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Nonprofiteer
← JEWISH FAMILY SERVICE OF THE LEHIGH VALLEY

Form 990 for tax year 2022

Filed by JEWISH FAMILY SERVICE OF THE LEHIGH VALLEY.

Totals

Total revenue
$1,182,656
Total expenses
$1,132,138
Contributions and grants received
$1,004,979
Grants paid
$0
Program service revenue
$44,161
Investment income
$128,590
Other revenue
$4,926
Total assets, end of year
$6,032,430
Total liabilities, end of year
$57,484
Net assets or fund balances, end of year
$5,974,946
Program services expenses (Part IX)
$997,358
Management and general expenses
$102,728
Fundraising expenses
$32,052
Program service expenses (Part III)
$997,358

Program services were 88.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $10,000

  • 1c · Fundraising events

    $79,291

  • 1f · All other contributions, gifts and grants

    $915,688

  • 1g · Noncash contributions included above

    $160,411

  • 2a · Program service revenue: THIRD-PARTY FEES

    total $41,626 · related or exempt $41,626

  • 2b · Program service revenue: CASEWORK & SERVICE FEE

    total $2,535 · related or exempt $2,535

  • 3 · Investment income

    total $116,321 · excluded $116,321

  • 7a · Gross sales of assets other than inventory

    securities $210,731

  • 7b · Less cost or other basis and sales expenses

    securities $198,462

  • 7c · Gain or loss

    securities $12,269

  • 7d · Net gain or loss

    total $12,269 · excluded $12,269

  • 8a · Fundraising events: gross income

    $10,831

  • 8a · Fundraising events: contributions included on line 1c

    $79,291

  • 8b · Fundraising events: direct expenses

    $10,831

  • 8c · Net income from fundraising events

    total $0

  • 11a · Other revenue: MISCELLANEOUS

    total $4,926 · related or exempt $4,926

  • 11e · Other revenue, total

    $4,926

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $107,100 · program services $91,790 · management and general $12,273 · fundraising $3,037

  • 7 · Other salaries and wages

    total $436,238 · program services $373,877 · management and general $49,990 · fundraising $12,371

  • 8 · Pension plan contributions

    total $12,406 · program services $10,633 · management and general $1,422 · fundraising $351

  • 10 · Payroll taxes

    total $45,601 · program services $39,082 · management and general $5,226 · fundraising $1,293

  • 11c · Fees: accounting

    total $18,800 · program services $16,112 · management and general $2,688

  • 11f · Fees: investment management

    total $12,223 · management and general $12,223

  • 11g · Fees: other

    total $4,660 · program services $3,994 · management and general $666

  • 12 · Advertising and promotion

    total $16,644 · program services $1,409 · management and general $235 · fundraising $15,000

  • 13 · Office expenses

    total $61,698 · program services $52,878 · management and general $8,820

  • 16 · Occupancy

    total $22,284 · program services $19,098 · management and general $3,186

  • 17 · Travel

    total $4,210 · program services $3,608 · management and general $602

  • 19 · Conferences, conventions and meetings

    total $2,369 · program services $2,030 · management and general $339

  • 22 · Depreciation, depletion and amortization

    total $12,461 · program services $10,680 · management and general $1,781

  • 23 · Insurance

    total $13,678 · program services $11,723 · management and general $1,955

  • 24a · Other expenses: FAMILY AND COMMUNITY SE

    total $352,516 · program services $352,516

  • 24b · Other expenses: REPAIRS & MAINTENANCE

    total $4,815 · program services $4,127 · management and general $688

  • 24c · Other expenses: DUES & FEES

    total $4,413 · program services $3,782 · management and general $631

  • 24d · Other expenses: STAFF RECRUITMENT

    total $22 · program services $19 · management and general $3

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $248,939 · end of year $345,511

  • 4 · Accounts receivable

    beginning of year $27,393 · end of year $29,914

  • 9 · Prepaid expenses and deferred charges

    beginning of year $16,053 · end of year $30,713

  • 10a · Land, buildings and equipment: cost or other basis

    $544,459

  • 10b · Land, buildings and equipment: accumulated depreciation

    $381,218

  • 10c · Land, buildings and equipment, net

    beginning of year $169,418 · end of year $163,241

  • 11 · Investments: publicly traded securities

    beginning of year $5,003,398 · end of year $5,462,291

  • 15 · Other assets

    beginning of year $420 · end of year $760

  • 17 · Accounts payable and accrued expenses

    beginning of year $76,805 · end of year $57,484

  • 27 · Net assets without donor restrictions

    beginning of year $5,239,375 · end of year $5,716,226

  • 28 · Net assets with donor restrictions

    beginning of year $149,441 · end of year $258,720

Mission and programs · 2022

Mission

JEWISH FAMILY SERVICE OF THE LEHIGH VALLEY, GUIDED BY JEWISH VALUES, HELPS INDIVIDUALS AND FAMILIES TO LIVE HEALTHIER AND MORE STABLE LIVES BY PROVIDING SOCIAL SERVICES, PROFESSIONAL COUNSELING, EDUCATION, AND COMMUNITY PROGRAMS.

