2016-04-11T10:17:12-05:00 2015-06-30 371611326 ARONSON LLC 805 KING FARM BLVD 3RD FLOOR ROCKVILLE MD 20850 990 2014-07-01 521130401 SHALEM INSTITUTE FOR SPIRITUAL FORMATION SHAL 3018977334 3025 FOURTH ST NE SUITE 22 WASHINGTON DC 20017 MARGARET BENEFIEL EXECUTIVE DIRECTOR 3018977334 2016-04-06 1 ROBERT EBY CPA P01682202 3012316200 2014 2016-08-17 19:52:53Z MARGARET BENEFIEL 3025 4TH ST NE STE 22 WASHINGTON DC 20017 1208557 0 X WWW.SHALEM.ORG X 1978 DC PROVIDE RESOURCES TO INDIVIDUALS & COMMUNITIES FOR NURTURING CONTEMPLATIVE LIVING&LEADERSHIP. 18 18 8 0 0 0 448097 442825 629293 592529 97096 7160 0 0 1174486 1042514 4350 4759 0 0 480733 390542 0 0 69654 696545 678702 1181628 1074003 -7142 -31489 1093622 960092 146094 44895 947528 915197 X TO PROVIDE RESOURCES TO INDIVIDUALS AND COMMUNITIES FOR NURTURING CONTEMPLATIVE LIVING AND LEADERSHIP. 0 0 435023 4759 346548 LONG-TERM PROGRAMS - PROGRAMS FOR INDIVIDUALS WHO DESIRE IN-DEPTHSUPPORT FOR THEIR LIVES AND MINISTRIES. 242603 234486 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. 84789 11495 COMMUNICATIONS AND MEDIA RESOURCES - PROVIDING TEACHING, INSIGHTSAND GROUNDING IN SPIRITUAL FORMATION THROUGH NEWSLETTERS, WRITINGSAND INTERNET RESOURCES. THE OTHER PROGRAM SERVICE INCLUDE GRANT SUPPORT FOR NEW EVENTS AND DEVELOPMENT INITIATIVES. 762415 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 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 37 0 1 8 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 B CHARLES VICE PRESIDENT 2.00 X X 0 0 0 MARK GOODWIN TREASURER 2.00 X X 0 0 0 RIDGEWAY ADDISON BOARD MEMBER 2.00 X 0 0 0 NANCY NIKIFOROW BOARD MEMBER 2.00 X 0 0 0 JANE SHARP BOARD MEMBER 2.00 X 0 0 0 CLAIR ULLMAN BOARD MEMBER 2.00 X 0 0 0 CAROL ECKERMAN BOARD MEMBER 2.00 X 0 0 0 DANA GREENE BOARD MEMBER 2.00 X 0 0 0 ELLEN WILLENBECHER BOARD MEMBER 2.00 X 0 0 0 ERIKA SCHLEIFMAN BOARD MEMBER 2.00 X 0 0 0 CECE BALBONI BOARD MEMBER 2.00 X 0 0 0 ELIZABETH TUCKERMANTY BOARD MEMBER 2.00 X 0 0 0 SUSAN ETHERTON BOARD MEMBER 2.00 X 0 0 0 BERNARD RICHARDSON BOARD MEMBER 2.00 X 0 0 0 FRANK SASINOWSKI BOARD MEMBER 2.00 X 0 0 0 ELEANOR ABARNO BOARD MEMBER 2.00 X 0 0 0 CAROLYN SILVER BOARD MEMBER 2.00 X 0 0 0 LEAH RAMPY EXECUTIVE DIRECTOR 40.00 X 87580 0 1800 87580 0 1800 0 0 0 0 0 442825 150414 442825 TUITION AND FEES 611600 592529 592529 592529 12801 12801 160402 140743 25300 19659 -25300 -5641 -5641 1042514 592529 0 7160 X 4759 4759 83742 58848 15279 9615 262849 184712 47957 30180 23086 16223 4212 2651 20865 14662 3807 2396 27465 27465 2397 2397 31669 31669 209325 207824 1501 11430 11405 25 66004 36689 9723 19592 50876 42588 8288 219106 165790 53316 10734 4383 6351 4095 4095 12920 12920 BOOKS & PUBLICATIONS 14532 14532 ALL OTHER 9265 9265 SPECIAL EVENTS 5220 5220 EQUIPMENT RENTAL 3664 3664 1074003 762415 241934 69654 198308 219685 46629 11987 1396 11873 18026 42588 62285 78276 70185 35786 8091 654678 614310 100402 13835 13835 1093622 960092 65308 23825 80786 21070 146094 44895 X 797491 810059 150037 105138 947528 915197 1093622 960092 -31489 -842 0 X 0 1 X 1 0 X 372267 442581 569042 448097 442825 2274812 372267 442581 569042 448097 442825 2274812 720665 1554147 12945 11459 18753 13298 12801 69256 2344068 3876455 0.66300 0.67090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13795 X 0 53131 45040 8091 25145 25145 0 8091 X 1046224 -842 4552 3710 1042514 0 1042514 1078555 4552 4552 1074003 0 1074003 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, 2015 AND 2014, 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 2012 THROUGH THE CURRENT YEAR REMAIN OPEN FOR EXAMINATION BY TAX AUTHORITIES. X 759 FAIR MARKET VALUE X 3 149008 FAIR MARKET VALUE X PILGRIM MEALS 1 647 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 STTATMENTS ARE MADE AVAILABLE TO THE PUBLIC BASED ON THE FACTS AND CIRCUMSTANCES OF EACH REQUEST. FORM 990, PART IX, LINE 11G OUTSIDE CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 207,824. MANAGEMENT AND GENERAL EXPENSES 1,501. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 209,325.