2019-03-14T14:06:18-05:00 2018-06-30 232108173 RKL LLP 1330 BROADCASTING ROAD PO BOX 7008 WYOMISSING PA 196106008 990 2017-07-01 236396949 JEWISH FEDERATION OF THE LEHIGH VALLEY JEWI 6108215500 702 NORTH 22ND STREET ALLENTOWN PA 18104 JERLYN ZIMMERMAN ASST. EXECUTIVE DIRECTOR 6108215500 2019-03-05 1 STEPHANIE E KANE CPA P01584369 6103761595 2019-03-05 50.203.63.190 2019-03-05 16:00:19 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 037D3926E2108582D1778329FE909A42D9E15EED 2017 2019-02-21 02:37:17Z JERLYN ZIMMERMAN 702 NORTH 22ND STREET ALLENTOWN PA 18104 8957720 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 38 38 13 275 0 0 2949700 3243422 0 0 539456 703604 14095 -84511 3503251 3862515 2493693 2614441 0 0 841947 890893 0 0 336227 307336 237096 3642976 3742430 -139725 120085 26073670 27146608 8972988 9284800 17100682 17861808 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 2962975 2614441 IN FISCAL YEAR ENDING JUNE 30, 2018, THE FEDERATION SUPPORTED 11 ORGANIZATIONS AND OVER 9000 INDIVIDUALS IN THE ADVANCEMENT OF JEWISH CORE VALUES WHICH INCLUDE EDUCATION AND COMMUNITY ENGAGEMENT FUNDING. 2962975 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 X 38 38 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 PA FL NJ X OFFICER 6108215500 702 NORTH 22ND STREET ALLENTOWN PA 18104 EVA LEVITT PRESIDENT 1.00 X X 0 0 0 KAREN COOPER VICE PRESIDENT 1.00 X X 0 0 0 CAROL BUB FROMER MD VICE PRESIDENT 1.00 X X 0 0 0 ERIC FELS DO VICE PRESIDENT 1.00 X X 0 0 0 NAN RONIS VICE PRESIDENT 1.00 X X 0 0 0 SANDRA GOLDFARB 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 0 0 0 ALIETTE ABO DIRECTOR 1.00 X 0 0 0 MARC BERSON OD 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 RABBI MELODY DAVIS DIRECTOR 1.00 X 0 0 0 PETER FISHER MD DIRECTOR 1.00 X 0 0 0 BARRY HALPER DIRECTOR 1.00 X 0 0 0 ROBERT GREY DIRECTOR 1.00 X 0 0 0 RABBI YAACOV HALPERIN DIRECTOR 1.00 X 0 0 0 ELLEN HOF DIRECTOR 1.00 X 0 0 0 STUART KRAWITZ DIRECTOR 1.00 X 0 0 0 BETH KUSHNICK DIRECTOR 1.00 X 0 0 0 HARTLEY LACHTER PHD DIRECTOR 1.00 X 0 0 0 MICHAEL MILLER DIRECTOR 1.00 X 0 0 0 MICHAEL NOTIS PHD 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 LYNN ROTHMAN DIRECTOR 1.00 X 0 0 0 MARK SCOBLIONKO IMMEDIATE PAST PRES 1.00 X 0 0 0 RABBI MICHAEL SINGER DIRECTOR 1.00 X 0 0 0 CANTOR ELLEN SUSSMAN DIRECTOR 1.00 X 0 0 0 FRANK TAMARKIN MD DIRECTOR 1.00 X 0 0 0 MICHAEL UFBERG MD DIRECTOR 1.00 1.00 X 0 0 0 CANTOR KEVIN WARTELL DIRECTOR 1.00 X 0 0 0 ROBERT WAX DIRECTOR 1.00 1.00 X 0 0 0 RABBI DAVID WILENSKY DIRECTOR 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 MARK GOLDSTEIN EXECUTIVE DIRECTOR 40.00 1.60 X 194998 0 24923 JERLYN ZIMMERMAN ASST. EXECUTIVE DIRECTOR 40.00 1.60 X 80118 0 5608 275116 0 30531 1 0 1 0 0 2567583 48213 627626 581919 3243422 484031 484031 5098326 4878753 219573 219573 219573 30952 48213 38475 -7523 -7523 100989 177977 -76988 -76988 3862515 -76988 0 696081 2606441 2606441 8000 8000 317254 43550 125821 147883 408115 178880 137143 92092 32542 14071 10872 7599 87377 34398 27483 25496 45605 14340 16401 14864 28500 28500 49063 49063 8456 2911 2911 2634 12244 3925 3849 4470 22037 6436 10259 5342 32353 11438 12410 8505 10764 2718 6297 1749 48990 18776 11514 18700 5732 5732 7123 2778 2279 2066 ANNUITY PAYMENTS 18487 18487 CONTINUING EDUCATION 8217 8217 P2K 7867 7867 DUES & SUBSCRIPTIONS 2198 2198 -24935 6446 -36208 4827 3742430 2962975 443228 336227 167970 94738 158939 133784 654565 896020 7206 2365 838440 838440 9177 7497 36820 64371 305892 292777 18847 13115 20585547 21217894 3463464 3737997 132695 140387 26073670 27146608 61519 61097 1835964 1844532 31652 44783 7043853 7334388 8972988 9284800 X 11369953 11783999 5730729 6077809 17100682 17861808 26073670 27146608 X 120085 627233 13808 X X 0 1 X 1 0 X 2918806 3422886 2677824 2949700 3243422 15212638 2918806 3422886 2677824 2949700 3243422 15212638 2527181 