2020-06-19T09:01:38-05:00 2019-06-30 232108173 RKL LLP 1330 BROADCASTING ROAD PO BOX 7008 WYOMISSING PA 196106008 990 2018-07-01 236396949 JEWISH FEDERATION OF THE LEHIGH VALLEY JEWI 6108215500 702 NORTH 22ND STREET ALLENTOWN PA 18104 JERLYN ZIMMERMAN EXECUTIVE DIRECTOR 6108215500 2020-06-16 1 STEPHANIE E KANE CPA P01584369 6103761595 2020-06-16 24.152.202.7 2020-06-16 07:02:25 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 C896C2A5E5324FCD432E946E3A9B0E6DA72A1E55 2018 2020-11-06 18:47:13Z JERLYN ZIMMERMAN 702 NORTH 22ND STREET ALLENTOWN PA 18104 14039300 0 X WWW.JEWISHLEHIGHVALLEY.ORG X 1948 PA RAISES FUNDS FOR DISTRIBUTION TO THE JEWISH FEDERATIONS OF NORTH AMERICA AND OTHER JEWISH AND NON-JEWISH CHARITIES 39 39 13 275 0 0 3243422 2869704 0 0 703604 271523 -84511 -76537 3862515 3064690 2614441 2525578 0 0 890893 755978 0 0 301907 237096 237718 3742430 3519274 120085 -454584 27146608 28735409 9284800 10300708 17861808 18434701 X IN ORDER TO UNITE, SUSTAIN, AND ENHANCE THE LEHIGH VALLEY COMMUNITY, AND SUPPORT JEWISH COMMUNITIES IN ISRAEL AND AROUND THE WORLD, THE JEWISH FEDERATION OF THE LEHIGH VALLEY IS DEDICATED TO CORE VALUES ACCOMPLISHED BY RAISING AND DISTRIBUTING FUNDS TO JEWISH AND NON-JEWISH CHARITIES IN SUPPORT OF ITS CORE VALUES. 0 0 2826855 2525578 IN FISCAL YEAR ENDING JUNE 30, 2019, THE FEDERATION SUPPORTED 11 ORGANIZATIONS AND OVER 9000 INDIVIDUALS IN THE ADVANCEMENT OF JEWISH CORE VALUES WHICH INCLUDE EDUCATION AND COMMUNITY ENGAGEMENT FUNDING. 2826855 1 1 0 0 0 1 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 1 0 0 0 1 X 15 0 1 13 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 39 39 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 PA FL NJ X X OFFICER 6108215500 702 NORTH 22ND STREET ALLENTOWN PA 18104 EVA LEVITT PRESIDENT 1.00 X X 0 0 0 ALIETTE ABO VICE PRESIDENT 1.00 X X 0 0 0 ERIC FELS DO VICE PRESIDENT 1.00 X X 0 0 0 DR CAROL BUB FROMER VICE PRESIDENT 1.00 X X 0 0 0 GARY FROMER VICE PRESIDENT 1.00 X X 0 0 0 ROBERT WILSON MD VICE PRESIDENT 1.00 X X 0 0 0 LAWRENCE CENTER SECRETARY 1.00 X X 0 0 0 IRIS EPSTEIN TREASURER 1.00 X X 0 0 0 MARK SCOBLIONKO IMMEDIATE PAST PRES 1.00 X 0 0 0 BARRY HALPER PAST PRESIDENT 1.00 X 0 0 0 DR MARC BERSON DIRECTOR 1.00 X 0 0 0 RICHARD BUB DIRECTOR 1.00 X 0 0 0 KAREN DACEY MD DIRECTOR 1.00 X 0 0 0 SCOTT DELIN DIRECTOR 1.00 X 0 0 0 DR JAY FISHER DIRECTOR 1.00 X 0 0 0 PETER FISHER MD DIRECTOR 1.00 X 0 0 0 SANDRA GOLDFARB DIRECTOR 1.00 X 0 0 0 DR ANDREA GOLDSMITH DIRECTOR 1.00 X 0 0 0 ELLEN HOF DIRECTOR 1.00 X 0 0 0 BETH KOZINN DIRECTOR 1.00 X 0 0 0 STUART KRAWTIZ DIRECTOR 1.00 X 0 0 0 BETH KUSHNICK DIRECTOR 1.00 X 0 0 0 DR EVAN MARLIN DIRECTOR 1.00 X 0 0 0 MICHAEL MILLER DIRECTOR 1.00 X 0 0 0 DR MICHAEL NOTIS DIRECTOR 1.00 X 