RETA TRUST: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- RETA TRUST (EIN 94-2329720)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-12
- IRS object ID
- 202301329349309500
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T17:08:16-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 SW BROADWAY STE 1400 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942329720 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RETA TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RETA | BusinessNameControlTxt |
| Phone | 4155364021 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 N CALIFORNIA BLVD 350 | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94596 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHRYNE M MCGOWAN | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4155364021 | PhoneNum |
| Signature | 2023-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHRYNE | PersonFirstNm |
| Person Last | MCGOWAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY CAMPOS | PreparerPersonNm |
| PTIN | P00448102 | PTIN |
| Phone | 5032421447 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATHRYNE M MCGOWAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 N CALIFORNIA BLVD 350 | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94596 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $305,425,776 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE RETA TRUST WAS FORMED UNDER A RELIGIOUS TRUST AGREEMENT ENTERED INTO BY TWO ROMAN CATHOLIC ARCHDIOCESES, SEVERAL DIOCESES AND SEVERAL RELIGIOUS ORDERS OF THE ROMAN CATHOLIC CHURCH AS A MEANS WHEREIN TO PROVIDE COST EFFECTIVE MEDICAL BENEFITS TO CLERGY, WOMEN RELIGIOUS, AND THEIR LAY EMPLOYEES AND THEIR DEPENDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $263,263,903 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $260,392,664 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,766,422 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,822,116 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$86,553 | PYOtherRevenueAmt |
| CY Other Revenue | $12,423,053 | CYOtherRevenueAmt |
| PY Total Revenue | $265,943,772 | PYTotalRevenueAmt |
| CY Total Revenue | $276,637,833 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $241,312,973 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $262,135,605 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $204,781 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $32,753,243 | PYOtherExpensesAmt |
| CY Other Expenses | $26,568,608 | CYOtherExpensesAmt |
| PY Total Expenses | $274,066,216 | PYTotalExpensesAmt |
| CY Total Expenses | $288,908,994 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$8,122,444 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$12,271,161 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $111,698,157 | TotalAssetsBOYAmt |
| Total Assets EOY | $85,515,612 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $37,164,021 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $37,454,026 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $74,534,136 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $48,061,586 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE RETA TRUST WAS FORMED UNDER A RELIGIOUS TRUST AGREEMENT ENTERED INTO BY TWO ROMAN CATHOLIC ARCHDIOCESES, SEVERAL DIOCESES AND SEVERAL RELIGIOUS ORDERS OF THE ROMAN CATHOLIC CHURCH AS A MEANS WHEREIN TO PROVIDE COST EFFECTIVE MEDICAL BENEFITS TO CLERGY, WOMEN RELIGIOUS, AND THEIR LAY EMPLOYEES AND THEIR DEPENDENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE RETA TRUST PROVIDES MEDICAL BENEFITS TO CLERGY, WOMEN RELIGIOUS, AND LAY EMPLOYEES AND THEIR DEPENDENTS OF ROMAN CATHOLIC ORGANIZATIONS. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RETA TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4155364021 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 N CALIFORNIA BLVD SUITE 350 | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94596 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| TOM SCHADLE | ||||||
| CHAIR | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOANNE WILLHITE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOE PASSARELLO | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DCN ARUNA SILVA | ||||||
