2018-06-27T14:00:16-05:00 2017-12-31 411397419 Abdo Eick & Meyers LLP 5201 Eden Avenue Suite 250 Edina MN 55436 990 2017-01-01 411701950 Community of Recovering People dba The Retreat COMM 9524760566 1221 Wayzata Blvd E Wayzata MN 55391 John Curtiss President 9524760566 2018-06-25 1 Steven D Anseth CPA P00552219 9528359090 2018-06-25 2017 2022-09-23 18:48:47Z The Retreat John Curtiss 1221 Wayzata Blvd E Wayzata MN 55391 9161389 0 X www.theretreat.org X 1992 MN Improve the quality of life for individuals, families & communities affected by alcoholism & drugs. 17 16 78 400 0 404 1212226 5521154 3707738 3358780 35583 90823 -25343 -68798 4930204 8901959 0 0 0 0 2548530 2731150 0 0 194853 1893447 1806156 4441977 4537306 488227 4364653 11223740 15591995 1827964 1729777 9395776 13862218 X To improve the quality of life for individuals, families and communities affected by alcohol and drug dependency by providing affordable, effective educational services grounded in the Twelve Step principles of Alcoholics Anonymous. 0 0 731595 453620 Residential and Non-Residential Services:A total of 630 guests were served in 2017 through our Residential Program at The Retreat in Wayzata, MN. The average length of stay for a guest in our residential program was 29 days. Seventy percent of the people participating were men and 30 percent were women with an average age of 40 years. The Retreat's Non-Residential Program in both St. Paul and Wayzata served a total of 124 people in 2017 and our Older Adult Program served 93. Our Scholarship program assisted 525 people in 2017 providing over $539,000 in scholarships. Teaching the essentials of recovery as embodied in the Twelve Steps of Alcoholics Anonymous and providing a strong focus on the basic principles of recovery are hallmarks of The Retreat philosophy. The Retreat creates an environment that promotes emotional and spiritual growth and helps establish a solid connection to the recovery community. Guests share their experience, strength and hope with one another, learning to trust and to understand the true nature of their illness and to take the steps necessary to recover.Retreat guests discover the importance of practicing the Twelve Step principles of Alcoholics Anonymous in their daily lives and gain a commitment to undergo the personal change so important to recovery. Mentoring and sponsorship deepen this process of change. Staff and volunteers who have walked a similar path share their experience and help guests to take the actions necessary to recover from their alcoholism or chemical dependency.Our outcomes continue to remain strong. According to our independent follow-up evaluations conducted through 2016, 61.8 percent of our guests reported total abstinence from all mood-altering chemicals for the 6 months after their involvement at The Retreat and 55.6 percent were continuously abstinent for twelve months following their stay. It's important to note that of those who did relapse following their stay, 81.6 percent had one or two episodes of use and returned to abstinence and were at least 60 days sober at the time of the 12-month survey. The evaluation also showed 87 percent of our guests said their quality of life had improved significantly and 96.5 percent reported high or very high satisfaction with The Retreat, indicating they would recommend it to others. 2856997 2522287 Sober Residences:We operate 6 Sober Residences in the beautiful Crocus Hill area of St. Paul, MN. We offer 78 beds, 66 for men and 12 for women. In 2017 we served a total of 106 residents. The Sober Residences gives individuals the opportunity to put into practice the principles of recovery embodied in the Twelve Steps of Alcoholics Anonymous. With its close proximity to AA meetings, coffee houses and employment opportunities, residents become fully immersed in the recovery community and are provided the time structure and support essential to building a strong foundation of recovery.Housed separately, men and women work closely with sponsors to create a safe and supportive environment while establishing a solid foundation for recovery. Each resident commits to living at the Sober Residence for a minimum of six months. The fee ranges from $575 - $850 per month. 182366 383876 Family Program:Our Family program runs Thursday evening through Sunday noon two times each month. In 2017 there were 354 people that attended the 4-day retreat.Alcoholism is a disease that affects the entire family. At The Retreat, we recognize the need for family members and loved ones to embark upon their own spiritual journey of recovery. The Retreat Family Program allows those negatively impacted by alcoholism and drug dependency to begin the healing process and encourages family members and loved ones to further explore how their lives have been personally affected by the disease. The Retreat Family Program gives participants the opportunity to better understand addiction, family dynamics and the process of recovery embodied in the Twelve Steps of Al-Anon. 106350 59485 Other Programs:We operate 6 Sober Residences in the beautiful Crocus Hill area of St. Paul, MN. We offer 78 beds, 66 for men and 12 for women. In 2017 we served a total of 106 residents. The Sober Residences gives individuals the opportunity to put into practice the principles of recovery embodied in the Twelve Steps of Alcoholics Anonymous. With its close proximity to AA meetings, coffee houses and employment opportunities, residents become fully immersed in the recovery community and are provided the time structure and support essential to building a strong foundation of recovery.Housed separately, men and women work closely with sponsors to create a safe and supportive environment while establishing a solid foundation for recovery. Each resident commits to living at the Sober Residence for a minimum of six months. The fee ranges from $575 - $850 per month. A total of 115 people took part in our Non-Residential Program in St. Paul and Wayzata. The Non-Residential Program is for those who desire the Retreat experience but are not able to step aside from the responsibilities of their daily lives. Participants learn to incorporate the Twelve Steps and Twelve Traditions into their day-to-day activities and relationships. 