2026-04-09T11:12:50-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 200 BRICKSTONE SQUARE SUITE 103 ANDOVER MA 01810 990 2024-07-01 230337580 GREATER LEHIGH VALLEY CHAMBER OF COMMERCE GREA 6107514980 158A NORTHAMPTON STREET EASTON PA 18042 T ANTHONY IANNELLI PRESIDENT 6107514980 2026-03-26 1 0 LUKE BURNETT P01079018 9786202000 2026-03-26 2024 2025-03-06 01:10:19Z T ANTHONY IANNELLI 158A NORTHAMPTON STREET EASTON PA 18042 6462615 0 X WWW.LEHIGHVALLEYCHAMBER.ORG X 1917 PA TO IMPROVE THE ECONOMY AND QUALITY OF COMMUNITIES IN THE LEHIGH VALLEY METROPOLITAN AREA. 73 72 46 666 262715 0 0 9501 4904673 5121095 93839 184165 24262 24968 5022774 5339729 0 0 0 0 2745947 2907314 0 0 0 2319774 2454744 5065721 5362058 -42947 -22329 3588243 4104635 1677342 2129842 1910901 1974793 TO IMPROVE THE ECONOMY AND QUALITY OF COMMUNITIES IN THE LEHIGH VALLEY METROPOLITAN AREA. 0 0 PROVIDE SUPERIOR PROGRAMS AND SERVICES FOR THE ORGANIZATION'S MEMBERS AND THE GENERAL PUBLIC, ADVOCATE TO ADVANCE BUSINESS INTERESTS, UNIFY THE BUSINESS COMMUNITY TO LEVERAGE REGIONAL RESOURCES AND CREATE OPPORTUNITIES FOR BUSINESSES TO GROW. 0 0 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 62 0 1 46 1 1 1 0 0 0 0 0 0 0 X 73 72 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X DAWN WERKHEISER 6107514980 158A NORTHAMPTON STREET EASTON PA 18042 ADRIAN COUSENS DIRECTOR 1.00 X 0 0 0 AJ SUERO DIRECTOR 1.00 X 0 0 0 ALEX MICHAELS DIRECTOR 1.00 X 0 0 0 ANDREW LAWLER DIRECTOR 1.00 X 0 0 0 ANN MARIE SUPINSKI DIRECTOR 1.00 X 0 0 0 ANNE BAUM DIRECTOR 1.00 X 0 0 0 ARTHUR DORN DIRECTOR 1.00 X 0 0 0 ASHLEY RUSSO DIRECTOR 1.00 X 0 0 0 BECKY BRADLEY DIRECTOR 1.00 X 0 0 0 BEKAH RUSNOCK DIRECTOR 1.00 X 0 0 0 BRANDON WIMBISH DIRECTOR (EFF 7/2024) 1.00 X 0 0 0 BRET LUDLOW SECRETARY 1.00 X X 0 0 0 BUDDY LESAVOY DIRECTOR 1.00 X 0 0 0 CHAD BALLIET DIRECTOR (EFF 7/2024) 1.00 X 0 0 0 CINDY MILLER DIRECTOR 1.00 X 0 0 0 DANIELLE ADAMS-WILTSHIRE DIRECTOR 1.00 X 0 0 0 DAVID KERPER DIRECTOR 1.00 X 0 0 0 DONALD CUNNINGHAM DIRECTOR 1.00 X 0 0 0 DONNA LOSTOCCO DIRECTOR 1.00 X 0 0 0 EMILY REITER DIRECTOR (EFF 7/2024) 1.00 X 0 0 0 ERIC CLEWELL DIRECTOR (EFF 7/2024) 1.00 X 0 0 0 FLORENCE SCOTT DIRECTOR (EFF 7/2024) 1.00 X 0 0 0 FRANK HESTON DIRECTOR 1.00 X 0 0 0 GEORGE B LEHR DIRECTOR 1.00 X 0 0 0 HAL WARNER DIRECTOR (EFF 7/2024) 1.00 X 0 0 0 HEATHER HEETER DIRECTOR (EFF 7/2024) 1.00 X 0 0 0 JEFFREY BERDAHL TREASURER 1.00 X X 0 0 0 JENNIFER L MANN DIRECTOR 1.00 X 0 0 0 JODY PIAGESI DIRECTOR (EFF 7/2024) 1.00 X 0 0 0 JOHN HAYES DIRECTOR 1.00 X 0 0 0 JOHN ROSARIO DIRECTOR 1.00 X 0 0 0 KATARAH JORDAN DIRECTOR 1.00 X 0 0 0 KATHLEEN TRIMBLE DIRECTOR 1.00 X 0 0 0 KATHRYN BROWN DIRECTOR 1.00 X 0 0 0 KEELA VINCENT DIRECTOR (EFF 7/2024) 1.00 X 0 0 0 KEVIN GREENE DIRECTOR 1.00 X 0 0 0 KRISTA BERARDELLI DIRECTOR 1.00 X 0 0 0 