BIRMINGHAM JEWISH FEDERATION: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
BIRMINGHAM JEWISH FEDERATION (EIN 63-1045456)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-09-05
IRS object ID
201712489349300601
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-09-05T15:42:14-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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 ROADAddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP352132413ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD FRIEDMANPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone2058790416PhoneNum
Signature2017-09-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES W MOODY CPAPreparerPersonNm
PTINP01298585PTIN
Phone2058711880PhoneNum
Preparation2017-09-01PreparationDt
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.181.120.58IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-09-01IPDt
IP Tm07:54:22IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id4867528CB2485A27FCE9087B219283C6B35FEF77AtSubmissionCreationDeviceId
At Submission Filing Device Id595C04EE7DF84EECF1E14C8C6FAEA277414FEDA0AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRICHARD FRIEDMANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13966 MONTCLAIR ROADAddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP352132413ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,852,603GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.BJF.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1970FormationYr
Legal Domicile StateALLegalDomicileStateCd
Activity Or MissionTHE BIRMINGHAM JEWISH FEDERATION IS DEDICATED TO NURTURING AND PROMOTING JEWISH LIFE IN BIRMINGHAM, NATIONALLY, IN ISRAEL AND THROUGHOUT THE WORLD; IS INVOLVED IN BUILDING A BETTER BIRMINGHAM THROUGH ALLIANCES AND PARTNERSHIPS WITH OTHER COMMUNITY GROUPS, AND IS COMMITTED TO HELPING ALL PEOPLE IN NEED IN TIMES OF CRISIS.ActivityOrMissionDesc
Voting Members Governing Body30VotingMembersGoverningBodyCnt
Voting Members Independent29VotingMembersIndependentCnt
Total Employee13TotalEmployeeCnt
Total Volunteers34TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,520,163PYContributionsGrantsAmt
CY Contributions Grants$1,850,255CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$2,433PYInvestmentIncomeAmt
CY Investment Income$2,348CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$2,522,596PYTotalRevenueAmt
CY Total Revenue$1,852,603CYTotalRevenueAmt
PY Grants And Similar Paid$2,053,527PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,937,536CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$348,742PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$420,516CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$249,631CYTotalFundraisingExpenseAmt
PY Other Expenses$92,165PYOtherExpensesAmt
CY Other Expenses$95,848CYOtherExpensesAmt
PY Total Expenses$2,494,434PYTotalExpensesAmt
CY Total Expenses$2,453,900CYTotalExpensesAmt
PY Revenues Less Expenses$28,162PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$601,297CYRevenuesLessExpensesAmt
Total Assets BOY$2,863,548TotalAssetsBOYAmt
Total Assets EOY$2,265,232TotalAssetsEOYAmt
Total Liabilities BOY$1,108,831TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,091,120TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,754,717NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,174,112NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE BIRMINGHAM JEWISH FEDERATION IS DEDICATED TO NURTURING AND PROMOTING JEWISH LIFE IN BIRMINGHAM, NATIONALLY, IN ISRAEL AND THROUGHOUT THE WORLD; IS INVOLVED IN BUILDING A BETTER BIRMINGHAM THROUGH ALLIANCES AND PARTNERSHIPS WITH OTHER COMMUNITY GROUPS, AND IS COMMITTED TO HELPING ALL PEOPLE IN NEED IN TIMES OF CRISIS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,035,215ExpenseAmt
Grant$1,937,536GrantAmt
Revenue$1,850,255RevenueAmt
DescTHE BIRMINGHAM JEWISH FEDERATION IS DEDICATED TO NURTURING AND PROMOTING JEWISH LIFE IN BIRMINGHAM, NATIONALLY, IN ISRAEL AND THROUGHOUT THE WORLD; IS INVOLVED IN BUILDING A BETTER BIRMINGHAM THROUGH ALLIANCES AND PARTNERSHIPS WITH OTHER COMMUNITY GROUPS, AND IS COMMITTED TO HELPING ALL PEOPLE IN NEED IN TIMES OF CRISIS.Desc
Total Program Service Expenses$2,035,215TotalProgramServiceExpensesAmt
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
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
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 Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee13EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members30GoverningBodyVotingMembersCnt
Independent Voting Member29IndependentVotingMemberCnt
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 Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
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 (30 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JERRY HELD
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
HARRY BROWN
GOVERNANCE1.00Yes (X)Yes (X)$0$0$0
DONNA SCHIFF
