THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA (EIN 13-3014387)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-12
- IRS object ID
- 201203179349302180
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-11-12T13:53:50-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221732349 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISS & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 354 EISENHOWER PARKWAY | AddressLine1 |
| City | LIVINGSTON | City |
| State | NJ | State |
| ZIP Code | 07039 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133014387 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SHAL | NameControl |
| Phone | 2122680300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA SUITE 1606 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10119 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JARED L KURTZER | Name |
| Title | PRESIDENT | Title |
| Phone | 2122680300 | Phone |
| Date Signed | 2012-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THERESA DOMINIANNI | Name |
| PTIN | P00252682 | PTIN |
| Phone | 9739949400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | X | InitialReturn |
| Name Of Principal Officer Person | JARED L KURTZER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA SUITE 1606 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10119 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7113209 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HARTMANINSTITUTE.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1978 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA ENRICHES THE RESOURCES, (CONTINUED ON SCHEDULE O) VISION AND COMMITMENT OF JEWISH LEADERS IN NORTH AMERICA THROUGH EDUCATIONAL EXPERIENCES. THE ORGANIZATION SUPPORTS THE SHALOM HARTMAN INSTITUTE IN JERUSALEM, WHICH IS A CENTER OF TRANSFORMATIVE THINKING AND TEACHING THAT ADDRESSES THE MAJOR CHALLENGES FACING THE JEWISH PEOPLE IN ISRAEL AND AROUND THE WORLD. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 46 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 46 | NbrIndependentVotingMembers |
| Total Nbr Employees | 13 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4019125 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5395712 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 611624 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 641695 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 228394 | InvestmentIncomePriorYear |
| Investment Income Current Year | 35464 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4859143 | TotalRevenuePriorYear |
| Total Revenue Current Year | 6072871 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2475000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3374000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 900494 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1458384 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 514190 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1398000 | OtherExpensePriorYear |
| Other Expenses Current Year | 1682180 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4773494 | TotalExpensesPriorYear |
| Total Expenses Current Year | 6514564 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 85649 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -441693 | RevenuesLessExpensesCY |
| Total Assets BOY | 6576973 | TotalAssetsBOY |
| Total Assets EOY | 5907152 | TotalAssetsEOY |
| Total Liabilities BOY | 24181 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 41480 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6552792 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5865672 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA ENRICHES THE RESOURCES, VISION AND COMMITMENT OF JEWISH LEADERS IN NORTH AMERICA THROUGH EDUCATIONAL EXPERIENCES. THE ORGANIZATION SUPPORTS THE SHALOM HARTMAN INSTITUTE IN JERUSALEM, WHICH IS A CENTER OF TRANSFORMATIVE THINKING AND TEACHING THAT ADDRESSES THE MAJOR CHALLENGES FACING THE JEWISH PEOPLE IN ISRAEL AND AROUND THE WORLD. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5389953 | Expense |
| Grants | 3374000 | Grants |
| Revenue | 641695 | Revenue |
| Description | COMMUNITY LEADERSHIP PROGRAMS PROVIDE A DIVERSE RANGE OF THOUGHT-PROVOKING TEXT-BASED STUDY PROGRAMS FOR JEWISH LEADERS OF ALL DENOMINATIONS ACROSS NORTH AMERICA. IMPLEMENTED OFTEN IN PARTNERSHIP WITH LOCAL ORGANIZATIONS, THESE PROGRAMS EXPOSE PARTICIPANTS TO INNOVATIVE IDEAS BASED ON TRADITIONAL SOURCES AND CHALLENGE LEADERS TO APPLY THIS THINKING TO THEIR OWN COMMUNITIES.RABBINIC ENRICHMENT PROGRAMS HELP RABBIS STRENGTHEN THEIR ABILITY TO RESPOND TO CONTEMPORARY CHALLENGES AND COMMUNICATE THE VITALITY OF RELEVANCE OF JEWISH TRADITION TO THEIR CONGREGANTS. PROGRAMS INCLUDE THE RABBINIC LEADERSHIP INITIATIVE, A THREE-YEAR INTENSIVE COHORT PROGRAM, RABBINIC TORAH STUDY SEMINAR PROGRAM IN ISRAEL, AS WELL AS EDUCATIONAL OPPORTUNITIES