Civic Intelligence

Yad Ezra Inc

EIN 38-2904733 • 501(c)3 • Berkley, MI

Profile

To provide supplemental kosher food products and other necessities to needy jewish families in the community.

2850 W 11 Mile RoadBerkley, MI 48072

www.yadezra.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

21st percentile

0.01x

Higher debt load relative to assets than 21% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

22nd percentile

0.03x

Higher debt load relative to revenue than 22% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

71st percentile

18%

Higher net margin than 71% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$125,117

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

63rd percentile

8.7%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

47%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$9,515,474

Up $765,251 (+8.7%) from 2023

Liabilities

Up

$107,118

Up $35,842 (+50%) from 2023

Net Assets

Up

$9,408,356

Up $729,409 (+8.4%) from 2023

Revenue

Up

$3,848,766

Up $1,229,539 (+47%) from 2023

Expenses

Up

$3,168,387

Up $19,746 (+0.6%) from 2023

Net Income

Up

$680,379

Up $1,209,793 (+229%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2010: $3,940,671Liabilities 2010: $16,661Net Assets 2010: $3,924,0102010Assets 2011: $4,375,366Liabilities 2011: $86,520Net Assets 2011: $4,288,8462011Assets 2012: $4,751,276Liabilities 2012: $134,766Net Assets 2012: $4,616,5102012Assets 2013: $5,075,511Liabilities 2013: $118,556Net Assets 2013: $4,956,9552013Assets 2014: $5,304,876Liabilities 2014: $93,925Net Assets 2014: $5,210,9512014Assets 2015: $6,176,091Liabilities 2015: $34,919Net Assets 2015: $6,141,1722015Assets 2016: $6,308,426Liabilities 2016: $42,951Net Assets 2016: $6,265,4752016Assets 2017: $7,108,978Liabilities 2017: $37,563Net Assets 2017: $7,071,4152017Assets 2018: $6,850,963Liabilities 2018: $63,780Net Assets 2018: $6,787,1832018Assets 2019: $7,856,145Liabilities 2019: $31,369Net Assets 2019: $7,824,7762019Assets 2020: $9,429,658Liabilities 2020: $281,590Net Assets 2020: $9,148,0682020Assets 2021: $10,892,193Liabilities 2021: $274,689Net Assets 2021: $10,617,5042021Assets 2022: $8,717,100Liabilities 2022: $125,084Net Assets 2022: $8,592,0162022Assets 2023: $8,750,223Liabilities 2023: $71,276Net Assets 2023: $8,678,9472023Assets 2024: $9,515,474Liabilities 2024: $107,118Net Assets 2024: $9,408,3562024

Highlighted filing

2024

Assets$9,515,474
Liabilities$107,118
Net Assets$9,408,356

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $1,981,009Expenses 2010: $1,746,004Net Income 2010: $235,0052010Expenses 2011: $1,665,0762011Expenses 2012: $1,946,8492012Revenue 2013: $2,471,444Expenses 2013: $2,158,085Net Income 2013: $313,3592013Revenue 2014: $2,542,038Expenses 2014: $2,421,377Net Income 2014: $120,6612014Revenue 2015: $3,250,438Expenses 2015: $2,265,936Net Income 2015: $984,5022015Revenue 2016: $2,442,069Expenses 2016: $2,419,474Net Income 2016: $22,5952016Revenue 2017: $2,717,056Expenses 2017: $2,279,921Net Income 2017: $437,1352017Revenue 2018: $2,104,604Expenses 2018: $2,319,799Net Income 2018: -$215,1952018Revenue 2019: $3,539,588Expenses 2019: $2,501,995Net Income 2019: $1,037,5932019Revenue 2020: $3,440,234Expenses 2020: $2,113,493Net Income 2020: $1,326,7412020Revenue 2021: $4,609,102Expenses 2021: $2,604,867Net Income 2021: $2,004,2352021Revenue 2022: $3,240,770Expenses 2022: $2,990,116Net Income 2022: $250,6542022Revenue 2023: $2,619,227Expenses 2023: $3,148,641Net Income 2023: -$529,4142023Revenue 2024: $3,848,766Expenses 2024: $3,168,387Net Income 2024: $680,3792024

Highlighted filing

2024

Revenue$3,848,766
Expenses$3,168,387
Net Income$680,379

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.52$0.11$9.41$3.85$3.17$0.68
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.75$0.07$8.68$2.62$3.15$0.53
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.72$0.13$8.59$3.24$2.99$0.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.9$0.27$10.6$4.61$2.60$2.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.43$0.28$9.15$3.44$2.11$1.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.86$0.03$7.82$3.54$2.50$1.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.85$0.06$6.79$2.10$2.32$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.11$0.04$7.07$2.72$2.28$0.44
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.31$0.04$6.27$2.44$2.42$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.18$0.03$6.14$3.25$2.27$0.98
2014Detailed filing. Detailed filing data is available for this year.$5.30$0.09$5.21$2.54$2.42$0.12
2013Detailed filing. Detailed filing data is available for this year.$5.08$0.12$4.96$2.47$2.16$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.75$0.13$4.62$1.95
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.38$0.09$4.29$1.67
2010Summary only. Only limited summary data is available for this year.$3.94$0.02$3.92$1.98$1.75$0.24
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 1, 2025
Return Version
2024v5.2
Gross Receipts
$3,900,977
Mission and Program Overview

