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Reta Trust

  • Walnut Creek, CA
  • Tax-exempt since July 1977
  • EIN: 94-2329720

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$319M (2023)

Expenses
$315M (2023)

Total Assets
$90.5M (2023)

Total Liabilities
$36.2M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$318,671,351
Expenses
$315,147,627
Net Income
$3,523,724
Net Assets
$54,212,142
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $294,916,863
92.5%
Investment Income $1,492,205
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $39,168
0.0%
Net Inventory Sales $0
Other Revenue $22,223,115
7.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $804,916
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $24,360
0.0%
Assets/Debt
Total Assets $90,457,092
Total Liabilities $36,244,950
Net Assets $54,212,142
Compensation
Key Employees and Officers Compensation Related Other
Kathryne Mcgowan (Ceo) $325,500 $0 $60,842
Robert Burnett (Chief Business Development Officer) $206,250 $0 $27,467
Tom Schadle (Trustee/Chair Of The Board) $0 $0 $0
Joanne Willhite (Trustee) $0 $0 $0
Joe Passarello (Trustee) $0 $0 $0
Deacon Aruna Silva (Trustee) $0 $0 $0
Paul Bongiovanni (Trustee) $0 $0 $0
Tom Mcnamara (Trustee) $0 $0 $0
Charles Lawrence (Trustee) $0 $0 $0
Deacon Joe Oberting (Trustee) $0 $0 $0
Laura Huber (Trustee) $0 $0 $0
Steve Pelligrini (Trustee) $0 $0 $0
Liz Allen (Trustee) $0 $0 $0
Tony Martinez (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on May 3, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$276,637,833
Expenses
$288,908,994
Net Income
-$12,271,161
Net Assets
$48,061,586
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $260,392,664
94.1%
Investment Income $1,464,221
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,357,895
0.9%
Net Inventory Sales $0
Other Revenue $12,423,053
4.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $122,156
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $68,759
0.0%
Assets/Debt
Total Assets $85,515,612
Total Liabilities $37,454,026
Net Assets $48,061,586
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Tom Schadle (Chair) $0 $0 $0
Joanne Willhite (Board Member) $0 $0 $0
Joe Passarello (Board Member) $0 $0 $0
Dcn Aruna Silva (Board Member) $0 $0 $0
Paul Bongiovanni (Board Member) $0 $0 $0
Tom Mcnamara (Board Member) $0 $0 $0
Kathryne Mcgowan (Ceo) $0 $0 $0
+ View more people

Document Links

990
Filed on May 12, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$265,943,772
Expenses
$274,066,216
Net Income
-$8,122,444
Net Assets
$74,534,136
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $263,263,903
99.0%
Investment Income $1,673,413
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,093,009
0.4%
Net Inventory Sales $0
Other Revenue -$86,553
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $111,698,157
Total Liabilities $37,164,021
Net Assets $74,534,136
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Tom Schadle (Chair) $0 $0 $0
Joanne Willhite (Board Member) $0 $0 $0
Joe Passarello (Board Member) $0 $0 $0
Dcn Aruna Silva (Board Member) $0 $0 $0
Paul Bongiovanni (Board Member) $0 $0 $0
Tom Mcnamara (Board Member) $0 $0 $0
John Stein (Executive Advisor) $0 $0 $0
Kathryne Mcgowan (Ceo) $0 $0 $0
+ View more people

Document Links

990
Filed on May 16, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$252,914,734
Expenses
$252,727,595
Net Income
$187,139
Net Assets
$75,081,065
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $248,216,911
98.1%
Investment Income $1,764,645
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,011,273
1.2%
Net Inventory Sales $0
Other Revenue -$78,095
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $116,984,744
Total Liabilities $41,903,679
Net Assets $75,081,065
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Tom Schadle (Chair) $0 $0 $0
Jo Willhite (Board Member) $0 $0 $0
Joe Passarello (Board Member) $0 $0 $0
Dcn Aruna Silva (Board Member) $0 $0 $0
Paul Bongiovanni (Board Member) $0 $0 $0
Tom Mcnamara (Board Member) $0 $0 $0
John Stein (Executive Director) $0 $0 $0
Kathryne Mcgowan (Executive Director) $0 $0 $0
+ View more people

Document Links

990
Filed on May 5, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$279,363,604
Expenses
$261,689,073
Net Income
$17,674,531
Net Assets
$75,245,242
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $275,360,080
98.6%
Investment Income $1,682,977
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,404,302
0.9%
Net Inventory Sales $0
Other Revenue -$83,755
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $102,913,524
Total Liabilities $27,668,282
Net Assets $75,245,242
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Tom Schadle (Chair) $0 $0 $0
Paul Bongiovanni (Board Member) $0 $0 $0
David Twomey (Board Member) $0 $0 $0
Dcn Aruna Silva (Board Member) $0 $0 $0
Rev Steve Sallot (Board Member) $0 $0 $0
John Stein (Executive Director) $0 $0 $0
Rob Geyer (Executive Director) $0 $0 $0
+ View more people

Document Links

990
Filed on July 6, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$250,723,443
Expenses
$247,802,748
Net Income
$2,920,695
Net Assets
$58,823,550
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $246,844,742
98.5%
Investment Income $1,313,443
0.5%
Bond Proceeds -$80
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,580,235
1.0%
Net Inventory Sales $0
Other Revenue -$14,897
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $84,709,238
Total Liabilities $25,885,688
Net Assets $58,823,550
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Tom Schadle (Chair) $0 $0 $0
Paul Bongiovanni (Board Member) $0 $0 $0
David Twomey (Board Member) $0 $0 $0
Dcn Aruna Silva (Board Member) $0 $0 $0
Rev Steve Sallot (Board Member) $0 $0 $0
John Stein (Executive Director) $0 $0 $0
Rob Geyer (Executive Director) $0 $0 $0
+ View more people

