Arnold Hall INC FY2021 filing

Tax-deductible

Pembroke, MA501(c)(3)Since 1988ReligionEIN 22-2936068Revenue $1.9M in FY2021

On file with the IRSarnoldhall.org1 Randall St, 02359-2044 · Pembroke, MATax-exempt since Mar 1989Publicly supported charity — 170(b)(1)(A)(vi)

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The Corporation operates a conference center in Pembroke, MA in support of educational and religious programs conducted by Opus Dei, a Prelature of the Catholic Church.

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
$3K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $439K a year · 24% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$3K
to officers and key staff · 0.2% of spending
Looks good: pay to officers and key staff is 0% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.4 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $739K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$51
<0.01% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 12 voting members
Looks good: 10 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.9M
+67% vs prior year
Spent
$1.4M
To programs
85%
Net assets
$2.3M
By yearFY2020–FY2025
Revenue
$1.9M
FY2021▲ +67%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.1M
FY2021$1.9M
FY2022$1.9M
FY2023$1.9M
FY2024$1.7M
FY2025$2.4M
Expenses
$1.4M
FY2021▲ +12%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.2M
FY2021$1.4M
FY2022$1.3M
FY2023$1.5M
FY2024$1.5M
FY2025$1.5M
Net assets
$2.3M
FY2021▲ +28%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.8M
FY2021$2.3M
FY2022$2.9M
FY2023$3.4M
FY2024$3.7M
FY2025$4.8M

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1989.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $1.2M Management & general 15% · $202K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

12 people listed on the 990; $3K paid to officers and key staff.

Part VII, Section A · reportable compensation
Vice Presexec Directo
$3,333Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Shareen Rador’s $12K as Vice Presexec Directo is at the 2nd percentile of top reported officer pay among 1636 $1–10M religion nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Shareen Rador$11,666$3,333————
Ana Bachman—$7,333$8,667$8,000$3,333—
Alicia Medina—————$8,000

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Arnold Hall INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Hosts a conference center for religious and educational programs.

Provided by the organization

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1 program · $1.2M · in their own filed words · FY2021
01

The objective of the programs offered at Arnold Hall is to provide an opportunity for men and women to seek to deepen their understanding of the Roman Catholic faith and their personal role in bringing God's love to every corner of society.

