Civic Intelligence

Lehigh Valley Community Foundation

990 • Fiscal year 2018 • EIN 23-1686634

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 26, 2019

Organization ProfileWWW.LVCFOUNDATION.ORG

View Organization Page

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840 W Hamilton Street Suite 310Allentown, PA 18101-2456

(610) 351-5353

Siviq Scores

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

Liabilities / Assets

8th percentile

0.01x

Higher debt load relative to assets than 8% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

8th percentile

0.03x

Higher debt load relative to revenue than 8% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Net Margin

95th percentile

65%

Higher net margin than 95% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

11th percentile

$142,783

Higher top officer pay than 11% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Asset Growth

88th percentile

21%

Faster asset growth than 88% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

93rd percentile

74%

Faster revenue growth than 93% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$60,667,789

Up $10,375,266 (+21%) from 2017

Net Assets

Up

$60,169,024

Up $10,528,312 (+21%) from 2017

Liabilities

Down

$498,765

Down $153,046 (-23%) from 2017

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin95th percentile

Revenue

Up

$14,831,361

Up $6,300,521 (+74%) from 2017

Expenses

Down

$5,131,210

Down $1,451,288 (-22%) from 2017

Net Income

Up

$9,700,151

Up $7,751,809 (+398%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$100M$50M$0Assets 2011: $33,954,649Liabilities 2011: $1,652,688Net Assets 2011: $32,301,9612011Assets 2012: $33,471,791Liabilities 2012: $1,690,163Net Assets 2012: $31,781,6282012Assets 2013: $35,381,043Liabilities 2013: $1,514,795Net Assets 2013: $33,866,2482013Assets 2014: $39,934,289Liabilities 2014: $757,232Net Assets 2014: $39,177,0572014Assets 2015: $39,724,088Liabilities 2015: $672,872Net Assets 2015: $39,051,2162015Assets 2016: $44,619,818Liabilities 2016: $714,463Net Assets 2016: $43,905,3552016Assets 2017: $50,292,523Liabilities 2017: $651,811Net Assets 2017: $49,640,7122017Assets 2018: $60,667,789Liabilities 2018: $498,765Net Assets 2018: $60,169,0242018Assets 2019: $58,586,673Liabilities 2019: $561,427Net Assets 2019: $58,025,2462019Assets 2020: $56,996,760Liabilities 2020: $682,866Net Assets 2020: $56,313,8942020Assets 2021: $80,747,413Liabilities 2021: $671,328Net Assets 2021: $80,076,0852021Assets 2022: $70,585,243Liabilities 2022: $777,602Net Assets 2022: $69,807,6412022Assets 2023: $77,175,197Liabilities 2023: $721,691Net Assets 2023: $76,453,5062023

Highlighted filing

2018

Assets$60,667,789
Liabilities$498,765
Net Assets$60,169,024
Open 2018 Filing

Operations Trend

Revenue Growth93rd percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $15,478,630Expenses 2011: $1,643,213Net Income 2011: $13,835,4172011Revenue 2012: $2,612,525Expenses 2012: $2,457,612Net Income 2012: $154,9132012Revenue 2013: $5,239,160Expenses 2013: $4,412,675Net Income 2013: $826,4852013Revenue 2014: $5,895,246Expenses 2014: $2,941,039Net Income 2014: $2,954,2072014Revenue 2015: $6,771,963Expenses 2015: $3,587,653Net Income 2015: $3,184,3102015Revenue 2016: $10,116,161Expenses 2016: $4,445,706Net Income 2016: $5,670,4552016Revenue 2017: $8,530,840Expenses 2017: $6,582,498Net Income 2017: $1,948,3422017Revenue 2018: $14,831,361Expenses 2018: $5,131,210Net Income 2018: $9,700,1512018Revenue 2019: $5,806,267Expenses 2019: $7,996,507Net Income 2019: -$2,190,2402019Revenue 2020: $8,242,438Expenses 2020: $7,904,884Net Income 2020: $337,5542020Revenue 2021: $16,923,036Expenses 2021: $7,010,593Net Income 2021: $9,912,4432021Revenue 2022: $13,559,783Expenses 2022: $8,352,327Net Income 2022: $5,207,4562022Revenue 2023: $10,497,114Expenses 2023: $8,875,550Net Income 2023: $1,621,5642023

Highlighted filing

2018

Revenue$14,831,361
Expenses$5,131,210
Net Income$9,700,151
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 26, 2019
Return Version
2017v2.3
Gross Receipts
$30,956,380
Mission and Program Overview

Mission

The purpose of the lehigh valley community foundation is to develop, manage and distribute the philanthrophy of a variety of donors in order to improve the quality of life for residents of the lehigh valley.

To distribute philanthropic donations to improve quality of life for lehigh valley residents

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$45,836,587$57,377,419▲ $11,540,832
Savings and Temporary Cash Investments$3,299,168$2,523,163▼ $776,005
Investments Other Securities$479,660$467,502▼ $12,158
Pledges and Grants Receivable$400,000$0▼ $400,000
Prepaid Expenses and Deferred Charges$23,436$30,668▲ $7,232
Land, Buildings, and Equipment, Net$5,761$7,798▲ $2,037
Total Assets$50,292,523$60,667,789▲ $10,375,266
Other Assets Total$247,911$261,239▲ $13,328
Liabilities
Other Liabilities$468,173$452,799▼ $15,374
Accounts Payable and Accrued Expenses$32,486$25,071▼ $7,415
Grants Payable$151,152$20,895▼ $130,257
Total Liabilities$651,811$498,765▼ $153,046
Net Assets / Fund Balance
Unrestricted Net Assets$49,629,068$60,150,320▲ $10,521,252
Temporarily Rstr Net Assets$11,644$18,704▲ $7,060
Total Net Assets Fund Balance$49,640,712$60,169,024▲ $10,528,312
Total Liabilities and Net Assets / Fund Balance$50,292,523$60,667,789▲ $10,375,266

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,798$35,986$43,784

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$42,350,013$3,026,264▲ $3,851,168$468,322$47,013,569
2016$37,161,711$2,439,944▲ $4,843,789$394,756$42,350,013
2015$34,442,391$5,195,758▼ $510,919$352,141$37,161,711
2014$34,998,100$810,238▲ $231,689$170,607$34,442,391
2013$30,178,495$1,799,635▲ $4,725,421$165,258$34,998,100
Compensation and Service Providers
Top Officer Pay11th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bernard StoryPresident & CEOFT$121,810$20,973$142,783
Trisha HigginsVice President & CFOFT$99,457$7,325$106,782

Board Members and Trustees

NameTitle
W Beall Fowler PhdChairman
Thomas L CampbellVice Chairman
Antonia GrifoGovernor
Bonnie S CoyleGovernor
Camille EyvazzadehGovernor
Cynthia Lambert DurhamGovernor
Elizabeth MarconGovernor
Geoffrey BordaGovernor
James MargolisGovernor
Jennifer L MannGovernor
Luis CamposGovernor
Melinda StumpfGovernor
Meredith D RettaliataGovernor
Michael StershicGovernor
Sandra BodnykGovernor
Veronica GonzalezGovernor
William K MurphyGovernor
Matthew SorrentinoSecretary
Denise M BlewTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$11,271,176
Program Service Revenue
$913
Investment Income
$3,559,272
Other Revenue
$0
All Other Contributions
$11,271,176
Change in Net Assets
$9,700,151

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded25$7,953,501Fair Market Value (FMV) at Gift Date
Total Noncash Contributions25$7,953,501-

