JEWISH ENDOWMENT FOUNDATION OF SOUTH CAROLINA (EIN 571042419) - 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

1996

Legal Domicile

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 JEWISH ENDOWMENT FOUNDATION OF SOUTH CAROLINA SUPPORTS JEWISH AND OTHER CHARITABLE CAUSES THROUGHOUT THE STATE OF SOUTH CAROLINA.

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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 (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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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

$410,968

Total Directors

Key Employees

Highest Compensated

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

JEWISH ENDOWMENT FOUNDATION OF SOUTH CAROLINA