$1.2Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 3 funders$739K
See all 3 funders →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$1.9M
Ln 12
Fees for servicesLn 2g$955K
Gifts and grantsLn 1h$923K
Investment incomeLn 3$26K
Money outPt IX
$1.4M
Ln 25
Programscol B$1.2M
Managementcol C$202K
Owns and owesPt X
$2.3M
net assets · Ln 32
Cash and savingsLn 1–2$158K
Total assetsLn 16$2.3M
LiabilitiesLn 26$51
PeoplePt VI, VII
12
listed · VII A
PaidVII A1
Voting boardVI 1a12
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$923K
Government grantsLn 1e$72K
Noncash giftsLn 1g$7K
Fees for servicesLn 2g$955K
Investment incomeLn 3$26K
Gains on assetsLn 7−$603
Total revenueLn 12$1.9M
Assets in detailPt X, end of year
CashLn 1$158K
Cash and savings togetherLn 1–2$158K
InvestmentsLn 11–13$846K
Land, buildings, equipmentLn 10c$1.3M
Total assetsLn 16$2.3M
LiabilitiesLn 26$51
Net assetsLn 32$2.3M
OperationsPt I, VI
EmployeesI 530
VolunteersI 620
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$356K$158K
InvestmentsLn 11–13$846K
Land, buildings, equipmentLn 10c$1.4M$1.3M
Total assetsLn 16$1.8M$2.3M
LiabilitiesLn 26$40$51
Net assetsLn 32$1.8M$2.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$8K$8K
Other salaries and wagesLn 7$340K$298K$43K
Other employee benefitsLn 9$110K$93K$17K
Payroll taxesLn 10$28K$25K$4K
Management feesLn 11a$1K$1K
Investment management feesLn 11f$2K$2K
Office expensesLn 13$46K$5K$41K
Information technologyLn 14$3K$3K
OccupancyLn 16$452K$406K$45K
TravelLn 17$37K$29K$8K
Conferences, conventions and meetingsLn 19$31K$24K$7K
Depreciation, depletion and amortizationLn 22$209K$188K$21K
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$116K$116K
Total functional expensesLn 25$1.4M$1.2M$202K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $2.4M$1.5M$897K$4.8M 990 PDF
FY2024 $1.7M$1.5M$263K$3.7M 990 PDF
FY2023 $1.9M$1.5M$451K$3.4M 990 PDF
FY2022 $1.9M$1.3M$603K$2.9M 990 PDF
FY2021 Viewing $1.9M$1.4M$518K$2.3M 990 PDF
FY2020 $1.1M$1.2M−$99K$1.8M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $1,903,962 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $484,261$922,672
I-9 Program service revenuePrior year $657,731$955,278
I-10 Investment income$26,012
I-11 Other revenue$0
I-12 Total revenuePrior year $1,141,992$1,903,962
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $428,442$487,173
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $812,078$898,944
I-18 Total expensesPrior year $1,240,520$1,386,117
I-19 Revenue less expensesPrior year −$98,528$517,845
Part VI · Governance 10 of 12 board members independent, 1 to look at
VI-1a Voting members of the governing body12
VI-1b Independent voting members10
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $1,903,962 across 9 lines filed
VIII-1e Government grants$71,585
VIII-1f All other contributions, gifts and grants$851,087
VIII-1g Noncash contributions (included above)$6,661
VIII-1h Total contributions, gifts and grants$922,672
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $955,278$955,278
VIII-3 Investment incomeExcluded from tax $26,615$26,615
VIII-7 Net gain or loss on sales of assets−$603
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $955,278 · Excluded from tax $26,615$1,903,962
Part IX · Statement of functional expenses $1,386,117 across 14 lines filed
IX-5 Pay of current officers, directors and key staffManagement $8,333$8,333
IX-7 Other salaries and wagesPrograms $297,500 · Management $42,961$340,461
IX-9 Other employee benefitsPrograms $92,766 · Management $17,161$109,927
IX-10 Payroll taxesPrograms $24,528 · Management $3,924$28,452
IX-11a Management feesManagement $1,032$1,032
IX-11f Investment management feesManagement $1,965$1,965
IX-13 Office expensesPrograms $5,255 · Management $40,739$45,994
IX-14 Information technologyManagement $3,460$3,460
IX-16 OccupancyPrograms $406,473 · Management $45,164$451,637
IX-17 TravelPrograms $28,636 · Management $8,216$36,852
IX-19 Conferences, conventions and meetingsPrograms $24,398 · Management $7,000$31,398
IX-22 Depreciation, depletion and amortizationPrograms $188,088 · Management $20,899$208,987
IX-23 InsuranceManagement $1,500$1,500
IX-24 Other expenses (24a–d)Programs $116,119$116,119
IX-25 Total functional expensesPrograms $1,183,763 · Management $202,354 · Fundraising $0$1,386,117
Part X · Balance sheet $2,291,756 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $355,517$158,244
X-10c Land, buildings and equipment, netStart of year $1,435,381$1,287,888
X-11 Publicly traded securities$845,624
X-16 Total assetsStart of year $1,790,898$2,291,756
X-17 Accounts payable and accrued expensesStart of year $40$51
X-26 Total liabilitiesStart of year $40$51
X-27 Net assets without donor restrictionsStart of year $1,790,858$2,291,705
X-32 Total net assets or fund balancesStart of year $1,790,858$2,291,705
X-33 Total liabilities and net assetsStart of year $1,790,898$2,291,756
Part XI · Reconciliation of net assets $2,291,705 net assets at year end
XI-1 Total revenue$1,903,962
XI-2 Total expenses$1,386,117
XI-3 Revenue less expenses$517,845
XI-4 Net assets at start of year$1,790,858
XI-5 Net unrealized gains (losses) on investments−$16,997
XI-10 Net assets at end of year$2,291,705

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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