Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf .... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | 1,620,975 | 4,042,020 | 75,113 | 1,550,297 | 9,407,380 | 16,695,785 |
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | 10,578,942 | 5,340,705 | 9,180,946 | 12,475,828 | 11,861,624 | 49,438,045 |
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | 0 | |||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | 0 | |||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | 0 | |||||
| 6 | Total. Add lines 1 through 5 | 12,199,917 | 9,382,725 | 9,256,059 | 14,026,125 | 21,269,004 | 66,133,830 |
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | 0 | |||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | 0 | |||||
| c | Add lines 7a and 7b.. | 0 | |||||
| 8 | Public support. (Subtract line 7c from line 6.) | 66,133,830 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | 12,199,917 | 9,382,725 | 9,256,059 | 14,026,125 | 21,269,004 | 66,133,830 |
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | 2,920 | 6,510 | 395,884 | 162,380 | 41,329 | 609,023 |
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | 0 | |||||
| c | Add lines 10a and 10b. | 2,920 | 6,510 | 395,884 | 162,380 | 41,329 | 609,023 |
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | 0 | |||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | 35,931 | 9,706 | 48,348 | 44,504 | 512,480 | 650,969 |
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | 12,238,768 | 9,398,941 | 9,700,291 | 14,233,009 | 21,822,813 | 67,393,822 |
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2023 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2023 |
(iii) Distributable Amount for 2023 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2023 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2023: | ||||
| a From 2018....... | ||||
| b From 2019....... | ||||
| c From 2020....... | ||||
| d From 2021....... | ||||
| e From 2022....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2023 distributable amount | ||||
|
i
Carryover from 2018 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2023 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2023 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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7 Excess distributions carryover to 2024. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2019..... | ||||
| b Excess from 2020..... | ||||
| c Excess from 2021..... | ||||
| d Excess from 2022..... | ||||
| e Excess from 2023..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
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| FORM 990, PART I, LINE 1 SUMMARY: | ALEXANDER MUSS INSTITUTE FOR ISRAEL EDUCATION, INC. (AMIIE) PROVIDES MIDDLE STATES ACCREDITED HIGH SCHOOL COURSES AND A FULL COMPLEMENT OF PROGRAMS IN ISRAEL STUDIES SO THAT PARTICIPANTS (AGES 12 TO 18) DEVELOP A STRONG SENSE OF SELF, THE JEWISH PEOPLE, AND THE LAND OF ISRAEL. |
| Form 990, Part III Statement of Program Accomplishments, Line 1: | ALEXANDER MUSS INSTITUTE FOR ISRAEL EDUCATION'S MISSION IS TO PROMOTE, BUILD, AND STRENGTHEN LIFELONG BONDS BETWEEN OUR STUDENTS AND ISRAEL THROUGH STUDYING THE HISTORY AND CULTURE OF THE PEOPLE OF ISRAEL. ALEXANDER MUSS HIGH SCHOOL IN ISRAEL EDUCATES STUDENTS THROUGH HIGH SCHOOL. ESTABLISHED IN 1972, AMIIE HAS PROVIDED STUDY-ABROAD OPPORTUNITIES FOR ENGLISH-SPEAKING TEENS FOR MORE THAN HALF A CENTURY. PROGRAMS RANGE FROM 10 DAYS TO 18 WEEKS, OR A FULL ACADEMIC SEMESTER. AMIIE TEACHERS DRAW UPON THEIR PERSONAL EXPERTISE AND USE THE COUNTRY'S MANY ANCIENT AND MODERN SITES FOR TRAVEL-BASED AND EXPERIENTIAL LEARNING. TEEN PARTICIPANTS IN ACADEMIC-BASED PROGRAMS (SEMESTER AND MINI-MESTER PROGRAMS) ALSO HAVE THE OPPORTUNITY TO PARTICIPATE IN COURSES IN CORE SUBJECTS OF STUDY (I.E., ENGLISH; SOCIAL STUDIES; MATHEMATICS; SCIENCE; FOREIGN LANGUAGES; ETC.). THE ORGANIZATION HAS SERVED OVER 30,000 STUDENTS AND HELPED PREPARE THEM FOR POST-SECONDARY EXPERIENCES. TODAY, AMIIE HAS GROWN TO INCLUDE TWO CAMPUSES, IN HOD HASHARON AND BE'ER SHEVA, WITH ACCOMMODATIONS AND CLASSROOM CAPACITY FOR NEARLY 500 CONCURRENTLY ENROLLED STUDENTS. AMIIE IS SUPPORTED BY OUR ROCKVILLE CENTRE, NEW YORK OPERATIONAL CENTER. TODAY, THE ORGANIZATION'S PROGRAMS INCLUDE PARTICIPANTS FROM THE UNITED STATES, CANADA, ENGLAND, AND AUSTRALIA. AMIIE LOOKS FORWARD TO EXPANDING OUR SERVICES TO SERVE THE NEEDS OF OTHER NON-ENGLISH SPEAKING DOMINANT COMMUNITIES. AMIIE EVOLVED FROM MEETING THE LOCAL NEEDS OF A SINGLE JEWISH COMMUNITY IN SOUTHERN FLORIDA THAT WAS SEEKING TO PROVIDE A DEEPER UNDERSTANDING OF JEWISH HISTORY, ISRAEL, AND PERSONAL IDENTITY TO THEIR STUDENTS. TODAY, AMIIE OFFERS A WIDE VARIETY OF PROGRAMS, RANGING FROM PROGRAMMING FOR INDIVIDUAL ENROLLEES, PARTNER SCHOOLS/ORGANIZATIONS, AND SUMMER PROGRAMS. AMIIE PROVIDES A UNIQUE ISRAEL EXPERIENCE GROUNDED IN PROVIDING STUDENTS WITH ACCESS TO THE SITES AND NARRATIVES OFFERED IN THE TORAH AND CONNECTED TO THEIR HISTORY. THE PROGRAM PROVIDES AN INTELLECTUAL FRAMEWORK AROUND WHICH STUDENTS CAN STUDY TIME AND PLACE AND PROVIDES SPACE FOR HONEST DIALOGUE. STUDENTS ARE ALSO GIVEN OPPORTUNITIES TO EXPERIENCE THE AUTHENTICITY OF A FOREIGN EXPERIENCE, WHETHER THIS MEANS BUYING LOCAL CUISINE ON THE STREET OR HIKING ACROSS THE COUNTRY. IN THE END, AMIIE HELPS STUDENTS TO GROW INTELLECTUALLY AND MATURE SOCIALLY. ALUMNI REGULARLY REFLECT ON HOW THE "MUSS MAGIC," WAS BOTH FORMATIVE AND TRANSFORMATIVE IN HELPING CHANGE THEIR LIVES FOREVER. |
| FORM 990, PART VI, SECTION A, LINE 2: | ROBERT WERNER AND RONALD WERNER HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 6: | PER THE INSTITUTE'S BYLAWS, THE INSTITUTE HAS SEVERAL CLASSES OF MEMBERS: 1. EACH STUDENT WHO HAS SATISFACTORILY COMPLETED AMHSI'S COURSE OF STUDY IN ISRAEL SHALL BE A MEMBER OF AMHSI FOR A PERIOD OF FIVE (5) YEARS FROM THE DATE OF COMPLETION OF THE PROGRAM. 2. EACH ACTIVE MEMBER OF AN AMHSI ALUMNI ASSOCIATION. 3. EACH PERSON WHO SHALL HAVE MADE A CONTRIBUTION OF AT LEAST $18 TO AMHSI OR ANY RECOGNIZED SUPPORTING ORGANIZATION OF AMHSI (FOR A DESIGNATED PERIOD). 4. ANY PERSON WHO IS ELECTED AN OFFICER, MEMBER OF THE BOARD OF DIRECTORS, MEMBER OF THE BOARD OF GOVERNORS, MEMBER OF THE NATIONAL BOARD OF ADVISORS OR A MEMBER OF THE INTERNATIONAL BOARD OF EDUCATIONAL ADVISORS. THE BOARD OF DIRECTORS MAY DESIGNATE DIFFERENT CLASSES OF MEMBER AND THE RIGHTS AND PRIVILEGES OF THE DIFFERENT CLASSES. |