FOR RABBIS IN COMMUNITIES ACROSS NORTH AMERICA.THE IENGAGE PROJECT RESPONDS TO GROWING FEELINGS OF DISENCHANTMENT AND DISINTEREST TOWARD ISRAEL BY CREATING A NEW NARRATIVE REGARDING THE SIGNIFICANCE OF ISRAEL FOR JEWISH LIFE. A TEAM OF SCHOLARS DEVELOPS EDUCATIONAL CONTENT WHICH INFORMS A NUMBER OF INITIATIVES, SUCH AS IN-PERSON SEMINARS, A VIDEO LECTURE SERIES, AND MEDIA OUTREACH.AT THE SHALOM HARTMAN INSTITUTE IN ISRAEL, PROGRAM SERVICES INCLUDE INITIATIVES TO TRANSFORM JEWISH LIFE. THESE INCLUDE THE KOGOD RESEARCH CENTER FOR CONTEMPORARY JEWISH THOUGHT WHICH GENERATES IDEAS AND RESEARCH ON CONTEMPORARY ISSUES CENTRAL TO JEWISH LIFE IN ISRAEL AND AROUND THE WORLD, WORK WITH SENIOR IDF OFFICERS (LEV AHARON), SECULAR PUBLIC HIGH SCHOOLS (BE'ERI), AND DEVELOPMENT OF MODERN ORTHODOX HIGH SCHOOLS. | Description |
| Total Program Service Expense | 5389953 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 21 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 13 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 46 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 46 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STACEY PRENNER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2122680300 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10119 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (52 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| ANGELICA BERRIE | |||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| FRED LAFER | |||||||
| CHAIR OF EXECUTIVE COMMITT | 3.00 | X | X | 0 | 0 | 0 | |
| ALAN FISCHER | |||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| ALAYNE SULKIN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BERNARD M PLUM | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CHARLES GOODMAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CHARLOTTE NEWBERGER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DONALD FRIEND | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ERIC J ZAHLER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ETHAN HORWITZ | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JACQUIE BAYLEY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JEFFREY SNYDER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOEL D TAUBER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOEL L FLEISHMAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| KAREN GANTZ ZAHLER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LARAINE FISCHER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LESTER POLLACK | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LLOYD E COTSEN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL NEWBERGER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PAUL S BERGER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PETER A JOSEPH | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PHILLIP WACHS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RAE FINEGOOD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD KAUFMAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT MSULKIN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT P KOGOD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RONALD SEDLEY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| SCOTT BERRIE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| SHELLEY TAUBER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROSELYNE C SWIG | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| SYLVIA KAUFMAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| SIDNEY G FRIEDMAN MD | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARC GARY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MICHELLE GARY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MATT BERLER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DONALD MELTZER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ELIZABETH WOLFE SCHNIER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ALVIN CRAMER SEGAL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BARBARA SEGAL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DOUGLAS WILANSKY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOSEPH M STEINER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| NATY SAIDOFF | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DEBBIE SAIDOFF | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DAVID SCHNELL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PAMELA MEDJUCK STEIN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARSHALL ZOLLA | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JARED L KURTZER | |||||||
| PRESIDENT | 45.00 | X | 200000 | 0 | 10000 | ||
| ELHAM COHANIM | |||||||
| VICE PRESIDENT/DEVELOPMENT | 45.00 | 144009 | 0 | 4185 | X | ||
| BERNARD STEINBERG | |||||||
| VICE PRESIDENT/SHI-NA, WEST | 45.00 | 101325 | 0 | 15265 | X | ||
| DONNIEL HARTMAN | |||||||
| SENIOR FACULTY | 45.00 | 216655 | 0 | 39807 | X | ||
| DAVID HARTMAN | |||||||
