Shree Maharishi Bhrigu Ashram

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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

2007

Legal Domicile

Principal Officer

SANJAY AGGARWAL

Phone

7146159225

Tax Period

2022-01-01 to 2022-12-31

Shree Maharishi Bhrigu Ashram, founded in 2007, is a small nonprofit in the Religion sector that reported $227K in total revenue in fiscal year 2022. Revenue fell 95% from the prior year — a significant decline worth monitoring. Expenses of $505K exceeded revenue, resulting in a 122% operating deficit.

Mission

Shree Maharishi Bhrigu Ashram has been guiding many on the path of meditation and spirituality through the regular discourses and meditation sessions at the ashram. 1 Regular meditation sessions have been taking place and will continue to take place. 2 Regular spiritual discourses on meditation, yoga, and ancient hindu vedic scriptures are given to benefit the community. 3 Shree Maharishi Bhrigu Ashram is located at Trabuco Canyon, California. Group meditations are regularly performed to help calm the mind, improve health, and overall improve the lives of many. The number of sessions are projected to increase more in the coming years that will benefit the community tremendously. 4 Divine programs that initiate folks into the meditative practice throughout USA and abroad takes place on a regular basis. This is expected to increase a lot in the coming years. 5 intellectual property owned by the Ashram in the form of a book rashis in light of kriya yoga mixes yoga with vedic astrology is

Program Service Accomplishments

Program 1

Expenses: $214,921

Shree Maharishi Bhrigu Ashram operates a meditation center in Trabuco Canyon, California. Group meditations are regularly performed at the center to help calm the mind, improve health, and overall...

Shree Maharishi Bhrigu Ashram operates a meditation center in Trabuco Canyon, California. Group meditations are regularly performed at the center to help calm the mind, improve health, and overall improve the lives of many. The number of sessions are projected to increase more in the coming years that will benefit the community tremendously.

Program 2

Expenses: $181,936

Shree Maharishi Bhrigu Ashram regularly facilitiates divine programs, including meditation retreats, that initiate folks into the meditative practice throughout usa and abroad. This is expected to...

Shree Maharishi Bhrigu Ashram regularly facilitiates divine programs, including meditation retreats, that initiate folks into the meditative practice throughout usa and abroad. This is expected to increase a lot in the coming years.

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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 (2022)

Revenue Breakdown

Contributions & Grants $214,063

Program Service Revenue $0

Investment Income $5,828

Other Revenue $7,446

TOTAL REVENUE $227,337

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $396,857

Other Expenses $504,953

TOTAL EXPENSES $504,953

Year-over-Year Comparison

	2022	2021	Change
Revenue	$227,337	$4,981,890	-1.0%
Expenses	$504,953	$132,640	+2.8%
Net Income	$-277,616	$4,849,250	-1.1%

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

N/A

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
Sanjay Aggarwal	President	40.00	Officer Director	$0	$0	$0
Chandrima Aggarwal	Treasurer	40.00	Officer Director	$0	$0	$0
Chander M Kakkar	Secretary	20.00	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
2022	$227,337	$504,953	$4,712,307	$-277,616
2021	$4,981,890	$132,640	$5,050,450	$4,849,250
2020	$87,384	$32,088	$141,834	$55,296
2019	$40,841	$32,707	$82,822	$8,134
2018	$33,273	$45,769	$74,688	$-12,496