2025-11-07T17:24:57-06:00 2024-12-31 814234542 BPM LLP ONE CALIFORNIA STREET SUITE 2500 SAN FRANCISCO CA 941115426 990 2024-01-01 941230997 THE JESUIT RETREAT CENTER OF LOS ALTOS JESU 6509174010 300 MANRESA WAY LOS ALTOS CA 94022 CHI NGO EXECUTIVE DIRECTOR 6509174010 2025-11-06 1 0 JEANETTE M LEE P01073684 4154215757 2025-11-06 2024 2025-03-06 01:10:19Z CHI NGO 300 MANRESA WAY LOS ALTOS CA 94022 9236362 0 X WWW.JRCLOSALTOS.ORG X 1925 CA THE JESUIT RETREAT CENTER OF LOS ALTOS WAS FORMED FOR THE PURPOSE OF PROVIDING SPIRITUAL MINISTRIES AND RETREATS. 16 16 28 16 0 0 1008008 2362920 1818269 1859658 7592 75390 -790 3800 2833079 4301768 52506 47411 0 0 1191839 1466068 33000 0 433955 1150410 1346065 2427755 2859544 405324 1442224 5641590 7285813 583737 733500 5057853 6552313 X THE JESUIT RETREAT CENTER OF LOS ALTOS, A COMMUNITY OF PRAYER, OFFERS THE SPIRITUAL EXERCISES OF ST. IGNATIUS LOYOLA TO ALL. THROUGH OUR SHARING OF THE EXERCISES, ROOTED IN THE WORD OF GOD AND IN THE CATHOLIC TRADITION, THE SPIRIT FREES MINDS AND HEARTS TO MATURE IN FRIENDSHIP WITH CHRIST, TO FIND GOD IN EVERY ASPECT OF EXPERIENCE, AND TO LIVE GOSPEL VALUES. 0 0 1875075 47411 1865139 THE JESUIT RETREAT CENTER'S PROGRAMS WERE VERY WELL RECEIVED AND ATTENDED. WE SERVED APPROXIMATELY 6,200 PEOPLE IN 2024. OUR TWO FR GREG BOYLE RETREATS, AS ALWAYS, WERE VERY SUCCESSFUL AND WE CONTINUED OUR COMMITMENT TO PROVIDE FREE ANNUAL RETREATS TO HOMEBOYS AND HOMEGIRLS. DUE TO OUR CONTINUED WORK WITH FUNDERS AND DONORS, WE WERE ABLE TO PROVIDE DISCOUNTED AND FREE RETREATS TO RELIGIOUS SISTERS, UNDERSERVED COMMUNITIES, ETHNIC GROUPS AND OTHERS WHO WOULD OTHERWISE NOT BE ABLE TO AFFORD A RETREAT. 1875075 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 1 28 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 0 0 0 0 CA X ROSEMARY GENERALI 6509174075 300 MANRESA WAY LOS ALTOS CA 94022 FR JOHN AUTHER BOARD MEMBER 0.50 X 0 0 0 JEFF BANCHERO BOARD MEMBER (THRU 6/24) 0.50 X 0 0 0 TOM FIKE BOARD MEMBER 1.00 X 0 0 0 CONOR FLANNERY BOARD CHAIR 0.50 X X 0 0 0 JOHN GARDNER TREASURER 0.50 X X 0 0 0 GRACE SALCEANU BOARD MEMBER 0.50 X 0 0 0 ELIZABETH HANLEY BOARD MEMBER 0.50 X 0 0 0 SEAN HANLON TREASURER (THRU 6/24) 0.50 X X 0 0 0 HEIDI KALLEN BOARD MEMBER 0.50 X 0 0 0 LORRAINE SHEPHERD BOARD MEMBER 0.50 X 0 0 0 KIM MANCA BOARD CHAIR (THRU 6/24) 1.00 X X 0 0 0 FR TONY MANCUSO BOARD MEMBER 0.50 X 0 0 0 MARY COADY BOARD MEMBER 0.50 X 0 0 0 FR JACK MITCHELL BOARD MEMBER 0.50 X 0 0 0 FR PETER PABST BOARD MEMBER 0.50 X 0 0 0 RITA CARROLL SECRETARY 1.50 X X 0 0 0 TOM NANN BOARD MEMBER 0.50 X 0 0 0 VANESSA ZECHER BOARD MEMBER 0.50 X 0 0 0 PAUL VENABLES BOARD MEMBER 0.50 X 0 0 0 JIM WHITEHEAD BOARD MEMBER (THRU 6/24) 0.50 X 0 0 0 FR CHI NGO EXECUTIVE DIRECTOR 40.00 X 0 0 0 ROSEMARY GENERALI CHIEF FINANCIAL OFFICER 40.00 X 96311 0 6176 TOD THORPE MAJOR GIFTS OFFICER 40.00 X 105246 0 16785 201557 0 22961 1 0 0 0 0 56658 2306262 2362920 RETREAT REVENUE 812900 1702473 1702473 OTHER RELIGIOUS PROGRAMS 812900 157185 157185 1859658 129763 129763 4861997 4904614 11756 -42617 -11756 -54373 -54373 0 56658 1681 -1681 -1681 22024 16543 5481 5481 4301768 1865139 0 73709 47411 47411 102488 66617 25622 10249 1043406 588937 226513 227956 50447 32790 12612 5045 177599 115439 44400 17760 92128 59883 23032 9213 116 75 29 12 47751 31038 11938 4775 400 260 100 40 50629 32909 12657 5063 616 400 154 62 58923 38300 14731 5892 131171 85261 32793 13117 11042 7178 2761 1103 81117 52726 20279 8112 110728 71973 27682 11073 RETREAT COSTS 320396 320396 COMMUNITY AND RELIGIOUS 192500 192500 REPAIRS AND MAINTENANCE 108051 70233 27013 10805 CAPITAL CAMPAIGN EXPENS 58520 58520 174105 60749 68198 45158 2859544 1875075 550514 433955 1767946 800260 240700 35343 66156 31819 36148 99685 74379 6579365 5118597 1183448 1460768 2523349 4607402 5641590 7285813 118971 197699 464766 535801 583737 733500 X 4187290 3847971 870563 2704342 5057853 6552313 5641590 7285813 1442224 52236 0 X 0 1 X 1 0 X 846987 1030129 496353 1008008 2362920 5744397 496915 815456 1723607 1837792 1865239 6739009 1343902 1845585 2219960 2845800 4228159 12483406 10000 275000 1440000 1725000 0 10000 275000 1440000 1725000 10758406 28455 31268 32252 41420 129763 263158 28455 31268 32252 41420 129763 263158 1372357 1876853 2252212 2887220 4357922 12746564 0.84400 0.98340 0.02060 0.01560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 382445 382445 5699960 4731554 968406 6783 992 5791 312379 211529 100850 177798 174522 3276 1460768 4355686 52237 52237 4303449 -1681 -1681 4301768 2861225 1681 1681 2859544 0 2859544 PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -1,681. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING DIRECT EXPENSES 1,681. CENTENNIAL GARDEN 56658 56658 658 1023 56658 56658 658 1023 1681 -1681 1 SCHOLARSHIPS 427 47411 PART I, LINE 2: GRANTS ARE MONITORED TO ENSURE THEY ARE USED FOR PROPER PURPOSES ON A MONTHLY BASIS, BY DOCUMENTING INDIVIDUALS AND GROUPS WHO RECEIVED DISCOUNTED RETREATS, THE NAMES AND DATES OF THE RETREATS AND THE REASON FOR THE DISCOUNT. FORM 990, PART IV, LINE 12A & PART XII, LINE 2A: AS OF THE DATE OF THE FILING OF THE 2024 990, THE 2024 FINANCIAL AUDIT IS IN PROCESS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE A COMMITTEE WITH BROAD AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE BOARD TREASURER/FINANCE COMMITTEE, WHO THEN MAKE THEIR RECOMMENDATION TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C BOARD OF DIRECTORS IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST POLICY YEARLY. STAFF IS REQUIRED TO COMPLY WITH OUR HANDBOOK WHICH STATES "IF THERE IS ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST BETWEEN YOU AND A COMPETITOR, SUPPLIER, DISTRIBUTOR, OR CONTRACTOR TO THE COMPANY, YOU MUST DISCLOSE IT TO YOUR MANAGER". FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.