BIRMINGHAM JEWISH FEDERATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BIRMINGHAM JEWISH FEDERATION (EIN 63-1045456)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-22
- IRS object ID
- 202502659349300165
- Schema version
- 2024v5.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-22T09:04:38-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 630352192 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENT MOSES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2204 LAKESHORE DRIVE 300 | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 631045456 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIRMINGHAM JEWISH FEDERATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BIRM | BusinessNameControlTxt |
| Phone | 2058790416 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3966 MONTCLAIR RD | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35213 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FLORINA NEWCOMB | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2058790416 | PhoneNum |
| Signature | 2025-09-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES W MOODY CPA | PreparerPersonNm |
| PTIN | P01298585 | PTIN |
| Phone | 2058711880 | PhoneNum |
| Preparation | 2025-09-18 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | FLORINA NEWCOMB | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3966 MONTCLAIR RD | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35213 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,800,448 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BJF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1970 | FormationYr |
| Legal Domicile State | AL | LegalDomicileStateCd |
| Activity Or Mission | THE 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 Body | 29 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,699,356 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,573,845 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $63,952 | PYInvestmentIncomeAmt |
| CY Investment Income | $85,115 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $141,488 | CYOtherRevenueAmt |
| PY Total Revenue | $3,763,308 | PYTotalRevenueAmt |
| CY Total Revenue | $2,800,448 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,941,321 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,790,948 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $673,426 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $685,484 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $175,601 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $237,523 | PYOtherExpensesAmt |
| CY Other Expenses | $288,993 | CYOtherExpensesAmt |
| PY Total Expenses | $3,852,270 | PYTotalExpensesAmt |
| CY Total Expenses | $2,765,425 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$88,962 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $35,023 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,911,122 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,560,482 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $554,443 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $112,526 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,356,679 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,447,956 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE 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 Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,449,552 | ExpenseAmt |
| Grant | $1,790,948 | GrantAmt |
| Revenue | $2,573,845 | RevenueAmt |
| Desc | THE 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 | $2,449,552 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 12 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 29 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIMBERLY PATTERSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2058790416 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3966 MONTCLAIR ROAD | AddressLine1Txt |
| City | BIRMINGHAM | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 35213 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| AMY SAAG | ||||||
| PAST PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANDY SAAG | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERIN ARNOLD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KENT HAINES | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL ODREZIN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GARY CUTTER | ||||||
| EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LISA ENGEL | ||||||
| EX OFFICIO | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID ROMANOFF | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE GREENE | ||||||
| FUNDRAISING VP | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JON KIMERLING | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE ROYAL | ||||||
| SECURITY VP | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ABRAHAM KUNIN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY GOEDECKE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALAN WEINTRAUB | ||||||
| FOUNDATION PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JERRY HELD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY BAYER | ||||||
| PRESIDENTIAL APPOINTEE | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SCOTT GEWANT | ||||||
| PERSONNEL VP | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SHERYL KIMERLING | ||||||
| PRESIDENT ELECT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JACK ALAND | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEVEN CORENBLUM | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ILYSE BROBST | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID NELSON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DIANE BERKOWITZ | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA ALAND | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREW SPERLING | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOEL PIASSICK | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SARAH SHAEFFER | ||||||
| COMMUNITY IMPACT VP | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID SHER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SETH WOLNEK | ||||||
| FINANCE VP | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DANNY COHN | ||||||
| CEO | 50.00 | Yes (X) | $220,277 | $0 | $35,723 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $220,277 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $35,723 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,573,845 | AllOtherContributionsAmt |
