Collat Jewish Family Services (CJFS)
Legal name: Collat Jewish Family Services of Birmingham
Nonprofit profile at a glance
- EIN
- 631015318
- IRS 990 coverage
- 2010–2024
- Official website data refreshed
- Jun 2026
- Forms available
- Form 990 2024
- Location
- Birmingham, AL, United States
- Phone
- 205-879-3438
- Rating
- 88
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Ethnic, Immigrant Centers
- Affiliation
- Judaism
Reported finances
- Revenue
- $1,807,897
- Expenses
- $1,794,479
- Assets
- $1,545,709
- Liabilities
- $494,228
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
22 people listed
Executive titles in this filing
- FAYE LEVIN (PRESIDENT)
- JOYCE SHEVIN (IMMEDIATE PAST PRESIDENT)
- LAUREN SCHWARTZ (EXECUTIVE DIRECTOR)
Highest reported compensation
- LAUREN SCHWARTZ (EXECUTIVE DIRECTOR): $147,500 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
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. _At CJFS we believe in fostering a supportive, inclusive environment for a staff that is passionate about our mission, committed to excellence, and dedicated to creating impact in the community. Our culture is the cornerstone of our success and is built on these core values:_ Support: We are a team that uplifts one another, providing encouragement, guidance, and assistance whenever needed. We actively listen to each other, provide constructive feedback, offer flexibility and understanding, and celebrate successes. We strive to create an atmosphere where everyone feels supported in their professional growth and personal development.
What it reported doing in 2024
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.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 92% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 85
- Transparency & Controls: 90
- Accountability: 100
- Sustainability: 37
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 89.4%; rating input score 89
- Program expense ratio: 89.9%; rating input score 90
- Fundraising efficiency: $12.84 raised per $1 spent on fundraising; rating input score 46; 46th percentile among comparable filings
Transparency & Controls
- Consistency checks: 94.1%; rating input score 94; 25th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 76th percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 8 of 8 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 0.7%; rating input score 38; 38th percentile among comparable filings
- Total-asset coverage ratio: 0.86; rating input score 38; 38th percentile among comparable filings
- Liabilities to assets ratio: 0.32; rating input score 23; 23rd percentile among comparable filings
- Officer compensation ratio: 8.2%; rating input score 43; 43rd percentile among comparable filings
Growth
- Program expense growth: 3.6% per year; rating input score 100; 35th percentile among comparable filings
- Revenue growth: 2.9% per year; rating input score 100; 30th percentile among comparable filings
- Asset growth: 7.1% per year; rating input score 100; 48th percentile among comparable filings
Details
- What they do: 4 programs and campaigns described on the official site · 1 operating location identified
- Where the money goes: 89.4% of revenue deployed · 89.9% of spending went to programs
- Governance: 21 of 21 board members independent · 8 of 8 filing controls reported
- Programs: 4 filed program accomplishments · $1.6M in reported program spending
- Leadership: top reported pay $148K · 22 people listed
- Consistency: 32 of 33 current checks pass · 1 finding to review
- Schedules: 7 filed schedules · includes major donors and grants
- Filing history: 14 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Related organizations: 2 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Financial Efficiency: Fundraising efficiency scored 46/100.
- Moderate — Sustainability: Operating margin scored 38/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 38/100.
- Moderate — Transparency & Controls: Schedule A contributions reconciliation did not reconcile in the filed values.
- High — Sustainability: Liabilities to assets ratio scored 23/100.
- Moderate — Sustainability: Officer compensation ratio scored 43/100.