THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA (EIN 13-3014387)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201703199349308175
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T12:25:22-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132781641 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mitchell & Titus LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Battery Park Plaza | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133014387 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Shalom Hartman Institute of North | BusinessNameLine1Txt |
| Business Name Line2 | America | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAL | BusinessNameControlTxt |
| Phone | 2122680300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Penn Plaza Suite 1606 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10119 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | YEHUDA KURTZER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2122680300 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Frederick E Davis Jr | PreparerPersonNm |
| PTIN | P00446023 | PTIN |
| Phone | 2127094500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 144.121.106.186 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-15 | IPDt |
| IP Tm | 12:16:50 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 64A0E5FB90F3977A44DCE43CB0E4B3B3C32ABC49 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | YEHUDA KURTZER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Penn Plaza Suite 1606 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,427,502 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SHALOMHARTMAN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | A PLURALISTIC CENTER OF RESEARCH AND EDUCATION DEEPENING & ELEVATING THE QUALITY OF JEWISH LIFE IN ISRAEL & NORTH AMERICA | ActivityOrMissionDesc |
| Voting Members Governing Body | 40 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 39 | VotingMembersIndependentCnt |
| Total Employee | 30 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,485,204 | PYContributionsGrantsAmt |
| CY Contributions Grants | $13,182,009 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $961,179 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $957,402 | CYProgramServiceRevenueAmt |
| PY Investment Income | $327,049 | PYInvestmentIncomeAmt |
| CY Investment Income | $451,503 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $11,773,432 | PYTotalRevenueAmt |
| CY Total Revenue | $14,590,914 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,250,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,250,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,419,464 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,645,041 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $680,616 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,887,229 | PYOtherExpensesAmt |
| CY Other Expenses | $2,941,272 | CYOtherExpensesAmt |
| PY Total Expenses | $10,556,693 | PYTotalExpensesAmt |
| CY Total Expenses | $12,836,313 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,216,739 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,754,601 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,804,388 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,926,358 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $309,656 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $389,194 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,494,732 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,537,164 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA IS A PLURALISTIC CENTER OF RESEARCH AND EDUCATION DEEPENING AND ELEVATING THE QUALITY OF JEWISH LIFE IN ISRAEL AND NORTH AMERICA. THROUGH OUR WORK WE ARE REDEFINING THE CONVERSATION ABOUT JUDAISM IN MODERNITY, RELIGIOUS PLURALISM, ISRAELI DEMOCRACY, ISRAEL AND WORLD JEWRY, AND THE RELATIONSHIP WITH OTHER FAITH COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,190,146 | ExpenseAmt |
| Revenue | $424,050 | RevenueAmt |
| Desc | NORTH AMERICAN COMMUNITY LEADERSHIP PROGRAM: THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA (SHINA) DEVELOPS STUDY PROGRAMS IN PARTNERSHIP WITH PROFESSIONAL AND LAY LEADERS AT MAJOR COMMUNAL ORGANIZATIONS PROVIDING CURRICULA, FACULTY, AND ONGOING COLLABORATIVE PARTNERSHIP TO BRING JEWISH VALUES-BASED DISCUSSIONS TO THE FOREFRONT. THROUGH SEMINARS AND TEXT-BASED STUDY PROGRAMS, SHINA CONVENES JEWISH ORGANIZATIONAL LEADERS TO ANIMATE A CULTURE OF LEARNING ABOUT MAJOR JEWISH QUESTIONS AFFECTING THEIR COMMUNITIES. CURRENTLY, PROGRAMMING IS FOCUSED IN BOSTON, CHICAGO, NEW YORK/NEW JERSEY, LOS ANGELES, SAN FRANCISCO, SEATTLE, AND TORONTO. AN ANNUAL WEEK-LONG SUMMER STUDY RETREAT IN JERUSALEM IS THE CAPSTONE TO THE LEADERSHIP PROGRAMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $817,458 | ExpenseAmt |
| Revenue | $319,920 | RevenueAmt |
| Desc | RABBINIC PROGRAMS: THROUGH HARTMAN RABBINIC PROGRAMS, RABBIS ENRICH THEIR TEXTUAL KNOWLEDGE, BROADEN THE RANGE OF IDEAS THEY ENCOUNTER, AND DEEPEN THEIR RELATIONSHIP WITH ISRAEL.THE RABBINIC LEADERSHIP INITIATIVE (RLI) IS A THREE-YEAR INTENSIVE FELLOWSHIP PROGRAM THAT IMMERSES RABBIS IN THE HIGHEST LEVEL OF JEWISH LEARNING, EQUIPPING THEM TO MEET CONTEMPORARY CHALLENGES WITH EVER-INCREASING INTELLECTUAL AND MORAL SOPHISTICATION. PARTICIPANTS SPEND A MONTH EACH SUMMER AND A WEEK EACH WINTER STUDYING AT THE HARTMAN INSTITUTE IN JERUSALEM. FIVE COHORTS OF MORE THAN 100 RABBIS OF ALL DENOMINATIONS HAVE COMPLETED RLI AND A SIXTH IS CURRENTLY UNDERWAY. OUR RABBINIC PROGRAMS ALSO INCLUDE WORK WITH RABBINICAL STUDENTS AND WITH RABBIS AND RABBINICAL STUDENTS IN THE CITIES WHERE THEY WORK.THE RABBINIC TORAH STUDY SEMINAR (RTS) IS AN ANNUAL TEN-DAY STUDY SEMINAR THAT BRINGS TOGETHER RABBIS OF ALL DENOMINATIONS TO STUDY AT THE HARTMAN INSTITUTE IN JERUSALEM TO ENGAGE IN THOUGHT-PROVOKING, PLURALISTIC STUDY THAT HELPS THEM TO ENHANCE THEIR SPIRITUALITY, GAIN NEW INSIGHTS, AND ENRICH THEIR CAPACITY TO INSPIRE AND MEET THE COMPLEX NEEDS OF THEIR COMMUNITIES WITH RENEWED ENERGY. THE SEMINAR IS COMPRISED OF LECTURES BY INSTITUTE SCHOLARS, SMALL GROUP LEARNING, AND ENCOUNTERS WITH LEADING THINKERS, ARTISTS, WRITERS AND LEADERS. THE RABBINICAL STUDENTS SEMINAR PROVIDES NORTH AMERICAN RABBINICAL STUDENTS OF ALL DENOMINATIONS WITH AN OPPORTUNITY TO ENGAGE IN JOINT STUDY WITH LEADING HARTMAN SCHOLARS DURING THEIR STUDY YEAR IN ISRAEL. THE PROGRAM FOCUSES ON STUDY OF TRADITIONAL AND CONTEMPORARY JEWISH AND ISRAELI SOURCES, CROSS-DENOMINATIONAL COMMUNITY BUILDING AND CULTIVATION OF RABBINIC IDENTITY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,479,534 | ExpenseAmt |
| Grant | $7,250,000 | GrantAmt |
| Revenue | $213,432 | RevenueAmt |
| Desc | IENGAGE: THE GOAL OF THE IENGAGE PROJECT IS TO CREATE A NEW NARRATIVE REGARDING THE SIGNIFICANCE OF ISRAEL FOR JEWISH LIFE. THIS NARRATIVE CAN SERVE AS A FOUNDATION FOR A NEW COVENANT BETWEEN ISRAEL AND WORLD JEWRY, ELEVATING THE EXISTING DISCOURSE FROM ONE WITH A CRISIS-BASED FOCUS TO ONE ROOTED IN JEWISH VALUES AND IDEAS.THE IENGAGE TEAM LED BY INTERNATIONALLY RENOWNED SCHOLARS IN THE FIELDS OF JEWISH STUDIES, MIDDLE EAST POLITICS AND HISTORY, DEVELOPS ROBUST AND EASY-TO-USE CURRICULA THAT PROVIDES A FRAMEWORK FOR ONGOING STUDY, ENRICHMENT AND INTELLECTUAL LEADERSHIP TRAINING TO EMPOWER EDUCATORS AND RABBIS TO LEAD VALUES-BASED DISCUSSIONS TAILORED TO THE NEEDS AND QUESTIONS OF THEIR COMMUNITIES.THE FOLLOWING ARE CURRENT PROGRAMS OF THE IENGAGE PROJECT:- IENGAGE HAS PRODUCED THREE VIDEO-BASED LECTURE SERIES (VLS) THAT ENABLE RABBIS AND EDUCATORS TO BRING A MORE SOPHISTICATED DISCOURSE AND CONVERSATION ABOUT ISRAEL INTO THEIR SYNAGOGUES AND SCHOOLS, AND TO CHALLENGE THE PREVAILING WISDOM THAT THERE CANNOT BE AN ETHICAL AND PLURALISTIC JEWISH CONVERSATION ABOUT ISRAEL. FOUNDATIONS FOR A NEW RELATIONSHIP AND TRIBES OF ISRAEL ARE BOTH AVAILABLE AND IN USE IN HUNDREDS OF COMMUNITIES ACROSS NORTH AMERICA. - THE HARTMAN FELLOWSHIP FOR CAMPUS PROFESSIONALS BRINGS TOGETHER COHORTS OF THE MOST TALENTED AND BEST-POSITIONED CAMPUS PROFESSIONALS FROM ACROSS NORTH AMERICA FOR STUDY AND DISCUSSION OF ISRAEL'S CENTRAL CHALLENGES. THE YEAR-LONG FELLOWSHIP TRAINS THIS SELECT GROUP OF LEADERS TO THINK IN VALUES-BASED TERMS ABOUT ISRAEL AS A CORE ELEMENT OF JEWISH