JEWISH FEDERATION OF THE LEHIGH VALLEY (EIN 236396949) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1948

Legal Domicile

Principal Officer

JERILYN ZIMMERMAN

Phone

6108215500

Tax Period

2023-07-01 to 2024-06-30

JEWISH FEDERATION OF THE LEHIGH VALLEY, founded in 1948, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $7.2M in total revenue in fiscal year 2023. Revenue surged 129% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.1M, a strong 29% operating margin.

Mission

RAISES FUNDS FOR DISTRIBUTION TO THE JEWISH FEDERATIONS AND OTHER JEWISH AND NON-JEWISH CHARITIES

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,571,284

Program Service Revenue $0

Investment Income $1,725,355

Other Revenue $-58,921

TOTAL REVENUE $7,237,718

Expense Breakdown

Grants Paid $3,816,694

Salaries & Benefits $872,694

Fundraising Expenses $360,800

Program Expenses $4,185,942

Other Expenses $439,690

TOTAL EXPENSES $5,129,078

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,237,718	$3,165,180	+1.3%
Expenses	$5,129,078	$4,133,663	+0.2%
Net Income	$2,108,640	$-968,483	-3.2%

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

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

150

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

$219,081

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT WAX	PRESIDENT	1.00	Officer Director	$0	$0	$0
ALIETTE ABO	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
BILL MARKSON	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
ISRAEL ZIGHELBOIM	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
IRIS EPSTEIN	TREASURER	1.00	Officer Director	$0	$0	$0
BETH KOZINN	SECRETARY	1.00	Officer Director	$0	$0	$0
GARY FROMER	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
BARRY HALPER	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
CAROL BUB FROMER	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD BUB	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT DELIN	DIRECTOR	1.00	Director	$0	$0	$0
ERIC FELS	DIRECTOR	1.00	Director	$0	$0	$0
JAY FISHER	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN FORD	DIRECTOR	1.00	Director	$0	$0	$0
LEWIS GAINES	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL LEVIN	DIRECTOR	1.00	Director	$0	$0	$0
LAUREN RABIN	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE REICH	DIRECTOR	1.00	Director	$0	$0	$0
NAOMI SCHACHTER	DIRECTOR	1.00	Director	$0	$0	$0
VICKIE SEMMEL	DIRECTOR	1.00	Director	$0	$0	$0
RON TICHO	DIRECTOR	1.00	Director	$0	$0	$0
VICKI WAX	DIRECTOR	1.00	Director	$0	$0	$0
DEBI WIENER	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT WILSON	DIRECTOR	1.00	Director	$0	$0	$0
ILENE H WOOD	DIRECTOR	1.00	Director	$0	$0	$0
RABBI SHOSHANA TORNBERG	DIRECTOR	1.00	Director	$0	$0	$0
RABBI YAACOV HALPERIN	DIRECTOR	1.00	Director	$0	$0	$0
RABBI ALEX MALANYCH	DIRECTOR	1.00	Director	$0	$0	$0
RABBI MOSHE RE'EM	DIRECTOR	1.00	Director	$0	$0	$0
RABBI MICHAEL SINGER	DIRECTOR	1.00	Director	$0	$0	$0
CANTOR ELLEN SUSSMAN	DIRECTOR	1.00	Director	$0	$0	$0
JERILYN ZIMMERMAN	EXECUTIVE DIRECTOR	40.00	Officer	$208,406	$10,675	$219,081
DENISE AHNER	CONTROLLER	40.00	Highest	$102,208	$6,175	$108,383

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	No data	No data	No data	No data
2024	$7,237,718	$5,129,078	$52,199,776	$2,108,640
2023	$3,165,180	$4,133,663	$42,325,595	$-968,483
2022	$5,694,701	$3,982,783	$38,798,332	$1,711,918
2021	$4,686,430	$3,755,705	$42,255,491	$930,725
2020	$4,377,203	$4,435,934	$30,697,438	$-58,731
2019	$3,064,690	$3,519,274	$28,735,409	$-454,584
2018	$3,862,515	$3,742,430	$27,146,608	$120,085

JEWISH FEDERATION OF THE LEHIGH VALLEY