2011-05-16T08:49:36-05:00 2010-06-30 REINSEL KUNTZ LESHER LLP 1330 BROADCASTING ROAD PO BOX 7008 WYOMISSING PA 196106008 990 2009-07-01 236396949 JEWISH FEDERATION OF THE LEHIGH VALLEY JEWI 6108215500 702 NORTH 22ND STREET ALLENTOWN PA 18104 MARK L GOLDSTEIN 6108215500 2011-05-16 1 LARRY S SHAUB 6103761595 2009 2016-02-24 21:20:13Z MARK L GOLDSTEIN 702 NORTH 22ND STREET ALLENTOWN PA 18104 3272379 0 X WWW.JEWISHLEHIGHVALLEY.ORG X 1948 PA THE JEWISH FEDERATION OF THE LEHIGH VALLEY RAISES FUNDS FOR DISTRIBUTION TO THE UNITED JEWISH APPEAL AND OTHER JEWISH AND NON-JEWISH CHARITIES 45 45 12 150 -49190 0 3014568 2830965 0 443884 195326 -1836 -31032 3456616 2995259 2806192 2214030 0 796949 695624 0 319084 264537 384895 3867678 3294549 -411062 -299290 18145456 19583518 7681253 8120137 10464203 11463381 IN ORDER TO UNITE, SUSTAIN, AND ENHANCE THE LEHIGH VALLEY COMMUNITY, AND SUPPORT JEIWSH COMMUNITIES IN ISRAEL AND AROUND THE WORLD, THE JEWISH FEDERATION OF THE LEHIGH VALLEY IS DEDICATED TO CORE VALUES ACCOMPLISHED BY RAISING AND DISTRIBUTING FUNDS TO JEWISH AND NON-JEWISH CHARITIES IN SUPPORT OF ITS CORE VALUES. 0 0 2466083 2214030 THE JEWISH FEDERATION OF THE LEHIGH VALLEY RAISES FUNDS FOR DISTRIBUTION TO THE UNITED JEWISH APPEAL AND OTHER JEWISH AND NON-JEWISH CHARITIES. 2466083 1 1 0 0 1 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 0 0 1 21 0 12 1 1 1 0 0 0 0 0 0 0 0 45 45 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X OFFICER 6108215500 702 NORTH 22ND STREET ALLENTOWN PA 18104 WENDY BORN 1.00 X X 0 0 0 KAREN COOPER 1.00 X X 0 0 0 BARRY HALPER 1.00 X X 0 0 0 LAWRENCE LEVITT MD 1.00 X X 0 0 0 MARK SCOBLIONKO 1.00 X X 0 0 0 DONALD SENDEROWITZ 1.00 X X 0 0 0 AMY SILVERMAN 1.00 X X 0 0 0 NAN RONIS 1.00 X X 0 0 0 SANDRA GOLDFARB 1.00 X X 0 0 0 ROBERT HAMMEL 1.00 X X 0 0 0 ALAN ABESHAUS 1.00 X 0 0 0 ROSS BORN 1.00 X 0 0 0 LAWRENCE CENTER 1.00 X 0 0 0 ROBERTO FISCHMANN 1.00 X 0 0 0 BARNET FRAENKEL 1.00 X 0 0 0 CAROL BUB FROMER MD 1.00 X 0 0 0 STEWART FURMANSKY 1.00 X 0 0 0 ROBERT J GREY 1.00 X 0 0 0 RABBI YAACOV HALPERIN 1.00 X 0 0 0 RABBI ALLEN JUDA 1.00 X 0 0 0 SUSAN LEVIN 1.00 X 0 0 0 ALAN PENN 1.00 X 0 0 0 RABBI MOSHE RE'EM 1.00 X 0 0 0 JUDITH RODWIN 1.00 X 0 0 0 PAUL SACHER 1.00 X 0 0 0 RITA SCHELLER 1.00 X 0 0 0 CANTOR ELLEN SUSSMAN 1.00 X 0 0 0 MICHAEL UFBERG MD 1.00 X 0 0 0 CANTOR KEVIN WARTELL 1.00 X 0 0 0 STANLEY WAX 1.00 X 0 0 0 JEAN WEINER 1.00 X 0 0 0 ROBERT WILSON DO 1.00 X 0 0 0 RABBI YITZCHOK YAGOD 1.00 X 0 0 0 MICHAEL ZAGER MD 1.00 X 0 0 0 JEFFREY BLINDER MD 1.00 X 0 0 0 LISA BLOCK 1.00 X 0 0 0 DANIEL COHEN 1.00 X 0 0 0 DEBORAH KIMMEL MD 1.00 X 0 0 0 RABBI ROBERT LENNICK 1.00 X 0 0 0 MICHAEL MILLER 1.00 X 0 0 0 NICOLE ROSENTHAL MD 1.00 X 0 0 0 RABBI MARK SHRAGER 1.00 X 0 0 0 EILEEN UFBERG 1.00 X 0 0 0 VICKI GLASER 1.00 X 0 0 0 JAY LIPSCHUTZ 1.00 X 0 0 0 MARK GOLDSTEIN 40.00 X 179872 0 23402 179872 0 23402 1 0 1 0 0 2260194 