2025-11-12T15:28:25-06:00 2024-12-31 113066459 CERINI & ASSOCIATES LLP 3340 VETERANS MEMORIAL HWY BOHEMIA NY 11716 990 2024-01-01 133014387 THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA SHAL 2122680300 475 RIVERSIDE DRIVE 1800 NEW YORK NY 10115 YEHUDA KURTZER PRESIDENT 2122680300 2025-11-12 1 1 MAHNAZ CAVALLUZZI P01549344 6315821600 2025-11-10 2024 2025-03-06 01:10:19Z YEHUDA KURTZER 475 RIVERSIDE DRIVE 1800 NEW YORK NY 10115 24845958 0 X WWW.SHALOMHARTMAN.ORG X 1978 NY A PLURALISTIC CENTER OF RESEARCH AND EDUCATION DEEPENING AND ELEVATING THE QUALITY OF JEWISH LIFE IN ISRAEL AND NORTH AMERICA. 33 33 152 33 0 0 33730835 23545965 373100 832409 399409 467584 0 0 34503344 24845958 10016250 10570050 0 0 8294613 9636120 0 0 2082436 6828149 9536132 25139012 29742302 9364332 -4896344 43446191 40775226 1883109 3584628 41563082 37190598 X 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. 0 0 26168934 10570050 832409 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. 26168934 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 92 0 1 152 1 0 0 0 0 0 0 0 0 0 0 0 0 X 33 33 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY FL CA X X RACHEL J ROSENFIELD 2122680300 475 RIVERSIDE DRIVE 1800 NEW YORK NY 10115 ABIGAIL POGREBIN DIRECTOR 1.00 X 0 0 0 ALAYNE SULKIN DIRECTOR 1.00 X 0 0 0 ALEXANDRA BAR-COHEN DIRECTOR 1.00 X 0 0 0 AMY KLEIN DIRECTOR 1.00 X 0 0 0 ANGELICA BERRIE CHAIR, SHI 1.00 X 0 0 0 BARBARA SEGAL DIRECTOR 1.00 X 0 0 0 BILL BENJAMIN DIRECTOR 1.00 X 0 0 0 DAN RUBIN DIRECTOR 1.00 X 0 0 0 DAVID SCHNELL DIRECTOR 1.00 X 0 0 0 DIANA ANDERSON DIRECTOR 1.00 X 0 0 0 DONALD MELTZER CHAIR, SHINA 1.00 X 0 0 0 DR ANITA FRIEDMAN DIRECTOR 1.00 X 0 0 0 DR RAY FINK DIRECTOR 1.00 X 0 0 0 DR SIDNEY FRIEDMAN DIRECTOR 1.00 X 0 0 0 ERIC ZAHLER TREASURER 1.00 X X 0 0 0 GORDON LAFER DIRECTOR 1.00 X 0 0 0 GREG KAUFMAN DIRECTOR 1.00 X 0 0 0 HOWARD ZACK DIRECTOR 1.00 X 0 0 0 JACQUIE BAYLEY DIRECTOR 1.00 X 0 0 0 JAN POPKIN DIRECTOR 1.00 X 0 0 0 JOEL TAUBER DIRECTOR 1.00 X 0 0 0 MARSHALL ZOLLA DIRECTOR 1.00 X 0 0 0 MATT BERLER DIRECTOR 1.00 X 0 0 0 NATHALIE RUBENS DIRECTOR 1.00 X 0 0 0 ORLI RINAT DIRECTOR 1.00 X 0 0 0 PETER JOSEPH DIRECTOR 1.00 X 0 0 0 PHILIP WACHS DIRECTOR 1.00 X 0 0 0 ROBERT GILBERT DIRECTOR 1.00 X 0 0 0 ROBERT SULKIN DIRECTOR 1.00 X 0 0 0 ROSELYNE SWIG DIRECTOR 1.00 X 0 0 0 SANDRA DI CAPUA DIRECTOR 1.00 X 0 0 0 SHELLEY TAUBER DIRECTOR 1.00 X 0 0 0 STUART KOGOD DIRECTOR 1.00 X 0 0 0 RACHEL JACOBY ROSENFIELD CEO 40.00 X 327863 0 54558 YEHUDA KURTZER PRESIDENT 40.00 X 479310 0 122584 DONNIEL HARTMAN EXECUTIVE CHAIR 40.00 X 405140 0 96927 ELANA STEIN ROSH BEIT MIDRASH 40.00 X 203368 0 17073 ELIOT GOLDSTEIN SENIOR VICE PRESIDENT, INS 40.00 X 293499 0 25265 JUSTUS BAIRD SENIOR VICE PRESIDENT OF N 40.00 X 243197 0 46348 LAUREN BERKUN VICE PRESIDENT, RABBINIC I 40.00 X 224117 0 16116 TILLY SHEMER SENIOR