LA CASA DE MARIA 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

Formation Year

2023

Legal Domicile

Principal Officer

SHERRY PURCELL

Phone

8059695031

Tax Period

2024-01-01 to 2024-12-31

LA CASA DE MARIA RETREAT CENTER, founded in 2023, is a small nonprofit in the Arts, Culture & Humanities sector that reported $365K in total revenue in fiscal year 2024. The organization ran a surplus of $175K, a strong 48% operating margin.

Mission

LA CASA DE MARIA RETREAT CENTER SHALL SERVE AS A SANCTUARY OF PEACE WHERE ALL MAY STRENGTHEN PURPOSE, BUILD COMMUNITY, AND FOSTER A CULTURE OF SOCIAL JUSTICE AND RESPECT FOR EARTH.

Program Service Accomplishments

Program 1

Expenses: $163,586

OFFER CHARITABLE AND EDUCATIONAL RETREATS FOR INDIVIDUALS AND GROUPS LED BY EXPERIENCED FACILITATORS AND INSTRUCTORS AND FOCUS ON INDIVIDUAL, ORGANIZATIONAL AND SOCIETAL TRANSFORMATION IN AREAS SUCH AS ECOLOGY, SOCIAL JUSTICE, ANTI-RACISM, AND SIMILAR. DURING 2024, THE ORGANIZATION WAS IN THE INITIAL STAGE OF PROGRAM AND INFRASTRUCTURE DEVELOPMENT. DURING 2024, THE ORGANIZATION WAS IN THE INITIAL STAGE OF PROGRAM AND INFRASTRUCTURE DEVELOPMENT.

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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 $364,900

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $364,900

Expense Breakdown

Grants Paid $0

Salaries & Benefits $120,964

Fundraising Expenses $0

Program Expenses $163,586

Other Expenses $68,717

TOTAL EXPENSES $189,681

Year-over-Year Comparison

	2024	2023	Change
Revenue	$364,900	N/A	N/A
Expenses	$189,681	N/A	N/A
Net Income	$175,219	$0	N/A

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

$92,250

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VIVIAN ENGEL	CHAIR	10.00	Officer Director	$0	$0	$0
JULIET SPOHN TWOMEY	SECRETARY	5.00	Officer Director	$0	$0	$0
CATHERINE SPEARS	TREASURER	5.00	Officer Director	$0	$0	$0
CURTIS SKENE	DIRECTOR	2.00	Director	$0	$0	$0
DENNIS STRUM	CHAIR	10.00	Officer Director	$0	$0	$0
EYDIE GIBSON	SECRETARY	5.00	Officer Director	$0	$0	$0
CLAIRE BLOHM	TREASURER	5.00	Officer Director	$0	$0	$0
SCOTT MULLEN	DIRECTOR	2.00	Director	$0	$0	$0
BOB WILLIAMS	DIRECTOR	2.00	Director	$0	$0	$0
JEAN HOLSTEN	EXECUTIVE DIRECTOR	40.00	Officer	$92,250	$0	$92,250

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	$364,900	$189,681	$178,213	$175,219