BIRMINGHAM JEWISH FEDERATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
BIRMINGHAM JEWISH FEDERATION (EIN 63-1045456)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-09-08
IRS object ID
202242519349300024
Schema version
2021v4.2
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)
Return2022-09-08T15:24:24-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-09-08SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES W MOODY CPAPreparerPersonNm
PTINP01298585PTIN
Phone2058711880PhoneNum
Preparation2022-09-08PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$2,319,662GrossReceiptsAmt
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 Body28VotingMembersGoverningBodyCnt
Voting Members Independent28VotingMembersIndependentCnt
Total Employee10TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,274,036PYContributionsGrantsAmt
CY Contributions Grants$2,317,364CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$4,203PYInvestmentIncomeAmt
CY Investment Income$2,298CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$2,278,239PYTotalRevenueAmt
CY Total Revenue$2,319,662CYTotalRevenueAmt
PY Grants And Similar Paid$1,392,647PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,138,895CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$574,225PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$602,933CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$147,891CYTotalFundraisingExpenseAmt
PY Other Expenses$197,472PYOtherExpensesAmt
CY Other Expenses$189,680CYOtherExpensesAmt
PY Total Expenses$2,164,344PYTotalExpensesAmt
CY Total Expenses$1,931,508CYTotalExpensesAmt
PY Revenues Less Expenses$113,895PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$388,154CYRevenuesLessExpensesAmt
Total Assets BOY$2,247,326TotalAssetsBOYAmt
Total Assets EOY$2,775,287TotalAssetsEOYAmt
Total Liabilities BOY$771,679TotalLiabilitiesBOYAmt
Total Liabilities EOY$821,814TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,475,647NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,953,473NetAssetsOrFundBalancesEOYAmt
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$1,658,029ExpenseAmt
Grant$1,138,895GrantAmt
Revenue$2,144,071RevenueAmt
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$1,658,029TotalProgramServiceExpensesAmt
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 Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee10EmployeeCnt
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 Members28GoverningBodyVotingMembersCnt
Independent Voting Member28IndependentVotingMemberCnt
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 (29 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
AMY SAAG
PRESIDENT ELECT1.00Yes (X)$0$0$0
ANDY SAAG
FINANCE VP1.00Yes (X)$0$0$0Yes (X)
BEN ROSENBAUM
BOARD MEMBER1.00Yes (X)$0$0$0
CARLIE STEIN SOMERVILLE
BOARD MEMBER1.00Yes (X)$0$0$0
DANIEL ODREZIN
COMMUNITY IMPACT VP1.00Yes (X)$0$0$0Yes (X)
GARY CUTTER
PERSONNEL VP1.00Yes (X)$0$0$0Yes (X)
GINGER HELD
BOARD MEMBER1.00Yes (X)$0$0$0
HILARY GEWANT
PAST PRESIDENT1.00Yes (X)$0$0$0Yes (X)
JERRY HELD
BOARD MEMBER1.00Yes (X)$0$0$0
JON KIMERLING
BOARD MEMBER1.00Yes (X)$0$0$0
JUSTIN WEINTRAUB
BOARD MEMBER1.00Yes (X)$0$0$0
LISA ENGEL
PRESIDENT1.00Yes (X)$0$0$0Yes (X)
NANCY GOEDECKE
BOARD MEMBER1.00Yes (X)$0$0$0
RACHEL FRIEDMAN
BOARD MEMBER1.00Yes (X)$0$0$0
ROBIN BROMBERG
BOARD MEMBER1.00Yes (X)$0$0$0
RON LEVITT
BOARD MEMBER1.00Yes (X)$0$0$0
SCOTT GEWANT
FOUNDATION PRESIDENT1.00Yes (X)$0$0$0Yes (X)
SHERYL KIMERLING
BOARD MEMBER1.00Yes (X)$0$0$0
JACK ALAND
BOARD MEMBER1.00Yes (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
FUNDRAISING VP1.00Yes (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
BOARD MEMBER1.00Yes (X)$0$0$0
DANNY COHN
CEO50.00$190,898$0$31,677Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$190,898TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$31,677TotalOtherCompensationAmt
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$146,000GovernmentGrantsAmt
All Other Contributions$2,171,364AllOtherContributionsAmt
Noncash Contributions$217,572NoncashContributionsAmt
Total Contributions$2,317,364TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,298TotalRevenueColumnAmt
Exclusion$2,298ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,319,662TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,298ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,138,895TotalAmt
Program Services$1,138,895ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$190,898TotalAmt
Program Services$114,539ProgramServicesAmt
Management And General$57,269ManagementAndGeneralAmt
Fundraising$19,090FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$311,459TotalAmt
Program Services$237,111ProgramServicesAmt
Management And General$18,084ManagementAndGeneralAmt
Fundraising$56,264FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$68,084TotalAmt
Program Services$60,146ProgramServicesAmt
Management And General$3,969ManagementAndGeneralAmt
Fundraising$3,969FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$32,492TotalAmt
Program Services$22,744ProgramServicesAmt
Management And General$4,874ManagementAndGeneralAmt
Fundraising$4,874FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$7,500TotalAmt
Program Services$4,200ProgramServicesAmt
Management And General$1,650ManagementAndGeneralAmt
Fundraising$1,650FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,403TotalAmt
Program Services$1,872ProgramServicesAmt
Management And General$340ManagementAndGeneralAmt
Fundraising$1,191FundraisingAmt

