BIRMINGHAM JEWISH FEDERATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
BIRMINGHAM JEWISH FEDERATION (EIN 63-1045456)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-10-02
IRS object ID
202342759349301969
Schema version
2022v5.0
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)
Return2023-10-02T14:27:24-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-09-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDANIELPersonFirstNm
Person LastCOHNPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES W MOODY CPAPreparerPersonNm
PTINP01298585PTIN
Phone2058711880PhoneNum
Preparation2023-09-28PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

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$3,777,910GrossReceiptsAmt
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 Employee13TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,317,364PYContributionsGrantsAmt
CY Contributions Grants$3,660,613CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,298PYInvestmentIncomeAmt
CY Investment Income$12,297CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$105,000CYOtherRevenueAmt
PY Total Revenue$2,319,662PYTotalRevenueAmt
CY Total Revenue$3,777,910CYTotalRevenueAmt
PY Grants And Similar Paid$1,138,895PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,609,184CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$602,933PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$664,064CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$99,273CYTotalFundraisingExpenseAmt
PY Other Expenses$189,680PYOtherExpensesAmt
CY Other Expenses-$5,509CYOtherExpensesAmt
PY Total Expenses$1,931,508PYTotalExpensesAmt
CY Total Expenses$2,267,739CYTotalExpensesAmt
PY Revenues Less Expenses$388,154PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,510,171CYRevenuesLessExpensesAmt
Total Assets BOY$2,775,287TotalAssetsBOYAmt
Total Assets EOY$3,836,446TotalAssetsEOYAmt
Total Liabilities BOY$821,814TotalLiabilitiesBOYAmt
Total Liabilities EOY$495,071TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,953,473NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,341,375NetAssetsOrFundBalancesEOYAmt
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$2,074,840ExpenseAmt
Grant$1,609,184GrantAmt
Revenue$3,509,000RevenueAmt
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$2,074,840TotalProgramServiceExpensesAmt
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
Employee13EmployeeCnt
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
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
PERSONNEL VP1.00Yes (X)Yes (X)$0$0$0
GINGER HELD
BOARD MEMBER1.00Yes (X)$0$0$0
DAVID ROMANOFF
COMMUNITY IMPACT VP1.00Yes (X)Yes (X)$0$0$0
STEVE GREENE
FUNDRAISING VP1.00Yes (X)$0$0$0
JON KIMERLING
BOARD MEMBER1.00Yes (X)$0$0$0
CYNTHIA TOBIAS
FOUNDATION PRESIDENT1.00Yes (X)Yes (X)$0$0$0
LISA ENGEL
PAST PRESIDENT1.00Yes (X)Yes (X)$0$0$0
NANCY GOEDECKE
BOARD MEMBER1.00Yes (X)$0$0$0
RACHEL FRIEDMAN
BOARD MEMBER1.00Yes (X)$0$0$0
JERRY HELD
PRESIDENTIAL APPOINTEE1.00Yes (X)$0$0$0
RON LEVITT
BOARD MEMBER1.00Yes (X)$0$0$0
SCOTT GEWANT
BOARD MEMBER1.00Yes (X)$0$0$0
SHERYL KIMERLING
EX OFFICIO1.00Yes (X)$0$0$0
JACK ALAND
PRESIDENT ELECT1.00Yes (X)$0$0$0
STEVE CORENBLUM
BOARD MEMBER1.00Yes (X)$0$0$0
RANDI LANDY
BOARD MEMBER1.00Yes (X)$0$0$0
RICHARD PIZITZ JR
BOARD MEMBER1.00Yes (X)$0$0$0
JESSE UNKENHOLZ
BOARD MEMBER1.00Yes (X)$0$0$0
BARBARA ALAND
FINANCE VP1.00Yes (X)Yes (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
BOARD MEMBER1.00Yes (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)$188,074$0$33,222
FieldValueIRS element (for citing)
Total Reportable Comp From Org$188,074TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$33,222TotalOtherCompensationAmt
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
Government Grants$151,613GovernmentGrantsAmt
All Other Contributions$3,509,000AllOtherContributionsAmt
Noncash Contributions$220,099NoncashContributionsAmt
Total Contributions$3,660,613TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,297TotalRevenueColumnAmt
Exclusion$12,297ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescEMPLOYEE RETENTION CREDesc
Business900099BusinessCd
Total Revenue Column$105,000TotalRevenueColumnAmt
Related Or Exempt Func Income$105,000RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$105,000OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,777,910TotalRevenueColumnAmt
Related Or Exempt Func Income$105,000RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$12,297ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,609,184TotalAmt
Program Services$1,609,184ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$188,074TotalAmt
Program Services$112,844ProgramServicesAmt
Management And General$56,422ManagementAndGeneralAmt
Fundraising$18,808FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$322,954TotalAmt
Program Services$216,338ProgramServicesAmt
Management And General$34,501ManagementAndGeneralAmt
Fundraising$72,115FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$103,656TotalAmt
Program Services$85,624ProgramServicesAmt
Management And General$9,016ManagementAndGeneralAmt
Fundraising$9,016FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$49,380TotalAmt
Program Services$34,566ProgramServicesAmt
Management And General$7,407ManagementAndGeneralAmt
Fundraising$7,407FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$16,075TotalAmt
Program Services$9,001ProgramServicesAmt
Management And General$3,537ManagementAndGeneralAmt
Fundraising$3,537FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,096TotalAmt
Program Services$1,703ProgramServicesAmt
Management And General$310ManagementAndGeneralAmt
Fundraising$1,083FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$872TotalAmt
Program Services$291ProgramServicesAmt
Management And General$290ManagementAndGeneralAmt
Fundraising$291FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
CAMPAIGN EXPENSES$20,900$10,450$10,450
SERVICE CONTRACTS$13,923$7,658$4,177$2,088
CEO PROFESSIONAL ENRICH$10,479$8,383$2,096
INSURANCE COVERAGE$8,149$3,667$2,445$2,037

