2024-05-14T09:19:34-05:00 2023-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 1707 N RANDALL ROAD STE 200 ELGIN IL 60123 990 2022-07-01 463137120 BELLARMINE JESUIT RETREAT HOUSE INC BELL 8473811261 420 W COUNTY LINE RD BARRINGTON IL 60010 TOM CATTAPAN ASSOCIATE DIRECTOR 8473811261 2024-05-13 1 TOM CATTAPAN 999009999 1 ELEANOR A LIVINGSTON CPA MST P00226461 8478888600 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z TOM CATTAPAN 420 W COUNTY LINE RD BARRINGTON IL 60010 7480710 0 X WWW.JESUITRETREAT.ORG X 2013 IL 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. 19 18 21 5 0 0 1393668 2466569 1089961 1461027 354940 606098 6367 14285 2844936 4547979 14532 20886 0 0 1238555 1336546 0 0 279512 1246861 1487616 2499948 2845048 344988 1702931 16200581 17566552 879862 327034 15320719 17239518 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. 0 0 2225423 20886 1461027 PROVIDE RETREAT PROGRAMS THAT INCLUDE, BUT ARE NOT LIMITED TO: 26 SILENT WEEKEND RETREAT PROGRAMS FOR ADULTS OF DIFFERENT FAITHS (1,000 ATTENDEES/YEAR), 30 HIGH SCHOOL RETREATS (1,400 ATTENDEES/YEAR), SIX WEEKEND RETREATS FOR THOSE IN RECOVERY (350 ATTENDEES/YEAR), SPIRITUALITY DAY PROGRAMS INCLUDING PROGRAMS FOR VETERANS (650 ATTENDEES/YEAR), FAITH-BASED ORGANIZATION MEETINGS AND RETREATS (900 ATTENDEES/YEAR), PRIVATE RETREATANTS (150 ATTENDEES/YEAR), AND SPIRITUAL DIRECTION (150 ATTENDEES/YEAR). 2225423 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 14 0 1 21 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 18 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X TOM CATTAPAN 8473811261 420 W COUNTY LINE RD BARRINGTON IL 60010 ERIN MAIORCA EXECUTIVE DIRECTOR 40.00 X X 105384 0 26185 PAUL HORCHER CHAIR 1.00 X X 0 0 0 LAUREN HACKMAN-BROOKS VICE CHAIR 0.50 X X 0 0 0 PEG ANDERSON DIRECTOR 0.50 X 0 0 0 MARGARET BAER DIRECTOR 0.50 X 0 0 0 EUGENE R CROISANT DIRECTOR 0.50 X 0 0 0 JOHN DUFFY DIRECTOR 0.50 X 0 0 0 SHAWN GLANVILLE DIRECTOR 0.50 X 0 0 0 DAVID GLOEZER DIRECTOR 0.50 X 0 0 0 ALEX HALE SJ DIRECTOR 0.50 X 0 0 0 DAVID HERR SJ DIRECTOR 0.50 X 0 0 0 NANCY HULSEBOSCH DIRECTOR 0.50 X 0 0 0 REV TOM KRETTEK SJ DIRECTOR 0.50 X 0 0 0 BILL LOFTUS DIRECTOR 0.50 X 0 0 0 REV CHRIS MANAHAN SJ DIRECTOR 0.50 X 0 0 0 MICHAEL PEDERSON SJ DIRECTOR 0.50 X 0 0 0 TIM REULAND DIRECTOR 0.50 X 0 0 0 GRANT SHUMWAY PHD DIRECTOR 0.50 X 0 0 0 DARIUS VILLALOBOS DIRECTOR 0.50 X 0 0 0 105384 0 26185 1 0 0 0 CERES FOOD SERVICE 5343 W ROSCOE STREET CHICAGO IL 60641 CONTRACT FOOD SERVICE 482800 1 2466569 63398 2466569 RETREATS 721210 1279793 1279793 75TH ANNIVERSARY PROGRAMMING 721210 93005 93005 REIMBURSEMENTS 721210 88229 88229 1461027 96037 96037 3442792 2932731 510061 510061 510061 MISCELLANEOUS 721210 10932 10932 CONVENIENCE ITEMS 721210 3353 3353 14285 4547979 1461027 0 620383 X 20886 20886 156505 28171 56342 71992 924279 705167 119391 99721 40727 25559 7764 7404 163558 114362 26747 22449 51477 36450 8245 6782 2179 2179 42756 42756 58701 58701 550506 542643 7169 694 30129 30129 75028 73302 1200 526 27486 26854 440 192 281687 275207 4507 1973 243392 237794 3894 1704 48600 47482 778 340 SPECIAL EVENTS 26235 26235 100917 61417 39500 2845048 2225423 340113 279512 218088 276170 27397 1034673 475237 17125 14463 11686 16421 21930 18579 7093806 2186430 4964686 4907376 9270917 11257609 661476 573300 16200581 17566552 248906 219861 45956 107173 585000 879862 327034 X 11041058 13484380 4279661 3755138 15320719 17239518 16200581 17566552 1702931 215868 0 X 0 1 X 1 0 X 911840 1201445 1115957 1393668 2466569 7089479 1108119 980910 611870 1008961 1461027 5170887 2019959 2182355 1727827 2402629 3927596 12260366 50000 120312 25000 117500 312812 0 50000 120312 25000 117500 312812 11947554 395560 268629 135787 121494 96037 1017507 395560 