Jewish Family Services Of Greater Charlotte Inc
Jewish Family Services Of Greater Charlotte Inc shows consistent revenue and asset growth with no reported officer compensation.
EIN: 201146861 · Charlotte, NC · NTEE: P40 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $2.1M |
| Total Expenses | $1.4M |
| Program Spending | 85% |
| Net Assets | $2.5M |
| Transparency Score | 90/100 |
Is Jewish Family Services Of Greater Charlotte Inc Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
Jewish Family Services Of Greater Charlotte Inc directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About Jewish Family Services Of Greater Charlotte Inc
Jewish Family Services Of Greater Charlotte Inc (EIN: 201146861) is a nonprofit organization based in Charlotte, NC, classified under NTEE code P40. The organization reported total revenue of $2.1M and total assets of $3.0M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Jewish Family Services Of Greater Charlotte Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Jewish Family Services Of Greater Charlotte Inc is a mid-size nonprofit that has been operating for 22 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 7.9%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $1.6M |
| Total Expenses | $1.4M |
| Surplus / Deficit | +$210K |
| Total Assets | $2.5M |
| Total Liabilities | $12K |
| Net Assets | $2.5M |
| Operating Margin | 13.0% |
| Debt-to-Asset Ratio | 0.5% |
| Months of Reserves | 21.5 months |
Financial Health Grade: A
In 2023, Jewish Family Services Of Greater Charlotte Inc reported a surplus of $210K with revenue exceeding expenses, holds 21.5 months of operating reserves (strong position), has a debt-to-asset ratio of 0.5% (very low leverage).
Financial Trends
Over 13 years of filings (2011–2023), Jewish Family Services Of Greater Charlotte Inc's revenue has grown at a compound annual growth rate (CAGR) of 7.9%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +17.8% | +15.2% | +8.4% |
| 2022 | +28.0% | +11.2% | +0.3% |
| 2021 | -11.0% | +6.5% | +3.9% |
| 2020 | +2.4% | +6.4% | +28.7% |
| 2019 | +30.9% | +6.5% | +20.2% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2004 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Jewish Family Services Of Greater Charlotte Inc with a Mission Score of 90 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 85%
- fundraising: 5%
According to IRS 990 filings, Jewish Family Services Of Greater Charlotte Inc allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $210K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.5%.
Executive Compensation Analysis
No officer compensation has been reported in any of the available IRS 990 filings, indicating that executive leadership is either volunteer-based or compensated through other means not classified as officer compensation, which is highly unusual for an organization of this size and suggests a strong commitment to program spending.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of Jewish Family Services Of Greater Charlotte Inc's IRS 990 filings:
- No reported officer compensation, which, while positive for program spending, can sometimes indicate compensation is reported under other categories or that the organization relies heavily on volunteer leadership for key roles, which might raise questions about long-term sustainability of leadership.
Strengths
The following positive indicators were identified for Jewish Family Services Of Greater Charlotte Inc:
- Consistent revenue growth, increasing from $846,754 in 2014 to $1,610,947 in 2023.
- Strong asset growth, from $1,172,238 in 2014 to $2,515,133 in 2023.
- Very low liabilities, consistently under $50,000 across all reported periods, indicating strong financial health.
- No reported officer compensation across all filings, suggesting a high dedication of funds to programs.
- Positive net income in most years, indicating effective financial management and sustainability.
Frequently Asked Questions about Jewish Family Services Of Greater Charlotte Inc
Is Jewish Family Services Of Greater Charlotte Inc a legitimate charity?
Based on AI analysis of IRS 990 filings, Jewish Family Services Of Greater Charlotte Inc (EIN: 201146861) some concerns. Mission Score: 90/100. 1 red flag identified, 5 strengths noted.
How does Jewish Family Services Of Greater Charlotte Inc spend its money?
Jewish Family Services Of Greater Charlotte Inc directs 85% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to Jewish Family Services Of Greater Charlotte Inc tax-deductible?
Jewish Family Services Of Greater Charlotte Inc is registered as a tax-exempt nonprofit (EIN: 201146861). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of Jewish Family Services Of Greater Charlotte Inc's spending goes to programs?
Jewish Family Services Of Greater Charlotte Inc directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does Jewish Family Services Of Greater Charlotte Inc compare to similar nonprofits?
With a transparency score of 90/100 (Excellent), Jewish Family Services Of Greater Charlotte Inc is above average for NTEE category P40 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is Jewish Family Services Of Greater Charlotte Inc located?
Jewish Family Services Of Greater Charlotte Inc is headquartered in Charlotte, North Carolina and files with the IRS under EIN 201146861. It is classified under NTEE code P40.
How many years of IRS 990 filings does Jewish Family Services Of Greater Charlotte Inc have?
Jewish Family Services Of Greater Charlotte Inc has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $2.1M in total revenue.
Is Jewish Family Services Of Greater Charlotte Inc a good charity?
Based on the available financial data, Jewish Family Services Of Greater Charlotte Inc appears to be a very good charity. It demonstrates consistent financial growth, strong asset accumulation, very low liabilities, and notably, no reported officer compensation, suggesting a high percentage of funds are directed towards its mission.
How has the organization's revenue trended over the last five years?
The organization's revenue has shown a strong upward trend over the last five years, increasing from $1,171,910 in 2019 to $1,610,947 in 2023, indicating healthy growth in its funding base.
What is the organization's liability situation?
Jewish Family Services Of Greater Charlotte Inc consistently maintains very low liabilities. For example, in 2023, liabilities were only $11,757, which is a minimal amount relative to its assets of $2,515,133, indicating strong financial stability and low debt.
Filing History
IRS 990 filing history for Jewish Family Services Of Greater Charlotte Inc showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), Jewish Family Services Of Greater Charlotte Inc's revenue has grown by 148%, moving from $650K to $1.6M. Total assets increased by 195% over the same period, from $853K to $2.5M. Total functional expenses rose by 102.3%, from $693K to $1.4M. In its most recent filing year (2023), Jewish Family Services Of Greater Charlotte Inc reported a surplus of $210K, with revenue exceeding expenses. The organization holds $12K in liabilities against $2.5M in assets (debt-to-asset ratio: 0.5%), resulting in net assets of $2.5M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $1.6M | $1.4M | $2.5M | $12K | — | — |
| 2022 | $1.4M | $1.2M | $2.3M | $26K | — | View 990 |
| 2021 | $1.1M | $1.1M | $2.3M | $10K | — | View 990 |
| 2020 | $1.2M | $1.0M | $2.2M | $9K | — | View 990 |
| 2019 | $1.2M | $965K | $1.7M | $19K | — | View 990 |
| 2018 | $895K | $906K | $1.4M | $46K | — | View 990 |
| 2017 | $824K | $747K | $1.5M | $27K | — | View 990 |
| 2016 | $772K | $705K | $1.3M | $38K | — | View 990 |
| 2015 | $829K | $762K | $1.2M | $11K | — | View 990 |
| 2014 | $847K | $758K | $1.2M | $35K | — | View 990 |
| 2013 | $824K | $744K | $1.1M | $29K | — | View 990 |
| 2012 | $777K | $724K | $959K | $39K | — | View 990 |
| 2011 | $650K | $693K | $853K | $32K | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $1.6M, expenses of $1.4M, and assets of $2.5M (revenue +17.8% year-over-year).
- 2022: Revenue of $1.4M, expenses of $1.2M, and assets of $2.3M (revenue +28.0% year-over-year).
- 2021: Revenue of $1.1M, expenses of $1.1M, and assets of $2.3M (revenue -11.0% year-over-year).
- 2020: Revenue of $1.2M, expenses of $1.0M, and assets of $2.2M (revenue +2.4% year-over-year).
- 2019: Revenue of $1.2M, expenses of $965K, and assets of $1.7M (revenue +30.9% year-over-year).
- 2018: Revenue of $895K, expenses of $906K, and assets of $1.4M (revenue +8.7% year-over-year).
- 2017: Revenue of $824K, expenses of $747K, and assets of $1.5M (revenue +6.7% year-over-year).
- 2016: Revenue of $772K, expenses of $705K, and assets of $1.3M (revenue -6.9% year-over-year).
- 2015: Revenue of $829K, expenses of $762K, and assets of $1.2M (revenue -2.1% year-over-year).
- 2014: Revenue of $847K, expenses of $758K, and assets of $1.2M (revenue +2.8% year-over-year).
- 2013: Revenue of $824K, expenses of $744K, and assets of $1.1M (revenue +6.0% year-over-year).
- 2012: Revenue of $777K, expenses of $724K, and assets of $959K (revenue +19.6% year-over-year).
- 2011: Revenue of $650K, expenses of $693K, and assets of $853K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Jewish Family Services Of Greater Charlotte Inc:
Data Sources and Methodology
This transparency report for Jewish Family Services Of Greater Charlotte Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.