Nonprofit · EIN 56-2151021
MONTREAT CONFERENCE CENTER DEVELOPMENT FOUNDATION INC
Tax-exempt · MONTREAT, NC 28757
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990 | $164,634 | $1,356,962 | -$1,192,328 | $2,621,938 | $0 | $2,621,938 |
| April 30, 2024 | 990 | $1,203,524 | $19,554 | $1,183,970 | $3,544,867 | $0 | $3,544,867 |
| April 30, 2023 | 990 | -$38,866 | $0 | -$38,866 | $2,446,243 | $0 | $2,446,243 |
Financial details: 990 for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $164,634
- Net gain from sales of assets
- $144,424
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $10
- Management and general (functional)
- $1,356,952
Balance sheet and other
- Total assets, start of year
- $3,544,867
- Total assets, end of year
- $2,621,938
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,621,938
- Net assets without donor restrictions
- $346,039
- Net assets with donor restrictions
- $2,275,899
- Gross receipts
- $922,763
- Employees
- 0
- Volunteers
- 29
- Year formed
- 1984
- 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 April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLARENCE W LEGERTON III | CHAIR Trustee or director, Officer | 1 | $0 |
| DAVID EVANS | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| JULIA SIBLEY-JONES | TREASURER Trustee or director, Officer | 1 | $0 |
| JULIE PHELPS BACON | DIRECTOR Trustee or director | 1 | $0 |
| MORROW BAILEY | DIRECTOR Trustee or director | 1 | $0 |
| DAN BOYD | DIRECTOR Trustee or director | 1 | $0 |
| BOB BREARLY | DIRECTOR Trustee or director | 1 | $0 |
| H BOYD BROWN | DIRECTOR Trustee or director | 1 | $0 |
| JAMES G COHEN | DIRECTOR Trustee or director | 1 | $0 |
| DAN DEAN | DIRECTOR Trustee or director | 1 | $0 |
| KATHERYN FOUCHE | DIRECTOR Trustee or director | 1 | $0 |
| BEN GALLOWAY | DIRECTOR Trustee or director | 1 | $0 |
| LYNN GILLILAND | DIRECTOR Trustee or director | 1 | $0 |
| MATTHEW GILLILAND | DIRECTOR Trustee or director | 1 | $0 |
| ALLAN HIGHTOWER | DIRECTOR Trustee or director | 1 | $0 |
19 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LOLLY HIGHTOWER | DIRECTOR Trustee or director | 1 | $0 |
| MARY HILL | DIRECTOR Trustee or director | 1 | $0 |
| LINDA HOBSON | DIRECTOR Trustee or director | 1 | $0 |
| MARGARET LEGERTON | DIRECTOR Trustee or director | 1 | $0 |
| KEITH LOVE | DIRECTOR Trustee or director | 1 | $0 |
| W BRINKLEY MELVIN | DIRECTOR Trustee or director | 1 | $0 |
| GINNY NEWELL | DIRECTOR Trustee or director | 1 | $0 |
| ALEC PETERS | DIRECTOR Trustee or director | 1 | $0 |
| SARAH PETERS | DIRECTOR Trustee or director | 1 | $0 |
| SARA SCARBOROUGH | DIRECTOR Trustee or director | 1 | $0 |
| MARGARET SCHEU | DIRECTOR Trustee or director | 1 | $0 |
| WILLIAM E SCHEU | DIRECTOR Trustee or director | 1 | $0 |
| MARGO K SMITH | DIRECTOR Trustee or director | 1 | $0 |
| J WILLIAM STRAUGHAN JR | DIRECTOR Trustee or director | 1 | $0 |
| LEE ANN BANNERMAN | DIRECTOR THR Trustee or director | 1 | $0 |
| JASPER GILBERT | DIRECTOR THR Trustee or director | 1 | $0 |
| AJ MEALOR | DIRECTOR THR Trustee or director | 1 | $0 |
| KATHERINE MEALOR | DIRECTOR THR Trustee or director | 1 | $0 |
| JOHN KNOX WALKUP | DIRECTOR THR Trustee or director | 1 | $0 |
990 for the year ended April 30, 2024: 34 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLARENCE W LEGERTON III | CHAIR Trustee or director, Officer | 1 | $0 |
| DAVID EVANS | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| JULIA SIBLEY-JONES | TREASURER Trustee or director, Officer | 1 | $0 |
| JULIE PHELPS BACON | DIRECTOR Trustee or director | 1 | $0 |
| MORROW BAILEY | DIRECTOR Trustee or director | 1 | $0 |
| LEE ANN BANNERMAN | DIRECTOR Trustee or director | 1 | $0 |
| DAN BOYD | DIRECTOR Trustee or director | 1 | $0 |
| BOB BREARLY | DIRECTOR Trustee or director | 1 | $0 |
| H BOYD BROWN | DIRECTOR Trustee or director | 1 | $0 |
| JAMES G COHEN | DIRECTOR Trustee or director | 1 | $0 |
| DAN DEAN | DIRECTOR Trustee or director | 1 | $0 |
| KATHERYN FOUCHE | DIRECTOR Trustee or director | 1 | $0 |
| BEN GALLOWAY | DIRECTOR Trustee or director | 1 | $0 |
| JASPER GILBERT | DIRECTOR Trustee or director | 1 | $0 |
| LYNN GILLILAND | DIRECTOR Trustee or director | 1 | $0 |
| MATTHEW GILLILAND | DIRECTOR Trustee or director | 1 | $0 |
| ALLAN HIGHTOWER | DIRECTOR Trustee or director | 1 | $0 |
| LOLLY HIGHTOWER | DIRECTOR Trustee or director | 1 | $0 |
| MARY HILL | DIRECTOR Trustee or director | 1 | $0 |
| LINDA HOBSON | DIRECTOR Trustee or director | 1 | $0 |
| MARGARET LEGERTON | DIRECTOR Trustee or director | 1 | $0 |
| KEITH LOVE | DIRECTOR Trustee or director | 1 | $0 |
| AJ MEALOR | DIRECTOR Trustee or director | 1 | $0 |
| KATHERINE MEALOR | DIRECTOR Trustee or director | 1 | $0 |
| W BRINKLEY MELVIN | DIRECTOR Trustee or director | 1 | $0 |
| GINNY NEWELL | DIRECTOR Trustee or director | 1 | $0 |
| ALEC PETERS | DIRECTOR Trustee or director | 1 | $0 |
| SARAH PETERS | DIRECTOR Trustee or director | 1 | $0 |
| SARA SCARBOROUGH | DIRECTOR Trustee or director | 1 | $0 |
| MARGARET SCHEU | DIRECTOR Trustee or director | 1 | $0 |
| WILLIAM E SCHEU | DIRECTOR Trustee or director | 1 | $0 |
| MARGO K SMITH | DIRECTOR Trustee or director | 1 | $0 |
| J WILLIAM STRAUGHAN JR | DIRECTOR Trustee or director | 1 | $0 |
| JOHN KNOX WALKUP | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended April 30, 2023: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLARENCE W LEGERTON III | CHAIR Trustee or director, Officer | 1 | $0 |
| DAVID EVANS | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| JULIA SIBLEY-JONES | TREASURER Trustee or director, Officer | 1 | $0 |
| JULIE PHELPS BACON | DIRECTOR Trustee or director | 1 | $0 |
| MORROW BAILEY | DIRECTOR Trustee or director | 1 | $0 |
| DAN BOYD | DIRECTOR Trustee or director | 1 | $0 |
| BOB BREARLY | DIRECTOR Trustee or director | 1 | $0 |
| H BOYD BROWN | DIRECTOR Trustee or director | 1 | $0 |
| JAMES G COHEN | DIRECTOR Trustee or director | 1 | $0 |
| DAN DEAN | DIRECTOR Trustee or director | 1 | $0 |
| MARGARET W ELLIOTT | DIRECTOR Trustee or director | 1 | $0 |
| KATHERYN FOUCHE | DIRECTOR Trustee or director | 1 | $0 |
| KEITH LOVE | DIRECTOR Trustee or director | 1 | $0 |
| W BRINKLEY MELVIN | DIRECTOR Trustee or director | 1 | $0 |
| MARGARET SCHEU | DIRECTOR Trustee or director | 1 | $0 |
| WILLIAM E SCHEU | DIRECTOR Trustee or director | 1 | $0 |
| MARGO K SMITH | DIRECTOR Trustee or director | 1 | $0 |
| J WILLIAM STRAUGHAN JR | DIRECTOR Trustee or director | 1 | $0 |
| JOHN KNOX WALKUP | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 969, MONTREAT, NC 28757-0017
- In care of
- % EMILE H DIETH JR
- Principal officer (990 for 2024)
- CLARENCE W LEGERTON III, PO BOX 969, MONTREAT, NC 28757
- Signed the 990
- JULIA SIBLEY-JONES, TREASURER
- Phone
- (828) 669-2911
- Website
- WWW.MONTREAT.ORG
- Return prepared by
- CARTER P C
Mission
SEEKS TO GLORIFY GOD BY SERVING THE WHOLE CHURCH OF JESUS CHRIST BY CALLING ALL GOD'S PEOPLE TO A PLACE SET APART, FOR SPIRITUAL COMMITMENT AND RENEWAL, TO GROW IN DISCIPLESHIP, TO BUILD RELATIONSHIPS, AND TO PREPARE ONE ANOTHER FOR CHRIST'S MINISTRY IN THE WORLD.
Program accomplishments
- THE ORGANIZATION IS CHARGED WITH THE SOLICITATION AND THE INFORMED INVESTMENT AND SAFEGUARDING OF ENDOWMENT AND CAPITAL FUNDS OF THE ORGANIZATION AND OF THE MOUNTAIN RETREAT ASSOCIATION (A RELATED NONPROFIT ORGANIZATION) IN ORDER THAT THE PURPOSES AND PROGRAMS OF THE MRA CAN BE SUSTAINED AND ENHANCED.Expenses $10
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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990 on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990 on file |
IRS record
- EIN
- 56-2151021
- 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
- 2000
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Religion-related (X110)
- Assets (IRS master file)
- $2,621,938
- Income (IRS master file)
- $922,763
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2025 | $164,634 | $1,356,962 | $2,621,938 | XML |
| 990 | April 2024 | $1,203,524 | $19,554 | $3,544,867 | XML |
| 990 | April 2023 | -$38,866 | $0 | $2,446,243 | XML |
| 990 | April 2022 | – | – | – | IRS |
| 990 | April 2021 | – | – | – | IRS |
| 990 | April 2020 | – | – | – | IRS |
| 990 | April 2019 | – | – | – | IRS |
| 990 | April 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 56-2151021).
Questions about MONTREAT CONFERENCE CENTER DEVELOPMENT FOUNDATION INC
- What is the EIN of MONTREAT CONFERENCE CENTER DEVELOPMENT FOUNDATION INC?
- The employer identification number (EIN) of MONTREAT CONFERENCE CENTER DEVELOPMENT FOUNDATION INC is 56-2151021.
- Is MONTREAT CONFERENCE CENTER DEVELOPMENT FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to MONTREAT CONFERENCE CENTER DEVELOPMENT FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does MONTREAT CONFERENCE CENTER DEVELOPMENT 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 CONFERENCE CENTER DEVELOPMENT FOUNDATION INC due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTREAT CONFERENCE CENTER DEVELOPMENT FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended April 2025.
- Who is the principal officer of MONTREAT CONFERENCE CENTER DEVELOPMENT FOUNDATION INC?
- The 990 for the year ended April 30, 2025 names CLARENCE W LEGERTON III.
- Who are the officers and directors of MONTREAT CONFERENCE CENTER DEVELOPMENT FOUNDATION INC?
- The 990 for the year ended April 30, 2025 lists 34 people; 0 received compensation from the organization.
- How much revenue does MONTREAT CONFERENCE CENTER DEVELOPMENT FOUNDATION INC have?
- On its 990 for the year ended April 30, 2025 it reported revenue of $164,634, expenses of $1,356,962 and total assets of $2,621,938 at year end.
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All nonprofits in MONTREAT · North Carolina · Religion-related