TERRA NAAM RETREAT CHARITABLE TRUST (EIN 276011481) - 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

2003

Legal Domicile

Principal Officer

Laura Thompson

Phone

8026357157

Tax Period

2023-01-01 to 2023-12-31

TERRA NAAM RETREAT CHARITABLE TRUST, founded in 2003, is a small nonprofit in the Religion sector that reported $913K in total revenue in fiscal year 2023. The organization ran a surplus of $862K, a strong 94% operating margin.

Mission

Spiritual development through meditation, prayer and study. Our purpose is to provide a retreat facility with buildings and grounds used by individuals and groups practicing Surat Shabd Yoga. The facility is also available to others interested in spiritual growth. In addition to meditation and meeting facilities, we also offer meals and overnight accommodations. There is no specific fee for use of the facilities, however we accept free will offerings to defray the cost of maintaining the facilities and providing meals.

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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 $912,665

Program Service Revenue $0

Investment Income $64

Other Revenue $0

TOTAL REVENUE $912,729

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $50,313

Other Expenses $50,313

TOTAL EXPENSES $50,313

Year-over-Year Comparison

	2023	2022	Change
Revenue	$912,729	N/A	N/A
Expenses	$50,313	N/A	N/A
Net Income	$862,416	N/A	N/A

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

N/A

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
Laura Thompson	Trustee	30.00	Director	$0	$0	$0
James Buckley	Trustee	30.00	Director	$0	$0	$0
Michael Jewell	Trustee	30.00	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
2024	No data	No data	No data	No data
2023	$912,729	$50,313	$1,332,090	$862,416

TERRA NAAM RETREAT CHARITABLE TRUST