Bellarmine Jesuit Retreat House Inc

Nonprofit profile at a glance

EIN
463137120
IRS 990 coverage
2015–2024
Forms available
Form 990 2024
Location
Barrington, IL, USA
Phone
8473811261
Rating
80
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$3,399,764
Expenses
$2,996,432
Assets
$19,802,403
Liabilities
$335,598

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

20 people listed

Executive titles in this filing

  • ERIN MAIORCA (EXECUTIVE DIRECTOR)

Highest reported compensation

  • ERIN MAIORCA (EXECUTIVE DIRECTOR): $150,504 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The mission of bellarmine jesuit retreat house is to foster the spiritual development of catholics and other people of faith through a variety of retreats and contemporary programs that are grounded in the spiritual exercises of st. Ignatius of loyola.

What it reported doing in 2024

Provide retreat programs that include, but are not limited to: 30 silent weekend retreat programs for adults of different faiths (1,464 attendees), 25 high school kairos retreat (1,434 attendees), 5 weekend retreats for those in recovery (751 attendees), 15 spirituality day programs including veterans & virtual programs (751 attendees), faith-based organization meetings and retreats (864 attendees/year), private & directed retreatants (136 attendees), and spiritual direction (369 attendees).

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 98% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and reported officer compensation is a large share of total spending, which may reflect staffing concentration.

Rating breakdown

  • Financial Efficiency: 73
  • Transparency & Controls: 75
  • Accountability: 97
  • Sustainability: 73
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 81%; rating input score 81
  • Program expense ratio: 78.9%; rating input score 79
  • Fundraising efficiency: $5.01 raised per $1 spent on fundraising; rating input score 17; 17th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 94.7%; rating input score 95; 25th percentile among comparable filings
  • Governance controls: 8 of 8 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 11.9%; rating input score 66; 66th percentile among comparable filings
  • Total-asset coverage ratio: 6.61; rating input score 87; 87th percentile among comparable filings
  • Liabilities to assets ratio: 0.02; rating input score 82; 82nd percentile among comparable filings
  • Officer compensation ratio: 5%; rating input score 53; 53rd percentile among comparable filings

Growth

  • Program expense growth: 5.3% per year; rating input score 100; 41st percentile among comparable filings
  • Revenue growth: 4.7% per year; rating input score 100; 39th percentile among comparable filings
  • Asset growth: 6.3% per year; rating input score 100; 42nd percentile among comparable filings

Details

  • Where the money goes: 81% of revenue deployed · 78.9% of spending went to programs
  • Governance: 18 of 19 board members independent · 8 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $2.4M in reported program spending
  • Leadership: top reported pay $151K · 20 people listed · 1 of 6 pay-setting controls reported
  • Highest-paid contractors: 1 contractor listed · $515K reported
  • Consistency: 33 of 33 current checks pass
  • Schedules: 7 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 10 filing years from 2015 to 2024
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 2 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Fundraising efficiency scored 17/100.
  • Review — Sustainability: Officer compensation ratio scored 53/100.