Mission

To provide supplemental kosher food products and other necessities to needy jewish families in the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,858,352$7,069,842▲ $211,490
Land, Buildings, and Equipment, Net$1,342,380$1,274,217▼ $68,163
Pledges and Grants Receivable$18,950$772,519▲ $753,569
Savings and Temporary Cash Investments$424,127$312,547▼ $111,580
Inventories for Sale or Use$86,678$79,099▼ $7,579
Accounts Receivable$19,736$7,250▼ $12,486
Total Assets$8,750,223$9,515,474▲ $765,251
Liabilities
Accounts Payable and Accrued Expenses$69,526$103,668▲ $34,142
Other Liabilities$1,750$3,450▲ $1,700
Total Liabilities$71,276$107,118▲ $35,842
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,634,062$6,003,471▲ $369,409
Net Assets With Donor Restrictions$3,044,885$3,404,885▲ $360,000
Total Net Assets Fund Balance$8,678,947$9,408,356▲ $729,409
Total Liabilities and Net Assets / Fund Balance$8,750,223$9,515,474▲ $765,251

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$992,028$784,055$1,776,083
Land$195,000-$195,000
Equipment$65,764$116,070$181,834
Other Land Buildings$21,425$85,699$107,124

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$2,979,885$30,000▲ $302,743$302,743$3,009,885
2023$2,954,885$25,000▲ $369,889$369,889$2,979,885
2022$2,939,875$15,010--$2,954,885
2021$2,848,875$91,000▲ $288,649$288,649$2,939,875
2020$2,823,375$25,500▲ $246,547$246,547$2,848,875
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Daniella MechnikovExecutive DirectorFT$125,117$125,117
Jeff LazarExecutive DirectorFT$9,616$9,616

Board Members and Trustees

NameTitle
Melvin SchwartzImmediate Past President
Marcy FikanyPresident
David ShermanVice President
Jason BrownVice President
Jeff MossVice President
Laurie BoundsVice President
Ari GelbermanDirector
Brad MutnickDirector
Channie GoldsteinDirector
Dan StettnerDirector
Devorah FeldmanDirector
Emily SlabotskyDirector
Jeremy ZickermanDirector
Jim RosenfeldDirector
Jodi MichaelsonDirector
Judy ThomasDirector
Julie GreenfieldDirector
Karen WeinbaumDirector
Leah FarhyDirector
Lisa KleinDirector
Lon AronsonDirector
Michael JacobDirector
Milt NeumanDirector
Rob PliskowDirector
Roman GolshteynDirector
Ron YollesDirector
Ruth Anne LippittDirector
Sam DubinDirector
Shari SteinDirector
Shimshi JonasDirector
Stacie BernardDirector
Tracie FienmanDirector
Wendy GamerDirector
Jeff SchwartzSecretary
Michael GendelmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,157,337
Program Service Revenue
$0
Investment Income
$658,540
Other Revenue
$32,889
All Other Contributions
$2,429,845
Change in Net Assets
$680,379

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Food Inventory$525,013Pounds at Market Value
Total Noncash Contributions$525,013-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,777,889
Revenue Not Reported on Financial Statements
$70,877
Revenue Not Reported on Form 990
$49,030
Total Revenue per Audited Statements
$3,826,919
Total Revenue per Form 990
$3,848,766
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,950,542
Salaries, Compensation, and Employee Benefits$753,332
Other Expenses$464,513
Total Fundraising Expense$98,924
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,950,542--$1,950,542
Other Salaries and Wages$336,109$129,273$51,709$517,091
Current Officers, Directors, Trustees, and Key Employees$87,577$33,683$13,473$134,733
Occupancy$76,965$4,276$4,276$85,517
Depreciation Depletion$75,895$4,217$4,217$84,329
Fees for Service Investment Mgmnt Fees-$70,877-$70,877
Other Employee Benefits$34,244$13,171$5,268$52,683
Payroll Taxes$31,737$12,206$4,882$48,825
Information Technology$16,219$8,110$8,110$32,439
Insurance$17,203$956$956$19,115
Office Expenses$5,520$8,947$4,569$19,036
Fees for Services Accounting-$15,697-$15,697
Other Expenses$1,998$3,500$1,464$3,500
Total Functional Expenses$2,744,529$324,934$98,924$3,168,387

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,168,387
Expenses per Audited Statements$3,097,510
Total Expenses per Audited Statements$3,097,510
Expenses Not Reported on Financial Statements$70,877
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$52,211
Fundraising Gross Income$52,211
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner$779,703$52,211$52,211$0
Total Events$779,703$52,211$52,211$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$3,450
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

A copy of form 990 is provided to the finance committee prior to filing.

