Civic Intelligence

The Shalem Foundation

990 • Fiscal year 2015 • EIN 13-3941865

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 14, 2017

Organization ProfileN/A
845 Third Avenue 6th FloorNew York, NY 10022-6601

(646) 701-0047

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

13th percentile

0.01x

Higher debt load relative to assets than 13% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

9th percentile

0.00x

Higher debt load relative to revenue than 9% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

80th percentile

21%

Higher net margin than 80% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

88th percentile

28%

Faster asset growth than 88% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

87th percentile

39%

Faster revenue growth than 87% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$7,646,948

Up $1,656,440 (+28%) from 2014

Net Assets

Up

$7,608,448

Up $1,666,232 (+28%) from 2014

Liabilities

Down

$38,500

Down $9,792 (-20%) from 2014

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin80th percentile

Revenue

Up

$9,020,972

Up $2,507,659 (+39%) from 2014

Expenses

Up

$7,088,877

Up $623,613 (+9.6%) from 2014

Net Income

Up

$1,932,095

Up $1,884,046 (+3921%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2010: $6,856,161Liabilities 2010: $65,800Net Assets 2010: $6,790,3612010Assets 2011: $4,885,959Liabilities 2011: $104,342Net Assets 2011: $4,781,6172011Assets 2012: $3,121,426Liabilities 2012: $581,128Net Assets 2012: $2,540,2982012Assets 2013: $5,466,076Liabilities 2013: $334,785Net Assets 2013: $5,131,2912013Assets 2014: $5,990,508Liabilities 2014: $48,292Net Assets 2014: $5,942,2162014Assets 2015: $7,646,948Liabilities 2015: $38,500Net Assets 2015: $7,608,4482015Assets 2016: $6,334,655Liabilities 2016: $923,553Net Assets 2016: $5,411,1022016Assets 2017: $11,645,312Liabilities 2017: $169,725Net Assets 2017: $11,475,5872017Assets 2018: $10,376,979Liabilities 2018: $0Net Assets 2018: $10,376,9792018Assets 2019: $9,061,483Liabilities 2019: $0Net Assets 2019: $9,061,4832019Assets 2020: $7,123,500Liabilities 2020: $0Net Assets 2020: $7,123,5002020Assets 2021: $6,111,704Liabilities 2021: $1,333,173Net Assets 2021: $4,778,5312021Assets 2022: $5,595,639Liabilities 2022: $1,259,270Net Assets 2022: $4,336,3692022Assets 2023: $28,237,308Liabilities 2023: $1,572,420Net Assets 2023: $26,664,8882023Assets 2024: $37,603,386Liabilities 2024: $1,836,023Net Assets 2024: $35,767,3632024

Highlighted filing

2015

Assets$7,646,948
Liabilities$38,500
Net Assets$7,608,448
Open 2015 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$30M$20M$10M$0-$10MRevenue 2010: $8,347,920Expenses 2010: $3,615,790Net Income 2010: $4,732,1302010Revenue 2011: $2,201,147Expenses 2011: $4,209,891Net Income 2011: -$2,008,7442011Revenue 2012: $4,106,475Expenses 2012: $6,347,794Net Income 2012: -$2,241,3192012Revenue 2013: $8,045,022Expenses 2013: $5,454,029Net Income 2013: $2,590,9932013Revenue 2014: $6,513,313Expenses 2014: $6,465,264Net Income 2014: $48,0492014Revenue 2015: $9,020,972Expenses 2015: $7,088,877Net Income 2015: $1,932,0952015Revenue 2016: $5,555,673Expenses 2016: $7,819,770Net Income 2016: -$2,264,0972016Revenue 2017: $13,178,322Expenses 2017: $7,615,393Net Income 2017: $5,562,9292017Revenue 2018: $6,323,646Expenses 2018: $7,374,190Net Income 2018: -$1,050,5442018Revenue 2019: $6,499,538Expenses 2019: $8,614,858Net Income 2019: -$2,115,3202019Revenue 2020: $8,406,030Expenses 2020: $10,710,685Net Income 2020: -$2,304,6552020Revenue 2021: $7,479,324Expenses 2021: $8,878,782Net Income 2021: -$1,399,4582021Revenue 2022: $10,016,531Expenses 2022: $9,740,552Net Income 2022: $275,9792022Revenue 2023: $36,159,584Expenses 2023: $14,158,079Net Income 2023: $22,001,5052023Revenue 2024: $18,497,829Expenses 2024: $8,757,272Net Income 2024: $9,740,5572024

