Jewish Family Services of Greater Charlotte Inc (EIN 201146861) - Form 990 Financial Analysis & Trantor Score

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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

2005

Legal Domicile

Principal Officer

Howard Olshansky

Phone

7043646594

Tax Period

2023-01-01 to 2023-12-31

Jewish Family Services of Greater Charlotte Inc, founded in 2005, is a community nonprofit in the Human Services sector that reported $1.6M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $1.4M left a modest 13% surplus.

Mission

Jewish Family Services of Greater Charlotte Inc. strengthens and empowers individuals and families through professional counseling, programs and services inspired by Jewish values.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,142,889

Program Service Revenue $238,328

Investment Income $157,369

Other Revenue $72,361

TOTAL REVENUE $1,610,947

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,060,391

Fundraising Expenses $211,004

Program Expenses $1,016,785

Other Expenses $340,693

TOTAL EXPENSES $1,401,084

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,610,947	$1,366,972	+0.2%
Expenses	$1,401,084	$1,215,913	+0.2%
Net Income	$209,863	$151,059	+0.4%

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

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

$151,122

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Howard Olshansky	Executive Dir.	35.00	Officer	$136,730	$14,392	$151,122
Amanda Zaidman	Director	2.00	Director	$0	$0	$0
Nina Rose	Director	1.00	Director	$0	$0	$0
Jennifer Golynsky	President	2.00	Officer Director	$0	$0	$0
Gene Marx	Director	1.00	Director	$0	$0	$0
Adina Loewensteiner	Director	1.00	Director	$0	$0	$0
Susy Catenazzo	Secretary	2.00	Officer Director	$0	$0	$0
Jonathan Collman	Treasurer	2.00	Officer Director	$0	$0	$0
Louis Sinkoe	Past President	1.00	Officer Director	$0	$0	$0
Rachel Fridman	Director	1.00	Director	$0	$0	$0
Andrea Cronson	Director	1.00	Director	$0	$0	$0
Andrew Bernstein	President-elect	1.00	Officer Director	$0	$0	$0
Steve Teich	Director	1.00	Director	$0	$0	$0
Marcia Lampert	Director	1.00	Director	$0	$0	$0
Eric Lerner	Director	1.00	Director	$0	$0	$0
Julie Dermack	Director	1.00	Director	$0	$0	$0
Dan Coblenz	Director	1.00	Director	$0	$0	$0
Meredith Gartner	Director	1.00	Director	$0	$0	$0
Joni Deutsch	Director	1.00	Director	$0	$0	$0
Matt Luftglass	Director	1.00	Director	$0	$0	$0
Jennifer Koss	Director	1.00	Director	$0	$0	$0
Daniel Benjamin	Director	2.00	Director	$0	$0	$0

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	No data	No data	No data	No data
2023	$1,610,947	$1,401,084	$2,515,133	$209,863
2022	$1,366,972	$1,215,913	$2,319,257	$151,059
2021	$1,067,703	$1,093,022	$2,312,126	$-25,319
2021	$1,067,703	$1,093,022	$2,312,126	$-25,319
2020	$1,199,691	$1,026,620	$2,225,820	$173,071
2019	$1,171,910	$964,957	$1,729,218	$206,953
2018	$895,105	$905,736	$1,439,158	$-10,631

Jewish Family Services of Greater Charlotte Inc