WNC Jewish Federation

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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

1935

Legal Domicile

Principal Officer

Joe Karpen

Phone

8282530701

Tax Period

2018-01-01 to 2018-12-31

WNC Jewish Federation, founded in 1935, is a small nonprofit that reported $104K in total revenue in fiscal year 2018. Revenue decreased 19% compared to the prior year. Expenses of $124K exceeded revenue, resulting in a 19% operating deficit.

Mission

The mission of the WNC Jewish Federation is to harness the collective resources of the WNC Jewish community and direct them to the Jewish needs in the local community, in Israel and abroad.

Program Service Accomplishments

Program 1

Expenses: $122,404 Revenue: $0

To distribute and encourage philanthropy across Western North Carolina by providing a reliable and efficient conduit that connects donors with the causes that are important to them, creating stronger...

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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 (2018)

Revenue Breakdown

Contributions & Grants $104,141

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $104,141

Expense Breakdown

Grants Paid $115,648

Salaries & Benefits $2,115

Fundraising Expenses $0

Program Expenses $122,404

Other Expenses $5,922

TOTAL EXPENSES $123,685

Year-over-Year Comparison

	2018	2017	Change
Revenue	$104,141	$128,676	-0.2%
Expenses	$123,685	$112,887	+0.1%
Net Income	$-19,544	$15,789	-2.2%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Karen Hyman	Chair	1.00	Officer Director	$0	$0	$0
Kerry Friedman	Secretary	1.00	Officer Director	$0	$0	$0
Joseph Karpen	Treasurer	1.00	Officer Director	$0	$0	$0
Alan Escovitz	Board Member	1.00	Director	$0	$0	$0
Carol Cohen	Board Member	1.00	Director	$0	$0	$0
Janet Oppenheimer	Board Member	1.00	Director	$0	$0	$0
Marc Rudow	Board Member	1.00	Director	$0	$0	$0
Justin Goldstein	Board Member	1.00	Director	$0	$0	$0
Batsheva Meiri	Board Member	1.00	Director	$0	$0	$0
Shaya Susskind	Board Member	1.00	Director	$0	$0	$0
Rachael Jackson	Board Member	1.00	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
2018	$104,141	$123,685	$90,613	$-19,544