TRUMBULL MANOR INC (EIN 680235497) - 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

1991

Legal Domicile

Principal Officer

Kevin Heaney

Phone

4158987436

Tax Period

2025-01-01 to 2025-12-31

TRUMBULL MANOR INC, founded in 1991, is a small nonprofit in the Unknown sector that reported $722K in total revenue in fiscal year 2025. Expenses of $664K left a modest 8% surplus.

Mission

Trumbull Manor owns and operates a retreat center at 50 Rica Vista, Novato, CA for retreats, classes and seminars on character formation, philosophy, theology and personal development in collaboration with the Personal Prelature of the Catholic Church, Opus Dei, which provides teachers, counselors, etc. for activities.

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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 (2025)

Revenue Breakdown

Contributions & Grants $101,523

Program Service Revenue $619,998

Investment Income $15

Other Revenue $134

TOTAL REVENUE $721,670

Expense Breakdown

Grants Paid $0

Salaries & Benefits $313,104

Fundraising Expenses $0

Program Expenses $512,555

Other Expenses $350,859

TOTAL EXPENSES $663,963

Year-over-Year Comparison

	2025	2024	Change
Revenue	$721,670	$726,788	0.0%
Expenses	$663,963	$815,720	-0.2%
Net Income	$57,707	$-88,932	-1.6%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Thomas Starr	Member	5	Director	$0	$0	$0
John Wildes	Member	1	Director	$0	$0	$0
Debbie Bonafede	Member	1	Director	$0	$0	$0
Aida Domingo	Member	1	Director	$0	$0	$0
Mercy Caprara	CFO	2	Officer Director	$0	$0	$0
Craig Deasy	Secretary	4	Officer Director	$0	$0	$0
Kevin Heaney	President	0	Officer Director	$0	$0	$0
Barbara Finzen	Vice-President	5	Officer Director	$0	$0	$0
Douglas Tatz	Member	1	Director	$0	$0	$0
Sharon Januzzi	Member	1	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	$721,670	$663,963	$2,227,730	$57,707
2024	$726,788	$815,720	$2,170,023	$-88,932
2023	$594,993	$740,396	$2,258,955	$-145,403
2022	$536,470	$766,210	$2,404,358	$-229,740
2021	$555,608	$662,580	$2,634,098	$-106,972
2020	$703,300	$403,135	$2,804,170	$300,165

TRUMBULL MANOR INC