The Mountain Retreat & Learning Center Inc

EIN: 581396972 501(c)(3) Philanthropy & Grantmaking

Highlands, NC

Total Revenue
$2,710,621
Total Expenses
$1,260,556
Total Assets
$3,746,152
Net Assets
$3,632,147
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1979
Legal Domicile
NC
Principal Officer
Kerry Keys
Phone
8285265838
Tax Period
2023-01-01 to 2023-12-31

The Mountain Retreat & Learning Center Inc, founded in 1979, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.7M in total revenue in fiscal year 2023. Revenue surged 107% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.5M, a strong 53% operating margin.

Mission

The Mountain enriches lives, fosters an appreciation of the natural world, honors the interconnectedness of all things, and inspires people to build inclusive, meaningful, sustainable communities throughout their lives. The Mountain is an exemplary retreat, camp and learning center that celebrates Unitarian Universalist principles, inspires people of all ages, transforms lives, and builds a more compassionate world.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,781,210
Program Service Revenue $879,587
Investment Income $31,301
Other Revenue $18,523
TOTAL REVENUE $2,710,621

Expense Breakdown

Grants Paid $20,177
Salaries & Benefits $508,333
Fundraising Expenses $88,173
Program Expenses $936,792
Other Expenses $732,046
TOTAL EXPENSES $1,260,556

Year-over-Year Comparison

2023 2022 Change
Revenue $2,710,621 $1,309,272 +1.1%
Expenses $1,260,556 $1,236,560 +0.0%
Net Income $1,450,065 $72,712 +18.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
14
Independent Members
14
Employees
47
Volunteers
77

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$144,951
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Anna Martin Board Chair 4.00
Officer Director
$0 $0 $0
Rachel Kinback Board Member 2.00
Director
$0 $0 $0
Rev Maggie Lovins Board Member 2.00
Director
$0 $0 $0
Marlene Trader Board Member 2.00
Director
$0 $0 $0
Steven Reines Board Member 2.00
Director
$0 $0 $0
Joy Irwin Board Member 2.00
Director
$0 $0 $0
KC Boyce Board Member 2.00
Director
$0 $0 $0
Megan Quattlebaum Board Member 2.00
Director
$0 $0 $0
DeAnn Peterson Board Member 2.00
Director
$0 $0 $0
Lee Reading Board Member 2.00
Director
$0 $0 $0
Scott May Board Member 2.00
Director
$0 $0 $0
Jason Cobb Board Member 2.00
Director
$0 $0 $0
Victoria Stephens Board Member 2.00
Director
$0 $0 $0
Camille Cassingham Board Member 2.00
Director
$0 $0 $0
Stephanie Anderson Executive Director-2023 40.00
Officer
$74,999 $2,250 $77,249
Beverly J Cree Advancement Director 40.00
Officer
$49,231 $1,477 $50,708
Robin Canady Finance Director 30.00
Officer
$16,340 $654 $16,994
Kerry Keys Executive Director-2024 40.00
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $2,710,621 $1,260,556 $3,746,152 $1,450,065
2022 $1,309,272 $1,236,560 $2,964,170 $72,712
2021 $1,367,910 $944,680 $2,199,615 $423,230
2020 $818,683 $704,988 $1,740,549 $113,695
2019 $1,194,543 $1,107,163 $1,662,521 $87,380
2018 $1,112,424 $1,090,261 $1,583,950 $22,163
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