Document Links

990
Filed on May 16, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$213,411,141
Expenses
$226,698,041
Net Income
-$13,286,900
Net Assets
$56,514,500
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $206,550,474
96.8%
Investment Income $1,518,982
0.7%
Bond Proceeds $177,959
0.1%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,880,270
2.3%
Net Inventory Sales $0
Other Revenue $283,456
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $83,025,519
Total Liabilities $26,511,019
Net Assets $56,514,500
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Tom Arnold (Chair) $0 $0 $0
Tom Schadle (Secretary) $0 $0 $0
Laura Clark (Board Member) $0 $0 $0
Rev Gerald Coleman (Board Member) $0 $0 $0
Paul Bongiovanni (Board Member) $0 $0 $0
David Twomey (Board Member) $0 $0 $0
Dcn Aruna Silva (Board Member) $0 $0 $0
Joanne Willhite (Board Member) $0 $0 $0
Rev Steve Sallot (Board Member) $0 $0 $0
Mike Brown (Board Member) $0 $0 $0
John Stein (Executive Director) $0 $0 $0
Rob Geyer (Executive Director) $0 $0 $0
+ View more people

Document Links

990
Filed on May 15, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$183,059,493
Expenses
$192,780,989
Net Income
-$9,721,496
Net Assets
$70,121,787
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $177,466,359
96.9%
Investment Income $1,666,254
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,991,030
1.6%
Net Inventory Sales $0
Other Revenue $935,850
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $92,857,843
Total Liabilities $22,736,056
Net Assets $70,121,787
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Tom Arnold (Chair) $0 $0 $0
Tom Schadle (Secretary) $0 $0 $0
Robert Serventi (Chair) $0 $0 $0
Laura Clark (Board Member) $0 $0 $0
Rev Gerald Coleman (Board Member) $0 $0 $0
Paul Bongiovanni (Board Member) $0 $0 $0
David Twomey (Board Member) $0 $0 $0
Dcn Aruna Silva (Board Member) $0 $0 $0
Joanne Willhite (Board Member) $0 $0 $0
Rev Steve Sallot (Board Member) $0 $0 $0
Mike Brown (Board Member) $0 $0 $0
John Stein (Executive Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 9, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$166,433,973
Expenses
$160,718,984
Net Income
$5,714,989
Net Assets
$85,909,752
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $158,683,336
95.3%
Investment Income $1,670,089
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5,043,893
3.0%
Net Inventory Sales $0
Other Revenue $1,036,655
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $104,823,407
Total Liabilities $18,913,655
Net Assets $85,909,752
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Robert Serventi (Chair) $0 $0 $0
Claire Blohm (Secretary) $0 $0 $0
Sr Mary Jo Anderson (Board Member) $0 $0 $0
Tom Arnold (Board Member) $0 $0 $0
Mike Brown (Board Member) $0 $0 $0
Laura Clark (Board Member) $0 $0 $0
Rev Gerald Coleman (Board Member) $0 $0 $0
Rev Steve Sallot (Board Member) $0 $0 $0
Tom Schadle (Board Member) $0 $0 $0
David Twomey (Board Member) $0 $0 $0
Paul Bongiovanni (Board Member) $0 $0 $0
John Stein (Executive Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 20, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$206,009,178
Expenses
$190,722,128
Net Income
$15,287,050
Net Assets
$83,699,433
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $200,439,202
97.3%
Investment Income $1,245,764
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,243,272
1.1%
Net Inventory Sales $0
Other Revenue $2,080,940
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $110,923,990
Total Liabilities $27,224,557
Net Assets $83,699,433
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Robert Serventi (Chair) $0 $0 $0
Claire Blohm (Secretary) $0 $0 $0
Sr Mary Jo Anderson (Trustee) $0 $0 $0
Tom Arnold (Trustee) $0 $0 $0
Mike Brown (Trustee) $0 $0 $0
Michael Canizzaro (Trustee) $0 $0 $0
Rev Gerald Coleman (Trustee) $0 $0 $0
Steve Sallot (Trustee) $0 $0 $0
Tom Schadle (Trustee) $0 $0 $0
Philip J Ries (Trustee) $0 $0 $0
Sr Mary Elizabeth Galt (Trustee) $0 $0 $0
Randy Steiner (Trustee) $0 $0 $0
John Stein (Executive Director) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 12, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$184,569,696
Expenses
$193,806,879
Net Income
-$9,237,183
Net Assets
$62,479,345
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $179,761,489
97.4%
Investment Income $1,264,497
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,718,708
0.9%
Net Inventory Sales $0
Other Revenue $1,825,002
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $92,552,575
Total Liabilities $30,073,230
Net Assets $62,479,345

Document Links

990
Filed on May 1, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$207,932,323
Expenses
$195,329,015
Net Income
$12,603,308
Net Assets
$68,616,946
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $203,468,669
97.9%
Investment Income $1,156,297
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $447,888
0.2%
Net Inventory Sales $0
Other Revenue $2,859,469
1.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $82,793,495
Total Liabilities $14,176,549
Net Assets $68,616,946

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$202,810,072
Expenses
$186,363,597
Net Income
$16,446,475
Net Assets
$57,493,991
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $198,191,673
97.7%
Investment Income $986,208
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,049,876
0.5%
Net Inventory Sales $0
Other Revenue $2,582,315
1.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $71,236,368
Total Liabilities $13,742,377
Net Assets $57,493,991

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated