2018-05-09T07:28:12-05:00 2017-06-30 371611326 ARONSON LLC 805 KING FARM BLVD 3RD FLOOR ROCKVILLE MD 20850 990 2016-07-01 521130401 SHALEM INSTITUTE FOR SPIRITUAL FORMATION SHAL 3018977334 3025 FOURTH ST NE SUITE 22 WASHINGTON DC 20017 DR MARGARET BENEFIEL EXECUTIVE DIRECTOR 3018977334 2018-05-07 1 ROBERT EBY CPA P01682202 3012316200 2016 2022-09-23 18:48:47Z MARGARET BENEFIEL 3025 FOURTH ST NE SUITE 22 WASHINGTON DC 20017 1169387 0 X WWW.SHALEM.ORG X 1978 DC PROVIDE RESOURCES TO INDIVIDUALS & COMMUNITIES FOR NURTURING CONTEMPLATIVE LIVING & LEADERSHIP. 16 15 6 0 0 0 382763 402032 608760 709922 13000 13055 30184 13733 1034707 1138742 7695 9894 0 0 298174 356142 0 0 81125 779531 701398 1085400 1067434 -50693 71308 978951 1034862 107821 49288 871130 985574 X TO PROVIDE RESOURCES TO INDIVIDUALS AND COMMUNITIES FOR NURTURING CONTEMPLATIVE LIVING AND LEADERSHIP. 0 0 354406 9894 454463 LONG-TERM PROGRAMS - PROGRAMS FOR INDIVIDUALS WHO DESIRE IN-DEPTH SUPPORT FOR THEIR LIVES AND MINISTRIES. 273527 257313 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. 121663 11879 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). 749596 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 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 30 0 1 6 1 0 0 0 0 0 1 1 0 0 0 0 X 16 15 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 ALBERT KEENEY PRESIDENT 2.00 X X 0 0 0 WINSTON CHARLES VICE-PRESIDENT 2.00 X X 10023 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 JANE SHARP DIRECTOR 2.00 X 0 0 0 ELLEN WILLENBECHER DIRECTOR 2.00 X 0 0 0 ELEANOR ABARNO DIRECTOR 2.00 X 0 0 0 ARIA KIRKLAND-HARRIS DIRECTOR 2.00 X 0 0 0 DAVID FRAZELL DIRECTOR 2.00 X 0 0 0 GREG COCHRAN DIRECTOR 2.00 X 2713 0 0 LISA SENUTA DIRECTOR 2.00 X 0 0 0 AMY DILLS-MOORE DIRECTOR 2.00 X 0 0 0 NAN WEIR DIRECTOR 2.00 X 1000 0 0 KIM PARKER DIRECTOR 2.00 X 750 0 0 MARGARET BENEFIEL EXEC DIRECTOR 40.00 X 100000 0 0 114486 0 0 0 0 0 0 0 402032 55001 402032 TUITION AND FEES 611600 709922 709922 709922 12450 12450 31250 30645 605 605 605 OTHER INCOME 611600 13733 13733 13733 1138742 723655 0 13055 X 9894 9894 100978 70826 12541 17611 190491 133610 23659 33222 43014 30169 5342 7503 21659 15191 2690 3778 86089 86089 186746 186746 9949 9949 61615 40990 5578 15047 24949 20673 4276 278463 224136 54327 8378 3680 4698 8737 8737 12005 12005 MERCHANT SERVICE CHARGE 13083 13083 SPECIAL EVENTS 3964 3964 BOOKS & PUBLICATIONS 3732 3732 EQUIPMENT RENTAL 3248 3248 440 440 1067434 749596 236713 81125 184544 217631 13562 14022 21307 11037 17586 17234 67787 77097 129168 83579 54326 45589 606004 638417 13835 13835 978951 1034862 48474 29375 59347 19913 107821 49288 X 788623 921869 82507 63705 871130 985574 978951 1034862 X 71308 49760 -6624 X 0 1 X 1 0 X 569042 448097 442825 382763 402032 2244759 569042 448097 442825 382763 402032 2244759 680145 1564614 18753 13298 12801 13000 12450 70302 2315061 3118761 0.67580 0.66390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13795 X 0 569319 569319 647497 78178 569319 669319 21822 647497 569319 100000 669319 569319 569319 1.00000 0 0 54023 50883 3140 75145 32696 42449 45589 X 1188502 49760 49760 1138742 0 1138742 1074058 6624 6624 1067434 0 1067434 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: 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, 2017 AND 2016, 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 2014 THROUGH THE CURRENT YEAR REMAIN OPEN FOR EXAMINATION BY TAX AUTHORITIES. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT 6,624. 1 SCHOLARSHIPS 32 9894 PART I, LINE 2: ALL ASSISTANCE IS APPLIED TO TUITION CHARGES DUE AT THE ORGANIZATIONS WITHIN THE UNITED STATES. X 2 54396 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 186,746. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 186,746. FORM 990, PART XI, LINE 9: BAD DEBT EXEPNSE -6,624.