2026-03-03T17:48:26-06:00 2025-06-30 881478669 CBIZ ADVISORS LLC 1899 L STREET NW 850 WASHINGTON DC 20036 990 2024-07-01 460540994 THE ISRAEL INSTITUTE INC ISRA 2022162229 1100 NEW JERSEY AVENUE SE 2115 WASHINGTON DC 20003 ARIEL ROTH EXECUTIVE DIRECTOR 2022162229 2026-03-02 1 1 FRANK SMITH P00639053 2022274000 2026-03-02 2024 2025-03-06 01:10:19Z ARIEL ROTH 1100 NEW JERSEY AVENUE SE 2115 WASHINGTON DC 20003 4135900 0 X WWW.ISRAELINSTITUTE.ORG X 2012 DE SEE PART III, LINE 4A. 5 5 5 6 0 0 3804617 3995878 0 0 166627 135567 0 4455 3971244 4135900 3102117 3212769 0 0 919580 978643 0 0 316281 397917 294946 4419614 4486358 -448370 -350458 3391085 3052953 56236 68421 3334849 2984532 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 3770334 3125669 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. 128526 87100 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. 3898860 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 23 0 1 5 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 DC FL IL MD MA MI NJ NY OK PA RI X ADELE COLE 2022162229 1100 NEW JERSEY AVENUE SE 2115 WASHINGTON DC 20003 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 - UNTIL 11/2024 1.00 X 0 0 0 JEHUDA REINHARZ BOARD MEMBER 1.00 X 0 0 0 ROB ROMANOFF BOARD MEMBER - AS OF 10/2024 1.00 X 0 0 0 MARK YUDOF BOARD MEMBER 1.00 X 0 0 0 ARIEL ROTH EXECUTIVE DIRECTOR 40.00 X 266256 0 32645 ERIKA FALK CHIEF OPERATING OFFICER 40.00 X 217805 0 41734 484061 0 74379 2 0 1 0 0 3995878 3995878 135567 135567 REWARDS 900099 4455 4455 4455 4135900 0 0 140022 2003669 2003669 869500 869500 339600 339600 570606 258961 125240 186405 273999 158965 77599 37435 13808 7949 3881 1978 67039 31719 16045 19275 53191 26301 12804 14086 8593 4249 2068 2276 58621 28985 14111 15525 40181 39882 299 11895 11084 385 426 53627 25841 12574 15212 74384 54039 1973 18372 28795 28795 14981 7408 3606 3967 PROFESSIONAL DEVELOP. 3869 1913 931 1025 4486358 3898860 271217 316281 453078 520947 2756961 2192669 100000 240000 81046 99337 3391085 3052953 56236 68421 56236 68421 X 3234849 2744532 100000 240000 3334849 2984532 3391085 3052953 -350458 141 0 X 0 1 X 1 0 X 138436 680199 2915251 3804617 3995878 11534381 138436 680199 2915251 3804617 3995878 11534381 9818447 1715934 2214 2150 105062 166627 135567 411620 993 993 11946994 0.14360 0.21170 X THE ISRAEL INSTITUTE QUALIFIES AS A PUBLIC CHARITY UNDER THE "FACTS AND CIRCUMSTANCES" TEST OF 1.170A-9(E)(3) OF THE TREASURY REGULATIONS, BASED UPON THE FOLLOWING:1. ITS PUBLIC SUPPORT, AS REPORTED FOR 2024, IS 14.36%, THEREBY MEETING THE REQUIREMENT OF 1.170A-9(E)(3)(I).2. IT IS ORGANIZED AND OPERATED SO AS TO ATTRACT NEW AND ADDITIONAL PUBLIC AND GOVERNMENTAL FUNDING ON A CONTINUOUS BASIS, THEREBY MEETING THE REQUIREMENT OF 1.170A-9(E)(3)(II).3. THE INSTITUTE PUBLIC SUPPORT, AT 14.36%, IS ABOVE THE 10% MINIMUM REQUIRED FOR THE "FACTS AND CIRCUMSTANCES" TEST, THEREBY MEETING THE REQUIREMENT OF 1.170A-9(E)(3)(II).4. IN MEETING THE REQUIREMENT OF 1.170A-9(E)(3)(I), THE ISRAEL INSTITUTE HAS RECEIVED SUPPORT FROM A REPRESENTATIVE NUMBER OF PERSONS, RATHER THAN RECEIVING ALL OR MOST OF ITS SUPPORT FROM THE MEMBERS OF A SINGLE FAMILY, OR FROM A SINGLE DONOR. IN THIS RESPECT, THE ISRAEL INSTITUTE MEETS THE REQUIREMENT OF 1.170A-9(E)(3)(IV).5. THE ISRAEL INSTITUTE THROUGH ITS PROGRAMS AND GOVERNANCE MAKES AVAILABLE ITS MISSION TO THE PUBLIC. ITS PROGRAMS AND INITIATIVES ADVANCE THE RIGOROUS TEACHING AND STUDY OF MODERN ISRAEL. IN THIS MANNER, THE ISRAEL INSTITUTE MEETS THE REQUIREMENT OF 1.170A-9(E)(3)(VI). SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 993. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 4136041 141 141 4135900 0 4135900 4486358 0 4486358 0 4486358 PART X, LINE 2: THE INSTITUTE EVALUATED ITS UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2025, 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. 1 MIDDLE EAST AND NORTH AFRICA 0 1 PROGRAM SERVICES PROGRAM CONSULTING 39882 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES PROGRAM ORIENTATION 28795 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANTMAKING 167000 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING 24000 NORTH AMERICA 0 0 GRANTMAKING 49000 SOUTH AMERICA 0 0 GRANTMAKING 24000 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING 27600 SUB-SAHARAN AFRICA 0 0 GRANTMAKING 12000 SOUTH ASIA 0 0 GRANTMAKING 36000 0 1 0 0 0 1 372277 36000 408277 EUROPE (INCLUDING ICELAND AND GREENLAND) JOINT EAIS AND AIS CONFERENCE 24500 WIRE TRANSFER 0 NORTH AMERICA TF GRANT FOR ODED ORON 49000 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND AND GREENLAND) FOUR COURSES AT THE HERZL CENTER 22500 WIRE TRANSFER 0 SOUTH ASIA CONFERENCE AT JINDA 6000 WIRE TRANSFER 0 SOUTH ASIA INT PROGRAM - COURSE AND WORKSHOP FOR KHINVRAJ JANGID 6000 WIRE TRANSFER 0 5 0 INTERNATIONAL COURSE/SPECIAL PROJECTS EUROPE (INCLUDING ICELAND & GREENLAND) 10 120000 ACH/WIRE INTERNATIONAL COURSE SOUTH AMERICA 2 24000 ACH/WIRE INTERNATIONAL COURSE EAST ASIA & THE PACIFIC 1 24000 WIRE STUDY IN ISRAEL MIDDLE EAST AND NORTH AFRICA 7 22600 ACH/WIRE INTERNATIONAL COURSE SOUTH ASIA 2 24000 ACH/WIRE INTERNATIONAL COURSE SUB-SAHARAN AFRICA 1 12000 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 APT 2 WASHINGTON DC 20001 861902482 501(C)(3) 175000 0 ARTIST RESIDENCIES GEORGE WASHINGTON - ELLIOT SCHOOL OF INTL AFFAIRS 1957 E STREETNW WASHINGTON DC 20052 521551326 501(C)(3) 90000 0 TEACHING FELLOWSHIP UNIVERSITY OF COLORADO BOULDER 914 BROADWAY BOULDER CO 80309 980002915 501(C)(3) 90000 0 TEACHING FELLOWSHIP WASHINGTON UNIVERSITY ST LOUIS 1 BROOKINGS DRIVE ST LOUIS MO 63130 430653611 501(C)(3) 88000 0 TEACHING FELLOWSHIP UNIVERSITY OF VIRGINIA 1827 UNIVERSITY AVENUE CHARLOTTESVILLE VA 229032628 546001796 501(C)(3) 86000 0 TEACHING FELLOWSHIP GEORGE MASON UNIVERSITY 4400 UNIVERSITY DRIVE FAIRFAX VA 220304444 540836354 501(C)(3) 82820 0 TEACHING FELLOWSHIP NEW YORK UNIVERSITY 70 WASHINGTON SQUARE SOUTH NEW YORK NY 10012 135562308 501(C)(3) 80000 0 TEACHING FELLOWSHIP UNIVERSITY OF GEORGIA 405 COLLEGE STATION ROAD ATHENS GA 30602 581353149 501(C)(3) 76900 0 TEACHING FELLOWSHIP UNIVERSITY OF WASHINGTON 1410 NE CAMPUS PARKWAY SEATTLE WA 98195 916001537 501(C)(3) 76875 0 TEACHING FELLOWSHIP QUEENS COLLEGE FOUNDATION 65-30 KISSENA BOULEVARD FLUSHING NY 11367 113117003 