANIZATION FULFILLS VARIOUS NEEDS OF ITS SUPPORTED ORGANIZATIONS: THE JEWISH COMMUNITY CENTER, JEWISH FAMILY SERVICES, THE JEWISH COMMUNITY DAY SCHOOL, AND THE HILLEL FOUNDATION OF NEW ORLEANS. THE ORGANIZATION PROVIDES ADMINISTRATIVE AND CULTURAL EVENT PROGRAMMING, FUNDRAISING, MARKETING AND PUBLICITY, LEADERSHIP TRAINING, GRANT WRITING, SECURITY NETWORKING AND TRAINING, AND STRATEGIC VISIONARY AND FINANCIAL CONSULTING. ORGANIZATION ALSO HOLDS TITLE TO AND MANAGES A BUILDING, INCLUDING CONFERENCE ROOMS AND OTHER FACILITIES THAT IT PROVIDES FOR ITS SUPPORTED ORGANIZATIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9000 9000 4224245 4233245 361662 90416 0 0 338143 361662 699805 1049708 12000 9000 21000 84536 90416 174952 262428 0 0 7091577 205586 722701 464992 32139 7522733 6555905 189868 1033976 642481 45691 7091577 1.00000 0 1 1 1043108 1043108 9548385 6490578 3057807 102998 78418 24580 4125495 X 4219562 298225 298225 3921337 10787 10787 3932124 4233245 0 4233245 0 4233245 PART V, LINE 4: REVENUE STREAM TO HELP FUND PROGRAMS - 5% MAXIMUM ANNUAL DISTRIBUTION FROM ENDOWMENT FUNDS HELD BY THE JEWISH ENDOWMENT FOUNDATION. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ENTITY IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. THE FEDERATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND MANAGEMENT HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES, IF ANY, WOULD BE INCLUDED IN INCOME TAX EXPENSE. 0 HILLEL FOUNDATION OF NEW ORLEANS 912 BROADWAY ST NEW ORLEANS LA 70118 720800854 501(C)(3) 71175 GENERAL OPERATIONAL SUPPORT JEWISH COMMUNITY CENTER 5342 ST CHARLES AVE NEW ORLEANS LA 70115 720408937 501(C)(3) 300982 GENERAL OPERATIONAL SUPPORT JEWISH COMMUNITY DAY SCHOOL 3747 W ESPLANADE AVE METAIRIE LA 70002 721328328 501(C)(3) 67887 GENERAL OPERATIONAL SUPPORT JEWISH FAMILY SERVICE 3330 W ESPLANADE AVE METAIRIE LA 70002 720851572 501(C)(3) 135551 GENERAL OPERATIONAL SUPPORT JEWISH FEDERATION-NORTH AMERICA 25 BROADWAY STE 1700 NEW YORK NY 10004 131624240 501(C)(3) 776158 GENERAL OPERATIONAL SUPPORT BIRTHRIGHT ISRAEL FOUNDATION 33 EAST 33RD ST NEW YORK NY 10016 263733917 501(C)(3) 10000 GENERAL OPERATIONAL SUPPORT ANTI-DEFAMATION LEAGUE 3747 W ESPLANADE AVE METAIRIE LA 70002 131818723 501(C)(3) 17825 GENERAL OPERATIONAL SUPPORT JEWISH CHILDRENS REGIONAL SERVICES 3500 N CAUSEWAY BLVD METAIRIE LA 70002 720408936 501(C)(3) 14000 GENERAL OPERATIONAL SUPPORT TEMPLE SINAI 6227 ST CHARLES AVENUE NEW ORLEANS LA 70118 720408925 501(C)(3) 13200 GENERAL OPERATIONAL SUPPORT TOURO SYNAGOGUE 4238 ST CHARLES AVENUE NEW ORLEANS LA 70115 720438158 501(C)(3) 32000 GENERAL OPERATIONAL SUPPORT CONGREGATION GATES OF PRAYER 4000 W ESPLANADE AVE METAIRIE LA 70002 720467501 501(C)(3) 8800 GENERAL OPERATIONAL SUPPORT SHIR CHADASH 3737 W ESPLANADE AVE METAIRIE LA 70002 721448252 501(C)(3) 6000 GENERAL OPERATIONAL SUPPORT 12 PART I, LINE 2: AN APPLICATION PROCESS IS SET UP FOR ORGANIZATIONS REQUESTING FUNDING. FUNDING IS MONITORED PERIODICALLY THROUGH INTERACTION WITH ORGANIZATIONS' MANAGEMENT AND BUDGET REVIEW. ALL GRANTS ARE APPROVED BY SPECIFIC COMMITTEES & WHERE APPROPRIATE RATIFIED BY THE EXECUTIVE COMMITTEE/BOARD OF TRUSTEES. X X X X 0 0 0 0 0 0 0 0 0 ARNIE FIELKOW EXECUTIVE DIRECTOR 225000 0 15000 0 25101 0 12057 0 25100 0 302258 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 ALL DONORS IN GOOD STANDING ARE CONSIDERED MEMBERS OF THE ORGANIZATION. THESE DONORS ARE CONSIDERED VOTING CLASS MEMBERS