2025-07-08T08:55:10-05:00 2024-08-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2023-09-01 270546893 TAMID ISRAEL INVESTMENT GROUP LTD TAMI 6163202486 625 KENMOOR AVE SE SUITE 350 45052 GRAND RAPIDS MI 49546 NATHAN GILSON CEO 6163202486 2025-07-08 1 0 RICHARD J LOCASTRO CPA P00288314 3019519090 2023 2025-03-06 01:10:19Z NATHAN GILSON 625 KENMOOR AVE SE SUITE 350 45052 GRAND RAPIDS MI 49546 3526676 0 X WWW.TAMIDGROUP.COM X 2009 MI SEE PART III, LINE 1. 8 8 23 80 0 0 3407206 3219936 251412 217104 10950 48336 1567 22683 3671135 3508059 0 0 0 0 1491349 1432092 0 0 512325 2861714 1854966 4353063 3287058 -681928 221001 2024053 2138612 804550 684182 1219503 1454430 X TAMID GROUP FACILITATES EXPERIENTIAL EDUCATION AND CULTIVATES RELATIONSHIPS TO CREATE A STRONG, LASTING CONNECTION TO ISRAEL FOR EMERGING PROFESSIONALS. 0 0 1033757 208647 FELLOWSHIP: A SUMMER INTERNSHIP AND SIGHTSEEING EXPERIENCE IN ISRAEL FOR TAMID STUDENTS. 583772 1814 CAMPUS: TAMID CHAPTERS OFFER ISRAEL-FOCUSED BUSINESS CLASSES, CONSULTING PROJECTS, AND INVESTMENT RESEARCH PROJECTS FOR COLLEGE STUDENTS. 344218 COMPANY RELATIONS: BUILDING A COMMUNITY OF ISRAELI COMPANIES THAT PROVIDE EXPERIENTIAL LEARNING OPPORTUNITIES TO STUDENTS. 249070 6643 PRO: PROGRAMS FOR POST-COLLEGE TAMID MEMBERS TO LEARN ABOUT ISRAEL AND DEVELOP AS BUSINESS LEADERS. 249070 6643 2210817 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 23 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 1 0 0 0 0 1 0 0 1 0 1 1 1 1 1 1 1 0 0 CA FL IL MD MA MI NJ NY X JONAH HEILMAN 6163202486 625 KENMOOR AVE SE SUITE 350 45052 GRAND RAPIDS MI 49546 MAX HELLER DIRECTOR UNTIL 01/2024, THEN CHAIR 2.00 X X 0 0 0 DIANA TAPPER TREASURER 2.00 X X 0 0 0 EMILY SHARKO SECRETARY 2.00 X X 0 0 0 VICTORIA BENAROYA DIRECTOR UNTIL 01/2024 2.00 X 0 0 0 YASHA BRUDNO DIRECTOR UNTIL 01/2024 2.00 X 0 0 0 MILES KUHN DIRECTOR AS OF 02/2024 2.00 X 0 0 0 JACOB NER-DAVID DIRECTOR 2.00 X 0 0 0 CHARLES RIBAKOFF DIRECTOR AS OF 10/2023 2.00 X 0 0 0 SANDY RUBENSTEIN DIRECTOR UNTIL 01/2024 2.00 X 0 0 0 SHAWNA SLIWOWICZ DIRECTOR AS OF 02/2024 2.00 X 0 0 0 PERRY STEINER DIRECTOR AS OF 01/2024 2.00 X 0 0 0 JONAH HEILMAN CHIEF EXECUTIVE OFFICER 40.00 X 162411 0 19457 NATHAN GILSON COO (ACTING CEO, OCT 2023-FEB 2024) 40.00 X 135567 0 18947 RACHEL PHILIPSON CHIEF DEVELOPMENT OFFICER 40.00 X 135490 0 16707 ALEC DEER SENIOR DIRECTOR OF STRATEGIC GIFTS 40.00 X 101625 0 12530 535093 0 67641 4 0 1 0 TELLAVISTA 22 RAANAN STREET TEL AVIV IS 6609618 PARTICIPANT HOUSING 588440 BIRTHRIGHT ISRAEL NORTH AMERICA INC 711 3RD AVENUE 10TH FLOOR NEW YORK NY 10017 CONTRACTORS/CONSULTING 391773 2 3219936 3219936 PROGRAM FEES 900099 217104 217104 217104 44290 44290 22663 18617 4046 4046 4046 FOREIGN EXCHANGE GAIN 900099 22043 22043 MISCELLANEOUS 900099 640 640 22683 3508059 217104 0 71019 X 358386 94824 193733 69829 860125 466633 64543 328949 16940 7732 2139 7069 112033 61716 19155 31162 84608 41572 15080 27956 3876 3560 316 