2025-03-06T15:22:26-06:00 2024-06-30 881478669 CBIZ ADVISORS LLC 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2023-07-01 460540994 THE ISRAEL INSTITUTE INC ISRA 2022162229 1100 NEW JERSEY AVENUE SE 2115 WASHINGTON DC 20003 ARIEL ROTH EXECUTIVE DIRECTOR 2022162229 2025-03-03 1 0 FRANK H SMITH P00639053 2022274000 2025-03-03 2023 2025-03-06 01:10:19Z ARIEL ROTH 1100 NEW JERSEY AVENUE SE 2115 WASHINGTON DC 20003 3971244 0 X WWW.ISRAELINSTITUTE.ORG X 2012 DE SEE PART III, LINE 4A. 5 5 7 5 0 0 2915251 3804617 0 0 105062 166627 0 0 3020313 3971244 2426647 3102117 0 0 861782 919580 0 0 343188 358888 397917 3647317 4419614 -627004 -448370 3816255 3391085 37601 56236 3778654 3334849 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 3637491 3012976 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. 143894 89141 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. 3781385 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 12 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 1 0 0 0 0 0 0 1 1 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 259931 0 30042 ERIKA FALK CHIEF OPERATING OFFICER 40.00 X 206659 0 36888 NOA LEVANON KLEIN ASSOCIATE DIRECTOR, GRANTS MANAGEMENT 40.00 X 101773 0 25798 STEVEN DAVIDOFF SOLOMON CHAIR 2.00 X X 0 0 0 LISA EISEN TREASURER 1.00 X X 0 0 0 SENDER COHEN 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 568363 0 92728 3 0 1 0 0 3804617 3804617 166627 166627 3971244 0 0 166627 1887744 1887744 843732 843732 370641 370641 563045 254736 123311 184998 237500 125075 77196 35229 10384 5505 3443 1436 60651 26428 15783 18440 48000 22676 12101 13223 2614 1235 659 720 61374 28994 15473 16907 57005 47443 9562 9383 7223 268 1892 66401 30726 16205 19470 67253 31771 16956 18526 82859 63917 5289 13653 17713 17713 15010 7091 3784 4135 BOARD ADVISORY FEES 12000 5669 3025 3306 PROFESSIONAL DEVELOP. 6305 3066 1548 1691 4419614 3781385 295041 343188 281882 453078 3476425 2756961 0 100000 57948 81046 3816255 3391085 37601 56236 37601 56236 X 3778654 3234849 0 100000 3778654 3334849 3816255 3391085 X -448370 -19 4584 X 0 1 X 1 0 X 1416278 138436 680199 2915251 3804617 8954781 1416278 138436 680199 2915251 3804617 8954781 6994119 1960662 27627 2214 2150 105062 166627 303680 993 993 9259454 0.21170 0.36680 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 993. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 3971225 -19 -19 3971244 0 3971244 4415030 -4584 -4584 4419614 0 4419614 PART X, LINE 2: THE INSTITUTE EVALUATED ITS UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2024, 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 -4,584. 1 MIDDLE EAST AND NORTH AFRICA 0 1 PROGRAM SERVICES PROGRAM CONSULTING 47444 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES FACULTY ORIENTATION 17713 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 182641 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING 65000 NORTH AMERICA 0 0 GRANTMAKING 57000 SOUTH AMERICA 0 0 GRANTMAKING 36000 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING 30000 0 1 0 0 0 1 435798 0 435798 NORTH AMERICA TEACHING FELLOWSHIP GRANT 47000 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC INTERNATIONAL COURSES 31000 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND AND GREENLAND) CONFERENCE IN INDIA 22500 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND AND GREENLAND) CONFERENCE EXPENSES 16500 WIRE TRANSFER 0 4 0 INTERNATIONAL COURSE/SPECIAL PROJECTS EUROPE (INCLUDING ICELAND & GREENLAND) 13 143641 ACH/WIRE INTERNATIONAL COURSE SOUTH AMERICA 3 36000 ACH/WIRE INTERNATIONAL COURSE EAST ASIA & THE PACIFIC 3 34000 ACH/WIRE STUDY IN ISRAEL/SPECIAL PROJECTS MIDDLE EAST AND NORTH AFRICA 5 25000 ACH/WIRE FACULTY DEVELOPMENT NORTH AMERICA 1 10000 ACH/WIRE 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 HALF IN ADVANCE AND HALF WHEN THE COURSE LAUNCHES, WITH REPORTS DUE 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) 