Nonprofit · EIN 37-1588556
HOLY NAME RETREAT CENTER
Tax-exempt · HOUSTON, TX 77024
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,847,922 | $2,088,784 | -$240,862 | $1,699,124 | $284,172 | $1,414,952 |
| June 30, 2024 | 990 | $1,731,641 | $1,899,733 | -$168,092 | $1,700,589 | $256,066 | $1,444,523 |
| June 30, 2023 | 990 | $1,861,884 | $1,747,748 | $114,136 | $1,830,936 | $218,321 | $1,612,615 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $626,172
- Program service revenue
- $1,188,607
- Investment income
- $34,937
- Net income from fundraising events
- -$1,794
- Other revenue
- -$1,794
Expenses
- Grants and similar amounts paid
- $2,136
- Compensation of officers, directors and key employees
- $58,718
- Other salaries and wages
- $699,149
- Salaries, compensation and benefits (total)
- $1,094,558
- Professional fundraising fees
- $0
- Accounting fees
- $8,950
- Occupancy
- $154,299
- Travel
- $5,599
- Depreciation
- $151,151
- Program services (functional)
- $1,207,344
- Management and general (functional)
- $772,508
- Fundraising (functional)
- $108,932
Balance sheet and other
- Total assets, start of year
- $1,700,589
- Total assets, end of year
- $1,699,124
- Total liabilities, end of year
- $284,172
- Net assets, end of year
- $1,414,952
- Land, buildings and equipment
- $703,174
- Net assets without donor restrictions
- $1,234,711
- Net assets with donor restrictions
- $180,241
- Gross receipts
- $1,965,092
- Employees
- 27
- Volunteers
- 40
- Year formed
- 2009
- State of legal domicile
- TX
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Haidee Todora | Retreat Center Director Officer | 40 | $54,693 | $4,025 |
| Bruce Bricarrell | Chairman Trustee or director, Officer | 12 | $0 | $0 |
| Fallon Egan | Vice Chairman Trustee or director, Officer | 12 | $0 | $0 |
| Sandra Sierra | Treasurer Trustee or director, Officer | 12 | $0 | $0 |
| Monica Morales | Secretary Trustee or director, Officer | 12 | $0 | $0 |
| Rich Eimer | Policy Governance Trustee or director | 12 | $0 | $0 |
| David Gilkeson | Board Affairs Trustee or director | 12 | $0 | $0 |
| Deacon Patrick Hancock | Board Affairs Trustee or director | 12 | $0 | $0 |
| Bruce Marek | Board Affairs Trustee or director | 12 | $0 | $0 |
| Gary Russell | Financials Trustee or director | 12 | $0 | $0 |
| Fr John Schork CP | Congregation of the Passion Trustee or director | 12 | $0 | $0 |
| Gary Storemski | Board Affairs Trustee or director | 12 | $0 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| James Anderson | Retreat Center Director Officer | 40 | $78,933 | $15,438 |
| Bruce Bricarell | Chairman Trustee or director, Officer | 1 | $0 | $0 |
| Sandra Sierra | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| David Gilkeson | Secretary thru 12/23 Trustee or director, Officer | 1 | $0 | $0 |
| Fallon Egan | Secretary from 1/24 Trustee or director, Officer | 1 | $0 | $0 |
| Ron Bickers | Strategic Planning Trustee or director | 1 | $0 | $0 |
| Rich Eimer | Policy Governance Trustee or director | 1 | $0 | $0 |
| Deacon Pat Hancock | Board Affairs Trustee or director | 1 | $0 | $0 |
| Bruce Marek | Board Affairs Trustee or director | 1 | $0 | $0 |
| Janet Northrup | Board Affairs Trustee or director | 1 | $0 | $0 |
| Fr John Schork CP | Congregation of the Passionist Trustee or director | 1 | $0 | $0 |
| Gary Storemski | Board Affairs Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Katherine Mims | Retreat Center Director Officer | 40 | $79,246 | $18,845 |
| James L Anderson | Administrator Officer | 40 | $71,784 | $20,343 |
| Ron Bickers | Chair Trustee or director, Officer | 1 | $0 | $0 |
| Dennis Storemski | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| David Gilkeson | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Sandra Sierra | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Bruce Bricarell | Director Trustee or director | 1 | $0 | $0 |
| Fallon Egan | Director Trustee or director | 1 | $0 | $0 |
| Robert Hodgson | Director Trustee or director | 1 | $0 | $0 |
| Tomi Magee | Director Trustee or director | 1 | $0 | $0 |
| Janet Northrup | Director Trustee or director | 1 | $0 | $0 |
| Father John Schork | Board Member and Trustee Trustee or director | 20 | $0 | $0 |
| Fr Nicholas Divine | Ministry Director Officer | 40 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 430 BUNKER HILL RD, HOUSTON, TX 77024-6308
- In care of
- % JOE H CASTRO
- Principal officer (990 for 2024)
- Paul Valdez, 430 Bunker Hill Road, Houston, TX 77024
- Signed the 990
- Paul Valdez, Director of Operations
- Phone
- (713) 464-0211
- Return prepared by
- Blazek & Vetterling
Mission
In keeping with Paul of the Cross's vision, Holy Name Retreat Center supports and encourages the great human and spiritual adventure: the discovery of God and God's loving compassion through Christ Crucified. Holy Name Retreat Center exists to provide hospitality, healing, compassion, and opportunities for spiritual growth for all people.
Program accomplishments
- The Retreat Center holds weekend retreats, days of reflection, and training in spiritual direction conducted by Passionist priests for the Catholic and larger Christian community. The Retreat Center also has weekend retreats and days of reflection conducted by Passionist priests for the 12 Step fellowship. Facilities are provided for scheduled daily meetings for the 12 Step fellowship.The Retreat Center sells religious books relevant to participants in both Passionist-directed and hosted programs.Expenses $1,207,344 · grants $2,136 · revenue $1,188,607
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 37-1588556
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Church
- Exempt since
- 1946
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Group exemption
- 0928: UNITED STATES CATHOLIC CONFERENCE
- Assets (IRS master file)
- $1,699,124
- Income (IRS master file)
- $1,965,092
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,847,922 | $2,088,784 | $1,699,124 | IRS |
| 990 | June 2024 | $1,731,641 | $1,899,733 | $1,700,589 | IRS |
| 990 | June 2023 | $1,861,884 | $1,747,748 | $1,830,936 | XML |
| 990 | June 2022 | $1,631,047 | $1,570,216 | $1,687,932 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 37-1588556).
Questions about HOLY NAME RETREAT CENTER
- What is the EIN of HOLY NAME RETREAT CENTER?
- The employer identification number (EIN) of HOLY NAME RETREAT CENTER is 37-1588556.
- Is HOLY NAME RETREAT CENTER tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
- Which annual return does HOLY NAME RETREAT CENTER 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 HOLY NAME RETREAT CENTER due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HOLY NAME RETREAT CENTER last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of HOLY NAME RETREAT CENTER?
- The 990 for the year ended June 30, 2025 names Paul Valdez.
- Who are the officers and directors of HOLY NAME RETREAT CENTER?
- The 990 for the year ended June 30, 2025 lists 12 people; 1 received compensation from the organization, the highest $54,693 (Haidee Todora, Retreat Center Director).
- How much revenue does HOLY NAME RETREAT CENTER have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,847,922, expenses of $2,088,784 and total assets of $1,699,124 at year end.
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