Civic Intelligence

Vivekananda Retreat Ridgely

EIN 27-2233047 • 501(c)3 • Stone Ridge, NY

Profile

To provide a place of pilgrimage and retreat for those who want the opportunity to engage in intense spiritual practices.

101 Leggett RdStone Ridge, NY 12484

www.ridgely.org

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

34th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

10th percentile

-34%

Higher net margin than 10% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

27th percentile

-5.3%

Faster asset growth than 27% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Revenue Growth

53rd percentile

8.5%

Faster revenue growth than 53% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2024

Assets

Down

$983,082

Down $56,583 (-5.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$983,082

Down $56,583 (-5.4%) from 2023

Revenue

Up

$167,013

Up $9,644 (+6.1%) from 2023

Expenses

Up

$223,772

Up $10,937 (+5.1%) from 2023

Net Income

Down

-$56,759

Down $1,293 (-2.3%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2016: $1,232,662Liabilities 2016: $0Net Assets 2016: $1,232,6622016Assets 2017: $1,172,496Liabilities 2017: $0Net Assets 2017: $1,172,4962017Assets 2018: $1,166,058Liabilities 2018: $0Net Assets 2018: $1,166,0582018Assets 2019: $1,221,255Liabilities 2019: $0Net Assets 2019: $1,221,2552019Assets 2020: $1,187,571Liabilities 2020: $0Net Assets 2020: $1,187,5712020Assets 2021: $1,166,018Liabilities 2021: $0Net Assets 2021: $1,166,0182021Assets 2022: $1,095,236Liabilities 2022: $0Net Assets 2022: $1,095,2362022Assets 2023: $1,039,665Liabilities 2023: $0Net Assets 2023: $1,039,6652023Assets 2024: $983,082Liabilities 2024: $0Net Assets 2024: $983,0822024

Highlighted filing

2024

Assets$983,082
Liabilities$0
Net Assets$983,082

Operations Trend

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

$400K$200K$0-$200KRevenue 2016: $337,378Expenses 2016: $150,501Net Income 2016: $186,8772016Revenue 2017: $110,699Expenses 2017: $169,652Net Income 2017: -$58,9532017Revenue 2018: $177,199Expenses 2018: $183,637Net Income 2018: -$6,4382018Revenue 2019: $258,054Expenses 2019: $202,756Net Income 2019: $55,2982019Revenue 2020: $158,273Expenses 2020: $192,035Net Income 2020: -$33,7622020Revenue 2021: $160,410Expenses 2021: $182,207Net Income 2021: -$21,7972021Revenue 2022: $141,986Expenses 2022: $210,369Net Income 2022: -$68,3832022Revenue 2023: $157,369Expenses 2023: $212,835Net Income 2023: -$55,4662023Revenue 2024: $167,013Expenses 2024: $223,772Net Income 2024: -$56,7592024

Highlighted filing

2024

Revenue$167,013
Expenses$223,772
Net Income-$56,759

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Gross Receipts
$167,290
Mission and Program Overview

Mission

To provide a place of pilgrimage and retreat for those who want the opportunity to engage in intense spiritual practices.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$619,333$559,848▼ $59,485
Savings and Temporary Cash Investments$219,958$251,974▲ $32,016
Cash and Non-Interest-Bearing Accounts$191,423$162,410▼ $29,013
Investments in Publicly Traded Securities$6,086$6,262▲ $176
Inventories for Sale or Use$2,865$2,588▼ $277
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,039,665$983,082▼ $56,583
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,039,665$983,082▼ $56,583
Total Net Assets Fund Balance$1,039,665$983,082▼ $56,583
Total Liabilities and Net Assets / Fund Balance$1,039,665$983,082▼ $56,583

