Jewish Federation Of The Lehigh Valley
- Assets
- $42.3m
- Revenue
- $4.7m
- Investments
- $5.2m
- Employees
- 13
- Location
- Allentown, PA
- Founding
- 02/1952
- Data as of
- 06/2021
- EIN
- 23-6396949
Organization Overview
Jewish Federation Of The Lehigh Valley is located in Allentown, PA. The organization was established in 1952. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 06/2021, Jewish Federation Of The Lehigh Valley employed 13 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Jewish Federation Of The Lehigh Valley is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, Jewish Federation Of The Lehigh Valley generated $4.7m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 8.3% each year. All expenses for the organization totaled $3.8m during the year ending 06/2021. While expenses have increased by 1.8% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Jewish Federation Of The Lehigh Valley has awarded 71 individual grants totaling $12,884,022. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
RAISES FUNDS FOR DISTRIBUTION TO THE JEWISH FEDERATIONS OF NORTH AMERICA AND OTHER JEWISH AND NON-JEWISH CHARITIES
Describe the Organization's Program Activity:
IN FISCAL YEAR ENDING JUNE 30, 2021, THE FEDERATION SUPPORTED 11 ORGANIZATIONS AND OVER 9000 INDIVIDUALS IN THE ADVANCEMENT OF JEWISH CORE VALUES WHICH INCLUDE EDUCATION AND COMMUNITY ENGAGEMENT FUNDING.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jerlyn Zimmerman Executive Director | Officer | 40 | $195,580 |
Beth Kozinn Vice-President | OfficerTrustee | 1 | $0 |
Robert Wax Vice-President | OfficerTrustee | 1 | $0 |
Iris Epstein Treasurer | OfficerTrustee | 1 | $0 |
Aliette Abo Vice-President | OfficerTrustee | 1 | $0 |
Eric J Fels Vice-President | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $2,268,152 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $180,100 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,189,583 |
| Noncash contributions included in lines 1a–1f | $247,492 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $3,637,835 |
| Total Program Service Revenue | $0 |
| Investment income | $734,930 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $329,642 |
| Net Income from Fundraising Events | $9,889 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | -$91,756 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $4,686,430 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $2,675,275 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $203,992 |
| Compensation of current officers, directors, key employees. | $30,599 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $492,426 |
| Pension plan accruals and contributions | $37,367 |
| Other employee benefits | $96,484 |
| Payroll taxes | $45,381 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $252 |
| Fees for services: Accounting | $9,236 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $64,975 |
| Fees for services: Other | $0 |
| Advertising and promotion | $7,735 |
| Office expenses | $7,089 |
| Information technology | $32,696 |
| Royalties | $0 |
| Occupancy | $34,257 |
| Travel | $21 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $42,080 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $4,838 |
| Insurance | $15,279 |
| All other expenses | -$40,849 |
| Total functional expenses | $3,755,705 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $873,987 |
| Savings and temporary cash investments | $103,034 |
| Pledges and grants receivable | $938,767 |
| Accounts receivable, net | $13,622 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $838,440 |
| Inventories for sale or use | $8,332 |
| Prepaid expenses and deferred charges | $14,865 |
| Net Land, buildings, and equipment | $10,771 |
| Investments—publicly traded securities | $34,096,951 |
| Investments—other securities | $5,166,387 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $190,335 |
| Total assets | $42,255,491 |
| Accounts payable and accrued expenses | $56,207 |
| Grants payable | $1,704,006 |
| Deferred revenue | $21,472 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $16,296,166 |
| Total liabilities | $18,077,851 |
| Net assets without donor restrictions | $16,401,997 |
| Net assets with donor restrictions | $7,775,643 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $42,255,491 |
Grants Awarded
Over the last fiscal year, Jewish Federation Of The Lehigh Valley has awarded $1,682,101 in support to 8 organizations.
| Grant Recipient | Amount |
|---|---|
New York, NY PURPOSE: ADVANCEMENT AND SUPPORT OF JEWISH EDUCATION IN COMMUNITY | $779,660 |
Allentown, PA PURPOSE: ADVANCEMENT AND SUPPORT OF JEWISH EDUCATION IN COMMUNITY | $358,393 |
Allentown, PA PURPOSE: ADVANCEMENT AND SUPPORT OF JEWISH EDUCATION IN COMMUNITY | $311,511 |
Allentown, PA PURPOSE: SUPPORT OF JEWISH SENIOR AND SOCIAL ACTIVITIES IN COMMUNITY | $181,605 |
Bethlehem, PA PURPOSE: ADVANCEMENT AND SUPPORT OF JEWISH EDUCATION IN COMMUNITY | $21,500 |
Allentown, PA PURPOSE: ADVANCEMENT AND SUPPORT OF JEWISH EDUCATION IN COMMUNITY | $15,432 |
Grants Recieved
Over the last fiscal year, we have identified 17 grants that Jewish Federation Of The Lehigh Valley has recieved totaling $628,626.
| Awarding Organization | Amount |
|---|---|
Charles & Figa Kline Foundation Allentown, PA PURPOSE: UNRESTRICTED | $154,600 |
Shaffer Family Charitable Trust Bethlehem, PA PURPOSE: UNRESTRICTED USE BY DONEE | $125,000 |
Ross J Born And Wendy G Born Charitable Trust Longboat Key, FL PURPOSE: UNRESTRICTED USE BY DONEE | $107,230 |
Gaines Family Foundation Allentown, PA PURPOSE: EDUCATION | $50,000 |
United Way Of The Greater Lehigh Valley Allentown, PA PURPOSE: DONOR DESIGNATED FOR GENERAL SUPPORT | $38,107 |
Cumberland Community Foundation Inc Fayetteville, NC PURPOSE: CHARITABLE GIFT | $32,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Lighthouse Guild International Inc New York, NY | $511,507,297 | $10,629,551 |
North Star Fund Inc New York, NY | $26,831,975 | $32,265,698 |
United Way Of Bergen County Paramus, NJ | $30,271,619 | $16,270,987 |
Associated Black Charities Inc Baltimore, MD | $5,817,793 | $15,343,076 |
Youngstown Area Jewish Federation Youngstown, OH | $17,153,890 | $18,773,447 |
United Way Of Buffalo And Erie County Buffalo, NY | $31,555,637 | $14,020,396 |
United Way Of Long Island Deer Park, NY | $13,444,061 | $14,770,315 |
United Way Of Berks County Reading, PA | $37,493,734 | $14,271,656 |
Keren Hayeshivot Trust Brooklyn, NY | $1,238,192 | $11,653,329 |
Jewish Federation Of Northern New Jersey Inc Paramus, NJ | $65,504,215 | $14,848,347 |
Columbus Jewish Foundation Columbus, OH | $166,718,528 | $14,799,301 |
Ovarian Cancer Research Fund Inc New York, NY | $32,985,153 | $13,088,201 |