2017-03-27T10:25:37-05:00 2016-09-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA MD 208142930 990 2015-10-01 371472882 THE ISRAEL PROJECT ISRA 2028576644 1901 PENNSYLVANIA AVE NW NO 600 WASHINGTON DC 20006 JOSHUA BLOCK CEO AND PRESIDENT 2028576644 2017-03-27 1 3019519090 2015 2021-01-29 14:40:06Z JOSHUA BLOCK 1901 PENNSYLVANIA AVE NW NO 600 WASHINGTON DC 20006 8713648 0 X WWW.THEISRAELPROJECT.ORG X 2003 DC SEE PART III, LINE 1. 13 13 46 2 0 0 7456311 8696052 0 0 1001 13346 5684 4250 7462996 8713648 0 0 0 0 3497162 3932282 0 0 1050302 3983200 5253479 7480362 9185761 -17366 -472113 4617904 4265222 807174 754154 3810730 3511068 THE ISRAEL PROJECT (TIP) IS A NON-PROFIT EDUCATIONAL ORGANIZATION THAT PROVIDES FACTUAL INFORMATION ABOUT ISRAEL AND THE MIDDLE EAST TO THE PRESS, POLICY-MAKERS AND THE PUBLIC. 0 0 7730537 STRATEGIC COMMUNICATIONS & MEDIA RELATIONS: IDENFIYING AND PROACTIVELY COMMUNICATING PROVEN, EFFECTIVE MESSAGES THAT ENCOURAGE PEOPLE TO SUPPORT ISRAEL AND POLICIES THAT WILL MAKE ISRAEL SAFER. USING SOPHISCATED PUBLIC OPINION RESEARCH TO IDENTIFY MESSAGES, THEMES AND VISUALS THAT WILL BRING SUPPORT TO KEY POLICIES, THE ISRAEL PROJECT HAS TRAINED THOUSANDS OF INFLUENTIAL POLICY LEADERS, OPINION ELITES AND SPOKESPEOPLE TO HELP STRENGTHEN ISRAEL'S IMAGE IN INTERNATIONAL MEDIA. THE ORGANIZATION HAS CONDUCTED OUTREACH AND EDUCATION TO IMPROVE U.S. UNDERSTANDING OF THE VITAL NATURE OF A STRONG RELATIONSHIP BETWEEN ISRAEL AND OTHER COUNTRIES. 7730537 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 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 1 1 0 0 0 1 40 0 1 46 1 0 1 IS 0 0 0 0 0 0 0 0 X 13 13 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AR CA CT FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X JOSHUA BLOCK 2028576644 1901 PENNSYLVANIA AVE NW NO 600 WASHINGTON DC 20006 ALLAN A MYER CHAIR 0.50 X X 0 0 0 LENNERT J LEADER CHAIR-EMERITUS 0.50 X X 0 0 0 ARLENE SHELDON BEARMAN CHAIR-EMERITUS 0.50 X X 0 0 0 MICHAEL GELMAN CHAIR-EMERITUS 0.50 X X 0 0 0 HARRY PLOSS TREASURER 0.50 X X 0 0 0 SHELLEY BERKLEY BOARD MEMBER 0.50 X 0 0 0 ALAN DANA BOARD MEMBER 0.50 X 0 0 0 MARY HART BOARD MEMBER 0.50 X 0 0 0 MARTIN PERETZ BOARD MEMBER 0.50 X 0 0 0 BURT SUGARMAN BOARD MEMBER 0.50 X 0 0 0 MARGO VOLFSTUN BOARD MEMBER 0.50 X 0 0 0 RANDALL LEVITT BOARD MEMBER 0.50 X 0 0 0 MICHAEL LOWENSTEIN BOARD MEMBER 0.50 X 0 0 0 ANN F LEWIS SECRETARY 0.50 X 0 0 0 JOSHUA BLOCK CEO AND PRESIDENT 40.00 X 460160 0 46827 GARY ROSEN SENIOR ADVISOR 40.00 X 151700 0 22007 DAVID HAZONY MANAGING DIRECTOR 40.00 X 145288 0 9458 IAN SUGAR CHIEF OF STAFF 40.00 X 103610 0 9777 MARYBETH LONG CFO/COO 40.00 X 140685 0 24187 OMRI CEREN MANAGING DIRECTOR 40.00 X 129150 0 7170 1130593 0 119426 6 0 1 0 THE ISRAEL SEMINAR LTD 75 