Retreat Inc

EIN: 112862256 501(c)(3) Human Services

East Hampton, NY

Total Revenue
$5,913,400
Total Expenses
$5,812,875
Total Assets
$4,983,189
Net Assets
$3,822,544
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Financial Trends

Organization Details

Formation Year
1987
Legal Domicile
NY
Principal Officer
Loretta K Davis
Phone
6313294398
Tax Period
2023-01-01 to 2023-12-31

Retreat Inc, founded in 1987, is a community nonprofit in the Human Services sector that reported $5.9M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

Retreat Inc's (The Retreat) mission is to provide safety, shelter and support to victims of domestic abuse and break the cycle of family violence. In executing its mission, the retreat (1) provides shelter and support for victims of sexual assault, Human Trafficing, domestic violence, dating violence, and stalking; (2) operates a 24/7 crisis hotline; (3) provides counseling services; (4) assists victims with Attorney services and court advocates; (5) educates community members, employers and employees on intimate partner violence, anti-harrassment, correct laws and their role in ending the cycle of violence; (6) goes into schools to develop programs that will help end abusive behavior; and (7) trains personnel in other social service agencies to recognize domestic violence. The retreat continues to provide housing for families emerging from crisis. When clients leave the emergency shelter more often than not, few options exist for them to transition into permanent housing. Currently, f

Program Service Accomplishments

Program 1
Expenses: $1,165,689

COUNSELING SERVICES ARE OFFERED AT OUR SHELTER AND NON-SHELTER LOCATIONS IN EAST HAMPTON, RIVERHEAD AND SOUTHAMPTON. ALL COUNSELORS ARE LICENSED PROFESSIONALS. INDIVIDUAL AND GROUP COUNSELING IS...

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COUNSELING SERVICES ARE OFFERED AT OUR SHELTER AND NON-SHELTER LOCATIONS IN EAST HAMPTON, RIVERHEAD AND SOUTHAMPTON. ALL COUNSELORS ARE LICENSED PROFESSIONALS. INDIVIDUAL AND GROUP COUNSELING IS PROVIDED FOR ADULTS AND CHILDREN. SHORT-TERM GOALS HELP CLIENTS TAKE CONTROL OF THEIR LIVES AND MAKE POSITIVE CHANGES WITHOUT GUILT. LONG-TERM COUNSELING PROVIDES A SETTING FOR HEALING, AND GROUP COUNSELING COMBINES EDUCATION ABOUT ABUSE WITH MUTUAL SUPPORT. CLIENTS RECEIVE INFORMATION ON SAFETY PLANNING, HEALTHY RELATIONSHIPS, PARENTING, THE EFFECT OF VIOLENCE ON CHILDREN, PLANNING A HEALTHY FUTURE AND EMPOWERMENT. COUNSELING SERVICES ARE AVAILABLE IN BOTH ENGLISH AND SPANISH.CASE MANAGER IN 2018, THE RETREAT RECEIVED FUNDING FOR A CASE MANAGER SPECIFIC TO WORKING WITH OUR NON-RESIDENTIAL CLIENTS. CASE MANAGEMENT SERVICES PROVIDE CLIENTS WITH CONTINUOUS ASSISTANCE REGARDING COMMUNITY RESOURCES, BEYOND THEIR SCHEDULED COUNSELING APPOINTMENTS SO THAT CLIENTS CAN ADDRESS EMERGENCY NEEDS AS THEY ARISE WITHOUT WAITING FOR THEIR NEXT COUNSELING SESSION. CASE MANAGEMENT SERVICES ARE PROVIDED PRIMARILY IN OUR RIVERHEAD OFFICE, BUT THE CASE MANAGER IS ALSO ACCESSIBLE TO CLIENTS RECEIVING SERVICES IN OUR EAST HAMPTON OFFICE. OUR NEW CASE MANAGER IS FLUENT IN FOUR LANGUAGES, ENGLISH, SPANISH, FRENCH AND CREOLE.

