2022-11-15T16:42:37-06:00 2021-12-31 271728945 PKF O'CONNOR DAVIES LLP 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990 2021-01-01 133106768 AMERICAN SOCIETY FOR YAD VASHEM INC AMER 2122204304 500 FIFTH AVENUE 42ND FLOOR NEW YORK NY 10110 BARRY LEVINE TREASURER 2122204304 2022-11-15 1 BARRY LEVINE XXX-XX-XXXX EVA MRUK P00543254 2122862600 2022-11-14 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z BARRY LEVINE 500 FIFTH AVENUE 42ND FLOOR NEW YORK NY 10110 80439083 0 X WWW.YADVASHEMUSA.ORG X 1981 NY THE PURPOSES OF AMERICAN SOCIETY FOR YAD VASHEM, INC. INCLUDE CONDUCTING RESEARCH, PUBLISHING AND DISTRIBUTING BOOKS, AND OTHERWISE EDUCATING THE PUBLIC ABOUT THE EVENTS OF THE HOLOCAUST, AND ENGAGING IN OTHER ACTIVITIES SERVING AS A MEMORIAL TO THE VICTIMS OF THE HOLOCAUST. IN FURTHERANCE OF THESE PURPOSES, THE AMERICAN SOCIETY FOR YAD VASHEM MAY DISTRIBUTE FUNDS TO SUPPORT PROGRAMS AND PROJECTS OF OTHER ORGANIZATIONS, AGENCIES, AND INSTITUTIONS THAT ENGAGE IN HOLOCAUST EDUCATION AND REMEMBRANCE ACTIVITIES, INCLUDING BUT NOT LIMITED TO YAD VASHEM. 43 43 19 43 0 0 26594237 18245882 0 0 1845630 21811730 -116376 -301094 28323491 39756518 14725204 16495364 0 0 2181762 2344232 543652 647829 2088540 1727457 1314787 19178075 20802212 9145416 18954306 98376124 98978221 455241 453682 97920883 98524539 X ASYV ADVANCES HOLOCAUST EDUCATION, RESEARCH, DOCUMENTATION AND COMMEMORATION BY OFFERING PROGRAMMING DESIGNED TO HOLOCAUST REMEMBRANCE CENTER, ENTRUSTED WITH THE TASK OF COMMEMORATING, ENGAGE A BROAD COMMUNITY OF CARING INDIVIDUALS TO LEARN ABOUT THE HOLOCAUST AND KEEP ITS MEMORY AND LESSONS ALIVE.AMERICAN SOCIETY FOR YAD VASHEM INITIATIVES INCLUDE FUNDRAISING, SOCIAL, AND EDUCATIONAL EVENTS; SEMINARS AND CONFERENCES TO TRAIN EDUCATORS AND PROFESSIONALS TO PROMULGATE THE EDUCATIONAL CURRICULUM OF YAD VASHEM IN THE CLASSROOM AND BEYOND. 0 0 16495364 16495364 0 THE ORGANIZATION PROVIDES GRANT FUNDING TO YAD VASHEM, THE WORLD HOLOCAUST REMEMBRANCE CENTER, ENTRUSTED WITH THE TASK OF COMMEMORATING, DOCUMENTING, RESEARCHING AND EDUCATING ABOUT THE HOLOCAUST: REMEMBERING THE SIX MILLION JEWS MURDERED BY THE GERMAN NAZIS AND THEIR COLLABORATORS, THE DESTROYED JEWISH COMMUNITIES, AND THE GHETTO AND RESISTANCE FIGHTERS. 1038693 0 0 VIDEOS AND PUBLICATIONS TO INFORM AND EDUCATE THE PUBLIC CONCERNING THE HOLOCAUST. 17534057 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 1 1 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 8 0 19 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 43 43 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MD MA MI MN NH NJ NM NY NC ND OR OR PA RI SC TN UT VA WV WI X X X RONA GOTTLIB BOCHENEK CFO 2122204304 500 FIFTH AVENUE 42ND FLOOR NEW YORK NY 10110 LEONARD WILF CHAIRMAN EMERITUS 1.00 X X 0 0 0 ADINA BURIAN CO-CHAIR 1.00 X X 0 0 0 MARK MOSKOWITZ CO-CHAIR 1.00 X X 0 0 0 IRA DRUKIER TREASURER 1.00 X X 0 0 0 BARRY LEVINE ASSISTANT TREASURER 1.00 X X 0 0 0 