2024-10-23T11:43:24-05:00 2023-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 88 FROEHLICH FARM BLVD 3RD FLOOR WOODBURY NY 11797 990 2023-01-01 131641082 YIVO INSTITUTE FOR JEWISH RESEARCH INC YIVO 2122466080 15 WEST 16TH STREET NEW YORK NY 10011 ROBERT WAGMAN CHIEF FINANICAL OFFICER 2122466080 2024-10-22 1 1 RENUKA SUKDEO-GOBIN P01870141 5163643390 2024-10-22 2023 2024-10-15 13:58:12Z ROBERT WAGMAN 15 WEST 16TH STREET NEW YORK NY 10011 11345267 0 X WWW.YIVOINSTITUTE.ORG X 1940 NY TO STUDY THE HISTORY OF JEWISH LIFE IN EASTERN EUROPE AND RUSSIA IN ALL ITS ASPECTS. 15 15 60 4 0 0 7940577 4510201 606783 699505 388662 763841 20498 4691 8956520 5978238 87206 54389 0 0 3615643 4143436 0 0 941237 2055686 2394082 5758535 6591907 3197985 -613669 29829329 32334838 464170 488505 29365159 31846333 X YIVO'S MISSION IS TO STUDY THE THOUSAND-YEAR HISTORY OF JEWISH LIFE IN EASTERN EUROPE AND RUSSIA IN ALL ITS ASPECTS: LANGUAGE, HISTORY, RELIGION, FOLKWAYS AND MATERIAL CULTURE. YIVO'S ARCHIVE AND LIBRARY PRESERVES A SIGNIFICANT COLLECTION OF MATERIALS ON THIS SUBJECT. YIVO OFFERS CULTURAL EVENTS AND PROGRAMS THROUGHOUT THE YEAR, INCLUDING LECTURES, CONCERTS, FILMS, EXHIBITIONS AND SYMPOSIA. YIVO ALSO OFFERS ADULT EDUCATION AND YIDDISH LANGUAGE PROGRAMS, SCHOLARLY PUBLICATIONS, RESEARCH OPPORTUNITIES AND FELLOWSHIPS. 0 0 1501572 269 127245 LIBRARY & ARCHIVES (COLLECTIONS OF JUDAICA) - THE YIVO LIBRARY HOLDS NUMEROUS BOOKS AND PERIODICALS IN TWELVE LANGUAGES. THIS INCLUDES THE UNIQUE VILNA COLLECTION WITH RABBINICAL WORKS FROM AS EARLY AS THE 16TH CENTURY. THE LIBRARY HOLDINGS ARE PARTICULARLY STRONG IN DOCUMENTATION OF JEWISH HISTORY, CULTURE, AND RELIGION IN EASTERN EUROPE; THE HOLOCAUST PERIOD; THE EXPERIENCE OF IMMIGRATION TO THE UNITED STATES; ANTI-SEMITISM; AND THE CONTINUING INFLUENCE OF ASHKENAZIC JEWISH CULTURE TODAY. 1204974 54120 572260 EDUCATION & RESEARCH (MAX WEINREICH CENTER) - YIVO'S MAX WEINREICH CENTER FOR ADVANCED JEWISH STUDIES, ESTABLISHED IN 1968, IS DEDICATED TO EDUCATION AND TO THE ADVANCEMENT OF RESEARCH IN THE AREA OF JEWISH LIFE AND CULTURE. NAMED AFTER RENOWNED SCHOLAR AND YIVO FOUNDER MAX WEINREICH, THE CENTER WORKS TO MAKE YIVO'S UNIQUE RESOURCES AND ITS SPECIALIZED KNOWLEDGE AVAILABLE TO UNIVERSITIES AND OTHER INSTITUTIONS OF HIGHER LEARNING, TO ENCOURAGE STUDY AND PROMOTE RESEARCH CONCERNING THE LIFE AND CULTURE OF EAST EUROPEAN JEWRY AND RELATED TOPICS, TO MARSHAL THE INTELLECTUAL RESOURCES IN THE FIELD OF SCHOLARSHIP, AND TO ASSIST YOUNG SCHOLARS IN QUALIFYING FOR WORK IN THIS FIELD. 882372 THE BUND ARCHIVES - THE BUND ARCHIVES PROJECT IS A MULTI-YEAR PROJECT TO CONSERVE, PROCESS, AND DIGITIZE THE 3.5 MILLION PAGES OF JEWISH LABOR AND POLITICAL ARCHIVES THAT WERE DONATED TO YIVO BY THE BUND ARCHIVES IN 1992. THESE MATERIALS ARE FROM EASTERN EUROPE AND AMERICA AND COVER MAJOR POLITICAL, LABOR, AND SOCIAL MOVEMENTS IN VARIOUS COUNTRIES. AFTER THE PROJECT IS COMPLETE, THESE MATERIALS WILL BE ACCESSIBLE ONLINE FREE-OF-CHARGE. YIVO ESSENTIALLY BEGAN WORKING ON THIS PROJECT IN 2022. 