2017-02-10T13:50:54-06:00 2016-06-30 371611326 ARONSON LLC 805 KING FARM BLVD 3RD FLOOR ROCKVILLE MD 20850 990 2015-07-01 521130401 SHALEM INSTITUTE FOR SPIRITUAL FORMATION SHAL 3018977334 3025 FOURTH ST NE SUITE 22 WASHINGTON DC 20017 DR MARGARET BENEFIEL EXECUTIVE DIRECTOR 3018977334 2017-02-09 1 ROBERT EBY CPA P01682202 3012316200 2015 2021-01-29 14:40:06Z MARGARET BENEFIEL 3025 FOURTH ST NE SUITE 22 WASHINGTON DC 20017 1034707 0 X WWW.SHALEM.ORG X 1978 DC PROVIDE RESOURCES TO INDIVIDUALS & COMMUNITIES FOR NURTURING CONTEMPLATIVE LIVING & LEADERSHIP. 18 18 9 0 0 0 442825 382763 592529 608760 7160 13000 0 30184 1042514 1034707 4759 7695 0 0 390542 298174 0 0 75844 678702 779531 1074003 1085400 -31489 -50693 960092 978951 44895 107821 915197 871130 X TO PROVIDE RESOURCES TO INDIVIDUALS AND COMMUNITIES FOR NURTURING CONTEMPLATIVE LIVING AND LEADERSHIP. 0 0 384491 7695 305282 LONG-TERM PROGRAMS - PROGRAMS FOR INDIVIDUALS WHO DESIRE IN-DEPTHSUPPORT FOR THEIR LIVES AND MINISTRIES. 284652 295776 SHORT AND INTERMEDIATE PROGRAMS - REGIONAL AND LOCAL PROGRAMS,GROUPS, RETREATS AND PILGRIMAGES THAT OFFER TEACHING AND PRACTICESFOR THOSE SEEKING A GROUNDING IN CONTEMPLATIVE LIVING ANDLEADERSHIP. 79890 7702 COMMUNICATIONS AND MEDIA RESOURCES - PROVIDING TEACHING, INSIGHTSAND GROUNDING IN SPIRITUAL FORMATION THROUGH NEWSLETTERS, WRITINGSAND INTERNET RESOURCES. SERVICES - PROJECTS (INCLUDE GRANT SUPPORT FOR NEW EVENTS AND DEVELOPMENT INITIATIVES). 749033 1 1 0 0 0 0 0 1 0 0 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 29 0 1 9 1 0 0 0 0 0 1 1 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 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 0 0 0 SUSAN ETHERTON SECRETARY 2.00 X X 0 0 0 MARK GOODWIN TREASURER 2.00 X X 0 0 0 CECE BALBONI DIRECTOR 2.00 X 0 0 0 CAROL ECKERMAN DIRECTOR 2.00 X 0 0 0 RIDGEWAY ADDISON DIRECTOR 2.00 X 0 0 0 DANA GREENE DIRECTOR 2.00 X 0 0 0 NANCY NIKIFOROW DIRECTOR 2.00 X 0 0 0 BERNARD RICHARDSON DIRECTOR 2.00 X 0 0 0 FRANK SASINOWSKI DIRECTOR 2.00 X 0 0 0 JANE SHARP DIRECTOR 2.00 X 0 0 0 CLAIR ULLMAN 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 CAROLYN SILVER 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 MARGARET BENEFIEL EXEC DIRECTOR 40.00 X 110000 0 0 110000 0 0 1 0 0 0 0 382763 382763 TUITION AND FEES 611600 608760 608760 608760 13000 13000 OTHER INCOME 611600 30184 30184 30184 1034707 608760 0 43184 X 7695 7695 91702 68834 5707 17161 149142 111951 9281 27910 37849 28410 2355 7084 19481 14623 1212 3646 27670 27670 103965 103965 243929 233535 10394 6801 6801 56049 31429 8245 16375 21510 17220 4290 267684 214640 53044 5019 3795 1224 4658 4658 12730 12730 ALL OTHER 12500 12500 BOOKS & PUBLICATIONS 10100 10100 SPECIAL EVENTS 3668 3668 EQUIPMENT RENTAL 3248 3248 1085400 749033 260523 75844 219685 184544 11987 13562 11873 21307 18026 17586 62285 67787 129168 74842 8091 54326 614310 606004 13835 13835 960092 978951 23825 48474 21070 59347 44895 107821 X 810059 788623 105138 82507 915197 871130 960092 978951 X -50693 9982 -3356 X 0 1 X 1 0 X 442581 569042 448097 442825 382763 2285308 442581 569042 448097 442825 382763 2285308 721994 1563314 11459 18753 13298 12801 13000 69311 2354619 3410458 0.66390 0.66300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13795 X 0 54023 48135 5888 75145 26707 48438 54326 X 1049664 9982 4975 14957 1034707 0 1034707 1093731 4975 3356 8331 1085400 0 1085400 PART III, LINE 4: THE ORGANIZATION HOLDS VARIOUS COLLECTION OF ARTWORK INCLUDING PAINTINGS AND BRONZE SCULPTURES FOR PUBLIC DISPLAY AROUND THE OFFICE. 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, 2016 AND 2015, 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 2013 THROUGH THE CURRENT YEAR REMAIN OPEN FOR EXAMINATION BY TAX AUTHORITIES. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT 3,356. 1 SCHOLARSHIPS 5 7695 PART I, LINE 2: SCHOLARSHIPS ARE USED AT THE ORGANIZATION WHICH IS IN THE U.S. X 3 103481 FAIR MARKET VALUE X CARDS FOR SOCIETY 1 270 FAIR MARKET VALUE X COOKIES AND NAPKINS 1 200 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 REVIEW PROCESS OF FORM 990 THE 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT, AND REVIEWED BY MANAGEMENT AND THE BOARD BEFORE FILING WITH THE IRS. 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 233,535. MANAGEMENT AND GENERAL EXPENSES 10,394. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 243,929. FORM 990, PART XI, LINE 9: BAD DEBT EXEPNSE -3,356.