Civic Intelligence

Retreat Properties Inc

EIN 87-2733574 • 501(c)2 • Fort McCoy, FL

Profile

To take and hold title to real or personal property other than cash and securities heretofore owned by 501(c)(3) entity Amrit Yoga Foundation, Inc.

12380 NE 238th AvenueFort McCoy, FL 32134

n/A

Siviq Scores

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

Liabilities / Assets

90th percentile

1.00x

Higher debt load relative to assets than 90% of similar nonprofits.

501(c)2 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

95th percentile

7.43x

Higher debt load relative to revenue than 95% of similar nonprofits.

501(c)2 • <$500k nonprofits • Source year 2024

Net Margin

34th percentile

-15%

Higher net margin than 34% of similar nonprofits.

501(c)2 • <$500k nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

35th percentile

-13%

Faster asset growth than 35% of similar nonprofits.

501(c)2 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

15th percentile

-81%

Faster revenue growth than 15% of similar nonprofits.

501(c)2 • <$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$286,570

Down $5,679 (-1.9%) from 2023

Liabilities

Down

$286,570

Down $5,679 (-1.9%) from 2023

Net Assets

Flat

$0

Flat from 2023

Operations
Liabilities / Revenue95th percentileNet Margin34th percentile

Revenue

Down

$38,574

Down $5,580 (-13%) from 2023

Expenses

Down

$44,253

Down $7,093 (-14%) from 2023

Net Income

Up

-$5,679

Up $1,513 (+21%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

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

$400K$300K$200K$100K$0Assets 2022: $379,624Liabilities 2022: $379,624Net Assets 2022: $02022Assets 2023: $292,249Liabilities 2023: $292,249Net Assets 2023: $02023Assets 2024: $286,570Liabilities 2024: $286,570Net Assets 2024: $02024

Highlighted filing

2024

Assets$286,570
Liabilities$286,570
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth15th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2022: $1,116,294Expenses 2022: $736,670Net Income 2022: $379,6242022Revenue 2023: $44,154Expenses 2023: $51,346Net Income 2023: -$7,1922023Revenue 2024: $38,574Expenses 2024: $44,253Net Income 2024: -$5,6792024

Highlighted filing

2024

Revenue$38,574
Expenses$44,253
Net Income-$5,679
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$286,570
Liabilities
$286,570
Net assets
$0
Revenue
$38,574
Expenses
$44,253
Net income
-$5,679
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.00$0.04$0.04$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.00$0.04$0.05$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.38$0.38$0.00$1.12$0.74$0.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 16, 2025
Return Version
2024v5.2
Gross Receipts
$38,574
Mission and Program Overview

Mission

To take and hold title to real or personal property other than cash and securities heretofore owned by 501(c)(3) entity Amrit Yoga Foundation, Inc.

Program Services

DescriptionGrantsExpenses
To take and hold title to real or personal property other than cash and securities heretofore owned by 501(c)(3) entity Amrit Yoga Foundation, Inc.--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Malay DesaiPresident-$0--
Debra BlishTreasurer-$0--
Scott ArenaSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Retreat Properties Inc
EIN
87-2733574
Phone
3526852855
Address
12380 NE 238th Avenue, Fort McCoy, FL 32134

Signing Officer

Name
Scott Arena
Title
Secretary
Signed
2025-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Dollars & Sense
Address
222 South St Ste 103, Pittsfield, MA 01201
Preparer
James R Rose EA
Phone
4134489015
Supplemental Narrative

Additional Explanations

Payments to Affiliates.1

“Name: Amrit Yoga Foundation, Inc. | Address: 23855 NE Hwy 314 Salt Springs, FL 34479 | Purpose of payment: 501(c)(2) requirement | Amount: $20000”

Total Liabilities.1

“501(c)(2) requirements - Beginning $292249 501(c)(2) requirements - Ending $286570”

Raw XML Appendix103 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Malay Desai
IRS990EZ/BooksInCareOfDetail/PhoneNum03526852855
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt012380 NE 238th Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Fort McCoy
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd032134
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05725
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07084
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5679
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0292249
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0286570
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt020000
IRS990EZ/GrossReceiptsAmt038574
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt038574
IRS990EZ/LandAndBuildingsGrp/BOYAmt0286524
IRS990EZ/LandAndBuildingsGrp/EOYAmt0279486
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OccupancyRentUtltsAndMaintAmt024253
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Malay Desai
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Debra Blish
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Scott Arena
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt05679
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To take and hold title to real or personal property other than cash and securities heretofore owned by 501(c)(3) entity Amrit Yoga Foundation, Inc.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To take and hold title to real or personal property other than cash and securities heretofore owned by 501(c)(3) entity Amrit Yoga Foundation, Inc.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0292249
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0286570
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt044253
IRS990EZ/TotalRevenueAmt038574
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Name: Amrit Yoga Foundation, Inc. | Address: 23855 NE Hwy 314 Salt Springs, FL 34479 | Purpose of payment: 501(c)(2) requirement | Amount: $20000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1501(c)(2) requirements - Beginning $292249 501(c)(2) requirements - Ending $286570
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Payments to Affiliates.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Total Liabilities.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Scott Arena
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Retreat Properties Inc
ReturnHeader/Filer/BusinessNameControlTxt0RETR
ReturnHeader/Filer/EIN0872733574
ReturnHeader/Filer/PhoneNum03526852855
ReturnHeader/Filer/USAddress/AddressLine1Txt012380 NE 238th Avenue
ReturnHeader/Filer/USAddress/CityNm0Fort McCoy
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032134
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043432131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Dollars & Sense
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0222 South St Ste 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Pittsfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001201
ReturnHeader/PreparerPersonGrp/PhoneNum04134489015
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James R Rose EA
ReturnHeader/ReturnTs02025-11-16T07:12:35-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.