MARK WILF SECRETARY 1.00 X X 0 0 0 MIRIAM ADELSON DIRECTOR 1.00 X 0 0 0 STEVEN BARAL DIRECTOR 1.00 X 0 0 0 ELINOR BELFER DIRECTOR 1.00 X 0 0 0 JACK A BELZ DIRECTOR 1.00 X 0 0 0 MELVIN BUKIET DIRECTOR 1.00 X 0 0 0 LAWRENCE BURIAN DIRECTOR 1.00 X 0 0 0 LESTER CROWN DIRECTOR 1.00 X 0 0 0 EDWARD CZUKER DIRECTOR 1.00 X 0 0 0 ELISSA CZUKER DIRECTOR 1.00 X 0 0 0 SUSANNE CZUKER DIRECTOR 1.00 X 0 0 0 ABRAHAM FOXMAN DIRECTOR THRU JUNE 2021 1.00 X 0 0 0 PHILIP FRIEDMAN DIRECTOR 1.00 X 0 0 0 JOSH GELNICK DIRECTOR 1.00 X 0 0 0 ANDREW GROVEMAN DIRECTOR 1.00 X 0 0 0 JAN BELZ GROVEMAN DIRECTOR 1.00 X 0 0 0 ABBI HALPERN DIRECTOR 1.00 X 0 0 0 COLIN HALPERN DIRECTOR 1.00 X 0 0 0 DAVID HALPERN DIRECTOR 1.00 X 0 0 0 JEREMY HALPERN DIRECTOR 1.00 X 0 0 0 SHELLY PECHTER HIMMELRICH DIRECTOR THRU JUNE 2021 1.00 X 0 0 0 HARRY KARTEN DIRECTOR 1.00 X 0 0 0 CAROLINE MASSEL DIRECTOR 1.00 X 0 0 0 MICHAEL S MILLER DIRECTOR THRU JUNE 2021 1.00 X 0 0 0 IRA MITZNER DIRECTOR 1.00 X 0 0 0 EDWARD MOSBERG DIRECTOR 1.00 X 0 0 0 JOSEF PARADIS DIRECTOR 1.00 X 0 0 0 JACK H PECHTER DIRECTOR 1.00 X 0 0 0 ALAN PINES DIRECTOR 1.00 X 0 0 0 ROMANA PRIMUS DIRECTOR 1.00 X 0 0 0 BARRY RUBENSTEIN DIRECTOR 1.00 X 0 0 0 MARILYN RUBENSTEIN DIRECTOR 1.00 X 0 0 0 KAREN SANDLER DIRECTOR 1.00 X 0 0 0 RACHEL SHNAY DIRECTOR 1.00 X 0 0 0 CHERYL SKURA LIFSHITZ DIRECTOR 1.00 X 0 0 0 AXEL STAWSKI DIRECTOR 1.00 X 0 0 0 LILI STAWSKI DIRECTOR 1.00 X 0 0 0 DAVID STERLING DIRECTOR 1.00 X 0 0 0 PETER TILL DIRECTOR 1.00 X 0 0 0 HALLE WILF DIRECTOR 1.00 X 0 0 0 MARVIN ZBOROWSKI DIRECTOR THRU OCT 2021 1.00 X 0 0 0 FRED ZEIDMAN DIRECTOR 1.00 X 0 0 0 STANLEY STONE EXECUTIVE DIRECTOR 40.00 X 302097 0 15990 ZOYA PISARENKO DIRECTOR OF FINANCE 40.00 X 186615 0 29470 AMY COOPER NATIONAL CAMPAIGN DIRECTOR 40.00 X 222816 0 25108 ROBERT MORTON DIRECTOR OF PLANNED GIVING 40.00 X 154188 0 13750 SUZANNE SCHWARTZ DIRECTOR OF MARKETING 40.00 X 181800 0 5000 DENISE HERSCHBERG DIRECTOR - SOUTHEAST 40.00 X 114807 0 0 MARLENE YAHALOM DIRECTOR OF EDUCATION 40.00 X 110415 0 11184 RACHELLE GROSSMAN EVENTS MANAGER 40.00 X 100597 0 15902 1373335 0 116404 8 0 1 0 AB DATA LTD 600 AB DATA DRIVE MILWAUKEE WI 53217 FUNDRAISING 630784 FLOW VIDEO 220 S MAIN ST ROYAL OAK MI 48067 VIDEO PRODUCTION SERVICES 149950 2 2254283 15991599 86694 18245882 2450688 2450688 59672993 40311951 19361042 19361042 19361042 69520 2254283 370614 -301094 -301094 39756518 0 0 21510636 16495364 16495364 950034 179905 335032 435097 1135076 337416 392224 405436 31308 9327 10945 11036 82236 23758 30634 27844 145578 37570 50717 57291 38474 20508 17966 45714 24367 21347 647829 647829 31409 31409 105168 41793 63375 167410 10001 157409 261696 142565 13039 106092 36958 19105 12389 5464 515302 158830 180226 176246 74471 22915 2208 49348 1185 1185 8656 8656 28344 9448 9448 9448 20802212 17534057 1179615 2088540 8354199 4764406 10831378 8834869 4589 46961 202458 186245 17044 16213 78689830 85107330 479084 208442 98376124 98978221 