UNITED JEWISH CHARITIES OF GREATER CHARLOTTE INC Charity Report

Public IRS 990 nonprofit record

UNITED JEWISH CHARITIES OF GREATER CHARLOTTE INC

EIN 56-1951745 · Philanthropy, Voluntarism & Grantmaking Foundations (T99Z)

What they do

to Benefit The Jewish Community By Providing Centralized Fundraising and Distribution of Resources to Promote and Maintain Jewish Activities.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $82.40 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders27 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

68.01%of revenue went to mission work82.4% of expenses · Program services

8.27%of revenue went to fundraising10.0% of expenses

$82.56spent for every $100 of revenueRevenue covered expenses this year.

6.28%of revenue went to management and office costs7.6% of expenses

$1.88in assets for every $1 spent this yearSome assets cannot be spent right away.

97.4%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $193,859 for SUSAN J WORREL (FORMER CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$7,949,953

Mission workProgram services$5,406,36968.01% of revenue82.4% of expenses

ManagementOffice and general costs$499,5296.28% of revenue7.6% of expenses

FundraisingAsking for donations$657,7298.27% of revenue10.0% of expenses

Revenue left after expensesReported annual surplus$1,386,32617.44% of revenueShown in gray on the chart

Total expenses$6,563,62782.56% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 82.4% mission · 7.6% management · 10.0% fundraisingTotal expenses: 82.56% of revenue

2023Expense mix: 87.7% mission · 4.5% management · 7.8% fundraisingTotal expenses: 78.20% of revenue

2022Expense mix: 81.5% mission · 6.4% management · 12.1% fundraisingTotal expenses: 98.37% of revenue

2021Expense mix: 81.5% mission · 5.9% management · 12.6% fundraisingTotal expenses: 98.68% of revenue

2020Expense mix: 82.2% mission · 5.8% management · 11.9% fundraisingTotal expenses: 95.83% of revenue

2019Expense mix: 80.8% mission · 6.7% management · 12.5% fundraisingTotal expenses: 80.57% of revenue

2018Expense mix: 80.5% mission · 7.3% management · 12.2% fundraisingTotal expenses: 137.13% of revenue

2017Expense mix: 75.8% mission · 8.5% management · 15.7% fundraisingTotal expenses: 98.87% of revenue

Money in and money out

Revenue$7,949,953

Expenses$6,563,627

Annual surplus $1,386,326 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$5,406,369 · 82.4% of expenses

Management and office costs$499,529 · 7.6% of expenses

Fundraising$657,729 · 10.0% of expenses

See all reported dollar amounts

Revenue$7,949,953

Expenses$6,563,627

Assets$12,337,327

Income$7,949,953

Contributions$7,740,721

Mission work (program services)$5,406,369

Fundraising$657,729

Grants given$28,867,057

Average grant$117,346

Management and general$499,529

Stocks and bonds$3,551,672

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

SUSAN J WORRELFORMER CEO · 55 hrs/week $193,859Base $176,594 · Other $17,265

SAMUEL BERNSTEINCHIEF DEV & MKTG · 55 hrs/week $145,561Base $120,608 · Other $24,953

TAIR GIUDICECHIEF IMP. OFFICER · 55 hrs/week $132,463Base $125,459 · Other $7,004

CHERI MARTINCHIEF FIN. & ADMIN · 55 hrs/week $122,437Base $115,471 · Other $6,966

ADAM KOLETTCEO · 55 hrs/week $91,942Base $88,593 · Other $3,349

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (27)

SUSAN J WORRELFORMER CEO

SAMUEL BERNSTEINCHIEF DEV & MKTG

TAIR GIUDICECHIEF IMP. OFFICER

CHERI MARTINCHIEF FIN. & ADMIN

ADAM KOLETTCEO

LAURA PHILIPSONTRUSTEE

STEVE MENAKERTRUSTEE

STEPHANIE HAYNESTREASURER

SLADE GOLDSTEINFIRST VP

SHARYN HANDELSMANTRUSTEE

SARA KULBERSHTRUSTEE

RISA MILLERPAST PRESIDENT

RICK GLASERTRUSTEE

REBEKAH RUBENSTEINTRUSTEE

RACHEL CAMPBELLTRUSTEE

LINDSAY MUNSVP PA

KAREN SPIEGLERTRUSTEE

KARA CULPVP FRD

JENNIFER GOLYNSKYTRUSTEE

JAN WEINERTRUSTEE

JAKE HOUSESECRETARY

ERIC WISOTSKYTRUSTEE

ERIC ALTHOFERTRUSTEE

BONNIE WILSONTRUSTEE

BEN BRAUNTRUSTEE

ANDREW LYONSTRUSTEE

AMY VITNERPRESIDENT

About this charity

Recognized since: January 1997
Location: 5007 PROVIDENCE RD, CHARLOTTE, NC 28226-5849
County: Mecklenburg
In care of: Stephanie Haynes
Primary officer: Stephanie Haynes, Treasurer

How to reach them

Phone(704) 944-6754

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: FOARD AND COMPANY PA
NTEE classification: Philanthropy, Voluntarism & Grantmaking Foundations (T99Z)
Grant-giving organization: Yes