Form 990 for tax year 2024
Filed by UNITED JEWISH CHARITIES OF GREATER CHARLOTTE INC.
Totals
- Total revenue
- $7,949,953
- Total expenses
- $6,563,627
- Contributions and grants received
- $7,740,721
- Grants paid
- $3,791,109
- Program service revenue
- $208,779
- Investment income
- $453
- Other revenue
- $0
- Total assets, end of year
- $12,337,327
- Total liabilities, end of year
- $226,837
- Net assets or fund balances, end of year
- $12,110,490
- Program services expenses (Part IX)
- $5,406,369
- Management and general expenses
- $499,529
- Fundraising expenses
- $657,729
- Program service expenses (Part III)
- $5,406,369
Program services were 82.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$7,740,721
-
2a · Program service revenue: Center for Jewish Educati
total $48,188 · related or exempt $48,188
-
2b · Program service revenue: Charlotte Jewish News
total $139,374 · related or exempt $139,374
-
2c · Program service revenue: Jewish Federation
total $21,217 · related or exempt $21,217
-
3 · Investment income
total $453 · excluded $453
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $3,791,109 · program services $3,791,109
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $285,801 · management and general $142,901 · fundraising $142,900
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $1,095,271 · program services $793,480 · management and general $135,964 · fundraising $165,827
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $196,313 · program services $113,136 · management and general $37,397 · fundraising $45,780
-
10 · Payroll taxes
total $99,291 · program services $58,015 · management and general $18,430 · fundraising $22,846
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $211,885 · program services $89,079 · management and general $97,483 · fundraising $25,323
-
12 · Advertising and promotion
total $9,620 · program services $5,792 · management and general $717 · fundraising $3,111
-
13 · Office expenses
total $0
-
14 · Information technology
total $87,766 · program services $48,256 · management and general $14,234 · fundraising $25,276
-
15 · Royalties
total $0
-
16 · Occupancy
total $127,724 · program services $91,616 · management and general $15,896 · fundraising $20,212
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $34,560 · program services $15,143 · management and general $10,682 · fundraising $8,735
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $22,978 · program services $22,978
-
23 · Insurance
total $8,867 · program services $5,231 · management and general $1,597 · fundraising $2,039
-
24a · Other expenses: Program Costs
total $377,363 · program services $272,571 · management and general $1,738 · fundraising $103,054
-
24b · Other expenses: Supplies
total $99,273 · program services $35,561 · management and general $14,196 · fundraising $49,516
-
24c · Other expenses: Printing and Publications
total $89,440 · program services $64,402 · management and general $1,286 · fundraising $23,752
-
24d · Other expenses: Bank service charges
total $26,366 · management and general $7,008 · fundraising $19,358
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $5,292,449 · end of year $7,176,371
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
beginning of year $1,501,776 · end of year $1,000,432
-
4 · Accounts receivable
beginning of year $16,347 · end of year $28,103
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $42,492 · end of year $96,427
-
10a · Land, buildings and equipment: cost or other basis
$493,446
-
10b · Land, buildings and equipment: accumulated depreciation
$34,124
-
10c · Land, buildings and equipment, net
beginning of year $356,955 · end of year $459,322
-
11 · Investments: publicly traded securities
beginning of year $3,197,977 · end of year $3,551,672
-
12 · Investments: other securities
beginning of year $25,000 · end of year $25,000
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $238,937 · end of year $226,837
-
27 · Net assets without donor restrictions
beginning of year $7,850,919 · end of year $8,596,745
-
28 · Net assets with donor restrictions
beginning of year $2,343,140 · end of year $3,513,745
Mission and programs · 2024
Mission
To benefit the Jewish community by providing centralized fundraising and distribution of resources to promote and maintain Jewish activities.
-
Providing funding and other resources to the Jewish community in the effort of promoting and maintaining Jewish activities.
Expenses $4,606,959 · Grants $3,791,109 · Revenue $21,217
-
Provide resources to operate a Center for Jewish Education available to the Jewish community, as well as the general community
Expenses $600,713 · Revenue $49,948
-
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.
Expenses $198,697 · Revenue $131,204
As filed on the 2024 return.
Listed in Part VII
-
Susan J Worrel
Former CEO
- Total calculated
- $193,859
- From this org
- $176,594
- From related orgs
- $0
- Other
- $17,265
- Hours/week
- 55
Schedule J breakdown matched by us
- Base
- $176,594
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $17,265
- Filer's total
- $193,859
-
Samuel Bernstein
Chief Dev & Mktg
- Total calculated
- $145,561
- From this org
- $120,608
- From related orgs
- $0
- Other
- $24,953
- Hours/week
- 55
-
Tair Giudice
Chief Imp. Officer
- Total calculated
- $132,463
- From this org
- $125,459
- From related orgs
- $0
- Other
- $7,004
- Hours/week
- 55
-
Cheri Martin
Chief Fin. & Admin
- Total calculated
- $122,437
- From this org
- $115,471
- From related orgs
- $0
- Other
- $6,966
- Hours/week
- 55
-
Adam Kolett
CEO
- Total calculated
- $91,942
- From this org
- $88,593
- From related orgs
- $0
- Other
- $3,349
- Hours/week
- 55
-
Amy Vitner
President
- Total calculated
- $0
- Hours/week
- 10
-
Kara Culp
VP FRD
- Total calculated
- $0
- Hours/week
- 4
-
Lindsay Muns
VP PA
- Total calculated
- $0
- Hours/week
- 2
-
Rachel Campbell
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Jake House
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Slade Goldstein
First VP
- Total calculated
- $0
- Hours/week
- 4
-
Stephanie Haynes
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Sara Kulbersh
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Sharyn Handelsman
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Risa Miller
Past President
- Total calculated
- $0
- Hours/week
- 10
-
Eric Althofer
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Laura Philipson
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Karen Spiegler
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Jan Weiner
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Eric Wisotsky
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
Rebekah Rubenstein
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
Andrew Lyons
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
Ben Braun
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
Rick Glaser
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
Bonnie Wilson
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
Jennifer Golynsky
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
-
Steve Menaker
Trustee
- Total calculated
- $0
- Hours/week
- 0.5
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$1,112,896
Miscellaneous overseas distributions
-
$965,851
Rent Subsidies for Jewish agencies
-
Cultural, educ, athl programs
-
$343,500
General Operating and Tzedakah Fund
-
$215,575
Scholarships
-
$100,054
Scholarships
-
$70,000
Promote Jewish life on campuses
-
$63,968
Scholarships
-
$53,200
General operating
-
All others not exceeding 5000
$53,118
Program support
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 13 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202523179349300607
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