THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA (EIN 13-3014387)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202523169349307432
- Schema version
- 2024v5.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T15:28:25-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113066459 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CERINI & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3340 VETERANS MEMORIAL HWY | AddressLine1Txt |
| City | BOHEMIA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11716 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | BusinessNameLine1Txt |
| Business Name Line2 | NORTH 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 | 475 RIVERSIDE DRIVE 1800 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | YEHUDA KURTZER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2122680300 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAHNAZ CAVALLUZZI | PreparerPersonNm |
| PTIN | P01549344 | PTIN |
| Phone | 6315821600 | PhoneNum |
| Preparation | 2025-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | 475 RIVERSIDE DRIVE 1800 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,845,958 | 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 AND ELEVATING THE QUALITY OF JEWISH LIFE IN ISRAEL AND NORTH AMERICA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 152 | TotalEmployeeCnt |
| Total Volunteers | 33 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $33,730,835 | PYContributionsGrantsAmt |
| CY Contributions Grants | $23,545,965 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $373,100 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $832,409 | CYProgramServiceRevenueAmt |
| PY Investment Income | $399,409 | PYInvestmentIncomeAmt |
| CY Investment Income | $467,584 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $34,503,344 | PYTotalRevenueAmt |
| CY Total Revenue | $24,845,958 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,016,250 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $10,570,050 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,294,613 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,636,120 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,082,436 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,828,149 | PYOtherExpensesAmt |
| CY Other Expenses | $9,536,132 | CYOtherExpensesAmt |
| PY Total Expenses | $25,139,012 | PYTotalExpensesAmt |
| CY Total Expenses | $29,742,302 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,364,332 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,896,344 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $43,446,191 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,775,226 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,883,109 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,584,628 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $41,563,082 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $37,190,598 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE SHALOM HARTMAN INSTITUTE (SHI) IS A LEADING RESEARCH AND EDUCATIONAL CENTER SERVING ISRAEL AND WORLD JEWRY. WE WORK TO ENRICH THE MORAL AND SPIRITUAL LIFE OF ISRAEL AND THE JEWISH PEOPLE, DEEPEN THE COMMITMENT TO PLURALISM AND ISRAEL'S JEWISH AND DEMOCRATIC CHARACTER, AND REBUILD THE COVENANT BETWEEN ISRAEL AND THE JEWISH WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $26,168,934 | ExpenseAmt |
| Grant | $10,570,050 | GrantAmt |
| Revenue | $832,409 | RevenueAmt |
| Desc | 1) THE KOGOD RESEARCH CENTER FOR CONTEMPORARY JEWISH THOUGHT FUELS THE CUTTING-EDGE SCHOLARSHIP THAT INFORMS EDUCATIONAL PROGRAMS, SEMINARS, PODCASTS, AND ARTICLES EMPOWERING LEADERS TO LEAD WITH COURAGE, CONVICTION, AND COMPASSION ON COMPLEX ISSUES RELATED TO ISRAEL AND THE JEWISH PEOPLE. THE RESEARCH CENTER BRINGS TOGETHER SCHOLARS IN NORTH AMERICA AND ISRAEL WHO ARE SHAPING TODAY'S JEWISH DISCOURSE AND WHOSE IDEAS INFLUENCE THE ENTIRE SPHERE OF THE INSTITUTE'S WORK. SEE SCHEDULE O FOR THE CONTINUATION.1) CONTINUED: THE GLOBAL IENGAGE SEMINAR TACKLES QUESTIONS SUCH AS HOW NORTH AMERICAN JEWS RELATE TO ISRAEL AND JEWISH PEOPLEHOOD, AND NORTH AMERICAN SEMINARS ADDRESS TOPICS LIKE HOW AMERICAN JEWS CAN CONTRIBUTE TO THE STRENGTHENING OF CIVIC LIFE.2) NATIONAL PROGRAMS - IN OUR REGIONS, THE INSTITUTE ENGAGES PROFESSIONAL AND LAY LEADERS AT MAJOR COMMUNAL ORGANIZATIONS THROUGHOUT NORTH AMERICA, PROVIDING CURRICULA, FACULTY, AND ONGOING COLLABORATIVE PARTNERSHIPS. OUR