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Nonprofiteer
← JEWISH FEDERATION OF THE LEHIGH VALLEY

Form 990 for tax year 2023

Filed by JEWISH FEDERATION OF THE LEHIGH VALLEY.

Totals

Total revenue
$7,237,718
Total expenses
$5,129,078
Contributions and grants received
$5,571,284
Grants paid
$3,816,694
Program service revenue
$0
Investment income
$1,725,355
Other revenue
-$58,921
Total assets, end of year
$52,199,776
Total liabilities, end of year
$24,853,034
Net assets or fund balances, end of year
$27,346,742
Program services expenses (Part IX)
$4,185,942
Management and general expenses
$582,336
Fundraising expenses
$360,800
Program service expenses (Part III)
$4,185,942

Program services were 81.6% 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

    $2,231,806

  • 1c · Fundraising events

    $28,015

  • 1f · All other contributions, gifts and grants

    $3,311,463

  • 1g · Noncash contributions included above

    $493,687

  • 3 · Investment income

    total $1,344,842 · excluded $1,344,842

  • 7a · Gross sales of assets other than inventory

    securities $5,866,395

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

    securities $5,485,882

  • 7c · Gain or loss

    securities $380,513

  • 7d · Net gain or loss

    total $380,513 · excluded $380,513

  • 8a · Fundraising events: gross income

    $0

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

    $28,015

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 10a · Gross sales of inventory

    $90,165

  • 10b · Cost of goods sold

    $206,433

  • 10c · Net income from sales of inventory

    total -$116,268 · unrelated business -$119,034 · excluded $2,766

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $57,347 · excluded $57,347

  • 11e · Other revenue, total

    $57,347

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,816,694 · program services $3,816,694

  • 5 · Compensation of officers, directors and key employees

    total $177,740 · program services $44,435 · management and general $26,661 · fundraising $106,644

  • 7 · Other salaries and wages

    total $505,212 · program services $161,866 · management and general $222,120 · fundraising $121,226

  • 8 · Pension plan contributions

    total $40,134 · program services $12,227 · management and general $15,905 · fundraising $12,002

  • 9 · Other employee benefits

    total $99,267 · program services $31,151 · management and general $35,733 · fundraising $32,383

  • 10 · Payroll taxes

    total $50,341 · program services $15,480 · management and general $18,288 · fundraising $16,573

  • 11b · Fees: legal

    total $880 · management and general $880

  • 11c · Fees: accounting

    total $44,154 · management and general $44,154

  • 11f · Fees: investment management

    total $101,942 · management and general $101,942

  • 12 · Advertising and promotion

    total $34,648 · program services $10,451 · management and general $12,223 · fundraising $11,974

  • 13 · Office expenses

    total $6,468 · program services $2,173 · management and general $1,839 · fundraising $2,456

  • 14 · Information technology

    total $59,735 · program services $19,420 · management and general $28,758 · fundraising $11,557

  • 16 · Occupancy

    total $34,878 · program services $13,602 · management and general $11,161 · fundraising $10,115

  • 17 · Travel

    total $10,434 · program services $835 · management and general $7,512 · fundraising $2,087

  • 19 · Conferences, conventions and meetings

    total $73,949 · program services $31,046 · management and general $21,437 · fundraising $21,466

  • 22 · Depreciation, depletion and amortization

    total $8,258 · management and general $8,258

  • 23 · Insurance

    total $10,239 · program services $3,993 · management and general $3,276 · fundraising $2,970

  • 24a · Other expenses: ANNUITY PAYMENT

    total $17,710 · management and general $17,710

  • 24b · Other expenses: OTHER

    total $15,732 · program services $9,018 · management and general $9 · fundraising $6,705

  • 24c · Other expenses: P2K

    total $10,475 · program services $10,475

  • 24d · Other expenses: ISRAEL MISSIONS

    total $2,317 · program services $2,317

  • 24e · All other expenses

    total $7,871 · program services $759 · management and general $4,470 · fundraising $2,642

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $70,697 · end of year $461,380

  • 2 · Savings and temporary cash investments

    beginning of year $133,483 · end of year $345,393

  • 3 · Pledges and grants receivable

    beginning of year $806,290 · end of year $759,289

  • 4 · Accounts receivable

    beginning of year $0 · end of year $2,036,986

  • 7 · Other notes and loans receivable

    beginning of year $838,440 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $12,792 · end of year $12,892

  • 9 · Prepaid expenses and deferred charges

    beginning of year $40,876 · end of year $39,642

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

    $326,089

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

    $315,781

  • 10c · Land, buildings and equipment, net

    beginning of year $18,566 · end of year $10,308

  • 11 · Investments: publicly traded securities

    beginning of year $35,229,245 · end of year $41,766,677

  • 12 · Investments: other securities

    beginning of year $4,962,382 · end of year $6,522,473

  • 15 · Other assets

    beginning of year $212,824 · end of year $244,736

  • 17 · Accounts payable and accrued expenses

    beginning of year $130,737 · end of year $96,018

  • 18 · Grants payable

    beginning of year $2,066,128 · end of year $2,108,693

  • 19 · Deferred revenue

    beginning of year $9,673 · end of year $4,087

  • 25 · Other liabilities

    beginning of year $17,128,449 · end of year $22,644,236

  • 27 · Net assets without donor restrictions

    beginning of year $15,351,344 · end of year $18,052,332

  • 28 · Net assets with donor restrictions

    beginning of year $7,639,264 · end of year $9,294,410

Mission and programs · 2023

Mission

IN ORDER TO UNITE, SUSTAIN, AND ENHANCE THE LEHIGH VALLEY COMMUNITY, AND SUPPORT JEWISH 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.

Activities or mission (Part I)

RAISES FUNDS FOR DISTRIBUTION TO THE JEWISH FEDERATIONS AND OTHER JEWISH AND NON-JEWISH CHARITIES

  • IN FISCAL YEAR ENDING JUNE 30, 2024, THE FEDERATION SUPPORTED 11 ORGANIZATIONS AND OVER 9,000 INDIVIDUALS IN THE ADVANCEMENT OF JEWISH CORE VALUES WHICH INCLUDE EDUCATION AND COMMUNITY ENGAGEMENT FUNDING.

    Expenses $4,185,942 · Grants $3,816,694

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Robert Wax

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Aliette Abo

    VICE-PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Bill Markson

    VICE-PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Israel Zighelboim

    VICE-PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Iris Epstein

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Beth Kozinn

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Gary Fromer

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Barry Halper

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Carol Bub Fromer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Richard Bub

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Scott Delin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Eric Fels

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jay Fisher

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brian Ford

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lewis Gaines

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rachel Levin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lauren Rabin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Bruce Reich

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Naomi Schachter

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Vickie Semmel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ron Ticho

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Vicki Wax

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Debi Wiener

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robert Wilson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ilene H Wood

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rabbi Shoshana Tornberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rabbi Yaacov Halperin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rabbi Alex Malanych

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rabbi Moshe Re'Em

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rabbi Michael Singer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Cantor Ellen Sussman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jerilyn Zimmerman

    EXECUTIVE DIRECTOR

    Total calculated
    $219,081
    From this org
    $208,406
    From related orgs
    $0
    Other
    $10,675
    Hours/week
    40 + 1.6 related

    Schedule J breakdown matched by us

    Base
    $208,406
    Bonus
    $0
    Other
    $0
    Deferred
    $10,675
    Nontaxable benefits
    $0
    Filer's total
    $219,081

  • Denise Ahner

    CONTROLLER

    Total calculated
    $108,383
    From this org
    $102,208
    From related orgs
    $0
    Other
    $6,175
    Hours/week
    40 + 1.6 related

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

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
21 February 2025
IRS schema version
2023v6.0
Source object
202540599349300504

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