THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA

EIN: 133014387 501(c)(3) International Affairs

NEW YORK, NY

Total Revenue
$34,503,344
Total Expenses
$25,139,012
Total Assets
$43,446,191
Net Assets
$41,563,082
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Financial Trends

Organization Details

Formation Year
1978
Legal Domicile
NY
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

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.

Program Service Accomplishments

Program 1
Expenses: $21,787,250 Revenue: $373,100

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...

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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.

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

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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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Governance

Voting Members
38
Independent Members
36
Employees
137
Volunteers
36

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
6
$920,421
Total Directors
38
$0
Key Employees
1
$500,528
Highest Compensated
5
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
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