Tri-state Dharma

Nonprofit profile at a glance

EIN
311782300
IRS 990-EZ coverage
2021–2025
Forms available
Form 990-EZ 2025, Form 990-N 2016
Location
CIncinnati, OH, USA
Phone
5132050700
Rating
83
Verdict
STRONG
Rating confidence
Moderate
Sector
Buddhism
Affiliation
Buddhism

Reported finances

Revenue
$102,049
Expenses
$112,272
Assets
$45,083
Liabilities
$0

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

Leadership & pay

11 people listed

Executive titles in this filing

  • Randy Kreger (Vice President)

People named in this filing

  • Joan Staubach (Preident)
  • Randy Kreger (Vice President)
  • Barbara Huels (Treasurer)

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

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Sponsor (vipassana/Buddhist) meditation, education, and retreats.

What it reported doing in 2025

Sponored eight residential retreats ranging from two to ten days. Participants range from eight to twenty-three.

Operating model

Revenue model
Earned-program. 92% of the money available for current operations came from fees and other program revenue.
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

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 87
  • Transparency & Controls: 82
  • Sustainability: 32
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 90.4%; rating input score 90
  • Program expense ratio: 82.6%; rating input score 83

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: -10%; rating input score 14; 14th percentile among comparable filings
  • Total-asset coverage ratio: 0.4; rating input score 32; 32nd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 74; 74th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 29.1% per year; rating input score 100; 82nd percentile among comparable filings
  • Revenue growth: 29.3% per year; rating input score 100; 89th percentile among comparable filings
  • Asset growth: 14% per year; rating input score 100; 69th percentile among comparable filings

Details

  • Where the money goes: 90.4% of revenue deployed · 82.6% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 3 filed program accomplishments · $93K in reported program spending
  • Leadership: top reported pay $0 · 11 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 5 filing years from 2021 to 2025
  • Contacts: How to reach this organization
  • 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 — Sustainability: Operating margin scored 14/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 32/100.