Form 990 for tax year 2022
Filed by NORTH AMERICAN VALUES INSTITUTE INC.
This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.
What the amendment changed
Compared with the latest return for 2022 , filed 26 October 2023. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Program services expenses
- $103,100 changed to $185,096
- Management and general expenses
- $268,950 changed to $143,042
- Fundraising expenses
- $0 changed to $43,912
- Program service expenses (Part III)
- $103,100 changed to $185,096
Listed only on the later return
- Rebecca Roiphe
Listed under a different title
- Dr Christina Hoff Sommers: Trustee then Director
- Dr Misha Galperin: Trustee then Director
- Dr Pamela Paresky: Trustee then Director
- James Kirchick: Trustee then Director
- Rabbi David Wolpe: Officer then Director
- Samantha Harris: Trustee then Director
Totals
- Total revenue
- $412,548
- Total expenses
- $372,050
- Contributions and grants received
- $412,548
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $40,010
- Total liabilities, end of year
- $195
- Net assets or fund balances, end of year
- $39,815
- Program services expenses (Part IX)
- $103,100
- Management and general expenses
- $268,950
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $103,100
Program services were 27.7% 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.
-
1e · Government grants (contributions)
$412,548
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $213,121 · management and general $213,121
-
10 · Payroll taxes
total $15,470 · management and general $15,470
-
11b · Fees: legal
total $1,870 · management and general $1,870
-
11c · Fees: accounting
total $2,158 · management and general $2,158
-
11g · Fees: other
total $52,500 · program services $52,500
-
12 · Advertising and promotion
total $7,730 · management and general $7,730
-
13 · Office expenses
total $5,137 · management and general $5,137
-
14 · Information technology
total $693 · management and general $693
-
17 · Travel
total $20,741 · management and general $20,741
-
19 · Conferences, conventions and meetings
total $1,500 · program services $1,500
-
23 · Insurance
total $819 · management and general $819
-
24a · Other expenses: Program services
total $49,100 · program services $49,100
-
24b · Other expenses: Meals and entertainment
total $1,148 · management and general $1,148
-
24e · All other expenses
total $63 · management and general $63
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $313 · end of year $40,010
-
17 · Accounts payable and accrued expenses
end of year $195
-
27 · Net assets without donor restrictions
beginning of year $1,309 · end of year $40,811
-
28 · Net assets with donor restrictions
beginning of year -$996 · end of year -$996
Mission and programs · 2022
Mission
The Jewish Institute for Liberal Values will help Jewish organizations and individuals hold constructive conversations about Critical Social Justice and ensure balanced approaches.
-
The Jewish Institute for Liberal Values will help Jewish organizations and individuals hold constructive conversations about Critical Social Justice and ensure balanced approaches.
Expenses $103,100
As filed on the 2022 return.
Listed in Part VII
-
Daniel Newman
Chief Operating Officer
- Total calculated
- $56,000
- From this org
- $56,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0
-
Dr Christina Hoff Sommers
Trustee
- Total calculated
- $0
- Hours/week
- 0
-
Bret Stephens
Trustee
- Total calculated
- $0
- Hours/week
- 0
-
Dr Pamela Paresky
Trustee
- Total calculated
- $0
- Hours/week
- 0
-
Samantha Harris
Trustee
- Total calculated
- $0
- Hours/week
- 0
-
Dr Misha Galperin
Trustee
- Total calculated
- $0
- Hours/week
- 0
-
James Kirchick
Trustee
- Total calculated
- $0
- Hours/week
- 0
-
Jonathan Greenberg
Board chair
- Total calculated
- $0
- Hours/week
- 10
-
Rabbi David Wolpe
Officer
- Total calculated
- $0
- Hours/week
- 0
-
Dr Brandy Shufutinsky
Dir Education Community Engag
- Total calculated
- $0
- Hours/week
- 0
-
David Bernstein
Chief Executive Officer
- Total calculated
- $0
- Hours/week
- 0
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 1 August 2023
- IRS schema version
- 2022v5.0
- Source object
- 202342139349301444
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