LIFE AND PROVIDE THEM WITH A SET OF TOOLS TO HELP CULTIVATE SUBSTANTIVE, COMPELLING CONVERSATIONS ABOUT, AND EQUALLY SUBSTANTIVE AND COMPELLING RELATIONSHIPS WITH, ISRAEL. FELLOWS STUDY THE IENGAGE CURRICULUM THROUGH PEER-STUDY, LECTURES, DISCUSSIONS, FIELD TRIPS, AND WEEK-LONG SEMINARS AT THE HARTMAN INSTITUTE IN ISRAEL. THE FELLOWSHIP HAS EXPANDED TO ENGAGE DIRECTLY WITH STUDENTS THROUGH ON-CAMPUS SEMINARS AND A WEEK-LONG STUDY PROGRAM AT THE HARTMAN INSTITUTE IN JERUSALEM.THE MUSLIM LEADERSHIP INITIATIVE (MLI) INVITES EMERGING RELIGIOUS AND INTELLECTUAL MUSLIM LEADERS IN THE UNITED STATES INCLUDING CLERGY, CHAPLAINS, JOURNALISTS, ACADEMICS, ENTREPRENEURS AND CULTURAL FIGURES - TO EXPLORE HOW JEWS UNDERSTAND JUDAISM, ISRAEL, AND JEWISH PEOPLEHOOD. THROUGH A RIGOROUS ACADEMIC CURRICULUM ENTITLED "ENCOUNTERING ISRAEL: FOUNDATIONS OF PEOPLEHOOD AND FAITH," MLI PARTICIPANTS EXPAND THEIR CRITICAL UNDERSTANDING OF THE COMPLEX RELIGIOUS, POLITICAL, AND SOCIOECONOMIC ISSUES FACING PEOPLE IN ISRAEL AND PALESTINE. CONDUCTED OVER A 13-MONTH PERIOD, THE PROGRAM COMPRISES AN ORIENTATION SESSION, TWO SEMINARS IN JERUSALEM, MID-YEAR RETREATS IN NORTH AMERICA, AND MONTHLY LONG-DISTANCE LEARNING.- THE CHRISTIAN LEADERSHIP INITIATIVE (CLI) IS A COMPREHENSIVE, YEAR-LONG STUDY PROGRAM RUN IN PARTNERSHIP WITH THE AMERICAN JEWISH COMMITTEE THAT INTRODUCES PROMINENT CHRISTIAN LEADERS IN NORTH AMERICA TO THE RICH TAPESTRY OF CONTEMPORARY JUDAISM AND ISRAELI SOCIETY. THE CORE CURRICULUM IS UNIQUELY SHAPED FOR CHRISTIAN LEADERS AND FOCUSES ON CENTRAL IDEAS OF JEWISH ETHICS AND FAITH, THE DIVERSE IDEOLOGIES AND PRACTICES OF CONTEMPORARY JEWRY, THE MEANING OF ISRAEL FOR WORLD JEWRY, THE FOUNDATIONS OF RELIGIOUS PLURALISM AND INTERRELIGIOUS STUDIES. THE PROGRAM BEGINS AND ENDS WITH A TEN-DAY SEMINAR AT THE HARTMAN INSTITUTE IN JERUSALEM AS WELL AS A MID-YEAR SEMINAR AND BIWEEKLY VIDEO CONFERENCE STUDY IN THE US.- THE IENGAGE SUMMER INTERNSHIP PROGRAM BRINGS TOGETHER A SELECT GROUP OF UNDERGRADUATE STUDENTS TO LIVE AND LEARN FOR 6 WEEKS IN JERUSALEM. STUDENTS WORK AS RESEARCH ASSISTANTS FOR FELLOWS AT THE KOGOD RESEARCH CENTER FOR CONTEMPORARY JEWISH THOUGHT AND PARTICIPATE IN SEMINARS BUILT AROUND THE HARTMAN INSTITUTE IENGAGE CURRICULUM. STUDENTS ENGAGE DEEPLY AND SUBSTANTIVELY WITH ISRAEL BY GAINING EXPOSURE TO NEW LANGUAGE AND METHODOLOGIES WITH WHICH TO EXPRESS THEIR RELATIONSHIP WITH ISRAEL. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $11,487,138 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 51 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 30 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 40 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 39 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RACHEL J ROSENFIELD | PersonNm |
| Phone | 2122680300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA SUITE 1606 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10119 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (49 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JACQUIE BAYLEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL S BERGER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MATT BERLER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LLOYD E COTSEN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STACY S DICK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RAE FINEGOOD | ||||||||
| DIRECTOR (TERM 2016) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RAYMOND FINK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LARAINE FISCHER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOEL L FLEISHMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR ANITA FRIEDMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR SIDNEY G FRIEDMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD FRIEND | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES H GOODMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ETHAN HORWITZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PETER A JOSEPH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD KAUFMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SYLVIA KAUFMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| AMY B KLEIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT P KOGOD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STUART KOGOD | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GORDON LAFER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD MELTZER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BERNIE PLUM | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAN RUBIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBBIE SAIDOFF | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NATY SAIDOFF | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID SCHNELL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RONALD A SEDLEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA SEGAL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALAYNE SULKIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT M SULKIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROSELYNE C SWIG | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOEL D TAUBER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHELLEY TAUBER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PHILLIP WACHS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ERIC ZAHLER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN GANTZ ZAHLER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GERALD ZOLDAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARSHALL S ZOLLA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANGELICA BERRIE | ||||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ALAN A FISCHER | ||||||||
| BOARD TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JARED L KURTZER | ||||||||
| PRESIDENT | 45.00 | $233,366 | $0 | $14,838 | Yes (X) | |||
| RACHEL J ROSENFIELD | ||||||||
| EXEC. VICE PRESIDENT | 45.00 | $193,873 | $0 | $16,919 | Yes (X) | |||
| BARBARA A BIRCH | ||||||||
| VP, DEVELOPMENT | 45.00 | $192,373 | $0 | $9,863 | Yes (X) | |||
| DONNIEL HARTMAN | ||||||||
| SENIOR FACULTY | 45.00 | $202,987 | $0 | $19,495 | Yes (X) | |||
| MARC A WOLF | ||||||||
| VP, EAST COAST | 45.00 | $186,849 | $0 | $26,044 | Yes (X) | |||
| LAUREN E BERKUN | ||||||||
| DIR RABBINIC & SYNAGOGUE PROGRAMS | 45.00 | $156,000 | $0 | $489 | Yes (X) | |||
| ELANA Y STEIN | ||||||||
| DIRECTOR LEADERSHIP EDUCATION | 45.00 | $153,750 | $0 | $489 | Yes (X) | |||
| DALIT B HORN | ||||||||
| DIRECTOR OF PROGRAM ADMINISTRATION | 45.00 | $125,039 | $0 | $474 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,444,237 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $88,611 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $13,182,009 | AllOtherContributionsAmt |
| Noncash Contributions | $766,459 | NoncashContributionsAmt |
| Total Contributions | $13,182,009 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| REGISTRATION FEES | 611600 | $889,223 | $889,223 |
| EDUCATIONAL MATERIAL | 611600 | $68,179 | $68,179 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $957,402 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $363,857 | TotalRevenueColumnAmt |
| Exclusion | $363,857 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,924,234 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,836,588 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $87,646 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $87,646 | TotalRevenueColumnAmt |
| Exclusion | $87,646 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,590,914 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $957,402 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $451,503 | ExclusionAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,250,000 | TotalAmt |
| Program Services | $7,250,000 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,645,041 | TotalAmt |
| Program Services | $1,895,094 | ProgramServicesAmt |
| Management And General | $250,886 | ManagementAndGeneralAmt |
| Fundraising | $499,061 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,111 | TotalAmt |
| Management And General | $22,111 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,391 | TotalAmt |
| Management And General | $49,391 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,219 | TotalAmt |
