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Education : Adult Education Programs and Services (Grantmaking)

The Shalom Hartman Institute of North America

Elevating the quality of Jewish life in Israel and around the world.

94.34

475 Riverside Drive Suite 1450
New York, NY 10115
tel: (212) 268-0300   Web Site
EIN: 13-3014387

Board Leadership
Angelica Berrie
Chair

CEO
Yehuda Kurtzer
President

Charity Navigator

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  Score
(out of 100) 		Rating
Overall Score & Rating 94.34
  Financial 100.00
  Accountability & Transparency 92.00
This rating was published 06/01/2021 and includes data from FY2019, the most recent 990 received at that time.
Why isn't this based on more recent data?

The Shalom Hartman Institute (SHI) is a center of transformative thinking and teaching that addresses the major challenges facing the Jewish people and elevates the quality of Jewish life in Israel and around the world. A leader in sophisticated, ideas-based Jewish education for community leaders and change agents, SHI is committed to the significance of Jewish ideas, the power of applied scholarship, and the conviction that great teaching contributes to the growth and continual revitalization of the Jewish people. The Shalom Hartman Institute of North America partners with Jewish change agents-rabbis, lay leaders, scholars, educators, and professionals-to develop and implement unique models of pluralistic, in-depth, text-based teaching, scholarship, and programs that address the challenges facing contemporary North American Jewry.

The Shalom Hartman Institute (SHI) is a center of transformative thinking and teaching that addresses the major challenges facing the Jewish people and elevates the quality of Jewish life in Israel and around the world. A leader in sophisticated, ideas-based Jewish education for community leaders and change agents, SHI is committed to the significance of Jewish ideas, the power of applied scholarship, and the conviction that great teaching contributes to the growth and continual revitalization of the Jewish people. The Shalom Hartman Institute of North America partners with Jewish change agents-rabbis, lay leaders, scholars, educators, and professionals-to develop and implement unique models of pluralistic, in-depth, text-based teaching, scholarship, and programs that address the challenges facing contemporary North American Jewry.

Learn more about how we calculate the overall score and rating.

Financial

100.00

Accountability & Transparency

92.00

This rating was published 06/01/2021 and includes data from FY2019, the most recent 990 received at that time.
Why isn't this based on more recent data?
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)		 89.3%
  Administrative Expenses 5.3%
  Fundraising Expenses 5.3%
  Fundraising Efficiency $0.04
  Working Capital Ratio (years) 1.79
  Program Expenses Growth 15.9%
  Liabilities to Assets 7.4%
All data for Financial Performance Metrics calculations was provided by The Shalom Hartman Institute of North America on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by The Shalom Hartman Institute of North America on recent 990s filed with the IRS.
Information Provided on the Form 990  
  Independent Voting Board Members
  No Material diversion of assets
  Audited financials prepared by independent accountant
  Does Not Provide Loan(s) to or Receive Loan(s) From related parties
  Documents Board Meeting Minutes
  Provided copy of Form 990 to organization's governing body in advance of filing
  Conflict of Interest Policy
  Whistleblower Policy
  Records Retention and Destruction Policy
  CEO listed with salary
  Process for determining CEO compensation
  Board Listed / Board Members Not Compensated
Is the following information easily accessible on the charity's website?  
  Donor Privacy Policy
  Board Members Listed
  Audited Financials
  Form 990
  Key staff listed

Highly Rated

Charity Name & State Overall Score Overall Rating
The Shalom Hartman Institute of North America (NY) 94.34
Street Law (MD) 91.44
Operation HOPE (GA) 95.22
Education For Employment (DC) 89.41
Literacy Assistance Center (NY) 90.02

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $23,494,862
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $23,494,862
   Program Service Revenue $810,194
Total Primary Revenue $24,305,056
   Other Revenue $264,956
TOTAL REVENUE $24,570,012
   
EXPENSES  
   Program Expenses $17,891,866
   Administrative Expenses $923,270
   Fundraising Expenses $1,122,154
TOTAL FUNCTIONAL EXPENSES $19,937,290
   
Payments to Affiliates $0
Excess (or Deficit) for the year $4,632,722
   
Net Assets $32,149,888

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
North American Community Leadership $17,891,866 100.0%

Ratings History
The Shalom Hartman Institute of North America has received 4 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2019-12 06/01/2021 94.34
2018-12 05/01/2020 94.34
2017-12 05/01/2019 91.51
2016-12 05/01/2018 91.51
2015-12 03/01/2017 86.44
2014-12 06/01/2016 89.22
 
CN 2.0
2014-12 02/01/2016 89.34
2013-12 09/01/2015 88.61
2013-12 07/01/2015 83.69
2012-12 02/01/2014 81.38
2011-12 05/01/2013 86.22
2010-12 04/01/2012 77.83
2009-12 09/20/2011 81.12
 
CN 1.0
2009-12 05/01/2011 85.62
2008-12 05/01/2010 96.07
2007-12 06/01/2009 96.29
2006-12 04/01/2008 91.18
2005-12 03/01/2007 89.31
2004-12 05/01/2006 87.10
2003-12 02/01/2005 81.01

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 13-3014387
Name in IRS Master File THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
NTEE Code Q11
NTEE Classification Single Organization Support
NTEE Type International, Foreign Affairs and National Security
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (994) Described in section 170(b)1)(a)(vi) of the Code
(124) Study and research (non-scientific)
(40) Scholarships (other)
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date January, 1980
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End December
IRS Forms 990
(provided courtesy of Foundation Center)		 (Log In or Register Now to View Forms 990!)
  • December, 2017
  • December, 2016
  • December, 2015
  • December, 2014
  • December, 2013
Compensation % of Expenses Paid to Title
$337,542 1.69% Yehuda Kurtzer President
Other Salaries of Note
$489,513 2.45% Donniel Hartman Senior Faculty

Highly Rated

Charity Name & State Overall Score Overall Rating
The Shalom Hartman Institute of North America (NY) 94.34
Mercy Learning Center of Bridgeport (CT) 97.17
Operation HOPE (GA) 95.22
Literacy Assistance Center (NY) 90.02
American Friends of Nishmat (NY) 87.97

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This charity has an official representative registered with Charity Navigator.

Charity Contact Info

The Shalom Hartman Institute of North America
475 Riverside Drive
Suite 1450
New York, NY 10115
tel: (212) 268-0300
fax: (212) 239-4550
EIN: 13-3014387

Visit Web Site

Board Leadership

Angelica Berrie
Chair

CEO

Yehuda Kurtzer
President

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