The Shalem Foundation (EIN 133941865) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Phone

6467010047

Tax Period

2023-01-01 to 2023-12-31

The Shalem Foundation, founded in 1997, is a mid-sized nonprofit in the Crime & Legal sector that reported $36.4M in total revenue in fiscal year 2023. Revenue surged 264% from the prior year, signaling strong growth momentum. The organization ran a surplus of $22.1M, a strong 61% operating margin.

Mission

TO PROMOTE AND FOSTER ZIONIST INTELLECTUAL INFRASTRUCTURE FOR THE STATE OF ISRAEL.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $36,364,094

Program Service Revenue $0

Investment Income $85,687

Other Revenue $0

TOTAL REVENUE $36,449,781

Expense Breakdown

Grants Paid $14,123,488

Salaries & Benefits $0

Fundraising Expenses $200,000

Program Expenses $14,123,488

Other Expenses $256,886

TOTAL EXPENSES $14,380,374

Year-over-Year Comparison

	2023	2022	Change
Revenue	$36,449,781	$10,016,531	+2.6%
Expenses	$14,380,374	$9,740,552	+0.5%
Net Income	$22,069,407	$275,979	+79.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANIEL POLISAR	PRESIDENT	20.0	Officer Director	$0	$0	$0
DAVID MESSER	CHAIRMAN/TREASURER	5.0	Officer Director	$0	$0	$0
ELISA PALTER	TRUSTEE	1.0	Director	$0	$0	$0
ISAAC APPLBAUM	TRUSTEE	1.0	Director	$0	$0	$0
JED ARKIN	TRUSTEE	1.0	Director	$0	$0	$0
LOUIS FRENKEL	TRUSTEE	1.0	Director	$0	$0	$0
POLINA LIBERMAN	TRUSTEE	1.0	Director	$0	$0	$0
YAIR SHAMIR	TRUSTEE	0.5	Director	$0	$0	$0
YUDI LEVY	TRUSTEE	1.0	Director	$0	$0	$0
JONATHAN MENSH	ASSISTANT TREASURER	10.0	Officer	$0	$0	$0
SETH GOLDSTEIN	SECRETARY	15.0	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$36,159,584	$14,158,079	$28,237,308	$22,001,505
2023	$36,449,781	$14,380,374	$27,315,445	$22,069,407
2022	$10,016,531	$9,740,552	$5,595,639	$275,979
2021	$7,479,324	$8,749,182	$6,111,704	$-1,269,858
2021	$7,479,324	$8,878,782	$6,111,704	$-1,399,458
2020	$8,406,030	$10,710,685	$7,123,500	$-2,304,655
2019	$6,499,538	$8,614,858	$9,061,483	$-2,115,320
2018	$6,027,732	$7,507,205	$10,032,218	$-1,479,473
2018	$6,323,646	$7,374,190	$10,376,979	$-1,050,544

The Shalem Foundation