Notre Dame Retreat House Inc
Nonprofit profile at a glance
- EIN
- 922706584
- IRS 990 coverage
- 2023–2024
- Forms available
- Form 990 2024, Form 990-EZ 2023
- Location
- Canandaigua, NY, USA
- Phone
- 5853945700
- Rating
- 75
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Religion Related N.E.C.
- Affiliation
- Religious (unspecified)
Reported finances
- Revenue
- $847,170
- Expenses
- $925,154
- Assets
- $241,107
- Liabilities
- $0
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- Thomas Crumlish (President)
- Gary Keating (Vice President)
Highest reported compensation
- Nancy Lynch (Director of Operations): $69,615 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Our mission is to help individuals draw closer to God, grow in faith, and lead lives of purpose. While grounded in the Catholic faith tradition, we welcome all who are seeking sacred space for personal, professional, and spiritual growth.
What it reported doing in 2024
1. CORE Retreat Weekends - The Notre Dame Retreat House offers core retreats as a period of time set aside for spiritual reflections, prayer, and personal renewal, in a quiet secluded lakeside setting. These retreats are organized by Notre Dame and involves activities like meditation, worship, scripture study, or discussions aimed at deepening one's faith or connection to God. Retreats can be silent or more interactive with group activities or guided teachings.2. Special Events and "Fill Your Soul" Days - Special Events at Notre Dame Retreat House include retreats and events filling the needs of our local community and our diocesan community. (Continued on Schedule O)These can include faith-based and non-faith-based events that offer spiritual, socialization and educational opportunities in areas pertinent to the community. Our goal is to increase exposure and capture the interest of potential retreatant client base.3. Woman Religious - The Notre Dame Retreat House is conveniently located for Women Religious in the Upstate and Western New York areas. In response to the declining number of retreat houses in the region and an aging population, Notre Dame has committed to providing dynamic retreats for women religious. We offer a variety of week-long retreat styles for women religious, led by experienced facilitators, both lay and religious.
Operating model
- Revenue model
- Earned-program. 70% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% 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.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and fundraising costs are high for each dollar raised.
Rating breakdown
- Financial Efficiency: 74
- Transparency & Controls: 92
- Accountability: 74
- Sustainability: 28
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 79.1%; rating input score 79
- Program expense ratio: 72.4%; rating input score 72
- Fundraising efficiency: $15.71 raised per $1 spent on fundraising; rating input score 52; 52nd percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 3 of 8 controls in place; rating input score 38
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Fail
- CEO compensation review process: NotApplicable
- Other executive compensation review process: Fail
- Form 990 shared with the board: Fail
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: -9.2%; rating input score 18; 18th percentile among comparable filings
- Total-asset coverage ratio: 0.26; rating input score 12; 12th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 91; 91st percentile among comparable filings
- Officer compensation ratio: 7.5%; rating input score 45; 45th percentile among comparable filings
Growth
- Program expense growth: 52.6% per year; rating input score 100; 96th percentile among comparable filings
- Revenue growth: -10.2% per year; rating input score 0; 3rd percentile among comparable filings
- Asset growth: -27.8% per year; rating input score 0; 1st percentile among comparable filings
Details
- Where the money goes: 79.1% of revenue deployed · 72.4% of spending went to programs
- Governance: 9 of 9 board members independent · 3 of 8 filing controls reported
- Programs: 1 filed program accomplishment · $670K in reported program spending
- Leadership: top reported pay $70K · 12 people listed
- Consistency: 22 of 22 current checks pass
- Schedules: 3 filed schedules · includes major donors
- Filing history: 2 filing years from 2023 to 2024
- Contacts: How to reach this organization
- Money network: 1 filed money-flow record
- Related organizations: Filed and resolved organization relationships.
- 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.
- Moderate — Accountability: Governance controls: 4 of 7 not reported.
- Review — Financial Efficiency: Fundraising efficiency scored 52/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Operating margin scored 18/100.
- High — Sustainability: Total-asset coverage ratio scored 12/100.
- High — Growth: Asset growth scored 0/100.
- Moderate — Sustainability: Officer compensation ratio scored 45/100.