ROTHSCHILD BLVD JERUSALEM IS ISRAEL EDUCATIONAL SEMINAR & TOUR 726314 LUNTZ GLOBAL PARTNERS 9165 KEY COMMONS MANASSAS VA 20110 SURVEY, POLLING & FOCUS GROUPS 215000 INSIGHT MEDIA LLC 304 INDIAN TRACE WESTON FL 33326 MEDIA ADVERTISING 163468 OLIVE TREE STRATEGIES LLC 2711 ORDWAY ST NW WASHINGTON DC 20008 SURVEY, POLLING & FOCUS GROUPS 126134 REN BANYAN GROUP LLC PO BOX 670132 CORAL SPRINGS FL 33067 STRATEGIC CONSULTING 115491 5 8696052 14506 8696052 13346 13346 MISCELLANEOUS 900099 4250 4250 4250 8713648 0 0 17596 X 719925 531865 26866 161194 2501411 1972622 220678 308111 19494 14753 2966 1775 242989 190518 20549 31922 448463 348820 34893 64750 31615 29839 463 1313 28221 26636 413 1172 995938 918266 3203 74469 191376 186276 5100 202574 143105 15193 44276 158350 127719 6845 23786 469608 383518 23529 62561 1028700 857701 18817 152182 1336693 1261402 9975 65316 113793 97274 4515 12004 74513 56831 4833 12849 POLLS/FOCUS GR/MEDIA TR 282590 282590 DUES & SUBSCRIPTIONS 121485 104087 7006 10392 STRATEGIC PLANNING 56131 53185 2946 REPORTER TOURS 34448 34448 127444 109082 4178 14184 9185761 7730537 404922 1050302 449385 548353 1299636 1449147 1404380 1121001 35270 1128050 205355 1589412 1333641 312726 255771 557087 4682 23432 23727 65124 4617904 4265222 807174 616368 0 137786 807174 754154 X 2560730 3163568 1250000 347500 3810730 3511068 4617904 4265222 X -472113 4299 168152 X 0 1 X 1 0 X 2882033 5899582 6601767 7456311 8696052 31535745 2882033 5899582 6601767 7456311 8696052 31535745 8628234 22907511 4250 3675 3175 248 13346 24694 28792 1392 3265 5684 4250 43383 31603822 0.72480 0.81470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 1 2000 1 2000 0 1 20000 1 1000 0 25000 0 PART II-B, LINE 1: LOBBYING ACTIVITIES ENGAGED IN INCLUDE SPEAKING TO LEGISLATORS, STAFF, AND POLICY MAKERS. THIS INCLUDES PROVIDING POLICY ADVICE, TALKING POINTS, AS WELL AS GUIDANCE ON BEST PRACTICES REGARDING VARIOUS BILLS. 607679 485010 122669 788486 729821 58665 193247 118810 74437 255771 DEFERRED RENT 137786 137786 X 8717947 4299 4299 8713648 0 8713648 9185761 0 9185761 0 9185761 PART X, LINE 2: FOR THE YEAR ENDED SEPTEMBER 30, 2016, TIP HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. MIDDLE EAST AND NORTH AFRICA 1 22 PROGRAM SERVICE ACTIVITIES MIDDLE EAST PROGRAM 1681294 MIDDLE EAST AND NORTH AFRICA 0 0 INVESTMENT IN REGION 4682 1 22 0 0 1 22 1685976 0 1685976 0 0 0 0 0 0 X 1 1 X X 0 0 0 0 0 0 0 1 0 JOSHUA BLOCK CEO AND PRESIDENT 360160 0 100000 0 0 0 18000 0 28827 0 506987 0 0 0 GARY ROSEN SENIOR ADVISOR 151700 0 0 0 0 0 12200 0 9807 0 173707 0 0 0 DAVID HAZONY MANAGING DIRECTOR 145288 0 0 0 0 0 0 0 9458 0 154746 0 0 0 MARYBETH LONG CFO/COO 140685 0 0 0 0 0 11480 0 12707 0 164872 0 0 0 PART I, LINE 1A THE CEO'S CONTRACT ALLOWS HIM TO