| SENIOR FACULTY | 45.00 | 131864 | 0 | 16006 | X | ||
| SUZANNE KLING | |||||||
| DIRECTOR OF OPERATIONS | 45.00 | 122240 | 0 | 16862 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 916093 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 102125 | TotalOtherCompensation |
| Number Individuals GT100 K | 7 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 5395712 | AllOtherContributions |
| Noncash Contributions | 34081 | NoncashContributions |
| Total Contributions | 5395712 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| REGISTRATION FEES | 611600 | 332600 | 332600 |
| LAY LEADERSHIP CONFERE | 611600 | 217991 | 217991 |
| RABBINIC ENRICHMENT | 611600 | 58439 | 58439 |
| DVD LECTURE SERIES | 611600 | 32665 | 32665 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 641695 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 169263 | TotalRevenueColumn |
| Exclusion | $169,263 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 906539 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1040338 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -133799 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -133799 | TotalRevenueColumn |
| Exclusion | -$133,799 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6072871 | TotalRevenueColumn |
| Related Or Exempt Function Income | 641695 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $35,464 | ExclusionAmount |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3374000 | Total |
| Program Services | 3374000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1018218 | Total |
| Program Services | 578120 | ProgramServices |
| Management And General | 154533 | ManagementAndGeneral |
| Fundraising | 285565 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 301819 | Total |
| Program Services | 171366 | ProgramServices |
| Management And General | 45806 | ManagementAndGeneral |
| Fundraising | 84647 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14444 | Total |
| Program Services | 8201 | ProgramServices |
| Management And General | 2192 | ManagementAndGeneral |
| Fundraising | 4051 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37005 | Total |
| Program Services | 21011 | ProgramServices |
| Management And General | 5616 | ManagementAndGeneral |
| Fundraising | 10378 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86898 | Total |
| Program Services | 49339 | ProgramServices |
| Management And General | 13188 | ManagementAndGeneral |
| Fundraising | 24371 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21132 | Total |
| Management And General | 21132 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 334243 | Total |
| Program Services | 248020 | ProgramServices |
| Management And General | 55939 | ManagementAndGeneral |
| Fundraising | 30284 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 159244 | Total |
| Program Services | 2376 | ProgramServices |
| Management And General | 119985 | ManagementAndGeneral |
| Fundraising | 36883 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158280 | Total |
| Program Services | 23204 | ProgramServices |
| Management And General | 127341 | ManagementAndGeneral |
| Fundraising | 7735 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 188982 | Total |
| Program Services | 170522 | ProgramServices |
| Fundraising | 18460 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35421 | Total |
| Program Services | 35421 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10288 | Total |
| Management And General | 10288 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4608 | Total |
| Management And General | 4608 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| COMMUNITY LEADERSHIP PR | 231315 | 231315 | |
| RABBINIC ENRICHMENT | 153187 | 153187 | |
| ENGAGING ISRAEL | 146694 | 134582 | 12112 |
| NORTH AMERICAN SCHOLARS | 128604 | 125806 | 2798 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 110182 | Total |
| Program Services | 63483 | ProgramServices |
| Management And General | 34883 | ManagementAndGeneral |
| Fundraising | 11816 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6514564 | Total |
| Program Services | 5389953 | ProgramServices |
| Management And General | 610421 | ManagementAndGeneral |
| Fundraising | 514190 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 913817 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2037947 | BOY |
| EOY | 659338 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66980 | BOY |
| EOY | 3348 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 147422 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 136493 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20164 | BOY |
| EOY | 10929 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1485470 | BOY |
| EOY | 1843828 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2966412 | BOY |
| EOY | 2475892 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6576973 | BOY |
