Charlotte Jewish Preschool

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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

2011

Legal Domicile

Principal Officer

Becca Green

Phone

7049446776

Tax Period

2024-07-01 to 2025-06-30

Charlotte Jewish Preschool, founded in 2011, is a community nonprofit in the Education sector that reported $4.8M in total revenue in fiscal year 2024. Expenses of $4.4M left a modest 8% surplus.

Mission

To provide quality half-day and full-day preschool programs for children ages one to five within an enriched Jewish environment. CJP is dedicated to providing young children with a secure and loving atmosphere so that they can develop a positive self-image and grow intellectually, emotionally, and socially. While children of all religious affiliations are welcomed, CJP is dedicated to instilling within each student a joyful attitude toward Judaism.Our educational approach is developmental, offering hands-on activities and age-appropriate materials that encourage creativity and self-expression. Each accomplishment creates a sense of mastery and self-confidence. The constant renewal of excitement and positive self-worth fuels the courage to try something new.Well-qualified staff delights in the uniqueness of each child and facilities his/her development in the areas of self-esteem, language, socialization, fine motor, gross motor, math, art, music, and self-expression. Opportunities for

Program Service Accomplishments

Program 1

Expenses: $3,924,696 Revenue: $4,053,048

To provide students with a foundation in the Jewish faith within a safe, nurturing, educational environment. Students should develop a joyful attitude towards Judaism and begin to connect with the...

To provide students with a foundation in the Jewish faith within a safe, nurturing, educational environment. Students should develop a joyful attitude towards Judaism and begin to connect with the Jewish community. CJP offers learning and interactive activities that are meaningful and designed to promote independence, social development, and intellectual growth.

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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 (2024)

Revenue Breakdown

Contributions & Grants $290,384

Program Service Revenue $4,193,490

Investment Income $181,125

Other Revenue $179,214

TOTAL REVENUE $4,844,213

Expense Breakdown

Grants Paid $55,800

Salaries & Benefits $3,430,070

Fundraising Expenses $81,605

Program Expenses $3,924,696

Other Expenses $954,036

TOTAL EXPENSES $4,439,906

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,844,213	$4,615,973	+0.0%
Expenses	$4,439,906	$4,219,599	+0.1%
Net Income	$404,307	$396,374	+0.0%

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

$133,926

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Becca Green	Executive Dir.	50.00	Officer	$118,926	$15,000	$133,926
Danielle Maddox	Director	4.00	Director	$0	$0	$0
Jamie Oppenheim	VP Admin	4.00	Officer Director	$0	$0	$0
Eliza Carney	VP Nominating	4.00	Officer Director	$0	$0	$0
Rachel Reifkind	VP Development	4.00	Officer Director	$0	$0	$0
Jeff Goldsmith	Director	4.00	Director	$0	$0	$0
Jeff Richeck	President	4.00	Officer Director	$0	$0	$0
Kevin Gobuty	Director	4.00	Director	$0	$0	$0
Sabrina Dowling	Director	4.00	Director	$0	$0	$0
Phil Welber	VP Governance	4.00	Officer Director	$0	$0	$0
Rebecca Michalove	Director	4.00	Director	$0	$0	$0
Peter Dreyer	VP Finance	4.00	Officer Director	$0	$0	$0
Phil Meyer	Director	4.00	Director	$0	$0	$0
Shayna Putterman	PTO President	4.00	Director	$0	$0	$0
Dustin Schneider	Director	4.00	Director	$0	$0	$0
Matthew Carroll	Director	4.00	Director	$0	$0	$0
Rochelle Carney	Director	4.00	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
2025	$4,844,213	$4,439,906	$4,490,839	$404,307
2024	No data	No data	No data	No data
2023	$4,055,814	$3,720,958	$3,555,168	$334,856
2022	$3,342,212	$3,101,795	$3,467,538	$240,417
2021	$3,285,049	$2,273,947	$2,872,514	$1,011,102
2020	$2,777,704	$2,803,071	$2,138,968	$-25,367
2019	$2,745,763	$2,600,651	$1,834,932	$145,112
2018	$2,225,184	$2,120,166	$1,610,489	$105,018