YAD YAAKOV (EIN 942967967) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

CHUCK LISNER

Tax Period

2023-08-01 to 2024-07-31

YAD YAAKOV, founded in 1984, is a micro nonprofit that reported $83K in total revenue in fiscal year 2023. Revenue fell 71% from the prior year — a significant decline worth monitoring.

Mission

THE YAD YAAKOV FUND FOR JEWISH EDUCATION IS COMMITTED TO BRING A DEEPER COMMITMENT AND UNDERSTANDING TO JEWISH TEXTS AND VALUES TO A LARGE AND VARIED POPULATION. WE FUNCTION IN ISRAEL AND THE UNITED STATES. WE BUILD OUR PROGRAMS AND ALSO SUPPORT PROGRAMS DEVELOPED BY OTHERS THAT REFLECT THESE GOALS.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $83,359

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $83,359

Expense Breakdown

Grants Paid $62,809

Salaries & Benefits $17,785

Fundraising Expenses $5,336

Program Expenses $75,258

Other Expenses $2,977

TOTAL EXPENSES $83,571

Year-over-Year Comparison

	2023	2022	Change
Revenue	$83,359	$287,689	-0.7%
Expenses	$83,571	$285,335	-0.7%
Net Income	$-212	$2,354	-1.1%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHUCK LISNER	PRESIDENT/DI	5.00	Officer Director	$0	$0	$0
ELLEN FLAMHOLZ	TREASURER/DI	5.00	Officer Director	$0	$0	$0
JOHN PIKINGTON	DIRECTOR	5.00	Director	$0	$0	$0
FRAN ALEXANDER	DIRECTOR	5.00	Director	$0	$0	$0
ROBERT STAMPER	DIRECTOR	5.00	Director	$0	$0	$0
NAOMI STAMPER	DIRECTOR	5.00	Director	$0	$0	$0
KENNETH MERRITT JR	DIRECTOR	5.00	Director	$0	$0	$0
LINDA LEVY	DIRECTOR	5.00	Director	$0	$0	$0

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
2025	No data	No data	No data	No data
2024	$83,359	$83,571	$5,078	$-212
2023	$287,689	$285,335	$5,270	$2,354
2022	$236,878	$246,075	$3,166	$-9,197
2021	$167,066	$168,240	$12,363	$-1,174
2020	$201,022	$227,654	$13,539	$-26,632
2019	$279,472	$268,623	$40,171	$10,849

YAD YAAKOV