SACRED HEART AT MONASTERY LAKE INC (EIN 270771531) - 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

2009

Legal Domicile

Principal Officer

FR VIEN NGUYEN

Tax Period

2023-01-01 to 2023-12-31

SACRED HEART AT MONASTERY LAKE INC, founded in 2009, is a community nonprofit that reported $2.3M in total revenue in fiscal year 2023. Expenses of $2.6M exceeded revenue, resulting in a 12% operating deficit.

Mission

PROVIDES HOUSING FOR CURRENT AND RETIRED MEMBERS OF PRIESTS OF THE SACRED HEART, A ROMAN CATHOLIC RELIGIOUS ORDER. ALSO PROVIDES HOUSING (SOME SUBSIDIZED) FOR SENIOR (AGE 55+) MEMBERS OF THE COMMUNITY.

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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 $0

Program Service Revenue $2,320,062

Investment Income $3,449

Other Revenue $0

TOTAL REVENUE $2,323,511

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,558,274

Other Expenses $2,610,439

TOTAL EXPENSES $2,610,439

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,323,511	$2,253,693	+0.0%
Expenses	$2,610,439	$2,624,595	0.0%
Net Income	$-286,928	$-370,902	-0.2%

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

N/A

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
FR VIEN NGUYEN	PRESIDENT	N/A	Officer Director	$0	$0	$0
BR DUANE LEMKE SCJ	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
DN DAVID NAGEL SCJ	TREASURER	N/A	Officer Director	$0	$0	$0
BR FRANK PRESTO SCJ	SECRETARY	N/A	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	No data	No data	No data	No data
2023	$2,323,511	$2,610,439	$10,837,178	$-286,928
2022	$2,253,693	$2,624,595	$11,323,959	$-370,902
2021	$2,187,578	$2,596,310	$11,936,985	$-408,732
2020	$2,150,033	$2,679,596	$12,481,304	$-529,563
2019	$2,148,084	$2,595,785	$13,140,668	$-447,701
2018	$2,113,363	$2,499,370	$13,697,581	$-386,007

SACRED HEART AT MONASTERY LAKE INC