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Nonprofiteer
← BIRMINGHAM JEWISH FEDERATION

Form 990 for tax year 2022

Filed by BIRMINGHAM JEWISH FEDERATION.

Totals

Total revenue
$3,777,910
Total expenses
$2,267,739
Contributions and grants received
$3,660,613
Grants paid
$1,609,184
Program service revenue
$0
Investment income
$12,297
Other revenue
$105,000
Total assets, end of year
$3,836,446
Total liabilities, end of year
$495,071
Net assets or fund balances, end of year
$3,341,375
Program services expenses (Part IX)
$2,074,840
Management and general expenses
$93,626
Fundraising expenses
$99,273
Program service expenses (Part III)
$2,074,840

Program services were 91.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $151,613

  • 1f · All other contributions, gifts and grants

    $3,509,000

  • 1g · Noncash contributions included above

    $220,099

  • 3 · Investment income

    total $12,297 · excluded $12,297

  • 11a · Other revenue: EMPLOYEE RETENTION CRE

    total $105,000 · related or exempt $105,000

  • 11e · Other revenue, total

    $105,000

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,609,184 · program services $1,609,184

  • 5 · Compensation of officers, directors and key employees

    total $188,074 · program services $112,844 · management and general $56,422 · fundraising $18,808

  • 7 · Other salaries and wages

    total $322,954 · program services $216,338 · management and general $34,501 · fundraising $72,115

  • 9 · Other employee benefits

    total $103,656 · program services $85,624 · management and general $9,016 · fundraising $9,016

  • 10 · Payroll taxes

    total $49,380 · program services $34,566 · management and general $7,407 · fundraising $7,407

  • 11c · Fees: accounting

    total $16,075 · program services $9,001 · management and general $3,537 · fundraising $3,537

  • 13 · Office expenses

    total $3,096 · program services $1,703 · management and general $310 · fundraising $1,083

  • 22 · Depreciation, depletion and amortization

    total $872 · program services $291 · management and general $290 · fundraising $291

  • 24a · Other expenses: CAMPAIGN EXPENSES

    total $20,900 · program services $10,450 · fundraising $10,450

  • 24b · Other expenses: SERVICE CONTRACTS

    total $13,923 · program services $7,658 · management and general $2,088 · fundraising $4,177

  • 24c · Other expenses: CEO PROFESSIONAL ENRICH

    total $10,479 · program services $8,383 · fundraising $2,096

  • 24d · Other expenses: INSURANCE COVERAGE

    total $8,149 · program services $3,667 · management and general $2,037 · fundraising $2,445

  • 24e · All other expenses

    total -$79,003 · program services -$24,869 · management and general -$21,982 · fundraising -$32,152

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,036,523 · end of year $2,042,977

  • 3 · Pledges and grants receivable

    beginning of year $81,223 · end of year $1,214,790

  • 9 · Prepaid expenses and deferred charges

    end of year $20,950

  • 10a · Land, buildings and equipment: cost or other basis

    $233,463

  • 10b · Land, buildings and equipment: accumulated depreciation

    $229,677

  • 10c · Land, buildings and equipment, net

    beginning of year $4,660 · end of year $3,786

  • 11 · Investments: publicly traded securities

    beginning of year $651,625 · end of year $448,593

  • 15 · Other assets

    beginning of year $1,256 · end of year $105,350

  • 17 · Accounts payable and accrued expenses

    end of year $32,188

  • 25 · Other liabilities

    beginning of year $821,814 · end of year $462,883

  • 27 · Net assets without donor restrictions

    beginning of year $1,545,245 · end of year $1,764,418

  • 28 · Net assets with donor restrictions

    beginning of year $408,228 · end of year $1,576,957

Mission and programs · 2022

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.

  • 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.

    Expenses $2,074,840 · Grants $1,609,184 · Revenue $3,509,000

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Amy Saag

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Andy Saag

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ben Rosenbaum

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Carlie Stein Somerville

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Daniel Odrezin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Gary Cutter

    PERSONNEL VP

    Total calculated
    $0
    Hours/week
    1

  • Ginger Held

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • David Romanoff

    COMMUNITY IMPACT VP

    Total calculated
    $0
    Hours/week
    1

  • Steve Greene

    FUNDRAISING VP

    Total calculated
    $0
    Hours/week
    1

  • Jon Kimerling

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Cynthia Tobias

    FOUNDATION PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Lisa Engel

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Nancy Goedecke

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Rachel Friedman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jerry Held

    PRESIDENTIAL APPOINTEE

    Total calculated
    $0
    Hours/week
    1

  • Ron Levitt

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Scott Gewant

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Sheryl Kimerling

    EX OFFICIO

    Total calculated
    $0
    Hours/week
    1

  • Jack Aland

    PRESIDENT ELECT

    Total calculated
    $0
    Hours/week
    1

  • Steve Corenblum

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Randi Landy

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Richard Pizitz Jr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jesse Unkenholz

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Barbara Aland

    FINANCE VP

    Total calculated
    $0
    Hours/week
    1

  • Savannah Koplon

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Joel Piassick

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Michael Routman

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Sarah Shaeffer

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Alyssa Blair

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • David Sher

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Danny Cohn

    CEO

    Total calculated
    $221,296
    From this org
    $188,074
    From related orgs
    $0
    Other
    $33,222
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $188,074
    Bonus
    $0
    Other
    $0
    Deferred
    $13,500
    Nontaxable benefits
    $19,722
    Filer's total
    $221,296

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • JEWISH FEDERATION OF NORTH AMERICA

    $382,790

    TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.

  • LEVITE JEWISH COMMUNITY CENTER

    $256,335

    TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.

  • COLLAT JEWISH FAMILY SERVICES

    $214,674

    TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.

  • NE MILES JEWISH DAY SCHOOL

    $205,792

    TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.

  • AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE

    $75,000

    TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.

  • ALABAMA B'NAI BIRTH HILLEL FOUNDATION

    $29,516

    TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.

  • BIRMINGHAM JEWISH FOUNDATION

    $20,000

    TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.

  • ALABAMA HOLOCAUST EDUCATION CENTER

    $18,926

    TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.

  • AMERICAN FRIENDS OF LEKET ISRAEL

    $17,000

    TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.

  • OPERATION LIFESHIELD

    $12,250

    TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGINIZATION MISSION.

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
28 September 2023
IRS schema version
2022v5.0
Source object
202342759349301969

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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