Civic Intelligence

Shalem Institute for Spiritual Formation

EIN 52-1130401 • 501(c)3 • Washington, DC

View Organization Page

Profile

Provide resources to individuals & communities for nurturing contemplative living & leadership.

1226 Vermont Ave NWWashington, DC 20005

www.shalem.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

40th percentile

0.03x

Higher debt load relative to assets than 40% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

49th percentile

0.07x

Higher debt load relative to revenue than 49% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

68th percentile

16%

Higher net margin than 68% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

74th percentile

$120,520

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

67th percentile

10%

Faster asset growth than 67% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

46th percentile

5.2%

Faster revenue growth than 46% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$4,165,779

Up $390,396 (+10%) from 2024

Liabilities

Down

$107,796

Down $68,474 (-39%) from 2024

Net Assets

Up

$4,057,983

Up $458,870 (+13%) from 2024

Operations
Liabilities / Revenue49th percentileNet Margin68th percentile

Revenue

Up

$1,560,992

Up $76,503 (+5.2%) from 2024

Expenses

Down

$1,315,790

Down $88,661 (-6.3%) from 2024

Net Income

Up

$245,202

Up $165,164 (+206%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $719,398Liabilities 2011: $56,835Net Assets 2011: $662,5632011Assets 2012: $848,877Liabilities 2012: $81,457Net Assets 2012: $767,4202012Assets 2013: $1,096,482Liabilities 2013: $140,494Net Assets 2013: $955,9882013Assets 2014: $1,093,622Liabilities 2014: $146,094Net Assets 2014: $947,5282014Assets 2015: $960,092Liabilities 2015: $44,895Net Assets 2015: $915,1972015Assets 2016: $978,951Liabilities 2016: $107,821Net Assets 2016: $871,1302016Assets 2017: $1,034,862Liabilities 2017: $49,288Net Assets 2017: $985,5742017Assets 2018: $1,638,780Liabilities 2018: $90,525Net Assets 2018: $1,548,2552018Assets 2019: $1,960,835Liabilities 2019: $78,038Net Assets 2019: $1,882,7972019Assets 2020: $2,377,676Liabilities 2020: $173,096Net Assets 2020: $2,204,5802020Assets 2021: $3,234,030Liabilities 2021: $127,722Net Assets 2021: $3,106,3082021Assets 2022: $3,200,461Liabilities 2022: $154,682Net Assets 2022: $3,045,7792022Assets 2023: $3,487,876Liabilities 2023: $209,395Net Assets 2023: $3,278,4812023Assets 2024: $3,775,383Liabilities 2024: $176,270Net Assets 2024: $3,599,1132024Assets 2025: $4,165,779Liabilities 2025: $107,796Net Assets 2025: $4,057,9832025

Highlighted filing

2025

Assets$4,165,779
Liabilities$107,796
Net Assets$4,057,983
Open 2025 Filing

Operations Trend

Revenue Growth46th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $857,260Expenses 2011: $823,113Net Income 2011: $34,1472011Expenses 2012: $906,5152012Expenses 2013: $1,031,5742013Revenue 2014: $1,174,486Expenses 2014: $1,181,628Net Income 2014: -$7,1422014Revenue 2015: $1,042,514Expenses 2015: $1,074,003Net Income 2015: -$31,4892015Revenue 2016: $1,034,707Expenses 2016: $1,085,400Net Income 2016: -$50,6932016Revenue 2017: $1,138,742Expenses 2017: $1,067,434Net Income 2017: $71,3082017Revenue 2018: $1,580,093Expenses 2018: $1,031,313Net Income 2018: $548,7802018Revenue 2019: $1,238,594Expenses 2019: $956,925Net Income 2019: $281,6692019Revenue 2020: $1,185,109Expenses 2020: $936,135Net Income 2020: $248,9742020Revenue 2021: $1,446,057Expenses 2021: $819,291Net Income 2021: $626,7662021Revenue 2022: $1,361,459Expenses 2022: $1,126,805Net Income 2022: $234,6542022Revenue 2023: $1,253,648Expenses 2023: $1,158,325Net Income 2023: $95,3232023Revenue 2024: $1,484,489Expenses 2024: $1,404,451Net Income 2024: $80,0382024Revenue 2025: $1,560,992Expenses 2025: $1,315,790Net Income 2025: $245,2022025

Highlighted filing

2025

Revenue$1,560,992
Expenses$1,315,790
Net Income$245,202
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,165,779
Liabilities
$107,796
Net assets
$4,057,983
Revenue
$1,560,992
Expenses
$1,315,790
Net income
$245,202
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.17$0.11$4.06$1.56$1.32$0.25
2024Detailed filing. Detailed filing data is available for this year.$3.78$0.18$3.60$1.48$1.40$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.49$0.21$3.28$1.25$1.16$0.10
2022Detailed filing. Detailed filing data is available for this year.$3.20$0.15$3.05$1.36$1.13$0.23
2021Detailed filing. Detailed filing data is available for this year.$3.23$0.13$3.11$1.45$0.82$0.63
2020Detailed filing. Detailed filing data is available for this year.$2.38$0.17$2.20$1.19$0.94$0.25
2019Detailed filing. Detailed filing data is available for this year.$1.96$0.08$1.88$1.24$0.96$0.28
2018Detailed filing. Detailed filing data is available for this year.$1.64$0.09$1.55$1.58$1.03$0.55
2017Detailed filing. Detailed filing data is available for this year.$1.03$0.05$0.99$1.14$1.07$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.98$0.11$0.87$1.03$1.09$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.96$0.04$0.92$1.04$1.07$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.09$0.15$0.95$1.17$1.18$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.14$0.96$1.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.08$0.77$0.91
2011Summary only. Only limited summary data is available for this year.$0.72$0.06$0.66$0.86$0.82$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 22, 2025
Return Version
2024v5.2
Gross Receipts
$1,560,992
Mission and Program Overview

