THE CENTER FOR SPIRITUAL FORMATION INC (EIN 232786232) - 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

1994

Legal Domicile

Principal Officer

LISA KLINGER

Phone

7172491512

Tax Period

2023-01-01 to 2023-12-31

THE CENTER FOR SPIRITUAL FORMATION INC, founded in 1994, is a small nonprofit in the Religion sector that reported $116K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $106K left a modest 8% surplus.

Mission

OPERATION OF MINISTRY 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 $48,002

Program Service Revenue $69,637

Investment Income $-1,639

Other Revenue $0

TOTAL REVENUE $116,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $41,414

Fundraising Expenses $2,226

Program Expenses $91,585

Other Expenses $65,084

TOTAL EXPENSES $106,498

Year-over-Year Comparison

	2023	2022	Change
Revenue	$116,000	$105,968	+0.1%
Expenses	$106,498	$107,850	0.0%
Net Income	$9,502	$-1,882	-6.0%

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

$8,316

Total Directors

$40,616

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR DEBORAH HEISLEY-CATO	DIRECTOR	1.00	Director	$0	$0	$0
REV JENNETT WERTZ	SECRETARY	1.00	Officer Director	$0	$0	$0
REV RICHARD ET JORGENSEN JR	DIRECTOR	1.00	Director	$0	$0	$0
REV LAURA BABER	CHAIR	1.00	Officer Director	$0	$0	$0
REV JP BOHANAN	DIRECTOR / FINANCE CHAIR	1.00	Director	$0	$0	$0
REV JOANNE LINK	EMERITUS	1.00	Director	$0	$0	$0
REV DONALD WALTERS	DIRECTOR	1.00	Director	$0	$0	$0
CYNTHIA WILLIS	DIRECTOR	1.00	Director	$0	$0	$0
HANNAH PRATT SLEDGE	VICE-CHAIR	1.00	Officer Director	$0	$0	$0
MARJORIE HOUSE	EMERITUS	1.00	Director	$0	$0	$0
DR TOM WEBB	EMERITUS	1.00	Director	$0	$0	$0
DR RUSSELL HART	EMERITUS	5.00	Director	$0	$0	$0
REV KATHY HARVEY NELSON	CENTER DIRECTOR EMERITUS	10.00	Director	$2,300	$0	$2,300
LISA KLINGER	TREASURER	3.00	Officer Director	$8,302	$14	$8,316
LOUISE RYND	DIRECTOR	1.00	Director	$0	$0	$0
RHONDA STROUSE	CENTER DIRECTOR	10.00	Director	$30,000	$0	$30,000

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	No data	No data	No data	No data
2023	$116,000	$106,498	$598,065	$9,502
2022	$105,968	$107,850	$584,108	$-1,882
2021	$123,977	$96,011	$595,293	$27,966
2020	$110,865	$88,112	$566,292	$22,753
2019	$90,009	$93,792	$540,908	$-3,783
2018	$78,073	$94,948	$540,993	$-16,875

THE CENTER FOR SPIRITUAL FORMATION INC