75855 75855 188 188 1073938 1001645 71927 366 8852 6004 2848 46792 24907 17182 4703 133214 74090 53274 5850 9074 9074 396642 358833 12927 24882 83525 67394 4738 11393 17639 17639 REGISTRATION FEES 3237 41 3196 DONATIONS 1124 722 402 MAINTENANCE 1007 1007 EDUCATIONAL MATERIALS 314 57 229 28 -311 80 -529 138 3287058 2210817 563916 512325 698409 355312 175669 1018749 325748 266020 649111 294498 80529 95568 94587 108465 2024053 2138612 461347 408933 343203 275249 804550 684182 X 1057766 1178281 161737 276149 1219503 1454430 2024053 2138612 221001 13926 0 X 0 1 X 1 0 X 2651047 3048748 4677310 3407206 3219936 17004247 2651047 3048748 4677310 3407206 3219936 17004247 8498080 8506167 1097 1099 2293 10950 44290 59729 14125 -870 7741 1567 22683 45246 17109222 781367 0.49720 0.50950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 REFUNDABLE ADVANCES 250000 CHAPTER FUNDS LIABILITY 25249 275249 3521797 13926 13926 3507871 188 188 3508059 3286870 0 3286870 188 188 3287058 MIDDLE EAST AND NORTH AFRICA 1 10 PROGRAM SERVICES SUMMER FELLOWSHIP PROGRAM & COMPANY RELATIONS DEPARTMENT 1535745 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES PROGRAMS AT NYU-SHANGHAI 1071 SOUTH ASIA 0 0 PROGRAM SERVICES PROGRAMS AT SP JAIN AND FLAME UNIVERSITY 470 NORTH AMERICA 0 0 PROGRAM SERVICES PROGRAMS AT MCGILL UNIVERSITY IN CANADA 439 1 10 0 0 1 10 1537725 0 1537725 0 0 0 0 0 0 X 1 1 X X X 0 0 0 0 0 0 0 1 0 JONAH HEILMAN CHIEF EXECUTIVE OFFICER 162411 0 0 0 0 0 10557 0 8900 0 181868 0 0 0 NATHAN GILSON COO (ACTING CEO, OCT 2023-FEB 2024) 135567 0 0 0 0 0 7071 0 11876 0 154514 0 0 0 RACHEL PHILIPSON CHIEF DEVELOPMENT OFFICER 127990 0 7500 0 0 0 6925 0 9782 0 152197 0 0 0 PART I, LINE 1A ISRAEL-BASED EMPLOYEES ARE ELIGIBLE FOR A $50/MONTH FITNESS STIPEND. USA-BASED EMPLOYEES MAY RECEIVE A $75/MONTH FITNESS STIPEND, WHICH IS ADDED TO THEIR TAXABLE INCOME. ALL INDIVIDUALS LISTED IN PART VII, SECTION A, RECEIVED THIS BENEFIT. PART I, LINE 7 THE DEVELOPMENT TEAM'S BONUSES ARE CONTINGENT ON ACHIEVING CERTAIN GOALS FOR DEVELOPMENT-DRIVEN REVENUE. THESE EMPLOYEES REPORTED IN PART VII, SECTION A, RECEIVED BONUSES RELATED TO ACHIEVEMENT OF DEVELOPMENT DEPARTMENT REVENUES: RACHEL PHILIPSON - $7,500 ALEC DEER - $2,500 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION AMENDED ITS BYLAWS TO REPLACE ITS REQUIRED BOARD COMPOSITION WITH AN ASPIRATIONAL BOARD COMPOSITION: - AT LEAST TWO STUDENT MEMBERS OF TAMID, WHO WILL REMAIN STUDENTS DURING THE ENTIRETY OF THEIR TERMS - AT LEAST ONE ALUMNI MEMBER OF TAMID - ONLY INDEPENDENT DIRECTORS FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION'S COMMITTEES MAKE RECOMMENDATIONS, BUT ARE NOT AUTHORIZED TO MAKE BINDING DECISIONS. NO MINUTES ARE TAKEN FOR COMMITTEE MEETINGS. FORM 990, PART VI, SECTION B, LINE 10B THE ORGANIZATION HAS CHAPTERS ON COLLEGE CAMPUSES WORKING TO FURTHER THE PURPOSES OF THE ORGANIZATION. THERE ARE POLICIES RELATED TO THE CHAPTERS, BUT THERE IS NO SET OF WRITTEN