Civic Intelligence

Goldman Family Foundation

990 • Fiscal year 2016 • EIN 20-1465976

Jul 01, 2015 to Jun 30, 2016 • Filed on Apr 28, 2017

702 North 22nd StreetAllentown, PA 18104

(610) 821-5500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

91st percentile

45%

Higher net margin than 91% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

97th percentile

$232,839

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 1346.7% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

39th percentile

-1.3%

Faster asset growth than 39% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-82%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$824,646

Down $10,482 (-1.3%) from 2015

Net Assets

Down

$824,646

Down $10,482 (-1.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$17,290

Down $76,433 (-82%) from 2015

Expenses

Down

$9,566

Down $36,228 (-79%) from 2015

Net Income

Down

$7,724

Down $40,205 (-84%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2010: $596,444Liabilities 2010: $0Net Assets 2010: $596,4442010Assets 2011: $716,310Liabilities 2011: $0Net Assets 2011: $716,3102011Assets 2012: $705,232Liabilities 2012: $0Net Assets 2012: $705,2322012Assets 2013: $742,947Liabilities 2013: $0Net Assets 2013: $742,9472013Assets 2014: $856,886Liabilities 2014: $0Net Assets 2014: $856,8862014Assets 2015: $835,128Liabilities 2015: $0Net Assets 2015: $835,1282015Assets 2016: $824,646Liabilities 2016: $0Net Assets 2016: $824,6462016Assets 2017: $884,778Liabilities 2017: $0Net Assets 2017: $884,7782017Assets 2018: $918,535Liabilities 2018: $0Net Assets 2018: $918,5352018Assets 2019: $935,906Liabilities 2019: $0Net Assets 2019: $935,9062019Assets 2020: $960,005Liabilities 2020: $0Net Assets 2020: $960,0052020Assets 2021: $1,199,899Liabilities 2021: $0Net Assets 2021: $1,199,8992021Assets 2022: $1,038,523Liabilities 2022: $0Net Assets 2022: $1,038,5232022Assets 2023: $1,111,863Liabilities 2023: $0Net Assets 2023: $1,111,8632023Assets 2024: $1,143,714Liabilities 2024: $0Net Assets 2024: $1,143,7142024

Highlighted filing

2016

Assets$824,646
Liabilities$0
Net Assets$824,646

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100K-$200KRevenue 2010: $92,627Expenses 2010: $139,868Net Income 2010: -$47,2412010Expenses 2011: $59,2462011Expenses 2012: $36,4552012Expenses 2013: $58,3002013Revenue 2014: $129,821Expenses 2014: $24,392Net Income 2014: $105,4292014Revenue 2015: $93,723Expenses 2015: $45,794Net Income 2015: $47,9292015Revenue 2016: $17,290Expenses 2016: $9,566Net Income 2016: $7,7242016Revenue 2017: $26,872Expenses 2017: $32,928Net Income 2017: -$6,0562017Revenue 2018: $36,558Expenses 2018: $33,804Net Income 2018: $2,7542018Revenue 2019: $33,251Expenses 2019: $47,356Net Income 2019: -$14,1052019Revenue 2020: $28,611Expenses 2020: $22,920Net Income 2020: $5,6912020Revenue 2021: $24,107Expenses 2021: $56,882Net Income 2021: -$32,7752021Revenue 2022: $35,354Expenses 2022: $33,014Net Income 2022: $2,3402022Revenue 2023: $24,320Expenses 2023: $65,389Net Income 2023: -$41,0692023Revenue 2024: $23,737Expenses 2024: $131,908Net Income 2024: -$108,1712024

Highlighted filing

2016

Revenue$17,290
Expenses$9,566
Net Income$7,724
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Apr 28, 2017
Return Version
2015v3.0
Gross Receipts
$25,421
Mission and Program Overview

Mission

To raise funds for charitable, educational and religious purposes in support of the jewish federation of the lehigh valley and its mission.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$835,019$824,591▼ $10,428
Cash and Non-Interest-Bearing Accounts$109$55▼ $54
Total Assets$835,128$824,646▼ $10,482
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$835,128$824,646▼ $10,482
Total Net Assets Fund Balance$835,128$824,646▼ $10,482
Total Liabilities and Net Assets / Fund Balance$835,128$824,646▼ $10,482
Compensation and Service Providers

Board Members and Trustees

NameTitle
Nancy Wax GoldmanPresident/treasurer
Steven P GoldmanVice President/secretary
Dr Michael UfbergDirector
Gary FromerDirector
Miriam ZagerDirector
Robert L WaxDirector
Roberto FischmannDirector
Mark L GoldsteinAssistant Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$4,460
Program Service Revenue
$0
Investment Income
$12,830
Other Revenue
$0
All Other Contributions
$4,460
Change in Net Assets
$7,724
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$9,512
Other Expenses$54
Total Fundraising Expense$45
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$9,512--$9,512
Other Expenses-$9$45$9
Total Functional Expenses$9,512$9$45$9,566
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Congregation Beth orMaple Glen, PA501(c)(3)Further Jewish Education$4,700
Jillian Loyden FoundationSwedesboro, NJ501(c)(3)Further Jewish Education$4,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 2

Nancy wax goldman and steven p. Goldman are married. Nancy wax goldman and robert l. Wax are sister and brother.

Form 990, Part VI, Section A, Line 3

The jewish federation of the lehigh valley, which is the organization supported by the goldman foundation, holds all investments and handles their administration on behalf of the foundation.

Form 990, Part VI, Section A, Line 8B

The foundation does not have any sub-committees.

Form 990, Part VI, Section B, Line 11

The executive board members initially review the return and then the final version is presented to the whole board for approval before filing the return.

Form 990, Part VI, Section B, Line 12C

A written conflict of interest policy, whistleblower policy and document retention and destruction policy are in place. Board members annually sign the conflict of interest policy which is presented to the board. All documents and policies were created by the jewish federation of the lehigh valley. All signed documents are kept with the jewish federation of the lehigh valley board documents.

Form 990, Part VI, Section B, Line 15

The foundation does not have any paid employees. The assistant secretary is paid through the supported organization and their board of directors determines the salary.

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.

Filing and Contact Details

Filer

Filer Name
Goldman Family Foundation
EIN
20-1465976
Phone
6108215500
Address
702 NORTH 22ND STREET, ALLENTOWN, PA 18104

Signing Officer

Name
Mark L Goldstein
Title
Assistant Secretary
Phone
6108215500
Signed
2017-04-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark L Goldstein
Formed
2004
Legal Domicile
Pa
Voting Board Members
8
Independent Board Members
7
Employees
0
Volunteers
8

Preparer

Firm
Rkl Llp
Address
1330 BROADCASTING ROAD PO BOX 7008, WYOMISSING, PA 19610-6008
Preparer
Rebecca a Clouser
Phone
6103761595
Supplemental Narrative

Additional Explanations

FORM 990, PART V, LINE 1C:

The organization did not have any instances where backup withholding was required; however, if the situation would arise, the organization is aware of the reporting requirements and would handle that accordingly.

FORM 990, PART XIII, LINE 2C:

The organization follows the audit oversight committee of the jewish federation of the lehigh valley to make the decision for selection of an auditor. There is not a seperate decision making process for this supporting organization. This process has not changed from prior years.

Financial Statement Notes

PART X, LINE 2:

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. The foundation files tax returns in the u. S. Federal jurisdiction. The foundation's income tax returns are not subject to examination through the year ended june 30, 2012.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FUNDS ARE DESIGNATED BY CLASS TO ORGANIZATIONS THAT SUPPORT THE MISSION OF THE LEHIGH VALLEY JEWISH FEDERATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1I) THE SUPPORTED ORGANIZATIONS ADDED INCLUDE: TEMPLE BETH OR, 59-2075317 SANDRINO'S SACRIFICE FUND, 45-4140735 JILLIAN LOYDEN FOUNDATION, 46-3704987 CHANCE COSGROVE FOUNDATION, 30-0661342 II) THESE ORGANIZATIONS WERE ADDED TO SUPPORT OTHER JEWISH CHARITY ORGANIZATIONS. THE FEDERATION MAKES DISTRIBUTIONS TO OTHER ENTITIES TO FURTHER THE PURPOSES OF THE FEDERATION. IT IS CONTEMPLATED THAT SUCH CHARITABLE ORGANIZATIONS SHALL QUALIFY AS ORGANIZATIONS DESCRIBED IN SECTION 509(A)(3) OF THE INTERNAL REVENUE CODE BY REASON OF THEIR PURPOSES AND RELATIONSHIP TO THE FEDERATION. III) EXHIBIT "A" OF ARTICLES OF INCORPORATION: THE CORPORATION (FOUNDATION) IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR THE CHARITABLE, EDUCATIONAL OR RELIGIOUS PURPOSES BY CONDUCTING OR SUPPORTING ACTIVITIES FOR THE BENEFIT OF OR TO CARRY OUT THE PURPOSES OF THE JEWISH FEDERATION OF THE LEHIGH VALLEY. IV) THE ACTION WAS ACCOMPLISHED THROUGH BOARD APPROVAL.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION A, QUESTION 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION A, QUESTION 5A
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0236396949
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0216
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0JEWISH FEDERATION OF THE LEHIGH VALLEY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0216
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0WHEN 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. THE FOUNDATION FILES TAX RETURNS IN THE U. S. FEDERAL JURISDICTION. THE FOUNDATION'S INCOME TAX RETURNS ARE NOT SUBJECT TO EXAMINATION THROUGH THE YEAR ENDED JUNE 30, 2012.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt04000
IRS990ScheduleI/RecipientTable/CashGrantAmt14700
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FURTHER JEWISH EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1FURTHER JEWISH EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0JILLIAN LOYDEN FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CONGREGATION BETH OR
IRS990ScheduleI/RecipientTable/RecipientEIN0463704987
IRS990ScheduleI/RecipientTable/RecipientEIN1236005909
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0125 ROBINS RUN WEST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1239 E WELSH ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SWEDESBORO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1MAPLE GLEN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NJ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd008085
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd119002
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE BOARD SELECTS ORGANIZATIONS IT WOULD LIKE TO SUPPORT BASED ON THE NEEDS OF THE COMMUNITIES THE MEMBERS ARE A PART OF. ALL DECISIONS TO SUPPORT ORGANIZATIONS ARE APPROVED BY ALL BOARD MEMBERS. THERE IS NO FORMAL MONITORING SYSTEM IN PLACE. HOWEVER, THE BOARD MEMBERS INVOLVEMENT IN THE COMMUNITY ORGANIZATIONS ALLOWS FOR AN INFORMAL MONITORING OF THE USE OF FUNDS GIVEN.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE I, PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt02
IRS990ScheduleI/TotalOtherOrgCnt04
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0189212
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt013245
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt034152
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt05752
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MARK L GOLDSTEIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0ASSISTANT SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0242361
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DID NOT HAVE ANY INSTANCES WHERE BACKUP WITHHOLDING WAS REQUIRED; HOWEVER, IF THE SITUATION WOULD ARISE, THE ORGANIZATION IS AWARE OF THE REPORTING REQUIREMENTS AND WOULD HANDLE THAT ACCORDINGLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NANCY WAX GOLDMAN AND STEVEN P. GOLDMAN ARE MARRIED. NANCY WAX GOLDMAN AND ROBERT L. WAX ARE SISTER AND BROTHER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE JEWISH FEDERATION OF THE LEHIGH VALLEY, WHICH IS THE ORGANIZATION SUPPORTED BY THE GOLDMAN FOUNDATION, HOLDS ALL INVESTMENTS AND HANDLES THEIR ADMINISTRATION ON BEHALF OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATION DOES NOT HAVE ANY SUB-COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE EXECUTIVE BOARD MEMBERS INITIALLY REVIEW THE RETURN AND THEN THE FINAL VERSION IS PRESENTED TO THE WHOLE BOARD FOR APPROVAL BEFORE FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5A WRITTEN CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY AND DOCUMENT RETENTION AND DESTRUCTION POLICY ARE IN PLACE. BOARD MEMBERS ANNUALLY SIGN THE CONFLICT OF INTEREST POLICY WHICH IS PRESENTED TO THE BOARD. ALL DOCUMENTS AND POLICIES WERE CREATED BY THE JEWISH FEDERATION OF THE LEHIGH VALLEY. ALL SIGNED DOCUMENTS ARE KEPT WITH THE JEWISH FEDERATION OF THE LEHIGH VALLEY BOARD DOCUMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE FOUNDATION DOES NOT HAVE ANY PAID EMPLOYEES. THE ASSISTANT SECRETARY IS PAID THROUGH THE SUPPORTED ORGANIZATION AND THEIR BOARD OF DIRECTORS DETERMINES THE SALARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ALL ORGANIZATION GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE ORGANIZATION FOLLOWS THE AUDIT OVERSIGHT COMMITTEE OF THE JEWISH FEDERATION OF THE LEHIGH VALLEY TO MAKE THE DECISION FOR SELECTION OF AN AUDITOR. THERE IS NOT A SEPERATE DECISION MAKING PROCESS FOR THIS SUPPORTING ORGANIZATION. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V, LINE 1C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XIII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0JEWISH FEDERATION OF THE LEHIGH VALLEY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0236396949
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RAISE FUNDS FOR DISTRIBUTION TO THE UNITED JEWISH APPEAL AND OTHER CHARITIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(B)(1) (A)(VI)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0702 NORTH 22ND STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ALLENTOWN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd018104
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0194963
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV - CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0JEWISH FEDERATION OF THE LEHIGH VALLEY
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0O
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/StatesWhereCopyOfReturnIsFldCd1NJ
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0835128
IRS990/TotalAssetsEOYAmt0824646
IRS990/TotalAssetsGrp/BOYAmt0835128
IRS990/TotalAssetsGrp/EOYAmt0824646
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt04460
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt045
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt09512
IRS990/TotalFunctionalExpensesGrp/TotalAmt09566
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0835128
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0824646
IRS990/TotalOtherCompensationAmt037875
IRS990/TotalProgramServiceExpensesAmt09512
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt012830
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt017290
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0835128
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0824646
IRS990/TotReportableCompRltdOrgAmt0194964
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.02$0.13$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.02$0.07$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.04$0.03$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.02$0.06$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.03$0.02$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.03$0.05$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.04$0.03$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.03$0.03$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.02$0.01$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.09$0.05$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.13$0.02$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.00$0.74$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.00$0.71$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.00$0.72$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.00$0.60$0.09$0.14$0.05