Nonprofit · EIN 13-3014387
THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
Tax-exempt · NEW YORK, NY 10115
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $24,845,958 | $29,742,302 | -$4,896,344 | $40,775,226 | $3,584,628 | $37,190,598 |
| December 31, 2023 | 990 | $34,503,344 | $25,139,012 | $9,364,332 | $43,446,191 | $1,883,109 | $41,563,082 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $23,545,965
- Program service revenue
- $832,409
- Investment income
- $467,584
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $10,570,050
- Compensation of officers, directors and key employees
- $1,212,313
- Other salaries and wages
- $7,304,190
- Salaries, compensation and benefits (total)
- $9,636,120
- Professional fundraising fees
- $0
- Depreciation
- $191,948
- Program services (functional)
- $26,168,934
- Management and general (functional)
- $1,490,932
- Fundraising (functional)
- $2,082,436
Balance sheet and other
- Total assets, start of year
- $43,446,191
- Total assets, end of year
- $40,775,226
- Total liabilities, end of year
- $3,584,628
- Net assets, end of year
- $37,190,598
- Land, buildings and equipment
- $654,073
- Publicly traded securities
- $3,465,366
- Net assets without donor restrictions
- $9,442,011
- Net assets with donor restrictions
- $27,748,587
- Gross receipts
- $24,845,958
- Employees
- 152
- Volunteers
- 33
- Year formed
- 1978
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| YEHUDA KURTZER | PRESIDENT Officer | 40 | $479,310 | $122,584 |
| DONNIEL HARTMAN | EXECUTIVE CHAIR Key employee | 40 | $405,140 | $96,927 |
| RACHEL JACOBY ROSENFIELD | CEO Officer | 40 | $327,863 | $54,558 |
| ELIOT GOLDSTEIN | SENIOR VICE PRESIDENT, INS Highest-paid employee | 40 | $293,499 | $25,265 |
| JUSTUS BAIRD | SENIOR VICE PRESIDENT OF N Highest-paid employee | 40 | $243,197 | $46,348 |
| TILLY SHEMER | SENIOR VICE PRESIDENT OF WELLSPRING Former | 40 | $233,341 | $11,982 |
| LAUREN BERKUN | VICE PRESIDENT, RABBINIC I Highest-paid employee | 40 | $224,117 | $16,116 |
| ELANA STEIN | ROSH BEIT MIDRASH Highest-paid employee | 40 | $203,368 | $17,073 |
| ABIGAIL POGREBIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALAYNE SULKIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALEXANDRA BAR-COHEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AMY KLEIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANGELICA BERRIE | CHAIR, SHI Trustee or director | 1 | $0 | $0 |
| BARBARA SEGAL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BILL BENJAMIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
26 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAN RUBIN | DIRECTOR Trustee or director | 1 | $0 |
| DAVID SCHNELL | DIRECTOR Trustee or director | 1 | $0 |
| DIANA ANDERSON | DIRECTOR Trustee or director | 1 | $0 |
| DONALD MELTZER | CHAIR, SHINA Trustee or director | 1 | $0 |
| DR ANITA FRIEDMAN | DIRECTOR Trustee or director | 1 | $0 |
| DR RAY FINK | DIRECTOR Trustee or director | 1 | $0 |
| DR SIDNEY FRIEDMAN | DIRECTOR Trustee or director | 1 | $0 |
| ERIC ZAHLER | TREASURER Trustee or director, Officer | 1 | $0 |
| GORDON LAFER | DIRECTOR Trustee or director | 1 | $0 |
| GREG KAUFMAN | DIRECTOR Trustee or director | 1 | $0 |
| HOWARD ZACK | DIRECTOR Trustee or director | 1 | $0 |
| JACQUIE BAYLEY | DIRECTOR Trustee or director | 1 | $0 |
| JAN POPKIN | DIRECTOR Trustee or director | 1 | $0 |
| JOEL TAUBER | DIRECTOR Trustee or director | 1 | $0 |
| MARSHALL ZOLLA | DIRECTOR Trustee or director | 1 | $0 |
| MATT BERLER | DIRECTOR Trustee or director | 1 | $0 |
| NATHALIE RUBENS | DIRECTOR Trustee or director | 1 | $0 |
| ORLI RINAT | DIRECTOR Trustee or director | 1 | $0 |
| PETER JOSEPH | DIRECTOR Trustee or director | 1 | $0 |
| PHILIP WACHS | DIRECTOR Trustee or director | 1 | $0 |
| ROBERT GILBERT | DIRECTOR Trustee or director | 1 | $0 |
| ROBERT SULKIN | DIRECTOR Trustee or director | 1 | $0 |
| ROSELYNE SWIG | DIRECTOR Trustee or director | 1 | $0 |
| SANDRA DI CAPUA | DIRECTOR Trustee or director | 1 | $0 |
| SHELLEY TAUBER | DIRECTOR Trustee or director | 1 | $0 |
| STUART KOGOD | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 46 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| YEHUDA KURTZER | PRESIDENT Officer | 40 | $478,927 | $104,423 |
| DONNIEL HARTMAN | EXECUTIVE CHAIR Key employee | 40 | $404,648 | $95,880 |
