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Nonprofiteer
← RETREAT INC

Form 990 for tax year 2025

Filed by RETREAT INC.

Totals

Total revenue
$7,221,784
Total expenses
$7,323,012
Contributions and grants received
$6,132,006
Grants paid
$0
Program service revenue
$0
Investment income
$189,096
Other revenue
$900,682
Total assets, end of year
$4,708,429
Total liabilities, end of year
$665,477
Net assets or fund balances, end of year
$4,042,952
Program services expenses (Part IX)
$4,857,737
Management and general expenses
$2,034,918
Fundraising expenses
$430,357
Program service expenses (Part III)
$4,857,737

Program services were 66.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $3,758,476

  • 1f · All other contributions, gifts and grants

    $2,373,530

  • 1g · Noncash contributions included above

    $663,619

  • 3 · Investment income

    total $52,896 · excluded $52,896

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $1,288,354

  • 7b · Less cost or other basis and sales expenses

    securities $1,152,154

  • 7c · Gain or loss

    securities $136,200

  • 7d · Net gain or loss

    total $136,200 · excluded $136,200

  • 8a · Fundraising events: gross income

    $1,005,296

  • 8b · Fundraising events: direct expenses

    $132,942

  • 8c · Net income from fundraising events

    total $872,354

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $667,463

  • 10b · Cost of goods sold

    $667,463

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: OTHER REVENUE

    total $28,328 · related or exempt $28,328

  • 11e · Other revenue, total

    $28,328

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $407,601 · program services $276,668 · management and general $104,296 · fundraising $26,637

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $4,141,507 · program services $2,811,139 · management and general $1,059,716 · fundraising $270,652

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $674,231 · program services $422,715 · management and general $211,755 · fundraising $39,761

  • 10 · Payroll taxes

    total $393,922 · program services $246,973 · management and general $123,719 · fundraising $23,230

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $28,750 · management and general $28,750

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $454,614 · program services $181,673 · management and general $244,748 · fundraising $28,193

  • 12 · Advertising and promotion

    total $10,345 · program services $7,850 · management and general $2,495

  • 13 · Office expenses

    total $119,649 · program services $76,876 · management and general $18,689 · fundraising $24,084

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $365,170 · program services $325,973 · management and general $39,197

  • 17 · Travel

    total $89,238 · program services $80,636 · management and general $8,051 · fundraising $551

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $57,958 · program services $51,095 · management and general $5,073 · fundraising $1,790

  • 23 · Insurance

    total $101,829 · program services $39 · management and general $101,790

  • 24a · Other expenses: Client Leasing Stipend

    total $115,452 · program services $115,452

  • 24b · Other expenses: REPAIRS & MAINTENANCE

    total $82,159 · program services $57,897 · management and general $23,497 · fundraising $765

  • 24c · Other expenses: MISCELLANEOUS

    total $75,405 · program services $44,226 · management and general $19,217 · fundraising $11,962

  • 24d · Other expenses: Client Emergency

    total $60,853 · program services $60,512 · management and general $223 · fundraising $118

  • 24e · All other expenses

    total $144,329 · program services $98,013 · management and general $43,702 · fundraising $2,614

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $635,139 · end of year $622,476

  • 2 · Savings and temporary cash investments

    end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $1,329,663 · end of year $1,083,246

  • 4 · Accounts receivable

    beginning of year $131,567 · end of year $242,065

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    beginning of year $57,078 · end of year $53,234

  • 9 · Prepaid expenses and deferred charges

    beginning of year $143,032 · end of year $75,322

  • 10a · Land, buildings and equipment: cost or other basis

    $2,122,054

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,012,641

  • 10c · Land, buildings and equipment, net

    beginning of year $1,147,536 · end of year $1,109,413

  • 11 · Investments: publicly traded securities

    beginning of year $1,548,909 · end of year $1,518,210

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $179,504 · end of year $4,463

  • 17 · Accounts payable and accrued expenses

    beginning of year $181,956 · end of year $293,187

  • 19 · Deferred revenue

    beginning of year $263,233 · end of year $8,833

  • 23 · Secured mortgages and notes payable

    beginning of year $385,351 · end of year $358,994

  • 25 · Other liabilities

    beginning of year $179,504 · end of year $4,463

  • 27 · Net assets without donor restrictions

    beginning of year $4,162,384 · end of year $4,042,952

Mission and programs · 2025

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.

