2025-11-03T09:09:27-06:00 2024-12-31 920780479 REID TAX & ADVISORY SERVICE LLC 12 WEST 32ND ST 10TH FLOOR NEW YORK NY 10001 990 2024-01-01 900653286 ISRAEL POLICY FORUM INC ISRA 2123151741 122 E 42ND ST 3505 NEW YORK NY 10168 DAVID HALPERIN CEO 2123151741 2025-10-29 1 1 PHIL ROSENBERG P00221232 3322080614 2024 2025-03-06 01:10:19Z DAVID HALPERIN 122 E 42ND ST 3505 NEW YORK NY 10168 7221896 0 X WWW.ISRAELPOLICYFORUM.ORG X 2011 NY SEE SCHEDULE O FOR MISSION STATEMENT.ISRAEL POLICY FORUM'S MISSION IS TO BUILD SUPPORT FOR U.S. POLICIES THAT HELP TO ADVANCE A RESOLUTION TO THE ISRAELI-PALESTINIAN CONFLICT BASED ON TWO STATES THAT WOULD ADVANCE AMERICAN INTERESTS AND ENSURE ISRAEL'S FUTURE AS A SECURE, JEWISH, DEMOCRATIC STATE. WE DO THAT BY CONDUCTING EDUCATIONAL INITIATIVES THAT ELEVATE THE PUBLIC DISCOURSE AND ADVANCE PRAGMATIC U.S. POLICY TOWARD THE ISRAELI-PALESTINIAN CONFLICT, U.S.-ISRAEL RELATIONS, AND REGIONAL DIPLOMACY AMONG POLICYMAKERS AND COMMUNITY LEADERS. 28 28 24 0 0 0 4938602 6743712 121240 137729 42014 271608 19104 -116317 5120960 7036732 0 0 0 0 2488574 2817176 0 0 649938 1881172 2040740 4369746 4857916 751214 2178816 6349673 9268970 98433 822329 6251240 8446641 X ISRAEL POLICY FORUM'S MISSION IS TO BUILD SUPPORT FOR U.S. POLICIES THAT HELP TO ADVANCE A RESOLUTION TO THE ISRAELI-PALESTINIAN CONFLICT BASED ON TWO STATES THAT WOULD ADVANCE AMERICAN INTERESTS AND ENSURE ISRAEL'S FUTURE AS A SECURE, JEWISH, DEMOCRATIC STATE. WE DO THAT BY CONDUCTING EDUCATIONAL INITIATIVES THAT ELEVATE THE PUBLIC DISCOURSE AND ADVANCE PRAGMATIC U.S. POLICY TOWARD THE ISRAELI-PALESTINIAN CONFLICT, U.S.-ISRAEL RELATIONS, AND REGIONAL DIPLOMACY AMONG POLICYMAKERS AND COMMUNITY LEADERS. 0 0 3596646 137729 ISRAEL POLICY FORUM PROVIDES EDUCATIONAL RESOURCES FOR U.S. POLICYMAKERS, COMMUNITY LEADERS, EMERGING LEADERS OF THE NEXT GENERATION, AND THE BROADER PUBLIC ON THE PRAGMATIC POLICIES NEEDED FOR THE EVENTUAL REALIZATION OF A VIABLE OUTCOME TO THE ISRAELI-PALESTINIAN CONFLICT IN A MANNER CONSISTENT WITH ISRAEL'S SECURITY. WE DO THIS BY DEVELOPING ANALYSIS AND COMMENTARY AND HOLDING IN-PERSON AND VIRTUAL BRIEFINGS FEATURING EXPERT SPEAKERS AND INNOVATIVE EDUCATIONAL CONTENT ON KEY STRATEGIC ISSUES IMPACTING FUTURE ISRAELI-PALESTINIAN RELATIONS. 3596646 1 1 0 1 0 0 0 0 0 0 1 1 0 1 1 1 1 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 26 0 1 24 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X THE ORGANIZATION 2123151741 122 E 42ND ST SUITE 3505 NEW YORK NY 10168 DAVID SHERMAN CHAIR 5.00 X 0 0 0 DANA LINDEN VICE CHAIR 1.00 X 0 0 0 THOMAS KAHN TREASURER 1.00 X 0 0 0 SHARON BERGMAN SECRETARY 1.00 X 0 0 0 SHELDON ALSTER BOARD MEMBER 0.50 X 0 0 0 