Totals
- Total revenue
- $3,054,092
- Total expenses
- $2,596,888
- Contributions and grants received
- $2,145,205
- Grants paid
- $2,212,598
- Program service revenue
- $0
- Investment income
- $908,887
- Other revenue
- $0
- Total assets, end of year
- $37,876,646
- Total liabilities, end of year
- $180,277
- Net assets or fund balances, end of year
- $37,696,369
- Program services expenses (Part IX)
- $2,328,850
- Management and general expenses
- $144,351
- Fundraising expenses
- $123,687
- Program service expenses (Part III)
- $2,328,850
Program services were 89.7% 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.
-
1f · All other contributions, gifts and grants
$2,145,205
-
1g · Noncash contributions included above
$380,572
-
3 · Investment income
total $399,764 · excluded $399,764
-
7a · Gross sales of assets other than inventory
securities $509,123
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $509,123
-
7d · Net gain or loss
total $509,123 · excluded $509,123
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,212,598 · program services $2,212,598
-
5 · Compensation of officers, directors and key employees
total $113,225 · program services $22,645 · management and general $50,951 · fundraising $39,629
-
7 · Other salaries and wages
total $104,742 · program services $40,235 · management and general $35,390 · fundraising $29,117
-
9 · Other employee benefits
total $29,847 · program services $7,462 · management and general $7,462 · fundraising $14,923
-
10 · Payroll taxes
total $12,816 · program services $3,204 · management and general $3,204 · fundraising $6,408
-
11c · Fees: accounting
total $13,775 · management and general $8,265 · fundraising $5,510
-
13 · Office expenses
total $4,477 · program services $1,791 · management and general $1,343 · fundraising $1,343
-
14 · Information technology
total $6,561 · program services $2,187 · management and general $2,187 · fundraising $2,187
-
19 · Conferences, conventions and meetings
total $20,178 · program services $20,178
-
23 · Insurance
total $13,656 · management and general $13,656
-
24a · Other expenses: DEFERRED COMPENSATION
total $18,692 · program services $4,673 · management and general $8,411 · fundraising $5,608
-
24b · Other expenses: MISCELLANEOUS
total $11,831 · program services $4,009 · management and general $1,684 · fundraising $6,138
-
24c · Other expenses: COMPUTERS
total $10,344 · program services $3,448 · management and general $3,448 · fundraising $3,448
-
24d · Other expenses: MARKETING
total $8,046 · program services $4,023 · fundraising $4,023
-
24e · All other expenses
total $16,100 · program services $2,397 · management and general $8,350 · fundraising $5,353
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,230,338 · end of year $1,403,782
-
10a · Land, buildings and equipment: cost or other basis
$27,882
-
10b · Land, buildings and equipment: accumulated depreciation
$27,882
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $116,052 · end of year $134,624
-
12 · Investments: other securities
beginning of year $31,129,749 · end of year $35,118,666
-
15 · Other assets
beginning of year $1,176,788 · end of year $1,219,574
-
17 · Accounts payable and accrued expenses
beginning of year $6,757 · end of year $1,300
-
25 · Other liabilities
beginning of year $116,052 · end of year $178,977
-
27 · Net assets without donor restrictions
beginning of year $10,519,232 · end of year $10,919,007
-
28 · Net assets with donor restrictions
beginning of year $23,010,886 · end of year $26,777,362
Mission and programs · 2023
Mission
THE BIRMINGHAM JEWISH FOUNDATION 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.
Activities or mission (Part I)
THE BIRMINGHAM JEWISH FOUNDATION IS DEDICATED TO NURTURING AND PROMOTING JEWISH LIFE IN BIRMINGHAM, NATIONALLY, IN ISRAEL AND THROUGHOUT THE WORLD; IS INVOLVED IN BUILDING A BETTER BIRMINGHAM AND WORLD THROUGH ALLIANCES AND PARTNERSHIPS WITH OTHER COMMUNITY GROUPS, AND IS COMMITTED TO HELPING ALL PEOPLE IN NEED IN TIMES OF CRISIS.
-
THE BIRMINGHAM JEWISH FOUNDATION 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 $2,328,850 · Grants $2,212,598 · Revenue $3,054,092
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Aaron NelsonAARON NELSON
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Alan WeintraubALAN WEINTRAUB
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Amy SaagAMY SAAG
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Gary CutterGARY CUTTER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Caryn CorenblumCARYN CORENBLUM
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Cynthia TobiasCYNTHIA TOBIAS
IMMEDIATE PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Danielle WeintraubDANIELLE WEINTRAUB
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
David SherDAVID SHER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Freda CentorFREDA CENTOR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Gary SchiffGARY SCHIFF
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jerry HeldJERRY HELD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Linda BarsteinLINDA BARSTEIN
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Lisa EngelLISA ENGEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Rick RothRICK ROTH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Scott GewantSCOTT GEWANT
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Sheri KrellSHERI KRELL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Steve RoyalSTEVE ROYAL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Steve AltmannSTEVE ALTMANN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jack LevyJACK LEVY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jacob HalpernJACOB HALPERN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ginger HeldGINGER HELD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Marjorie PerlmanMARJORIE PERLMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Eric SiegalERIC SIEGAL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sheryl KimerlingSHERYL KIMERLING
EX OFFICIO
- Total calculated
- $0
- Hours/week
- 1
-
Sally FriedmanSALLY FRIEDMAN
EXECUTIVE DIRECTOR
- Total calculated
- $121,949
- From this org
- $0
- From related orgs
- $113,226
- Other
- $8,723
- Hours/week
- 40
-
Daniel CohnDANIEL COHN
CEO
- Total calculated
- $0
- Hours/week
- 20
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.
Grants on this return
-
BIRMINGHAM JEWISH FEDERATION INC
$944,152
TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY.
-
$171,686
TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY.
-
AMERICAN FRIENDS OF MAGEN DAVID ADOM
$140,000
TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY.
-
ALABAMA HOLOCAUST EDUCATION CENTER
$76,000
TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY.
-
$58,585
TO PROVIDE FINANCIAL SUPPORT TO JEWISH ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION
-
LEVITE JEWISH COMMUNITY CENTER
$54,000
TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATIONS TO CARRY OUT ORGANIZATION MISSION
-
TEMPLE BETH-EL FOUNDATION
$30,000
TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY.
-
TEMPLE BETH EL
$28,600
TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY.
-
COMMUNITY FOUNDATION OF GREATER BIRMINGHAM
$25,000
TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY.
-
INDIAN SPRINGS SCHOOL
$20,000
TO PROVIDE FINANCIAL SUPPORT TO ORGANIZATION TO CARRY OUT ORGANIZATION MISSION IN THE COMMUNITY.
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.
-
BIRMINGHAM JEWISH FEDERATION INC
501(C)(3) · NURTURING AND PROMOTING JEWISH LIFE · AL
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202433189349310968
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.