VEDANTA SPIRITUAL & HOLISTIC RETREAT (EIN 472154510) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

Deepak Swarup

Phone

6615486424

Tax Period

2024-01-01 to 2024-12-31

VEDANTA SPIRITUAL & HOLISTIC RETREAT, founded in 2015, is a small nonprofit in the Education sector that reported $295K in total revenue in fiscal year 2024.

Mission

Our purpose and vision is to create a sacred space where individuals can embark on a transformative journey of self-discovery, spiritual growth, and inner healing. We strive to provide a nurturing environment that fosters connection, mindfulness, and inner peace. Through immersive experiences, guided practices, and spiritual teachings, we aim to inspire and empower individuals to awaken their highest potential, deepen their connection to the divine, and cultivate a profound sense of purpose and joy in their lives. Our vision is to be a beacon of light, guiding souls towards spiritual awakening, personal transformation, and a harmonious relationship with themselves, others, and the world around them.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $148,441

Program Service Revenue $146,278

Investment Income $0

Other Revenue $0

TOTAL REVENUE $294,719

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $124,228

Other Expenses $286,033

TOTAL EXPENSES $286,033

Year-over-Year Comparison

	2024	2023	Change
Revenue	$294,719	$291,016	+0.0%
Expenses	$286,033	$283,718	+0.0%
Net Income	$8,686	$7,298	+0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
DEEPAK SWARUP	PRESIDENT	40	Director	$0	$0	$0
KRISTIN ENGLISH	PROGRAM DIRECTOR	30	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	$294,719	$286,033	$25,564	$8,686
2023	$291,016	$283,718	$10,978	$7,298
2022	$297,049	$308,535	$22,228	$-11,486

VEDANTA SPIRITUAL & HOLISTIC RETREAT