KEVALA RETREAT (EIN 431920530) - 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

2001

Legal Domicile

Principal Officer

Robert Larson

Phone

6083772784

Tax Period

2024-01-01 to 2024-12-31

KEVALA RETREAT, founded in 2001, is a small nonprofit in the Religion sector that reported $187K in total revenue in fiscal year 2024. Net assets of $671K represent 43 months of operating reserves.

Mission

Buddhist religious education and practice.

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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 $182,616

Program Service Revenue $1,800

Investment Income $3,002

Other Revenue $0

TOTAL REVENUE $187,418

Expense Breakdown

Grants Paid $11,996

Salaries & Benefits $138,745

Fundraising Expenses $0

Program Expenses $135,107

Other Expenses $34,930

TOTAL EXPENSES $185,671

Year-over-Year Comparison

	2024	2023	Change
Revenue	$187,418	$178,158	+0.1%
Expenses	$185,671	$170,419	+0.1%
Net Income	$1,747	$7,739	-0.8%

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

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

$126,000

Total Directors

$126,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robert Larson	President & Resident Teacher	40	Officer Director	$90,000	$0	$90,000
Jo Marie Thompson	Secretary/Treasurer & Director	20	Officer Director	$36,000	$0	$36,000
Rodney Sanchez	Vice President	2	Officer Director	$0	$0	$0
Bethany Sanchez	Director	2	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	$187,418	$185,671	$671,588	$1,747
2023	$178,158	$170,419	$669,735	$7,739
2022	$176,155	$126,845	$668,922	$49,310
2021	$145,953	$124,960	$658,089	$20,993
2020	$161,205	$126,727	$672,722	$34,478

KEVALA RETREAT