BIRMINGHAM JEWISH FOUNDATION INC

EIN: 630833692 501(c)(3)

BIRMINGHAM, AL

Total Revenue
$4,173,225
Total Expenses
$3,053,150
Total Assets
$42,234,686
Net Assets
$42,100,521
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Financial Trends

Organization Details

Formation Year
1983
Legal Domicile
AL
Principal Officer
FLORINA NEWCOMB
Phone
2058790416
Tax Period
2024-01-01 to 2024-12-31

BIRMINGHAM JEWISH FOUNDATION INC, founded in 1983, is a community nonprofit that reported $3.9M in total revenue in fiscal year 2018. Revenue surged 91% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.8M, a strong 44% operating margin.

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 AND WORLD 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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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,701,046
Program Service Revenue $0
Investment Income $1,472,179
Other Revenue $0
TOTAL REVENUE $4,173,225

Expense Breakdown

Grants Paid $2,650,546
Salaries & Benefits $249,309
Fundraising Expenses $139,029
Program Expenses $2,757,565
Other Expenses $153,295
TOTAL EXPENSES $3,053,150

Year-over-Year Comparison

2024 2023 Change
Revenue $4,173,225 $3,054,092 +0.4%
Expenses $3,053,150 $2,596,888 +0.2%
Net Income $1,120,075 $457,204 +1.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
24
Independent Members
24
Employees
N/A
Volunteers
12

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$256,000
Total Directors
24
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
AARON NELSON VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
ALAN WEINTRAUB PRESIDENT 2.00
Officer Director
$0 $0 $0
AMY SAAG BOARD MEMBER 1.00
Director
$0 $0 $0
GARY CUTTER BOARD MEMBER 1.00
Director
$0 $0 $0
MARK SCHAEFFER BOARD MEMBER 1.00
Director
$0 $0 $0
CYNTHIA TOBIAS IMMEDIATE PAST PRESIDENT 1.00
Officer Director
$0 $0 $0
DANIELLE WEINTRAUB BOARD MEMBER 1.00
Director
$0 $0 $0
DAVID SHER BOARD MEMBER 1.00
Director
$0 $0 $0
FREDA CENTOR BOARD MEMBER 1.00
Director
$0 $0 $0
DANIEL ODREZIN BOARD MEMBER 1.00
Director
$0 $0 $0
JERRY HELD BOARD MEMBER 1.00
Director
$0 $0 $0
LINDA BARSTEIN TREASURER 1.00
Officer Director
$0 $0 $0
LISA ENGEL BOARD MEMBER 1.00
Director
$0 $0 $0
RICK ROTH BOARD MEMBER 1.00
Director
$0 $0 $0
STUART USDAN BOARD MEMBER 1.00
Director
$0 $0 $0
JACK ALAND BOARD MEMBER 1.00
Director
$0 $0 $0
STEVE ROYAL BOARD MEMBER 1.00
Director
$0 $0 $0
STEVE ALTMANN SECRETARY 1.00
Director
$0 $0 $0
JACK LEVY BOARD MEMBER 1.00
Director
$0 $0 $0
JACOB HALPERN BOARD MEMBER 1.00
Director
$0 $0 $0
GINGER HELD BOARD MEMBER 1.00
Director
$0 $0 $0
MARJORIE PERLMAN BOARD MEMBER 1.00
Director
$0 $0 $0
ERIC SIEGAL BOARD MEMBER 1.00
Director
$0 $0 $0
SHERYL KIMERLING EX OFFICIO 1.00
Director
$0 $0 $0
DANIEL COHN CEO 20.00
Officer
$0 $35,723 $256,000
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $4,173,225 $3,053,150 $42,234,686 $1,120,075
2023 $3,054,092 $2,596,888 $37,876,646 $457,204
2022 $2,014,095 $2,263,481 $33,652,927 $-249,386
2021 $5,329,881 $2,306,065 $37,044,031 $3,023,816
2020 $2,693,621 $2,540,493 $33,090,655 $153,128
2019 $2,861,389 $2,322,394 $32,033,286 $538,995
2018 $3,939,920 $2,189,492 $28,208,879 $1,750,428
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