2015-11-13T14:17:56-06:00 2014-12-31 721396621 CARR RIGGS & INGRAM LLC 3501 N CAUSEWAY BLVD STE 810 METAIRIE LA 70002 990 2014-01-01 720408938 JEWISH FEDERATION OF GREATER NEW ORLEANS JEWI 5047805600 3747 W ESPLANADE AVENUE METAIRIE LA 70002 MICHAEL WEIL EXECUTIVE DIRECTOR 5047805603 2015-11-13 1 JACK B KASE CPA PFS P00040367 5048379116 2014 2016-04-25 22:37:26Z MICHAEL WEIL 3747 W ESPLANADE AVENUE METAIRIE LA 70002 4417453 0 X HTTP://JEWISHNOLA.COM X 1962 LA THE JEWISH FEDERATION OF GNO SERVES AS THE CENTRAL COORDINATING BODY FOR THE JEWISH COMMUNITY. 55 54 26 100 0 0 2725708 3376890 0 0 549499 356754 745628 683809 4020835 4417453 2149008 2421726 0 0 1093369 1019745 0 0 217640 1025395 996944 4267772 4438415 -246937 -20962 13021429 12569396 16478 11972 13004951 12557424 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 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 2399696 2399696 ALLOCATION TO CONSTITUENT & BENEFICIARY AGENCIES FOR THEM TO PROVIDE JEWISH SOCIAL, EDUCATIONAL & CULTURAL PROGRAMS WITHIN THE COMMUNITY & SUPPORT NEEDS 649213 TO PROVIDE FUNDING FOR FACILITY AND EMPLOYEES USED TO PROMOTE THE JEWISH EDUCATIONAL & CULTURAL ACTIVITIES 150241 22030 TO PROVIDE FOR PROGRAMS & OTHER ACTIVITIES IN THE COMMUNITY TO ENRICH JEWISH LIFE, DEVELOP JEWISH COMMUNITY & SERVICE NEEDS 3199150 1 1 0 0 0 0 0 1 1 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 5 0 1 26 1 0 0 0 0 0 0 0 0 X 55 54 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X JULES GRAHAM 5047805600 3747 W ESPLANADE AVENUE METAIRIE LA 70002 MICHAEL WEIL ASSISTANT SECRETARY 50.00 X X 210851 0 35022 ALICE YELEN GITTER BOARD MEMBER 1.00 X 0 0 0 ALVIN SAMUELS BOARD MEMBER 1.00 X 0 0 0 AMY MALISH BOARD MEMBER 1.00 X 0 0 0 ANN ZIVITZ KIENTZ BOARD MEMBER 1.00 X 0 0 0 ASHER FRIEND BOARD MEMBER 1.00 X 0 0 0 ASHLEY MERLIN BOARD MEMBER 1.00 X 0 0 0 BARRI BRONSTON BOARD MEMBER 1.00 X 0 0 0 CAROLE CUKELL NEFF BOARD MEMBER 1.00 X 0 0 0 CATHY BART BOARD MEMBER 1.00 X 0 0 0 CATHY GLASER BOARD MEMBER 1.00 X 0 0 0 CHARLES L STERN JR BOARD MEMBER 1.00 X 0 0 0 DAVID RADLAUER BOARD MEMBER 1.00 X 0 0 0 DR DAVID B KAPLAN BOARD MEMBER 1.00 X 0 0 0 ELLEN G BALKIN BOARD MEMBER 1.00 X 0 0 0 GAIL PESSES BOARD MEMBER 1.00 X 0 0 0 GARY ZOLLER BOARD MEMBER 1.00 X 0 0 0 HENRY A MILLER BOARD MEMBER 1.00 X 0 0 0 JANE STEINER BOARD MEMBER 1.00 X 0 0 0 JAY CORENSWET BOARD MEMBER 1.00 X 0 0 0 JEFFREY GOLDRING BOARD MEMBER 1.00 X 0 0 0 JONATHAN JONNY LAKE BOARD MEMBER 1.00 X 0 0 0 JOSHUA L RUBENSTEIN BOARD MEMBER 1.00 X 0 0 0 JOYCE