United Jewish Federation of Tidewater

Nonprofit profile at a glance

EIN
540535603
IRS 990 coverage
2009–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024, Form 990-T 2024
Location
Virginia Beach, VA, USA
Phone
757-965-6111
Rating
83
Verdict
STRONG
Rating confidence
Standard
Sector
Federated Giving Programs
Affiliation
Judaism

Official website

Reported finances

Revenue
$7,623,690
Expenses
$9,084,905
Assets
$7,687,809
Liabilities
$4,453,268

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

50 people listed

Executive titles in this filing

  • DAVID LEON (PRESIDENT)
  • BETTY ANN LEVIN (EXECUTIVE VICE PRESIDENT)

Highest reported compensation

  • BETTY ANN LEVIN (EXECUTIVE VICE PRESIDENT): $234,690 total reported compensation
  • AMY ZELENKA (CHIEF DEVELOPMENT OFFICER): $134,919 total reported compensation
  • DANA JONES (CFO): $134,544 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To enhance, preserve and grow the assets entrusted to us for the benefit of the Jewish community of Tidewater, Virginia, and Israel.

What it reported doing in 2024

Jewish cultural events and jewish education- to provide social events, festivals and speakers in jewish culture, and provide jewish education classes, discussion groups, and teacher awareness classes.

Operating model

Revenue model
Donor-supported. 80% of the money available for current operations came from contributions and gifts.
Distribution model
Hybrid. The nonprofit split its reported program spending across 55% for direct work, and 45% for grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 83
  • Transparency & Controls: 81
  • Accountability: 100
  • Sustainability: 19
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 95.1%; rating input score 95
  • Program expense ratio: 79.9%; rating input score 80
  • Fundraising efficiency: $7.89 raised per $1 spent on fundraising; rating input score 30; 30th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 93.8%; rating input score 94; 20th percentile among comparable filings
  • Pay-setting controls: 2 of 6 controls in place; rating input score 33
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Pass
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 97.2%; rating input score 97; 33rd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -19.2%; rating input score 7; 7th percentile among comparable filings
  • Total-asset coverage ratio: 0.85; rating input score 31; 31st percentile among comparable filings
  • Liabilities to assets ratio: 0.58; rating input score 17; 17th percentile among comparable filings
  • Officer compensation ratio: 6.7%; rating input score 43; 43rd percentile among comparable filings

Growth

  • Program expense growth: 6.8% per year; rating input score 100; 49th percentile among comparable filings
  • Revenue growth: 3.5% per year; rating input score 100; 30th percentile among comparable filings
  • Asset growth: 0.1% per year; rating input score 100; 12th percentile among comparable filings

Details

  • What they do: 2 programs and campaigns described on the official site · 2 operating locations identified
  • Where the money goes: 95.1% of revenue deployed · 79.9% of spending went to programs
  • Governance: 46 of 46 board members independent · 9 of 9 filing controls reported
  • Programs: 5 filed program accomplishments · $7.3M in reported program spending
  • Leadership: top reported pay $235K · 50 people listed · 2 of 6 pay-setting controls reported
  • Consistency: 36 of 37 current checks pass · 1 finding to review
  • Schedules: 8 filed schedules · includes major donors, grants, executive pay, and related organizations
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 25 filed money-flow records
  • Related organizations: 22 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Fundraising efficiency scored 30/100.
  • High — Sustainability: Operating margin scored 7/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 31/100.
  • High — Sustainability: Liabilities to assets ratio scored 17/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Moderate — Sustainability: Officer compensation ratio scored 43/100.