Vivekananda Retreat Ridgely (EIN 272233047) - 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

2010

Legal Domicile

Phone

8456874574

Tax Period

2023-01-01 to 2023-12-31

Vivekananda Retreat Ridgely, founded in 2010, is a small nonprofit in the Religion sector that reported $157K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $213K exceeded revenue, resulting in a 35% operating deficit.

Mission

To provide a place of pilgrimage and retreat for those who want the opportunity to engage in intense spiritual practices.

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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 $148,990

Program Service Revenue $6,811

Investment Income $1,850

Other Revenue $-282

TOTAL REVENUE $157,369

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $148,979

Other Expenses $212,835

TOTAL EXPENSES $212,835

Year-over-Year Comparison

	2023	2022	Change
Revenue	$157,369	$141,986	+0.1%
Expenses	$212,835	$210,369	+0.0%
Net Income	$-55,466	$-68,383	-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
Swami Sarvadevananda	President	2.00	Officer Director	$0	$0	$0
Pravrajika Gitaprana	Treasurer	40.00	Officer Director	$0	$0	$0
Dr Shelley Brown	Vice President	2.00	Officer Director	$0	$0	$0
Pravrajika Shuddhatmaprana	Secretary	2.00	Officer Director	$0	$0	$0
Peter Hirshman	Director	2.00	Director	$0	$0	$0
Mitu Hirshman	Director	2.00	Director	$0	$0	$0
Swami Tyagananda	Director	2.00	Director	$0	$0	$0
Swami Atmajnanananda	Director	2.00	Director	$0	$0	$0
Tapas Mukherjee	Director	2.00	Director	$0	$0	$0
Paramita Roy	Director	2.00	Director	$0	$0	$0
Chandi Sanyal	Director	2.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$157,369	$212,835	$1,039,665	$-55,466
2022	$141,986	$210,369	$1,095,236	$-68,383
2021	$160,410	$182,207	$1,166,018	$-21,797
2020	$158,273	$192,035	$1,187,571	$-33,762
2019	$258,054	$202,756	$1,221,255	$55,298
2018	$177,199	$183,637	$1,166,058	$-6,438

Vivekananda Retreat Ridgely