BIRMINGHAM JEWISH FEDERATION: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
BIRMINGHAM JEWISH FEDERATION (EIN 63-1045456)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-11
IRS object ID
202003169349305040
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-11T16:39:02-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES W MOODY CPAPreparerPersonNm
PTINP01298585PTIN
Phone2058711880PhoneNum
Preparation2020-11-10PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.132.156.18IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-10IPDt
IP Tm14:32:19IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id3838D1D6A2EC65410556FD658A973B34A3E0C2EEAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

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$2,175,104GrossReceiptsAmt
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 Body27VotingMembersGoverningBodyCnt
Voting Members Independent27VotingMembersIndependentCnt
Total Employee11TotalEmployeeCnt
Total Volunteers26TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,159,123PYContributionsGrantsAmt
CY Contributions Grants$2,165,978CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$11,643PYInvestmentIncomeAmt
CY Investment Income$9,126CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$2,170,766PYTotalRevenueAmt
CY Total Revenue$2,175,104CYTotalRevenueAmt
PY Grants And Similar Paid$1,655,551PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,370,302CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$712,562PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$665,195CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$206,441CYTotalFundraisingExpenseAmt
PY Other Expenses$115,130PYOtherExpensesAmt
CY Other Expenses$249,587CYOtherExpensesAmt
PY Total Expenses$2,483,243PYTotalExpensesAmt
CY Total Expenses$2,285,084CYTotalExpensesAmt
PY Revenues Less Expenses-$312,477PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$109,980CYRevenuesLessExpensesAmt
Total Assets BOY$2,117,866TotalAssetsBOYAmt
Total Assets EOY$2,215,909TotalAssetsEOYAmt
Total Liabilities BOY$828,688TotalLiabilitiesBOYAmt
Total Liabilities EOY$946,937TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,289,178NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,268,972NetAssetsOrFundBalancesEOYAmt
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$1,936,014ExpenseAmt
Grant$1,370,302GrantAmt
Revenue$2,165,978RevenueAmt
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$1,936,014TotalProgramServiceExpensesAmt
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
Employee11EmployeeCnt
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 Members27GoverningBodyVotingMembersCnt
Independent Voting Member27IndependentVotingMemberCnt
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 CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
AMY SAAG
BOARD MEMBER1.00Yes (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 IMPACT1.00Yes (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)
JAHAN BERNS
BOARD MEMBER1.00Yes (X)$0$0$0
JERRY HELD
BOARD MEMBER1.00Yes (X)$0$0$0
JIMMY FILLER
FUNDRAISING VP1.00Yes (X)$0$0$0
JON KIMERLING
BOARD MEMBER1.00Yes (X)$0$0$0
JOSH MANDELL
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
BOARD MEMBER1.00Yes (X)$0$0$0
RICHARD FRIEDMAN
EXECUTIVE DIRECTOR50.00$199,848$0$25,825Yes (X)
SAMANTHA DUBRINSKY-CLAYTON
DIRECTOR OF COMMUNITY IMPACT40.00$100,170$0$8,478Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$300,018TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$34,303TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,165,978AllOtherContributionsAmt
Noncash Contributions$270,475NoncashContributionsAmt
Total Contributions$2,165,978TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,126TotalRevenueColumnAmt
Exclusion$9,126ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,175,104TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$9,126ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,370,302TotalAmt
Program Services$1,370,302ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$199,848TotalAmt
Program Services$59,954ProgramServicesAmt
Management And General$39,970ManagementAndGeneralAmt
Fundraising$99,924FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$371,093TotalAmt
Program Services$297,970ProgramServicesAmt
Management And General$39,912ManagementAndGeneralAmt
Fundraising$33,211FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$54,688TotalAmt
Program Services$32,813ProgramServicesAmt
Management And General$8,203ManagementAndGeneralAmt
Fundraising$13,672FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$39,566TotalAmt
Program Services$23,740ProgramServicesAmt
Management And General$5,935ManagementAndGeneralAmt
Fundraising$9,891FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$10,000TotalAmt
Management And General$10,000ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,550TotalAmt
Program Services$1,020ProgramServicesAmt
Management And General$765ManagementAndGeneralAmt
Fundraising$765FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$876TotalAmt
Program Services$438ProgramServicesAmt
Management And General$438ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$12,213TotalAmt
Program Services$7,328ProgramServicesAmt
Management And General$1,832ManagementAndGeneralAmt
Fundraising$3,053FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DEFERRED COMPENSATION$89,774$53,864$17,955$17,955
CEO SEARCH EXPENSE$70,622$70,622$0$0
CAMPAIGN EXPENSES$15,614$0$0$15,614
COMPUTER PROGRAMS AND M$8,531$3,413$2,559$2,559

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$39,407TotalAmt
Program Services$14,550ProgramServicesAmt
Management And General$15,060ManagementAndGeneralAmt
Fundraising$9,797FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,285,084TotalAmt
Program Services$1,936,014ProgramServicesAmt
Management And General$142,629ManagementAndGeneralAmt
Fundraising$206,441FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,459,637BOYAmt
EOY$1,458,025EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$255,163BOYAmt
EOY$273,633EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$233,463LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$227,055LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$7,283BOYAmt
EOY$6,408EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$336,950BOYAmt
EOY$426,249EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$58,833BOYAmt
EOY$51,594EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,117,866BOYAmt
EOY$2,215,909EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$449,750BOYAmt
EOY$474,679EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$378,938BOYAmt
EOY$472,258EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$828,688BOYAmt
EOY$946,937EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$897,129BOYAmt
EOY$941,476EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$392,049BOYAmt
EOY$327,496EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,289,178BOYAmt
EOY$1,268,972EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,117,866BOYAmt
EOY$2,215,909EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$109,980ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$89,773NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$1OtherChangesInNetAssetsAmt
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$2,520,163CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,847,907CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,807,645CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,147,374CurrentTaxYearMinus1YearAmt
Current Tax Year$2,156,958CurrentTaxYearAmt
Total$11,480,047TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,520,163CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,847,907CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,807,645CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,147,374CurrentTaxYearMinus1YearAmt
Current Tax Year$2,156,958CurrentTaxYearAmt
Total$11,480,047TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,074,411SubstantialContributorsTotAmt
Public Support Total170$10,405,636PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,433CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,348CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,192CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,643CurrentTaxYearMinus1YearAmt
Current Tax Year$9,126CurrentTaxYearAmt
Total$28,742TotalAmt
FieldValueIRS element (for citing)
Total Support$11,508,789TotalSupportAmt
Public Support CY1700.90410PublicSupportCY170Pct
Public Support PY1700.90020PublicSupportPY170Pct
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$227,055DepreciationAmt
Book Value$6,408BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$6,408TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
ACCRUED AND OTHER LIABILITIES$3,968
DEFERRED COMPENSATION$468,290
FieldValueIRS element (for citing)
Total Liability$472,258TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$2,264,877TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$89,773NetUnrealizedGainsInvstAmt
Revenue Not Reported$89,773RevenueNotReportedAmt
Revenue Subtotal$2,175,104RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,175,104TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,285,083TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included-$1OtherExpensesIncludedAmt
Expenses Not Reported-$1ExpensesNotReportedAmt
Expenses Subtotal$2,285,084ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,285,084TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART XII, LINE 2D - OTHER ADJUSTMENTS:FormAndLineReferenceDesc
ExplanationROUNDING -1.ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (12 entries)

IRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtRecipient EINRecipientEINAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
AMERICAN FRIENDS OF LEKET ISRAEL
501 (C) 3$10,000TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
501 (C) 3$70,300TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.
BIRTHRIGHT ISRAEL FOUNDATION
501 (C) 3$6,000TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.
COLLAT JEWISH FAMILY SERVICES
501 (C) 3$223,146TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.631015318
FRIENDS OF YEMIN ORDE
501 (C) 3$7,000TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.
JEWISH FEDERATIONS OF NORTH AMERICA
501 (C) 3$269,421TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.
LEVITE JEWISH COMMUNITY CENTER
501 (C) 3$276,865TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.6302888483960 MONTCLAIR ROADBIRMINGHAMAL35213
NE MILES JEWISH DAY SCHOOL
501 (C) 3$214,460TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.6306689843960 MONTCLAIR ROADBIRMINGHAMAL35213
OPERATION LIFESHIELD
501 (C) 3$10,000TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.
CHABAD OF ALABAMA
501 (C) 3$12,806TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.
BIRMINGHAM HOLOCAUST EDUCATION CENTER
501 (C) 3$5,265TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.
HILLEL TUSCALOOSA
501 (C) 3$12,960TO 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)
PersonRICHARD FRIEDMANPersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$199,848BaseCompensationFilingOrgAmt
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$13,489DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$12,336NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$225,673TotalCompensationFilingOrgAmt
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
Contribution43ContributionCnt
Noncash Contributions Rpt F990$270,475NoncashContributionsRptF990Amt
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 (9 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 CARRIE AND RICHARD PIZITZ JR. - FAMILY RELATIONSHIP RICHARD AND SALLY FRIEDMAN - FAMILY RELATIONSHIP CHERYL AND CHARLES COLLAT - FAMILY RELATIONSHIP RICHARD FRIEDMAN, EXECUTIVE DIRECTOR OF BIRMINGHAM JEWISH FEDERATION, IS MARRIED TO SALLY FRIEDMAN, EXECUTIVE DIRECTOR OF BIRMINGHAM JEWISH FOUNDATION, A RELATED TAX-EXEMPT ENTITY.
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 9:ROUNDING 1.
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
C$556,837
BIRMINGHAM JEWISH FOUNDATION INC
N$13,338
BIRMINGHAM JEWISH FOUNDATION INC
O$47,954
BIRMINGHAM JEWISH FOUNDATION INC
Q$251,119
RUTTENBERG FOUNDATION
C$5,708

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