The Profound Treasury Retreat

Legal name: The Profound Treasury Dharma Foundation Inc

Overview

Mission

The Profound Treasury Dharma Foundation’s mission is to share the living tradition of Chögyam Trungpa Rinpoche’s dharma teachings as widely as possible. The Profound Treasury Dharma Foundation is an independent non-profit organization whose mission is to preserve and propagate the living tradition of Chögyam Trungpa Rinpoche’s dharma teachings—the teachings of the Kagyu and Nyingma lineages, and the teachings of the Rime tradition, of Tibetan Buddhism—as well as his cultural, artistic, social, and non-sectarian spiritual teachings. We provide support for senior teachers and scholars, and a forum for them to share their wisdom, knowledge, and guidance. We do this by offering retreats, and by sponsoring lectures, seminars, study groups, and other practice and study programs. Our Values.

What it reported doing in 2025

Sponsorship of other programs / individuals

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 95% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

Nonprofit profile at a glance

EIN
461957635
IRS 990 coverage
2019–2025
Official website data refreshed
Sep 2026
Forms available
Form 990 2025
Location
Sleepy Hollow, NY, USA
Phone
9149604283
Rating
77
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Religion Related N.E.C.
Affiliation
Buddhism

Official website

Reported finances

Revenue
$161,193
Expenses
$162,551
Assets
$131,738
Liabilities
$2,000

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 73
  • Transparency & Controls: 94
  • Accountability: 69
  • Sustainability: 33
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 81.6%; rating input score 82
  • Program expense ratio: 80.9%; rating input score 81
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 81st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 2 of 8 controls in place; rating input score 25
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: Fail
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -0.8%; rating input score 32; 32nd percentile among comparable filings
  • Total-asset coverage ratio: 0.81; rating input score 36; 36th percentile among comparable filings
  • Liabilities to assets ratio: 0.02; rating input score 35; 35th percentile among comparable filings
  • Officer compensation ratio: 11.8%; rating input score 26; 26th percentile among comparable filings

Growth

  • Program expense growth: 2.6% per year; rating input score 100; 39th percentile among comparable filings
  • Revenue growth: 3.6% per year; rating input score 100; 39th percentile among comparable filings
  • Asset growth: -1% per year; rating input score 0; 18th percentile among comparable filings

Details

  • What they do: Mission, programs, and operating context captured from the official website.
  • Where the money goes: 81.6% of revenue deployed · 80.9% of spending went to programs
  • Governance: 7 of 7 board members independent · 2 of 8 filing controls reported
  • Programs: 3 filed program accomplishments · $131K in reported program spending
  • Leadership: top reported pay $12K · 7 people listed
  • Consistency: 33 of 33 current checks pass
  • Schedules: 4 filed schedules · includes major donors and grants
  • Filing history: 7 annual filings from 2019 to 2025
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Accountability: Governance controls: 5 of 7 not reported.
  • Moderate — Sustainability: Operating margin scored 32/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 36/100.
  • High — Sustainability: Officer compensation ratio scored 26/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 35/100.

Leadership & pay

7 people listed

Highest reported compensation

  • SUSAN RHODES (TREASURER & EXECUTIVE DIRECTOR): $12,000 total reported compensation
  • JUDITH LIEF (PRESIDENT & DIRECTOR): $7,160 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025.