501(C)(3) 75000 0 TEACHING FELLOWSHIP MIDDLEBURY COLLEGE 110 CHARLES AVENUE MIDDLEBURY VT 05753 030179298 501(C)(3) 71000 0 TEACHING FELLOWSHIP ARIZONA STATE UNIVERSITY 1151 S FOREST AVENUE TEMPE AZ 85281 860196696 501(C)(3) 70000 0 TEACHING FELLOWSHIP UNIVERSITY OF CALIFORNIA BERKLEY 200 CALIFORNIA HALL BERKELEY CA 94720 943067788 501(C)(3) 70000 0 VISITING FACULTY UNIVERSITY OF HOUSTON 4302 UNIVERSITY DRIVE HOUSTON TX 77204 208194610 501(C)(3) 69185 0 TEACHING FELLOWSHIP MICHIGAN STATE UNIVERSITY 426 AUDITORIUM ROAD EAST LANSING MI 48824 386005984 501(C)(3) 67000 0 TEACHING FELLOWSHIP UC REGENTS (UCLA) 405 HILGARD AVENUE LOS ANGELES CA 900951405 943067788 501(C)(3) 61000 0 TEACHING FELLOWSHIP TULANE UNIVERSITY 6823 SAINT CHARLES AVENUE NEW ORLEANS LA 70118 726034234 501(C)(3) 60000 0 TEACHING FELLOWSHIP UNIVERSITY OF TEXAS - AUSTIN 2515 SPEEDWAY AUSTIN TX 78712 272576059 501(C)(3) 57000 0 TEACHING FELLOWSHIP UNIVERSITY OF MARYLAND 620 W LEXINGTON STREET BALTIMORE MD 21201 002197313 501(C)(3) 56000 0 TEACHING EXPANSION UNIVERSITY OF PITTSBURGH 4200 FIFTH AVENUE PITTSBURGH PA 15213 250965591 501(C)(3) 56000 0 TEACHING FELLOWSHIP UNIVERSITY OF KANSAS 1450JAYHAWK BOULEVARD LAWRENCE KS 66045 480680117 501(C)(3) 55000 0 TEACHING FELLOWSHIP UNIVERSITY OF OKLAHOMA 660 PARRINGTON OVAL NORMAN OK 73019 731377584 501(C)(3) 47700 0 TEACHING FELLOWSHIP NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVENUE BOSTON MA 02115 041679980 501(C)(3) 44425 0 TEACHING FELLOWSHIP BOSTON UNIVERSITY COMMONWEALTH AVENUE BOSTON MA 02215 042103547 501(C)(3) 43344 0 TEACHING FELLOWSHIP FLORIDA ATLANTIC UNIVERSITY 777 GLADES ROAD BOCA RATON FL 334310991 650385507 501(C)(3) 42000 0 TEACHING FELLOWSHIP UNIVERSITY OF CALIFORNIA IRVINE 501 ALDRICH HALL IRVINE CA 92697 844635288 501(C)(3) 38060 0 TEACHING FELLOWSHIP UNIVERSITY OF FLORIDA TIGERT HALL GAINESVILLE FL 32611 596002052 501(C)(3) 35400 0 TEACHING FELLOWSHIP FLORIDA INTERNATIONAL UNIVERSITY 11200 SW 8TH STREET MIAMI FL 33199 591715497 501(C)(3) 35000 0 VISITING FACULTY AMERICAN UNIVERSITY 4400 MASSACHUSETTS AVENUE NW WASHINGTON DC 20016 530196549 501(C)(3) 30000 0 TEACHING EXPANSION UNIVERSITY OF NEW MEXICO 1155 UNIVERSITY BOULEVARD SE ALBUQUERQUE NM 87131 856000642 501(C)(3) 30000 0 TEACHING FELLOWSHIP BINGHAMTON UNIVERSITY FOUNDATION 4400 VESTAL PARKWAY E BINGHAMTON NY 13902 020680515 501(C)(3) 15000 0 LONG-TERM PLACEMENT CATHOLIC UNIVERSITY 620 MICHIGAN AVENUE NE WASHINGTON DC 20064 530196583 501(C)(3) 10000 0 ISRAEL STUDIES TEACHING SUPPLEMENT BRANDEIS UNIVERSITY 415 SOUTH STREET WALTHAM MA 02453 136056400 501(C)(3) 8960 0 TEACHING EXPANSION TOURO UNIVERSITY 3 TIMES SQUARE NEW YORK NY 10036 132676570 501(C)(3) 6000 0 FACULTY DEVELOPMENT 34 0 VISITING FACULTY/TEACHING FELLOW/TEACHING SUPPLEMENT 25 712000 FACULTY DEVELOPMENT 33 157500 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 246256 0 20000 0 0 0 13060 0 19585 0 298901 0 0 0 ERIKA FALK CHIEF OPERATING OFFICER 197805 0 20000 0 0 0 10585 0 31149 0 259539 0 0 0 PART I, LINE 7 ALL BONUS PAYMENTS MADE DURING THE CALENDAR YEAR ENDED DECEMBER 31, 2024, 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.