Nonprofit · EIN 56-1951745
UNITED JEWISH CHARITIES OF GREATER CHARLOTTE INC
Also known as JEWISH FED OF GREATER CHARLOTTE
Tax-exempt · CHARLOTTE, NC 28226
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $7,949,953 | $6,563,627 | $1,386,326 | $12,337,327 | $226,837 | $12,110,490 |
| December 31, 2023 | 990 | $9,863,282 | $7,713,526 | $2,149,756 | $10,432,996 | $238,937 | $10,194,059 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $7,740,721
- Program service revenue
- $208,779
- Investment income
- $453
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $3,791,109
- Compensation of officers, directors and key employees
- $285,801
- Other salaries and wages
- $1,095,271
- Salaries, compensation and benefits (total)
- $1,676,676
- Professional fundraising fees
- $0
- Occupancy
- $127,724
- Depreciation
- $22,978
- Program services (functional)
- $5,406,369
- Management and general (functional)
- $499,529
- Fundraising (functional)
- $657,729
Balance sheet and other
- Total assets, start of year
- $10,432,996
- Total assets, end of year
- $12,337,327
- Total liabilities, end of year
- $226,837
- Net assets, end of year
- $12,110,490
- Land, buildings and equipment
- $459,322
- Publicly traded securities
- $3,551,672
- Net assets without donor restrictions
- $8,596,745
- Net assets with donor restrictions
- $3,513,745
- Gross receipts
- $7,949,953
- Employees
- 31
- Volunteers
- 225
- Year formed
- 1995
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Susan J Worrel | Former CEO Officer | 55 | $176,594 | $17,265 |
| Samuel Bernstein | Chief Dev & Mktg | 55 | $120,608 | $24,953 |
| Tair Giudice | Chief Imp. Officer | 55 | $125,459 | $7,004 |
| Cheri Martin | Chief Fin. & Admin | 55 | $115,471 | $6,966 |
| Adam Kolett | CEO Officer | 55 | $88,593 | $3,349 |
| Amy Vitner | President Trustee or director, Officer | 10 | $0 | $0 |
| Kara Culp | VP FRD Trustee or director, Officer | 4 | $0 | $0 |
| Lindsay Muns | VP PA Trustee or director, Officer | 2 | $0 | $0 |
| Rachel Campbell | Trustee Trustee or director | 1 | $0 | $0 |
| Jake House | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Slade Goldstein | First VP Trustee or director, Officer | 4 | $0 | $0 |
| Stephanie Haynes | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Sara Kulbersh | Trustee Trustee or director | 2 | $0 | $0 |
| Sharyn Handelsman | Trustee Trustee or director | 1 | $0 | $0 |
| Risa Miller | Past President Trustee or director, Officer | 10 | $0 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Eric Althofer | Trustee Trustee or director | 2 | $0 |
| Laura Philipson | Trustee Trustee or director | 1 | $0 |
| Karen Spiegler | Trustee Trustee or director | 1 | $0 |
| Jan Weiner | Trustee Trustee or director | 1 | $0 |
| Eric Wisotsky | Trustee Trustee or director | 0.5 | $0 |
| Rebekah Rubenstein | Trustee Trustee or director | 0.5 | $0 |
| Andrew Lyons | Trustee Trustee or director | 0.5 | $0 |
| Ben Braun | Trustee Trustee or director | 0.5 | $0 |
| Rick Glaser | Trustee Trustee or director | 0.5 | $0 |
| Bonnie Wilson | Trustee Trustee or director | 0.5 | $0 |
| Jennifer Golynsky | Trustee Trustee or director | 0.5 | $0 |
| Steve Menaker | Trustee Trustee or director | 0.5 | $0 |
990 for the year ended December 31, 2023: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Susan J Worrel | CEO Officer | 55 | $208,496 | $22,440 |
| Samuel Bernstein | Chief Dev & Mktg | 55 | $115,638 | $24,722 |
| Cheri Martin | Chief Fin. & Admin | 55 | $106,857 | $15,726 |
| Tair Giudice | Chief Imp. Officer | 55 | $108,892 | $7,847 |
| Risa Miller | President Trustee or director, Officer | 10 | $0 | $0 |
| Ron Townsend | Past President Trustee or director, Officer | 10 | $0 | $0 |