| Management And General | $32,219 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,309 | TotalAmt |
| Management And General | $149,309 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,282 | TotalAmt |
| Program Services | $19,449 | ProgramServicesAmt |
| Fundraising | $36,833 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,521 | TotalAmt |
| Program Services | $84,518 | ProgramServicesAmt |
| Management And General | $49,016 | ManagementAndGeneralAmt |
| Fundraising | $22,987 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $406,134 | TotalAmt |
| Program Services | $313,762 | ProgramServicesAmt |
| Management And General | $30,188 | ManagementAndGeneralAmt |
| Fundraising | $62,184 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $478,992 | TotalAmt |
| Program Services | $373,549 | ProgramServicesAmt |
| Management And General | $56,427 | ManagementAndGeneralAmt |
| Fundraising | $49,016 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $848,012 | TotalAmt |
| Program Services | $824,115 | ProgramServicesAmt |
| Management And General | $23,897 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,108 | TotalAmt |
| Program Services | $42,881 | ProgramServicesAmt |
| Management And General | $4,323 | ManagementAndGeneralAmt |
| Fundraising | $8,904 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,276 | TotalAmt |
| Program Services | $7,853 | ProgramServicesAmt |
| Management And General | $792 | ManagementAndGeneralAmt |
| Fundraising | $1,631 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| FACULTY AND FELLOWSHIPS | $583,557 | $583,557 |
| EDUCATIONAL MATERIALS | $92,360 | $92,360 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,836,313 | TotalAmt |
| Program Services | $11,487,138 | ProgramServicesAmt |
| Management And General | $668,559 | ManagementAndGeneralAmt |
| Fundraising | $680,616 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,725,279 | BOYAmt |
| EOY | $1,881,002 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,188 | BOYAmt |
| EOY | $57,387 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,115,675 | BOYAmt |
| EOY | $4,724,495 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,319 | BOYAmt |
| EOY | $111,663 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $276,637 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $144,355 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,217 | BOYAmt |
| EOY | $132,282 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,139,006 | BOYAmt |
| EOY | $3,046,603 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,590,704 | BOYAmt |
| EOY | $5,972,926 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,804,388 | BOYAmt |
| EOY | $15,926,358 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $236,276 | BOYAmt |
| EOY | $321,822 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,380 | BOYAmt |
| EOY | $67,372 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,656 | BOYAmt |
| EOY | $389,194 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,593,767 | BOYAmt |
| EOY | $1,284,852 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,730,665 | BOYAmt |
| EOY | $12,033,862 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,170,300 | BOYAmt |
| EOY | $2,218,450 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,494,732 | BOYAmt |
| EOY | $15,537,164 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,804,388 | BOYAmt |
| EOY | $15,926,358 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,754,601 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $287,831 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,970,092 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,662,038 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,144,915 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,485,204 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,182,009 | CurrentTaxYearAmt |
| Total | $48,444,258 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,970,092 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,662,038 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,144,915 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,485,204 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,182,009 | CurrentTaxYearAmt |
