The Shalom Hartman Institute of North America

What it reported doing in 2024

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.

Financial Efficiency

• Mission deployment rate: 100%; rating input score 100
• Program expense ratio: 88%; rating input score 88
• Fundraising efficiency: $11.31 raised per $1 spent on fundraising; rating input score 42; 42nd percentile among comparable filings

Transparency & Controls

• Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
• Pay-setting controls: 6 of 6 controls in place; rating input score 100
  • Compensation committee: Pass
  • Independent consultant: Pass
  • Other Form 990s reviewed: Pass
  • Written employment contract: Pass
  • Compensation survey or study: Pass
  • Board or committee approval: Pass
• Foreign activity oversight: 0 of 8 controls in place; rating input score 0
  • Claims monitoring procedures: Limited
  • Requires narrative reports: Limited
  • Conducts field audits: Limited
  • May suspend future funding: Limited
  • Requires financial reports: Limited
  • Conducts site visits: Limited
  • Requires grant agreements: Limited
  • May require repayment: Limited
• Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
• Major donor itemization: Yes; rating input score 100
• Related-party transparency: Limited

Accountability

• Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
• Governance controls: 9 of 9 controls in place; rating input score 100
  • Conflict-of-interest policy: Pass
  • Whistleblower policy: Pass
  • Document-retention policy: Pass
  • CEO compensation review process: Pass
  • Other executive compensation review process: Pass
  • Form 990 shared with the board: Pass
  • Board meeting minutes documented: Pass
  • Audit committee oversight: Pass
  • Independent financial-statement audit: Pass

Sustainability

• Operating margin: -19.7%; rating input score 5; 5th percentile among comparable filings
• Total-asset coverage ratio: 1.37; rating input score 48; 48th percentile among comparable filings
• Liabilities to assets ratio: 0.09; rating input score 76; 76th percentile among comparable filings
• Officer compensation ratio: 9.4%; rating input score 23; 23rd percentile among comparable filings

Growth

• Program expense growth: 10.5% per year; rating input score 100; 72nd percentile among comparable filings
• Revenue growth: 10.5% per year; rating input score 100; 76th percentile among comparable filings
• Asset growth: 12.6% per year; rating input score 100; 74th percentile among comparable filings