Highlighted filing

2015

Revenue$9,020,972
Expenses$7,088,877
Net Income$1,932,095
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 14, 2017
Return Version
2015v3.0
Gross Receipts
$9,223,226
Mission and Program Overview

Mission

To promote and foster the creation of a zionist intellectual infrastructure for the state of israel, the development of a jewish national culture, and the establishment and promotion of intellectual and economic liberty.

To promote and foster zionist intellectual infrastructure for the state of israel.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$3,108,796$4,869,793▲ $1,760,997
Investments in Publicly Traded Securities$2,835,817$2,632,381▼ $203,436
Cash and Non-Interest-Bearing Accounts$41,308$139,340▲ $98,032
Savings and Temporary Cash Investments$211$1,058▲ $847
Total Assets$5,990,508$7,646,948▲ $1,656,440
Other Assets Total$4,376$4,376→ $0
Liabilities
Accounts Payable and Accrued Expenses$48,292$38,500▼ $9,792
Total Liabilities$48,292$38,500▼ $9,792
Net Assets / Fund Balance
Temporarily Rstr Net Assets$3,292,300$5,291,435▲ $1,999,135
Permanently Rstr Net Assets$2,730,246$2,803,748▲ $73,502
Unrestricted Net Assets$-80,330$-486,735▼ $406,405
Total Net Assets Fund Balance$5,942,216$7,608,448▲ $1,666,232
Total Liabilities and Net Assets / Fund Balance$5,990,508$7,646,948▲ $1,656,440

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$2,805,504$73,502▼ $18,996-$2,860,010
2014$1,000,000$1,730,246▲ $80,923-$2,805,504
2013$1,000,000-▲ $61,848-$1,000,000
2012$1,000,000-▲ $40,450-$1,000,000
2011$1,000,000-▲ $160-$1,000,000
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
David MesserChairman/treasurer
Daniel PolisarPresident
Aliza SharonTrustee
Elisa PalterTrustee
Jacob SchusterTrustee
Jayne BekerTrustee
Jed ArkinTrustee
Leon KassTrustee
Louis FrenkelTrustee
Polina LibermanTrustee
Ronald S LauderTrustee
Yitz ApplbaumTrustee
Yudi LevyTrustee
Jonathan MenshAssistant Treasurer
Seth GoldsteinSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$8,946,076
Program Service Revenue
$0
Investment Income
$74,896
Other Revenue
$0
All Other Contributions
$8,946,076
Change in Net Assets
$1,932,095

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$28,491Fair Market Value (FMV)
Total Noncash Contributions1$28,491-

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,860,311
Revenue Not Reported on Financial Statements
$160,661
Revenue Not Reported on Form 990
$-115,823
Other Revenue Adjustments
$150,040
Total Revenue per Audited Statements
$8,744,488
Total Revenue per Form 990
$9,020,972
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$6,949,625
Other Expenses$98,542
Salaries, Compensation, and Employee Benefits$40,710
Total Fundraising Expense$28,343
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$6,949,625--$6,949,625
Other Salaries and Wages-$38,306-$38,306
Fees for Services Other-$2,894$28,343$31,237
Conferences and Meetings-$27,246-$27,246
Fees for Services Accounting-$18,500-$18,500
Fees for Service Investment Mgmnt Fees-$10,621-$10,621
Office Expenses-$6,162-$6,162
Fees for Services Legal-$2,705-$2,705
Other Employee Benefits-$1,359-$1,359
Occupancy-$1,282-$1,282
Payroll Taxes-$1,045-$1,045
Travel-$789-$789
Total Functional Expenses$6,949,625$110,909$28,343$7,088,877

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,088,877
Expenses per Audited Statements$7,078,256
Total Expenses per Audited Statements$7,078,256
Expenses Not Reported on Financial Statements$10,621
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Daniel polisar, jonathan mensh, and seth goldstein have a business relationship.”

Form 990, Part VI, Section B, Line 11

“The draft 990 was reviewed by the assistant treasurer.”

Form 990, Part VI, Section C, Line 19

“These documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Shalem Foundation
EIN
13-3941865
Phone
6467010047
Address
845 THIRD AVENUE 6TH FLOOR, NEW YORK, NY 10022-6601

Signing Officer

Name
Jonathan Mensh
Title
Assistant Treasurer
Phone
6467010047
Signed
2017-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jonathan Mensh
Formed
1997
Legal Domicile
De
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
13

Preparer

Firm
Loeb & Troper Llp
Address
655 THIRD AVENUE 12TH FLOOR, NEW YORK, NY 10017
Preparer
Aaron Shapiro
Phone
2128674000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Foreign currency exchange loss -150,040.”

Amended Return

“The following information has been amended due to completion of the audit and issuance of the financial statements: 1) part i lines 3, 4, 6, 8 through 22 2) part iii line 4a 3) part iv line 12a and 29 4) part v line 2a and 2b 5) part vii line 14 6) part viii 7) part ix 8) part x 9) part xi 10) part xii line 2 11) schedule a part ii 12) schedule b 13) schedule d parts v, xi, xii, and xiii 14) schedule f part ii lines 1 15) schedule m”

Financial Statement Notes

PART V, LINE 4:

“The foundation's permanently restricted net assets consist of four endowment funds to be used for master teaching fellowship, core curriculum department chair, endowment for the arts, and scholarships.”

PART X, LINE 2:

“The shalem foundation has determined that there are no material uncertain tax positions that require recognition or disclosure in the financial statements. Periods ending december 31, 2012 and subsequent remain subject to examination by applicable taxing authorities.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Foreign currency exchange loss 150,040.”

