Civic Intelligence

Jewish Endowment Foundation

990 • Fiscal year 2013 • EIN 72-0638456

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 11, 2014

615 Baronne Street No 15070113-1019

(504) 524-4559

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

36th percentile

0.15x

Higher debt load relative to assets than 36% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

84th percentile

1.67x

Higher debt load relative to revenue than 84% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Top Officer Pay

19th percentile

$124,965

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Asset Growth

61st percentile

7.8%

Faster asset growth than 61% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Up

$42,701,756

Up $3,076,335 (+7.8%) from 2012

Net Assets

Up

$36,339,427

Up $2,671,456 (+7.9%) from 2012

Liabilities

Up

$6,362,329

Up $404,879 (+6.8%) from 2012

Revenue

$3,812,785

No earlier filing loaded for comparison.

Expenses

Up

$3,174,047

Up $435,216 (+16%) from 2012

Net Income

$638,738

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2010: $35,513,227Liabilities 2010: $6,701,865Net Assets 2010: $28,811,3622010Assets 2011: $35,454,290Liabilities 2011: $5,954,056Net Assets 2011: $29,500,2342011Assets 2012: $39,625,421Liabilities 2012: $5,957,450Net Assets 2012: $33,667,9712012Assets 2013: $42,701,756Liabilities 2013: $6,362,329Net Assets 2013: $36,339,4272013Assets 2014: $43,503,742Liabilities 2014: $6,256,450Net Assets 2014: $37,247,2922014Assets 2015: $42,541,847Liabilities 2015: $7,464,854Net Assets 2015: $35,076,9932015Assets 2016: $47,215,484Liabilities 2016: $8,051,796Net Assets 2016: $39,163,6882016Assets 2017: $54,954,239Liabilities 2017: $9,068,792Net Assets 2017: $45,885,4472017Assets 2018: $53,450,189Liabilities 2018: $9,763,767Net Assets 2018: $43,686,4222018Assets 2019: $63,365,179Liabilities 2019: $11,101,627Net Assets 2019: $52,263,5522019Assets 2020: $82,341,177Liabilities 2020: $11,648,892Net Assets 2020: $70,692,2852020Assets 2021: $92,360,141Liabilities 2021: $15,876,761Net Assets 2021: $76,483,3802021Assets 2022: $85,038,091Liabilities 2022: $14,391,023Net Assets 2022: $70,647,0682022Assets 2023: $92,304,490Liabilities 2023: $15,662,683Net Assets 2023: $76,641,8072023Assets 2024: $100,051,386Liabilities 2024: $16,528,161Net Assets 2024: $83,523,2252024

Highlighted filing

2013

Assets$42,701,756
Liabilities$6,362,329
Net Assets$36,339,427

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0Expenses 2010: $3,974,5802010Expenses 2011: $2,793,3172011Expenses 2012: $2,738,8312012Revenue 2013: $3,812,785Expenses 2013: $3,174,047Net Income 2013: $638,7382013Revenue 2014: $4,786,820Expenses 2014: $4,096,941Net Income 2014: $689,8792014Revenue 2015: $6,076,628Expenses 2015: $5,627,242Net Income 2015: $449,3862015Revenue 2016: $7,892,293Expenses 2016: $5,735,957Net Income 2016: $2,156,3362016Revenue 2017: $7,002,245Expenses 2017: $4,763,963Net Income 2017: $2,238,2822017Revenue 2018: $7,538,586Expenses 2018: $6,750,877Net Income 2018: $787,7092018Revenue 2019: $8,214,629Expenses 2019: $4,762,102Net Income 2019: $3,452,5272019Revenue 2020: $20,397,840Expenses 2020: $6,008,018Net Income 2020: $14,389,8222020Revenue 2021: $9,096,206Expenses 2021: $6,915,257Net Income 2021: $2,180,9492021Revenue 2022: $15,593,156Expenses 2022: $6,845,303Net Income 2022: $8,747,8532022Revenue 2023: $7,367,325Expenses 2023: $6,121,646Net Income 2023: $1,245,6792023Revenue 2024: $9,312,988Expenses 2024: $7,070,276Net Income 2024: $2,242,7122024

Highlighted filing

2013

Revenue$3,812,785
Expenses$3,174,047
Net Income$638,738
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 11, 2014
Return Version
2013v3.0
Gross Receipts
$3,816,949
Mission and Program Overview

Mission

The jewish endowment foundation (jef), chartered in 1967, was established to receive, administer and distribute property to serve the jewish community of new orleans and other tax exempt organizations of jewish interest. Created as a reserve for the (cont'd on sch o) future and an insurance policy for jewish children, jef helps to maintain and enhance jewish life in our community, protects jewish institutions, and provides financial support for needed projects that without jef might go unfunded.