271521 225353 183720 228329 455241 453682 X 80339505 82939670 17581378 15584869 97920883 98524539 98376124 98978221 X 18954306 -18400650 50000 X X 0 1 X 1 0 X 34889166 20368958 14532411 26594237 18245882 114630654 34889166 20368958 14532411 26594237 18245882 114630654 23041215 91589439 1151327 1754282 1878507 1708498 2450688 8943302 123573956 0.74120 0.69070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6750000 268048 268048 6750000 6750000 830693 830693 6750000 6750000 696661 696661 6750000 6750000 78879 78879 6750000 6750000 440114 440114 6750000 0.00000 1.00000 0.00000 0 0 144696 135451 9245 57762 50794 6968 16213 DEFERRED RENT LIABILITY 228329 228329 X 21663555 -18400650 30548 308548 -18061554 39725109 31409 31409 39756518 21059899 30548 308548 339096 20720803 31409 50000 81409 20802212 PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO SUPPORT THE ORGANIZATION'S GENERAL OPERATIONS. PART X, LINE 2: ASYV RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. MANAGEMENT HAS DETERMINED THAT ASYV HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. ASYV IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR THE PERIODS PRIOR TO DECEMBER 31, 2018. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASS OF SPECIAL EVENT EXPENSE, PART VIII, LINE 8B 308,548. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASS OF SPECIAL EVENT EXPENSE, PART VIII, LINE 8B 308,548. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECOVERY OF PLEDGE RECEIVABLE 50,000. 1 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING 16495364 0 0 0 0 0 0 16495364 0 16495364 MIDDLE EAST AND NORTH AFRICA TO SUPPORT THE CRUCIAL EFFORTS OF YAD VASHEM 16495364 WIRE TRANSFER 0 1 0 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION PROVIDES ON-GOING FINANCIAL SUPPORT AND EVALUATION TO SUPPORT THE EFFORTS OF YAD VASHEM, WHICH IS COMPATIBLE WITH THE ASYV MISSION. YAD VASHEM HAS MET THE ELIGIBILITY REQUIREMENT TO RECEIVE THE GRANTS AND ACCORDINGLY ALL FUNDS PAID TO YAD VASHEM ARE UNRESTRICTED IN NATURE. PART I, LINE 3: THE ACCOUNTING METHOD USED TO ACCOUNT FOR EXPENDITURES IS THE ACCRUAL METHOD. PART III ACCOUNTING METHOD: X X X X X 1 AB DATA 600 AB DATA DRIVE MILWAUKEE WI 53217 DIRECT MAILING SOLICITATION 0 1321347 647829 673518 1321347 647829 673518 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC VIRTUAL GALA 2323803 2254283 69520 32476 25022 225550 87566 2323803 2254283 69520 32476 25022 225550 87566 370614 -301094 SCHEDULE G, PART I, LINE 2B, COLUMN (V) THE AGREEMENT WITH A.B. DATA DISTINGUISHES BETWEEN PAYMENTS FOR PROFESSIONAL FUNDRAISING SERVICES FROM EXPENSE PAYMENTS AND REIMBURSEMENTS, AS FOLLOWS: CONSULTATION MONTHLY FEE OF $6,000 PER MONTH, PACKAGE DEVELOPMENT FEES BETWEEN $2,000 AND $4,000 FOR EACH NEW DONOR ACQUISITION PACKAGE, AND BETWEEN $500 AND $3,000 FOR EACH RENEWAL OR SPECIAL APPEAL MAILNG DEVELOPED. TRAVEL AND OTHER REASONABLE AND NECESSARY BUSINESS EXPENSES INCURRED ON BEHALF OF