12685457 484883 497369 424434 497859 484031 2388576 17601214 418261 0.72070 0.71610 X 93 255050 170232 3990169 1 1 70919 70809 110 185106 172639 12467 49867 49329 538 13115 INTERNATIONAL DEBT SECURITIES 2040000 F US GOVERNMENT AGENCY DEBT SECURITIES 1641058 F ANNUITY 56939 F 3737997 ANNUITY AGREEMENTS AND AGENCY FUNDS HELD 7334388 7334388 X 4715995 627233 226247 853480 3862515 0 3862515 3954869 212439 212439 3742430 0 3742430 PART X, LINE 2: WHEN TAX RETURNS ARE FILED, IT IS HIGHLY CERTAIN THAT SOME POSITIONS TAKEN WOULD BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES, WHILE OTHERS ARE SUBJECT TO UNCERTAINTY ABOUT THE MERITS OF THE POSITION TAKEN OR THE AMOUNT OF THE POSITION THAT WOULD ULTIMATELY BE SUSTAINED. THE BENEFIT OF A TAX POSITION IS RECOGNIZED IN THE FINANCIAL STATEMENTS IN THE PERIOD DURING WHICH, BASED ON ALL AVAILABLE EVIDENCE, MANAGEMENT BELIEVES IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING THE RESOLUTION OF APPEALS OR LITIGATION PROCESSES, IF ANY. TAX POSITIONS TAKEN ARE NOT OFFSET OR AGGREGATED WITH OTHER POSITIONS. TAX POSITIONS THAT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD ARE MEASURED AS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS MORE THAN 50% LIKELY OF BEING REALIZED UPON SETTLEMENT WITH THE APPLICABLE TAXING AUTHORITY. THE PORTION OF THE BENEFITS ASSOCIATED WITH TAX POSITIONS TAKEN THAT EXCEEDS THE AMOUNT MEASURED AS DESCRIBED ABOVE IS REFLECTED AS A LIABILITY FOR UNRECOGNIZED TAX BENEFITS IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION ALONG WITH ANY ASSOCIATED INTEREST AND PENALTIES THAT WOULD BE PAYABLE TO THE TAXING AUTHORITIES UPON EXAMINATION. THE ORGANIZATION FILES TAX RETURNS IN THE U. S. FEDERAL JURISDICTION. THE ORGANIZATION'S INCOME TAX RETURNS ARE NOT SUBJECT TO EXAMINATION THROUGH THE YEAR ENDED JUNE 30, 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 13,808. HAKOL NEWSPAPER EXPENSES 177,977. FUNDRAISING EVENT EXPENSES (NET OF NONCASH CONTRIBUTIONS) 34,462. PART XII, LINE 2D - OTHER ADJUSTMENTS: HAKOL NEWSPAPER 177,977. FUNDRAISING EVENT EXPENSES (NET OF NONCASH CONTRIBUTIONS) 34,462. GOLF TOURNAMENT 63963 48213 15750 5000 4632 25256 516 3071 63963 48213 15750 5000 4632 25256 516 3071 38475 -22725 1 JEWISH COMMUNITY CENTER OF ALLENTOWN 702 N 22ND STREET ALLENTOWN PA 18104 230734200 501(C)(3) 351467 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) 313477 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) 162390 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) 21000 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) 8500 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) 23338 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) 1007588 FMV ADVANCEMENT AND SUPPORT OF JEWISH EDUCATION IN COMMUNITY LAFAYETTE COLLEGE HILLEL CO LAFAYETTE COLLEGE 730 HIGH STREET EASTON PA 18042 240795686 501(C)(3) 5000 FMV ADVANCEMENT AND SUPPORT OF JEWISH EDUCATION IN COMMUNITY JEWISH EDUCATION SERVICES OF NORTH AMERICA INC 247 WEST 37TH STREET 5TH FLOOR NEW YORK NY 10018 131628141 501(C)(3) 2500 FMV ADVANCEMENT AND SUPPORT OF JEWISH EDUCATION IN COMMUNITY CHABAD LUDAVITCH OF THE LEHIGH VALLEY INC 457 CRACKERSPORT RD ALLENTOWN PA 18104 233099157 501(C)(3) 2000 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 11 0 RESIDENT CAMP SCHOLARSHIPS 8 4000 FMV TEEN EXPERIENCE SCHOLARSHIPS 5 4000 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 EXECUTIVE DIRECTOR 184930 0 0 0 10068 0 12945 0 18349 0 226292 0 0 0 SHARI SPARK WIFE OF THE EXECUTIVE DIRECTOR 10920 SHARI IS THE DIRECTOR OF THE HOLOCAUST RESOURCE CENTER. 0 X 27 577906 FMV X VARIOUS GOLF TOURNAMENT GIFT ITEMS 71 4013 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 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 9: CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 13,808. 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