2021-03-11T04:40:02-08:00 2020-06-30 541972062 DUNHAM AUKAMP & RHODES PLC 4437 Brookfield Corporate Dr Suite CHANTILLY VA 20151 990 2019-07-01 521130401 SHALEM INSTITUTE FOR SPIRITUAL FORMATION SHAL 3018977334 1226 VERMONT AVE NW WASHINGTON DC 20005 MARGARET BENEFIEL Executive Dir. 3018977334 2021-03-11 true MICHAEL D AUKAMP CPA P00723879 7036318940 2019 2022-09-23 18:48:47Z X MARGARET BENEFIEL 1226 VERMONT AVE NW WASHINGTON DC 20005 1185109 false X WWW.SHALEM.ORG X 1978 DC PROVIDE RESOURCES TO INDIVIDUALS & COMMUNITIES FOR NURTURING CONTEMPLATIVE LIVING & LEADERSHIP. 15 15 6 0 557877 743416 659732 410810 14865 26858 6120 4025 1238594 1185109 8000 0 0 364136 349704 0 145868 584789 586431 956925 936135 281669 248974 1960835 2377676 78038 173096 1882797 2204580 PROVIDE RESOURCES TO INDIVIDUALS & COMMUNITIES FOR NURTURING CONTEMPLATIVE LIVING & LEADERSHIP. false false 348391 LONG-TERM PROGRAMS - PROGRAMS FOR INDIVIDUALS WHO DESIRE IN-DEPTH SUPPORT FOR THEIR LIVES AND MINISTRIES. 233880 SHORT AND INTERMEDIATE PROGRAMS - REGIONAL, INTERNATIONAL, AND LOCAL PROGRAMS, GROUPS, RETREATS AND PILGRIMAGES THAT OFFER TEACHING AND PRACTICES FOR THOSE SEEKING A GROUNDING IN CONTEMPLATIVE LIVING AND LEADERSHIP. 73849 COMMUNICATIONS AND MEDIA RESOURCES - PROVIDING TEACHING, INSIGHTS AND GROUNDING IN SPIRITUAL FORMATION THROUGH NEWSLETTERS, WRITINGS AND INTERNET RESOURCES. 656120 true true false false false false false true false true true false false false false true true false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false true 31 0 false 6 true false false false false false true true false 0 false false false false false false false X 15 15 false false false false false false false true true false false true true true true true true true true false MD X MARGARET BENEFIEL 3018977334 1226 VERMONT AVE NW WASHINGTON DC 20005 MARGARET BENEFIEL Executive Dir. 40.00 0.00 X 103677 0 0 SCOTT ROHR Director 2.00 0.00 X 0 0 0 JESSIE SMITH Vice President 2.00 0.00 X X 0 0 0 WINSTON B CHARLES Director 2.00 0.00 X 0 0 0 OSTEIN TRUITT Director 2.00 0.00 X 0 0 0 MARK GOODWIN Treasurer 2.00 0.00 X X 0 0 0 FAY ACKER Director 2.00 0.00 X 0 0 0 RHETT ENGELKING Director 2.00 0.00 X 0 0 0 KEITH KRISTICH Director 2.00 0.00 X 0 0 0 KATIE ZIMMERMAN Director 2.00 0.00 X 0 0 0 DAWN PECK Director 2.00 0.00 X 0 0 0 LISA SENUTA Secretary 2.00 0.00 X X 0 0 0 NAN WEIR President 2.00 0.00 X X 0 0 0 KIOK CHO Director 2.00 0.00 X 0 0 0 GENE FOEHL Director 2.00 0.00 X 0 0 0 PATIENCE ROBBINS Director 2.00 0.00 X 0 0 0 103677 1 false false false 0 743416 260093 743416 PROGRAM TUITION AND FEES 611600 410810 410810 410810 26858 26858 0 0 0 0 0 0 0 OTHER INCOME 611600 4025 4025 4025 1185109 414835 26858 X 0 0 0 0 111803 60373 21243 30187 0 176363 118851 17737 39775 0 41147 25203 7166 8778 20391 12490 3551 4350 0 0 85000 14683 64693 5624 0 0 0 157374 157374 16495 9624 917 5954 0 11696 156 11540 0 72377 50439 13066 8872 0 0 180486 179700 786 0 0 12180 7461 2121 2598 12350 7565 2151 2634 MERCHANT ACCOUNT FEES 16762 12357 560 3845 BAD DEBT EXPENSE 15240 15240 SPECIAL EVENTS EXPENSE 6471 6471 0 936135 656120 134147 145868 691439 740125 0 178674 178634 18385 15069 0 0 0 16036 0 76171 80854 134012 121598 24594 12414 941701 1339785 0 0 0 13835 10795 1960835 2377676 54974 37831 23064 76362 58903 78038 173096 X 1166550 1307557 716247 897023 1882797 2204580 1960835 2377676 248974 72809 X false true X true false X 382763 402032 900198 557877 743416 2986286 0 0 382763 402032 900198 557877 743416 2986286 331289 2654997 13000 12450 14452 18460 26858 85220 0 13733 8151 6120 4250 32254 3103760 0.85540 0.63780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10795 X false 569319 569319 569319 569319 569319 569319 569319 569319 647497 78178 569319 1.00000 false false false 58867 52965 5902 75145 68633 6512 12414 X 1228808 72809 -29110 43699 1185109 1185109 907025 -29110 -29110 936135 936135 Part III, Line 1a: If organization elected under SFAS 116 to not report are, historical treasures, o THE ORGANIZATION HOLDS VARIOUS COLLECTION OF ARTWORK INCLUDING PAINTINGS AND BRONZE SCULPTURES FOR PUBLIC DISPLAY AROUND THE OFFICE. Part V, Line 4: Intended uses of the endowment fund. THE SHALEM FUND WAS ESTABLISHED BY THE BOARD OF DIRECTORS IN 1985 TO HELP ENSURE THE LONG TERM STABILITY OF SHALEM. Part X : FIN48 Footnote AS OF JUNE 30, 2020, SHALEM HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE TAX YEARS SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES ARE THE YEARS ENDED JUNE 30, 2017 through 2019. X 4 260093 FMV false false false Form 990, Part VI, Line 11b: Form 990 Review Process THE 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT, REVIEWED BY THE MANAGEMENT BEFORE FILING WITH THE IRS AND CIRCULATED TO THE ENTIRE BOARD AFTERWARDS. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts THE BOARD PROVIDES THE WRITTEN POLICY TO ALL MEMBERS OF THE BOARD, STAFF AND ADJUNCT STAFF, AND REQUIRES THAT THEY COMPLETE ANNUALLY THE CONFLICT OF INTEREST DISCLOSURE FORM AND PROVIDE WRITTEN UPDATES AS CONFLICTS OF INTEREST ARISE. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management THE PROCESS FOR DETERMINING CEO AND OTHER KEY EMPLOYEE COMPENSATION INCLUDES A REVIEW BY INDEPENDENT BOARD MEMBERS AND APPROVAL; THOSE DELIBERATIONS ARE DOCUMENTED. COMPARABLE DATA ARE USED FOR SIMILAR ORGANIZATONS IN THE INDUSTRY. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC BASED ON THE FACTS AND CIRCUMSTANCES OF EACH REQUEST.