Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 52-1130401

SHALEM INSTITUTE FOR SPIRITUAL FORMATION INC

Tax-exempt · WASHINGTON, DC 20005

Financials

$1.5M$1.4M2023$1.6M$1.3M2024
Revenue Expenses · by fiscal year end
Financials of SHALEM INSTITUTE FOR SPIRITUAL FORMATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$1,560,992$1,315,790$245,202$4,165,779$107,796$4,057,983
June 30, 2024990$1,484,489$1,404,451$80,038$3,775,383$176,270$3,599,113
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$830,066
Program service revenue
$664,972
Investment income
$65,684
Other revenue
$270

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$124,482
Other salaries and wages
$328,607
Salaries, compensation and benefits (total)
$550,623
Professional fundraising fees
$0
Legal fees
$3,685
Accounting fees
$22,548
Occupancy
$38,298
Depreciation
$4,821
Program services (functional)
$908,412
Management and general (functional)
$262,988
Fundraising (functional)
$144,390

Balance sheet and other

Total assets, start of year
$3,775,383
Total assets, end of year
$4,165,779
Total liabilities, end of year
$107,796
Net assets, end of year
$4,057,983
Land, buildings and equipment
$13,826
Publicly traded securities
$2,609,052
Net assets without donor restrictions
$3,117,130
Net assets with donor restrictions
$940,853
Gross receipts
$1,560,992
Employees
8
Year formed
1978
State of legal domicile
DC

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
MARGARET BENEFIELExecutive Dir.
Officer
40$120,520
TATIANA BIEN - AIMEDirector
Trustee or director
2$0
KARAH PALMERDirector
Trustee or director
2$0
PATRICIA D FRANKLINTreasurer
Trustee or director, Officer
2$0
JEFFREY ROSSPresident
Trustee or director, Officer
2$0
GENE FOEHLDirector
Trustee or director
2$0
JEHANNE GHEITHSecretary
Trustee or director, Officer
2$0
TOM FROSTDirector
Trustee or director
2$0
LYDIA MERCADODirector
Trustee or director
2$0
BEVERLY GIBSONDirector
Trustee or director
2$0
LAURA LEE ERNSTDirector
Trustee or director
2$0
ALFONSO CAMPBELL IIIDirector
Trustee or director
2$0
990 for the year ended June 30, 2024: 19 people
NameTitleHours / weekCompensation
MARGARET BENEFIELExecutive Dir.
Officer
40$128,876
SCOTT ROHRDirector
Trustee or director
2$0
JESSIE SMITHDirector
Trustee or director
2$0
SUSAN ETHERTONDirector
Trustee or director
2$0
SARAH WILLIE-LEBRETONDirector
Trustee or director
2$0
GENE FOEHLDirector
Trustee or director
2$0
FAY ACKERDirector
Trustee or director
2$0
RHETT ENGELKINGDirector
Trustee or director
2$0
KATIE ZIMMERMANDirector
Trustee or director
2$0
PATIENCE ROBBINSDirector
Trustee or director
2$0
LAURA LEE ERNSTTreasurer
Trustee or director, Officer
2$0
KIOK CHODirector
Trustee or director
2$0
LAURA NEALVice President
Trustee or director, Officer
2$0
ALANNA SULLIVANDirector
Trustee or director
2$0
WESTINA MATTHEWSDirector
Trustee or director
2$0
LAURA BROKAWPresident
Trustee or director, Officer
2$0
ALFONSO CAMPBELL IIIDirector
Trustee or director
2$0
KATHLEEN RICHARDDirector
Trustee or director
2$0
AUDREY SMITHDirector
Trustee or director
2$0

Address and contacts

Address (IRS master file)
1226 VERMONT AVE NW, WASHINGTON, DC 20005-3615
In care of
% MARTHA SHERMAN
Principal officer (990 for 2024)
MARGARET BENEFIEL, 1226 VERMONT AVE NW, WASHINGTON, DC 20005
Signed the 990
MARGARET BENEFIEL, Executive Dir.
Phone
(301) 897-7334
Return prepared by
DUNHAM AUKAMP & RHODES PLC

Mission

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

990 for the year ended June 30, 2025

Program accomplishments

  • LONG-TERM PROGRAMS - PROGRAMS FOR INDIVIDUALS WHO DESIRE IN-DEPTH SUPPORT FOR THEIR LIVES AND MINISTRIES.
    Expenses $601,640
  • SHORT AND INTERMEDIATE PROGRAMS - REGIONAL, INTERNATIONAL, AND LOCAL PROGRAMS, GROUPS, RETREATS AND PILGRIMAGES THAT OFFER TEACHING AND PRACTICES FOR THOSE SEEKING A GROUNDING IN CONTEMPLATIVE LIVING AND LEADERSHIP.
    Expenses $225,913
  • COMMUNICATIONS AND MEDIA RESOURCES - PROVIDING TEACHING, INSIGHTS AND GROUNDING IN SPIRITUAL FORMATION THROUGH NEWSLETTERS, WRITINGS AND INTERNET RESOURCES.
    Expenses $80,859

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
52-1130401
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1978
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$4,165,779
Income (IRS master file)
$1,560,992

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$1,560,992$1,315,790$4,165,779XML
990June 2024$1,484,489$1,404,451$3,775,383XML
990June 2023$1,253,648$1,158,325$3,487,876IRS
990June 2022$1,361,459$1,126,805$3,200,461IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-1130401).

Questions about SHALEM INSTITUTE FOR SPIRITUAL FORMATION INC

What is the EIN of SHALEM INSTITUTE FOR SPIRITUAL FORMATION INC?
The employer identification number (EIN) of SHALEM INSTITUTE FOR SPIRITUAL FORMATION INC is 52-1130401.
Is SHALEM INSTITUTE FOR SPIRITUAL FORMATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
Are donations to SHALEM INSTITUTE FOR SPIRITUAL FORMATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SHALEM INSTITUTE FOR SPIRITUAL FORMATION INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SHALEM INSTITUTE FOR SPIRITUAL FORMATION INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SHALEM INSTITUTE FOR SPIRITUAL FORMATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of SHALEM INSTITUTE FOR SPIRITUAL FORMATION INC?
The 990 for the year ended June 30, 2025 names MARGARET BENEFIEL.
Who are the officers and directors of SHALEM INSTITUTE FOR SPIRITUAL FORMATION INC?
The 990 for the year ended June 30, 2025 lists 12 people; 1 received compensation from the organization, the highest $120,520 (MARGARET BENEFIEL, Executive Dir.).
How much revenue does SHALEM INSTITUTE FOR SPIRITUAL FORMATION INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $1,560,992, expenses of $1,315,790 and total assets of $4,165,779 at year end.

Other nonprofits in WASHINGTON

All nonprofits in WASHINGTON · District of Columbia · Religion-related