| BOARD MEMBER | 1.50 | Yes (X) | $0 | $0 | $0 | |
| PAUL BONGIOVANNI | ||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |
| TOM MCNAMARA | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHRYNE MCGOWAN | ||||||
| CEO | 40.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES | |||||
| 2121 N CALIFORNIA BLVD STE 350 | WALNUT CREEK | CA | 94596 | CONSULTING SERVICES | $2,951,155 |
| BAS INC | |||||
| 132 IVY LANE-PO BOX 62407 | KING OF PRUSSIA | PA | 19406 | CONSULTING SERVICES | $2,720,553 |
| LEWIS & ELLIS INC | |||||
| 11225 COLLEGE BLVD STE 320 | OVERLAND PARK | KS | 66210 | ACTUARIAL SERVICES | $401,463 |
| ARMANINO LLP | |||||
| 12657 ALCOSTA BLVD STE 500 | SAN RAMON | CA | 94583 | ACCOUNTING AND CONSULTING SERVICES | $351,625 |
| HINSHAW & CULBERTSON LLP | |||||
| 8142 SOLUTIONS CENTER DR | CHICAGO | IL | 60677 | LEGAL SERVICES | $300,825 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRUSTOR CONTRIBUTIONS | Desc |
| Business | 525100 | BusinessCd |
| Total Revenue Column | $260,392,664 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $260,392,664 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $260,392,664 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,464,221 | TotalRevenueColumnAmt |
| Exclusion | $1,464,221 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,145,838 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,787,943 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,357,895 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,357,895 | TotalRevenueColumnAmt |
| Exclusion | $2,357,895 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRESCRIPTION DRUG REBATE | Desc |
| Business | 525100 | BusinessCd |
| Total Revenue Column | $12,423,053 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,423,053 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $12,423,053 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $276,637,833 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $272,815,717 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,822,116 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,135,605 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,156 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,759 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,866 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,990,016 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $379,997 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $419,401 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $415,241 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $658,032 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,375 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $419,520 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,051 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| CLAIMS ADMINISTRATION | $14,555,900 |
| REINSURANCE PREMIUMS | $3,733,711 |
| THIRD PARTY ADMINISTRAT | $2,356,702 |
| WELLNESS PROGRAM | $326,316 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,346 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,908,994 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,503,724 | BOYAmt |
| EOY | $11,861,216 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,370,748 | BOYAmt |
| EOY | $30,169,970 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,303,137 | BOYAmt |
| EOY | $5,266,275 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,520,548 | BOYAmt |
| EOY | $38,218,151 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,698,157 | BOYAmt |
| EOY | $85,515,612 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,634,255 | BOYAmt |
| EOY | $8,899,517 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,529,766 | BOYAmt |
| EOY | $28,554,509 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,164,021 | BOYAmt |
| EOY | $37,454,026 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,534,136 | BOYAmt |
| EOY | $48,061,586 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,534,136 | BOYAmt |
| EOY | $48,061,586 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,698,157 | BOYAmt |
| EOY | $85,515,612 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$12,271,161 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$14,201,389 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CLAIMS INCURRED BUT NOT REPORTED | $24,086,421 |
| PRESCRIPTION CLAIMS PAYABLE | $4,468,088 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $28,554,509 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $262,021,203 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$14,201,389 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$14,201,389 | RevenueNotReportedAmt |
| Revenue Subtotal | $276,222,592 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $415,241 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $415,241 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $276,637,833 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $288,493,753 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $288,493,753 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $415,241 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $415,241 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $288,908,994 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED, AS OF JUNE 30, 2022 AND 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. |
| PART IV, LINE 11F: | THE RETA TRUST, AS ESTABLISHED TO HOLD THE PLAN'S NET ASSETS, IS QUALIFIED UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AND BY THE CALIFORNIA FRANCHISE TAX BOARD UNDER SECTION 23701(I). ACCORDINGLY, THE RETA TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE RETA TRUST OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE EFFECTIVE AS OF AUGUST 5, 1977. THE TRUST HAS BEEN AMENDED SINCE RECEIPT OF THAT DETERMINATION LETTER. HOWEVER, THE TRUST ADMINISTRATOR AND THE TRUST'S TAX COUNSEL BELIEVE THAT THE TRUST IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHRYNE MCGOWAN | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SEE PART V BELOW | RelationshipDescriptionTxt |
| Transaction | $417,408 | TransactionAmt |
| Transaction | KATHRYNE MCGOWAN HAS HISTORICALLY BEEN THE CEO OF THE RETA TRUST BY CONTRACT WITH A THIRD-PARTY MANAGEMENT COMPANY, GALLAGHER BENEFIT SERVICES, AND HAS BEEN AN EMPLOYEE OF THAT COMPANY. GALLAGHER PROVIDES VARIOUS CONSULTING SERVICES TO THE RETA TRUST, WHICH INCLUDES THE CEO POSITION. THE TRANSACTION AMOUNT IS THE AMOUNT THE TRUST PAID THE MANAGEMENT COMPANY FOR HER SERVICES. THE RETA TRUST STARTED PAYING THE CEO DIRECTLY INSTEAD OF GOING THROUGH THE MANAGEMENT COMPANY ON 4/1/2022. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV | FormAndLineReferenceDesc |
| Explanation | TRUST CEO PROVIDING SERVICES TO THE TRUST. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | KATHRYNE MCGOWAN HAS HISTORICALLY BEEN THE CEO OF THE RETA TRUST BY CONTRACT WITH A THIRD-PARTY MANAGEMENT COMPANY, GALLAGHER BENEFIT SERVICES, AND HAS BEEN AN EMPLOYEE OF THAT COMPANY. GALLAGHER PROVIDES VARIOUS CONSULTING SERVICES TO THE RETA TRUST, WHICH INCLUDES THE CEO POSITION. THE RETA TRUST PAID $417,408 FOR KATHRYNE MCGOWAN'S SERVICES, AS DISCLOSED IN SCHEDULE L. IN TOTAL, THE RETA TRUST PAID $2,951,155 TO GALLAGHER FOR THEIR SERVICES, AS DISCLOSED IN PART VII, SECTION B. STARTING 4/1/2022 THE RETA TRUST STARTED PAYING THE CEO DIRECTLY FOR THEIR SERVICES INSTEAD OF GOING THROUGH GALLAGHER BENEFIT SERVICES. THE AMOUNT OF COMPENSATION PAID DIRECTLY TO KATHRYNE MCGOWAN DURING THE FISCAL TAX YEAR WAS $122,156. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS OF THE TRUST ARE THE TRUSTOR ORGANIZATIONS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE TRUSTOR MEMBERS VOTE TO ELECT THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS OF THE GOVERNING BODY SUBJECT TO APPROVAL BY MEMBERS ARE ELECTION OF TRUSTEES, INDEMNIFICATION OF ANY PERSON WHO CLAIMS HIS OR HER ACTIONS WERE TAKEN ON BEHALF OF THE TRUST, AND INDEMNIFICATION AND REMOVAL OF A MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE CEO AND GENERAL COUNSEL REVIEW THE FORM 990 WITH THE AUDITORS AND KEY MEMBERS OF THE GOVERNING BODY CONCURRENT WITH THE FILING OF THE FORM. |