Form 990, Part VI, Section B, Line 12C

The organization conducts orientation of new board members and explains the conflict of interest policy annually.

Form 990, Part VI, Section B, Line 15

A committee determines the salaries. The entire salary budget is approved by the board of directors.

Form 990, Part VI, Section C, Line 19

Documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Yad Ezra
EIN
38-2904733
Phone
2485483663
Address
2850 W 11 MILE ROAD, BERKLEY, MI 48072

Signing Officer

Name
Jeff Lazar
Title
Executive Director
Phone
2485483663
Signed
2025-10-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Lazar
Formed
1989
Legal Domicile
Mi
Voting Board Members
35
Independent Board Members
35
Employees
18
Volunteers
50

Preparer

Firm
Gordon Advisors Pc
Address
1301 W LONG LAKE ROAD STE 200, TROY, MI 48098
Preparer
Kevin E Klein CPA
Phone
2489520200
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Partnership income not included on financial statement -4,879.

Financial Statement Notes

PART V, LINE 4:

The organization has net assets with donor restrictions that are perpetual in nature consisting of endowment funds. The principal amount of the endowment has been restricted in perpetuity by their donors, whereas the investment income earned on the assets of these funds is unrestricted and expendable for program services.

PART X, LINE 2:

Professional standards require an evaluation of whether a tax position reported on a tax return is more likely than not to be sustained if challenged. Management believes no such positions exist that would have significant impact on the organization 's financial position and results of operations. As of december 31, 2024 and 2023, no liability for unrecognized tax benefit was required to be recorded.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Partnership income not included on financial statement -4,879.

Raw XML AppendixShowing 400 of 712 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0TO PROVIDE SUPPLEMENTAL KOSHER FOOD PRODUCTS AND OTHER NECESSITIES TO NEEDY JEWISH FAMILIES IN THE COMMUNITY.
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IRS990/Form990PartVIISectionAGrp/PersonNm1JEFF MOSS
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IRS990/Form990PartVIISectionAGrp/PersonNm3BRAD MUTNICK
IRS990/Form990PartVIISectionAGrp/PersonNm4MICHAEL GENDELMAN
IRS990/Form990PartVIISectionAGrp/PersonNm5JEFF SCHWARTZ
IRS990/Form990PartVIISectionAGrp/PersonNm6DAVID SHERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm7JUDY THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm8STACIE BERNARD
IRS990/Form990PartVIISectionAGrp/PersonNm9LAURIE BOUNDS
IRS990/Form990PartVIISectionAGrp/PersonNm10CHANNIE GOLDSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm11SHIMSHI JONAS
IRS990/Form990PartVIISectionAGrp/PersonNm12RON YOLLES
IRS990/Form990PartVIISectionAGrp/PersonNm13SAM DUBIN
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IRS990/Form990PartVIISectionAGrp/PersonNm15LISA KLEIN
IRS990/Form990PartVIISectionAGrp/PersonNm16JODI MICHAELSON
IRS990/Form990PartVIISectionAGrp/PersonNm17JULIE GREENFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm18MICHAEL JACOB
IRS990/Form990PartVIISectionAGrp/PersonNm19MILT NEUMAN
IRS990/Form990PartVIISectionAGrp/PersonNm20SHARI STEIN
IRS990/Form990PartVIISectionAGrp/PersonNm21JASON BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm22MELVIN SCHWARTZ
IRS990/Form990PartVIISectionAGrp/PersonNm23DEVORAH FELDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm24WENDY GAMER
IRS990/Form990PartVIISectionAGrp/PersonNm25ROB PLISKOW
IRS990/Form990PartVIISectionAGrp/PersonNm26JIM ROSENFELD
IRS990/Form990PartVIISectionAGrp/PersonNm27EMILY SLABOTSKY
IRS990/Form990PartVIISectionAGrp/PersonNm28JEREMY ZICKERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm29LON ARONSON
IRS990/Form990PartVIISectionAGrp/PersonNm30LEAH FARHY
IRS990/Form990PartVIISectionAGrp/PersonNm31ARI GELBERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm32ROMAN GOLSHTEYN
IRS990/Form990PartVIISectionAGrp/PersonNm33DAN STETTNER
IRS990/Form990PartVIISectionAGrp/PersonNm34KAREN WEINBAUM
IRS990/Form990PartVIISectionAGrp/PersonNm35DANIELLA MECHNIKOV
IRS990/Form990PartVIISectionAGrp/PersonNm36JEFF LAZAR
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt22IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt29DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt30DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt31DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt32DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt33DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt34DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt35EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt36EXECUTIVE DIRECTOR
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