61108 DIGITAL INITIATIVES - INCLUDES THE FUNCTIONS NECESSARY TO DEVELOP WORK PROCESSES TO ENSURE THE FUNCTIONALITY, FLEXIBILITY, AND SUSTAINABILITY OF ALL YIVO WEB AND SOCIAL MEDIA. PROJECTS INCLUDE FURTHER DEVELOPMENT OF THE ONLINE YIVO ENCYCLOPEDIA AND ONLINE GUIDE TO THE YIVO ARCHIVES AS WELL AS A COMPREHENSIVE REDESIGN OF THE YIVO.ORG WEBSITE. 503917 PUBLICATIONS AND PUBLIC PROGRAMS - SINCE ITS INCEPTION IN 1925, IN PARALLEL WITH ITS RESEARCH, ARCHIVAL, AND BIBLIOGRAPHIC WORK, THE YIVO INSTITUTE HAS CARRIED OUT AN ACTIVE PROGRAM OF SCHOLARLY PUBLICATION. IN YIVO'S BOOKS, JOURNALS, CATALOGS, NEWSLETTERS, AND BROCHURES, EVERY ASPECT OF THE FIELD OF YIDDISH AND EAST EUROPEAN JEWISH HISTORY AND CULTURE, AS WELL AS MANY OTHER FIELDS OF MODERN JEWISH SCHOLARSHIP, HAS BEEN REPRESENTED: LINGUISTICS, CULTURE AND ECONOMIC HISTORY, FOLKLORE AND ANTHROPOLOGY, SOCIAL STUDIES, THEATER HISTORY AND MUSIC, LITERARY HISTORY AND BIBLIOGRAPHY. 405420 ONLINE MUSEUM - THE YIVO BRUCE AND FRANCESCA CERNIA SLOVIN ONLINE MUSEUM PROJECT PROVIDES ACCESS WORLDWIDE TO YIVO'S ARCHIVAL AND LIBRARY COLLECTIONS, WHICH ARE MEANINGFUL AND IMPORTANT ARCHIVAL TREASURES INSTRUMENTAL IN PRESERVING THE HISTORY AND CULTURE OF THE JEWISH PEOPLE. THE MUSEUM CONTAINS EXTENSIVE ORIGINAL DOCUMENTS AND PAGES OF BOOKS THAT HAVE BEENDIGITIZED AS PART OF THE EDWARD BLANK YIVO VILNA COLLECTIONS PROJECT TO CREATE ENGLISH LANGUAGE GALLERIES THAT REFLECT THE SPECTRUM OF JEWISH LIFE IN EASTERN EUROPE AND RUSSIA FROM MUSIC, LITERATURE, AND THEATER TO MERCANTILE GUILDS, MUNICIPAL ORGANIZATIONS, AND RABBINIC COURTS; FROM TRADITIONAL WAYS OF LIFE AND THE EDUCATION OF CHILDREN TO ZIONISM AND REVOLUTION. THE ONLINE MUSEUM SERVES AS A COMPREHENSIVE HISTORICAL AND EDUCATIONAL PLATFORM FOR BOTH JEWS AND NON-JEWS, AND ALSO SERVES AS A KEY RESOURCE FOR EUROPEANS WHO SEEK TO UNDERSTAND THEIR OWN COUNTRIES' MULTICULTURAL HISTORIES. THIS PROJECT BEGAN IN THE YEAR ENDED DECEMBER 31, 2018 WITH THE SUPPORT OF A MAJOR DONOR AND THE ONLINE MUSEUM WAS LAUNCHED AUGUST 202 178780 LEARNING AND MEDIA CENTER 1149225 4738143 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 0 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 88 0 1 60 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 1 0 1 1 1 1 1 1 1 1 0 NY X X X JONATHAN BRENT 2122466080 15 WEST 16TH STREET NEW YORK NY 10011 RUTH LEVINE CHAIRPERSON 1.00 X X 0 0 0 IRENE PLETKA VICE CHAIR 1.00 X X 0 0 0 BRUCE SLOVIN DIRECTOR 1.00 X 0 0 0 DEBORAH VEACH DIRECTOR 1.00 X 0 0 0 EDWARD BLANK DIRECTOR 1.00 X 0 0 0 ERIC RUBIN FROM 0123 DIRECTOR 1.00 X 0 0 0 HARRY WAGNER DIRECTOR 1.00 X 0 0 0 ILYA PRIZEL DIRECTOR 1.00 X 0 0 0 JACOB MOROWITZ DIRECTOR 1.00 X 0 0 0 JON RICHMOND DIRECTOR 1.00 X 0 0 0 LEO MELAMED DIRECTOR 1.00 X 0 0 0 LISA NEW DIRECTOR 1.00 X 0 0 0 MARTIN FLUMENBAUM DIRECTOR 1.00 