THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA (EIN 13-3014387)
Tax period: 2014-01-01 to 2014-12-31
Filed: 2015-08-11
IRS object ID: 201532239349301693
Schema version: 2014v5.0
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	2015-08-11T15:14:23-05:00	ReturnTs
Tax Period End	2014-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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	2014-01-01	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 AMERICA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% STACEY PRENNER	InCareOfNm
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
Address Line2	Suite	AddressLine2Txt
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	2015-08-10	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KEVIN M FULLER	PreparerPersonNm
PTIN	P00753803	PTIN
Phone	2127094500	PhoneNum

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-02-25 16:41:14Z	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	$12,608,373	GrossReceiptsAmt
Group Return For Affiliates	false	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	THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA IS A PLURASTIC CENTER OF RESEARCH AND EDUCATION DEEPENING AND ELEVATING THE QUALITY OF JEWISH LIFE IN ISRAEL AND NORTH AMERICA.	ActivityOrMissionDesc
Voting Members Governing Body	40	VotingMembersGoverningBodyCnt
Voting Members Independent	39	VotingMembersIndependentCnt
Total Employee	20	TotalEmployeeCnt
Total Gross UBI	$0	TotalGrossUBIAmt
PY Contributions Grants	$7,662,038	PYContributionsGrantsAmt
CY Contributions Grants	$10,144,915	CYContributionsGrantsAmt
PY Program Service Revenue	$675,672	PYProgramServiceRevenueAmt
CY Program Service Revenue	$752,537	CYProgramServiceRevenueAmt
PY Investment Income	$409,460	PYInvestmentIncomeAmt
CY Investment Income	$705,970	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$8,747,170	PYTotalRevenueAmt
CY Total Revenue	$11,603,422	CYTotalRevenueAmt
PY Grants And Similar Paid	$3,800,000	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$5,300,000	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$2,043,593	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$2,047,363	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$617,870	CYTotalFundraisingExpenseAmt
PY Other Expenses	$2,039,419	PYOtherExpensesAmt
CY Other Expenses	$2,450,489	CYOtherExpensesAmt
PY Total Expenses	$7,883,012	PYTotalExpensesAmt
CY Total Expenses	$9,797,852	CYTotalExpensesAmt
PY Revenues Less Expenses	$864,158	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$1,805,570	CYRevenuesLessExpensesAmt
Total Assets BOY	$11,531,660	TotalAssetsBOYAmt
Total Assets EOY	$12,915,582	TotalAssetsEOYAmt
Total Liabilities BOY	$189,082	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$147,229	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$11,342,578	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$12,768,353	NetAssetsOrFundBalancesEOYAmt
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	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$792,271	ExpenseAmt
Revenue	$377,035	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, 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	$685,370	ExpenseAmt
Revenue	$253,029	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. FOUR COHORTS OF MORE THAN 100 RABBIS OF ALL DENOMINATIONS HAVE COMPLETED RLI AND A FIFTH IS CURRENTLY UNDERWAY. THIS PROGRAM RECEIVES WIDE SUPPORT FROM PRIVATE DONORS AND NUMEROUS JEWISH FEDERATIONS. 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	$6,987,258	ExpenseAmt
Grant	$5,300,000	GrantAmt
Revenue	$122,474	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 THIRD VIDEO LECTURE SERIES, JEWISH VALUES AND THE ISRAELI-PALESTINIAN CONFLICT WILL BE AVAILABLE IN 2015. 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	$8,464,899	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	Yes (true)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	Yes (true)	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	35	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	20	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	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 (true)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	false	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	false	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	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	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	UT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	VA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	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	STACEY PRENNER	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 (48 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
JACQUIE BAYLEY
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
PAUL S BERGER
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
MATT BERLER
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
LLOYD E COTSEN
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
RAE FINEGOOD
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
LARAINE FISCHER
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
JOEL L FLEISHMAN
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
DR ANITA FRIEDMAN
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
DR SIDNEY G FRIEDMAN
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
DONALD FRIEND
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
CHARLES H GOODMAN
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
ETHAN HORWITZ
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
PETER A JOSEPH
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
RICHARD KAUFMAN
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
SYLVIA KAUFMAN
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
AMY B KLEIN
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
ROBERT P KOGOD
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
STUART KOGOD
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
GORDON LAFER
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
BERNARD PLUM
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
LESTER POLLACK
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
DAN RUBIN
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
DEBBIE SAIDOFF
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
NATY SAIDOFF
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
DAVID SCHNELL
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
RONALD A SEDLEY
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
BARBARA SEGAL
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
ALAYNE W SULKIN
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
ROBERT M SULKIN
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
ROSELYNE C SWIG
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
JOEL D TAUBER
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
SHELLEY TAUBER
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
PHILLIP WACHS
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
ERIC ZAHLER
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
KAREN GANTZ ZAHLER
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
GERALD ZOLDAN
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
MARSHALL S ZOLLA
DIRECTOR	1.0	0.0	Yes (X)	$0	$0	$0
ANGELICA BERRIE
CHAIR	1.0	0.0	Yes (X)	$0	$0	$0	Yes (X)
DONALD MELTZER
CHAIR, EXECUTIVE COMMITTEE	1.0	0.0	Yes (X)	$0	$0	$0	Yes (X)
ALAN A FISCHER
TREASURER	1.0	0.0	Yes (X)	$0	$0	$0	Yes (X)
YEHUDA KURTZER
PRESIDENT	45.0	0.0		$216,739	$0	$34,874	Yes (X)
STACEY PRENNER
EXECUTIVE DIRECTOR	45.0	0.0		$168,397	$0	$46,293	Yes (X)
DONNIEL HARTMAN
IENGAGE SENIOR FACULTY	45.0	0.0		$212,950	$0	$49,494		Yes (X)
BERNARD STEINBERG
VP, WEST COAST (THRU MAY 2014)	45.0	0.0		$41,766	$0	$17,937		Yes (X)
MARC WOLF
VP, EAST COAST	45.0	0.0		$182,582	$0	$41,550			Yes (X)
LAUREN BERKUN
DIRECTOR RABBINIC & SYNAGOGUE	45.0	0.0		$150,000	$0	$18,411			Yes (X)
ELANA STEIN
DIRECTOR LEADERSHIP EDUCATION	45.0	0.0		$112,500	$0	$16,182			Yes (X)
JAMIE HYAMS
WEST COAST ASSOC DIRECTOR	45.0	0.0		$109,780	$0	$15,582			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,194,714	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$240,323	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	7	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Field	Value	IRS element (for citing)
Person	ALLIANCE GROUP CONSULTING INC	PersonNm

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	304 PARK AVENUE SOUTH SUITE 214	AddressLine1Txt
City	NEW YORK	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10010	ZIPCd

Field	Value	IRS element (for citing)
Services	ACCOUNTING SERVICES	ServicesDesc
Compensation	$100,200	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt
All Other Contributions	$10,144,915	AllOtherContributionsAmt
Noncash Contributions	$955,211	NoncashContributionsAmt
Total Contributions	$10,144,915	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
REGISTRATION FEES	611600	$687,946	$687,946
EDUCATIONAL MATERIAL	611600	$64,591	$64,591

Field	Value	IRS element (for citing)
Total Program Service Revenue	$752,537	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$465,672	TotalRevenueColumnAmt
Exclusion	$465,672	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$1,245,249	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$1,004,951	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$240,298	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$240,298	TotalRevenueColumnAmt
Exclusion	$240,298	ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$11,603,422	TotalRevenueColumnAmt
Related Or Exempt Func Income	$752,537	RelatedOrExemptFuncIncomeAmt
Exclusion	$705,970	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$5,300,000	TotalAmt
Program Services	$5,300,000	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$2,047,363	TotalAmt
Program Services	$1,491,874	ProgramServicesAmt
Management And General	$236,149	ManagementAndGeneralAmt
Fundraising	$319,340	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$24,597	TotalAmt
Management And General	$24,597	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$68,420	TotalAmt
Management And General	$68,420	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$37,618	TotalAmt
Management And General	$37,618	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$197,765	TotalAmt
Program Services	$5,000	ProgramServicesAmt
Management And General	$192,765	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$71,685	TotalAmt
Program Services	$47,057	ProgramServicesAmt
Fundraising	$24,628	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$160,813	TotalAmt
Program Services	$77,866	ProgramServicesAmt
Management And General	$56,884	ManagementAndGeneralAmt
Fundraising	$26,063	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$27,765	TotalAmt
Program Services	$19,649	ProgramServicesAmt
Management And General	$3,369	ManagementAndGeneralAmt
Fundraising	$4,747	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$251,733	TotalAmt
Program Services	$178,152	ProgramServicesAmt
Management And General	$30,542	ManagementAndGeneralAmt
Fundraising	$43,039	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$475,843	TotalAmt
Program Services	$249,411	ProgramServicesAmt
Management And General	$31,783	ManagementAndGeneralAmt
Fundraising	$194,649	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$420,217	TotalAmt
Program Services	$420,217	ProgramServicesAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$35,167	TotalAmt
Program Services	$22,568	ProgramServicesAmt
Management And General	$7,195	ManagementAndGeneralAmt
Fundraising	$5,404	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
FACULTY AND FELLOWSHIPS	$586,489	$586,489
BOARD MEETINGS	$25,761		$25,761
EDUCATIONAL MATERIALS	$66,616	$66,616

