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Nonprofiteer
← YIVO INSTITUTE FOR JEWISH RESEARCH INC

Form 990 for tax year 2023

Filed by YIVO INSTITUTE FOR JEWISH RESEARCH INC.

Totals

Total revenue
$5,978,238
Total expenses
$6,591,907
Contributions and grants received
$4,510,201
Grants paid
$54,389
Program service revenue
$699,505
Investment income
$763,841
Other revenue
$4,691
Total assets, end of year
$32,334,838
Total liabilities, end of year
$488,505
Net assets or fund balances, end of year
$31,846,333
Program services expenses (Part IX)
$4,738,143
Management and general expenses
$912,527
Fundraising expenses
$941,237
Program service expenses (Part III)
$4,738,143

Program services were 71.9% 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)

    $148,681

  • 1f · All other contributions, gifts and grants

    $4,361,520

  • 1g · Noncash contributions included above

    $182,512

  • 2a · Program service revenue: TUITION, RESEARCH, ETC.

    total $526,810 · related or exempt $526,810

  • 2b · Program service revenue: FILMS & PHOTOSTATS

    total $127,245 · related or exempt $127,245

  • 2c · Program service revenue: SALE OF BOOKS

    total $45,450 · related or exempt $45,450

  • 3 · Investment income

    total $465,466 · excluded $465,466

  • 5 · Royalties

    total $4,691 · related or exempt $4,691

  • 7a · Gross sales of assets other than inventory

    securities $5,665,404

  • 7b · Less cost or other basis and sales expenses

    securities $5,367,029

  • 7c · Gain or loss

    securities $298,375

  • 7d · Net gain or loss

    total $298,375 · excluded $298,375

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $37,769 · program services $37,769

  • 3 · Grants to foreign organizations and individuals

    total $16,620 · program services $16,620

  • 5 · Compensation of officers, directors and key employees

    total $756,101 · program services $243,864 · management and general $271,118 · fundraising $241,119

  • 7 · Other salaries and wages

    total $2,685,958 · program services $2,337,712 · management and general $180,353 · fundraising $167,893

  • 8 · Pension plan contributions

    total $63,311 · program services $52,741 · management and general $9,211 · fundraising $1,359

  • 9 · Other employee benefits

    total $389,168 · program services $339,308 · management and general $26,224 · fundraising $23,636

  • 10 · Payroll taxes

    total $248,898 · program services $176,729 · management and general $49,752 · fundraising $22,417

  • 11g · Fees: other

    total $1,129,536 · program services $697,574 · management and general $146,286 · fundraising $285,676

  • 12 · Advertising and promotion

    total $35,091 · program services $26,923 · management and general $713 · fundraising $7,455

  • 13 · Office expenses

    total $235,494 · program services $80,089 · management and general $91,967 · fundraising $63,438

  • 14 · Information technology

    total $38,351 · program services $34,723 · management and general $3,451 · fundraising $177

  • 17 · Travel

    total $69,627 · program services $20,354 · management and general $35,380 · fundraising $13,893

  • 19 · Conferences, conventions and meetings

    total $65,358 · program services $27,860 · management and general $33,031 · fundraising $4,467

  • 20 · Interest

    total $10,362 · fundraising $10,362

  • 22 · Depreciation, depletion and amortization

    total $55,518 · program services $54,294 · management and general $979 · fundraising $245

  • 23 · Insurance

    total $38,728 · program services $17,322 · management and general $21,406

  • 24a · Other expenses: FACILITY SERVICES

    total $443,145 · program services $389,967 · management and general $35,452 · fundraising $17,726

  • 24b · Other expenses: PRINTING, FILMS AND PHO

    total $142,514 · program services $55,588 · management and general $5,599 · fundraising $81,327

  • 24c · Other expenses: LEASE COSTS

    total $115,708 · program services $115,708

  • 24d · Other expenses: BOOKS & COMPUTER EXP.

    total $11,852 · program services $11,700 · management and general $105 · fundraising $47

  • 24e · All other expenses

    total $2,798 · program services $1,298 · management and general $1,500

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,873,467 · end of year $1,905,524