Mission

Provide resources to individuals & communities for nurturing contemplative living & leadership.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,339,743$2,609,052▲ $269,309
Cash and Non-Interest-Bearing Accounts$1,239,127$1,351,970▲ $112,843
Prepaid Expenses and Deferred Charges$80,885$128,911▲ $48,026
Pledges and Grants Receivable$29,258$36,232▲ $6,974
Land, Buildings, and Equipment, Net$18,647$13,826▼ $4,821
Accounts Receivable$9,879$5,894▼ $3,985
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$3,775,383$4,165,779▲ $390,396
Other Assets Total$57,844$19,894▼ $37,950
Liabilities
Accounts Payable and Accrued Expenses$110,386$92,385▼ $18,001
Deferred Revenue$20,438$8,857▼ $11,581
Other Liabilities$45,446$6,554▼ $38,892
Total Liabilities$176,270$107,796▼ $68,474
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,579,402$3,117,130▲ $537,728
Net Assets With Donor Restrictions$1,019,711$940,853▼ $78,858
Total Net Assets Fund Balance$3,599,113$4,057,983▲ $458,870
Total Liabilities and Net Assets / Fund Balance$3,775,383$4,165,779▲ $390,396

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$50,000$50,000
Equipment$13,826$26,551$40,377
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Margaret BenefielExecutive DirectorFT$120,520$120,520

Board Members and Trustees

NameTitle
Jeffrey RossPresident
Alfonso Campbell IiiDirector
Beverly GibsonDirector
Gene FoehlDirector
Karah PalmerDirector
Laura Lee ErnstDirector
Lydia MercadoDirector
Tatiana Bien - AimeDirector
Tom FrostDirector
Jehanne GheithSecretary
Patricia D FranklinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$830,066
Program Service Revenue
$664,972
Investment Income
$65,684
Other Revenue
$270
All Other Contributions
$830,066
Change in Net Assets
$245,202

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,560,992
Revenue Not Reported on Form 990
$213,668
Total Revenue per Audited Statements
$1,774,660
Total Revenue per Form 990
$1,560,992
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$765,167
Salaries, Compensation, and Employee Benefits$550,623
Total Fundraising Expense$144,390
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$197,560$85,478$45,569$328,607
Fees for Services Other$172,208$64,897$766$237,871
Current Officers, Directors, Trustees, and Key Employees$64,731$22,406$37,345$124,482
Other Employee Benefits$34,840$17,578$11,740$64,158
Information Technology$32,398$16,347$10,918$59,663
Occupancy$20,797$10,493$7,008$38,298
Payroll Taxes$19,367$7,901$6,108$33,376
Fees for Services Accounting-$22,548-$22,548
All Other Expenses$5,120$1,124$14,517$20,761
Other Expenses$7,908$3,914$2,614$14,436
Insurance$6,503$3,280$2,191$11,974
Depreciation Depletion$2,618$1,321$882$4,821
Conferences and Meetings$1,917$2,016-$3,933
Fees for Services Legal-$3,685-$3,685
Total Functional Expenses$908,412$262,988$144,390$1,315,790

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,315,790
Total Expenses per Audited Statements$1,315,790
Total Expenses per Form 990$1,315,790
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability - Current$6,554
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The 990 is prepared by an independent accountant, reviewed by the management before filing with the irs and circulated to the entire board afterwards.”

Form 990, Part VI, Section B, Line 12C

“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 15A

“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 organizatons in the industry.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy, and financial statements are made available to the public based on the facts and circumstances of each request.”

Filing and Contact Details

Filer

Filer Name
Shalem Institute for Spiritual Formation
EIN
52-1130401
Phone
3018977334
Address
1226 VERMONT AVE NW, WASHINGTON, DC 20005

Signing Officer

Name
Margaret Benefiel
Title
Executive Director
Signed
2025-12-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Margaret Benefiel
Formed
1978
Legal Domicile
Dc
Voting Board Members
11
Independent Board Members
11
Employees
8

Preparer

Firm
Dunham Aukamp & Rhodes Plc
Address
4443 BROOKFIELD CORPORATE DRIVE SUI, CHANTILLY, VA 20151
Preparer
Michael D Aukamp CPA
Phone
7036318940
Supplemental Narrative

Financial Statement Notes

Part III, Line 1A: If organization elected under SFAS 116 to not report are, historical treasures, O

“The organization holds various collection of artwork including paintings and bronze sculptures for public display around the office.”

Part V, Line 4: Intended uses of the endowment fund.

“The shalem fund was established by the board of directors in 1985 to help ensure the long term stability of shalem.”

Part X : FIN48 Footnote

“As of june 30, 2025, shalem has no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. The tax years subject to examination by the taxing authorities are the years ended june 30, 2022 through 2024.”

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