The jewish endowment foundation (jef), chartered in 1967, was established to receive, administer and distribute property to serve the jewish community of new orleans and other tax exempt organizations of jewish interest. Created as a reserve for the future and an insurance policy for jewish children, jef helps to maintain and enhance jewish life in our community, protects jewish institutions, and provides financial support for needed projects that without jef might go unfunded.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$31,872,569$36,170,339▲ $4,297,770
Savings and Temporary Cash Investments$4,729,338$4,002,935▼ $726,403
Accounts Receivable$2,689,514$2,075,062▼ $614,452
Cash and Non-Interest-Bearing Accounts$81,902$169,326▲ $87,424
Land, Buildings, and Equipment, Net$17,721$17,995▲ $274
Total Assets$39,625,421$42,701,756▲ $3,076,335
Other Assets Total$234,377$266,099▲ $31,722
Liabilities
Other Liabilities$5,478,535$5,931,698▲ $453,163
Accounts Payable and Accrued Expenses$435,542$386,631▼ $48,911
Grants Payable$43,373$44,000▲ $627
Total Liabilities$5,957,450$6,362,329▲ $404,879
Net Assets / Fund Balance
Temporarily Rstr Net Assets$28,647,896$30,488,709▲ $1,840,813
Unrestricted Net Assets$4,355,498$5,186,141▲ $830,643
Permanently Rstr Net Assets$664,577$664,577→ $0
Total Net Assets Fund Balance$33,667,971$36,339,427▲ $2,671,456
Total Liabilities and Net Assets / Fund Balance$39,625,421$42,701,756▲ $3,076,335

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$17,995$90,444$108,439
Other Securities$530,500--
Financial Derivatives$886,083--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$664,577---$664,577
2012$664,577---$664,577
2011$664,577---$664,577
2010$664,577---$664,577
2009$664,577---$664,577
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Saundra K LevyExecutive DirectorFT$115,362$9,603$124,965

Board Members and Trustees

NameTitle
Morton KatzFederation President
Charles a Levy IiiImmediate Past President
Carol B WisePresident
Andrea S Andi LestelleVice President
Edward L Soll MdVice President
Richard CahnVice President
Alan FrancoDirector
Anne P LowenburgDirector
Betty MeyersDirector
Beverly WainerDirector
Cathy BartDirector
Deena GerberDirector
Harry Blumenthal JrDirector
James M SpiroDirector
Jonathan KatzDirector
Joshua L RubensteinDirector
Julie P SilbertDirector
Lawrence M LehmannDirector
Marc J YellinDirector
Marcus HirschDirector
Marilyn KullmanDirector
Marilyn Pailet ZackinDirector
Mark S SteinDirector
Maury HermanDirector
Max TobiasDirector
Melinda MintzDirector
Michael L SternDirector
Michael WeilDirector
Reuben FriedmanDirector
Richard FriedmanDirector
Robert B BrickmanDirector
Tamara K JacobsonDirector
Walter H Weil IiiDirector
John HaspelAssistant Treasurer
Allan BissingerSecretary
Mimi SchlesingerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,933,570
Program Service Revenue
$0
Investment Income
$879,215
Other Revenue
$0
All Other Contributions
$2,933,570
Change in Net Assets
$638,738

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,812,785
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,396,284
Total Revenue per Audited Statements
$6,209,069
Total Revenue per Form 990
$3,812,785
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,520,375
Salaries, Compensation, and Employee Benefits$445,285
Other Expenses$208,387
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,520,375--$2,520,375
Other Salaries and Wages-$229,666-$229,666
Current Officers, Directors, Trustees, and Key Employees-$124,965-$124,965
Other Employee Benefits-$63,820-$63,820
Other Expenses-$40,333-$40,333
Occupancy-$39,175-$39,175
Payroll Taxes-$26,834-$26,834
Insurance-$21,833-$21,833
Office Expenses-$12,644-$12,644
Depreciation Depletion-$8,879-$8,879
Interest-$179-$179
All Other Expenses-$-314,562-$-314,562
Total Functional Expenses$2,520,375$653,672$0$3,174,047