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$9,797,852	TotalAmt
Program Services	$8,464,899	ProgramServicesAmt
Management And General	$715,083	ManagementAndGeneralAmt
Fundraising	$617,870	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$1,690,860	BOYAmt
EOY	$2,039,151	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$10,524	BOYAmt
EOY	$9,973	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$972,186	BOYAmt
EOY	$1,823,916	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$12,008	BOYAmt
EOY	$6,250	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$221,457	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$31,320	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$3,847	BOYAmt
EOY	$190,137	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$3,684,872	BOYAmt
EOY	$3,681,557	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$5,157,363	BOYAmt
EOY	$5,164,598	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$11,531,660	BOYAmt
EOY	$12,915,582	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$189,082	BOYAmt
EOY	$147,229	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$189,082	BOYAmt
EOY	$147,229	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$881,779	BOYAmt
EOY	$1,397,882	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$8,078,501	BOYAmt
EOY	$9,140,369	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,382,298	BOYAmt
EOY	$2,230,102	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$11,342,578	BOYAmt
EOY	$12,768,353	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$11,531,660	BOYAmt
EOY	$12,915,582	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$1,805,570	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$379,795	NetUnrlzdGainsLossesInvstAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	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	$4,019,125	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,395,712	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,970,092	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$7,662,038	CurrentTaxYearMinus1YearAmt
Current Tax Year	$10,144,915	CurrentTaxYearAmt
Total	$34,191,882	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$4,019,125	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,395,712	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,970,092	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$7,662,038	CurrentTaxYearMinus1YearAmt
Current Tax Year	$10,144,915	CurrentTaxYearAmt
Total	$34,191,882	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$16,570,655	SubstantialContributorsTotAmt
Public Support Total170	$17,621,227	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$205,897	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$169,263	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$136,035	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$229,182	CurrentTaxYearMinus1YearAmt
Current Tax Year	$465,672	CurrentTaxYearAmt
Total	$1,206,049	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$35,397,931	TotalSupportAmt
Gross Receipts Rltd Activities	$3,332,067	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.49780	PublicSupportCY170Pct
Public Support PY170	0.47616	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)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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)
CY Minus2 Yr Endwmt Fund		CYMinus2YrEndwmtFundGrp
CY Minus3 Yr Endwmt Fund		CYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt Fund		CYMinus4YrEndwmtFundGrp
Term Endowment Balance EOY	1.00000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd
Land		LandGrp
Buildings		BuildingsGrp

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$70,504	OtherCostOrOtherBasisAmt
Depreciation	$13,709	DepreciationAmt
Book Value	$56,795	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$40,869	OtherCostOrOtherBasisAmt
Depreciation	$4,768	DepreciationAmt
Book Value	$36,101	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$110,084	OtherCostOrOtherBasisAmt
Depreciation	$12,843	DepreciationAmt
Book Value	$97,241	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$190,137	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
FIXED INCOME MUTUAL FUND	$2,920,574	F
INVESTMENT IN PARTNERSHIP	$13,922	F
TRUST BENEFICIAL INTEREST	$2,230,102	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$5,164,598	TotalBookValueSecuritiesAmt
Total Rev Etc Audited Fincl Stmt	$11,223,627	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$379,795	NetUnrealizedGainsInvstAmt
Revenue Not Reported	-$379,795	RevenueNotReportedAmt
Revenue Subtotal	$11,603,422	RevenueSubtotalAmt
Total Revenue Per Form990	$11,603,422	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$9,797,852	TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal	$9,797,852	ExpensesSubtotalAmt
Total Expenses Per Form990	$9,797,852	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE D, PART V, LINE 4, INTENDED USE OF ENDOWMENT FUNDS

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.

SCHEDULE D, PART X, LINE 2, ASC 740 FOOTNOTE

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 2011 UNDER FEDERAL AND STATE TAX JURISDICTIONS.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	Specific Services ProvidedSpecificServicesProvidedTxt
Middle East and North Africa	1	Grantmaking	$5,300,000
Middle East and North Africa		Program Services	$205,089	EDUCATION PROGRAMS
Middle East and North Africa	2	Send agents to seminar	$43,903
Middle East and North Africa	1	Conduct board meetings	$5,665

Field	Value	IRS element (for citing)
Subtotal Employees	4	SubtotalEmployeesCnt
Total Employee	4	TotalEmployeeCnt
Subtotal Spent	$5,554,657	SubtotalSpentAmt
Total Spent	$5,554,657	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