| EOY | 5907152 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24181 | BOY |
| EOY | 41480 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24181 | BOY |
| EOY | 41480 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 955204 | BOY |
| EOY | 987140 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5597588 | BOY |
| EOY | 4878532 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6552792 | BOY |
| EOY | 5865672 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6576973 | BOY |
| EOY | 5907152 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -441693 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -245427 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Other | X | MethodOfAccountingOther |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6864924 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6412992 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4400724 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4019125 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5395712 | CurrentTaxYear |
| Total | 27093477 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6864924 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6412992 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4400724 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4019125 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5395712 | CurrentTaxYear |
| Total | 27093477 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 13174969 | AmountsSubstContributorsTotal |
| Public Support Total170 | 13918508 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 152387 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 74572 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 119122 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 205897 | CurrentTaxYearMinus1Year |
| Current Tax Year | 169263 | CurrentTaxYear |
| Total | 721241 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 27814718 | TotalSupport |
| Gross Receipts From Admissions Etc | 2155604 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.50040 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.53120 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5597588 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -242901 | InvestmentEarningsOrLosses |
| Other Expenditures | 454000 | OtherExpenditures |
| Administrative Expenses | 22155 | AdministrativeExpenses |
| End Of Year Balance | 4878532 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5803684 | BeginningOfYearBalance |
| Contributions | 500000 | Contributions |
| Investment Earnings Or Losses | 100859 | InvestmentEarningsOrLosses |
| Other Expenditures | 793083 | OtherExpenditures |
| Administrative Expenses | 13872 | AdministrativeExpenses |
| End Of Year Balance | 5597588 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5218140 | BeginningOfYearBalance |
| Contributions | 500000 | Contributions |
| Investment Earnings Or Losses | 105506 | InvestmentEarningsOrLosses |
| Administrative Expenses | 19962 | AdministrativeExpenses |
| End Of Year Balance | 5803684 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Endowment EOY Balance | 1.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7790 | OtherCostOrOtherBasis |
| Depreciation | 5519 | Depreciation |
| Book Value | 2271 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 132691 | OtherCostOrOtherBasis |
| Depreciation | 127295 | Depreciation |
| Book Value | 5396 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6941 | OtherCostOrOtherBasis |
| Depreciation | 3679 | Depreciation |
| Book Value | 3262 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 10929 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| INVESTMENT IN PARTNERSHIPS | 60166 | F |
| OSTERWEIS STRATEGIC INCOME MUTUAL FUND | 2412526 | F |
| STATE OF ISRAEL BONDS | 3200 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 2475892 | TotalOfBookValueSecurities |
| Total Revenue | 6072871 | TotalRevenue |
| Total Expenses | 6514564 | TotalExpenses |
| Excess Or Deficit For Year | -441693 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -245427 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -245427 | TotalAdjustments |
| Excess Or Deficit Per FS | -687120 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 5827444 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -245427 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -245427 | RevenueNotRptdF990 |