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,537,613
Expenses per Audited Statements$3,174,047
Total Expenses per Form 990$3,174,047
Expenses Not Reported on Form 990$363,566
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
---Donation$326,618
---Donation$60,000
---Donation$57,601
---Donation$50,000
---Donation$37,332
---Donation$35,000
---Donation$34,000
---Donation$30,000
---Donation$30,000
---Donation$27,000
---Donation$27,000
---Donation$25,000
---Donation$25,000
---Donation$25,000
---Donation$25,000
---Donation$20,000
---Donation$20,000
---Donation$16,500
---Donation$12,955
---Donation$10,000
---Donation$10,000
---Donation$10,000
---Donation$10,000
---Donation$10,000
---Donation$10,000
---Donation$10,000
---Donation$10,000
---Donation$7,500
---Donation$7,500
---Donation$7,250
---Donation$7,000
---Donation$7,000
---Donation$7,000
---Donation$6,800
---Donation$5,500
---Donation$5,500
---Donationdonation$5,000
---Donation$5,000
---Donation$5,000
---Donation$5,000
---Donation$5,000
---Donation$5,000
---Donation$5,000
---Donation$5,000
---Donation$5,000
---Donation$5,000
---Donation$5,000
---Donation$5,000
---Donation$5,000
---Donation$5,000
---Donation$5,000
---Donation$5,000
---Donation$5,000
---Donation$5,000
---Donation$5,000
---Donation$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held in Trust$5,931,698
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Line 6 explanation - jewish federation of greater new orleans - 1 share of stock

Form 990, Part VI, Section A, Line 7B

Line 7b explanation - the governing body nominates the board of directors and the shareholder ratifies the board.

Form 990, Part VI, Section B, Line 11

Line 11a explanation - the executive committee will review the tax return. 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

A questionnaire will be sent annually to officers and directors to inquire about any conflicts of interest.

Form 990, Part VI, Section B, Line 15

Independent budget/finance committee and executive committee are used to determine the compensation for executives and other employees.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy and financial statements are available upon request.

Filing and Contact Details

Filer

EIN
72-0638456
Phone
5045244559

Signing Officer

Name
Saundra K Levy
Title
Executive Director
Phone
5045244559
Signed
2014-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Saundra K Levy
Formed
1967
Legal Domicile
La
Voting Board Members
36
Independent Board Members
36
Employees
10
Volunteers
36

Preparer

Preparer
Jack B Kase CPA Pfs
Phone
5048379116
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in split-interest -598,484.

Part XII, Line 2C

The oversight and selection process has not changed during the tax year.

Financial Statement Notes

PART V, LINE 4:

To provide as a resource to jewish and other 501(c)(3) charities.

PART X, LINE 2:

