Civic Intelligence

Mountain Endowment Fund

990 • Fiscal year 2021 • EIN 56-2190319

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 12, 2023

Organization Profilewww.themountainrlc.org
PO Box 1299Highlands, NC 28741-1299

(704) 564-8361

Siviq Scores

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

Liabilities / Assets

69th percentile

0.00x

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

2021 filings • NTEE T • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

69th percentile

0.00x

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

2021 filings • NTEE T • $500k-$1M nonprofits • Source year 2021

Net Margin

91st percentile

88%

Higher net margin than 91% of similar nonprofits.

2021 filings • NTEE T • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2021 filings • NTEE T • $500k-$1M nonprofits • Source year 2021

Asset Growth

83rd percentile

28%

Faster asset growth than 83% of similar nonprofits.

2021 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

37th percentile

2.3%

Faster revenue growth than 37% of similar nonprofits.

2021 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$623,896

Up $137,248 (+28%) from 2020

Net Assets

$623,896

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin91st percentile

Revenue

Up

$115,271

Up $2,589 (+2.3%) from 2020

Expenses

Down

$13,815

Down $2,041 (-13%) from 2020

Net Income

Up

$101,456

Up $4,630 (+4.8%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$800K$600K$400K$200K$0Assets 2011: $32,777Liabilities 2011: $02011Assets 2013: $36,998Liabilities 2013: $02013Assets 2015: $56,103Liabilities 2015: $02015Assets 2016: $113,537Liabilities 2016: $02016Assets 2017: $186,022Liabilities 2017: $02017Assets 2018: $242,967Liabilities 2018: $02018Assets 2019: $389,822Liabilities 2019: $02019Assets 2020: $486,648Liabilities 2020: $02020Assets 2021: $623,896Liabilities 2021: $0Net Assets 2021: $623,8962021Assets 2022: $605,242Liabilities 2022: $0Net Assets 2022: $605,2422022Assets 2023: $708,030Liabilities 2023: $0Net Assets 2023: $708,0302023Assets 2024: $787,647Liabilities 2024: $0Net Assets 2024: $787,6472024

Highlighted filing

2021

Assets$623,896
Liabilities$0
Net Assets$623,896
Open 2021 Filing

Operations Trend

Revenue Growth37th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0Revenue 2011: $32,498Expenses 2011: $17Net Income 2011: $32,4812011Revenue 2013: $2,587Expenses 2013: $1,510Net Income 2013: $1,0772013Revenue 2015: $27,412Expenses 2015: $1,226Net Income 2015: $26,1862015Revenue 2016: $48,116Expenses 2016: $2,406Net Income 2016: $45,7102016Revenue 2017: $101,994Expenses 2017: $4,266Net Income 2017: $97,7282017Revenue 2018: $66,250Expenses 2018: $5,871Net Income 2018: $60,3792018Revenue 2019: $157,946Expenses 2019: $11,091Net Income 2019: $146,8552019Revenue 2020: $112,682Expenses 2020: $15,856Net Income 2020: $96,8262020Revenue 2021: $115,271Expenses 2021: $13,815Net Income 2021: $101,4562021Revenue 2022: $102,429Expenses 2022: $25,039Net Income 2022: $77,3902022Revenue 2023: $52,721Expenses 2023: $24,612Net Income 2023: $28,1092023Revenue 2024: $47,995Expenses 2024: $28,523Net Income 2024: $19,4722024

Highlighted filing

2021

Revenue$115,271
Expenses$13,815
Net Income$101,456
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 12, 2023
Return Version
2021v4.0
Gross Receipts
$115,271
Mission and Program Overview

Mission

To support the long-term stability of The Mountain Retreat and Learning Center and to enhance its mission programs and activities

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$480,057$588,892▲ $108,835
Cash and Non-Interest-Bearing Accounts$6,591$35,004▲ $28,413
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$486,648$623,896▲ $137,248
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$486,648$623,896▲ $137,248
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$486,648$623,896▲ $137,248
Total Liabilities and Net Assets / Fund Balance$486,648$623,896▲ $137,248
Compensation and Service Providers
Top Officer Pay79th percentile

Board Members and Trustees

NameTitle
Linda SternerPresident
Anna MartinTrustee
Erin ThompsonTrustee
Lem ArnoldTrustee
Lois LeeTrustee
Deborah HoldenSecretary
Robert MarcyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$110,622
Program Service Revenue
$0
Investment Income
$4,649
Other Revenue
$0
All Other Contributions
$110,622
Change in Net Assets
$101,456
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$13,784
Other Expenses$31
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$13,784--$13,784
Other Expenses$31$0$0$31
Total Functional Expenses$13,815$0$0$13,815
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Mountain Retreat & Learning CenHighlands, NC501(c)(3)Grant to the supported organization$13,784
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Section B, Line 11B

“Treasurer completes and reviews the submission against books and records.”

Part VI, Section C, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Mountain Endowment Fund
EIN
56-2190319
In Care Of
% Robert B Marcy
Address
PO BOX 1299, HIGHLANDS, NC 28741-1299

Signing Officer

Name
Robert Marcy
Title
Treasurer Trustee
Signed
2023-11-12
Discuss with paid preparer
No

Organization Details

Formed
2001
Legal Domicile
Nc
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10
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IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt0-5224
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0-4281
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0-4281
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt013784
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt013784
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0-3639
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt013784
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt013784
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt013784
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt013784
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt013784
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt013784
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt013784
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt0568332
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt0399826
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt014332
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt011061
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt0554000
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt0388765
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt08525
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt05997
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt0559807
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt0393829
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt019593
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt013784
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt0568332
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt0399826
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt019593
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt013784
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0561396972
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt013784
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0The Mountain Retreat and Learning Center
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt013784
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
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt013784
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Grant to the supported organization
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0The Mountain Retreat & Learning Cen
IRS990ScheduleI/RecipientTable/RecipientEIN0561396972
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03872 Dillard Road
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Highlands
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd028741
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Use of grant funds is decided through collaboration with supported organization. Director of the supported organizaiton reports to the Mountain Endowment Fund Board on the use of funds

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$623,896
Liabilities
$0
Net assets
$623,896
Revenue
$115,271
Expenses
$13,815
Net income
$101,456
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.88$0.00$7.88$0.48$0.29$0.19
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.08$0.00$7.08$0.53$0.25$0.28
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.05$0.00$6.05$1.02$0.25$0.77
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.24$0.00$6.24$1.15$0.14$1.01
2020Summary only. Only limited summary data is available for this year.$4.87$0.00$1.13$0.16$0.97
2019Summary only. Only limited summary data is available for this year.$3.90$0.00$1.58$0.11$1.47
2018Summary only. Only limited summary data is available for this year.$2.43$0.00$0.66$0.06$0.60
2017Summary only. Only limited summary data is available for this year.$1.86$0.00$1.02$0.04$0.98
2016Summary only. Only limited summary data is available for this year.$1.14$0.00$0.48$0.02$0.46
2015Summary only. Only limited summary data is available for this year.$0.56$0.00$0.27$0.01$0.26
2013Summary only. Only limited summary data is available for this year.$0.37$0.00$0.03$0.02$0.01
2011Summary only. Only limited summary data is available for this year.$0.33$0.00$0.32$0.00$0.32