2024-02-15T13:53:09-06:00 2023-06-30 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2022-07-01 460540994 THE ISRAEL INSTITUTE INC ISRA 2022162229 1100 NEW JERSEY AVENUE SE 2115 WASHINGTON DC 20003 ARIEL ROTH EXECUTIVE DIRECTOR 2022162229 2024-02-15 1 ARIEL ROTH 999009999 0 FRANK H SMITH P00639053 2022274000 2024-02-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ARIEL ROTH 1100 NEW JERSEY AVENUE SE 2115 WASHINGTON DC 20003 3020313 0 X WWW.ISRAELINSTITUTE.ORG X 2012 DE SEE PART III, LINE 4A. 6 5 6 6 0 0 680199 2915251 0 0 2150 105062 1516 0 683865 3020313 2849776 2426647 0 0 948519 861782 0 0 307697 442345 358888 4240640 3647317 -3556775 -627004 4523703 3816255 123758 37601 4399945 3778654 THE ISRAEL INSTITUTE, INC. (THE INSTITUTE) ENHANCES KNOWLEDGE ABOUT MODERN ISRAEL BY ENSURING THAT MORE STUDENTS HAVE ACCESS TO COURSES ABOUT ISRAEL DURING THEIR TIME ON CAMPUS. 0 0 2880839 2397900 CAMPUS TEACHING: CAMPUS TEACHING PROGRAMS ARE THE CORE AREA OF ACTION FOR THE ISRAEL INSTITUTE'S WORK. THESE PROGRAMS ARE DESIGNED TO EXPAND STUDENT ACCESS TO HIGH-QUALITY COURSES ABOUT ISRAEL AT LEADING UNIVERSITIES IN THE UNITED STATES AND ABROAD. ACTIVITIES INCLUDE BRINGING ISRAELI SCHOLARS TO TEACH AT U.S. AND CANADIAN CAMPUSES FOR SEMESTER-LONG, ANNUAL, AND MULTI-YEAR PLACEMENTS AS VISITING FACULTY OR POSTDOCTORAL TEACHING FELLOWS; SENDING ISRAELI SCHOLARS TO TEACH INTENSIVE COURSES ABOUT ISRAEL AT UNIVERSITIES IN OTHER COUNTRIES; AND SUPPORTING THE EXPANSION OF COURSES IN ISRAEL STUDIES AMONG ESTABLISHED PROFESSORS AND UNIVERSITIES. 130873 28747 ACADEMIC ECOSYSTEM PROGRAMS SUPPORT OUR CAMPUS TEACHING PROGRAMS AT U.S. CAMPUSES THROUGH WORKSHOPS FOR PROFESSORS TO IMPROVE PEDAGOGY AND WORKSHOPS FOR LEADING UNDERGRADUATES INTERESTED IN LEARNING MORE ABOUT ISRAEL. 3011712 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 CA IL MA NJ NY OK X JASON GOLDSTEIN 2022162229 1100 NEW JERSEY AVENUE SE 2115 WASHINGTON DC 20003 ARIEL ROTH EXECUTIVE DIRECTOR 40.00 X 238222 0 29065 ERIKA FALK CHIEF OPERATING OFFICER 40.00 X 205766 0 36609 DANIEL SHAPIRO CHAIR 2.00 X X 25000 0 0 LISA EISEN TREASURER 2.00 X X 0 0 0 SENDER COHEN BOARD MEMBER 1.00 X 0 0 0 STEVEN DAVIDOFF SOLOMON BOARD MEMBER 1.00 X 0 0 0 JEHUDA REINHARZ BOARD MEMBER 1.00 X 0 0 0 MARK YUDOF BOARD MEMBER 1.00 X 0 0 0 468988 0 65674 2 0 1 0 0 2915251 2915251 105062 105062 3020313 0 0 105062 1772900 1772900 441500 441500 212247 212247 542534 226770 140344 175420 224771 103104 89097 32570 9187 4007 4203 977 35615 12381 12057 11177 49675 21180 15029 13466 54900 23408 16610 14882 21692 16240 5452 46331 22608 12473 11250 47253 20015 13603 13635 15785 6730 4776 4279 49563 40221 1276 8066 62412 62412 13668 5828 4135 3705 BOARD ADVISORY FEES 37000 15776 11194 10030 PROFESSIONAL DEVELOP. 10284 4385 3111 2788 3647317 3011712 327908 307697 1720229 281882 2581782 3476425 200000 0 21692 57948 4523703 3816255 123758 37601 123758 37601 X 4174945 3778654 225000 0 4399945 3778654 4523703 3816255 X -627004 147 5566 X 0 1 X 0 0 X 1824091 1416278 138436 680199 2915251 6974255 1824091 1416278 138436 680199 2915251 6974255 4362647 2611608 7374 27627 2214 2150 105062 144427 515 993 1508 7120190 0.36680 0.14870 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 515. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 993. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 3020460 147 147 3020313 0 3020313 3641751 -5566 -5566 3647317 0 3647317 PART X, LINE 2: THE INSTITUTE EVALUATED ITS UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2023, AND DETERMINED THAT THERE WERE NO SIGNIFICANT MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. PART XII, LINE 2D - OTHER ADJUSTMENTS: REFUND OF UNUSED GRANT -5,566. 1 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 GRANTMAKING 47000 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 25035 MIDDLE EAST AND NORTH AFRICA 0 1 PROGRAM SERVICES CONTRACTOR LOCATED IN ISRAEL 16240 0 1 0 0 0 1 88275 0 88275 NORTH AMERICA TEACHING FELLOWSHIP GRANT 47000 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND AND GREENLAND) CONFERENCE SUPPORT 15035 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND AND GREENLAND) INTERNATIONAL COURSE SUPPORT 10000 WIRE TRANSFER 0 3 0 INTERNATIONAL COURSE SOUTH AMERICA 1 12000 WIRE TRANSFER INTERNATIONAL COURSE SUB-SAHARAN AFRICA 1 12000 WIRE TRANSFER INTERNATIONAL COURSE EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 11 107500 WIRE TRANSFER FACULTY DEVELOPMENT NORTH AMERICA 1 5000 WIRE TRANSFER SPECIAL PROJECTS EUROPE (INCLUDING ICELAND & GREENLAND) 1 3712 WIRE TRANSFER 1 0 0 0 0 0 PART I, LINE 2: ALL OF OUR TEACHING FELLOW, VISITING FACULTY, AND TEACHING EXPANSION GRANTS REQUIRE THE GRANTEE TO REPORT TO US THE STATUS OF THE GRANT IN DECEMBER AND JUNE. IN ADDITION, STAFF DOES A CHECK IN ON THE PROGRESS OF ALL GRANTS IN OCTOBER AND FEBRUARY. THE RELEASE OF THE MID (JANUARY) AND FINAL (JUNE) GRANT-TERM FUNDS IS DEPENDENT ON THE RECEIPT OF SATISFACTORY REPORTS. FOR OUR INTERNATIONAL GRANTS, GRANTEE MUST PROVIDE US WITH A SATISFACTORY STATUS REPORT AFTER THE COURSE IS COMPLETE AND BEFORE THE FUNDS ARE RELEASED. FACULTY DEVELOPMENT GRANTS ARE PAID IN ADVANCE AND THEN REPORTS ARE REQUIRED TWICE A YEAR IN DECEMBER AND JUNE. PART I, LINE 3: FOREIGN EXPENDITURES ARE ACCOUNTED ON THE ACCRUAL BASIS. PART III, COL (C): THE NUMBER OF RECIPIENTS IS THE ACTUAL NUMBER, NOT AN ESTIMATED NUMBER. PART II, LINE 1 ACCOUNTING METHOD: FOREIGN EXPENDITURES ARE ACCOUNTED ON THE ACCRUAL BASIS. PART III ACCOUNTING METHOD: FOREIGN EXPENDITURES ARE ACCOUNTED ON THE ACCRUAL BASIS. 