2026-01-30T14:32:47-06:00 2025-06-30 582115374 MERSEREAU LAZENBY & ROCKAS LLC 3469-B Lawrenceville-Suwanee Rd Suwanee GA 30024 990 2024-07-01 811708125 Jewish Community Legacy Project Inc JEWI 7706909916 PO Box 70421 Marietta GA 30007 Ann Tettlebaum Treasurer 7706909916 2026-01-30 1 0 Lois S Lazenby P00295161 7706146800 2026-01-28 2024 2025-03-06 01:10:19Z Samuel H Bernstine PO Box 70421 Marietta GA 30007 597807 0 X http://www.jclproject.org X 2016 GA The Jewish Community Legacy Project (JCLP) is committed to helping small Jewish Communities honor their past while planning for their future. The JCLP is the only organization focused exclusively on empowering small Jewish congregations in the US and Canada to secure their futures. With a deep understanding of the needs unique to these small congregations, JCLP provides the resources and solutions specific to the challenges associated with operational growth, sustainability, or decline. Leveraging its proven experience, as well as relationships with local and national partners, JCLP facilitates effective plans of action for the sustainability of congregational life and long-range planning. 17 17 1 86 0 0 727201 587961 0 0 399 9846 0 0 727600 597807 0 0 0 0 156887 169902 0 0 13031 295487 397244 452374 567146 275226 30661 400039 434448 14365 18113 385674 416335 X The Jewish Community Legacy Project (JCLP) is committed to helping small Jewish Communities honor their past while planning for their future. The JCLP is the only organization focused exclusively on empowering small Jewish congregations in the US and Canada to secure their futures. With a deep understanding of the needs unique to these small congregations, JCLP provides the resources and solutions specific to the challenges associated with operational growth, sustainability, or decline. Leveraging its proven experience, as well as relationships with local and national partners, JCLP facilitates effective plans of action for the sustainability of congregational life and long-range planning. 0 0 315158 Individual Congregation Consultations During the year JCLP assisted 140 small congregations located throughout the country with their current and long-term planning needs. In addition, JCLP initiated 102 first meetings with small congregations exploring the possibility of engaging JCLP's planning services and responded to another 30 requests for information. The total number of meaningful contacts was 270 small congregations. JCLP's planning falls into two categories.Sustainability PlanningStabilize or drive increased participation; recruit volunteers; ensure leadership succession; plan fundraising campaigns; assist in securing clergy; facilitate consolidation discussions with another congregation.Legacy PlanningPreserve archival records; find homes for Jewish and general articles; ensure the preservation of the cemetery; create legacy endowments to support Jewish and general programs and institutions. Over 30 congregations have donated their historic material to Jewish archives and museums. Over 80 sacred Torahs have been donated in the United States, Israel, and in small Jewish communities around the around. Over $10 million of congregation assets has been converted into cemetery preservation endowments and legacy endowments 59092 Regional Cohort Planning and Programming JCLP brings together congregations located in the same region to share ideas, address common issues, and develop programming for their congregants. Regional cohorts are in Central PA; Western PA; Greater MS; Ohio; the Carolinas; Upstate New York; Texas; Upper Midwest. Programs have included: antisemitism, Jewish ethics, Jewish holidays, rabbi presentations, presentations by college professors, Israel, Jewish cuisine, Jewish music, and security. Over 1,000 congregants of small congregations have registered for regional cohort programs. 