RETA TRUST: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- RETA TRUST (EIN 94-2329720)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-04-10
- IRS object ID
- 201441009349300939
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-04-10T20:39:48-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910189318 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 SW BROADWAY 1200 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942329720 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RETA TRUST CO GALLAGHER BENEFIT SERVICES OF CA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | RETA | NameControl |
| Phone | 4155368428 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN STEIN | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 4155368428 | Phone |
| Date Signed | 2014-04-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WENDY CAMPOS | Name |
| PTIN | P00448102 | PTIN |
| Phone | 5032421447 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | JOHN STEIN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 236523972 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1976 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 12 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 203468669 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 179761489 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1604185 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2983205 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2859469 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1825002 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 207932323 | TotalRevenuePriorYear |
| Total Revenue Current Year | 184569696 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 116589568 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 133054226 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 78739447 | OtherExpensePriorYear |
| Other Expenses Current Year | 60752653 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 195329015 | TotalExpensesPriorYear |
| Total Expenses Current Year | 193806879 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 12603308 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -9237183 | RevenuesLessExpensesCY |
| Total Assets BOY | 82793495 | TotalAssetsBOY |
| Total Assets EOY | 92552575 | TotalAssetsEOY |
| Total Liabilities BOY | 14176549 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 30073230 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 68616946 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 62479345 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | THE RETA TRUST PROVIDES MEDICAL BENEFITS TO CLERGY, WOMEN RELIGIOUS, AND LAY EMPLOYEES AND THEIR DEPENDENTS OF ROMAN CATHOLIC ORGANIZATIONS. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 0 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GALLAGHER BENEFIT SERVICES OF CA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4155368428 | TelephoneNumber |
Address US AddressUS
| 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 | X | InfoInScheduleOPartVII |
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| PHILIP J RIES | ||||||
| CHAIR | 2.50 | X | X | 0 | 0 | 0 |
| CLAIRE BLOHM | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| SR MARY JO ANDERSON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| TOM ARNOLD | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MIKE BROWN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL CANIZZARO | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| REV GERALD COLEMAN | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SR MARY ELIZABETH GALT | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ROBERT SERVENTI | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| RANDY STEINER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| STEVE SALLOT | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| TOM SCHADLE | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOHN STEIN | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BENEFIT ALLOCATION SYSTEMS | |||||
| PO BOX 62407 | KING OF PRUSSIA | PA | 19406 | CONSULTING SERVICES | 2331603 |
| GALLAGHER BENEFIT SERVICES | |||||
| 1255 BATTERY STREET SUITE 450 | SAN FRANCISCO | CA | 94111 | CONSULTING SERVICES | 2088867 |
| WEBMD | |||||
| 12186 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | CONSULTING SERVICES | 822827 |
| MOSS ADAMS LLP | |||||
| 805 SW BROADWAY SUITE 1200 | PORTLAND | OR | 97205 | AUDIT, TAX, AND CONSULTING | 290836 |
| ARMANINO LLP | |||||
| 9755 SW BARNES ROAD SUITE 660 | PORTLAND | OR | 97225 | ACCOUNTING SERVICES | 281103 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 9 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TRUSTOR CONTRIBUTIONS | Description |
| Business Code | 525100 | BusinessCode |
| Total Revenue Column | 179761489 | TotalRevenueColumn |
| Related Or Exempt Function Income | 179761489 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 179761489 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1264497 | TotalRevenueColumn |