Activities or mission (Part I)

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

  • Counseling services are offered to both adults and children at our shelter and non-shelter locations in East Hampton, Riverhead and Hauppauge. Virtual sessions are offered based on client preference and safety. All counselors are licensed professionals. While most participants request individual sessions, group sessions are also offered to Retreat clients and provides a space for peer and social support as well as ongoing psycho-education. Counseling goals involve helping clients take control of their lives and make positive changes without guilt. Counseling provides a setting for healing, and group counseling combines education about abuse with mutual support. Supportive counseling sessions are offered as well as trauma-informed, evidence-based Counseling, especially to children who have witnessed and/or experienced abuse. If parents/caregivers do not enroll in services while their child is enrolled, they are still eligible for supportive services to help strengthen the caregiver-child relationship. Clients receive information on safety planning, healthy relationships, parenting, the effect of violence on children, planning a healthy future and empowerment. Counseling services are available in both English and Spanish.

    Expenses $1,095,267

  • An emergency shelter, staffed around the clock for access at all times, that provides safe housing, food, clothing, and case management for up to 18 victims of domestic violence and their children. The shelter residents have access to counseling, advocacy, life skill classes, financial empowerment training, computers and other supportive services during their stay.Security cameras monitor the gated shelter. We have bi-lingual staff and the shelter is accessible to individuals with disabilities

    Expenses $1,019,063

  • The Long Island Fatherhood Initiative (LIFI) is a program designed to address the needs of community fathers 18 years and older (most low-income, many with a history of involvement in the criminal justice system) on Long Island, NY. LIFI proactively engages these fathers in a cohort-based fatherhood and healthy relationship education workshops, case management, and economic stability interventions, including a series of catalytic skill-building group and individual activities-each designed to leverage these fathers' respective strengths.LIFI program provide services that include: (1) identification of and outreach to community fathers; (2) comprehensive intake and assessment; (3) case management services; (4) skill building in fathering/parenting; (5) skill building in healthy marriages/relationships; (6) job-readiness coaching and economic stability services; (7) linkages to critical services, such as housing, mental health and substance use treatment; (8) domestic violence prevention education; and (9) participation supports (e.g., transportation, employment-related clothes/tools).

    Expenses $850,037

  • 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.

    Expenses $643,874

  • The Retreats Legal Advocacy program has TRAINED LEGAL ADVOCATES ACCOMPANY VICTIMS TO COURT AND ASSIST IN THE IMPORTANT PROCESSES OF OBTAINING ORDERS OF PROTECTION, CHILD CUSTODY ORDERS, LEGAL SEPARATION/DIVORCE, SPOUSAL AND CHILD SUPPORT, IMMIGRATION MATTERS, BENEFITS COMPENSATION, HOUSING AND UNEMPLOYMENT COMPENSATION. SERVICES ARE PROVIDED AT THE SHELTER, IN EAST HAMPTON AND THE RIVERHEAD OFFICE WHICH IS CONVENIENTLY LOCATED NEAR THE FAMILY COURT COMPLEX. ADVOCACY SERVICES ARE AVAILABLE IN BOTH ENGLISH AND SPANISH.ATTORNEY SERVICES IN 2018, THE RETREAT RECEIVED FUNDING FOR AN ON-STAFF ATTORNEY. THIS POSITION IS AVAILABLE TO CLIENTS IN NEED OF COURT REPRESENTATION OR INFORMATION ON COMPLICATED COURT MATTERS. OUR ATTORNEY CAN ALSO ASSIST LEGAL ADVOCATES IN DETERMINING THE BEST COURSE OF ACTION FOR CLIENTS IN NEED OF PROTECTIONS AND RESTITUTION. SERVICES ARE PRIMARILY PROVIDED AT OUR RIVERHEAD OFFICE, BUT ARE MADE AVAILABLE TO OUR SHELTER CLIENTS AND IN OUR EAST HAMPTON OFFICE.

    Expenses $551,472

  • The Retreat operates a thrift store which is located in Bridgehampton. The store is known as The Retreat Boutique. The thrift shop revenues support the organization's annual operating budget. Donations accepted include gently used clothing, scarves, handbags, shoes, jewelry, furniture and household items to sell to the community. Volunteers are welcome and encouraged to participate in our thrift store programs. Retreat clients are encouraged to visit the store to access and acquire, at no cost, interview clothing, furniture, and household items they need to start a new life that is free from violence.

    Expenses $389,415

  • The Retreat provides comprehensive services to victims of domestic violence, sexual assault, and human trafficking from eastern Suffolk County through Nassau County. Funding from the New York State Office of Victim Services supports our legal department, advocacy department, 24-hour hotline, counseling program, and 18-bed emergency shelter.The program follows a one-stop model. Hotline responders, case managers, attorneys, advocates, and counselors work together to guide survivors from crisis to stability. Staff respond to the growing crises of human trafficking, child sexual exploitation, domestic violence, sexual assault, and elder abuse.Counseling is trauma-informed and available to survivors of every age. The program offers flexible scheduling, bilingual counselors, counseling for children and adolescents, and on-site counseling at the shelter, in courts, and at community centers.

    Expenses $162,037

  • The Retreats Housing programs provide focused supportive services that foster independent and violence free living. Services include case management, counseling and advocacy services, self-sufficiency/life-skills/job readiness training & mentoring; and temporary, situational child care. Additionally, the Retreat operates a Transitional Housing Program which PROVIDES ASSISTANCE FOR CLIENTS WITH ACCESSING AND MAINTAINING SAFE HOUSING AND SUPPORT SERVICES. THE PROGRAM ASSISTS WITH ECONOMIC AND HOUSING GOALS, FINANCIAL ASSISTANCE, EMOTIONAL SUPPORT, REFERRALS FOR RESOURCES (SUCH AS FURNISHINGS,) AND ECONOMIC STABILITY THROUGH EDUCATION. THIS FUNDING IS THROUGH U.S. DEPARTMENT OF JUSTICE, OFFICE OF VIOLENCE AGAINST WOMAN.PLEASE NOTE ALL RETREAT PROGRAM EXPENSES ARE EXCLUSIVE OF PRO-RATA SHARE OF ADMINISTRATIVE COSTS.

    Expenses $146,572

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Cate Carbonaro

    Executive Director

    Total calculated
    $220,421
    From this org
    $219,999
    From related orgs
    $0
    Other
    $422
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $219,999
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $422
    Filer's total
    $220,421
  • Julia Smith

    Sr Director of Finance and Operatio

    Total calculated
    $187,180
    From this org
    $172,651
    From related orgs
    $0
    Other
    $14,529
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $172,651
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $14,529
    Filer's total
    $187,180
  • Romarie McCue

    Program Director

    Total calculated
    $121,600
    From this org
    $104,763
    From related orgs
    $0
    Other
    $16,837
    Hours/week
    35
  • Jamie Parker

    Attorney

    Total calculated
    $120,972
    From this org
    $103,018
    From related orgs
    $0
    Other
    $17,954
    Hours/week
    35
  • Elise Trucks

    Devel. Director

    Total calculated
    $118,109
    From this org
    $104,005
    From related orgs
    $0
    Other
    $14,104
    Hours/week
    35
  • Ani Antresyean

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Maria Crocitto

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Kristen Erickson

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Markie Hancock

    Board member

    Total calculated
    $0
    Hours/week
    1
  • Ayse Manyas Kenmore

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Anne Kothari

    Board member

    Total calculated
    $0
    Hours/week
    1
  • Irma Negron

    Board member

    Total calculated
    $0
    Hours/week
    1
  • Nikki Shomer

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Renee Turner

    Board Member

    Total calculated
    $0
    Hours/week
    1
  • Francesca L Odell

    Co-President

    Total calculated
    $0
    Hours/week
    1
  • Claudia Pilato

    Co-President

    Total calculated
    $0
    Hours/week
    1
  • Ellie Kurrus

    Vice President

    Total calculated
    $0
    Hours/week
    1
  • Michael Goldstein

    Treasurer

    Total calculated
    $0
    Hours/week
    1
  • Ryland Hilbert

    Secretary

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2025
Filed
23 September 2026
IRS schema version
2025v4.1
Source object
202602669349300210

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