CHARLES BRONFMAN BOARD MEMBER 0.50 X 0 0 0 ROBERT ELMAN BOARD MEMBER 0.50 X 0 0 0 ROEI EISENBERGBEG52024 BOARD MEMBER 0.50 X 0 0 0 MATTHEW FASSLER BOARD MEMBER 0.50 X 0 0 0 MARC GARY BOARD MEMBER 0.50 X 0 0 0 SUSAN GELMAN BOARD MEMBER 0.50 X 0 0 0 E ROBERT GOODKIND BOARD MEMBER 0.50 X 0 0 0 LAWRENCE GOTTLIEB BOARD MEMBER 0.50 X 0 0 0 MARTIN INDYKEND72524 BOARD MEMBER 0.50 X 0 0 0 PETER JOSEPH BOARD MEMBER 0.50 X 0 0 0 DANIELLE BELLA KALENDER BOARD MEMBER 0.50 X 0 0 0 JONATHAN KAMEL BOARD MEMBER 0.50 X 0 0 0 JOSEPH KANFERBEG52024 BOARD MEMBER 0.50 X 0 0 0 STEVEN KOPPEL BOARD MEMBER 0.50 X 0 0 0 ALISA LEVIN BOARD MEMBER 0.50 X 0 0 0 ADAM LEVINEBEG52024 BOARD MEMBER 0.50 X 0 0 0 DARYL MESSINGER BOARD MEMBER 1.00 X 0 0 0 ADENA PHILIPS BOARD MEMBER 1.00 X 0 0 0 RICHARD ROBINEND3624 BOARD MEMBER 0.50 X 0 0 0 RICK ROSEN BOARD MEMBER 1.00 X 0 0 0 ADINA SCHWARTZ BOARD MEMBER 0.50 X 0 0 0 JOHN SHAPIRO BOARD MEMBER 1.00 X 0 0 0 ALAN SOLOW BOARD MEMBER 0.50 X 0 0 0 ROBERT SUGARMAN BOARD MEMBER 0.50 X 0 0 0 MODI WICZYKBEG52024 BOARD MEMBER 0.50 X 0 0 0 ROBERT LIFTONEND12324 BOARD MEMBER 0.50 X 0 0 0 DAVID HALPERIN CHIEF EXECUTIVE OFFICER 40.00 X 385625 0 28546 MICHAEL KOPLOW CHIEF POLICY OFFICER 40.00 X 255208 0 11884 SNEZHANA ORLANDO CHIEF OPERATING OFFICER 40.00 X 250000 0 9742 LISBETH DIRINGER CHIEF GROWTH & ORG. STRATEGY OFFICER 40.00 X 250000 0 13549 AVI WEINRYB CHIEF PUBLIC ENGAGEMENT OFFICER 40.00 X 147917 0 14830 1288750 0 78551 5 0 1 0 SERAC LTD 50 HAGEFFEN STREET RAMAT HASHARON IS 4725438 CONSULTING 244000 MINDSET MEDIA STRATEGY GROUP LTD 21 HATZFIRA ST JERUSALEM IS 9310231 CONSULTING 111608 2 620467 6123245 35244 6743712 PROGRAM 813310 137729 137729 137729 272238 272238 34614 35244 -630 -630 -630 19790 620467 149920 -130130 -130130 OTHER INCOME 561000 13813 13813 13813 7036732 137729 0 155291 X 1367303 907918 201168 258217 1166955 767464 179620 219871 33430 24403 3344 5683 78044 43460 17659 16925 171444 112963 26036 32445 29783 29783 57950 57950 614289 609358 1826 3105 116578 70724 31581 14273 80553 61185 9399 9969 94458 62237 14345 17876 392196 355455 8261 28480 62297 45477 6230 10590 20449 14928 2045 3476 EVENTS 562187 521074 12085 29028 BAD DEBT 10000 0 10000 0 4857916 3596646 611332 649938 438160 255165 35831 123038 667233 2192890 36198 58368 117115 70028 51770 13494 18258 5136587 5813294 0 713012 6349673 9268970 98433 109569 0 712760 98433 822329 X 5656240 6030761 595000 2415880 6251240 8446641 6349673 9268970 2178816 16585 0 X X 0 1 X 1 0 X 3027434 4088536 5189637 4938602 6743712 23987921 3027434 4088536 5189637 4938602 6743712 23987921 8911356 15076565 5523 1600 34320 42014 271608 355065 17961 5380 -1850 168413 13813 203717 24546703 