2025-11-17T14:17:44-06:00 2024-12-31 630813240 PEARCE BEVILL LEESBURG MOORE PC 110 OFFICE PARK DR BIRMINGHAM AL 35223 990 2024-01-01 631015318 COLLAT JEWISH FAMILY SERVICES OF BIRMINGHAM COLL 2058793438 3940 MONTCLAIR ROAD 205 BIRMINGHAM AL 35213 LAUREN SCHWARTZ EXECUTIVE DIRECTOR 2058793438 2025-11-14 1 0 MATT ANDREWS P01265227 2053235440 2025-11-13 2024 2025-03-06 01:10:19Z LAUREN SCHWARTZ 3940 MONTCLAIR ROAD 205 BIRMINGHAM AL 35213 1852282 0 X WWW.CJFSBHAM.ORG X 1989 AL CJFS ENHANCES QUALITY OF LIFE AND STRENGTHENS INDEPENDENCE FOR INDIVIDUALS AND FAMILIES, WITH A PRIMARY FOCUS ON OLDER ADULTS, BY PROVIDING EXCEPTIONAL SUPPORT SERVICES IN ACCORDANCE WITH JEWISH VALUES. 21 21 27 220 0 0 1187227 1259791 158875 169642 16032 37421 291335 341043 1653469 1807897 67188 134190 0 0 1128565 1219747 0 0 98132 445306 440542 1641059 1794479 12410 13418 1547530 1545709 507296 494228 1040234 1051481 X CJFS ENHANCES QUALITY OF LIFE AND STRENGTHENS INDEPENDENCE FOR INDIVIDUALS AND FAMILIES, WITH A PRIMARY FOCUS ON OLDER ADULTS, BY PROVIDING EXCEPTIONAL SUPPORT SERVICES IN ACCORDANCE WITH JEWISH VALUES. 0 0 1159579 134190 97497 COMPREHENSIVE SENIOR SERVICES AND FAMILY ASSISTANCE - PROGRAMS AND SERVICES TARGETING 60+ AND/OR DISABLED INDIVIDUALS AND FAMILIES IN MAINTAINING INDEPENDENT DIGNIFIED LIFESTYLES. SERVICES INCLUDE COMPREHENSIVE CARE MANAGEMENT, IN-HOME PERSONAL CARE, ESCORTED TRANSPORTATION,RESPITE CARE AND ACCESS TO COMMUNITY RESOURCES. FINANCIAL ASSISTANCE IS AVAILABLE TO PEOPLE OF ALL AGES FOR CRISIS AND URGENT BASIC NEEDS, RESPITE CARE AND JEWISH COMMUNITY ENHANCEMENT PROGRAMS. 232867 38265 COUNSELING - AFFORDABLE PROFESSIONAL COUNSELING IS AVAILABLE TO MEET THE UNIQUE NEEDS OF INDIVIDUALS AND FAMILIES OF ALL AGES. A CAREGIVER SUPPORT/EDUCATION GROUP IS OFFERED WEEKLY. ADDITIONAL EDUCATION/SUPPORT GROUPS ARE AVAILABLE BASED ON COMMUNITY NEED. 99342 33880 BUZ-A-BUS - PROVIDES TRANSPORTATION FOR INDIVIDUALS OVER AGE 60 AND THE PHYSICALLY CHALLENGED. THE SERVICE IS DESIGNED TO HELP INDIVIDUALS MAINTAIN THEIR INDEPENDENCE. THE BUZ-A-BUS IS A 9 PASSENGER VAN EQUIPPED WITH ONE WHEELCHAIR LIFT. FUNDS PAY FOR FUEL, REPAIRS AND MAINTENANCE. 120947 OUTREACH/VOLUNTEER PROGRAMS AND SERVICES - VOLUNTEERS OF ALL AGES ARE USED FOR BOTH DIRECT SERVICE TO CLIENTS AND AGENCY ADMINISTRATIVE FUNCTIONS. OUTREACH PROGRAMS INCLUDE GROCERY DELIVERY AND PROGRAMMING FOR SENIORS LIVING IN RETIREMENT COMMUNITIES. 120947 1612735 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 7 0 1 27 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X CAROLYN PEVEY 2058793438 3940 MONTCLAIR ROAD BIRMINGHAM AL 35213 FAYE LEVIN PRESIDENT 2.00 X X 0 0 0 DAVID OVSON VP PROGRAMS AND SERVICES 1.00 X X 0 0 0 KAY KORNMEIER VP ADMINISTRATION 1.00 X X 0 0 0 JESSICA RHODES TREASURER 1.00 X X 0 0 0 KARRI NEAL SECRETARY 1.00 X X 0 0 0 JOYCE SHEVIN IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 LACEY EPESTEIN GOVERNANCE CHAIR 1.00 X X 0 0 0 STEVE BRICKMAN VP DEVELOPMENT 1.00 X X 0 0 0 KENNETH BOOCKVAR DIRECTOR 0.30 X 0 0 0 REBECCA BOYKINS DIRECTOR 0.30 X 0 0 0 STEPHANIE BUTLER DIRECTOR 0.30 X 0 0 0 LISA KIANOFF DIRECTOR 0.30 X 0 0 0 DAVID REESE DIRECTOR 0.30 X 0 0 0 DEBBIE WIATRAK DIRECTOR 0.30 X 0 0 0 GARY WEINTRAUB DIRECTOR 0.30 X 0 0 0 JOSH KLAPOW DIRECTOR 0.30 X 0 0 0 ANN TODD DIRECTOR 0.30 X 0 0 0 SETH WOLNEK DIRECTOR 0.30 X 0 0 0 JESSICA NISSENBAUM DIRECTOR 0.30 X 0 0 0 BARBARA ROYAL DIRECTOR 0.30 X 0 0 0 STEVE ROYAL DIRECTOR 0.30 X 0 0 0 LAUREN SCHWARTZ EXECUTIVE DIRECTOR 40.00 X 123500 0 24000 123500 0 24000 1 0 0 0 0 249681 70312 939798 1259791 COUNSELING/OUTREACH FE 624100 169642 169642 169642 37421 37421 383130 44385 338745 338745 OTHER INCOME 900099 2298 2298 2298 1807897 39719 0 508387 134190 134190 147500 131261 7391 8848 858671 764139 43022 51510 53359 47485 2673 3201 82988 73852 4158 4978 77229 68727 3869 4633 13907 12375 697 835 27000 24030 1350 1620 36590 32565 1830 2195 43034 38847 1903 2284 111513 101415 4590 5508 6249 6249 4074 1884 2190 33699 29992 1685 2022 50766 45182 2538 3046 PROGRAM EXPENSES 69039 59816 3923 5300 TELEPHONE 26961 23995 1348 1618 DUES & SUBSCRIPTIONS 8900 7921 445 534 BUZ-A-BUS 8810 8810 0 0 1794479 1612735 83612 98132 580130 906187 358774 0 20323 4748 16368 15397 48288 95245 447648 231287 119435 216361 404212 307771 1547530 1545709 80194 72799 40000 123500 387102 297929 507296 494228 X 1040234 1051481 1040234 1051481 1547530 1545709 X 13418 -2171 X X 0 1 X 1 0 X 1268838 1520619 1585369 1509678 1645219 7529723 1268838 1520619 1585369 1509678 1645219 7529723 7529723 5581 2080 3458 16032 37421 64572 7594295 0.99150 0.99560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 174924 90542 84382 192740 137886 54854 79984 2859 77125 216361 ASSISTANCE 14175 RIGHT OF USE 293596 307771 X 1807897 0 1807897 0 1807897 1794479 0 1794479 0 1794479 PART X, LINE 2: THE AGENCY IS A TAX-EXEMPT ENTITY UNDER SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE AGENCY ADOPTED ACCOUNTING STANDARDS RELATING TO UNCERTAINTY OF INCOME TAX POSITIONS. MANAGEMENT ASSESSED WHETHER THERE WERE ANY UNCERTAIN TAX POSITIONS THAT MAY GIVE RISE TO INCOME TAX LIABILITIES AND DETERMINED THAT THERE WERE NO SUCH MATTERS REQUIRING RECOGNITION IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE AGENCY FILES INFORMATION RETURNS UNDER U.S. FEDERAL JURISDICTION. WITH FEW EXCEPTIONS, THE AGENCY IS NO LONGER SUBJECT TO U.S. FEDERAL TAX EXAMINATIONS FOR YEARS BEFORE 2021. HANDS UP TOGETHER EVE 383130 383130 22965 300 21120 383130 383130 22965 300 21120 44385 338745 0 INDIVIDUAL AND FAMILY ASSISTANCE 130 134190 PART I, LINE 2: THE ORGANIZATION USES ITS FINANCIAL RECORDS TO SUBSTANTIATE THE AMOUNT OF GRANTS OR ASSISTANCE PROVIDED. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS PROVIDED TO THE ORGANIZATION BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR BOARD MEMBERS REVIEW AND SIGN A NEW CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR TOP MANAGEMENT INCLUDES AN ANNUAL REVIEW TO DETERMINE CONTINUATION OR CHANGE IN SALARY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: BAD DEBT -2,171. FORM 990, PART XII, QUESTION 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. BIRMINGHAM JEWISH FEDERATION PO BOX 130219 BIRMINGHAM AL 35213 631045456 TO PROVIDE AID AND IMPROVE THE LIVES OF THE JEWISH COMMUNITY. AL 501(C)(3) 501(C)(3)(01) 0 BIRMINGHAM JEWISH FOUNDATION PO BOX 130219 BIRMINGHAM AL 35213 630833692 TO PROVIDE AID AND IMPROVE THE LIVES OF THE JEWISH COMMUNITY. AL 501(C)(3) 501(C)(3)(01) 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 BIRMINGHAM JEWISH FEDERATION C 156204 BIRMINGHAM JEWISH FOUNDATION C 93477 BIRMINGHAM JEWISH FOUNDATION R 8550 BIRMINGHAM JEWISH FOUNDATION S 8550