JEWISH FEDERATION OF THE LEHIGH VALLEY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FEDERATION OF THE LEHIGH VALLEY (EIN 23-6396949)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-05
- IRS object ID
- 201421259349300742
- Schema version
- 2012v2.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-05T15:21:20-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232108173 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REINSEL KUNTZ LESHER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 BROADCASTING ROAD PO BOX 7008 | AddressLine1 |
| City | WYOMISSING | City |
| State | PA | State |
| ZIP Code | 196106008 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236396949 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FEDERATION OF THE LEHIGH VALLEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JEWI | NameControl |
| Phone | 6108215500 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 702 NORTH 22ND STREET | AddressLine1 |
| City | ALLENTOWN | City |
| State | PA | State |
| ZIP Code | 18104 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK L GOLDSTEIN | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 6108215500 | Phone |
| Date Signed | 2014-04-29 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | REBECCA A CLOUSER | Name |
| PTIN | P01584369 | PTIN |
| Phone | 6103761595 | Phone |
| Date Prepared | 2014-04-29 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARK L GOLDSTEIN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 702 NORTH 22ND STREET | AddressLine1 |
| City | ALLENTOWN | City |
| State | PA | State |
| ZIP Code | 18104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4606156 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.JEWISHLEHIGHVALLEY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1948 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | THE JEWISH FEDERATION OF THE LEHIGH VALLEY RAISES FUNDS FOR DISTRIBUTION TO THE UNITED JEWISH APPEAL AND OTHER JEWISH AND NON-JEWISH CHARITIES | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 45 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 45 | NbrIndependentVotingMembers |
| Total Nbr Employees | 17 | TotalNbrEmployees |
| Total Nbr Volunteers | 200 | TotalNbrVolunteers |
| Total Gross UBI | -37077 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2700353 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2647815 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 436414 | InvestmentIncomePriorYear |
| Investment Income Current Year | 440287 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -53347 | OtherRevenuePriorYear |
| Other Revenue Current Year | 5196 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3083420 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3093298 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2126991 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2206702 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 720549 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 696039 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 1067 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 304755 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 339794 | OtherExpensePriorYear |
| Other Expenses Current Year | 387053 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3188401 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3289794 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -104981 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -196496 | RevenuesLessExpensesCY |
| Total Assets BOY | 21915309 | TotalAssetsBOY |
| Total Assets EOY | 23819924 | TotalAssetsEOY |
| Total Liabilities BOY | 8386159 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 9062949 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 13529150 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 14756975 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2509683 | Expense |
| Grants | 2206702 | Grants |
| Description | THE JEWISH FEDERATION OF THE LEHIGH VALLEY RAISES FUNDS FOR DISTRIBUTION TO THE UNITED JEWISH APPEAL AND OTHER JEWISH AND NON-JEWISH CHARITIES. | Description |
| Total Program Service Expense | 2509683 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 21 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 17 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 45 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 45 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OFFICER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6108215500 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 702 NORTH 22ND STREET | AddressLine1 |
| City | ALLENTOWN | City |
| State | PA | State |
| ZIP Code | 18104 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (46 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per Week RelatedAverageHoursPerWeekRelated |
|---|---|---|---|---|---|---|---|
| BARRY 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 | |
| IRIS EPSTEIN | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| SANDRA GOLDFARB | |||||||
| 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 | ||
| JEFFREY BLINDER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LISA BLOCK | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LAWRENCE CENTER | |||||||
| 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 | ||
| BARNET FRAENKEL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| STEWART FURMANSKY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JEFFREY GEVIRTZ | |||||||
| 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 | ||
| 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 MOSHE RE'EM | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JUDITH RODWIN | |||||||
| 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 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 | X | 193935 | 0 | 26694 | 40.80 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 193935 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 26694 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 2216343 | FederatedCampaigns |
| Fundraising Events | 62820 | FundraisingEvents |
| All Other Contributions | 368652 | AllOtherContributions |
| Noncash Contributions | 209062 | NoncashContributions |
| Total Contributions | 2647815 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 385471 | TotalRevenueColumn |
| Exclusion | $385,471 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1354722 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1299906 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 54816 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 54816 | TotalRevenueColumn |
| Exclusion | $54,816 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 88000 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 62820 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 48725 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 39275 | TotalRevenueColumn |
| Exclusion | $39,275 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 130148 | GrossSalesOfInventory |
| Cost Of Goods Sold | 164227 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -34079 | TotalRevenueColumn |
| Unrelated Business Revenue | -37077 | UnrelatedBusinessRevenue |
| Exclusion | $2,998 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3093298 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -37077 | UnrelatedBusinessRevenue |
| Exclusion | $482,560 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2140202 | Total |
| Program Services | 2140202 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66500 | Total |
| Program Services | 66500 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 235295 | Total |
| Program Services | 21177 | ProgramServices |
| Management And General | 117648 | ManagementAndGeneral |
| Fundraising | 96470 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 361854 | Total |
| Program Services | 140602 | ProgramServices |
| Management And General | 123324 | ManagementAndGeneral |
| Fundraising | 97928 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23410 | Total |
| Program Services | 9170 | ProgramServices |
| Management And General | 7942 | ManagementAndGeneral |
| Fundraising | 6298 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32838 | Total |
| Program Services | 11743 | ProgramServices |
| Management And General | 11785 | ManagementAndGeneral |
| Fundraising | 9310 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42642 | Total |
| Program Services | 12331 | ProgramServices |
| Management And General | 16788 | ManagementAndGeneral |
| Fundraising | 13523 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24790 | Total |
| Management And General | 24790 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54556 | Total |
| Management And General | 54556 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9754 | Total |
| Program Services | 3260 | ProgramServices |
| Management And General | 3310 | ManagementAndGeneral |
| Fundraising | 3184 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13621 | Total |
| Program Services | 4078 | ProgramServices |
| Management And General | 4616 | ManagementAndGeneral |
| Fundraising | 4927 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13354 | Total |
| Program Services | 4522 | ProgramServices |
| Management And General | 6096 | ManagementAndGeneral |
| Fundraising | 2736 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32111 | Total |
| Program Services | 9660 | ProgramServices |
| Management And General | 14447 | ManagementAndGeneral |
| Fundraising | 8004 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8082 | Total |
| Program Services | 647 | ProgramServices |
| Management And General | 5819 | ManagementAndGeneral |
| Fundraising | 1616 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83725 | Total |
| Program Services | 50234 | ProgramServices |
| Management And General | 33491 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6347 | Total |
| Management And General | 6347 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3433 | Total |
| Program Services | 1202 | ProgramServices |
| Management And General | 1236 | ManagementAndGeneral |
| Fundraising | 995 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|---|
| BAD DEBTS | 50000 | 50000 | ||
| ANNUITY PAYMENTS | 47839 | 47839 | ||
| P2K | 23604 | 23604 | ||
| CONTINUING EDUCATION | 11444 | 11444 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4393 | Total |
| Program Services | 10751 | ProgramServices |
| Management And General | -16122 | ManagementAndGeneral |
| Fundraising | 9764 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3289794 | Total |
| Program Services | 2509683 | ProgramServices |
| Management And General | 475356 | ManagementAndGeneral |
| Fundraising | 304755 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 141963 | BOY |
| EOY | -17556 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 123025 | BOY |
| EOY | 86078 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 967287 | BOY |
| EOY | 938775 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11148 | BOY |
| EOY | 8644 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 348665 | BOY |
| EOY | 568440 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7946 | BOY |
| EOY | 8366 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15937 | BOY |
| EOY | 23950 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 282559 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 261453 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26774 | BOY |
| EOY | 21106 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18363786 | BOY |
| EOY | 20212642 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1833897 | BOY |
| EOY | 1890014 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74881 | BOY |
| EOY | 79465 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21915309 | BOY |
| EOY | 23819924 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20799 | BOY |
| EOY | 91328 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1972292 | BOY |
| EOY | 1980183 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10039 | BOY |
| EOY | 7679 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6383029 | BOY |
| EOY | 6983759 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8386159 | BOY |
| EOY | 9062949 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9642891 | BOY |
| EOY | 10462873 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3886259 | BOY |
| EOY | 4294102 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13529150 | BOY |
| EOY | 14756975 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21915309 | BOY |
| EOY | 23819924 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -196496 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1418600 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 5721 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3014568 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2830965 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2915984 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2700353 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2647815 | CurrentTaxYear |
| Total | 14109685 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3014568 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2830965 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2915984 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2700353 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2647815 | CurrentTaxYear |
| Total | 14109685 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 2317168 | AmountsSubstContributorsTotal |
| Public Support Total170 | 11792517 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 480996 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 322082 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 356003 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 395610 | CurrentTaxYearMinus1Year |
