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RETA Trust

501(c)
DBA: % BARBARA A GOODE
Other · ALAMEDA, CA · EIN 94-2329720

About

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, men & women religious, and their LAY employees and their dependents.

In care of Barbara a Goode

Donations are NOT tax-deductible
Category
Other
Employees
2
Volunteers
11

Financial Snapshot

FY ending 2023-06-30
Revenue
$318.7M
Expenses
$315.1M
Assets
$90.5M
Liabilities
$36.2M

Financial history

$318.7M$159.3M$0
1617181920212223
RevenueExpenses
Latest FY2023: $318.7M · Avg: $253.6M
RETA TRUST
Your actions

Address

PO BOX 1365
Alameda, CA, 94501-006

Governance

Voting board members12
Independent members12
Conflict-of-interest policyYes
Whistleblower policyNo
Doc-retention policyYes
Audit committeeYes
990 reviewed by boardNo

Compensation practices

Severance paymentsNo
Equity-based compNo
Supplemental retirement planNo
Board approved compYes
Public records
ProPublica Nonprofit Explorer
Full 990 PDFs going back to 2001, plus parsed financial extracts. The easiest place to read actual filings.
IRS Tax Exempt Organization Search
IRS-side authoritative source. Confirms current exempt status and pulls the latest determination letter.
These open in a new tab. AllCiv doesn't host filings directly — these are the authoritative public-record sources.