SCHOLARS AND FACULTY TEACH IN CITIES ACROSS NORTH AMERICA, AT SYNAGOGUES, ON COLLEGE CAMPUSES, AND IN COMMUNITY CENTERS, BROADENING OUR REACH AND ENGAGING TENS OF THOUSANDS OF LEADERS AND LEARNERS WITH HARTMAN IDEAS.NATIONAL PROGRAMS TARGET SPECIFIC GROUPS OF JEWISH LEADERS ACROSS NORTH AMERICA:---RABBINIC LEADERSHIP PROGRAMS TRANSFORM NORTH AMERICAN JUDAISM BY EQUIPPING RABBIS TO BECOME THOUGHT LEADERS WHO CAN BETTER COMMUNICATE, EDUCATE, AND LEAD COURAGEOUSLY ON THE ISSUES FACING JUDAISM, JEWISH PEOPLEHOOD, AND ISRAEL IN THE 21ST CENTURY. THESE PROGRAMS ALSO ENRICH THE LIVES AND CAREERS OF RABBIS BY NURTURING AND INSPIRING THEM WITH A SENSE OF RENEWED PURPOSE, MEANING, AND A COMMUNITY OF RABBINIC CONFIDANTS AND INTELLECTUAL PARTNERS. LEADERSHIP PROGRAMS INCLUDE RABBINIC LEADERSHIP INITIATIVE (RLI),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, RABBINIC TORAH SEMINAR (RTS), AN ANNUAL TEN-DAY IMMERSIVE STUDY PROGRAM AT THE HARTMAN INSTITUTE IN JERUSALEM THAT BRINGS TOGETHER RABBIS OF ALL DENOMINATIONS , AND RABBANUT NORTH AMERICA, AN ORDINATION PROGRAM TO TRAIN VISIONARY LEADERS IN THE JEWISH TEXTS, IDEAS, AND SKILLS THEY NEED TO LEAD THE NORTH AMERICAN JEWISH COMMUNITY AS CUTTING-EDGE RABBIS. --- WELLSPRING OFFERS A GROWING SUITE OF EDUCATIONAL INITIATIVES FOR YOUNG JEWS BETWEEN THE AGES OF 1525 AS WELL AS THE PROFESSIONALS, EDUCATORS, AND INSTITUTIONS THAT SERVE THEM ON COLLEGE CAMPUSES, DAYS SCHOOLS, SUMMER CAMPS, CONGREGATIONAL SCHOOLS, AND YOUTH GROUPS. KEY PROGRAMS INCLUDE THE HARTMAN TEEN FELLOWSHIP, A LEADERSHIP PROGRAM FOR HIGH SCHOOL STUDENTS COMBINING JEWISH IDEAS, IDENTITY, COMMUNITY, AND MENTORSHIP; THE HEVRUTA GAP-YEAR PROGRAM, WHERE NORTH AMERICANS AND ISRAELIS SPEND A YEAR IN JERUSALEM BLENDING STUDY, COMMUNITY, AND LEADERSHIP; AND THE WELLSPRING SUMMIT FOR EDUCATORS, BRINGING TOGETHER LEADERS FROM ACROSS THE EDUCATIONAL LANDSCAPE TO LEARN, CONNECT, AND THINK CREATIVELY AND CONSTRUCTIVELY ABOUT JEWISH EDUCATION. --- HARTMAN DIGITAL IS SHAPING THE PUBLIC DISCOURSE ACROSS MULTIPLE MEDIA PLATFORMS, PROVIDING LEADERS AND CHANGE AGENTS WITH THE IDEAS AND INSIGHTS THEY NEED TO LEAD WITH COURAGE. THROUGH WORLD-CLASS CONTENT ON DIGITAL PLATFORMS INCLUDING PODCASTS, VIDEOS, ON SOCIAL MEDIA INCLUDING INSTAGRAM, FACEBOOK, AND YOUTUBE AND PRINT MEDIA SUCH AS SOURCES: A JOURNAL OF JEWISH IDEAS, WE ARE PROVIDING CONTEXT AND FRAMING, AND OFFERING CLARITY AND MORAL VISION ABOUT THE ISSUES THAT MATTER MOST. | Desc |
| Total Program Service Expenses | $26,168,934 | 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 |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | 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 | 92 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 152 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | 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 | Yes (1) | 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 | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RACHEL J ROSENFIELD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2122680300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 RIVERSIDE DRIVE 1800 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10115 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| ABIGAIL POGREBIN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALAYNE SULKIN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALEXANDRA BAR-COHEN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| AMY KLEIN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANGELICA BERRIE | |||||||||
| CHAIR, SHI | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BARBARA SEGAL | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| BILL BENJAMIN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAN RUBIN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID SCHNELL | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DIANA ANDERSON | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DONALD MELTZER | |||||||||
