JEWISH ENDOWMENT FOUNDATION OF SOUTH CAROLINA

EIN: 571042419 501(c)(3) Philanthropy & Grantmaking

N CHARLESTON, SC

Total Revenue
$3,961,239
Total Expenses
$1,396,706
Total Assets
$26,179,940
Net Assets
$26,164,246
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Financial Trends

Organization Details

Formation Year
1996
Legal Domicile
SC
Principal Officer
JANE LITZ
Phone
8437233635
Tax Period
2024-01-01 to 2024-12-31

JEWISH ENDOWMENT FOUNDATION OF SOUTH CAROLINA, founded in 1996, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.0M in total revenue in fiscal year 2024. Revenue surged 52% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.6M, a strong 65% operating margin.

Mission

THE MISSION OF THE JEWISH ENDOWMENT FOUNDATION OF SOUTH CAROLINA IS TO EDUCATE, STRENGTHEN AND SUPPORT THE SC JEWISH COMMUNITY BY UNITING PEOPLE, AND INVESTING RESOURCES; AND TO LEAD AND FACILITATE A CULTURE OF PHILANTHROPY AND SHARED INVESTMENT AMONG DONORS AND COMMUNITY LEADERS TO SUSTAIN, STRENGTHEN AND SUPPORT THE JEWISH COMMUNITIES AND VALUES THROUGHOUT THE STATE OF SOUTH CAROLINA.

Program Service Accomplishments

Program 1
Expenses: $720,182 Revenue: $249,777

GRANTMAKING - THROUGH A STRATEGIC PROCESS AND OVERSIGHT BY A BOARD OF TRUSTEES, JEFSC GRANTS HELP SUSTAIN, BUILD AND SECURE SOUTH CAROLINA'S JEWISH INSTITUTIONS AND AGENCIES. THE GRANT REQUESTS RANGE...

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GRANTMAKING - THROUGH A STRATEGIC PROCESS AND OVERSIGHT BY A BOARD OF TRUSTEES, JEFSC GRANTS HELP SUSTAIN, BUILD AND SECURE SOUTH CAROLINA'S JEWISH INSTITUTIONS AND AGENCIES. THE GRANT REQUESTS RANGE FROM OPERATIONAL SUPPORT TO NEW PROGRAMMATIC INITIATIVES. THE SUPPORT PROVIDED BY JEFSC THROUGH THESE GRANTS IMPACT THOUSANDS OF JEWISH LIVES AND THE BROADER COMMUNITY EVERY YEAR AND ENSURES A VIBRANT JEWISH FUTURE ACROSS THE STATE.IN 2024, THE JEWISH ENDOWMENT FOUNDATION OF SC DISBURSED 183 GRANTS AND SCHOLARSHIPS TOTALING $720,182. THESE GRANTS WERE DISTRIBUTED AS FOLLOWS: 55 GRANTS TOTALING $203,122 IN SUPPORT OF RELIGIOUS AND OTHER PHILANTHROPIC EFFORTS, 68 GRANTS AND SCHOLARSHIPS TOTALING $269,846 SUPPORTING VARIOUS EDUCATIONAL PURSUITS, 32 GRANTS TOTALING $211,454 SUPPORTING HUMAN NEEDS, 18 GRANTS TOTALING $15,660 SUPPORTING HEALTH INITIATIVES, 3 GRANTS TOTALING $5,450 SUPPORTING THE ENVIRONMENT, AND 7 GRANTS TOTALING $14,650 IN SUPPORT OF THE ARTS.

Program 2
Expenses: $179,173

TEMPLE SINAI - IN 2016, A RELATED PARTY OF THE FOUNDATION ASSUMED OWNERSHIP OF THE TEMPLE SINAI SYNAGOGUE BUILDING AND THE ASSOCIATED CEMETERY IN ORDER TO PRESERVE AND PROTECT THIS CORNERSTONE OF...

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TEMPLE SINAI - IN 2016, A RELATED PARTY OF THE FOUNDATION ASSUMED OWNERSHIP OF THE TEMPLE SINAI SYNAGOGUE BUILDING AND THE ASSOCIATED CEMETERY IN ORDER TO PRESERVE AND PROTECT THIS CORNERSTONE OF JEWISH HISTORY AND LEGACY IN SUMTER COUNTY. WHILE THE SYNAGOGUE CURRENTLY REMAINS ACTIVE UNDER INDEPENDENT MANAGEMENT, THE FOUNDATION PROVIDES FOR THE UPKEEP OF THE BUILDING AND GROUNDS. ON JUNE 2, 2018, THIS HISTORICAL LANDMARK WAS CONVERTED TO THE TEMPLE SINAI JEWISH HISTORY CENTER (SUMTER COUNTY MUSEUM) AND IS OPEN TO THE PUBLIC ON THURSDAYS AND FRIDAYS, 1:00PM TO 4:00PM, AND SATURDAYS, 10:00AM TO 1:00PM.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,832,216
Program Service Revenue $249,777
Investment Income $879,246
Other Revenue $0
TOTAL REVENUE $3,961,239

Expense Breakdown

Grants Paid $720,182
Salaries & Benefits $180,720
Fundraising Expenses $90,624
Program Expenses $899,355
Other Expenses $495,804
TOTAL EXPENSES $1,396,706

Year-over-Year Comparison

2024 2023 Change
Revenue $3,961,239 $2,612,552 +0.5%
Expenses $1,396,706 $1,127,929 +0.2%
Net Income $2,564,533 $1,484,623 +0.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
9
Independent Members
9
Employees
N/A
Volunteers
12

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
6
$410,968
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MIKE MILLS DIRECTOR 1.00
Director
$0 $0 $0
EILEEN CHEPENIK DIRECTOR 1.00
Director
$0 $0 $0
ELLIS REGENBOGEN DIRECTOR 1.00
Director
$0 $0 $0
JERRY KAYNARD DIRECTOR 1.00
Director
$0 $0 $0
NATALIE BLUESTEIN DIRECTOR 1.00
Director
$0 $0 $0
TERRY FISHER PRESIDENT 1.00
Officer Director
$0 $0 $0
BEN CHASE SECRETARY 1.00
Officer Director
$0 $0 $0
RICHARD STAR TREASURER 1.00
Officer Director
$0 $0 $0
STEVEN GOLDBERG VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
PHYLLIS MARTIN EXECUTIVE DIRECTOR 1.00
Officer
$0 $29,761 $159,322
JANE LITZ CFO 1.00
Officer
$0 $29,694 $251,646
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 $3,961,239 $1,396,706 $26,179,940 $2,564,533
2023 $2,612,552 $1,127,929 $21,571,666 $1,484,623
2022 $1,106,723 $1,037,519 $18,113,059 $69,204
2021 $2,064,570 $880,980 $20,849,055 $1,183,590
2020 $791,995 $860,888 $17,770,981 $-68,893
2019 $1,591,045 $774,994 $16,455,055 $816,051
2018 $1,432,515 $694,434 $13,617,764 $738,081
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