Sacred Heart Retreat House Inc

Sacred Heart Retreat House Inc maintains stable finances with no reported officer compensation.

EIN: 113835568 · Alhambra, CA · Updated: 2026-03-28

$2.6MRevenue
$2.5MGross Revenue
$2.1MAssets
85/100Mission Score (Excellent)
Sacred Heart Retreat House Inc Financial Summary
MetricValue
Total Revenue$2.6M
Total Expenses$1.6M
Program Spending90%
Net Assets$1.8M
Transparency Score85/100

Search Intent Cockpit

Sacred Heart Retreat House Inc Form 990, Revenue, CEO Pay, and IRS Filing Signals

Sacred Heart Retreat House Inc is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around Sacred Heart Retreat House Inc in one place.

Form 990 Filing Summary

14 filing years are available, with latest revenue of $1.6M and expenses of $1.6M.

Revenue and Expenses

Sacred Heart Retreat House Inc reported $1.6M in revenue and $1.6M in expenses, a deficit of $44K.

Executive Compensation

Officer, director, trustee, and key employee pay is reviewed from IRS 990 compensation disclosures when present.

Charity Score and Red Flags

85/100 mission score, 0 red flags, and 5 strengths are shown from structured and AI review.

Is Sacred Heart Retreat House Inc Legit?

Appears Legitimate

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
NoneRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

IRS 990 Data Cockpit

Where the Money Comes From and Where It Goes

PendingDonor/Grant Funding
90%Program Expense
$0Grants Paid
14Stored Filing Years

Revenue Source Mix

Revenue-source line items are not available on the stored filing yet. Future ingestion now preserves contribution, program-revenue, and investment-income fields when ProPublica provides them.

Expense Deployment

Sacred Heart Retreat House Inc Expense Deployment
Program services$1.4M (90%)

Across stored filings, Sacred Heart Retreat House Inc shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.

Decision Cockpit

One-Stop Donor, Research, and Peer Context Hub

Sacred Heart Retreat House Inc Donor Decision Matrix
Decision LensSignalWhat to Inspect Next
LegitimacyAppears LegitimateGood filing record; no red flags identified
Mission spend90% to programsExcellent
Financial durabilityGrade B14 stored filing years
Peer contextCompare with Butte County Fire Safe CouncilCalifornia and category context

Trust Check

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90% of spending goes to programs.

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Sacred Heart Retreat House Inc directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Sacred Heart Retreat House Inc

Sacred Heart Retreat House Inc (EIN: 113835568) is a nonprofit organization based in Alhambra, CA. The organization reported total revenue of $2.6M and total assets of $2.1M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Sacred Heart Retreat House Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

80Years Operating
Mid-SizeSize Classification
14Years of Filings
MixedRevenue Trajectory

Sacred Heart Retreat House Inc is a mid-size nonprofit that has been operating for 80 years, with 14 years of IRS 990 filings on record (2010–2023). Revenue has grown at a compound annual rate of 2.0%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$1.6M
Total Expenses$1.6M
Surplus / Deficit$-43,775
Total Assets$2.0M
Total Liabilities$127K
Net Assets$1.8M
Operating Margin-2.8%
Debt-to-Asset Ratio6.4%
Months of Reserves14.8 months

Financial Health Grade: B

In 2023, Sacred Heart Retreat House Inc reported a deficit of $44K with expenses exceeding revenue, holds 14.8 months of operating reserves (strong position), has a debt-to-asset ratio of 6.4% (very low leverage).

Financial Trends

Over 14 years of filings (2010–2023), Sacred Heart Retreat House Inc's revenue has grown at a compound annual growth rate (CAGR) of 2.0%.

YearRevenue ChangeExpense ChangeAsset Change
2023-6.1%+17.8%-0.1%
2022+28.1%+26.1%+14.9%
2021-50.4%-57.4%+9.0%
2020-1.5%-7.8%+3.0%
2019+3.0%+1.4%-4.6%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1946

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

Sacred Heart Retreat House Inc demonstrates consistent financial operations, with revenues generally tracking expenses over the past decade. While there have been fluctuations, such as a dip in revenue to $1,290,961 in 2021 and a peak of $2,644,699 in 2019, the organization has maintained a stable asset base, hovering around $1.5 million to $2 million. The latest filing (202307) shows expenses slightly exceeding revenue ($1,596,413 vs. $1,552,638), which is a minor deficit but not indicative of significant financial distress given the overall asset position of $1,972,814. The consistent reporting of 0% officer compensation across all available filings suggests a strong commitment to directing funds towards the organization's mission rather than executive salaries, which is a positive indicator of financial health and efficiency. The organization's liabilities have remained relatively low compared to its assets, indicating a healthy balance sheet.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Sacred Heart Retreat House Inc with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 7%
  • programs: 90%
  • fundraising: 3%

According to IRS 990 filings, Sacred Heart Retreat House Inc allocates its expenses as follows: admin: 7%, programs: 90%, fundraising: 3%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$1.6MTotal Revenue
$1.6MTotal Expenses
$2.0MTotal Assets
$127KTotal Liabilities
$1.8MNet Assets
  • The organization reported a deficit of $44K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 6.4%.

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all available filings, indicating that no officers receive salaries from the organization. This is a highly positive sign, suggesting that leadership is either volunteer-based or compensated through other means, allowing a greater proportion of funds to be directed towards the organization's mission.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Strengths

The following positive indicators were identified for Sacred Heart Retreat House Inc:

  • Consistent 0% officer compensation across all filings, indicating high efficiency in leadership costs.
  • Stable asset base, consistently around $1.5 million to $2 million, demonstrating financial resilience.
  • Revenues generally cover expenses, with minor deficits in some years not impacting overall financial stability.
  • Relatively low liabilities compared to assets, indicating a healthy balance sheet.
  • Long history of consistent IRS 990 filings (14 filings), suggesting good transparency and compliance.