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$184,179$1,240,580$1,424,759
Leasehold Improvements$196,701$300,603$497,304
Land$177,982-$177,982
Equipment$335$50,104$50,439
Other Land Buildings$651$34,699$35,350
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$150,703
Program Service Revenue
$6,566
Investment Income
$7,440
Other Revenue
$2,304
All Other Contributions
$150,703
Change in Net Assets
$-56,759
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$223,772
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$49,287$21,123-$70,410
Occupancy$39,146$16,778-$55,924
All Other Expenses$10,991$4,714-$15,705
Insurance$9,989$4,281-$14,270
Fees for Services Accounting$3,262$1,398-$4,660
Other Expenses$3,104$1,331-$4,435
Travel$357$154-$511
Total Functional Expenses$156,635$67,137$0$223,772
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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 A, Line 2

Directors Peter Hirshman and Mitu Hirshman husband and wife. Swami Sarvadevananda, Pravrajika Gitaprana, Pravrajika Shuddhatmaprana and Swami Atmajnanananda are all ordained members of the Vedanta Society of Southern California.Swami Tyagananda is a ordained member of the Vedanta Society of Boston.

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

Copy of 990 is available for comment and review. After any discussion the 990 is accepted and filed.

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

Annually a conflict of interest policy is updated to ensure there are no conflicts.

Form 990, Part VI, Section B, Line 15A

There is no compensation paid.

Form 990, Part VI, Section B, Line 15B

There is no compensation paid.

Form 990, Part VI, Section C, Line 19

Upon request organization has a file available for review which includes the Form 990, conflict of interest policies and any financial statements generated.

Filing and Contact Details

Filer

Filer Name
Vivekananda Retreat Ridgely
EIN
27-2233047
Phone
8456874574
Address
101 Leggett Rd, Stone Ridge, NY 12484

Signing Officer

Name
Pravrajika Gitaprana
Title
Treasurer
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Formed
2010
Legal Domicile
Ny
Voting Board Members
11
Independent Board Members
10
Employees
0

Preparer

Firm
Gagnon & Associates
Address
212 Fair St, Kingston, NY 12401
Preparer
David Gagnon
Phone
8453313600
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IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Retreats & Programs
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06566
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06566
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0148990
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01850
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0212835
IRS990/PYOtherRevenueAmt0-282
IRS990/PYProgramServiceRevenueAmt06811
IRS990/PYRevenuesLessExpensesAmt0-55466
IRS990/PYTotalExpensesAmt0212835
IRS990/PYTotalRevenueAmt0157369
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-56759
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt06566
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0219958
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0251974
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0150443
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0148990
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0136025
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0159424
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0156526
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0751408
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07440
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01850
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0379
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0405
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01722
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt011796
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98370
IRS990ScheduleA/PublicSupportPY170Pct00.98710
IRS990ScheduleA/PublicSupportTotal170Amt0751408
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0150443
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0148990
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0136025
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0159424
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0156526
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0751408
IRS990ScheduleA/TotalSupportAmt0763881
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt07
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt0216
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt0329
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt0125
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0677
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0184179
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01240580
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01424759
IRS990ScheduleD/EquipmentGrp/BookValueAmt0335
IRS990ScheduleD/EquipmentGrp/DepreciationAmt050104
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt050439
IRS990ScheduleD/LandGrp/BookValueAmt0177982
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0177982
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0196701
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0300603
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0497304
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0651
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt034699
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt035350
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0559848
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Directors Peter Hirshman and Mitu Hirshman husband and wife. Swami Sarvadevananda, Pravrajika Gitaprana, Pravrajika Shuddhatmaprana and Swami Atmajnanananda are all ordained members of the Vedanta Society of Southern California.Swami Tyagananda is a ordained member of the Vedanta Society of Boston.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Copy of 990 is available for comment and review. After any discussion the 990 is accepted and filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Annually a conflict of interest policy is updated to ensure there are no conflicts.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3There is no compensation paid.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4There is no compensation paid.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Upon request organization has a file available for review which includes the Form 990, conflict of interest policies and any financial statements generated.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false

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