570771 132113 2830965 322082 322082 3101 126977 2880 -126977 221 -126756 221 -126977 98073 147263 -49190 -49190 MISCELLANEOUS INCOME E 900099 18158 18158 18158 2995259 18379 -49190 195105 1539158 1539158 85500 85500 589372 589372 201185 18107 100593 82485 361569 133466 125449 102654 29065 13448 8589 7028 59800 21876 20852 17072 44005 15525 15657 12823 21280 21280 51179 51179 13250 4410 4591 4249 17308 5104 5508 6696 12205 4179 5349 2677 33804 9737 16024 8043 12286 1000 8786 2500 45542 18440 12111 14991 17805 17805 4037 1145 1946 946 BAD DEBTS 50000 50000 OTHER 15917 5616 5663 4638 CONTINUING EDUCATION 14559 14559 STAFF INTERVIEW AND REL 2265 2265 dues & subscriptions 830 830 72628 70346 2282 3294549 2466083 509382 319084 101248 67602 44959 227380 1045282 1059505 12585 14197 10000 8220 59317 43626 266588 216276 68116 50312 16770130 18042078 43819 60598 18145456 19583518 36164 35739 2240436 2186440 11967 26196 5392686 5871762 7681253 8120137 X 7557131 8215944 2907072 3247437 10464203 11463381 18145456 19583518 X 0 1 1 X 0 X 2999926 3789924 3059108 3014568 2830965 15694491 2999926 3789924 3059108 3014568 2830965 15694491 1028280 14666211 627256 746617 833245 480996 322082 3010196 -18340 -29510 -47850 85933 104482 108335 16504 18158 333412 18990249 0.77230 0.75870 X Schedule A, Part II, Line 10, Explanation of Other Income: MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 81 17001 143366 2903944 1 1 70919 59206 11713 195669 157070 38599 50312 ANNUITY AGREEMENTS AND AGENCY FUNDS HELD 5871762 5871762 2995259 3294549 -299290 1234004 64464 1298468 999178 4396138 1234004 166875 1400879 2995259 0 2995259 3396960 102411 102411 3294549 0 3294549 Part V, Line 4: Description of Intended Use of Endowment Funds: TO SUPPORT JEWS IN NEED WHEREEVER THEY MAY BE, TO SUPPORT ISRAEL AS A JEWISH HOMELAND, TO SUPPORT AND ENCOURAGE JEWISH EDUCATION IN THE LEHIGH VALLEY, AND TO SUPPORT PROGRAMS AND SERVICES OF ORGANIZATIONS WHOSE VALUES AND MISSION MEET LOCAL JEWISH NEEDS. Part X: Description of Uncertain Tax Positions Under FIN 48: 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. Part XI, Line 8 - Other Adjustments: CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE: 16732. EXPENSES ALLOCATED TO AGENCY FUNDS: 47732. Part XII, Line 2d - Other Adjustments: CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE: 16732. HAKOL NEWSPAPER EXPENSES: 147263. SALE OF INVENTORY EXPENSES: 2880. Part XIII, Line 2d - Other Adjustments: EXPENSES ALLOCATED TO AGENCY FUNDS: -47732. HAKOL NEWSPAPER: 147263. SALE OF INVENTORY EXPENSES: 2880. 