Harmony Woods Retreat Center

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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

Legal Domicile

Phone

5099932968

Tax Period

2024-01-01 to 2024-12-31

Harmony Woods Retreat Center is a small nonprofit in the Religion sector that reported $200K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $90K, a strong 45% operating margin.

Mission

Harmony Woods Retreat Center is a community and refuge for healing, connection, and transformation personally & collectively. We cultivate compassion, celebrate diversity, and nurture harmony. As a 501c3 nonprofit, we seek to create affordability and accessibility within all of our programs.

Program Service Accomplishments

Program 1

Expenses: $99,746

Provide wellness and grief support retreats, individual counseling, and space for private stays or group spiritual, healing, or staff retreats.

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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 $122,812

Program Service Revenue $74,689

Investment Income $1

Other Revenue $2,794

TOTAL REVENUE $200,296

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,709

Fundraising Expenses $0

Program Expenses $99,746

Other Expenses $101,362

TOTAL EXPENSES $110,071

Year-over-Year Comparison

	2024	2023	Change
Revenue	$200,296	$169,273	+0.2%
Expenses	$110,071	$152,761	-0.3%
Net Income	$90,225	$16,512	+4.5%

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
Gail Daehlin	Vice President	5.00	Director	$0	$0	$0
Bill Keizer	President	1.00	Director	$0	$0	$0
Sheri Keizer	Director	3.00	Director	$0	$0	$0
Laura Kortus	Treasurer	3.00	Director	$0	$0	$0
Christi Ortiz	COO	32.00	Director	$0	$0	$0
Fernando Ortiz	Trustee	2.00	Director	$0	$0	$0
Julie Layden	Trustee	2.00	Director	$0	$0	$0
Jeff Tawney	Trustee	2.00	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	$200,296	$110,071	$111,620	$90,225