| CHAIR, SHINA | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR ANITA FRIEDMAN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR RAY FINK | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| DR SIDNEY FRIEDMAN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ERIC ZAHLER | |||||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| GORDON LAFER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GREG KAUFMAN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| HOWARD ZACK | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JACQUIE BAYLEY | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JAN POPKIN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOEL TAUBER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARSHALL ZOLLA | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MATT BERLER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| NATHALIE RUBENS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ORLI RINAT | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PETER JOSEPH | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| PHILIP WACHS | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT GILBERT | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT SULKIN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROSELYNE SWIG | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SANDRA DI CAPUA | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| SHELLEY TAUBER | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| STUART KOGOD | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| RACHEL JACOBY ROSENFIELD | |||||||||
| CEO | 40.00 | $327,863 | $0 | $54,558 | Yes (X) | ||||
| YEHUDA KURTZER | |||||||||
| PRESIDENT | 40.00 | $479,310 | $0 | $122,584 | Yes (X) | ||||
| DONNIEL HARTMAN | |||||||||
| EXECUTIVE CHAIR | 40.00 | $405,140 | $0 | $96,927 | Yes (X) | ||||
| ELANA STEIN | |||||||||
| ROSH BEIT MIDRASH | 40.00 | $203,368 | $0 | $17,073 | Yes (X) | ||||
| ELIOT GOLDSTEIN | |||||||||
| SENIOR VICE PRESIDENT, INS | 40.00 | $293,499 | $0 | $25,265 | Yes (X) | ||||
| JUSTUS BAIRD | |||||||||
| SENIOR VICE PRESIDENT OF N | 40.00 | $243,197 | $0 | $46,348 | Yes (X) | ||||
| LAUREN BERKUN | |||||||||
| VICE PRESIDENT, RABBINIC I | 40.00 | $224,117 | $0 | $16,116 | Yes (X) | ||||
| TILLY SHEMER | |||||||||
| SENIOR VICE PRESIDENT OF WELLSPRING | 40.00 | $233,341 | $0 | $11,982 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,409,835 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $390,853 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 | $23,545,965 | AllOtherContributionsAmt |
| Total Contributions | $23,545,965 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| REGISTRATION FEES | 611600 | $829,909 | $829,909 |
| EDUCATIONAL MATERIALS | 611600 | $2,500 | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $832,409 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $467,584 | TotalRevenueColumnAmt |
| Exclusion | $467,584 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,845,958 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $832,409 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $467,584 | ExclusionAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,570,050 | TotalAmt |
| Program Services | $10,570,050 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,212,313 | TotalAmt |
| Program Services | $869,932 | ProgramServicesAmt |
| Management And General | $121,794 | ManagementAndGeneralAmt |
| Fundraising | $220,587 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,304,190 | TotalAmt |
| Program Services | $5,431,018 | ProgramServicesAmt |
| Management And General | $733,812 | ManagementAndGeneralAmt |
| Fundraising | $1,139,360 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $652,970 | TotalAmt |
| Program Services | $483,101 | ProgramServicesAmt |
| Management And General | $65,600 | ManagementAndGeneralAmt |
| Fundraising | $104,269 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $466,647 | TotalAmt |
| Program Services | $345,250 | ProgramServicesAmt |
| Management And General | $46,881 | ManagementAndGeneralAmt |
| Fundraising | $74,516 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,492 | TotalAmt |
| Program Services | $85,729 | ProgramServicesAmt |
| Management And General | $297,763 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $489,938 | TotalAmt |
| Program Services | $57,954 | ProgramServicesAmt |
| Fundraising | $431,984 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,120,769 | TotalAmt |
| Program Services | $844,413 | ProgramServicesAmt |
| Management And General | $205,798 | ManagementAndGeneralAmt |
| Fundraising | $70,558 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,511 | TotalAmt |
| Fundraising | $10,511 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,948 | TotalAmt |
| Program Services | $142,013 | ProgramServicesAmt |
| Management And General | $19,284 | ManagementAndGeneralAmt |
| Fundraising | $30,651 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| SEMINARS AND EVENT COST | $3,902,346 | $3,902,346 |
| CONFERENCES AND ACTIVIT | $2,429,950 | $2,429,950 |
| LOSS ON DISPOSAL | $544,617 | $544,617 |
| FACULTY AND FELLOWSHIPS | $462,561 | $462,561 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,742,302 | TotalAmt |
| Program Services | $26,168,934 | ProgramServicesAmt |
| Management And General | $1,490,932 | ManagementAndGeneralAmt |
| Fundraising | $2,082,436 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,120,892 | BOYAmt |
| EOY | $9,971,650 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,224 | BOYAmt |
| EOY | $5,644 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,807,185 | BOYAmt |
| EOY | $18,086,497 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,631 | BOYAmt |
| EOY | $288,512 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $745,678 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $91,605 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $736,147 | BOYAmt |
| EOY | $654,073 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,310,063 | BOYAmt |
| EOY | $3,465,366 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,455,365 | BOYAmt |
| EOY | $6,010,676 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $845,684 | BOYAmt |
| EOY | $2,292,808 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,446,191 | BOYAmt |
| EOY | $40,775,226 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $981,251 | BOYAmt |
| EOY | $1,026,299 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,000 | BOYAmt |
| EOY | $337,929 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $825,858 | BOYAmt |
| EOY | $2,220,400 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,883,109 | BOYAmt |
| EOY | $3,584,628 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,991,911 | BOYAmt |
| EOY | $9,442,011 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,571,171 | BOYAmt |
| EOY | $27,748,587 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,563,082 | BOYAmt |
| EOY | $37,190,598 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,446,191 | BOYAmt |
| EOY | $40,775,226 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$4,896,344 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $523,860 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $15,054,762 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,874,134 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,583,910 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,730,835 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,545,965 | CurrentTaxYearAmt |
| Total | $118,789,606 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,054,762 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,874,134 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,583,910 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,730,835 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,545,965 | CurrentTaxYearAmt |
| Total | $118,789,606 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $44,117,962 | SubstantialContributorsTotAmt |
| Public Support Total170 | $74,671,644 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $252,142 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $277,114 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $251,738 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $399,409 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $467,584 | CurrentTaxYearAmt |
| Total | $1,647,987 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $120,437,593 | TotalSupportAmt |
| Public Support CY170 | 0.62000 | PublicSupportCY170Pct |
| Public Support PY170 | 0.60280 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $745,678 | OtherCostOrOtherBasisAmt |
| Depreciation | $91,605 | DepreciationAmt |
| Book Value | $654,073 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $654,073 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| BENEFICIAL INTEREST IN PERPETUAL TRUST | $2,688,796 | F |
| INVESTMENT IN PARTNERSHIPS | $2,879 | F |
| FIXED INCOME MUTUAL FUNDS | $3,319,001 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $6,010,676 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SECURITY DEPOSIT | $81,300 |
| RIGHT-OF-USE LEASE ASSET | $2,211,508 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,292,808 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT-OF-USE LEASE LIABILITY | Desc |