1 BAMAH INC 626 Q STREET NW SUITE 2 WASHINGTON DC 20001 861902482 501(C)(3) 175000 0 VISITING ARTIST UNIVERSITY OF MARYLAND ROUTE 1 COLLEGE PARK MD 20742 526002033 501(C)(3) 160000 0 TEACHING FELLOWSHIPS, TEACHING EXPANSION UC BERKELEY 2195 HEARST AVENUE ROOM 159 BERKELEY CA 94720 946002123 501(C)(3) 130000 0 VISITING FACULTY, TEACHING EXPANSION GEORGE WASHINGTON UNIVERSITY 2121 I STREET NW WASHINGTON DC 20052 530196584 501(C)(3) 90000 0 TEACHING FELLOWSHIPS UNIVERSITY OF CALIFORNIA DAVIS ONE SHIELDS AVENUE DAVIS CA 95616 946036494 501(C)(3) 90000 0 TEACHING FELLOWSHIPS UNIVERSITY OF CALIFORNIA IRVINE BIOLOGICAL SCIENCES III SUITE 1400 IRVINE CA 92697 952226406 501(C)(3) 90000 0 TEACHING FELLOWSHIPS UNIVERSITY OF SOUTHERN CALIFORNIA UNIVERSITY GARDENS BLDG SUITE 205 LOS ANGELES CA 90089 951642394 501(C)(3) 90000 0 TEACHING FELLOWSHIPS UNIVERSITY OF VIRGINIA 1001 N EMMET STREET CHARLOTTESVILLE VA 22903 546001796 501(C)(3) 90000 0 TEACHING FELLOWSHIPS WASHINGTON UNIVERSITY ST LOUIS 700 ROSEDALE AVENUE CB 1034 ST LOUIS MO 63112 430653611 501(C)(3) 88000 0 TEACHING FELLOWSHIPS UNIVERSITY OF ILLINOIS AT URBANA CHAMPAIGN 506 S WRIGHT STREET 209 HAB MC 339 URBANA IL 61801 376000511 501(C)(3) 82000 0 TEACHING FELLOWSHIPS UNIVERSITY OF GEORGIA PO BOX 936498 ATLANTA GA 31193 586001998 501(C)(3) 76900 0 TEACHING FELLOWSHIPS MICHIGAN STATE UNIVERSITY 360 ADMINISTRATION BUILDING EAST LANSING MI 48824 386005984 501(C)(3) 76000 0 TEACHING FELLOWSHIPS MIDDLEBURY COLLEGE 152 MAPLE STREET MIDDLEBURY VT 05753 030179298 501(C)(3) 71000 0 TEACHING FELLOWSHIPS UCLA 10920 WILSHIRE BOULEVARD LOS ANGELES CA 90024 956006143 501(C)(3) 69000 0 TEACHING FELLOWSHIPS, TEACHING EXPANSION UNIVERSITY OF TEXAS AT AUSTIN 110 INNER CAMPUS DRIVE STOP K5300 AUSTIN TX 78712 746000203 501(C)(3) 57000 0 TEACHING FELLOWSHIPS UNIVERSITY OF PITTSBURGH 116 ATWOOD STREET SUITE 201 PITTSBURGH PA 15260 250965591 501(C)(3) 56000 0 TEACHING FELLOWSHIPS UNIVERSITY OF KANSAS 1246 W CAMPUS ROAD LAWRENCE KS 66045 481124839 501(C)(3) 51000 0 TEACHING FELLOWSHIPS UNIVERSITY OF FLORIDA PO BOX 14425 GAINESVILLE FL 23604 590974739 501(C)(3) 50000 0 VISITING FACULTY UNIVERSITY OF OKLAHOMA 660 PARRINGTON OVAL ROOM 303 NORMAN OK 73019 736017987 501(C)(3) 45000 0 TEACHING FELLOWSHIPS AMERICAN UNIVERSITY 4400 MASSACHUSETTS AVENUE NW WASHINGTON DC 20016 530196549 501(C)(3) 40000 0 TEACHING EXPANSION UNIVERSITY OF CHICAGO 5801 S ELLIS AVENUE CHICAGO IL 60637 362177139 501(C)(3) 31000 0 VISITING FACULTY TRUSTEES OF THE UNIV OF PENNSYLVANIA 3451 WALNUT ST 5TH FLOOR PHILADELPHIA PA 19104 231352685 501(C)(3) 30000 0 VISITING FACULTY CATHOLIC UNIVERSITY 620 MICHIGAN AVENUE NE WASHINGTON DC 20064 530196583 501(C)(3) 20000 0 ISRAEL STUDIES TEACHING SUPPLEMENT NEW YORK UNIVERSITY 726 BORADWAY 9TH FLOOR NEW YORK NY 10003 135562308 501(C)(3) 10000 0 SPECIAL PROJECTS 24 0 VISITING FACULTY/TEACHING FELLOW/TEACHING SUPPLEMENT 15 361500 FACULTY DEVELOPMENT 16 80000 PART I, LINE 2: ALL OF OUR TEACHING FELLOW, VISITING FACULTY, AND TEACHING EXPANSION GRANTS REQUIRE THE GRANTEE TO REPORT TO US THE STATUS OF THE GRANT IN DECEMBER AND JUNE. IN ADDITION, STAFF DOES A CHECK IN ON THE PROGRESS OF ALL GRANTS IN OCTOBER AND FEBRUARY. THE RELEASE OF THE MID (JANUARY) AND FINAL (JUNE) GRANT-TERM FUNDS IS DEPENDENT ON THE RECEIPT OF SATISFACTORY REPORTS. FOR OUR INTERNATIONAL GRANTS, GRANTEE MUST PROVIDE US WITH A SATISFACTORY STATUS REPORT AFTER THE COURSE IS COMPLETE AND BEFORE THE FUNDS ARE RELEASED. FACULTY DEVELOPMENT GRANTS ARE PAID IN ADVANCE AND THEN REPORTS ARE REQUIRED TWICE A YEAR IN DECEMBER AND JUNE. X 1 1 X X X 0 0 0 0 0 0 0 1 0 ARIEL ROTH EXECUTIVE DIRECTOR 223222 0 15000 0 0 0 12265 0 16800 0 267287 0 0 0 ERIKA FALK CHIEF OPERATING OFFICER 190766 0 15000 0 0 0 10402 0 26207 0 242375 0 0 0 PART I, LINE 1A EXECUTIVE DIRECTOR CAN USE FIRST CLASS FOR OVERSEAS TRAVEL DUE TO HEALTH REASONS FOR LONG DURATION FLIGHTS. PART I, LINE 7 ARIEL ROTH, EXECUTIVE DIRECTOR, AND ERIKA FALK, CHIEF OPERATING OFFICER, RECEIVED BONUS PAYMENTS OF $15,000 AND $15,000 RESPECTIVELY IN CALENDAR YEAR 2022. THE BONUS PAYMENTS WERE PERFORMANCE BASED. FORM 990, PART VI, SECTION A, LINE 2 SENDER COHEN, MARK YUDOF AND LISA EISEN, AS AN EMPLOYEE OF THE SCHUSTERMAN FAMILY FOUNDATION, HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 8B THERE WERE NO COMMITTEE MEETINGS DURING THE YEAR ENDED JUNE 30, 2023. FORM 990, PART VI, SECTION B, LINE 11B THE FEDERAL FORM 990 IS PREPARED BY OUTSIDE ACCOUNTANTS AND REVIEWED BY MANAGEMENT. THE FORM 990 IS THEN CIRCULATED TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, AN INTERESTED PERSON DISCLOSES THE EXISTENCE OF HIS/HER FINANCIAL INTEREST AND ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH BOARD-DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD OR COMMITTEE MEETING, BUT, AFTER THE PRESENTATION, HE/SHE LEAVES THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT THAT RESULTS IN THE CONFLICT OF INTEREST THE CHAIRPERSON OF THE BOARD OR COMMITTEE, IF APPROPRIATE, APPOINTS A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT AFTER EXERCISING DUE DILIGENCE, THE BOARD OR COMMITTEE DETERMINES WHETHER THE CORPORATION CAN OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY ATTAINABLE UNDER CIRCUMSTANCES THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD OR COMMITTEE DETERMINES BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE CORPORATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER THE TRANSACTION IS FAIR AND REASONABLE TO THE CORPORATION AND MAKES ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR WAS DETERMINED AND APPROVED BY THE BOARD. THIS PROCESS WAS DOCUMENTED. THE LAST SECTION REVIEW AND BONUS EVALUATION WAS COMPLETED DURING NOVEMBER OF 2022. STAFF RECEIVES EMAIL APPROVAL FROM THE BOARD PRESIDENT TO MAKE THE CHANGE IN PAYROLL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: REFUND OF UNUSED GRANT 5,566.