X 0 0 0 WARREN STERN DIRECTOR 1.00 X 0 0 0 MERYL FRANK DIRECTOR 1.00 X 0 0 0 JONATHAN BRENT EXEC. DIRECTOR 40.00 X 270906 0 37906 MELISSA COHEN DIRECTOR OF DEVELOPMENT 40.00 X 214036 0 21730 ROBERT WAGMAN CHIEF FINANCIAL OFFICER 40.00 X 171647 0 26150 SHELLY FREEMAN CHIEF OF STAFF 40.00 X 154419 0 16606 STEFANIE HALPERIN DIRECTOR OF YIVO ARCHIVES 40.00 X 109033 0 24338 KAROLINA RODRIGUES ZIUKOSKI DIRECTOR OF DIGITAL- CHIEF 40.00 X 106099 0 28010 ALEXANDER WEISER OFFICER 40.00 X 109398 0 5022 1135538 0 159762 7 0 1 0 KISS ME I'M POLISH 18 BRIDGE ST 1A BROOKLYN NY 11201 ONLINE MUSEUM WEB DESIGN 127000 1 148681 4361520 182512 4510201 TUITION, RESEARCH, ETC. 611710 526810 526810 FILMS & PHOTOSTATS 611710 127245 127245 SALE OF BOOKS 459210 45450 45450 699505 465466 465466 4691 4691 5665404 5367029 298375 298375 298375 5978238 704196 0 763841 X 37769 37769 16620 16620 756101 243864 271118 241119 2685958 2337712 180353 167893 63311 52741 9211 1359 389168 339308 26224 23636 248898 176729 49752 22417 1129536 697574 146286 285676 35091 26923 713 7455 235494 80089 91967 63438 38351 34723 3451 177 69627 20354 35380 13893 65358 27860 33031 4467 10362 10362 55518 54294 979 245 38728 17322 21406 FACILITY SERVICES 443145 389967 35452 17726 PRINTING, FILMS AND PHO 142514 55588 5599 81327 LEASE COSTS 115708 115708 BOOKS & COMPUTER EXP. 11852 11700 105 47 2798 1298 1500 6591907 4738143 912527 941237 1873467 1905524 3279021 1395185 1204165 1177599 74903 50326 1137004 1049646 74483 87358 16542651 20963065 13739 13872 36390 6730510 6741909 29829329 32334838 159036 183664 53644 48410 251490 256431 464170 488505 X 17784991 21481618 11580168 10364715 29365159 31846333 29829329 32334838 -613669 3094843 0 X X 0 1 X 1 0 X 4030742 4950207 5174178 7940577 3600469 25696173 175560 281507 485833 621578 699505 2263983 4206302 5231714 5660011 8562155 4299974 27960156 1748452 2354166 2193479 1689679 1791551 9777327 0 1748452 2354166 2193479 1689679 1791551 9777327 18182829 726086 1368972 695384 366250 470157 3626849 726086 1368972 695384 366250 470157 3626849 4932388 6600686 6355395 8928405 4770131 31587005 0.57560 0.61180 0.11480 0.11700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 0 5195048 7000 5202048 5148798 46250 5195048 5115961 32837 5148798 4757398 358563 5115961 4176845 580553 4757398 1.00000 0 0 84809 53518 31291 623410 567343 56067 428785 428785 0 87358 MEMBERSHIP INTEREST IN THE CENTER FOR JEWISH HISTORY, INC. 6500000 SECURITY DEPOSIT 13507 OPERATING LEASE RIGHT-OF-USE ASSET 228402 6741909 ANNUITY PAYMENT LIABILITIES 21451 OPERATING LEASE OBLIGATION 234980 256431 X 9073081 3094843 3094843 5978238 0 5978238 6591907 0 6591907 0 6591907 PART III, LINE 1A: THE ORGANIZATION HAS ADOPTED A POLICY OF NOT CAPITALIZING COLLECTIONS IN ITS FINANCIAL STATEMENTS. ACCORDINGLY, NO COLLECTION ITEMS (SUCH AS BOOKS, ARCHIVAL DOCUMENTS, ARTWORK AND RECORDINGS) ARE RECOGNIZED AS ASSETS, WHETHER THEY ARE PURCHASED OR RECEIVED AS A DONATION. PURCHASES OF COLLECTION ITEMS REDUCE NET ASSETS IN THE PERIOD WHEN PURCHASED. PROCEEDS FROM SALES OR INSURANCE RECOVERIES ARE RECORDED AS INCREASES IN NET ASSETS WHEN RECEIVED. ALTHOUGH THE FINANCIAL STATEMENTS DO NOT DISCLOSE THE CUMULATIVE COST OF COLLECTIONS, EACH OF THE ITEMS IN THE COLLECTION IS PROCESSED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTANCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. PART III, LINE 4: THE YIVO LIBRARY HOLDS NUMEROUS BOOKS AND PERIODICALS IN TWELVE LANGUAGES. THIS INCLUDES THE UNIQUE VILNA COLLECTION WITH RABBINICAL WORKS FROM AS EARLY AS THE 16TH CENTURY. THE LIBRARY HOLDINGS ARE PARTICULARLY STRONG IN DOCUMENTATION OF JEWISH HISTORY, CULTURE, AND RELIGION IN EASTERN EUROPE; THE HOLOCAUST PERIOD; THE EXPERIENCE OF IMMIGRATION TO THE UNITED STATES; ANTI-SEMITISM; AND THE CONTINUING INFLUENCE OF ASHKENAZIC JEWISH CULTURE TODAY. THE YIVO ARCHIVES HOLDS DOCUMENTS, PHOTOGRAPHS, RECORDINGS, POSTERS, FILMS, VIDEOTAPES AND ITEMS OF EPHEMERA. THESE INCLUDE A COLLECTION OF EAST EUROPEAN JEWISH SOUND RECORDINGS; PHOTOGRAPHS; VIDEOS AND FILMS; AND POSTERS DOCUMENTING JEWISH LIFE FROM THE 1900'S TO THE PRESENT. YIVO ALSO HAS THOUSANDS OF HANDWRITTEN EYEWITNESS ACCOUNTS BY HOLOCAUST SURVIVORS AND DISPLACED PERSONS; COMMUNITY RECORDS AND DOCUMENTS FROM THE WARSAW, LODZ AND VILNA GHETTOS; MEMORIAL BOOKS FROM JEWISH COMMUNITIES IN POLAND AND NEIGHBORING COUNTRIES; RECORDS OF EARLY IMMIGRANT RELIEF AND RESCUE ORGANIZATIONS; AUTOBIOGRAPHIES OF HUNDREDS OF AMERICAN JEWISH IMMIGRANTS; THE BUND ARCHIVES AND LIBRARY THAT TRACES THE JEWISH LABOR MOVEMENT FROM ITS INCEPTION IN VILNA IN 1897; AND AN EXTENSIVE YIDDISH MUSIC AND THEATER COLLECTION. PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO SUPPORT GENERAL OPERATIONS, THE LIBRARY AND ARCHIVES, FELLOWSHIPS, LECTURES, AND PUBLICATIONS. PART X, LINE 2: THE ORGANIZATION HAS BEEN NOTIFIED BY THE INTERNAL REVENUE SERVICE THAT IT IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("CODE"). THE ORGANIZATION IS FURTHER CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(3) OF THE CODE. THE ORGANIZATION FOLLOWS THE GUIDANCE OF ACCOUNTING STANDARDS CODIFICATION 740, ACCOUNTING FOR INCOME TAXES, RELATED TO UNCERTAIN INCOME TAXES, WHICH PRESCRIBES A THRESHOLD OF MORE LIKELY THAN NOT FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. ALL SIGNIFICANT TAX POSITIONS HAVE BEEN CONSIDERED BY MANAGEMENT. IT HAS BEEN DETERMINED THAT IS MORE LIKELY THAN NOT THAT ALL TAX POSITIONS WOULD BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 ADVANCED JEWISH STUDY TO ASSIST YOUNG SCHOLARS IN QUALIFYING FOR WORK IN THIS FIELD. 1620 RUSSIA AND NEIGHBORING STATES 0 0 ADVANCED JEWISH STUDY TO ASSIST YOUNG SCHOLARS IN QUALIFYING FOR WORK IN THIS FIELD. 