KRISTIN M KEENAN DIRECTOR (EFF 7/2024) 1.00 X 0 0 0 LAMONT MCCLURE DIRECTOR 1.00 X 0 0 0 LAURIE HACKETT VICE CHAIR 1.00 X X 0 0 0 LEIGH EHRLICH DIRECTOR 1.00 X 0 0 0 LORRAINE FACCENDA DIRECTOR (EFF 7/2024) 1.00 X 0 0 0 LOU FROMM DIRECTOR 1.00 X 0 0 0 LUIS CAMPOS DIRECTOR 1.00 X 0 0 0 LYN HUFTON DIRECTOR 1.00 X 0 0 0 MANDY SURO DIRECTOR (EFF 7/2024) 1.00 X 0 0 0 MARILYN KELLY-CAVOTTA DIRECTOR 1.00 X 0 0 0 MARISSA WINTER DIRECTOR (EFF 7/2024) 1.00 X 0 0 0 MARY LISICKY DIRECTOR 1.00 X 0 0 0 MICHAEL BUTZ DIRECTOR 1.00 X 0 0 0 MIKE LICHTENBERGER DIRECTOR 1.00 X 0 0 0 MURAT GUZEL DIRECTOR 1.00 X 0 0 0 MURTAZA SAFDERALI JAFFER DIRECTOR 1.00 X 0 0 0 NANCY DISCHINAT DIRECTOR 1.00 X 0 0 0 NICHOLAS LUKOW DIRECTOR 1.00 X 0 0 0 NICK MAXELL DIRECTOR 1.00 X 0 0 0 PAUL ANTHONY JR DIRECTOR 1.00 X 0 0 0 PHIL DONATELLI DIRECTOR 1.00 X 0 0 0 PHILLIPS ARMSTRONG DIRECTOR 1.00 X 0 0 0 RAUL ECHEVARRIA DIRECTOR (EFF 7/2024) 1.00 X 0 0 0 RAYMOND MINAROVIC DIRECTOR (EFF 7/2024) 1.00 X 0 0 0 REBECCA MIKLAS DIRECTOR (EFF 7/2024) 1.00 X 0 0 0 REBECCA NEWSOM DIRECTOR 1.00 X 0 0 0 RUSSELL FLETCHER DIRECTOR 1.00 X 0 0 0 SARAH FINNEY-MILLER DIRECTOR 1.00 X 0 0 0 STEPHANY YAPOR DIRECTOR (EFF 7/2024) 1.00 X 0 0 0 T ANTHONY IANNELLI PRESIDENT/CEO 38.00 2.00 X X 273354 0 26445 THOMAS GROVES CHAIR 1.00 X X 0 0 0 TOM STOUDT DIRECTOR 1.00 X 0 0 0 WILLIAM BENZ DIRECTOR (EFF 7/2024) 1.00 X 0 0 0 WILLIAM BROWN DIRECTOR 1.00 X 0 0 0 WYAMELISA JIMENEZ DIRECTOR (EFF 7/2024) 1.00 X 0 0 0 YUSUF S DAHL DIRECTOR (EFF 7/2024) 1.00 X 0 0 0 DAWN WERKEISER CFO 38.00 2.00 X 107148 0 22738 FRANK FACCHIANO COO/EXEC VP - MEMBER RELAT 40.00 X 188882 0 28234 JESSICA O'DONNELL EVP AFFILIATED CHAMBERS 40.00 X 173639 0 14132 ALISON MIERS EXEC VP - MEMBER RELATIONS 40.00 X 116417 0 23991 DANIELLE M JOSEPH EVP BUSINESS AND DIVERSITY 40.00 X 106157 0 20367 965597 0 135907 6 0 1 0 0 9501 9501 COUNCIL PROGRAMS 812900 3126742 3126742 MEMBERSHIP DUES 812900 1126442 1126442 PROGRAM SUPPORT 812900 595522 595522 ADVERTISING 541800 262715 262715 PUBLICATIONS 812900 9674 9674 5121095 121904 121904 1185147 1122886 62261 62261 62261 OTHER INCOME 900099 18468 18468 MANAGEMENT FEES 561499 6500 6500 24968 5339729 4864880 262715 202633 849725 1660769 46439 138485 211896 17371 24150 13458 37153 262627 204941 216250 63545 1482155 3725 22957 BANK/CREDIT CARD FEES 58963 MEMBERSHIP 46449 BAD DEBT 1000 5362058 30148 23000 275412 179995 5748 6910 420338 451425 33696 54918 108973 105273 7425 3700 2473810 2725392 341666 659295 3588243 4104635 101882 170064 872282 937398 703178 1022380 1677342 2129842 X 1910901 1974793 1910901 1974793 3588243 4104635 -22329 86221 0 X 0 1 X 1 0 1 1 0 108973 105273 3700 3700 OPERATING LEASE RIGHT-OF-USE 628124 FINANCE LEASE RIGHT-OF-USE 31171 659295 SPECIAL PROJECTS 282274 OPERATING LEASE LIABILITIES 652723 