SHALEM INSTITUTE FOR SPIRITUAL FORMATION (EIN 521130401) - 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

1978

Legal Domicile

Principal Officer

MARGARET BENEFIEL

Phone

3018977334

Tax Period

2024-07-01 to 2025-06-30

SHALEM INSTITUTE FOR SPIRITUAL FORMATION, founded in 1978, is a community nonprofit in the Religion sector that reported $1.6M in total revenue in fiscal year 2024. The organization ran a surplus of $245K, a strong 16% operating margin.

Mission

PROVIDE RESOURCES TO INDIVIDUALS & COMMUNITIES FOR NURTURING CONTEMPLATIVE LIVING & LEADERSHIP.

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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 $830,066

Program Service Revenue $664,972

Investment Income $65,684

Other Revenue $270

TOTAL REVENUE $1,560,992

Expense Breakdown

Grants Paid $0

Salaries & Benefits $550,623

Fundraising Expenses $144,390

Program Expenses $908,412

Other Expenses $765,167

TOTAL EXPENSES $1,315,790

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,560,992	$1,484,489	+0.1%
Expenses	$1,315,790	$1,404,451	-0.1%
Net Income	$245,202	$80,038	+2.1%

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

N/A

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

$120,520

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARGARET BENEFIEL	Executive Dir.	40.00	Officer	$120,520	$0	$120,520
TATIANA BIEN - AIME	Director	2.00	Director	$0	$0	$0
KARAH PALMER	Director	2.00	Director	$0	$0	$0
PATRICIA D FRANKLIN	Treasurer	2.00	Officer Director	$0	$0	$0
JEFFREY ROSS	President	2.00	Officer Director	$0	$0	$0
GENE FOEHL	Director	2.00	Director	$0	$0	$0
JEHANNE GHEITH	Secretary	2.00	Officer Director	$0	$0	$0
TOM FROST	Director	2.00	Director	$0	$0	$0
LYDIA MERCADO	Director	2.00	Director	$0	$0	$0
BEVERLY GIBSON	Director	2.00	Director	$0	$0	$0
LAURA LEE ERNST	Director	2.00	Director	$0	$0	$0
ALFONSO CAMPBELL III	Director	2.00	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
2025	$1,560,992	$1,315,790	$4,165,779	$245,202
2024	$1,484,489	$1,404,451	$3,775,383	$80,038
2023	$1,253,648	$1,158,325	$3,487,876	$95,323
2022	$1,361,459	$1,126,805	$3,200,461	$234,654
2021	$1,446,057	$819,291	$3,234,030	$626,766
2020	$1,185,109	$936,135	$2,377,676	$248,974
2019	$1,238,594	$956,925	$1,960,835	$281,669
2018	$1,580,093	$1,031,313	$1,638,780	$548,780

SHALEM INSTITUTE FOR SPIRITUAL FORMATION