POLICIES OR A CONSTITUTION THAT EACH CHAPTER MUST ADOPT. THERE ARE STUDENT MEMBERS WHO SERVE ON TAMID'S BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY INDEPENDENT ACCOUNTANTS AND REVIEWED BY MANAGEMENT. IT WAS THEN PROVIDED TO THE FULL BOARD BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, EACH CORPORATE OFFICER, THE TOP MANAGEMENT OFFICIAL, THE TOP FINANCIAL OFFICIAL, AND EACH KEY EMPLOYEE OF THE ORGANIZATION ANNUALLY AFFIRMS VIA EMAIL OR SIGNED STATEMENT THAT: THE PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTOOD THE POLICY, AND HAS AGREED TO COMPLY WITH THE POLICY; AND DISCLOSES THE PERSON'S FINANCIAL INTERESTS AND FAMILY RELATIONSHIPS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. EACH COVERED INDIVIDUAL SHALL DISCLOSE TO THE BOARD ALL MATERIAL FACTS REGARDING HIS OR HER INTEREST IN THE TRANSACTION, PROMPTLY UPON LEARNING OF THE PROPOSED TRANSACTION. THE BOARD MAY ASK QUESTIONS OF AND RECEIVE PRESENTATION(S) FROM THE COVERED PERSON(S) AND ANY OTHER INTERESTED PERSON(S), BUT SHALL DELIBERATE AND VOTE ON THE TRANSACTION IN THEIR ABSENCE. THE BOARD SHALL ASCERTAIN THAT ALL MATERIAL FACTS REGARDING THE TRANSACTION AND THE COVERED PERSON'S CONFLICT OF INTEREST HAVE BEEN DISCLOSED TO THE BOARD AND SHALL COMPILE APPROPRIATE DATA, SUCH AS COMPARABILITY STUDIES, TO DETERMINE FAIR MARKET VALUE FOR THE TRANSACTION. AFTER EXERCISING DUE DILIGENCE, WHICH MAY INCLUDE INVESTIGATING ALTERNATIVES THAT PRESENT NO CONFLICT, THE BOARD SHALL DETERMINE WHETHER THE TRANSACTION IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE TO THE ORGANIZATION; THE MAJORITY OF DISINTERESTED MEMBERS OF THE BOARD THEN IN OFFICE MAY APPROVE THE TRANSACTION. IF THE BOARD HAS REASONABLE CAUSE TO BELIEVE THAT A COVERED PERSON HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, INCLUDING THOSE ARISING FROM A TRANSACTION WITH A RELATED INTERESTED PERSON, IT SHALL INFORM SUCH COVERED PERSON OF THE BASIS FOR THIS BELIEF AND AFFORD THE COVERED PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE COVERED PERSON'S RESPONSE AND MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD DETERMINES THAT THE COVERED PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE BOARD SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS SETS THE CEO'S COMPENSATION BASED ON SEVERAL FACTORS, INCLUDING COMPARABILITY DATA. THE DETERMINATION OF COMPENSATION IS DISCUSSED AND DOCUMENTED. THE LAST COMPENSATION REVIEW TOOK PLACE IN MAY 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G STAFF CONTRACTORS: PROGRAM SERVICE EXPENSES 638,015. MANAGEMENT AND GENERAL EXPENSES 34,779. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 672,794. CONSULTANTS: PROGRAM SERVICE EXPENSES 361,169. MANAGEMENT AND GENERAL EXPENSES 36,837. FUNDRAISING EXPENSES 366. TOTAL EXPENSES 398,372. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 2,461. MANAGEMENT AND GENERAL EXPENSES 311. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,772.