2025-05-01T10:31:52-05:00 2024-07-31 410746749 CLIFTONLARSONALLEN LLP 301 NORTH LAKE AVENUE PASADENA CA 91101 990 2023-08-01 113835568 SACRED HEART RETREAT HOUSE INC SACR 6262891353 920 E ALHAMBRA RD ALHAMBRA CA 91801 SISTER MEREDITH BOQUIREN ADMINISTRATOR 6262891353 2025-04-28 1 1 SHALINI SAIDHA P01959812 6267933600 2025-04-02 2023 2025-03-06 01:10:19Z SISTER MEREDITH BOQUIREN 920 EAST ALHAMBRA ROAD ALHAMBRA CA 918012799 2576484 0 X WWW.SACREDHEARTRETREATHOUSE.COM X 2008 CA TO BRINGING GOD'S PEOPLE TO A DEEPER UNION THROUGH SPECIALIZED RETREATS. 3 3 16 154 0 0 650117 1595635 889317 837802 82 32 13122 26423 1552638 2459892 0 0 0 0 621196 760501 0 0 46862 975217 1607830 1596413 2368331 -43775 91561 1972814 2082957 126937 145519 1845877 1937438 PROMOTING A DEEPER SPIRITUAL LIFE AMONG GOD'S PEOPLE. 0 0 1792237 0 837802 SACRED HEART RETREAT HOUSE, INC. (SHRH) OPERATES THE SACRED HEART RETREAT HOUSE. 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. 1792237 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 9 0 1 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 CA X GLEN FORTICH 6262891353 931 BUENA VISTA STREET SUITE 402 DUARTE CA 91010 X SISTER MEREDITH BOQUIREN PRESIDENT 40.00 X X 0 0 0 SISTER GIANNA HEINEMANN SECRETARY 2.00 X X 0 0 0 SISTER JOSEPH FRANCESCA GOSSELIN TREASURER 2.00 X X 0 0 0 0 0 0 0 0 0 0 0 388993 853620 353022 1595635 RETREAT REVENUE 721000 837802 837802 837802 32 32 0 388993 48270 -48270 -48270 134540 68322 66218 66218 MISCELLANEOUS INCOME 900099 8475 8475 8475 2459892 837802 0 26455 621844 367665 207317 46862 2240 2240 88258 81197 7061 48159 48159 131764 131764 824 824 176595 115077 61518 944367 908903 35464 96624 93586 3038 15474 15474 MISCELLANEOUS EXPENSES 221418 155595 65823 SUPPLIES 20249 19341 908 BANK CHARGES 515 474 41 2368331 1792237 529232 46862 934792 1094822 41390 41420 14985 7300 16807 8969 45595 48422 374 7269 2643815 1791102 918871 852713 0 22042 1972814 2082957 50533 56933 76404 88586 126937 145519 X 1665700 1802868 180177 134570 1845877 1937438 1972814 2082957 91561 0 X 1 X 0 0 0 X 1784418 1020070 808977 650117 1595635 5859217 714352 265870 833503 889317 837802 3540844 2498770 1285940 1642480 1539434 2433437 9400061 0 0 0 9400061 140749 21480 80882 123084 134572 500767 140749 21480 80882 123084 134572 500767 28804 -15472 -32904 -58255 -48270 -126097 11904 3068 2064 11036 8475 36547 2680227 1295016 1692522 1615299 2528214 9811278 0.95810 0.82090 0.05100 0.00320 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 11,904. 2020 AMOUNT: $ 3,068. 2021 AMOUNT: $ 2,064. 2022 AMOUNT: $ 11,036. 2023 AMOUNT: $ 8,475. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1655985 811052 844933 857412 857412 0 130418 122638 7780 852713 ST. JOSEPH NIGHT 177909 177909 2576 17368 5033 FALL APPEAL 148035 148035 16573 1 63049 63049 750 666 5304 388993 388993 750 2576 18034 26910 48270 -48270 FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF SACRED HEART RETREAT HOUSE , INC. IS FLOS CARMELI FORMATION CENTERS, INC., A CALIFORNIA NONPROFIT PUBLIC BENEFIT RELIGIOUS CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A ALL OF THE BUSINESS AND AFFAIRS OF THE ORGANIZATION ARE MANAGED AND CONTROLLED BY THE BOARD OF DIRECTORS, EXCEPT THAT CERTAIN POWERS ARE RESERVED TO THE MEMBERS AS DEFINED BY THE BYLAWS. THE POWERS RESERVED TO THE MEMBERS MAY BE INITIATED AND EXCERCISED BY THE MEMBERS OR, IF INITIATED BY THE BOARD OF DIRECTORS OF THIS ORGANIZATION, MUST BE SUBMITTED TO