United Jewish Appeal of Wilmington Inc (EIN 464078309) - 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

2013

Legal Domicile

Principal Officer

Alan Gerberg

Phone

5712417213

Tax Period

2022-01-01 to 2022-12-31

United Jewish Appeal of Wilmington Inc, founded in 2013, is a small nonprofit in the Religion sector that reported $229K in total revenue in fiscal year 2022. Revenue surged 105% from the prior year, signaling strong growth momentum. Expenses of $216K left a modest 6% surplus.

Mission

To Promote the welfare of, and build community among, the Jewish people of Southeastern North Carolina, in Isreael, and worldwide, assuring continuity from generation to generation. United Jewish Appeal of Wilmington, Inc. (UJAW) will serve people in need, inspire Jewish life and strengthen the global Jewish community. The UJAW will foster Unity among Jews, regardless of geographic, religious or ethnic borders.

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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 $229,199

Program Service Revenue $0

Investment Income $8

Other Revenue $0

TOTAL REVENUE $229,207

Expense Breakdown

Grants Paid $199,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $214,271

Other Expenses $17,109

TOTAL EXPENSES $216,109

Year-over-Year Comparison

	2022	2021	Change
Revenue	$229,207	$111,911	+1.0%
Expenses	$216,109	$106,453	+1.0%
Net Income	$13,098	$5,458	+1.4%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Alan Gerberg	President	2.00	Officer Director	$0	$0	$0
Jack Levy	Vice President	2.00	Officer Director	$0	$0	$0
Kurt Abisch	Treasurer	2.00	Officer Director	$0	$0	$0
Sharyn Rosenberg	Secretary	2.00	Officer Director	$0	$0	$0
Walter Panco	Director	2.00	Director	$0	$0	$0
Lenard Stein	Director	2.00	Director	$0	$0	$0
Gail Ginsberg	Director	2.00	Director	$0	$0	$0
Bruce Moskowitz	Director	2.00	Director	$0	$0	$0
Morris Levy	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
2022	$229,207	$216,109	$47,618	$13,098

United Jewish Appeal of Wilmington Inc