Marble Retreat FY2020 filing

Tax-deductible

Marble, CO501(c)(3)EIN 84-6110679Revenue $387K in FY2020

On file with the IRSmarbleretreat.org181 Bannock Burn, 81623-9338 · Marble, COTax-exempt since Dec 1974Publicly supported charity — 170(b)(1)(A)(vi)

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The advancement of religion by training ministers and laity of the christian faith of all denominations in the principles of good mental health.

501(c)(3) charity; gifts are tax-deductible.
81¢ of each $1 spent went to programs.
$106K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $48K a year · 8% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
81%
of spending
Looks good: 81% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$106K
to officers and key staff · 28% of spending
Worth a look: pay to officers and key staff is 28% of spending; over 20%.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 1.9 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $40K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$49K
18% of total assets
Looks good: liabilities are 18% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$387K
Spent
$386K
To programs
81%
Net assets
$232K
By yearFY2020–FY2025
Revenue
$387K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$387K
FY2021$514K
FY2022$764K
FY2023$544K
FY2024$761K
FY2025$622K
Expenses
$386K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$386K
FY2021$410K
FY2022$516K
FY2023$589K
FY2024$638K
FY2025$768K
Net assets
$232K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$232K
FY2021$340K
FY2022$634K
FY2023$604K
FY2024$741K
FY2025$599K

From the FY2020 Form 990 (year ending September 2020) · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1974.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

81 cents of each dollar spent went to programs.

Program services 81% · $312K Management & general 12% · $47K Fundraising 7% · $27K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

11 people listed on the 990; $106K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Clinical Dir
$54,731Pt VII · Sec A
Executive Di
$51,500Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Vice Preside
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Kari Mackenzie$60,000$30,000——$51,500$51,500
Michael Mackenzie——$50,000$33,434$25,185$54,731

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Trains Christian ministers and laity in good mental health principles.

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Provided by the organization

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1 program · $312K · in their own filed words · FY2019
01

For over 45 years, marble retreat has been the place to go when christian leaders need help. Over 4,000 leaders have been served, helping them to be more healthy spiritually, emotionally, and relationally. This has had an immeasurable impact on the kingdom.

$312Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 3 funders$40K
See all 3 funders →
Grants paid · 6 grants · $412K · 2019–2024
Unitemized GrantFY2024$114,965
Unitemized GrantFY2023$96,005
Unitemized GrantFY2022$77,248
Unitemized GrantFY2021$53,800
Unitemized GrantFY2020$38,580
Unitemized GrantFY2019$30,962

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$387K
Ln 12
Gifts and grantsLn 1h$219K
Fees for servicesLn 2g$166K
Investment incomeLn 3$2K
Money outPt IX
$386K
Ln 25
Programscol B$312K
Managementcol C$47K
Fundraisingcol D$27K
Owns and owesPt X
$232K
net assets · Ln 32
Cash and savingsLn 1–2$62K
Total assetsLn 16$281K
LiabilitiesLn 26$49K
PeoplePt VI, VII
11
listed · VII A
PaidVII A2
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$219K
Noncash giftsLn 1g$4K
Fees for servicesLn 2g$166K
Investment incomeLn 3$2K
Total revenueLn 12$387K
Assets in detailPt X, end of year
CashLn 1$62K
Cash and savings togetherLn 1–2$62K
InvestmentsLn 11–13$164K
Land, buildings, equipmentLn 10c$51K
Total assetsLn 16$281K
LiabilitiesLn 26$49K
Net assetsLn 32$232K
OperationsPt I, VI
EmployeesI 54
VolunteersI 639
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$35K$62K
InvestmentsLn 11–13$142K$164K
Land, buildings, equipmentLn 10c$56K$51K
Total assetsLn 16$240K$281K
LiabilitiesLn 26$12K$49K
Net assetsLn 32$229K$232K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$31K$31K
Pay of current officers, directors and key staffLn 5$128K$100K$18K$10K
Other salaries and wagesLn 7$58K$45K$8K$5K
Pension plan contributionsLn 8$1K$889$161$90
Other employee benefitsLn 9$11K$8K$1K$852
Payroll taxesLn 10$10K$8K$1K$798
Accounting feesLn 11c$7K$7K
Investment management feesLn 11f$175$175
Other fees for servicesLn 11g$5K$5K
Advertising and promotionLn 12$12K$7K$5K
Office expensesLn 13$19K$12K$4K$3K
Information technologyLn 14$515$103$386$26
OccupancyLn 16$69K$69K
TravelLn 17$4K$3K$449$1K
Conferences, conventions and meetingsLn 19$9K$4K$5K$500
Depreciation, depletion and amortizationLn 22$7K$6K$993$568
InsuranceLn 23$4K$3K$591$338
Other expenses (24a–d)Ln 24$11K$11K
Total functional expensesLn 25$386K$312K$47K$27K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $622K$768K−$145K$599K 990 PDF
FY2024 $761K$638K$123K$741K 990 PDF
FY2023 $544K$589K−$44K$604K 990 PDF
FY2022 $764K$516K$248K$634K 990 PDF
FY2021 $514K$410K$105K$340K 990 PDF
FY2020 Viewing $387K$386K$1K$232K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $387,213 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $148,304$219,309
I-9 Program service revenuePrior year $235,955$165,645
I-10 Investment incomePrior year $2,278$2,259
I-11 Other revenue$0
I-12 Total revenuePrior year $386,537$387,213
I-13 Grants and similar amounts paidPrior year $43,385$30,962
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $204,596$207,916
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $146,752$146,973
I-18 Total expensesPrior year $394,733$385,851
I-19 Revenue less expensesPrior year −$8,196$1,362
Part VI · Governance 9 of 9 board members independent, 1 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $387,213 across 6 lines filed
VIII-1f All other contributions, gifts and grants$219,309
VIII-1g Noncash contributions (included above)$3,932
VIII-1h Total contributions, gifts and grants$219,309
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $165,645$165,645
VIII-3 Investment incomeExcluded from tax $2,259$2,259
VIII-12 Total revenueRelated to mission $165,645 · Excluded from tax $2,259$387,213
Part IX · Statement of functional expenses $385,851 across 18 lines filed
IX-2 Grants to domestic individualsPrograms $30,962$30,962
IX-5 Pay of current officers, directors and key staffPrograms $99,869 · Management $17,925 · Fundraising $10,244$128,038
IX-7 Other salaries and wagesPrograms $45,326 · Management $8,135 · Fundraising $4,649$58,110
IX-8 Pension plan contributionsPrograms $889 · Management $161 · Fundraising $90$1,140
IX-9 Other employee benefitsPrograms $8,308 · Management $1,490 · Fundraising $852$10,650
IX-10 Payroll taxesPrograms $7,783 · Management $1,397 · Fundraising $798$9,978
IX-11c Accounting feesManagement $6,770$6,770
IX-11f Investment management feesManagement $175$175
IX-11g Other fees for servicesPrograms $4,558$4,558
IX-12 Advertising and promotionPrograms $6,952 · Fundraising $4,582$11,534
IX-13 Office expensesPrograms $11,845 · Management $3,782 · Fundraising $2,884$18,511
IX-14 Information technologyPrograms $103 · Management $386 · Fundraising $26$515
IX-16 OccupancyPrograms $69,286$69,286
IX-17 TravelPrograms $2,962 · Management $449 · Fundraising $1,083$4,494
IX-19 Conferences, conventions and meetingsPrograms $4,000 · Management $4,804 · Fundraising $500$9,304
IX-22 Depreciation, depletion and amortizationPrograms $5,533 · Management $993 · Fundraising $568$7,094
IX-23 InsurancePrograms $3,295 · Management $591 · Fundraising $338$4,224
IX-24 Other expenses (24a–d)Programs $10,508$10,508
IX-25 Total functional expensesPrograms $312,179 · Management $47,058 · Fundraising $26,614$385,851
Part X · Balance sheet $280,816 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $35,191$62,294
X-4 Accounts receivableStart of year $5,837$3,095
X-9 Prepaid expenses and deferred chargesStart of year $1,280$418
X-10c Land, buildings and equipment, netStart of year $56,431$51,213
X-11 Publicly traded securitiesStart of year $141,520$163,796
X-16 Total assetsStart of year $240,259$280,816
X-17 Accounts payable and accrued expensesStart of year $6,089$6,689
X-24 Unsecured notes and loans payable$42,500
X-26 Total liabilitiesStart of year $11,689$49,189
X-27 Net assets without donor restrictionsStart of year $119,905$118,384
X-28 Net assets with donor restrictionsStart of year $108,665$113,243
X-32 Total net assets or fund balancesStart of year $228,570$231,627
X-33 Total liabilities and net assetsStart of year $240,259$280,816
Part XI · Reconciliation of net assets $231,627 net assets at year end
XI-1 Total revenue$387,213
XI-2 Total expenses$385,851
XI-3 Revenue less expenses$1,362
XI-4 Net assets at start of year$228,570
XI-5 Net unrealized gains (losses) on investments$1,695
XI-10 Net assets at end of year$231,627

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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