JEWISH FAMILY SERVICE OF THE LEHIGH VALLEY: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FAMILY SERVICE OF THE LEHIGH VALLEY (EIN 23-2301360)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201313199349303836
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T10:50:33-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232620120 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONCANNON MILLER & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1525 VALLEY CENTER PARKWAY SUITE | AddressLine1 |
| Address Line2 | 300 | AddressLine2 |
| City | BETHLEHEM | City |
| State | PA | State |
| ZIP Code | 180172285 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232301360 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FAMILY SERVICE OF THE LEHIGH VALLEY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JEWI | NameControl |
| Phone | 6108218722 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2004 ALLEN STREET | AddressLine1 |
| City | ALLENTOWN | City |
| State | PA | State |
| ZIP Code | 18104 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEBBIE ZOLLER | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 6108218722 | Phone |
| Date Signed | 2013-11-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT A OSTER CPA | Name |
| PTIN | P00340881 | PTIN |
| Phone | 6104335501 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MICHAEL WEINSTOCK | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2004 ALLEN STREET | AddressLine1 |
| City | ALLENTOWN | City |
| State | PA | State |
| ZIP Code | 18104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 607932 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.JEWISHFAMILYSERVICE-LV.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | TO HELP MEET THE NEEDS OF PEOPLE IN ALL WALKS OF LIFE WHO ARE TRYING TO COPE WITH LIFE STRESS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 10 | TotalNbrEmployees |
| Total Nbr Volunteers | 39 | TotalNbrVolunteers |
| Total Gross UBI | 15650 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 294 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 384369 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 378709 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 22005 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 19709 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 58178 | InvestmentIncomePriorYear |
| Investment Income Current Year | 40390 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2891 | OtherRevenuePriorYear |
| Other Revenue Current Year | 17517 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 467443 | TotalRevenuePriorYear |
| Total Revenue Current Year | 456325 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 348794 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 309958 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 23826 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 127732 | OtherExpensePriorYear |
| Other Expenses Current Year | 129829 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 476526 | TotalExpensesPriorYear |
| Total Expenses Current Year | 439787 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -9083 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 16538 | RevenuesLessExpensesCY |
| Total Assets BOY | 1815686 | TotalAssetsBOY |
| Total Assets EOY | 1932928 | TotalAssetsEOY |
| Total Liabilities BOY | 23130 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 14682 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1792556 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1918246 | NetAssetsOrFundBalancesEOY |
| Mission Description | IN ACCORDANCE WITH JEWISH ETHICS, BELIEFS, AND PRACTICES, JEWISH FAMILY SERVICE OF THE LEHIGH VALLEY HELPS INDIVIDUALS AND FAMILIES TO LIVE HEALTHIER AND MORE STABLE LIVES BY PROVIDING SOCIAL SERVICES, PROFESSIONAL COUNSELING, EDUCATION, AND COMMUNITY PROGRAMS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 280986 | Expense |
| Revenue | 19709 | Revenue |
| Description | PROVIDES CASE MANAGEMENT, PREVENTION AND EDUCATION, COUNSELING, REFERRAL SERVICES AND ECONOMIC AID TO THE JEWISH COMMUNITY IN THE LEHIGH VALLEY | Description |
| Total Program Service Expense | 280986 | 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 | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | 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 | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | 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 | 0 | 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 |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 10 | 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 | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | 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 | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH GREENE TREASURER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6108218722 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2004 ALLEN ST | AddressLine1 |
| City | ALLENTOWN | City |
| State | PA | State |
| ZIP Code | 18104 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| PHYLLIS RINGEL PHD | ||||||
| PAST EXECUTIVE DIRECTOR | 37.50 | X | X | 44158 | 0 | 4432 |
| MICHAEL WEINSTOCK MD | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| KENNETH D GREENE | ||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 |
| BARBARA HOFFMAN | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| HOWARD SHERER | ||||||
| ASSISTANT TREASURER | 1.00 | X | 0 | 0 | 0 | |
| LESLIE WEINSTOCK | ||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | |
| PHYLLIS PERKIN | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| TAMA LEE BARSKY | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| PATTY GLASCOM | ||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| JAMES WIMMER | ||||||
| VP- CO-CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| DAVID EISKOWITZ | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BETH KOZINN | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ZACHARY COHEN | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BECKY GOLDENBERG | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| SUSAN BERMAN | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RABBI ALLEN JUDA | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RABBI YAACOV HAPLERIN | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| SHAY SHIMON | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RICHARD WILLIAM BERGSTEIN | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RABBI DANIEL STEIN | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CARAH TENZER | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| WENDY BORN | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DEBBIE ZOLLER | ||||||
