JEWISH FEDERATION OF THE LEHIGH VALLEY: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
JEWISH FEDERATION OF THE LEHIGH VALLEY (EIN 23-6396949)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-02-27
IRS object ID
201520589349300217
Schema version
2013v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-02-27T12:04:14-06:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232108173PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REINSEL KUNTZ LESHER LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11330 BROADCASTING ROAD PO BOX 7008AddressLine1
CityWYOMISSINGCity
StatePAState
ZIP Code196106008ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN236396949EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEWISH FEDERATION OF THE LEHIGH VALLEYBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone6108215500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1702 NORTH 22ND STREETAddressLine1
CityALLENTOWNCity
StatePAState
ZIP Code18104ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK L GOLDSTEINPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone6108215500PhoneNum
Signature2015-02-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonREBECCA A CLOUSERPreparerPersonNm
PTINP01584369PTIN
Phone6103761595PhoneNum
Preparation2015-02-18PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMARK L GOLDSTEINPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1702 NORTH 22ND STREETAddressLine1
CityALLENTOWNCity
StatePAState
ZIP Code18104ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$33,602,098GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JEWISHLEHIGHVALLEY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1948FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTHE JEWISH FEDERATION OF THE LEHIGH VALLEY RAISES FUNDS FOR DISTRIBUTION TO THE JEWISH FEDERATION OF NORTH AMERICA AND OTHER JEWISH AND NON-JEWISH CHARITIESActivityOrMissionDesc
Voting Members Governing Body48VotingMembersGoverningBodyCnt
Voting Members Independent48VotingMembersIndependentCnt
Total Employee17TotalEmployeeCnt
Total Volunteers200TotalVolunteersCnt
Total Gross UBI-$16,001TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,647,815PYContributionsGrantsAmt
CY Contributions Grants$2,918,806CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$440,287PYInvestmentIncomeAmt
CY Investment Income$2,309,915CYInvestmentIncomeAmt
PY Other Revenue$5,196PYOtherRevenueAmt
CY Other Revenue$50,164CYOtherRevenueAmt
PY Total Revenue$3,093,298PYTotalRevenueAmt
CY Total Revenue$5,278,885CYTotalRevenueAmt
PY Grants And Similar Paid$2,206,702PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,514,254CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$696,039PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$853,455CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$341,933CYTotalFundraisingExpenseAmt
PY Other Expenses$387,053PYOtherExpensesAmt
CY Other Expenses$300,666CYOtherExpensesAmt
PY Total Expenses$3,289,794PYTotalExpensesAmt
CY Total Expenses$3,668,375CYTotalExpensesAmt
PY Revenues Less Expenses-$196,496PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,610,510CYRevenuesLessExpensesAmt
Total Assets BOY$23,819,924TotalAssetsBOYAmt
Total Assets EOY$26,729,502TotalAssetsEOYAmt
Total Liabilities BOY$9,062,949TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,131,297TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$14,756,975NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$16,598,205NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionIN 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,850,888ExpenseAmt
Grant$2,514,254GrantAmt
DescTHE JEWISH FEDERATION OF THE LEHIGH VALLEY RAISES FUNDS FOR DISTRIBUTION TO THE JEWISH FEDERATION OF NORTH AMERICA AND OTHER JEWISH AND NON-JEWISH CHARITIES.Desc
Total Program Service Expenses$2,850,888TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org MemYes (1)BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document15IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee17EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members48GoverningBodyVotingMembersCnt
Independent Voting Member48IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OFFICERBusinessNameLine1
FieldValueIRS element (for citing)
Phone6108215500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1702 NORTH 22ND STREETAddressLine1
CityALLENTOWNCity
