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Nonprofiteer
← THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA

Form 990 for tax year 2023

Filed by THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA.

Totals

Total revenue
$34,503,344
Total expenses
$25,139,012
Contributions and grants received
$33,730,835
Grants paid
$10,016,250
Program services expenses (Part IX)
$21,787,250
Management and general expenses
$1,266,743
Fundraising expenses
$2,085,019
Program service expenses (Part III)
$21,787,250

Program services were 86.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ABIGAIL POGREBIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALAN FISCHER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BARBARA SEGAL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BILL BENJAMIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAN RUBIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID SCHNELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DEBBIE SAIDOFF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DIANA ANDERSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR ANITA FRIEDMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR RAY FINK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR SIDNEY FRIEDMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GORDON LAFER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GREG KAUFMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HOWARD ZACK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JACQUIE BAYLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOEL TAUBER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAN POPKIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LARAINE FISCHER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARSHALL ZOLLA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NATHALIE RUBENS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NATY SAIDOFF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PETER JOSEPH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PHILIP WACHS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ORLI RINAT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT SULKIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROSELYNE SWIG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SANDRA DI CAPUA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SHELLEY TAUBER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STACY DICK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STUART KOGOD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SYLVIA KAUFMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANGELICA BERRIE

    CHAIR, SHI

    Total calculated
    $0
    Hours/week
    1

  • ROBERT KOGOD

    CHAIRMAN EMERITUS, SHI

    Total calculated
    $0
    Hours/week
    1

  • ALAYNE SULKIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • AMY KLEIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DONALD MELTZER

    CHAIR, SHINA

    Total calculated
    $0
    Hours/week
    1

  • ERIC ZAHLER

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • MATT BERLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • YEHUDA KURTZER

    PRESIDENT

    Total calculated
    $583,350
    From this org
    $478,927
    From related orgs
    $0
    Other
    $104,423
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $450,000
    Bonus
    $0
    Other
    $28,927
    Deferred
    $55,000
    Nontaxable benefits
    $49,423
    Filer's total
    $583,350

  • RACHEL JACOBY ROSENFIELD

    CEO

    Total calculated
    $337,071
    From this org
    $289,583
    From related orgs
    $0
    Other
    $47,488
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $289,583
    Bonus
    $0
    Other
    $0
    Deferred
    $28,958
    Nontaxable benefits
    $18,530
    Filer's total
    $337,071

  • DONNIEL HARTMAN

    EXECUTIVE CHAIR

    Total calculated
    $500,528
    From this org
    $404,648
    From related orgs
    $0
    Other
    $95,880
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $404,648
    Bonus
    $0
    Other
    $0
    Deferred
    $73,500
    Nontaxable benefits
    $22,380
    Filer's total
    $500,528

  • ELIOT GOLDSTEIN

    SENIOR VICE PRESIDENT, INS

    Total calculated
    $243,128
    From this org
    $219,795
    From related orgs
    $0
    Other
    $23,333
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $219,795
    Bonus
    $0
    Other
    $0
    Deferred
    $11,072
    Nontaxable benefits
    $12,261
    Filer's total
    $243,128

  • JUSTUS BAIRD

    SENIOR VICE PRESIDENT OF N

    Total calculated
    $276,076
    From this org
    $233,917
    From related orgs
    $0
    Other
    $42,159
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $227,250
    Bonus
    $0
    Other
    $6,667
    Deferred
    $11,363
    Nontaxable benefits
    $30,796
    Filer's total
    $276,076

  • LAUREN BERKUN

    VICE PRESIDENT, RABBINIC I

    Total calculated
    $219,708
    From this org
    $206,167
    From related orgs
    $0
    Other
    $13,541
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $206,167
    Bonus
    $0
    Other
    $0
    Deferred
    $10,308
    Nontaxable benefits
    $3,233
    Filer's total
    $219,708

  • ELANA STEIN

    ROSH BEIT MIDRASH

    Total calculated
    $206,267
    From this org
    $190,941
    From related orgs
    $0
    Other
    $15,326
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $185,000
    Bonus
    $0
    Other
    $5,941
    Deferred
    $9,250
    Nontaxable benefits
    $6,076
    Filer's total
    $206,267

  • DAVID KATZ

    DIRECTOR OF STRATEGIC PARTNERSHIPS

    Total calculated
    $199,192
    From this org
    $187,967
    From related orgs
    $0
    Other
    $11,225
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $181,967
    Bonus
    $6,000
    Other
    $0
    Deferred
    $9,400
    Nontaxable benefits
    $1,825
    Filer's total
    $199,192

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · First-class or charter travel
  • 1a · Travel for companions
  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 2 · Substantiation required before reimbursing expenses
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
31 October 2024
IRS schema version
2023v5.1
Source object
202423059349302502

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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