United Jewish Appeal of Wilmington Inc

EIN: 464078309 501(c)(3) Religion

Wilmington, NC

Total Revenue
$229,207
Total Expenses
$216,109
Total Assets
$47,618
Net Assets
$47,618
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2013
Legal Domicile
NC
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

The purpose of the United Jewish Appeal of Wilmington is to help support a network of charitable activities and agencies in Wilmington, NC, in the State of NC, in the United States, in the State of Israel, and in communities around the world. United Jewish Appeal of Wilmington will strive to provide a common voice for the local Jewish community and ensure the continuity of Jewish life.

Program Service Accomplishments

Program 1
Expenses: $214,271 Revenue: $229,199

The United Jewish Appeal of Wilmington strives to support a network of charitable activities and agencies in Wilmington, NC, in the State of NC, in the United States, in the State of Israel, and in...

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The United Jewish Appeal of Wilmington strives to support a network of charitable activities and agencies in Wilmington, NC, in the State of NC, in the United States, in the State of Israel, and in communities around the world to provide a common voice for the local Jewish community and ensure the continuity of Jewish life. The United Jewish Appeal of Wilmington provided close to $200,000 to various organizations in support of this mission during 2022.

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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%)

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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

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Governance

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

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
4
$0
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
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
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