Program 2
Expenses: $1,066,988

The fatherhood initiative program is a collaborative program to assist low-income, at-risk fathers intended to prevent incidences of family/domestic abuse and overcome challenges that inhibit men...

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The fatherhood initiative program is a collaborative program to assist low-income, at-risk fathers intended to prevent incidences of family/domestic abuse and overcome challenges that inhibit men from being a responsible father to their children and positive support to their intimate partner/wives. The program targets men who are fathers of at least one minor child, Suffolk County resident and is at least 18 years old. Many of these men are faced with challenges such as unemployment and/or living below poverty level and most are struggling with a) developing or maintaining healthy relationships with their children and intimate partner/wives b) learning how to parent or co-parent effectively and c) being able to support themselves and their families financially.

Program 3
Expenses: $887,462

The Retreat operates a 24-hour Emergency Shelter that provides safe housing, food, clothing, child care, and case management (including medical andhousing) for adults and children who have been...

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The Retreat operates a 24-hour Emergency Shelter that provides safe housing, food, clothing, child care, and case management (including medical andhousing) for adults and children who have been victims of domestic violence and may be in imminent danger. Our shelter provides safe housing for a maximum of 90 days to survivors and their children. In certain instances, clients can be granted up to two 45 day extensions. Services are available to victims who have fled an abusive situation. There is 24-hour staffing at the shelter. Security cameras and a security gate are in place to protect clients. While staying at the shelter, clients have access to counseling, court advocates and legal support, educational programs, housing assistance, help in obtaining public assistance and transportation.

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Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,156,014
Program Service Revenue $0
Investment Income $-56,633
Other Revenue $814,019
TOTAL REVENUE $5,913,400

Expense Breakdown

Grants Paid $0
Salaries & Benefits $4,296,325
Fundraising Expenses $276,977
Program Expenses $4,731,618
Other Expenses $1,516,550
TOTAL EXPENSES $5,812,875

Year-over-Year Comparison

2023 2022 Change
Revenue $5,913,400 $5,448,940 +0.1%
Expenses $5,812,875 $5,662,039 +0.0%
Net Income $100,525 $-213,099 -1.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
15
Independent Members
15
Employees
84
Volunteers
58

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$0
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Loretta K Davis Executive Director 35.00
$210,423 $8,850 $219,273
Julia Smith Sr. Dir of Finance 35.00
$136,034 $9,708 $145,742
MariBeth Klucina Dir. of Finance 35.00
$104,733 $8,293 $113,026
Jalai Duroseau Board Member 1.00
Director
$0 $0 $0
Michael Goldstein Board Member 1.00
Director
$0 $0 $0
Maritza Guichay Board Member 1.00
Director
$0 $0 $0
Julie Hatfield Board Member 1.00
Director
$0 $0 $0
Ayse Manyas Kenmore Board Member 1.00
Director
$0 $0 $0
Nikki Shomer Board Member 1.00
Director
$0 $0 $0
Ana Stuckart Board Member 1.00
Director
$0 $0 $0
Francesca Odell Co-President 1.00
Officer Director
$0 $0 $0
Claudia Pilato Co-President 1.00
Officer Director
$0 $0 $0
Elle Kurrus Vice President 1.00
Officer Director
$0 $0 $0
Andrew Stern Treasurer 1.00
Officer Director
$0 $0 $0
Vivienne Keegan Secretary 1.00
Officer Director
$0 $0 $0
Ryland Hilbert Board Member 1.00
Director
$0 $0 $0
Amy Suyrullo Board Member 1.00
Director
$0 $0 $0
Makie Hancock Board Member 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $5,913,400 $5,812,875 $4,983,189 $100,525
2022 $5,448,940 $5,662,039 $4,513,010 $-213,099
2021 $6,323,052 $5,295,586 $4,862,145 $1,027,466
2020 $5,006,285 $4,400,016 $3,725,253 $606,269
2019 $4,391,633 $4,363,975 $3,008,673 $27,658
2018 $4,372,966 $4,280,968 $2,940,063 $91,998
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