PULITZER BOARD MEMBER 1.00 X 0 0 0 JUNE LEOPOLD BOARD MEMBER 1.00 X 0 0 0 KAREN B SHER BOARD MEMBER 1.00 X 0 0 0 LEON RITTENBERG III BOARD MEMBER 1.00 X 0 0 0 LIS KAHN BOARD MEMBER 1.00 X 0 0 0 LISA HELLER BOARD MEMBER 1.00 X 0 0 0 LLANA REISIN BOARD MEMBER 1.00 X 0 0 0 MARA FORCE BOARD MEMBER 1.00 X 0 0 0 MARK A MINTZ BOARD MEMBER 1.00 X 0 0 0 MAURY HERMAN BOARD MEMBER 1.00 X 0 0 0 MICHAEL BERNSTEIN BOARD MEMBER 1.00 X 0 0 0 NANCY TIMM BOARD MEMBER 1.00 X 0 0 0 RABBI ETHAN LINDEN BOARD MEMBER 1.00 X 0 0 0 RICHARD CAHN BOARD MEMBER 1.00 X 0 0 0 ROB STEEG BOARD MEMBER 1.00 X 0 0 0 ROBERT BRICKMAN BOARD MEMBER 1.00 X 0 0 0 ROSELLE UNGAR BOARD MEMBER 1.00 X 0 0 0 SETH LEVINE BOARD MEMBER 1.00 X 0 0 0 SHELLIE K JACOBSON BOARD MEMBER 1.00 X 0 0 0 SHELLYE FARBER BOARD MEMBER 1.00 X 0 0 0 STACEY WEINREB BOARD MEMBER 1.00 X 0 0 0 STEVE TIMM BOARD MEMBER 1.00 X 0 0 0 SYLVAN STEINBERG BOARD MEMBER 1.00 X 0 0 0 VIVIAN CAHN BOARD MEMBER 1.00 X 0 0 0 SHAWN KIEFER BOARD MEMBER 1.00 X 0 0 0 MORTON H KATZ PRESIDENT 1.00 X 0 0 0 EDDIE SOLL PRESIDENT DESIGNATE 1.00 X 0 0 0 DANA SHEPARD SECRETARY 1.00 X 0 0 0 JOSHUA S FORCE TREASURER 1.00 X 0 0 0 KATHRYN F SHEPARD VICE-PRESIDENT 1.00 X 0 0 0 LOUIS K GOOD III VICE-PRESIDENT 1.00 X 0 0 0 SHEA SOLL VICE-PRESIDENT 1.00 X 0 0 0 210851 0 35022 1 0 1 0 0 3290699 86191 3376890 75771 75771 526523 0 526523 526523 526523 280983 0 280983 280983 280983 VARIOUS PROGRAMS 900099 114720 114720 MISCELLANEOUS 900099 42566 42566 157286 4417453 964792 0 75771 2399696 2399696 22030 22030 210751 73763 105375 31613 648946 227131 298515 123300 29047 10166 13362 5519 73308 25658 33721 13929 57693 20193 26538 10962 13203 13203 15453 15453 16573 16573 25708 15425 10283 14673 9097 5136 440 15337 14877 460 187152 167501 18715 936 9938 496 8945 497 17943 2692 14354 897 396125 396125 100094 97091 3003 OTHER PROGRAMS 142457 128211 14246 CAMPAIGN EVENTS 29087 29087 OTHER EXPENSES 13201 13201 4438415 3199150 1021625 217640 527730 541478 830952 500665 352657 819869 167723 99826 75302 35064 11638628 5462725 6530271 6175903 4516630 4376427 20164 20164 13021429 12569396 12276 8901 4202 3071 16478 11972 X 12396329 11708255 608622 849169 13004951 12557424 13021429 12569396 -20962 -426563 0 X X 0 1 X 1 0 X X 4 JEWISH COMMUNITY CENTER 720408937 7 0 542897 0 JEWISH FAMILY SERVICES 720851575 7 0 149355 0 JEWISH COMMUNITY DAY SCHOOL 721328328 2 0 180804 0 HILLEL FOUNDATION OF NO 720800854 9 0 80483 0 4 953539 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 X 0 1 PAGE 5, PART IV, SECTION