| Total | $48,444,258 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $23,322,996 | SubstantialContributorsTotAmt |
| Public Support Total170 | $25,121,262 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $136,035 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $229,182 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $465,672 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $364,065 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $363,857 | CurrentTaxYearAmt |
| Total | $1,558,811 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $50,003,069 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,997,329 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.50240 | PublicSupportCY170Pct |
| Public Support PY170 | 0.48200 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,559,410 | BeginningYearBalanceAmt |
| Contributions | $500,000 | ContributionsAmt |
| Investment Earnings Or Losses | $575,156 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $833,487 | OtherExpendituresAmt |
| End Year Balance | $6,801,079 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,616,053 | BeginningYearBalanceAmt |
| Contributions | $500,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$221,115 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $335,528 | OtherExpendituresAmt |
| End Year Balance | $6,559,410 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,459,937 | BeginningYearBalanceAmt |
| Contributions | $500,000 | ContributionsAmt |
| Investment Earnings Or Losses | $298,825 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $642,709 | OtherExpendituresAmt |
| End Year Balance | $6,616,053 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,366,057 | BeginningYearBalanceAmt |
| Contributions | $500,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,124,471 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $530,591 | OtherExpendituresAmt |
| End Year Balance | $6,459,937 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $105,583 | OtherCostOrOtherBasisAmt |
| Depreciation | $69,400 | DepreciationAmt |
| Book Value | $36,183 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $130,185 | OtherCostOrOtherBasisAmt |
| Depreciation | $52,602 | DepreciationAmt |
| Book Value | $77,583 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $40,869 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,353 | DepreciationAmt |
| Book Value | $18,516 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $132,282 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| BENEFICIAL INTEREST IN PERPETUAL TRUST | $2,218,450 | F |
| FIXED INCOME MUTUAL FUND | $3,751,597 | F |
| INVESTMENT IN PARTNERSHIPS | $2,879 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,972,926 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,925,322 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $287,831 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $46,577 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $334,408 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,590,914 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,590,914 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,882,890 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $46,577 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $46,577 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,836,313 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,836,313 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | ENDOWMENT ASSETS FOR THE TERM ENDOWMENT FUND ARE APPROPRIATED FOR EXPENDITURE BY THE INSTITUTE'S BOARD OF DIRECTORS BASED ON PROGRAM NEEDS AND THE TERMS OF THE GIFT INSTRUMENT. LONG-TERM EXPECTED RETURNS ON ENDOWMENT ASSETS AND THE DURATION OF THE ENDOWMENT FUND ARE CONSIDERED IN DETERMINING APPROPRIATIONS FOR EXPENDITURE. |