BOARD MEMBER1.00Yes (X)$0$0$0
DRENNEN WILLIAMS
BOARD MEMBER1.00Yes (X)$0$0$0
SCOTT GEWANT
PERSONNEL1.00Yes (X)Yes (X)$0$0$0
ELISA NELSON
BOARD MEMBER1.00Yes (X)$0$0$0
BOB CENTOR
BOARD MEMBER1.00Yes (X)$0$0$0
CARRIE PIZITZ
BOARD MEMBER1.00Yes (X)$0$0$0
CHERYL COLLAT
BOARD MEMBER1.00Yes (X)$0$0$0
GARY CUTTER
BOARD MEMBER1.00Yes (X)$0$0$0
GINGER HELD
BOARD MEMBER1.00Yes (X)$0$0$0
HILTON BERGER
BOARD MEMBER1.00Yes (X)$0$0$0
JOSH MANDELL
BOARD MEMBER1.00Yes (X)$0$0$0
ROBERT ALAND
FINANCE1.00Yes (X)Yes (X)$0$0$0
SCOTT GOLDBERG
BOARD MEMBER1.00Yes (X)$0$0$0
RICHARD PIZITZ JR
BOARD MEMBER1.00Yes (X)$0$0$0
BRIAN KULBERSH
BOARD MEMBER1.00Yes (X)$0$0$0
CYNTHIA TOBIAS
BOARD MEMBER1.00Yes (X)$0$0$0
EDWARD GOLDBERG
BOARD MEMBER1.00Yes (X)$0$0$0
MARC LABOVITZ
BOARD MEMBER1.00Yes (X)$0$0$0
ROBIN BROMBERG
BOARD MEMBER1.00Yes (X)$0$0$0
LARRY GOLDBERG
BOARD MEMBER1.00Yes (X)$0$0$0
MARK SCHAEFFER
BOARD MEMBER1.00Yes (X)$0$0$0
LISA ENGEL
BOARD MEMBER1.00Yes (X)$0$0$0
SHERYL KIMERLING
JCRC1.00Yes (X)Yes (X)$0$0$0
MELBA EPSMAN
PRESIDENTIAL APPOINTEE1.00Yes (X)$0$0$0
DAVID REESE
BOARD MEMBER1.00Yes (X)$0$0$0
JUSTIN WEINTRAUB
BOARD MEMBER1.00Yes (X)$0$0$0
RICHARD FRIEDMAN
EXECUTIVE DIRECTOR50.00Yes (X)Yes (X)$232,655$0$29,547
HILARY GEWANT
CAMPAIGN1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$232,655TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$29,547TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,850,255AllOtherContributionsAmt
Noncash Contributions$353,034NoncashContributionsAmt
Total Contributions$1,850,255TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,348TotalRevenueColumnAmt
Exclusion$2,348ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,852,603TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,348ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,937,536TotalAmt
Program Services$1,937,536ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$232,656TotalAmt
Program Services$46,531ProgramServicesAmt
Management And General$69,797ManagementAndGeneralAmt
Fundraising$116,328FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$163,181TotalAmt
Program Services$32,636ProgramServicesAmt
Management And General$48,954ManagementAndGeneralAmt
Fundraising$81,591FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$11,813TotalAmt
Program Services$2,363ProgramServicesAmt
Management And General$4,725ManagementAndGeneralAmt
Fundraising$4,725FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$12,866TotalAmt
Program Services$2,573ProgramServicesAmt
Management And General$5,146ManagementAndGeneralAmt
Fundraising$5,147FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$6,200TotalAmt
Management And General$6,200ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$388TotalAmt
Program Services$58ProgramServicesAmt
Management And General$194ManagementAndGeneralAmt
Fundraising$136FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$5,476TotalAmt
Program Services$1,825ProgramServicesAmt
Management And General$1,826ManagementAndGeneralAmt
Fundraising$1,825FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

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

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$15,714TotalAmt
Management And General$7,857ManagementAndGeneralAmt
Fundraising$7,857FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
CAMPAIGN EXPENSES$12,438$12,438
SERVICE CONTRACTS$9,966$3,986$1,495$4,485
PROFESSIONAL ENRICHMENT$6,641$4,317$2,324
REPAIRS$6,495$6,495

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$31,657TotalAmt
Program Services$7,583ProgramServicesAmt
Management And General$13,084ManagementAndGeneralAmt
Fundraising$10,990FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,453,900TotalAmt
Program Services$2,035,215ProgramServicesAmt
Management And General$169,054ManagementAndGeneralAmt
Fundraising$249,631FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,763,723BOYAmt
EOY$1,693,397EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$732,651BOYAmt
EOY$201,470EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$233,463LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$224,432LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$9,904BOYAmt
EOY$9,031EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$290,381BOYAmt
EOY$311,353EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$66,889BOYAmt
EOY$49,981EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,863,548BOYAmt
EOY$2,265,232EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$712,218BOYAmt
EOY$751,058EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$396,613BOYAmt
EOY$340,062EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,108,831BOYAmt
EOY$1,091,120EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$958,885BOYAmt
EOY$844,759EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$795,832BOYAmt
EOY$329,353EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,754,717BOYAmt
EOY$1,174,112EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,863,548BOYAmt
EOY$2,265,232EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$601,297ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$20,692NetUnrlzdGainsLossesInvstAmt
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$2,482,472CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,766,276CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,623,878CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,520,163CurrentTaxYearMinus1YearAmt
Current Tax Year$1,847,907CurrentTaxYearAmt
Total$12,240,696TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,482,472CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,766,276CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,623,878CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,520,163CurrentTaxYearMinus1YearAmt
Current Tax Year$1,847,907CurrentTaxYearAmt
Total$12,240,696TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,687,930SubstantialContributorsTotAmt
Public Support Total170$10,552,766PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,723CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years-$6,072CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,512CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,433CurrentTaxYearMinus1YearAmt
Current Tax Year$2,348CurrentTaxYearAmt
Total$5,944TotalAmt
FieldValueIRS element (for citing)
Total Support$12,246,640TotalSupportAmt
Public Support CY1700.86170PublicSupportCY170Pct
Public Support PY1700.84860PublicSupportPY170Pct
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$224,432DepreciationAmt
Book Value$9,031BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$9,031TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
ACCRUED AND OTHER LIABILITIES$8,291
DEFERRED COMPENSATION$331,771
FieldValueIRS element (for citing)
Total Liability$340,062TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$1,873,295TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$20,692NetUnrealizedGainsInvstAmt
Revenue Not Reported$20,692RevenueNotReportedAmt
Revenue Subtotal$1,852,603RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,852,603TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,453,900TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,453,900ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,453,900TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
LEVITE JEWISH COMMUNITY CENTER
3960 MONTCLAIR ROADBIRMINGHAMAL35213630288848501 (C) 3$356,225TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.
NE MILES JEWISH DAY SCHOOL
3960 MONTCLAIR ROADBIRMINGHAMAL35213630668984501 (C) 3$266,571TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.
COLLAT JEWISH FAMILY SERVICES
631015318501 (C) 3$298,446TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.
JEWISH FEDERATIONS OF NORTH AMERICA
501 (C) 3$423,405TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.
BIRMINGHAM HOLOCAUST EDUCATION COMMITTEE
501 (C) 3$6,500TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.
ANTI-DEFAMATION LEAGUE
501 (C) 3$6,000TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.
OPERATION LIFESHIELD
501 (C) 3$10,000TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.
THE ISRAEL PROJECT
501 (C) 3$8,500TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.
FRIENDS OF YEMIN ORDE
501 (C) 3$5,000TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.
AMERICAN FRIENDS OF LEKET ISRAEL
501 (C) 3$10,500TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE
501 (C) 3$75,400TO 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.
CONEXX
501 (C) 3$6,500TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.
BIRMINGHAM SOUTHERN COLLEGE
501 (C) 3$6,000TO 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$232,655BaseCompensationFilingOrgAmt
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$13,910DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$15,637NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$262,202TotalCompensationFilingOrgAmt
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
Contribution74ContributionCnt
Noncash Contributions Rpt F990$353,034NoncashContributionsRptF990Amt
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, GINGER HELD, ELISA NELSON - FAMILY RELATIONSHIP CARRIE AND RICHARD PIZITZ JR. - FAMILY RELATIONSHIP MARK SCHAEFFER AND GINGER HELD - FAMILY RELATIONSHIP RICHARD AND SALLY FRIEDMAN - 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.
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'S COMPENSATION. THE EXECUTIVE DIRECTOR 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 12A, I0
RUTTENBERG FAMILY FOUNDATION
3966 MONTCLAIR ROADBIRMINGHAMAL35213631165558TO PROMOTE SOCIAL WELFARE FOR JEWISH PEOPLE IN BIRMINGHAM/WORLDAL501(C)(3)LINE 12A, I0
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$565,683
BIRMINGHAM JEWISH FOUNDATION INC
N$13,338
BIRMINGHAM JEWISH FOUNDATION INC
O$47,954
BIRMINGHAM JEWISH FOUNDATION INC
Q$287,928
RUTTENBERG FOUNDATION
C$7,776

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.