Civic Intelligence

Birmingham Jewish Federation Inc

EIN 63-1045456 • 501(c)3 • Birmingham, AL

View Organization Page

Profile

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.

3966 Montclair RdBirmingham, AL 35213

www.bjf.org

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.03x

Higher debt load relative to assets than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

41st percentile

0.04x

Higher debt load relative to revenue than 41% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

43rd percentile

1.3%

Higher net margin than 43% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

93rd percentile

$256,000

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 9.1% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

18th percentile

-9.0%

Faster asset growth than 18% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

12th percentile

-26%

Faster revenue growth than 12% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$3,560,482

Down $350,640 (-9.0%) from 2023

Liabilities

Down

$112,526

Down $441,917 (-80%) from 2023

Net Assets

Up

$3,447,956

Up $91,277 (+2.7%) from 2023

Operations
Liabilities / Revenue41st percentileNet Margin43rd percentile

Revenue

Down

$2,800,448

Down $962,860 (-26%) from 2023

Expenses

Down

$2,765,425

Down $1,086,845 (-28%) from 2023

Net Income

Up

$35,023

Up $123,985 (+139%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,952,932Liabilities 2011: $735,779Net Assets 2011: $2,217,1532011Assets 2012: $2,876,818Liabilities 2012: $1,011,712Net Assets 2012: $1,865,1062012Assets 2013: $2,959,719Liabilities 2013: $874,884Net Assets 2013: $2,084,8352013Assets 2014: $2,783,064Liabilities 2014: $1,059,125Net Assets 2014: $1,723,9392014Assets 2015: $2,863,548Liabilities 2015: $1,108,831Net Assets 2015: $1,754,7172015Assets 2016: $2,265,232Liabilities 2016: $1,091,120Net Assets 2016: $1,174,1122016Assets 2017: $2,443,600Liabilities 2017: $816,540Net Assets 2017: $1,627,0602017Assets 2018: $2,117,866Liabilities 2018: $828,688Net Assets 2018: $1,289,1782018Assets 2019: $2,215,909Liabilities 2019: $946,937Net Assets 2019: $1,268,9722019Assets 2020: $2,247,326Liabilities 2020: $771,679Net Assets 2020: $1,475,6472020Assets 2021: $2,775,287Liabilities 2021: $821,814Net Assets 2021: $1,953,4732021Assets 2022: $3,836,446Liabilities 2022: $495,071Net Assets 2022: $3,341,3752022Assets 2023: $3,911,122Liabilities 2023: $554,443Net Assets 2023: $3,356,6792023Assets 2024: $3,560,482Liabilities 2024: $112,526Net Assets 2024: $3,447,9562024

Highlighted filing

2024

Assets$3,560,482
Liabilities$112,526
Net Assets$3,447,956
Open 2024 Filing

Operations Trend

Revenue Growth12th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $3,825,521Expenses 2011: $2,617,221Net Income 2011: $1,208,3002011Revenue 2012: $2,487,195Expenses 2012: $2,839,242Net Income 2012: -$352,0472012Revenue 2013: $2,760,204Expenses 2013: $2,540,475Net Income 2013: $219,7292013Revenue 2014: $2,626,390Expenses 2014: $3,005,669Net Income 2014: -$379,2792014Revenue 2015: $2,522,596Expenses 2015: $2,494,434Net Income 2015: $28,1622015Revenue 2016: $1,852,603Expenses 2016: $2,453,900Net Income 2016: -$601,2972016Revenue 2017: $2,813,985Expenses 2017: $2,433,225Net Income 2017: $380,7602017Revenue 2018: $2,170,766Expenses 2018: $2,483,243Net Income 2018: -$312,4772018Revenue 2019: $2,175,104Expenses 2019: $2,285,084Net Income 2019: -$109,9802019Revenue 2020: $2,278,239Expenses 2020: $2,164,344Net Income 2020: $113,8952020Revenue 2021: $2,319,662Expenses 2021: $1,931,508Net Income 2021: $388,1542021Revenue 2022: $3,777,910Expenses 2022: $2,267,739Net Income 2022: $1,510,1712022Revenue 2023: $3,763,308Expenses 2023: $3,852,270Net Income 2023: -$88,9622023Revenue 2024: $2,800,448Expenses 2024: $2,765,425Net Income 2024: $35,0232024