| Amt | $2,220,400 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,220,400 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $25,461,082 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $523,860 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $91,264 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $615,124 | RevenueNotReportedAmt |
| Revenue Subtotal | $24,845,958 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $24,845,958 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $29,833,566 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $91,264 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $91,264 | ExpensesNotReportedAmt |
| Expenses Subtotal | $29,742,302 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $29,742,302 | 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. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|
| MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | GRANTMAKING | $10,570,050 | |
| MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | PROGRAM SERVICES | $2,429,950 | COMMUNITY LEADERSHIP PROGRAM, FELLOWSHIP FOR CAMPUS PROFESSIONALS, IENGAGE, MUSLIM.LIST 64 _ 2ZANER1 - 07/24/24 16:11 PM WORKSHEET SCHEDULE F - STATEMENT OF ACTIVITIES OUTSIDE THE U.S. DONNIEL HARTMAN COMP _ 500528 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $13,000,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $13,000,000 | 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 | TO PROVIDE FINANCIAL ASSISTANCE TO FUND THE VARIOUS PROGRAMS OFFERED IN 2023. | PurposeOfGrantTxt |
| Cash Grant | $10,570,050 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| 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 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | 0 | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| YEHUDA KURTZER | ||||||||||||||
| PRESIDENT | $450,000 | $0 | $0 | $0 | $29,310 | $0 | $80,000 | $0 | $42,584 | $0 | $601,894 | $0 | $0 | $0 |
| DONNIEL HARTMAN | ||||||||||||||
| EXECUTIVE CHAIR | $405,140 | $0 | $0 | $0 | $0 | $0 | $73,500 | $0 | $23,427 | $0 | $502,067 | $0 | $0 | $0 |
| RACHEL JACOBY ROSENFIELD | ||||||||||||||
| CEO | $325,000 | $0 | $0 | $0 | $2,863 | $0 | $32,500 | $0 | $22,058 | $0 | $382,421 | $0 | $0 | $0 |
| ELIOT GOLDSTEIN | ||||||||||||||
| SENIOR VICE PRESIDENT, INS | $293,499 | $0 | $0 | $0 | $0 | $0 | $14,675 | $0 | $10,590 | $0 | $318,764 | $0 | $0 | $0 |
| JUSTUS BAIRD | ||||||||||||||
| SENIOR VICE PRESIDENT OF N | $230,659 | $0 | $0 | $0 | $12,538 | $0 | $11,533 | $0 | $34,815 | $0 | $289,545 | $0 | $0 | $0 |
| TILLY SHEMER | ||||||||||||||
| SENIOR VICE PRESIDENT OF WELLSPRING | $121,049 | $0 | $0 | $0 | $112,292 | $0 | $0 | $0 | $11,982 | $0 | $245,323 | $0 | $0 | $0 |
| LAUREN BERKUN | ||||||||||||||
| VICE PRESIDENT, RABBINIC I | $222,000 | $0 | $0 | $0 | $2,117 | $0 | $11,100 | $0 | $5,016 | $0 | $240,233 | $0 | $0 | $0 |
| ELANA STEIN | ||||||||||||||
| ROSH BEIT MIDRASH | $187,775 | $0 | $5,405 | $0 | $10,188 | $0 | $9,659 | $0 | $7,414 | $0 | $220,441 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | SOME SENIOR STAFF DO FLY BUSINESS CLASS OR FIRST CLASS FOR TRAVEL RELATED TO WORK. ADDITIONALLY, THE ORGANIZATION PAYS FOR FAMILY MEMBERS WHEN ASKING STAFF TO TRAVEL ABROAD FOR MORE THAN 1 MONTH. THE ORGANIZATION GROSSES UP THAT TAXABLE BENEFIT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE FOLLOWING BOARD MEMBERS HAVE A FAMILIAL RELATIONSHIP: (1) ROBERT SULKIN AND ALAYNE SULKIN - MARRIED (2) JOEL TAUBER AND SHELLEY TAUBER - MARRIED |
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO FILING, THE FORM 990 IS REVIEWED BY THE GLOBAL CFO OF SHI, CEO, VP OF TALENT DEVELOPMENT & STRATEGIC IMPACT, SHI CONTROLLER, FINANCE MANAGER, AND ACCOUNTING AND HUMAN RESOURCES COORDINATOR. 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 ORGANIZATION ABOVE $100. THE POLICY REQUIRES THE DISCLOSURE OF POTENTIAL CONFLICTS OF INTEREST TO THE AUDIT COMMITTEE. AFTER DISCLOSURE, THE INTERESTED PARTY WILL 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 2023. 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 CEO ACCORDING TO INDUSTRY STANDARDS AND COMPARABLE COMPENSATION. THE LATEST REVIEW OF THE SALARY OF THE EXECUTIVE VICE PRESIDENT TOOK PLACE IN 2023. TOGETHER THE PRESIDENT AND CEO SET THE SALARIES OF OTHER KEY AND HIGHLY COMPENSATED EMPLOYEES BASED ON COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS. |
| 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. |
| FORM 990, PART XII, LINE 2C: | PROCESS HAS NOT CHANGED FROM PRIOR YEAR |