HOLY NAME RETREAT HOUSE INC

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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

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.

Program Service Accomplishments

Program 1

Expenses: $38,435 Revenue: $0

TO ASSIST RETREAT MINISTRIES WITHIN THE CATHOLIC DIOCESE OF GREEN BAY AND OTHER MINISTRIES THAT LEAD PEOPLE TO A DEEPER RELATIONSHIP WITH JESUS CHRIST.

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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 (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

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
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