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,596,260
Revenue Not Reported on Financial Statements
$235,101
Revenue Not Reported on Form 990
$602,862
Other Revenue Adjustments
$235,101
Total Revenue per Audited Statements
$15,199,122
Total Revenue per Form 990
$14,831,361
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,029,428
Salaries, Compensation, and Employee Benefits$553,662
Other Expenses$548,120
Total Fundraising Expense$279,549
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,023,428--$4,023,428
Fees for Service Investment Mgmnt Fees$325,503--$325,503
Current Officers, Directors, Trustees, and Key Employees$128,383$51,652$69,530$249,565
Other Salaries and Wages$92,059$37,477$89,283$218,819
Occupancy$32,193$15,471$23,617$71,281
Other Employee Benefits$13,925$9,713$17,308$40,946
Payroll Taxes$17,870$7,366$13,140$38,376
Fees for Services Other$17,620$1,856$12,104$31,580
Conferences and Meetings$8,445$8,041$9,663$26,149
Advertising$493-$23,675$24,168
Information Technology$11,367$4,176$5,768$21,311
Fees for Services Accounting-$16,000-$16,000
Office Expenses$5,546$1,732$4,288$11,566
Other Expenses$4,775$555$4,808$10,138
Foreign Grants$6,000--$6,000
Pension Plan Contributions$1,954$298$3,704$5,956
Travel$1,321$2,697$1,136$5,154
Insurance$1,382$569$1,016$2,967
Depreciation Depletion$692$285$509$1,486
Fees for Services Legal-$817-$817
Total Functional Expenses$4,692,956$158,705$279,549$5,131,210

