Nonprofit screen
Screen a listRetreat Inc
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and the IRS master file.
- IRS nonprofit listing
- No issue
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- No record
- Charity type
- 509(a)(1)
$7.2Mrevenue
FY2025 · +33% in 3 yrs95staff
8 of 8years filed
’18’19’20’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin−1.4%
Months of reserve1.0mo
Revenue growth (annualized)+7.1%
Middle half of peersMedianRetreat
Where the money goes FY2025 · $7.3M spent
Programs$4.9M66%Management and general$2.0M28%Fundraising$430k6%990 FY2025 · Part IX line 25
Nothing to check in the filings
In its favor2
Strong governance
14 of 14 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIA history of government grants
Government grants on 9 of its 9 returns, 52% of revenue in FY2025. $16M is traced federal awards from Department of Health and Human Services.
990 Part VIII · USAspending99funders
$730ka year, last 3 years
22%from its largest funder
Funder’17’18’19’20’21’22’23Joseph & Sylvia Slifka Foundation IncOn and off$100k$200k$400k$80kLothenbach Family FoundationStopped after FY2021$250k$250k–The Bank of America Charitable Foundation IncStopped after FY2021$100k$108k–The Countess Moira Charitable FoundationOn and off$10k$50k$100kThe Thomas Phillips and Jane Moore Johnson FoundationOn and off$25k$25k$25k$25k$25k$25kHamptons Invitational Charitable Fund IncOn and off$10k$40k$70kDonor-advised giftsDonors not disclosed$90k$107k$94k$111k$104k$212k$128k64 other fundersUp to $98k a year each$34k$85k$34k$201k$192k$260k$212k
FundedThrough a donor-advised fundStopped