Civic Intelligence

Terra Naam Retreat Charitable Trust

990EZ • Fiscal year 2017 • EIN 27-6011481

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 08, 2018

Organization ProfileN/A
1857 Worcester RoadWorcester, VT 05682

(802) 635-8915

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

76th percentile

0.07x

Higher debt load relative to assets than 76% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

93rd percentile

0.58x

Higher debt load relative to revenue than 93% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

42nd percentile

0.2%

Higher net margin than 42% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

39th percentile

-2.9%

Faster asset growth than 39% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

21st percentile

-23%

Faster revenue growth than 21% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$476,523

Down $14,386 (-2.9%) from 2016

Net Assets

Up

$441,023

Up $114 (+0.0%) from 2016

Liabilities

Down

$35,500

Down $14,500 (-29%) from 2016

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin42nd percentile

Revenue

Down

$61,499

Down $18,417 (-23%) from 2016

Expenses

Down

$61,385

Down $12,036 (-16%) from 2016

Net Income

Down

$114

Down $6,381 (-98%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$476,523
Liabilities$35,500
Net Assets$441,023
Open 2017 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$61,499
Expenses$61,385
Net Income$114
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 8, 2018
Return Version
2017v2.2
Gross Receipts
$61,499
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.

Program Services

DescriptionGrantsExpenses
The retreat center is used on an ongoing basis by practitioners of Surat Shabd Yoga and others interested in prayer and solitude. Approximately 300 day visitors and overnight guests were served. There is a daily group meditation and study meeting and a larger Sunday group meeting and meditation.$61,385-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Laura ThompsonTrusteePT$0--
James BuckleyTrusteePT$0--
Michael JewellTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Terra Naam Retreat Charitable Trust
EIN
27-6011481
Phone
8026358915
Address
1857 WORCESTER ROAD, WORCESTER, VT 05682

Signing Officer

Name
Michael Jewell
Title
Trustee
Signed
2018-11-08
Supplemental Narrative

Additional Explanations

Other Expenses.1009

“Depreciation $3167”

Other Expenses.1012

“Insurance $1001”

Other Expenses.1

“Maintenance and Improvements $32028”

Other Expenses.2

“Real Estate Taxes $12160”

Other Expenses.3

“Utilities $5293”

Other Expenses.4

“Food $4516”

Other Expenses.5

“Vehicle Expenses $1495”

Other Expenses.6

“Plowing/Lawn/gravel $865”

Other Expenses.7

“Internet and Phone $404”

Other Expenses.8

“Misc./adj prior yr gift $250”

Other Expenses.9

“Gardens $206”

Total Liabilities.1006

“Payable to Officers, Directors, Etc. - Beginning $10000 Payable to Officers, Directors, Etc. - Ending $0”

Total Liabilities.1007

“Secured Mortgages and Notes Payable - Beginning $40000 Secured Mortgages and Notes Payable - Ending $35500”

Raw XML Appendix151 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0JoAnn Benford Esq
IRS990EZ/BooksInCareOfDetail/PhoneNum08026358915
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0233 Railroad Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Johnson
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd005656
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt025388
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014169
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IRS990EZ/ContributionsGiftsGrantsEtcAmt061484
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
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IRS990EZ/ExcessOrDeficitForYearAmt0114
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IRS990EZ/Form990TotalAssetsGrp/BOYAmt0490909
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IRS990EZ/GrossReceiptsForPublicUseAmt00
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IRS990EZ/InvestmentIncomeAmt015
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IRS990EZ/LandAndBuildingsGrp/EOYAmt0462354
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0440909
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Laura Thompson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1James Buckley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Michael Jewell
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt061385
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Spiritual 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The retreat center is used on an ongoing basis by practitioners of Surat Shabd Yoga and others interested in prayer and solitude. Approximately 300 day visitors and overnight guests were served. There is a daily group meditation and study meeting and a larger Sunday group meeting and meditation.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt061385
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt050000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt035500
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt061385
IRS990EZ/TotalProgramServiceExpensesAmt061385
IRS990EZ/TotalRevenueAmt061499
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt061484
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt079916
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt058553
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt076088
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt059209
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0335250
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt015
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt080
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.41030
IRS990ScheduleA/PublicSupportPY170Pct00.42040
IRS990ScheduleA/PublicSupportTotal170Amt0137574
IRS990ScheduleA/SubstantialContributorsTotAmt0197676
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt061484
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt079916
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt058553
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt076088
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt059209
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0335250
IRS990ScheduleA/TotalSupportAmt0335330
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Depreciation $3167
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1001
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Maintenance and Improvements $32028
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Real Estate Taxes $12160
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Utilities $5293
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Food $4516
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Vehicle Expenses $1495
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Plowing/Lawn/gravel $865
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Internet and Phone $404
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Misc./adj prior yr gift $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Gardens $206
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Payable to Officers, Directors, Etc. - Beginning $10000 Payable to Officers, Directors, Etc. - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Secured Mortgages and Notes Payable - Beginning $40000 Secured Mortgages and Notes Payable - Ending $35500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.1006
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1007
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Jewell
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TERRA NAAM RETREAT CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0TERR
ReturnHeader/Filer/EIN0276011481
ReturnHeader/Filer/PhoneNum08026358915
ReturnHeader/Filer/USAddress/AddressLine1Txt01857 WORCESTER ROAD
ReturnHeader/Filer/USAddress/CityNm0WORCESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005682
ReturnHeader/ReturnTs02018-11-08T13:33:50-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$476,523
Liabilities
$35,500
Net assets
$441,023
Revenue
$61,499
Expenses
$61,385
Net income
$114
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