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Nonprofiteer
← NORTH AMERICAN VALUES INSTITUTE INC

Form 990 for tax year 2023

Filed by NORTH AMERICAN VALUES INSTITUTE INC.

Totals

Total revenue
$1,143,483
Total expenses
$766,655
Contributions and grants received
$1,143,467
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$16
Total assets, end of year
$684,108
Total liabilities, end of year
$267,465
Net assets or fund balances, end of year
$416,643
Program services expenses (Part IX)
$303,834
Management and general expenses
$364,601
Fundraising expenses
$98,220
Program service expenses (Part III)
$303,834

Program services were 39.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $1,143,467

  • 11a · Other revenue: OTHER

    total $16 · unrelated business $16

  • 11e · Other revenue, total

    $16

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $333,170 · program services $99,951 · management and general $166,585 · fundraising $66,634

  • 10 · Payroll taxes

    total $33,841 · program services $10,152 · management and general $16,921 · fundraising $6,768

  • 11g · Fees: other

    total $164,153 · program services $64,848 · management and general $99,305

  • 12 · Advertising and promotion

    total $57,411 · management and general $40,188 · fundraising $17,223

  • 13 · Office expenses

    total $1,237 · management and general $1,113 · fundraising $124

  • 14 · Information technology

    total $6,707 · program services $2,683 · management and general $4,024

  • 16 · Occupancy

    total $2,915 · program services $729 · management and general $2,186

  • 17 · Travel

    total $32,839 · program services $6,568 · management and general $22,987 · fundraising $3,284

  • 19 · Conferences, conventions and meetings

    total $3,740 · program services $935 · management and general $2,244 · fundraising $561

  • 23 · Insurance

    total $782 · management and general $782

  • 24a · Other expenses: PROGRAMMING EXPENSE

    total $89,401 · program services $89,401

  • 24b · Other expenses: EDUCATION

    total $34,560 · program services $27,648 · management and general $3,456 · fundraising $3,456

  • 24c · Other expenses: MEALS & ENTERTAINMENT

    total $1,957 · program services $587 · management and general $1,370

  • 24d · Other expenses: MISCELLANEOUS

    total $1,702 · program services $170 · management and general $1,362 · fundraising $170

  • 24e · All other expenses

    total $2,240 · program services $162 · management and general $2,078

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $40,010 · end of year $629,166

  • 15 · Other assets

    end of year $54,942

  • 17 · Accounts payable and accrued expenses

    beginning of year $195 · end of year $39,601

  • 19 · Deferred revenue

    end of year $227,864

  • 27 · Net assets without donor restrictions

    beginning of year $40,811 · end of year $416,643

  • 28 · Net assets with donor restrictions

    beginning of year -$996

Mission and programs · 2023

Mission

THE JEWISH INSTITUTE FOR LIBERAL VALUES WILL HELP JEWISH ORGANIZATIONS AND INDIVIDUALS HOLD CONSTRUCTIVE CONVERSATIONS ABOUT CRITICAL SOCIAL JUSTICE AND ENSURE BALANCED APPROACHES.

  • JILV ACTIVELY OPPOSES THE EXTREMIST IDEOLOGY OF CRITICAL SOCIAL JUSTICE BY (1) ORGANIZING CONSTITUENCIES AND LEADING OPEN LETTER WRITING CAMPAIGNS AND OTHER EVENTS TO INFLUENCE DECISION MAKERS. (2) SERVE AS AN EDUCATION RESOURCE FOR THE JEWISH COMMUNITY AND COLLABORATING WITH MAINSTREAM ADVOCACY ORGANIZATIONS, FEDERATIONS AND CAMPUS GROUPS AND (3) CONDUCTING RESEARCH ON ETHNIC STUDIES CURRICULUM AND TEACHER TRAINING, AND ANALYZING RELATED TRENDS.

    Expenses $303,834

As filed on the 2023 return.

Listed in Part VII

  • David Bernstein

    CEO

    Total calculated
    $153,750
    From this org
    $153,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,750
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $153,750

  • Bret Stephens

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Rabbi David Wolpe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Christina Hoff Sommers

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rebecca Roiphe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Pamela Paresky

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Samantha Harris

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jonathan Greenberg

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    10

  • James Kirchick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
12 November 2024
IRS schema version
2023v5.0
Source object
202443179349301919

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