StatePAState
ZIP Code18104ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (49 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
BARRY J HALPER
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
KAREN COOPER
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
CAROL BUB FROMER MD
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
NAN RONIS
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
NICOLE ROSENTHAL DO
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
ROBERT WILSON DO
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
SANDRA GOLDFARB
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
LAWRENCE CENTER
SECRETARY1.00Yes (X)Yes (X)$0$0$0
IRIS EPSTEIN
TREASURER1.00Yes (X)Yes (X)$0$0$0
WENDY BORN
IMMEDIATE PAST PRESIDENT1.00Yes (X)$0$0$0
LORI AHDIEH
DIRECTOR1.00Yes (X)$0$0$0
MARC BERSON OD
DIRECTOR1.00Yes (X)$0$0$0
JEFFREY BLINDER
DIRECTOR1.00Yes (X)$0$0$0
LISA BLOCK
DIRECTOR1.00Yes (X)$0$0$0
RANCE BLOCK
DIRECTOR1.00Yes (X)$0$0$0
DANIEL E COHEN
DIRECTOR1.00Yes (X)$0$0$0
RABBI MELODY DAVIS
DIRECTOR1.00Yes (X)$0$0$0
LISA ELLIS PHD
DIRECTOR1.00Yes (X)$0$0$0
JAY FISHER MD
DIRECTOR1.00Yes (X)$0$0$0
STEWART FURMANSKY
DIRECTOR1.00Yes (X)$0$0$0
VICKI GLASER
DIRECTOR1.00Yes (X)$0$0$0
ROBERT J GREY
DIRECTOR1.00Yes (X)$0$0$0
BENNETT GROSSMAN
DIRECTOR1.00Yes (X)$0$0$0
RABBI YAACOV HALPERIN
DIRECTOR1.00Yes (X)$0$0$0
ROBERT HAMMEL
DIRECTOR1.00Yes (X)$0$0$0
ELLEN HOF
DIRECTOR1.00Yes (X)$0$0$0
RABBI ALLEN JUDA
DIRECTOR1.00Yes (X)$0$0$0
STUART KRAWITZ
DIRECTOR1.00Yes (X)$0$0$0
HARTLEY LACHTER PHD
DIRECTOR1.00Yes (X)$0$0$0
EVA LEVITT
DIRECTOR1.00Yes (X)$0$0$0
JAY LIPSHUTZ DO
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL MILLER
DIRECTOR1.00Yes (X)$0$0$0
ALAN PENN
DIRECTOR1.00Yes (X)$0$0$0
RABBI SETH PHILLIPS
DIRECTOR1.00Yes (X)$0$0$0
RABBI MOSHE RE'EM
DIRECTOR1.00Yes (X)$0$0$0
JUDITH RODWIN
DIRECTOR1.00Yes (X)$0$0$0
MARK SCOBLIONKO
DIRECTOR1.00Yes (X)$0$0$0
PAUL SACHER
DIRECTOR1.00Yes (X)$0$0$0
RABBI DANIEL STEIN
DIRECTOR1.00Yes (X)$0$0$0
CANTOR ELLEN SUSSMAN
DIRECTOR1.00Yes (X)$0$0$0
FRANK TAMARKIN MD
DIRECTOR1.00Yes (X)$0$0$0
RYAN TENZER MD
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL UFBERG MD
DIRECTOR1.00Yes (X)$0$0$0
CANTOR KEVIN WARTELL
DIRECTOR1.00Yes (X)$0$0$0
ROBERT J WAX
DIRECTOR1.00Yes (X)$0$0$0
SUSAN WILD
DIRECTOR1.00Yes (X)$0$0$0
RABBI DAVID WILENSKY
DIRECTOR1.00Yes (X)$0$0$0
ILENE WOOD
DIRECTOR1.00Yes (X)$0$0$0
MARK GOLDSTEIN
EXECUTIVE DIRECTOR40.00Yes (X)$192,423$0$21,8911.60
FieldValueIRS element (for citing)
Total Reportable Comp From Org$192,423TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$21,891TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Federated Campaigns$2,181,449FederatedCampaignsAmt
Fundraising$48,718FundraisingAmt
All Other Contributions$688,639AllOtherContributionsAmt
Noncash Contributions$377,065NoncashContributionsAmt
Total Contributions$2,918,806TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$484,883TotalRevenueColumnAmt
Exclusion$484,883ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$29,947,798SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$28,122,766SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,825,032SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,825,032TotalRevenueColumnAmt
Exclusion$1,825,032ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$98,806FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$48,718ContriRptFundraisingEventAmt
Fundraising Direct Expenses$36,753FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$62,053TotalRevenueColumnAmt
Exclusion$62,053ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$151,805GrossSalesOfInventoryAmt
Cost Of Goods Sold$163,694CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$11,889TotalRevenueColumnAmt
Unrelated Business Revenue-$16,001UnrelatedBusinessRevenueAmt
Exclusion$4,112ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,278,885TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$16,001UnrelatedBusinessRevenueAmt
Exclusion$2,376,080ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,926,222TotalAmt
Program Services$1,926,222ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$84,242TotalAmt
Program Services$84,242ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$503,790TotalAmt
Program Services$503,790ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$220,037TotalAmt
Program Services$19,803ProgramServicesAmt