Raw XML AppendixShowing 400 of 497 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0228888
IRS990/GrossReceiptsAmt09223226
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt048262
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt048262
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02835817
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02632381
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DE
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0202254
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROMOTE AND FOSTER THE CREATION OF A ZIONIST INTELLECTUAL INFRASTRUCTURE FOR THE STATE OF ISRAEL, THE DEVELOPMENT OF A JEWISH NATIONAL CULTURE, AND THE ESTABLISHMENT AND PROMOTION OF INTELLECTUAL AND ECONOMIC LIBERTY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd01
IRS990/NetAssetsOrFundBalancesBOYAmt05942216
IRS990/NetAssetsOrFundBalancesEOYAmt07608448
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt026634
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt026634
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-115823
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt028491
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt01282
IRS990/OccupancyGrp/TotalAmt01282
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06162
IRS990/OfficeExpensesGrp/TotalAmt06162
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04376
IRS990/OtherAssetsTotalGrp/EOYAmt04376
IRS990/OtherChangesInNetAssetsAmt0-150040
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01359
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01359
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt038306
IRS990/OtherSalariesAndWagesGrp/TotalAmt038306
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01045
IRS990/PayrollTaxesGrp/TotalAmt01045
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02730246
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02803748
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt03108796
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt04869793
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JONATHAN MENSH
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt06393384
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt06305681
IRS990/PYInvestmentIncomeAmt0118429
IRS990/PYOtherExpensesAmt0102377
IRS990/PYOtherRevenueAmt01500
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt048049
IRS990/PYSalariesCompEmpBnftPaidAmt057206
IRS990/PYTotalExpensesAmt06465264
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06513313
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01932095
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0211
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01058
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER REVENUE
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt08946076
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06393384
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt07949174
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04065835
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02200798
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt029555267
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt048262
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt065411
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt095848
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt040640
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0349
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0250510
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01500
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01500
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.51190
IRS990ScheduleA/PublicSupportPY170Pct00.43110
IRS990ScheduleA/PublicSupportTotal170Amt015257994
IRS990ScheduleA/SubstantialContributorsTotAmt014297273
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt08946076
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt06393384
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt07949174
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04065835
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02200798
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt029555267
IRS990ScheduleA/TotalSupportAmt029807277
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02805504
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt073502
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02860010
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-18996
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01000000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01730246
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02805504
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt05665
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt080923
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01000000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01000000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt061848
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt061848
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01000000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01000000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt040450
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt040450
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01000000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01000000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0160
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0160
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt010621
IRS990ScheduleD/ExpensesSubtotalAmt07078256
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt010621
IRS990ScheduleD/InvestmentExpensesNotIncldAmt010621
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-115823
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0150040
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.98030
IRS990ScheduleD/RevenueNotReportedAmt0-115823
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0160661
IRS990ScheduleD/RevenueSubtotalAmt08860311
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S PERMANENTLY RESTRICTED NET ASSETS CONSIST OF FOUR ENDOWMENT FUNDS TO BE USED FOR MASTER TEACHING FELLOWSHIP, CORE CURRICULUM DEPARTMENT CHAIR, ENDOWMENT FOR THE ARTS, AND SCHOLARSHIPS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE SHALEM FOUNDATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDING DECEMBER 31, 2012 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FOREIGN CURRENCY EXCHANGE LOSS 150,040.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.01970
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt07088877
IRS990ScheduleD/TotalRevenuePerForm990Amt09020972
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08744488
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07078256
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinutationTotalEmployeeCnt00
IRS990ScheduleF/ContinutationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd00
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt06949625
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0WIRE
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0PROMOTING OF ZIONIST INTELLECT FOR THE STATE OF ISRAEL
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0MIDDLE EAST AND NORTHERN AFRICA
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt00
IRS990ScheduleF/Total501c3OrgCnt00
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalOtherOrgCnt01
IRS990ScheduleF/TotalSpentAmt00
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FMV
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt028491

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,646,948
Liabilities
$38,500
Net assets
$7,608,448
Revenue
$9,020,972
Expenses
$7,088,877
Net income
$1,932,095
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$37.6$1.84$35.8$18.5$8.76$9.74
2023Detailed filing. Detailed filing data is available for this year.$28.2$1.57$26.7$36.2$14.2$22.0
2022Detailed filing. Detailed filing data is available for this year.$5.60$1.26$4.34$10.0$9.74$0.28
2021Detailed filing. Detailed filing data is available for this year.$6.11$1.33$4.78$7.48$8.88$1.40
2020Detailed filing. Detailed filing data is available for this year.$7.12$0.00$7.12$8.41$10.7$2.30
2019Detailed filing. Detailed filing data is available for this year.$9.06$0.00$9.06$6.50$8.61$2.12
2018Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$6.32$7.37$1.05
2017Detailed filing. Detailed filing data is available for this year.$11.6$0.17$11.5$13.2$7.62$5.56
2016Detailed filing. Detailed filing data is available for this year.$6.33$0.92$5.41$5.56$7.82$2.26
2015Detailed filing. Detailed filing data is available for this year.$7.65$0.04$7.61$9.02$7.09$1.93
2014Detailed filing. Detailed filing data is available for this year.$5.99$0.05$5.94$6.51$6.47$0.05
2013Summary only. Only limited summary data is available for this year.$5.47$0.33$5.13$8.05$5.45$2.59
2012Summary only. Only limited summary data is available for this year.$3.12$0.58$2.54$4.11$6.35$2.24
2011Summary only. Only limited summary data is available for this year.$4.89$0.10$4.78$2.20$4.21$2.01
2010Summary only. Only limited summary data is available for this year.$6.86$0.07$6.79$8.35$3.62$4.73