YIVO INSTITUTE FOR JEWISH RESEARCH INC (EIN 131641082) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1940

Legal Domicile

Principal Officer

ROBERT WAGMAN

Phone

2122466080

Tax Period

2023-01-01 to 2023-12-31

YIVO INSTITUTE FOR JEWISH RESEARCH INC, founded in 1940, is a community nonprofit in the Religion sector that reported $6.0M in total revenue in fiscal year 2023. Revenue fell 33% from the prior year — a significant decline worth monitoring. Expenses of $6.6M exceeded revenue, resulting in a 10% operating deficit.

Mission

TO STUDY THE HISTORY OF JEWISH LIFE IN EASTERN EUROPE AND RUSSIA IN ALL ITS ASPECTS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $4,510,201

Program Service Revenue $699,505

Investment Income $763,841

Other Revenue $4,691

TOTAL REVENUE $5,978,238

Expense Breakdown

Grants Paid $54,389

Salaries & Benefits $4,143,436

Fundraising Expenses $941,237

Program Expenses $4,738,143

Other Expenses $2,394,082

TOTAL EXPENSES $6,591,907

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,978,238	$8,956,520	-0.3%
Expenses	$6,591,907	$5,758,535	+0.1%
Net Income	$-613,669	$3,197,985	-1.2%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$742,375

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RUTH LEVINE	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
IRENE PLETKA	VICE CHAIR	1.00	Officer Director	$0	$0	$0
BRUCE SLOVIN	DIRECTOR	1.00	Director	$0	$0	$0
DEBORAH VEACH	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD BLANK	DIRECTOR	1.00	Director	$0	$0	$0
ERIC RUBIN FROM 0123	DIRECTOR	1.00	Director	$0	$0	$0
HARRY WAGNER	DIRECTOR	1.00	Director	$0	$0	$0
ILYA PRIZEL	DIRECTOR	1.00	Director	$0	$0	$0
JACOB MOROWITZ	DIRECTOR	1.00	Director	$0	$0	$0
JON RICHMOND	DIRECTOR	1.00	Director	$0	$0	$0
LEO MELAMED	DIRECTOR	1.00	Director	$0	$0	$0
LISA NEW	DIRECTOR	1.00	Director	$0	$0	$0
MARTIN FLUMENBAUM	DIRECTOR	1.00	Director	$0	$0	$0
WARREN STERN	DIRECTOR	1.00	Director	$0	$0	$0
MERYL FRANK	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN BRENT	EXEC. DIRECTOR	40.00	Officer	$270,906	$37,906	$308,812
MELISSA COHEN	DIRECTOR OF DEVELOPMENT	40.00	Officer	$214,036	$21,730	$235,766
ROBERT WAGMAN	CHIEF FINANCIAL OFFICER	40.00	Officer	$171,647	$26,150	$197,797
SHELLY FREEMAN	CHIEF OF STAFF	40.00	Highest	$154,419	$16,606	$171,025
STEFANIE HALPERIN	DIRECTOR OF YIVO ARCHIVES	40.00	Highest	$109,033	$24,338	$133,371
KAROLINA RODRIGUES ZIUKOSKI	DIRECTOR OF DIGITAL- CHIEF	40.00	Highest	$106,099	$28,010	$134,109
ALEXANDER WEISER	OFFICER	40.00	Highest	$109,398	$5,022	$114,420

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$5,978,238	$6,591,907	$32,334,838	$-613,669
2022	$8,956,520	$5,758,535	$29,829,329	$3,197,985
2021	$6,355,395	$4,974,112	$30,301,993	$1,381,283
2020	$6,578,436	$5,324,677	$26,423,029	$1,253,759
2019	$4,934,959	$5,676,519	$25,045,647	$-741,560
2018	$7,640,179	$5,158,668	$23,304,388	$2,481,511

YIVO INSTITUTE FOR JEWISH RESEARCH INC