GREENSBORO JEWISH FEDERATION (EIN 237107693) - 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

1940

Legal Domicile

Principal Officer

DAVID ROSENSTEIN

Phone

3368525433

Tax Period

2022-07-01 to 2023-06-30

GREENSBORO JEWISH FEDERATION, founded in 1940, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.8M in total revenue in fiscal year 2022. Revenue fell 66% from the prior year — a significant decline worth monitoring. Expenses of $2.7M left a modest 6% surplus.

Mission

THE GREENSBORO JEWISH FEDERATION BUILDS COMMUNITY AMONG THE JEWISH PEOPLE OF GREENSBORO, ASSURING CONTINUITY FROM GENERATION TO GENERATION. RECOGNIZING THAT EACH JEW IS RESPONSIBLE, ONE FOR ANOTHER, THE FEDERATION PROMOTES THE WELFARE OF THE JEWISH PEOPLE IN OUR COMMUNITY, IN ISRAEL, AND WORLDWIDE. LOCALLY, THE FEDERATION OFFERS PROGRAMMING, NETWORKING, AND SOCIAL EVENTS, SCHOLARSHIPS AND GRANTS; BROKERS COMMUNITY RELATIONS; SUPPORTS HUMANITARIAN EFFORTS IN ISRAEL AND WITH VULNERABLE COMMUNITIES IN 70 COUNTRIES; AND ORGANIZES OBSERVANCES AND CELEBRATIONS OF JEWISH HOLIDAYS. THE JEWISH FOUNDATION OF GREENSBORO, A CONSTITUENT AGENCY OF THE FEDERATION, OFFERS MANY PHILANTHROPIC OPTIONS INCLUDING DONOR ADVISED FUNDS, ENDOWMENT FUNDS, AND TESTAMENTARY GIFTS. AS ANOTHER CONSTITUENT AGENCY, JEWISH FAMILY SERVICES OFFERS CLINICAL SERVICES, SENIOR SERVICES, EMPLOYMENT AND VOLUNTEER RECRUITMENT, AND ADDITIONAL RESOURCES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $2,061,306

Program Service Revenue $584,358

Investment Income $2,555

Other Revenue $171,932

TOTAL REVENUE $2,820,151

Expense Breakdown

Grants Paid $919,484

Salaries & Benefits $1,125,801

Fundraising Expenses $245,817

Program Expenses $2,064,446

Other Expenses $618,603

TOTAL EXPENSES $2,663,888

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,820,151	$8,324,888	-0.7%
Expenses	$2,663,888	$9,085,400	-0.7%
Net Income	$156,263	$-760,512	-1.2%

