HERMITAGE SPIRITUAL RETREAT CENTER (EIN 431791833) - 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

1997

Legal Domicile

Principal Officer

DR SUSAN RUACH

Phone

5756499199

Tax Period

2024-07-01 to 2025-06-30

HERMITAGE SPIRITUAL RETREAT CENTER, founded in 1997, is a small nonprofit in the Religion sector that reported $120K in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. The organization ran a surplus of $91K, a strong 75% operating margin.

Mission

PROVIDE A VENUE FOR, AND CONDUCT OF, SPIRITUAL RETREATS AND THE TEACHING AND PRACTICING OF PRAYER.

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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 $78,022

Program Service Revenue $6,000

Investment Income $36,390

Other Revenue $0

TOTAL REVENUE $120,412

Expense Breakdown

Grants Paid $5,700

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,664

Other Expenses $23,997

TOTAL EXPENSES $29,697

Year-over-Year Comparison

	2024	2023	Change
Revenue	$120,412	$91,751	+0.3%
Expenses	$29,697	$26,375	+0.1%
Net Income	$90,715	$65,376	+0.4%

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
REV DR SUSAN RUACH	PRESIDENT	003.00	Officer Director	$0	$0	$0
REV KARY MANN	VICE PRESIDENT	001.00	Officer Director	$0	$0	$0
REV DR CATHLEEN BURNETT	SECRETARY	008.00	Officer Director	$0	$0	$0
AMY JONES	TREASURER	002.00	Officer Director	$0	$0	$0
REV DR PAUL REITER	FINANCE CHAIR	002.00	Director	$0	$0	$0
REV DR PHYLIS TYLER	DIRECTOR	001.00	Director	$0	$0	$0
REV KATHY SAGE	DIRECTOR	001.00	Director	$0	$0	$0
LINDA HARPER	DIRECTOR	001.00	Director	$0	$0	$0
REV JOEL KURZ	DIRECTOR	001.00	Director	$0	$0	$0
SR SANDRA MORNINGSTAR	DIRECTOR	001.00	Director	$0	$0	$0
DAN DEVINE	DIRECTOR	001.00	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	$120,412	$29,697	$1,607,472	$90,715
2024	$91,751	$26,375	$1,443,264	$65,376
2023	$81,249	$29,034	$1,323,245	$52,215
2022	$68,386	$28,084	$1,213,382	$40,302
2021	$66,233	$26,924	$1,334,083	$39,309
2020	$89,982	$32,060	$1,115,736	$57,922

HERMITAGE SPIRITUAL RETREAT CENTER