BIRMINGHAM JEWISH FOUNDATION INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

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 $4.2M in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.1M, a strong 27% 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 THROUGH ALLIANCES AND PARTNERSHIPS WITH OTHER COMMUNITY GROUPS, AND IS COMMITTED TO HELPING ALL PEOPLE IN NEED IN TIMES OF CRISIS.

Program Service Accomplishments

Program 1

Expenses: $2,757,565 Revenue: $4,173,225

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

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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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

$256,000

Total Directors

Key Employees

Highest Compensated

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