AND RECEIVE THE APPROVAL OF THE MEMBERS, AND THE ACTION OF THE MEMBERS ON SUCH MATTERS SHALL BE FINAL. FORM 990, PART VI, SECTION A, LINE 7B SEE EXPLANATION FOR FORM 990, PART VI, SECTION A, LINE 7A FORM 990, PART VI, SECTION A, LINE 8B THERE WERE NO COMMITTEES AUTHORIZED TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE ADMINISTRATOR AND BOARD OF DIRECTORS REVEW THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO ANY OFFICER, KEY EMPLOYEE AND BOARD MEMBERS WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST. ON AN ANNUAL BASIS, ALL BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES SIGN THE CONFLICT OF INTEREST POLICY AGREEING THAT THEY HAVE RECEIVED AND UNDERSTAND THE POLICY. THIS IS NORMALLY DOCUMENTED AT THE FIRST BOARD MEETING OF THE YEAR. WHERE A POTENTIAL CONFLICT OF INTEREST EXISTS, IT SHALL BE THE RESPONSIBILITY OF THE PERSON INVOLVED OR ANY OTHER PERSON WITH KNOWLEDGE TO NOTIFY THE BOARD OF TRUSTEES OF THE POTENTIAL CONFLICT, SO THAT THE BOARD OF TRUSTEES CAN PROVIDE SUCH GUIDANCE AND TAKE SUCH ACTION AS IT SHALL DEEM APPROPRIATE. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. VIOLATIONS OF THE CONFLICTS OF INTEREST POLICY - IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION INCLUDING BUT NOT LIMITED TO ABSTAIN FROM VOTE AND REMEDY THE CONFLICT. THE INDIVIDUAL WOULD NOT BE PRESENT IN THESE MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 ALL OFFICERS ARE RELIGIOUS PERSONNEL NOT RECEIVING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, FORMS 990 AND 1023, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. CARMELITE SISTERS OF THE MOST SACRED HEART OF LOS ANGELES INC 920 E ALHAMBRA RD ALHAMBRA CA 91801 952564138 RELIGIOUS ORDER CA 501(C)(3) LINE 1 0 MARYCREST MANOR 10664 ST JAMES DR CULVER CITY CA 90230 951708771 NURSING HOME CA 501(C)(3) LINE 7 MOUNT CARMEL HEALTH MINISTRIES 0 LITTLE FLOWER CENTER 920 E ALHAMBRA RD ALHAMBRA CA 91801 956122864 CHILDCARE CA 501(C)(3) LINE 2 FLOS CARMELI FORMATION CENTERS INC 0 SANTA TERESITA INC 819 BUENA VISTA ST DUARTE CA 91010 951878859 SKILLED NURSING/ASSISTED LIVING CA 501(C)(3) LINE 7 MOUNT CARMEL HEALTH MINISTRIES 0 AVILA GARDENS INC 1711 ENCANTO PARKWAY DUARTE CA 91010 300468751 INDEPENDENT LIVING FACILITY CA 501(C)(3) LINE 10 MOUNT CARMEL HEALTH MINISTRIES 0 MOUNT CARMEL HEALTH MINISTRIES 819 BUENA VISTA ST DUARTE CA 91010 113835563 RELIGIOUS CA 501(C)(3) LINE 1 CARMELITE SISTERS OF THE MOST SACRED HEART 0 MOUNT CARMEL IN THE DESERT INC 920 E ALHAMBRA RD ALHAMBRA CA 91801 113835561 OPERATES CHILDCARE, SCHOOLS, AND RELIGIOUS EDUCATION CA 501(C)(3) LINE 2 CARMELITE SISTERS OF THE MOST SACRED HEART 0 FLOS CARMELI FORMATION CENTERS 920 E ALHAMBRA RD ALHAMBRA CA 91801 113835566 OPERATES CHILDCARE, SCHOOLS, AND RELIGIOUS EDUCATION CA 501(C)(3) LINE 12C, III-FI CARMELITE SISTERS OF THE MOST SACRED HEART 0 CARMELITE SISTERS OF THE MOST SACRED HEART OF MONROVIA 1210 ROYA OAKS DR DUARTE CA 91010 753253412 RELIGIOUS CA 501(C)(3) LINE 1 CARMELITE SISTERS OF THE MOST SACRED HEART 0 CARMELITE SISTERS FOUNDATION INC 920 E ALHAMBRA RD ALHAMBRA CA 91801 392075616 RELIGIOUS CA 501(C)(3) LINE 12A, I CARMELITE SISTERS OF THE MOST SACRED HEART 0 CARMELITE SISTERS OF THE MOST SACRED HEART OF LOS ANGELES EDUCATION INC 920 E ALHAMBRA RD ALHAMBRA CA 91801 392075615 OPERATES CHILDCARE, SCHOOLS, AND RELIGIOUS EDUCATION CA 501(C)(3) LINE 2 FLOS CARMELI FORMATION CENTERS INC 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0