Civic Intelligence

Terra Naam Retreat Charitable Trust

EIN 27-6011481 • 501(c)3 • Worcester, VT

Profile

Spiritual development through meditation, prayer and study. Our purpose is to provide a retreat facility with buildings and grounds used by individuals and groups practicing Surat Shabd Yoga. The facility is also available to others interested in spiritual growth. In addition to meditation and meeting facilities, we also offer meals and overnight accommodations. There is no specific fee for use of the facilities, however we accept free will offerings to defray the cost of maintaining the facilities and providing meals.

1857 Worcester RoadWorcester, VT 05682

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

98th percentile

94%

Higher net margin than 98% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

96th percentile

147%

Faster asset growth than 96% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

129%

Faster revenue growth than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$3,284,704

Up $1,952,614 (+147%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,284,704

Up $1,952,614 (+147%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin98th percentile

Revenue

Up

$2,086,224

Up $1,173,495 (+129%) from 2023

Expenses

Up

$133,610

Up $83,297 (+166%) from 2023

Net Income

Up

$1,952,614

Up $1,090,198 (+126%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth96th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $487,109Liabilities 2012: $71,500Net Assets 2012: $415,6092012Assets 2013: $490,206Liabilities 2013: $66,500Net Assets 2013: $423,7062013Assets 2014: $495,185Liabilities 2014: $58,000Net Assets 2014: $437,1852014Assets 2015: $484,914Liabilities 2015: $50,500Net Assets 2015: $434,4142015Assets 2016: $490,909Liabilities 2016: $50,000Net Assets 2016: $440,9092016Assets 2017: $476,523Liabilities 2017: $35,500Net Assets 2017: $441,0232017Assets 2018: $473,416Liabilities 2018: $28,000Net Assets 2018: $445,4162018Assets 2021: $458,506Liabilities 2021: $4,000Net Assets 2021: $454,5062021Assets 2023: $1,332,090Liabilities 2023: $0Net Assets 2023: $1,332,0902023Assets 2024: $3,284,704Liabilities 2024: $0Net Assets 2024: $3,284,7042024

Highlighted filing

2024

Assets$3,284,704
Liabilities$0
Net Assets$3,284,704
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $56,408Expenses 2012: $60,105Net Income 2012: -$3,6972012Revenue 2013: $59,219Expenses 2013: $51,122Net Income 2013: $8,0972013Revenue 2014: $76,109Expenses 2014: $62,630Net Income 2014: $13,4792014Revenue 2015: $58,570Expenses 2015: $61,341Net Income 2015: -$2,7712015Revenue 2016: $79,916Expenses 2016: $73,421Net Income 2016: $6,4952016Revenue 2017: $61,499Expenses 2017: $61,385Net Income 2017: $1142017Revenue 2018: $51,472Expenses 2018: $47,372Net Income 2018: $4,1002018Revenue 2021: $65,905Expenses 2021: $69,928Net Income 2021: -$4,0232021Revenue 2023: $912,729Expenses 2023: $50,313Net Income 2023: $862,4162023Revenue 2024: $2,086,224Expenses 2024: $133,610Net Income 2024: $1,952,6142024

Highlighted filing

2024

Revenue$2,086,224
Expenses$133,610
Net Income$1,952,614
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,284,704
Liabilities
$0
Net assets
$3,284,704
Revenue
$2,086,224
Expenses
$133,610
Net income
$1,952,614
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.28$0.00$3.28$2.09$0.13$1.95
2023Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.91$0.05$0.86
2021Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.45$0.07$0.07$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.47$0.03$0.45$0.05$0.05$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.48$0.04$0.44$0.06$0.06$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.49$0.05$0.44$0.08$0.07$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.48$0.05$0.43$0.06$0.06$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.50$0.06$0.44$0.08$0.06$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.49$0.07$0.42$0.06$0.05$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.07$0.42$0.06$0.06$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$2,086,224
Mission and Program Overview

Mission

Spiritual development through meditation, prayer and study. Our purpose is to provide a retreat facility with buildings and grounds used by individuals and groups practicing Surat Shabd Yoga. The facility is also available to others interested in spiritual growth. In addition to meditation and meeting facilities, we also offer meals and overnight accommodations. There is no specific fee for use of the facilities, however we accept free will offerings to defray the cost of maintaining the facilties.

Providing a retreat center used on an ongoing basis by practitioners of Surat Shabd Yoga and others interested in prayer, meditation and solitude.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,200,435$3,144,578▲ $1,944,143
Cash and Non-Interest-Bearing Accounts$61,894$102,459▲ $40,565
Savings and Temporary Cash Investments$39,043$37,667▼ $1,376
Accounts Receivable$30,718$0▼ $30,718
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-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,332,090$3,284,704▲ $1,952,614
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,332,090$3,284,704▲ $1,952,614
Total Net Assets Fund Balance$1,332,090$3,284,704▲ $1,952,614
Total Liabilities and Net Assets / Fund Balance$1,332,090$3,284,704▲ $1,952,614

Asset Categories

AssetBook ValueDepreciationBasis
Land$2,269,073-$2,269,073
Buildings$875,505$88,594$964,099
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
James BuckleyTrustee
Laura ThompsonTrustee
Michael JewellTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$2,086,103
Program Service Revenue
$0
Investment Income
$121
Other Revenue
$0
All Other Contributions
$2,086,103
Change in Net Assets
$1,952,614
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$133,610
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
Occupancy$52,451$13,113-$65,564
Depreciation Depletion$13,019$3,255-$16,274
Insurance$4,662$1,165-$5,827
Interest$4,166$1,042-$5,208
Other Expenses$2,305$576-$2,881
Conferences and Meetings$619$155-$774
Fees for Services Other$601$150-$751
Office Expenses$40$10-$50
Total Functional Expenses$106,888$26,722$0$133,610
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
No
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
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1A

“There is no necessity to operate by committee for this small organization.There is no need to delegate the trustees authority to an executive committee.”

Form 990, Part VI, Section A, Line 7B

“The Trustees have sole decision making authority.Decisions are agreed upon by the Trustees after discussion. There are no members orshareholders in the organization.”

Form 990, Part VI, Section A, Line 8B

“The trustees meet daily and decisions are made as needed without the necessity of documentation except for legal documents”

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

“The Board of Trustees has reviewed the governing documents, conflict of interest policy and the financial statements.”

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

“Possible conflict of interest issues are quickly identified because of the small number of trustees. Corrective action is taken before a conflict develops.”

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

“No Trustee receives compensation. Services are given freely as enjoined by the organization's spiritual teachers. This is called physical and financial seva (service).”

Form 990, Part VI, Section C, Line 18

“The IRS Website and Propublica website have Terra Naam's 990 Forms and Schedules available to the public.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Terra Naam Retreat Charitable Trust
EIN
27-6011481
Phone
8026357157
Address
1857 WORCESTER ROAD, WORCESTER, VT 05682

Signing Officer

Name
James Buckley
Title
Trustee
Phone
8024987651
Signed
2025-11-13

Organization Details

Principal Officer
James Buckley
Formed
2003
Legal Domicile
Vt
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
15
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“No independent audits were conducted.”

Raw XML Appendix374 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
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IRS990/Form990PartVIISectionAGrp/PersonNm1James Buckley
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IRS990/FormerOfcrEmployeesListedInd0false
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt039043
IRS990/SavingsAndTempCashInvstGrp/EOYAmt037667
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt037103
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt087665
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt048675
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt065905
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt048834
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0288182
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0121
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt064
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0191
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.43410
IRS990ScheduleA/PublicSupportPY170Pct00.40180
IRS990ScheduleA/PublicSupportTotal170Amt0125182
IRS990ScheduleA/SubstantialContributorsTotAmt0163000
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt037103
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt087665
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt048675
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt065905
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt048834
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0288182
IRS990ScheduleA/TotalSupportAmt0288373
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/BookValueAmt0875505
IRS990ScheduleD/BuildingsGrp/DepreciationAmt088594
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0964099
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt02269073
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02269073
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0No independent audits were conducted.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03144578
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0There is no necessity to operate by committee for this small organization.There is no need to delegate the trustees authority to an executive committee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Trustees have sole decision making authority.Decisions are agreed upon by the Trustees after discussion. There are no members orshareholders in the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The trustees meet daily and decisions are made as needed without the necessity of documentation except for legal documents
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Board of Trustees has reviewed the governing documents, conflict of interest policy and the financial statements.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Possible conflict of interest issues are quickly identified because of the small number of trustees. Corrective action is taken before a conflict develops.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5No Trustee receives compensation. Services are given freely as enjoined by the organization's spiritual teachers. This is called physical and financial seva (service).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The IRS Website and Propublica website have Terra Naam's 990 Forms and Schedules available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7The governing documents, conflict of interest policy and financial statements are made available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section C, Line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part VI, Section C, Line 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01332090
IRS990/TotalAssetsEOYAmt03284704
IRS990/TotalAssetsGrp/BOYAmt01332090
IRS990/TotalAssetsGrp/EOYAmt03284704
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02086103
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt026722
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0106888
IRS990/TotalFunctionalExpensesGrp/TotalAmt0133610
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01332090
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03284704
IRS990/TotalProgramServiceExpensesAmt0106888
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0121
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02086224
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01332090
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03284704
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01857 WORCESTER ROAD
IRS990/USAddress/CityNm0WORCESTER
IRS990/USAddress/StateAbbreviationCd0VT
IRS990/USAddress/ZIPCd005682
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0James Buckley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08024987651
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TERRA NAAM RETREAT CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0TERR
ReturnHeader/Filer/EIN0276011481
ReturnHeader/Filer/PhoneNum08026357157
ReturnHeader/Filer/USAddress/AddressLine1Txt01857 WORCESTER ROAD
ReturnHeader/Filer/USAddress/CityNm0WORCESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005682
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-11-13T11:09:27-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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