Retreat Inc

Nonprofit profile at a glance

EIN
112862256
IRS 990 coverage
2016–2025
Forms available
Form 990 2025
Location
East Hampton, NY, USA
Phone
6313294398
Rating
75
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Family Violence Shelters

Official website

Reported finances

Revenue
$7,221,784
Expenses
$7,323,012
Assets
$4,708,429
Liabilities
$665,477

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

19 people listed

Executive titles in this filing

  • Cate Carbonaro (Executive Director)
  • Francesca L Odell (Co-President)
  • Claudia Pilato (Co-President)
  • Ellie Kurrus (Vice President)

Highest reported compensation

  • Cate Carbonaro (Executive Director): $220,421 total reported compensation
  • Julia Smith (Sr Director of Finance and Operatio): $187,180 total reported compensation
  • Romarie McCue (Program Director): $121,600 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Retreat Inc's (The Retreat) mission is to create safety, healing, and hope for those affected by domestic violence, sexual assault, and human trafficking, while working every day to prevent and break the cycle of violence. In pursuit of this mission, The Retreat provides safety, shelter, and support for survivors of domestic violence, sexual assault, human trafficking, and other forms of power-based violencewhile breaking the cycle of abuse through prevention, advocacy, and education.We offer a full continuum of care: emergency shelter, trauma-informed counseling, legal advocacy, case management, housing support, and financial education. Our prevention programs reach schools and community spaces across Long Island, helping young people learn what respect and healthy relationships look like. And through our Fatherhood Initiative, we engage men as parents and partners in building safe, stable, and thriving families.

What it reported doing in 2025

The retreat operates a multifaceted education program serving the community via workshops and presentations on topics such as bullying, cyber-safety, healthy relationships, teen dating and domestic violence as well as sexual violence prevention. The retreat provides in-school and community violence prevention educational programs and services for schools, community groups and workplaces on abuse related topics, including domestic violence, dating violence, healthy relationships, harrassment and bullying. A critical goal of these programs is to effectively help children and teenagers build self-esteem while enabling them to identify and understand how to deal with problem situations on the playground, in their own home, or in dating relationships. Through these programs, children learn at an early age that violence is unacceptable.the retreat facilitates the teen leadership council as a way to bring students from local high schools together and develop their own ways to spread the word on the prevention of domestic violence. The mission of the project is to prevent abuse and promote respect in all relationships. This project also helps to support the retreat and expand our focus to include the prevention not just of domestic violence, but also of all forms of relationship abuse, including bullying , harassment, sexual assault, and teen dating violence. The project is an opportunity for teens from east end schools to work together while learning about violence prevention and promoting awareness and safety in the community.the retreats take charge program provides career guidance and financial education and empowerment to survivors of domestic abuse. Through a series of guided group workshops and individual sessions, clients receive training in personal finance, guidance in professional development, and ultimately a lift in their own personal perspective. Our clients also receive information from skilled volunteers and bank representatives to learn more about their financial options as they move towards independence.our rape prevention education grant, a collaborative effort funded through health research inc. Between the retreat, the safe center li and li against domestic violence focuses on the prevention of sexual assault of youth and young adults. We have developed the li safer bars program, educating staff at alcohol serving establishments with a rich nightlife to not only recognize signs of potential abuse, but to equip staff with the skills and resources necessary to intervene effectively before the abuse occurs. Through our shape program, we have established a local library as a point of resources for the surrounding community and library staff have been trained in educational programs they can provide to community members and through local schools districts.the enough is enough program is a collaborative effort funded through the nys department of health. Through this initiative, retreat staff have collaborated with farmingdale state college to provide education and resources for both staff and students around sexual violence prevention, and to ensure understanding of the rights of any victim. Programs provided through this program are geared for college-age students and college staff.

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 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.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - 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 expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 66
  • Transparency & Controls: 74
  • Accountability: 100
  • Sustainability: 26
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 68.8%; rating input score 69
  • Program expense ratio: 66.3%; rating input score 66
  • Fundraising efficiency: $14.25 raised per $1 spent on fundraising; rating input score 48; 48th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: 2 of 6 controls in place; rating input score 33
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Pass
    • Compensation survey or study: Missing
    • Board or committee approval: Pass
  • 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: 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: -1.4%; rating input score 22; 22nd percentile among comparable filings
  • Total-asset coverage ratio: 0.64; rating input score 22; 22nd percentile among comparable filings
  • Liabilities to assets ratio: 0.14; rating input score 42; 42nd percentile among comparable filings
  • Officer compensation ratio: 10.5%; rating input score 32; 32nd percentile among comparable filings

Growth

  • Program expense growth: 5.3% per year; rating input score 100; 38th percentile among comparable filings
  • Revenue growth: 6.5% per year; rating input score 100; 48th percentile among comparable filings
  • Asset growth: 7.4% per year; rating input score 100; 46th percentile among comparable filings

Details

  • Where the money goes: 68.8% of revenue deployed · 66.3% of spending went to programs
  • Governance: 14 of 14 board members independent · 8 of 8 filing controls reported
  • Programs: 8 filed program accomplishments · $4.9M in reported program spending
  • Leadership: top reported pay $220K · 19 people listed · 2 of 6 pay-setting controls reported
  • Consistency: 32 of 32 current checks pass
  • Schedules: 7 filed schedules · includes major donors and executive pay
  • Filing history: 9 filing years from 2016 to 2025
  • Contacts: How to reach this organization
  • Money network: 5 filed money-flow records
  • 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.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

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

  • Moderate — Financial Efficiency: Fundraising efficiency scored 48/100.
  • High — Sustainability: Operating margin scored 22/100.
  • High — Sustainability: Total-asset coverage ratio scored 22/100.
  • Moderate — Sustainability: Officer compensation ratio scored 32/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 42/100.