BIRMINGHAM JEWISH FEDERATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
BIRMINGHAM JEWISH FEDERATION (EIN 63-1045456)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-13
IRS object ID
202433189349310793
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-13T17:01:31-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN630352192PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DENT MOSES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12204 LAKESHORE DRIVE 300AddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35209ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN631045456EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BIRMINGHAM JEWISH FEDERATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBIRMBusinessNameControlTxt
Phone2058790416PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13966 MONTCLAIR RDAddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35213ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANIEL COHNPersonNm
Person TitleCEOPersonTitleTxt
Phone2058790416PhoneNum
Signature2024-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES W MOODY CPAPreparerPersonNm
PTINP01298585PTIN
Phone2058711880PhoneNum
Preparation2024-11-07PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDANIEL COHNPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13966 MONTCLAIR RDAddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35213ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,763,308GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BJF.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1970FormationYr
Legal Domicile StateALLegalDomicileStateCd
Activity Or MissionTHE BIRMINGHAM JEWISH FEDERATION IS DEDICATED TO NURTURING AND PROMOTING JEWISH LIFE IN BIRMINGHAM, NATIONALLY, IN ISRAEL AND THROUGHOUT THE WORLD; IS INVOLVED IN BUILDING A BETTER BIRMINGHAM THROUGH ALLIANCES AND PARTNERSHIPS WITH OTHER COMMUNITY GROUPS, AND IS COMMITTED TO HELPING ALL PEOPLE IN NEED IN TIMES OF CRISIS.ActivityOrMissionDesc
Voting Members Governing Body30VotingMembersGoverningBodyCnt
Voting Members Independent30VotingMembersIndependentCnt
Total Employee14TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$3,660,613PYContributionsGrantsAmt
CY Contributions Grants$3,699,356CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$12,297PYInvestmentIncomeAmt
CY Investment Income$63,952CYInvestmentIncomeAmt
PY Other Revenue$105,000PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$3,777,910PYTotalRevenueAmt
CY Total Revenue$3,763,308CYTotalRevenueAmt
PY Grants And Similar Paid$1,609,184PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,941,321CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$664,064PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$673,426CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$169,020CYTotalFundraisingExpenseAmt
PY Other Expenses-$5,509PYOtherExpensesAmt
CY Other Expenses$237,523CYOtherExpensesAmt
PY Total Expenses$2,267,739PYTotalExpensesAmt
CY Total Expenses$3,852,270CYTotalExpensesAmt
PY Revenues Less Expenses$1,510,171PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$88,962CYRevenuesLessExpensesAmt
Total Assets BOY$3,836,446TotalAssetsBOYAmt
Total Assets EOY$3,911,122TotalAssetsEOYAmt
Total Liabilities BOY$495,071TotalLiabilitiesBOYAmt
Total Liabilities EOY$554,443TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,341,375NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,356,679NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE BIRMINGHAM JEWISH FEDERATION IS DEDICATED TO NURTURING AND PROMOTING JEWISH LIFE IN BIRMINGHAM, NATIONALLY, IN ISRAEL AND THROUGHOUT THE WORLD; IS INVOLVED IN BUILDING A BETTER BIRMINGHAM THROUGH ALLIANCES AND PARTNERSHIPS WITH OTHER COMMUNITY GROUPS, AND IS COMMITTED TO HELPING ALL PEOPLE IN NEED IN TIMES OF CRISIS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,544,247ExpenseAmt
Grant$2,941,321GrantAmt
Revenue$3,699,356RevenueAmt
DescTHE BIRMINGHAM JEWISH FEDERATION IS DEDICATED TO NURTURING AND PROMOTING JEWISH LIFE IN BIRMINGHAM, NATIONALLY, IN ISRAEL AND THROUGHOUT THE WORLD; IS INVOLVED IN BUILDING A BETTER BIRMINGHAM THROUGH ALLIANCES AND PARTNERSHIPS WITH OTHER COMMUNITY GROUPS, AND IS COMMITTED TO HELPING ALL PEOPLE IN NEED IN TIMES OF CRISIS.Desc
Total Program Service Expenses$3,544,247TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document4IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee14EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members30GoverningBodyVotingMembersCnt
