2025-11-11T11:00:39-06:00 2024-12-31 720870824 WEGMANN DAZET APC 111 VETERANS BLVD SUITE 1600 METAIRIE LA 70005 990 2024-01-01 720408938 JEWISH FEDERATION OF GREATER NEW ORLEANS JEWI 5047805600 3747 WEST ESPLANADE AVENUE METAIRIE LA 70002 SHERRI TARR CEO 5047805600 2025-11-07 1 0 VALERIE LOWRY P01266145 5048378844 2024 2025-03-06 01:10:19Z SHERRI TARR 3747 WEST ESPLANADE AVENUE METAIRIE LA 70002 5661730 0 X JEWISHNOLA.ORG X 1962 LA THE JEWISH FEDERATION OF GREATER NEW ORLEANS' MISSION IS TO INSPIRE COMMUNITY MEMBERS TO EXPLORE AND SHARE THEIR JEWISH IDENTITIES THROUGH A VARIETY OF CHANNELS. 57 57 39 400 0 0 3859724 4410436 183493 169488 195944 73828 358369 432289 4597530 5086041 2325049 2244963 0 0 1399716 1437025 0 0 322275 1147072 1056031 4871837 4738019 -274307 348022 11259749 12585587 1090481 1561902 10169268 11023685 X THE JEWISH FEDERATION OF GNO'S MISSION IS TO INSPIRE COMMUNITY MEMBERS TO EXPLORE AND SHARE THEIR JEWISH IDENTITIES THROUGH A VARIETY OF CHANNELS. 0 0 3210273 2244963 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. 32952 6932 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. 530669 321774 PROGRAMMING- JEWISH FEDERATION ENGAGES THE COMMUNITY THROUGH A NUMBER OF PROGRAMS IN AN EFFORT TO ENGAGE ALL AREAS OF THE COMMUNITY. JFGNO ENVISIONS A CONNECTED AND INCLUSIVE JEWISH COMMUNITY THAT FOSTERS SPIRITUAL, SOCIAL, AND PHILANTHROPIC CONNECTION THROUGHOUT JEWISH LIFE. 5561 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. 92468 MARKETING- THE FEDERATION'S INTERNAL AND EXTERNAL COMMUNICATIONS WITH THE COMMUNTIY ARE CRUCIAL TO GETTING ITS MESSAGE ACROSS TO ALL. THE FEDERATION TRIES TO COORDINATE ALL MESSAGING THROUGH VARIOUS MEDIUMSS TO PRESENT A CONSISTENT CLEAR MESSAGE ABOUT ITS ORGANIZATION AND VALUES. 92468 5561 3866362 1 1 0 1 0 0 0 0 1 1 1 0 0 1 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 39 1 0 0 0 0 0 0 0 0 0 0 0 0 X 57 57 1 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X ELIZABETH STERN 5047805600 3747 WEST ESPLANADE AVENUE METAIRIE LA 70002 JONNY LAKE BOARD CHAIR 3.00 X X 0 0 0 DR MARC BEHAR VICE BOARD CHAIR 1.00 X X 0 0 0 MARA FORCE VICE BOARD CHAIR 1.00 X X 0 0 0 MELINDA MINTZ BOARD CHAIR DESIGNATE 1.00 X X 0 0 0 JACKIE STERN SECRETARY 1.00 X X 0 0 0 KATHY SHEPARD TREASURER 1.00 2.00 X X 0 0 0 MICHELE GELMAN BOARD MEMBER 1.00 X 0 0 0 SARAH SCHATZMANN ALLOCATIONS CHAIR 1.00 X 0 0 0 DAVID SHEPARD ISRAEL AND OVERSEAS CHAIR 1.00 X 0 0 0 SARA LEWIS JCRC CHAIR 1.00 X 0 0 0 ALICE YELEN GITTER EC MEMBER-AT-LARGE 1.00 X 0 0 0 DR RANDY ROIG EC MEMBER-AT-LARGE 1.00 X 0 0 0 DANA SHEPARD EC MEMBER-AT-LARGE 1.00 X 0 0 0 ROB STEEG EC MEMBER-AT-LARGE 1.00 X 0 0 0 BRIAN KATZ IMMEDIATE PAST BOARD CHAIR 3.00 X X 0 0 0 ALAN FRANCO JEF PRESIDENT 1.00 X X 0 0 0 ROBERT FRENCH CHIEF EXECUTIVE OFFICER 40.00 1.00 X X 133597 0 66130 SHAYNA GOLDFINE BOARD MEMBER 1.00 X 0 0 0 NADIA LYNN BOARD MEMBER 1.00 X 0 0 0 BARRI BRONSTON BOARD MEMBER 1.00 X 0 0 0 GAIL CHALEW BOARD MEMBER 1.00 X 0 0 0 INA DAVIS BOARD MEMBER 1.00 X 0 0 0 TRACEY DODD BOARD MEMBER 1.00 X 0 0 0 SHELLYE FARBER BOARD MEMBER 1.00 X 0 0 0 JONATHAN FRIEDMAN BOARD MEMBER 1.00 X 0 0 0 JASON GAINES BOARD MEMBER 1.00 X 0 0 0 MICHAEL GOLDMAN BOARD MEMBER 1.00 X 0 0 0 JULIE GREEN BOARD MEMBER 1.00 X 0 0 0 SUSAN GREEN CAMPAIGN CO-CHAIR 1.00 X 0 0 0 LISA HELLER BOARD MEMBER 1.00 X 0 0 0 NADAV HERMAN BOARD MEMBER 1.00 X 0 0 0 EMMA HERR BOARD MEMBER 1.00 X 0 0 0 SUSAN HESS BOARD MEMBER 1.00 X 0 0 0 HARRIET HILLSON BOARD MEMBER 1.00 X 0 0 0 TAMARA JACOBSON BOARD MEMBER 1.00 X 0 0 0 DR AARON KLINGER BOARD MEMBER 1.00 X 0 0 0 KEITH KORNMAN BOARD MEMBER 1.00 X 0 0 0 SARA KOTTLE BOARD MEMBER 1.00 X 0 0 0 STACEY LUTZ BOARD MEMBER 1.00 X 0 0 0 DIANA MANN BOARD MEMBER 1.00 X 0 0 0 DEBBIE PESSES BOARD MEMBER 1.00 X 0 0 0 JON SCHLACKMAN BOARD MEMBER 1.00 X 0 0 0 ROSE SHER BOARD MEMBER 1.00 X 0 0 0 LEE SUCHERMAN BOARD MEMBER 1.00 X 0 0 0 DR ARAN TOSHAV BOARD MEMBER 1.00 X 0 0 0 TANA VELEN BOARD MEMBER 1.00 X 0 0 0 DAVID ZAPLETAL BOARD MEMBER 1.00 X 0 0 0 JOSH ZUCKERMAN BOARD MEMBER 1.00 X 0 0 0 CHUCK STERN BOARD MEMBER 1.00 X 0 0 0 ALAN BORNSTEIN BOARD MEMBER 1.00 X 0 0 0 HALLIE TIMM BONIN BOARD MEMBER 1.00 X 0 0 0 GABE FELDMAN BOARD MEMBER 1.00 X 0 0 0 JILL ISRAEL BOARD MEMBER 1.00 X 0 0 0 STAN KESSLER BOARD MEMBER 1.00 X 0 0 0 ALON SHAYA BOARD MEMBER 1.00 X 0 0 0 RABBI DAN SHERMAN BOARD MEMBER 1.00 X 0 0 0 BRIAN WEIMER BOARD MEMBER 1.00 X 0 0 0 BRADLEY BAIN BOARD MEMBER 1.00 X 0 0 0 SHERRI A TARR CHIEF OPERATING OFFICER 40.00 X 99028 0 3404 232625 0 69534 1 0 1 0 0 1049096 3361340 4410436 CSD REVENUE 900099 116948 116948 CAMPAIGN EVENTS 900099 39030 39030 KATZ-PHILLIPS LEADERSH 900099 6932 6932 JNOLA 900099 5561 5561 JPNOLA EVENT INCOME 900099 657 657 360 360 169488 61497 61497 267510 0 267510 267510 267510 588020 575689 12331 12331 12331 REIMBURSEMENT 900099 88177 88177 DISTR. FUND PORTFOLIO 900099 59593 59593 P2G INCOME 900099 12000 12000 5009 5009 164779 5086041 334267 0 341338 2244963 2244963 232625 131563 66884 34178 1001719 566532 288013 147174 12412 6058 5044 1310 104761 78825 10714 15222 85508 33607 50573 1328 55786 29581 11423 14782 53453 6462 44034 2957 9294 6171 3123 101863 66276 20602 14985 66987 33398 14318 19271 252012 247947 2920 1145 6355 2470 2445 1440 30588 3316 19597 7675 297390 297390 220215 210070 4422 5723 PROPERTY & MAINTENANCE 226686 226102 584 COMMUNITY SECURITY DIRE 172641 172641 EVENTS 56479 1055 339 55085 BAD DEBT EXPENSE 4347 4347 -498065 -498065 4738019 3866362 