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Nonprofiteer
← JEWISH FAMILY SERVICE OF THE LEHIGH VALLEY

Form 990 for tax year 2023

Filed by JEWISH FAMILY SERVICE OF THE LEHIGH VALLEY.

Totals

Total revenue
$2,181,314
Total expenses
$1,193,916
Contributions and grants received
$1,983,645
Grants paid
$330,127
Program service revenue
$53,299
Investment income
$130,084
Other revenue
$14,286
Total assets, end of year
$7,850,442
Total liabilities, end of year
$43,798
Net assets or fund balances, end of year
$7,806,644
Program services expenses (Part IX)
$1,095,376
Management and general expenses
$79,139
Fundraising expenses
$19,401
Program service expenses (Part III)
$1,095,376

Program services were 91.7% 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.

  • 1c · Fundraising events

    $78,063

  • 1e · Government grants (contributions)

    $199,065

  • 1f · All other contributions, gifts and grants

    $1,706,517

  • 1g · Noncash contributions included above

    $169,149

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

    total $50,970 · related or exempt $50,970

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

    total $2,329 · related or exempt $2,329

  • 3 · Investment income

    total $119,638 · excluded $119,638

  • 7a · Gross sales of assets other than inventory

    securities $319,044

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

    securities $308,598

  • 7c · Gain or loss

    securities $10,446

  • 7d · Net gain or loss

    total $10,446 · excluded $10,446

  • 8a · Fundraising events: gross income

    $12,701

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

    $78,063

  • 8b · Fundraising events: direct expenses

    $12,701

  • 8c · Net income from fundraising events

    total $0

  • 11a · Other revenue: MISCELLANEOUS

    total $14,286 · related or exempt $14,286

  • 11e · Other revenue, total

    $14,286

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $43,744 · program services $43,744

  • 2 · Grants to domestic individuals

    total $286,383 · program services $286,383

  • 5 · Compensation of officers, directors and key employees

    total $110,200 · program services $98,209 · management and general $8,480 · fundraising $3,511

  • 7 · Other salaries and wages

    total $448,714 · program services $399,676 · management and general $34,513 · fundraising $14,525

  • 8 · Pension plan contributions

    total $18,997 · program services $17,110 · management and general $1,478 · fundraising $409

  • 10 · Payroll taxes

    total $44,458 · program services $40,045 · management and general $3,457 · fundraising $956

  • 11c · Fees: accounting

    total $30,750 · program services $27,697 · management and general $3,053

  • 11f · Fees: investment management

    total $13,553 · management and general $13,553

  • 11g · Fees: other

    total $5,102 · program services $4,596 · management and general $506

  • 12 · Advertising and promotion

    total $691 · program services $622 · management and general $69

  • 13 · Office expenses

    total $60,430 · program services $54,431 · management and general $5,999

  • 16 · Occupancy

    total $15,475 · program services $13,938 · management and general $1,537

  • 17 · Travel

    total $2,395 · program services $2,157 · management and general $238

  • 19 · Conferences, conventions and meetings

    total $1,362 · program services $1,227 · management and general $135

  • 22 · Depreciation, depletion and amortization

    total $13,457 · program services $12,121 · management and general $1,336

  • 23 · Insurance

    total $14,177 · program services $12,770 · management and general $1,407

  • 24a · Other expenses: REFUND OF PY REVENUE

    total $50,000 · program services $50,000

  • 24b · Other expenses: REPAIRS & MAINTENANCE

    total $28,878 · program services $26,011 · management and general $2,867

  • 24c · Other expenses: DUES & FEES

    total $5,150 · program services $4,639 · management and general $511

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $345,511 · end of year $387,947

  • 3 · Pledges and grants receivable

    end of year $158,341

  • 4 · Accounts receivable

    beginning of year $29,914

  • 9 · Prepaid expenses and deferred charges

    beginning of year $30,713 · end of year $15,567

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

    $567,169

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

    $394,675

  • 10c · Land, buildings and equipment, net

    beginning of year $163,241 · end of year $172,494

  • 11 · Investments: publicly traded securities

    beginning of year $5,462,291 · end of year $7,115,028

  • 15 · Other assets

    beginning of year $760 · end of year $1,065

  • 17 · Accounts payable and accrued expenses

    beginning of year $57,484 · end of year $43,798

  • 27 · Net assets without donor restrictions

    beginning of year $5,716,226 · end of year $7,671,838

  • 28 · Net assets with donor restrictions

    beginning of year $258,720 · end of year $134,806

Mission and programs · 2023

Mission

JEWISH FAMILY SERVICE OF THE LEHIGH VALLEY, GUIDED BY JEWISH VALUES, HELPS INDIVIDUALS AND FAMILIES TO LIVE HEALTHIER, MORE STABLE LIVES BY PROVIDING SOCIAL SERVICES, PROFESSIONAL COUNSELING, EDUCATION, AND COMMUNITY PROGRAMS. OUR VISION IS THAT NO ONE IN OUR COMMUNITY SHOULD SUFFER HUNGER, ISOLATION, ABANDONMENT, EMOTIONAL OR PHYSICAL DISTRESS, OR LACK OF COMMUNITY SUPPORT AND CARING.