FINANCE LEASE LIABILITIES 32415 GIFT CERTIFICATE LIABILITIES 54968 1022380 X 5552403 86221 139912 226133 5326270 13459 13459 5339729 5488512 139913 139913 5348599 13459 13459 5362058 PART X, LINE 2: NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE CONSOLIDATED FINANCIAL STATEMENTS SINCE THE CHAMBER IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SIMILAR STATE PROVISIONS. HOWEVER, INCOME FROM ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE, IF ANY, WOULD BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE ORGANIZATION COMPLIES WITH GUIDANCE FOR UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FASB ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. AS OF JUNE 30, 2025 AND 2024, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. X X 1 1 X X 0 0 0 T ANTHONY IANNELLI PRESIDENT/CEO 272094 0 0 0 1260 0 8422 0 18023 0 299799 0 0 0 FRANK FACCHIANO COO/EXEC VP - MEMBER RELAT 188882 0 0 0 0 0 5252 0 22982 0 217116 0 0 0 JESSICA O'DONNELL EVP AFFILIATED CHAMBERS 173639 0 0 0 0 0 5210 0 8922 0 187771 0 0 0 PART I, LINE 1A PER EXECUTIVE CONTRACT, THE ORGANIZATION PAYS THE CEO'S HEALTH AND PROVIDES AN ANNUAL DISCRETIONARY SPENDING ACCOUNT. THESE FEES PAID ARE INCLUDED IN HIS W-2 AS TAXABLE INCOME. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS THAT JOIN TO RECEIVE THE MANY BENEFITS OFFERED BY THE ORGANIZATION. THE MEMBERS HOWEVER, DO NOT HAVE VOTING RIGHTS TO APPROVE THE APPOINTMENT OF THE DIRECTORS OR TO RECEIVE DISTRIBUTIONS OF ASSETS OR INCOME FROM THE ORGANIZATION. THE MEMBERS ARE GIVEN THE RIGHT TO VOTE ON AND APPROVE OF MAJOR DECISIONS THAT AFFECT THE ORGANIZATION AS A WHOLE. FORM 990, PART VI, SECTION A, LINE 7A PER THE BYLAWS, ARTICLE VII - GOVERNORS, PARAGRAPH 2: THE FOLLOWING SHALL SERVE AS VOTING MEMBERS OF THE BOARD, EX OFFICIO, AND SHALL BE INCLUDED IN DETERMINING THE NUMBER OF VOTING MEMBERS OF THE BOARD THEN SERVING: (A) THE PRESIDENT OF THE CHAMBER; (B) THE IMMEDIATE PAST CHAIR OF THE BOARD OF GOVERNORS; (C) THE COUNTY EXECUTIVE AND THE BOARD OF COMMISSIONERS OR SIMILAR BODY, OF THE COUNTY(IES) IN WHICH THE CHAMBER HAS MEMBERS BY VIRTUE OF HAVING MERGED WITH ANY OTHER CHAMBER SHALL EACH BE ASKED TO DESIGNATE AN INDIVIDUAL TO SERVE ON THE BOARD; (D) THE PRESIDENT OF ANY REGIONAL COUNCIL, AS PROVIDED IN ARTICLE X OF THESE BY-LAWS, THAT RESULTS FROM THE MERGER OF ANY OTHER CHAMBER OF COMMERCE WITH AND INTO THE CHAMBER, IN ACCORDANCE WITH THE TERMS AND CONDITIONS OF AN AGREEMENT AND PLAN OF MERGER, PROVIDED SUCH INDIVIDUAL IS NOT ELECTED TO SERVE AS A MEMBER OF THE BOARD; (E) THE PRESIDENT, CHAIRPERSON AND/OR OTHER REPRESENTATIVE(S) OF ANY OTHER CHAMBER OF COMMERCE THAT HAS ENTERED INTO AN AGREEMENT WITH THE CHAMBER, INCLUDING ONE TO AFFILIATE OR PARTNER WITH THE CHAMBER, THE TERMS OF WHICH INCLUDE A PROVISION FOR