0 0 0 0 X ISREAL SUPPORT OF THE GLOBAL JEWISH COMMUNITY 588854 CASH DISBURSEMENT 0 FMV 1 JEWISH COMMUNITY CENTER OF ALLENTOWN 702 N 22ND STREET ALLENTOWN PA 18104 230734200 501(C)(3) 362767 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) 327435 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) 79142 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 LAFAYETTE COLLEGE HILLEL SOCIETY CO LAFAYETTE COLLEGE 202 MARKLE HALL EASTON PA 18042 240795686 501(C)(3) 5000 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) 12500 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) 23047 FMV ADVANCEMENT AND SUPPORT OF JEWISH EDUCATION IN COMMUNITY 7 RESIDENT CAMP SCHOLARSHIPS 20 5000 0 FMV TEEN EXPERIENCE SCHOLARSHIPS 20 7000 0 FMV TEACHER TRAINING/CONFERENCE SCHOLARSHIPS 6 2500 0 FMV COMMUNITY SEDERIM PROJECT 1 2000 0 FMV JEWISH FAMILY LIFE EDUCATION SYNAGOGUE GRANTS 8 44000 0 FMV PROJECT YACHAD 300 25000 0 FMV Procedure for Monitoring Grants in the U.S.: Part I, Line 2: 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 HELD BY THE FINANCIAL REVIEW COMMITTEE WHERE REVIEWS OF THE REQUESTING ORGANIZATIONS INFORMATION ARE COMPILED, AND PRESENTATIONS FROM ALL LOCAL BENEFICIARIES WERE 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. 1 X X 0 0 0 0 0 0 0 0 0 MARK GOLDSTEIN 179872 0 0 0 0 0 12427 0 10975 0 203274 0 0 0 SHARI SPARK WIFE OF THE EXECUTIVE DIRECTOR 10920 SHARI IS THE DIRECTOR OF THE HOLOCAUST RESOURCE CENTER. 0 X 20 132113 FMV 0 0 0 1 Third Party Use: Part I, Line 32b: ALL STOCK DONATIONS ARE PROCESSED BY KNBT FINANCIAL SERVICES AND PROCEEDS OF THE SALE OF STOCKS AT TIME OF DONATION ARE THEN GIVEN TO THE JEWISH FEDERATION OF THE LEHIGH VALLEY. Form 990, Part VI, Section A, line 2 PRESIDENT ELECT WENDY BORN IS MARRIED TO DIRECTOR ROSS BORN. VICE PRESIDENT EILEEN UFBERG IS MARRIED TO DIRECTOR MICHAEL UFBERG. Form 990, Part VI, Section B, line 11 THE EXECUTIVE COMMITTEE AND EXECUTIVE DIRECTOR REVIEW AND APPROVE THE FORM 990 FOR FILING ON BEHALF OF THE WHOLE BOARD OF DIRECTORS. 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. FORM 990, PART XI, LINE 2C AUDIT OVERSIGHT COMMITTEE THERE IS A FINANCE/AUDIT COMMITTEE WHICH REPRESENTS THE BOARD AND OVERSEES THE FINANCIAL STATEMENT PROCESS. THIS HAS NOT CHANGED FROM PRIOR YEARS. FISCHMANN-BERMAN FAMILY FUND 702 N 22ND STREET ALLENTOWN PA 18104 232823685 SUPPORTING FUND OF JEWISH FEDERATION OF THE LEHIGH VALLEY PA 501(C)(3) 170(B)(1) (A)(VI) GOLDMAN FAMILY FOUNDATION 702 N 22ND STREET ALLENTOWN PA 18104 201465976 SUPPORTING FUND OF JEWISH FEDERATION OF THE LEHIGH VALLEY PA 501(C)(3) 170(B)(1) (A)(VI) 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) 170(B)(1) (A)(VI) 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) 170(B)(1) (A)(VI) WAX FAMILY FUND 702 N 22ND STREET ALLENTOWN PA 18104 232506745 SUPPORTING FUND OF JEWISH FEDERATION OF THE LEHIGH VALLEY PA 501(C)(3) 170(B)(1) (A)(VI) JEWISH COMMUNITY CENTER OF ALLENTOWN 702 N 22ND STREET ALLENTOWN PA 18104 230734200 JEWISH EDUCATION PA 501(C)(3) 170(B)(1) (A)(VI) JEWISH DAY SCHOOL OF ALLENTOWN 2313 PENNSYLVANIA STREET ALLENTOWN PA 18104 237344525 JEWISH EDUCATION PA 501(C)(3) 170(B)(1) (A)(VI) 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0