2012-11-15T08:11:41-06:00 2011-12-31 232620120 CONCANNON MILLER & CO PC 1525 VALLEY CENTER PARKWAY SUITE 30 BETHLEHEM PA 180172285 990 2011-01-01 232301360 JEWISH FAMILY SERVICE OF THE LEHIGH VALLEY JEWI 6108218722 2004 ALLEN STREET ALLENTOWN PA 18104 KENNETH GREENE 6108218722 2012-11-06 1 ROBERT A OSTER CPA P00340881 6104335501 2011 2016-02-24 21:20:13Z MICHAEL WEINSTOCK 2004 ALLEN STREET ALLENTOWN PA 18104 483266 0 X WWW.JEWISHFAMILYSERVICE-LV.ORG X 1984 PA TO HELP MEET THE NEEDS OF PEOPLE IN ALL WALKS OF LIFE WHO ARE TRYING TO COPE WITH LIFE STRESS. 21 21 9 30 2962 0 332897 384369 17637 22005 21663 58178 14825 2891 387022 467443 0 0 0 0 357701 348794 0 0 36194 124121 127732 481822 476526 -94800 -9083 1757339 1815686 28777 23130 1728562 1792556 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. 0 0 279629 22005 PROVIDES CASE MANAGEMENT, PREVENTION AND EDUCATION, COUNSELING, REFERRAL SERVICES AND ECONOMIC AID TO THE JEWISH COMMUNITY IN THE LEHIGH VALLEY 279629 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 9 1 1 1 0 0 0 0 1 1 0 0 0 0 X 21 21 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X X KENNETH GREENE TREASURER 6108218722 2004 ALLEN ST ALLENTOWN PA 18104 PHYLLIS RINGEL PHD 37.50 X X 87738 0 13096 MICHAEL WEINSTOCK MD 1.00 X X 0 0 0 BEVERLY VOLK 1.00 X X 0 0 0 MARK BLASS 1.00 X X 0 0 0 KENNETH D GREENE 2.00 X X 0 0 0 TAMA FOGELMAN 1.00 X 0 0 0 BARBARA HOFFMAN 1.00 X 0 0 0 HOWARD SHERER 1.00 X 0 0 0 LESLIE WEINSTOCK 1.00 X 0 0 0 PHYLLIS PERKIN 1.00 X 0 0 0 JERRY NEPON 1.00 X 0 0 0 JAY SCHERLINE 1.00 X 0 0 0 TAMA LEE BARSKY 1.00 X 0 0 0 PATTY GLASCOM 1.00 X 0 0 0 JAMES WIMMER 1.00 X 0 0 0 DAVID EISKOWITZ 1.00 X 0 0 0 BETH KOZINN 1.00 X 0 0 0 ZACHARY COHEN 1.00 X 0 0 0 BECKY GOLDENBERG 1.00 X 0 0 0 SUSAN BERMAN 1.00 X 0 0 0 RABBI ALLEN JUDA 1.00 X 0 0 0 RABBI YAACOV HAPLERIN 1.00 X 0 0 0 ALVIN MISHKIN 1.00 X 0 0 0 SHAY SHIMON 1.00 X 0 0 0 RICHARD WILLIAM BERGSTEIN 1.00 X 0 0 0 87738 0 13096 0 0 0 0 0 24289 360080 32240 384369 MEDICARE, MEDIGAP AND 900099 13669 13669 CASEWORK & PROGRAM FEE 624100 8336 8336 22005 46677 46677 11501 0 11501 11501 11501 12681 24289 15823 -3142 -3142 MISCELLANEOUS 900099 3071 3071 BOOKKEEPING SERVICE 541200 2962 2962 6033 467443 22005 2962 58107 100834 50153 40895 9786 191396 131180 55134 5082 6664 3352 3312 28337 17657 10680 21563 15940 5623 5218 5180 38 10928 585 10343 9357 3584 5383 390 16304 5870 5917 4517 1624 1624 17782 17782 ASSISTANCE 56621 39816 620 16185 DUES & SUBSCRIPTIONS 3500 582 2684 234 MISCELLANEOUS 2780 1239 1541 STAFF TRANSPORTATION 2603 2603 1015 264 751 476526 279629 160703 36194 190196 127407 50000 50000 468746 235858 250103 232888 1256255 1394066 10785 11325 1757339 1815686 28777 23130 28777 23130 X 1548160 1571540 180402 221016 1728562 1792556 1757339 1815686 X -9083 73077 X X 0 1 1 X 0 X 257863 319393 333739 332897 360080 1603972 257863 319393 333739 332897 360080 1603972 317110 1286862 78314 58561 31764 33439 46677 248755 130 130 11052 20656 1529 8407 40043 81687 1934544 108275 0.66520 0.60970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 180402 128771 88157 221016 187167 89177 95942 180402 1.00000 0 0 15113 15113 136019 37972 98047 258013 144264 113749 59601 53622 5979 232888 ENDOWMENT INVESTMENTS 1344606 F SMITH BARNEY BUILDING FUND 49460 F 1394066 467443 476526 -9083 -56777 129854 73077 63994 406843 49139 49139 357704 109739 109739 467443 496953 20427 20427 476526 0 476526 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: 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 8 - OTHER ADJUSTMENTS: TRANSFER FROM JEWISH FAMILY SERVICES FOUNDATION 130,000. TRANSFERS TO JEWISH FAMILY SERVICES FOUNDATION -146. TOTAL TO SCHEDULE D, PART XI, LINE 8: 129,854. PART XII, LINE 2D - OTHER ADJUSTMENTS: INTEREST AND DIVIDENDS REPORTED ON LEHIGH VALLEY JEWISH FOUNDATION 990 10,742. REALIZED GAIN REPORTED ON LEHIGH VALLEY JEWISH FOUNDATION 990 22,574. FUNDRAISING EXPENSES 15,823. PART XII, LINE 4B - OTHER ADJUSTMENTS: UNREALIZED LOSSES ON INVESTMENTS 56,777. UNREALIZED LOSS REPORTED ON LEHIGH VALLEY JEWISH FOUNDATION 990 52,962. PART XIII, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES FOR LEHIGH VALLEY JEWISH FOUNDATION 4,604. DIRECT EXPENSES 15,823. 36 YEAR ANNIVERSARY 35972 24289 11683 300 11683 3840 35972 24289 11683 300 11683 3840 15823 -4140 X MEALS 12896 32240 COST OR SELLING PRICE 0 0 0 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -56,777. TRANSFER FROM JEWISH FAMILY SERVICES FOUNDATION 130,000. TRANSFERS TO JEWISH FAMILY SERVICES FOUNDATION -146. TOTAL TO FORM 990, PART XI, LINE 5: 73,077. FORM 990 PART XI LINE 2C THE ORGANIZATION'S BOARD OF DIRECTORS SELECTS THE INDEPENDENT AUDITOR AND THE COMPENSATION OF THE AUDITOR. LEHIGH VALLEY JEWISH FEDERATION JEWISH FAMILY SERVICES FUND 2004 ALLEN STREET ALLENTOWN PA 18104 232737630 SUPPORT JEWISH FAMILY SERVICES PA 501(C)(3) TYPE 1 SUPPORTING OR 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LEHIGH VALLEY JEWISH FEDERATION JEWISH FAMILY SERVICES FUND R 130000