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
7 people listed on the 990.
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.
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The reta trust provides medical benefits to clergy, 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 FY2022 990, line by line.
Download 990
| Line | Start FY22 | End FY22 |
|---|---|---|
| Cash and savingsLn 1–2 | $54.9M | $42.0M |
| InvestmentsLn 11–13 | $54.5M | $38.2M |
| Total assetsLn 16 | $111.7M | $85.5M |
| LiabilitiesLn 26 | $37.2M | $37.5M |
| Net assetsLn 32 | $74.5M | $48.1M |
| Line | Total | Programs | Management | Fundraising |
|---|---|---|---|---|
| Benefits paid to or for membersLn 4 | $262.1M | |||
| Pay of current officers, directors and key staffLn 5 | $122K | |||
| Other salaries and wagesLn 7 | $69K | |||
| Payroll taxesLn 10 | $14K | |||
| Management feesLn 11a | $3.0M | |||
| Legal feesLn 11b | $380K | |||
| Accounting feesLn 11c | $419K | |||
| Investment management feesLn 11f | $415K | |||
| Other fees for servicesLn 11g | $658K | |||
| Office expensesLn 13 | $98K | |||
| Information technologyLn 14 | $420K | |||
| InsuranceLn 23 | $209K | |||
| Other expenses (24a–d)Ln 24 | $21.0M | |||
| All other expensesLn 24e | $6K | |||
| Total functional expensesLn 25 | $288.9M |
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 Viewing | $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 FY2022 990 (6 parts)
Part I · Summary $276,637,833 revenue, 12 lines filed
Part VI · Governance 6 of 6 board members independent, 1 to look at
Part VIII · Statement of revenue $276,637,833 across 5 lines filed
Part IX · Statement of functional expenses $288,908,994 across 14 lines filed
Part X · Balance sheet $85,515,612 assets, 10 lines filed
Part XI · Reconciliation of net assets $48,061,586 net assets at year end
Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File
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