SACRED HEART RETREAT HOUSE INC (EIN 113835568) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

SISTER MEREDITH BOQUIREN

Phone

6262891353

Tax Period

2023-08-01 to 2024-07-31

SACRED HEART RETREAT HOUSE INC, founded in 2008, is a community nonprofit that reported $2.5M in total revenue in fiscal year 2023. Revenue surged 58% from the prior year, signaling strong growth momentum. Expenses of $2.4M left a modest 4% surplus.

Mission

TO BRINGING GOD'S PEOPLE TO A DEEPER UNION THROUGH SPECIALIZED RETREATS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,595,635

Program Service Revenue $837,802

Investment Income $32

Other Revenue $26,423

TOTAL REVENUE $2,459,892

Expense Breakdown

Grants Paid $0

Salaries & Benefits $760,501

Fundraising Expenses $46,862

Program Expenses $1,792,237

Other Expenses $1,607,830

TOTAL EXPENSES $2,368,331

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,459,892	$1,552,638	+0.6%
Expenses	$2,368,331	$1,596,413	+0.5%
Net Income	$91,561	$-43,775	-3.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

154

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SISTER MEREDITH BOQUIREN	PRESIDENT	40.00	Officer Director	$0	$0	$0
SISTER GIANNA HEINEMANN	SECRETARY	2.00	Officer Director	$0	$0	$0
SISTER JOSEPH FRANCESCA GOSSELIN	TREASURER	2.00	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$2,459,892	$2,368,331	$2,082,957	$91,561
2023	$1,552,638	$1,596,413	$1,972,814	$-43,775
2022	$1,653,732	$1,355,315	$1,975,317	$298,417
2021	$1,290,961	$1,074,791	$1,718,839	$216,170
2020	$2,604,652	$2,522,896	$1,577,139	$81,756
2019	$2,644,699	$2,736,047	$1,531,458	$-91,348
2018	$2,567,766	$2,698,022	$1,604,755	$-130,256

SACRED HEART RETREAT HOUSE INC