| Amy Vitner | First VP Trustee or director, Officer | 4 | $0 | $0 |
| Rachel Campbell | Trustee Trustee or director | 1 | $0 | $0 |
| Jake House | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Slade Goldstein | VP of FRD Trustee or director | 4 | $0 | $0 |
| Stephanie Haynes | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Sara Kulbersh | Trustee Trustee or director | 2 | $0 | $0 |
| Sharyn Handelsman | Trustee Trustee or director | 1 | $0 | $0 |
| Mark Roth | Trustee Trustee or director | 0.5 | $0 | $0 |
| Eric Althofer | Trustee Trustee or director | 2 | $0 | $0 |
| Gabe Mathless | Trustee Trustee or director | 0.5 | $0 | $0 |
| Laura Philipson | Trustee Trustee or director | 1 | $0 | $0 |
| Karen Spiegler | Trustee Trustee or director | 1 | $0 | $0 |
| Lindsay Muns | VP Plan & Alloc Trustee or director | 2 | $0 | $0 |
| Glenda Bernhardt | Trustee Trustee or director | 1 | $0 | $0 |
| Ben Braun | Trustee Trustee or director | 0.5 | $0 | $0 |
| Rick Glaser | Trustee Trustee or director | 0.5 | $0 | $0 |
| Bonnie Wilson | Trustee Trustee or director | 0.5 | $0 | $0 |
| Jennifer Golynsky | Trustee Trustee or director | 0.5 | $0 | $0 |
| Alison Lerner | Trustee Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5007 PROVIDENCE RD, CHARLOTTE, NC 28226-5849
- Principal officer (990 for 2024)
- Adam Kolett, 5007 Providence Road 101, Charlotte, NC 282265849
- Signed the 990
- Stephanie Haynes, Treasurer
- Phone
- (704) 944-6754
- Return prepared by
- Foard and Company PA
Mission
To benefit the Jewish community by providing centralized fundraising and distribution of resources to promote and maintain Jewish activities.
Program accomplishments
- 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 communityExpenses $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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 56-1951745
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99Z)
- Assets (IRS master file)
- $12,337,327
- Income (IRS master file)
- $7,949,953
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $7,949,953 | $6,563,627 | $12,337,327 | XML |
| 990 | December 2023 | $9,863,282 | $7,713,526 | $10,432,996 | XML |
| 990 | December 2022 | $5,221,517 | $5,136,335 | $7,686,900 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-1951745).
Questions about UNITED JEWISH CHARITIES OF GREATER CHARLOTTE INC
- What is the EIN of UNITED JEWISH CHARITIES OF GREATER CHARLOTTE INC?
- The employer identification number (EIN) of UNITED JEWISH CHARITIES OF GREATER CHARLOTTE INC is 56-1951745.
- Is UNITED JEWISH CHARITIES OF GREATER CHARLOTTE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to UNITED JEWISH CHARITIES OF GREATER CHARLOTTE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED JEWISH CHARITIES OF GREATER CHARLOTTE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED JEWISH CHARITIES OF GREATER CHARLOTTE INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED JEWISH CHARITIES OF GREATER CHARLOTTE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of UNITED JEWISH CHARITIES OF GREATER CHARLOTTE INC?
- The 990 for the year ended December 31, 2024 names Adam Kolett.
- Who are the officers and directors of UNITED JEWISH CHARITIES OF GREATER CHARLOTTE INC?
- The 990 for the year ended December 31, 2024 lists 27 people; 5 received compensation from the organization, the highest $176,594 (Susan J Worrel, Former CEO).
- How much revenue does UNITED JEWISH CHARITIES OF GREATER CHARLOTTE INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $7,949,953, expenses of $6,563,627 and total assets of $12,337,327 at year end.
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All nonprofits in CHARLOTTE · North Carolina · Philanthropy, voluntarism and grantmaking foundations