| Part X, Line 2: | ALL SIGNIFICANT TAX POSITIONS HAVE BEEN CONSIDERED BY MANAGEMENT AND IT HAS BEEN DETERMINED THAT ALL TAX POSITIONS WOULD BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION IN THE ACCOMPANYING FINANCIAL STATEMENTS OR FURTHER DISCLOSURE IN THE NOTES TO THE FINANCIAL STATEMENTS. THE INSTITUTE IS REQUIRED TO FILE FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX). THE INSTITUTE IS SUBJECT TO AUDITS BY TAXING JURISDICTIONS; HOWEVER, NO AUDITS FOR ANY PERIODS ARE CURRENTLY IN PROGRESS. MANAGEMENT BELIEVES THAT THE INSTITUTE IS NO LONGER SUBJECT TO SUCH AUDITS FOR YEARS PRIOR TO 2013 UNDER FEDERAL AND STATE TAX JURISDICTIONS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (11 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, | 0 | 1 | GRANTMAKING | $7,250,000 | |
| Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, | 0 | 0 | BOARD MEETINGS | ||
| Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, | 0 | 0 | PROGRAM SERVICES | $2,640 | CHRISTIAN LEADERSHIP INITIATIVE |
| Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, | 0 | 0 | PROGRAM SERVICES | $36,987 | COMMUNITY LEADERSHIP PROGRAM |
| Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, | 0 | 0 | PROGRAM SERVICES | $142,733 | HARTMAN FELLOWSHIP FOR CAMPUS PROFESSIONALS |
| Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, | 0 | 0 | PROGRAM SERVICES | $27,063 | IENGAGE VIDEO LECTURE SERIES |
| Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, | 0 | 0 | PROGRAM SERVICES | $102,774 | MUSLIM LEADERSHIP INITIATIVE |
| Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, | 0 | 0 | PROGRAM SERVICES | $172,954 | RABBINIC LEADERSHIP INITIATIVE |
| Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, | 0 | 0 | PROGRAM SERVICES | $30,997 | RABBINIC TORAH STUDY SEMINAR |
| North America - Canada and Mexico, but not the United States | 0 | 0 | PROGRAM SERVICES | $17,335 | COMMUNITY LEADERSHIP PROGRAM |
| Middle East and North Africa | 0 | 0 | PROGRAM SERVICES | $9,706 | PHILOSOPHY CONFERENCE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $7,735,151 | SubtotalSpentAmt |
| Continuation Spent | $58,038 | ContinuationSpentAmt |
| Total Spent | $7,793,189 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, | RegionTxt |
| Purpose Of Grant | IENGAGE | PurposeOfGrantTxt |
| Cash Grant | $7,250,000 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | SHALOM HARTMAN INSTITUTE OF NORTH AMERICA ("SHI-NA") REQUIRES SHALOM HARTMAN INSTITUTE ("SHI") TO APPLY FOR GRANTS FOR SPECIFIC PROJECTS THAT THE INSTITUTE PLANS TO UNDERTAKE AND APPROVES EACH PROJECT AND THE AMOUNT OF FUNDS TO BE GRANTED INDIVIDUALLY FOR EACH PROJECT. FOR EACH PROJECT, "SHI" SUBMITS AN APPLICATION TO SHALOM HARTMAN INSTITUTE OF NORTH AMERICA AND SPECIFIES WHAT PROJECT "SHI" PLANS TO UNDERTAKE WITH THE FUNDS RECEIVED AS WELL AS THE AMOUNT OF FUNDS THAT WOULD BE REQUIRED TO COMPLETE THE PROJECT. THE APPLICATION STATES HOW THE FUNDS RECEIVED WILL BE ALLOCATED TO THE DIFFERENT PARTS OF THE PROJECT. THE GRANT REQUESTS ARE PRESENTED TO THE BOARD OF DIRECTORS FOR ITS APPROVAL. THE BOARD MAINTAINS A WRITTEN RECORD OF ITS APPROVAL BY EXECUTING A WRITTEN RESOLUTION OF THE BOARD OF DIRECTORS APPROVING THE GRANT. THE APPROVAL IS BASED ON ITS CONCLUSION THAT THE PROJECT IS IN FURTHERANCE OF "SHI-NA'S" OWN CHARITABLE PURPOSES. ON AN ANNUAL BASIS, THE BOARD MEETS TO REVIEW AND APPROVE GRANT APPLICATIONS SUBMITTED BY "SHI". THE TRANSFER OF FUNDS TO "SHI" IS AUTHORIZED AND COMPLETED UPON APPROVAL OF THE APPLICATION. "SHI-NA AND "SHI" EXECUTE A GRANT AGREEMENT that SPELLS OUT THE terms and conditions of the grants. THIS INCLUDES A PERIODIC ACCOUNTING TO SHOW HOW THE FUNDS WERE USED. |
| Part I, line 3: | EXPENDITURES BY REGION AND ACTIVITY ARE BASED ON THE ORGANIZATION'S BOOKS AND RECORDS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Written Policy Ref T And E Expnss | 0 | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JARED L KURTZER | ||||||||||||||
| PRESIDENT | $230,909 | $0 | $0 | $0 | $2,457 | $0 | $0 | $0 | $14,838 | $0 | $248,204 | $0 | $0 | $0 |
| RACHEL J ROSENFIELD | ||||||||||||||
| EXEC. VICE PRESIDENT | $192,724 | $0 | $0 | $0 | $1,149 | $0 | $0 | $0 | $16,919 | $0 | $210,792 | $0 | $0 | $0 |
| BARBARA A BIRCH | ||||||||||||||
| VP, DEVELOPMENT | $191,674 | $0 | $0 | $0 | $699 | $0 | $0 | $0 | $9,863 | $0 | $202,236 | $0 | $0 | $0 |
| DONNIEL HARTMAN | ||||||||||||||