| Revenue Subtotal | 6072871 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 6072871 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6514564 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6514564 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 6514564 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | THE FOLLOWING REPRESENTS THE FIN 48 FOONOTE DISCLOSURE INCLUDED IN THE COMPANY'S AUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED DECEMBER 31, 2011. 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. THE INSTITUTE IS REQUIRED TO FILE FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX), WHICH IS SUBJECT TO EXAMINATION BY THE IRS UP TO THREE YEARS FROM THE EXTENDED DUE DATE OF THE TAX RETURN. | Explanation |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | MIDDLE EAST AND NORTH AFRICA | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 2 | NumberOfEmployees |
| Type Of Activities Conducted | GRANTS TO RECIPIENT ORGANIZATION LOCATED IN REGION | TypeOfActivitiesConducted |
| Total Expenditures | 3374000 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 2 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 2 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 3374000 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 3374000 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | MIDDLE EAST AND NORTH AFRICA | Region |
| Purpose Of Grant | PUBLISHES EDUCATIONAL BULLETINS AND TREATISES, ORGANIZES LECTURES & SEMINARS ON THE STUDY OF JEWISH THOUGHT & PHILOSOPHY. | PurposeOfGrant |
| Amount Of Cash Grant | 3374000 | AmountOfCashGrant |
| Manner Of Cash Disbursement | WIRE TRANSFERS | MannerOfCashDisbursement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Other Orgs | 1 | TotalNumberOfOtherOrgs |
| Transfer To Foreign Corp | 1 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 2: SHALOM HARTMAN INSTITUTE OF NORTH AMERICA ("SHI-NA") REQUIRES SHALOM HARTMAN INSTITUTE ("SHI") TO APPLY FOR GRANTS FOR SPECIFIC PROJECTS THAT THE INSTITUTE PLANS TO UNDERTAKE AND APPROVES EACH PROJECT AND THE AMOUNT OF FUNDS TO BE GRANTED INDIVIDUALLY FOR EACH PROJECT. FOR EACH PROJECT, "SHI" SUBMITS AN APPLICATION TO SHALOM HARTMAN INSITUTE 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 APPOVAL BY EXECUTING A WRITTEN RESOLUTION OF THE BOARD OF DIRECTORS APPROVING THE GRANT. THE APPROVAL IS BASED ON ITS CONCLUSION THAT THE PROJECT IS IN FURTHERANCE OF "SHI-NA'S" OWN CHARITABLE PURPOSES. ON AN ANNUAL BASIS, THE BOARD MEETS TO REVIEW AND APPROVE GRANT APPLICATIONS SUBMITTED BY "SHI". THE TRANSFER OF FUNDS TO "SHI" IS AUTHORIZED AND COMPLETED UPON APPROVAL OF THE APPLICATION. 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." | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JARED L KURTZER | |||||||||||||
| 200000 | 0 | 0 | 0 | 0 | 0 | 10000 | 0 | 0 | 0 | 210000 | 0 | 0 | 0 |
| DONNIEL HARTMAN | |||||||||||||
| 216655 | 0 | 0 | 0 | 0 | 0 | 10833 | 0 | 28974 | 0 | 256462 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 34081 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| METHOD FOR DETERMINING NUMBER OF CONTRIBUTORS: | PART I, COLUMN (B): | REPORTING THE NUMBER OF CONTRIBUTORS FOR NONCASH CONTRIBUTIONS |
| THIRD PARTY USE: | PART I, LINE 32B: | THE ORGANIZATION USES A BROKERAGE FIRM TO SELL THE CONTRIBUTED STOCK WHEN RECEIVED. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | FAMILY RELATIONSHIP OF BOARD MEMBERS: ANGELICA BERRIE SCOTT BERRIE ALAN A FISCHER LORRAINE FISCHER MARC GARY MICHELLE GARY RICHARD KAUFMAN SYLVIA KAUFMAN MICHAEL NEWBERGER CHARLOTTE NEWBERGER ROBERT SULKIN ALYNE SULKIN JOEL D. TAUBER SHELLEY TAUBER ERIC J. ZAHLER KAREN GANTZ ZAHLER NATY SAIDOFF DEBBIE SAIDOFF ALVIN CRAMER SEGAL BARBARA SEGAL | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 RETURN IS EMAILED TO EACH VOTING MEMBER OF THE BOARD FOR REVIEW PRIOR TO EFILING WITH THE IRS. THE OFFICERS OF THE BOARD AND MANAGEMENT REVIEW THE FORM BEFORE IT IS FILED. | |
| FORM 990, PART VI, SECTION B, 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. | |
| THE BOARD OF DIRECTORS SETS THE COMPENSATION OF THE PRESIDENT AND HIGHEST COMPENSATED EMPLOYEES BY EMPLOYMENT CONTRACT WHICH IS BASED ON INDUSTRY STANDARDS. | ||
| FORM 990, PART VI, SECTION C, LINE 19 | THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE KEPT AT THE ORGANIZATION'S LOCATION AND CAN BE VIEWED BY ANY INQUIRING PARTY DURING NORMAL OFFICE HOURS. HARD COPIES ARE AVAILABLE UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE ON THE GUIDESTAR WEBSITE @ WWW.GUIDESTAR.ORG. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -245,427. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| PART XI, LINE 1: ACCOUNTING METHOD | THE INSTITUTE'S POLICY IS TO PREPARE ITS FINANCIAL STATEMENTS ON THE MODIFIED CASH BASIS OF ACCOUNTING WHICH IS A COMPREHENSIVE BASIS OF ACCOUNTING OTHER THAN GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. CONSEQUENTLY, CERTAIN SUPPORT AND REVENUES AND THE RELATED ASSETS ARE RECOGNIZED WHEN RECEIVED RATHER THAN WHEN EARNED, AND CERTAIN EXPENSES AND CONTRIBUTIONS ARE RECOGNIZED WHEN PAID RATHER THAN WHEN THE OBLIGATION IS INCURRED. | |
| FORM 990, PART XI, LIN2C | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS. FOR FISCAL YEAR 2011, THE ORGANIZATION DID NOT CHANGE ITS SELECTION OF AN INDEPENDENT AUDITOR. | FINANCIAL STATEMENT REPORTING |