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

  • DIRECT ASSISTANCE - THROUGH DIRECT ASSISTANCE, JFS'S TWO LARGEST PROGRAMS INCLUDE OLDER ADULT CASE MANAGEMENT WITH SOCIALIZATION PROGRAMS FOR OLDER ADULTS, AND FOOD DISTRIBUTION. OLDER ADULT CASE MANAGEMENT PROVIDES OLDER ADULTS AND THEIR FAMILIES SUPPORT AND RESOURCES TO NAVIGATE THE AGING PROCESS. JFS OFFERS INTERNAL SOCIALIZATION PROGRAMS FOR CLIENTS LIKE THE RETIRED MEN'S SOCIAL GROUP, THE PREPARED MEAL DELIVERY PROGRAM, CREATIVE CONNECTIONS ART THERAPY GROUP, AND THE LET'S PLAY GROUP. THE COMMUNITY FOOD PANTRY PROVIDES FOOD AND ESSENTIAL PERSONAL CARE ITEMS TO UNDER-RESOURCED HOUSEHOLDS LIVING IN THE 18104-ZIP CODE, AND ANY JEWISH PERSON THROUGHOUT THE LEHIGH VALLEY. SEE SCHEDULE O FOR CONTINUATION.OUR CHOICE MODEL PANTRY PROVIDES 260 CLIENTS WITH 2-3 DAYS OF SUPPLEMENTAL FOOD AT THEIR MONTHLY APPOINTMENT. OVER 70 ACTIVE VOLUNTEERS SUPPORT DAY-TO-DAY OPERATIONS TO EXECUTE THESE TWO VITAL PROGRAMS.

    Expenses $799,247 · Grants $330,127

  • MENTAL HEALTH SERVICES - THROUGH MENTAL HEALTH SERVICES, LICENSED CLINICAL SOCIAL WORKERS PROVIDE CONFIDENTIAL COUNSELING FOR INDIVIDUALS OF ALL AGES, COUPLES, AND FAMILIES. WORKING WITH AN EXPERIENCED THERAPIST, CLIENTS BUILD RESILIENCE IN DEVELOPING STRATEGIES TO COPE WITH CHANGE, LOSS, AND THE STRESSES OF EVERYDAY LIFE. PSYCHOEDUCATIONAL SUPPORT GROUPS, LIKE THE EMPOWERMENT GROUP FOR ADULTS WITH DISABILITIES, OFFER A COMBINATION OF MENTAL HEALTH SUPPORT AND EDUCATIONAL RESOURCES, PROVIDING PARTICIPANTS WITH THE TOOLS THEY NEED TO BECOME EMPOWERED TO LEAD A HEALTHIER, MORE INFORMED LIFE. JFS SERVES PEOPLE OF EVERY RACE, RELIGION AND FINANCIAL STATUS. SEE SCHEDULE O FOR CONTINUATION.MEDICARE AND MAJOR INSURANCE PLANS ARE ACCEPTED. FINANCIAL SECURITY IS NOT A BARRIER TO GETTING HELP AND A SLIDING FEE SCHEDULE IS AVAILABLE FOR UNINSURED CLIENTS.

    Expenses $114,221 · Revenue $53,299

  • VOLUNTEER AND DEVELOPMENT - IMPLEMENTS AND PROVIDES PROGRAMS AND WORKSHOPS ON TOPICS RELEVANT TO THE COMMUNITY AFFECTING VARIOUS STAGES OF LIFE AND ADDRESSING SPECIAL NEEDS.

    Expenses $181,908

As filed on the 2023 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

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Andrew Ellis

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Rabbi Allen Juda

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Allen Abbott

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Andrew Block

    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

  • 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

  • Vickie Semmel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kimberly Valuntas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Debbie Zoller

    EXECUTIVE DIRECTOR

    Total calculated
    $109,200
    From this org
    $104,000
    From related orgs
    $0
    Other
    $5,200
    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

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
2023
Filed
29 April 2025
IRS schema version
2023v6.0
Source object
202521259349300957

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