Management And General$110,019ManagementAndGeneralAmt
Fundraising$90,215FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$498,464TotalAmt
Program Services$186,608ProgramServicesAmt
Management And General$173,477ManagementAndGeneralAmt
Fundraising$138,379FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$26,689TotalAmt
Program Services$10,191ProgramServicesAmt
Management And General$9,190ManagementAndGeneralAmt
Fundraising$7,308FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$58,328TotalAmt
Program Services$18,633ProgramServicesAmt
Management And General$22,056ManagementAndGeneralAmt
Fundraising$17,639FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$49,937TotalAmt
Program Services$14,884ProgramServicesAmt
Management And General$19,414ManagementAndGeneralAmt
Fundraising$15,639FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$20,000TotalAmt
Management And General$20,000ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$43,073TotalAmt
Management And General$43,073ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$15,162TotalAmt
Program Services$5,034ProgramServicesAmt
Management And General$5,109ManagementAndGeneralAmt
Fundraising$5,019FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$15,727TotalAmt
Program Services$4,037ProgramServicesAmt
Management And General$5,736ManagementAndGeneralAmt
Fundraising$5,954FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$19,156TotalAmt
Program Services$5,404ProgramServicesAmt
Management And General$8,973ManagementAndGeneralAmt
Fundraising$4,779FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$33,739TotalAmt
Program Services$9,660ProgramServicesAmt
Management And General$16,075ManagementAndGeneralAmt
Fundraising$8,004FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$7,920TotalAmt
Program Services$634ProgramServicesAmt
Management And General$5,702ManagementAndGeneralAmt
Fundraising$1,584FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$64,347TotalAmt
Program Services$38,468ProgramServicesAmt
Management And General$25,879ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$5,739TotalAmt
Management And General$5,739ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,152TotalAmt
Program Services$1,803ProgramServicesAmt
Management And General$1,855ManagementAndGeneralAmt
Fundraising$1,494FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmtProgram ServicesProgramServicesAmt
BAD DEBTS$41,500$41,500
ANNUITY PAYMENTS$20,083$20,083
P2K$18,536$18,536
CONTINUING EDUCATION$16,439$16,439

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total-$25,907TotalAmt
Program Services$2,939ProgramServicesAmt
Management And General-$33,265ManagementAndGeneralAmt
Fundraising$4,419FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,668,375TotalAmt
Program Services$2,850,888ProgramServicesAmt
Management And General$475,554ManagementAndGeneralAmt
Fundraising$341,933FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY-$17,556BOYAmt
EOY$300,488EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$86,078BOYAmt
EOY$203,719EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$938,775BOYAmt
EOY$837,484EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$8,644BOYAmt
EOY$5,025EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$568,440BOYAmt
EOY$712,440EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$8,366BOYAmt
EOY$6,966EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$23,950BOYAmt
EOY$24,078EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$287,942LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$267,191LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$21,106BOYAmt
EOY$20,751EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$20,212,642BOYAmt
EOY$20,540,763EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,890,014BOYAmt
EOY$3,979,887EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$79,465BOYAmt
EOY$97,901EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$23,819,924BOYAmt
EOY$26,729,502EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$91,328BOYAmt
EOY$50,057EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$1,980,183BOYAmt
EOY$2,063,858EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$7,679BOYAmt
EOY$27,668EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,983,759BOYAmt
EOY$7,989,714EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$9,062,949BOYAmt
EOY$10,131,297EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,462,873BOYAmt
EOY$11,383,607EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,294,102BOYAmt
EOY$5,214,598EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,756,975BOYAmt
EOY$16,598,205EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$23,819,924BOYAmt
EOY$26,729,502EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$1,610,510ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$212,284NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$18,436OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,830,965CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,915,984CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,700,353CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,647,815CurrentTaxYearMinus1YearAmt
Current Tax Year$2,918,806CurrentTaxYearAmt
Total$14,013,923TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,830,965CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,915,984CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,700,353CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,647,815CurrentTaxYearMinus1YearAmt
Current Tax Year$2,918,806CurrentTaxYearAmt
Total$14,013,923TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,333,676SubstantialContributorsTotAmt
Public Support Total170$11,680,247PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$322,082CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$356,003CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$395,610CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$385,471CurrentTaxYearMinus1YearAmt
Current Tax Year$484,883CurrentTaxYearAmt
Total$1,944,049TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18,158CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,873CurrentTaxYearMinus3YearsAmt
Total$36,031TotalAmt
FieldValueIRS element (for citing)
Total Support$15,994,003TotalSupportAmt
Gross Receipts Rltd Activities$224,546GrossReceiptsRltdActivitiesAmt
Public Support CY1700.73030PublicSupportCY170Pct
Public Support PY1700.73230PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part IV Form990ScheduleAPartIVGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationMISCELLANEOUS INCOME - 2009 AMOUNT: $ 18,158. 2010 AMOUNT: $ 17,873. 2011 AMOUNT: $ 0. 2012 AMOUNT: $ 0. 2013 AMOUNT: $ 0.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held85DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$9,333DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$167,412DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$3,847,757DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$70,919OtherCostOrOtherBasisAmt
Depreciation$70,378DepreciationAmt
Book Value$541BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$167,661OtherCostOrOtherBasisAmt
Depreciation$149,811DepreciationAmt
Book Value$17,850BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$49,362OtherCostOrOtherBasisAmt
Depreciation$47,002DepreciationAmt
Book Value$2,360BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$20,751TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
INTERNATIONAL DEBT SECURITIES$1,830,000F
US GOVERNMENT AGENCY DEBT SECURITIES$2,090,842F
ANNUITY$59,045F
FieldValueIRS element (for citing)
Total Book Value Securities$3,979,887TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescANNUITY AGREEMENTS AND AGENCY FUNDS HELDDesc
Amt$7,989,714Amt
FieldValueIRS element (for citing)
Total Liability$7,989,714TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$5,706,179TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$212,284NetUnrealizedGainsInvstAmt
Other Revenue$215,010OtherRevenueAmt
Revenue Not Reported$427,294RevenueNotReportedAmt
Revenue Subtotal$5,278,885RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$5,278,885TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,864,949TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$196,574OtherExpensesIncludedAmt
Expenses Not Reported$196,574ExpensesNotReportedAmt
Expenses Subtotal$3,668,375ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,668,375TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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, 2010.
PART XI, LINE 2D - OTHER ADJUSTMENTS:CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 18,436. HAKOL NEWSPAPER EXPENSES 163,694. FUNDRAISING EVENT EXPENSES (NET OF NONCASH CONTRIBUTIONS) 32,880.
PART XII, LINE 2D - OTHER ADJUSTMENTS:HAKOL NEWSPAPER 163,694. FUNDRAISING EVENT EXPENSES (NET OF NONCASH CONTRIBUTIONS) 32,880.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$0SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$0TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionMIDDLE EAST AND NORTH AFRICARegionTxt
Purpose Of GrantADVANCEMENT AND SUPPORT OF THE JEWISH COMMUNITY AND EDUCATIONPurposeOfGrantTxt
Cash Grant$503,790CashGrantAmt
Manner Of Cash DisbursementCASH PAYMENTMannerOfCashDisbursementTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1GOLF TOURNAMENTNameOfEvent1Amt
Gross Receipts Event1$78,118GrossReceiptsEvent1Amt
Charitable Contri Event1$48,718CharitableContriEvent1Amt
Gross Revenue Event1$29,400GrossRevenueEvent1Amt
Non Cash Prizes Event1$8,873NonCashPrizesEvent1Amt
Rent Facility Costs Event1$24,000RentFacilityCostsEvent1Amt
Food And Beverage Event1$325FoodAndBeverageEvent1Amt
Entertainment Event1$3,555EntertainmentEvent1Amt
Gross Receipts Total$78,118GrossReceiptsTotalAmt
Charitable Contributions Tot$48,718CharitableContributionsTotAmt
Gross Revenue Total Events$29,400GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$8,873NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$24,000RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$325FoodAndBeverageTotalEventsAmt
Entertainment Total Events$3,555EntertainmentTotalEventsAmt
Direct Expense Summary Events$36,753DirectExpenseSummaryEventsAmt
Net Income Summary-$7,353NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (7 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescPurpose Of GrantPurposeOfGrantTxt
JEWISH COMMUNITY CENTER OF ALLENTOWN
702 N 22ND STREETALLENTOWNPA18104230734200501(C)(3)$330,970FMVADVANCEMENT AND SUPPORT OF JEWISH EDUCATION IN COMMUNITY
JEWISH DAY SCHOOL OF ALLENTOWN PA
2313 PENNSYLVANIA STREETALLENTOWNPA18104237344525501(C)(3)$308,584FMVADVANCEMENT AND SUPPORT OF JEWISH EDUCATION IN COMMUNITY
JEWISH FAMILY SERVICES OF THE LEHIGH VALLEY
2004 ALLEN STREETALLENTOWNPA18104232301360501(C)(3)$117,059FMVSUPPORT OF JEWISH SENIOR AND SOCIAL ACTIVITIES IN COMMUNITY
BETHLEHEM JEWISH COMMUNITY GRANT CONGREGATION BRITH SHOLOM
1190 W MACADA ROADBETHLEHEMPA18017240795950501(C)(3)$20,000FMVADVANCEMENT AND SUPPORT OF JEWISH EDUCATION IN COMMUNITY
JEWISH STUDENT ADVISORY COUNCIL OF BETHLEHEM PA
214-16 SUMMIT STREETBETHLEHEMPA180152933232180442501(C)(3)$9,100FMVADVANCEMENT AND SUPPORT OF JEWISH EDUCATION IN COMMUNITY
MUHLENBERG COLLEGE HILLEL SOCIETY CO MUHLENBERG COLLEGE
2400 CHEW STREETALLENTOWNPA18104231352664501(C)(3)$18,574FMVADVANCEMENT AND SUPPORT OF JEWISH EDUCATION IN COMMUNITY
JEWISH FEDERATION OF NORTH AMERICA
25 BROADWAY SUITE 1700NEW YORKNY100041010131624240501(C)(3)$144,283FMVADVANCEMENT AND SUPPORT OF JEWISH EDUCATION IN COMMUNITY
FieldValueIRS element (for citing)
Total501c3 Org7Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDesc
RESIDENT CAMP SCHOLARSHIPS15$6,000FMV
TEEN EXPERIENCE SCHOLARSHIPS6$6,000FMV
JEWISH FAMILY LIFE EDUCATION SYNAGOGUE GRANTS10$40,000FMV
JEWISH EDUCATION SERVICES (FORMERLY PROJECT YACHAD)10$9,000FMV
COMMUNITY SEDERIM PROJECT455$2,000FMV
INSTITUTE FOR JEWISH-CHRISTIAN UNDERSTANDING800$4,500FMV

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMARK GOLDSTEINPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$189,212BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$3,211OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$13,245DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$14,369NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$220,037TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

FieldValueIRS element (for citing)
PersonSHARI SPARKPersonNm
FieldValueIRS element (for citing)
Relationship DescriptionWIFE OF THE EXECUTIVE DIRECTORRelationshipDescriptionTxt
Transaction$10,920TransactionAmt
TransactionSHARI IS THE DIRECTOR OF THE HOLOCAUST RESOURCE CENTER.TransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution21ContributionCnt
Noncash Contributions Rpt F990$373,192NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescVARIOUS GOLFDesc
Contribution83ContributionCnt
Noncash Contributions Rpt F990$3,873NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 B, LINE 11THE EXECUTIVE COMMITTEE AND EXECUTIVE DIRECTOR REVIEW AND APPROVE THE FORM 990.
FORM 990, PART VI, SECTION B, LINE 12CA 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 15PERSONNEL 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 19ALL 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 18,436.
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.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (9 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtControlled OrganizationControlledOrganizationInd
FISCHMANN-BERMAN FAMILY FUND
702 N 22ND STREETALLENTOWNPA18104232823685SUPPORTING FUND OF JEWISH FEDERATION OF THE LEHIGH VALLEYPA501(C)(3)LINE 11B, II0
GOLDMAN FAMILY FOUNDATION
702 N 22ND STREETALLENTOWNPA18104201465976SUPPORTING FUND OF JEWISH FEDERATION OF THE LEHIGH VALLEYPA501(C)(3)LINE 11B, II0
ALVIN AND ROSALIND MISHKIN FOUNDATION
702 N 22ND STREETALLENTOWNPA18104232867287SUPPORTING FUND OF JEWISH FEDERATION OF THE LEHIGH VALLEYPA501(C)(3)LINE 11B, II0
SYLVIA AND HERB ROSEN FOUNDATION
702 N 22ND STREETALLENTOWNPA18104232869370SUPPORTING FUND OF JEWISH FEDERATION OF THE LEHIGH VALLEYPA501(C)(3)LINE 11B, II0
WAX FAMILY FUND
702 N 22ND STREETALLENTOWNPA18104232506745SUPPORTING FUND OF JEWISH FEDERATION OF THE LEHIGH VALLEYPA501(C)(3)LINE 11B, II0
JEWISH COMMUNITY CENTER OF ALLENTOWN
702 N 22ND STREETALLENTOWNPA18104230734200JEWISH EDUCATIONPA501(C)(3)LINE 70
JEWISH DAY SCHOOL OF ALLENTOWN
2313 PENNSYLVANIA STREETALLENTOWNPA18104237344525JEWISH EDUCATIONPA501(C)(3)LINE 70
LEHIGH VALLEY JEWISH FOUNDATION JEWISH DAY SCHOOL FUND
702 N 22ND STREETALLENTOWNPA18104232737520JEWISH EDUCATIONPA501(C)(3)LINE 11B, II0
LEONARD AND ENID ABRAMS FAMILY FOUNDATION
702 N 22ND STREETALLENTOWNPA18104273306073SUPPORTING FUND OF JEWISH FEDERATION OF THE LEHIGH VALLEYPA501(C)(3)LINE 11B, II0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
JEWISH COMMUNITY CENTER
B$330,970FMV - CASH
JEWISH DAY SCHOOL
B$308,584FMV - CASH
JEWISH COMMUNITY CENTER
D$712,440FMV - CASH

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