Civic Intelligence

Jewish Endowment Foundation

990 • Fiscal year 2015 • EIN 72-0638456

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2016

Organization ProfileWWW.JEFNO.ORG
615 Baronne Street No 150New Orleans, LA 70113-1019

(504) 524-4559

Siviq Scores

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

Liabilities / Assets

39th percentile

0.18x

Higher debt load relative to assets than 39% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

80th percentile

1.23x

Higher debt load relative to revenue than 80% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

61st percentile

7.4%

Higher net margin than 61% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

14th percentile

$116,886

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Asset Growth

29th percentile

-2.2%

Faster asset growth than 29% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

84th percentile

27%

Faster revenue growth than 84% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$42,541,847

Down $961,895 (-2.2%) from 2014

Net Assets

Down

$35,076,993

Down $2,170,299 (-5.8%) from 2014

Liabilities

Up

$7,464,854

Up $1,208,404 (+19%) from 2014

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin61st percentile

Revenue

Up

$6,076,628

Up $1,289,808 (+27%) from 2014

Expenses

Up

$5,627,242

Up $1,530,301 (+37%) from 2014

Net Income

Down

$449,386

Down $240,493 (-35%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

2015

Assets$42,541,847
Liabilities$7,464,854
Net Assets$35,076,993
Open 2015 Filing

Operations Trend

Revenue Growth84th percentile

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

2015

Revenue$6,076,628
Expenses$5,627,242
Net Income$449,386
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2016
Return Version
2015v2.1
Gross Receipts
$6,076,628
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$38,325,159$35,476,176▼ $2,848,983
Savings and Temporary Cash Investments$2,722,565$5,607,788▲ $2,885,223
Accounts Receivable$2,060,436$1,048,652▼ $1,011,784
Cash and Non-Interest-Bearing Accounts$84,041$65,395▼ $18,646
Land, Buildings, and Equipment, Net$29,344$24,360▼ $4,984
Total Assets$43,503,742$42,541,847▼ $961,895
Other Assets Total$282,197$319,476▲ $37,279
Liabilities
Other Liabilities$5,824,257$7,015,522▲ $1,191,265
Accounts Payable and Accrued Expenses$368,287$408,653▲ $40,366
Grants Payable$63,906$40,679▼ $23,227
Total Liabilities$6,256,450$7,464,854▲ $1,208,404
Net Assets / Fund Balance
Temporarily Rstr Net Assets$31,243,120$28,722,783▼ $2,520,337
Unrestricted Net Assets$5,339,595$5,689,633▲ $350,038
Permanently Rstr Net Assets$664,577$664,577→ $0
Total Net Assets Fund Balance$37,247,292$35,076,993▼ $2,170,299
Total Liabilities and Net Assets / Fund Balance$43,503,742$42,541,847▼ $961,895

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$24,360$106,796$131,156
Other Securities$531,000--
Financial Derivatives$645,889--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$664,577---$664,577
2014$664,577---$664,577
2013$664,577---$664,577
2012$664,577---$664,577
2011$664,577---$664,577
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Saundra K LevyExecutive DirectorFT$107,198$9,688$116,886

Board Members and Trustees

NameTitle
Edward L Soll MdFederation President
Carol B WiseImmediate Past President
Richard CahnPresident
Andrea S LestelleVice President
Lawrence M LehmannVice President
Morton H KatzVice President
Anne P LowenburgDirector
Benay BernsteinDirector
Betty MeyersDirector
Beverly WainerDirector
Cathy BartDirector
David KushnerDirector
Deena GerberDirector
Ellen BalkinDirector
Harry Blumenthal JrDirector
Ina DavisDirector
James M SpiroDirector
Jonathan R KatzDirector
Keith KatzDirector
Marilyn Pailet ZackinDirector
Mark S SteinDirector
Maury HermanDirector
Max N Tobias JrDirector
Melinda MintzDirector
Michael L SternDirector
Michael WeilDirector
Mindy BrickmanDirector
Reuben FriedmanDirector
Robert B BrickmanDirector
Rose SherDirector
Tamara K JacobsonDirector
William D Norman JrDirector
Alan FrancoAssistant Secretary
John L HaspelAssistant Treasurer
Allan BissingerSecretary
Marie M SchlesingerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,396,047
Program Service Revenue
$0
Investment Income
$680,581
Other Revenue
$0
All Other Contributions
$5,396,047
Change in Net Assets
$449,386

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,076,628
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-2,208,810
Total Revenue per Audited Statements
$3,867,818
Total Revenue per Form 990
$6,076,628
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,950,067
Salaries, Compensation, and Employee Benefits$442,177
Other Expenses$234,998
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,950,067--$4,950,067
Other Salaries and Wages-$346,966-$346,966
Other Employee Benefits-$67,556-$67,556
Insurance-$40,104-$40,104
Office Expenses-$39,973-$39,973
Occupancy-$38,829-$38,829
Payroll Taxes-$27,655-$27,655
Other Expenses-$26,750-$26,750
Depreciation Depletion-$8,408-$8,408
Interest-$290-$290
All Other Expenses-$-368,182-$-368,182
Total Functional Expenses$4,950,067$677,175$0$5,627,242

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,038,117
Expenses per Audited Statements$5,627,242
Total Expenses per Form 990$5,627,242
Expenses Not Reported on Form 990$410,875
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jewish Community Center--Donation$19,500
Jewish Family Service--Donation$17,210
Hillel--Donation$9,000
Jewish Community Day School--Donation$8,500
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$7,015,522
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

Filer Name
Jewish Endowment Foundation
EIN
72-0638456
Phone
5045244559
Address
615 BARONNE STREET NO 150, NEW ORLEANS, LA 70113-1019

Signing Officer

Name
Saundra K Levy
Title
Executive Director
Phone
5045244559
Signed
2016-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Saundra K Levy
Formed
1967
Legal Domicile
La
Voting Board Members
35
Independent Board Members
35
Employees
10
Volunteers
36

Preparer

Firm
Carr Riggs & Ingram LLC
Address
3501 N CAUSEWAY BLVD STE 810, METAIRIE, LA 70002
Preparer
Jack B Kase CPA Pfs
Phone
5048379116
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in split-interest -937,669.”