| FORM 990, PART VI, SECTION B, LINE 15A | CEO COMPENSATION IS DETERMINED THROUGH USE OF A COMPENSATION STUDY, WITH APPROVAL BY THE GOVERNANCE COMMITTEE AND THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VII, SECTION A: | THE ORGANIZATION MADE A REASONABLE EFFORT TO COLLECT THE DATA TO COMPLETE PART VII BY REQUESTING FROM EACH TRUSTEE COMPENSATION AND BENEFITS PAID BY THE RELATED ORGANIZATION TO EACH TRUSTEE OF THE FILING ORGANIZATION, HOWEVER, NO ONE PROVIDED THE REQUESTED DATA. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (72 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| ABBEY OF ST MARY & ST LOUIS | |||||||||
| 500 S MASON RD | SAINT LOUIS | MO | 63141 | 430713971 | RELIGIOUS ORDER | MO | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| ARCHDIOCESE OF PORTLAND IN OREGON | |||||||||
| 2838 EAST BURNSIDE STREET | PORTLAND | OR | 97214 | 930114100 | ARCHIDIOCESE | OR | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| ARCHDIOCESE OF SAN FRANCISCO | |||||||||
| ONE PETER YORKE WAY | SAN FRANCISCO | CA | 94109 | 941156707 | ARCHIDIOCESE | CA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| BISHOP GARCIA DIEGO HIGH SCHOOL | |||||||||
| 4000 LA COLINA RD | SANTA MARIA | CA | 93110 | 952056632 | CATHOLIC SCHOOL | CA | 501(C)(3) | 170(B)(1) (A)(II) | 0 |
| CARMELITE SISTERS | |||||||||
| 920 E ALHAMBRA ROAD | ALHAMBRA | CA | 91801 | 952564138 | RELIGIOUS ORDER | CA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| CATHOLIC CHARITIES DIOCESE OF SAN DIEGO | |||||||||
| 349 CEDAR STREET | SAN DIEGO | CA | 92101 | 237334012 | SOCIAL SERVICES | CA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| CATHOLIC CHARITIES OF MAINE | |||||||||
| PO BOX 10660 | PORTLAND | ME | 04104 | 010280225 | SOCIAL SERVICES | ME | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| CATHOLIC CHARITIES OF ORANGE COUNTY | |||||||||
| 1820 E 16TH STREET | SANTA ANA | CA | 92701 | 953031389 | SOCIAL SERVICES | CA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| CATHOLIC CHARITIES OF SAN FRANCISCO CYO | |||||||||
| 180 HOWARD STREET STE 100 | SAN FRANCISCO | CA | 94105 | 941498472 | SOCIAL SERVICES | CA | 501(C)(3) | 170(B)(1) (A)(IV) | 0 |
| CATHOLIC CHARITIES OF THE EAST BAY | |||||||||
| 433 JEFFERSON STREET | OAKLAND | CA | 94607 | 942677202 | SOCIAL SERVICES | CA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| CATHOLIC CHARITIES SANTA CLARA COUNTY | |||||||||
| 2625 ZANKER ROAD STE 200 | SAN JOSE | CA | 95134 | 942762269 | SOCIAL SERVICES | CA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| CATHOLIC DIOCESE OF JACKSON | |||||||||
| 237 E AMITE STREET | JACKSON | MS | 39201 | 610466850 | SOCIAL SERVICES | MS | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| DAUGHTERS OF CHARITY | |||||||||
| 26000 ALTAMONT ROAD | LOS ALTOS HILLS | CA | 94022 | 471489373 | SOCIAL SERVICES | CA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| DIOCESE OF BELLEVILLE | |||||||||
| 222 S THIRD STREET | BELLEVILLE | IL | 62220 | 370673467 | DIOCESE | IL | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| DIOCESE OF BISMARCK | |||||||||
| 520 N WASHINGTON STREET | BISMARCK | ND | 58501 | 450214929 | DIOCESE | ND | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| DIOCESE OF CHEYENNE | |||||||||
| PO BOX 1468 | CHEYENNE | WY | 82003 | 836004905 | DIOCESE | WY | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| DIOCESE OF DULUTH | |||||||||
| 2830 EAST FOURTH STREET | DULUTH | MN | 55812 | 411941181 | DIOCESE | MN | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| DIOCESE OF EL PASO | |||||||||
| 499 ST MATTHEWS ST | EL PASO | TX | 79907 | 746000751 | DIOCESE | TX | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| DIOCESE OF LAS CRUCES | |||||||||
| 1280 MED PARK DRIVE | LAS CRUCES | NM | 88005 | 850303816 | DIOCESE | NM | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| DIOCESE OF LAS VEGAS | |||||||||
| 336 CATHEDRAL WAY | LAS VEGAS | NV | 89109 | 880059349 | DIOCESE | NV | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| DIOCESE OF MANCHESTER | |||||||||
| 153 ASH STREET | MANCHESTER | NH | 03105 | 026004670 | DIOCESE | NH | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| DIOCESE OF MONTEREY | |||||||||
| 631 ABREGO STREET | MONTEREY | CA | 93940 | 941658203 | DIOCESE | CA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| DIOCESE OF NORWICH | |||||||||