268629 135787 121494 96037 1017507 5301 50104 5536 6367 14285 81593 2420820 2501088 1869150 2530490 4037918 13359466 0.89430 0.90020 0.07620 0.08130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4002382 17062 1211704 2807740 4026167 237473 83372 344630 4002382 3444191 465821 416155 300000 4026167 4538708 103424 403606 1601547 3444191 4721670 314422 489463 986847 4538708 1.00000 0 0 5534040 806543 4727497 1559766 1379887 179879 4907376 X 4696273 215868 17362 233230 4463043 58701 26235 84936 4547979 2777474 17362 17362 2760112 58701 26235 84936 2845048 PART X, LINE 2: THE ORGANIZATION WAS INCORPORATED ON MAY 16, 2013 IN THE STATE OF ILLINOIS AS A NOT-FOR-PROFIT CORPORATION AND HAS BEEN DETERMINED TO BE EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND COMPARABLE STATE LAW. ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 509(A)(2) OF THE IRC, IS SUBJECT TO FEDERAL INCOME TAX WHEN EARNED. THE ORGANIZATION CURRENTLY HAS NO UNRELATED BUSINESS INCOME AND ACCORDINGLY, NO PROVISION HAS BEEN MADE FOR EITHER FEDERAL OR STATE INCOME TAXES. THE ORGANIZATION HAS EVALUATED THE TAX POSITIONS TAKEN FOR ALL OPEN TAX YEARS. CURRENTLY, THE RETURNS FOR THE PRIOR THREE FISCAL YEARS ARE OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE; HOWEVER, THE ORGANIZATION IS NOT CURRENTLY UNDER AUDIT NOR HAS THE ORGANIZATION BEEN CONTACTED BY THIS JURISDICTION. BASED ON THE EVALUATION OF THE ORGANIZATION'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS WOULD BE UPHELD UNDER AN EXAMINATION; THEREFORE, NO PROVISIONS FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED FOR THE YEARS ENDED JUNE 30, 2023 AND 2022. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS 26,235. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS 26,235. 0 SCHOLARSHIPS 103 20886 X 8 63398 FMV 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS NOT FEWER THAN THREE AND NOT MORE THAN FOUR MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS HAVE THE POWER TO ELECT, APPOINT, OR REMOVE ANY OF THE MEMBERS OF THE BOARD OF DIRECTORS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B SECTION 2.12 OF THE ORGANIZATION'S BYLAWS HAS SUBSECTIONS 2.12(A) THROUGH 2.12(O), LISTING POWERS THAT ARE RESERVED TO THE MEMBERS, INCLUDING WITHOUT LIMITATION THE POWERS TO ALTER, AMEND, OR REPEAL THE ARTICLES OF INCORPORATION OR THE BYLAWS; APPROVING ANY MERGER, CONSOLIDATION, OR DISSOLUTION; AND AUTHORIZING THE DISPOSITION OF CORPORATION ASSETS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD HAS REVIEWED IN ADVANCE OF FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST HAS BEEN ADDRESSED THROUGH THE ANNUAL REVIEW OF THE BOARD OF DIRECTOR'S COMMITMENT AGREEMENT AND REVIEW OF THE 990 FORM. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS, THE BOARD INVESTIGATED COMPARABLE SALARIES AND DOCUMENTED THE DECISION IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE POLICIES ARE AVAILABLE BY REQUEST. FORM 990, PART IX, LINE 11G FOOD SERVICES: PROGRAM SERVICE EXPENSES 492,777. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 492,777. STIPENDS: PROGRAM SERVICE EXPENSES 49,866. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49,866. HR: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 7,169. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,169. DEVELOPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 694. TOTAL EXPENSES 694. USA MIDWEST PROVINCE OF THE SOCIETY OF JESUS ST IGNATIUS TRUST 2050 N CLARK ST CHICAGO IL 60614 454998878 RELIGIOUS ORGANIZATION IL 501(C)3 USA MIDWEST PROVINCE OF THE SOCIETY OF JESUS 0 USA MIDWEST PROVINCE OF THE SOCIETY OF JESUS ST IGNATIUS 1010 N HOOKER ST CHICAGO IL 60042 462552789 RELIGIOUS ORGANIZATION IL 501(C)3 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0