JEWISH FAMILY SERVICES OF WNC INC

EIN: 452497063 501(c)(3) Human Services

ASHEVILLE, NC

Total Revenue
$1,081,307
Total Expenses
$984,583
Total Assets
$883,475
Net Assets
$114,184
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2011
Principal Officer
MICHAEL BARNETT
Phone
8282532900
Tax Period
2024-01-01 to 2024-12-31

JEWISH FAMILY SERVICES OF WNC INC, founded in 2011, is a community nonprofit in the Human Services sector that reported $1.1M in total revenue in fiscal year 2024. Revenue surged 47% from the prior year, signaling strong growth momentum. Expenses of $985K left a modest 9% surplus.

Mission

JEWISH FAMILY SERVICES OF WNC (JFS) IS AN INCLUSIVE, WELCOMING SPACE THAT PROVIDES A BROAD RANGE OF CLINICAL AND SOCIAL SUPPORT SERVICES TO ADULTS OF ALL FAITHS - WITH SPECIAL EMPHASIS ON THE NEEDS OF OLDER ADULTS AND OTHER UNDER-SERVED COMMUNITY MEMBERS. WE VALUE INTEGRITY, RESPECT, CARING, QUALITY, AND JUSTICE.

Program Service Accomplishments

Program 1
Expenses: $800,872 Revenue: $279,854

HEALING SOLUTIONS COUNSELING: HEALING SOLUTIONS COUNSELING AT JFS PROVIDES UNIQUE AND COORDINATED SERVICES THAT WILL ENGAGE YOU IN IDENTIFYING YOUR NEEDS, STRENGTHS, AND GOALS IN A WELCOMING AND...

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HEALING SOLUTIONS COUNSELING: HEALING SOLUTIONS COUNSELING AT JFS PROVIDES UNIQUE AND COORDINATED SERVICES THAT WILL ENGAGE YOU IN IDENTIFYING YOUR NEEDS, STRENGTHS, AND GOALS IN A WELCOMING AND JUDGMENT-FREE ENVIRONMENT. REGARDLESS OF YOUR SITUATION, WE WILL HELP EMPOWER YOU TOWARDS A BETTER QUALITY OF LIFE. OUR LICENSED THERAPISTS WILL MEET WITH CLIENTS IN PERSON AT OUR DOWNTOWN ASHEVILLE OFFICES, OR VIRTUALLY, THROUGH HIPAA-COMPLIANT TELEHEALTH. WE CAN ALSO CONNECT OVER TELEPHONE IF NO OTHER OPTIONS ARE AVAILABLE.

Program 2
Expenses: $41,466 Revenue: $18,166

FAYE'S PLACE IS A STRUCTURED SOCIAL PROGRAM, A UNIQUE APPROACH TO SENIOR CARE. IT IS NOT ADULT DAY CARE, A DEMENTIA GROUP, OR A SENIOR CENTER. OUR TEAM INCLUDES A PROGRAM MANAGER, A PROGRAM...

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FAYE'S PLACE IS A STRUCTURED SOCIAL PROGRAM, A UNIQUE APPROACH TO SENIOR CARE. IT IS NOT ADULT DAY CARE, A DEMENTIA GROUP, OR A SENIOR CENTER. OUR TEAM INCLUDES A PROGRAM MANAGER, A PROGRAM COORDINATOR, A PROFESSIONAL COOK, TRAINED VOLUNTEERS, AND SPECIAL ENGAGEMENT FACILITATORS. WE OFFER INDIVIDUAL, RESPECTFUL, AND CARING SUPPORT. CAREGIVERS WILL HAVE PEACE OF MIND KNOWING LOVED ONES ARE WELL-CARED-FOR IN A SAFE, WELCOMING, SECURE ENVIRONMENT, ALLOWING TIME FOR SELF-CARE AND TO PURSUE PERSONAL ACTIVITIES. WE ALSO OFFER CONFIDENTIAL CONSULTATIONS WITH OUR CASE MANAGER, WHO CAN PROVIDE RESOURCES FOR AGING ISSUES.

Program 3
Expenses: $2,196

CASE MANAGEMENT SERVICES PROVIDE CLIENTS WITH INFORMATION, REFERRALS AND COORDINATION OF RESOURCES INCLUDING LONG TERM CARE PLACEMENT, RESPITE SERVICES, MEDICAL & MENTAL HEALTH NEEDS, IN-HOME...

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CASE MANAGEMENT SERVICES PROVIDE CLIENTS WITH INFORMATION, REFERRALS AND COORDINATION OF RESOURCES INCLUDING LONG TERM CARE PLACEMENT, RESPITE SERVICES, MEDICAL & MENTAL HEALTH NEEDS, IN-HOME ASSISTANCE, AND CAREGIVER SUPPORT. OUR CASE MANAGER ASSESSES THE CLIENT SYSTEM, SETS GOALS WITH THE CLIENT, AND DEVELOPS A PERSON-CENTERED SERVICE PLAN TO ACHIEVE GOALS. THEY CAN HELP WITH A WIDE RANGE OF NEEDS INCLUDING INFORMATION AND REFERRAL FOR CHALLENGES INCLUDING BUT NOT LIMITED TO: MENTAL HEALTH, FINANCING, HOUSING, FOOD, TRANSPORTATION, AND ISSUES OF AGING.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $782,615
Program Service Revenue $298,288
Investment Income $59
Other Revenue $345
TOTAL REVENUE $1,081,307

Expense Breakdown

Grants Paid $0
Salaries & Benefits $519,151
Fundraising Expenses $33,270
Program Expenses $844,534
Other Expenses $465,432
TOTAL EXPENSES $984,583

Year-over-Year Comparison

2024 2023 Change
Revenue $1,081,307 $734,710 +0.5%
Expenses $984,583 $788,660 +0.2%
Net Income $96,724 $-53,950 -2.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
9
Independent Members
9
Employees
21
Volunteers
N/A

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
1
$107,873
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MICHAEL BARNETT EXECUTIVE DI 40.00
Officer
$107,873 $0 $107,873
RAE BOOTH DIRECTOR 1.00
Director
$0 $0 $0
BELINDA BRANDON PRESIDENT 1.00
Director
$0 $0 $0
ALI CLIMO DIRECTOR 1.00
Director
$0 $0 $0
STACY FELDMAN TREASURER 1.00
Director
$0 $0 $0
RONI FREEDMAN DIRECTOR 1.00
Director
$0 $0 $0
DEVORAH HOLAN DIRECTOR 1.00
Director
$0 $0 $0
DAVID LEADER SECRETARY 1.00
Director
$0 $0 $0
JANET OPPENHEIMER DIRECTOR 1.00
Director
$0 $0 $0
ROBERT WEINBERG DIRECTOR 1.00
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
2024 $1,081,307 $984,583 $883,475 $96,724
2023 $734,710 $788,660 $350,957 $-53,950
2022 $530,566 $532,962 $247,283 $-2,396
2022 $312,681 $327,768 $224,118 $-15,087
2021 $441,956 $379,345 $347,086 $62,611
2020 $402,105 $359,507 $193,200 $42,598
2019 $283,174 $310,835 $113,608 $-27,661
2018 $248,556 $266,740 $113,090 $-18,184
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