549382 322275 692637 537446 322981 586175 550584 615769 301559 275571 102070 256397 10896420 7948271 3113080 2948149 5442984 6602245 733854 763835 11259749 12585587 904541 1253534 185940 308368 1090481 1561902 X 8437503 7375237 1731765 3648448 10169268 11023685 11259749 12585587 348022 522844 -16449 0 X X 0 1 X 1 0 X X 4 JEWISH COMMUNITY CENTER 720408937 7 1 280752 0 JEWISH FAMILY SERVICE OF GREATER NEW ORLEANS INC 720851575 7 1 129301 0 JEWISH COMMUNITY DAY SCHOOL OF GREATER NEW ORLEANS 721328328 2 1 56940 0 HILLEL FOUNDATION OF NO 726031116 10 1 71175 0 4 538168 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 HOSTS TITLE TO AND MANAGES A BUILDING, INCLUDING CONFERENCE ROOMS AND OTHER FACILITIES THAT IT PROVIDES FOR ITS SUPPORTED ORGANIZATIONS. FORM 990, SCHEDULE A, PAGE 5, PART IV, SECTION E, LINE 2A THE FEDERATION ENGAGES IN ACTIVITIES, SUBSTANTIALLY ALL OF WHICH DIRECTLY FURTHER THE EXEMPT PURPOSE OF ITS SUPPORTED ORGANIZATIONS. FORM 990, SCHEDULE A, PAGE 5, PART IV, SECTION D, LINE 3 ONE OR MORE MEMBERS OF FEDERATION'S SUPPORTED ORGANIZATIONS' GOVERNING BODIES ARE ALSO OFFICERS, DIRECTORS, OR TRUSTEES OF, OR HOLD IMPORTANT OFFICES IN, FEDERATION. ADDITIONALLY, FEDERATION'S OFFICERS, DIRECTORS, AND TRUSTEES MAINTAIN A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATIONS' OFFICERS, DIRECTORS, AND TRUSTEES. FEDERATION'S OFFICERS REGULARLY COMMUNICATE WITH THE SUPPORTED ORGANIZATIONS' OFFICERS CONCERNING THE FUNDRAISING, PROGRAMMING, AND GRANT DISTRIBUTION PLANS OF FEDERATION. BY REASON OF THIS CLOSE RELATIONSHIP, FEDERATION'S SUPPORTED ORGANIZATIONS HAVE A SIGNIFICANT VOICE IN THE DIRECTION OF FEDERATION'S SUPPORT, INCLUDING THE TIMING OF FEDERATION'S GRANTS, THE MANNER OF FEDERATION'S MAKING GRANTS, THE SELECTION OF GRANT RECIPIENTS, AND OTHERWISE DIRECTING THE USE OF FEDERATION'S ASSETS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4738019 4738019 386901 96725 0 0 372906 394369 393592 386901 1547768 2321652 18000 18000 93227 98592 98398 96725 386942 580413 0 0 6947982 61308 694765 400408 46505 7257142 6589397 528472 114570 55317 6947982 8312463 -1061402 615781 45883 6589397 7522733 1408371 1045492 1622505 41628 8312463 7091577 205586 722701 464992 32139 7522733 0 1 1 1043108 1043108 9668421 7852913 1815508 184891 95358 89533 2948149 DEPOSITS 20039 LONG TERM RECEIVABLE 743796 763835 X 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. PART V, LINE 4 REVENUE STREAM TO HELP FUND PROGRAMS- 5% MAXIMUM ANNUAL DISTRIBUTION FROM ENDOWMENT FUNDS HELD BY THE JEWISH ENDOWMENT FOUNDATION. 