| Noncash Contributions | $321,789 | NoncashContributionsAmt |
| Total Contributions | $2,573,845 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $85,115 | TotalRevenueColumnAmt |
| Exclusion | $85,115 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TRIP INCOME | 561000 | $91,488 | $91,488 |
| AHEC SERVICE INCOME | 561000 | $50,000 | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $141,488 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,800,448 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $141,488 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $85,115 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,790,948 | TotalAmt |
| Program Services | $1,790,948 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,277 | TotalAmt |
| Program Services | $132,166 | ProgramServicesAmt |
| Management And General | $66,083 | ManagementAndGeneralAmt |
| Fundraising | $22,028 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,927 | TotalAmt |
| Program Services | $257,344 | ProgramServicesAmt |
| Management And General | $2,764 | ManagementAndGeneralAmt |
| Fundraising | $46,819 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,267 | TotalAmt |
| Program Services | $76,961 | ProgramServicesAmt |
| Management And General | $14,653 | ManagementAndGeneralAmt |
| Fundraising | $14,653 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,013 | TotalAmt |
| Program Services | $25,589 | ProgramServicesAmt |
| Management And General | $13,212 | ManagementAndGeneralAmt |
| Fundraising | $13,212 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,000 | TotalAmt |
| Program Services | $8,960 | ProgramServicesAmt |
| Management And General | $3,520 | ManagementAndGeneralAmt |
| Fundraising | $3,520 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,911 | TotalAmt |
| Program Services | $3,250 | ProgramServicesAmt |
| Management And General | $591 | ManagementAndGeneralAmt |
| Fundraising | $2,070 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $873 | TotalAmt |
| Program Services | $291 | ProgramServicesAmt |
| Management And General | $291 | ManagementAndGeneralAmt |
| Fundraising | $291 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DEFERRED COMPENSATION | $56,255 | $22,502 | $14,064 | $19,689 |
| CAMPAIGN EXPENSES | $30,770 | $15,385 | $15,385 | |
| EXTERNAL MARKETING | $25,619 | $25,619 | ||
| OFFICE & BUILDING MAINT | $17,000 | $7,650 | $4,250 | $5,100 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,565 | TotalAmt |
| Program Services | $82,887 | ProgramServicesAmt |
| Management And General | $20,844 | ManagementAndGeneralAmt |
| Fundraising | $32,834 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,765,425 | TotalAmt |
| Program Services | $2,449,552 | ProgramServicesAmt |
| Management And General | $140,272 | ManagementAndGeneralAmt |
| Fundraising | $175,601 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,320,480 | BOYAmt |
| EOY | $2,467,590 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,048,866 | BOYAmt |
| EOY | $1,077,319 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $233,463 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $231,425 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,912 | BOYAmt |
| EOY | $2,038 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $492,935 | BOYAmt |
| EOY | $1,038 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,929 | BOYAmt |
| EOY | $12,497 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,911,122 | BOYAmt |
| EOY | $3,560,482 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,144 | BOYAmt |
| EOY | $101,041 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $499,299 | BOYAmt |
| EOY | $11,485 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $554,443 | BOYAmt |
| EOY | $112,526 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,938,426 | BOYAmt |
| EOY | $1,890,761 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,418,253 | BOYAmt |
| EOY | $1,557,195 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,356,679 | BOYAmt |
| EOY | $3,447,956 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,911,122 | BOYAmt |
| EOY | $3,560,482 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $35,023 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $56,254 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,269,775 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,141,773 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,496,703 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,643,987 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,591,094 | CurrentTaxYearAmt |
| Total | $14,143,332 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,269,775 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,141,773 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,496,703 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,643,987 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,591,094 | CurrentTaxYearAmt |
| Total | $14,143,332 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $918,488 | SubstantialContributorsTotAmt |
| Public Support Total170 | $13,224,844 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,203 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,298 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,297 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $53,282 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,115 | CurrentTaxYearAmt |
| Total | $157,195 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $14,300,527 | TotalSupportAmt |
| Public Support CY170 | 0.92480 | PublicSupportCY170Pct |
| Public Support PY170 | 0.92120 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $233,463 | OtherCostOrOtherBasisAmt |
| Depreciation | $231,425 | DepreciationAmt |
| Book Value | $2,038 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,038 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED AND OTHER LIABILITIES | Desc |