| 201 BROADWAY | NORWICH | CT | 06360 | 060687373 | DIOCESE | CT | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| DIOCESE OF OAKLAND | |||||||||
| 2121 HARRISON STREET | OAKLAND | CA | 94612 | 941527086 | DIOCESE | CA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| DIOCESE OF ORANGE | |||||||||
| 13280 CHAPMAN AVE | ORANGE | CA | 92840 | 953018918 | DIOCESE | CA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| DIOCESE OF PUEBLO | |||||||||
| 101 N GREENWOOD STREET | PUEBLO | CO | 81003 | 846012862 | DIOCESE | CO | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| DIOCESE OF RAPID CITY SD | |||||||||
| 606 CATHEDRAL DRIVE | RAPID CITY | SD | 57709 | 466028078 | DIOCESE | SD | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| DIOCESE OF RENO | |||||||||
| 290 S ARLINGTON AVE | RENO | NV | 89501 | 880338219 | DIOCESE | NV | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| DIOCESE OF SAN BERNARDINO | |||||||||
| 1201 EAST HIGHLAND AVE | SAN BERNARDINO | CA | 92404 | 530196617 | DIOCESE | CA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| DIOCESE OF SANTA ROSA | |||||||||
| 985 AIRWAY CT | SANTA ROSA | CA | 95403 | 941530038 | DIOCESE | CA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| DIOCESE OF TUCSON | |||||||||
| 111 S CHURCH AVE | TUCSON | AZ | 85701 | 860133391 | DIOCESE | AZ | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| DIOCESE OF TULSA | |||||||||
| PO BOX 690240 | TULSA | OK | 74169 | 730942657 | DIOCESE | OK | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| DIOCESE OF VICTORIA | |||||||||
| 1505 E MESQUITE LANE | VICTORIA | TX | 77901 | 752231873 | DIOCESE | TX | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| DISCALCED CARMELITE FRIARS | |||||||||
| PO BOX 2178 | REDLANDS | CA | 92373 | 911635570 | RELIGIOUS ORDER | CA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| HOME ON THE RANGE | |||||||||
| 13651 194 | SENTINEL BUTTE | ND | 58654 | 450230083 | RELIGIOUS ORDER | ND | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| HOSPITALLER BROTHERS HEALTHCARE INC | |||||||||
| 2468 S ST ANDREWS PLACE | LOS ANGELES | CA | 90018 | 954334552 | RELIGIOUS ORDER | CA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| IMMACULATE HEART HIGH SCHOOL | |||||||||
| 5515 FRANKLIN AVE | LOS ANGELES | CA | 90028 | 951643329 | CATHOLIC SCHOOL | CA | 501(C)(3) | 170(B)(1) (A)(II) | 0 |
| MARIANIST PROVINCE OF THE US | |||||||||
| 4425 W PINE BLVD | ST LOUIS | MO | 63108 | 030415363 | RELIGIOUS ORDER | MO | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| MARY HEALTH OF THE SICK | |||||||||
| 2929 THERESA DRIVE | NEWBURY PARK | CA | 91320 | 952299398 | NURSING HOME | CA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| MERCY HIGH SCHOOL BURLINGAME | |||||||||
| 2750 ADELINE DRIVE | BURLINGAME | CA | 94010 | 941230999 | CATHOLIC SCHOOL | CA | 501(C)(3) | 170(B)(1) (A)(II) | 0 |
| NOTRE DAME ELEMENTARY SCHOOL | |||||||||
| 1200 NOTRE DAME AVENUE | BELMONT | CA | 94002 | 912072682 | CATHOLIC SCHOOL | CA | 501(C)(3) | 170(B)(1) (A)(II) | 0 |
| PAULINE BOOKS AND MEDIA | |||||||||
| 50 ST PAULS AVENUE | BOSTON | MA | 02130 | 042966563 | CATHOLIC BOOKSTORE | MA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| PROVIDENCE CRISTO REY HIGH SCHOOL | |||||||||
| 75 N BELLEVIEW PL | INDIANAPOLIS | IN | 46222 | 203585867 | CATHOLIC SCHOOL | IN | 501(C)(3) | 170(B)(1) (A)(II) | 0 |
| RANCHO SAN ANTONIO BOY'S HOME | |||||||||
| 21000 PLUMMER STREET | CHATSWORTH | CA | 91311 | 951642382 | FAMILY SERVICES | CA | 501(C)(3) | 509(A)(3), TYPE III | 0 |
| RELIGIOUS SISTERS OF CHARITY | |||||||||
| 10668 ST JAMES DRIVE | CULVER CITY | CA | 90230 | 953085555 | RELIGIOUS ORDER | CA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| ROMAN CATHOLIC BISHOP OF GREAT FALLS MT | |||||||||
| PO BOX 1399 | GREAT FALLS | MT | 59403 | 810302011 | DIOCESE | MT | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| ROMAN CATHOLIC BISHOP OF PORTLAND | |||||||||
| 510 OCEAN AVENUE | PORTLAND | ME | 04103 | 010212546 | DIOCESE | ME | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| ROMAN CATHOLIC BISHOP OF SAN JOSE | |||||||||
| 1150 N FIRST STREET 100 | SAN JOSE | CA | 95112 | 942734503 | DIOCESE | CA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| ROMAN CATHOLIC DIOCESE OF BOISE | |||||||||
| 1501 S FEDERAL WAY | BOISE | ID | 83705 | 820200748 | DIOCESE | ID | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| ROMAN CATHOLIC DIOCESE OF HELENA | |||||||||
| 515 N EWING STREET | HELENA | MT | 59601 | 810231797 | DIOCESE | MT | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| ROMAN CATHOLIC DIOCESE OF SACRAMENTO | |||||||||
| 2110 BROADWAY | SACRAMENTO | CA | 95818 | 942576612 | DIOCESE | CA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| ROMAN CATHOLIC DIOCESE OF SPRINGFIELD MA | |||||||||
| 65 ELLIOT STREET PO BOX 1730 | SPRINGFIELD | MA | 01102 | 043437398 | DIOCESE | MA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| SALESIANS OF ST JOHN BOSCO | |||||||||
| 1100 FRANKLIN ST | SAN FRANCISCO | CA | 94109 | 941642297 | RELIGIOUS ORDER | CA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| SANTA CATALINA SCHOOL | |||||||||
| 1500 MARK THOMAS DR | MONTEREY | CA | 93940 | 911156652 | CATHOLIC SCHOOL | CA | 501(C)(3) | 170(B)(1) (A)(II) | 0 |
| SISTERS OF ND SPONSORED SCHOOLS | |||||||||
| 2851 OVERLAND AVE | LOS ANGELES | CA | 90064 | 951878862 | RELIGIOUS ORDER | CA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| SISTERS OF NOTRE DAME USA | |||||||||
| 1500 RALSTON AVE | BELMONT | CA | 94002 | 941347084 | RELIGIOUS ORDER | CA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| SISTERS OF ST FRANCIS MT ALVEMO | |||||||||
| 1520 RALSTON AVENUE | BELMONT | CA | 94002 | 237290790 | RELIGIOUS ORDER | CA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| SISTERS OF THE COMPANY OF MARY | |||||||||
| 16791 E MAIN ST | TUSTIN | CA | 92780 | 952462907 | RELIGIOUS ORDER | CA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| SISTERS OF THE PRECIOUS BLOOD | |||||||||
| 700 BRIDGE STREET | MANCHESTER | NH | 03104 | 020243385 | RELIGIOUS ORDER | NH | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| SISTERS OF THE PRESENTATION | |||||||||
| 281 MASONIC AVE | SAN FRANCISCO | CA | 94118 | 942209052 | RELIGIOUS ORDER | CA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| SISTERS OF THE SOCIETY DEVOTED TO THE SAC | |||||||||
| 10480 1/2 WINNETKA AVE | CHATSWORTH | CA | 91311 | 954201880 | RELIGIOUS ORDER | CA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| SOCIETY OF THE SACRED HEART US PROVINCE | |||||||||
| PO BOX 56607 | ST LOUIS | MO | 63156 | 431272049 | RELIGIOUS ORDER | MO | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| ST MICHAELS ABBEY | |||||||||
| 19292 EL TORO ROAD | SILVERADO | CA | 92676 | 952380993 | RELIGIOUS ORDER | CA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| THE ROMAN CATHOLIC DIOCESE OF GALLUP | |||||||||
| 503 W HIGHWAY 66 | GALLUP | NM | 87301 | 850149034 | DIOCESE | NM | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| THE ROMAN CATHOLIC DIOCESE OF LAFAYETTEIN | |||||||||
| 610 LINGLE AVE | LAFAYETTE | IN | 47901 | 350876374 | DIOCESE | IN | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| THOMAS AQUINAS COLLEGE | |||||||||
| 10000 N OJAI ROAD | SANTA PAULA | CA | 93060 | 941698615 | CATHOLIC SCHOOL | CA | 501(C)(3) | 170(B)(1) (A)(II) | 0 |
| DIOCESAN FISCAL MANAGEMENT CONFERENCE | |||||||||
| 3240 E UNION HILLS DR STE 171 | PHOENIX | AZ | 85050 | 581934309 | DIOCESE | AZ | 501(C)(3) | 170(B)(1) (A)(II) | 0 |
| DIOCESE OF DAVENPORT | |||||||||
| 780 W CENTRAL PARK AVE | DAVENPORT | IA | 52804 | 420680472 | DIOCESE | IA | 501(C)(3) | 170(B)(1) (A)(II) | 0 |
| JSERRA CATHOLIC HIGH SCHOOL | |||||||||
| 26351 JUNIPERO SERRA RD | SAN JUAN CAPITSTRANO | CA | 92675 | 330901351 | CATHOLIC SCHOOL | CA | 501(C)(3) | 170(B)(1) (A)(II) | 0 |
| MOUNT ST MICHAEL CATHOLIC SCHOOL | |||||||||
| 4500 W DAVIS ST | DALLAS | TX | 75212 | 810704170 | CATHOLIC SCHOOL | TX | 501(C)(3) | 170(B)(1) (A)(II) | 0 |
| OLDENBURG ACADEMY OF THE IMMACULATE CONCEPTION INC | |||||||||
| 1 TWISTER CIRCLE | OLDENBERG | IN | 46032 | 351816725 | CATHOLIC SCHOOL | IN | 501(C)(3) | 170(B)(1) (A)(II) | 0 |
| SAINT JOHN SOCIETY | |||||||||
| PO BOX 1004 | CORVALLIS | OR | 97339 | 412174339 | RELIGIOUS ORDER | OR | 501(C)(3) | 170(B)(1) (A)(II) | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |