Is it real?
Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 1977.
IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File
Who runs it and what they're paid
15 people listed on the 990; $1.2M paid to officers and key staff.
Compensation history total reportable pay by year · 4 named individuals · Part VII
| Name | FY2024 | FY2024 | FY2023 |
|---|---|---|---|
| Kathryne McGowan | $470,423 | $450,923 | $325,500 |
| Robert Burnett | $357,433 | $368,556 | $206,250 |
| Aruna Silva | $267,500 | $109,567 | — |
| Mike Brown | $90,785 | — | — |
Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.
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Questions the 990 asks
The form asks each of these directly. These are the filed answers.
- Family or business ties among officersPt VI · Ln 2No
- Top official's pay set by an independent reviewPt VI · Ln 15aYes
Programs and updates
Provides cost-effective medical benefits to Roman Catholic clergy, religious order members, lay employees, and their dependents.
Questions for Reta Trust
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The reta trust provides medical benefits to clergy, men & women religious, and lay employees and their dependents of roman catholic organizations.
Funders
Who pays for it.
From grant filings on record. Receipts are incomplete: individual donors are never listed.
By the numbers
The FY2024 990, line by line.
Download 990
| Line | Start FY24 | End FY24 |
|---|---|---|
| Cash and savingsLn 1–2 | $36.7M | $45.6M |
| InvestmentsLn 11–13 | $40.2M | $45.5M |
| Total assetsLn 16 | $95.0M | $101.4M |
| LiabilitiesLn 26 | $42.0M | $44.1M |
| Net assetsLn 32 | $53.0M | $57.3M |
| Line | Total | Programs | Management | Fundraising |
|---|---|---|---|---|
| Benefits paid to or for membersLn 4 | $383.9M | |||
| Pay of current officers, directors and key staffLn 5 | $1.5M | |||
| Pension plan contributionsLn 8 | $200 | |||
| Other employee benefitsLn 9 | $232K | |||
| Payroll taxesLn 10 | $69K | |||
| Management feesLn 11a | $2.4M | |||
| Legal feesLn 11b | $319K | |||
| Accounting feesLn 11c | $511K | |||
| Investment management feesLn 11f | $292K | |||
| Other fees for servicesLn 11g | $1.3M | |||
| Office expensesLn 13 | $154K | |||
| Information technologyLn 14 | $84K | |||
| OccupancyLn 16 | $12K | |||
| InsuranceLn 23 | $201K | |||
| Other expenses (24a–d)Ln 24 | $23.6M | |||
| Total functional expensesLn 25 | $414.5M |
Filing history
| Year | Money in | Money out | In minus out | Net assets | Download |
|---|---|---|---|---|---|
| FY2024 | $363.4M | $368.6M | −$5.2M | $53.0M | 990 PDF |
| FY2023 | $318.7M | $315.1M | $3.5M | $54.2M | 990 PDF |
| FY2022 | $276.6M | $288.9M | −$12.3M | $48.1M | 990 PDF |
| FY2021 | $265.9M | $274.1M | −$8.1M | $74.5M | 990 PDF |
| FY2020 | $252.9M | $252.7M | $187K | $75.1M | 990 PDF |
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Schedules filed Part IV
See the full FY2024 990 (6 parts)
Part I · Summary $416,558,816 revenue, 12 lines filed
Part VI · Governance 11 of 11 board members independent, 1 to look at
Part VIII · Statement of revenue $416,558,816 across 5 lines filed
Part IX · Statement of functional expenses $414,515,892 across 15 lines filed
Part X · Balance sheet $101,364,204 assets, 10 lines filed
Part XI · Reconciliation of net assets $57,306,860 net assets at year end
Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File
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