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,131,210
Total Expenses per Audited Statements$4,805,707
Expenses per Audited Statements$4,774,222
Expenses Not Reported on Financial Statements$356,988
Other Expense Adjustments$356,988
Expenses Not Reported on Form 990$31,485
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
United Way of the Greater Lehigh ValleyAllentown, PA501(c)(3)General Support, Health Care Initiatives$651,760
Lafayette CollegeEaston, PA501(c)(3)Capital Campaign$250,000
City of EastonEaston, PA501(c)(3)Community Development$125,000
Lehigh Valley HospitalAllentown, PA501(c)(3)SCHOLARSHIPS; PROGRAM SUPPORT$108,550
Guiding Eyes for the Blind IncYorktown Heights, NY501(c)(3)Program Support$103,000
Salvation Army Greater PhiladelphiaPhiladelphia, PA501(c)(3)Human Services$88,020
Good Shepherd Rehabilitation NetworkAllentown, PA501(c)(3)Human Services$87,630
Moravian Village of BethlehemBethlehem, PA501(c)(3)Program Support$86,550
Deborah Hospital FoundationBrowns Mills, NJ501(c)(3)Program Support$75,000
ST LUKE'S UNIVERSITY HOSPITALBethlehem, PA501(c)(3)Program Support$72,000
Congregation Keneseth IsraelAllentown, PA501(c)(3)General Support$67,640
Casa Guadalupe CenterAllentown, PA501(c)(3)Program Support$53,743
Villanova UniversityVillanova, PA501(c)(3)General Support$50,000
Da Vinci Science CenterAllentown, PA501(c)(3)Program Support$47,450
Greater Easton Development PartnershipEaston, PA501(c)(3)Community Development$45,000
New Bethany MinistriesBethlehem, PA501(c)(3)General Support$38,310
Bach Choir of BethlehemBethlehem, PA501(c)(3)Arts, Culture$37,000
Historic Bethlehem Partnership IncBethlehem, PA501(c)(3)Capital Improvements, General Support$36,365
State Theatre Center for the Arts IncEaston, PA501(c)(3)General Support, Capital Improvements$35,500
Civic Theatre of AllentownAllentown, PA501(c)(3)Program Support$35,250
Lehigh Valley Charter High School for the ArtsBethlehem, PA501(c)(3)Scholarships and Program Support$33,780
Moravian AcademyBethlehem, PA501(c)(3)Educational$31,500
Desales UniversityCenter Valley, PA501(c)(3)Educational$30,400
Arts QuestBethlehem, PA501(c)(3)General, Capital Improvements$30,000
First Presbyterian Church of AllentownAllentown, PA501(c)(3)GENERAL SUPPORT; CAPITAL IMPROVEMENTS$28,280
The Juilliard SchoolNew York, NY501(c)(3)Scholarships$28,275
West Chester University FoundationWest Chester, PA-Scholarships$28,275
St James Lutheran ChurchCoopersburg, PA501(c)(3)General Support$27,000
Community Bike WorksAllentown, PA501(c)(3)Program Support$26,000
Hispanic Center Lehigh ValleyBethlehem, PA501(c)(3)Program Support$26,000
Meals on Wheels of Lehigh CountyAllentown, PA501(c)(3)General and Program Support$25,300
Lehigh Gap Nature CenterSlatington, PA501(c)(3)Program Support$25,250
Fordham UniversityNew York, NY501(c)(3)Scholarship Fund$25,000
Jerusalem Fund IncLakewood, NJ501(c)(3)General Support$25,000
Effort United Methodist ChurchEffort, PA501(c)(3)Technology Support$22,744
ST LUKE'S SCHOOL OF NURSINGBethlehem, PA501(c)(3)Scholarships$22,210
Community Action Development Corporation of BethlehemBethlehem, PA501(c)(3)Program Support$21,940
Muhlenberg CollegeAllentown, PA501(c)(3)Educational$21,580
Mount Pocono United Methodist ChurchMt Pocono, PA501(c)(3)Community Development$21,000
Pennridge Community CenterPerkasie, PA501(c)(3)Programming and Outreach$20,850
Wildlands ConservancyEmmaus, PA-Environmental$20,200
American Red Cross of the PoconosStroudsburg, PA501(c)(3)Disaster Relief, General Fund$20,000
Housing Association & Development CorporationAllentown, PA501(c)(3)Program Support$20,000
The Baum School of ArtAllentown, PA501(c)(3)General Support$20,000
ST STEPHEN'S EVANGELICAL LUTHERAN CHURCHBethlehem, PA501(c)(3)General Support$18,000
LEHIGH VALLEY CHILDREN'S CENTERS INCAllentown, PA501(c)(3)General Support$17,610
University of PennsylvaniaPhiladelphia, PA501(c)(3)General Support$15,670
Second Harvest Food Bank of Lehigh Valley & Northeastern PaNazareth, PA501(c)(3)General Support, Capital Improvements$15,425
Allentown School District FoundationAllentown, PA501(c)(3)Educational Programs$15,000
Touchstone TheatreBethlehem, PA501(c)(3)Program Support$15,000
Northampton Community College FoundationBethlehem, PA501(c)(3)Educational$14,040
Northeast MinistryBethlehem, PA501(c)(3)Program Support$14,030
Jewish Community Center of Allentown PaAllentown, PA501(c)(3)Program Support, Scholarships$14,000
Leader Lehigh ValleyAllentown, PA501(c)(3)Program Support$13,985
Central Moravian ChurchBethlehem, PA501(c)(3)General Support$13,000
Church of the Assumption BvmBethlehem, PA501(c)(3)General Support$12,500
Berks EncoreReading, PA501(c)(3)Meals on Wheels Program$12,000
Bradbury-sullivan Lgbt Community CenterAllentown, PA501(c)(3)Program Support$11,800
Boys & Girls Club of BethlehemBethlehem, PA501(c)(3)General Support$11,075
Lehigh Carbon Community College FoundationSchnecksville, PA501(c)(3)Program Support$11,000
Meals on Wheels of Northampton CountyBethlehem, PA501(c)(3)Program Support$10,300
Camp Compass IncAllentown, PA501(c)(3)General Support$10,080
Allentown Public LibraryAllentown, PA501(c)(3)Capital Campaign for Hvac System$10,000
BEL CANTO CHILDREN'S CHORUS OF THE BACH CHOIR OF BETHLEHEMBethlehem, PA501(c)(3)Scholarships$10,000
Bethlehem Economic Development CorporationBethlehem, PA501(c)(3)Community Development$10,000
Cedar Crest CollegeAllentown, PA501(c)(3)Educational$10,000
Diocese of AllentownAllentown, PA501(c)(3)Program Support$10,000
Life ChurchAllentown, PA501(c)(3)General Support$10,000
Moringstar Senior Living FoundationNazareth, PA501(c)(3)Program Support$10,000
Ohr Torah StoneNew York, NY501(c)(3)General Support$10,000
Repertory Dance TheatreAllentown, PA501(c)(3)Scholarships$10,000
The Literacy CenterAllentown, PA501(c)(3)Program Support$10,000
Valley Against Sex TraffickingAllentown, PA501(c)(3)Program Support$10,000
University of PittsburghPittsburgh, PA501(c)(3)Scholarships$9,710
Community Music SchoolAllentown, PA501(c)(3)GENERAL SUPPORT; SCHOLARSHIPS$9,250
Community Services for ChildrenAllentown, PA501(c)(3)Program Support$9,210
Center for Vision LossAllentown, PA501(c)(3)General Support$9,030
Via of the Lehigh Valley IncBethlehem, PA501(c)(3)General Support$8,960
Heritage ConservancyDoylestown, PA501(c)(3)Program Support$8,200
Equi-librium IncNazareth, PA501(c)(3)General Support$8,160
Northampton County Bar AssociationEaston, PA501(c)(3)Program Support$8,065
The School Sisters of Saint FrancisBethlehem, PA501(c)(3)Program Support$8,000
The Center for Animal Health & WelfareEaston, PA501(c)(3)Program Support$7,800
Bethany United Church of ChristBethlehem, PA501(c)(3)General Support$7,500
Hamilton CollegeClinton, NY501(c)(3)Scholarships$7,500
Semper Fi FundOceanside, CA501(c)(3)General Support$7,500
Valor Clinic FoundationBrodheadsville, PA501(c)(3)Program Support$7,500
Allentown Rescue MissionAllentown, PA501(c)(3)GENERAL SUPPORT; HOMELESSNESS PROGRAM$7,105
United Friends School of the Greater Lehigh ValleyQuakertown, PA501(c)(3)General Support$7,000
Everlasting Life MinistriesAllentown, PA501(c)(3)Program Support$6,900
Diakon Lutheran Social MinistriesAllentown, PA501(c)(3)Program Support$6,420
Burnside Plantation IncBethlehem, PA501(c)(3)General Support$6,040
Visiting Nurse Association of St LukesBethlehem, PA-Human Services$6,000
Volunteer Center of the Lehigh ValleyBethlehem, PA-Program Support$6,000
Lehigh County Historical SocietyAllentown, PA501(c)(3)Program Support$5,500
Allentown Symphony AssociationAllentown, PA501(c)(3)El Sistema Program$5,250
Easton Area Public LibraryEaston, PA501(c)(3)General Support$5,250
Trinity United Methodist ChurchPoint Pleasant, WV501(c)(3)General Support$5,225
National Museum of Industrial HistoryBethlehem, PA501(c)(3)General Support$5,100
Allentown School DistrictAllentown, PA501(c)(3)High School Rowing Club$5,000
Ballet Guild of the Lehigh ValleyBethlehem, PA501(c)(3)Youth Scholarships$5,000
City of AllentownAllentown, PA501(c)(3)Community Development$5,000
Dominican Fathers Province of St JosephNew York, NY501(c)(3)Program Support$5,000
Foundation for Easton SchoolsEaston, PA501(c)(3)Program Support$5,000
Foundation for the Bethlehem Area School DistrictBethlehem, PA501(c)(3)Program Support$5,000
Hillside SchoolMacungie, PA501(c)(3)Program Support$5,000
Latino Leadership Alliance of the Lehigh ValleyAllentown, PA501(c)(3)Program Support$5,000
Lehigh Valley Wrestling ClubAllentown, PA501(c)(3)General Support$5,000
Leukemia & Lymphoma Society Eastern Pa ChapterBethlehem, PA501(c)(3)General Support$5,000
St Anthony Health FoundationLakewood, CO501(c)(3)Health Care$5,000
Village EarthFort Collins, CO501(c)(3)General Support$5,000
Watershead Coalition of the Lehigh ValleyNazareth, PA-Program Support$5,000
West Park Civic AssociationAllentown, PA-Community Development$5,000

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Liabilities Under Split Interest Agreements$452,799
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The annual form 990 is prepared by the foundation's independent auditors. After the completed form 990 is reviewed by the foundation's vice president and cfo, an electronic copy of the form is then provided to all foundation governors with a 10 day comment period before the form is filed with the irs.”

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

“All foundation governors and staff are annually provided with the foundation's comprehensive conflict of interest statement and policy and are required to complete an annual disclosure statement. The statements are reviewed and any conflicts are duly noted. Governors also disclose any conflicts with grantees at quarterly meetings of the board of governors and abstain from votes on any grants to disclosed organizations.”

Form 990, Part VI, Section B, Line 15

“Each year, management reviews all foundation employee salaries in comparison to national peer group salary data as published by the council on foundations relative. The information, along with any recommendations for salary changes, is presented to the executive committee for review and endorsement. The executive committee is responsible for approving any necessary adjustments to employee salaries to ensure that employee compensation is comparable to similarly qualified positions within the foundation's national peer group. The foundation's executive committee is responsible for annually reviewing and determining the president & ceo's annual compensation. Salary adjustments are made with reference to a defined set of expectations and performance measurements and taking into consideration the peer foundation salary data along with budgetary allowances.”

Form 990, Part VI, Section C, Line 18

“All documents are made available upon request at the organization's office.”

Form 990, Part VI, Section C, Line 19

“The foundation's policies, governing documents and audited financial statements are available to the public upon request made to the foundation. The foundation's annual report containing financial information as well as the annual form 990 are posted to the foundation's website.”

Filing and Contact Details

Filer

Filer Name
Lehigh Valley Community Foundation
EIN
23-1686634
Phone
6103515353
Address
840 W HAMILTON STREET SUITE 310, ALLENTOWN, PA 18101-2456

Signing Officer

Name
Bernard Story
Title
President & CEO
Phone
6102664284
Signed
2019-04-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bernard Story
Formed
1967
Legal Domicile
Pa
Voting Board Members
19
Independent Board Members
19
Employees
11
Volunteers
104

Preparer

Firm
Herbein Company Inc
Address
2763 CENTURY BOULEVARD, READING, PA 19610
Preparer
Linda S Himeback CPA
Phone
6103781175
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 6 - DESCRIPTION OF ORGANIZATION'S VOLUNTEERS:

“The number of volunteers includes members of the foundation's board of governors, professional advisors (accountants, attorneys, investment advisors and financial planners) who serve on the foundation's professional advisors council, and community volunteers who serve on various committees responsible for reviewing grant applications and selecting annual grant recipients.”

FORM 990, PART XI, LINE 9:

“Change in life expectancy -4,124. Change in csv 13,328. Change in agency funds -46,054.”

Form 990, Part XII, Line 2C, Audit Oversight

“The audit oversight process has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“Endowment funds include those funds established to provide grants to charitable organizations in perpetuity. Funds are invested based on a long-term perspective, and grants are made annually based on the applicable spending policy rate adopted each year by the board of governors.”

PART X, LINE 2:

“In accordance with generally accepted accounting principles, the foundation accounts for uncertain tax positions relative to unrelated business income, if any, as required.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of split interest agreements -4,124. Investment fees -318,569. Unrealized gains on agency funds 6,934. Agency investment fees -6,934. Administrative fees 15,731. Change in csv 13,328.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Agency funds included in contributions 31,495. Investment income from agency funds 79,128. Realized gains(losses)from agency funds 124,478.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“FUND EXPENSES”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Grants from agency funds 31,485. Investment fees 325,503.”

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IRS990/Desc0DURING FISCAL YEAR 2018, THE FOUNDATION MADE 600 GRANTS TOTALING OVER $4 MILLION. OVER 315 NON-PROFIT ORGANIZATIONS RECEIVED GRANTS IN THE AREAS OF THE ARTS AND CULTURE, HISTORY AND HERITAGE, EDUCATION, COMMUNITY DEVELOPMENT, ENVIRONMENT AND SCIENCE, HEALTH CARE AND HUMAN SERVICES. THE FOUNDATION ALSO CONCLUDED THE CELEBRATION OF ITS 50TH ANNIVERSARY WITH ITS SPECIAL 'BE THE SPARK' GRANTMAKING CAMPAIGN TO HELP SPARK AWARENESS, CONNECTION, AND CHANGE. A TOTAL OF $150,000 IN GRANTS WERE AWARDED TO 14 GRANTEES WITH PROGRAMS THAT FOCUSED ON THREE SELECTED ISSUES: ENVIRONMENT & SUSTAINABILITY, HUMAN TRAFFICKING, AND VETERAN'S AFFAIRS.SEE CONTINUATION ON SCHEDULE O.THE FOUNDATION OFFERS A VARIETY OF PHILANTHROPIC GIVING OPPORTUNITIES TO MULTIPLE TYPES OF DONORS AND MAKES GRANTS TO A WIDE VARIETY OF CHARITABLE ORGANIZATIONS THROUGHOUT THE REGION. IN ORDER TO CONNECT DONORS WITH CAUSES THAT MATTER TO THEM, THE FOUNDATION CONTINUES TO PROMOTE COLLABORATION IN THE COMMUNITY AND TO SERVE AS A CENTER OF EXPERTISE REGARDING CHARITABLE GIVING AND COMMUNITY KNOWLEDGE. THE FOUNDATION'S COMMUNITY KNOWLEDGE AND EXPERTISE IS CONTINUALLY ENHANCED THROUGH SEVERAL ONGOING EFFORTS. THESE EFFORTS INCLUDE: MEETINGS WITH LEADERSHIP OF CHARITABLE ORGANIZATIONS TO HELP GATHER IMPORTANT INFORMATION ABOUT THE VARIETY AND QUALITY OF CHARITABLE CAUSES AND NEEDS ACROSS THE REGION; PARTICIPATION IN COMMUNITY INITIATIVES; HOSTING EVENTS AND CONVENING COMMUNITY-WIDE DISCUSSIONS ABOUT PHILANTHROPY AND CROSS-SECTOR INFORMATION GATHERING; WORKING WITH AREA GRANTMAKING ORGANIZATIONS TO ASSESS COMMUNITY NEEDS AND DEVELOP WAYS TO WORK COLLEGIALLY AS GRANTMAKERS IN THE COMMUNITY.
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IRS990/MissionDesc0THE PURPOSE OF THE LEHIGH VALLEY COMMUNITY FOUNDATION IS TO DEVELOP, MANAGE AND DISTRIBUTE THE PHILANTHROPHY OF A VARIETY OF DONORS IN ORDER TO IMPROVE THE QUALITY OF LIFE FOR RESIDENTS OF THE LEHIGH VALLEY.
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05161645
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01971171
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02921426
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02766606
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt024092024

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$60,667,789
Liabilities
$498,765
Net assets
$60,169,024
Revenue
$14,831,361
Expenses
$5,131,210
Net income
$9,700,151
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$77.2$0.72$76.5$10.5$8.88$1.62
2022Summary only. Only limited summary data is available for this year.$70.6$0.78$69.8$13.6$8.35$5.21
2021Summary only. Only limited summary data is available for this year.$80.7$0.67$80.1$16.9$7.01$9.91
2020Summary only. Only limited summary data is available for this year.$57.0$0.68$56.3$8.24$7.90$0.34
2019Summary only. Only limited summary data is available for this year.$58.6$0.56$58.0$5.81$8.00$2.19
2018Detailed filing. Detailed filing data is available for this year.$60.7$0.50$60.2$14.8$5.13$9.70
2017Summary only. Only limited summary data is available for this year.$50.3$0.65$49.6$8.53$6.58$1.95
2016Summary only. Only limited summary data is available for this year.$44.6$0.71$43.9$10.1$4.45$5.67
2015Summary only. Only limited summary data is available for this year.$39.7$0.67$39.1$6.77$3.59$3.18
2014Summary only. Only limited summary data is available for this year.$39.9$0.76$39.2$5.90$2.94$2.95
2013Summary only. Only limited summary data is available for this year.$35.4$1.51$33.9$5.24$4.41$0.83
2012Summary only. Only limited summary data is available for this year.$33.5$1.69$31.8$2.61$2.46$0.15
2011Summary only. Only limited summary data is available for this year.$34.0$1.65$32.3$15.5$1.64$13.8