322789 0.61420 0.65790 X PART II, LINE 10 OTHER INCOME IS COMBINATION OF THE FOLLOWING: CREDIT CARD REBATE $13,795 OTHER INCOME $18 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 595 595 3596051 3596646 329832 82458 0 0 242839 287749 309323 329832 1169743 1754615 2074 1700 930 595 5299 60710 71937 77331 82458 292436 438654 70028 51770 18258 18258 MARKETABLE SECURITIES 5813294 F 5813294 RIGHT OF USE ASSETS 713012 713012 OPERATING LEASE OBLIGATION 712760 712760 X 7053317 16585 16585 7036732 0 7036732 4857916 0 4857916 0 4857916 PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS OTHER THAN A PRIVATE FOUNDATION. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY VARIOUS FEDERAL, STATE AND LOCAL TAXING AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2021. THE FINANCIAL STATEMENTS EFFECT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN ARE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS, THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. INTEREST AND PENALTIES, IF ANY, ARE INCLUDED IN EXPENSES IN THE STATEMENT OF ACTIVITIES. MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES EDUCATIONAL 239692 0 0 0 0 0 0 239692 0 239692 0 0 0 0 0 0 GALA 640257 620467 19790 149920 640257 620467 19790 149920 149920 -130130 X X 0 0 0 0 0 0 0 0 0 DAVID HALPERIN CHIEF EXECUTIVE OFFICER 345000 0 40625 0 0 0 10381 0 18165 0 414171 0 0 0 MICHAEL KOPLOW CHIEF POLICY OFFICER 245000 0 10208 0 0 0 7656 0 4228 0 267092 0 0 0 LISBETH DIRINGER CHIEF GROWTH & ORG. STRATEGY OFFICER 240000 0 10000 0 0 0 8050 0 5499 0 263549 0 0 0 SNEZHANA ORLANDO CHIEF OPERATING OFFICER 233750 0 16250 0 0 0 6800 0 2942 0 259742 0 0 0 AVI WEINRYB CHIEF PUBLIC ENGAGEMENT OFFICER 142000 0 5917 0 0 0 5177 0 9653 0 162747 0 0 0 PART I, LINE 3 THE CHIEF EXECUTIVE OFFICER EVALUATION COMMITTEE OF THE BOARD MAKES RECOMMENDATIONS REGARDING THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER TO THE BOARD OF DIRECTORS FOR APPROVAL. X 7 35244 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE AND SHARED WITH ALL MEMBERS OF THE GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER COMPLETES A CONFLICT OF INTEREST DISCLOSURE POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE CHIEF EXECUTIVE OFFICER EVALUATION COMMITTEE OF THE BOARD MAKES RECOMMENDATIONS REGARDING THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER TO THE BOARD OF DIRECTORS FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 596,026. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 596,026. OTHER: PROGRAM SERVICE EXPENSES 13,332. MANAGEMENT AND GENERAL EXPENSES 1,826. FUNDRAISING EXPENSES 3,105. TOTAL EXPENSES 18,263. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.