0 HILLEL FOUNDATION OF NEW ORLEANS 912 BROADWAY NEW ORLEANS LA 70118 726031116 501(C)(3) 71175 0 GENERAL OPERATIONAL SUPPORT NEW ORLEANS JEWISH COMMUNITY CENTER 5342 ST CHARLES AVE NEW ORLEANS LA 70115 720408937 501(C)(3) 280752 0 GENERAL OPERATIONAL SUPPORT JEWISH FAMILY SERVICE OF GREATER NEW ORLEANS INC 3300 W ESPLANADE AVE 603 METAIRIE LA 70002 720851575 501(C)(3) 129301 0 GENERAL OPERATIONAL SUPPORT JEWISH COMMUNITY DAY SCHOOL OF GREATER NEW ORLEANS 3747 W ESPLANADE AVENUE METAIRIE LA 70002 721328328 501(C)(3) 56940 0 GENERAL OPERATIONAL SUPPORT CONGREGATION GATES OF PRAYER 4000 WEST ESPLANADE AVENUE METAIRIE LA 70002 720467501 501(C)(3) 12900 0 GENERAL OPERATIONAL SUPPORT TOURO SYNAGOGUE 4238 ST CHARLES AVE NEW ORLEANS LA 70115 720438158 501(C)(3) 26550 0 GENERAL OPERATIONAL SUPPORT ANTI-DEFAMATION LEAGUE 55 IVAN ALLEN JR BLVD SUITE 520 ATLANTA GA 30308 131818723 501(C)(3) 17825 0 GENERAL OPERATIONAL SUPPORT JEWISH CHILDREN'S REGIONAL SERVICES 3500 N CAUSEWAY BLVD SUITE 1120 METAIRIE LA 70002 720408936 501(C)(3) 14000 0 GENERAL OPERATIONAL SUPPORT JEWISH COMMUNITY CENTERS ASSOCIATION OF NORTH AMERICA 520 EIGHTH AVENUE NEW YORK NY 10018 135599486 501(C)(3) 16000 0 GENERAL OPERATIONAL SUPPORT THE JEWISH FEDERATIONS OF NORTH AMERICA INC 25 BROADWAY SUITE 1700 NEW YORK NY 10004 131624240 501(C)(3) 1238470 0 GENERAL OPERATIONAL SUPPORT 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 ROBERT FRENCH CHIEF EXECUTIVE OFFICER 133597 0 0 0 0 0 0 0 66130 0 199727 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 CHUCK STERN AND JACKIE STERN ARE MARRIED. 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 CHIEF EXECUTIVE OFFICER, BOARD CHAIR, CONTROLLER, TREASURER AND AUDIT COMMITTEE. FORM 990 MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO 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 CHIEF EXECUTIVE OFFICER CHIEF EXECUTIVE OFFICER- ANNUAL CONTRACT/PERFORMANCE REVIEW BY THE BOARD CHAIR OF THE ORGANIZATION & TWO PAST BOARD CHAIRS FORM 990, PART VI, SECTION C, LINE 19 FORM 990, GOVERNING POLICIES AND DOCUMENTS, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBIC UPON REQUEST. 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 726031116 NETWORKING & OTHER PROGRAMS FOR JEWISH COLLEGE STUDENTS LA 501(C)(3) LINE 7 N/A 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 JEWISH COMMUNITY CENTER B 280752 CASH- FAIR MARKET VALUE JEWISH FAMILY SERVICE B 129301 CASH- FAIR MARKET VALUE JEWISH COMMUNITY DAY SCHOOL B 56940 CASH- FAIR MARKET VALUE HILLEL FOUNDATION OF NEW ORLEANS B 71175 CASH- FAIR MARKET VALUE JEWISH COMMUNITY DAY SCHOOL J 85444 CASH- FAIR MARKET VALUE JEWISH COMMUNITY CENTER J 172685 CASH- FAIR MARKET VALUE JEWISH COMMUNITY CENTER D 17327 CASH- FAIR MARKET VALUE JEWISH ENDOWMENT FOUNDATION D 8035 CASH- FAIR MARKET VALUE JEWISH COMMUNITY DAY SCHOOL D 4883 CASH- FAIR MARKET VALUE JEWISH ENDOWMENT FOUNDATION C 1049096 CASH- FAIR MARKET VALUE