| RACHEL JACOBY ROSENFIELD | CEO Officer | 40 | $289,583 | $47,488 |
| JUSTUS BAIRD | SENIOR VICE PRESIDENT OF N Highest-paid employee | 40 | $233,917 | $42,159 |
| ELIOT GOLDSTEIN | SENIOR VICE PRESIDENT, INS Highest-paid employee | 40 | $219,795 | $23,333 |
| LAUREN BERKUN | VICE PRESIDENT, RABBINIC I Highest-paid employee | 40 | $206,167 | $13,541 |
| ELANA STEIN | ROSH BEIT MIDRASH Highest-paid employee | 40 | $190,941 | $15,326 |
| DAVID KATZ | DIRECTOR OF STRATEGIC PARTNERSHIPS Highest-paid employee | 40 | $187,967 | $11,225 |
| ABIGAIL POGREBIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALAN FISCHER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BARBARA SEGAL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BILL BENJAMIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAN RUBIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID SCHNELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DEBBIE SAIDOFF | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DIANA ANDERSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR ANITA FRIEDMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR RAY FINK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR SIDNEY FRIEDMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GORDON LAFER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GREG KAUFMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HOWARD ZACK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JACQUIE BAYLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOEL TAUBER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAN POPKIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LARAINE FISCHER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARSHALL ZOLLA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NATHALIE RUBENS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NATY SAIDOFF | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PETER JOSEPH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PHILIP WACHS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ORLI RINAT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBERT SULKIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROSELYNE SWIG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SANDRA DI CAPUA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHELLEY TAUBER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STACY DICK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STUART KOGOD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SYLVIA KAUFMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANGELICA BERRIE | CHAIR, SHI Trustee or director, Officer | 1 | $0 | $0 |
| ROBERT KOGOD | CHAIRMAN EMERITUS, SHI Trustee or director, Officer | 1 | $0 | $0 |
| ALAYNE SULKIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AMY KLEIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DONALD MELTZER | CHAIR, SHINA Trustee or director, Officer | 1 | $0 | $0 |
| ERIC ZAHLER | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MATT BERLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 475 RIVERSIDE DR STE 1800, NEW YORK, NY 10115-0029
- In care of
- % STACEY PRENNER
- Principal officer (990 for 2024)
- YEHUDA KURTZER, 475 RIVERSIDE DRIVE 1800, NEW YORK, NY 10115
- Signed the 990
- YEHUDA KURTZER, PRESIDENT
- Phone
- (212) 268-0300
- Website
- WWW.SHALOMHARTMAN.ORG
- Return prepared by
- CERINI & ASSOCIATES LLP
Mission
THE SHALOM HARTMAN INSTITUTE (SHI) IS A LEADING RESEARCH AND EDUCATIONAL CENTER SERVING ISRAEL AND WORLD JEWRY. WE WORK TO ENRICH THE MORAL AND SPIRITUAL LIFE OF ISRAEL AND THE JEWISH PEOPLE, DEEPEN THE COMMITMENT TO PLURALISM AND ISRAEL'S JEWISH AND DEMOCRATIC CHARACTER, AND REBUILD THE COVENANT BETWEEN ISRAEL AND THE JEWISH WORLD.
Program accomplishments