| EXECUTIVE DIRECTOR | 37.50 | X | 1577 | 0 | 1246 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 45735 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 5678 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 378709 | AllOtherContributions |
| Noncash Contributions | 33945 | NoncashContributions |
| Total Contributions | 378709 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEDICARE, MEDIGAP AND | 900099 | 14864 | 14864 |
| CASEWORK & PROGRAM FEE | 624100 | 4845 | 4845 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 19709 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 37568 | TotalRevenueColumn |
| Exclusion | $37,568 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 154429 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 151607 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2822 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2822 | TotalRevenueColumn |
| Exclusion | $2,822 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 410 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 0 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 410 | TotalRevenueColumn |
| Exclusion | $410 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| BOOKKEEPING SERVICE | 541200 | 15650 | 15650 | |
| MISCELLANEOUS | 900099 | 1457 | $1,457 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 17107 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 456325 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19709 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 15650 | UnrelatedBusinessRevenue |
| Exclusion | $42,257 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53008 | Total |
| Program Services | 36446 | ProgramServices |
| Management And General | 16562 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 208602 | Total |
| Program Services | 151784 | ProgramServices |
| Management And General | 48472 | ManagementAndGeneral |
| Fundraising | 8346 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6849 | Total |
| Program Services | 3599 | ProgramServices |
| Management And General | 3250 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21182 | Total |
| Program Services | 10751 | ProgramServices |
| Management And General | 10431 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20317 | Total |
| Program Services | 15148 | ProgramServices |
| Management And General | 5169 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3919 | Total |
| Fundraising | 3919 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12404 | Total |
| Program Services | 270 | ProgramServices |
| Management And General | 12134 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9879 | Total |
| Program Services | 3955 | ProgramServices |
| Management And General | 5027 | ManagementAndGeneral |
| Fundraising | 897 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18729 | Total |
| Program Services | 4418 | ProgramServices |
| Management And General | 9037 | ManagementAndGeneral |
| Fundraising | 5274 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 190 | Total |
| Program Services | 190 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17603 | Total |
| Management And General | 17603 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| ASSISTANCE | 54014 | 48624 | 5390 | |
| STAFF DEVELOPEMENT | 3530 | 115 | 3415 | |
| STAFF TRANSPORTATION | 2411 | 2411 | ||
| DUES & SUBSCRIPTIONS | 2025 | 490 | 1535 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5125 | Total |
| Program Services | 2785 | ProgramServices |
| Management And General | 2340 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 439787 | Total |
| Program Services | 280986 | ProgramServices |
| Management And General | 134975 | ManagementAndGeneral |
| Fundraising | 23826 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 127407 | BOY |
| EOY | 172276 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50000 | BOY |
| EOY | 50000 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 474262 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 250372 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 232888 | BOY |
| EOY | 223890 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1394066 | BOY |
| EOY | 1474943 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11325 | BOY |
| EOY | 11819 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1815686 | BOY |
| EOY | 1932928 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23130 | BOY |
| EOY | 14682 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23130 | BOY |
| EOY | 14682 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1571540 | BOY |
| EOY | 1700168 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 221016 | BOY |
| EOY | 218078 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1792556 | BOY |
| EOY | 1918246 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1815686 | BOY |
| EOY | 1932928 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 16538 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 109152 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | 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 Consolidated | X | FinancialStatementConsolidated |
| 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 | 319393 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 333739 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 332897 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 360080 | CurrentTaxYearMinus1Year |
| Current Tax Year | 378709 | CurrentTaxYear |
| Total | 1724818 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 319393 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 333739 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 332897 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 360080 | CurrentTaxYearMinus1Year |
| Current Tax Year | 378709 | CurrentTaxYear |