340000 0 VISITING ARTIST GEORGE WASHINGTON UNIVERSITY 2121 I STREET NW WASHINGTON DC 20052 530196584 501(C)(3) 90000 0 TEACHING FELLOWSHIP UNIVERSITY OF CALIFORNIA IRVINE BIOLOGICAL SCIENCES III SUITE 1400 IRVINE CA 92697 952226406 501(C)(3) 90000 0 TEACHING FELLOWSHIP UNIVERSITY OF VIRGINIA 1001 N EMMET STREET CHARLOTTESVILLE VA 22903 546001796 501(C)(3) 90000 0 TEACHING FELLOWSHIP UNIVERSITY OF COLORADO-BOULDER 1800 GRANT STREET SUITE 600 DENVER CO 80203 846000555 501(C)(3) 89400 0 TEACHING FELLOWSHIP WASHINGTON UNIVERSITY ST LOUIS 700 ROSEDALE AVENUE CB 1034 ST LOUIS MO 63112 430653611 501(C)(3) 88000 0 TEACHING FELLOWSHIP UC REGENTS (UCLA) 10920 WILSHIRE BOULEVARD LOS ANGELES CA 90024 956006143 501(C)(3) 77000 0 TEACHING FELLOWSHIP AND TEACHING EXPANSION UNIVERSITY OF GEORGIA PO BOX 936498 ATLANTA GA 31193 586001998 501(C)(3) 76900 0 TEACHING FELLOWSHIP MIDDLEBURY COLLEGE 152 MAPLE STREET MIDDLEBURY VT 05753 030179298 501(C)(3) 71000 0 TEACHING FELLOWSHIP UNIVERSITY OF CALIFORNIA BERKELEY 2195 HEARST AVENUE ROOM 159 BERKELEY CA 94720 946002123 501(C)(3) 70000 0 VISITING FACULTY UNIVERSITY OF MICHIGAN 500 S STATE STREET ANN ARBOR MI 48109 386006309 501(C)(3) 70000 0 VISITING FACULTY UNIVERSITY OF HOUSTON 4302 UNIVERSITY DRIVE HOUSTON TX 77004 746001399 501(C)(3) 69185 0 TEACHING FELLOWSHIP MICHIGAN STATE UNIVERSITY 360 ADMINISTRATION BUILDING EAST LANSING MI 48824 386005984 501(C)(3) 66000 0 TEACHING FELLOWSHIP TULANE UNIVERISTY 6823 ST CHARLES AVENUE NEW ORLEANS LA 70118 720423889 501(C)(3) 60000 0 TEACHING FELLOWSHIP UNIVERSITY OF TEXAS AT AUSTIN 110 INNER CAMPUS DRIVE STOP K5300 AUSTIN TX 78712 746000203 501(C)(3) 57000 0 TEACHING FELLOWSHIP UNIVERSITY OF PITTSBURGH 116 ATWOOD STREET SUITE 201 PITTSBURGH PA 15260 250965591 501(C)(3) 56000 0 TEACHING FELLOWSHIP UNIVERSITY OF KANSAS 1246 W CAMPUS ROAD LAWRENCE KS 66045 481124839 501(C)(3) 55000 0 TEACHING FELLOWSHIP UNIVERSITY OF MARYLAND ROUTE 1 COLLEGE PARK MD 20742 526002033 501(C)(3) 52000 0 TEACHING EXPANSION AND TEACHING FELLOWSHIP UNIVERSITY OF OKLAHOMA 660 PARRINGTON OVAL ROOM 303 NORMAN OK 73019 736017987 501(C)(3) 45000 0 TEACHING FELLOWSHIP NORTHEASTERN UNIVERSITY 360 HUNNINGTON AVENUE BOSTON MA 02115 041679980 501(C)(3) 44425 0 TEACHING FELLOWSHIP BOSTON UNIVERSITY 881 COMMONWEALTH AVENUE BOSTON MA 02215 042103547 501(C)(3) 43344 0 TEACHING FELLOWSHIP FLORIDA ATLANTIC UNIVERSITY 777 GLADES RD PO BOX 3091 CONTROLLERS OFFICE BOCA RATON FL 33431 650385507 501(C)(3) 42000 0 TEACHING FELLOWSHIP AMERICAN UNIVERSITY 4400 MASSACHUSETTS AVENUE NW WASHINGTON DC 20016 530196549 501(C)(3) 40000 0 TEACHING EXPANSION UNIVERSITY OF NEW MEXICO 1155 UNIVERSITY BOULEVARD SE ALBUQUERQUE NM 87106 856000642 501(C)(3) 30000 0 TEACHING FELLOWSHIP CATHOLIC UNIVERSITY 620 MICHIGAN AVENUE NE WASHINGTON DC 20064 530196583 501(C)(3) 20000 0 ISRAEL STUDIES TEACHING SUPPLEMENT RUTGERS UNIVERSITY 65 DAVIDSON ROAD PISCATAWAY NJ 08854 226001086 501(C)(3) 16768 0 VISITING FACULTY NEW YORK UNIVERSITY 726 BORADWAY 9TH FLOOR NEW YORK NY 10003 135562308 501(C)(3) 10000 0 ISRAEL STUDIES TEACHING SUPPLEMENT BRANDEIS UNIVERSITY 415 SOUTH STREET WALTHAM MA 02453 042103552 501(C)(3) 8722 0 TEACHING EXPANSION 32 0 VISITING FACULTY/TEACHING FELLOW/TEACHING SUPPLEMENT 14 740232 FACULTY DEVELOPMENT 25 103500 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 HALF IN ADVANCE AND HALF WHEN THE COURSE LAUNCHES, WITH REPORTS DUE IN DECEMBER AND JUNE. 1 X X X 0 0 0 0 0 0 0 1 0 ARIEL ROTH EXECUTIVE DIRECTOR 244931 0 15000 0 0 0 12789 0 17253 0 289973 0 0 0 ERIKA FALK CHIEF OPERATING OFFICER 196659 0 10000 0 0 0 9980 0 26908 0 243547 0 0 0 PART I, LINE 7 ALL BONUS PAYMENTS MADE DURING THE CALENDAR YEAR ENDED DECEMBER 31, 2023, WERE NON-FIXED, DISCRETIONARY PAYMENTS. 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 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 APRIL OF 2024. 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 4,584.