TRAVEL FIRST CLASS. PART I, LINE 7 JOSHUA BLOCK RECEIVED BONUS COMPENSATION OF $100,000. FORM 990, PART VI, SECTION A, LINE 2 ARLENE BEARMAN AND SHELDON BEARMAN HAVE A FAMILY RELATIONSHIP. EACH SERVE ON THE BOARD OF DIRECTORS OF THE ISRAEL PROJECT, BUT ONLY HAVE ONE VOTE. MARY HART AND BURT SUGARMAN HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTANTS AND REVIEWED BY SENIOR MANAGEMENT AND THE AUDIT COMMITTEE. A COPY WAS PROVIDED TO THE FULL BOARD FOR APPROVAL BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST AND IS GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD-DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE LEAVES THE GOVERNING 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. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE DETERMINE WHETHER TIP CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE DETERMINES BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN TIP'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION, IT MAKES ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST ATTESTATION FORM UPON HIRE. BEGINNING WITH FY17 EMPLOYEES ARE REQUIRED TO SIGN AN ATTESTATION FORM ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE ISRAEL PROJECT HAS ESTABLISHED A COMPENSATION POLICY PLAN THAT RECOGNIZES THE NATURE OF THE ORGANIZATIONAL STRUCTURE, INCLUDING SEVERAL FACTORS WHEN CONSIDERING COMPENSATION - THE SIZE OF THE ORGANIZATION'S CURRENT BUDGET PLUS THE ECONOMIC CLIMATE, THE NATURE OF THE JOB MARKET, COMPETITIVE DIFFERENTIALS, PAY SCALES FOR ALL LEVELS OF MANAGEMENT AND NON-MANAGEMENT POSITIONS AND COST OF LIVING. USING THIS POLICY, THE COMPENSATION COMMITTEE REVIEWS THE CEO AND PRESIDENT'S COMPENSATION. DELIBERATION AND DECISION OF THE COMPENSATION REVIEW IS DOCUMENTED. THE LAST REVIEW TOOK PLACE IN AUGUST 2016. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART VI, LINE 17: IN ADDITION TO THE STATES LISTED ABOVE WITH WHICH A COPY OF THE FORM 990 IS REQUIRED TO BE FILED, THE ISRAEL PROJECT ALSO FILED A COPY OF ITS FORM 990 WITH THE FOLLOWING STATES: AK, CO, DC, ND, OH, OK, AND WA. FORM 990, PART IX, LINE 11G CONTRACT LABOR: PROGRAM SERVICE EXPENSES 711,665. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 65,379. TOTAL EXPENSES 777,044. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 206,601. MANAGEMENT AND GENERAL EXPENSES 3,203. FUNDRAISING EXPENSES 9,090. TOTAL EXPENSES 218,894. FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS FROM A RELATED ENTITY, THE ISRAEL 168,152. PROJECT'S JERUSALEM MEDIA RESOURCE. THE ISRAEL PROJECT'S JERUSALEM MEDIA RESOURCE CENTER 1 AGUDAT HASPORT HAPOEL RD JERUSALEM TECHNOLOGY PARK IS 9695101 MEDIA RESOURCE CENTER IN ISRAEL IS N/A N/A THE ISRAEL PROJECT 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0