Highlighted filing

2024

Revenue$2,800,448
Expenses$2,765,425
Net Income$35,023
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
$3,560,482
Liabilities
$112,526
Net assets
$3,447,956
Revenue
$2,800,448
Expenses
$2,765,425
Net income
$35,023
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.56$0.11$3.45$2.80$2.77$0.04
2023Detailed filing. Detailed filing data is available for this year.$3.91$0.55$3.36$3.76$3.85$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.84$0.50$3.34$3.78$2.27$1.51
2021Detailed filing. Detailed filing data is available for this year.$2.78$0.82$1.95$2.32$1.93$0.39
2020Detailed filing. Detailed filing data is available for this year.$2.25$0.77$1.48$2.28$2.16$0.11
2019Detailed filing. Detailed filing data is available for this year.$2.22$0.95$1.27$2.18$2.29$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.12$0.83$1.29$2.17$2.48$0.31
2017Detailed filing. Detailed filing data is available for this year.$2.44$0.82$1.63$2.81$2.43$0.38
2016Detailed filing. Detailed filing data is available for this year.$2.27$1.09$1.17$1.85$2.45$0.60
2015Detailed filing. Detailed filing data is available for this year.$2.86$1.11$1.75$2.52$2.49$0.03
2014Summary only. Only limited summary data is available for this year.$2.78$1.06$1.72$2.63$3.01$0.38
2013Summary only. Only limited summary data is available for this year.$2.96$0.87$2.08$2.76$2.54$0.22
2012Summary only. Only limited summary data is available for this year.$2.88$1.01$1.87$2.49$2.84$0.35
2011Summary only. Only limited summary data is available for this year.$2.95$0.74$2.22$3.83$2.62$1.21
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
$2,800,448
Mission and Program Overview

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,320,480$2,467,590▲ $147,110
Pledges and Grants Receivable$1,048,866$1,077,319▲ $28,453
Land, Buildings, and Equipment, Net$2,912$2,038▼ $874
Investments in Publicly Traded Securities$492,935$1,038▼ $491,897
Total Assets$3,911,122$3,560,482▼ $350,640
Other Assets Total$45,929$12,497▼ $33,432
Liabilities
Accounts Payable and Accrued Expenses$55,144$101,041▲ $45,897
Other Liabilities$499,299$11,485▼ $487,814
Total Liabilities$554,443$112,526▼ $441,917
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,938,426$1,890,761▼ $47,665
Net Assets With Donor Restrictions$1,418,253$1,557,195▲ $138,942
Total Net Assets Fund Balance$3,356,679$3,447,956▲ $91,277
Total Liabilities and Net Assets / Fund Balance$3,911,122$3,560,482▼ $350,640

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,038$231,425$233,463
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Danny CohnCEOFT$216,000$40,000$256,000

Board Members and Trustees

NameTitle
Alan WeintraubFoundation President
Amy SaagPast President
Jack AlandPresident
Sheryl KimerlingPresident Elect
Jeffrey BayerPresidential Appointee
Abraham KuninBoard Member
Andrew SperlingBoard Member
Andy SaagBoard Member
Barbara AlandBoard Member
Daniel OdrezinBoard Member
David NelsonBoard Member
David RomanoffBoard Member
David SherBoard Member
Diane BerkowitzBoard Member
Erin ArnoldBoard Member
Ilyse BrobstBoard Member
Jerry HeldBoard Member
Joel PiassickBoard Member
Jon KimerlingBoard Member
Kent HainesBoard Member
Nancy GoedeckeBoard Member
Steven CorenblumBoard Member
Sarah ShaefferCommunity Impact VP
Gary CutterEx Officio
Lisa EngelEx Officio
Seth WolnekFinance VP
Steve GreeneFundraising VP
Scott GewantPersonnel VP
Steve RoyalSecurity VP
Revenue and Support

Revenue Composition

Contributions and Grants
$2,573,845
Program Service Revenue
$0
Investment Income
$85,115
Other Revenue
$141,488
All Other Contributions
$2,573,845
Change in Net Assets
$35,023

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 Traded41$321,789Fair Market Value (FMV) of Stocks
Total Noncash Contributions41$321,789-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,800,448
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$56,254
Total Revenue per Audited Statements
$2,856,702
Total Revenue per Form 990
$2,800,448
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,790,948
Salaries, Compensation, and Employee Benefits$685,484
Other Expenses$288,993
Total Fundraising Expense$175,601
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,790,948--$1,790,948
Other Salaries and Wages$257,344$2,764$46,819$306,927
Current Officers, Directors, Trustees, and Key Employees$132,166$66,083$22,028$220,277
All Other Expenses$82,887$20,844$32,834$136,565
Other Employee Benefits$76,961$14,653$14,653$106,267
Payroll Taxes$25,589$13,212$13,212$52,013
Other Expenses$7,650$4,250$5,100$17,000
Fees for Services Accounting$8,960$3,520$3,520$16,000
Office Expenses$3,250$591$2,070$5,911
Depreciation Depletion$291$291$291$873
Total Functional Expenses$2,449,552$140,272$175,601$2,765,425

