THE JESUIT RETREAT CENTER OF LOS A… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1925

Legal Domicile

Principal Officer

CHI NGO

Phone

6509174010

Tax Period

2023-01-01 to 2023-12-31

THE JESUIT RETREAT CENTER OF LOS ALTOS, founded in 1925, is a community nonprofit that reported $2.8M in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $2.4M left a modest 14% surplus.

Mission

THE JESUIT RETREAT CENTER OF LOS ALTOS, A COMMUNITY OF PRAYER, OFFERS THE SPIRITUAL EXERCISES OF ST. IGNATIUS LOYOLA TO ALL. THROUGH OUR SHARING OF THE EXERCISES, ROOTED IN THE WORD OF GOD AND IN THE CATHOLIC TRADITION, THE SPIRIT FREES MINDS AND HEARTS TO MATURE IN FRIENDSHIP WITH CHRIST, TO FIND GOD IN EVERY ASPECT OF EXPERIENCE, AND TO LIVE GOSPEL VALUES.

Program Service Accomplishments

Program 1

Expenses: $1,743,864 Revenue: $1,829,750

THE JESUIT RETREAT CENTER'S PROGRAMS WERE VERY WELL RECEIVED AND ATTENDED. WE SERVED APPROXIMATELY 5,800 PEOPLE IN 2023. OUR TWO FR GREG BOYLE RETREATS, AS ALWAYS, WERE VERY SUCCESSFUL AND WE...

THE JESUIT RETREAT CENTER'S PROGRAMS WERE VERY WELL RECEIVED AND ATTENDED. WE SERVED APPROXIMATELY 5,800 PEOPLE IN 2023. OUR TWO FR GREG BOYLE RETREATS, AS ALWAYS, WERE VERY SUCCESSFUL AND WE CONTINUED OUR COMMITMENT TO PROVIDE FREE ANNUAL RETREATS TO HOMEBOYS AND HOMEGIRLS. DUE TO OUR CONTINUED WORK WITH FUNDERS AND DONORS, WE WERE ABLE TO PROVIDE DISCOUNTED AND FREE RETREATS TO RELIGIOUS SISTERS, UNDERSERVED COMMUNITIES, ETHNIC GROUPS AND OTHERS WHO WOULD OTHERWISE NOT BE ABLE TO AFFORD A RETREAT.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,008,008

Program Service Revenue $1,818,269

Investment Income $7,592

Other Revenue $-790

TOTAL REVENUE $2,833,079

Expense Breakdown

Grants Paid $52,506

Salaries & Benefits $1,191,839

Fundraising Expenses $222,609

Program Expenses $1,743,864

Other Expenses $1,150,410

TOTAL EXPENSES $2,427,755

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,833,079	$2,251,662	+0.3%
Expenses	$2,427,755	$1,979,646	+0.2%
Net Income	$405,324	$272,016	+0.5%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

Total Directors

$33,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SEAN HANLON	TREASURER	0.50	Officer Director	$0	$0	$0
KIM MANCA	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
JIM WHITEHEAD	BOARD MEMBER	0.50	Director	$0	$0	$0
JOHN GARDNER	BOARD MEMBER	0.50	Director	$0	$0	$0
FR PETER PABST	BOARD MEMBER	0.50	Director	$0	$0	$0
ELIZABETH HANLEY	BOARD MEMBER	0.50	Director	$0	$0	$0
RITA CARROLL	SECRETARY	1.50	Officer Director	$0	$0	$0
PAUL VENABLES	BOARD MEMBER	0.50	Director	$0	$0	$0
TOM FIKE	BOARD MEMBER	0.50	Director	$33,000	$0	$33,000
FR JOHN AUTHER	BOARD MEMBER	0.50	Director	$0	$0	$0
CONOR FLANNERY	BOARD MEMBER	0.50	Director	$0	$0	$0
FR JACK MITCHELL	BOARD MEMBER	0.50	Director	$0	$0	$0
TOM NANN	BOARD MEMBER	0.50	Director	$0	$0	$0
GRACE SALCEANU	BOARD MEMBER	0.50	Director	$0	$0	$0
HEIDI KALLEN	BOARD MEMBER	0.50	Director	$0	$0	$0
LORRAINE SHEPHERD	BOARD MEMBER	0.50	Director	$0	$0	$0
JEFF BANCHERO	BOARD MEMBER	0.50	Director	$0	$0	$0
FR TONY MANCUSO	BOARD MEMBER	0.50	Director	$0	$0	$0
FR CHI NGO	EXECUTIVE DIRECTOR	40.00	Officer	$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	$2,833,079	$2,427,755	$5,641,590	$405,324
2022	$2,251,662	$1,979,646	$4,736,019	$272,016
2021	$1,876,053	$1,409,823	$4,918,792	$466,230
2020	$1,372,357	$1,286,071	$3,951,597	$86,286
2019	$2,251,512	$2,260,180	$3,652,478	$-8,668
2018	$1,401,782	$1,621,589	$3,337,908	$-219,807

THE JESUIT RETREAT CENTER OF LOS ALTOS