United Jewish Charities Of Greater Charlotte Inc
- Assets
- $8.2m
- Revenue
- $4.8m
- Investments
- $25.0k
- Employees
- 22
- Location
- Charlotte, NC
- Founding
- 04/1997
- Data as of
- 12/2021
- EIN
- 56-1951745
Organization Overview
United Jewish Charities Of Greater Charlotte Inc is located in Charlotte, NC. The organization was established in 1997. According to its NTEE Classification (T99) the organization is classified as: Philanthropy, Voluntarism & Grantmaking Foundations N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 12/2021, United Jewish Charities Of Greater Charlotte Inc employed 22 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. United Jewish Charities Of Greater Charlotte Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, United Jewish Charities Of Greater Charlotte Inc generated $4.8m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 7.2% each year. All expenses for the organization totaled $4.7m during the year ending 12/2021. While expenses have increased by 3.7% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, United Jewish Charities Of Greater Charlotte Inc has awarded 183 individual grants totaling $18,877,995. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO BENEFIT THE JEWISH COMMUNITY BY PROVIDING CENTRALIZED FUNDRAISING AND DISTRIBUTION OF RESOURCES TO PROMOTE AND MAINTAIN JEWISH ACTIVITIES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
PROVIDING FUNDING AND OTHER RESOURCES TO THE JEWISH COMMUNITY IN THE EFFORT OF PROMOTING AND MAINTAINING JEWISH ACTIVITIES.
PROVIDE RESOURCES TO OPERATE A CENTER FOR JEWISH EDUCATION AVAILABLE TO THE JEWISH COMMUNITY, AS WELL AS THE GENERAL COMMUNITY
THE CHARLOTTE JEWISH NEWS IS A MONTHLY NEWSPAPER THAT PROVIDES THE JEWISH COMMUNITY WITH INFORMATION RELATED TO PROGRAMS, FUND RAISING AND ACTIVITIES OF UNITED JEWISH CHARITIES OF GREATER CHARLOTTE AND OTHER NON-PROFIT JEWISH ORGANIZATIONS, AS WELL AS NATIONAL AND INTERNATIONAL NEW PERTINENT TO THE JEWISH COMMUNITY.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Susan J Worrel CEO | Officer | 55 | $215,840 |
Samuel Bernstein Chief Dev & Mktg | 55 | $107,583 | |
Ron Townsend President | OfficerTrustee | 10 | $0 |
Alison Lerner Past President | OfficerTrustee | 1 | $0 |
Julie Sheffer Secretary | OfficerTrustee | 1 | $0 |
Sharyn Handelsman Treasurer | OfficerTrustee | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $4,545,527 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $4,545,527 |
| Total Program Service Revenue | $204,129 |
| Investment income | $696 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $4,750,352 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $2,988,467 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $239,718 |
| Compensation of current officers, directors, key employees. | $119,859 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $651,854 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $130,262 |
| Payroll taxes | $59,005 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $90,685 |
| Advertising and promotion | $3,964 |
| Office expenses | $0 |
| Information technology | $57,970 |
| Royalties | $0 |
| Occupancy | $89,095 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $11,362 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $1,858 |
| Insurance | $4,319 |
| All other expenses | $0 |
| Total functional expenses | $4,687,722 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $4,005,809 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $728,342 |
| Accounts receivable, net | $22,619 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $51,287 |
| Net Land, buildings, and equipment | $5,573 |
| Investments—publicly traded securities | $3,312,817 |
| Investments—other securities | $25,000 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $8,151,447 |
| Accounts payable and accrued expenses | $197,845 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $197,845 |
| Net assets without donor restrictions | $6,445,388 |
| Net assets with donor restrictions | $1,508,214 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $8,151,447 |
Grants Awarded
Over the last fiscal year, United Jewish Charities Of Greater Charlotte Inc has awarded $2,988,467 in support to 17 organizations.
| Grant Recipient | Amount |
|---|---|
New York, NY PURPOSE: Miscellaneous overseas distributions | $878,990 |
Charlotte, NC PURPOSE: Rent Subsidies for Jewish agencies | $478,422 |
Charlotte, NC PURPOSE: General Operating | $322,000 |
Charlotte, NC PURPOSE: Cultural, educ, athl programs | $307,000 |
ALL OTHERS NOT EXCEEDING 5000 PURPOSE: Various assistance to organizations | $224,537 |
Charlotte, NC PURPOSE: Scholarships | $185,946 |
Grants Recieved
Over the last fiscal year, we have identified 27 grants that United Jewish Charities Of Greater Charlotte Inc has recieved totaling $1,879,896.
| Awarding Organization | Amount |
|---|---|
Foundation For The Carolinas Charlotte, NC PURPOSE: CHARITABLE GIFT | $875,569 |
Foundation For The Charlotte Jewish Community Charlotte, NC PURPOSE: CHARITABLE GIFT | $797,380 |
American Online Giving Foundation Inc Newark, DE PURPOSE: GENERAL SUPPORT | $54,722 |
Goldman Sachs Philanthropy Fund New York, NY PURPOSE: COMMUNITY & HUMAN SERVICES | $50,192 |
Schwab Charitable Fund San Francisco, CA PURPOSE: PUBLIC, SOCIETAL BENEFIT | $25,117 |
Glenn And Stacey Eisenberg Family Foundation Charlotte, NC PURPOSE: GENERAL GIFT | $20,000 |
Endowment Analysis
| Beg. Balance | $2,964,508 |
| Earnings | $348,309 |
| Net Contributions | $1,479 |
| Grants | $1,479 |
| Ending Balance | $3,312,817 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Durham Realty Inc Durham, NC | $66,578,409 | $21,835,955 |
Healthcare Georgia Foundation Inc Atlanta, GA | $145,422,542 | $18,331,596 |
Kanuga Endowment Inc Hendersonville, NC | $0 | $539,404 |
United Jewish Charities Of Greater Charlotte Inc Charlotte, NC | $8,151,447 | $4,750,352 |
Rally Foundation Inc Atlanta, GA | $9,445,133 | $7,328,050 |
Adira Foundation Richmond, VA | $46,085 | $190,912 |
Educational Facilities Corporationfor Lexington School District No 2 West Columbia, SC | $17,713,387 | $2,158,056 |
American Institute Of Certified Public Accountants Foundation Durham, NC | $13,346,405 | $1,363,179 |
New Vision Research Mt Pleasant, SC | $135,395 | $1,251,782 |
The Beirne Carter Foundation Richmond, VA | $25,189,504 | $3,003,577 |
The Triad Health Project Greensboro, NC | $661,078 | $1,457,249 |
Blowing Rock Charity Horse Show Foundation Inc Blowing Rock, NC | $3,907,755 | $1,476,671 |