2024-10-31T15:33:13-05:00 2023-12-31 113066459 CERINI & ASSOCIATES LLP 3340 VETERANS MEMORIAL HWY BOHEMIA NY 11716 990 2023-01-01 133014387 THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA SHAL 2122680300 475 RIVERSIDE DRIVE 1450 NEW YORK NY 10115 YEHUDA KURTZER PRESIDENT 2122680300 2024-10-31 1 0 MATT BURKE P00760659 6315821600 2024-10-31 2023 2024-10-15 13:58:12Z YEHUDA KURTZER 475 RIVERSIDE DRIVE 1450 NEW YORK NY 10115 34503344 0 X WWW.SHALOMHARTMAN.ORG X 1978 NY A PLURALISTIC CENTER OF RESEARCH AND EDUCATION DEEPENING AND ELEVATING THE QUALITY OF JEWISH LIFE IN ISRAEL AND NORTH AMERICA. 38 36 137 36 0 0 27583910 33730835 526014 373100 251738 399409 0 0 28361662 34503344 10581550 10016250 0 0 7612644 8294613 0 0 2085019 7613285 6828149 25807479 25139012 2554183 9364332 33555133 43446191 2098158 1883109 31456975 41563082 X THE SHALOM HARTMAN INSTITUTE (SHI) IS A LEADING CENTER OF JEWISH THOUGHT AND EDUCATION, SERVING ISRAEL AND NORTH AMERICA. OUR MISSION IS TO STRENGTHEN JEWISH PEOPLEHOOD, IDENTITY, AND PLURALISM AND ENSURE THAT JUDAISM IS A COMPELLING FORCE FOR GOOD IN THE 21ST CENTURY. 0 0 21787250 10016250 373100 1) THE KOGOD RESEARCH CENTER FOR CONTEMPORARY JEWISH THOUGHT IS SHI NA'S THINK TANK, HOME TO INTERNATIONALLY RECOGNIZED SCHOLARS WHO ARE COMMITTED TO APPLYING THEIR SCHOLARSHIP TO ISSUES OF CENTRAL IMPORTANCE TO JEWISH LIFE IN ISRAEL AND AROUND THE WORLD. THE RESEARCH SEMINARS INVOLVE COLLABORATIVE STUDY WITH THE PURPOSE OF DEVELOPING DEEP THOUGHT ON ISSUES OF IMPORT TO JEWISH LIFE TODAY. EACH SEMINAR IS ORGANIZED AROUND A CENTRAL QUESTION AND IS LED BY A MEMBER OF THE RESEARCH CENTER.SEE SCHEDULE O FOR THE CONTINUATION.1) CONTINUED: THE IENGAGE TEAM (SCHOLARS IN THE FIELDS OF JEWISH STUDIES, MIDDLE EAST POLITICS, AND HISTORY), DEVELOPS ROBUST IDEAS AND RESOURCES THAT PROVIDE FRAMEWORKS 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 DAVID HARTMAN CENTER FOR INTELLECTUAL EXCELLENCE IS AN INCUBATOR FOR EMERGING INTELLECTUAL TALENT, SUPPORTING YOUNG RESEARCHERS AS THEY BECOME APPLIED THINKERS WHO WILL ADDRESS THE CRITICAL QUESTIONS FACING THE JEWISH PEOPLE TODAY. 2) REGIONAL WORK: ENGAGES PROFESSIONAL AND LAY LEADERS AT MAJOR COMMUNAL ORGANIZATIONS THROUGHOUT NORTH AMERICA, PROVIDING CURRICULA, FACULTY, AND ONGOING COLLABORATIVE PARTNERSHIPS. THEY AIM TO BRING JEWISH VALUES-BASED DISCUSSIONS TO THE FOREFRONT, THROUGH SEMINARS AND TEXT-BASED STUDY PROGRAMS.3) NATIONAL PROGRAMS - TARGET SPECIFIC GROUPS OF JEWISH LEADERS ACROSS NORTH AMERICA:- 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. 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.- WELLSPRING, A NEW CENTER TO SHAPE THE FUTURE OF JEWISH LIFE, HAS A SUITE OF PROGRAMS AND LEADERSHIP INITIATIVES FOR YOUNG JEWS BETWEEN THE AGES OF 15-25 AS WELL AS FOR THE PROFESSIONALS, EDUCATORS, AND INSTITUTIONS THAT SERVE THIS POPULATION. THE HARTMAN FELLOWSHIP FOR CAMPUS PROFESSIONALS AND STUDENT LEADERS BRINGS TOGETHER COHORTS OF THE MOST TALENTED AND BEST-POSITIONED CAMPUS PROFESSIONALS AND STUDENT LEADERS FROM ACROSS NORTH AMERICA FOR STUDY AND DISCUSSION OF JEWISH IDEAS AND PEOPLEHOOD. - HARTMAN DIGITAL BRINGS JEWISH IDEAS TO DIGITAL PLATFORMS AND PRINT MEDIA: PODCASTS, VIDEOS, AND ONLINE LECTURES, AND LONG-FORM ESSAYS THROUGH OUR JOURNAL "SOURCES." THROUGH OUR WORLD-CLASS CONTENT, WE ARE NURTURING A RICH DISCOURSE ABOUT THE ISSUES THAT MATTER MOST. 21787250 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 88 0 1 137 1 0 0 0 0 0 0 0 0 0 0 0 0 X 38 36 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY FL CA X X RACHEL J ROSENFIELD 2122680300 475 RIVERSIDE DRIVE 1450 NEW YORK NY 10115 ABIGAIL POGREBIN DIRECTOR 1.00 X 0 0 0 ALAN FISCHER DIRECTOR 1.00 X 0 0 0 BARBARA SEGAL DIRECTOR 1.00 X 0 0 0 BILL BENJAMIN DIRECTOR 1.00 X 0 0 0 DAN RUBIN DIRECTOR 1.00 X 0 0 0 DAVID SCHNELL DIRECTOR 1.00 X 0 0 0 DEBBIE SAIDOFF DIRECTOR 1.00 X 0 0 0 DIANA ANDERSON DIRECTOR 1.00 X 0 0 0 DR ANITA FRIEDMAN DIRECTOR 1.00 X 0 0 0 DR RAY FINK DIRECTOR 1.00 X 0 0 0 DR SIDNEY FRIEDMAN DIRECTOR 1.00 X 0 0 0 GORDON LAFER DIRECTOR 1.00 X 0 0 0 GREG KAUFMAN DIRECTOR 1.00 X 0 0 0 HOWARD ZACK DIRECTOR 1.00 X 0 0 0 JACQUIE BAYLEY DIRECTOR 1.00 X 0 0 0 JOEL TAUBER DIRECTOR 1.00 X 0 0 0 JAN POPKIN DIRECTOR 1.00 X 0 0 0 LARAINE FISCHER DIRECTOR 1.00 X 0 0 0 MARSHALL ZOLLA DIRECTOR 1.00 X 0 0 0 NATHALIE RUBENS DIRECTOR 1.00 X 0 0 0 NATY SAIDOFF DIRECTOR 1.00 X 0 0 0 PETER JOSEPH DIRECTOR 1.00 X 0 0 0 PHILIP WACHS DIRECTOR 1.00 X 0 0 0 ORLI RINAT DIRECTOR 1.00 X 0 0 0 ROBERT SULKIN DIRECTOR 1.00 X 0 0 0 ROSELYNE SWIG DIRECTOR 1.00 X 0 0 0 SANDRA DI CAPUA DIRECTOR 1.00 X 0 0 0 SHELLEY TAUBER DIRECTOR 1.00 X 0 0 0 STACY DICK DIRECTOR 1.00 X 0 0 0 STUART KOGOD DIRECTOR 1.00 X 0 0 0 SYLVIA KAUFMAN DIRECTOR 1.00 X 0 0 0 ANGELICA BERRIE CHAIR, SHI 1.00 X X 0 0 0 ROBERT KOGOD CHAIRMAN EMERITUS, SHI 1.00 X X 0 0 0 ALAYNE SULKIN DIRECTOR 1.00 X 0 0 0 AMY KLEIN DIRECTOR 1.00 X 0 0 0 DONALD MELTZER CHAIR, SHINA 1.00 X X 0 0 0 ERIC ZAHLER TREASURER 1.00 X X 0 0 0 MATT BERLER DIRECTOR 1.00 X 0 0 0 YEHUDA KURTZER PRESIDENT 40.00 X 478927 0 104423 RACHEL JACOBY ROSENFIELD CEO 40.00 X 289583 0 47488 DONNIEL HARTMAN EXECUTIVE CHAIR 40.00 X 404648 0 95880 ELIOT GOLDSTEIN SENIOR VICE PRESIDENT, INS 40.00 X 219795 0 23333 JUSTUS BAIRD SENIOR VICE PRESIDENT OF N 40.00 X 233917 0 42159 LAUREN BERKUN VICE PRESIDENT, RABBINIC I 40.00 X 206167 0 13541 ELANA STEIN ROSH BEIT MIDRASH 40.00 X 190941 0 15326 DAVID KATZ DIRECTOR OF STRATEGIC PARTNERSHIPS 40.00 X 187967 0 11225 2211945 0 353375 8 0 1 0 0 33730835 33730835 REGISTRATION FEES 611600 370600 370600 EDUCATIONAL MATERIALS 611600 2500 2500 373100 399409 399409 34503344 373100 0 399409 10016250 10016250 1641329 1157668 104939 378722 5400984 3833113 690675 877196 195299 124370 32666 38263 649204 455429 80719 113056 407797 288033 47001 72763 191469 20976 170493 408399 4839 403560 182594 128968 21046 32580 SEMINARS AND EVENT COST 2473711 2473711 CONFERENCES AND ACTIVIT 1983750 1983750 OFFICE EXPENSES, INSURA 921115 633032 119204 168879 FACULTY AND FELLOWSHIPS 605019 605019 62092 62092 25139012 21787250 1266743 2085019 10534416 8120892 14517 10224 13014413 24807185 219074 160631 2207027 1470880 832736 736147 3304782 3310063 4564999 5455365 1070196 845684 33555133 43446191 998305 981251 52374 76000 1047479 825858 2098158 1883109 X 8778648 9991911 22678327 31571171 31456975 41563082 33555133 43446191 9364332 741775 0 X X 0 1 X 1 0 X 23494862 15054762 18874134 27583910 33730835 118738503 23494862 15054762 18874134 27583910 33730835 118738503 46286139 72452364 264956 252142 277114 251738 399409 1445359 120183862 0.60280 0.54750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5026193 3748 826818 5856759 1 1667403 1008084 659319 539624 462796 76828 736147 BENEFICIAL INTEREST IN PERPETUAL TRUST 2461651 F INVESTMENT IN PARTNERSHIPS 2879 F FIXED INCOME MUTUAL FUNDS 2990835 F 5455365 RIGHT-OF-USE LEASE LIABILITY 825858 825858 X 35312215 741775 67096 808871 34503344 0 34503344 25206108 67096 67096 25139012 0 25139012 PART V, LINE 4: ENDOWMENT ASSETS FOR THE TERM ENDOWMENT FUND ARE APPROPRIATED FOR EXPENDITURE BY THE INSTITUTE'S BOARD OF DIRECTORS BASED ON PROGRAM NEEDS AND THE TERMS OF THE GIFT INSTRUMENT. LONG-TERM EXPECTED RETURNS ON ENDOWMENT ASSETS AND THE DURATION OF THE ENDOWMENT FUND ARE CONSIDERED IN DETERMINING APPROPRIATIONS FOR EXPENDITURE. PART X, LINE 2: ALL SIGNIFICANT TAX POSITIONS HAVE BEEN CONSIDERED BY MANAGEMENT AND IT HAS BEEN DETERMINED THAT ALL TAX POSITIONS WOULD BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THERE ARE NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION IN THE ACCOMPANYING FINANCIAL STATEMENTS OR FURTHER DISCLOSURE IN THE NOTES TO THE FINANCIAL STATEMENTS. THE INSTITUTE IS REQUIRED TO FILE FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX). THE INSTITUTE IS SUBJECT TO AUDITS BY TAXING JURISDICTIONS; HOWEVER, NO AUDITS FOR ANY PERIODS ARE CURRENTLY IN PROGRESS. 0 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, GRANTMAKING 10016250 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, PROGRAM SERVICES COMMUNITY LEADERSHIP PROGRAM, FELLOWSHIP FOR CAMPUS PROFESSIONALS, IENGAGE, MUSLIM 1983750 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 1 500528 0 1 0 0 0 1 12500528 0 12500528 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, TO PROVIDE FINANCIAL ASSISTANCE TO FUND THE VARIOUS PROGRAMS OFFERED IN 2023. 