BIRMINGHAM JEWISH FEDERATION INC (EIN 631045456) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1970

Legal Domicile

Principal Officer

FLORINA NEWCOMB

Phone

2058790416

Tax Period

2024-01-01 to 2024-12-31

BIRMINGHAM JEWISH FEDERATION INC, founded in 1970, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.2M in total revenue in fiscal year 2018. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $2.5M exceeded revenue, resulting in a 14% operating deficit.

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.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,573,845

Program Service Revenue $0

Investment Income $85,115

Other Revenue $141,488

TOTAL REVENUE $2,800,448

Expense Breakdown

Grants Paid $1,790,948

Salaries & Benefits $685,484

Fundraising Expenses $175,601

Program Expenses $2,449,552

Other Expenses $288,993

TOTAL EXPENSES $2,765,425

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,800,448	$3,763,308	-0.3%
Expenses	$2,765,425	$3,852,270	-0.3%
Net Income	$35,023	$-88,962	-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

Volunteers

N/A

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
AMY SAAG	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
ANDY SAAG	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIN ARNOLD	BOARD MEMBER	1.00	Director	$0	$0	$0
KENT HAINES	BOARD MEMBER	1.00	Director	$0	$0	$0
DANIEL ODREZIN	BOARD MEMBER	1.00	Director	$0	$0	$0
GARY CUTTER	EX OFFICIO	1.00	Director	$0	$0	$0
LISA ENGEL	EX OFFICIO	1.00	Officer Director	$0	$0	$0
DAVID ROMANOFF	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE GREENE	FUNDRAISING VP	1.00	Officer Director	$0	$0	$0
JON KIMERLING	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE ROYAL	SECURITY VP	1.00	Officer Director	$0	$0	$0
ABRAHAM KUNIN	BOARD MEMBER	1.00	Director	$0	$0	$0
NANCY GOEDECKE	BOARD MEMBER	1.00	Director	$0	$0	$0
ALAN WEINTRAUB	FOUNDATION PRESIDENT	1.00	Officer Director	$0	$0	$0
JERRY HELD	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFFREY BAYER	PRESIDENTIAL APPOINTEE	1.00	Officer Director	$0	$0	$0
SCOTT GEWANT	PERSONNEL VP	1.00	Officer Director	$0	$0	$0
SHERYL KIMERLING	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
JACK ALAND	PRESIDENT	1.00	Officer Director	$0	$0	$0
STEVEN CORENBLUM	BOARD MEMBER	1.00	Director	$0	$0	$0
ILYSE BROBST	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID NELSON	BOARD MEMBER	1.00	Director	$0	$0	$0
DIANE BERKOWITZ	BOARD MEMBER	1.00	Director	$0	$0	$0
BARBARA ALAND	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREW SPERLING	BOARD MEMBER	1.00	Director	$0	$0	$0
JOEL PIASSICK	BOARD MEMBER	1.00	Director	$0	$0	$0
SARAH SHAEFFER	COMMUNITY IMPACT VP	1.00	Officer Director	$0	$0	$0
DAVID SHER	BOARD MEMBER	1.00	Director	$0	$0	$0
SETH WOLNEK	FINANCE VP	1.00	Officer Director	$0	$0	$0
DANNY COHN	CEO	50.00	Officer	$220,277	$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	$2,800,448	$2,765,425	$3,560,482	$35,023
2023	$3,763,308	$3,852,270	$3,911,122	$-88,962
2022	$3,777,910	$2,267,739	$3,836,446	$1,510,171
2021	$2,319,662	$1,931,508	$2,775,287	$388,154
2020	$2,278,239	$2,164,344	$2,247,326	$113,895
2019	$2,175,104	$2,285,084	$2,215,909	$-109,980
2018	$2,170,766	$2,483,243	$2,117,866	$-312,477

BIRMINGHAM JEWISH FEDERATION INC