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.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of split-int agreements -937,669. Reimbursed administrative costs 384,416. Insurance reimbursement 26,459.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Reimbursed administrative costs 384,416. Insurance reimbursement 26,459.”

Raw XML AppendixShowing 400 of 771 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
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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/OtherCompensationAmt369688
IRS990/Form990PartVIISectionAGrp/PersonNm0KEITH KATZ
IRS990/Form990PartVIISectionAGrp/PersonNm1ALAN FRANCO
IRS990/Form990PartVIISectionAGrp/PersonNm2ALLAN BISSINGER
IRS990/Form990PartVIISectionAGrp/PersonNm3ANDREA S LESTELLE
IRS990/Form990PartVIISectionAGrp/PersonNm4ANNE P LOWENBURG
IRS990/Form990PartVIISectionAGrp/PersonNm5BENAY BERNSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm6BETTY MEYERS
IRS990/Form990PartVIISectionAGrp/PersonNm7BEVERLY WAINER
IRS990/Form990PartVIISectionAGrp/PersonNm8CAROL B WISE
IRS990/Form990PartVIISectionAGrp/PersonNm9CATHY BART
IRS990/Form990PartVIISectionAGrp/PersonNm10DAVID KUSHNER
IRS990/Form990PartVIISectionAGrp/PersonNm11DEENA GERBER
IRS990/Form990PartVIISectionAGrp/PersonNm12EDWARD L SOLL MD
IRS990/Form990PartVIISectionAGrp/PersonNm13ELLEN BALKIN
IRS990/Form990PartVIISectionAGrp/PersonNm14HARRY BLUMENTHAL JR
IRS990/Form990PartVIISectionAGrp/PersonNm15INA DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm16JAMES M SPIRO
IRS990/Form990PartVIISectionAGrp/PersonNm17JOHN L HASPEL
IRS990/Form990PartVIISectionAGrp/PersonNm18JONATHAN R KATZ
IRS990/Form990PartVIISectionAGrp/PersonNm19LAWRENCE M LEHMANN
IRS990/Form990PartVIISectionAGrp/PersonNm20MARIE M SCHLESINGER
IRS990/Form990PartVIISectionAGrp/PersonNm21MARILYN PAILET ZACKIN
IRS990/Form990PartVIISectionAGrp/PersonNm22MARK S STEIN
IRS990/Form990PartVIISectionAGrp/PersonNm23MAURY HERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm24MAX N TOBIAS JR
IRS990/Form990PartVIISectionAGrp/PersonNm25MELINDA MINTZ
IRS990/Form990PartVIISectionAGrp/PersonNm26MICHAEL L STERN
IRS990/Form990PartVIISectionAGrp/PersonNm27MICHAEL WEIL
IRS990/Form990PartVIISectionAGrp/PersonNm28MINDY BRICKMAN
IRS990/Form990PartVIISectionAGrp/PersonNm29MORTON H KATZ
IRS990/Form990PartVIISectionAGrp/PersonNm30REUBEN FRIEDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm31RICHARD CAHN
IRS990/Form990PartVIISectionAGrp/PersonNm32ROBERT B BRICKMAN
IRS990/Form990PartVIISectionAGrp/PersonNm33ROSE SHER
IRS990/Form990PartVIISectionAGrp/PersonNm34TAMARA K JACOBSON
IRS990/Form990PartVIISectionAGrp/PersonNm35WILLIAM D NORMAN JR
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/ReportableCompFromOrgAmt36107198
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/TitleTxt1ASSISTANT SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12FEDERATION PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt20TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt29VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt30DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt31PRESIDENT
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/SecuritiesAmt0197546
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt035
IRS990/GrantAmt04950067
IRS990/GrantsPayableGrp/BOYAmt063906
IRS990/GrantsPayableGrp/EOYAmt040679
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt04950067
IRS990/GrantsToDomesticOrgsGrp/TotalAmt04950067
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0197546
IRS990/GrossReceiptsAmt06076628
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt035
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt040104
IRS990/InsuranceGrp/TotalAmt040104
IRS990/InterestGrp/ManagementAndGeneralAmt0290
IRS990/InterestGrp/TotalAmt0290
IRS990/InvestmentIncomeGrp/ExclusionAmt0483035
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0483035
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt038325159
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt035476176
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0106796
IRS990/LandBldgEquipBasisNetGrp/BOYAmt029344
IRS990/LandBldgEquipBasisNetGrp/EOYAmt024360
IRS990/LandBldgEquipCostOrOtherBssAmt0131156
IRS990/LegalDomicileStateCd0LA
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/NetAssetsOrFundBalancesBOYAmt037247292
IRS990/NetAssetsOrFundBalancesEOYAmt035076993
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0197546
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0197546

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$42,541,847
Liabilities
$7,464,854
Net assets
$35,076,993
Revenue
$6,076,628
Expenses
$5,627,242
Net income
$449,386
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