Civic Intelligence

Southern Dharma Retreat Center

EIN 56-1695711 • 501(c)3 • Hot Springs, NC

Profile

The mission of southern dharma retreat center (sdrc) is to provide meditation retreats, to make available teachings and practices from buddhist and related traditions, and to serve as a resource for groups, teachers, and practitioners in the southeast.

1661 West RoadHot Springs, NC 28743

www.southerndharma.org

Siviq Scores

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

Liabilities / Assets

58th percentile

0.06x

Higher debt load relative to assets than 58% of similar nonprofits.

NTEE X • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

63rd percentile

0.13x

Higher debt load relative to revenue than 63% of similar nonprofits.

NTEE X • $1M-$5M nonprofits • Source year 2024

Net Margin

53rd percentile

10%

Higher net margin than 53% of similar nonprofits.

NTEE X • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

81st percentile

$75,138

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 9.0% of source-year revenue.

NTEE X • $1M-$5M nonprofits • Source year 2024

Asset Growth

61st percentile

8.1%

Faster asset growth than 61% of similar nonprofits.

NTEE X • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

48th percentile

5.8%

Faster revenue growth than 48% of similar nonprofits.

NTEE X • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$1,768,029

Up $352,856 (+25%) from 2022

Liabilities

Down

$111,259

Down $17,097 (-13%) from 2022

Net Assets

Up

$1,656,770

Up $369,953 (+29%) from 2022

Operations
Liabilities / Revenue63rd percentileNet Margin53rd percentile

Revenue

Up

$834,494

Up $209,111 (+33%) from 2022

Expenses

Up

$747,911

Up $228,747 (+44%) from 2022

Net Income

Down

$86,583

Down $19,636 (-18%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $569,181Liabilities 2010: $2,307Net Assets 2010: $566,8742010Assets 2011: $609,144Liabilities 2011: $3,236Net Assets 2011: $605,9082011Assets 2012: $809,413Liabilities 2012: $3,709Net Assets 2012: $805,7042012Assets 2013: $855,736Liabilities 2013: $3,874Net Assets 2013: $851,8622013Assets 2014: $902,412Liabilities 2014: $3,130Net Assets 2014: $899,2822014Assets 2015: $900,082Liabilities 2015: $3,190Net Assets 2015: $896,8922015Assets 2016: $860,214Liabilities 2016: $3,412Net Assets 2016: $856,8022016Assets 2017: $973,264Liabilities 2017: $3,322Net Assets 2017: $969,9422017Assets 2018: $1,029,356Liabilities 2018: $0Net Assets 2018: $1,029,3562018Assets 2019: $1,280,295Liabilities 2019: $138,922Net Assets 2019: $1,141,3732019Assets 2020: $1,325,984Liabilities 2020: $131,932Net Assets 2020: $1,194,0522020Assets 2021: $1,396,796Liabilities 2021: $124,649Net Assets 2021: $1,272,1472021Assets 2022: $1,415,173Liabilities 2022: $128,356Net Assets 2022: $1,286,8172022Assets 2024: $1,768,029Liabilities 2024: $111,259Net Assets 2024: $1,656,7702024

Highlighted filing

2024

Assets$1,768,029
Liabilities$111,259
Net Assets$1,656,770
Open 2024 Filing

Operations Trend

Revenue Growth48th percentile

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

$1.0M$500K$0-$500KRevenue 2010: $240,394Expenses 2010: $220,384Net Income 2010: $20,0102010Revenue 2011: $241,425Expenses 2011: $202,391Net Income 2011: $39,0342011Revenue 2012: $442,848Expenses 2012: $243,052Net Income 2012: $199,7962012Revenue 2013: $315,098Expenses 2013: $268,940Net Income 2013: $46,1582013Revenue 2014: $309,465Expenses 2014: $262,213Net Income 2014: $47,2522014Revenue 2015: $276,954Expenses 2015: $279,344Net Income 2015: -$2,3902015Revenue 2016: $342,483Expenses 2016: $306,184Net Income 2016: $36,2992016Revenue 2017: $423,725Expenses 2017: $295,297Net Income 2017: $128,4282017Revenue 2018: $448,302Expenses 2018: $358,246Net Income 2018: $90,0562018Revenue 2019: $463,047Expenses 2019: $411,456Net Income 2019: $51,5912019Revenue 2020: $381,811Expenses 2020: $372,155Net Income 2020: $9,6562020Revenue 2021: $438,249Expenses 2021: $398,857Net Income 2021: $39,3922021Revenue 2022: $625,383Expenses 2022: $519,164Net Income 2022: $106,2192022Revenue 2024: $834,494Expenses 2024: $747,911Net Income 2024: $86,5832024