THE CLIENT, SUCH AS OVERNIGHT DELIVERIES, ARE BILLED TO CLIENT AT COST. INDIVIDUAL EXPENSES OF $250 REQUIRE THE APPROVAL OF THE ORGANIZATION. X X X X 0 0 0 0 0 0 0 0 0 STANLEY STONE EXECUTIVE DIRECTOR 302097 0 0 0 0 0 5000 0 10990 0 318087 0 0 0 AMY COOPER NATIONAL CAMPAIGN DIRECTOR 222816 0 0 0 0 0 5000 0 20108 0 247924 0 0 0 ZOYA PISARENKO DIRECTOR OF FINANCE 186615 0 0 0 0 0 5000 0 24470 0 216085 0 0 0 SUZANNE SCHWARTZ DIRECTOR OF MARKETING 181800 0 0 0 0 0 5000 0 0 0 186800 0 0 0 ROBERT MORTON DIRECTOR OF PLANNED GIVING 154188 0 0 0 0 0 5000 0 8750 0 167938 0 0 0 X 3 86694 AVERAGE SELLING PRICE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS IN COLUMN (B). FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING BOARD MEMBERS HAVE A FAMILY RELATIONSHIP: - MARILYN RUBENSTEIN AND BARRY RUBENSTEIN - SUSANNE CZUKER, ELISSA CZUKER AND EDWARD CZUKER - ADINA BURIAN AND LAWRENCE BURIAN - LEONARD WILF, MARK WILF, AND HALLE WILF - DAVID HALPERN, ABBI HALPERN, AND JEREMY HALPERN - JACK A. BELZ, JAN BELZ GROVEMAN AND ANDY GROVEMAN - EDWARD MOSBERG AND BARRY LEVINE - DAVID HALPERN AND JOSEF PARADIS FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S BYLAWS WERE AMENDED IN 2021 WHICH INCLUDED THE FOLLOWING SIGNIFICANT CHANGES: - NUMBER OF BOARD DIRECTORS UPDATED TO MINIMUM OF THREE DIRECTORS AND NOT MORE THAN FIFTY-ONE. - OFFICERS UPDATED TO EXECUTIVE CHAIR OR TWO CO-EXECUTIVE CHAIR, SECRETARY, TREASURER, AND SUCH OTHER OFFICERS AS THE BOARD MAY APPOINT OR ELECT INCLUDING ONE OR MORE VICE CHAIRS AND ONE OR MORE VICE PRESIDENTS, ASSISTANT SECRETARIES, AND ASSISTANT TREASURERS. - COMMITTEES OF THE BOARD UPDATED TO INCLUDE AN INVESTMENT COMMITTEE, RESONSIBLE FOR HIRING AND OVERSEEING THE ACTIONS OF THE INVESTMENT MANAGER. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. PRIOR TO FILING THE FORM 990, THE RETURN IS MADE AVAILABLE TO THE AUDIT COMMITTEE FOR THEIR REVIEW AND APPROVAL. THE ORGANIZATION FORWARDS ANY QUESTIONS OR COMMENTS TO THE ACCOUNTING FIRM AND A FINAL VERSION IS DISTRIBUTED TO ALL BOARD MEMBERS ELECTRONICALLY PRIOR TO FILING THE FORM 990 WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C AMERICAN SOCIETY FOR YAD VASHEM (ASYV) HAS A CONFLICT OF INTEREST POLICY, WHICH APPLIES TO ALL DIRECTOR, OFFICERS, AND STAFF. ALL DIRECTOR OF THE BOARD IS REQUIRED TO SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT PRIOR TO THEIR INITIAL TERM AND ANNUALLY THEREAFTER. IN ADDITION, DURING THE YEAR, IF DIRECTOR OF THE BOARD BECOME AWARE OF AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST INVOLVING THEMSELVES OR SOMEONE AFFILIATED WITH THE ASYV, THEY MUST PROMPTLY NOTIFY THE AUDIT COMMITTEE OF THE BOARD. AFTER DISCLOSURE OF THE EXISTENCE OF A POTENTIAL CONFLICT OF INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE MUST LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS DECIDE IF A CONFLICT OF INTEREST EXISTS. IN THE EVENT THAT A CONFLICT OF INTEREST IS DETERMINED, THE INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE OR SHE MUST LEAVE THE MEETING DURING THE DELIBERATION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE INTERESTED PERSON MAY NOT MAKE ANY ATTEMPT TO INFLUENCE IMPROPERLY THE DELIBERATION OR VOTING ON THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. AN INTERESTED PERSON IS RECUSED FROM PARTICIPATING IN DECISION MAKING ON MATTERS INVOLVING THE CONFLICT. WITH RESPECT TO ANY BOARD COMMITTEE'S DISCUSSION, DECISION, OR ACTIONS INVOLVING TRANSACTIONS IN WHICH A DIRECTOR OR OFFICER HAS A CONFLICT OF INTEREST, THE MINUTES OF THE BOARD COMMITTEE MEETING REFLECTS THE BOARD'S DELIBERATION AND VOTING. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS OF ASYV (THE "BOARD") ANNUALLY EVALUATES THE EXECUTIVE DIRECTOR AND OTHER HIGHLY COMPENSATED EMPLOYEES ON THEIR PERFORMANCE, AND ASKS FOR THEIR INPUT ON MATTERS OF PERFORMANCE AND COMPENSATION. THE COMPENSATION COMMITTEE OF THE BOARD DELEGATES ONE OR MORE INDIVIDUALS TO OBTAIN RESEARCH AND INFORMATION TO MAKE A RECOMMENDATION TO THE FULL BOARD FOR THE COMPENSATION (SALARY AND BENEFITS) OF THE EXECUTIVE DIRECTOR AND OTHER OFFICER/KEY EMPLOYEES BASED ON A REVIEW OF COMPARABILITY DATA. FOR EXAMPLE, THE COMMITTEE SECURES DATA THAT DOCUMENTS COMPENSATION LEVELS AND BENEFITS FOR SIMILARLY-QUALIFIED INDIVIDUALS IN COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS. ASYV ALSO ENGAGED A COMPENSATION CONSULTANT TO PROVIDE INFORMATION ON SALARY RANGES FOR SIMILAR EXECUTIVE DIRECTOR POSITIONS AND GENERAL REVIEW OF ASYV STAFF COMPENSATION AND BENEFITS. THE COMPENSATION COMMITTEE PREPARES A LIST OF COMPARABLE, OR SIMILAR, ORGANIZATIONS. THIS DATA MAY INCLUDE THE FOLLOWING, WITHOUT LIMITATION: 1. SALARY AND BENEFIT COMPENSATION STUDIES BY INDEPENDENT SOURCES; 2. WRITTEN JOB OFFERS FOR POSITIONS AT SIMILAR ORGANIZATIONS; 3. DOCUMENTED TELEPHONE CALLS ABOUT SIMILAR POSITIONS AT BOTH NONPROFIT AND FOR-PROFIT ORGANIZATIONS; AND 4. INFORMATION OBTAINED FROM THE IRS FORM 990 FILINGS OF SIMILAR ORGANIZATIONS. TO APPROVE THE COMPENSATION FOR THE EXECUTIVE DIRECTOR AND OTHER HIGHLY COMPENSATED EMPLOYEES THE BOARD DOCUMENTS HOW IT REACHED ITS DECISIONS, INCLUDING THE DATA ON WHICH IT RELIED, IN MINUTES OF THE MEETING DURING WHICH THE COMPENSATION WAS APPROVED. THIS PROCESS WAS LAST UNDERTAKEN IN 2021. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE BY POSTING IT ON ITS WEBSITE AS WELL AS GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, FORMS 990 AS WELL AS THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST, AND GOVERNING DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST AT 500 FIFTH AVENUE, 42ND FLOOR, NEW YORK, NY 10110. FORM 990, PART XI, LINE 9: RECOVERY OF PLEDGE RECEIVABLE 50,000. FORM 990, PART XII, LINE 2C: THE PROCESS FOR ASSUMING RESPONSIBILITY OVER THE AUDIT OF THE ORGANIZATION AND FOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED SINCE THE PRIOR YEAR.