Civic Intelligence

Wax Family Fund

990EZ • Fiscal year 2015 • EIN 23-2506745

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 15, 2016

Organization ProfileWWW.JEWISHLEHIGHVALLEY.ORG
702 North 22nd StreetAllentown, PA 18104

(610) 821-8946

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

93rd percentile

56%

Higher net margin than 93% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

81st percentile

39%

Faster asset growth than 81% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

86th percentile

50%

Faster revenue growth than 86% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$283,231

Up $80,110 (+39%) from 2014

Net Assets

Up

$283,231

Up $80,110 (+39%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin93rd percentile

Revenue

Up

$99,861

Up $33,104 (+50%) from 2014

Expenses

Down

$43,661

Down $29,662 (-40%) from 2014

Net Income

Up

$56,200

Up $62,766 (+956%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$600K$400K$200K$0Assets 2010: $28,471Liabilities 2010: $0Net Assets 2010: $28,4712010Assets 2011: $65,611Liabilities 2011: $0Net Assets 2011: $65,6112011Assets 2012: $82,983Liabilities 2012: $02012Assets 2013: $157,963Liabilities 2013: $0Net Assets 2013: $157,9632013Assets 2014: $203,121Liabilities 2014: $0Net Assets 2014: $203,1212014Assets 2015: $283,231Liabilities 2015: $0Net Assets 2015: $283,2312015Assets 2016: $233,243Liabilities 2016: $0Net Assets 2016: $233,2432016Assets 2017: $314,546Liabilities 2017: $0Net Assets 2017: $314,5462017Assets 2018: $355,327Liabilities 2018: $0Net Assets 2018: $355,3272018Assets 2019: $425,962Liabilities 2019: $0Net Assets 2019: $425,9622019Assets 2020: $470,155Liabilities 2020: $0Net Assets 2020: $470,1552020Assets 2021: $579,935Liabilities 2021: $0Net Assets 2021: $579,9352021Assets 2022: $516,781Liabilities 2022: $0Net Assets 2022: $516,7812022Assets 2023: $589,076Liabilities 2023: $0Net Assets 2023: $589,0762023

Highlighted filing

2015

Assets$283,231
Liabilities$0
Net Assets$283,231
Open 2015 Filing

Operations Trend

Revenue Growth86th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $52,061Expenses 2010: $36,054Net Income 2010: $16,0072010Revenue 2011: $74,568Expenses 2011: $50,382Net Income 2011: $24,1862011Revenue 2012: $61,778Expenses 2012: $42,989Net Income 2012: $18,7892012Revenue 2013: $84,194Expenses 2013: $34,753Net Income 2013: $49,4412013Revenue 2014: $66,757Expenses 2014: $73,323Net Income 2014: -$6,5662014Revenue 2015: $99,861Expenses 2015: $43,661Net Income 2015: $56,2002015Revenue 2016: $90,779Expenses 2016: $115,767Net Income 2016: -$24,9882016Revenue 2017: $64,133Expenses 2017: $40,345Net Income 2017: $23,7882017Revenue 2018: $9,714Expenses 2018: $35,836Net Income 2018: -$26,1222018Revenue 2019: $76,274Expenses 2019: $63,030Net Income 2019: $13,2442019Revenue 2020: $83,528Expenses 2020: $50,986Net Income 2020: $32,5422020Revenue 2021: $12,006Expenses 2021: $31,967Net Income 2021: -$19,9612021Revenue 2022: $70,116Expenses 2022: $51,616Net Income 2022: $18,5002022Revenue 2023: $62,301Expenses 2023: $52,826Net Income 2023: $9,4752023

Highlighted filing

2015

Revenue$99,861
Expenses$43,661
Net Income$56,200
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 15, 2016
Return Version
2014v6.0
Gross Receipts
$100,829
Mission and Program Overview

Mission

To raise funds for charitable, educational, and religious purposes.

Program Services

DescriptionGrantsExpenses
TO RAISE FUNDS FOR CHAIRTABLE, EDUCATIONAL, AND RELIGIOUS PURPOSES.$41,892$41,892
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DR MICHAEL UFBERGPresident-$0--
EILEEN UFBERGVice President-$0--
DR SAM BUBSecretary-$0--
MARK L GOLDSTEINAssistant Secretary/Treasu-$0--
STANLEY H WAXChairman-$0--
VICKI WAXVice Chairman-$0--
SYLVIA BUBDirector-$0--
NANCY WAX GOLDMANDirector-$0--
ROBERT L WAXDirector-$0--
Filing and Contact Details

Filer

Filer Name
Wax Family Fund
EIN
23-2506745
Phone
6108218946
Address
702 NORTH 22ND STREET, ALLENTOWN, PA 18104

Signing Officer

Name
Mark L Goldstein
Title
Assistant Secretary
Phone
6108218946
Signed
2016-01-15
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest and dividends. Amount: 2.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable organization. Grantee name: temple beth el. Grantee address: 1305 springhouse rd allentown, pa 18104. Property description: cash. Date of gift: 12/31/14. Amount given: 1,725.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable organization. Grantee name: jewish federation of the lehigh valley. Grantee address: 702 n. 22nd street allentown, pa 18104. Property description: cash. Date of gift: 12/31/14. Amount given: 15,080.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable organization. Grantee name: muhlenberg college hillel. Grantee address: 2400 chew street allentown, pa 18104. Property description: cash. Date of gift: 12/31/14. Amount given: 707.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable organization. Grantee name: jewish day school of allentown. Grantee address: 2313 pennsylvania st allentown, pa 18104. Property description: cash. Date of gift: 12/31/14. Amount given: 10,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable organization. Grantee name: chabad lubavitch of allentown. Grantee address: 1260 buck trail rd allentown, pa 18104. Property description: cash. Date of gift: 12/31/14. Amount given: 1,250.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable organization. Grantee name: jcc of allentown. Grantee address: 702 n. 22nd street allentown, pa 18104. Property description: cash. Date of gift: 12/31/14. Amount given: 1,200.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable organization. Grantee name: alexander muss institute for israel education inc. Grantee address: 78 randall ave rockville centre, ny 11570. Property description: cash. Date of gift: 12/31/14. Amount given: 500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable organization. Grantee name: various organizations. Property description: cash. Date of gift: 12/31/14. Amount given: 800.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable organization. Grantee name: jewish family service of the lehigh valley. Grantee address: 2004 w allen st allentown, pa 18104. Property description: cash. Date of gift: 12/31/14. Amount given: 100.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable organization. Grantee name: fjc - a foundation of philanthropic funds. Grantee address: 520 eighth avenue, 20th floor new york, ny 10018. Property description: cash. Date of gift: 12/31/14. Amount given: 2,500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable organization. Grantee name: congregation kehillat israel. Grantee address: 2014 forest road lansing, mi 48910. Property description: cash. Date of gift: 12/31/14. Amount given: 530.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable organization. Grantee name: friends of yad sarah. Grantee address: 450 park avenue, 7th floor new york, ny 10022. Property description: cash. Date of gift: 12/31/14. Amount given: 2,500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable organization. Grantee name: neve michael childrens village. Grantee address: po box 260067 pembroke pnes, fl 33026. Property description: cash. Date of gift: 12/31/14. Amount given: 2,500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable organization. Grantee name: american technion society. Grantee address: 55 east 59th street new york, ny 10022. Property description: cash. Date of gift: 12/31/14. Amount given: 1,500.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: charitable organization. Grantee name: american associates ben - gurion university. Grantee address: 1001 ave of americas, 19th floor new york , ny 10018. Property description: cash. Date of gift: 12/31/14. Amount given: 1,000. Total included on form 990-ez, line 10: 41,892.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: state filing fee. Amount: 100. Description: miscellaneous expenses. Amount: 1,669. Total to form 990-ez, line 16: 1,769.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized gains on investment held by jewish federation of lehigh valley. Amount: 23,910.”

Raw XML Appendix222 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JEWISH FEDERATION OF THE LEHIGH VALLEY
IRS990EZ/BooksInCareOfDetail/PhoneNum06108215500
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0702 N 22ND STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALLENTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd018104
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0203121
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0283231
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0100827
IRS990EZ/CostOrOtherBasisExpenseSaleAmt0968
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt056200
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0203121
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0283231
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-968
IRS990EZ/GrantsAndSimilarAmountsPaidAmt041892
IRS990EZ/GrossReceiptsAmt0100829
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0203121
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0283231
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0203121
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0283231
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DR MICHAEL UFBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1EILEEN UFBERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DR SAM BUB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARK L GOLDSTEIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STANLEY H WAX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5VICKI WAX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SYLVIA BUB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7NANCY WAX GOLDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8ROBERT L WAX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ASSISTANT SECRETARY/TREASU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt023910
IRS990EZ/OtherExpensesTotalAmt01769
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE FUNDS FOR CHARITABLE, EDUCATIONAL, AND RELIGIOUS PURPOSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO RAISE FUNDS FOR CHAIRTABLE, EDUCATIONAL, AND RELIGIOUS PURPOSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt041892
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt041892
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt043661
IRS990EZ/TotalProgramServiceExpensesAmt041892
IRS990EZ/TotalRevenueAmt099861
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.JEWISHLEHIGHVALLEY.ORG
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0236396949
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt015080
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0JEWISH FEDERATION OF THE LEHIGH VALLEY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt015080
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST AND DIVIDENDS. AMOUNT: 2.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: TEMPLE BETH EL. GRANTEE ADDRESS: 1305 SPRINGHOUSE RD ALLENTOWN, PA 18104. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/31/14. AMOUNT GIVEN: 1,725.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: JEWISH FEDERATION OF THE LEHIGH VALLEY. GRANTEE ADDRESS: 702 N. 22ND STREET ALLENTOWN, PA 18104. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/31/14. AMOUNT GIVEN: 15,080.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: MUHLENBERG COLLEGE HILLEL. GRANTEE ADDRESS: 2400 CHEW STREET ALLENTOWN, PA 18104. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/31/14. AMOUNT GIVEN: 707.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: JEWISH DAY SCHOOL OF ALLENTOWN. GRANTEE ADDRESS: 2313 PENNSYLVANIA ST ALLENTOWN, PA 18104. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/31/14. AMOUNT GIVEN: 10,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: CHABAD LUBAVITCH OF ALLENTOWN. GRANTEE ADDRESS: 1260 BUCK TRAIL RD ALLENTOWN, PA 18104. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/31/14. AMOUNT GIVEN: 1,250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: JCC OF ALLENTOWN. GRANTEE ADDRESS: 702 N. 22ND STREET ALLENTOWN, PA 18104. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/31/14. AMOUNT GIVEN: 1,200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: ALEXANDER MUSS INSTITUTE FOR ISRAEL EDUCATION INC. GRANTEE ADDRESS: 78 RANDALL AVE ROCKVILLE CENTRE, NY 11570. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/31/14. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: VARIOUS ORGANIZATIONS. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/31/14. AMOUNT GIVEN: 800.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: JEWISH FAMILY SERVICE OF THE LEHIGH VALLEY. GRANTEE ADDRESS: 2004 W ALLEN ST ALLENTOWN, PA 18104. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/31/14. AMOUNT GIVEN: 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: FJC - A FOUNDATION OF PHILANTHROPIC FUNDS. GRANTEE ADDRESS: 520 EIGHTH AVENUE, 20TH FLOOR NEW YORK, NY 10018. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/31/14. AMOUNT GIVEN: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: CONGREGATION KEHILLAT ISRAEL. GRANTEE ADDRESS: 2014 FOREST ROAD LANSING, MI 48910. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/31/14. AMOUNT GIVEN: 530.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: FRIENDS OF YAD SARAH. GRANTEE ADDRESS: 450 PARK AVENUE, 7TH FLOOR NEW YORK, NY 10022. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/31/14. AMOUNT GIVEN: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: NEVE MICHAEL CHILDRENS VILLAGE. GRANTEE ADDRESS: PO BOX 260067 PEMBROKE PNES, FL 33026. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/31/14. AMOUNT GIVEN: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: AMERICAN TECHNION SOCIETY. GRANTEE ADDRESS: 55 EAST 59TH STREET NEW YORK, NY 10022. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/31/14. AMOUNT GIVEN: 1,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15ACTIVITY CLASSIFICATION: CHARITABLE ORGANIZATION. GRANTEE NAME: AMERICAN ASSOCIATES BEN - GURION UNIVERSITY. GRANTEE ADDRESS: 1001 AVE OF AMERICAS, 19TH FLOOR NEW YORK , NY 10018. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/31/14. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 41,892.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16DESCRIPTION: STATE FILING FEE. AMOUNT: 100. DESCRIPTION: MISCELLANEOUS EXPENSES. AMOUNT: 1,669. TOTAL TO FORM 990-EZ, LINE 16: 1,769.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17DESCRIPTION: UNREALIZED GAINS ON INVESTMENT HELD BY JEWISH FEDERATION OF LEHIGH VALLEY. AMOUNT: 23,910.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK L GOLDSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTANT SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum06108218946
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WAX FAMILY FUND
ReturnHeader/Filer/BusinessNameControlTxt0WAXF
ReturnHeader/Filer/EIN0232506745
ReturnHeader/Filer/PhoneNum06108218946
ReturnHeader/Filer/USAddress/AddressLine1Txt0702 NORTH 22ND STREET
ReturnHeader/Filer/USAddress/CityNm0ALLENTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd018104
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232108173
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REINSEL KUNTZ LESHER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01330 BROADCASTING ROAD PO BOX 7008
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WYOMISSING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0196106008
ReturnHeader/PreparerPersonGrp/PhoneNum06103761595
ReturnHeader/PreparerPersonGrp/PreparationDt02016-01-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0REBECCA A CLOUSER
ReturnHeader/ReturnTs02016-01-15T14:14:21-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$283,231
Liabilities
$0
Net assets
$283,231
Revenue
$99,861
Expenses
$43,661
Net income
$56,200
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$5.89$0.00$5.89$0.62$0.53$0.09
2022Summary only. Only limited summary data is available for this year.$5.17$0.00$5.17$0.70$0.52$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.80$0.00$5.80$0.12$0.32$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.70$0.00$4.70$0.84$0.51$0.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.26$0.00$4.26$0.76$0.63$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.55$0.00$3.55$0.10$0.36$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.15$0.00$3.15$0.64$0.40$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.33$0.00$2.33$0.91$1.16$0.25
2015Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$1.00$0.44$0.56
2014Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.67$0.73$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.58$0.00$1.58$0.84$0.35$0.49
2012Summary only. Only limited summary data is available for this year.$0.83$0.00$0.62$0.43$0.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.00$0.66$0.75$0.50$0.24
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.00$0.28$0.52$0.36$0.16
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits