Hebrew Cemetery Association of Charlotte (EIN 560616487) - 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

1966

Legal Domicile

Principal Officer

Sandra Goldman

Phone

7045761859

Tax Period

2023-01-01 to 2023-12-31

Hebrew Cemetery Association of Charlotte, founded in 1966, is a small nonprofit that reported $616K in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $221K, a strong 36% operating margin.

Mission

The organization provides for the on-going maintenance and renovation of holy burial grounds, guaranteeing a dignified and sanctified resting place for over 1,000 departed souls.

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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 (2023)

Revenue Breakdown

Contributions & Grants $125,041

Program Service Revenue $477,975

Investment Income $4,489

Other Revenue $8,147

TOTAL REVENUE $615,652

Expense Breakdown

Grants Paid $0

Salaries & Benefits $154,346

Fundraising Expenses $0

Other Expenses $240,166

TOTAL EXPENSES $394,512

Year-over-Year Comparison

	2023	2022	Change
Revenue	$615,652	$697,501	-0.1%
Expenses	$394,512	$422,001	-0.1%
Net Income	$221,140	$275,500	-0.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robert Valenstein	Vice President	5.00	Officer Director	$0	$0	$0
Lucky Levinson	Director	1.00	Director	$0	$0	$0
Nancy Yudell	Director	1.00	Director	$0	$0	$0
Moses Luski	President	5.00	Officer Director	$0	$0	$0
Simcha Ward	Director	1.00	Director	$0	$0	$0
Jacob Fuerstman	Director	1.00	Director	$0	$0	$0
Brian Yesowitch	Secretary	2.00	Officer Director	$0	$0	$0
Craig Goldstein	Director	1.00	Director	$0	$0	$0
Barry Blau	Vice President	5.00	Officer Director	$0	$0	$0
David Levin	Director	1.00	Director	$0	$0	$0
Kevin Levine	Past President	5.00	Officer Director	$0	$0	$0
William Gorelick	Director	1.00	Director	$0	$0	$0
Stephanie Haynes	Treasurer	5.00	Officer Director	$0	$0	$0
Marc Silverman	Director	1.00	Director	$0	$0	$0
Sarah Ross	Director	1.00	Director	$0	$0	$0
Alan Sussman	Director	1.00	Director	$0	$0	$0
Sandra Goldman	Executive Dir.	40.00	Officer	$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
2023	$615,652	$394,512	$5,613,743	$221,140
2022	$697,501	$422,001	$5,070,787	$275,500
2021	$648,562	$425,795	$5,100,201	$222,767
2020	$541,056	$386,252	$4,587,467	$154,804
2019	$618,637	$367,238	$4,220,642	$251,399
2018	$327,374	$389,413	$3,778,607	$-62,039

Hebrew Cemetery Association of Charlotte