| Exclusion | $1,264,497 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 53672984 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 51954276 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1718708 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1718708 | TotalRevenueColumn |
| Exclusion | $1,718,708 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRESCRIPT DRUG REBATE | Description |
| Business Code | 525100 | BusinessCode |
| Total Revenue Column | 1825002 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1825002 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1825002 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 184569696 | TotalRevenueColumn |
| Related Or Exempt Function Income | 181586491 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,983,205 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133054226 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136412 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 530868 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 244703 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 785907 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98628 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 148934 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5978 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18299 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| HMO PREMIUMS | 43581244 |
| CLAIMS ADMINISTRATION | 11387979 |
| REINSURANCE, NET OF REC | 2271240 |
| TRUST ADMINISTRATION | 199991 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1342470 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 193806879 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11378559 | BOY |
| EOY | 10223431 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 725729 | BOY |
| EOY | 1099641 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3814202 | BOY |
| EOY | 2636963 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66875005 | BOY |
| EOY | 78592540 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82793495 | BOY |
| EOY | 92552575 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 400627 | BOY |
| EOY | 623788 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 4875000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13775922 | BOY |
| EOY | 24574442 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14176549 | BOY |
| EOY | 30073230 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68616946 | BOY |
| EOY | 62479345 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 68616946 | BOY |
| EOY | 62479345 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82793495 | BOY |
| EOY | 92552575 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -9237183 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 3099581 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 1 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CLAIMS INCURRED BUT NOT REPORTED | $21,367,794 |
| PRESCRIPTION CLAIMS PAYABLE | $3,206,648 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 24574442 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 187424578 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 3099581 | NetUnrealizedGainsInvestments |
| Other Revenues | 4 | OtherRevenues |
| Revenue Not Rptd F990 | 3099585 | RevenueNotRptdF990 |
| Revenue Subtotal | 184324993 | RevenueSubtotal |
| Investment Expenses Not Included | 244703 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 244703 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 184569696 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 193562178 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 2 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 2 | ExpensesNotRptdF990 |
| Expenses Subtotal | 193562176 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 244703 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 244703 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 193806879 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | ROUNDING ADJUSTMENT 4. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | ROUNDING ADJUSTMENT 2. |
| 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. 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, 2012 AND 2011, 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 2009. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JOHN STEIN | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | SEE PART V BELOW | Relationship |
| Amount Of Transaction | 274910 | AmountOfTransaction |
| Description Of 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. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND THE ORGANIZATION: | ReturnReference |
| Explanation | TRUST EXECUTIVE DIRECTOR/EMPLOYEE OF MANAGEMENT COMPANY PROVIDING SERVICES TO THE TRUST. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 COMPENSATION 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. | |