| Amt | $11,485 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $11,485 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $2,856,702 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $56,254 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $56,254 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,800,448 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,800,448 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,765,425 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,765,425 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,765,425 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART XII, LINE 2D - OTHER ADJUSTMENTS: | FormAndLineReferenceDesc |
| Explanation | ROUNDING | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Recipient EINRecipientEIN |
|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF LEKET ISRAEL | ||||||||
| PO BOX 2090 | TEANECK | NJ | 07666 | 501 (C) 3 | $20,000 | $0 | TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION. | |
| AMERICAN JOINT DISTRIBUTION COMMITTEE | ||||||||
| 220 EAST 42ND STREET STE 400 | NEW YORK | NY | 10017 | 501 (C) 3 | $59,100 | $0 | TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION. | |
| COLLAT JEWISH FAMILY SERVICES | ||||||||
| 3940 MONTCLAIR ROAD STE 205 | BIRMINGHAM | AL | 35213 | 501 (C) 3 | $156,204 | $0 | TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION. | 631015318 |
| LEVITE JEWISH COMMUNITY CENTER | ||||||||
| 3960 MONTCLAIR ROAD | BIRMINGHAM | AL | 35213 | 501 (C) 3 | $203,812 | $0 | TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION. | 630288848 |
| NE MILES JEWISH DAY SCHOOL | ||||||||
| 4000 MONTCLAIR ROAD | BIRMINGHAM | AL | 35213 | 501 (C) 3 | $216,497 | $0 | TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION. | 630668984 |
| IMPACT ISRAEL | ||||||||
| 200 HIGHLAND AVE STE 301 | NEEDHAM | MA | 02494 | 501 (C) 3 | $7,250 | $0 | TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION. | |
| JEWISH FEDERATION OF NORTH AMERICA | ||||||||
| 25 BROADWAY STE 1700 | NEW YORK | NY | 10004 | 501 (C) 3 | $231,200 | $0 | TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION. | |
| OPERATION LIFESHIELD | ||||||||
| 1650 SOUTH POWERLINE RD STE G | DEERFIELD BEACH | FL | 33442 | 501 (C) 3 | $16,000 | $0 | TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION. | |
| ALABAMA HOLOCAUST EDUCATION CENTER | ||||||||
| 2100 HIGHLAND AVE STE 101 | BIRMINGHAM | AL | 35205 | 501 (C) 3 | $33,686 | $0 | TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION. | |
| CHABAD OF ALABAMA | ||||||||
| 3040 OVERTON ROAD | BIRMINGHAM | AL | 35223 | 501 (C) 3 | $25,000 | $0 | TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION. | |
| FRIENDS OF YASHAR LACHAYAL | ||||||||
| 20 CHALMERS ROAD | EAST BRUNSWICK | NJ | 08816 | 501 (C) 3 | $5,200 | $0 | TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION. | |
| JEWISH CHILDREN REGIONAL SERVICES | ||||||||
| PO BOX 7368 | METAIRIE | LA | 700107368 | 501 (C) 3 | $10,000 | $0 | TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION. | |
| ZAHAL DISABLED VETERANS FUND | ||||||||
| 1133 BROADWAY 318 | NEW YORK | NY | 10010 | 501 (C) 3 | $6,250 | $0 | TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION. | |
| ALABAMA B'NAI BIRTH HILLEL FOUNDATION | ||||||||
| 380 9TH STREET | TUSCALOOSA | AL | 35401 | 501 (C) 3 | $15,000 | $0 | TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION. | |
| ALABAMA FRIENDS OF THE JAFFA INSTITUTE | ||||||||
| 297 SOUTH WASHINGTON AVE | BERGENFIELD | NJ | 07621 | 501 (C) 3 | $9,400 | $0 | TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION. | |
| AUBURN JEWISH STUDENT ORGANIZATION | ||||||||
| 217 TICHENOR HALL | AUBURN | AL | 36849 | 501 (C) 3 | $10,955 | $0 | TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION. | |
| KNESSETH ISRAEL | ||||||||
| 3793 CROSBY DRIVE | BIRMINGHAM | AL | 35223 | 501 (C) 3 | $25,000 | $0 | TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION. | |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART IV, SUPPLEMENTAL INFORMATION | FormAndLineReferenceDesc |
| Explanation | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANNY COHN | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $216,000 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $4,277 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $16,200 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $19,523 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $256,000 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE CEO'S DISCRETIONARY SPENDING ACCOUNT SUPPORTS THE MISSION OF THE ORGANIZATION BY ENABLING TIMELY, STRATEGIC ACTIONS SUCH AS CULTIVATING DONOR RELATIONSHIPS, ATTENDING KEY EVENTS, AND RESPONDING QUICKLY TO MISSION-ALIGNED OPPORTUNITIES. THIS FLEXIBILITY ENHANCES THE CEO'S ABILITY TO REPRESENT THE ORGANIZATION EFFECTIVELY AND PURSUE INITIATIVES THAT FURTHER ITS IMPACT. ALL SPENDING IS SUBJECT TO INTERNAL REVIEW TO ENSURE ACCOUNTABILITY AND ALIGNMENT WITH ORGANIZATIONAL GOALS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 41 | ContributionCnt |
| Noncash Contributions Rpt F990 | $321,789 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV OF STOCKS | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | USES THIRD-PARTY BROKERAGE FIRMS TO COMPLETE INVESTMENT TRANSACTIONS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | JON 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 7A | THE GOVERNING BODY IS ELECTED BY ITS MEMBERS |
| FORM 990, PART VI, SECTION A, LINE 7B | THERE ARE SPECIAL CIRCUMSTANCES WHERE THE MEMBERS MUST APPROVE ITEMS SET OUT BY THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 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 12C | THE ORGANIZATION ANNUALLY REVIEWS THE POLICY AND CONFIRMS WITH ALL DIRECTORS AND EMPLOYEES THAT THERE ARE NO CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THERE 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 19 | ALL 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/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| BIRMINGHAM JEWISH FOUNDATION INC | |||||||||
| 3966 MONTCLAIR ROAD | BIRMINGHAM | AL | 35213 | 630833692 | THE BIRMINGHAM JEWISH FOUNDATION IS DEDICATED TO NURTURING AND PROMOTING | AL | 501(C)(3) | LINE 12B, II | 0 |
| RUTTENBERG FAMILY FOUNDATION | |||||||||
| 3966 MONTCLAIR ROAD | BIRMINGHAM | AL | 35213 | 631165558 | TO PROMOTE SOCIAL WELFARE FOR JEWISH PEOPLE IN BIRMINGHAM/WORLD | AL | 501(C)(3) | LINE 12B, II | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| BIRMINGHAM JEWISH FOUNDATION INC | |
| C | $970,897 |
| RUTTENBERG FOUNDATION | |
| C | $5,839 |
| BIRMINGHAM JEWISH FOUNDATION INC | |
| Q | $348,906 |
Comments