Activities or mission (Part I)

TO HELP MEET THE NEEDS OF PEOPLE IN ALL WALKS OF LIFE WHO ARE TRYING TO COPE WITH LIFE'S CHALLENGES

  • JFS IS A SMALL SOCIAL SERVICES AGENCY. JFS'S ABILITY TO RESPOND TO THE NEEDS OF MEMBERS OF OUR COMMUNITY WITH COMPASSIONATE CARE IS ALWAYS IN THE FOREFRONT OF OUR EFFORTS. CORE SERVICES INCLUDE COUNSELING, OLDER ADULT CASE MANAGEMENT, AND A COMMUNITY FOOD PANTRY SERVING THE 18104 ZIP CODE AND THE JEWISH COMMUNITY OF THE ENTIRE LEHIGH VALLEY. 160 HOUSEHOLDS ARE SERVED BY THE CHOICE MODEL PANTRY EACH MONTH. JFS HAS A ROBUST VOLUNTEER PROGRAM WHICH HELPS THE AGENCY PROVIDE SERVICES AND PROGRAMS. VOLUNTEERS PICK UP FOOD DONATIONS FROM LOCAL ORGANIZATIONS INCLUDING WAWA, GIANT, AND WEGMANS ALONG WITH FRESH PRODUCE DURING THE SUMMER FROM THE MONOCACY FARM PROJECT. THESE DONATIONS GIVE CLIENTS AN OPPORTUNITY TO HAVE MORE FOOD, AND GREATER VARIETY. JFS ALSO CONDUCTS COMMUNITY-WIDE DRIVES FOR CHILDREN'S COATS IN THE WINTER AND SCHOOL SUPPLIES IN THE FALL FOR FOOD PANTRY CLIENTS. "ITEM OF THE MONTH" COLLECTIONS BOLSTER THE PERSONAL HYGIENE SECTION OF THE FOOD PANTRY, AS THESE PRODUCTS ARE NOT COVERED BY THE SUPPLEMENTAL FOOD ASSISTANCE PROGRAM. LICENSED CLINICAL SOCIAL WORKERS MEET WITH CLIENTS IN THE OFFICE AND PROVIDE 'TELE-THERAPY' WHEN NEEDED. OLDER CLIENTS, AND THOSE WHO LIVE FAR AWAY FIND THIS TO BE A USEFUL OPTION BECAUSE THEY DON'T HAVE ACCESS TO TRANSPORTATION. THE OLDER ADULT CASE MANAGER, WHO IS COMPLETING A CERTIFICATE IN GERONTOLOGY, DEVELOPS TREATMENT PLANS FOR CLIENTS BASED ON AN IN-DEPTH OLDER ADULT ASSESSMENT. OLDER ADULTS BENEFIT FROM OUR MONTHLY MEAL DELIVERY PROGRAM AND FRIENDLY PHONE CALLER PROGRAM. VOLUNTEERS FACILITATE HOLIDAY CELEBRATIONS AT LONG TERM CARE RESIDENCES ACROSS THE LEHIGH VALLEY. THE RETIRED MEN'S GROUP CONTINUES TO MEET MONTHLY FOR PEER-TO-PEER LEARNING AND SOCIALIZATION. THE OLDER ADULT PROGRAM COORDINATOR PARTNERED WITH THE CEDAR CREST COLLEGE ART THERAPY DEPARTMENT TO PILOT AN ART THERAPY PROGRAM FOR OLDER ADULT CLIENTS. JFS CONTINUES TO EMPHASIZE ACCESSIBILITY AND INCLUSION. THE ACCESSIBILITY AND INCLUSION COORDINATOR LEADS WORKSHOPS IN DIGITAL ACCESSIBILITY, SUPPORTED DECISION MAKING, AND PARTNERS WITH OTHER AGENCIES TO OFFER SERVICES FOR INDIVIDUALS WHO HAVE DISABILITIES.

    Expenses $997,358 · Revenue $44,161

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Robin Rosenau

    PRESIDENT

    Total calculated
    $0
    Hours/week
    16

  • Audrey Nolte

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Pam Lott

    SECRETARY THRU DEC 2022 & VP

    Total calculated
    $0
    Hours/week
    2

  • Susan Sosnow

    TREASURER & SECRETARY AS OF JAN 2023

    Total calculated
    $0
    Hours/week
    2

  • Rabbi Allen Juda

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Andrew Block

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rabbi Melody Davis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Andrew Ellis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael Finley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Emily Ford

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Roberta Gaines

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Barry J Halper

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Renee Hillman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ellen Hof

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Stuart Horowitz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Cary E Moritz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Andrea Reich

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Alan Salinger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lorrie Scherline

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kimberly Valuntas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tama Fogelman

    DIRECTOR - EMERITUS

    Total calculated
    $0
    Hours/week
    1

  • Beverly Volk

    DIRECTOR - EMERITUS

    Total calculated
    $0
    Hours/week
    1

  • Debbie Zoller

    EXECUTIVE DIRECTOR

    Total calculated
    $107,100
    From this org
    $102,000
    From related orgs
    $0
    Other
    $5,100
    Hours/week
    50

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
15 March 2024
IRS schema version
2022v5.0
Source object
202410759349300236

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