Marble Retreat FY2021 filing

Tax-deductible

Marble, CO501(c)(3)EIN 84-6110679Revenue $514K in FY2021

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

This page gets seen. Tell your story. Claim this org.

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.
$77K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · 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
$77K
to officers and key staff · 19% of spending
Fine: pay to officers and key staff is 19% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Worth a look: 0.9 months of spending in cash; under 1.
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
$51K
13% of total assets
Looks good: liabilities are 13% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$514K
+33% vs prior year
Spent
$410K
To programs
81%
Net assets
$340K
By yearFY2020–FY2025
Revenue
$514K
FY2021▲ +33%
Tap a bar for its year
Revenue by fiscal year
FY2020$387K
FY2021$514K
FY2022$764K
FY2023$544K
FY2024$761K
FY2025$622K
Expenses
$410K
FY2021▲ +6%
Tap a bar for its year
Expenses by fiscal year
FY2020$386K
FY2021$410K
FY2022$516K
FY2023$589K
FY2024$638K
FY2025$768K
Net assets
$340K
FY2021▲ +47%
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 FY2021 Form 990 (year ending September 2021) · see the original

Give Claim
You’re viewing the FY2021 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% · $333K Management & general 13% · $51K Fundraising 6% · $25K

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

Something off? The org can add a note here. Claim this org to fix it.

Who runs it and what they're paid

13 people listed on the 990; $77K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Exec Dir (pr
$51,500Pt VII · Sec A
Executive Di
$25,185Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Vice Preside
$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.

See Marble Retreat executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Claim this org to fix it.

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.

Questions for Marble Retreat

Tap to ask. Marble Retreat sees how many people are interested.

Your first name shows with your question. Marble Retreat answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

1 program · $333K · in their own filed words · FY2020
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.

$333Kprogram 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 FY2021 990, line by line.

1The main four
Money inPt VIII
$514K
Ln 12
Gifts and grantsLn 1h$266K
Fees for servicesLn 2g$247K
Investment incomeLn 3$1K
Money outPt IX
$410K
Ln 25
Programscol B$333K
Managementcol C$51K
Fundraisingcol D$25K
Owns and owesPt X
$340K
net assets · Ln 32
Cash and savingsLn 1–2$29K
Total assetsLn 16$391K
LiabilitiesLn 26$51K
PeoplePt VI, VII
13
listed · VII A
PaidVII A2
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$266K
Government grantsLn 1e$42K
Noncash giftsLn 1g$37K
Fees for servicesLn 2g$247K
Investment incomeLn 3$1K
Total revenueLn 12$514K
Assets in detailPt X, end of year
CashLn 1$29K
Cash and savings togetherLn 1–2$29K
InvestmentsLn 11–13$297K
Land, buildings, equipmentLn 10c$60K
Total assetsLn 16$391K
LiabilitiesLn 26$51K
Net assetsLn 32$340K
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 FY21End FY21
Cash and savingsLn 1–2$62K$29K
InvestmentsLn 11–13$164K$297K
Land, buildings, equipmentLn 10c$51K$60K
Total assetsLn 16$281K$391K
LiabilitiesLn 26$49K$51K
Net assetsLn 32$232K$340K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$39K$39K
Pay of current officers, directors and key staffLn 5$121K$94K$17K$10K
Other salaries and wagesLn 7$56K$44K$8K$5K
Pension plan contributionsLn 8$1K$889$161$90
Other employee benefitsLn 9$16K$12K$2K$1K
Payroll taxesLn 10$9K$7K$1K$718
Accounting feesLn 11c$5K$5K
Investment management feesLn 11f$175$175
Other fees for servicesLn 11g$19K$19K
Advertising and promotionLn 12$10K$5K$4K
Office expensesLn 13$20K$11K$6K$3K
Information technologyLn 14$1K$217$816$54
OccupancyLn 16$69K$69K
TravelLn 17$5K$4K$533$724
Conferences, conventions and meetingsLn 19$10K$2K$8K
Depreciation, depletion and amortizationLn 22$9K$7K$1K$683
InsuranceLn 23$5K$4K$679$388
Other expenses (24a–d)Ln 24$15K$15K
Total functional expensesLn 25$410K$333K$51K$25K

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 Viewing $514K$410K$105K$340K 990 PDF
FY2020 $387K$386K$1K$232K 990 PDF

Want to add your own materials alongside these filings? Claim this org

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 FY2021 990 (6 parts)
Part I · Summary $514,172 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $219,309$266,413
I-9 Program service revenuePrior year $165,645$246,720
I-10 Investment incomePrior year $2,259$1,039
I-11 Other revenue$0
I-12 Total revenuePrior year $387,213$514,172
I-13 Grants and similar amounts paidPrior year $30,962$38,580
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $207,916$202,871
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $146,973$168,180
I-18 Total expensesPrior year $385,851$409,631
I-19 Revenue less expensesPrior year $1,362$104,541
Part VI · Governance 10 of 10 board members independent, 1 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
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 $514,172 across 7 lines filed
VIII-1e Government grants$42,500
VIII-1f All other contributions, gifts and grants$223,913
VIII-1g Noncash contributions (included above)$37,168
VIII-1h Total contributions, gifts and grants$266,413
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $246,720$246,720
VIII-3 Investment incomeExcluded from tax $1,039$1,039
VIII-12 Total revenueRelated to mission $246,720 · Excluded from tax $1,039$514,172
Part IX · Statement of functional expenses $409,631 across 18 lines filed
IX-2 Grants to domestic individualsPrograms $38,580$38,580
IX-5 Pay of current officers, directors and key staffPrograms $94,054 · Management $16,880 · Fundraising $9,647$120,581
IX-7 Other salaries and wagesPrograms $43,963 · Management $7,891 · Fundraising $4,509$56,363
IX-8 Pension plan contributionsPrograms $889 · Management $161 · Fundraising $90$1,140
IX-9 Other employee benefitsPrograms $12,337 · Management $2,213 · Fundraising $1,266$15,816
IX-10 Payroll taxesPrograms $6,997 · Management $1,256 · Fundraising $718$8,971
IX-11c Accounting feesManagement $5,190$5,190
IX-11f Investment management feesManagement $175$175
IX-11g Other fees for servicesPrograms $19,070$19,070
IX-12 Advertising and promotionPrograms $5,481 · Fundraising $4,142$9,623
IX-13 Office expensesPrograms $11,271 · Management $5,984 · Fundraising $3,121$20,376
IX-14 Information technologyPrograms $217 · Management $816 · Fundraising $54$1,087
IX-16 OccupancyPrograms $68,699$68,699
IX-17 TravelPrograms $4,073 · Management $533 · Fundraising $724$5,330
IX-19 Conferences, conventions and meetingsPrograms $1,776 · Management $8,277$10,053
IX-22 Depreciation, depletion and amortizationPrograms $6,659 · Management $1,195 · Fundraising $683$8,537
IX-23 InsurancePrograms $3,783 · Management $679 · Fundraising $388$4,850
IX-24 Other expenses (24a–d)Programs $15,190$15,190
IX-25 Total functional expensesPrograms $333,039 · Management $51,250 · Fundraising $25,342$409,631
Part X · Balance sheet $391,058 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $62,294$29,201
X-4 Accounts receivableStart of year $3,095$4,580
X-9 Prepaid expenses and deferred chargesStart of year $418$418
X-10c Land, buildings and equipment, netStart of year $51,213$59,706
X-11 Publicly traded securitiesStart of year $163,796$297,153
X-16 Total assetsStart of year $280,816$391,058
X-17 Accounts payable and accrued expensesStart of year $6,689$7,759
X-24 Unsecured notes and loans payableStart of year $42,500$43,096
X-26 Total liabilitiesStart of year $49,189$50,855
X-27 Net assets without donor restrictionsStart of year $118,384$197,174
X-28 Net assets with donor restrictionsStart of year $113,243$143,029
X-32 Total net assets or fund balancesStart of year $231,627$340,203
X-33 Total liabilities and net assetsStart of year $280,816$391,058
Part XI · Reconciliation of net assets $340,203 net assets at year end
XI-1 Total revenue$514,172
XI-2 Total expenses$409,631
XI-3 Revenue less expenses$104,541
XI-4 Net assets at start of year$231,627
XI-5 Net unrealized gains (losses) on investments$4,035
XI-10 Net assets at end of year$340,203

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.