Civic Intelligence

The Shalem Foundation

990 • Fiscal year 2016 • EIN 13-3941865

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 25, 2018

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

46th percentile

0.15x

Higher debt load relative to assets than 46% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

48th percentile

0.17x

Higher debt load relative to revenue than 48% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

8th percentile

-41%

Higher net margin than 8% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

5th percentile

-17%

Faster asset growth than 5% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

8th percentile

-38%

Faster revenue growth than 8% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets46th percentile

Assets

Down

$6,334,655

Down $1,312,293 (-17%) from 2015

Net Assets

Down

$5,411,102

Down $2,197,346 (-29%) from 2015

Liabilities

Up

$923,553

Up $885,053 (+2299%) from 2015

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin8th percentile

Revenue

Down

$5,555,673

Down $3,465,299 (-38%) from 2015

Expenses

Up

$7,819,770

Up $730,893 (+10%) from 2015

Net Income

Down

-$2,264,097

Down $4,196,192 (-217%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth5th 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

2016

Assets$6,334,655
Liabilities$923,553
Net Assets$5,411,102
Open 2016 Filing

Operations Trend

Revenue Growth8th 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

2016

Revenue$5,555,673
Expenses$7,819,770
Net Income-$2,264,097
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 25, 2018
Return Version
2016v3.0
Gross Receipts
$5,660,549
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
Investments in Publicly Traded Securities$2,632,381$2,822,873▲ $190,492
Pledges and Grants Receivable$4,869,793$2,607,951▼ $2,261,842
Cash and Non-Interest-Bearing Accounts$139,340$898,809▲ $759,469
Savings and Temporary Cash Investments$1,058$646▼ $412
Total Assets$7,646,948$6,334,655▼ $1,312,293
Other Assets Total$4,376$4,376→ $0
Liabilities
Grants Payable-$882,097-
Accounts Payable and Accrued Expenses$38,500$41,456▲ $2,956
Total Liabilities$38,500$923,553▲ $885,053
Net Assets / Fund Balance
Temporarily Rstr Net Assets$5,291,435$3,248,024▼ $2,043,411
Permanently Rstr Net Assets$2,803,748$2,803,748→ $0
Unrestricted Net Assets$-486,735$-640,670▼ $153,935
Total Net Assets Fund Balance$7,608,448$5,411,102▼ $2,197,346
Total Liabilities and Net Assets / Fund Balance$7,646,948$6,334,655▼ $1,312,293

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$2,860,010-▲ $61,656-$2,921,666
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
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
David MesserChairman/treasurer
Daniel PolisarPresident
Elisa PalterTrustee
Jayne BekerTrustee
Louis FrenkelTrustee
Polina LibermanTrustee
Yudi LevyTrustee
Aliza SharonTrustee (left on 11/17/2016)
Jacob SchusterTrustee (left on 11/17/2016)
Jed ArkinTrustee (left on 11/17/2016)
Leon KassTrustee (left on 11/17/2016)
Ronald S LauderTrustee (left on 11/17/2016)
Yitz ApplbaumTrustee (left on 11/17/2016)
Isaac ApplbaumTrustee (started on 11/17/2016)
Yair ShamirTrustee (started on 11/17/2016)
Jonathan MenshAssistant Treasurer
Seth GoldsteinSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$5,482,580
Program Service Revenue
$0
Investment Income
$73,093
Other Revenue
$0
All Other Contributions
$5,482,580
Change in Net Assets
$-2,264,097

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$27,190Fair Market Value (FMV)
Total Noncash Contributions1$27,190-

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,545,287
Revenue Not Reported on Financial Statements
$10,386
Revenue Not Reported on Form 990
$66,751
Total Revenue per Audited Statements
$5,612,038
Total Revenue per Form 990
$5,555,673
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$7,695,768
Other Expenses$79,880
Salaries, Compensation, and Employee Benefits$44,122
Total Fundraising Expense$30,296
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$7,695,768--$7,695,768
Other Salaries and Wages-$44,122-$44,122
Fees for Services Other-$3,983$30,296$34,279
Fees for Services Accounting-$18,500-$18,500
Fees for Service Investment Mgmnt Fees-$10,386-$10,386
Office Expenses-$6,363-$6,363
Travel-$5,411-$5,411
Fees for Services Legal-$3,255-$3,255
Occupancy-$1,686-$1,686
Total Functional Expenses$7,695,768$93,706$30,296$7,819,770

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,819,770
Expenses per Audited Statements$7,809,384
Total Expenses per Audited Statements$7,809,384
Expenses Not Reported on Financial Statements$10,386
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 11B

“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
2018-06-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jonathan Mensh
Formed
1997
Legal Domicile
De
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
15

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 gain 10,464.”

Amended Return

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

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, 2014 and subsequent remain subject to examination by applicable taxing authorities.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Foreign currency exchange gain 10,464.”

Raw XML AppendixShowing 400 of 512 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/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE (LEFT ON 11/17/2016)
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE (LEFT ON 11/17/2016)
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE (STARTED ON 11/17/2016)
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE (STARTED ON 11/17/2016)
IRS990/Form990PartVIISectionAGrp/TitleTxt15ASSISTANT TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt16SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt024312
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt07695768
IRS990/GrantsPayableGrp/EOYAmt0882097
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0129188
IRS990/GrossReceiptsAmt05660549
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt048781
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt048781
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02632381
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02822873
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DE
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0104876
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/NetAssetsOrFundBalancesBOYAmt07608448
IRS990/NetAssetsOrFundBalancesEOYAmt05411102
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt024312
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt024312
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt056287
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt027190
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt01686
IRS990/OccupancyGrp/TotalAmt01686
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06363
IRS990/OfficeExpensesGrp/TotalAmt06363
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04376
IRS990/OtherAssetsTotalGrp/EOYAmt04376
IRS990/OtherChangesInNetAssetsAmt010464
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt044122
IRS990/OtherSalariesAndWagesGrp/TotalAmt044122
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02803748
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02803748
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt04869793
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02607951
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JONATHAN MENSH
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt08946076
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt06949625
IRS990/PYInvestmentIncomeAmt074896
IRS990/PYOtherExpensesAmt098542
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01932095
IRS990/PYSalariesCompEmpBnftPaidAmt040710
IRS990/PYTotalExpensesAmt07088877
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09020972
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-2264097
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01058
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0646
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER REVENUE
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05482580
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt08946076
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06393384
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt07949174
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04065835
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt032837049
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt048781
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt048262
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt065411
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt095848
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt040640
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0298942
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt01500
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01500
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.59660
IRS990ScheduleA/PublicSupportPY170Pct00.51190
IRS990ScheduleA/PublicSupportTotal170Amt019770372
IRS990ScheduleA/SubstantialContributorsTotAmt013066677
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05482580
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt08946076
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06393384
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt07949174
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04065835
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt032837049
IRS990ScheduleA/TotalSupportAmt033137491
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/BeginningYearBalanceAmt02860010
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02921666
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt061656
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02805504
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt073502
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02860010
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-18996
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01000000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01730246
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02805504
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt05665
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt080923
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01000000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01000000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt061848
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt061848
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01000000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01000000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt040450
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt040450
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt010386
IRS990ScheduleD/ExpensesSubtotalAmt07809384
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt010386
IRS990ScheduleD/InvestmentExpensesNotIncldAmt010386
IRS990ScheduleD/NetUnrealizedGainsInvstAmt056287
IRS990ScheduleD/OtherRevenueAmt010464
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.95960
IRS990ScheduleD/RevenueNotReportedAmt066751
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt010386
IRS990ScheduleD/RevenueSubtotalAmt05545287
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, 2014 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FOREIGN CURRENCY EXCHANGE GAIN 10,464.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.04040
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt07819770
IRS990ScheduleD/TotalRevenuePerForm990Amt05555673
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05612038
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07809384
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinutationTotalEmployeeCnt00
IRS990ScheduleF/ContinutationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd00
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt07695768
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

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,334,655
Liabilities
$923,553
Net assets
$5,411,102
Revenue
$5,555,673
Expenses
$7,819,770
Net income
-$2,264,097
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