RETA TRUST: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- RETA TRUST (EIN 94-2329720)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-01-12
- IRS object ID
- 201530129349300843
- Schema version
- 2013v4.0
- 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 | 2015-01-12T10:26:41-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 SW BROADWAY STE 1200 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 CO GALLAGHER BENEFIT SERVICES OF CA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RETA | BusinessNameControlTxt |
| Phone | 4155368428 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1255 BATTERY STREET SUITE 450 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94111 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN STEIN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4155368428 | PhoneNum |
| Signature | 2014-12-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY CAMPOS | PreparerPersonNm |
| PTIN | P00448102 | PTIN |
| Phone | 5032421447 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN STEIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1255 BATTERY STREET SUITE 450 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94111 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $266,298,876 | 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 | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 10 | 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 | $179,761,489 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $200,439,202 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,983,205 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,489,036 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,825,002 | PYOtherRevenueAmt |
| CY Other Revenue | $2,080,940 | CYOtherRevenueAmt |
| PY Total Revenue | $184,569,696 | PYTotalRevenueAmt |
| CY Total Revenue | $206,009,178 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $133,054,226 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $159,229,939 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $60,752,653 | PYOtherExpensesAmt |
| CY Other Expenses | $31,492,189 | CYOtherExpensesAmt |
| PY Total Expenses | $193,806,879 | PYTotalExpensesAmt |
| CY Total Expenses | $190,722,128 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$9,237,183 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $15,287,050 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $92,552,575 | TotalAssetsBOYAmt |
| Total Assets EOY | $110,923,990 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $30,073,230 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,224,557 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $62,479,345 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $83,699,433 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | 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 | GALLAGHER BENEFIT SERVICES OF CA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4155368428 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1255 BATTERY STREET SUITE 450 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94111 | ZIPCode |
| 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 (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| ROBERT SERVENTI | ||||||
| CHAIR | 2.50 | Yes (X) | $0 | $0 | $0 | |
| CLAIRE BLOHM | ||||||
| SECRETARY | 1.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SR MARY JO ANDERSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOM ARNOLD | ||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |
| MIKE BROWN | ||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL CANIZZARO | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REV GERALD COLEMAN | ||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |
| STEVE SALLOT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOM SCHADLE | ||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |
| PHILIP J RIES | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SR MARY ELIZABETH GALT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RANDY STEINER | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN STEIN | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $0 | $0 | $0 | Yes (X) | |
| 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/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BENEFIT ALLOCATION SYSTEMS | |||||
| 132 IVY LANE | KING OF PRUSSIA | PA | 19406 | CONSULTING SERVICES | $2,332,661 |
| GALLAGHER BENEFIT SERVICES | |||||
| 1255 BATTERY STREET SUITE 450 | SAN FRANCISCO | CA | 94111 | CONSULTING SERVICES | $2,081,380 |
| WEBMD | |||||
| 12186 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | CONSULTING SERVICES | $795,865 |
| ARMANINO LLP | |||||
| 12657 ALCOSTA BLVD SUITE 500 | SAN RAMON | CA | 94583 | ACCOUNTING SERVICES | $315,586 |
| AXENE HEALTH PARTNERS | |||||
| 38975 SKY CANYON DRIVE SUITE 105 | MURRIETA | CA | 92563 | CONSULTING, WELLNESS PROGRAM | $282,597 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRUSTOR CONTRIBUTIONS | Desc |
| Business | 525100 | BusinessCd |
| Total Revenue Column | $200,439,202 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $200,439,202 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $200,439,202 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,245,764 | TotalRevenueColumnAmt |
