Civic Intelligence

Robert B and Shirley K Haspel Endowment Fund

990 • Fiscal year 2016 • EIN 72-0961469

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 07, 2017

Organization ProfileJEFNO.ORG
615 Baronne St 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

43rd percentile

0.02x

Higher debt load relative to assets than 43% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

74th percentile

0.21x

Higher debt load relative to revenue than 74% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

78th percentile

20%

Higher net margin than 78% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

26th percentile

-4.8%

Faster asset growth than 26% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

88th percentile

55%

Faster revenue growth than 88% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$907,425

Down $45,497 (-4.8%) from 2015

Net Assets

Down

$889,275

Down $43,293 (-4.6%) from 2015

Liabilities

Down

$18,150

Down $2,204 (-11%) from 2015

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin78th percentile

Revenue

Up

$88,184

Up $31,198 (+55%) from 2015

Expenses

Up

$70,801

Up $13,820 (+24%) from 2015

Net Income

Up

$17,383

Up $17,378 (+347560%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$1.0M$500K$0Assets 2010: $809,635Liabilities 2010: $16,195Net Assets 2010: $793,4402010Assets 2011: $782,096Liabilities 2011: $15,644Net Assets 2011: $766,4522011Assets 2012: $826,298Liabilities 2012: $16,528Net Assets 2012: $809,7702012Assets 2013: $985,348Liabilities 2013: $19,709Net Assets 2013: $965,6392013Assets 2014: $953,897Liabilities 2014: $19,079Net Assets 2014: $934,8182014Assets 2015: $952,922Liabilities 2015: $20,354Net Assets 2015: $932,5682015Assets 2016: $907,425Liabilities 2016: $18,150Net Assets 2016: $889,2752016Assets 2017: $943,516Liabilities 2017: $18,872Net Assets 2017: $924,6442017Assets 2018: $785,955Liabilities 2018: $15,719Net Assets 2018: $770,2362018Assets 2019: $863,119Liabilities 2019: $18,428Net Assets 2019: $844,6912019Assets 2020: $619,527Liabilities 2020: $12,391Net Assets 2020: $607,1362020Assets 2021: $724,310Liabilities 2021: $15,686Net Assets 2021: $708,6242021Assets 2022: $591,044Liabilities 2022: $11,821Net Assets 2022: $579,2232022Assets 2023: $655,800Liabilities 2023: $13,116Net Assets 2023: $642,6842023Assets 2024: $747,418Liabilities 2024: $14,952Net Assets 2024: $732,4662024

Highlighted filing

2016

Assets$907,425
Liabilities$18,150
Net Assets$889,275
Open 2016 Filing

Operations Trend

Revenue Growth88th percentile

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

$400K$200K$0-$200KExpenses 2010: $80,9652010Expenses 2011: $81,6242011Expenses 2012: $87,2162012Revenue 2013: $83,069Expenses 2013: $89,387Net Income 2013: -$6,3182013Revenue 2014: $121,021Expenses 2014: $117,448Net Income 2014: $3,5732014Revenue 2015: $56,986Expenses 2015: $56,981Net Income 2015: $52015Revenue 2016: $88,184Expenses 2016: $70,801Net Income 2016: $17,3832016Revenue 2017: $66,194Expenses 2017: $52,669Net Income 2017: $13,5252017Revenue 2018: $52,821Expenses 2018: $105,953Net Income 2018: -$53,1322018Revenue 2019: $46,736Expenses 2019: $96,460Net Income 2019: -$49,7242019Revenue 2020: $57,453Expenses 2020: $255,653Net Income 2020: -$198,2002020Revenue 2021: $69,982Expenses 2021: $44,166Net Income 2021: $25,8162021Revenue 2022: $35,656Expenses 2022: $55,409Net Income 2022: -$19,7532022Revenue 2023: $15,913Expenses 2023: $53,968Net Income 2023: -$38,0552023Revenue 2024: $56,299Expenses 2024: $59,033Net Income 2024: -$2,7342024

Highlighted filing

2016

Revenue$88,184
Expenses$70,801
Net Income$17,383
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 7, 2017
Return Version
2016v3.0
Gross Receipts
$88,184
Mission and Program Overview

Mission

Support of various charitable organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$842,077$884,999▲ $42,922
Savings and Temporary Cash Investments$108,956$19,810▼ $89,146
Accounts Receivable$1,889$2,616▲ $727
Total Assets$952,922$907,425▼ $45,497
Liabilities
Accounts Payable and Accrued Expenses$20,354$18,150▼ $2,204
Total Liabilities$20,354$18,150▼ $2,204
Net Assets / Fund Balance
Temporarily Rstr Net Assets$932,568$889,275▼ $43,293
Total Net Assets Fund Balance$932,568$889,275▼ $43,293
Total Liabilities and Net Assets / Fund Balance$952,922$907,425▼ $45,497
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Shirley K HaspelPresident
John L HaspelVice President
Max Nathan JrDirector
Sanford MaslanskyDirector
Walter H Weil IiiDirector
Saundra K LevyExecutive Director
Patti LengsfieldTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$88,184
Other Revenue
$0
Change in Net Assets
$17,383
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$41,000
Other Expenses$29,801
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$41,000--$41,000
Fees for Services Accounting-$19,539-$19,539
Other Expenses-$10,262-$10,262
Total Functional Expenses$41,000$29,801$0$70,801
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jewish Federation GnoMetairie, LA501(c)(3)Various$18,000
Jewish Family Service of DallasDallas, TX501(c)(3)Various$10,000
Jewish Family Service of Greater New OrleansMetairie, LA501(c)(3)Various$9,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed by the treasurer and a copy is emailed to the full board.”