AND ARE ELIGIBLE TO VOTE FOR GOVERNING BODY MEMBERS (BOARD OF TRUSTEES) AT THE ORGANIZATION'S ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7A ALL DONORS IN GOOD STANDING ARE CONSIDERED MEMBERS OF THE ORGANIZATION. THESE DONORS ARE CONSIDERED VOTING CLASS MEMBERS AND ARE ELIGIBLE TO VOTE FOR GOVERNING BODY MEMBERS (BOARD OF TRUSTEES) AT THE ORGANIZATION'S ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B ALL DONORS IN GOOD STANDING ARE CONSIDERED MEMBERS OF THE ORGANIZATION. THESE DONORS ARE CONSIDERED VOTING CLASS MEMBERS AND ARE ELIGIBLE TO VOTE FOR GOVERNING BODY MEMBERS (BOARD OF TRUSTEES) AT THE ORGANIZATION'S ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B REVIEWED BY EXECUTIVE DIRECTOR, PRESIDENT, CONTROLLER, TREASURER AND AUDIT COMMITTEE. FORM 990 MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR FILING BY EMAIL NOTIFICATION OF ITS AVAILABILITY ON THE ORGANIZATION'S WEBSITE USING THE PASSWORD PROVIDED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS FILL OUT A CONFLICT OF INTEREST QUESTIONNAIRE. FORM 990, PART VI, SECTION B, LINE 15 OTHER OFFICERS AND KEY EMPLOYEES - ANNUAL PERFORMANCE REVIEW BY EXECUTIVE DIRECTOR EXECUTIVE DIRECTOR - ANNUAL CONTRACT/PERFORMANCE REVIEW BY THE PRESIDENT OF THE ORGANIZATION & TWO PAST PRESIDENTS FORM 990, PART VI, SECTION C, LINE 19 FORM 990, GOVERNING POLICIES AND DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART X, COLUMN B, LINE 24 IN APRIL 2020, THE FEDERATION RECEIVED A PAYCHECK PROTECTION PROGRAM LOAN IN THE AMOUNT OF $215,700. THIS LOAN IS POTENTIALLY FORGIVABLE UNDER CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY (CARES) ACT IF THE FEDERATION MEETS CERTAIN CRITERIA. THE LOAN HAS AN INTEREST RATE OF 1% AND IS DUE 2 YEARS FROM THE DATE OF ORIGINATION. THERE ARE NO COLLATERAL OR PERSONAL GUARANTEES ASSOCIATED WITH THIS LOAN. SUBSEQUENT TO DECEMBER 31, 2020, THE FEDERATION HAD THE LOAN FORGIVEN AS ALLOWED FOR UNDER THE PROGRAM. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. JEWISH ENDOWMENT FOUNDATION ONE GALLERIA BLVD STE 1040 METAIRIE LA 70001 720638456 ADMINISTER ENDOWMENTS LA 501(C)(3) LINE 7 JEWISH FEDERATION OF GREATER NEW ORLEANS 0 JEWISH COMMUNITY CENTER 5342 ST CHARLES AVE NEW ORLEANS LA 70115 720408937 PROVIDE SOCIAL & EDUCATIONAL PROGRAMS FOR THE COMMUNITY LA 501(C)(3) LINE 11 N/A 0 JEWISH FAMILY SERVICE 3330 W ESPLANADE AVE METAIRIE LA 70002 720851572 FUNDING, COUNSELING & OTHER NEEDS TO JEWISH COMMUNITY LA 501(C)(3) LINE 7 N/A 0 JEWISH COMMUNITY DAY SCHOOL 3747 W ESPLANADE AVE METAIRIE LA 70002 721328328 PROVIDES EDUC AND JEWISH CULTURE IN PRE-K THROUGH 8TH LA 501(C)(3) LINE 2 N/A 0 HILLEL FOUNDATION OF NEW ORLEANS 912 BROADWAY ST NEW ORLEANS LA 70118 720800854 NETWORKING & OTHER PROGRAMS FOR JEWISH COLLEGE STUDENT LA 501(C)(3) LINE 7 N/A 0 0 1 0 1 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 JEWISH COMMUNITY CENTER B 300982 CASH - FAIR MARKET VALUE JEWISH FAMILY SERVICE B 135551 CASH - FAIR MARKET VALUE JEWISH COMMUNITY DAY SCHOOL B 67887 CASH - FAIR MARKET VALUE HILLEL FOUNDATION OF NEW ORLEANS B 71175 CASH - FAIR MARKET VALUE JEWISH COMMUNITY DAY SCHOOL J 64910 CASH - FAIR MARKET VALUE JEWISH COMMUNITY CENTER J 150960 CASH - FAIR MARKET VALUE JEWISH COMMUNITY CENTER D 18430 CASH - FAIR MARKET VALUE JEWISH ENDOWMENT FOUNDATION D 483 CASH - FAIR MARKET VALUE JEWISH COMMUNITY DAY SCHOOL D 2631 CASH - FAIR MARKET VALUE JEWISH ENDOWMENT FOUNDATION C 828236 CASH - FAIR MARKET VALUE