  • 3 · Pledges and grants receivable

    beginning of year $3,279,021 · end of year $1,395,185

  • 4 · Accounts receivable

    beginning of year $1,204,165 · end of year $1,177,599

  • 9 · Prepaid expenses and deferred charges

    beginning of year $74,903 · end of year $50,326

  • 10a · Land, buildings and equipment: cost or other basis

    $1,137,004

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,049,646

  • 10c · Land, buildings and equipment, net

    beginning of year $74,483 · end of year $87,358

  • 11 · Investments: publicly traded securities

    beginning of year $16,542,651 · end of year $20,963,065

  • 12 · Investments: other securities

    beginning of year $13,739 · end of year $13,872

  • 14 · Intangible assets

    beginning of year $36,390

  • 15 · Other assets

    beginning of year $6,730,510 · end of year $6,741,909

  • 17 · Accounts payable and accrued expenses

    beginning of year $159,036 · end of year $183,664

  • 19 · Deferred revenue

    beginning of year $53,644 · end of year $48,410

  • 25 · Other liabilities

    beginning of year $251,490 · end of year $256,431

  • 27 · Net assets without donor restrictions

    beginning of year $17,784,991 · end of year $21,481,618

  • 28 · Net assets with donor restrictions

    beginning of year $11,580,168 · end of year $10,364,715

Mission and programs · 2023

Mission

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.

Activities or mission (Part I)

TO STUDY THE HISTORY OF JEWISH LIFE IN EASTERN EUROPE AND RUSSIA IN ALL ITS ASPECTS.

  • 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.

    Expenses $1,501,572 · Grants $269 · Revenue $127,245

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $1,204,974 · Grants $54,120 · Revenue $572,260

  • 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.

    Expenses $882,372

  • 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.

    Expenses $61,108

  • 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.

    Expenses $503,917

  • 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

    Expenses $405,420

  • LEARNING AND MEDIA CENTER

    Expenses $178,780

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • RUTH LEVINE

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • IRENE PLETKA

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • BRUCE SLOVIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DEBORAH VEACH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • EDWARD BLANK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ERIC RUBIN FROM 0123

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HARRY WAGNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ILYA PRIZEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JACOB MOROWITZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JON RICHMOND

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LEO MELAMED

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LISA NEW

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARTIN FLUMENBAUM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • WARREN STERN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MERYL FRANK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JONATHAN BRENT

    EXEC. DIRECTOR

    Total calculated
    $308,812
    From this org
    $270,906
    From related orgs
    $0
    Other
    $37,906
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $270,906
    Bonus
    $0
    Other
    $0
    Deferred
    $10,033
    Nontaxable benefits
    $27,873
    Filer's total
    $308,812

  • MELISSA COHEN

    DIRECTOR OF DEVELOPMENT

    Total calculated
    $235,766
    From this org
    $214,036
    From related orgs
    $0
    Other
    $21,730
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $214,036
    Bonus
    $0
    Other
    $0
    Deferred
    $8,834
    Nontaxable benefits
    $12,896
    Filer's total
    $235,766

  • ROBERT WAGMAN

    CHIEF FINANCIAL OFFICER

    Total calculated
    $197,797
    From this org
    $171,647
    From related orgs
    $0
    Other
    $26,150
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,647
    Bonus
    $0
    Other
    $0
    Deferred
    $6,946
    Nontaxable benefits
    $19,204
    Filer's total
    $197,797

  • SHELLY FREEMAN

    CHIEF OF STAFF

    Total calculated
    $171,025
    From this org
    $154,419
    From related orgs
    $0
    Other
    $16,606
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $154,419
    Bonus
    $0
    Other
    $0
    Deferred
    $6,260
    Nontaxable benefits
    $10,346
    Filer's total
    $171,025

  • STEFANIE HALPERIN

    DIRECTOR OF YIVO ARCHIVES

    Total calculated
    $133,371
    From this org
    $109,033
    From related orgs
    $0
    Other
    $24,338
    Hours/week
    40

  • KAROLINA RODRIGUES ZIUKOSKI

    DIRECTOR OF DIGITAL- CHIEF

    Total calculated
    $134,109
    From this org
    $106,099
    From related orgs
    $0
    Other
    $28,010
    Hours/week
    40

  • ALEXANDER WEISER

    OFFICER

    Total calculated
    $114,420
    From this org
    $109,398
    From related orgs
    $0
    Other
    $5,022
    Hours/week
    40

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

  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
22 October 2024
IRS schema version
2023v5.1
Source object
202422979349301652

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