WAX FAMILY FUND

EIN: 232506745 501(c)(3)

ALLENTOWN, PA

Total Revenue
$127,896
Total Expenses
$54,164
Total Assets
$718,725
Net Assets
$718,725
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1987
Legal Domicile
PA
Principal Officer
JERILYN ZIMMERMAN
Phone
6108218946
Tax Period
2024-07-01 to 2025-06-30

WAX FAMILY FUND, founded in 1987, is a small nonprofit that reported $128K in total revenue in fiscal year 2024. Revenue surged 117% from the prior year, signaling strong growth momentum. The organization ran a surplus of $74K, a strong 58% operating margin.

Mission

TO RAISE FUNDS FOR CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES IN SUPPORT OF THE JEWISH FEDERATION OF THE LEHIGH VALLEY AND ITS MISSION.

Program Service Accomplishments

Program 1
Expenses: $50,088

TO RAISE FUNDS FOR CHAIRTABLE, EDUCATIONAL, AND RELIGIOUS PURPOSES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $53,794
Program Service Revenue $0
Investment Income $74,102
Other Revenue $0
TOTAL REVENUE $127,896

Expense Breakdown

Grants Paid $50,088
Salaries & Benefits $0
Fundraising Expenses $100
Program Expenses $50,088
Other Expenses $4,076
TOTAL EXPENSES $54,164

Year-over-Year Comparison

2024 2023 Change
Revenue $127,896 $58,915 +1.2%
Expenses $54,164 $88,492 -0.4%
Net Income $73,732 $-29,577 -3.5%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Governance

Voting Members
7
Independent Members
6
Employees
N/A
Volunteers
6

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
⚠ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$225,441
Total Directors
7
$225,441
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
VICKI WAX PRESIDENT 0.25
Officer Director
$0 $0 $0
EILEEN UFBERG VICE PRESIDENT 0.25
Officer Director
$0 $0 $0
SAM BUB MD SECRETARY 0.25
Officer Director
$0 $0 $0
JERILYN ZIMMERMAN TREASURER/DIRECTOR 0.25
Officer Director
$0 $14,519 $225,441
SYLVIA BUB DIRECTOR 0.25
Director
$0 $0 $0
NANCY WAX GOLDMAN DIRECTOR 0.25
Director
$0 $0 $0
ROBERT WAX DIRECTOR 0.25
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $127,896 $54,164 $718,725 $73,732
2024 $58,915 $88,492 $642,464 $-29,577
2023 $62,301 $52,826 $589,076 $9,475
2022 $70,116 $51,616 $516,781 $18,500
2021 $12,006 $31,967 $579,935 $-19,961
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