15000 0 0 0 0 0 0 16620 0 16620 LIVING STIPEND FOR SCHOLARSHIP STUDENT GERMANY 2 1620 CHECK PROFESSOR BERNARD CHOSEED MEMORIAL FELLOWHIP UKRAINE 1 12500 CHECK NATALIE AND MENDEL RACOLIN SCHOLARSHIP UKRAINE 1 2500 CHECK 0 0 0 0 0 0 PART I, LINE 3: PART III -GAAP METHOD OF ACCOUNTING PART III, COL (C): SCHEDULE F PART I, LINE 2 THE ORGANIZATION DOES RESEARCH OF THE DONEE BEFORE MAKING CONTRIBUTION AND RESULTS ARE EXAMINED. 1 THE ROSE AND ISIDORE DRENCH MEMORIAL FELLOWSHIP 1 5000 THE VLADIMIR AND PEARL HEIFETZ MEMORIAL FELLOWSHIP 2 4500 HORT FAMILY FUND 2 1500 DINA ABRAMOWICZ EMERGING SCHOLARSHIP 1 1500 ALEKSANDER/ALICJA HERTZ FELLOWSHIP 2 7000 PROFESSOR BERNARD CHOSEED MEMORIAL FELLOWSHIP 1 10000 SAMUEL/FLORA WEISS RESEARCH FELLOWSHIP 2 3000 THE JOSEPH KREMEN MEMORIAL 1 5000 CONTINUING EDUCATION 1 269 PART I, LINE 2: FELLOWSHIP RECIPIENTS ARE REQUIRED TO PERFORM RESEARCH AT YIVO DURING THE AWARD YEAR AND MUST PRESENT THE RESULTS OF THEIR WORK IN A PUBLIC FORUM. X X 0 0 0 0 0 0 0 0 0 JONATHAN BRENT EXEC. DIRECTOR 270906 0 0 0 0 0 10033 0 27873 0 308812 0 0 0 MELISSA COHEN DIRECTOR OF DEVELOPMENT 214036 0 0 0 0 0 8834 0 12896 0 235766 0 0 0 ROBERT WAGMAN CHIEF FINANCIAL OFFICER 171647 0 0 0 0 0 6946 0 19204 0 197797 0 0 0 SHELLY FREEMAN CHIEF OF STAFF 154419 0 0 0 0 0 6260 0 10346 0 171025 0 0 0 X 3 182512 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 10B THE ONE SMALL CHAPTER THAT EXISTS HAS LIMITED ACTIVITY AND IS RUN BY A BOARD MEMBER WHO REGULARLY ATTENDS BOARD MEETINGS AND IS FAMILIAR WITH ALL OF THE ORGANIZATION'S POLICIES AND PROCEDURES. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE TAX RETURN IS PROVIDED TO THE CFO, THE EXECUTIVE DIRECTOR, AND THE AUDIT COMMITTEE FOR REVIEW. THEN IT IS DISCUSSED WITH THE OTHER BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C A NEW CONFLICT OF INTEREST LETTER IS SIGNED BY EACH BOARD MEMBER EVERY YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE EXECUTIVE DIRECTOR WAS DETERMINED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 18 THE AFOREMENTIONED FORMS ARE AVAILABLE ON CHARITY NAVIGATOR, YIVO'S WEBSITE OR UPON REQUEST. FORM 990 IS AVAILABLE ON WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE AFOREMENTIONED DOCUMENTS ARE AVAILABLE ON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 187,378. MANAGEMENT AND GENERAL EXPENSES 131,220. FUNDRAISING EXPENSES 251,741. TOTAL EXPENSES 570,339. CONSULTANTS: PROGRAM SERVICE EXPENSES 459,315. MANAGEMENT AND GENERAL EXPENSES 10,483. FUNDRAISING EXPENSES 13,935. TOTAL EXPENSES 483,733. PERFORMANCE FEES AND HONORIA: PROGRAM SERVICE EXPENSES 50,881. MANAGEMENT AND GENERAL EXPENSES 4,583. FUNDRAISING EXPENSES 20,000. TOTAL EXPENSES 75,464. FORM 990 PART XII, QUESTION 2(C) THE ORGANIZATION'S AUDIT COMMITTEE MEETS REGULARLY AND IS RESPONSIBLE FOR THE OVERSIGHT AND SELECTION OF THE INDEPENDENT AUDITOR. THE CENTER FOR JEWISH HISTORY INC 15 WEST 16TH STREET NEW YORK NY 10011 133863344 REPOSITORY FOR THE INST'S ARCHIVAL DOCUMENTS, BOOKS &, ARTIFACTS NY 7 501(C)3 N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 0