Independent Voting Member30IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KIMBERLY PATTERSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2058790416PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13966 MONTCLAIR ROADAddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35213ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
AMY SAAG
PAST PRESIDENT1.00Yes (X)Yes (X)$0$0$0
ANDY SAAG
BOARD MEMBER1.00Yes (X)$0$0$0
BEN ROSENBAUM
BOARD MEMBER1.00Yes (X)$0$0$0
CARLIE STEIN SOMERVILLE
BOARD MEMBER1.00Yes (X)$0$0$0
DANIEL ODREZIN
BOARD MEMBER1.00Yes (X)$0$0$0
GARY CUTTER
BOARD MEMBER1.00Yes (X)$0$0$0
GINGER HELD
BOARD MEMBER1.00Yes (X)$0$0$0
DAVID ROMANOFF
BOARD MEMBER1.00Yes (X)$0$0$0
STEVE GREENE
FUNDRAISING VP1.00Yes (X)Yes (X)$0$0$0
JON KIMERLING
BOARD MEMBER1.00Yes (X)$0$0$0
STEVE ROYAL
SECURITY VP1.00Yes (X)Yes (X)$0$0$0
LISA ENGEL
EX OFFICIO1.00Yes (X)Yes (X)$0$0$0
NANCY GOEDECKE
BOARD MEMBER1.00Yes (X)$0$0$0
ALAN WEINTRAUB
FOUNDATION PRESIDENT1.00Yes (X)Yes (X)$0$0$0
JERRY HELD
BOARD MEMBER1.00Yes (X)$0$0$0
JEFFREY BAYER
PRESIDENTIAL APPOINTEE1.00Yes (X)Yes (X)$0$0$0
SCOTT GEWANT
PERSONNEL VP1.00Yes (X)Yes (X)$0$0$0
SHERYL KIMERLING
PRESIDENT ELECT1.00Yes (X)Yes (X)$0$0$0
JACK ALAND
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
STEVE CORENBLUM
FINANCE VP1.00Yes (X)Yes (X)$0$0$0
ILYSE BROBST
BOARD MEMBER1.00Yes (X)$0$0$0
DAVID NELSON
BOARD MEMBER1.00Yes (X)$0$0$0
JESSE UNKENHOLZ
BOARD MEMBER1.00Yes (X)$0$0$0
BARBARA ALAND
BOARD MEMBER1.00Yes (X)$0$0$0
SAVANNAH KOPLON
BOARD MEMBER1.00Yes (X)$0$0$0
JOEL PIASSICK
BOARD MEMBER1.00Yes (X)$0$0$0
MICHAEL ROUTMAN
BOARD MEMBER1.00Yes (X)$0$0$0
SARAH SHAEFFER
COMMUNITY IMPACT VP1.00Yes (X)Yes (X)$0$0$0
ALYSSA BLAIR
BOARD MEMBER1.00Yes (X)$0$0$0
DAVID SHER
BOARD MEMBER1.00Yes (X)$0$0$0
DANNY COHN
CEO50.00Yes (X)$233,659$0$35,743
FieldValueIRS element (for citing)
Total Reportable Comp From Org$233,659TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$35,743TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$3,699,356AllOtherContributionsAmt
Noncash Contributions$336,020NoncashContributionsAmt
Total Contributions$3,699,356TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$63,952TotalRevenueColumnAmt
Exclusion$63,952ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,763,308TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$63,952ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,941,321TotalAmt
Program Services$2,941,321ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$233,659TotalAmt
Program Services$140,195ProgramServicesAmt
Management And General$70,098ManagementAndGeneralAmt
Fundraising$23,366FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$291,301TotalAmt
Program Services$238,039ProgramServicesAmt
Management And General$3,265ManagementAndGeneralAmt
Fundraising$49,997FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$98,736TotalAmt
Program Services$75,996ProgramServicesAmt
Management And General$11,370ManagementAndGeneralAmt
Fundraising$11,370FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$49,730TotalAmt
Program Services$30,142ProgramServicesAmt
Management And General$9,794ManagementAndGeneralAmt
Fundraising$9,794FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$13,776TotalAmt
Program Services$7,714ProgramServicesAmt
Management And General$3,031ManagementAndGeneralAmt
Fundraising$3,031FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$4,561TotalAmt
Program Services$2,509ProgramServicesAmt
Management And General$456ManagementAndGeneralAmt
Fundraising$1,596FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$873TotalAmt
Program Services$291ProgramServicesAmt
Management And General$291ManagementAndGeneralAmt
Fundraising$291FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DEFERRED COMPENSATION$104,263$41,706$26,067$36,490
CAMPAIGN EXPENSES$21,924$10,962$10,962
SERVICE CONTRACTS$16,563$9,110$2,484$4,969
TECHNOLOGY MAINTENANCE$15,235$7,617$3,809$3,809

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$60,328TotalAmt
Program Services$38,645ProgramServicesAmt
Management And General$8,338ManagementAndGeneralAmt
Fundraising$13,345FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,852,270TotalAmt
Program Services$3,544,247ProgramServicesAmt
Management And General$139,003ManagementAndGeneralAmt
Fundraising$169,020FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,042,977BOYAmt
EOY$2,320,480EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,214,790BOYAmt
EOY$1,048,866EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$20,950BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$233,463LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$230,551LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,786BOYAmt
EOY$2,912EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$448,593BOYAmt
EOY$492,935EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$105,350BOYAmt
EOY$45,929EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,836,446BOYAmt
EOY$3,911,122EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$32,188BOYAmt
EOY$55,144EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$462,883BOYAmt
EOY$499,299EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$495,071BOYAmt
EOY$554,443EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,764,418BOYAmt
EOY$1,938,426EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,576,957BOYAmt
EOY$1,418,253EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,341,375BOYAmt
EOY$3,356,679EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,836,446BOYAmt
EOY$3,911,122EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$88,962ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$104,266NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,156,958CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,269,775CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,141,773CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,496,703CurrentTaxYearMinus1YearAmt
Current Tax Year$3,643,987CurrentTaxYearAmt
Total$13,709,196TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,156,958CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,269,775CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,141,773CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,496,703CurrentTaxYearMinus1YearAmt
Current Tax Year$3,643,987CurrentTaxYearAmt
Total$13,709,196TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,006,091SubstantialContributorsTotAmt
Public Support Total170$12,703,105PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$9,126CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,203CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,298CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,297CurrentTaxYearMinus1YearAmt
Current Tax Year$53,282CurrentTaxYearAmt
Total$81,206TotalAmt
FieldValueIRS element (for citing)
Total Support$13,790,402TotalSupportAmt
Public Support CY1700.92120PublicSupportCY170Pct
Public Support PY1700.91530PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$233,463OtherCostOrOtherBasisAmt
Depreciation$230,551DepreciationAmt
Book Value$2,912BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,912TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
ACCRUED AND OTHER LIABILITIES$7,141
DEFERRED COMPENSATION$492,158
FieldValueIRS element (for citing)
Total Liability$499,299TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$3,867,574TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$104,266NetUnrealizedGainsInvstAmt
Revenue Not Reported$104,266RevenueNotReportedAmt
Revenue Subtotal$3,763,308RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,763,308TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,852,270TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$3,852,270ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,852,270TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART XII, LINE 2D - OTHER ADJUSTMENTS:FormAndLineReferenceDesc
ExplanationROUNDINGExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtRecipient EINRecipientEIN
AMERICAN FRIENDS OF LEKET ISRAEL
PO BOX 2090TEANECKNJ07666501 (C) 3$17,000$0TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.
AMERICAN JOINT DISTRIBUTION COMMITTEE
220 EAST 42ND STREET STE 400NEW YORKNY10017501 (C) 3$65,000$0TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.
COLLAT JEWISH FAMILY SERVICES
3940 MONTCLAIR ROAD STE 205BIRMINGHAMAL35213501 (C) 3$156,204$0TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.631015318
LEVITE JEWISH COMMUNITY CENTER
3960 MONTCLAIR ROADBIRMINGHAMAL35213501 (C) 3$197,012$0TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.630288848
NE MILES JEWISH DAY SCHOOL
4000 MONTCLAIR ROADBIRMINGHAMAL35213501 (C) 3$150,120$0TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.630668984
IMPACT ISRAEL
200 HIGHLAND AVE STE 301NEEDHAMMA02494501 (C) 3$9,500$0TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.
JEWISH FEDERATION OF NORTH AMERICA
25 BROADWAY STE 1700NEW YORKNY10004501 (C) 3$1,588,603$0TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.
OPERATION LIFESHIELD
1650 SOUTH POWERLINE RD STE GDEERFIELD BEACHFL33442501 (C) 3$12,500$0TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.