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,765,425
Total Expenses per Audited Statements$2,765,425
Total Expenses per Form 990$2,765,425
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Jewish Federation of North AmericaNew York, NY501 (c) 3To Provide Financial Support to Jewish Organizations to Carry Out Orginization Mission.$231,200
Ne Miles Jewish Day SchoolBirmingham, AL501 (c) 3To Provide Financial Support to Jewish Organizations to Carry Out Orginization Mission.$216,497
Levite Jewish Community CenterBirmingham, AL501 (c) 3To Provide Financial Support to Jewish Organizations to Carry Out Orginization Mission.$203,812
Collat Jewish Family ServicesBirmingham, AL501 (c) 3To Provide Financial Support to Jewish Organizations to Carry Out Orginization Mission.$156,204
American Joint Distribution CommitteeNew York, NY501 (c) 3To Provide Financial Support to Jewish Organizations to Carry Out Orginization Mission.$59,100
Alabama Holocaust Education CenterBirmingham, AL501 (c) 3To Provide Financial Support to Jewish Organizations to Carry Out Orginization Mission.$33,686
Chabad of AlabamaBirmingham, AL501 (c) 3To Provide Financial Support to Jewish Organizations to Carry Out Orginization Mission.$25,000
Knesseth IsraelBirmingham, AL501 (c) 3To Provide Financial Support to Jewish Organizations to Carry Out Orginization Mission.$25,000
American Friends of Leket IsraelTeaneck, NJ501 (c) 3To Provide Financial Support to Jewish Organizations to Carry Out Orginization Mission.$20,000
Operation LifeshieldDeerfield Beach, FL501 (c) 3To Provide Financial Support to Jewish Organizations to Carry Out Orginization Mission.$16,000
ALABAMA B'NAI BIRTH HILLEL FOUNDATIONTuscaloosa, AL501 (c) 3To Provide Financial Support to Jewish Organizations to Carry Out Orginization Mission.$15,000
Auburn Jewish Student OrganizationAuburn, AL501 (c) 3To Provide Financial Support to Jewish Organizations to Carry Out Orginization Mission.$10,955
Jewish Children Regional ServicesMetairie, LA501 (c) 3To Provide Financial Support to Jewish Organizations to Carry Out Orginization Mission.$10,000
Alabama Friends of the Jaffa InstituteBergenfield, NJ501 (c) 3To Provide Financial Support to Jewish Organizations to Carry Out Orginization Mission.$9,400
Impact IsraelNeedham, MA501 (c) 3To Provide Financial Support to Jewish Organizations to Carry Out Orginization Mission.$7,250
Zahal Disabled Veterans FundNew York, NY501 (c) 3To Provide Financial Support to Jewish Organizations to Carry Out Orginization Mission.$6,250
Friends of Yashar LachayalEast Brunswick, NJ501 (c) 3To Provide Financial Support to Jewish Organizations to Carry Out Orginization Mission.$5,200
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
Accrued and Other Liabilities$11,485
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Jon kimerling and sheryl kimerling - family relationship amy saag and andy saag - family relationship jack aland and barbara aland - family relationship david romanoff and steve greene and steven corenblum - family relationship jerry held and sarah schaffer - family relationship nancy goedecke and amy saag - family relationship”

Form 990, Part VI, Section A, Line 7A

“The governing body is elected by its members”

Form 990, Part VI, Section A, Line 7B

“There are special circumstances where the members must approve items set out by the governing body.”

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

“The 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 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 15A

“There 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 19

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

Filing and Contact Details

Filer

Filer Name
Birmingham Jewish Federation Inc
EIN
63-1045456
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
1970
Legal Domicile
Al
Voting Board Members
29
Independent Board Members
29
Employees
12
Volunteers
0

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 2C:

“No changes from prior year”

Financial Statement Notes

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“ROUNDING”

Raw XML AppendixShowing 400 of 846 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/TitleTxt20BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt22BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt23BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt24BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt25BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt26COMMUNITY IMPACT VP
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IRS990/MissionDesc0THE 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.
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