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$89,672$35,869$22,418$31,385
SERVICE CONTRACTS$15,953$8,774$2,393$4,786
CAMPAIGN EXPENSES$14,566$7,283$7,283
TECHNOLOGY MAINTENANCE$11,430$3,429$4,572$3,429

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$46,283TotalAmt
Program Services$22,876ProgramServicesAmt
Management And General$9,728ManagementAndGeneralAmt
Fundraising$13,679FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,931,508TotalAmt
Program Services$1,658,029ProgramServicesAmt
Management And General$125,588ManagementAndGeneralAmt
Fundraising$147,891FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,550,822BOYAmt
EOY$2,036,523EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$89,842BOYAmt
EOY$81,223EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$233,463LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$228,803LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$5,534BOYAmt
EOY$4,660EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$519,168BOYAmt
EOY$651,625EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$81,960BOYAmt
EOY$1,256EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,247,326BOYAmt
EOY$2,775,287EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$63,328BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$708,351BOYAmt
EOY$821,814EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$771,679BOYAmt
EOY$821,814EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,137,156BOYAmt
EOY$1,545,245EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$338,491BOYAmt
EOY$408,228EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,475,647BOYAmt
EOY$1,953,473EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,247,326BOYAmt
EOY$2,775,287EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$388,154ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$89,672NetUnrlzdGainsLossesInvstAmt
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$2,807,645CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,147,374CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,156,958CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,269,775CurrentTaxYearMinus1YearAmt
Current Tax Year$2,141,773CurrentTaxYearAmt
Total$11,523,525TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,807,645CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,147,374CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,156,958CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,269,775CurrentTaxYearMinus1YearAmt
Current Tax Year$2,141,773CurrentTaxYearAmt
Total$11,523,525TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,018,325SubstantialContributorsTotAmt
Public Support Total170$10,505,200PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,192CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$11,643CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,126CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,203CurrentTaxYearMinus1YearAmt
Current Tax Year$2,298CurrentTaxYearAmt
Total$30,462TotalAmt
FieldValueIRS element (for citing)
Total Support$11,553,987TotalSupportAmt
Public Support CY1700.90920PublicSupportCY170Pct
Public Support PY1700.91730PublicSupportPY170Pct
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$228,803DepreciationAmt
Book Value$4,660BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$4,660TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
ACCRUED AND OTHER LIABILITIES$19,460
DEFERRED COMPENSATION$650,741
PPP LOAN$151,613
FieldValueIRS element (for citing)
Total Liability$821,814TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$2,409,334TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$89,672NetUnrealizedGainsInvstAmt
Revenue Not Reported$89,672RevenueNotReportedAmt
Revenue Subtotal$2,319,662RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,319,662TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,931,508TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,931,508ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,931,508TotalExpensesPerForm990Amt

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)

IRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtRecipient EINRecipientEINAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
AMERICAN FRIENDS OF LEKET ISRAEL
501 (C) 3$0$16,000TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
501 (C) 3$0$73,650TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.
COLLAT JEWISH FAMILY SERVICES
501 (C) 3$0$211,331TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.631015318
FRIENDS OF YEMIN ORDE
501 (C) 3$0$9,000TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.
LEVITE JEWISH COMMUNITY CENTER
501 (C) 3$0$249,178TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.6302888483960 MONTCLAIR ROADBIRMINGHAMAL35213
NE MILES JEWISH DAY SCHOOL
501 (C) 3$0$191,711TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.6306689843960 MONTCLAIR ROADBIRMINGHAMAL35213
OPERATION LIFESHIELD
501 (C) 3$0$12,250TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.
HILLEL TUSCALOOSA
501 (C) 3$0$11,664TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.
UNITED WAY OF CENTRAL ALABAMA INC
501 (C) 3$0$10,000TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.
JEWISH FEDERATION OF NORTH AMERICA
501 (C) 3$0$108,290TO 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$190,898BaseCompensationFilingOrgAmt
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$18,177NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$222,575TotalCompensationFilingOrgAmt
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$217,572NoncashContributionsRptF990Amt
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 CHERYL KIMERLING - 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 OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmt
BIRMINGHAM JEWISH FOUNDATION INC
N$13,338
BIRMINGHAM JEWISH FOUNDATION INC
O$47,954
BIRMINGHAM JEWISH FOUNDATION INC
Q$329,859
BIRMINGHAM JEWISH FOUNDATION INC
C$658,726
RUTTENBERG FOUNDATION
C$5,548

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