Field	Value	IRS element (for citing)
Region	Middle East and North Africa	RegionTxt
Purpose Of Grant	PUBLISHES EDUCATIONAL AND BULLETINS AND TREATIES, ORGANIZES LECTURES & SEMINARS ON THE STUDY OF JEWISH THOUGHT & PHILOSOPHY	PurposeOfGrantTxt
Cash Grant	$5,300,000	CashGrantAmt
Manner Of Cash Disbursement	WIRE	MannerOfCashDisbursementTxt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt
Transfer To Foreign Corp	false	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	false	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	false	PassiveForeignInvestmestCoInd
Foreign Partnership	false	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE F, PART I, LINE 2	FormAndLineReferenceDesc
Explanation	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 WOULD BE ALLOCATED TO THE DIFFERENT PARTS OF THE PROJECT. "SHI" ALSO SUBMITS GRANT APPLICATIONS WHEN REQUESTING ADDITIONAL FUNDS FOR A SPECIFIC PROJECT THAT WAS PREVIOUSLY APPROVED BY THE BOARD OF DIRECTORS OF "SHI-NA". 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-NAS" 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. UPON AUTHORIZATION OF GRANT FUNDS TO "SHI" FOR A SPECIFIC PROJECT, "SHI-NA" AND "SHI" EXECUTE A GRANT AGREEMENT WHICH SPELLS OUT THE SPECIFIC PROJECT THAT THE GRANT MAY BE USED FOR, THE AMOUNT OF THE FUNDS GRANTED, AND THE SPECIFIC REPORTS THAT "SHI" SHALL PROVIDE TO "SHI-NA". THIS INCLUDES A PERIODIC ACCOUNTING TO SHOW HOW THE FUNDS WERE USED.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 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	$216,739	$0	$0	$0	$0	$0	$11,250	$0	$23,624	$0	$251,613	$0	$0	$0
STACEY PRENNER
EXECUTIVE DIRECTOR	$168,397	$0	$0	$0	$0	$0	$8,672	$0	$37,621	$0	$214,690	$0	$0	$0
DONNIEL HARTMAN
IENGAGE SENIOR FACULTY	$212,950	$0	$0	$0	$0	$0	$10,833	$0	$38,661	$0	$262,444	$0	$0	$0
MARC WOLF
VP, EAST COAST	$182,582	$0	$0	$0	$0	$0	$9,350	$0	$32,200	$0	$224,132	$0	$0	$0
LAUREN BERKUN
DIRECTOR RABBINIC & SYNAGOGUE	$150,000	$0	$0	$0	$0	$0	$7,500	$0	$10,911	$0	$168,411	$0	$0	$0

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Field	Value	IRS element (for citing)
Person	VORNADO OFFICE MANAGEMENT LLC	PersonNm

Field	Value	IRS element (for citing)
Relationship Description	COMMON BOARD MEMBER	RelationshipDescriptionTxt
Transaction	$245,242	TransactionAmt
Transaction	NY OFFICE OPERATING LEASE	TransactionDesc
Sharing Of Revenues	false	SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Field	Value	IRS element (for citing)
Works Of Art		WorksOfArtGrp
Art Historical Treasures		ArtHistoricalTreasuresGrp
Art Fractional Interest		ArtFractionalInterestGrp
Books And Publications		BooksAndPublicationsGrp
Clothing And Household Goods		ClothingAndHouseholdGoodsGrp
Cars And Other Vehicles		CarsAndOtherVehiclesGrp
Boats And Planes		BoatsAndPlanesGrp
Intellectual Property		IntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	5	ContributionCnt
Noncash Contributions Rpt F990	$954,911	NoncashContributionsRptF990Amt
Method Of Determining Revenues	SELLING PRICE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Securities Closely Held Stock		SecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust Intrsts		SecurPrtnrshpTrustIntrstsGrp
Securities Miscellaneous		SecuritiesMiscellaneousGrp
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp
Real Estate Residential		RealEstateResidentialGrp
Real Estate Commercial		RealEstateCommercialGrp
Real Estate Other		RealEstateOtherGrp
Collectibles		CollectiblesGrp
Food Inventory		FoodInventoryGrp
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	false	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (true)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE M, 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, 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, LINE 11B	PRIOR TO FILING, THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, FINANCE CONSULTANT AND THE GLOBAL CFO OF SHI.
FORM 990, PART VI, LINE 12C	THE BOARD MONITORS CONFLICTS BY REVIEWING ALL VENDORS FOR ANY DIRECT RELATIONSHIP THAT MAY GIVE RISE TO A CONFLICT TO ANY OF THE BOARD MEMBERS AND OR ANY OTHER INDIVIDUALS HAVING INFLUENCE OVER THE BOARD. INDIVIDUALS MUST DECLARE ANY POTENTIAL CONFLICT IN WRITING TO THE BOARD.
FORM 990, PART VI, LINE 15A & 15B	THE BOARD OF DIRECTORS SETS THE COMPENSATION OF THE PRESIDENT, EXECUTIVE DIRECTOR AND HIGHEST COMPENSATED EMPLOYEES BY EMPLOYMENT AGREEMENTS WHICH IS BASED ON INDUSTRY STANDARDS.
FORM 990, PART VI, LINE 19	THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND ARE ALSO AVAILABLE UPON REQUEST.