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Southern Dharma Retreat Center Inc

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Religion-Related, Spiritual Development / Buddhist (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$625k (2022)

Expenses
$519k (2022)

Total Assets
$1.42M (2022)

Total Liabilities
$128k (2022)

Source: Form 990 tax filings from 2010 to 2022

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$625,383
Expenses
$519,164
Net Income
$106,219
Net Assets
$1,286,817
Notable Sources of Revenue Percent of Total Revenue
Contributions $112,837
18.0%
Program Services $499,653
79.9%
Investment Income $12,011
1.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $453
0.1%
Net Inventory Sales -$531
Other Revenue $960
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $142,616
27.5%
Assets/Debt
Total Assets $1,415,173
Total Liabilities $128,356
Net Assets $1,286,817
Compensation
Key Employees and Officers Compensation Related Other
Sonia Marcus (Executive Di) $51,549 $0 $0
Cathy Cole (Board Member) $0 $0 $0
Carolyn Graham (Board Member) $0 $0 $0
David Heckel (Chair) $0 $0 $0
Curtis Jordan (Board Member) $0 $0 $0
Toby King (Board Member) $0 $0 $0
Tom Newby (Board Member) $0 $0 $0
Dana Pulley (Board Member) $0 $0 $0
Brian Silva (Board Member) $0 $0 $0
Nancy Wright (Board Member) $0 $0 $0
Alan Young (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$438,249
Expenses
$398,857
Net Income
$39,392
Net Assets
$1,272,147
Notable Sources of Revenue Percent of Total Revenue
Contributions $76,918
17.6%
Program Services $335,821
76.6%
Investment Income $6,270
1.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $17,142
3.9%
Net Inventory Sales $537
0.1%
Other Revenue $1,561
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $52,061
13.1%
Professional Fundraising Fees $0
Other Salaries and Wages $84,443
21.2%
Assets/Debt
Total Assets $1,396,796
Total Liabilities $124,649
Net Assets $1,272,147
Compensation
Key Employees and Officers Compensation Related Other
Sonia Marcus (Executive Di) $52,061 $0 $0
Cathy Cole (Board Member) $0 $0 $0
Carolyn Graham (Board Member) $0 $0 $0
David Heckel (Chair) $0 $0 $0
Elizabeth Kent (Board Member) $0 $0 $0
Toby King (Board Member) $0 $0 $0
Smithson Mills (Board Member) $0 $0 $0
Dana Pulley (Board Member) $0 $0 $0
Brian Silva (Board Member) $0 $0 $0
Nancy Wright (Board Member) $0 $0 $0
Alan Young (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$381,811
Expenses
$372,155
Net Income
$9,656
Net Assets
$1,194,052
Notable Sources of Revenue Percent of Total Revenue
Contributions $142,675
37.4%
Program Services $218,393
57.2%
Investment Income $7,216
1.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $10,985
2.9%
Net Inventory Sales $2,542
0.7%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $21,291
5.7%
Professional Fundraising Fees $0
Other Salaries and Wages $68,418
18.4%
Assets/Debt
Total Assets $1,325,984
Total Liabilities $131,932
Net Assets $1,194,052
Compensation
Key Employees and Officers Compensation Related Other
Sheila Garrick (Executive Di) $37,644 $0 $0
Sonia Marcus (Executive Di) $21,291 $0 $0
Christine Blice Baum (Board Member) $0 $0 $0
Carolyn Graham (Board Member) $0 $0 $0
David Heckel (Chair) $0 $0 $0
Elizabeth Kent (Board Member) $0 $0 $0
David Killman (Board Member) $0 $0 $0
Toby King (Board Member) $0 $0 $0
Smithson Mills (Board Member) $0 $0 $0
Brian Silva (Board Member) $0 $0 $0
Alan Young (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$463,047
Expenses
$411,456
Net Income
$51,591
Net Assets
$1,141,373
Notable Sources of Revenue Percent of Total Revenue
Contributions $43,435
9.4%
Program Services $403,194
87.1%
Investment Income $8,803
1.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,633
1.0%
Net Inventory Sales $2,982
0.6%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $36,572
8.9%
Professional Fundraising Fees $0
Other Salaries and Wages $82,879
20.1%
Assets/Debt
Total Assets $1,280,295
Total Liabilities $138,922
Net Assets $1,141,373
Compensation
Key Employees and Officers Compensation Related Other
Sheila Garrick (Director) $36,572 $0 $0
John Blackburn (Board Member) $0 $0 $0
Karen Caldwell (Secretary) $0 $0 $0
Carolyn Graham (Board Member) $0 $0 $0
David Heckel (Chair) $0 $0 $0
Elizabeth Kent (Board Member) $0 $0 $0
Ken Lenington (Board Member) $0 $0 $0
Sonia Marcus (Board Member) $0 $0 $0
Smithson Mills (Board Member) $0 $0 $0
Ann Pendley (Board Member) $0 $0 $0
Brian Silva (Board Member) $0 $0 $0
Alan Young (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$448,302
Expenses
$358,246
Net Income
$90,056
Net Assets
$1,029,356
Notable Sources of Revenue Percent of Total Revenue
Contributions $94,260
21.0%
Program Services $335,428
74.8%
Investment Income $8,195
1.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $7,105
1.6%
Net Inventory Sales $3,314
0.7%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $36,322
10.1%
Professional Fundraising Fees $0
Other Salaries and Wages $89,409
25.0%
Assets/Debt
Total Assets $1,029,356
Total Liabilities $0
Net Assets $1,029,356
Compensation
Key Employees and Officers Compensation Related Other
Sheila Garrick (Director) $36,322 $0 $0
Elizabeth Kent (Board Member) $0 $0 $0
Ken Lenington (Co Vice Chai) $0 $0 $0
Karen Caldwell (Secretary) $0 $0 $0
John March (Board Member) $0 $0 $0
Ann Pendley (Co Vice Chai) $0 $0 $0
David Heckel (Chair) $0 $0 $0
John Blackburn (Board Member) $0 $0 $0
Alan Young (Treasurer) $0 $0 $0
Sonia Marcus (Board Member) $0 $0 $0
Anthony Pranger (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$423,725
Expenses
$295,297
Net Income
$128,428
Net Assets
$969,942
Notable Sources of Revenue Percent of Total Revenue
Contributions $54,309
12.8%
Program Services $331,914
78.3%
Investment Income $6,743
1.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $27,051
6.4%
Net Inventory Sales $3,708
0.9%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $29,304
9.9%
Professional Fundraising Fees $0
Other Salaries and Wages $103,554
35.1%
Assets/Debt
Total Assets $973,264
Total Liabilities $3,322
Net Assets $969,942
Compensation
Key Employees and Officers Compensation Related Other
Sheila Garrick (Director) $29,304 $0 $0
Elizabeth Kent (Board Member) $0 $0 $0
Ken Lenington (Vice Chair) $0 $0 $0
Karen Caldwell (Board Member) $0 $0 $0
John March (Board Member) $0 $0 $0
Yong Oh (Secretary) $0 $0 $0
Ann Pendley (Chair) $0 $0 $0
David Heckel (Board Member) $0 $0 $0
John Blackburn (Chair) $0 $0 $0
Alan Young (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$342,483
Expenses
$306,184
Net Income
$36,299
Net Assets
$856,802
Notable Sources of Revenue Percent of Total Revenue
Contributions $102,088
29.8%
Program Services $208,506
60.9%
Investment Income $9,321
2.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $19,847
5.8%
Net Inventory Sales $2,721
0.8%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $30,985
10.1%
Professional Fundraising Fees $0
Other Salaries and Wages $68,434
22.4%
Assets/Debt
Total Assets $860,214
Total Liabilities $3,412
Net Assets $856,802
Compensation
Key Employees and Officers Compensation Related Other
Steve Schlosnagle (Director) $30,985 $0 $0
Elizabeth Kent (Board Member) $0 $0 $0
Ken Lenington (Vice Chair) $0 $0 $0
Karen Caldwell (Board Member) $0 $0 $0
John March (Board Member) $0 $0 $0
Yong Oh (Secretary) $0 $0 $0
Ann Pendley (Chair) $0 $0 $0
David Heckel (Board Member) $0 $0 $0
John Blackburn (Board Member) $0 $0 $0
Alan Young (Treasurer) $0 $0 $0
Ward Simmons (Voluntary Cp) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$276,954
Expenses
$279,344
Net Income
-$2,390
Net Assets
$896,892
Notable Sources of Revenue Percent of Total Revenue
Contributions $78,861
28.5%
Program Services $197,425
71.3%
Investment Income -$3,744
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $4,412
1.6%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $27,600
9.9%
Professional Fundraising Fees $0
Other Salaries and Wages $60,885
21.8%
Assets/Debt
Total Assets $900,082
Total Liabilities $3,190
Net Assets $896,892

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$309,465
Expenses
$262,213
Net Income
$47,252
Net Assets
$899,282
Notable Sources of Revenue Percent of Total Revenue
Contributions $79,672
25.7%
Program Services $211,930
68.5%
Investment Income $14,685
4.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $3,178
1.0%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $25,736
9.8%
Professional Fundraising Fees $0
Other Salaries and Wages $50,274
19.2%
Assets/Debt
Total Assets $902,412
Total Liabilities $3,130
Net Assets $899,282

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$315,098
Expenses
$268,940
Net Income
$46,158
Net Assets
$851,862
Notable Sources of Revenue Percent of Total Revenue
Contributions $76,284
24.2%
Program Services $198,005
62.8%
Investment Income $37,084
11.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,900
0.6%
Net Inventory Sales $1,825
0.6%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $32,400
12.0%
Professional Fundraising Fees $0
Other Salaries and Wages $50,838
18.9%
Assets/Debt
Total Assets $855,736
Total Liabilities $3,874
Net Assets $851,862

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$442,848
Expenses
$243,052
Net Income
$199,796
Net Assets
$805,704
Notable Sources of Revenue Percent of Total Revenue
Contributions $213,198
48.1%
Program Services $202,030
45.6%
Investment Income $22,784
5.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $4,836
1.1%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $29,375
12.1%
Professional Fundraising Fees $0
Other Salaries and Wages $41,008
16.9%
Assets/Debt
Total Assets $809,413
Total Liabilities $3,709
Net Assets $805,704

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$241,425
Expenses
$202,391
Net Income
$39,034
Net Assets
$605,908
Notable Sources of Revenue Percent of Total Revenue
Contributions $69,293
28.7%
Program Services $173,894
72.0%
Investment Income -$3,104
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $1,342
0.6%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $26,655
13.2%
Professional Fundraising Fees $0
Other Salaries and Wages $40,686
20.1%
Assets/Debt
Total Assets $609,144
Total Liabilities $3,236
Net Assets $605,908

Document Links

Fiscal Year Ending Dec.
2010

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$240,394
Expenses
$220,384
Net Income
$20,010
Net Assets
$566,874
Notable Sources of Revenue Percent of Total Revenue
Contributions $67,159
27.9%
Program Services $151,645
63.1%
Investment Income $20,947
8.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $643
0.3%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $24,200
11.0%
Professional Fundraising Fees $0
Other Salaries and Wages $39,019
17.7%
Assets/Debt
Total Assets $569,181
Total Liabilities $2,307
Net Assets $566,874

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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