0 0 0 LYNN ROTHMAN DIRECTOR 1.00 X 0 0 0 FRANK TAMARKIN MD DIRECTOR 1.00 X 0 0 0 RON TICHO DIRECTOR 1.00 X 0 0 0 MICHAEL UFBERG MD DIRECTOR 1.00 1.00 X 0 0 0 ROBERT WAX DIRECTOR 1.00 1.00 X 0 0 0 ILENE WOOD DIRECTOR 1.00 X 0 0 0 LARRY ZELSON DIRECTOR 1.00 X 0 0 0 ISRAEL ZIGHELBOIM MD DIRECTOR 1.00 X 0 0 0 RABBI MELODY DAVIS DIRECTOR 1.00 X 0 0 0 RABBI YAACOV HALPERIN DIRECTOR 1.00 X 0 0 0 RABBI SETH PHILLIPS DIRECTOR 1.00 X 0 0 0 RABBI MOSHE RE'EM DIRECTOR 1.00 X 0 0 0 RABBI MICHAEL SIGNER DIRECTOR 1.00 X 0 0 0 CANTOR ELLEN SUSSMAN DIRECTOR 1.00 X 0 0 0 MARK GOLDSTEIN DEC'D 101118 EXECUTIVE DIRECTOR 40.00 1.60 X 156197 0 21218 JERLYN ZIMMERMAN EXECUTIVE DIRECTOR 40.00 1.60 X 80847 0 6391 237044 0 27609 1 0 1 0 0 2437193 44777 387734 333735 2869704 399668 399668 10610153 10738298 -128145 -128145 -128145 15400 44777 29740 -14340 -14340 144375 206572 -62197 -62197 3064690 -62197 0 257183 2518578 2518578 7000 7000 217716 41517 60903 115296 389515 140247 160309 88959 26394 9477 10943 5974 79237 28013 26787 24437 43116 13369 15605 14142 31145 31145 42036 42036 7716 2610 2610 2496 8730 2886 2845 2999 28034 8537 13153 6344 32585 11438 12642 8505 19473 3414 12568 3491 34104 7731 3888 22485 5241 5241 7369 2874 2358 2137 P2K 18969 18969 CONTINUING EDUCATION 10667 10667 ANNUITY PAYMENTS 8633 8633 ISRAEL MISSIONS 4008 4008 -20992 6187 -31821 4642 3519274 2826855 390512 301907 94738 195843 133784 195272 896020 1229214 2365 5104 838440 838440 7497 7456 64371 26514 307088 298018 13115 9070 21217894 22735839 3737997 3352270 140387 140387 27146608 28735409 61097 68995 1844532 2321513 44783 181458 7334388 7728742 9284800 10300708 X 11783999 12117256 6077809 6317445 17861808 18434701 27146608 28735409 -454584 1027477 0 X X 0 1 X 1 0 X 3422886 2677824 2949700 3243422 2869704 15163536 3422886 2677824 2949700 3243422 2869704 15163536 2876597 12286939 497369 424434 497859 484031 399668 2303361 17466897 334855 0.70340 0.72070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 94 82152 173340 4093702 1 1 70919 70917 2 186302 177535 8767 49867 49566 301 9070 INTERNATIONAL DEBT SECURITIES 2015000 F US GOVERNMENT AGENCY DEBT SECURITIES 1280925 F ANNUITY 56345 F 3352270 ANNUITY AGREEMENTS AND AGENCY FUNDS HELD 7728742 7728742 X 4283328 1027477 233161 1260638 3022690 42000 42000 3064690 3710435 233161 233161 3477274 42000 42000 3519274 PART X, LINE 2: AS A NOT-FOR-PROFIT ORGANIZATION, THE ORGANIZATION IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION IS SUBJECT TO FEDERAL AND STATE INCOME TAXES ON UNRELATED BUSINESS INCOME. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION, INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAVE BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS PRIOR TO THE YEAR ENDED JUNE 30, 2016. PART XI, LINE 2D - OTHER ADJUSTMENTS: HAKOL NEWSPAPER EXPENSES 206,572. FUNDRAISING EVENT EXPENSES (NET OF NONCASH CONTRIBUTIONS) 26,589. PART XII, LINE 2D - OTHER ADJUSTMENTS: HAKOL NEWSPAPER 206,572. FUNDRAISING EVENT EXPENSES (NET OF NONCASH CONTRIBUTIONS) 26,589. GOLF TOURNAMENT 60177 44777 15400 2500 3151 22950 445 694 60177 44777 15400 2500 3151 22950 445 694 29740 -14340 1 JEWISH COMMUNITY CENTER OF ALLENTOWN 702 N 22ND STREET ALLENTOWN PA 18104 230734200 501(C)(3) 344079 FMV ADVANCEMENT AND SUPPORT OF JEWISH EDUCATION IN COMMUNITY JEWISH DAY SCHOOL OF ALLENTOWN PA 2313 PENNSYLVANIA STREET ALLENTOWN PA 18104 237344525 501(C)(3) 299072 FMV ADVANCEMENT AND SUPPORT OF JEWISH EDUCATION IN COMMUNITY JEWISH FAMILY SERVICES OF THE LEHIGH VALLEY 2004 ALLEN STREET ALLENTOWN PA 18104 232301360 501(C)(3) 158783 FMV SUPPORT OF JEWISH SENIOR AND SOCIAL ACTIVITIES IN COMMUNITY BETHLEHEM JEWISH COMMUNITY GRANT CONGREGATION BRITH SHOLOM 1190 W MACADA ROAD BETHLEHEM PA 18017 240795950 501(C)(3) 20800 FMV ADVANCEMENT AND SUPPORT OF JEWISH EDUCATION IN COMMUNITY JEWISH STUDENT ADVISORY COUNCIL OF BETHLEHEM PA 214-16 SUMMIT STREET BETHLEHEM PA 180152933 232180442 501(C)(3) 7500 FMV ADVANCEMENT AND SUPPORT OF JEWISH EDUCATION IN COMMUNITY MUHLENBERG COLLEGE HILLEL SOCIETY CO MUHLENBERG COLLEGE 2400 CHEW STREET ALLENTOWN PA 18104 231352664 501(C)(3) 20826 FMV ADVANCEMENT AND SUPPORT OF JEWISH EDUCATION IN COMMUNITY JEWISH FEDERATION OF NORTH AMERICA 25 BROADWAY SUITE 1700 NEW YORK NY 100041010 131624240 501(C)(3) 909268 FMV ADVANCEMENT AND SUPPORT OF JEWISH EDUCATION IN COMMUNITY HEBREW FAMILY LEAGUE 3050 COLLEGE HEIGHTS BLVD ALLENTOWN PA 18104 236429637 501(C)(3) 5500 FMV ADVANCEMENT AND SUPPORT OF JEWISH EDUCATION IN COMMUNITY 8 0 RESIDENT CAMP SCHOLARSHIPS 7 3500 FMV TEEN EXPERIENCE SCHOLARSHIPS 7 3500 FMV PART I, LINE 2: THE JEWISH FEDERATION OF THE LEHIGH VALLEY ALLOCATES ITS ANNUAL CAMPAIGN RESOURCES FOR THE COMING YEAR PROGRAMS AND ACTIVITIES OF ITS BENEFICIARY AGENCIES. AN ALLOCATIONS COMMITTEE IS CHARGED WITH THE RESPONSIBILITY TO DEVELOP FUND DISTRIBUTION RECOMMENDATIONS TO THE JFLV BOARD OF DIRECTORS. BENEFICIARY AGENCIES ARE NOTIFIED IN MARCH OF THE ALLOCATIONS PROCESS AND REQUESTED TO SUBMIT BUDGETARY/FINANCIAL INFORMATION AND A NARRATIVE OF THE ORGANIZATIONS PROGRAMS, NEEDS AND SERVICES TO THE JFLV BY APRIL. SUBSEQUENT MEETINGS ARE HELD BY THE FINANCIAL REVIEW COMMITTEE WHERE THEY REVIEW THE REQUESTING ORGANIZATION'S INFORMATION AS COMPILED, AND PRESENTATIONS FROM THE LOCAL BENEFICIARIES ARE WELCOME AT THESE MEETINGS. IN THE MAY MEETING THE BOARD OF DIRECTORS AS A WHOLE CONSIDERS THE BENEFICIARIES NEEDS AND ALLOCATION LIMITS ARE SET FOR LOCAL BENEFICIARIES. BY JUNE FINAL RECOMMENDATIONS FOR ALLOCATIONS ARE GIVEN TO THE BOARD OF DIRECTORS TO VOTE ON. X X 0 0 0 0 0 0 0 0 0 MARK GOLDSTEIN DEC'D 101118 EXECUTIVE DIRECTOR 156197 0 0 0 0 0 11236 0 14284 0 181717 0 0 0 SHARI SPARK WIFE OF THE EXECUTIVE DIRECTOR 10920 SHARI IS THE DIRECTOR OF THE HOLOCAUST RESOURCE CENTER. 0 X 11 330584 FMV X VARIOUS GOLF TOURNAMENT GIFT ITEMS 62 3151 FMV 0 0 1 0 FORM 990, PART V, LINE 1C: THE ORGANIZATION DID NOT HAVE ANY INSTANCES WHERE BACKUP WITHHOLDING WAS REQUIRED; HOWEVER, IF THE SITUATION WOULD ARISE, THE ORGANIZATION IS AWARE OF THE REPORTING REQUIREMENTS AND WOULD HANDLE THAT ACCORDINGLY. FORM 990, PART VI, SECTION A, LINE 2 SHARI SPARK & MARK GOLDSTEIN - SHARI AND MARK ARE MARRIED RICHARD BUB & CAROL BUB FROMER - RICHARD AND CAROL ARE BROTHER AND SISTER GARY FROMER & CAROL BUB FROMER - GARY & CAROL ARE MARRIED FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE COMMITTEE AND EXECUTIVE DIRECTOR REVIEW AND APPROVE THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C A WRITTEN CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY AND DOCUMENT RETENTION AND DESTRUCTION POLICY WAS ENACTED IN SEPTEMBER 2009. BOARD MEMBERS AND EMPLOYEES ANNUALLY SIGN THE CONFLICT OF INTEREST POLICY WHICH IS PRESENTED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 PERSONNEL AND EXECUTIVE DIRECTOR COMMUNICATION WITH THE BOARD, SALARY REPORTS BY POSITION OF COMPARABLE ORGANIZATIONS ARE USED IN DECISION MAKING. FORM 990, PART VI, SECTION C, LINE 19 ALL ORGANIZATION GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 2C: AUDIT OVERSIGHT COMMITTEE: THERE IS A FINANCE/AUDIT COMMITTEE WHICH REPRESENTS THE BOARD AND OVERSEES THE FINANCIAL STATEMENT PROCESS. THIS HAS NOT CHANGED FROM PRIOR YEARS. FISCHMANN-BERMAN FAMILY FUND 702 N 22ND STREET ALLENTOWN PA 18104 232823685 SUPPORTING FUND OF JEWISH FEDERATION OF THE LEHIGH VALLEY PA 501(C)(3) LINE 12A, I 0 GOLDMAN FAMILY FOUNDATION 702 N 22ND STREET ALLENTOWN PA 18104 201465976 SUPPORTING FUND OF JEWISH FEDERATION OF THE LEHIGH VALLEY PA 501(C)(3) LINE 12A, I 0 ALVIN AND ROSALIND MISHKIN FOUNDATION 702 N 22ND STREET ALLENTOWN PA 18104 232867287 SUPPORTING FUND OF JEWISH FEDERATION OF THE LEHIGH VALLEY PA 501(C)(3) LINE 12A, I 0 SYLVIA AND HERB ROSEN FOUNDATION 702 N 22ND STREET ALLENTOWN PA 18104 232869370 SUPPORTING FUND OF JEWISH FEDERATION OF THE LEHIGH VALLEY PA 501(C)(3) LINE 12A, I 0 WAX FAMILY FUND 702 N 22ND STREET ALLENTOWN PA 18104 232506745 SUPPORTING FUND OF JEWISH FEDERATION OF THE LEHIGH VALLEY PA 501(C)(3) LINE 12A, I 0 LEONARD AND ENID ABRAMS FAMILY FOUNDATION 702 N 22ND STREET ALLENTOWN PA 18104 273306073 SUPPORTING FUND OF JEWISH FEDERATION OF THE LEHIGH VALLEY PA 501(C)(3) LINE 12A, I 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0