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Nonprofiteer
← RETA TRUST

Form 990 for tax year 2023

Filed by RETA TRUST.

Totals

Total revenue
$363,400,683
Total expenses
$368,596,868
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Listed in Part VII

  • DEACON JOE OBERTING

    TRUSTEE/CHAIR OF THE BOARD

    Total calculated
    $0
    Hours/week
    1.5

  • TOM SCHADLE

    TRUSTEE/CHAIR (THRU 6/30/24)

    Total calculated
    $0
    Hours/week
    1.5

  • JOANNE WILLHITE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TOM MCNAMARA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHARLES LAWRENCE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LAURA HUBER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STEVE PELLIGRINI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ELIZABETH ALLEN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TONY MARTINEZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARY ELLEN GARCIA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL FLANNAGAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DEACON ERIC SIMONTIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOE PASSARELLO

    TRUSTEE (THRU 12/31/23)

    Total calculated
    $0
    Hours/week
    1

  • PAUL BONGIOVANNI

    TRUSTEE (THRU 3/31/24)

    Total calculated
    $0
    Hours/week
    1

  • KATHRYNE MCGOWAN

    CEO

    Total calculated
    $494,423
    From this org
    $450,923
    From related orgs
    $0
    Other
    $43,500
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $450,923
    Bonus
    $0
    Other
    $0
    Deferred
    $43,500
    Nontaxable benefits
    $0
    Filer's total
    $494,423

  • ROBERT BURNETT

    CHIEF BUSINESS DEVELOPMENT OFFICER

    Total calculated
    $412,056
    From this org
    $368,556
    From related orgs
    $0
    Other
    $43,500
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $281,187
    Bonus
    $87,369
    Other
    $0
    Deferred
    $43,500
    Nontaxable benefits
    $0
    Filer's total
    $412,056

  • ARUNA SILVA

    CFO

    Total calculated
    $119,567
    From this org
    $109,567
    From related orgs
    $0
    Other
    $10,000
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 3
CEO COMPENSATION IS APPROVED BY THE BOARD.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
8 May 2025
IRS schema version
2023v6.0
Source object
202541289349303439

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