E, 2B ORGANIZATION FULFILLS FUNDRAISING NEEDS FOR SUPPORTED ORGANIZATIONS; WITHOUT THIS FUNDING SUPPORTED ORGANIZATIONS WOULD BE REQUIRED TO HOLD ADDITIONAL FUNDRAISING EVENTS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 0 1 X 1 1 782331 260777 1043108 6977187 2305701 4912164 4370724 1312632 550561 762071 6175903 X 3990890 -426563 -426563 4417453 0 4417453 4438415 0 4438415 0 4438415 PART III, LINE 4: DISPLAY OF JEWISH ARTIFACTS AND ARTWORK DONATED BY VARIOUS COMMUNITY MEMBERS; REFLECTION ON JEWISH HERITAGE PART IV, LINE 2B: FUNDS HELD IN TRUST CONSIST OF CUSTODIAL ASSETS HELD IN AN AGENCY CAPACITY FOR VARIOUS AGENCIES AND PROCEEDS FROM THE SALE OF PROPERTY BEING HELD FOR OTHERS. PART V, LINE 4: REVENUE STREAM TO HELP FUND PROGRAMS - 5% MAXIMUM ANNUAL DISTRIBUTION FROM ENDOWMENT FUNDS. PART X, LINE 2: THE FEDERATION HAS ADOPTED AN ACCOUNTING STANDARD RELATING TO THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE TAX EFFECT FROM AN UNCERTAIN TAX POSITION CAN BE RECOGNIZED IN THE FINANCIAL STATEMENTS, ONLY IF THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE FEDERATION RECOGNIZES THE FINANCIAL STATEMENT BENEFITS OF A TAX POSITION ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD BE MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. FOR TAX POSITIONS MEETING THE MORE LIKELY THAN NOT THRESHOLD, THE AMOUNT RECOGNIZED IN THE FINANCIAL STATEMENTS IS THE LARGEST BENEFIT THAT HAS A GREATER THAN 50 PERCENT LIKELIHOOD OF BEING REALIZED, UPON ULTIMATE SETTLEMENT WITH THE RELEVANT TAX AUTHORITY. AT THE ADOPTION DATE, THE FEDERATION APPLIED THE NEW ACCOUNTING STANDARD TO ALL TAX POSITIONS FOR WHICH THE STATUTE OF LIMITATIONS REMAINED OPEN. THE FEDERATION DID NOT MAKE ANY ADJUSTMENT TO OPEN NET ASSETS AS A RESULT OF THE IMPLEMENTATION OF THE NEW ACCOUNTING STANDARD. BASED ON ITS EVALUATION, THE FEDERATION HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN ITS FINANCIAL STATEMENTS. THE FEDERATION IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX EXAMINATIONS BY THE INTERNAL REVENUE SERVICE FOR THE YEARS BEFORE 2011. 1 JEWISH FEDERATION-NORTH AMERICA 25 BROADWAY STE 1700 NEW YORK NY 10004 131624240 501(C)(3) 757736 PROGRAMS & EDUCATION JEWISH COMMUNITY CENTER 5342 ST CHARLES AVE NEW ORLEANS LA 70115 720408937 501(C)(3) 375120 167777 BOOK RENTAL SUBSIDY PROGRAMS, CAPITAL IMPROVE. JEWISH FAMILY SERVICES 3330 W ESPLANADE AVE STE 600 METAIRIE LA 70002 720851575 501(C)(3) 149355 SOCIAL PROGRAMS JEWISH COMMUNITY DAY SCHOOL 3747 W ESPLANADE AVE METAIRIE LA 70002 