Nonprofit · EIN 87-3619728
NORTH AMERICAN VALUES INSTITUTE INC
Tax-exempt · COLUMBUS, OH 43209
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,041,130 | $1,831,600 | $209,530 | $795,614 | $169,441 | $626,173 |
| December 31, 2023 | 990 | $1,143,483 | $766,655 | $376,828 | $684,108 | $267,465 | $416,643 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,040,886
- of which government grants
- $900,000
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $244
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $620,205
- Salaries, compensation and benefits (total)
- $761,988
- Professional fundraising fees
- $0
- Occupancy
- $3,050
- Travel
- $79,862
- Program services (functional)
- $1,274,249
- Management and general (functional)
- $245,525
- Fundraising (functional)
- $311,826
Balance sheet and other
- Total assets, start of year
- $684,108
- Total assets, end of year
- $795,614
- Total liabilities, end of year
- $169,441
- Net assets, end of year
- $626,173
- Net assets without donor restrictions
- $613,591
- Net assets with donor restrictions
- $12,582
- Gross unrelated business income
- $244
- Gross receipts
- $2,041,130
- Employees
- 9
- Year formed
- 2021
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID BERNSTEIN | CEO Trustee or director, Officer | 40 | $168,000 | $17,188 |
| DR BRANDY SHUFUTINSKY | EX-OFFICIO Trustee or director, Officer | 40 | $0 | $0 |
| BRET STEPHENS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RABBI DAVID WOLPE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR CHRISTINA HOFF SOMMERS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| REBECCA ROIPHE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR PAMELA PARESKY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SAMANTHA HARRIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JONATHAN GREENBERG | BOARD CHAIR Trustee or director, Officer | 10 | $0 | $0 |
| JAMES KIRCHICK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MISHA GALPERIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID BERNSTEIN | CEO Trustee or director, Officer | 40 | $153,750 |
| BRET STEPHENS | TRUSTEE Trustee or director | 1 | $0 |
| RABBI DAVID WOLPE | DIRECTOR Trustee or director | 1 | $0 |
| DR CHRISTINA HOFF SOMMERS | DIRECTOR Trustee or director | 1 | $0 |
| REBECCA ROIPHE | DIRECTOR Trustee or director | 1 | $0 |
| DR PAMELA PARESKY | DIRECTOR Trustee or director | 1 | $0 |
| SAMANTHA HARRIS | DIRECTOR Trustee or director | 1 | $0 |
| JONATHAN GREENBERG | BOARD CHAIR Trustee or director, Officer | 10 | $0 |
| JAMES KIRCHICK | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 9406, COLUMBUS, OH 43209-0406
- In care of
- % DAVID L BERNSTEIN
- Principal officer (990 for 2024)
- DAVID BERNSTEIN, PO BOX 9406, COLUMBUS, OH 43209
- Signed the 990
- DANIEL NEWMAN, COO
- Phone
- (614) 256-6989
- Website
- WWW.JILV.ORG
- Return prepared by
- HOLBROOK & MANTER INC
Mission
THE JEWISH INSTITUTE FOR LIBERAL VALUES WILL HELP JEWISH ORGANIZATIONS AND INDIVIDUALS HOLD CONSTRUCTIVE CONVERSATIONS ABOUT CRITICAL SOCIAL JUSTICE AND ENSURE BALANCED APPROACHES.
Program accomplishments
- 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 $1,274,249
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 87-3619728
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2022
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Religion-related (X30)
- Assets (IRS master file)
- $795,614
- Income (IRS master file)
- $2,041,130
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,041,130 | $1,831,600 | $795,614 | XML |
| 990 | December 2023 | $1,143,483 | $766,655 | $684,108 | XML |
| 990 | December 2022 | $412,548 | $372,050 | $40,010 | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 87-3619728).
Questions about NORTH AMERICAN VALUES INSTITUTE INC
- What is the EIN of NORTH AMERICAN VALUES INSTITUTE INC?
- The employer identification number (EIN) of NORTH AMERICAN VALUES INSTITUTE INC is 87-3619728.
- Is NORTH AMERICAN VALUES INSTITUTE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to NORTH AMERICAN VALUES INSTITUTE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NORTH AMERICAN VALUES INSTITUTE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NORTH AMERICAN VALUES INSTITUTE INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NORTH AMERICAN VALUES INSTITUTE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of NORTH AMERICAN VALUES INSTITUTE INC?
- The 990 for the year ended December 31, 2024 names DAVID BERNSTEIN.
- Who are the officers and directors of NORTH AMERICAN VALUES INSTITUTE INC?
- The 990 for the year ended December 31, 2024 lists 11 people; 1 received compensation from the organization, the highest $168,000 (DAVID BERNSTEIN, CEO).
- How much revenue does NORTH AMERICAN VALUES INSTITUTE INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,041,130, expenses of $1,831,600 and total assets of $795,614 at year end.
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