Form 990 for tax year 2022
Filed by SHALEM INSTITUTE FOR SPIRITUAL FORMATION INC.
Totals
- Total revenue
- $1,253,648
- Total expenses
- $1,158,325
- Contributions and grants received
- $491,326
- Grants paid
- $15,000
- Program service revenue
- $714,133
- Investment income
- $47,309
- Other revenue
- $880
- Total assets, end of year
- $3,487,876
- Total liabilities, end of year
- $209,395
- Net assets or fund balances, end of year
- $3,278,481
- Program services expenses (Part IX)
- $786,315
- Management and general expenses
- $202,447
- Fundraising expenses
- $169,563
- Program service expenses (Part III)
- $786,315
Program services were 67.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$491,326
-
2a · Program service revenue: PROGRAM TUITION AND FEES
total $714,133 · related or exempt $714,133
-
3 · Investment income
total $47,309 · excluded $47,309
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: OTHER INCOME
total $880 · related or exempt $880
-
11e · Other revenue, total
$880
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $15,000 · program services $15,000
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $123,560 · program services $67,958 · management and general $18,534 · fundraising $37,068
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $224,827 · program services $127,504 · management and general $67,804 · fundraising $29,519
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $33,758 · program services $19,550 · management and general $8,021 · fundraising $6,187
-
10 · Payroll taxes
total $27,519 · program services $15,937 · management and general $6,539 · fundraising $5,043
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $53,590 · management and general $53,590
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $250,267 · program services $208,150 · fundraising $42,117
-
12 · Advertising and promotion
total $36,963 · program services $19,075 · management and general $5,691 · fundraising $12,197
-
13 · Office expenses
total $0
-
14 · Information technology
total $60,212 · program services $34,871 · management and general $14,307 · fundraising $11,034
-
15 · Royalties
total $0
-
16 · Occupancy
total $38,236 · program services $22,144 · management and general $9,085 · fundraising $7,007
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $164,920 · program services $161,533 · management and general $3,387
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $2,480 · program services $1,436 · management and general $589 · fundraising $455
-
23 · Insurance
total $12,360 · program services $7,158 · management and general $2,937 · fundraising $2,265
-
24a · Other expenses: OTHER EXPENSES
total $77,337 · program services $67,812 · management and general $9,643 · fundraising -$118
-
24b · Other expenses: MERCHANT ACCOUNT FEES
total $19,429 · program services $14,258 · fundraising $5,171
-
24c · Other expenses: BAD DEBT EXPENSE
total $9,546 · program services -$547 · fundraising $10,093
-
24d · Other expenses: TELECOMMUNICATIONS
total $4,169 · program services $2,243 · management and general $1,162 · fundraising $764
-
24e · All other expenses
total $4,152 · program services $2,233 · management and general $1,158 · fundraising $761
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,101,101 · end of year $1,110,108
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
beginning of year $174,028 · end of year $77,433
-
4 · Accounts receivable
beginning of year $12,303 · end of year $7,726
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $88,322 · end of year $126,421
-
10a · Land, buildings and equipment: cost or other basis
$90,390
-
10b · Land, buildings and equipment: accumulated depreciation
$68,206
-
10c · Land, buildings and equipment, net
beginning of year $4,056 · end of year $22,184
-
11 · Investments: publicly traded securities
beginning of year $1,806,856 · end of year $2,048,608
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $13,795 · end of year $95,396
-
17 · Accounts payable and accrued expenses
beginning of year $142,596 · end of year $101,798
-
19 · Deferred revenue
beginning of year $12,086 · end of year $24,795
-
25 · Other liabilities
end of year $82,802
-
27 · Net assets without donor restrictions
beginning of year $1,970,218 · end of year $2,276,939
-
28 · Net assets with donor restrictions
beginning of year $1,075,561 · end of year $1,001,542
Mission and programs · 2022
Mission
PROVIDE RESOURCES TO INDIVIDUALS & COMMUNITIES FOR NURTURING CONTEMPLATIVE LIVING & LEADERSHIP.
-
LONG-TERM PROGRAMS - PROGRAMS FOR INDIVIDUALS WHO DESIRE IN-DEPTH SUPPORT FOR THEIR LIVES AND MINISTRIES.
Expenses $481,574
-
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.
Expenses $211,865
-
COMMUNICATIONS AND MEDIA RESOURCES - PROVIDING TEACHING, INSIGHTS AND GROUNDING IN SPIRITUAL FORMATION THROUGH NEWSLETTERS, WRITINGS AND INTERNET RESOURCES.
Expenses $92,876
As filed on the 2022 return.
Listed in Part VII
-
Margaret BenefielMARGARET BENEFIEL
Executive Dir.
- Total calculated
- $117,952
- From this org
- $117,952
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Fay AckerFAY ACKER
Director
- Total calculated
- $1,721
- From this org
- $1,721
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Patience RobbinsPATIENCE ROBBINS
Secretary
- Total calculated
- $1,271
- From this org
- $1,271
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Scott RohrSCOTT ROHR
Director
- Total calculated
- $0
- Hours/week
- 2
-
Jessie SmithJESSIE SMITH
Director
- Total calculated
- $0
- Hours/week
- 2
-
Susan EthertonSUSAN ETHERTON
President
- Total calculated
- $0
- Hours/week
- 2
-
Sarah Willie-LebretonSARAH WILLIE-LEBRETON
Vice President
- Total calculated
- $0
- Hours/week
- 2
-
Gene FoehlGENE FOEHL
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Rhett EngelkingRHETT ENGELKING
Director
- Total calculated
- $0
- Hours/week
- 2
-
Katie ZimmermanKATIE ZIMMERMAN
Director
- Total calculated
- $0
- Hours/week
- 2
-
Kiok ChoKIOK CHO
Director
- Total calculated
- $0
- Hours/week
- 2
-
Laura NealLAURA NEAL
Director
- Total calculated
- $0
- Hours/week
- 2
-
Alanna SullivanALANNA SULLIVAN
Director
- Total calculated
- $0
- Hours/week
- 2
-
Westina MatthewsWESTINA MATTHEWS
Director
- Total calculated
- $0
- Hours/week
- 2
-
Laura BrokawLAURA BROKAW
Director
- Total calculated
- $0
- Hours/week
- 2
-
Alfonso Campbell IIIALFONSO CAMPBELL III
Director
- Total calculated
- $0
- Hours/week
- 2
-
Kathleen RichardKATHLEEN RICHARD
Director
- Total calculated
- $0
- Hours/week
- 2
-
Audrey SmithAUDREY SMITH
Director
- Total calculated
- $0
- Hours/week
- 2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
EXECUTIVE SOUL LLC
$15,000
COMMON GOALS
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 26 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202303309349300400
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