2018-05-15T06:41:02-05:00 2017-06-30 232108173 RKL LLP 1330 BROADCASTING ROAD PO BOX 7008 WYOMISSING PA 196106008 990 2016-07-01 236396949 JEWISH FEDERATION OF THE LEHIGH VALLEY JEWI 6108215500 702 NORTH 22ND STREET ALLENTOWN PA 18104 MARK L GOLDSTEIN EXECUTIVE DIRECTOR 6108215500 2018-02-15 1 REBECCA A CLOUSER P01584369 6103761595 2018-02-15 2016 2022-09-23 18:48:47Z MARK L GOLDSTEIN 702 NORTH 22ND STREET ALLENTOWN PA 18104 8835143 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 42 42 17 275 -71809 0 2677824 2949700 0 0 272230 539456 -47830 14095 2902224 3503251 2304223 2493693 0 0 817414 841947 0 0 349599 245158 307336 3366795 3642976 -464571 -139725 24558906 26073670 8634134 8972988 15924772 17100682 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 2888766 2493693 IN FISCAL YEAR ENDING JUNE 30, 2017, THE FEDERATION SUPPORTED 11 ORGANIZATIONS AND OVER 9000 INDIVIDUALS IN THE ADVANCEMENT OF JEWISH CORE VALUES WHICH INCLUDE EDUCATION AND COMMUNITY ENGAGEMENT FUNDING. 2888766 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 16 0 1 17 1 1 1 0 0 0 0 1 1 0 0 0 0 X 42 42 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 MARK H SCOBLIONKO 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 NAN RONIS VICE PRESIDENT 1.00 X X 0 0 0 ROBERT WILSON DO VICE PRESIDENT 1.00 X X 0 0 0 SANDRA GOLDFARB 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 BARRY J HALPER IMMEDIATE PAST PRESIDENT 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 JEFFREY BLINDER MD DIRECTOR 1.00 1.00 X 0 0 0 WENDY BORN 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 LISA ELLIS PHD DIRECTOR 1.00 X 0 0 0 ERIC FELS DO DIRECTOR 1.00 X 0 0 0 PETER FISHER MD DIRECTOR 1.00 X 0 0 0 VICKI GLASER DIRECTOR 1.00 X 0 0 0 ROBERT J GREY 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 EVA LEVITT 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 LYNN ROTHMAN 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 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 SINGER DIRECTOR 1.00 X 0 0 0 CANTOR ELLEN SUSSMAN DIRECTOR 1.00 X 0 0 0 CANTOR KEVIN WARTELL DIRECTOR 1.00 X 0 0 0 RABBI DAVID WILENSKY DIRECTOR 1.00 X 0 0 0 MARK GOLDSTEIN EXECUTIVE DIRECTOR 40.00 1.60 X 198905 0 25063 JERLYN ZIMMERMAN ASST. EXECUTIVE DIRECTOR 40.00 1.60 X 66293 0 4699 265198 0 29762 1 0 1 0 0 2180887 46800 722013 682616 2949700 497859 497859 5125999 5084402 41597 41597 41597 117812 46800 36488 81324 81324 143773 211002 -67229 -71809 4580 3503251 0 -71809 625360 2485693 2485693 8000 8000 310716 42215 124185 144316 375869 165174 126399 84296 18340 8453 6298 3589 87579 34471 27547 25561 49443 15837 17629 15977 27600 27600 42239 42239 8598 2927 2927 2744 12460 4137 4021 4302 16514 4287 7601 4626 32196 11438 12253 8505 72822 67119 4463 1240 54901 16653 10049 28199 8523 8523 7685 2997 2459 2229 BAD DEBTS 19000 19000 ANNUITY PAYMENTS 18834 18834 CONTINUING EDUCATION 13465 13465 P2K 13409 13409 -40910 5956 -51881 5015 3642976 2888766 404611 349599 56499 167970 164059 158939 869263 654565 2031 7206 838440 838440 9037 9177 22305 36820 305892 287045 23028 18847 19187437 20585547 3271632 3463464 115175 132695 24558906 26073670 96894 61519 1903383 1835964 30176 31652 6603681 7043853 8634134 8972988 X 10665380 11369953 5259392 5730729 15924772 17100682 24558906 26073670 X -139725 1298115 17520 X X 0 1 X 1 0 X 2647815 2918806 3422886 2677824 2949700 14617031 2647815 2918806 3422886 2677824 2949700 14617031 2510620 12106411 385471 484883 497369 424434 497859 2290016 16907047 475309 0.71610 0.73500 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 89 118349 171668 3700023 1 1 70919 70701 218 185106 167609 17497 49867 48735 1132 18847 INTERNATIONAL DEBT SECURITIES 2040000 F US GOVERNMENT AGENCY DEBT SECURITIES 1365959 F ANNUITY 57505 F 3463464 ANNUITY AGREEMENTS AND AGENCY FUNDS HELD 7043853 7043853 X 5060764 1298115 259398 1557513 3503251 0 3503251 3884854 241878 241878 3642976 0 3642976 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, 2013. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 17,520. HAKOL NEWSPAPER EXPENSES 211,002. FUNDRAISING EVENT EXPENSES (NET OF NONCASH CONTRIBUTIONS) 30,876. PART XII, LINE 2D - OTHER ADJUSTMENTS: HAKOL NEWSPAPER 211,002. FUNDRAISING EVENT EXPENSES (NET OF NONCASH CONTRIBUTIONS) 30,876. GOLF TOURNAMENT 64650 46800 17850 5000 5910 21910 342 3326 64650 46800 17850 5000 5910 21910 342 3326 36488 -18638 1 JEWISH COMMUNITY CENTER OF ALLENTOWN 702 N 22ND STREET ALLENTOWN PA 18104 230734200 501(C)(3) 352147 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) 310586 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) 158345 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) 23000 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) 22861 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) 609574 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) 4500 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) 3000 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 186927 0 0 0 11978 0 13085 0 18349 0 230339 0 0 0 SHARI SPARK WIFE OF THE EXECUTIVE DIRECTOR 10920 SHARI IS THE DIRECTOR OF THE HOLOCAUST RESOURCE CENTER. 0 X 23 677004 FMV X VARIOUS GOLF TOURNAMENT GIFT ITEMS 66 5612 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 WENDY BORN & LISA ELLIS - WENDY IS LISA'S MOTHER 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 17,520. 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 12B, II 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 12B, II 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 12B, II 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 12B, II 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 12B, II 0 LEHIGH VALLEY JEWISH FOUNDATION JEWISH DAY SCHOOL FUND 702 N 22ND STREET ALLENTOWN PA 18104 232737520 JEWISH EDUCATION PA 501(C)(3) LINE 12B, II 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 12B, II 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0