THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA (EIN 133014387) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1978

Legal Domicile

Principal Officer

YEHUDA KURTZER

Phone

2122680300

Tax Period

2023-01-01 to 2023-12-31

THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA, founded in 1978, is a mid-sized nonprofit in the International Affairs sector that reported $34.5M in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $9.4M, a strong 27% operating margin.

Mission

A PLURALISTIC CENTER OF RESEARCH AND EDUCATION DEEPENING AND ELEVATING THE QUALITY OF JEWISH LIFE IN ISRAEL AND NORTH AMERICA.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $33,730,835

Program Service Revenue $373,100

Investment Income $399,409

Other Revenue $0

TOTAL REVENUE $34,503,344

Expense Breakdown

Grants Paid $10,016,250

Salaries & Benefits $8,294,613

Fundraising Expenses $2,085,019

Program Expenses $21,787,250

Other Expenses $6,828,149

TOTAL EXPENSES $25,139,012

Year-over-Year Comparison

	2023	2022	Change
Revenue	$34,503,344	$28,361,662	+0.2%
Expenses	$25,139,012	$25,807,479	0.0%
Net Income	$9,364,332	$2,554,183	+2.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

137

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$920,421

Total Directors

Key Employees

$500,528

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ABIGAIL POGREBIN	DIRECTOR	1.00	Director	$0	$0	$0
ALAN FISCHER	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA SEGAL	DIRECTOR	1.00	Director	$0	$0	$0
BILL BENJAMIN	DIRECTOR	1.00	Director	$0	$0	$0
DAN RUBIN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID SCHNELL	DIRECTOR	1.00	Director	$0	$0	$0
DEBBIE SAIDOFF	DIRECTOR	1.00	Director	$0	$0	$0
DIANA ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
DR ANITA FRIEDMAN	DIRECTOR	1.00	Director	$0	$0	$0
DR RAY FINK	DIRECTOR	1.00	Director	$0	$0	$0
DR SIDNEY FRIEDMAN	DIRECTOR	1.00	Director	$0	$0	$0
GORDON LAFER	DIRECTOR	1.00	Director	$0	$0	$0
GREG KAUFMAN	DIRECTOR	1.00	Director	$0	$0	$0
HOWARD ZACK	DIRECTOR	1.00	Director	$0	$0	$0
JACQUIE BAYLEY	DIRECTOR	1.00	Director	$0	$0	$0
JOEL TAUBER	DIRECTOR	1.00	Director	$0	$0	$0
JAN POPKIN	DIRECTOR	1.00	Director	$0	$0	$0
LARAINE FISCHER	DIRECTOR	1.00	Director	$0	$0	$0
MARSHALL ZOLLA	DIRECTOR	1.00	Director	$0	$0	$0
NATHALIE RUBENS	DIRECTOR	1.00	Director	$0	$0	$0
NATY SAIDOFF	DIRECTOR	1.00	Director	$0	$0	$0
PETER JOSEPH	DIRECTOR	1.00	Director	$0	$0	$0
PHILIP WACHS	DIRECTOR	1.00	Director	$0	$0	$0
ORLI RINAT	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT SULKIN	DIRECTOR	1.00	Director	$0	$0	$0
ROSELYNE SWIG	DIRECTOR	1.00	Director	$0	$0	$0
SANDRA DI CAPUA	DIRECTOR	1.00	Director	$0	$0	$0
SHELLEY TAUBER	DIRECTOR	1.00	Director	$0	$0	$0
STACY DICK	DIRECTOR	1.00	Director	$0	$0	$0
STUART KOGOD	DIRECTOR	1.00	Director	$0	$0	$0
SYLVIA KAUFMAN	DIRECTOR	1.00	Director	$0	$0	$0
ANGELICA BERRIE	CHAIR, SHI	1.00	Officer Director	$0	$0	$0
ROBERT KOGOD	CHAIRMAN EMERITUS, SHI	1.00	Officer Director	$0	$0	$0
ALAYNE SULKIN	DIRECTOR	1.00	Director	$0	$0	$0
AMY KLEIN	DIRECTOR	1.00	Director	$0	$0	$0
DONALD MELTZER	CHAIR, SHINA	1.00	Officer Director	$0	$0	$0
ERIC ZAHLER	TREASURER	1.00	Officer Director	$0	$0	$0
MATT BERLER	DIRECTOR	1.00	Director	$0	$0	$0
YEHUDA KURTZER	PRESIDENT	40.00	Officer	$478,927	$104,423	$583,350
RACHEL JACOBY ROSENFIELD	CEO	40.00	Officer	$289,583	$47,488	$337,071
DONNIEL HARTMAN	EXECUTIVE CHAIR	40.00	Key Emp	$404,648	$95,880	$500,528
ELIOT GOLDSTEIN	SENIOR VICE PRESIDENT, INS	40.00	Highest	$219,795	$23,333	$243,128
JUSTUS BAIRD	SENIOR VICE PRESIDENT OF N	40.00	Highest	$233,917	$42,159	$276,076
LAUREN BERKUN	VICE PRESIDENT, RABBINIC I	40.00	Highest	$206,167	$13,541	$219,708
ELANA STEIN	ROSH BEIT MIDRASH	40.00	Highest	$190,941	$15,326	$206,267
DAVID KATZ	DIRECTOR OF STRATEGIC PARTNERSHIPS	40.00	Highest	$187,967	$11,225	$199,192

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$34,503,344	$25,139,012	$43,446,191	$9,364,332
2022	$28,361,662	$25,807,479	$33,555,133	$2,554,183
2021	$19,450,722	$20,097,880	$33,744,747	$-647,158
2020	$16,306,133	$18,563,298	$33,544,814	$-2,257,165
2019	$24,570,012	$19,937,290	$34,746,381	$4,632,722
2018	$24,714,219	$17,354,381	$27,922,229	$7,359,838

THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA