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Nonprofiteer
← SACRED HEART RETREAT HOUSE INC

Form 990 for tax year 2022

Filed by SACRED HEART RETREAT HOUSE INC.

Totals

Total revenue
$1,552,638
Total expenses
$1,596,413
Contributions and grants received
$650,117
Grants paid
$0
Program service revenue
$889,317
Investment income
$82
Other revenue
$13,122
Total assets, end of year
$1,972,814
Total liabilities, end of year
$126,937
Net assets or fund balances, end of year
$1,845,877
Program services expenses (Part IX)
$1,327,002
Management and general expenses
$264,947
Fundraising expenses
$4,464
Program service expenses (Part III)
$1,327,002

Program services were 83.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $301,522

  • 1f · All other contributions, gifts and grants

    $348,595

  • 2a · Program service revenue: RETREAT REVENUE

    total $889,317 · related or exempt $889,317

  • 3 · Investment income

    total $82 · excluded $82

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $301,522

  • 8b · Fundraising events: direct expenses

    $58,255

  • 8c · Net income from fundraising events

    total -$58,255 · excluded -$58,255

  • 10a · Gross sales of inventory

    $123,002

  • 10b · Cost of goods sold

    $62,661

  • 10c · Net income from sales of inventory

    total $60,341 · excluded $60,341

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $11,036 · related or exempt $11,036

  • 11e · Other revenue, total

    $11,036

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $500,121 · program services $444,635 · management and general $55,486

  • 8 · Pension plan contributions

    total $1,089 · program services $1,089

  • 9 · Other employee benefits

    total $97,467 · program services $90,096 · management and general $7,371

  • 10 · Payroll taxes

    total $22,519 · program services $22,519

  • 11a · Fees: management

    total $128,807 · management and general $128,807

  • 11b · Fees: legal

    total $2,864 · management and general $2,864

  • 11g · Fees: other

    total $278,755 · program services $272,038 · management and general $6,717

  • 16 · Occupancy

    total $220,773 · program services $185,110 · management and general $35,663

  • 22 · Depreciation, depletion and amortization

    total $94,645 · program services $91,805 · management and general $2,840

  • 23 · Insurance

    total $13,537 · management and general $13,537

  • 24a · Other expenses: MISCELLANEOUS EXPENSES

    total $183,664 · program services $169,468 · management and general $10,105 · fundraising $4,091

  • 24b · Other expenses: SUPPLIES

    total $41,009 · program services $39,963 · management and general $673 · fundraising $373

  • 24c · Other expenses: LEASES AND RENTALS

    total $11,163 · program services $10,279 · management and general $884

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $730,340 · end of year $934,792

  • 2 · Savings and temporary cash investments

    beginning of year $153,570 · end of year $41,390

  • 3 · Pledges and grants receivable

    beginning of year $8,460 · end of year $14,985

  • 4 · Accounts receivable

    beginning of year $114,008 · end of year $16,807

  • 8 · Inventories for sale or use

    beginning of year $39,302 · end of year $45,595

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,393 · end of year $374

  • 10a · Land, buildings and equipment: cost or other basis

    $2,613,349

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,694,478

  • 10c · Land, buildings and equipment, net

    beginning of year $926,244 · end of year $918,871

  • 17 · Accounts payable and accrued expenses

    beginning of year $51,886 · end of year $50,533

  • 19 · Deferred revenue

    beginning of year $33,779 · end of year $76,404

  • 27 · Net assets without donor restrictions

    beginning of year $1,697,173 · end of year $1,665,700

  • 28 · Net assets with donor restrictions

    beginning of year $192,479 · end of year $180,177

Mission and programs · 2022

Mission

PROMOTING A DEEPER SPIRITUAL LIFE AMONG GOD'S PEOPLE.

Activities or mission (Part I)

FOR OVER 75 YEARS, THE RETREAT HOUSE IS A SPIRITUAL OASIS, BRINGING GOD'S PEOPLE TO A DEEPER UNION WITH HIM THROUGH SPECIALIZED RETREATS, AND TO SUPPORT FAMILY LIFE THROUGH EDUCATIONAL PROGRAMS.

  • SACRED HEART RETREAT HOUSE, INC. (SHRH) OPERATES THE SACRED HEART RETREAT HOUSE AND SAINT JOSEPH CAMPUS FACILITIES. RESTING ON FOUR AND A HALF ACRES LACED WITH BEAUTIFUL GARDENS, FOUNTAINS AND GROTTOS, SHRH PROVIDES A SPIRITUAL OASIS FOR PEOPLE OF ALL AGES AND WALKS OF LIFE, WHO COME TO EXPERIENCE QUIET AND SOLITUDE AND TO DEEPEN THEIR UNION WITH GOD THROUGH PRAYER. THE CARMELITE SISTERS OF THE MOST SACRED HEART OF LOS ANGELES (CSMSHLA) AT SACRED HEART RETREAT HOUSE SEEK TO FOSTER THE SPIRITUAL LIVES OF THOSE WITH WHOM AND FOR WHOM THEY WORK BY FACILITATING AN ENCOUNTER WITH GOD THROUGH EXTENDED AND DAY RETREATS, CLASSES, WORKSHOPS, AND CONFERENCES TO INDIVIDUALS AND GROUPS OF ALL AGES. SHRH OFFERS PROGRAMS IN KEEPING WITH THE MAGISTERIUM OF THE CATHOLIC CHURCH BY PROVIDING FACILITIES FOR BOTH SILENT AND INTERACTIVE.

    Expenses $1,327,002 · Revenue $900,353

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Sister Marie Andre Petit

    PRESIDENT

    Total calculated
    $0
    Hours/week
    40

  • Sister Pia Kuratomi

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Sister Joseph Francesca Gosselin

    TREASURER

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • CARMELITE SISTERS OF THE MOST SACRED HEART OF LOS ANGELES INC

    501(C)(3) · RELIGIOUS ORDER · CA

  • MARYCREST MANOR

    501(C)(3) · NURSING HOME · CA

    Directly controlled by MOUNT CARMEL HEALTH MINISTRIES

  • LITTLE FLOWER CENTER

    501(C)(3) · CHILDCARE · CA

    Directly controlled by FLOS CARMELI FORMATION CENTERS INC

  • SANTA TERESITA INC

    501(C)(3) · SKILLED NURSING/ASSISTED LIVING · CA

    Directly controlled by MOUNT CARMEL HEALTH MINISTRIES

  • AVILA GARDENS INC

    501(C)(3) · INDEPENDENT LIVING FACILITY · CA

    Directly controlled by MOUNT CARMEL HEALTH MINISTRIES

  • MOUNT CARMEL HEALTH MINISTRIES

    501(C)(3) · RELIGIOUS · CA

    Directly controlled by CARMELITE SISTERS OF THE MOST SACRED HEART

  • MOUNT CARMEL IN THE DESERT INC

    501(C)(3) · OPERATES CHILDCARE, SCHOOLS, AND RELIGIOUS EDUCATION · CA

    Directly controlled by CARMELITE SISTERS OF THE MOST SACRED HEART

  • FLOS CARMELI FORMATION CENTERS

    501(C)(3) · OPERATES CHILDCARE, SCHOOLS, AND RELIGIOUS EDUCATION · CA

    Directly controlled by CARMELITE SISTERS OF THE MOST SACRED HEART

  • CARMELITE SISTERS OF THE MOST SACRED HEART OF MONROVIA

    501(C)(3) · RELIGIOUS · CA

    Directly controlled by CARMELITE SISTERS OF THE MOST SACRED HEART

  • CARMELITE SISTERS FOUNDATION INC

    501(C)(3) · RELIGIOUS · CA

    Directly controlled by CARMELITE SISTERS OF THE MOST SACRED HEART

  • CARMELITE SISTERS OF THE MOST SACRED HEART OF LOS ANGELES EDUCATION INC

    501(C)(3) · OPERATES CHILDCARE, SCHOOLS, AND RELIGIOUS EDUCATION · CA

    Directly controlled by FLOS CARMELI FORMATION CENTERS INC

Provenance

Return type
form_990
Tax year
2022
Filed
12 June 2024
IRS schema version
2022v5.0
Source object
202431669349301728

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