| Exclusion | $1,245,764 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $62,532,970 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $60,289,698 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,243,272 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,243,272 | TotalRevenueColumnAmt |
| Exclusion | $2,243,272 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRESCRIPT DRUG REBATE | Desc |
| Business | 525100 | BusinessCd |
| Total Revenue Column | $2,080,940 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,080,940 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,080,940 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $206,009,178 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $202,520,142 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,489,036 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,229,939 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,087,013 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,755 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $453,216 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,727 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $670,462 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,785 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,836 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,837 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,691 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| CLAIMS ADMINISTRATION | $15,333,455 |
| REINSURANCE PREMIUMS | $6,439,876 |
| THIRD PARTY ADMINISTRAT | $2,403,400 |
| HMO PREMIUMS/REFUNDS | -$10,707 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,201,843 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,722,128 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,223,431 | BOYAmt |
| EOY | $11,813,854 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,099,641 | BOYAmt |
| EOY | $1,159,967 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,636,963 | BOYAmt |
| EOY | $1,996,072 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,592,540 | BOYAmt |
| EOY | $95,954,097 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,552,575 | BOYAmt |
| EOY | $110,923,990 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $623,788 | BOYAmt |
| EOY | $3,731,156 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,875,000 | BOYAmt |
| EOY | $4,513,446 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,574,442 | BOYAmt |
| EOY | $18,979,955 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,073,230 | BOYAmt |
| EOY | $27,224,557 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,479,345 | BOYAmt |
| EOY | $83,699,433 | 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 | $62,479,345 | BOYAmt |
| EOY | $83,699,433 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,552,575 | BOYAmt |
| EOY | $110,923,990 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $15,287,050 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,933,038 | 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 | $16,496,602 |
| PRESCRIPTION CLAIMS PAYABLE | $2,483,353 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $18,979,955 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $211,625,489 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,933,038 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $5,933,038 | RevenueNotReportedAmt |
| Revenue Subtotal | $205,692,451 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $316,727 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $316,727 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $206,009,178 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $190,405,401 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $190,405,401 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $316,727 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $316,727 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $190,722,128 | 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 THAT, AS OF JUNE 30, 2014 AND 2013, 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. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2010 (JUNE 30, 2011). |
| 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 | JOHN STEIN | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SEE PART V BELOW | RelationshipDescriptionTxt |
| Transaction | $287,664 | TransactionAmt |
| Transaction | JOHN STEIN IS THE EXECUTIVE DIRECTOR OF THE TRUST BY CONTRACT WITH A THIRD-PARTY MANAGEMENT COMPANY AND IS AN EMPLOYEE OF THAT MANAGEMENT COMPANY; THE MANAGEMENT COMPANY PROVIDES VARIOUS SERVICES TO THE TRUST, WHICH INCLUDE THE EXECUTIVE DIRECTOR POSITION. THE TRANSACTION AMOUNT IS THE AMOUNT THE TRUST PAID THE MANAGEMENT COMPANY FOR HIS SERVICES. | 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 EXECUTIVE DIRECTOR/EMPLOYEE OF MANAGEMENT COMPANY 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 | JOHN STEIN IS THE EXECUTIVE DIRECTOR OF THE RETA TRUST BY CONTRACT WITH A THIRD-PARTY MANAGEMENT COMPANY, GALLAGHER BENEFIT SERVICES, AND IS AN EMPLOYEE OF THAT COMPANY. GALLAGHER PROVIDES VARIOUS CONSULTING SERVICES TO THE RETA TRUST, WHICH INCLUDES THE EXECUTIVE DIRECTOR POSITION. THE RETA TRUST PAID $287,664 TO GALLAGHER FOR JOHN STEIN'S SERVICES, AS DISCLOSED IN SCHEDULE L. IN TOTAL, THE RETA TRUST PAID $2,081,380 TO GALLAGHER FOR THEIR SERVICES, AS DISCLOSED IN PART VII, SECTION B. |
| 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 11 | THE EXECUTIVE DIRECTOR 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 | EXECUTIVE DIRECTOR 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 (50 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| ARCHDIOCESE OF ANCHORAGE | |||||||||
| 225 CORDOVA STREET | ANCHORAGE | AK | 99501 | 920019215 | ARCHDIOCESE | AK | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| ARCHDIOCESE OF LOS ANGELES | |||||||||
| 3424 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | 951642382 | ARCHDIOCESE | CA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| ARCHDIOCESE OF SAN FRANCISCO | |||||||||
| ONE PETER YORK WAY | SAN FRANCISCO | CA | 94109 | 941156707 | ARCHDIOCESE | CA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| BISHOP GARCIA DIEGO HIGH SCHOOL | |||||||||
| 4000 LA COLINA RD | SANTA MARIA | CA | 931101412 | 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 GALVESTON-HOUSTON | |||||||||
| 2900 LOUISANA STREET | HOUSTON | TX | 77006 | 741109733 | SOCIAL SERVICES | TX | 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 |
| DIOCESE OF BELLEVILLE | |||||||||
| 222 S THIRD STREET | BELLEVILLE | IL | 62220 | 370673467 | DIOCESE | IL | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| DIOCESE OF FAIRBANKS | |||||||||
| 225 CORDOVA STREET | ANCHORAGE | AK | 99501 | 920019215 | DIOCESE | AK | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| DIOCESE OF JUNEAU | |||||||||
| 225 CORDOVA STREET | ANCHORAGE | AK | 99501 | 920019215 | DIOCESE | AK | 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 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 AVENUE | ORANGE | CA | 92840 | 953018918 | DIOCESE | CA | 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 SAN JOSE | |||||||||
| 1150 N FIRST STREET 100 | SAN JOSE | CA | 95112 | 942734503 | DIOCESE | CA | 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 TUSCON | |||||||||
| 111 S CHURCH AVE | TUSCON | AZ | 85701 | 860133391 | DIOCESE | AZ | 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 | 923730701 | 911635570 | RELIGIOUS ORDER | CA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| DOMINICAN SISTERS OF MISSION SAN JOSE | |||||||||
| 43326 MISSION BLVD | FREMONT | CA | 94539 | 941449873 | RELIGIOUS ORDER | CA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| FATHER JOE'S VILLAGES | |||||||||
| 3350 E STREET | SAN DIEGO | CA | 92102 | 330492304 | SOCIAL SERVICES | CA | 501(C)(3) | 509(A)(1) | 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 | 900285999 | 951643329 | CATHOLIC SCHOOL | CA | 501(C)(3) | 170(B)(1) (A)(II) | 0 |
| LITTLE SISTERS OF THE POOR | |||||||||
| 2100 SOUTH WESTERN AVE | SAN PEDRO | CA | 907324389 | 951972847 | RELIGIOUS ORDER | CA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| MARIANIST PROVINCE OF THE UNITED STATES | |||||||||
| 4425 W PINE BLVD | ST LOUIS | MO | 63108 | 030415363 | RELIGIOUS ORDER | MO | 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 | 940021846 | 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 |
| RANCHO SAN ANTONIO BOY'S HOME INC | |||||||||
| 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 |
| 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 MERCY WEST MIDWEST COMMUNITY INC | |||||||||
| 7262 MERCY ROAD | OMAHA | NE | 68124 | 946071848 | RELIGIOUS ORDER | NE | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| SISTERS OF NOTRE DAME DE NAMUR | |||||||||
| 1500 RALSTON AVE | BELMONT | CA | 94002 | 941347084 | RELIGIOUS ORDER | CA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| SISTERS OF ST FRANCIS - MT ALVERNO | |||||||||
| 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 STREET | TUSTIN | CA | 92780 | 952462907 | RELIGIOUS ORDER | CA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| SISTERS OF THE HOLY NAMES OF JESUS AND MARY US ONTARIO PR | |||||||||
| 17410 HOLY NAMES DRIVE | LAKE OSWEGO | OR | 97034 | 204366910 | RELIGIOUS ORDER | OR | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| SISTERS OF THE SOCIETY DEVOTED TO THE SACRED HEART | |||||||||
| 10480 1/2 WINNETKA AVE | CHATSWORTH | CA | 913111821 | 954201880 | RELIGIOUS ORDER | CA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| SMALL RELIGIOUS COMMUNITIES | |||||||||
| 3424 WILSHIRE BLVD | LOS ANGELES | CA | 90005 | RELIGIOUS ORDER | CA | 501(C)(3) | 170(B)(1) (A)(I) | 0 | |
| SOCIETY OF THE SACRED HEART UNITED STATES PROVINCE | |||||||||
| PO BOX 56607 | ST LOUIS | MO | 63156 | 431272049 | RELIGIOUS ORDER | MO | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| STMICHAELS ABBEY | |||||||||
| 19292 EL TORO ROAD | SILVERADO | CA | 92676 | 952380993 | RELIGIOUS ORDER | CA | 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 |
| CATHOLIC CHARITIES CYO OF SAN FRANCISCO | |||||||||
| 180 HOWARD STREET STE 100 | SAN FRANCISCO | CA | 94105 | 941498472 | SOCIAL SERVICES | CA | 501(C)(3) | 170(B)(1) (A)(IV) | 0 |
| DIOCESE OF CHEYENNE | |||||||||
| PO BOX 1468 | CHEYENNE | WY | 82003 | 836004905 | DIOCESE | WY | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| ROMAN CATHOLIC BISHOP OF PORTLAND (DIOCESE OF PORTLAND) | |||||||||
| 510 OCEAN AVENUE | PORTLAND | ME | 041034936 | 010212546 | DIOCESE | ME | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| SISTERS OF THE PRESENTATION | |||||||||
| 281 MASONIC AVENUE | SAN FRANCISCO | CA | 94118 | 942209052 | RELIGIOUS ORDER | CA | 501(C)(3) | 170(B)(1) (A)(I) | 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 |