| FORM 990, PART VI, SECTION A, LINE 7A: | THE INSTITUTE'S BYLAWS RESERVE THE POWER TO APPOINT AND/OR REMOVE THE INSTITUTE'S BOARD OF DIRECTORS TO THE JEWISH NATIONAL FUND. |
| FORM 990, PART VI, SECTION B, LINE 10B: | IN 2023 THERE WERE NO SEPARATE CHAPTERS OR AFFILIATES APART FROM THE ISRAELI BRANCH ESTABLISHED IN 1972. UPON ESTABLISHMENT, THE ISRAELI BRANCH ADOPTED THE SAME POLICIES AND PROCEDURES AS THE ORGANIZATION IN THE US - TO ENSURE ITS OPERATION IS CONSISTENT WORLDWIDE WITH THE ACTIVITIES IN ISRAEL MUCH LIKE THE ACTIVITIES IN THE US REPORTED TO THE ORGANIZATION'S GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11: | THE FORM 990 IS PREPARED BY A NATIONAL ACCOUNTING FIRM IN CONJUNCTION WITH AMIIE'S FINANCIAL DEPARTMENT. UPON COMPLETION, THE 990 IS REVIEWED AND AUTHORIZED BY THE ORGANIZATION'S AUDIT COMMITTEE CHAIR (AS A REPRESENTATIVE OF THE GOVERNING BODY) TOGETHER WITH THE ORGANIZATION'S FINANCIAL OFFICER. ONCE THE 990 IS FINALIZED, IT IS DISTRIBUTED TO THE FULL BOARD OF DIRECTORS FOR REVIEW BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C: | THE ORGANIZATION'S ADMINISTRATION DISTRIBUTES THE CONFLICT-OF-INTEREST POLICY TO BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES WITH INSTRUCTIONS TO SIGN FOR AUTHORIZATION AND RETURN THEM TO THE MAIN OFFICE. THE DIRECTOR OF OPERATIONS HAS BEEN INSTRUCTED TO REVIEW ALL SUBMITTED NOTICES AND TO IDENTIFY ANY CONFLICTS WHICH NEED TO BE REPORTED, CONSULTING WITH LEGAL COUNSEL, IF NECESSARY. THE DIRECTOR OF OPERATIONS HAS BEEN INSTRUCTED TO NOTIFY THE CHAIRMAN OF THE BOARD AND THE CO-EXECUTIVE DIRECTOR OF ANY CONFLICT SO THAT CONFLICTED INDIVIDUALS APPROPRIATELY RECUSE THEMSELVES FROM DISCUSSIONS AND VOTING ON MATTERS ON WHICH THEY HAVE A CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15: | THE COMPENSATION REVIEW & APPROVAL PROCESS INCLUDES A COMPARISON OF FORM 990 OF OTHER ORGANIZATIONS. COMPENSATION WAS DETAILED REVIEWED AND APPROVED BY THE ORGANIZATION'S BOARD OF DIRECTORS. BOARD DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN BOARD MINUTES. |
| FORM 990, PART VI, SECTION C, LINES 18 & 19: | AMIIE'S FORM 990 IS PUBLISHED ON THE INTERNET AT WWW.AMHSI.ORG (AS WELL AS WWW.GUIDESTAR.ORG) AND IS MADE AVAILABLE TO THE GENERAL PUBLIC AT AMIIE'S REGULAR PLACE OF BUSINESS. AMIIE, LIKEWISE, MAKES ITS FINANCIAL STATEMENTS AVAILABLE ONLINE AT WWW.AMHSI.ORG. UPON REQUEST, THE ORGANIZATION WILL MAKE AVAILABLE ONLY THOSE ADDITIONAL DOCUMENTS REQUIRED TO BE DISCLOSED UNDER THE PUBLIC INSPECTION LAWS. |
| Form 990, Part V, line 2a and Part VII, Section A: | THE EMPLOYEES REPORTED ON FORM 990, PART VII WERE COMPENSATED BY THE ISRAELI BRANCH FOR SERVICES PERFORMED OUTSIDE THE U.S. AND AS A RESULT, THEY DID NOT RECEIVE FORM W-2. |
| FORM 990, PART XI, LINE 9: | Change in value of beneficial interest in net assets held by Jewish National Fund................$1,703,682 Loss on Foreign Currency Translation.....................$ (193,061) Total....................................................$1,510,621 |
| Software ID: | |
| Software Version: |