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total-$79,003TotalAmt
Program Services-$24,869ProgramServicesAmt
Management And General-$21,982ManagementAndGeneralAmt
Fundraising-$32,152FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,267,739TotalAmt
Program Services$2,074,840ProgramServicesAmt
Management And General$93,626ManagementAndGeneralAmt
Fundraising$99,273FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,036,523BOYAmt
EOY$2,042,977EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$81,223BOYAmt
EOY$1,214,790EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$20,950EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$233,463LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$229,677LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,660BOYAmt
EOY$3,786EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$651,625BOYAmt
EOY$448,593EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,256BOYAmt
EOY$105,350EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,775,287BOYAmt
EOY$3,836,446EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
EOY$32,188EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$821,814BOYAmt
EOY$462,883EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$821,814BOYAmt
EOY$495,071EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,545,245BOYAmt
EOY$1,764,418EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$408,228BOYAmt
EOY$1,576,957EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,953,473BOYAmt
EOY$3,341,375EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,775,287BOYAmt
EOY$3,836,446EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,510,171ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$122,269NetUnrlzdGainsLossesInvstAmt
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$2,147,374CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,156,958CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,269,775CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,141,773CurrentTaxYearMinus1YearAmt
Current Tax Year$3,496,703CurrentTaxYearAmt
Total$12,212,583TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,147,374CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,156,958CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,269,775CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,141,773CurrentTaxYearMinus1YearAmt
Current Tax Year$3,496,703CurrentTaxYearAmt
Total$12,212,583TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$997,676SubstantialContributorsTotAmt
Public Support Total170$11,214,907PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,643CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,126CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,203CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,298CurrentTaxYearMinus1YearAmt
Current Tax Year$12,297CurrentTaxYearAmt
Total$39,567TotalAmt
FieldValueIRS element (for citing)
Total Support$12,252,150TotalSupportAmt
Public Support CY1700.91530PublicSupportCY170Pct
Public Support PY1700.90920PublicSupportPY170Pct
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$229,677DepreciationAmt
Book Value$3,786BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,786TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
ACCRUED AND OTHER LIABILITIES$14,991
DEFERRED COMPENSATION$447,892
FieldValueIRS element (for citing)
Total Liability$462,883TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$3,655,641TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$122,269NetUnrealizedGainsInvstAmt
Revenue Not Reported-$122,269RevenueNotReportedAmt
Revenue Subtotal$3,777,910RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,777,910TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,267,739TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,267,739ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,267,739TotalExpensesPerForm990Amt

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 (12 entries)

IRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtRecipient EINRecipientEINAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
AMERICAN FRIENDS OF LEKET ISRAEL
501 (C) 3$17,000$0TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
501 (C) 3$75,000$0TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.
COLLAT JEWISH FAMILY SERVICES
501 (C) 3$214,674$0TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.631015318
CHABAD OF ALABAMA
501 (C) 3$10,000$0TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.
LEVITE JEWISH COMMUNITY CENTER
501 (C) 3$256,335$0TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.6302888483960 MONTCLAIR ROADBIRMINGHAMAL35213
NE MILES JEWISH DAY SCHOOL
501 (C) 3$205,792$0TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.6306689843960 MONTCLAIR ROADBIRMINGHAMAL35213
OPERATION LIFESHIELD
501 (C) 3$12,250$0TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.
ALABAMA B'NAI BIRTH HILLEL FOUNDATION
501 (C) 3$29,516$0TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.
IMPACT ISRAEL
501 (C) 3$9,515$0TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.
JEWISH FEDERATION OF NORTH AMERICA
501 (C) 3$382,790$0TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.
BIRMINGHAM JEWISH FOUNDATION
501 (C) 3$20,000$0TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.6308336923966 MONTCLAIR ROADBIRMINGHAMAL35213
ALABAMA HOLOCAUST EDUCATION CENTER
501 (C) 3$18,926$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$188,074BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$13,500DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$19,722NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$221,296TotalCompensationFilingOrgAmt
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
Contribution30ContributionCnt
Noncash Contributions Rpt F990$220,099NoncashContributionsRptF990Amt
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 2HILARY AND SCOTT GEWANT - FAMILY RELATIONSHIP JERRY HELD AND GINGER HELD - FAMILY RELATIONSHIP JON KIMERLING AND SHERYL KIMERLING - FAMILY RELATIONSHIP AMY SAAG AND RICHARD PIZITZ, JR. - 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
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$815,032
RUTTENBERG FOUNDATION
C$5,877
BIRMINGHAM JEWISH FOUNDATION INC
Q$253,835

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