Highlighted filing

2024

Revenue$834,494
Expenses$747,911
Net Income$86,583
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
$1,768,029
Liabilities
$111,259
Net assets
$1,656,770
Revenue
$834,494
Expenses
$747,911
Net income
$86,583
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.11$1.66$0.83$0.75$0.09
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$0.13$1.29$0.63$0.52$0.11
2021Summary only. Only limited summary data is available for this year.$1.40$0.12$1.27$0.44$0.40$0.04
2020Summary only. Only limited summary data is available for this year.$1.33$0.13$1.19$0.38$0.37$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.14$1.14$0.46$0.41$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.45$0.36$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.42$0.30$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.00$0.86$0.34$0.31$0.04
2015Summary only. Only limited summary data is available for this year.$0.90$0.00$0.90$0.28$0.28$0.00
2014Summary only. Only limited summary data is available for this year.$0.90$0.00$0.90$0.31$0.26$0.05
2013Summary only. Only limited summary data is available for this year.$0.86$0.00$0.85$0.32$0.27$0.05
2012Summary only. Only limited summary data is available for this year.$0.81$0.00$0.81$0.44$0.24$0.20
2011Summary only. Only limited summary data is available for this year.$0.61$0.00$0.61$0.24$0.20$0.04
2010Summary only. Only limited summary data is available for this year.$0.57$0.00$0.57$0.24$0.22$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.2
Gross Receipts
$835,860
Mission and Program Overview

Mission

The mission of southern dharma retreat center (sdrc) is to provide meditation retreats, to make available teachings and practices from buddhist and related traditions, and to serve as a resource for groups, teachers, and practitioners in the southeast.

The mission of Southern Dharma Retreat Center (SDRC) is to provide mediation retreats, provided dharma instruction, and support communites grounded in Buddhist practice traditions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$570,418$749,125▲ $178,707
Investments in Publicly Traded Securities$645,454$280,267▼ $365,187
Cash and Non-Interest-Bearing Accounts$51,427$139,142▲ $87,715
Savings and Temporary Cash Investments$321,526$129,818▼ $191,708
Prepaid Expenses and Deferred Charges-$18,034-
Accounts Receivable$36,350$6,348▼ $30,002
Other Notes and Loans Receivable, Net$6,734$220▼ $6,514
Total Assets$1,635,363$1,768,029▲ $132,666
Other Assets Total$3,454$445,075▲ $441,621
Liabilities
Mortgage Notes Payable Secured by Investment Property$109,202$101,027▼ $8,175
Other Liabilities$10,309--
Accounts Payable and Accrued Expenses$5,908$10,232▲ $4,324
Total Liabilities$125,419$111,259▼ $14,160
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,454,946$1,592,367▲ $137,421
Net Assets With Donor Restrictions$54,998$64,403▲ $9,405
Total Net Assets Fund Balance$1,509,944$1,656,770▲ $146,826
Total Liabilities and Net Assets / Fund Balance$1,635,363$1,768,029▲ $132,666

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$381,318$162,345$543,663
Other Land Buildings$147,681$178,522$326,203
Land$220,126-$220,126
Equipment$0$8,702$8,702
Other Assets Org$445,075--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$408,871$10,404▲ $29,503-$445,075
2023$346,115-▲ $66,159-$408,871
2022$349,813$41,286▼ $42,022-$346,115
2021$320,443-▲ $32,493-$349,813
2020$293,722$29,269--$320,443
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sonia MarcusExecutive DirectorFT$66,167$8,971$75,138

Board Members and Trustees

NameTitle
Nancy WrightChair
Alan YoungBoard Member
Carolyn GrahamBoard Member
Cathy ColeBoard Member
Curtis JordanBoard Member
Ibada WadudBoard Member
Jonathan KingBoard Member
Stephanie SwannBoard Member
Tom NewbyBoard Member
Brian SilvaDeparting Treasurer
Diane LoFaroIncoming Treasurer
Dana PulleySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$487,423
Program Service Revenue
$328,848
Investment Income
$13,889
Other Revenue
$4,334
All Other Contributions
$487,423
Change in Net Assets
$86,583
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$355,786
Salaries, Compensation, and Employee Benefits$247,038
Grants and Similar Amounts Paid$145,087
Total Fundraising Expense$16,020
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$118,566$12,266$5,451$136,283
Grants to Domestic Individuals$117,587--$117,587
Fees for Services Other$96,267$8,071$0$104,338
Current Officers, Directors, Trustees, and Key Employees$65,370$6,762$3,006$75,138
Occupancy$57,246$3,366$2,582$63,194
Office Expenses$10,100$26,149$530$36,779
Grants to Domestic Orgs$27,500--$27,500
Travel$23,321$1,129$643$25,093
Depreciation Depletion$21,753$680$227$22,660
Other Employee Benefits$17,275$1,787$794$19,856
Information Technology$14,899$828$828$16,555
Payroll Taxes$13,712$1,419$630$15,761
Conferences and Meetings$3,297$10,415$722$14,434
Insurance$5,345$2,363$74$7,782
All Other Expenses$6,284$303$303$6,890
Other Expenses$3,922$0$0$3,922
Fees for Services Accounting$0$3,780$0$3,780
Fees for Service Investment Mgmnt Fees$0$3,703$0$3,703
Advertising$0$0$230$230
Total Functional Expenses$646,352$85,539$16,020$747,911
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Southern Dharma Retreat Center
EIN
56-1695711
Phone
8286227112
Address
1661 West Road, Hot Springs, NC 28743

Signing Officer

Name
Diane LoFaro
Title
Treasurer
Phone
8286227112
Signed
2025-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diane LoFaro
Formed
1989
Legal Domicile
Nc
Voting Board Members
12
Independent Board Members
12
Employees
12
Volunteers
18

Preparer

Firm
Corliss & Solomon Pllc
Address
242 CHARLOTTE ST SUITE 1, ASHEVILLE, NC 28801
Preparer
Todd Oldenburg
Phone
8282360206
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Form 990 is Prepared by independent CPA firm utilizing financial information & records maintained by the Director that is reviewed and approved by the Board.”

Pt VI, Line 15A

“Performance and compensations is reviewed by the personnel committee of the Boards. Recommendations for compensation is approved by the entire board.”

Form 990, Part IX, Line 11G

“HR Consulting 6906. 0. 6906. 0.”

Form 990, Part IX, Line 11G

“Payroll Processing Fees 1165. 0. 1165. 0.”

Form 990, Part IX, Line 11G

“Retreat Facilitators/ Instructors 96267. 96267. 0. 0.”

Raw XML AppendixShowing 400 of 569 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/PersonNm5Curtis Jordan
IRS990/Form990PartVIISectionAGrp/PersonNm6Tom Newby
IRS990/Form990PartVIISectionAGrp/PersonNm7Brian Silva
IRS990/Form990PartVIISectionAGrp/PersonNm8Stephanie Swann
IRS990/Form990PartVIISectionAGrp/PersonNm9Ibada Wadud
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IRS990/Form990PartVIISectionAGrp/PersonNm11Alan Young
IRS990/Form990PartVIISectionAGrp/PersonNm12Jonathan King
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IRS990/MissionDesc0The mission of Southern Dharma Retreat Center (SDRC) is to provide mediation retreats, provide dharma instruction, and support communites grounded in Buddhist practice traditions.
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IRS990/ProgSrvcAccomActy2Grp/Desc0For over forty years, Southern Dharma Retreat Center has been offering meditation retreats and Dharma teachings in a variety of Buddhist traditions. However, in the aftermath of Hurricane Helene, which passed through Western North Carolina on September 26, 2024, the staff and leadership of Southern Dharma Retreat Center redirected their efforts to raise funds and provide direct support to people and communities that were impacted by the storm. Friends of Southern Dharma contributed over $180,000 to support Southern Dharmas hurricane relief efforts. Southern Dharma used these funds to create small-scale distribution centers to purchase and distribute food, water and other supplies to local communities and to provide direct financial support to local charities and mutual aid organizations.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part III, Line 12 Description: Other Income 2021: 1561. 2022: 960. 2023: 1783. 2024: 1260.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt III Ln 12
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