19697 JCLP Presidents Forum JCLP has created the JCLP Presidents Forum that brings together presidents of small congregations located throughout the country and some congregations in Canada. Over 350 small congregations throughout the United States and in some Canadian cities are part of the JCLP Presidents Forum. The Forum is an opportunity to address common issues such as outreach, leadership development, historic preservation, security, fundraising, and "burnout." The Forum also conducts surveys to identify needs that can be addressed individually or collectively, such as clergy support, peer support groups, cooperative purchasing, twinning with Jewish personnel on military bases, centenary celebrations 11414 The Marcus Foundation Special Grant: The Marcus Foundation Special Grant has had two outcomes. It allowed JCLP to produce a video that highlights how small congregants through their legacy endowments (created upon their closure) have made an impact on the lives of people within the Jewish and secular communities. It also helped JCLP create a reunion for people who live in Metropolitan Atlanta but who grew up in small communities throughout the United States. Over 120 people attended, representing 15 states and over 60 Jewish congregations. They shared experiences, heard a presentation about small town Jewish life, and learned about the work of JCLP. 11414 405361 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 GA NC PA X X Noah Levine 7706909916 PO Box 70421 Marietta GA 300070421 X Samuel Morris Bernstine Chairman 0.40 X X 0 0 0 Marilyn Forman Chandler Vice Chairman 0.40 X X 0 0 0 Dana Herman Board Member 0.40 X 0 0 0 Etta Raye Hirsch Board Member 0.10 X 0 0 0 David Hoguet Board Member 0.40 X 0 0 0 Bernard King-Smith Secretary 0.40 X X 0 0 0 Robert Arogeti Board Member 0.10 X 0 0 0 Robert Loeb Board Member 0.30 X 0 0 0 Rabbi David Lyon Board Member 0.20 X 0 0 0 Jeffrey Finkelstein Board Member 0.30 X 0 0 0 Howard M Rieger Board Member 0.40 X 0 0 0 Marcia Storch Board Member 0.20 X 0 0 0 Ann Tettlebaum Treasurer 1.30 X X 0 0 0 Susan Weiss Firestone Board Member 0.10 X 0 0 0 Jackie Jacobs Board Member 0.40 X 0 0 0 Becky Sobelman-Stern Board Member 0.10 X 0 0 0 Leslie Dannin Rosenthal Board Member 0.30 X 0 0 0 Noah Levine President 40.00 X 133333 0 0 David I Sarnat President 20.00 X 60000 0 0 193333 0 0 1 0 0 0 0 587961 587961 9846 9846 597807 0 0 9846 X 156667 119000 30667 7000 13235 10053 2591 591 10516 10516 19200 19200 305500 262000 40500 3000 24401 12201 12200 15983 434 15549 6375 6375 Website 7113 805 6308 Miscellaneous 6202 3762 2440 Dues and Subscriptions 1086 1086 Community Outreach 868 868 567146 405361 148754 13031 171679 97016 53360 327792 175000 5000 4640 400039 434448 2404 18113 11961 14365 18113 X 128528 280367 257146 135968 385674 416335 400039 434448 30661 0 X 1 X 0 0 0 X 359886 291673 323558 727201 587961 2290279 359886 291673 323558 727201 587961 2290279 1432968 857311 3 4 291 399 9846 10543 2300822 0.37260 0.40680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X Part X, Line 2: The Organization has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements. Form 990, Part VI, Section B, line 11b Organization's process to review Form 990 The treasurer and members of the organization's finance committee review Form 990 before it is filed. Form 990, Part VI, Section B, line 12c Enforcement of conflicts policy : The Organization monitors and enforces its policy by having a policy statement that is signed by all board members when they assume their positions on the board. By signing this statement all board members acknowledge their compliance with the policy. Form 990, Part VI, Section C, line 19 Governing documents disclosue explanation: Governing documents, conflicts of interest policy and financial statements are made available upon request. There is a link to Forms 990 on the JCLP website. Form 990, page 6, line 17 As of the date of this filing, exemption applications are pending in Illinois and New York and it is not known if Form 990 will need to be filed with those states Form 990, page 7 Noah Levine has served as President and CEO beginning September 10, 2024. Form 990, Part IX, line 11g Consulting Fees: Program service expenses 262,000. Management and general expenses 40,500. Fundraising expenses 3,000. Total expenses 305,500.