United Jewish Charities of Greater Charlotte Inc (EIN 561951745) - 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

1995

Legal Domicile

Principal Officer

Susan J Worrel

Phone

7049446754

Tax Period

2023-01-01 to 2023-12-31

United Jewish Charities of Greater Charlotte Inc, founded in 1995, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $9.9M in total revenue in fiscal year 2023. Revenue surged 89% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.1M, a strong 22% operating margin.

Mission

To benefit the Jewish community by providing centralized fundraising and distribution of resources to promote and maintain Jewish activities.

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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 $9,618,847

Program Service Revenue $244,081

Investment Income $354

Other Revenue $0

TOTAL REVENUE $9,863,282

Expense Breakdown

Grants Paid $5,243,737

Salaries & Benefits $1,448,593

Fundraising Expenses $602,425

Program Expenses $6,763,682

Other Expenses $1,021,196

TOTAL EXPENSES $7,713,526

Year-over-Year Comparison

	2023	2022	Change
Revenue	$9,863,282	$5,221,517	+0.9%
Expenses	$7,713,526	$5,136,335	+0.5%
Net Income	$2,149,756	$85,182	+24.2%

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

225

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

$230,936

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Susan J Worrel	CEO	55.00	Officer	$208,496	$22,440	$230,936
Samuel Bernstein	Chief Dev & Mktg	55.00		$115,638	$24,722	$140,360
Cheri Martin	Chief Fin. & Admin	55.00		$106,857	$15,726	$122,583
Tair Giudice	Chief Imp. Officer	55.00		$108,892	$7,847	$116,739
Risa Miller	President	10.00	Officer Director	$0	$0	$0
Ron Townsend	Past President	10.00	Officer Director	$0	$0	$0
Amy Vitner	First VP	4.00	Officer Director	$0	$0	$0
Rachel Campbell	Trustee	1.00	Director	$0	$0	$0
Jake House	Secretary	2.00	Officer Director	$0	$0	$0
Slade Goldstein	VP of FRD	4.00	Director	$0	$0	$0
Stephanie Haynes	Treasurer	2.00	Officer Director	$0	$0	$0
Sara Kulbersh	Trustee	2.00	Director	$0	$0	$0
Sharyn Handelsman	Trustee	1.00	Director	$0	$0	$0
Mark Roth	Trustee	0.50	Director	$0	$0	$0
Eric Althofer	Trustee	2.00	Director	$0	$0	$0
Gabe Mathless	Trustee	0.50	Director	$0	$0	$0
Laura Philipson	Trustee	1.00	Director	$0	$0	$0
Karen Spiegler	Trustee	1.00	Director	$0	$0	$0
Lindsay Muns	VP Plan & Alloc	2.00	Director	$0	$0	$0
Glenda Bernhardt	Trustee	1.00	Director	$0	$0	$0
Ben Braun	Trustee	0.50	Director	$0	$0	$0
Rick Glaser	Trustee	0.50	Director	$0	$0	$0
Bonnie Wilson	Trustee	0.50	Director	$0	$0	$0
Jennifer Golynsky	Trustee	0.50	Director	$0	$0	$0
Alison Lerner	Trustee	0.50	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
2024	No data	No data	No data	No data
2023	$9,863,282	$7,713,526	$10,432,996	$2,149,756
2022	$5,221,517	$5,136,335	$7,686,900	$85,182
2021	$4,750,352	$4,687,722	$8,151,447	$62,630
2020	$5,019,075	$4,809,883	$7,719,058	$209,192
2019	$5,637,252	$4,542,097	$7,270,887	$1,095,155
2018	$3,130,441	$4,292,840	$5,968,921	$-1,162,399

United Jewish Charities of Greater Charlotte Inc