Bellarmine Jesuit Retreat House Inc

Analysis

Bellarmine Jesuit Retreat House Inc is a registered charity in United States, based in Barrington, IL. It received its IRS tax-exemption ruling in March 1946, 80 years ago. The IRS classifies it as a publicly supported organisation (gross receipts test) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2023, Bellarmine Jesuit Retreat House Inc reported income of $4.5m and spending of $2.8m, leaving 37% of income unspent that year. Across the 5 years on record, from June 2019 to June 2023, income grew from $2.5m to $4.5m (+83%), an average of +16% a year. The sharpest change came in the year to June 2023, when income rose by 60%. Over the whole period it spent 79% of the income it received.

Among 72,936 United States charities whose main cause is other charitable purposes and that reported income, Bellarmine Jesuit Retreat House Inc sits at the 91st percentile: it is larger than about 91% of them. Against every charity in United States with reported income it ranks in the 92nd percentile, and in the 91st percentile within IL. Charities of a similar size with the same main cause include Lander Foundation ($4.5m), 50 North ($4.5m) and Shrine of Our Lady of Guadalupe of the Diocese of LA Crosse Inc ($4.5m).

On its Form 990 for the period ending June 2023, revenue came from contributions and grants 54% and program service revenue 32% of the total. Compensation of current officers, directors and key employees was $157k (5.5% of expenses). Other salaries and wages came to $924k. At year end it held assets of $17.6m against liabilities of $327k, net assets of $17.2m. It reported 21 employees.