721328328 501(C)(3) 128516 52288 BOOK RENTAL SUBSIDY SCHOOL PROGRAMS HILLEL OF NEW ORLEANS 912 BROADWAY NEW ORLEANS LA 70118 726031116 501(C)(3) 80483 JEWISH COLLEGE PROGRAMS TEMPLE SINAI 6227 SAINT CHARLES AVENUE NEW ORLEANS LA 70118 720408925 501(C)(3) 16800 EDUCATIONAL ANTI-DEFAMATION LEAGUE 3747 W ESPLANADE AVE METAIRIE LA 70002 131818723 501(C)(3) 16550 DIVERSITY & ANTI-DISCRIMINATION PROGRAMS & EDUCATION TOURO SYNAGOGUE 4238 ST CHARLES AVE NEW ORLEANS LA 70115 720438158 501(C)(3) 16400 EDUCATIONAL JEWISH CHILDRENS REGIONAL SERVICES 3500 N CAUSEWAY BLVD METAIRIE LA 70002 720408936 501(C)(3) 13000 SOCIAL & COUNSELING PROGRAMS BIRTHRIGHT ISRAEL FOUNDATION 33 EAST 33RD ST NEW YORK NY 10016 501(C)(3) 10500 EDUCATIONAL & RELIGIOUS SHIR CHADASH CONSERVATIVE CONGREGATION 3737 WEST ESPLANADE AVE METAIRIE LA 70002 721448252 501(C)(3) 10000 EDUCATIONAL NEWCOMER PROGRAM - MOVING, RENTAL ASSISTANCE 15 9420 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 MICHAEL WEIL ASSISTANT SECRETARY 210851 0 0 0 0 0 10620 0 24402 0 245873 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 11 LINE 11A EXPLANATION - REVIEWED BY EXECUTIVE DIRECTOR, PRESIDENT, 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 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 XII, LINE 2C AN AUDIT COMMITTEE WAS ADDED TO THE ORGANIZATION'S BY-LAWS IN 2011. THE COMMITTEE IS RESPONSIBLE FOR RECOMMENDING AN EXTERNAL INDEPENDENT AUDITOR TO THE EXECUTIVE COMMITTEE. THEY'RE TASKED WITH REVIEWING THE RESULTS OF THE ANNUAL AUDIT, WITH SELECTING THE AUDITING FIRM, AND PROVIDING A REPORT TO THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS. THEY REVIEW THE DRAFT VERSION OF THE ANNUAL 990 TAX FILING AND PERIODICALLY REVIEW ORGANIZATIONAL POLICIES. JEWISH ENDOWMENT FOUNDATION 615 BARONNE ST 150 NEW ORLEANS LA 70113 720638456 ADMINISTER ENDOWMENTS LA 501(C)(3) LINE 7 SOLE MEMBER 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 9 0 JEWISH FAMILY SERVICES 3330 W ESPLANADE AVE METAIRIE LA 70002 720851572 FUNDING, COUNSELING & OTHER NEEDS TO JEWISH COMM. LA 501(C)(3) LINE 7 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 0 HILLEL FOUNDATION OF NEW ORLEANS 912 BROADWAY ST NEW ORLEANS LA 70118 720800854 NETWORKING & OTHER PROGRAMS FOR JEWISH COLLEGE STUDENTS LA 501(C)(3) LINE 7 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JEWISH COMMUNITY CENTER B 542897 CASH / BOOK JEWISH FAMILY SERVICES B 149355 CASH JEWISH COMMUNITY DAY SCHOOL B 180804 CASH / BOOK HILLEL FOUNDATION OF NEW ORLEANS B 80483 CASH