| Total | 1724818 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 316062 | AmountsSubstContributorsTotal |
| Public Support Total170 | 1408756 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 58561 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 31764 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 33439 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 46677 | CurrentTaxYearMinus1Year |
| Current Tax Year | 37568 | CurrentTaxYear |
| Total | 208009 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -300 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | -465 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | -491 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 161 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2536 | CurrentTaxYear |
| Total | 1441 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 20656 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1529 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8407 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 40043 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1868 | CurrentTaxYear |
| Total | 72503 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 2006771 | TotalSupport |
| Gross Receipts From Admissions Etc | 77526 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.70200 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.66520 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 221016 | BeginningOfYearBalance |
| Contributions | 96341 | Contributions |
| Other Expenditures | 99279 | OtherExpenditures |
| End Of Year Balance | 218078 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 180402 | BeginningOfYearBalance |
| Contributions | 128771 | Contributions |
| Other Expenditures | 88157 | OtherExpenditures |
| End Of Year Balance | 221016 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 187167 | BeginningOfYearBalance |
| Contributions | 89177 | Contributions |
| Other Expenditures | 95942 | OtherExpenditures |
| End Of Year Balance | 180402 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment EOY Balance | 1.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15113 | OtherCostOrOtherBasis |
| Book Value | 15113 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 136019 | OtherCostOrOtherBasis |
| Depreciation | 41372 | Depreciation |
| Book Value | 94647 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 266618 | OtherCostOrOtherBasis |
| Depreciation | 156189 | Depreciation |
| Book Value | 110429 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 56512 | OtherCostOrOtherBasis |
| Depreciation | 52811 | Depreciation |
| Book Value | 3701 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 223890 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 657766 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 109152 | NetUnrealizedGainsInvestments |
| Other Revenues | 99525 | OtherRevenues |
| Revenue Not Rptd F990 | 208677 | RevenueNotRptdF990 |
| Revenue Subtotal | 449089 | RevenueSubtotal |
| Other Revenues Not Included | 7236 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 7236 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 456325 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 444152 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 4365 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 4365 | ExpensesNotRptdF990 |
| Expenses Subtotal | 439787 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 439787 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | NET ASSETS SUBJECT TO DONOR-IMPOSED STIPULATIONS THAT MAY OR WILL BE MET, EITHER BY ACTIONS OF THE ORGANIZATION AND/OR THE PASSAGE OF TIME |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE ORGANIZATION COMPLIES WITH THE GUIDANCE FOR UNCERTAINTY IN INCOME TAXES USING PROVISIONS OF FASB ASC 740, INCOME TAXES. USING THAT GUIDANCE TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INTEREST AND DIVIDENDS REPORTED ON LEHIGH VALLEY JEWISH FOUNDATION 990 12,815. UNREALIZED GAIN REPORTED ON LEHIGH VALLEY JEWISH FOUNDATION 990 86,710. | |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | REALIZED LOSS REPORTED ON LEHIGH VALLEY JEWISH FOUNDATION 990 7,236. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT FEES FOR LEHIGH VALLEY JEWISH FOUNDATION 4,365. |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | MEALS | Description |
| Number Of Contributions | 13578 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 33945 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | COST OR SELLING PRICE | 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 (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | LESLIE WEINSTOCK, DIRECTOR, IS THE SPOUSE OF DR. MICHAEL WEINSTOCK, PRESIDENT. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION'S 990 WILL BE REVIEWED AND APPROVED BY THE EXECUTIVE BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICES ARE REQUIRED TO BE SIGNED YEARLY BY BOARD MEMBERS. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION MAKES AVAILABLE COPIES OF IT'S IRS FORM 990 UPON REQUEST. THE ORGANIZATION FILED ITS FORM 1023 BEFORE JULY 1987 AND IS EXEMPT FROM THE IRS REQUIREMENT OF SUPPLYING OR SHOWING ITS FORM 1023 TO ANYONE REQUESTING THIS DOCUMENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES AVAILABLE TO THE PUBLIC ALL OF THE GOVERNING DOCUMENTS SUCH AS THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS UPON REQUEST AT THE ORGANIZATION'S CORPORATE OFFICE. |
| FORM 990 PART XI LINE 2C | THE ORGANIZATION'S BOARD OF DIRECTORS SELECTS THE INDEPENDENT AUDITOR AND THE COMPENSATION OF THE AUDITOR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEHIGH VALLEY JEWISH FEDERATION JEWISH FAMILY SERVICES FUND | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2004 ALLEN STREET | AddressLine1 |
| City | ALLENTOWN | City |
| State | PA | State |
| ZIP Code | 18104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232737630 | EIN |
| Primary Activities | SUPPORT JEWISH FAMILY SERVICES | PrimaryActivities |
| Legal Domicile State | PA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | TYPE 1 SUPPORTING OR | PublicCharityStatus |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | 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 | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | 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 |
Comments