Frequently Asked Questions about Sacred Heart Retreat House Inc

Is Sacred Heart Retreat House Inc a legitimate charity?

Sacred Heart Retreat House Inc (EIN: 113835568) is a registered tax-exempt nonprofit based in California. Our AI analysis gives it a Mission Score of 85/100. It has 14 years of IRS 990 filings on record. Total revenue: $2.6M. No red flags identified. 5 strengths noted. Financial health grade: B.

How does Sacred Heart Retreat House Inc spend its money?

Sacred Heart Retreat House Inc directs 90% of its spending to programs and services. Fundraising costs 3%. This exceeds the 65% industry benchmark.

Are donations to Sacred Heart Retreat House Inc tax-deductible?

Sacred Heart Retreat House Inc is registered as a tax-exempt nonprofit (EIN: 113835568). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Sacred Heart Retreat House Inc's spending goes to programs?

Sacred Heart Retreat House Inc directs 90% to programs, 3% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

Where is Sacred Heart Retreat House Inc located?

Sacred Heart Retreat House Inc is headquartered in Alhambra, California and files with the IRS under EIN 113835568.

How many years of IRS 990 filings does Sacred Heart Retreat House Inc have?

Sacred Heart Retreat House Inc has 14 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $2.6M in total revenue.

Is Sacred Heart Retreat House Inc a good charity?

Based on the available financial data, Sacred Heart Retreat House Inc appears to be a well-managed organization. Its consistent reporting of 0% officer compensation, stable asset base, and revenues generally covering expenses are strong positive indicators. The organization's financial health seems robust, making it a potentially good charity.

How has Sacred Heart Retreat House Inc's revenue trended over the last few years?

Sacred Heart Retreat House Inc's revenue has shown some variability. It peaked around $2.6 million in 2019 and 2020, then dipped to $1.29 million in 2021, before recovering to $1.65 million in 2022 and $1.55 million in 2023. This indicates some fluctuation but a general recovery from the 2021 low.

What is the organization's approach to executive compensation?

The organization consistently reports 0% officer compensation in all available IRS 990 filings. This suggests a strong commitment to minimizing administrative overhead related to executive salaries and maximizing resources for programmatic activities.

Filing History

IRS 990 filing history for Sacred Heart Retreat House Inc showing financial trends over 14 years of public records:

Over 14 years of IRS 990 filings (2010–2023), Sacred Heart Retreat House Inc's revenue has grown by 28.5%, moving from $1.2M to $1.6M. Total assets decreased by 0.7% over the same period, from $2.0M to $2.0M. Total functional expenses rose by 32.9%, from $1.2M to $1.6M. In its most recent filing year (2023), Sacred Heart Retreat House Inc reported a deficit of $44K, with expenses exceeding revenue. The organization holds $127K in liabilities against $2.0M in assets (debt-to-asset ratio: 6.4%), resulting in net assets of $1.8M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $1.6M $1.6M $2.0M $127K
2022 $1.7M $1.4M $2.0M $86K
2021 $1.3M $1.1M $1.7M $128K
2020 $2.6M $2.5M $1.6M $202K
2019 $2.6M $2.7M $1.5M $238K View 990
2018 $2.6M $2.7M $1.6M $220K View 990
2017 $2.5M $2.6M $1.6M $101K View 990
2016 $1.5M $1.6M $1.7M $107K View 990
2015 $1.4M $1.4M $1.8M $94K View 990
2014 $1.5M $1.5M $1.8M $132K View 990
2013 $909K $827K $1.8M $70K View 990
2012 $1.3M $1.7M $2.1M $441K View 990
2011 $1.3M $1.3M $2.1M $71K View 990
2010 $1.2M $1.2M $2.0M $43K View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $1.6M, expenses of $1.6M, and assets of $2.0M (revenue -6.1% year-over-year).
  • 2022: Revenue of $1.7M, expenses of $1.4M, and assets of $2.0M (revenue +28.1% year-over-year).
  • 2021: Revenue of $1.3M, expenses of $1.1M, and assets of $1.7M (revenue -50.4% year-over-year).
  • 2020: Revenue of $2.6M, expenses of $2.5M, and assets of $1.6M (revenue -1.5% year-over-year).
  • 2019: Revenue of $2.6M, expenses of $2.7M, and assets of $1.5M (revenue +3.0% year-over-year).
  • 2018: Revenue of $2.6M, expenses of $2.7M, and assets of $1.6M (revenue +2.4% year-over-year).
  • 2017: Revenue of $2.5M, expenses of $2.6M, and assets of $1.6M (revenue +63.7% year-over-year).
  • 2016: Revenue of $1.5M, expenses of $1.6M, and assets of $1.7M (revenue +6.9% year-over-year).
  • 2015: Revenue of $1.4M, expenses of $1.4M, and assets of $1.8M (revenue -4.7% year-over-year).
  • 2014: Revenue of $1.5M, expenses of $1.5M, and assets of $1.8M (revenue +65.5% year-over-year).
  • 2013: Revenue of $909K, expenses of $827K, and assets of $1.8M (revenue -32.1% year-over-year).
  • 2012: Revenue of $1.3M, expenses of $1.7M, and assets of $2.1M (revenue +-0.0% year-over-year).
  • 2011: Revenue of $1.3M, expenses of $1.3M, and assets of $2.1M (revenue +10.9% year-over-year).
  • 2010: Revenue of $1.2M, expenses of $1.2M, and assets of $2.0M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Sacred Heart Retreat House Inc:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing 2010 Filing

Data Sources and Methodology

This transparency report for Sacred Heart Retreat House Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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