Nonprofit · EIN 63-1015318
COLLAT JEWISH FAMILY SERVICES
Tax-exempt · MOUNTAIN BRK, AL 35213
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,807,897 | $1,794,479 | $13,418 | $1,545,709 | $494,228 | $1,051,481 |
| December 31, 2023 | 990 | $1,653,469 | $1,641,059 | $12,410 | $1,547,530 | $507,296 | $1,040,234 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,259,791
- of which government grants
- $70,312
- Program service revenue
- $169,642
- Investment income
- $37,421
- Net income from fundraising events
- $338,745
- Other revenue
- $341,043
Expenses
- Grants and similar amounts paid
- $134,190
- Compensation of officers, directors and key employees
- $147,500
- Other salaries and wages
- $858,671
- Salaries, compensation and benefits (total)
- $1,219,747
- Professional fundraising fees
- $0
- Occupancy
- $111,513
- Travel
- $6,249
- Depreciation
- $33,699
- Program services (functional)
- $1,612,735
- Management and general (functional)
- $83,612
- Fundraising (functional)
- $98,132
Balance sheet and other
- Total assets, start of year
- $1,547,530
- Total assets, end of year
- $1,545,709
- Total liabilities, end of year
- $494,228
- Net assets, end of year
- $1,051,481
- Land, buildings and equipment
- $216,361
- Net assets without donor restrictions
- $1,051,481
- Gross receipts
- $1,852,282
- Employees
- 27
- Volunteers
- 220
- Year formed
- 1989
- State of legal domicile
- AL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LAUREN SCHWARTZ | EXECUTIVE DIRECTOR Officer | 40 | $123,500 | $24,000 |
| FAYE LEVIN | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| DAVID OVSON | VP PROGRAMS AND SERVICES Trustee or director, Officer | 1 | $0 | $0 |
| KAY KORNMEIER | VP ADMINISTRATION Trustee or director, Officer | 1 | $0 | $0 |
| JESSICA RHODES | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| KARRI NEAL | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JOYCE SHEVIN | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| LACEY EPESTEIN | GOVERNANCE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| STEVE BRICKMAN | VP DEVELOPMENT Trustee or director, Officer | 1 | $0 | $0 |
| KENNETH BOOCKVAR | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| REBECCA BOYKINS | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| STEPHANIE BUTLER | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| LISA KIANOFF | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| DAVID REESE | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| DEBBIE WIATRAK | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GARY WEINTRAUB | DIRECTOR Trustee or director | 0.3 | $0 |
| JOSH KLAPOW | DIRECTOR Trustee or director | 0.3 | $0 |
| ANN TODD | DIRECTOR Trustee or director | 0.3 | $0 |
| SETH WOLNEK | DIRECTOR Trustee or director | 0.3 | $0 |
| JESSICA NISSENBAUM | DIRECTOR Trustee or director | 0.3 | $0 |
| BARBARA ROYAL | DIRECTOR Trustee or director | 0.3 | $0 |
| STEVE ROYAL | DIRECTOR Trustee or director | 0.3 | $0 |
990 for the year ended December 31, 2023: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LAUREN SCHWARTZ | EXECUTIVE DIRECTOR Officer | 40 | $123,500 | $24,000 |
| FAYE LEVIN | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| DAVID OVSON | VP PROGRAMS AND SERVICES Trustee or director, Officer | 1 | $0 | $0 |
| STEVE BRICKMAN | PRESIDENTIAL APPOINTEE Trustee or director, Officer | 1 | $0 | $0 |
| KAY KORNMEIER | VP ADMINISTRATION Trustee or director, Officer | 1 | $0 | $0 |
| LACEY EPSTEIN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| TOBY SIEGEL | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JOYCE SHEVIN | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| BARBARA ROYAL | GOVERNANCE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| STEVE ROYAL | VP DEVELOPMENT Trustee or director, Officer | 1 | $0 | $0 |
| NATALIE ASMAN | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| REBECCA BOYKINS | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| ANDREW DUXBURY | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| LISA KIANOFF | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| KARRI NEAL | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| DAVID REESE | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| DEBBIE WIATRAK | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| GARY WEINTRAUB | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| JESSICA RHODES | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| ANDREA MCCASKEY | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| ANN TODD | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
| SETH WOLNEK | DIRECTOR Trustee or director | 0.3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3940 MONTCLAIR RD STE 205, MOUNTAIN BRK, AL 35213-2416
- Principal officer (990 for 2024)
- LAUREN SCHWARTZ, 3940 MONTCLAIR ROAD 205, BIRMINGHAM, AL 35213
- Signed the 990
- LAUREN SCHWARTZ, EXECUTIVE DIRECTOR
- Phone
- (205) 879-3438
- Website
- WWW.CJFSBHAM.ORG
- Return prepared by
- PEARCE BEVILL LEESBURG MOORE PC
Mission
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.
Program accomplishments
- 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.Expenses $1,159,579 · grants $134,190 · revenue $97,497
- 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.Expenses $232,867 · revenue $38,265
- 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.Expenses $99,342 · revenue $33,880
- 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.Expenses $120,947
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 63-1015318
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1990
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P84Z)
- Assets (IRS master file)
- $1,545,709
- Income (IRS master file)
- $1,852,282
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,807,897 | $1,794,479 | $1,545,709 | XML |
| 990 | December 2023 | $1,653,469 | $1,641,059 | $1,547,530 | XML |
| 990 | December 2022 | $1,698,269 | $1,563,658 | $1,158,789 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 63-1015318).
Questions about COLLAT JEWISH FAMILY SERVICES
- What is the EIN of COLLAT JEWISH FAMILY SERVICES?
- The employer identification number (EIN) of COLLAT JEWISH FAMILY SERVICES is 63-1015318.
- Is COLLAT JEWISH FAMILY SERVICES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to COLLAT JEWISH FAMILY SERVICES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COLLAT JEWISH FAMILY SERVICES file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of COLLAT JEWISH FAMILY SERVICES due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COLLAT JEWISH FAMILY SERVICES last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of COLLAT JEWISH FAMILY SERVICES?
- The 990 for the year ended December 31, 2024 names LAUREN SCHWARTZ.
- Who are the officers and directors of COLLAT JEWISH FAMILY SERVICES?
- The 990 for the year ended December 31, 2024 lists 22 people; 1 received compensation from the organization, the highest $123,500 (LAUREN SCHWARTZ, EXECUTIVE DIRECTOR).
- How much revenue does COLLAT JEWISH FAMILY SERVICES have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,807,897, expenses of $1,794,479 and total assets of $1,545,709 at year end.
Other nonprofits in MOUNTAIN BRK
- LEVITE JEWISH COMMUNITY CENTER EIN 63-0288848 · last filed 990 for 2024
- HOPE INSTITUTE EIN 82-0827951 · last filed 990 for 2024
- MWANA VILLAGES US INC EIN 47-3778624 · last filed 990 for 2024
- PASTORAL COUNSELING AND TRAINING CENTER INC EIN 47-5376533 · last filed 990-EZ for 2025
- HOUSE OF HOPE EIN 27-2764211 · last filed 990-N for 2018
- 25-35 EIN 82-4199988 · last filed 990-N for 2025
- JEFFERSON COUNTY MASTER GARDENERS ASSOCIATION INC EIN 88-3689112 · last filed 990-N for 2025
- UNDEFINED EIN 84-3705962 · last filed 990-N for 2025