| FORM 990, PART XI, LINE 9: | ROUNDING ADJUSTMENT 1. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (50 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|
| ARCHDIOCESE OF LOS ANGELES | |||||||||
| 3224 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 |
| DIOCESE OF ORANGE | |||||||||
| 2811 EAST VILLA REAL DR | ORANGE | CA | 92863 | 953018918 | DIOCESE | CA | 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 SAN JOSE | |||||||||
| 1150 N FIRST STREET 100 | SAN JOSE | CA | 95112 | 942734503 | DIOCESE | CA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| ARCHDIOCESE OF SAN ANTONIO | |||||||||
| 2718 W WOODLAWN AVE | SAN ANTONIO | TX | 78228 | 741109740 | ARCHDIOCESE | TX | 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 TUSCON | |||||||||
| 111 S CHURCH AVE | TUSCON | AZ | 85701 | 860133391 | DIOCESE | AZ | 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 NORWICH | |||||||||
| 201 BROADWAY | NORWICH | CT | 06360 | 060687373 | DIOCESE | CT | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| ARCHDIOCESE OF OKLAHOMA CITY | |||||||||
| 7501 NW EXPRESSWAY | OKLAHOMA CITY | OK | 73132 | 730632924 | ARCHDIOCESE | OK | 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 LAS VEGAS | |||||||||
| 336 CATHEDRAL WAY | LAS VEGAS | NV | 89109 | 880059349 | DIOCESE | NV | 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 |
| FATHER JOE'S VILLAGES | |||||||||
| 3350 E STREET | SAN DIEGO | CA | 92102 | 330492304 | SOCIAL SERVICES | CA | 501(C)(3) | 509(A)(1) | 0 |
| DIOCESE OF TULSA | |||||||||
| PO BOX 690240 | TULSA | OK | 74169 | 730942657 | DIOCESE | OK | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| ARCHDIOCESE OF ANCHORAGE | |||||||||
| 1110 WEST SIXTH AVE 606 | ANCHORAGE | AK | 99501 | 920019215 | ARCHDIOCESE | AK | 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 |
| CATHOLIC CHARITIES OF GALVESTON-HOUSTON | |||||||||
| 2900 LOUISANA STREET | HOUSTON | TX | 77006 | 741109733 | SOCIAL SERVICES | TX | 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 |
| 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 |
| DIOCESE OF JUNEAU | |||||||||
| 419 SIXTH ST STE 300 | JUNEAU | AK | 99801 | 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 |
| 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 |
| DIOCESE OF FAIRBANKS | |||||||||
| 1316 PEGER ROAD | FAIRBANKS | AK | 99709 | 920019215 | DIOCESE | AK | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| CARMELITE SISTERS | |||||||||
| 920 E ALHAMBRA ROAD | ALHAMBRA | CA | 91801 | 952564138 | 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 |
| SANTA CATALINA SCHOOL | |||||||||
| 1500 MARK THOMAS DR | MONTEREY | CA | 93940 | 911156652 | CATHOLIC SCHOOL | CA | 501(C)(3) | 170(B)(1) (A)(II) | 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 |
| IMMACULATE HEART HIGH SCHOOL | |||||||||
| 5515 FRANKLIN AVE | LOS ANGELES | CA | 900285999 | 951643329 | CATHOLIC SCHOOL | CA | 501(C)(3) | 170(B)(1) (A)(II) | 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 |
| 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 |
| MERCY HIGH SCHOOL BURLINGAME | |||||||||
| 2750 ADELINE DRIVE | BURLINGAME | CA | 94010 | 941230999 | CATHOLIC SCHOOL | CA | 501(C)(3) | 170(B)(1) (A)(II) | 0 |
| SMALL RELIGIOUS COMMUNITIES | |||||||||
| 3424 WILSHIRE BLVD | LOS ANGELES | CA | 90005 | RELIGIOUS ORDER | CA | 501(C)(3) | 170(B)(1) (A)(I) | 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 |
| 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 |
| 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 |
| DISCALCED CARMELITE FRIARS | |||||||||
| PO BOX 2178 | REDLANDS | CA | 923730701 | 911635570 | RELIGIOUS ORDER | CA | 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 |
| PAULINE BOOKS AND MEDIA | |||||||||
| 50 ST PAULS AVENUE | BOSTON | MA | 02130 | 042966563 | CATHOLIC BOOKSTORE | MA | 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 |
| SISTERS OF THE SOCIETY DEVOTED TO THE SACRED HEART | |||||||||
| 10480 1/2 WINNETKA AVE | CHATSWORTH | CA | 91311 | 954201880 | RELIGIOUS ORDER | CA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| CAPUCHIN FRANCISCAN ORDER OF CALIFORNIA | |||||||||
| 1345 CORTEZ AVENUE | BURLINGAME | CA | 94010 | 942609627 | RELIGIOUS ORDER | CA | 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 |
| 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 ST FRANCIS - MT ALVERNO | |||||||||
| 1520 RALSTON AVENUE | BELMONT | CA | 94002 | 237290790 | RELIGIOUS ORDER | CA | 501(C)(3) | 170(B)(1) (A)(I) | 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 |
| 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 |
| FRANCISCAN MISSIONARY SISTERS OF OUR LADY OF SORROWS | |||||||||
| 2381 LAUREL GLEN ROAD | SOQUEL | CA | 95073 | 941365586 | RELIGIOUS ORDER | CA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| STMICHAELS ABBEY | |||||||||
| 9292 EL TORO ROAD | SILVERADO | CA | 92676 | 952380993 | RELIGIOUS ORDER | CA | 501(C)(3) | 170(B)(1) (A)(I) | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |