Civic Intelligence

Mountain Endowment Fund

990 • Fiscal year 2022 • EIN 56-2190319

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

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

(828) 526-4594

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.

2022 filings • NTEE T • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

69th percentile

0.00x

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

2022 filings • NTEE T • $500k-$1M nonprofits • Source year 2022

Net Margin

84th percentile

76%

Higher net margin than 84% of similar nonprofits.

2022 filings • NTEE T • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2022 filings • NTEE T • $500k-$1M nonprofits • Source year 2022

Asset Growth

51st percentile

-3.0%

Faster asset growth than 51% of similar nonprofits.

2022 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

51st percentile

-11%

Faster revenue growth than 51% of similar nonprofits.

2022 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$605,242

Down $18,654 (-3.0%) from 2021

Net Assets

Down

$605,242

Down $18,654 (-3.0%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin84th percentile

Revenue

Down

$102,429

Down $12,842 (-11%) from 2021

Expenses

Up

$25,039

Up $11,224 (+81%) from 2021

Net Income

Down

$77,390

Down $24,066 (-24%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2022

Assets$605,242
Liabilities$0
Net Assets$605,242
Open 2022 Filing

Operations Trend

Revenue Growth51st 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

2022

Revenue$102,429
Expenses$25,039
Net Income$77,390
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$102,429
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$588,892$574,648▼ $14,244
Cash and Non-Interest-Bearing Accounts$35,004$30,594▼ $4,410
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$623,896$605,242▼ $18,654
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$623,896$605,242▼ $18,654
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$623,896$605,242▼ $18,654
Total Liabilities and Net Assets / Fund Balance$623,896$605,242▼ $18,654
Compensation and Service Providers
Top Officer Pay80th percentile

Board Members and Trustees

NameTitle
Linda SternerPresident Trustee
Lem ArnoldVice President Trustee
Erin ThompsonSecretary Trustee
Robert MarcyTreasurer Trustee
Deborah HoldenTrustee
Joy IrwinTrustee
Kim BreivogelTrustee
Kristi MillerTrustee
Lois LeeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$102,415
Program Service Revenue
$0
Investment Income
$14
Other Revenue
$0
All Other Contributions
$102,415
Change in Net Assets
$77,390
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$24,956
Other Expenses$83
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$24,956--$24,956
Total Functional Expenses$25,039$0$0$25,039
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Mountain Retreat and Learning CenterHighlands, NC501(c)(3)Grant to supported organization$24,956
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 Line 11

“| Explanation:| Treasurer completed Form 990 against books and records.”

Part VIII Line 3

“| Explanation:| Investment Income - Mountain Endowment Fund invests in Unitarian Universalist Common Endowment Fund UUCEF which no longer provides reporting on undistributed investment income. All unrealized activity is rolled back into the fund thus driving the year-over-year reporting change. The amount included on this line is bank interest”

Filing and Contact Details

Filer

Filer Name
Mountain Endowment Fund
EIN
56-2190319
In Care Of
% Robert B Marcy
Phone
8285264594
Address
PO BOX 1299, HIGHLANDS, NC 28741-1299

Signing Officer

Name
Robert Marcy
Title
Treasurer Trustee
Signed
2023-11-15

Organization Details

Formed
2001
Legal Domicile
Nc
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9
Supplemental Narrative

Additional Explanations

Part I Line 10

“| Explanation:| Mountain Endowment Fund invests in Unitarian Universalist Common Endowment Fund UUCEF which no longer provides reporting on undistributed investment income. All unrealized activity is rolled back into the fund thus driving the year-over-year reporting change.”

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IRS990/LessRentalExpensesGrp/RealAmt00
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IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt00
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/MiscellaneousRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/MissionDesc0To support the long-term stability of The Mountain Retreat and Learning Center and to enhance its mission programs and activities
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
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IRS990/NetAssetsOrFundBalancesEOYAmt0605242
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IRS990/NetIncomeFromGamingGrp/ExclusionAmt00
IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/NetIncomeOrLossGrp/ExclusionAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-96044
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0623896
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0605242
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherExpensesGrp/ProgramServicesAmt10
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IRS990/OtherExpensesGrp/ProgramServicesAmt30
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt10
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt20
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IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
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IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
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IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
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IRS990/PayrollTaxesGrp/FundraisingAmt00
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IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
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IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Robert B Marcy

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$605,242
Liabilities
$0
Net assets
$605,242
Revenue
$102,429
Expenses
$25,039
Net income
$77,390
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
2022Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • $500k-$1M nonprofits