Nonprofit · EIN 11-2862256
RETREAT INC
Tax-exempt · EAST HAMPTON, NY 11937
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $7,221,784 | $7,323,012 | -$101,228 | $4,708,429 | $665,477 | $4,042,952 |
| December 31, 2024 | 990 | $6,677,034 | $6,418,954 | $258,080 | $5,172,428 | $1,010,044 | $4,162,384 |
| December 31, 2023 | 990 | $5,913,400 | $5,812,875 | $100,525 | $4,983,189 | $1,160,645 | $3,822,544 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $6,132,006
- of which government grants
- $3,758,476
- Program service revenue
- $0
- Investment income
- $189,096
- Net gain from sales of assets
- $136,200
- Net income from fundraising events
- $872,354
- Other revenue
- $900,682
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $407,601
- Other salaries and wages
- $4,141,507
- Salaries, compensation and benefits (total)
- $5,617,261
- Professional fundraising fees
- $0
- Accounting fees
- $28,750
- Occupancy
- $365,170
- Travel
- $89,238
- Depreciation
- $57,958
- Program services (functional)
- $4,857,737
- Management and general (functional)
- $2,034,918
- Fundraising (functional)
- $430,357
Balance sheet and other
- Total assets, start of year
- $5,172,428
- Total assets, end of year
- $4,708,429
- Total liabilities, end of year
- $665,477
- Net assets, end of year
- $4,042,952
- Land, buildings and equipment
- $1,109,413
- Publicly traded securities
- $1,518,210
- Net assets without donor restrictions
- $4,042,952
- Gross receipts
- $9,174,343
- Employees
- 95
- Volunteers
- 25
- Year formed
- 1987
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Cate Carbonaro | Executive Director | 35 | $219,999 | $422 |
| Julia Smith | Sr Director of Finance and Operatio | 35 | $172,651 | $14,529 |
| Romarie McCue | Program Director | 35 | $104,763 | $16,837 |
| Jamie Parker | Attorney | 35 | $103,018 | $17,954 |
| Elise Trucks | Devel. Director | 35 | $104,005 | $14,104 |
| Ani Antresyean | Board Member Trustee or director | 1 | $0 | $0 |
| Maria Crocitto | Board Member Trustee or director | 1 | $0 | $0 |
| Kristen Erickson | Board Member Trustee or director | 1 | $0 | $0 |
| Markie Hancock | Board member Trustee or director | 1 | $0 | $0 |
| Ayse Manyas Kenmore | Board Member Trustee or director | 1 | $0 | $0 |
| Anne Kothari | Board member Trustee or director | 1 | $0 | $0 |
| Irma Negron | Board member Trustee or director | 1 | $0 | $0 |
| Nikki Shomer | Board Member Trustee or director | 1 | $0 | $0 |
| Renee Turner | Board Member Trustee or director | 1 | $0 | $0 |
| Francesca L Odell | Co-President Trustee or director, Officer | 1 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Claudia Pilato | Co-President Trustee or director, Officer | 1 | $0 |
| Ellie Kurrus | Vice President Trustee or director, Officer | 1 | $0 |
| Michael Goldstein | Treasurer Trustee or director, Officer | 1 | $0 |
| Ryland Hilbert | Secretary Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2024: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Loretta K Davis | Executive Director | 35 | $204,529 | $4,914 |
| Julia Smith | Sr. Dir of Finance | 35 | $147,110 | $5,707 |
| MariBeth Klucina | Dir. of Finance | 35 | $105,012 | $8,980 |
| Ani Antresyean | Board Member Trustee or director | 1 | $0 | $0 |
| Maria Crocitto | Board Member Trustee or director | 1 | $0 | $0 |
| Kristen Erickson | Board Member Trustee or director | 1 | $0 | $0 |
| Markie Hancock | Board member Trustee or director | 1 | $0 | $0 |
| Ayse Manyas Kenmore | Board Member Trustee or director | 1 | $0 | $0 |
| Anne Kothari | Board member Trustee or director | 1 | $0 | $0 |
| Irma Negron | Board member Trustee or director | 1 | $0 | $0 |
| Nikki Shomer | Board Member Trustee or director | 1 | $0 | $0 |
| Renee Turner | Board Member Trustee or director | 1 | $0 | $0 |
| Francesca L Odell | Co-President Trustee or director, Officer | 1 | $0 | $0 |
| Claudia Pilato | Co-President Trustee or director, Officer | 1 | $0 | $0 |
| Ellie Kurrus | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Michael Goldstein | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Ryland Hilbert | Secretary Trustee or director, Officer | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Loretta K Davis | Executive Director | 35 | $210,423 | $8,850 |
| Julia Smith | Sr. Dir of Finance | 35 | $136,034 | $9,708 |
| MariBeth Klucina | Dir. of Finance | 35 | $104,733 | $8,293 |
| Jalai Duroseau | Board Member Trustee or director | 1 | $0 | $0 |
| Michael Goldstein | Board Member Trustee or director | 1 | $0 | $0 |
| Maritza Guichay | Board Member Trustee or director | 1 | $0 | $0 |
| Julie Hatfield | Board Member Trustee or director | 1 | $0 | $0 |
| Ayse Manyas Kenmore | Board Member Trustee or director | 1 | $0 | $0 |
| Nikki Shomer | Board Member Trustee or director | 1 | $0 | $0 |
| Ana Stuckart | Board Member Trustee or director | 1 | $0 | $0 |
| Francesca Odell | Co-President Trustee or director, Officer | 1 | $0 | $0 |
| Claudia Pilato | Co-President Trustee or director, Officer | 1 | $0 | $0 |
| Elle Kurrus | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Andrew Stern | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Vivienne Keegan | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Ryland Hilbert | Board Member Trustee or director | 1 | $0 | $0 |
| Amy Suyrullo | Board Member Trustee or director | 1 | $0 | $0 |
| Makie Hancock | Board Member Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 13 GOODFRIEND DR, EAST HAMPTON, NY 11937-2584
- Principal officer (990 for 2025)
- Cate Carbonaro
- Signed the 990
- Cate Carbonaro, Executive Director
- Phone
- (631) 329-4398
- Website
- www.theretreatinc.org
- Return prepared by
- Nawrocki Smith LLP
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.
Program accomplishments
- 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 disabilitiesExpenses $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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 11-2862256
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1988
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P43Z)
- Assets (IRS master file)
- $4,708,429
- Income (IRS master file)
- $9,174,343
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $7,221,784 | $7,323,012 | $4,708,429 | XML |
| 990 | December 2024 | $6,677,034 | $6,418,954 | $5,172,428 | XML |
| 990 | December 2023 | $5,913,400 | $5,812,875 | $4,983,189 | XML |
| 990 | December 2022 | $5,448,940 | $5,662,039 | $4,513,010 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 11-2862256).
Questions about RETREAT INC
- What is the EIN of RETREAT INC?
- The employer identification number (EIN) of RETREAT INC is 11-2862256.
- Is RETREAT INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to RETREAT INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does RETREAT INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of RETREAT INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RETREAT INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of RETREAT INC?
- The 990 for the year ended December 31, 2025 names Cate Carbonaro.
- Who are the officers and directors of RETREAT INC?
- The 990 for the year ended December 31, 2025 lists 19 people; 5 received compensation from the organization, the highest $219,999 (Cate Carbonaro, Executive Director).
- How much revenue does RETREAT INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $7,221,784, expenses of $7,323,012 and total assets of $4,708,429 at year end.
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