| SENIOR FACULTY | $202,987 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $19,495 | $0 | $222,482 | $0 | $0 | $0 |
| MARC A WOLF | ||||||||||||||
| VP, EAST COAST | $185,210 | $0 | $0 | $0 | $1,639 | $0 | $0 | $0 | $26,044 | $0 | $212,893 | $0 | $0 | $0 |
| LAUREN E BERKUN | ||||||||||||||
| DIR RABBINIC & SYNAGOGUE PROGRAMS | $156,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $489 | $0 | $156,489 | $0 | $0 | $0 |
| ELANA Y STEIN | ||||||||||||||
| DIRECTOR LEADERSHIP EDUCATION | $152,168 | $0 | $0 | $0 | $1,582 | $0 | $0 | $0 | $489 | $0 | $154,239 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | TRAVEL FOR COMPANIONS IS PROVIDED TO THE PRESIDENT OF THE ORGANIZATION, ONLY IN LIMITED CIRCUMSTANCES AND TYPICALLY ONLY ONCE PER ANNUM, WHEN EXTENDED OVERSEAS BUSINESS TRAVEL IS REQUIRED FOR AT LEAST FOUR WEEKS. TOTAL TRAVEL EXPENSE FOR COMPANIONS INCLUDING AIRFARE, HOTEL AND MEALS IS GENERALLY LESS THAN $5,000. |
| Part I, Line 3 | THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SETS AND REVIEWS THE COMPENSATION OF THE PRESIDENT BY AN EMPLOYMENT AGREEMENT WHICH IS BASED ON INDUSTRY STANDARDS. THE LAST REVIEW HAPPENED IN 2014. PERSONS WITH A CONFLICT OF INTEREST REGARDING THE COMPENSATION ARRANGEMENT ARE NOT INVOLVED. COMPENSATION IS BASED ON COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VORNADO OFFICE MANAGEMENT LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | COMMON BOARD MEMBER - ROBERT KOGOD | RelationshipDescriptionTxt |
| Transaction | $391,836 | TransactionAmt |
| Transaction | OFFICE RENT | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $766,459 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | selling price | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 32b: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION USES A BROKERAGE FIRM TO SELL THE CONTRIBUTED STOCK WHEN RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | THE FOLLOWING BOARD MEMBERS HAVE A FAMILIAL RELATIONSHIP: (1) ALAN A FISCHER AND LARAINE FISCHER (2) RICHARD KAUFMAN AND SYLVIA KAUFMAN (3) ROBERT P. KOGOD AND STUART KOGOD (4) NATY SAIDOFF AND DEBBIE SAIDOFF (5) ROBERT SULKIN AND ALAYNE SULKIN (6) JOEL D. TAUBER AND SHELLEY TAUBER (7) ERIC ZAHLER AND KAREN GANTZ ZAHLER |
| Form 990, Part VI, Section B, line 11b | PRIOR TO FILING, THE FORM 990 IS REVIEWED BY THE GLOBAL CFO OF SHI, EXECUTIVE VICE PRESIDENT, OPERATIONS MANAGER, AND FINANCE CONSULTANT. ONCE APPROVED, THE COMPLETE FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE FOR REVIEW, |
| Form 990, Part VI, Section B, line 12c | SHINA HAS A CONFLICT OF INTEREST POLICY WHICH COVERS OFFICERS, DIRECTORS, AND KEY EMPLOYEES OF THE ORGANIZATION, AND THEIR FAMILY MEMBERS WHO HAVE A DIRECT OR INDIRECT FINANCIAL INTEREST IN THE COMPANY ABOVE $100. THE POLICY REQUIRES THE DISCLOSURE OF POTENTIAL CONFLICTS OF INTEREST TO THE AUDIT COMMITTEE. AFTER DISCLOSURE, THE INTERESTED PARTY WILL BE NOT BE PRESENT AT OR OTHERWISE PARTICIPATE IN THE DELIBERATIONS OR VOTING OF THE AUDIT COMMITTEE ABOUT THE POTENTIAL CONFLICT OF INTEREST. ANY CONFLICTS OF INTEREST ARE SHOWN IN THE FINANCIAL REPORTS. |
| Form 990, Part VI, Section B, line 15 | THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SETS AND REVIEWS THE COMPENSATION OF THE PRESIDENT BY AN EMPLOYMENT AGREEMENT WHICH IS BASED ON INDUSTRY STANDARDS. THE LAST REVIEW HAPPENED IN 2014. PERSONS WITH A CONFLICT OF INTEREST REGARDING THE COMPENSATION ARRANGEMENT ARE NOT INVOLVED. COMPENSATION IS BASED ON COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE PRESIDENT SETS THE SALARY OF THE EXECUTIVE VICE PRESIDENT ACCORDING TO INDUSTRY STANDARDS AND COMPARABLE COMPENSATION, AND THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS APPROVES THE SALARY. THE LATEST REVIEW OF THE SALARY OF THE EXECUTIVE VICE PRESIDENT TOOK PLACE IN 2015. TOGETHER THE PRESIDENT AND EXECUTIVE VICE PRESIDENT SET THE SALARIES OF OTHER KEY AND HIGHLY COMPENSATED EMPLOYEES BASED ON COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS. THE LAST REVIEW OF THESE SALARIES TOOK PLACE IN 2014. |
| Form 990, Part VI, Section C, line 19 | THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND ARE ALSO AVAILABLE UPON REQUEST. |