HOLY NAME RETREAT HOUSE INC

EIN: 391368262 501(c)(3)

GREEN BAY, WI

Total Revenue
$30,651
Total Expenses
$39,045
Total Assets
$652,890
Net Assets
$652,890
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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
1980
Legal Domicile
WI
Principal Officer
TAMMY BASTEN
Phone
9204377531
Tax Period
2024-01-01 to 2024-12-31

HOLY NAME RETREAT HOUSE INC, founded in 1980, is a micro nonprofit that reported $31K in total revenue in fiscal year 2024. Expenses of $39K exceeded revenue, resulting in a 27% operating deficit.

Mission

TO FURTHER RETREAT MINISTRIES AND OTHER MINISTRIES THAT DRAW PEOPLE CLOSER TO JESUS CHRIST WITHIN THE CATHOLIC DIOCESE OF GREEN BAY.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $30,651
Other Revenue $0
TOTAL REVENUE $30,651

Expense Breakdown

Grants Paid $38,435
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $38,435
Other Expenses $610
TOTAL EXPENSES $39,045

Year-over-Year Comparison

2024 2023 Change
Revenue $30,651 $29,957 +0.0%
Expenses $39,045 $31,026 +0.3%
Net Income $-8,394 $-1,069 +6.9%
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

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Governance

Voting Members
3
Independent Members
3
Employees
N/A
Volunteers
3

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
3
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MOST REVEREND DAVID RICKEN DIRECTOR/CHAIRMAN 0.50
Officer Director
$0 $0 $0
VERY REVEREND JOHN GIROTTI DIRECTOR/VICE-CHAIRMAN 0.50
Officer Director
$0 $0 $0
TAMMY BASTEN DIRECTOR/PRESIDENT 0.50
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
2025 No data No data No data No data
2024 $30,651 $39,045 $652,890 $-8,394
2023 $29,957 $31,026 $661,284 $-1,069
2022 $249,188 $24,881 $662,353 $224,307
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