2017-05-10T07:46:27-05:00 2016-06-30 232108173 RKL LLP 1330 BROADCASTING ROAD PO BOX 7008 WYOMISSING PA 196106008 990 2015-07-01 236396949 JEWISH FEDERATION OF THE LEHIGH VALLEY JEWI 6108215500 702 NORTH 22ND STREET ALLENTOWN PA 18104 MARK L GOLDSTEIN EXECUTIVE DIRECTOR 6108215500 2017-04-28 1 REBECCA A CLOUSER P01584369 6103761595 2017-04-26 2015 2021-01-29 14:40:06Z MARK L GOLDSTEIN 702 NORTH 22ND STREET ALLENTOWN PA 18104 8176133 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 46 46 15 275 -75272 0 3422886 2677824 0 0 1756257 272230 7391 -47830 5186534 2902224 2615880 2304223 0 0 854204 817414 0 0 314165 287747 245158 3757831 3366795 1428703 -464571 26477693 24558906 9727731 8634134 16749962 15924772 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 2599784 2304223 IN FISCAL YEAR ENDING JUNE 30, 2016, THE FEDERATION SUPPORTED 10 DOMESTIC ORGANIZATIONS, 1 INTERNATIONAL ORGANIZATION, AND OVER 9000 INDIVIDUALS IN THE ADVANCEMENT OF JEWISH CORE VALUES WHICH INCLUDE EDUCATION AND COMMUNITY ENGAGEMENT FUNDING. 2599784 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 14 0 1 15 1 1 1 0 0 0 0 1 1 0 0 0 0 X 46 46 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X OFFICER 6108215500 702 NORTH 22ND STREET ALLENTOWN PA 18104 MARK H SCOBLIONKO PRESIDENT 1.00 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 NICOLE ROSENTHAL DO 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 DIRECTOR 1.00 1.00 X 0 0 0 RANCE BLOCK DIRECTOR 1.00 X 0 0 0 WENDY BORN DIRECTOR 1.00 X 0 0 0 RICHARD BUB DIRECTOR 1.00 X 0 0 0 RABBI MELODY DAVIS DIRECTOR 1.00 X 0 0 0 LISA ELLIS PHD 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 BENNETT GROSSMAN DIRECTOR 1.00 X 0 0 0 RABBI YAACOV HALPERIN DIRECTOR 1.00 X 0 0 0 ROBERT HAMMEL 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 JAY LIPSHUTZ DO 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 JUDITH RODWIN DIRECTOR 1.00 X 0 0 0 RABBI MICHAEL SINGER DIRECTOR 1.00 X 0 0 0 RABBI DANIEL STEIN 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 L WAX DIRECTOR 1.00 1.00 X 0 0 0 SUSAN WILD DIRECTOR 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 ISRAEL ZIGHELBOIM MD DIRECTOR 1.00 X 0 0 0 MARK GOLDSTEIN EXECUTIVE DIRECTOR 40.00 1.60 X 194964 0 37875 JERLYN ZIMMERMAN BEG 022916 ASST. EXECUTIVE DIRECTOR 40.00 1.60 X 0 0 0 194964 0 37875 1 0 1 0 0 2160819 65044 451961 285420 2677824 424434 424434 4909257 5061461 -152204 -152204 -152204 63737 65044 39168 24569 24569 100881 173280 -72399 -75272 2873 2902224 0 -75272 299672 1785223 1785223 9000 9000 510000 510000 273373 30376 127667 115330 420284 147936 156435 115913 26996 9507 10077 7412 50926 20880 17569 12477 45835 12452 18489 14894 350 350 26600 26600 21567 21567 12027 4016 4016 3995 12954 3299 4663 4992 21523 6078 10140 5305 31846 9870 13798 8178 10580 846 7618 2116 52552 31876 20676 5926 5926 8158 2855 2937 2366 ANNUITY PAYMENTS 26021 26021 CONTINUING EDUCATION 23134 23134 BAD DEBTS 15000 15000 P2K 8801 8801 -31881 6769 -44837 6187 3366795 2599784 452846 314165 98877 56499 159714 164059 909605 869263 86450 2031 838440 838440 4739 9037 15963 22305 301550 278522 16600 23028 20733295 19187437 3504630 3271632 109380 115175 26477693 24558906 94046 96894 1976331 1903383 47010 30176 7610344 6603681 9727731 8634134 X 11241060 10665380 5508902 5259392 16749962 15924772 26477693 24558906 X -464571 -366414 5795 X X 0 1 X 1 0 X 2700353 2647815 2918806 3422886 2677824 14367684 2700353 2647815 2918806 3422886 2677824 14367684 2199894 12167790 395610 385471 484883 497369 424434 2187767 16555451 395237 0.73500 0.72890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 88 69875 176986 3631013 1 1 70919 70593 326 180764 159788 20976 49867 48141 1726 23028 INTERNATIONAL DEBT SECURITIES 2040000 F US GOVERNMENT AGENCY DEBT SECURITIES 1173588 F ANNUITY 58044 F 3271632 ANNUITY AGREEMENTS AND AGENCY FUNDS HELD 6603681 6603681 X 2750619 -366414 214809 -151605 2902224 0 2902224 3575809 209014 209014 3366795 0 3366795 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, 2012. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 5,795. HAKOL NEWSPAPER EXPENSES 173,280. FUNDRAISING EVENT EXPENSES (NET OF NONCASH CONTRIBUTIONS) 35,734. PART XII, LINE 2D - OTHER ADJUSTMENTS: HAKOL NEWSPAPER 173,280. FUNDRAISING EVENT EXPENSES (NET OF NONCASH CONTRIBUTIONS) 35,734. GOLF TOURNAMENT 86744 65044 21700 5000 3960 25360 528 4320 86744 65044 21700 5000 3960 25360 528 4320 39168 -17468 1 JEWISH COMMUNITY CENTER OF ALLENTOWN 702 N 22ND STREET ALLENTOWN PA 18104 230734200 501(C)(3) 355825 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) 309486 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) 158761 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) 21600 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) 9100 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) 23359 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) 585070 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) 3600 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 DJANAS - 01/21/15 03:22PM INTERVIEW FORM 990I-2 10 0 RESIDENT CAMP SCHOLARSHIPS 10 4000 FMV TEEN EXPERIENCE SCHOLARSHIPS 8 5000 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 189212 0 0 0 5752 0 13244 0 34152 0 242360 0 0 0 SHARI SPARK WIFE OF THE EXECUTIVE DIRECTOR 10920 SHARI IS THE DIRECTOR OF THE HOLOCAUST RESOURCE CENTER. 0 X 14 281986 FMV X VARIOUS GOLF TOURNAMENT GIFT ITEMS 83 3434 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 11 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 5,795. 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 11B, 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 11B, 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 11B, 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 11B, 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 11B, 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 11B, 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 11B, II 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0