SUCH REPRESENTATION ON THE BOARD OF GOVERNORS. (F) THE PRESIDENT OR CHAIRPERSON, AS APPLICABLE, OF THE SMALL BUSINESS COUNCIL, THE WOMEN'S BUSINESS COUNCIL, AND THE GREATER LEHIGH VALLEY CHAMBER FOUNDATION, PROVIDED THE INDIVIDUAL THEN SERVING AS PRESIDENT OR CHAIRPERSON, AS THE CASE MAY BE, IS NOT ELECTED TO SERVE AS A MEMBER OF THE BOARD; (G) THE EXECUTIVE DIRECTOR OF LEHIGH VALLEY ECONOMIC DEVELOPMENT CORPORATION (LVEDC), SO LONG AS THE PRESIDENT OF THE GREATER LEHIGH VALLEY CHAMBER OF COMMERCE SERVES AS A VOTING MEMBER OF THE BOARD OF LVEDC; (H) THE EXECUTIVE DIRECTOR OF THE DISCOVER LEHIGH VALLEY BOARD, SO LONG AS THE PRESIDENT OF THE GREATER LEHIGH VALLEY CHAMBER OF COMMERCE SERVES AS A VOTING MEMBER OF THE BOARD OF DISCOVER LEHIGH VALLEY. (I) THE PRESIDENT OR CHAIRPERSON, AS APPLICABLE, OF ANY SPECIAL INTEREST COUNCIL, OTHER THAN THOSE IDENTIFIED ABOVE IN SUB-SECTION 2(E), OR OF ANY REGIONAL COUNCIL, OTHER THAN THOSE IDENTIFIED ABOVE IN SUB-SECTION 2(D), THAT HAVE BEEN IDENTIFIED BY THE EXECUTIVE COMMITTEE, FROM TIME TO TIME, AS BEING APPROPRIATE FOR REPRESENTATION ON THE BOARD; (J) THE TWO (2) PERSONS WHO LAST SERVED AS CHAIR OF THE BOARD PRIOR TO THE IMMEDIATE PAST CHAIR; AND (K) THE PERSON SERVING AS GENERAL COUNSEL TO THE CHAMBER. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S AUDIT COMMITTEE REVIEWS THE 990 IN DETAIL WITH THE AUDIT FIRM. THE AUDIT CHAIR WILL THEN PRESENT IT TO THE FINANCE COMMITTEE, THE EXECUTIVE COMMITTEE, AND THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS AND ENFORCES THE POLICY BY REQUIRING ALL BOARD OF DIRECTORS TO SIGN, ANNUALLY, A CONFLICT OF INTEREST POLICY STATING THAT THEY DO NOT HAVE ANY CONFLICTS OF INTEREST WITH THE ORGANIZATION. A MEMBER OF THE EXECUTIVE COMMITTEE MONITORS COMPLIANCE WITH THIS POLICY AND RESOLVES ANY CONFLICTS AS THEY ARISE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DETERMINES COMPENSATION FOR TOP MANAGEMENT OFFICIALS THROUGH A REVIEW BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND SUBSTANTIATION AND DELIBERATION BY THE BOARD. THERE IS ALSO A COMPENSATION COMMITTEE FOR THE PRESIDENT AND STUDIES SUCH AS THE STUDY PREPARED BY THE AMERICAN CHAMBER OF COMMERCE ARE REVIEWED FOR COMPARABILITY. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORM 990 IS AVAILABLE UPON REQUEST. THE ORGANIZATION FILED ITS FORM 1023 BEFORE JULY 1987 AND IS EXEMPT FROM THE IRS REQUIREMENT OF SUPPLYING OR SHOWING ITS FORM 1023 TO ANYONE REQUESTING THIS DOCUMENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. GREATER LEHIGH VALLEY CHAMBER OF COMMERCE FOUNDATION 158A NORTHAMPTON STREET EASTON PA 18042 222626110 VALLEY WIDE ADVOCATE FOR BUSINESS & COMMUNITY DEVELOPMENT PA 501(C)(3) LINE 7 GREATER LEHIGH VALLEY CHAMBER OF COMMERCE 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0