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EIN 94-2329720

Reta Trust

IRS 501(c) type
501(c)(9)
Num. employees
0
City
Walnut Creek
State
California
Year formed
1976
Most recent tax filings
2022-06-01
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
Description
The Reta Trust was formed through a religious trust agreement entered into by several Roman Catholic archdioceses, dioceses, and religious orders. Its mission is to provide cost-effective medical benefits to clergy, women religious, and lay employees and their dependents of Roman Catholic organizations. Based in Walnut Creek, CA, the Reta Trust offers essential healthcare coverage to those who serve the church in various capacities.
Related structure
Reta Trust is a subordinate organization under Thomas Aquinas College.
Total revenues
$276,637,833
2022
Total expenses
$288,908,994
2022
Total assets
$85,515,612
2022
Num. employees
0
2022

Program areas at Reta Trust

The Reta Trust provides medical benefits to clergy, women religious, and lay employees and their dependents of roman catholic organizations.

Personnel at Reta Trust

NameTitleCompensation
Kathryne M McGowanChief Executive Officer$0
Tom SchadleChairman of the Board Chief Financial Officer / Chair / Secretary / Trustee$0
John SteinExecutive Director$0

Financials for Reta Trust

RevenuesFYE 06/2022
Total grants, contributions, etc.$0
Program services$260,392,664
Investment income and dividends$1,464,221
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$2,357,895
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$12,423,053
Total revenues$276,637,833

Form 990s for Reta Trust

Fiscal year endingDate received by IRSFormPDF link
2022-062023-05-12990View PDF
2021-062022-07-18990OView PDF
2020-062021-05-05990View PDF
2019-062021-06-07990View PDF
2018-062019-09-14990View PDF
...and 8 more Form 990s
Data update history
July 1, 2023
Updated personnel
Identified 2 new personnel
February 3, 2023
Posted financials
Added Form 990 for fiscal year 2021
August 12, 2022
Posted financials
Added Form 990 for fiscal year 2020
August 2, 2022
Updated personnel
Identified 2 new personnel
October 9, 2021
Posted financials
Added Form 990 for fiscal year 2019
Nonprofit Types
Fraternal societiesMutual assistance organizationsChapter / child organizations
Issues
No issues found
Characteristics
No full-time employees
General information
Address
2121 N California Blvd 350
Walnut Creek, CA 94596
Metro area
San Francisco-Oakland-Berkeley, CA
Website URL
retatrust.org/public 
Phone
(415) 536-4021
IRS details
EIN
94-2329720
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1976
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
NAICS code, primary
525120: Health and Welfare Funds
Parent/child status
Subordinate organization
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