2015-02-27T12:04:14-06:00 2014-06-30 232108173 REINSEL KUNTZ LESHER LLP 1330 BROADCASTING ROAD PO BOX 7008 WYOMISSING PA 196106008 990 2013-07-01 236396949 JEWISH FEDERATION OF THE LEHIGH VALLEY JEWI 6108215500 702 NORTH 22ND STREET ALLENTOWN PA 18104 MARK L GOLDSTEIN EXECUTIVE DIRECTOR 6108215500 2015-02-18 1 REBECCA A CLOUSER P01584369 6103761595 2015-02-18 2013 2016-03-07 17:11:31Z MARK L GOLDSTEIN 702 NORTH 22ND STREET ALLENTOWN PA 18104 33602098 0 X WWW.JEWISHLEHIGHVALLEY.ORG X 1948 PA THE JEWISH FEDERATION OF THE LEHIGH VALLEY RAISES FUNDS FOR DISTRIBUTION TO THE JEWISH FEDERATION OF NORTH AMERICA AND OTHER JEWISH AND NON-JEWISH CHARITIES 48 48 17 200 -16001 0 2647815 2918806 0 0 440287 2309915 5196 50164 3093298 5278885 2206702 2514254 0 0 696039 853455 0 0 341933 387053 300666 3289794 3668375 -196496 1610510 23819924 26729502 9062949 10131297 14756975 16598205 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 2850888 2514254 THE JEWISH FEDERATION OF THE LEHIGH VALLEY RAISES FUNDS FOR DISTRIBUTION TO THE JEWISH FEDERATION OF NORTH AMERICA AND OTHER JEWISH AND NON-JEWISH CHARITIES. 2850888 1 1 0 0 0 1 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 1 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 17 1 1 1 0 0 0 0 1 1 0 0 0 0 X 48 48 0 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 BARRY J HALPER 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 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 WENDY BORN IMMEDIATE PAST PRESIDENT 1.00 X 0 0 0 LORI AHDIEH DIRECTOR 1.00 X 0 0 0 MARC BERSON OD DIRECTOR 1.00 X 0 0 0 JEFFREY BLINDER DIRECTOR 1.00 X 0 0 0 LISA BLOCK DIRECTOR 1.00 X 0 0 0 RANCE BLOCK DIRECTOR 1.00 X 0 0 0 DANIEL E COHEN 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 JAY FISHER MD DIRECTOR 1.00 X 0 0 0 STEWART FURMANSKY 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 RABBI ALLEN JUDA DIRECTOR 1.00 X 0 0 0 STUART KRAWITZ 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 ALAN PENN 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 MARK SCOBLIONKO DIRECTOR 1.00 X 0 0 0 PAUL SACHER 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 RYAN TENZER MD DIRECTOR 1.00 X 0 0 0 MICHAEL UFBERG MD DIRECTOR 1.00 X 0 0 0 CANTOR KEVIN WARTELL DIRECTOR 1.00 X 0 0 0 ROBERT J WAX DIRECTOR 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 MARK GOLDSTEIN EXECUTIVE DIRECTOR 40.00 1.60 X 192423 0 21891 192423 0 21891 1 0 1 0 0 2181449 48718 688639 377065 2918806 484883 484883 29947798 28122766 1825032 1825032 1825032 98806 48718 36753 62053 62053 151805 163694 -11889 -16001 4112 5278885 0 -16001 2376080 1926222 1926222 84242 84242 503790 503790 220037 19803 110019 90215 498464 186608 173477 138379 26689 10191 9190 7308 58328 18633 22056 17639 49937 14884 19414 15639 20000 20000 43073 43073 15162 5034 5109 5019 15727 4037 5736 5954 19156 5404 8973 4779 33739 9660 16075 8004 7920 634 5702 1584 64347 38468 25879 5739 5739 5152 1803 1855 1494 BAD DEBTS 41500 41500 ANNUITY PAYMENTS 20083 20083 P2K 18536 18536 CONTINUING EDUCATION 16439 16439 -25907 2939 -33265 4419 3668375 2850888 475554 341933 -17556 300488 86078 