10016250 WIRE 0 0 0 0 0 0 0 X X X 1 0 X X X X X X 0 0 0 0 0 0 0 0 0 YEHUDA KURTZER PRESIDENT 450000 0 0 0 28927 0 55000 0 49423 0 583350 0 0 0 DONNIEL HARTMAN EXECUTIVE CHAIR 404648 0 0 0 0 0 73500 0 22380 0 500528 0 0 0 RACHEL JACOBY ROSENFIELD CEO 289583 0 0 0 0 0 28958 0 18530 0 337071 0 0 0 JUSTUS BAIRD SENIOR VICE PRESIDENT OF N 227250 0 0 0 6667 0 11363 0 30796 0 276076 0 0 0 ELIOT GOLDSTEIN SENIOR VICE PRESIDENT, INS 219795 0 0 0 0 0 11072 0 12261 0 243128 0 0 0 LAUREN BERKUN VICE PRESIDENT, RABBINIC I 206167 0 0 0 0 0 10308 0 3233 0 219708 0 0 0 ELANA STEIN ROSH BEIT MIDRASH 185000 0 0 0 5941 0 9250 0 6076 0 206267 0 0 0 DAVID KATZ DIRECTOR OF STRATEGIC PARTNERSHIPS 181967 0 6000 0 0 0 9400 0 1825 0 199192 0 0 0 PART I, LINE 1A SOME SENIOR STAFF DO FLY BUSINESS CLASS OR FIRST CLASS FOR TRAVEL RELATED TO WORK. ADDITIONALLY, THE ORGANIZATION PAYS FOR FAMILY MEMBERS WHEN ASKING STAFF TO TRAVEL ABROAD FOR MORE THAN 1 MONTH. THE ORGANIZATION GROSSES UP THAT TAXABLE BENEFIT. FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING BOARD MEMBERS HAVE A FAMILIAL RELATIONSHIP: (1) ALAN FISCHER AND LARAINE FISCHER - MARRIED (2) NATY SAIDOFF AND DEBBIE SAIDOFF - MARRIED (3) ROBERT SULKIN AND ALAYNE SULKIN - MARRIED (4) JOEL TAUBER AND SHELLEY TAUBER - MARRIED (5) SYLVIA KAUFMAN AND GREG KAUFMAN - MOTHER AND SON (6) ROBERT KOGOD AND STUART KOGOD - FATHER AND SON FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING, THE FORM 990 IS REVIEWED BY THE GLOBAL CFO OF SHI, CEO, VP OF TALENT DEVELOPMENT & STRATEGIC IMPACT, SHI CONTROLLER, FINANCE MANAGER, AND ACCOUNTING AND HUMAN RESOURCES COORDINATOR. ONCE APPROVED, THE COMPLETE FORM 990 IS PROVIDED TO THE AUDIT COMMITTEE FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C SHINA HAS A CONFLICT OF INTEREST POLICY WHICH COVERS OFFICERS, DIRECTORS, AND KEY EMPLOYEES OF THE ORGANIZATION, AND THEIR FAMILY MEMBERS WHO HAVE A DIRECT OR INDIRECT FINANCIAL INTEREST IN THE ORGANIZATION ABOVE $100. THE POLICY REQUIRES THE DISCLOSURE OF POTENTIAL CONFLICTS OF INTEREST TO THE AUDIT COMMITTEE. AFTER DISCLOSURE, THE INTERESTED PARTY WILL NOT BE PRESENT AT OR OTHERWISE PARTICIPATE IN THE DELIBERATIONS OR VOTING OF THE AUDIT COMMITTEE ABOUT THE POTENTIAL CONFLICT OF INTEREST. ANY CONFLICTS OF INTEREST ARE SHOWN IN THE FINANCIAL REPORTS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS SETS AND REVIEWS THE COMPENSATION OF THE PRESIDENT BY AN EMPLOYMENT AGREEMENT WHICH IS BASED ON INDUSTRY STANDARDS. THE LAST REVIEW HAPPENED IN 2023. PERSONS WITH A CONFLICT OF INTEREST REGARDING THE COMPENSATION ARRANGEMENT ARE NOT INVOLVED. COMPENSATION IS BASED ON COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE PRESIDENT SETS THE SALARY OF THE CEO ACCORDING TO INDUSTRY STANDARDS AND COMPARABLE COMPENSATION. THE LATEST REVIEW OF THE SALARY OF THE EXECUTIVE VICE PRESIDENT TOOK PLACE IN 2023. TOGETHER THE PRESIDENT AND CEO SET THE SALARIES OF OTHER KEY AND HIGHLY COMPENSATED EMPLOYEES BASED ON COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE AND ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.