LOYOLA RETREAT HOUSE

EIN: 530225164 501(c)(3)

FAULKNER, MD

Total Revenue
$1,451,741
Total Expenses
$1,505,094
Total Assets
$3,485,839
Net Assets
$2,610,315
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1958
Legal Domicile
MD
Principal Officer
DAN KERNS
Phone
3013920800
Tax Period
2024-07-01 to 2025-06-30

LOYOLA RETREAT HOUSE, founded in 1958, is a community nonprofit that reported $1.5M in total revenue in fiscal year 2024.

Mission

INSPIRED BY THE SPIRITUAL EXERCISES OF ST. IGNATIUS LOYOLA, LOYOLA ON THE POTOMAC, A JESUIT RETREAT HOUSE, SEEKS TO ENCOURAGE AND SUPPORT AN INDIVIDUAL'S SPIRITUAL GROWTH AND PROMOTE A RELATIONSHIP OF DEPTH WITH GOD.

Program Service Accomplishments

Program 1
Expenses: $1,257,862 Revenue: $980,766

WE SAW OUR NUMBERS FOR DIRECTED AND PRIVATE RETREATS RETURN TO PRE-PANDEMIC LEVELS. WE BEGAN A PARTNERSHIP WITH GEORGETOWN PERPARATORY SCHOOL.. EMBRACING THE POPE'S CALL TO CARE FOR OUR COMMON HOME...

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WE SAW OUR NUMBERS FOR DIRECTED AND PRIVATE RETREATS RETURN TO PRE-PANDEMIC LEVELS. WE BEGAN A PARTNERSHIP WITH GEORGETOWN PERPARATORY SCHOOL.. EMBRACING THE POPE'S CALL TO CARE FOR OUR COMMON HOME, WE IMPLEMENTED A RETREATANT GARDEN, ESTABLISHED AN OPPORTUNITY FOR RECYCLING AND CONTINUED OUR CONVERSION TO LED LIGHTING, WHICH NOW ACCOUNTS FOR MORE THAN 90% OF THE LIGHTING IN OUR BUILDING.

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Trantor Score

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 (2024)

Revenue Breakdown

Contributions & Grants $324,436
Program Service Revenue $980,766
Investment Income $137,897
Other Revenue $8,642
TOTAL REVENUE $1,451,741

Expense Breakdown

Grants Paid $0
Salaries & Benefits $1,001,468
Fundraising Expenses $118,591
Program Expenses $1,257,862
Other Expenses $503,626
TOTAL EXPENSES $1,505,094

Year-over-Year Comparison

2024 2023 Change
Revenue $1,451,741 $1,390,539 +0.0%
Expenses $1,505,094 $1,405,737 +0.1%
Net Income $-53,353 $-15,198 +2.5%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
16
Independent Members
16
Employees
N/A
Volunteers
N/A

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
6
$94,528
Total Directors
17
$94,528
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GARY ANDERSON PRESIDENT 1.00
Officer Director
$0 $0 $0
DAN KERNS CHAIR 1.00
Officer Director
$0 $0 $0
ALICE CASE DIRECTOR 1.00
Director
$0 $0 $0
BR CHRISTOPHER DERBY SJ DIRECTOR 1.00
Director
$0 $0 $0
MR TROY SWANDA TREASURER 1.00
Officer Director
$0 $0 $0
PAULA GWYNN GRANT DIRECTOR 1.00
Director
$0 $0 $0
EVELENE DUHART DIRECTOR 1.00
Director
$0 $0 $0
FR JERRY HAYES SJ DIRECTOR 1.00
Director
$0 $0 $0
ELISE L GOWER MS DIRECTOR 1.00
Director
$0 $0 $0
MARK HOLAN DIRECTOR 1.00
Director
$0 $0 $0
STEVE MORRILL VICE CHAIR 1.00
Officer Director
$0 $0 $0
JIM PALMER EX OFFICIO EXECUTIVE DIRECTOR 1.00
Officer Director
$85,073 $9,455 $94,528
SR PATRICIA MENSING SSJ SECRETARY 1.00
Officer Director
$0 $0 $0
JOHN E MCCAUL DIRECTOR 1.00
Director
$0 $0 $0
FR HARRY STOKES DIRECTOR 1.00
Director
$0 $0 $0
KAREN THOMAS DIRECTOR 1.00
Director
$0 $0 $0
DANIEL BROSNAN DIRECTOR 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
2025 $1,451,741 $1,505,094 $3,485,839 $-53,353
2024 $1,390,539 $1,405,737 $3,376,788 $-15,198
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