YAD EZRA (EIN 382904733) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1989

Legal Domicile

Principal Officer

JEFF LAZAR

Phone

2485483663

Tax Period

2024-01-01 to 2024-12-31

YAD EZRA, founded in 1989, is a community nonprofit that reported $3.8M in total revenue in fiscal year 2024. Revenue surged 47% from the prior year, signaling strong growth momentum. The organization ran a surplus of $680K, a strong 18% operating margin.

Mission

TO PROVIDE SUPPLEMENTAL KOSHER FOOD PRODUCTS AND OTHER NECESSITIES TO NEEDY JEWISH FAMILIES IN THE COMMUNITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,157,337

Program Service Revenue $0

Investment Income $658,540

Other Revenue $32,889

TOTAL REVENUE $3,848,766

Expense Breakdown

Grants Paid $1,950,542

Salaries & Benefits $753,332

Fundraising Expenses $98,924

Program Expenses $2,744,529

Other Expenses $464,513

TOTAL EXPENSES $3,168,387

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,848,766	$2,619,227	+0.5%
Expenses	$3,168,387	$3,148,641	+0.0%
Net Income	$680,379	$-529,414	-2.3%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$134,733

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARCY FIKANY	PRESIDENT	2.00	Officer Director	$0	$0	$0
JEFF MOSS	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
RUTH ANNE LIPPITT	DIRECTOR	1.00	Director	$0	$0	$0
BRAD MUTNICK	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL GENDELMAN	TREASURER	2.00	Officer Director	$0	$0	$0
JEFF SCHWARTZ	SECRETARY	2.00	Officer Director	$0	$0	$0
DAVID SHERMAN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
JUDY THOMAS	DIRECTOR	1.00	Director	$0	$0	$0
STACIE BERNARD	DIRECTOR	1.00	Director	$0	$0	$0
LAURIE BOUNDS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CHANNIE GOLDSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
SHIMSHI JONAS	DIRECTOR	1.00	Director	$0	$0	$0
RON YOLLES	DIRECTOR	1.00	Director	$0	$0	$0
SAM DUBIN	DIRECTOR	1.00	Director	$0	$0	$0
TRACIE FIENMAN	DIRECTOR	1.00	Director	$0	$0	$0
LISA KLEIN	DIRECTOR	1.00	Director	$0	$0	$0
JODI MICHAELSON	DIRECTOR	1.00	Director	$0	$0	$0
JULIE GREENFIELD	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL JACOB	DIRECTOR	1.00	Director	$0	$0	$0
MILT NEUMAN	DIRECTOR	1.00	Director	$0	$0	$0
SHARI STEIN	DIRECTOR	1.00	Director	$0	$0	$0
JASON BROWN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MELVIN SCHWARTZ	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
DEVORAH FELDMAN	DIRECTOR	1.00	Director	$0	$0	$0
WENDY GAMER	DIRECTOR	1.00	Director	$0	$0	$0
ROB PLISKOW	DIRECTOR	1.00	Director	$0	$0	$0
JIM ROSENFELD	DIRECTOR	1.00	Director	$0	$0	$0
EMILY SLABOTSKY	DIRECTOR	1.00	Director	$0	$0	$0
JEREMY ZICKERMAN	DIRECTOR	1.00	Director	$0	$0	$0
LON ARONSON	DIRECTOR	1.00	Director	$0	$0	$0
LEAH FARHY	DIRECTOR	1.00	Director	$0	$0	$0
ARI GELBERMAN	DIRECTOR	1.00	Director	$0	$0	$0
ROMAN GOLSHTEYN	DIRECTOR	1.00	Director	$0	$0	$0
DAN STETTNER	DIRECTOR	1.00	Director	$0	$0	$0
KAREN WEINBAUM	DIRECTOR	1.00	Director	$0	$0	$0
DANIELLA MECHNIKOV	EXECUTIVE DIRECTOR	40.00	Officer	$125,117	$0	$125,117
JEFF LAZAR	EXECUTIVE DIRECTOR	40.00	Officer	$9,616	$0	$9,616

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$3,848,766	$3,168,387	$9,515,474	$680,379
2023	$2,619,227	$3,148,641	$8,750,223	$-529,414
2022	$3,240,770	$2,990,116	$8,717,100	$250,654
2021	$4,609,102	$2,604,867	$10,892,193	$2,004,235
2020	$3,440,234	$2,113,493	$9,429,658	$1,326,741
2019	$3,539,588	$2,501,995	$7,856,145	$1,037,593
2018	$2,104,604	$2,319,799	$6,850,963	$-215,195

YAD EZRA