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

333

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

$293,957

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BERKELHAMMER MICHAEL	PAST PRESIDENT	1.00	Director	$0	$0	$0
MILSTEIN RON	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
HARBAUGH MOLLY BRENNER	TRUSTEE AT LARGE	1.00	Director	$0	$0	$0
PRONT RACHEL	TRUSTEE AT LARGE	1.00	Director	$0	$0	$0
SIMEL RAFFI	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
WEINSTOCK LEW	BETH DAVID SYNAGOGUE REPRESENTATIVE	1.00	Director	$0	$0	$0
STRASSER ELIZABETH	IMMEDIATE PAST CO-CHAIR, CAMPAIGN	1.00	Director	$0	$0	$0
BERNSTEIN PEGGY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BARGEBUHR GARY	VICE CHAIR, CAMPAIGN	1.00	Director	$0	$0	$0
ANDREWS MINDY SAMET	TRUSTEE AT LARGE	1.00	Director	$0	$0	$0
BEN-GIDEON RABBI JOSHUA	CONGREGATIONAL RABBI	1.00	Director	$0	$0	$0
SLAINE MICHELE	TRUSTEE AT LARGE	1.00	Director	$0	$0	$0
SIMMONS SUSAN	PAST PRESIDENT	1.00	Director	$0	$0	$0
KAISER JENNY	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
KILIMANJARO AFRIQUE	TRUSTEE AT LARGE	1.00	Director	$0	$0	$0
THOMPSON AMY	TRUSTEE AT LARGE	1.00	Director	$0	$0	$0
KOREN RABBI ANDREW	CONGREGATIONAL RABBI	1.00	Director	$0	$0	$0
TUCK MARSHALL	AFFILIATED ORGANIZATION RE	1.00	Director	$0	$0	$0
HAMPTON CORIE	TRUSTEE AT LARGE	1.00	Director	$0	$0	$0
APPEL LARRY	PRESIDENTIAL APPOINTMENTS	1.00	Director	$0	$0	$0
SIEGEL FRED	TRUSTEE AT LARGE	1.00	Director	$0	$0	$0
MILLER DEBBY	JDC (EX-OFFICIO)	1.00	Director	$0	$0	$0
MILSTEIN VICTORIA	TRUSTEE AT LARGE	1.00	Director	$0	$0	$0
COHEN JOHN	PRESIDENT	1.00	Officer Director	$0	$0	$0
PLOTKIN RABBI YOSEF	CHABAD REPRESENTATIVE	1.00	Director	$0	$0	$0
ROBINSON SUSAN	PAST PRESIDENT	1.00	Director	$0	$0	$0
CITRIN KERRY	B'NAI ISRAEL SYNAGOGUE (HIGH POINT) REPRESENTATIVE	1.00	Director	$0	$0	$0
ROSEN KEITH	BUDGET COMMITTEE	1.00	Director	$0	$0	$0
THURM TAMMI	PRESIDENTIAL APPOINTMENTS	1.00	Director	$0	$0	$0
FEIBELMAN SUSAN	B'NAI SHALOM DAY SCHOOL REPRESENTATIVE	1.00	Director	$0	$0	$0
KRANZ EMILY	CAMPAIGN CO-CHAIR	1.00	Officer Director	$0	$0	$0
ROBINSON FREDDY	PRESIDENTAL APPOINTMENT	1.00	Officer Director	$0	$0	$0
SIEGEL SUSAN	HEAD OF SCHOOL BSDS	1.00	Director	$0	$0	$0
LEVI SIMARA	HADASSAH REPRESENTATIVE	1.00	Director	$0	$0	$0
CONE TOM	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
SLOAN TOM	PAST PRESIDENT	1.00	Director	$0	$0	$0
LANIER MARISSA	NORTH CAROLINA HILLEL REPRESENTATIVE	1.00	Director	$0	$0	$0
ISAACSON MARC	PAST PRESIDENT	1.00	Director	$0	$0	$0
YARDENAY RON	IMMEDIATE PAST CO-CHAIR, CAMPAIGN	1.00	Director	$0	$0	$0
ROSENSTEIN DAVID	TREASURER	1.00	Officer Director	$0	$0	$0
SWICK DANIELLE	JEWISH FAMILY SERVICES CHAIR	1.00	Officer Director	$0	$0	$0
GLAZMAN JON	FINANCE COMMITTEE CHAIR	1.00	Director	$0	$0	$0
MOFF DAVID	HUMAN RESOURCE COMMITTE CH	1.00	Director	$0	$0	$0
GORDON MICHELE	VICE CHAIR CAMPAIGN	1.00	Director	$0	$0	$0
DAVIS KARA	TRUSTEE AT LARGE	1.00	Director	$0	$0	$0
GARCIA ASHLEY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
GOULD JOSH	TRUSTEE AT LARGE	1.00	Director	$0	$0	$0
SPAULDING ALINA	CAMPAIGN CO-CHAIR	1.00	Officer Director	$0	$0	$0
MEZER HOWARD	SECRETARY	1.00	Officer Director	$0	$0	$0
BENSON PAUL	TEMPLE EMANUEL REPRESENTATIVE	1.00	Director	$0	$0	$0
MANNING KATHY	JFNA BOARD (EX-OFFICIO)	1.00	Director	$0	$0	$0
SPINRAD HANNAH GUTTERMAN	EXECUTIVE DIRECTOR, NC HILLEL	1.00	Director	$0	$0	$0
CONE SAM	JEWISH FOUNDATION OF GREENSBORO CHAIR	1.00	Director	$0	$0	$0
CHANDLER MARILYN	CEO	40.00	Officer	$204,302	$1,181	$205,483
PERRELL MICHELE	DIR FINANCE AND HR	40.00	Officer	$77,389	$11,085	$88,474

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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$2,820,151	$2,663,888	$3,491,317	$156,263
2022	$8,324,888	$9,085,400	$42,398,440	$-760,512
2021	$13,714,288	$9,893,376	$48,695,324	$3,820,912
2020	$6,136,419	$6,787,946	$41,635,209	$-651,527
2019	$6,388,405	$7,748,268	$41,742,738	$-1,359,863
2018	$7,867,822	$6,512,749	$43,172,489	$1,355,073

GREENSBORO JEWISH FEDERATION