UNITED JEWISH COMMUNITY OF THE VIRGINIA PENINSULA ENDOWMENT INC (EIN 541900143) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

ERIC MAURER

Phone

7579301422

Tax Period

2024-07-01 to 2025-06-30

UNITED JEWISH COMMUNITY OF THE VIRGINIA PENINSULA ENDOWMENT INC, founded in 1995, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.1M in total revenue in fiscal year 2017. Revenue surged 185% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.3M, a strong 61% operating margin.

Mission

SUPPORT THE PROGRAMS OF THE UNITED JEWISH COMMUNITY OF THE VIRGINIA PENINSULA, INC. AND OTHER PROGRAMS TO ENRICH THE EDUCATIONAL, CULTURAL, RELIGOUS, AND SOCIAL LIVES OF THE JEWISH COMMUNITY.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,415,299

Program Service Revenue $0

Investment Income $2,514,862

Other Revenue $38,972

TOTAL REVENUE $4,969,133

Expense Breakdown

Grants Paid $1,233,983

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,233,983

Other Expenses $200,508

TOTAL EXPENSES $1,434,491

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,969,133	$1,619,359	+2.1%
Expenses	$1,434,491	$1,443,055	0.0%
Net Income	$3,534,642	$176,304	+19.0%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$133,290

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH LIBBY DAVID	SECRETARY	1.00	Officer Director	$0	$0	$0
E D DAVID	PRESIDENT/CHAIR	1.00	Officer Director	$0	$0	$0
JOSH DAVID	DIRECTOR	1.00	Director	$0	$0	$0
ARTHUR FASS	TREASURER	1.00	Officer Director	$0	$0	$0
MATTHEW FASS	DIRECTOR	1.00	Director	$0	$0	$0
RALPH GOLDSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
ETTALEA KANTER	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT KESSLER	DIRECTOR	1.00	Director	$0	$0	$0
ROY LASRIS	DIRECTOR	1.00	Director	$0	$0	$0
BETTY LEVIN	DIRECTOR	1.00	Director	$0	$0	$0
NANCY LEVIN	DIRECTOR	1.00	Director	$0	$0	$0
GUY LEVY	DIRECTOR	1.00	Director	$0	$0	$0
JEFF LUCKMAN	DIRECTOR	1.00	Director	$0	$0	$0
KENNY MUROV	DIRECTOR	1.00	Director	$0	$0	$0
GARY NACHMAN	DIRECTOR	1.00	Director	$0	$0	$0
NEAL ROSENBAUM	DIRECTOR	1.00	Director	$0	$0	$0
ED SARFAN	DIRECTOR	1.00	Director	$0	$0	$0
STEVE SELTZER	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES STERN	DIRECTOR	1.00	Director	$0	$0	$0
STEVE MARKS	DIRECTOR	1.00	Director	$0	$0	$0
ERIC MAURER	EXECUTIVE DIRECTOR	2.00	Officer	$0	$0	$133,290

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	$4,969,133	$1,434,491	$29,833,661	$3,534,642
2024	$1,619,359	$1,443,055	$25,123,573	$176,304
2023	$1,524,019	$1,342,086	$22,091,782	$181,933
2022	$2,639,561	$1,102,801	$20,559,050	$1,536,760
2021	$3,015,122	$849,443	$21,572,956	$2,165,679
2020	$1,012,885	$885,103	$16,290,927	$127,782
2019	$1,528,248	$1,198,812	$16,542,676	$329,436
2018	$2,114,021	$835,024	$16,199,965	$1,278,997

UNITED JEWISH COMMUNITY OF THE VIRGINIA PENINSULA ENDOWMENT INC