VICE PRESIDENT OF WELLSPRING 40.00 X 233341 0 11982 2409835 0 390853 8 1 1 0 0 23545965 23545965 REGISTRATION FEES 611600 829909 829909 EDUCATIONAL MATERIALS 611600 2500 2500 832409 467584 467584 24845958 832409 0 467584 10570050 10570050 1212313 869932 121794 220587 7304190 5431018 733812 1139360 652970 483101 65600 104269 466647 345250 46881 74516 383492 85729 297763 489938 57954 431984 1120769 844413 205798 70558 10511 10511 191948 142013 19284 30651 SEMINARS AND EVENT COST 3902346 3902346 CONFERENCES AND ACTIVIT 2429950 2429950 LOSS ON DISPOSAL 544617 544617 FACULTY AND FELLOWSHIPS 462561 462561 29742302 26168934 1490932 2082436 8120892 9971650 10224 5644 24807185 18086497 160631 288512 745678 91605 736147 654073 3310063 3465366 5455365 6010676 845684 2292808 43446191 40775226 981251 1026299 76000 337929 825858 2220400 1883109 3584628 X 9991911 9442011 31571171 27748587 41563082 37190598 43446191 40775226 -4896344 523860 0 X X 0 1 X 1 0 X 15054762 18874134 27583910 33730835 23545965 118789606 15054762 18874134 27583910 33730835 23545965 118789606 44117962 74671644 252142 277114 251738 399409 467584 1647987 120437593 0.62000 0.60280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 745678 91605 654073 654073 BENEFICIAL INTEREST IN PERPETUAL TRUST 2688796 F INVESTMENT IN PARTNERSHIPS 2879 F FIXED INCOME MUTUAL FUNDS 3319001 F 6010676 SECURITY DEPOSIT 81300 RIGHT-OF-USE LEASE ASSET 2211508 2292808 RIGHT-OF-USE LEASE LIABILITY 2220400 2220400 X 25461082 523860 91264 615124 24845958 0 24845958 29833566 91264 91264 29742302 0 29742302 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. 0 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, GRANTMAKING 10570050 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, PROGRAM SERVICES 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 2429950 0 0 0 0 0 0 13000000 0 13000000 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, TO PROVIDE FINANCIAL ASSISTANCE TO FUND THE VARIOUS PROGRAMS OFFERED IN 2023. 10570050 WIRE 0 0 0 0 0 0 0 X X X X 1 0 X X X X X X 1 0 0 0 0 0 0 0 0 YEHUDA KURTZER PRESIDENT 450000 0 0 0 29310 0 80000 0 42584 0 601894 0 0 0 DONNIEL HARTMAN EXECUTIVE CHAIR 405140 0 0 0 0 0 73500 0 23427 0 502067 0 0 0 RACHEL JACOBY ROSENFIELD CEO 325000 0 0 0 2863 0 32500 0 22058 0 382421 0 0 0 ELIOT GOLDSTEIN SENIOR VICE PRESIDENT, INS 293499 0 0 0 0 0 14675 0 10590 0 318764 0 0 0 JUSTUS BAIRD SENIOR VICE PRESIDENT OF N 230659 0 0 0 12538 0 11533 0 34815 0 289545 0 0 0 TILLY SHEMER SENIOR VICE PRESIDENT OF WELLSPRING 121049 0 0 0 112292 0 0 0 11982 0 245323 0 0 0 LAUREN BERKUN VICE PRESIDENT, RABBINIC I 222000 0 0 0 2117 0 11100 0 5016 0 240233 0 0 0 ELANA STEIN ROSH BEIT MIDRASH 187775 0 5405 0 10188 0 9659 0 7414 0 220441 0 0 0 PART I, LINE 1A 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. 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