Yad Yaakov EIN 94-2967967 Form 990 (PDF) Claim this org

Yad Yaakov FY2023 filing

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Promotes deeper understanding of Jewish texts and values through educational programs. For fiscal year 2023 it reported $288K in revenue, $285K in expenses, and $5K in net assets.Pt I

Type
Public charity (501(c)(3)) · Nonprofit
Location
Milton, FL
Website
www.yadyaakov.com
Filings
5 on file (2021–2023)
Revenue
$288KFY2023
Expenses
$285K
Net assets
$5K
People
9
Filings
5
Updates
0
More identity details & actions ⌄
EIN  94-2967967 Public charity (501(c)(3)) Milton, FL
Form 990 (PDF)
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →
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Size
$100K–1M
What they do
Promotes deeper understanding of Jewish texts and values through educational programs.
Leadership
Chuck Lisner · President/Di
Money in and out
$288K revenue, $285K expenses
Bottom line
91% program efficiency
Where the money goes · FY2023
Total revenue
$288K
Pt VIII · Ln 12
Total expenses
$285K
Pt IX · Ln 25
Net assets
$5K
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $2K
Where spending went · Part IX cols B–D
Program services $0.91 Management & general $0.04 Fundraising $0.05
Program efficiency
91%
of spending reaches programs
Operating runway
0.2mo
months of highly liquid reserves at operating expense rate
Surplus margin
+0.8%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2023 · Form 990
Revenue
$288K
FY2023▲ +21%
Expenses
$285K
FY2023▲ +16%
Total assets
$5K
FY2023▲ +66%
Total liabilities
$0
FY2023
Total revenue
$288K
Pt VIII · Ln 12
Total expenses
$285K
Pt IX · Ln 25
Net assets
$5K
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$2K
Total assetsPt X · Ln 16$5K
Program-expense ratioPt IX · col B91%
Voting members of governing bodyPt I · Ln 38
Independent voting membersPt I · Ln 48
Mission & Programs · Part III

Where the work happens

2 program services account for $259K of program spending, described in the organization's own filed words · FY2022.
01

The organization has funded yad yaakov fund, which runs programs throughout israel. These programs included adult education, school programs, assistance for youth in distress, curriculum development, teacher training, and jewish education programs for beginners and seniors.

$227Kprogram expense
02

The organization runs programs to help jewish education in israel and the united states. This includes lectures by visiting scholars, working with jewish institutions and live broadcasts of interactive internet classes. The organization works on programs for curriculum development in the united states and israel.

$32Kprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CYad Yaakov
EINHdr · item D94-2967967
Principal addressHdr · item CMilton, FL
WebsiteHdr · item Jwww.yadyaakov.com
Year of formationHdr · item Lpending
State of legal domicileHdr · item MFL
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFNonprofit
Ruling yearIRS BMFNov 1986

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a8
Independent voting membersPt VI · Ln 1b8
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2Yes

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
President/Di
$0Pt VII · Sec A
Treasurer/Di
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
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Statement of Revenue

Part VIII
Contributions & grants100%$287K
Other revenue$1K
Total revenueLn 12$288K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.91 Management & general $0.04 Fundraising $0.05
Program services91%$259K
Management & general4%$12K
Fundraising5%$14K
Total functional expensesLn 25$285K

Balance Sheet

Part X · end of year
CashLn 1$5K
Total assetsLn 16$5K
Total liabilitiesLn 26$0
Total net assetsLn 32$5K
Months of cash on handcomputed0.2

Financial Metrics

Form 990 · FY2023 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $5K · Operating expenses/yr $285K
0.2 months
Where the money goes
Program services
Program services $259K · Total expenses $285K
91%
Management & General
Management & general $12K · Total expenses $285K
4%
Fundraising
Fundraising $14K · Total expenses $285K
5%
Cost to raise $1
Fundraising expense (3-yr avg) $16K · Solicited contributions (3-yr avg) $228K
$0.07 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $287K · Total revenue $288K
100%
Government reliance
Government grants — · Total revenue $288K
Earned-income share
Program service revenue $0 · Total revenue $288K
0%
Investment reliance
Investment income $0 · Total revenue $288K
0%
Program self-sufficiency
Program service revenue $0 · Total expenses $285K
0%
Growth & trend
Revenue growth (YoY)
This year $288K · Prior year $237K
+21%
Net-asset trend (YoY)
End of year $5K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $288K · Expenses $285K
+0.8%
Liabilities-to-Assets
Total liabilities — · Total assets $5K
Net-asset ratio
Net assets $5K · Total assets $5K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $5K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Chuck Lisner · Reported title PRESIDENT/DI · Highest reported compensation $0 · Total expenses $285K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $46K · Total expenses $285K
16%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 91%
Overhead ratio 4%
Fundraising cost ratio 5%
Revenue growth 21%
Accounting fee ratio 0.5%

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 2 funders$100K

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$126K revenue · ⤓ 990 PDF
FY2024$83K revenue · ⤓ 990 PDF
FY2023$288K revenue · viewing · ⤓ 990 PDF
FY2022$237K revenue · ⤓ 990 PDF
FY2021$167K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2023IRS
Classification, formation year, addressIRS Business Master File
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