203719 938775 837484 8644 5025 568440 712440 8366 6966 23950 24078 287942 267191 21106 20751 20212642 20540763 1890014 3979887 79465 97901 23819924 26729502 91328 50057 1980183 2063858 7679 27668 6983759 7989714 9062949 10131297 X 10462873 11383607 4294102 5214598 14756975 16598205 23819924 26729502 X 1610510 212284 18436 X X 0 1 X 1 0 X 2830965 2915984 2700353 2647815 2918806 14013923 2830965 2915984 2700353 2647815 2918806 14013923 2333676 11680247 322082 356003 395610 385471 484883 1944049 18158 17873 36031 15994003 224546 0.73030 0.73230 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2009 AMOUNT: $ 18,158. 2010 AMOUNT: $ 17,873. 2011 AMOUNT: $ 0. 2012 AMOUNT: $ 0. 2013 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 85 9333 167412 3847757 1 1 70919 70378 541 167661 149811 17850 49362 47002 2360 20751 INTERNATIONAL DEBT SECURITIES 1830000 F US GOVERNMENT AGENCY DEBT SECURITIES 2090842 F ANNUITY 59045 F 3979887 ANNUITY AGREEMENTS AND AGENCY FUNDS HELD 7989714 7989714 X 5706179 212284 215010 427294 5278885 0 5278885 3864949 196574 196574 3668375 0 3668375 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. 0 0 0 0 0 0 0 0 0 0 MIDDLE EAST AND NORTH AFRICA ADVANCEMENT AND SUPPORT OF THE JEWISH COMMUNITY AND EDUCATION 503790 CASH PAYMENT 1 0 0 0 0 0 0 0 GOLF TOURNAMENT 78118 48718 29400 8873 24000 325 3555 78118 48718 29400 8873 24000 325 3555 36753 -7353 1 JEWISH COMMUNITY CENTER OF ALLENTOWN 702 N 22ND STREET ALLENTOWN PA 18104 230734200 501(C)(3) 330970 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) 308584 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) 117059 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) 20000 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) 18574 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) 144283 FMV ADVANCEMENT AND SUPPORT OF JEWISH EDUCATION IN COMMUNITY 7 0 RESIDENT CAMP SCHOLARSHIPS 15 6000 FMV TEEN EXPERIENCE SCHOLARSHIPS 6 6000 FMV JEWISH FAMILY LIFE EDUCATION SYNAGOGUE GRANTS 10 40000 FMV JEWISH EDUCATION SERVICES (FORMERLY PROJECT YACHAD) 10 9000 FMV COMMUNITY SEDERIM PROJECT 455 2000 FMV INSTITUTE FOR JEWISH-CHRISTIAN UNDERSTANDING 800 4500 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 3211 0 13245 0 14369 0 220037 0 0 0 SHARI SPARK WIFE OF THE EXECUTIVE DIRECTOR 10920 SHARI IS THE DIRECTOR OF THE HOLOCAUST RESOURCE CENTER. 0 X 21 373192 FMV X VARIOUS GOLF 83 3873 FMV 0 0 0 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 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 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. 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 JEWISH COMMUNITY CENTER OF ALLENTOWN 702 N 22ND STREET ALLENTOWN PA 18104 230734200 JEWISH EDUCATION PA 501(C)(3) LINE 7 0 JEWISH DAY SCHOOL OF ALLENTOWN 2313 PENNSYLVANIA STREET ALLENTOWN PA 18104 237344525 JEWISH EDUCATION PA 501(C)(3) LINE 7 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 1 1 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 JEWISH COMMUNITY CENTER B 330970 FMV - CASH JEWISH DAY SCHOOL B 308584 FMV - CASH JEWISH COMMUNITY CENTER D 712440 FMV - CASH