2019-05-15T13:34:39-05:00 2018-06-30 371611326 ARONSON LLC 805 KING FARM BLVD 3RD FLOOR ROCKVILLE MD 20850 990 2017-07-01 521130401 SHALEM INSTITUTE FOR SPIRITUAL FORMATION SHAL 3018977334 3025 FOURTH ST NE SUITE 22 WASHINGTON DC 20017 LAURA CAPERTON EXECUTIVE DIRECTOR 3018977334 2019-05-15 1 ROBERT EBY CPA P01682202 3012316200 65.242.31.146 2019-05-15 13:03:58 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 0A7FB4419E686526A196E2DE9939D0174F2444ED 2017 2019-02-21 02:37:17Z MARGARET BENEFIEL 3025 FOURTH ST NE SUITE 22 WASHINGTON DC 20017 1580093 0 X WWW.SHALEM.ORG X 1978 DC PROVIDE RESOURCES TO INDIVIDUALS & COMMUNITIES FOR NURTURING CONTEMPLATIVE LIVING & LEADERSHIP. 22 19 6 0 0 0 402032 900198 709922 657292 13055 14452 13733 8151 1138742 1580093 9894 4830 0 0 356142 357157 0 0 88551 701398 669326 1067434 1031313 71308 548780 1034862 1638780 49288 90525 985574 1548255 X TO PROVIDE RESOURCES TO INDIVIDUALS AND COMMUNITIES FOR NURTURING CONTEMPLATIVE LIVING AND LEADERSHIP. 0 0 307854 4830 360293 LONG-TERM PROGRAMS - PROGRAMS FOR INDIVIDUALS WHO DESIRE IN-DEPTH SUPPORT FOR THEIR LIVES AND MINISTRIES. 261598 292222 SHORT AND INTERMEDIATE PROGRAMS - REGIONAL AND LOCAL PROGRAMS, GROUPS, RETREATS AND PILGRIMAGES THAT OFFER TEACHING AND PRACTICES FOR THOSE SEEKING A GROUNDING IN CONTEMPLATIVE LIVING AND LEADERSHIP. 107076 4777 COMMUNICATIONS AND MEDIA RESOURCES - PROVIDING TEACHING, INSIGHTS AND GROUNDING IN SPIRITUAL FORMATION THROUGH NEWSLETTERS, WRITINGS AND INTERNET RESOURCES. SERVICES - PROJECTS (INCLUDE GRANT SUPPORT FOR NEW EVENTS AND DEVELOPMENT INITIATIVES). 676528 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 32 0 6 1 0 0 0 0 0 1 1 0 0 0 0 X 22 19 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 MD X LAURA CAPERTON 3018977334 3025 4TH STREET NE SUITE 22 WASHINGTON DC 20017 WINSTON CHARLES PRESIDENT 2.00 X X 2348 0 0 NAN WEIR VICE-PRESIDENT 2.00 X X 2000 0 0 SUSAN ETHERTON SECRETARY 2.00 X X 0 0 0 MARK GOODWIN TREASURER 2.00 X X 0 0 0 CAROL ECKERMAN DIRECTOR 2.00 X 0 0 0 DANA GREENE DIRECTOR 2.00 X 0 0 0 ELEANOR ABARNO DIRECTOR 2.00 X 0 0 0 DAVID FRAZELL DIRECTOR 2.00 X 0 0 0 GREG COCHRAN DIRECTOR 2.00 X 969 0 0 LISA SENUTA DIRECTOR 2.00 X 0 0 0 AMY DILLS-MOORE DIRECTOR 2.00 X 0 0 0 KIM PARKER DIRECTOR 2.00 X 0 0 0 DAWN PECK DIRECTOR 2.00 X 0 0 0 SCOTT ROHR DIRECTOR 2.00 X 0 0 0 OSTEIN TRUITT DIRECTOR 2.00 X 0 0 0 JESSIE SMITH DIRECTOR 2.00 X 0 0 0 FAY ACKER DIRECTOR 2.00 X 0 0 0 KEITH KRISTICH DIRECTOR 2.00 X 0 0 0 JACKSON DRONEY DIRECTOR 2.00 X 0 0 0 BUFFY ILLUM DIRECTOR 2.00 X 0 0 0 RHETT ENGELKING DIRECTOR 2.00 X 0 0 0 KATIE ZIMMERMAN DIRECTOR 2.00 X 0 0 0 MARGARET BENEFIEL EXECUTIVE DIRECTOR 40.00 X 103020 0 0 108337 0 0 1 0 0 0 0 900198 150598 900198 TUITION AND FEES 611600 657292 657292 657292 14452 14452 OTHER INCOME 611600 8151 8151 8151 1580093 665443 