THE SHALEM INSTITUTE

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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

1989

Legal Domicile

Phone

6144419773

Tax Period

2024-01-01 to 2024-12-31

THE SHALEM INSTITUTE, founded in 1989, is a micro nonprofit in the Religion sector that reported $16K in total revenue in fiscal year 2024. Revenue fell 52% from the prior year — a significant decline worth monitoring. Expenses of $33K exceeded revenue, resulting in a 111% operating deficit.

Mission

MENTAL HEALTH, PASTORAL CARE AND SPIRITUAL DIRECTION SERVICES

Program Service Accomplishments

Program 1

Expenses: $0 Revenue: $3,449

PROVIDES PSYCHOTHERAPY, PASTORAL CARE AND SPIRITUAL DIRECTION SERVICES. PROVIDES WORKSHOPS ON TOPICS RELATED TO PERSONAL HEALING, GROWTH AND SPIRITUALITY.

Program 2

Expenses: $2,317 Revenue: $0

PROVIDES INTERFAITH AND INTERSPIRITUAL EDUCATION AND TRAINING PROGRAMS RELATED TO GLOBAL UNITY AND PEACEMAKING THROUGH TRANSLATION AND SHARED SPIRITUAL PRACTICES TAUGHT BY AUTHOR AND SUFI TEACHER...

PROVIDES INTERFAITH AND INTERSPIRITUAL EDUCATION AND TRAINING PROGRAMS RELATED TO GLOBAL UNITY AND PEACEMAKING THROUGH TRANSLATION AND SHARED SPIRITUAL PRACTICES TAUGHT BY AUTHOR AND SUFI TEACHER NEIL DOUGLAS KLOTZ.

Program 3

Expenses: $7,930 Revenue: $0

PROVIDES RESOURCES ON PEACEMAKING AND INTERFAITH TOPICS THROUGH THE ABWOON RESOURCE CENTER. DEVELOPS AND PRODUCES NEW RESOURCES FOR USE BY LOCAL INTERFAITH LEADERS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $5,804

Program Service Revenue $3,449

Investment Income $6,433

Other Revenue $160

TOTAL REVENUE $15,846

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,000

Fundraising Expenses $0

Program Expenses $19,896

Other Expenses $27,429

TOTAL EXPENSES $33,429

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,846	$32,753	-0.5%
Expenses	$33,429	$59,273	-0.4%
Net Income	$-17,583	$-26,520	-0.3%

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

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

$6,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELIZABETH REED	EXECUTIVE DIRECTOR	20.00	Director	$0	$6,000	$6,000
TERRIE FORD	VICE PRESIDENT	1.00	Director	$0	$0	$0
RUTH FRANKENFIELD	SECRETARY	1.00	Director	$0	$0	$0
MARY JO MARRAFFA	TREASURER	1.00	Director	$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	$15,846	$33,429	$125,085	$-17,583
2023	$32,753	$59,273	$142,889	$-26,520
2022	$2,469	$66,875	$168,870	$-64,406
2021	$61,258	$57,508	$238,372	$3,750
2020	$92,174	$63,595	$254,495	$28,579
2019	$91,481	$102,505	$248,363	$-11,024
2018	$155,904	$158,442	$285,612	$-2,538