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RETA TRUST

EIN 94-2329720 WALNUT CREEK, CA

Revenue 2023
$363,400,683
Expenses 2023
$368,596,868

As filed

Subsection
09
Classification
1000
Street
2121 N CALIFORNIA BLVD STE 350

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Officers and directors · 2023

As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • 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. Earlier years are each on their own filing page.

Filings

  • 2023
    Revenue
    $363,400,683
    Expenses
    $368,596,868
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $318,671,351
    Expenses
    $315,147,627
    Contributions
    $0
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2023 return

The first 25 as filed. The return lists every one.

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.