0 14452 X 4830 4830 103146 67004 17215 18927 190194 123550 31743 34901 41992 27277 7008 7707 21825 14177 3642 4006 1780 1780 82946 82946 157419 155691 1728 7202 7202 56455 32352 6403 17700 21470 15102 6368 277252 222218 55034 8936 3696 5240 14050 14050 12647 12647 MISCELLANEOUS 17098 17098 SPECIAL EVENTS 5310 5310 BOOKS & PUBLICATIONS 3429 3429 EQUIPMENT RENTAL 3253 3253 79 79 1031313 676528 266234 88551 217631 531695 14022 288551 11037 22164 17234 16864 77097 56193 126246 94720 45589 31526 638417 677952 13835 13835 1034862 1638780 29375 73500 19913 17025 49288 90525 X 921869 985101 63705 563154 985574 1548255 1034862 1638780 X 548780 36928 -23027 X 0 1 X 1 0 X 448097 442825 382763 402032 900198 2575915 448097 442825 382763 402032 900198 2575915 838452 1737463 13298 12801 13000 12450 14452 66001 13733 8151 21884 2663800 3197796 0.65220 0.67580 X 13795 X 0 569319 569319 569319 569319 647497 78178 569319 669319 21822 647497 569319 100000 669319 1.00000 0 0 51101 49525 1576 75145 45195 29950 31526 X 1617021 36928 36928 1580093 0 1580093 1054340 23027 23027 1031313 0 1031313 PART III, LINE 4: THE ORGANIZATION HOLDS VARIOUS COLLECTION OF ARTWORK INCLUDING PAINTINGS AND BRONZE SCULPTURES FOR PUBLIC DISPLAY AROUND THE OFFICE. PART V, LINE 4: THE SHALEM FUND WAS ESTABLISHED BY THE BOARD OF DIRECTORS IN 1985 TO HELP ENSURE THE LONG TERM STABILITY OF SHALEM. PART X, LINE 2: FINANCIAL STATEMENT FOOTNOTE REGARDING FIN 48 (ASC 740) SHALEM EVALUATES UNCERTAINTY IN INCOME TAX POSITIONS BASED ON A MORE-LIKELY-THAN-NOT RECOGNITION STANDARD. IF THAT THRESHOLD IS MET, THE TAX POSITION IS THEN MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. AS OF JUNE 30, 2018 AND 2017, THERE ARE NO ACCRUALS FOR UNCERTAIN TAX POSITIONS. IF APPLICABLE, SHALEM RECORDS INTEREST AND PENALTIES AS A COMPONENT OF INCOME TAX EXPENSE. TAX YEARS FROM 2015 THROUGH THE CURRENT YEAR REMAIN OPEN FOR EXAMINATION BY TAX AUTHORITIES. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 23,027. X 4 150598 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B REVIEW PROCESS OF FORM 990 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, SECTION B, LINE 12C CONFLICTS OF INTEREST POLICY 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, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION 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 ORGANIZATIONS IN THE INDUSTRY. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC AVAILABILITY OF CERTAIN DOCUMENTS THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATMENTS ARE MADE AVAILABLE TO THE PUBLIC BASED ON THE FACTS AND CIRCUMSTANCES OF EACH REQUEST. FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 155,691. MANAGEMENT AND GENERAL EXPENSES 1,728. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 157,419. FORM 990, PART XI, LINE 9: BAD DEBT EXEPNSE -23,027.