Golden Willow Retreat Inc

Nonprofit profile at a glance

EIN
850483737
IRS 990 coverage
2011–2024
Forms available
Form 990 2024, Form 990-EZ 2015
Location
Arroyo Hondo, NM, USA
Phone
5757762024
Rating
73
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Counseling, Support Groups

Reported finances

Revenue
$343,082
Expenses
$384,559
Assets
$1,441,545
Liabilities
$6,249

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

4 people listed

Executive titles in this filing

  • Simon Gislimberti (Vice President)
  • Adrienne Schatz (President)

People named in this filing

  • Ellen Stevens (Treasurer)
  • Beth Yeager (Secretary)
  • Simon Gislimberti (Vice President)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Golden Willow Retreat is a non-profit organization that promotes healthy grieving by empowering people impacted by all forms of loss through theraputic programming and professional development.

What it reported doing in 2024

Golden Willow Retreat remained dedicated to supporting healthy grieving in 2024 through a variety of services, including free online grief support groups, a free in-person support group in Taos, weekend workshops, and grief-intensive retreats. We estimate that there were about 5,000 people that attended the grief support meetings in 2024. We held four weekend workshops at Golden Willow Retreat in 2024: Loss of Partner, Loss of Child, Alumni Renewal, and Healing From Loss where a total of 48 people attended. We held our Annual Butterfly Fundraiser on Saturday, July 26th and had about 50 people in attendance. Our grief intensive retreats continued in 2024 and we had 142 nights with people staying at Golden Willow Retreat. Golden Willow Retreat was active in the community: we hosted 4 quarterly provider breakfasts in 2024, bringing together providers and nonprofit organizations from across Northern New Mexico to share resources, strengthen connections, and highlight the important work being done in our community. Here are some of the organizations we collaborated with in 2024: Taos municipal schools, LOR Foundation, Taos Community Foundation, Taos Police (Pueblo, Sheriff, and Town), Taos Ski Valley Inc. and Taos Ski Valley Village, county commissioners, city counselors, Rio Grande Alcohol Treatment services, Red Willow Hospice, Taos Behavioral Health, Teambuilders Behavioral Health, Taos Pueblo, Taos County Courts, Arroyo Hondo Atalaya Acequias, Rivera Family Funeral Services, DeVargas Funeral Home of Taos, Taos Country Club, Quail Ridge Inn and Taos Tennis, UNM Taos, NM Highlands, Taos News, KNCE, KTAO, CAV, Southwestern College, Taos Hospital, and Taos Whole Community Health. Golden Willow Retreat provided weekly Taos News articles, was on the KNCE radio show once a month, promoted behavioral health and education services within our community, offered the grief book Witnessing Ted, provided scholarships for weekend workshops and personalized grief intensive retreats, provided critical incident stress management (CISM) for organizations and businesses after a traumatic event, provided CEUs for mental health workers on the subject of Grief and Trauma, published professional articles on Grief and Loss, and lead/partcipated in community events such as vigils, suicide prevention, and addiction outreach/education.

Operating model

Revenue model
Donor-supported. 69% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 100% 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.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of total spending goes to programs and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 51
  • Transparency & Controls: 92
  • Accountability: 88
  • Sustainability: 45
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 59.8%; rating input score 60
  • Program expense ratio: 52.2%; rating input score 52
  • 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: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 5 of 7 controls in place; rating input score 71
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Fail
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -12.1%; rating input score 20; 20th percentile among comparable filings
  • Total-asset coverage ratio: 3.75; rating input score 74; 74th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 51; 51st percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings

Growth

  • Program expense growth: 3.9% per year; rating input score 100; 49th percentile among comparable filings
  • Revenue growth: 6.4% per year; rating input score 100; 59th percentile among comparable filings
  • Asset growth: 13.9% per year; rating input score 100; 75th percentile among comparable filings

Details

  • Where the money goes: 59.8% of revenue deployed · 52.2% of spending went to programs
  • Governance: 4 of 4 board members independent · 5 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $201K in reported program spending
  • Leadership: top reported pay $0 · 4 people listed
  • Consistency: 24 of 24 current checks pass
  • Schedules: 4 filed schedules · includes major donors
  • Filing history: 11 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • 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.

  • Review — Financial Efficiency: Program expense ratio scored 52/100.
  • Review — Accountability: Governance controls: 2 of 7 not reported.
  • High — Sustainability: Operating margin scored 20/100.
  • Review — Sustainability: Liabilities to assets ratio scored 51/100.