| Current Tax Year | 385471 | CurrentTaxYear |
| Total | 1940162 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16504 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18158 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17873 | CurrentTaxYearMinus2Years |
| Total | 52535 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 16102382 | TotalSupport |
| Gross Receipts From Admissions Etc | 125740 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.73230 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.74580 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2008 AMOUNT: $ 16,504. 2009 AMOUNT: $ 18,158. 2010 AMOUNT: $ 17,873. 2011 AMOUNT: $ 0. 2012 AMOUNT: $ 0. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 86 | NumberDAFsHeld |
| Donor Advised Contributions | 14821 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 160969 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 3827138 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 70919 | OtherCostOrOtherBasis |
| Depreciation | 70269 | Depreciation |
| Book Value | 650 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 162278 | OtherCostOrOtherBasis |
| Depreciation | 144725 | Depreciation |
| Book Value | 17553 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 49362 | OtherCostOrOtherBasis |
| Depreciation | 46459 | Depreciation |
| Book Value | 2903 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 21106 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| INTERNATIONAL DEBT SECURITIES | 1830000 | F |
| US GOVERNMENT AGENCY DEBT SECURITIES | 502 | F |
| ANNUITY | 59512 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1890014 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUITY AGREEMENTS AND AGENCY FUNDS HELD | Description |
| Amount | $6,983,759 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 6983759 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 4725571 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1418600 | NetUnrealizedGainsInvestments |
| Other Revenues | 213673 | OtherRevenues |
| Revenue Not Rptd F990 | 1632273 | RevenueNotRptdF990 |
| Revenue Subtotal | 3093298 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3093298 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3497746 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 207952 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 207952 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3289794 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3289794 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | 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, 2009. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 5,721. HAKOL NEWSPAPER EXPENSES 162,864. SALE OF INVENTORY EXPENSES 1,363. FUNDRAISING EVENT EXPENSES (NET OF NONCASH CONTRIBUTIONS) 43,725. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | HAKOL NEWSPAPER 162,864. SALE OF INVENTORY EXPENSES 1,363. FUNDRAISING EVENT EXPENSES (NET OF NONCASH CONTRIBUTIONS) 43,725. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 150820 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 62820 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 88000 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 12218 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 30000 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 625 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 5882 | EntertainmentEvent1 |
| Gross Receipts Total | 150820 | GrossReceiptsTotal |
| Charitable Contributions Total | 62820 | CharitableContributionsTotal |
| Gross Revenue Total Events | 88000 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 12218 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 30000 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 625 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 5882 | EntertainmentTotalEvents |
| Direct Expense Summary Events | 48725 | DirectExpenseSummaryEvents |
| Net Income Summary | 39275 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| JEWISH COMMUNITY CENTER OF ALLENTOWN | ||||||||
| 702 N 22ND STREET | ALLENTOWN | PA | 18104 | 230734200 | 501(C)(3) | 376892 | 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) | 401329 | 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) | 90330 | 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) | 9500 | 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) | 23455 | 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) | 517367 | FMV | ADVANCEMENT AND SUPPORT OF JEWISH EDUCATION IN COMMUNITY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 7 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (5 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation |
|---|---|---|---|
| RESIDENT CAMP SCHOLARSHIPS | 15 | 7500 | FMV |
| TEEN EXPERIENCE SCHOLARSHIPS | 12 | 6000 | FMV |
| JEWISH FAMILY LIFE EDUCATION SYNAGOGUE GRANTS | 10 | 41000 | FMV |
| PROJECT YACHAD | 90 | 10000 | FMV |
| COMMUNITY SEDERIM PROJECT | 434 | 2000 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARK GOLDSTEIN | NamePerson |
| Title | EXECUTIVE DIRECTOR | Title |
| Base Compensation Filing Org | 187286 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 6649 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 13110 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 19467 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 226512 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SHARI SPARK | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | WIFE OF THE EXECUTIVE DIRECTOR | Relationship |
| Amount Of Transaction | 10920 | AmountOfTransaction |
| Description Of Transaction | SHARI IS THE DIRECTOR OF THE HOLOCAUST RESOURCE CENTER. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 14 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 204062 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | VARIOUS GOLF TOURNAMENT GIFT ITEMS | Description |
| Number Of Contributions | 126 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 5000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DID THE ORGANIZATION COMPLY WITH BACKUP WITHHOLDING RULES | 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, WHISLEBLOWER 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. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 9: | CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE 5,721. |
| AUDIT OVERSIGHT COMMITTEE | FORM 990, PART XI, LINE 2C | 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
Form990 Schedule R Part II Form990ScheduleRPartII (8 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| JEWISH COMMUNITY CENTER | ||
| B | 376892 | FMV - CASH |
| JEWISH DAY SCHOOL | ||
| B | 401329 | FMV - CASH |
| JEWISH COMMUNITY CENTER | ||
| D | 568440 | FMV - CASH |
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