106350 59485 3877308 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 11 0 1 78 1 1 1 0 0 0 0 0 0 0 0 0 X 17 16 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MN X X Debbie Johnson 9524760566 1221 Wayzata Blvd E Wayzata MN 55391 Terry Troy Chairman 1.00 X X 0 0 0 Gale Sharpe Vice Chairman 1.00 X X 0 0 0 Robert Harvey Secretary 1.00 X X 0 0 0 Judy Halabrin Treasurer 1.00 X X 0 0 0 Patty Connelly Member 0.50 X 0 0 0 John Beal Member 0.50 X 0 0 0 Robert Bisanz Life Member 0.50 X 0 0 0 John Brown Jr Member 0.50 X 0 0 0 Fran Coyne Member 0.50 X 0 0 0 Kevin Hart Member 0.50 X 0 0 0 Gordon Hendrickson Member 0.50 X 0 0 0 Larry Koll Member 1.00 X 0 0 0 Marie Manthey Member 0.50 X 0 0 0 Kim Culp Member 0.50 X 0 0 0 Joanne Sitt Member 0.50 X 0 0 0 John Curtiss President 50.00 X X 279663 0 125713 Chuck Lynch Member 0.50 X 0 0 0 Dirk Miller Member 0.50 X 0 0 0 Kathy Gabler Member 0.50 X 0 0 0 Michael McDermott Member 0.50 X 0 0 0 Debbie Johnson Dir of Operations/Finance 45.00 X 98072 0 31678 Tara Tobin Director of Marketing 40.00 X 106837 0 17449 484572 0 174840 2 0 1 0 0 348206 5172948 7995 5521154 Retreat Services 623990 2471564 2471564 Family Program 624100 383876 383876 Nonresidential 624100 299570 299570 Residential Program 624200 154050 154050 Spiritual Development 624100 49720 49720 3358780 40100 40100 148970 98247 50723 50723 50723 82620 348206 161183 -78563 -78563 Cash Surrender Value 900099 9765 9765 9765 8901959 3419268 0 -38463 535126 368907 113513 52706 1531962 1319129 127652 85181 503674 409320 83837 10517 160388 134220 21775 4393 1081 1081 11800 11800 41285 34366 6919 180918 149251 31667 109267 96438 11052 1777 403433 383199 19879 355 55370 51484 2710 1176 44213 42002 2211 413596 372236 41360 59911 56915 2996 Food services costs 300854 300854 Supplies 75660 62604 13056 Dues and subscriptions 66448 59981 3157 3310 Equipment Expenses 20553 19525 1028 0 21767 16877 1119 3771 4537306 3877308 465145 194853 862794 1470399 645173 762136 70610 3743645 32209 18335 47778 27854 13310490 4728774 8696177 8581716 736015 845161 132984 142749 11223740 15591995 147767 226716 38440 79204 1294831 1124338 346926 299519 1827964 1729777 X 8347303 9325821 412806 3820835 635667 715562 9395776 13862218 11223740 15591995 X 4364653 101663 127 X X 0 1 X 1 0 X 951186 1422842 843224 1203138 5532124 9952514 951186 1422842 843224 1203138 5532124 9952514 2421591 7530923 136431 35996 29874 29626 40100 272027 -130757 -178988 339053 277917 279408 586633 10811174 17161258 0.69660 0.76160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 635667 79895 715562 635667 635667 752413 116746 635667 751413 1000 752413 730800 20613 751413 1.00000 0 0 1402149 1402149 10498814 3840822 6657992 1294608 887952 406656 114919 114919 8581716 Endowment 845161 F 845161 Sobriety deposits 22000 Retirement Liability 277519 299519 X 9003622 101663 101663 8901959 0 8901959 4537305 0 4537305 0 4537305 Part V, Line 4: To provide funds for scholarships for future Retreat guests, family initiatives, and general operations. Part X, Line 2: The Organization is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and Minnesota Statute 290.05. Because the Organization is a public charity, contributions to it may be deductible for tax purposes. Management believes that it is not reasonably possible for any tax position benefits to increase or decrease significantly over the next 12 months. As of December 31, 2017 and 2016, there were no income tax related accrued interest or penalties recognized in either the statement of financial position or the statement of activities. The Organization files informational returns in the U.S. federal jurisdiction, and in the Minnesota state jurisdiction. U.S. federal returns and Minnesota returns prior to fiscal year 2014 are closed. No returns are currently under examination in any tax jurisdiction. Part XII, Line 2d - Other Adjustments: Pension-related changes X X X X X X 1 MN Golf Event 201634 172884 28750 69581 Imagine Event 204442 175322 29120 30068 0 18739 2 24750 24750 42795 430826 348206 82620 69581 30068 61534 161183 -78563 MN 1 0 0 0 0 0 X X 0 1 0 0 0 0 0 0 0 John Curtiss President 279663 0 0 0 0 0 83925 0 41788 0 405376 0 0 0 Part I, Line 4b John Curtiss participates in a 457(f) plan sponsored by the Organization. Form 990, Part VI, Section A, line 2 Terry Troy and Bob Bisanz have a business relationship. Form 990, Part VI, Section B, line 11b The Form 990 is reviewed and approved first by the Finance Committee and then reviewed by the entire Board of Directors. Form 990, Part VI, Section B, line 12c Board members and officers annually sign the conflict of interest policy. Form 990, Part VI, Section B, line 15 Executive committee of the Board of Directors obtained comparability data and made a formal presentation to the full Board of Directors for discussion and approval of the President's compensation package. There was a three month study and deliberation process prior to approval. The National Association of Alcholic Treatment Professionals payroll study is reviewed every 2-3 years to assist in determining salary levels. Form 990, Part VI, Section C, line 19 The organization makes these documents available upon request. Form 990, Part XI, line 9: Pension-related changes other than net periodic pension cost 127. Form 990, Part XII, Line 2c There have been no changes from the prior year.