ALABAMA HOLOCAUST EDUCATION CENTER
2100 HIGHLAND AVE STE 101BIRMINGHAMAL35205501 (C) 3$10,000$0TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.
UA BLOOM HILLEL
380 9TH STREETTUSCALOOSAAL35401501 (C) 3$8,113$0TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART IV, SUPPLEMENTAL INFORMATIONFormAndLineReferenceDesc
ExplanationTHE BIRMINGHAM JEWISH FEDERATION, INC. REPORTS GRANTS ON SCHEDULE I TO THE JEWISH FEDERATIONS OF NORTH AMERICA (JFNA), WHICH IS A 501(C)(3) DOMESTIC U.S. CHARITY. IN ADDITION, JFNA, AND ITS BENEFICIARY AGENCIES, UNITED ISRAEL APPEAL (UIA), A SUBSIDIARY OF JFNA, AND THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE (JDC) - BOTH 501(C)(3) ORGANIZATIONS - EACH FILE A SEPARATE FORM 990 AND DETAILED SCHEDULES F.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDANNY COHNPersonNm
TitleCEOTitleTxt
Base Compensation Filing Org$216,000BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$10,202BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$7,457OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$16,200DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$19,543NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$269,402TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution41ContributionCnt
Noncash Contributions Rpt F990$336,020NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMV OF STOCKSMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 32B:FormAndLineReferenceDesc
ExplanationUSES THIRD-PARTY BROKERAGE FIRMS TO COMPLETE INVESTMENT TRANSACTIONSExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2JON KIMERLING AND SHERYL KIMERLING - FAMILY RELATIONSHIP AMY SAAG AND ANDY SAAG - FAMILY RELATIONSHIP JACK ALAND AND BARBARA ALAND - FAMILY RELATIONSHIP DAVID ROMANOFF AND STEVE GREENE AND STEVEN CORENBLUM - FAMILY RELATIONSHIP JERRY HELD AND SARAH SCHAFFER - FAMILY RELATIONSHIP NANCY GOEDECKE AND AMY SAAG - FAMILY RELATIONSHIP
FORM 990, PART VI, SECTION A, LINE 7ATHE GOVERNING BODY IS ELECTED BY ITS MEMBERS
FORM 990, PART VI, SECTION A, LINE 7BTHERE ARE SPECIAL CIRCUMSTANCES WHERE THE MEMBERS MUST APPROVE ITEMS SET OUT BY THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BTHE FINANCE COMMITTEE REVIEWS THE FORM 990 AND ALL BOARD MEMBERS ARE INVITED TO ATTEND. IN ADDITION, ALL BOARD MEMBERS RECEIVE A COPY OF THE 990 PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION ANNUALLY REVIEWS THE POLICY AND CONFIRMS WITH ALL DIRECTORS AND EMPLOYEES THAT THERE ARE NO CONFLICTS.
FORM 990, PART VI, SECTION B, LINE 15ATHERE IS A COMMITTEE THAT MEETS ANNUALLY AND REVIEWS THE EXECUTIVE DIRECTOR/CEO'S COMPENSATION. THE EXECUTIVE DIRECTOR/CEO SIGNS A WRITTEN CONTRACT.
FORM 990, PART VI, SECTION C, LINE 19ALL INFORMATION IS AVAILABLE FOR INSPECTION AT THE ORGANIZATION'S OFFICE.
FORM 990, PART XI, LINE 2C:NO CHANGES FROM PRIOR YEAR

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtControlled OrganizationControlledOrganizationInd
BIRMINGHAM JEWISH FOUNDATION INC
3966 MONTCLAIR ROADBIRMINGHAMAL35213630833692THE BIRMINGHAM JEWISH FOUNDATION IS DEDICATED TO NURTURING AND PROMOTINGAL501(C)(3)LINE 12B, II0
RUTTENBERG FAMILY FOUNDATION
3966 MONTCLAIR ROADBIRMINGHAMAL35213631165558TO PROMOTE SOCIAL WELFARE FOR JEWISH PEOPLE IN BIRMINGHAM/WORLDAL501(C)(3)LINE 12B, II0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmt
BIRMINGHAM JEWISH FOUNDATION INC
C$944,152
RUTTENBERG FOUNDATION
C$5,904
BIRMINGHAM JEWISH FOUNDATION INC
Q$313,918

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