CHARLOTTE JEWISH DAY SCHOOL INC (EIN 562142023) - 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

1999

Legal Domicile

Principal Officer

MARIASHI GRONER

Phone

7043664558

Tax Period

2023-07-01 to 2024-06-30

CHARLOTTE JEWISH DAY SCHOOL INC, founded in 1999, is a community nonprofit in the Education sector that reported $3.4M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $3.3M left a modest 5% surplus.

Mission

THE SCHOOL PROVIDES JEWISH EDUCATION K-5 THE ORGANIZATION MAINTAINS A SCHOOL DEDICATED TO THE INSTRUCTION IN AND PROMOTION OF A JEWISH RELIGIOUS AND CULTURAL EDUCATION EMBODYING THE VALUES OF JUDAISM TAUGHT IN

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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 $885,241

Program Service Revenue $2,369,339

Investment Income $158,462

Other Revenue $10,892

TOTAL REVENUE $3,423,934

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,297,849

Fundraising Expenses $0

Program Expenses $2,505,403

Other Expenses $959,299

TOTAL EXPENSES $3,257,148

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,423,934	$2,998,289	+0.1%
Expenses	$3,257,148	$3,189,915	+0.0%
Net Income	$166,786	$-191,626	-1.9%

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

250

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

$167,579

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MEREDITH BAUMSTEIN	DIRECTOR	0.00	Director	$0	$0	$0
LAURIE BERZACK	DIRECTOR	0.00	Director	$0	$0	$0
STACY GORELICK	DIRECTOR	0.00	Director	$0	$0	$0
LIZ KHODAK	DIRECTOR	0.00	Director	$0	$0	$0
KAITLIN LAXER DANZE	DIRECTOR	0.00	Director	$0	$0	$0
ADINA LOEWENSTEINER	PRESIDENT	2.00	Officer Director	$0	$0	$0
DR TZVI NUSSBAUM	DIRECTOR	0.00	Director	$0	$0	$0
ILANA MARTIN	DIRECTOR	2.00	Director	$0	$0	$0
JON MASSACHI	DIRECTOR	0.00	Director	$0	$0	$0
LINDSAY MUNS	DIRECTOR, TREASURER	2.00	Officer Director	$0	$0	$0
CHERYL RABINOWITZ	DIRECTOR	0.00	Director	$0	$0	$0
DENA RAFFLER	DIRECTOR	0.00	Director	$0	$0	$0
HEATHER RASOWSKY	DIRECTOR	0.00	Director	$0	$0	$0
HEATHER SALAM	TREASURER	0.00	Director	$0	$0	$0
MASON SKLUT	DIRECTOR	0.00	Director	$0	$0	$0
PHILIP STARK	DIRECTOR	0.00	Director	$0	$0	$0
CAROLYN STONE	DIRECTOR	0.00	Director	$0	$0	$0
AMY VITNER	DIRECTOR	0.00	Director	$0	$0	$0
MARIASHI GRONER	EXECUTIVE DIRECTOR	40.00	Key Emp	$160,200	$7,379	$167,579
AMY WAIZMAN	DIRECTOR	0.00	Director	$0	$0	$0
LUIS YAQUIAN	DIRECTOR	0.00	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
2025	No data	No data	No data	No data
2024	$3,423,934	$3,257,148	$2,806,633	$166,786
2023	$2,998,289	$3,189,915	$2,661,637	$-191,626
2022	$2,389,639	$2,451,926	$2,612,534	$-62,287
2021	$3,298,840	$2,146,096	$2,351,683	$1,152,744
2021	$3,478,655	$2,148,705	$2,529,519	$1,329,950
2020	$1,945,202	$1,833,022	$1,032,072	$112,180
2019	$1,638,307	$1,665,681	$984,383	$-27,374
2018	$1,690,906	$1,529,298	$1,077,612	$161,608

CHARLOTTE JEWISH DAY SCHOOL INC