- 1) THE KOGOD RESEARCH CENTER FOR CONTEMPORARY JEWISH THOUGHT FUELS THE CUTTING-EDGE SCHOLARSHIP THAT INFORMS EDUCATIONAL PROGRAMS, SEMINARS, PODCASTS, AND ARTICLES EMPOWERING LEADERS TO LEAD WITH COURAGE, CONVICTION, AND COMPASSION ON COMPLEX ISSUES RELATED TO ISRAEL AND THE JEWISH PEOPLE. THE RESEARCH CENTER BRINGS TOGETHER SCHOLARS IN NORTH AMERICA AND ISRAEL WHO ARE SHAPING TODAY'S JEWISH DISCOURSE AND WHOSE IDEAS INFLUENCE THE ENTIRE SPHERE OF THE INSTITUTE'S WORK. SEE SCHEDULE O FOR THE CONTINUATION.1) CONTINUED: THE GLOBAL IENGAGE SEMINAR TACKLES QUESTIONS SUCH AS HOW NORTH AMERICAN JEWS RELATE TO ISRAEL AND JEWISH PEOPLEHOOD, AND NORTH AMERICAN SEMINARS ADDRESS TOPICS LIKE HOW AMERICAN JEWS CAN CONTRIBUTE TO THE STRENGTHENING OF CIVIC LIFE.2) NATIONAL PROGRAMS - IN OUR REGIONS, THE INSTITUTE ENGAGES PROFESSIONAL AND LAY LEADERS AT MAJOR COMMUNAL ORGANIZATIONS THROUGHOUT NORTH AMERICA, PROVIDING CURRICULA, FACULTY, AND ONGOING COLLABORATIVE PARTNERSHIPS. OUR SCHOLARS AND FACULTY TEACH IN CITIES ACROSS NORTH AMERICA, AT SYNAGOGUES, ON COLLEGE CAMPUSES, AND IN COMMUNITY CENTERS, BROADENING OUR REACH AND ENGAGING TENS OF THOUSANDS OF LEADERS AND LEARNERS WITH HARTMAN IDEAS.NATIONAL PROGRAMS TARGET SPECIFIC GROUPS OF JEWISH LEADERS ACROSS NORTH AMERICA:---RABBINIC LEADERSHIP PROGRAMS TRANSFORM NORTH AMERICAN JUDAISM BY EQUIPPING RABBIS TO BECOME THOUGHT LEADERS WHO CAN BETTER COMMUNICATE, EDUCATE, AND LEAD COURAGEOUSLY ON THE ISSUES FACING JUDAISM, JEWISH PEOPLEHOOD, AND ISRAEL IN THE 21ST CENTURY. THESE PROGRAMS ALSO ENRICH THE LIVES AND CAREERS OF RABBIS BY NURTURING AND INSPIRING THEM WITH A SENSE OF RENEWED PURPOSE, MEANING, AND A COMMUNITY OF RABBINIC CONFIDANTS AND INTELLECTUAL PARTNERS. LEADERSHIP PROGRAMS INCLUDE RABBINIC LEADERSHIP INITIATIVE (RLI),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, RABBINIC TORAH SEMINAR (RTS), AN ANNUAL TEN-DAY IMMERSIVE STUDY PROGRAM AT THE HARTMAN INSTITUTE IN JERUSALEM THAT BRINGS TOGETHER RABBIS OF ALL DENOMINATIONS , AND RABBANUT NORTH AMERICA, AN ORDINATION PROGRAM TO TRAIN VISIONARY LEADERS IN THE JEWISH TEXTS, IDEAS, AND SKILLS THEY NEED TO LEAD THE NORTH AMERICAN JEWISH COMMUNITY AS CUTTING-EDGE RABBIS. --- WELLSPRING OFFERS A GROWING SUITE OF EDUCATIONAL INITIATIVES FOR YOUNG JEWS BETWEEN THE AGES OF 1525 AS WELL AS THE PROFESSIONALS, EDUCATORS, AND INSTITUTIONS THAT SERVE THEM ON COLLEGE CAMPUSES, DAYS SCHOOLS, SUMMER CAMPS, CONGREGATIONAL SCHOOLS, AND YOUTH GROUPS. KEY PROGRAMS INCLUDE THE HARTMAN TEEN FELLOWSHIP, A LEADERSHIP PROGRAM FOR HIGH SCHOOL STUDENTS COMBINING JEWISH IDEAS, IDENTITY, COMMUNITY, AND MENTORSHIP; THE HEVRUTA GAP-YEAR PROGRAM, WHERE NORTH AMERICANS AND ISRAELIS SPEND A YEAR IN JERUSALEM BLENDING STUDY, COMMUNITY, AND LEADERSHIP; AND THE WELLSPRING SUMMIT FOR EDUCATORS, BRINGING TOGETHER LEADERS FROM ACROSS THE EDUCATIONAL LANDSCAPE TO LEARN, CONNECT, AND THINK CREATIVELY AND CONSTRUCTIVELY ABOUT JEWISH EDUCATION. --- HARTMAN DIGITAL IS SHAPING THE PUBLIC DISCOURSE ACROSS MULTIPLE MEDIA PLATFORMS, PROVIDING LEADERS AND CHANGE AGENTS WITH THE IDEAS AND INSIGHTS THEY NEED TO LEAD WITH COURAGE. THROUGH WORLD-CLASS CONTENT ON DIGITAL PLATFORMS INCLUDING PODCASTS, VIDEOS, ON SOCIAL MEDIA INCLUDING INSTAGRAM, FACEBOOK, AND YOUTUBE AND PRINT MEDIA SUCH AS SOURCES: A JOURNAL OF JEWISH IDEAS, WE ARE PROVIDING CONTEXT AND FRAMING, AND OFFERING CLARITY AND MORAL VISION ABOUT THE ISSUES THAT MATTER MOST.Expenses $26,168,934 · grants $10,570,050 · revenue $832,409
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 13-3014387
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1980
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- International, foreign affairs and national security (Q112)
- Assets (IRS master file)
- $40,775,226
- Income (IRS master file)
- $24,845,958
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $24,845,958 | $29,742,302 | $40,775,226 | XML |
| 990 | December 2023 | $34,503,344 | $25,139,012 | $43,446,191 | XML |
| 990 | December 2022 | $28,361,662 | $25,807,479 | $33,555,133 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-3014387).
Questions about THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
- What is the EIN of THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA?
- The employer identification number (EIN) of THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA is 13-3014387.
- Is THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA?
- The 990 for the year ended December 31, 2024 names YEHUDA KURTZER.
- Who are the officers and directors of THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA?
- The 990 for the year ended December 31, 2024 lists 41 people; 8 received compensation from the organization, the highest $479,310 (YEHUDA KURTZER, PRESIDENT).
- How much revenue does THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $24,845,958, expenses of $29,742,302 and total assets of $40,775,226 at year end.
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