SACRED HEART RETREAT HOUSE INC

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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

2024-08-01 to 2025-07-31

SACRED HEART RETREAT HOUSE INC, founded in 2008, is a community nonprofit that reported $2.5M in total revenue in fiscal year 2024.

Mission

PROMOTING A DEEPER SPIRITUAL LIFE AMONG GOD'S PEOPLE.

Program Service Accomplishments

Program 1

Expenses: $1,915,176 Revenue: $991,483

SACRED HEART RETREAT HOUSE, INC. (SHRH) OPERATES THE SACRED HEART RETREAT HOUSE. RESTING ON FOUR AND A HALF ACRES LACED WITH BEAUTIFUL GARDENS, FOUNTAINS AND GROTTOS, SHRH PROVIDES A SPIRITUAL OASIS FOR PEOPLE OF ALL AGES AND WALKS OF LIFE, WHO COME TO EXPERIENCE QUIET AND SOLITUDE AND TO DEEPEN THEIR UNION WITH GOD THROUGH PRAYER. THE CARMELITE SISTERS OF THE MOST SACRED HEART OF LOS ANGELES (CSMSHLA) AT SACRED HEART RETREAT HOUSE SEEK TO FOSTER THE SPIRITUAL LIVES OF THOSE WITH WHOM AND FOR WHOM THEY WORK BY FACILITATING AN ENCOUNTER WITH GOD THROUGH EXTENDED AND DAY RETREATS, CLASSES, WORKSHOPS, AND CONFERENCES TO INDIVIDUALS AND GROUPS OF ALL AGES. SHRH OFFERS PROGRAMS IN KEEPING WITH THE MAGISTERIUM OF THE CATHOLIC CHURCH BY PROVIDING FACILITIES FOR BOTH SILENT AND INTERACTIVE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,434,741

Program Service Revenue $991,483

Investment Income $-21,845

Other Revenue $81,103

TOTAL REVENUE $2,485,482

Expense Breakdown

Grants Paid $37,068

Salaries & Benefits $759,124

Fundraising Expenses $41,216

Program Expenses $1,915,176

Other Expenses $1,667,353

TOTAL EXPENSES $2,463,545

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,485,482	$2,459,892	+0.0%
Expenses	$2,463,545	$2,368,331	+0.0%
Net Income	$21,937	$91,561	-0.8%

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

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	2.00	Officer Director	$0	$0	$0
SISTER GIANNA HEINEMANN	SECRETARY	2.00	Officer Director	$0	$0	$0
SISTER JULIANNA GONZALEZ	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
2025	$2,485,482	$2,463,545	$2,165,446	$21,937
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