Civic Intelligence

Birmingham Jewish Foundation Inc

EIN 63-0833692 • 501(c)3 • Birmingham, AL

Profile

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.

3966 Montclair RdBirmingham, AL 35213

www.birminghamjewishfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

12th percentile

0.03x

Higher debt load relative to revenue than 12% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

80th percentile

27%

Higher net margin than 80% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

68th percentile

12%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

37%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$42,234,686

Up $4,358,040 (+12%) from 2023

Liabilities

Down

$134,165

Down $46,112 (-26%) from 2023

Net Assets

Up

$42,100,521

Up $4,404,152 (+12%) from 2023

Operations
Liabilities / Revenue12th percentileNet Margin80th percentile

Revenue

Up

$4,173,225

Up $1,119,133 (+37%) from 2023

Expenses

Up

$3,053,150

Up $456,262 (+18%) from 2023

Net Income

Up

$1,120,075

Up $662,871 (+145%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2011: $20,447,357Liabilities 2011: $87,238Net Assets 2011: $20,360,1192011Assets 2012: $22,516,006Liabilities 2012: $44,181Net Assets 2012: $22,471,8252012Assets 2013: $25,901,084Liabilities 2013: $45,289Net Assets 2013: $25,855,7952013Assets 2014: $28,110,261Liabilities 2014: $130,134Net Assets 2014: $27,980,1272014Assets 2015: $25,836,319Liabilities 2015: $114,023Net Assets 2015: $25,722,2962015Assets 2016: $27,141,474Liabilities 2016: $109,377Net Assets 2016: $27,032,0972016Assets 2017: $28,412,465Liabilities 2017: $172,055Net Assets 2017: $28,240,4102017Assets 2018: $28,208,879Liabilities 2018: $178,754Net Assets 2018: $28,030,1252018Assets 2019: $32,033,286Liabilities 2019: $144,008Net Assets 2019: $31,889,2782019Assets 2020: $33,090,655Liabilities 2020: $223,820Net Assets 2020: $32,866,8352020Assets 2021: $37,044,031Liabilities 2021: $137,929Net Assets 2021: $36,906,1022021Assets 2022: $33,652,927Liabilities 2022: $122,809Net Assets 2022: $33,530,1182022Assets 2023: $37,876,646Liabilities 2023: $180,277Net Assets 2023: $37,696,3692023Assets 2024: $42,234,686Liabilities 2024: $134,165Net Assets 2024: $42,100,5212024

Highlighted filing

2024

Assets$42,234,686
Liabilities$134,165
Net Assets$42,100,521
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,237,968Expenses 2011: $1,079,984Net Income 2011: $2,157,9842011Revenue 2012: $2,265,920Expenses 2012: $987,997Net Income 2012: $1,277,9232012Revenue 2013: $2,558,201Expenses 2013: $1,364,068Net Income 2013: $1,194,1332013Revenue 2014: $6,060,328Expenses 2014: $3,204,591Net Income 2014: $2,855,7372014Revenue 2015: $1,625,602Expenses 2015: $3,219,146Net Income 2015: -$1,593,5442015Revenue 2016: $2,209,256Expenses 2016: $1,842,062Net Income 2016: $367,1942016Revenue 2017: $2,062,747Expenses 2017: $2,724,680Net Income 2017: -$661,9332017Revenue 2018: $3,939,920Expenses 2018: $2,189,492Net Income 2018: $1,750,4282018Revenue 2019: $2,861,389Expenses 2019: $2,322,394Net Income 2019: $538,9952019Revenue 2020: $2,693,621Expenses 2020: $2,540,493Net Income 2020: $153,1282020Revenue 2021: $5,329,881Expenses 2021: $2,306,065Net Income 2021: $3,023,8162021Revenue 2022: $2,014,095Expenses 2022: $2,263,481Net Income 2022: -$249,3862022Revenue 2023: $3,054,092Expenses 2023: $2,596,888Net Income 2023: $457,2042023Revenue 2024: $4,173,225Expenses 2024: $3,053,150Net Income 2024: $1,120,0752024

Highlighted filing

2024

Revenue$4,173,225
Expenses$3,053,150
Net Income$1,120,075
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$42,234,686
Liabilities
$134,165
Net assets
$42,100,521
Revenue
$4,173,225
Expenses
$3,053,150
Net income
$1,120,075
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.2$0.13$42.1$4.17$3.05$1.12
2023Detailed filing. Detailed filing data is available for this year.$37.9$0.18$37.7$3.05$2.60$0.46
2022Detailed filing. Detailed filing data is available for this year.$33.7$0.12$33.5$2.01$2.26$0.25
2021Detailed filing. Detailed filing data is available for this year.$37.0$0.14$36.9$5.33$2.31$3.02
2020Detailed filing. Detailed filing data is available for this year.$33.1$0.22$32.9$2.69$2.54$0.15
2019Detailed filing. Detailed filing data is available for this year.$32.0$0.14$31.9$2.86$2.32$0.54
2018Detailed filing. Detailed filing data is available for this year.$28.2$0.18$28.0$3.94$2.19$1.75
2017Detailed filing. Detailed filing data is available for this year.$28.4$0.17$28.2$2.06$2.72$0.66
2016Detailed filing. Detailed filing data is available for this year.$27.1$0.11$27.0$2.21$1.84$0.37
2015Detailed filing. Detailed filing data is available for this year.$25.8$0.11$25.7$1.63$3.22$1.59
2014Summary only. Only limited summary data is available for this year.$28.1$0.13$28.0$6.06$3.20$2.86
2013Summary only. Only limited summary data is available for this year.$25.9$0.05$25.9$2.56$1.36$1.19
2012Summary only. Only limited summary data is available for this year.$22.5$0.04$22.5$2.27$0.99$1.28
2011Summary only. Only limited summary data is available for this year.$20.4$0.09$20.4$3.24$1.08$2.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 18, 2025
Return Version
2024v5.2
Gross Receipts
$4,173,225
Mission and Program Overview

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.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$35,118,666$39,007,131▲ $3,888,465
Cash and Non-Interest-Bearing Accounts$1,403,782$1,830,486▲ $426,704
Investments in Publicly Traded Securities$134,624$128,665▼ $5,959
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$37,876,646$42,234,686▲ $4,358,040
Other Assets Total$1,219,574$1,268,404▲ $48,830
Liabilities
Other Liabilities$178,977$128,665▼ $50,312
Accounts Payable and Accrued Expenses$1,300$5,500▲ $4,200
Total Liabilities$180,277$134,165▼ $46,112
Net Assets / Fund Balance
Net Assets With Donor Restrictions$26,777,362$29,246,815▲ $2,469,453
Net Assets Without Donor Restrictions$10,919,007$12,853,706▲ $1,934,699
Total Net Assets Fund Balance$37,696,369$42,100,521▲ $4,404,152
Total Liabilities and Net Assets / Fund Balance$37,876,646$42,234,686▲ $4,358,040

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$27,882$27,882
Other Securities$37,358,987--
Closely Held Equity Interests$463,144--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$9,197,960$361,165▲ $1,195,966$-160,502$10,524,769
2023$8,114,215$230,352▲ $1,122,658$44,480$9,197,960
2022$8,641,793$261,213▼ $542,505$60,371$8,114,215
2021$7,444,486$515,703▲ $885,212$82,729$8,641,793
2020$6,924,377$245,726▲ $453,776$77,209$7,444,486
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Cynthia TobiasImmediate Past President
Alan WeintraubPresident
Aaron NelsonVice President
Amy SaagBoard Member
Daniel OdrezinBoard Member
Danielle WeintraubBoard Member
David SherBoard Member
Eric SiegalBoard Member
Freda CentorBoard Member
Gary CutterBoard Member
Ginger HeldBoard Member
Jack AlandBoard Member
Jack LevyBoard Member
Jacob HalpernBoard Member
Jerry HeldBoard Member
Lisa EngelBoard Member
Marjorie PerlmanBoard Member
Mark SchaefferBoard Member
Rick RothBoard Member
Steve RoyalBoard Member
Stuart UsdanBoard Member
Daniel CohnCEO
Sheryl KimerlingEx Officio
Steve AltmannSecretary
Linda BarsteinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,701,046
Program Service Revenue
$0
Investment Income
$1,472,179
Other Revenue
$0
All Other Contributions
$2,701,046
Change in Net Assets
$1,120,075

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded17$1,187,594Quoted Market Price
Securities Closely Held Stock1$463,144Independent Appraisal
Total Noncash Contributions18$1,650,738-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,173,225
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$3,284,077
Total Revenue per Audited Statements
$7,457,302
Total Revenue per Form 990
$4,173,225
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,650,546
Salaries, Compensation, and Employee Benefits$249,309
Other Expenses$153,295
Total Fundraising Expense$139,029
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,650,546--$2,650,546
Other Salaries and Wages$58,561$85,678$65,340$209,579
Other Employee Benefits$7,040$7,040$14,079$28,159
Fees for Services Accounting-$8,265$5,510$13,775
Insurance-$13,584-$13,584
Other Expenses$4,171$4,171$4,171$12,513
Payroll Taxes$2,893$2,893$5,785$11,571
All Other Expenses$2,229$5,186$3,592$11,007
Conferences and Meetings$4,865--$4,865
Office Expenses$1,768$1,326$1,326$4,420
Total Functional Expenses$2,757,565$156,556$139,029$3,053,150

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,053,150
Total Expenses per Audited Statements$3,053,150
Total Expenses per Form 990$3,053,150
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Birmingham Jewish Federation Inc-501 (c)(3)To Provide Financial Support to Organization to Carry Out Organization Mission in the Community.$970,897
Ne Miles Jewish Day School-501 (c)(3)To Provide Financial Support to Organization to Carry Out Organization Mission in the Community.$439,615
Atlanta Scholars Kollel-501 (c)(3)To Provide Financial Support to Organization to Carry Out Organization Mission in the Community.$187,500
Collat Jewish Family Services-501 (c)(3)To Provide Financial Support to Jewish Organizations to Carry Out Organization Mission$143,171
Henry S Jacobs Camp-501 (c)(3)To Provide Financial Support to Organization to Carry Out Organization Mission in the Community.$115,694
Levite Jewish Community Center-501 (c)(3)To Provide Financial Support to Organizations to Carry Out Organization Mission$71,014
Temple Beth-el Foundation-501 (c)(3)To Provide Financial Support to Organization to Carry Out Organization Mission in the Community.$40,000
Chabad of AlabamaBirmingham, AL501 (c)(3)To Provide Financial Support to Organization to Carry Out Organization Mission in the Community.$38,000
TEMPLE B'NAI SHALOM-501 (c)(3)To Provide Financial Support to Organization to Carry Out Organization Mission in the Community.$31,228
Temple Beth El-501 (c)(3)To Provide Financial Support to Organization to Carry Out Organization Mission in the Community.$24,236
Action Against HungerBirmingham, AL501 (c)(3)To Provide Financial Support to Organization to Carry Out Organization Mission in the Community.$20,000
Indian Springs School-501 (c)(3)To Provide Financial Support to Organization to Carry Out Organization Mission in the Community.$20,000
Knesseth Israel-501 (c)(3)To Provide Financial Support to Organization to Carry Out Organization Mission in the Community.$20,000
National Jewish Advocacy Center-501 (c)(3)To Provide Financial Support to Organization to Carry Out Organization Mission in the Community.$16,667
Temple Beth Shalom-501 (c)(3)To Provide Financial Support to Organization to Carry Out Organization Mission in the Community.$12,700
Alabama Appleseed Center for Law & Justice-501 (c)(3)To Provide Financial Support to Organization to Carry Out Organization Mission in the Community.$10,000
Honest Reporting-501 (c)(3)To Provide Financial Support to Organization to Carry Out Organization Mission in the Community.$10,000
Opera Birmingham-501 (c)(3)To Provide Financial Support to Organization to Carry Out Organization Mission in the Community.$10,000
The Door-501 (c)(3)To Provide Financial Support to Organization to Carry Out Organization Mission in the Community.$10,000
Ua Bloom Hillel-501 (c)(3)To Provide Financial Support to Organization to Carry Out Organization Mission in the Community.$10,000
Ramah Darom-501 (c)(3)To Provide Financial Support to Organization to Carry Out Organization Mission in the Community.$7,500
Stephen Wise Free Synagogue-501 (c)(3)To Provide Financial Support to Organization to Carry Out Organization Mission in the Community.$6,844
Temple Emanu-el-501 (c)(3)To Provide Financial Support to Organization to Carry Out Organization Mission in the Community.$5,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Compensation$128,665
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Danielle weintraub and alan weintraub - family relationship aaron nelson and jerry held - family relationship jerry held and ginger held - family relationship”

Form 990, Part VI, Section B, Line 11B

“The board reviews the form 990 for completeness and accuracy.”

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 15

“A committee meets and reviews the compensation policy annually.”

Form 990, Part VI, Section C, Line 19

“All information is available for inspection at the organization's office”

Filing and Contact Details

Filer

Filer Name
Birmingham Jewish Foundation Inc
EIN
63-0833692
Phone
2058790416
Address
3966 MONTCLAIR RD, BIRMINGHAM, AL 35213

Signing Officer

Name
Florina Newcomb
Title
CEO
Phone
2058790416
Signed
2025-09-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Florina Newcomb
Formed
1983
Legal Domicile
Al
Voting Board Members
24
Independent Board Members
24
Employees
0
Volunteers
12

Preparer

Firm
Dent Moses Llp
Address
2204 LAKESHORE DRIVE 300, BHAM, AL 35209
Preparer
James W Moody CPA
Phone
2058711880
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“No changes from prior year.”

Raw XML AppendixShowing 400 of 807 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2435723
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IRS990/Form990PartVIISectionAGrp/PersonNm1ALAN WEINTRAUB
IRS990/Form990PartVIISectionAGrp/PersonNm2AMY SAAG
IRS990/Form990PartVIISectionAGrp/PersonNm3GARY CUTTER
IRS990/Form990PartVIISectionAGrp/PersonNm4MARK SCHAEFFER
IRS990/Form990PartVIISectionAGrp/PersonNm5CYNTHIA TOBIAS
IRS990/Form990PartVIISectionAGrp/PersonNm6DANIELLE WEINTRAUB
IRS990/Form990PartVIISectionAGrp/PersonNm7DAVID SHER
IRS990/Form990PartVIISectionAGrp/PersonNm8FREDA CENTOR
IRS990/Form990PartVIISectionAGrp/PersonNm9DANIEL ODREZIN
IRS990/Form990PartVIISectionAGrp/PersonNm10JERRY HELD
IRS990/Form990PartVIISectionAGrp/PersonNm11LINDA BARSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm12LISA ENGEL
IRS990/Form990PartVIISectionAGrp/PersonNm13RICK ROTH
IRS990/Form990PartVIISectionAGrp/PersonNm14STUART USDAN
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IRS990/Form990PartVIISectionAGrp/PersonNm19JACOB HALPERN
IRS990/Form990PartVIISectionAGrp/PersonNm20GINGER HELD
IRS990/Form990PartVIISectionAGrp/PersonNm21MARJORIE PERLMAN
IRS990/Form990PartVIISectionAGrp/PersonNm22ERIC SIEGAL
IRS990/Form990PartVIISectionAGrp/PersonNm23SHERYL KIMERLING
IRS990/Form990PartVIISectionAGrp/PersonNm24DANIEL COHN
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IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt24CEO
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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0THE 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.
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IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00

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