On january 1, 2009, the foundation adopted a 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 foundation 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 foundation applied the new accounting standard to all tax positions for which the statute of limitations remained open. The foundation did not make any adjustment to beginning net assets as a result of the implementation of the accounting standard. Based on its evaluation, the foundation has concluded that there are no significant uncertain tax positions requiring recognition in its financial statements. The foundation is no longer subject to u.s. Federal income tax examinations by the internal revenue service for the years before 2010.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Change in value of split-int agreements -598,484. Reimbursed administrative costs 349,222. Insurance reimbursement 14,344.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Reimbursed administrative costs 349,222. Insurance reimbursement 14,344.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt260
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt270
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt280
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt290
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt300
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt310
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt320
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt330
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt340
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt350
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt369603
IRS990/Form990PartVIISectionAGrp/PersonNm0ALAN FRANCO
IRS990/Form990PartVIISectionAGrp/PersonNm1CHARLES A LEVY III
IRS990/Form990PartVIISectionAGrp/PersonNm2CAROL B WISE
IRS990/Form990PartVIISectionAGrp/PersonNm3REUBEN FRIEDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm4MARILYN KULLMAN
IRS990/Form990PartVIISectionAGrp/PersonNm5EDWARD L SOLL MD
IRS990/Form990PartVIISectionAGrp/PersonNm6ALLAN BISSINGER
IRS990/Form990PartVIISectionAGrp/PersonNm7MORTON KATZ
IRS990/Form990PartVIISectionAGrp/PersonNm8ANNE P LOWENBURG
IRS990/Form990PartVIISectionAGrp/PersonNm9MELINDA MINTZ
IRS990/Form990PartVIISectionAGrp/PersonNm10JOHN HASPEL
IRS990/Form990PartVIISectionAGrp/PersonNm11RICHARD FRIEDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm12MIMI SCHLESINGER
IRS990/Form990PartVIISectionAGrp/PersonNm13JOSHUA L RUBENSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm14ANDREA S ANDI LESTELLE
IRS990/Form990PartVIISectionAGrp/PersonNm15JULIE P SILBERT
IRS990/Form990PartVIISectionAGrp/PersonNm16WALTER H WEIL III
IRS990/Form990PartVIISectionAGrp/PersonNm17HARRY BLUMENTHAL JR
IRS990/Form990PartVIISectionAGrp/PersonNm18ROBERT B BRICKMAN
IRS990/Form990PartVIISectionAGrp/PersonNm19MARK S STEIN
IRS990/Form990PartVIISectionAGrp/PersonNm20TAMARA K JACOBSON
IRS990/Form990PartVIISectionAGrp/PersonNm21JONATHAN KATZ
IRS990/Form990PartVIISectionAGrp/PersonNm22JAMES M SPIRO
IRS990/Form990PartVIISectionAGrp/PersonNm23RICHARD CAHN
IRS990/Form990PartVIISectionAGrp/PersonNm24MICHAEL L STERN
IRS990/Form990PartVIISectionAGrp/PersonNm25LAWRENCE M LEHMANN
IRS990/Form990PartVIISectionAGrp/PersonNm26MARC J YELLIN
IRS990/Form990PartVIISectionAGrp/PersonNm27MAX TOBIAS
IRS990/Form990PartVIISectionAGrp/PersonNm28MICHAEL WEIL
IRS990/Form990PartVIISectionAGrp/PersonNm29CATHY BART
IRS990/Form990PartVIISectionAGrp/PersonNm30DEENA GERBER
IRS990/Form990PartVIISectionAGrp/PersonNm31MAURY HERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm32MARCUS HIRSCH
IRS990/Form990PartVIISectionAGrp/PersonNm33BETTY MEYERS
IRS990/Form990PartVIISectionAGrp/PersonNm34BEVERLY WAINER
IRS990/Form990PartVIISectionAGrp/PersonNm35MARILYN PAILET ZACKIN
IRS990/Form990PartVIISectionAGrp/PersonNm36SAUNDRA K LEVY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt320
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt330
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt340
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt350
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt36115362
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt320
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt330
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt340
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt350
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt360
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7FEDERATION PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt29DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt30DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt31DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt32DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt33DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt34DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt35DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt36EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01967
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-4164
IRS990/GainOrLossGrp/SecuritiesAmt0196274
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt036
IRS990/GrantAmt02520375
IRS990/GrantsPayableGrp/BOYAmt043373
IRS990/GrantsPayableGrp/EOYAmt044000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02520375
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02520375
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0196274
IRS990/GrossReceiptsAmt03816949
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt036
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt021833
IRS990/InsuranceGrp/TotalAmt021833
IRS990/InterestGrp/ManagementAndGeneralAmt0179
IRS990/InterestGrp/TotalAmt0179
IRS990/InvestmentIncomeGrp/ExclusionAmt0687105
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0687105
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt031872569
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt036170339
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt090444
IRS990/LandBldgEquipBasisNetGrp/BOYAmt017721
IRS990/LandBldgEquipBasisNetGrp/EOYAmt017995
IRS990/LandBldgEquipCostOrOtherBssAmt0108439
IRS990/LegalDomicileStateCd0LA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt04164
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE JEWISH ENDOWMENT FOUNDATION (JEF), CHARTERED IN 1967, WAS ESTABLISHED TO RECEIVE, ADMINISTER AND DISTRIBUTE PROPERTY TO SERVE THE JEWISH COMMUNITY OF NEW ORLEANS AND OTHER TAX EXEMPT ORGANIZATIONS OF JEWISH INTEREST. CREATED AS A RESERVE FOR THE FUTURE AND AN INSURANCE POLICY FOR JEWISH CHILDREN, JEF HELPS TO MAINTAIN AND ENHANCE JEWISH LIFE IN OUR COMMUNITY, PROTECTS JEWISH INSTITUTIONS, AND PROVIDES FINANCIAL SUPPORT FOR NEEDED PROJECTS THAT WITHOUT JEF MIGHT GO UNFUNDED.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt033667971
IRS990/NetAssetsOrFundBalancesEOYAmt036339427
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0192110
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0192110
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02631202
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt039175
IRS990/OccupancyGrp/TotalAmt039175

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$100$16.5$83.5$9.31$7.07$2.24
2023Summary only. Only limited summary data is available for this year.$92.3$15.7$76.6$7.37$6.12$1.25
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$85.0$14.4$70.6$15.6$6.85$8.75
2021Summary only. Only limited summary data is available for this year.$92.4$15.9$76.5$9.10$6.92$2.18
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$82.3$11.6$70.7$20.4$6.01$14.4
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$63.4$11.1$52.3$8.21$4.76$3.45
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.5$9.76$43.7$7.54$6.75$0.79
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.0$9.07$45.9$7.00$4.76$2.24
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.2$8.05$39.2$7.89$5.74$2.16
2015Detailed filing. Detailed filing data is available for this year.$42.5$7.46$35.1$6.08$5.63$0.45
2014Detailed filing. Detailed filing data is available for this year.$43.5$6.26$37.2$4.79$4.10$0.69
2013Detailed filing. Detailed filing data is available for this year.$42.7$6.36$36.3$3.81$3.17$0.64
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.6$5.96$33.7$2.74
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.5$5.95$29.5$2.79
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.5$6.70$28.8$3.97