SAINT EDWARD RETREAT CENTER (EIN 843366266) - 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

2019

Legal Domicile

Principal Officer

KENNETH LUND

Phone

8189494590

Tax Period

2024-01-01 to 2024-12-31

SAINT EDWARD RETREAT CENTER, founded in 2019, is a community nonprofit in the Religion sector that reported $2.3M in total revenue in fiscal year 2024. Revenue surged 167% from the prior year, signaling strong growth momentum. The organization ran a surplus of $904K, a strong 39% operating margin.

Mission

THE ORGANIZATION'S MISSION IS TO OFFER EDUCATIONAL PROGRAMS AIMED AT IMPROVEMENT OF THE WHOLE PERSON AND DEVELOPMENT OF EACH PERSON'S RELATIONSHIP WITH GOD FOR CATHOLIC SCHOOLS, NONPROFIT ORGANIZATIONS, AND UNDERSERVED CHILDREN AND ADULTS; OPERATE AND MAINTAIN A RETREAT CENTER AND PROGRAM FACILITY IN ACCORDANCE WITH THE CATHOLIC FAITH; AND CARRY ON OTHER ACTIVITIES ASSOCIATED WITH THESE PURPOSES.

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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 $1,578,860

Program Service Revenue $735,697

Investment Income $18,621

Other Revenue $0

TOTAL REVENUE $2,333,178

Expense Breakdown

Grants Paid $0

Salaries & Benefits $451,451

Fundraising Expenses $0

Program Expenses $1,103,394

Other Expenses $978,184

TOTAL EXPENSES $1,429,635

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,333,178	$874,135	+1.7%
Expenses	$1,429,635	$1,091,216	+0.3%
Net Income	$903,543	$-217,081	-5.2%

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

N/A

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
KENNETH LUND	CHAIRMAN; PRESIDENT; DIREC	5.00	Officer Director	$0	$0	$0
CHRISTINA DOERFLER	SECRETARY; DIRECTOR	5.00	Officer Director	$0	$0	$0
DARRYL BLUNK	TREASURER; DIRECTOR	1.50	Officer Director	$0	$0	$0
KATHLEEN LUND	DIRECTOR	1.00	Director	$0	$0	$0
MARK HEYDORFF	DIRECTOR	1.00	Director	$0	$0	$0
MIKE SMITH	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS P ROMANO	DIRECTOR	1.00	Director	$0	$0	$0
NATALIE M PETERSON	DIRECTOR	1.00	Director	$0	$0	$0
MARY LUND	DIRECTOR	1.00	Director	$0	$0	$0
REV CHRISTOPHER IWANCIO OFM CAP	DIRECTOR	1.00	Director	$0	$0	$0
MARY KAY GATES	DIRECTOR	1.00	Director	$0	$0	$0
JANE SCHROEDER	DIRECTOR	1.00	Director	$0	$0	$0
REV MATT ELSHOFF OFM CAP	DIRECTOR	1.00	Director	$0	$0	$0
REV KEN DEASY	DIRECTOR	1.00	Director	$0	$0	$0
RAY CALAME	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW BURGHDORF	DIRECTOR	1.00	Director	$0	$0	$0
JEFF HILGER	DIRECTOR	1.00	Director	$0	$0	$0
BETH HOUSTON	DIRECTOR	1.00	Director	$0	$0	$0
SHEILA COLLINS	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY EQUIVEL	DIRECTOR	1.00	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
2024	$2,333,178	$1,429,635	$1,950,586	$903,543
2023	$874,135	$1,091,216	$1,047,043	$-217,081
2022	$1,485,723	$1,045,513	$1,264,124	$440,210
2021	$1,094,335	$527,453	$823,914	$566,882
2020	$218,142	$271,110	$257,032	$-52,968

SAINT EDWARD RETREAT CENTER