Civic Intelligence

Trinity Retreat House Inc

EIN 31-1678854 • 501(c)3 • Scottsdale, AZ

Profile

Provide Spiritual Retreat Facility

13446 E Estrella AveScottsdale, AZ 85259

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

69th percentile

0.02x

Higher debt load relative to assets than 69% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

77th percentile

0.04x

Higher debt load relative to revenue than 77% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

18th percentile

-33%

Higher net margin than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

37th percentile

-13%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

19th percentile

-49%

Faster revenue growth than 19% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$174,042

Down $25,610 (-13%) from 2023

Liabilities

Up

$2,928

Up $148 (+5.3%) from 2023

Net Assets

Down

$171,114

Down $25,758 (-13%) from 2023

Operations
Liabilities / Revenue77th percentileNet Margin18th percentile

Revenue

Down

$74,053

Down $69,749 (-49%) from 2023

Expenses

Up

$98,342

Up $20,723 (+27%) from 2023

Net Income

Down

-$24,289

Down $90,472 (-137%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2020: $700,808Liabilities 2020: $0Net Assets 2020: $700,8082020Assets 2021: $714,048Liabilities 2021: $1,675Net Assets 2021: $712,3732021Assets 2022: $703,864Liabilities 2022: $2,639Net Assets 2022: $701,2252022Assets 2023: $199,652Liabilities 2023: $2,780Net Assets 2023: $196,8722023Assets 2024: $174,042Liabilities 2024: $2,928Net Assets 2024: $171,1142024

Highlighted filing

2024

Assets$174,042
Liabilities$2,928
Net Assets$171,114
Open 2024 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2020: $57,383Expenses 2020: $73,424Net Income 2020: -$16,0412020Revenue 2021: $65,547Expenses 2021: $74,353Net Income 2021: -$8,8062021Revenue 2022: $86,839Expenses 2022: $97,984Net Income 2022: -$11,1452022Revenue 2023: $143,802Expenses 2023: $77,619Net Income 2023: $66,1832023Revenue 2024: $74,053Expenses 2024: $98,342Net Income 2024: -$24,2892024

Highlighted filing

2024

Revenue$74,053
Expenses$98,342
Net Income-$24,289
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$174,042
Liabilities
$2,928
Net assets
$171,114
Revenue
$74,053
Expenses
$98,342
Net income
-$24,289
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.74$0.03$1.71$0.74$0.98$0.24
2023Detailed filing. Detailed filing data is available for this year.$2.00$0.03$1.97$1.44$0.78$0.66
2022Detailed filing. Detailed filing data is available for this year.$7.04$0.03$7.01$0.87$0.98$0.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.14$0.02$7.12$0.66$0.74$0.09
2020Detailed filing. Detailed filing data is available for this year.$7.01$0.00$7.01$0.57$0.73$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Feb 8, 2025
Return Version
2023v6.0
Gross Receipts
$74,053
Mission and Program Overview

Mission

Provides spiritual retreat facility.

Provide Spiritual Retreat Facility

Program Services

DescriptionGrantsExpenses
Provide Spiritual Retreat Facility$1,470$91,942
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cherie CalbomSecretary-$0--
Reverend Father John CalbomDirector-$0--
Filing and Contact Details

Filer

Filer Name
Trinity Retreat House Inc
EIN
31-1678854
Phone
4806873655
Address
13446 E Estrella Ave, Scottsdale, AZ 85259

Signing Officer

Name
Cherie Calbom
Title
Secretary
Signed
2025-02-08
Discuss with paid preparer
Yes

Preparer

Firm
Accurate Tax & Accounting Services PLLC
Address
12625 N Saguaro Blvd Ste 113, Fountain Hills, AZ 85268
Preparer
Mark W Daniels II
Phone
4808375351
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1105”

Other Expenses.1009

“Depreciation $6700”

Other Expenses.1012

“Insurance $435”

Other Expenses.1

“Retreat Exp $50778”

Other Expenses.2

“Redmond Expenses $10469”

Other Expenses.3

“Utilities $8814”

Other Expenses.4

“Air Cond $7998”

Other Expenses.5

“Medical $3100”

Other Expenses.6

“Auto $2851”

Other Expenses.7

“Warrenty $1673”

Other Expenses.8

“Pest Control $1267”

Other Expenses.9

“Housing Allow $1000”

Other Expenses.10

“Repairs $971”

Other Expenses.11

“Bank Fees $215”

Other Expenses.12

“Window Cleaning $213”

Other Expenses.13

“License & Fees $20”

Other Assets.1003

“Machinery and Equipment - Beginning $9479 Machinery and Equipment - Ending $7109”

Other Assets.1

“Other - Beginning $6937 Other - Ending $6937”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $2780 Accounts Payable and Accrued Expenses - Ending $2928”

Raw XML Appendix180 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Window Cleaning $213
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Cherie Calbom
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Trinity Retreat House Inc
ReturnHeader/Filer/BusinessNameControlTxt0TRIN
ReturnHeader/Filer/EIN0311678854
ReturnHeader/Filer/PhoneNum04806873655
ReturnHeader/Filer/USAddress/AddressLine1Txt013446 E Estrella Ave
ReturnHeader/Filer/USAddress/CityNm0Scottsdale
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085259
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0843154883
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Accurate Tax & Accounting Services PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012625 N Saguaro Blvd Ste 113
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fountain Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085268
ReturnHeader/PreparerPersonGrp/PhoneNum04808375351
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Mark W Daniels II
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-02-08T14:17:17-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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