Nonprofit · EIN 56-1324199
MONTREAT COLLEGE FOUNDATION INC
Tax-exempt · MONTREAT, NC 28757
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | -$1,610,194 | $13,415 | -$1,623,609 | $4,694,803 | $2,311,222 | $2,383,581 |
| June 30, 2024 | 990 | $13,714 | $15,698 | -$1,984 | $4,473,435 | $2,619,266 | $1,854,169 |
| June 30, 2023 | 990 | $137,178 | $4,121 | $133,057 | $4,235,806 | $2,623,145 | $1,612,661 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $14,612
- Program service revenue
- $0
- Investment income
- -$1,624,806
- Net gain from sales of assets
- -$1,753,932
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Management and general (functional)
- $13,415
Balance sheet and other
- Total assets, start of year
- $4,473,435
- Total assets, end of year
- $4,694,803
- Total liabilities, end of year
- $2,311,222
- Net assets, end of year
- $2,383,581
- Land, buildings and equipment
- $1,232,854
- Publicly traded securities
- $2,904,296
- Net assets without donor restrictions
- $101,993
- Net assets with donor restrictions
- $2,281,588
- Gross receipts
- $354,412
- Employees
- 0
- Volunteers
- 5
- Year formed
- 1997
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PAUL MAURER | CEO Officer | 1 | $0 | $323,087 | $22,168 |
| JOHN BEAGHAN | CFO Officer | 1 | $0 | $187,492 | $21,457 |
| BEAU MOFFATT | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CLAIRE EFRID | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAYLE SENEFF | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PAUL MAURER | CEO Officer | 1 | $0 | $313,144 | $22,144 |
| JOHN BEAGHAN | CFO Officer | 1 | $0 | $173,761 | $16,141 |
| BEAU MOFFATT | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CLAIRE EFRID | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAYLE SENEFF | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PAUL MAURER | CEO Officer | 1 | $0 | $311,396 | $58,089 |
| JOHN BEAGHAN | CFO Officer | 1 | $0 | $136,944 | $12,083 |
| BEAU MOFFATT | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CLAIRE EFRID | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAYLE SENEFF | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1267, MONTREAT, NC 28757-0016
- Principal officer (990 for 2024)
- PAUL MAURER, PO BOX 1267, MONTREAT, NC 28757
- Signed the 990
- JOHN W BEAGHAN, CFO
- Phone
- (828) 669-8012
- Return prepared by
- SIKICH LLC
Mission
TO SUPPORT THE EDUCATIONAL PURPOSES OF MONTREAT COLLEGE
Program accomplishments
- FUNDS TRANSFERRED TO MONTREAT COLLEGE IN SUPPORT OF THE COLLEGE'S HIGHER EDUCATION PROGRAMS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 56-1324199
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1982
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B110)
- Assets (IRS master file)
- $4,694,803
- Income (IRS master file)
- $354,412
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | -$1,610,194 | $13,415 | $4,694,803 | IRS |
| 990 | June 2024 | $13,714 | $15,698 | $4,473,435 | IRS |
| 990 | June 2023 | $137,178 | $4,121 | $4,235,806 | XML |
| 990 | June 2022 | $327,128 | $90,917 | $4,388,182 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-1324199).
Questions about MONTREAT COLLEGE FOUNDATION INC
- What is the EIN of MONTREAT COLLEGE FOUNDATION INC?
- The employer identification number (EIN) of MONTREAT COLLEGE FOUNDATION INC is 56-1324199.
- Is MONTREAT COLLEGE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to MONTREAT COLLEGE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does MONTREAT COLLEGE FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MONTREAT COLLEGE FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTREAT COLLEGE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MONTREAT COLLEGE FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names PAUL MAURER.
- Who are the officers and directors of MONTREAT COLLEGE FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does MONTREAT COLLEGE FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of -$1,610,194, expenses of $13,415 and total assets of $4,694,803 at year end.
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