Form 990, Part VI, Section B, Line 12C

“Any event where a conflict may be suspected, it is immediately addressed.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Robert B and Shirley K Haspel
EIN
72-0961469
Phone
5045244559
Address
615 BARONNE ST NO 150, NEW ORLEANS, LA 70113-1019

Signing Officer

Name
Saundra K Levy
Title
Executive Director
Phone
5045244559
Signed
2017-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Saundra K Levy
Formed
1982
Legal Domicile
La
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Carr Riggs & Ingram LLC
Address
111 VETERANS BLVD STE 350, METAIRIE, LA 70005
Preparer
Jack B Kase CPA Pfs
Phone
5048379116
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The oversight process did not change during the year.”

Raw XML Appendix393 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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2JEWISH FAMILY SERVICE OF DALLAS
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13300 W ESPLANADE AVE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE TREASURER AND A COPY IS EMAILED TO THE FULL BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANY EVENT WHERE A CONFLICT MAY BE SUSPECTED, IT IS IMMEDIATELY ADDRESSED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE OVERSIGHT PROCESS DID NOT CHANGE DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0JEWISH ENDOWMENT FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0721221647
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0LA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE SUPPORT FOR THE JEWISH COMMUNITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0615 BARONNE ST SUITE 150
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NEW ORLEANS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0LA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd070113
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0932568
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0889275
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0952922
IRS990/TotalAssetsEOYAmt0907425
IRS990/TotalAssetsGrp/BOYAmt0952922
IRS990/TotalAssetsGrp/EOYAmt0907425
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt029801
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt041000
IRS990/TotalFunctionalExpensesGrp/TotalAmt070801
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt020354
IRS990/TotalLiabilitiesEOYAmt018150
IRS990/TotalLiabilitiesGrp/BOYAmt020354
IRS990/TotalLiabilitiesGrp/EOYAmt018150
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0932568
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0889275
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt041000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt020381
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt067803
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt088184
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0952922
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0907425
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0615 BARONNE ST NO 150
IRS990/USAddress/CityNm0NEW ORLEANS
IRS990/USAddress/StateAbbreviationCd0LA
IRS990/USAddress/ZIPCd0701131019
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0HTTP://JEFNO.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SAUNDRA K LEVY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05045244559
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT B AND SHIRLEY K HASPEL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ENDOWMENT FUND
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0720961469
ReturnHeader/Filer/PhoneNum05045244559
ReturnHeader/Filer/USAddress/AddressLine1Txt0615 BARONNE ST NO 150
ReturnHeader/Filer/USAddress/CityNm0NEW ORLEANS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd0701131019
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E2DD0A6D3DA92DE2B7CFBFBC905397B655D04ED6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E2DD0A6D3DA92DE2B7CFBFBC905397B655D04ED6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.229.25.27
ReturnHeader/FilingSecurityInformation/IPDt02017-11-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:22:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721396621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARR RIGGS & INGRAM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 VETERANS BLVD STE 350
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0METAIRIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070005
ReturnHeader/PreparerPersonGrp/PhoneNum05048379116
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACK B KASE CPA PFS
ReturnHeader/ReturnTs02017-11-13T12:20:47-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$907,425
Liabilities
$18,150
Net assets
$889,275
Revenue
$88,184
Expenses
$70,801
Net income
$17,383
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.47$0.15$7.32$0.56$0.59$0.03
2023Detailed filing. Detailed filing data is available for this year.$6.56$0.13$6.43$0.16$0.54$0.38
2022Detailed filing. Detailed filing data is available for this year.$5.91$0.12$5.79$0.36$0.55$0.20
2021Detailed filing. Detailed filing data is available for this year.$7.24$0.16$7.09$0.70$0.44$0.26
2020Detailed filing. Detailed filing data is available for this year.$6.20$0.12$6.07$0.57$2.56$1.98
2019Detailed filing. Detailed filing data is available for this year.$8.63$0.18$8.45$0.47$0.96$0.50
2018Detailed filing. Detailed filing data is available for this year.$7.86$0.16$7.70$0.53$1.06$0.53
2017Detailed filing. Detailed filing data is available for this year.$9.44$0.19$9.25$0.66$0.53$0.14
2016Detailed filing. Detailed filing data is available for this year.$9.07$0.18$8.89$0.88$0.71$0.17
2015Detailed filing. Detailed filing data is available for this year.$9.53$0.20$9.33$0.57$0.57$0.00
2014Detailed filing. Detailed filing data is available for this year.$9.54$0.19$9.35$1.21$1.17$0.04
2013Detailed filing. Detailed filing data is available for this year.$9.85$0.20$9.66$0.83$0.89$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.26$0.17$8.10$0.87
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.82$0.16$7.66$0.82
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.10$0.16$7.93$0.81