Jewish Endowment Foundation

Nonprofit profile at a glance

EIN
720638456
IRS 990 coverage
2010–2025
Forms available
Form 990 2025
Location
Metairie, LA, USA
Phone
5045244559
Rating
82
Verdict
STRONG
Rating confidence
Standard
Sector
Federated Giving Programs
Affiliation
Judaism

Official website

Reported finances

Revenue
$13,628,546
Expenses
$7,503,883
Assets
$117,609,226
Liabilities
$21,776,500

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

38 people listed

Executive titles in this filing

  • ALAN FRANCO (IMMEDIATE PAST PRESIDENT)
  • ROBERT B BRICKMAN (PRESIDENT)
  • JILL ISRAEL (VICE PRESIDENT)
  • MARK S STEIN (EXECUTIVE VICE PRESIDENT)
  • MORRIS MINTZ (VICE PRESIDENT)
  • JONATHAN LAKE (FEDERATION PRESIDENT)

Highest reported compensation

  • R JUSTIN GARON (EXECUTIVE DIRECTOR): $188,951 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The jewish endowment foundation of Louisiana (jef), chartered in 1967, ensures a secure future and an enduring legacy by serving as an essential resource for jewish and non-jewish philanthropy.

What it reported doing in 2025

Distributions are made to other nonprofits impacting the jewish community and other communities.

Operating model

Revenue model
Donor-supported. 84% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 98% of its reported program spending out as grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and some filed totals do not add up.

Rating breakdown

  • Financial Efficiency: 72
  • Transparency & Controls: 83
  • Accountability: 95
  • Sustainability: 84
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 61.1%; rating input score 61
  • Program expense ratio: 88.6%; rating input score 89
  • Fundraising efficiency: $41.66 raised per $1 spent on fundraising; rating input score 72; 72nd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 94.4%; rating input score 94; 25th percentile among comparable filings
  • Pay-setting controls: 3 of 6 controls in place; rating input score 50
    • Compensation committee: Pass
    • Independent consultant: Pass
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 89.3%; rating input score 89; 27th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 7 of 8 controls in place; rating input score 88
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 44.9%; rating input score 90; 90th percentile among comparable filings
  • Total-asset coverage ratio: 15.67; rating input score 90; 90th percentile among comparable filings
  • Liabilities to assets ratio: 0.19; rating input score 54; 54th percentile among comparable filings
  • Officer compensation ratio: 2.5%; rating input score 77; 77th percentile among comparable filings

Growth

  • Program expense growth: 5.3% per year; rating input score 100; 42nd percentile among comparable filings
  • Revenue growth: 8.4% per year; rating input score 100; 65th percentile among comparable filings
  • Asset growth: 8.4% per year; rating input score 100; 59th percentile among comparable filings

Details

  • Where the money goes: 61.1% of revenue deployed · 88.6% of spending went to programs
  • Governance: 34 of 34 board members independent · 7 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $6.7M in reported program spending
  • Leadership: top reported pay $189K · 38 people listed · 3 of 6 pay-setting controls reported
  • Consistency: 35 of 37 current checks pass · 2 findings to review
  • Schedules: 9 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 15 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: 133 filed money-flow records
  • Related organizations: 129 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Accountability: Governance controls: Form 990 shared with the board not reported.
  • Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Review — Sustainability: Liabilities to assets ratio scored 54/100.